Fidelity Wise Origin BitcoinFBTCETF
13F holders, Q2 2025 (June 30)623holders +89
121new positions
30sold out
5famous investors
$94.14avg. 13F price*
At the end of Q2 2025, 623 institutions reported holding Fidelity Wise Origin Bitcoin (FBTC) in their 13F filings, up 89 from Q1 2025. 121 opened new positions and 30 sold out. The largest holders were Millennium Management ($661.0M), Schonfeld Strategic Advisors LLC ($437.8M) and Goldman Sachs Group Inc. ($433.6M). 5 famous investors held it, including Israel Englander (0.6% of Millennium Management's portfolio), Mario Gabelli (0.0% of GAMCO Investors's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Fidelity Wise Origin Bitcoin
- CUSIP
- 315948109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 121 | $239.0M |
| Exits | 30 | $35.3M |
All 13F filers, Q1 2025 → Q2 2025: 9,195,637 shares bought and 8,604,533 shares sold, net +591,104 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 623 holders
| Millennium Management | 0.61% | Add +1.1% | 7,032,206 | $661.0M |
| Schonfeld Strategic Advisors LLC | 3.30% | Add +11.2% | 4,657,966 | $437.8M |
| Goldman Sachs Group Inc. | 0.07% | Add +69.2% | 4,613,277 | $433.6M |
| Jane Street Group, LLC | 0.66% | Reduce -36.4% | 4,301,855 | $404.3M |
| Sculptor Capital LP | 5.35% | No change | 2,188,727 | $205.7M |
| Almitas Capital LLC | 38.29% | Reduce -2.5% | 1,611,637 | $151.5M |
| Capula Management Ltd | 1.73% | Reduce -65.2% | 1,497,174 | $140.7M |
| Cantor Fitzgerald, L. P. | 3.00% | Add +15351.1% | 1,292,951 | $121.5M |
| ParaFi Capital LP | 18.79% | Add +86.3% | 1,090,000 | $102.4M |
| Pine Ridge Advisers LLC | 5.00% | Reduce -6.2% | 834,367 | $78.4M |
| HBK Investments L P | 1.48% | Add +77.0% | 780,164 | $73.3M |
| Trans-Canada Capital Inc. | 4.95% | Add +58.9% | 772,842 | $72.6M |
| Envestnet Asset Management Inc. | 0.02% | Reduce -14.1% | 674,591 | $63.4M |
| Patient Capital Management, LLC | 2.63% | No change | 620,226 | $58.3M |
| United Capital Management of KS, Inc. | 8.36% | Add +0.0% | 567,460 | $53.3M |
| Mariner, LLC | 0.08% | Add +8.1% | 563,669 | $53.0M |
| Cresset Asset Management, LLC | 0.24% | Reduce -2.0% | 518,513 | $48.7M |
| Beaumont Financial Advisors, LLC | 3.22% | Reduce -2.7% | 474,240 | $44.6M |
| Elequin Capital, LP | 11.72% | New | 390,010 | $36.7M |
| EverSource Wealth Advisors, LLC | 1.63% | Add +5.8% | 383,065 | $36.0M |
| HighTower Advisors, LLC | 0.04% | Add +11.3% | 349,199 | $32.8M |
| WINTON GROUP Ltd | 1.62% | New | 338,027 | $31.8M |
| Susquehanna International Group, LLP | 0.05% | Add +45.2% | 332,615 | $31.3M |
| Wellington Management Group LLP | 0.01% | No change | 313,432 | $29.5M |
| O'Neil Global Advisors, Inc. | 6.76% | Add +2399.2% | 312,400 | $29.4M |
| Legacy Wealth Asset Management, LLC | 7.29% | Reduce -0.8% | 305,249 | $28.7M |
| Ovata Capital Management Ltd | 6.00% | New | 295,558 | $27.7M |
| IMC-Chicago, LLC | 0.64% | New | 271,720 | $25.5M |
| Van Hulzen Asset Management, LLC | 2.04% | Reduce -0.9% | 259,260 | $24.4M |
| Kaleidoscope Capital LP | 9.58% | Add +81.7% | 256,813 | $24.1M |
| Diversify Advisory Services, LLC | 0.86% | New | 213,854 | $22.3M |
| Commonwealth Equity Services, LLC | 0.03% | Add +8.9% | 235,828 | $22.2M |
| Tidal Investments LLC | 0.13% | Add +19.5% | 217,558 | $20.4M |
| Atlas Wealth Partners, LLC | 22.27% | Reduce -2.4% | 205,281 | $19.3M |
| Landscape Capital Management, L.L.C. | 1.45% | Reduce -7.8% | 196,119 | $18.4M |
| SKY-Mountain Capital Management, Inc. | 12.08% | Add +6.1% | 177,153 | $18.2M |
| Compass Ion Advisors, LLC | 1.91% | Add +1.8% | 188,113 | $17.7M |
| Kestra Advisory Services, LLC | 0.08% | Reduce -8.9% | 167,722 | $15.8M |
| Gimbal Financial | 9.62% | New | 166,525 | $15.7M |
| Courage Capital Management LLC | 21.57% | Add +91.4% | 155,615 | $14.6M |
| Consolidated Portfolio Review Corp | 1.96% | Add +6.8% | 150,414 | $14.1M |
| Parcion Private Wealth LLC | 0.96% | Add +4.1% | 143,260 | $13.5M |
| BlackRock, Inc. | 0.00% | Add +91.5% | 135,944 | $12.8M |
| Cetera Investment Advisers | 0.02% | Add +2.4% | 135,400 | $12.7M |
| Hunting Hill Global Capital, LLC | 6.57% | New | 129,326 | $12.2M |
| Altfest L J & Co. Inc. | 1.39% | Add +95.3% | 125,315 | $11.8M |
| Creative Planning | 0.01% | Add +3.5% | 123,543 | $11.6M |
| Citadel Advisors | 0.01% | Add +9.0% | 121,037 | $11.4M |
| StoneX Group Inc. | 0.55% | Reduce -3.1% | 120,323 | $11.3M |
| Newtyn Management, LLC | 1.71% | No change | 120,200 | $11.3M |
| Alamea Verwaltungs GmbH | 8.33% | Add +24.8% | 117,771 | $11.1M |
| Marex Group Ltd | 0.21% | Reduce -24.0% | 114,882 | $10.8M |
| Copperleaf Capital, LLC | 5.34% | Add +39.4% | 112,293 | $10.6M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Add +0.2% | 105,472 | $10.1M |
| Ieq Capital, LLC | 0.06% | Add +3.6% | 106,635 | $10.0M |
| Fiduciary Trust Co | 0.12% | Reduce -0.4% | 104,719 | $9.8M |
| Allegheny Financial Group | 2.07% | Reduce -6.1% | 99,042 | $9.3M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +0.8% | 96,010 | $9.0M |
| Traynor Capital Management, Inc. | 0.63% | Reduce -0.3% | 97,227 | $8.9M |
| Advisory Services Network, LLC | 0.14% | Add +18.0% | 84,994 | $8.7M |
| Cwm, LLC | 0.03% | Add +15.3% | 91,338 | $8.6M |
| Kingswood Wealth Advisors, LLC | 0.67% | Add +8.0% | 90,931 | $8.5M |
| Senator Investment Group LP | 0.33% | Reduce -7.1% | 90,125 | $8.5M |
