Fidelity Wise Origin BitcoinFBTCETF

13F holders, Q3 2025 (September 30)
685holders +62
95new positions
30sold out
5famous investors
$99.74avg. 13F price*

At the end of Q3 2025, 685 institutions reported holding Fidelity Wise Origin Bitcoin (FBTC) in their 13F filings, up 62 from Q2 2025. 95 opened new positions and 30 sold out. The largest holders were Millennium Management ($743.3M), Jane Street Group, LLC ($235.5M) and Schonfeld Strategic Advisors LLC ($218.6M). 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 David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).

Company
Fidelity Wise Origin Bitcoin
CUSIP
315948109
Latest filing quarter
Q2 2026

History

Number of 13F holders

0200400600800 Q1 2024: 247Q1 2024Q2 2024: 314Q2 2024Q3 2024: 343Q3 2024Q4 2024: 529Q4 2024Q1 2025: 534Q1 2025Q2 2025: 623Q2 2025Q3 2025: 685Q3 2025Q4 2025: 679Q4 2025Q1 2026: 646Q1 2026Q2 2026: 625Q2 2026

Total Exit/New Position Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions95$75.3M
Exits30$42.0M

All 13F filers, Q2 2025 → Q3 2025: 4,897,247 shares bought and 10,152,561 shares sold, net −5,255,314 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 685 holders

Millennium Management 0.61% Add +5.9% 7,447,005 $743.3M
Jane Street Group, LLC 0.28% Reduce -45.1% 2,359,679 $235.5M
Schonfeld Strategic Advisors LLC 1.53% Reduce -53.0% 2,189,931 $218.6M
Sculptor Capital LP 4.93% No change 2,188,727 $218.5M
Capula Management Ltd 1.57% Add +41.1% 2,112,794 $210.9M
Almitas Capital LLC 36.87% No change 1,611,637 $160.9M
Cantor Fitzgerald, L. P. 2.52% Reduce -0.9% 1,280,931 $127.8M
ParaFi Capital LP 23.93% No change 1,090,000 $108.8M
Goldman Sachs Group Inc. 0.01% Reduce -79.6% 942,096 $94.0M
Pine Ridge Advisers LLC 5.71% No change 834,367 $83.3M
Trans-Canada Capital Inc. 4.69% No change 772,842 $77.1M
Envestnet Asset Management Inc. 0.02% Reduce -0.7% 669,854 $66.9M
Patient Capital Management, LLC 2.48% Reduce -0.1% 619,752 $61.9M
Mariner, LLC 0.08% Add +4.4% 588,452 $58.7M
Susquehanna International Group, LLP 0.08% Add +74.3% 579,810 $57.9M
United Capital Management of KS, Inc. 7.68% Reduce -0.4% 565,287 $56.4M
Cresset Asset Management, LLC 0.25% Add +7.6% 557,940 $55.7M
IMC-Chicago, LLC 0.98% Add +104.2% 554,970 $55.4M
Elequin Capital, LP 4.09% Add +22.9% 479,372 $47.8M
Beaumont Financial Advisors, LLC 3.09% Reduce -2.2% 463,623 $46.3M
WINTON GROUP Ltd 1.52% Add +20.4% 407,078 $40.6M
EverSource Wealth Advisors, LLC 1.56% Add +3.3% 395,574 $39.5M
Kaleidoscope Capital LP 10.78% Add +47.2% 377,976 $37.7M
HighTower Advisors, LLC 0.04% Add +4.8% 366,122 $36.5M
HBK Investments L P 0.55% Reduce -57.5% 331,272 $33.1M
Legacy Wealth Asset Management, LLC 7.48% Add +1.0% 308,246 $30.8M
Ovata Capital Management Ltd 5.88% No change 295,558 $29.4M
Van Hulzen Asset Management, LLC 1.92% Reduce -0.2% 258,644 $25.8M
Marex Group Ltd 0.31% Add +116.4% 248,634 $24.8M
Heck Capital Advisors, LLC 1.92% Add +209.0% 248,524 $24.8M
Cetera Investment Advisers 0.03% Add +81.9% 246,300 $24.6M
Diversify Advisory Services, LLC 0.73% Add +9.2% 233,452 $21.7M
Atlas Wealth Partners, LLC 21.06% Add +0.7% 206,697 $20.6M
BlackRock, Inc. 0.00% Add +51.9% 206,447 $20.6M
Compass Ion Advisors, LLC 1.97% Add +8.6% 204,253 $20.4M
Simplex Trading, LLC 0.44% Add +187.0% 200,251 $20.0M
Guardian Point Capital, LP 7.68% New 200,000 $20.0M
Commonwealth Equity Services, LLC 0.03% Reduce -17.7% 194,069 $19.4M
D. E. Shaw & Co. 0.02% Add +257.7% 186,008 $18.6M
Citadel Advisors 0.01% Add +49.6% 181,097 $18.1M
Tidal Investments LLC 0.07% Reduce -18.9% 176,426 $17.6M
