Fidelity Wise Origin BitcoinFBTCETF
13F holders, Q4 2024 (December 31)At the end of Q4 2024, 529 institutions reported holding Fidelity Wise Origin Bitcoin (FBTC) in their 13F filings, up 186 from Q3 2024. 173 opened new positions and 25 sold out. The largest holders were Millennium Management ($693.7M), Schonfeld Strategic Advisors LLC ($451.2M) and Capula Management Ltd ($444.6M). 5 famous investors held it, including Israel Englander (0.6% of Millennium Management's portfolio), David E. Shaw (0.4% of D. E. Shaw & Co.'s portfolio) and Mario Gabelli (0.0% of GAMCO Investors's portfolio).
- Company
- Fidelity Wise Origin Bitcoin
- CUSIP
- 315948109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 173 | $587.5M |
| Exits | 25 | $42.0M |
All 13F filers, Q3 2024 → Q4 2024: 15,470,842 shares bought and 8,672,916 shares sold, net +6,797,926 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 529 holders
| Millennium Management | 0.62% | Reduce -26.7% | 8,503,474 | $693.7M |
| Schonfeld Strategic Advisors LLC | 2.85% | Add +16.6% | 5,530,865 | $451.2M |
| Capula Management Ltd | 3.04% | Add +5.1% | 5,450,078 | $444.6M |
| D. E. Shaw & Co. | 0.42% | Add +13.4% | 4,378,000 | $357.1M |
| Bracebridge Capital, LLC | 32.51% | New | 3,968,000 | $323.7M |
| Goldman Sachs Group Inc. | 0.06% | Add +105.2% | 3,530,486 | $288.0M |
| Jane Street Group, LLC | 0.44% | Add +29.9% | 3,341,073 | $272.6M |
| HBK Investments L P | 5.31% | Add +14.4% | 2,805,036 | $228.8M |
| Almitas Capital LLC | 31.12% | Add +55.3% | 1,731,994 | $141.3M |
| ParaFi Capital LP | 22.97% | — | 1,175,000 | $95.9M |
| Wolverine Asset Management LLC | 6.06% | Add +140.8% | 983,928 | $80.3M |
| Pine Ridge Advisers LLC | 6.45% | Reduce -40.9% | 889,647 | $72.6M |
| Sculptor Capital LP | 1.56% | New | 801,950 | $65.4M |
| Envestnet Asset Management Inc. | 0.02% | Add +16.6% | 695,283 | $56.7M |
| Boothbay Fund Management, LLC | 1.77% | Add +60.5% | 686,972 | $56.0M |
| Susquehanna International Group, LLP | 0.08% | Reduce -78.4% | 657,533 | $53.6M |
| United Capital Management of KS, Inc. | 8.45% | Add +1.8% | 569,452 | $46.5M |
| Beaumont Financial Advisors, LLC | 3.01% | Reduce -1.3% | 491,254 | $40.1M |
| Landscape Capital Management, L.L.C. | 4.03% | Add +5.8% | 465,396 | $38.0M |
| Mariner, LLC | 0.06% | Add +11.3% | 465,208 | $38.0M |
| ExodusPoint Capital Management, LP | 0.35% | Add +7124.1% | 419,000 | $34.2M |
| Discovery Capital Management, LLC / CT | 2.27% | New | 403,500 | $32.9M |
| Hunting Hill Global Capital, LLC | 13.94% | New | 380,495 | $31.0M |
| Cresset Asset Management, LLC | 0.15% | Reduce -16.6% | 370,045 | $30.2M |
| Ovata Capital Management Ltd | 10.52% | Reduce -61.0% | 336,658 | $27.5M |
| EverSource Wealth Advisors, LLC | 1.51% | Add +4.4% | 329,479 | $26.9M |
| Wellington Management Group LLP | 0.00% | Add +4.6% | 313,432 | $25.6M |
| Legacy Wealth Asset Management, LLC | 6.82% | Reduce -8.9% | 307,258 | $25.1M |
| HighTower Advisors, LLC | 0.03% | Add +18.5% | 305,687 | $24.9M |
| Patient Capital Management, LLC | 1.15% | Add +215.5% | 305,603 | $24.9M |
| Van Hulzen Asset Management, LLC | 1.55% | Reduce -2.8% | 259,367 | $21.2M |
| Kedalion Capital Management LLP | 0.71% | — | 216,103 | $17.6M |
| Flow Traders U.S. LLC | 0.69% | Reduce -78.6% | 211,043 | $17.2M |
| Tidal Investments LLC | 0.14% | Add +3.9% | 207,348 | $16.9M |
| Atlas Wealth Partners, LLC | 21.38% | Add +1.4% | 207,068 | $16.9M |
| Kestra Advisory Services, LLC | 0.09% | Add +4.3% | 205,379 | $16.8M |
| Compass Ion Advisors, LLC | 1.71% | Add +13.6% | 176,556 | $14.4M |
| Commonwealth Equity Services, LLC | 0.02% | Add +113.0% | 171,394 | $14.0M |
| Marex Group Ltd | 0.23% | Add +26.1% | 168,900 | $13.8M |
| Simplex Trading, LLC | 0.38% | New | 163,744 | $13.4M |
| Rpo LLC | 18.20% | Reduce -35.4% | 157,280 | $12.8M |
| Parcion Private Wealth LLC | 0.95% | Add +85.5% | 152,021 | $12.4M |
| Heck Capital Advisors, LLC | 1.38% | New | 146,934 | $12.0M |
| Consolidated Portfolio Review Corp | 1.65% | New | 128,085 | $10.4M |
| StoneX Group Inc. | 0.55% | New | 123,536 | $10.1M |
| Newtyn Management, LLC | 1.71% | Add +38.2% | 120,200 | $9.8M |
| Creative Planning | 0.01% | Add +16.6% | 114,943 | $9.4M |
| Exencial Wealth Advisors, LLC | 0.31% | Add +111.6% | 102,879 | $8.4M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +28.4% | 95,200 | $7.8M |
| Claar Advisors LLC | 2.51% | Add +81.1% | 95,100 | $7.8M |