| Citrine Capital LLC | 4.48% | Add +11.6% | 89,779 | $8.4M |
| Kestra Private Wealth Services, LLC | 0.12% | Add +2.6% | 86,634 | $8.1M |
| Corient Private Wealth LP | 0.01% | Add +44.3% | 83,858 | $7.9M |
| Brookstone Capital Management | 0.10% | Reduce -3.5% | 83,497 | $7.8M |
| Exencial Wealth Advisors, LLC | 0.27% | Add +7.1% | 82,681 | $7.8M |
| Heck Capital Advisors, LLC | 0.65% | Reduce -39.4% | 80,438 | $7.6M |
| Sowell Financial Services LLC | 0.31% | Add +0.1% | 80,141 | $7.5M |
| First Trust Advisors LP | 0.01% | Add +49.5% | 77,901 | $7.3M |
| Avaii Wealth Management, LLC | 3.24% | Add +96.2% | 77,533 | $7.3M |
| US Bancorp \de | 0.01% | Add +1.5% | 77,380 | $7.3M |
| Integrated Advisors Network LLC | 0.32% | Reduce -11.3% | 74,591 | $7.0M |
| Bank of Montreal | 0.00% | Add +3.0% | 73,892 | $6.9M |
| Park Avenue Securities LLC | 0.06% | Add +19.8% | 73,534 | $6.9M |
| Mad River Investors | 3.09% | Reduce -2.4% | 73,261 | $6.9M |
| Militia Capital Partners, LP | 3.22% | New | 72,700 | $6.8M |
| SevenBridge Financial Group, LLC | 1.17% | Add +26.6% | 63,406 | $6.6M |
| NewEdge Advisors, LLC | 0.03% | Add +81.6% | 69,855 | $6.6M |
| Simplex Trading, LLC | 0.18% | Reduce -41.4% | 69,771 | $6.6M |
| Modus Advisors, LLC | 1.90% | Reduce -23.6% | 67,998 | $6.4M |
| Aptus Capital Advisors, LLC | 0.06% | Add +20.5% | 67,557 | $6.3M |
| Renaissance Technologies | 0.01% | New | 65,000 | $6.1M |
| Beck Capital Management, LLC | 1.50% | Reduce -1.6% | 63,776 | $6.0M |
| Arkos Global Advisors | 0.81% | Add +105.5% | 62,118 | $5.8M |
| Beaird Harris Wealth Management, LLC | 0.44% | Add +2.1% | 60,977 | $5.7M |
| Avenir Tech Ltd | 0.47% | Reduce -0.0% | 58,618 | $5.5M |
| Smart Money Group LLC | 1.71% | Add +4.2% | 57,905 | $5.4M |
| Pasadena Private Wealth, LLC | 0.91% | Reduce -28.0% | 56,765 | $5.3M |
| Am Investment Strategies LLC | 1.22% | Add +21.5% | 54,947 | $5.2M |
| Farther Finance Advisors, LLC | 0.10% | Add +617.9% | 53,781 | $5.1M |
| Peregrine Asset Advisers, Inc. | 1.58% | Add +47.6% | 53,759 | $5.1M |
| Cambridge Advisors Inc. | 1.05% | Add +2.4% | 53,411 | $5.0M |
| PYA Waltman Capital, LLC | 1.43% | Add +4.9% | 52,688 | $5.0M |
| Claar Advisors LLC | 1.51% | Reduce -66.0% | 52,500 | $4.9M |
| QTR Family Wealth, LLC | 3.04% | Reduce -41.5% | 52,163 | $4.9M |
| D. E. Shaw & Co. | 0.01% | Reduce -97.3% | 52,000 | $4.9M |
| Focus Partners Wealth | 0.01% | Add +43.5% | 51,911 | $4.9M |
| Spire Wealth Management | 0.17% | Reduce -2.8% | 51,535 | $4.8M |
| Mutual Advisors, LLC | 0.12% | Add +17.8% | 46,711 | $4.8M |
| Glaxis Capital Management, LLC | 6.28% | New | 50,000 | $4.7M |
| Foundations Investment Advisors, LLC | 0.07% | Add +216.6% | 49,801 | $4.7M |
| Rpo LLC | 13.84% | Add +52.6% | 49,757 | $4.7M |
| Milestone Asset Management Group, LLC | 3.39% | Reduce -0.1% | 48,760 | $4.6M |
| Fiduciary Alliance LLC | 0.33% | Add +2.4% | 47,463 | $4.5M |
| Nwam LLC | 0.24% | Add +3.3% | 44,256 | $4.2M |
| Avantax Advisory Services, Inc. | 0.02% | Add +33.9% | 43,801 | $4.1M |
| Lido Advisors, LLC | 0.02% | Add +1.9% | 43,714 | $4.1M |
| MML Investors Services, LLC | 0.01% | Add +17.6% | 43,531 | $4.1M |
| CMG Global Holdings, LLC | 2.11% | Add +8.0% | 38,973 | $4.0M |
| Arbor Capital Management Inc. | 3.46% | Add +19.8% | 40,191 | $4.0M |
| Evexia Wealth LLC | 1.24% | Reduce -0.1% | 38,493 | $3.9M |
| Libra Wealth LLC | 1.28% | Add +51.1% | 41,539 | $3.9M |
| NorthCoast Asset Management LLC | 0.02% | Add +0.5% | 41,295 | $3.9M |
| Empowered Funds, LLC | 0.04% | New | 40,980 | $3.9M |
| Vista Investment Partners Ii, LLC | 1.83% | Add +4.5% | 40,365 | $3.8M |
| Haven Private, LLC | 1.65% | Add +6.2% | 39,683 | $3.7M |
| Merit Financial Group, LLC | 0.04% | Add +292.2% | 39,578 | $3.7M |
| Panoramic Investment Advisors, LLC | 2.28% | Reduce -0.8% | 39,569 | $3.7M |
| Sepio Capital, LP | 0.26% | Add +42.5% | 39,558 | $3.7M |
| Sfmg, LLC | 0.27% | Add +0.0% | 38,551 | $3.6M |
| DecisionMap Wealth Management, LLC | 2.34% | Add +20.1% | 36,298 | $3.4M |
| Innovative Advisory Group, LLC | 2.86% | Reduce -4.2% | 35,521 | $3.3M |
| Blue Trust, Inc. | 0.04% | Add +51.9% | 34,846 | $3.3M |
| SCS Capital Management LLC | 0.04% | Add +11.2% | 34,795 | $3.3M |
| Valeo Financial Advisors, LLC | 0.08% | Reduce -6.5% | 34,332 | $3.2M |
| Joel Isaacson & Co., LLC | 0.13% | Add +430.8% | 34,192 | $3.2M |
| Avior Wealth Management, LLC | 0.11% | Add +0.4% | 33,816 | $3.2M |
| Promethium Advisors,llc | 1.90% | Add +9.3% | 33,342 | $3.1M |
| EP Wealth Advisors, LLC | 0.02% | Add +12.9% | 33,243 | $3.1M |
| Eaton Financial Holdings Company, LLC | 0.95% | Add +0.5% | 32,718 | $3.1M |
| Kingsview Wealth Management, LLC | 0.05% | Add +34.1% | 32,392 | $3.0M |
| Childress Capital Advisors, LLC | 0.76% | Add +20.6% | 32,060 | $3.0M |
| PTM Wealth Management, LLC | 1.95% | Reduce -5.5% | 30,835 | $2.9M |
| Global Retirement Partners, LLC | 0.07% | — | 30,978 | $2.9M |
| Bank of America Corp. | 0.00% | No change | 30,298 | $2.8M |
| Firestone Capital Management | 0.66% | Add +2.5% | 29,783 | $2.8M |
| Debussy Capital Management LP | 0.42% | Add +42.3% | 29,699 | $2.8M |
| CIBC Private Wealth Group LLC | 0.01% | Reduce -2.8% | 29,628 | $2.8M |
| First Heartland Consultants, Inc. | 0.25% | Add +14.6% | 29,457 | $2.8M |