SKY-Mountain Capital Management, Inc. 11.65% Add +0.3% 177,593 $16.7M
Traynor Capital Management, Inc. 0.95% Add +71.3% 166,573 $16.6M
Courage Capital Management LLC 21.87% Add +6.6% 165,865 $16.6M
Landscape Capital Management, L.L.C. 1.05% Reduce -15.5% 165,695 $16.5M
Kestra Advisory Services, LLC 0.07% Reduce -2.4% 163,751 $16.3M
Consolidated Portfolio Review Corp 1.93% Add +2.4% 154,054 $15.4M
Wealth Enhancement Advisory Services, LLC 0.02% Add +35.5% 142,898 $15.2M
Logan Stone Capital, LLC 6.80% Add +591.2% 149,992 $15.0M
Hunting Hill Global Capital, LLC 5.42% Add +11.5% 144,250 $14.4M
Creative Planning 0.01% Add +16.2% 143,604 $14.3M
Parcion Private Wealth LLC 0.89% Reduce -0.2% 143,004 $14.3M
Cambridge Investment Research Advisors, Inc. 0.04% Add +43.9% 138,186 $13.8M
Copperleaf Capital, LLC 6.40% Add +19.0% 133,669 $13.3M
Alamea Verwaltungs GmbH 8.03% No change 117,771 $11.8M
Spire Wealth Management 0.39% Add +120.1% 113,439 $11.3M
Old Mission Capital LLC 0.39% New 110,180 $11.0M
Ieq Capital, LLC 0.03% Add +3.2% 110,012 $11.0M
StoneX Group Inc. 0.48% Reduce -9.0% 109,451 $10.9M
Advisory Services Network, LLC 0.16% Add +28.7% 109,377 $10.9M
Citrine Capital LLC 4.87% Add +17.3% 105,304 $10.5M
Fiduciary Trust Co 0.12% No change 104,719 $10.5M
Allegheny Financial Group 1.89% Add +2.5% 101,492 $10.1M
Cwm, LLC 0.03% Add +10.9% 101,301 $10.1M
Exencial Wealth Advisors, LLC 0.33% Add +22.4% 101,235 $10.1M
Newtyn Management, LLC 1.19% Reduce -19.1% 97,200 $9.7M
Kestra Private Wealth Services, LLC 0.13% Add +10.9% 96,121 $9.6M
Senator Investment Group LP 0.35% Add +4.1% 93,788 $9.4M
Mutual Advisors, LLC 0.20% Add +106.1% 96,254 $9.3M
Great Point Wealth Advisors, LLC 1.71% — 91,167 $9.1M
Kingswood Wealth Advisors, LLC 0.54% Reduce -1.2% 89,873 $9.0M
Arkos Global Advisors 1.14% Add +44.1% 89,518 $8.9M
Avaii Wealth Management, LLC 3.21% Add +9.1% 84,605 $8.4M
Brookstone Capital Management 0.10% Add +0.3% 83,735 $8.4M
First Trust Advisors LP 0.01% Add +5.3% 82,064 $8.2M
Aptus Capital Advisors, LLC 0.07% Add +18.7% 80,211 $8.0M
MML Investors Services, LLC 0.02% Add +84.2% 80,194 $8.0M
Park Avenue Securities LLC 0.06% Add +9.0% 80,174 $8.0M
Altfest L J & Co. Inc. 0.89% Reduce -36.1% 80,092 $8.0M
Mad River Investors 3.07% Reduce -2.0% 71,804 $7.2M
SevenBridge Financial Group, LLC 1.16% Add +25.4% 79,507 $7.0M
Foundations Investment Advisors, LLC 0.09% Add +29.2% 64,363 $6.4M
Beaird Harris Wealth Management, LLC 0.45% Add +4.5% 63,739 $6.4M
US Bancorp \de 0.01% Reduce -17.6% 63,737 $6.4M
Corient Private Wealth LP 0.01% Reduce -25.4% 62,514 $6.2M
Jump Financial, LLC 0.08% New 62,371 $6.2M
Focus Partners Wealth 0.01% Add +19.0% 61,763 $6.2M
Modus Advisors, LLC 1.65% Reduce -10.9% 60,591 $6.0M
Integrated Advisors Network LLC 0.25% Reduce -21.2% 58,763 $5.9M
Berman McAleer LLC 0.82% — 58,619 $5.9M
Avenir Tech Ltd 0.45% No change 58,618 $5.9M
Am Investment Strategies LLC 1.26% Add +6.2% 58,354 $5.8M
Pasadena Private Wealth, LLC 0.82% Add +0.8% 57,208 $5.7M
Smart Money Group LLC 1.69% Reduce -1.5% 57,024 $5.7M
PYA Waltman Capital, LLC 1.48% Add +4.8% 55,237 $5.5M
NewEdge Advisors, LLC 0.02% Reduce -22.3% 54,288 $5.4M
Milestone Asset Management Group, LLC 3.41% Add +11.3% 54,258 $5.4M
Cambridge Advisors Inc. 1.05% Add +0.6% 53,706 $5.4M
Farther Finance Advisors, LLC 0.08% Reduce -0.2% 53,657 $5.4M
Claar Advisors LLC 1.55% No change 52,500 $5.2M
QTR Family Wealth, LLC 2.48% Add +0.3% 52,320 $5.2M
Libra Wealth LLC 1.51% Add +21.4% 50,443 $5.0M
Rpo LLC 8.94% No change 49,757 $5.0M
Eaton Financial Holdings Company, LLC 1.37% Add +49.2% 48,821 $4.9M