| Cetera Investment Advisers | 0.02% | Add +186.7% | 90,309 | $7.4M |
| Modus Advisors, LLC | 2.30% | Reduce -0.9% | 89,870 | $7.3M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +37.7% | 89,180 | $7.3M |
| Brookstone Capital Management | 0.10% | Reduce -3.1% | 86,284 | $7.0M |
| Fiduciary Trust Co | 0.09% | Add +94.1% | 84,947 | $6.9M |
| Integrated Advisors Network LLC | 0.32% | Reduce -8.1% | 82,573 | $6.7M |
| Kingswood Wealth Advisors, LLC | 0.50% | Reduce -23.0% | 81,609 | $6.7M |
| Bank of Montreal | 0.00% | Reduce -28.1% | 78,963 | $6.4M |
| Altfest L J & Co. Inc. | 0.82% | Add +186.8% | 78,946 | $6.4M |
| Mad River Investors | 2.89% | Reduce -6.0% | 76,298 | $6.2M |
| Pasadena Private Wealth, LLC | 1.28% | Reduce -1.5% | 76,098 | $6.2M |
| Kestra Private Wealth Services, LLC | 0.11% | Add +218.1% | 76,047 | $6.2M |
| US Bancorp \de | 0.01% | Reduce -1.4% | 75,811 | $6.2M |
| NewEdge Advisors, LLC | 0.04% | Add +21.7% | 75,543 | $6.2M |
| Sowell Financial Services LLC | 0.31% | Add +25.2% | 72,847 | $5.9M |
| Citrine Capital LLC | 4.28% | — | 71,197 | $5.8M |
| Courage Capital Management LLC | 11.76% | Add +35.2% | 69,871 | $5.7M |
| SMI Advisory Services, LLC | 1.30% | Reduce -27.2% | 68,689 | $5.6M |
| Allegheny Financial Group | 1.44% | Add +201.1% | 68,746 | $5.6M |
| Kaleidoscope Capital LP | 5.13% | — | 64,059 | $5.2M |
| Corient Private Wealth LP | 0.01% | Add +46.0% | 79,659 | $5.1M |
| Beaird Harris Wealth Management, LLC | 0.43% | Add +12.7% | 60,368 | $4.9M |
| Ieq Capital, LLC | 0.05% | Add +90.7% | 60,208 | $4.9M |
| Citadel Advisors | 0.00% | Add +69.1% | 59,908 | $4.9M |
| Renaissance Technologies | 0.01% | New | 59,200 | $4.8M |
| Beck Capital Management, LLC | 1.27% | Reduce -0.5% | 58,690 | $4.8M |
| Townsquare Capital LLC | 0.05% | Add +9.4% | 57,732 | $4.7M |
| Copperleaf Capital, LLC | 2.87% | Add +52.1% | 55,520 | $4.5M |
| Spire Wealth Management | 0.14% | New | 54,958 | $4.5M |
| Avenir Tech Ltd | 0.71% | Add +11951.4% | 52,544 | $4.3M |
| Smart Money Group LLC | 1.46% | Add +2.4% | 51,683 | $4.2M |
| First Trust Advisors LP | 0.00% | New | 49,912 | $4.1M |
| Cambridge Advisors Inc. | 0.89% | Add +21.5% | 49,134 | $4.0M |
| Panoramic Capital, LLC | 3.14% | — | 48,354 | $3.9M |
| Cwm, LLC | 0.02% | Add +70.5% | 48,339 | $3.9M |
| Milestone Asset Management Group, LLC | 3.45% | — | 47,277 | $3.9M |
| Fiduciary Alliance LLC | 0.39% | Add +2.0% | 46,920 | $3.8M |
| Empowered Funds, LLC | 0.06% | New | 46,906 | $3.8M |
| Senator Investment Group LP | 0.11% | New | 46,502 | $3.8M |
| PYA Waltman Capital, LLC | 1.19% | Add +21.5% | 45,331 | $3.7M |
| Eaton Financial Holdings Company, LLC | 1.41% | New | 44,973 | $3.7M |
| Old Mission Capital LLC | 0.09% | New | 44,884 | $3.7M |
| Lido Advisors, LLC | 0.02% | Add +59.6% | 44,397 | $3.6M |
| Park Avenue Securities LLC | 0.04% | Add +79.1% | 43,965 | $3.6M |
| Nwam LLC | 0.22% | Reduce -0.2% | 43,761 | $3.6M |
| Am Investment Strategies LLC | 0.86% | Add +29.9% | 43,115 | $3.5M |
| SVB Wealth LLC | 0.06% | New | 42,309 | $3.5M |
| Panoramic Investment Advisors, LLC | 2.08% | Add +2.5% | 39,211 | $3.2M |
| Evexia Wealth LLC | 1.08% | Add +7.6% | 38,043 | $3.2M |
| NorthCoast Asset Management LLC | 0.02% | Add +1.4% | 38,162 | $3.1M |
| Sfmg, LLC | 0.24% | Reduce -0.6% | 37,362 | $3.0M |
| Vista Investment Partners Ii, LLC | 1.79% | — | 37,108 | $3.0M |
| Innovative Advisory Group, LLC | 2.69% | — | 37,041 | $3.0M |
| Libra Wealth LLC | 1.16% | Add +78.6% | 36,579 | $3.0M |
| RFG Advisory, LLC | 0.08% | Reduce -1.3% | 36,343 | $3.0M |
| Focus Partners Wealth | 0.01% | Add +165.9% | 35,880 | $2.9M |
| Avaii Wealth Management, LLC | 1.44% | New | 35,819 | $2.9M |
| Graham Capital Management, L.P. | 0.14% | New | 35,000 | $2.9M |
| Peregrine Asset Advisers, Inc. | 1.04% | Reduce -1.2% | 34,670 | $2.8M |
| SevenBridge Financial Group, LLC | 0.53% | Add +26.7% | 33,771 | $2.8M |
| Bison Wealth, LLC | 0.61% | Add +118.7% | 34,154 | $2.8M |
| Sepio Capital, LP | 0.22% | Reduce -14.0% | 33,925 | $2.8M |
| Haven Private, LLC | 1.54% | — | 33,753 | $2.8M |
| Arbor Capital Management Inc. | 2.67% | Reduce -3.5% | 30,394 | $2.7M |
| Avior Wealth Management, LLC | 0.10% | Add +0.5% | 33,171 | $2.7M |
| SMART Wealth LLC | 0.96% | Add +41.2% | 33,164 | $2.7M |
| Bank of America Corp. | 0.00% | Add +4.4% | 31,246 | $2.5M |
| Aptus Capital Advisors, LLC | 0.03% | Add +325.1% | 30,566 | $2.5M |
| Guild Investment Management, Inc. | 2.68% | Reduce -5.9% | 30,216 | $2.5M |