| Integrated Wealth Concepts LLC | 0.03% | Reduce -6.7% | 29,008 | $2.7M |
| Guild Investment Management, Inc. | 2.36% | New | 28,947 | $2.7M |
| Camelot Portfolios, LLC | 1.62% | Add +1.6% | 28,668 | $2.7M |
| LPL Financial LLC | 0.00% | Add +33.3% | 28,390 | $2.7M |
| Farringdon Capital, Ltd. | 0.88% | Reduce -44.3% | 27,741 | $2.6M |
| SMART Wealth LLC | 0.81% | Reduce -25.1% | 27,517 | $2.6M |
| Staley Capital Advisers Inc. | 0.11% | New | 27,340 | $2.6M |
| Financial Designs Corp | 1.57% | Add +3.4% | 27,328 | $2.6M |
| Basso Capital Management, L.P. | 1.85% | Add +29.3% | 26,500 | $2.5M |
| Sanctuary Advisors, LLC | 0.02% | Add +9.0% | 26,412 | $2.5M |
| Brown Brothers Harriman & Co. | 0.02% | Add +0.4% | 26,404 | $2.5M |
| Abound Wealth Management | 0.69% | Add +0.2% | 25,825 | $2.4M |
| Private Advisor Group, LLC | 0.01% | Reduce -0.4% | 25,244 | $2.4M |
| Virtu Financial LLC | 0.12% | Reduce -73.9% | 25,022 | $2.4M |
| Spectrum Strategic Capital Management, LLC | 1.49% | New | 24,853 | $2.3M |
| Mission Wealth Management, LP | 0.05% | Add +1.4% | 24,770 | $2.3M |
| Orion Porfolio Solutions, LLC | 0.02% | Add +1.4% | 24,439 | $2.3M |
| Wealthcare Advisory Partners LLC | 0.05% | Reduce -4.2% | 24,368 | $2.3M |
| Keel Point, LLC | 0.15% | Add +77.3% | 24,193 | $2.3M |
| GC Wealth Management RIA, LLC | 0.19% | New | 24,156 | $2.3M |
| Financial Partners Group, Inc | 0.31% | Reduce -3.3% | 24,066 | $2.3M |
| Objective Capital Management, LLC | 2.47% | New | 23,436 | $2.2M |
| NewEdge Wealth, LLC | 0.03% | Add +2.0% | 21,457 | $2.2M |
| Meitav Investment House Ltd. | 0.03% | Add +66.7% | 23,418 | $2.2M |
| WESCAP Management Group, Inc. | 0.47% | New | 21,984 | $2.1M |
| Highland Financial Advisors, LLC | 0.66% | Reduce -0.9% | 21,960 | $2.1M |
| Moneta Group Investment Advisors LLC | 0.02% | Add +48.0% | 21,937 | $2.1M |
| Logan Stone Capital, LLC | 0.96% | New | 21,700 | $2.0M |
| Stansberry Asset Management, LLC | 0.24% | Reduce -0.4% | 21,647 | $2.0M |
| Wellspring Financial Advisors, LLC | 0.18% | Add +59.2% | 21,433 | $2.0M |
| Mercer Global Advisors Inc. | 0.00% | Add +1.1% | 21,359 | $2.0M |
| Almanack Investment Partners, LLC. | 0.32% | Add +27.3% | 21,165 | $2.0M |
| Meridian Wealth Management, LLC | 0.09% | Add +3.8% | 21,155 | $2.0M |
| GK Wealth Management LLC | 1.94% | Add +0.5% | 20,801 | $2.0M |
| Nkcfo LLC | 0.78% | No change | 20,000 | $1.9M |
| Financial Management Professionals, Inc. | 0.21% | Add +3.2% | 19,770 | $1.9M |
| CRA Financial Services, LLC | 0.28% | Add +3.0% | 19,709 | $1.9M |
| Bryn Mawr Trust Advisors, LLC | 0.10% | No change | 19,669 | $1.8M |
| Cerity Partners LLC | 0.00% | Add +18.4% | 19,553 | $1.8M |
| LifeGoal Investments, LLC | 1.73% | No change | 19,375 | $1.8M |
| Clearstead Advisors, LLC | 0.03% | Add +3.3% | 18,968 | $1.8M |
| DRW Securities, LLC | 0.12% | Reduce -83.2% | 18,882 | $1.8M |
| Life Line Wealth Management LLC | 0.57% | Add +2.0% | 18,851 | $1.8M |
| Pathstone Holdings, LLC | 0.01% | Reduce -1.2% | 18,751 | $1.8M |
| Abundance Wealth Counselors | 0.32% | Add +162.2% | 18,377 | $1.7M |
| Essex Financial Services, Inc. | 0.11% | Add +277.7% | 18,265 | $1.7M |
| Ancora Advisors LLC | 0.04% | Add +13.3% | 17,997 | $1.7M |
| Pallas Capital Advisors LLC | 0.06% | Add +9.7% | 17,896 | $1.7M |
| FRG Family Wealth Advisors LLC | 0.29% | Add +134.8% | 17,705 | $1.7M |
| GAMCO Investors | 0.02% | No change | 17,500 | $1.6M |
| Madison Park Capital Advisors, LLC | 1.34% | Reduce -3.8% | 16,890 | $1.6M |
| Soltis Investment Advisors LLC | 0.12% | Add +14.8% | 16,749 | $1.6M |
| Graypoint LLC | 0.08% | Add +2.2% | 15,801 | $1.5M |
| Great Valley Advisor Group, Inc. | 0.03% | Add +2.4% | 15,734 | $1.5M |
| Mills Wealth Advisors LLC | 0.67% | Add +9.8% | 15,555 | $1.5M |
| Arete Wealth Advisors, LLC | 0.10% | Reduce -8.9% | 15,372 | $1.4M |
| Mustard Seed Financial, LLC | 1.04% | Add +1.0% | 15,346 | $1.4M |
| Daymark Wealth Partners, LLC | 0.05% | Add +43.3% | 15,275 | $1.4M |
| Revisor Wealth Management LLC | 0.51% | Add +0.6% | 14,193 | $1.4M |
| Beam Wealth Advisors, Inc. | 0.42% | New | 14,888 | $1.4M |
| Hubbell Strickland Wealth Management, LLC | 0.62% | Add +6.4% | 14,857 | $1.4M |
| Bedel Financial Consulting, Inc. | 0.19% | Add +2.3% | 14,736 | $1.4M |
| WealthPlan Investment Management, LLC | 0.10% | Add +16.3% | 14,592 | $1.4M |
| Condor Capital Management | 0.12% | Reduce -5.3% | 14,533 | $1.4M |
| Marietta Wealth Management, LLC | 0.18% | No change | 14,470 | $1.4M |
| Strata Wealth Advisors, LLC | 0.37% | No change | 14,373 | $1.4M |
| 3EDGE Asset Management, LP | 0.08% | Add +74.9% | 14,306 | $1.3M |
| Coston, McIsaac & Partners | 0.35% | Add +0.0% | 14,270 | $1.3M |
| AE Wealth Management LLC | 0.01% | Reduce -7.1% | 13,956 | $1.3M |
| Choreo, LLC | 0.02% | Add +25.8% | 13,607 | $1.3M |
| Curi Capital, LLC | 0.02% | New | 13,548 | $1.3M |
| Benchmark Financial Wealth Advisors, LLC | 0.41% | Add +39.1% | 13,317 | $1.3M |
| Aries Wealth Management | 0.33% | Add +5.4% | 13,262 | $1.2M |
| GR Financial Group, LLC | 0.30% | Add +51.0% | 13,157 | $1.2M |
| Concurrent Investment Advisors, LLC | 0.02% | Add +10.5% | 12,955 | $1.2M |
| Stonegate Investment Group, LLC | 0.03% | Add +73.9% | 12,822 | $1.2M |
| Signal Advisors Wealth, LLC | 0.09% | Add +88.3% | 12,666 | $1.2M |
| LBMC Investment Advisors, LLC | 0.08% | Add +63.4% | 12,655 | $1.2M |