Virtu Financial LLC 0.27% Add +92.4% 48,136 $4.8M
Fiduciary Alliance LLC 0.32% Reduce -0.5% 47,227 $4.7M
First Heartland Consultants, Inc. 0.37% Add +57.8% 46,480 $4.6M
Sfmg, LLC 0.32% Add +18.2% 45,551 $4.5M
Kingsview Wealth Management, LLC 0.07% Add +40.5% 45,498 $4.5M
Arbor Capital Management Inc. 3.60% Add +8.7% 43,695 $4.5M
Sepio Capital, LP 0.26% Add +11.7% 44,198 $4.4M
Lido Advisors, LLC 0.02% Add +0.6% 43,985 $4.4M
Nwam LLC 0.24% Reduce -0.9% 43,859 $4.4M
NorthCoast Asset Management LLC 0.02% Add +4.5% 43,151 $4.3M
Keel Point, LLC 0.26% Add +74.2% 42,145 $4.2M
Vista Investment Partners Ii, LLC 1.94% Add +3.0% 41,579 $4.2M
Haven Private, LLC 1.82% Add +4.2% 41,341 $4.1M
Element Pointe Advisors, LLC 0.87% New 41,005 $4.1M
Osaic Holdings, Inc. 0.01% Add +594.4% 42,266 $4.1M
DecisionMap Wealth Management, LLC 2.58% Add +10.9% 40,264 $4.0M
Panoramic Investment Advisors, LLC 2.26% Add +1.7% 40,233 $4.0M
SCS Capital Management LLC 0.04% Add +15.5% 40,195 $4.0M
Merit Financial Group, LLC 0.04% Add +1.4% 40,130 $4.0M
Tred Avon Family Wealth, LLC 1.38% — 40,114 $4.0M
Debussy Capital Management LP 0.55% Add +30.6% 38,774 $3.9M
Evexia Wealth LLC 1.15% Reduce -1.1% 38,055 $3.8M
Promethium Advisors,llc 2.20% Add +15.1% 38,381 $3.8M
CMG Global Holdings, LLC 1.87% Add +0.9% 39,323 $3.8M
Peregrine Asset Advisers, Inc. 1.12% Reduce -30.6% 37,308 $3.7M
Advisors Capital Management, LLC 0.05% New 37,182 $3.7M
Beam Wealth Advisors, Inc. 1.00% Add +147.2% 36,804 $3.7M
Sowell Financial Services LLC 0.14% Reduce -54.2% 36,705 $3.7M
Innovative Advisory Group, LLC 2.39% Add +2.8% 36,529 $3.6M
PTM Wealth Management, LLC 2.10% Add +4.4% 32,193 $3.5M
Blue Trust, Inc. 0.04% Add +0.1% 34,870 $3.5M
Howard Capital Management, LLC 0.05% New 34,786 $3.5M
Firestone Capital Management 0.75% Add +16.4% 34,682 $3.5M
Joel Isaacson & Co., LLC 0.12% No change 34,192 $3.4M
Exit Wealth Advisors, LLC. 2.26% — 33,890 $3.4M
Sanctuary Advisors, LLC 0.02% Add +27.2% 33,604 $3.4M
Avior Wealth Management, LLC 0.11% Reduce -1.4% 33,356 $3.3M
Childress Capital Advisors, LLC 0.60% Add +3.0% 33,025 $3.3M
O'Neil Global Advisors, Inc. 0.60% Reduce -89.5% 32,813 $3.3M
Vise Technologies, Inc. 0.12% New 32,767 $3.3M
Global Retirement Partners, LLC 0.07% Add +3.3% 31,989 $3.2M
CIBC Private Wealth Group LLC 0.01% Add +6.9% 31,673 $3.2M
Integrated Wealth Concepts LLC 0.03% Add +6.9% 31,005 $3.1M
Private Advisor Group, LLC 0.02% Add +22.6% 30,937 $3.1M
Vista Finance, LLC 2.04% Add +400.7% 30,696 $3.1M
Basso Capital Management, L.P. 2.04% Add +15.5% 30,600 $3.1M
LPL Financial LLC 0.00% Add +6.4% 30,203 $3.0M
Meitav Investment House Ltd. 0.04% Add +28.9% 30,187 $3.0M
Moneta Group Investment Advisors LLC 0.02% Add +36.6% 29,965 $3.0M
Financial Designs Corp 1.67% Add +10.3% 30,154 $2.9M
Valeo Financial Advisors, LLC 0.07% Reduce -16.0% 28,825 $2.9M
Bank of America Corp. 0.00% Reduce -5.0% 28,786 $2.9M
Wealthcare Advisory Partners LLC 0.06% Add +17.2% 28,566 $2.9M
SMART Wealth LLC 1.07% Add +3.0% 28,350 $2.8M
Concurrent Investment Advisors, LLC 0.05% Add +114.1% 27,736 $2.8M
Staley Capital Advisers Inc. 0.11% No change 27,340 $2.7M
Abound Wealth Management 0.68% Add +5.8% 27,318 $2.7M
Summit Financial, LLC 0.04% New 27,115 $2.7M
Camelot Portfolios, LLC 1.58% Reduce -6.9% 26,690 $2.7M
Brown Brothers Harriman & Co. 0.02% Add +0.6% 26,554 $2.7M
Guild Investment Management, Inc. 2.09% Reduce -8.8% 26,386 $2.6M
Farringdon Capital, Ltd. 0.66% Reduce -5.8% 26,146 $2.6M
Mission Wealth Management, LP 0.05% Add +2.1% 25,303 $2.5M
FRG Family Wealth Advisors LLC 0.41% Add +42.8% 25,288 $2.5M