| CMG Global Holdings, LLC | 1.35% | New | 26,848 | $2.4M |
| Advisory Services Network, LLC | 0.05% | Add +50.8% | 29,734 | $2.4M |
| Traynor Capital Management, Inc. | 0.18% | Add +61.6% | 29,261 | $2.4M |
| Stansberry Asset Management, LLC | 0.33% | Reduce -6.6% | 29,025 | $2.4M |
| Stratos Wealth Advisors, LLC | 0.11% | Add +1.8% | 28,239 | $2.3M |
| Executive Wealth Management, LLC | 0.18% | Add +7.0% | 28,200 | $2.3M |
| Financial Partners Group, Inc | 0.33% | Add +289.3% | 28,003 | $2.3M |
| CIBC Private Wealth Group LLC | 0.00% | Add +56.1% | 26,688 | $2.2M |
| Childress Capital Advisors, LLC | 0.61% | Add +20.4% | 26,586 | $2.2M |
| Edge Capital Group, LLC | 0.10% | Reduce -0.2% | 26,515 | $2.2M |
| Firestone Capital Management | 0.53% | Add +40.7% | 26,338 | $2.1M |
| Brown Brothers Harriman & Co. | 0.01% | No change | 26,299 | $2.1M |
| Arkos Global Advisors | 0.31% | Add +10.8% | 26,068 | $2.1M |
| Global Retirement Partners, LLC | 0.06% | Add +17.9% | 25,823 | $2.1M |
| Abound Wealth Management | 0.67% | Reduce -0.1% | 25,721 | $2.1M |
| Farringdon Capital, Ltd. | 0.87% | — | 25,692 | $2.1M |
| Mills Wealth Advisors LLC | 1.19% | Reduce -0.8% | 25,663 | $2.1M |
| Financial Designs Corp | 1.36% | Add +23.8% | 25,398 | $2.1M |
| DRW Securities, LLC | 0.14% | New | 24,537 | $2.0M |
| Integrated Wealth Concepts LLC | 0.02% | Add +373.6% | 24,329 | $2.0M |
| Sanctuary Advisors, LLC | 0.01% | Add +23.2% | 21,295 | $2.0M |
| EP Wealth Advisors, LLC | 0.02% | Add +6.2% | 23,643 | $1.9M |
| Secure Asset Management, LLC | 0.29% | Reduce -16.9% | 23,551 | $1.9M |
| Private Advisor Group, LLC | 0.01% | Add +34.5% | 23,335 | $1.9M |
| First Heartland Consultants, Inc. | 0.19% | Add +341.3% | 23,240 | $1.9M |
| Blue Trust, Inc. | 0.02% | Add +3.4% | 22,876 | $1.9M |
| Highland Financial Advisors, LLC | 0.64% | Reduce -15.2% | 22,803 | $1.9M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -2.5% | 22,421 | $1.8M |
| Debussy Capital Management LP | 0.28% | Add +4.5% | 20,581 | $1.8M |
| Capital Investment Advisors, LLC | 0.04% | Add +0.9% | 21,386 | $1.7M |
| NewEdge Wealth, LLC | 0.03% | Add +221.9% | 20,657 | $1.7M |
| Valeo Financial Advisors, LLC | 0.05% | Add +39.1% | 20,552 | $1.7M |
| Meridian Wealth Management, LLC | 0.08% | Add +13.1% | 20,405 | $1.7M |
| Kingsview Wealth Management, LLC | 0.03% | Add +422.3% | 20,178 | $1.6M |
| Nkcfo LLC | 0.72% | Add +33.3% | 20,000 | $1.6M |
| O'Neil Global Advisors, Inc. | 0.47% | Reduce -54.8% | 19,600 | $1.6M |
| LifeGoal Investments, LLC | 1.71% | — | 19,375 | $1.6M |
| DecisionMap Wealth Management, LLC | 1.25% | — | 19,355 | $1.6M |
| Financial Management Professionals, Inc. | 0.19% | Add +1.8% | 18,759 | $1.5M |
| Mission Wealth Management, LP | 0.04% | Add +120.6% | 18,707 | $1.5M |
| Kerrisdale Advisers, LLC | 0.51% | Reduce -47.1% | 18,612 | $1.5M |
| Life Line Wealth Management LLC | 0.54% | Reduce -16.2% | 18,478 | $1.5M |
| Clearstead Advisors, LLC | 0.02% | Add +19.8% | 18,468 | $1.5M |
| GAMCO Investors | 0.01% | No change | 17,500 | $1.4M |
| Weil Company, Inc. | 0.49% | New | 17,220 | $1.4M |
| Adero Partners, LLC | 0.09% | No change | 17,208 | $1.4M |
| Madison Park Capital Advisors, LLC | 1.12% | Add +2.1% | 17,144 | $1.4M |
| GK Wealth Management LLC | 1.76% | — | 17,008 | $1.4M |
| Basso Capital Management, L.P. | 1.20% | Add +209.1% | 17,000 | $1.4M |
| Almanack Investment Partners, LLC. | 0.21% | Add +18.6% | 16,961 | $1.4M |
| Arete Wealth Advisors, LLC | 0.10% | Add +3.6% | 16,577 | $1.4M |
| Condor Capital Management | 0.12% | Reduce -4.7% | 16,220 | $1.3M |
| TCW Group Inc. | 0.01% | New | 15,865 | $1.3M |
| LPL Financial LLC | 0.00% | Add +207.6% | 15,777 | $1.3M |
| Graypoint LLC | 0.08% | New | 15,614 | $1.3M |
| Great Valley Advisor Group, Inc. | 0.03% | Reduce -0.3% | 15,366 | $1.3M |
| Brown Advisory Inc. | 0.00% | Add +10.3% | 15,266 | $1.2M |
| Lionsbridge Wealth Management LLC | 1.04% | Add +37.3% | 15,208 | $1.2M |
| Mustard Seed Financial, LLC | 1.01% | Add +0.6% | 15,197 | $1.2M |
| Ancora Advisors LLC | 0.03% | Add +11.6% | 14,832 | $1.2M |
| Bedel Financial Consulting, Inc. | 0.17% | Add +48.1% | 14,210 | $1.2M |
| Allworth Financial LP | 0.01% | Add +37.1% | 13,130 | $1.2M |
| Marietta Wealth Management, LLC | 0.17% | No change | 14,470 | $1.2M |
| Coston, McIsaac & Partners | 0.35% | Add +3.2% | 14,440 | $1.2M |
| Strata Wealth Advisors, LLC | 0.37% | New | 14,373 | $1.2M |