| Evoke Wealth, LLC | 0.03% | Add +3.4% | 12,546 | $1.2M |
| SkyView Investment Advisors, LLC | 0.17% | Add +25.0% | 12,500 | $1.2M |
| NTV Asset Management LLC | 0.14% | No change | 12,500 | $1.2M |
| Inspirion Wealth Advisors, LLC | 0.16% | Reduce -10.6% | 12,499 | $1.2M |
| Synergy Financial Group, LTD | 0.86% | Add +0.7% | 12,496 | $1.2M |
| Pure Financial Advisors, LLC | 0.02% | Add +0.4% | 12,210 | $1.1M |
| Belpointe Asset Management LLC | 0.05% | Add +5.8% | 12,173 | $1.1M |
| Brown Advisory Inc. | 0.00% | Reduce -20.6% | 12,121 | $1.1M |
| M. Kulyk & Associates, LLC | 0.24% | Add +8.9% | 11,886 | $1.1M |
| Rahlfs Capital, LLC | 1.02% | Add +2.8% | 11,860 | $1.1M |
| Principle Wealth Partners LLC | 0.07% | Add +22.5% | 11,823 | $1.1M |
| LaSalle St. Investment Advisors, LLC | 0.30% | Reduce -9.2% | 11,827 | $1.1M |
| JB Capital LLC | 0.05% | Add +2.3% | 11,656 | $1.1M |
| Tru Independence Asset Management 2, LLC | 0.74% | Add +13.4% | 11,539 | $1.1M |
| Samalin Investment Counsel, LLC | 0.42% | Reduce -0.9% | 11,516 | $1.1M |
| L.M. Kohn & Company | 0.29% | Add +39.1% | 11,470 | $1.1M |
| TCW Group Inc. | 0.01% | No change | 11,423 | $1.1M |
| Canvas Wealth Advisors, LLC | 0.21% | Add +20.8% | 10,281 | $1.1M |
| Roman Butler Fullerton & Co. | 0.31% | Add +7.5% | 10,254 | $1.0M |
| Verus Financial Partners, Inc. | 0.10% | No change | 10,447 | $1.0M |
| Sweeney & Michel, LLC | 0.36% | Add +0.6% | 9,853 | $1.0M |
| Secure Asset Management, LLC | 0.19% | Reduce -55.5% | 10,682 | $1.0M |
| Wealth Quarterback LLC | 0.47% | Add +18.8% | 10,506 | $987K |
| Timber Creek Capital Management LLC | 0.25% | Add +12.8% | 9,901 | $982K |
| Captrust Financial Advisors | 0.00% | Reduce -2.6% | 10,376 | $975K |
| Parkside Financial Bank & Trust | 0.10% | Add +3850.4% | 10,271 | $965K |
| Delta Investment Management, LLC | 0.19% | Add +14.5% | 10,245 | $963K |
| JSF Financial, LLC | 0.23% | Add +0.2% | 10,148 | $954K |
| Sunbelt Securities, Inc. | 0.08% | Add +311.4% | 11,651 | $950K |
| Regatta Capital Group, LLC | 0.16% | Add +7.0% | 10,106 | $950K |
| Financial Management Network Inc. | 0.17% | New | 9,730 | $929K |
| KMG Fiduciary Partners, LLC | 0.07% | Add +4.7% | 9,875 | $928K |
| Northeast Financial Consultants Inc | 0.04% | New | 9,874 | $928K |
| Access Financial Services, Inc. | 0.35% | Add +2.4% | 9,833 | $924K |
| Falcon Wealth Planning | 0.09% | Add +3.6% | 9,832 | $924K |
| Parallel Advisors, LLC | 0.02% | Add +6.0% | 9,817 | $923K |
| Allworth Financial LP | 0.00% | Reduce -4.4% | 9,750 | $916K |
| Vestor Capital, LLC | 0.07% | Reduce -70.4% | 2,346 | $913K |
| Westover Capital Advisors, LLC | 0.18% | Reduce -0.6% | 9,535 | $896K |
| Clear Creek Financial Management, LLC | 0.08% | Add +52.0% | 9,464 | $890K |
| MAI Capital Management | 0.01% | Add +2.2% | 9,458 | $889K |
| AdvisorNet Financial, Inc | 0.06% | Add +17.9% | 9,407 | $884K |
| Prosperity Planning, Inc. | 0.35% | Add +220.7% | 9,300 | $874K |
| Ethos Financial Group, LLC | 0.07% | Add +63.3% | 9,135 | $859K |
| RFG Advisory, LLC | 0.02% | Add +61.1% | 9,045 | $850K |
| Waverly Advisors, LLC | 0.01% | Add +60.3% | 8,997 | $846K |
| Harber Asset Management LLC | 0.27% | New | 8,970 | $843K |
| GWN Securities Inc. | 0.16% | Add +6.2% | 8,956 | $842K |
| Sequoia Financial Advisors, LLC | 0.01% | Add +36.3% | 8,940 | $840K |
| Capital Investment Advisors, LLC | 0.01% | Add +8.7% | 8,817 | $829K |
| Brighton Jones LLC | 0.02% | Add +37.8% | 8,813 | $828K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | Add +0.0% | 8,780 | $825K |
| Upper Left Wealth Management, LLC | 0.55% | Reduce -7.2% | 8,705 | $818K |
| Dudley Capital Management, LLC | 0.40% | Add +65.2% | 8,478 | $797K |
| Associated Banc-Corp | 0.02% | Add +3.6% | 8,227 | $773K |
| Two Sigma Securities, LLC | 0.09% | Add +65.3% | 8,173 | $768K |
| Peloton Wealth Strategists | 0.32% | Add +11.6% | 8,167 | $768K |
| Silverlake Wealth Management LLC | 0.22% | Add +27.0% | 8,109 | $762K |
| Equitable Trust Co. | 0.04% | No change | 8,051 | $757K |
| Rothschild Investment LLC | 0.05% | No change | 8,000 | $752K |
| Matauro, LLC | 0.14% | Add +7.4% | 7,911 | $744K |
| Vantage Financial Partners, LLC | 0.17% | Add +12.9% | 7,847 | $738K |
| Wesbanco Bank Inc. | 0.02% | Add +0.5% | 7,840 | $737K |
| Larson Financial Group LLC | 0.03% | Add +4.1% | 7,747 | $728K |
| Stratos Wealth Advisors, LLC | 0.04% | Reduce -72.8% | 7,720 | $726K |
| Running Point Capital Advisors, LLC | 0.20% | Add +0.4% | 7,664 | $720K |
| Wedmont Private Capital | 0.03% | Add +21.5% | 7,349 | $718K |
| Demars Financial Group, LLC | 0.27% | New | 7,478 | $703K |
| Chicago Partners Investment Group LLC | 0.02% | Reduce -0.3% | 6,721 | $695K |
| Willis Johnson & Associates, Inc. | 0.05% | Add +0.3% | 7,350 | $691K |
| OneDigital Investment Advisors LLC | 0.01% | Add +5.5% | 7,232 | $680K |
| CW Advisors, LLC | 0.01% | Add +38.3% | 7,147 | $672K |
| Intellectus Partners, LLC | 0.14% | Add +17.4% | 7,100 | $667K |
| CLG LLC | 0.21% | Add +75.2% | 7,044 | $662K |
| Symmetry Peak Management LLC | 7.48% | New | 7,020 | $660K |
| SteelPeak Wealth, LLC | 0.03% | No change | 7,000 | $658K |
| Insigneo Advisory Services, LLC | 0.06% | Add +9.8% | 6,954 | $654K |
| Fairview Capital Investment Management, LLC | 0.03% | No change | 6,950 | $653K |