Cerity Partners LLC 0.00% Add +24.9% 24,424 $2.4M
Financial Partners Group, Inc 0.30% Add +0.6% 24,221 $2.4M
Orion Porfolio Solutions, LLC 0.02% Reduce -2.2% 23,903 $2.4M
GC Wealth Management RIA, LLC 0.08% Reduce -1.2% 23,864 $2.4M
Almanack Investment Partners, LLC. 0.37% Add +12.7% 23,854 $2.4M
Equitable Trust Co. 0.11% Add +195.1% 23,762 $2.4M
Abundance Wealth Counselors 0.40% Add +28.4% 23,587 $2.4M
Mercer Global Advisors Inc. 0.00% Add +10.3% 23,559 $2.4M
Objective Capital Management, LLC 2.42% No change 23,436 $2.3M
AE Wealth Management LLC 0.01% Add +64.9% 23,011 $2.3M
Wellspring Financial Advisors, LLC 0.21% Add +6.6% 22,840 $2.3M
Spectrum Strategic Capital Management, LLC 1.36% Reduce -8.3% 22,795 $2.3M
Clearstead Advisors, LLC 0.03% Add +18.4% 22,460 $2.2M
WESCAP Management Group, Inc. 0.46% Add +0.1% 22,005 $2.2M
Stansberry Asset Management, LLC 0.23% Add +0.9% 21,853 $2.2M
Highland Financial Advisors, LLC 0.62% Reduce -0.6% 21,831 $2.2M
CRA Financial Services, LLC 0.29% Add +9.5% 21,573 $2.2M
GR Financial Group, LLC 0.49% Add +61.0% 21,181 $2.1M
GK Wealth Management LLC 1.57% Add +1.6% 21,142 $2.1M
Pallas Capital Advisors LLC 0.08% Add +18.1% 21,141 $2.1M
Meridian Wealth Management, LLC 0.08% Reduce -2.0% 20,730 $2.1M
Arete Wealth Advisors, LLC 0.13% Add +34.1% 20,607 $2.1M
Financial Management Professionals, Inc. 0.21% Add +2.5% 20,270 $2.0M
Nkcfo LLC 0.60% No change 20,000 $2.0M
NewEdge Wealth, LLC 0.03% Add +2.6% 22,025 $2.0M
WealthPlan Investment Management, LLC 0.13% Add +35.8% 19,821 $2.0M
Ancora Advisors LLC 0.04% Add +9.5% 19,702 $2.0M
Bryn Mawr Trust Advisors, LLC 0.10% No change 19,669 $2.0M
LifeGoal Investments, LLC 1.61% Add +0.0% 19,381 $1.9M
Pathstone Holdings, LLC 0.01% Add +2.6% 19,233 $1.9M
World Investment Advisors 0.04% Add +371.4% 19,032 $1.9M
Silverlake Wealth Management LLC 0.46% Add +134.0% 18,977 $1.9M
Life Line Wealth Management LLC 0.57% No change 18,851 $1.9M
Hubbell Strickland Wealth Management, LLC 0.77% Add +26.6% 18,809 $1.9M
Essex Financial Services, Inc. 0.11% Reduce -3.4% 17,644 $1.8M
Captrust Financial Advisors 0.00% Add +68.7% 17,500 $1.7M
GAMCO Investors 0.02% No change 17,500 $1.7M
Soltis Investment Advisors LLC 0.12% Add +2.6% 17,193 $1.7M
Madison Park Capital Advisors, LLC 1.37% Reduce -1.0% 16,726 $1.7M
Benchmark Financial Wealth Advisors, LLC 0.50% Add +24.0% 16,510 $1.6M
MTM Investment Management, LLC 0.51% Add +524.1% 15,971 $1.6M
Mills Wealth Advisors LLC 0.65% Add +2.7% 15,969 $1.6M
Wolverine Trading, LLC 0.03% Add +184.6% 15,796 $1.6M
Lanark Financial, Inc. 0.12% Add +8407.0% 15,738 $1.6M
Great Valley Advisor Group, Inc. 0.03% Reduce -0.1% 15,713 $1.6M
Mustard Seed Financial, LLC 0.98% Add +0.0% 15,347 $1.5M
3EDGE Asset Management, LP 0.08% Add +3.8% 14,847 $1.5M
Principle Wealth Partners LLC 0.09% Add +25.0% 14,777 $1.5M
Bedel Financial Consulting, Inc. 0.19% Add +0.2% 14,766 $1.5M
Stratos Wealth Advisors, LLC 0.07% Add +90.3% 14,693 $1.5M
Waverly Advisors, LLC 0.01% Add +61.7% 14,547 $1.5M
Marietta Wealth Management, LLC 0.18% No change 14,470 $1.4M
Strata Wealth Advisors, LLC 0.38% No change 14,373 $1.4M
Condor Capital Management 0.12% Reduce -3.0% 14,104 $1.4M
Aries Wealth Management 0.33% Add +4.3% 13,827 $1.4M
Choreo, LLC 0.02% Add +1.1% 13,755 $1.4M
Curi Capital, LLC 0.02% Add +0.2% 13,575 $1.4M
Canvas Wealth Advisors, LLC 0.25% Add +22.4% 12,587 $1.3M
Stonegate Investment Group, LLC 0.03% Add +5.1% 13,471 $1.3M
Signal Advisors Wealth, LLC 0.12% Add +5.6% 13,371 $1.3M
Rahlfs Capital, LLC 1.05% Add +11.8% 13,265 $1.3M
Belpointe Asset Management LLC 0.05% Add +8.2% 13,166 $1.3M