| Cerity Partners LLC | 0.00% | Add +159.4% | 14,004 | $1.1M |
| Tradition Wealth Management, LLC | 0.10% | Add +3.6% | 13,890 | $1.1M |
| LaSalle St. Investment Advisors, LLC | 0.35% | Add +113.1% | 13,853 | $1.1M |
| Keel Point, LLC | 0.09% | New | 13,579 | $1.1M |
| Soltis Investment Advisors LLC | 0.10% | Add +4.7% | 13,573 | $1.1M |
| Synergy Financial Group, LTD | 0.92% | Add +9.7% | 13,528 | $1.1M |
| Wellspring Financial Advisors, LLC | 0.11% | Reduce -8.8% | 13,463 | $1.1M |
| Pathstone Holdings, LLC | 0.00% | Reduce -3.8% | 13,367 | $1.1M |
| CRA Financial Services, LLC | 0.18% | Add +50.9% | 13,155 | $1.1M |
| SkyView Investment Advisors, LLC | 0.17% | Add +13.0% | 13,000 | $1.1M |
| Scotia Capital Inc. | 0.01% | Add +19.4% | 12,900 | $1.1M |
| NTV Asset Management LLC | 0.13% | No change | 12,500 | $1.0M |
| Advyzon Investment Management, LLC | 0.39% | — | 12,371 | $1.0M |
| AE Wealth Management LLC | 0.01% | Reduce -3.3% | 12,109 | $988K |
| Sunbelt Securities, Inc. | 0.08% | Add +34.4% | 11,651 | $959K |
| Hubbell Strickland Wealth Management, LLC | 0.45% | Add +4.2% | 11,587 | $945K |
| Roman Butler Fullerton & Co. | 0.30% | Reduce -1.4% | 10,674 | $944K |
| Rahlfs Capital, LLC | 0.93% | — | 11,540 | $941K |
| Pure Financial Advisors, LLC | 0.02% | Add +47.2% | 11,375 | $928K |
| Samalin Investment Counsel, LLC | 0.39% | Add +4.4% | 11,253 | $918K |
| Mutual Advisors, LLC | 0.03% | Add +24.8% | 10,371 | $910K |
| Johnson Investment Counsel Inc. | 0.01% | Add +27.9% | 11,091 | $905K |
| JSF Financial, LLC | 0.23% | Add +47.2% | 10,763 | $878K |
| Verus Financial Partners, Inc. | 0.10% | Add +2.9% | 10,447 | $864K |
| Aries Wealth Management | 0.23% | Add +26.7% | 10,341 | $844K |
| Moors & Cabot, Inc. | 0.04% | Reduce -6.4% | 10,143 | $827K |
| Evoke Wealth, LLC | 0.02% | New | 10,129 | $826K |
| Eschler Asset Management LLP | 1.92% | Reduce -84.6% | 10,000 | $816K |
| Choreo, LLC | 0.01% | Reduce -44.0% | 9,818 | $804K |
| Access Financial Services, Inc. | 0.35% | No change | 9,600 | $783K |
| B. Riley Wealth Advisors, Inc. | 0.03% | Reduce -10.3% | 9,363 | $764K |
| Clare Market Investments LLC | 0.18% | Add +142.8% | 9,335 | $762K |
| Tru Independence Asset Management 2, LLC | 0.63% | No change | 9,317 | $760K |
| Associated Banc-Corp | 0.02% | Add +57.5% | 9,192 | $750K |
| Foundations Investment Advisors, LLC | 0.01% | Add +138.9% | 9,112 | $743K |
| M. Kulyk & Associates, LLC | 0.16% | Add +6.7% | 9,046 | $738K |
| Daymark Wealth Partners, LLC | 0.03% | Add +38.2% | 9,041 | $738K |
| Pallas Capital Advisors LLC | 0.03% | Add +91.8% | 9,011 | $735K |
| MAI Capital Management | 0.01% | No change | 9,007 | $735K |
| Everett Harris & Co. | 0.01% | Add +0.0% | 8,982 | $733K |
| Regatta Capital Group, LLC | 0.14% | Add +22.6% | 8,841 | $721K |
| WealthPlan Investment Management, LLC | 0.07% | Add +57.8% | 8,729 | $712K |
| Timber Creek Capital Management LLC | 0.20% | Add +67.6% | 8,691 | $709K |
| Bleakley Financial Group, LLC | 0.02% | Reduce -4.5% | 8,680 | $708K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | New | 8,601 | $702K |
| Parallel Advisors, LLC | 0.02% | Add +28.7% | 8,520 | $695K |
| JB Capital LLC | 0.04% | Add +62.0% | 8,361 | $682K |
| Werba Rubin Papier Wealth Management | 0.16% | New | 8,334 | $680K |
| Independent Financial Group, LLC | 0.02% | Add +93.9% | 8,267 | $674K |
| Principle Wealth Partners LLC | 0.05% | Add +12.3% | 8,089 | $660K |
| Kercheville Advisors, LLC | 0.25% | New | 8,000 | $653K |
| Rothschild Investment LLC | 0.04% | Add +33.3% | 8,000 | $653K |
| Delta Investment Management, LLC | 0.13% | Add +66.1% | 7,974 | $651K |
| LBMC Investment Advisors, LLC | 0.05% | No change | 7,745 | $632K |
| Running Point Capital Advisors, LLC | 0.21% | Add +48.7% | 7,634 | $623K |
| Falcon Wealth Planning | 0.07% | Add +31.1% | 7,558 | $617K |
| Financial Sense Advisors, Inc. | 0.21% | New | 7,500 | $612K |
| Thrivent Financial for Lutherans | 0.00% | Add +78.3% | 7,787 | $610K |
| Proficio Capital Partners LLC | 0.05% | New | 7,398 | $604K |
| Berger Financial Group, Inc | 0.04% | Add +1.0% | 7,362 | $601K |
| Westover Capital Advisors, LLC | 0.13% | Add +14.3% | 7,330 | $598K |
| Stonegate Investment Group, LLC | 0.02% | New | 7,292 | $595K |
| Trek Financial, LLC | 0.04% | Add +28.1% | 7,193 | $587K |
| Benchmark Financial Wealth Advisors, LLC | 0.19% | Add +12.5% | 7,166 | $585K |