| Wealthspire Advisors, LLC | 0.00% | Add +1.4% | 6,912 | $650K |
| Tradition Wealth Management, LLC | 0.05% | Reduce -50.8% | 6,872 | $646K |
| Waldron Private Wealth LLC | 0.03% | Add +21.1% | 6,820 | $641K |
| Everett Harris & Co. | 0.01% | Reduce -24.6% | 6,783 | $638K |
| Thoroughbred Financial Services, LLC | 0.04% | Add +5.9% | 6,705 | $630K |
| Diligent Investors, LLC | 0.15% | Reduce -24.1% | 6,694 | $629K |
| Rehmann Capital Advisory Group | 0.04% | Add +24.9% | 6,669 | $627K |
| Summit Trail Advisors, LLC | 0.01% | New | 6,564 | $617K |
| Sandbox Financial Partners, LLC | 0.19% | Reduce -5.2% | 6,527 | $613K |
| KFG Wealth Management, LLC | 0.10% | Add +21.3% | 6,524 | $613K |
| Proficio Capital Partners LLC | 0.04% | Add +31.1% | 6,452 | $606K |
| Walleye Trading LLC | 0.01% | New | 6,450 | $606K |
| Betterment LLC | 0.00% | Reduce -22.0% | 6,415 | $603K |
| Werba Rubin Papier Wealth Management | 0.11% | Reduce -24.2% | 6,315 | $594K |
| Redhawk Wealth Advisors, Inc. | 0.07% | Add +1.0% | 6,240 | $586K |
| FineMark National Bank & Trust | 0.02% | Add +6.3% | 6,219 | $585K |
| Moors & Cabot, Inc. | 0.03% | Reduce -5.8% | 6,218 | $584K |
| United Capital Financial Advisors, LLC | 0.00% | Add +3.0% | 6,147 | $578K |
| Vista Finance, LLC | 0.50% | Add +77.7% | 6,131 | $576K |
| Osaic Holdings, Inc. | 0.00% | Add +28.2% | 6,087 | $572K |
| Guidance Point Advisors, LLC | 0.15% | Add +16.6% | 6,079 | $571K |
| Eagle Global Advisors LLC | 0.02% | No change | 6,050 | $569K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +11.2% | 6,012 | $565K |
| Whittier Trust Co. | 0.01% | No change | 6,000 | $564K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.04% | Add +33.2% | 5,898 | $554K |
| Mgo One Seven LLC | 0.02% | Reduce -10.4% | 5,844 | $549K |
| CENTRAL TRUST Co | 0.01% | Add +2.0% | 5,839 | $549K |
| Strategic Wealth Partners, Ltd. | 0.04% | — | 5,804 | $546K |
| Chicago Capital, LLC | 0.01% | Add +7.7% | 5,719 | $538K |
| Horizon Kinetics Asset Management LLC | 0.01% | Reduce -1.9% | 5,681 | $534K |
| Vantage Point Financial LLC | 0.23% | New | 5,659 | $532K |
| Independent Financial Group, LLC | 0.01% | No change | 5,653 | $531K |
| Wealth Alliance, LLC | 0.06% | No change | 5,629 | $529K |
| Advyzon Investment Management, LLC | 0.12% | Reduce -50.8% | 5,604 | $527K |
| IFP Advisors, Inc | 0.01% | Reduce -12.4% | 5,599 | $526K |
| Wealth Group Ltd | 0.13% | Reduce -31.2% | 5,538 | $521K |
| Wolverine Trading, LLC | 0.01% | New | 5,551 | $518K |
| Sage Mountain Advisors LLC | 0.03% | No change | 5,503 | $517K |
| Robinswood Financial LLC | 0.18% | No change | 5,486 | $516K |
| Trek Financial, LLC | 0.03% | Reduce -23.8% | 5,480 | $515K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.07% | Add +52.8% | 5,375 | $505K |
| Vicus Capital | 0.04% | New | 5,350 | $503K |
| Cardiff Park Advisors, LLC | 0.04% | No change | 5,325 | $501K |
| Wealth Preservation Advisors, LLC | 0.30% | No change | 5,236 | $492K |
| AMG National Trust Bank | 0.01% | No change | 5,205 | $489K |
| Founders Financial Securities LLC | 0.04% | Add +9.6% | 5,167 | $486K |
| Smallwood Wealth Investment Management, LLC | 0.28% | No change | 5,146 | $484K |
| IVC Wealth Advisors LLC | 0.23% | Add +1.1% | 5,057 | $475K |
| Meridian Wealth Advisors, LLC | 0.07% | New | 5,000 | $470K |
| OneAscent Financial Services LLC | 0.03% | New | 4,945 | $465K |
| Wealth Effects LLC | 0.17% | Add +0.5% | 4,910 | $461K |
| Clientfirst Wealth Management, LLC | 0.47% | Add +1.7% | 4,888 | $459K |
| Kiker Wealth Management, LLC | 0.26% | Add +3.5% | 4,839 | $455K |
| Instrumental Wealth, LLC | 0.36% | Add +2.9% | 4,395 | $447K |
| Cascade Financial Partners, LLC | 0.05% | Reduce -11.8% | 4,744 | $446K |
| Schneider Downs Wealth Management Advisors, LP | 0.07% | New | 4,712 | $443K |
| Ritholtz Wealth Management | 0.01% | Add +10.1% | 4,708 | $443K |
| Endowment Wealth Management, Inc. | 0.23% | Add +46.1% | 4,700 | $442K |
| Five Pine Wealth Management | 0.32% | Add +9.6% | 4,657 | $438K |
| Raymond James Financial Inc. | 0.00% | Add +6.8% | 4,629 | $435K |
| Savant Capital, LLC | 0.00% | Reduce -16.9% | 4,606 | $433K |
| Perigon Wealth Management, LLC | 0.01% | Add +60.5% | 4,590 | $431K |
| National Wealth Management Group, LLC | 0.24% | Add +5.6% | 4,569 | $429K |
| Ausdal Financial Partners, Inc. | 0.03% | New | 4,523 | $425K |
| Prime Capital Investment Advisors, LLC | 0.01% | Add +7.7% | 4,516 | $424K |
| Gitterman Wealth Management, LLC | 0.10% | Add +4.8% | 4,511 | $424K |
| Old Mission Investment Co LLC | 0.12% | Add +51.2% | 4,504 | $423K |
| KKM Financial LLC | 0.15% | No change | 4,500 | $423K |
| Geneva Partners, LLC | 0.17% | Add +2.9% | 4,499 | $423K |
| Atria Investments, Inc | 0.01% | Add +28.0% | 4,481 | $421K |
| Drucker Wealth 3.0, LLC | 0.08% | Reduce -3.2% | 4,269 | $417K |
| McAdam, LLC | 0.02% | Add +1.8% | 4,404 | $414K |
| Retirement Income Solutions, Inc. | 0.08% | Reduce -10.8% | 4,389 | $413K |
| Beacon Capital Management, LLC | 0.05% | Add +4.5% | 4,315 | $406K |
| Strait & Sound Wealth Management LLC | 0.17% | No change | 4,310 | $405K |
| Exchange Capital Management, Inc. | 0.06% | No change | 4,300 | $404K |
| Greenberg Financial Group | 0.15% | Add +9.2% | 7,909 | $404K |
| Guardian Wealth Advisors, LLC / NC | 0.03% | Add +6.2% | 4,285 | $403K |