U.S. Capital Wealth Advisors, LLC 0.03% Add +47.9% 12,987 $1.3M
Oak Grove Capital LLC 0.28% New 12,889 $1.3M
LBMC Investment Advisors, LLC 0.08% No change 12,655 $1.3M
Coston, McIsaac & Partners 0.30% Reduce -11.4% 12,642 $1.3M
Daymark Wealth Partners, LLC 0.04% Reduce -17.5% 12,602 $1.3M
TCW Group Inc. 0.01% Add +9.9% 12,553 $1.3M
Revisor Wealth Management LLC 0.43% Reduce -16.6% 11,832 $1.2M
NTV Asset Management LLC 0.14% No change 12,500 $1.2M
Synergy Financial Group, LTD 0.84% No change 12,496 $1.2M
Pure Financial Advisors, LLC 0.02% Add +1.9% 12,440 $1.2M
LaSalle St. Investment Advisors, LLC 0.22% Add +4.8% 12,395 $1.2M
Regatta Capital Group, LLC 0.19% Add +20.7% 12,194 $1.2M
Delta Investment Management, LLC 0.21% Add +16.8% 11,962 $1.2M
M. Kulyk & Associates, LLC 0.24% No change 11,886 $1.2M
Brighton Jones LLC 0.03% Add +32.7% 11,693 $1.2M
JB Capital LLC 0.05% No change 11,656 $1.2M
Wealth Quarterback LLC 0.44% Add +9.5% 11,506 $1.1M
SkyView Investment Advisors, LLC 0.15% Reduce -8.0% 11,500 $1.1M
Secure Asset Management, LLC 0.19% Add +3.4% 11,041 $1.1M
Clear Creek Financial Management, LLC 0.10% Add +18.0% 11,167 $1.1M
Falcon Wealth Planning 0.10% Add +11.8% 10,992 $1.1M
GWN Securities Inc. 0.25% Add +21.1% 10,843 $1.1M
Financial Management Network Inc. 0.18% Add +0.6% 9,785 $1.1M
Walleye Trading LLC 0.02% Add +65.7% 10,690 $1.1M
Tru Independence Asset Management 2, LLC 0.70% Reduce -7.5% 10,678 $1.1M
Militia Capital Partners, LP 0.49% Reduce -85.6% 10,500 $1.0M
Verus Financial Partners, Inc. 0.10% No change 10,447 $1.0M
Waldron Private Wealth LLC 0.04% Add +52.5% 10,398 $1.0M
KMG Fiduciary Partners, LLC 0.07% Add +5.1% 10,375 $1.0M
Parkside Financial Bank & Trust 0.08% Add +0.9% 10,367 $1.0M
Two Sigma Securities, LLC 0.15% Add +25.8% 10,284 $1.0M
Timber Creek Capital Management LLC 0.25% Add +3.7% 10,268 $1.0M
Cim, LLC 0.13% New 10,226 $1.0M
Sweeney & Michel, LLC 0.34% Add +1.2% 9,969 $1.0M
JSF Financial, LLC 0.22% Reduce -0.5% 10,100 $1.0M
AdvisorNet Financial, Inc 0.06% Add +6.7% 10,033 $1.0M
Ursa Fund Management, LLC 1.97% New 10,000 $998K
Glaxis Capital Management, LLC 1.66% Reduce -80.0% 10,000 $998K
Capital Investment Advisors, LLC 0.02% Add +13.0% 9,960 $994K
SteelPeak Wealth, LLC 0.03% Add +41.6% 9,911 $989K
Access Financial Services, Inc. 0.35% Reduce -0.1% 9,821 $980K
Financial Sense Advisors, Inc. 0.20% New 9,540 $952K
Westover Capital Advisors, LLC 0.18% No change 9,535 $952K
Samalin Investment Counsel, LLC 0.33% Reduce -17.4% 9,511 $949K
Franklin Resources Inc. 0.00% Add +147.5% 9,501 $948K
Wealth Dimensions Group, Ltd. 0.19% Add +232.5% 9,500 $948K
MAI Capital Management 0.01% Reduce -0.9% 9,371 $935K
Ethos Financial Group, LLC 0.07% Add +2.5% 9,361 $934K
Sequoia Financial Advisors, LLC 0.01% Add +4.6% 9,355 $934K
Prosperity Planning, Inc. 0.35% No change 9,300 $928K
National Wealth Management Group, LLC 0.34% Add +100.6% 9,165 $915K
Parallel Advisors, LLC 0.02% Reduce -8.5% 8,983 $897K
Matauro, LLC 0.14% Add +13.2% 8,952 $894K
Betterment LLC 0.00% Add +38.0% 8,851 $883K
Meridian Wealth Advisors, LLC 0.12% Add +73.8% 8,688 $867K
Upper Left Wealth Management, LLC 0.54% Reduce -0.3% 8,675 $866K
Evoke Wealth, LLC 0.02% Reduce -31.0% 8,652 $864K
Roman Butler Fullerton & Co. 0.23% Reduce -12.8% 8,940 $862K
Wesbanco Bank Inc. 0.02% Add +9.8% 8,605 $859K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.05% Add +45.7% 8,591 $857K
Dudley Capital Management, LLC 0.38% Add +0.7% 8,533 $852K
OneDigital Investment Advisors LLC 0.01% Add +17.9% 8,525 $851K
Chicago Partners Investment Group LLC 0.02% Add +26.7% 8,515 $844K