| Raymond James Financial Inc. | 0.00% | — | 7,071 | $577K |
| GR Financial Group, LLC | 0.10% | New | 7,051 | $575K |
| Merit Financial Group, LLC | 0.01% | Add +39.0% | 7,029 | $573K |
| AdvisorNet Financial, Inc | 0.05% | Add +26.1% | 6,999 | $571K |
| Vantage Financial Partners, LLC | 0.14% | No change | 6,950 | $567K |
| Fairview Capital Investment Management, LLC | 0.03% | New | 6,950 | $567K |
| Wealth Quarterback LLC | 0.26% | Add +35.4% | 6,904 | $563K |
| Willis Johnson & Associates, Inc. | 0.04% | New | 6,895 | $562K |
| Silverlake Wealth Management LLC | 0.22% | New | 6,874 | $561K |
| Larson Financial Group LLC | 0.03% | Add +67.2% | 6,831 | $557K |
| Wealthspire Advisors, LLC | 0.01% | Add +66.4% | 6,822 | $557K |
| Savant Capital, LLC | 0.00% | New | 6,743 | $550K |
| Captrust Financial Advisors | 0.00% | Add +80.4% | 6,743 | $550K |
| Chicago Partners Investment Group LLC | 0.02% | Add +1.5% | 6,516 | $534K |
| Upper Left Wealth Management, LLC | 0.45% | Reduce -16.1% | 6,382 | $521K |
| Sequoia Financial Advisors, LLC | 0.01% | New | 6,303 | $514K |
| Primoris Wealth Advisors, LLC | 0.39% | New | 6,295 | $514K |
| Wesbanco Bank Inc. | 0.02% | New | 6,243 | $509K |
| Virtu Financial LLC | 0.03% | Reduce -87.8% | 6,217 | $507K |
| Waldron Private Wealth LLC | 0.02% | Reduce -64.2% | 6,175 | $504K |
| Thoroughbred Financial Services, LLC | 0.03% | Add +2.6% | 6,156 | $502K |
| Joel Isaacson & Co., LLC | 0.02% | New | 6,142 | $501K |
| Betterment LLC | 0.00% | New | 6,113 | $499K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +14.3% | 6,103 | $498K |
| Moneta Group Investment Advisors LLC | 0.01% | New | 6,100 | $498K |
| Inspirion Wealth Advisors, LLC | 0.07% | New | 5,908 | $497K |
| Farther Finance Advisors, LLC | 0.02% | Add +737.1% | 6,069 | $495K |
| Eagle Global Advisors LLC | 0.02% | New | 6,050 | $494K |
| Peloton Wealth Strategists | 0.20% | Add +6.3% | 6,005 | $490K |
| Whittier Trust Co. | 0.01% | New | 6,000 | $489K |
| Atlatl Advisers LLC | 0.28% | — | 5,948 | $485K |
| Horizon Kinetics Asset Management LLC | 0.01% | Reduce -0.6% | 5,881 | $480K |
| Guidance Point Advisors, LLC | 0.14% | Add +0.8% | 5,808 | $474K |
| Tectonic Advisors LLC | 0.03% | Add +6.0% | 5,772 | $471K |
| Redhawk Wealth Advisors, Inc. | 0.06% | New | 5,707 | $466K |
| Ethos Financial Group, LLC | 0.06% | New | 5,595 | $456K |
| Thompson Davis & Co., Inc. | 0.29% | New | 5,565 | $454K |
| Equitable Trust Co. | 0.03% | No change | 5,551 | $453K |
| Intellectus Partners, LLC | 0.10% | Add +0.6% | 5,530 | $451K |
| Laidlaw Wealth Management LLC | 0.20% | Add +3.8% | 5,509 | $449K |
| Sage Mountain Advisors LLC | 0.03% | No change | 5,503 | $449K |
| CENTRAL TRUST Co | 0.01% | Add +1.1% | 5,484 | $447K |
| Vestor Capital, LLC | 0.03% | Add +33.9% | 5,389 | $440K |
| Canvas Wealth Advisors, LLC | 0.11% | Add +6.3% | 5,387 | $439K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | No change | 5,380 | $439K |
| Orion Porfolio Solutions, LLC | 0.00% | New | 5,373 | $438K |
| Orion Portfolio Solutions, LLC | 0.00% | New | 5,373 | $438K |
| Mgo One Seven LLC | 0.02% | Reduce -15.6% | 5,351 | $437K |
| Epiq Partners, LLC | 0.25% | New | 5,334 | $435K |
| Essex Financial Services, Inc. | 0.03% | New | 5,264 | $429K |
| Waverly Advisors, LLC | 0.01% | New | 5,185 | $423K |
| Invesco Ltd. | 0.00% | Reduce -17.4% | 5,156 | $421K |
| Smallwood Wealth Investment Management, LLC | 0.29% | New | 5,146 | $420K |
| Promethium Advisors,llc | 0.29% | New | 5,132 | $419K |
| Cardiff Park Advisors, LLC | 0.04% | No change | 5,000 | $408K |
| SteelPeak Wealth, LLC | 0.02% | New | 5,000 | $408K |
| Cantor Fitzgerald, L. P. | 0.02% | New | 4,987 | $407K |
| Drucker Wealth 3.0, LLC | 0.09% | New | 4,952 | $404K |
| Chilton Investment Co. Inc. | 0.01% | New | 4,876 | $398K |
| Clientfirst Wealth Management, LLC | 0.40% | — | 4,808 | $392K |
| Lake Street Advisors Group, LLC | 0.02% | No change | 4,790 | $391K |
| Titleist Asset Management, LLC | 0.04% | Reduce -14.6% | 4,742 | $387K |
| United Capital Financial Advisors, LLC | 0.00% | New | 4,722 | $385K |
| Chicago Capital, LLC | 0.01% | New | 4,657 | $380K |
| Total Investment Management Inc. | 0.05% | Reduce -8.3% | 4,624 | $377K |
| Belpointe Asset Management LLC | 0.02% | Reduce -32.1% | 7,329 | $376K |
| Impact Partnership Wealth, LLC | 0.08% | New | 4,580 | $374K |
| KKM Financial LLC | 0.15% | No change | 4,500 | $367K |