| Valmark Advisers, Inc. | 0.01% | New | 4,277 | $402K |
| Impact Partnership Wealth, LLC | 0.07% | Add +3.6% | 4,255 | $400K |
| Tocqueville Asset Management L.P. | 0.01% | No change | 4,230 | $398K |
| Titleist Asset Management, LLC | 0.04% | Add +0.3% | 4,229 | $398K |
| Robertson Stephens Wealth Management, LLC | 0.01% | Reduce -11.4% | 4,196 | $394K |
| Claro Advisors Inc. | 0.07% | Add +14.2% | 4,186 | $393K |
| MCF Advisors LLC | 0.03% | Add +178.4% | 4,062 | $382K |
| Ellis Investment Partners, LLC | 0.07% | Reduce -8.1% | 4,040 | $380K |
| World Investment Advisors | 0.01% | Reduce -1.9% | 4,037 | $379K |
| Riggs Asset Managment Co. Inc. | 0.09% | New | 4,023 | $378K |
| Waddell & Associates, LLC | 0.04% | No change | 4,022 | $378K |
| Moneco Advisors, LLC | 0.04% | Add +3.0% | 4,022 | $378K |
| Diversify Wealth Management, LLC | 0.02% | Add +0.0% | 3,561 | $372K |
| Simon Quick Advisors, LLC | 0.02% | No change | 3,939 | $370K |
| Scotia Capital Inc. | 0.00% | Reduce -13.4% | 3,908 | $367K |
| Tamar Securities, LLC | 0.04% | Reduce -7.5% | 3,907 | $367K |
| Group One Trading LLC | 0.01% | New | 3,891 | $366K |
| Anson Capital, Inc. | 0.29% | Add +11.6% | 3,854 | $362K |
| Centaurus Financial, Inc. | 0.02% | No change | 3,854 | $362K |
| Invesco Ltd. | 0.00% | Reduce -10.4% | 3,851 | $362K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | Reduce -8.1% | 3,849 | $362K |
| Franklin Resources Inc. | 0.00% | Add +13.2% | 3,839 | $361K |
| Oakworth Capital, Inc. | 0.02% | No change | 3,836 | $361K |
| Sandy Cove Advisors, LLC | 0.13% | Reduce -6.3% | 3,808 | $358K |
| Arkadios Wealth Advisors | 0.01% | New | 3,801 | $357K |
| Archer Investment Corp | 0.09% | Add +0.6% | 3,797 | $357K |
| Crestwood Advisors Group, LLC | 0.01% | Reduce -0.9% | 3,782 | $355K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | New | 3,740 | $352K |
| NorthStar Asset Management LLC | 0.18% | No change | 3,720 | $350K |
| RMR Capital Management, LLC | 0.25% | No change | 3,659 | $344K |
| Veracity Capital LLC | 0.12% | Reduce -1.4% | 3,604 | $339K |
| Pine Valley Investments Ltd Liability Co | 0.02% | Add +0.4% | 3,533 | $332K |
| Gerber, LLC | 0.23% | No change | 3,508 | $330K |
| Cape Investment Advisory, Inc. | 0.12% | Add +204.3% | 3,500 | $329K |
| Beacon Investment Advisory Services, Inc. | 0.01% | No change | 3,500 | $329K |
| Drive Wealth Management, LLC | 0.07% | Reduce -0.1% | 3,489 | $328K |
| Commerce Bank | 0.00% | Add +19.3% | 3,471 | $326K |
| Earned Wealth Advisors, LLC | 0.06% | Reduce -4.1% | 3,470 | $326K |
| Baring Financial LLC | 0.24% | Add +24.1% | 3,464 | $326K |
| Park Edge Advisors, LLC | 0.08% | Add +2.1% | 3,456 | $325K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -56.1% | 3,420 | $321K |
| Hilltop Holdings Inc. | 0.02% | Reduce -6.2% | 3,399 | $319K |
| New Republic Capital, LLC | 0.11% | No change | 3,390 | $319K |
| Total Investment Management Inc. | 0.05% | Reduce -18.7% | 3,366 | $316K |
| Thompson Davis & Co., Inc. | 0.22% | Reduce -2.9% | 3,365 | $316K |
| AlTi Global, Inc. | 0.01% | Add +0.8% | 3,361 | $316K |
| Tectonic Advisors LLC | 0.02% | Reduce -48.2% | 3,338 | $314K |
| IFG Advisors, LLC | 0.05% | Add +15.3% | 3,326 | $313K |
| Curran Financial Partners, LLC | 0.07% | New | 3,303 | $310K |
| J. Safra Sarasin Holding AG | 0.01% | New | 3,312 | $309K |
| Bridgewater Advisors Inc. | 0.02% | New | 3,002 | $308K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +3.1% | 3,270 | $307K |
| Appleton Partners Inc. | 0.02% | Add +14.2% | 3,227 | $303K |
| Navellier & Associates Inc. | 0.04% | No change | 3,213 | $302K |
| Stokes Family Office, LLC | 0.03% | New | 3,194 | $300K |
| Verdence Capital Advisors LLC | 0.02% | New | 3,183 | $299K |
| Beese Fulmer Investment Management, Inc. | 0.02% | New | 3,180 | $299K |
| Gryphon Financial Partners LLC | 0.04% | New | 3,154 | $296K |
| Arkfeld Wealth Strategies, L.L.C. | 0.12% | New | 3,120 | $294K |
| Brogan Financial, Inc. | 0.13% | Add +2.4% | 3,122 | $293K |
| YHB Investment Advisors, Inc. | 0.02% | New | 3,111 | $292K |
| Clare Market Investments LLC | 0.06% | Reduce -12.8% | 3,110 | $292K |
| Fidelis Capital Partners, LLC | 0.03% | New | 2,905 | $292K |
| Adamsbrown Wealth Consultants LLC | 0.08% | New | 3,106 | $292K |
| Legacy Financial Advisors, Inc. | 0.05% | New | 3,105 | $292K |
| CFO4Life Group, LLC | 0.05% | New | 3,099 | $291K |
| Greenleaf Trust | 0.00% | New | 3,093 | $291K |
| Kenora Financial, LLC | 0.11% | New | 3,083 | $290K |
| SlateStone Wealth, LLC | 0.03% | New | 3,068 | $288K |
| Kagan Cocozza Asset Management | 0.22% | No change | 3,060 | $288K |
| Sugar Maple Asset Management, LLC | 0.22% | New | 3,049 | $287K |
| Stiles Financial Services Inc | 0.10% | New | 3,034 | $285K |
| CreativeOne Wealth, LLC | 0.01% | Reduce -66.1% | 3,020 | $284K |
| Hobbs Group Advisors, LLC | 0.10% | Reduce -0.1% | 3,004 | $282K |
| Clarus Group, Inc. | 0.10% | No change | 3,000 | $282K |
| Crane Advisory, LLC | 0.05% | New | 2,685 | $277K |
| Bokf, NA | 0.00% | No change | 2,938 | $276K |
| BankPlus Trust Department | 0.08% | No change | 2,927 | $275K |
| Pennsylvania Capital Management Inc. | 0.09% | No change | 2,922 | $275K |
| Quantinno Capital Management LP | 0.00% | New | 2,865 | $269K |
| Wealth Dimensions Group, Ltd. | 0.06% | New | 2,857 | $269K |