Associated Banc-Corp 0.02% Add +1.5% 8,352 $834K
Clientfirst Wealth Management, LLC 0.67% Add +70.5% 8,333 $832K
Atria Investments, Inc 0.01% Add +85.0% 8,292 $828K
Peloton Wealth Strategists 0.33% Add +0.4% 8,203 $819K
Bank of Montreal 0.00% Reduce -89.0% 8,151 $814K
Willis Johnson & Associates, Inc. 0.05% Add +10.7% 8,133 $812K
Larson Financial Group LLC 0.03% Add +4.4% 8,085 $807K
Beck Capital Management, LLC 0.18% Reduce -87.5% 8,002 $799K
Rothschild Investment LLC 0.05% No change 8,000 $798K
Sandbox Financial Partners, LLC 0.23% Add +21.5% 7,929 $791K
CLG LLC 0.21% Add +11.5% 7,851 $784K
Eagle Global Advisors LLC 0.03% Add +29.8% 7,850 $784K
Demars Financial Group, LLC 0.27% Add +3.1% 7,709 $769K
Running Point Capital Advisors, LLC 0.20% Add +0.0% 7,666 $765K
J.W. Cole Advisors, Inc. 0.01% Add +24.4% 7,480 $747K
FineMark National Bank & Trust 0.02% Add +18.8% 7,385 $737K
Five Pine Wealth Management 0.49% Add +56.5% 7,286 $727K
Intellectus Partners, LLC 0.14% Add +1.4% 7,200 $719K
Tradition Wealth Management, LLC 0.05% Add +4.1% 7,151 $714K
Gimbal Financial 0.43% Reduce -95.7% 7,141 $713K
Truvestments Capital LLC 0.13% Add +204.5% 7,104 $709K
Rehmann Capital Advisory Group 0.04% Add +5.8% 7,055 $704K
Chicago Capital, LLC 0.02% Add +23.2% 7,044 $703K
Thoroughbred Financial Services, LLC 0.04% Add +5.0% 7,043 $702K
Guidance Point Advisors, LLC 0.17% Add +14.9% 6,983 $697K
Fairview Capital Investment Management, LLC 0.04% No change 6,950 $694K
Everett Harris & Co. 0.01% Add +2.3% 6,939 $693K
Proficio Capital Partners LLC 0.05% Add +6.3% 6,861 $685K
Redhawk Wealth Advisors, Inc. 0.08% Add +9.5% 6,832 $682K
Wealthspire Advisors, LLC 0.00% Reduce -2.8% 6,716 $670K
United Capital Financial Advisors, LLC 0.00% Add +8.3% 6,657 $664K
Precision Wealth Strategies, LLC 0.21% New 6,637 $662K
Raymond James Financial Inc. 0.00% Add +42.8% 6,610 $660K
Diligent Investors, LLC 0.17% Reduce -1.5% 6,594 $658K
Summit Trail Advisors, LLC 0.01% Add +0.1% 6,571 $656K
Sunbelt Securities, Inc. 0.04% Reduce -43.9% 6,534 $652K
Whittier Trust Co. 0.01% No change 6,000 $643K
Vantage Point Financial LLC 0.25% Add +13.8% 6,440 $643K
Wealth Effects LLC 0.21% Add +30.6% 6,410 $640K
CENTRAL TRUST Co 0.01% Add +8.3% 6,321 $631K
Werba Rubin Papier Wealth Management 0.10% No change 6,315 $630K
Asset Dedication, LLC 0.04% Add +192.2% 6,223 $621K
Moors & Cabot, Inc. 0.03% No change 6,218 $621K
Crestwood Advisors Group, LLC 0.01% Add +64.4% 6,216 $620K
Vicus Capital 0.05% Add +14.4% 6,121 $611K
Allworth Financial LP 0.00% Reduce -37.3% 6,116 $610K
Savant Capital, LLC 0.00% Add +32.7% 6,112 $610K
Wealth Alliance, LLC 0.06% Add +8.3% 6,095 $608K
Claro Advisors Inc. 0.09% Add +43.8% 6,020 $601K
Panoramic Capital, LLC 0.38% New 6,000 $599K
Brown Advisory Inc. 0.00% Reduce -50.5% 6,000 $599K
Independent Financial Group, LLC 0.01% Add +5.3% 5,954 $594K
Mgo One Seven LLC 0.01% Add +1.6% 5,935 $592K
Perigon Wealth Management, LLC 0.01% Add +29.0% 5,922 $591K
Gitterman Wealth Management, LLC 0.13% Add +30.0% 5,865 $585K
Hilltop Holdings Inc. 0.03% Add +72.2% 5,852 $584K
Union Bancaire Privee, UBP SA 0.01% New 7,690 $584K
Strategic Wealth Partners, Ltd. 0.04% No change 5,804 $579K
Vestor Capital, LLC 0.04% Add +142.8% 5,695 $568K
Wedmont Private Capital 0.02% Reduce -27.2% 5,349 $568K
Horizon Kinetics Asset Management LLC 0.01% No change 5,681 $567K
IFP Advisors, Inc 0.01% Add +0.7% 5,637 $563K
Endowment Wealth Management, Inc. 0.25% Add +19.1% 5,596 $559K
Tectonic Advisors LLC 0.03% Add +67.1% 5,579 $557K
Sage Mountain Advisors LLC 0.03% No change 5,503 $549K