| Reyes Financial Architecture, Inc. | 0.29% | — | 4,455 | $363K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.03% | Add +0.1% | 4,429 | $361K |
| CreativeOne Wealth, LLC | 0.01% | Add +1.7% | 4,379 | $357K |
| Avantax Advisory Services, Inc. | 0.00% | New | 4,367 | $356K |
| GWN Securities Inc. | 0.10% | — | 4,362 | $356K |
| OneDigital Investment Advisors LLC | 0.00% | New | 4,342 | $354K |
| Fairvoy Private Wealth, LLC | 0.09% | — | 4,322 | $353K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +11.2% | 4,319 | $352K |
| Exchange Capital Management, Inc. | 0.06% | No change | 4,300 | $351K |
| Kiker Wealth Management, LLC | 0.28% | — | 4,273 | $349K |
| Wealth Alliance, LLC | 0.04% | New | 4,196 | $342K |
| Ellis Investment Partners, LLC | 0.07% | New | 4,175 | $341K |
| AMG National Trust Bank | 0.01% | New | 4,115 | $339K |
| Silver Oak Securities, Incorporated | 0.03% | New | 4,091 | $337K |
| Waddell & Associates, LLC | 0.03% | Reduce -19.1% | 4,110 | $335K |
| Tamar Securities, LLC | 0.05% | New | 4,023 | $328K |
| Strait & Sound Wealth Management LLC | 0.15% | No change | 4,000 | $326K |
| Walleye Capital LLC | 0.00% | New | 3,980 | $325K |
| Commerce Bank | 0.00% | New | 3,980 | $325K |
| Brighton Jones LLC | 0.01% | New | 3,954 | $323K |
| CW Advisors, LLC | 0.00% | New | 3,941 | $322K |
| Simon Quick Advisors, LLC | 0.02% | New | 3,939 | $321K |
| Guardian Wealth Advisors, LLC / NC | 0.03% | New | 3,874 | $316K |
| McAdam, LLC | 0.02% | New | 3,861 | $315K |
| Tocqueville Asset Management L.P. | 0.00% | New | 3,860 | $315K |
| Centaurus Financial, Inc. | 0.02% | No change | 3,854 | $314K |
| Oakworth Capital, Inc. | 0.02% | Add +127766.7% | 3,836 | $313K |
| Wolverine Trading, LLC | 0.01% | New | 3,785 | $312K |
| Robertson Stephens Wealth Management, LLC | 0.01% | Reduce -17.2% | 3,808 | $311K |
| IVC Wealth Advisors LLC | 0.17% | Reduce -16.9% | 3,800 | $310K |
| Empower Advisory Group, LLC | 0.00% | New | 3,751 | $306K |
| Cascade Financial Partners, LLC | 0.04% | Reduce -12.8% | 3,750 | $306K |
| Sandy Cove Advisors, LLC | 0.12% | New | 3,742 | $305K |
| Founders Financial Securities LLC | 0.03% | New | 3,741 | $305K |
| Clear Creek Financial Management, LLC | 0.03% | New | 3,736 | $305K |
| IFP Advisors, Inc | 0.01% | Add +24.1% | 3,727 | $304K |
| NorthStar Asset Management LLC | 0.19% | New | 3,720 | $303K |
| Moneco Advisors, LLC | 0.03% | New | 3,681 | $300K |
| Ritholtz Wealth Management | 0.01% | New | 3,634 | $296K |
| MTM Investment Management, LLC | 0.11% | New | 3,609 | $294K |
| National Wealth Management Group, LLC | 0.19% | New | 3,575 | $292K |
| Wedmont Private Capital | 0.02% | New | 3,471 | $287K |
| Beacon Investment Advisory Services, Inc. | 0.01% | New | 3,500 | $286K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.04% | New | 3,493 | $285K |
| Strategic Wealth Partners, Ltd. | 0.02% | New | 3,377 | $284K |
| KFG Wealth Management, LLC | 0.05% | New | 3,475 | $284K |
| Earned Wealth Advisors, LLC | 0.09% | No change | 3,470 | $283K |
| ORG Partners LLC | 0.04% | Add +115.1% | 3,433 | $280K |
| 180 Wealth Advisors, LLC | 0.04% | New | 3,430 | $280K |
| Diversify Wealth Management, LLC | 0.02% | New | 3,374 | $279K |
| Insigneo Advisory Services, LLC | 0.03% | New | 3,392 | $277K |
| Franklin Resources Inc. | 0.00% | New | 3,390 | $277K |
| World Investment Advisors | 0.01% | New | 3,364 | $274K |
| RMR Capital Management, LLC | 0.20% | New | 3,356 | $274K |
| Jump Financial, LLC | 0.01% | New | 3,339 | $272K |
| AlTi Global, Inc. | 0.01% | New | 3,336 | $272K |
| Regency Capital Management Inc.\DE | 0.15% | New | 3,316 | $271K |
| Wealth Management Nebraska | 0.04% | — | 3,300 | $269K |
| Five Pine Wealth Management | 0.23% | — | 3,288 | $268K |
| Gerber, LLC | 0.19% | New | 3,263 | $266K |
| Transcend Capital Advisors, LLC | 0.02% | New | 3,200 | $261K |
| Gilman Hill Asset Management, LLC | 0.05% | New | 3,195 | $261K |
| Lindbrook Capital, LLC | 0.02% | Add +123.2% | 3,170 | $259K |
| Crestwood Advisors Group, LLC | 0.00% | New | 3,146 | $257K |
| Geneva Partners, LLC | 0.10% | New | 3,141 | $256K |
| L.M. Kohn & Company | 0.07% | New | 3,135 | $256K |
| Carolinas Wealth Consulting LLC | 0.05% | Add +28.8% | 3,134 | $256K |
| Archer Investment Corp | 0.07% | Reduce -0.1% | 3,132 | $256K |
| Gitterman Wealth Management, LLC | 0.11% | New | 3,111 | $254K |
| Raleigh Capital Management Inc. | 0.10% | Add +111.4% | 3,080 | $251K |
| Kagan Cocozza Asset Management | 0.21% | — | 3,060 | $250K |