| Financial Perspectives, Inc | 0.08% | No change | 2,848 | $268K |
| SMI Advisory Services, LLC | 0.05% | Reduce -33.7% | 2,570 | $268K |
| Strategies Wealth Advisors, LLC | 0.03% | No change | 2,812 | $264K |
| Midwest Trust Co | 0.00% | — | 2,781 | $261K |
| HB Wealth Management, LLC | 0.00% | New | 2,764 | $260K |
| Alan B Lancz & Associates, Inc. | 0.26% | New | 2,750 | $258K |
| Visionary Wealth Advisors | 0.01% | New | 2,744 | $258K |
| Smith Anglin Financial, LLC | 0.02% | New | 2,708 | $255K |
| Cobblestone Asset Management LLC | 0.13% | New | 2,704 | $254K |
| Koshinski Asset Management, Inc. | 0.02% | New | 2,694 | $253K |
| Financial Engines Advisors L.L.C. | 0.00% | New | 2,675 | $251K |
| Covenant Asset Management, LLC | 0.05% | New | 2,628 | $247K |
| Main Street Financial Solutions, LLC | 0.02% | New | 2,612 | $246K |
| Buckley Wealth Management, LLC | 0.07% | New | 2,610 | $245K |
| EPG Wealth Management LLC | 0.07% | New | 2,580 | $242K |
| Centerpoint Advisors, LLC | 0.08% | Reduce -0.3% | 2,574 | $242K |
| Regency Capital Management Inc.\DE | 0.13% | New | 2,560 | $241K |
| Omega Financial Group, LLC | 0.09% | New | 2,559 | $241K |
| MTM Investment Management, LLC | 0.08% | Reduce -17.0% | 2,559 | $241K |
| Cutler Capital Management, LLC | 0.10% | New | 2,555 | $240K |
| LongView Wealth Management | 0.07% | New | 2,555 | $240K |
| Fairvoy Private Wealth, LLC | 0.06% | New | 2,545 | $239K |
| Plante Moran Financial Advisors, LLC | 0.02% | Add +22.8% | 2,521 | $237K |
| Narus Financial Partners, LLC | 0.07% | New | 2,500 | $235K |
| Opal Wealth Advisors, LLC | 0.07% | No change | 2,500 | $235K |
| Howe & Rusling Inc. | 0.02% | Reduce -13.6% | 2,485 | $234K |
| Dakota Wealth Management | 0.00% | New | 2,470 | $232K |
| Nicolet Advisory Services, LLC | 0.02% | New | 2,350 | $232K |
| Maripau Wealth Management LLC | 0.12% | New | 2,453 | $231K |
| Platform Technology Partners | 0.06% | New | 2,443 | $230K |
| TFB Advisors LLC | 0.06% | Reduce -14.2% | 2,418 | $227K |
| Dynamic Advisor Solutions LLC | 0.01% | New | 2,418 | $227K |
| Strategic Blueprint, LLC | 0.01% | New | 2,403 | $226K |
| Brown, Lisle/Cummings, Inc. | 0.06% | Reduce -1.9% | 2,390 | $225K |
| Sentinel Pension Advisors, LLC | 0.04% | New | 2,379 | $224K |
| Strategic Advocates LLC | 0.07% | New | 2,375 | $223K |
| Austin Wealth Management, LLC | 0.04% | New | 2,182 | $222K |
| Prasad Wealth Partners, LLC | 0.07% | New | 2,363 | $222K |
| Coldstream Capital Management Inc. | 0.00% | No change | 2,361 | $222K |
| Helium Advisors LLC | 0.14% | New | 2,360 | $222K |
| Leo Wealth, LLC | 0.02% | New | 2,341 | $220K |
| WBH Advisory Inc. | 0.02% | New | 2,340 | $220K |
| Truvestments Capital LLC | 0.04% | Add +283.1% | 2,333 | $219K |
| Keystone Wealth Services, LLC | 0.05% | New | 2,311 | $217K |
| Hengehold Capital Management LLC | 0.02% | New | 2,311 | $217K |
| Crescent Grove Advisors, LLC | 0.02% | New | 2,300 | $216K |
| Fermata Advisors, LLC | 0.06% | New | 2,283 | $215K |
| BSW Wealth Partners | 0.03% | New | 2,272 | $214K |
| Smith Chas P & Associates Pa Cpas | 0.01% | New | 2,270 | $213K |
| Neuberger Berman Group LLC | 0.00% | New | 2,270 | $213K |
| McMill Wealth Management | 0.07% | Reduce -23.9% | 2,227 | $209K |
| Magnus Financial Group LLC | 0.02% | New | 2,220 | $209K |
| Rosenberg Matthew Hamilton | 0.05% | No change | 2,219 | $209K |
| Rather & Kittrell, Inc. | 0.04% | New | 2,219 | $209K |
| Elevatus Welath Management | 0.07% | New | 2,217 | $208K |
| Capital Advisors Inc. | 0.00% | New | 2,211 | $208K |
| Empower Advisory Group, LLC | 0.00% | Reduce -50.2% | 2,186 | $205K |
| Relyea Zuckerberg Hanson LLC | 0.02% | New | 2,141 | $201K |
| Asset Dedication, LLC | 0.01% | Add +6.5% | 2,130 | $200K |
| Stone House Investment Management, LLC | 0.04% | Add +15.1% | 2,108 | $198K |
| Atlantic Union Bankshares Corp | 0.00% | New | 1,956 | $184K |
| Headlands Technologies LLC | 0.02% | Reduce -79.1% | 1,875 | $176K |
| Royal Bank of Canada | 0.00% | Reduce -16.2% | 1,789 | $168K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 1,780 | $167K |
| Silicon Valley Capital Partners | 0.02% | No change | 1,750 | $164K |
| Wilmington Savings Fund Society, FSB | 0.00% | Add +96.0% | 1,697 | $160K |
| Quest 10 Wealth Builders, Inc. | 0.15% | Add +13.9% | 1,646 | $155K |
| Strategic Investment Solutions, Inc. | 0.05% | Add +6.9% | 1,633 | $153K |
| Hills Bank & Trust Co | 0.01% | New | 1,550 | $146K |
| Icon Wealth Advisors, LLC | 0.01% | No change | 1,518 | $143K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +3.7% | 1,483 | $139K |
| Halbert Hargrove Global Advisors, LLC | 0.01% | Add +182.6% | 1,481 | $139K |
| Tortoise Investment Management, LLC | 0.01% | Add +1.4% | 1,425 | $134K |
| Signaturefd, LLC | 0.00% | Add +13.1% | 1,379 | $130K |
| UMB Bank, n.a. | 0.00% | No change | 1,275 | $120K |
| Citizens National Bank Trust Department | 0.02% | Add +11.8% | 1,230 | $116K |
| Atlantic Private Wealth, LLC | 0.08% | Add +45.9% | 1,201 | $113K |
| ORG Partners LLC | 0.02% | Reduce -3.7% | 1,084 | $100K |
| Investment Counsel Co. of Nevada | 0.20% | No change | 1,037 | $97K |
| Park Square Financial Group, LLC | 0.07% | No change | 1,003 | $94K |
| Family Legacy Financial Solutions, LLC | 0.08% | — | 1,000 | $94K |
| Arax Advisory Partners | 0.00% | No change | 292 | $94K |