Founders Financial Securities LLC 0.04% Add +6.2% 5,487 $548K
Robinswood Financial LLC 0.18% No change 5,486 $548K
Advyzon Investment Management, LLC 0.09% Reduce -2.4% 5,471 $546K
Earned Wealth Advisors, LLC 0.09% Add +57.6% 5,470 $546K
Wealth Group Ltd 0.13% Reduce -1.3% 5,468 $546K
Scotia Capital Inc. 0.00% Add +39.7% 5,460 $545K
KG Capital Management 0.15% New 5,431 $542K
Instrumental Wealth, LLC 0.38% Add +31.7% 5,790 $537K
Cardiff Park Advisors, LLC 0.04% No change 5,325 $531K
Old Mission Investment Co LLC 0.13% Add +18.0% 5,315 $530K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.06% Reduce -1.7% 5,286 $528K
CFO4Life Group, LLC 0.08% Add +68.5% 5,223 $521K
AMG National Trust Bank 0.01% No change 5,205 $520K
Insigneo Advisory Services, LLC 0.04% Reduce -25.3% 5,195 $519K
Smallwood Wealth Investment Management, LLC 0.26% No change 5,146 $514K
Retirement Income Solutions, Inc. 0.09% Add +16.9% 5,132 $512K
Cascade Financial Partners, LLC 0.06% Add +7.2% 5,086 $508K
OneAscent Financial Services LLC 0.03% Add +2.5% 5,068 $506K
IVC Wealth Advisors LLC 0.23% No change 5,057 $505K
Gryphon Financial Partners LLC 0.06% Add +59.5% 5,029 $502K
Sandy Cove Advisors, LLC 0.16% Add +31.9% 5,021 $501K
Robertson Stephens Wealth Management, LLC 0.02% Add +19.6% 5,018 $501K
Arkadios Wealth Advisors 0.01% Add +31.7% 5,005 $500K
Quantinno Capital Management LP 0.00% Add +71.6% 4,917 $491K
Beacon Capital Management, LLC 0.07% Add +13.1% 4,882 $487K
Curran Financial Partners, LLC 0.10% Add +46.8% 4,848 $484K
Legacy Financial Advisors, Inc. 0.07% Add +56.1% 4,846 $484K
Kiker Wealth Management, LLC 0.24% No change 4,839 $483K
Vantage Financial Partners, LLC 0.10% Reduce -38.5% 4,829 $482K
Omega Financial Group, LLC 0.16% Add +88.5% 4,824 $482K
Arax Advisory Partners 0.01% Add +1541.8% 4,794 $479K
Becker Capital Management Inc. 0.01% New 4,780 $477K
Valmark Advisers, Inc. 0.01% Add +11.8% 4,780 $477K
Tocqueville Asset Management L.P. 0.01% Add +12.3% 4,750 $474K
Geneva Partners, LLC 0.17% Add +5.4% 4,741 $473K
Schneider Downs Wealth Management Advisors, LP 0.06% No change 4,712 $470K
Riggs Asset Managment Co. Inc. 0.10% Add +17.0% 4,707 $470K
Prime Capital Investment Advisors, LLC 0.01% Add +3.7% 4,685 $468K
McAdam, LLC 0.02% Add +6.3% 4,681 $467K
Ritholtz Wealth Management 0.01% Reduce -0.6% 4,678 $467K
Commerce Bank 0.00% Add +32.7% 4,605 $460K
Simon Quick Advisors, LLC 0.02% Add +16.3% 4,579 $457K
Trek Financial, LLC 0.03% Reduce -17.3% 4,533 $452K
Invesco Ltd. 0.00% Add +15.4% 4,444 $444K
Ausdal Financial Partners, Inc. 0.02% Reduce -2.0% 4,431 $442K
SlateStone Wealth, LLC 0.04% Add +43.8% 4,413 $440K
Appleton Partners Inc. 0.03% Add +33.9% 4,321 $431K
Strait & Sound Wealth Management LLC 0.17% No change 4,310 $430K
Headlands Technologies LLC 0.03% Add +129.6% 4,304 $430K
Moneco Advisors, LLC 0.04% Add +6.7% 4,292 $428K
Guardian Wealth Advisors, LLC / NC 0.03% Add +0.1% 4,288 $428K
Drucker Wealth 3.0, LLC 0.08% No change 4,269 $426K
Stokes Family Office, LLC 0.04% Add +31.3% 4,192 $418K
MCF Advisors LLC 0.03% Add +2.9% 4,181 $417K
Tamar Securities, LLC 0.05% Add +4.9% 4,100 $409K
Adamsbrown Wealth Consultants LLC 0.11% Add +31.4% 4,082 $407K
Ellis Investment Partners, LLC 0.07% Reduce -0.0% 4,039 $403K
Centaurus Financial, Inc. 0.02% Add +4.4% 4,025 $402K
RPg Family Wealth Advisory, LLC 0.09% New 3,995 $399K
Titleist Asset Management, LLC 0.03% Reduce -7.1% 3,927 $392K
BridgePort Financial Solutions, LLC 0.10% New 3,891 $388K
Oakworth Capital, Inc. 0.02% No change 3,836 $383K
Anson Capital, Inc. 0.29% Reduce -0.8% 3,825 $382K