| Brogan Financial, Inc. | 0.12% | New | 3,049 | $249K |
| Rainier Family Wealth Inc. | 0.30% | — | 3,000 | $245K |
| Clarus Group, Inc. | 0.09% | New | 3,000 | $245K |
| Wealth Group Ltd | 0.07% | New | 2,997 | $244K |
| Rehmann Capital Advisory Group | 0.02% | New | 2,984 | $243K |
| Bokf, NA | 0.00% | New | 2,938 | $243K |
| Sandy Spring Bank | 0.01% | Add +207.8% | 2,955 | $241K |
| Strategies Wealth Advisors, LLC | 0.03% | New | 2,812 | $239K |
| BankPlus Trust Department | 0.08% | — | 2,927 | $239K |
| KMG Fiduciary Partners, LLC | 0.02% | New | 2,918 | $238K |
| Sandbox Financial Partners, LLC | 0.08% | New | 2,914 | $238K |
| Prosperity Planning, Inc. | 0.11% | New | 2,900 | $237K |
| Veracity Capital LLC | 0.08% | New | 2,859 | $233K |
| Endowment Wealth Management, Inc. | 0.15% | New | 2,818 | $230K |
| CLG LLC | 0.08% | — | 2,817 | $230K |
| Wealth Effects LLC | 0.08% | New | 2,815 | $230K |
| Southern Style Financial, Inc. | 0.18% | — | 2,792 | $228K |
| New Republic Capital, LLC | 0.15% | New | 2,770 | $226K |
| Juncture Wealth Strategies, LLC | 0.08% | New | 2,769 | $226K |
| Visionary Wealth Advisors | 0.01% | New | 2,744 | $224K |
| Smith Anglin Financial, LLC | 0.02% | New | 2,708 | $221K |
| Cobblestone Asset Management LLC | 0.14% | New | 2,704 | $221K |
| Old Mission Investment Co LLC | 0.06% | New | 2,654 | $216K |
| Financial Perspectives, Inc | 0.07% | Add +6.6% | 2,652 | $216K |
| Leo Wealth, LLC | 0.02% | New | 2,636 | $215K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | New | 2,624 | $214K |
| Buckley Wealth Management, LLC | 0.07% | New | 2,610 | $213K |
| IFG Advisors, LLC | 0.04% | New | 2,561 | $209K |
| Prime Capital Investment Advisors, LLC | 0.00% | New | 2,548 | $208K |
| Drive Wealth Management, LLC | 0.05% | New | 2,532 | $207K |
| Alan B Lancz & Associates, Inc. | 0.21% | New | 2,500 | $204K |
| Able Wealth Management LLC | 0.13% | Reduce -75.3% | 2,500 | $204K |
| Calamos Wealth Management LLC | 0.01% | New | 2,500 | $204K |
| Vista Finance, LLC | 0.21% | New | 2,485 | $203K |
| Broadway Wealth Solutions, Inc. | 0.15% | — | 2,458 | $201K |
| MCF Advisors LLC | 0.01% | Add +3.2% | 2,450 | $200K |
| Brown, Lisle/Cummings, Inc. | 0.06% | Reduce -1.0% | 2,435 | $199K |
| Osaic Holdings, Inc. | 0.00% | Reduce -34.5% | 2,423 | $198K |
| Geneos Wealth Management Inc. | 0.01% | New | 2,287 | $187K |
| Rosenberg Matthew Hamilton | 0.05% | No change | 2,219 | $181K |
| PNC Financial Services Group, Inc. | 0.00% | Add +5.2% | 2,209 | $180K |
| Beacon Capital Management, LLC | 0.02% | Add +48.4% | 2,069 | $169K |
| Centerpoint Advisors, LLC | 0.06% | Add +43.1% | 2,026 | $165K |
| Richard W. Paul & Associates, LLC | 0.06% | Add +69.1% | 1,909 | $156K |
| Sugar Maple Asset Management, LLC | 0.12% | New | 1,905 | $155K |
| Plante Moran Financial Advisors, LLC | 0.01% | Add +51.0% | 1,853 | $151K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 1,780 | $145K |
| Silicon Valley Capital Partners | 0.02% | New | 1,750 | $143K |
| Pathway Financial Advisers, LLC | 0.04% | Add +160.8% | 1,622 | $132K |
| Asset Dedication, LLC | 0.01% | Add +32.7% | 1,594 | $130K |
| Park Square Financial Group, LLC | 0.08% | — | 1,453 | $119K |
| Strategic Investment Solutions, Inc. | 0.04% | Add +6.8% | 1,422 | $116K |
| Tortoise Investment Management, LLC | 0.01% | Add +0.4% | 1,389 | $113K |
| UMB Bank, n.a. | 0.00% | No change | 1,275 | $104K |
| Cornerstone Planning Group LLC | 0.03% | Add +45.0% | 1,160 | $103K |
| Quest 10 Wealth Builders, Inc. | 0.10% | — | 1,242 | $101K |
| Cape Investment Advisory, Inc. | 0.04% | New | 1,150 | $94K |
| North Ridge Wealth Advisors, Inc. | 0.06% | New | 1,129 | $92K |
| Citizens National Bank Trust Department | 0.02% | New | 1,100 | $90K |
| Signaturefd, LLC | 0.00% | Add +2607.5% | 1,083 | $88K |
| Investment Counsel Co. of Nevada | 0.21% | — | 1,037 | $85K |
| Teachers Insurance & Annuity Association of America | 0.10% | No change | 935 | $76K |
| Hantz Financial Services, Inc. | 0.00% | No change | 880 | $72K |
| Synergy Asset Management, LLC | 0.01% | New | 1,253 | $70K |
| Atlantic Private Wealth, LLC | 0.05% | No change | 823 | $67K |
| Golden State Wealth Management, LLC | 0.01% | — | 779 | $64K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -8.3% | 773 | $63K |
| Hurley Capital, LLC | 0.05% | — | 670 | $58K |
| Perkins Coie Trust Co | 0.01% | New | 680 | $55K |