| Teachers Insurance & Annuity Association of America | 0.11% | No change | 935 | $88K |
| JPMorgan Chase & Co. | 0.00% | Reduce -67.6% | 926 | $87K |
| North Ridge Wealth Advisors, Inc. | 0.05% | Reduce -12.3% | 851 | $80K |
| Heritage Wealth Advisors | 0.00% | No change | 817 | $77K |
| Golden State Wealth Management, LLC | 0.01% | No change | 779 | $73K |
| Morgan Dempsey Capital Management LLC | 0.03% | Add +24.8% | 751 | $71K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -9.7% | 700 | $66K |
| Perkins Coie Trust Co | 0.01% | No change | 680 | $64K |
| Capital Analysts, LLC | 0.00% | Add +19.3% | 674 | $63K |
| Hurley Capital, LLC | 0.04% | No change | 670 | $63K |
| Clarity Asset Management, Inc. | 0.04% | No change | 666 | $63K |
| AllSquare Wealth Management LLC | 0.04% | No change | 665 | $63K |
| Aspect Partners, LLC | 0.03% | No change | 660 | $62K |
| Canton Hathaway, LLC | 0.01% | Add +4.0% | 650 | $61K |
| Cedar Wealth Management, LLC | 0.02% | New | 616 | $58K |
| Trust Co. of Vermont | 0.00% | No change | 600 | $56K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 600 | $56K |
| NBT Bank, N.A. | 0.00% | Add +45.8% | 589 | $55K |
| Curio Wealth, LLC | 0.02% | Add +57800.0% | 579 | $54K |
| Cordant, Inc. | 0.03% | Add +0.5% | 562 | $53K |
| Richard W. Paul & Associates, LLC | 0.02% | Reduce -35.3% | 533 | $50K |
| Sound Income Strategies, LLC | 0.00% | Reduce -50.3% | 507 | $48K |
| NFSG Corp | 0.01% | No change | 504 | $47K |
| Avondale Wealth Management | 0.03% | Add +120.3% | 478 | $45K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -43.6% | 448 | $42K |
| Harbour Investments, Inc. | 0.00% | Add +79.5% | 359 | $34K |
| Stephens Consulting, LLC | 0.01% | Add +8.4% | 350 | $33K |
| Activest Wealth Management | 0.01% | Add +8.8% | 332 | $31K |
| Briaud Financial Planning Inc | 0.01% | New | 294 | $27K |
| Physician Wealth Advisors, Inc. | 0.00% | Add +4.0% | 286 | $27K |
| New Millennium Group LLC | 0.01% | Reduce -1.4% | 274 | $26K |
| Painted Porch Advisors LLC | 0.01% | No change | 272 | $26K |
| Harel Insurance Investments & Financial Services Ltd. | 0.00% | New | 251 | $24K |
| Finley Financial, LLC | 0.01% | No change | 235 | $22K |
| Pension & Wealth Management Advisors, Inc. | 0.01% | No change | 231 | $22K |
| Financial Network Wealth Advisors LLC | 0.03% | No change | 229 | $22K |
| SJS Investment Consulting Inc. | 0.00% | No change | 210 | $20K |
| Iron Horse Wealth Management, LLC | 0.01% | No change | 200 | $19K |
| Caldwell Trust Co | 0.00% | New | 200 | $19K |
| Lanark Financial, Inc. | 0.00% | No change | 185 | $17K |
| Country Trust Bank | 0.00% | Add +17.6% | 174 | $16K |
| Clearstead Trust, LLC | 0.00% | No change | 170 | $16K |
| Principia Wealth Advisory, LLC | 0.01% | Add +539.1% | 147 | $14K |
| SOA Wealth Advisors, LLC. | 0.00% | New | 145 | $14K |
| Birchbrook, Inc. | 0.01% | No change | 130 | $12K |
| HighMark Wealth Management LLC | 0.01% | No change | 120 | $11K |
| Sachetta, LLC | 0.00% | No change | 116 | $11K |
| Nova Wealth Management, Inc. | 0.01% | No change | 115 | $11K |
| Garde Capital, Inc. | 0.00% | No change | 90 | $8K |
| Ameritas Advisory Services, LLC | 0.00% | New | 89 | $8K |
| Copia Wealth Management | 0.01% | Add +266.7% | 88 | $8K |
| Assetmark, Inc. | 0.00% | No change | 88 | $8K |
| CKW Financial Group | 0.00% | No change | 88 | $8K |
| PrairieView Partners, LLC | 0.00% | Add +130.0% | 92 | $8K |
| Glassman Wealth Services | 0.00% | No change | 81 | $8K |
| CNB Bank | 0.00% | New | 68 | $6K |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 61 | $6K |
| Rossby Financial, LCC | 0.00% | No change | 57 | $5K |
| Financial Freedom, LLC | 0.00% | Reduce -57.8% | 57 | $5K |
| FMR LLC | 0.00% | Reduce -37.4% | 57 | $5K |
| GHP Investment Advisors, Inc. | 0.00% | Add +42.4% | 47 | $4K |
| Frazier Financial Advisors, LLC | 0.00% | No change | 38 | $4K |
| Vision Financial Markets LLC | 0.00% | Reduce -50.0% | 35 | $3K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -98.7% | 30 | $3K |
| VSM Wealth Advisory, LLC | 0.00% | New | 24 | $2K |
| POM Investment Strategies, LLC | 0.00% | New | 22 | $2K |
| Pandora Wealth, Inc. | 0.00% | No change | 20 | $2K |
| Concord Wealth Partners | 0.00% | No change | 17 | $2K |
| Wolff Wiese Magana LLC | 0.00% | Add +45.5% | 16 | $2K |
| SWAN Capital LLC | 0.00% | No change | 15 | $1K |
| Bellwether Advisors, LLC | 0.00% | No change | 12 | $1K |
| Traub Capital Management LLC | 0.00% | — | 10 | $940 |
| Kilter Group LLC | 0.00% | New | 10 | $940 |
| Fourth Dimension Wealth, LLC | 0.00% | No change | 10 | $940 |
| Evermay Wealth Management LLC | 0.00% | New | 10 | $940 |
| TD Capital Management LLC | 0.00% | No change | 10 | $940 |
| Dunhill Financial, LLC | 0.00% | New | 10 | $939 |
| Carolina Wealth Advisors, LLC | 0.00% | New | 5 | $470 |
| Aventura Private Wealth, LLC | 0.00% | New | 5 | $470 |
| Fifth Third Bancorp | 0.00% | New | 5 | $470 |
| Clark Wealth Partners | 0.00% | No change | 3 | $282 |
| Koesten, Hirschmann & Crabtree, INC. | 0.00% | No change | 3 | $282 |
| Morgan Stanley | 0.00% | No change | 1 | $94 |
| Wells Fargo & Company | 0.00% | Reduce -83.3% | 1 | $88 |
| Tsfg, LLC | 0.00% | No change | 4 | $0 |
"% of holder's portfolio" is FBTC's weight in each manager's 13F, not the share of Fidelity Wise Origin Bitcoin the manager owns.