| AllSquare Wealth Management LLC | 0.03% | No change | 665 | $54K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +10.5% | 663 | $54K |
| Aspect Partners, LLC | 0.03% | New | 660 | $54K |
| JPMorgan Chase & Co. | 0.00% | Add +208.9% | 658 | $54K |
| Royal Bank of Canada | 0.00% | Add +491.8% | 651 | $53K |
| Sound Income Strategies, LLC | 0.00% | Add +141.7% | 638 | $52K |
| Clarity Asset Management, Inc. | 0.03% | New | 624 | $51K |
| Stonehage Fleming Financial Services Holdings Ltd | 0.00% | Add +62.7% | 615 | $50K |
| Trust Co. of Vermont | 0.00% | Add +46.7% | 600 | $49K |
| WR Wealth Planners, LLC | 0.02% | No change | 593 | $48K |
| Curio Wealth, LLC | 0.03% | — | 579 | $47K |
| Hexagon Capital Partners LLC | 0.01% | No change | 570 | $47K |
| Cordant, Inc. | 0.02% | No change | 559 | $46K |
| Morgan Dempsey Capital Management LLC | 0.02% | New | 552 | $45K |
| Financial Gravity Companies, Inc. | 0.01% | No change | 512 | $42K |
| Canton Hathaway, LLC | 0.01% | No change | 475 | $39K |
| NFSG Corp | 0.01% | New | 450 | $37K |
| Bogart Wealth, LLC | 0.00% | New | 395 | $32K |
| Principia Wealth Advisory, LLC | 0.03% | — | 383 | $31K |
| Capital Analysts, LLC | 0.00% | No change | 352 | $29K |
| Financial Network Wealth Advisors LLC | 0.05% | New | 354 | $29K |
| Stephens Consulting, LLC | 0.01% | Add +61.5% | 323 | $26K |
| Pension & Wealth Management Advisors, Inc. | 0.01% | Add +16.2% | 316 | $26K |
| Activest Wealth Management | 0.01% | New | 305 | $25K |
| Colonial Trust Advisors | 0.00% | New | 300 | $24K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +20.0% | 300 | $24K |
| Headlands Technologies LLC | 0.00% | Reduce -88.9% | 294 | $24K |
| Arax Advisory Partners | 0.00% | Add +52.1% | 292 | $24K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | New | 282 | $23K |
| Physician Wealth Advisors, Inc. | 0.00% | New | 275 | $22K |
| Group One Trading LLC | 0.00% | New | 272 | $22K |
| Parkside Financial Bank & Trust | 0.00% | New | 260 | $21K |
| Finley Financial, LLC | 0.01% | — | 235 | $20K |
| SJS Investment Consulting Inc. | 0.00% | No change | 210 | $17K |
| Steward Partners Investment Advisory, LLC | 0.00% | New | 200 | $16K |
| Clark Wealth Partners | 0.01% | — | 190 | $16K |
| Campbell Capital Management Inc. | 0.01% | New | 175 | $14K |
| Clearstead Trust, LLC | 0.00% | No change | 170 | $14K |
| FSC Wealth Advisors, LLC | 0.01% | No change | 161 | $13K |
| New Millennium Group LLC | 0.01% | Reduce -22.6% | 161 | $13K |
| HighMark Wealth Management LLC | 0.01% | No change | 160 | $13K |
| Richards, Merrill & Peterson, Inc. | 0.01% | — | 158 | $13K |
| Castleview Partners, LLC | 0.01% | New | 128 | $11K |
| Peoples Bank | 0.01% | No change | 130 | $11K |
| Heritage Wealth Advisors | 0.00% | New | 130 | $11K |
| Belvedere Trading LLC | 0.00% | New | 122 | $10K |
| Spectrum Wealth Counsel, LLC | 0.00% | Add +17.5% | 121 | $10K |
| Nova Wealth Management, Inc. | 0.01% | — | 115 | $9K |
| Country Trust Bank | 0.00% | New | 114 | $9K |
| Iron Horse Wealth Management, LLC | 0.00% | No change | 100 | $8K |
| Assetmark, Inc. | 0.00% | New | 92 | $8K |
| CKW Financial Group | 0.00% | No change | 88 | $7K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 85 | $7K |
| Avondale Wealth Management | 0.00% | Reduce -96.2% | 75 | $6K |
| Copia Wealth Management | 0.00% | — | 62 | $5K |
| NBT Bank, N.A. | 0.00% | New | 54 | $4K |
| Birchbrook, Inc. | 0.00% | New | 40 | $3K |
| Global Wealth Strategies & Associates | 0.00% | New | 39 | $3K |
| Sachetta, LLC | 0.00% | New | 26 | $2K |
| Caitlin John, LLC | 0.00% | New | 25 | $2K |
| PrairieView Partners, LLC | 0.00% | Add +400.0% | 25 | $2K |
| Financial Freedom, LLC | 0.00% | No change | 24 | $2K |
| Battery Global Advisors, LLC | 0.00% | No change | 24 | $2K |
| Frazier Financial Advisors, LLC | 0.00% | Add +533.3% | 19 | $2K |
| SWAN Capital LLC | 0.00% | New | 15 | $1K |
| Bellwether Advisors, LLC | 0.00% | New | 12 | $979 |
| Wolff Wiese Magana LLC | 0.00% | New | 11 | $898 |
| Fourth Dimension Wealth, LLC | 0.00% | — | 10 | $816 |
| Crowley Wealth Management, Inc. | 0.00% | — | 5 | $408 |
| Koesten, Hirschmann & Crabtree, INC. | 0.00% | New | 3 | $245 |
| FMR LLC | 0.00% | Reduce -94.9% | 2 | $163 |
| Morgan Stanley | 0.00% | No change | 1 | $82 |
| Wells Fargo & Company | 0.00% | No change | 1 | $73 |
"% of holder's portfolio" is FBTC's weight in each manager's 13F, not the share of Fidelity Wise Origin Bitcoin the manager owns.