RFG Advisory, LLC 0.01% Reduce -58.0% 3,797 $379K
GRIMES & Co WEALTH MANAGEMENT, LLC 0.01% Add +1.3% 3,790 $378K
EPG Wealth Management LLC 0.10% Add +46.1% 3,770 $376K
Halbert Hargrove Global Advisors, LLC 0.02% Add +154.0% 3,762 $375K
Beacon Pointe Advisors, LLC 0.00% New 3,756 $375K
NorthStar Asset Management LLC 0.18% No change 3,720 $371K
Pine Valley Investments Ltd Liability Co 0.02% Add +5.2% 3,717 $371K
RMR Capital Management, LLC 0.26% Add +1.4% 3,709 $370K
Park Edge Advisors, LLC 0.08% Add +6.4% 3,676 $367K
Thompson Davis & Co., Inc. 0.23% Add +8.9% 3,665 $366K
Veracity Capital LLC 0.12% Add +0.2% 3,611 $360K
Visionary Wealth Advisors 0.02% Add +31.2% 3,600 $359K
Avidian Wealth Enterprises, LLC 0.01% New 3,599 $359K
Gerber, LLC 0.22% Reduce -0.1% 3,506 $350K
Wealth Management Nebraska 0.04% New 3,505 $350K
Hobbs Group Advisors, LLC 0.11% Add +16.5% 3,500 $349K
Beacon Investment Advisory Services, Inc. 0.01% No change 3,500 $349K
Federation des caisses Desjardins du Quebec 0.00% Add +6.1% 3,470 $346K
OmniStar Financial Group, Inc. 0.21% New 3,469 $346K
Pennsylvania Capital Management Inc. 0.10% Add +18.3% 3,458 $345K
HB Wealth Management, LLC 0.00% Add +24.6% 3,445 $344K
YHB Investment Advisors, Inc. 0.03% Add +10.2% 3,427 $342K
Caprock Group, LLC 0.01% — 3,619 $342K
Prasad Wealth Partners, LLC 0.10% Add +44.4% 3,413 $341K
Brogan Financial, Inc. 0.14% Add +9.0% 3,402 $340K
New Republic Capital, LLC 0.10% No change 3,390 $338K
Diversify Wealth Management, LLC 0.02% Add +1.6% 3,617 $336K
AlTi Global, Inc. 0.01% No change 3,361 $335K
Arkfeld Wealth Strategies, L.L.C. 0.12% No change 3,120 $334K
IFG Advisors, LLC 0.05% Add +0.3% 3,335 $333K
Verdence Capital Advisors LLC 0.02% Add +3.9% 3,306 $331K
Total Investment Management Inc. 0.04% Reduce -1.5% 3,316 $331K
J. Safra Sarasin Holding AG 0.01% No change 3,312 $331K
Renaissance Technologies 0.00% Reduce -94.9% 3,300 $329K
Keystone Wealth Services, LLC 0.07% Add +39.4% 3,221 $321K
Navellier & Associates Inc. 0.03% No change 3,213 $321K
Connective Capital Management, LLC 0.29% New 3,197 $319K
Beese Fulmer Investment Management, Inc. 0.02% No change 3,180 $317K
Clare Market Investments LLC 0.06% Add +1.6% 3,160 $315K
Peddock Capital Advisors, LLC 0.07% New 3,103 $310K
Kenora Financial, LLC 0.10% No change 3,083 $308K
Relyea Zuckerberg Hanson LLC 0.03% Add +43.7% 3,076 $307K
Thrivent Financial for Lutherans 0.00% Reduce -10.7% 3,055 $305K
Main Street Financial Solutions, LLC 0.02% Add +16.7% 3,049 $304K
KFG Wealth Management, LLC 0.04% Reduce -53.4% 3,040 $303K
Crane Advisory, LLC 0.05% Add +6.9% 2,870 $303K
Stiles Financial Services Inc 0.10% No change 3,034 $303K
Platform Technology Partners 0.07% Add +23.5% 3,017 $301K
Puff Wealth Management, LLC 0.46% New 3,014 $301K
Clarus Group, Inc. 0.10% No change 3,000 $299K
NorthRock Partners, LLC 0.01% New 2,999 $299K
WBH Advisory Inc. 0.02% Add +27.1% 2,973 $297K
JT Stratford LLC 0.04% New 2,951 $295K
Bokf, NA 0.00% No change 2,938 $293K
Hengehold Capital Management LLC 0.03% Add +27.0% 2,936 $293K
BankPlus Trust Department 0.08% No change 2,927 $292K
Alan B Lancz & Associates, Inc. 0.26% Add +5.5% 2,900 $289K
Sugar Maple Asset Management, LLC 0.21% Reduce -5.2% 2,892 $289K
Financial Perspectives, Inc 0.08% No change 2,848 $284K
Strategies Wealth Advisors, LLC 0.03% No change 2,812 $281K
Kagan Cocozza Asset Management 0.21% Reduce -8.2% 2,810 $280K
Midwest Trust Co 0.00% Add +0.8% 2,803 $280K
Howe & Rusling Inc. 0.02% Add +11.7% 2,776 $277K
Sentinel Pension Advisors, LLC 0.04% Add +14.3% 2,720 $271K
Cobblestone Asset Management LLC 0.12% No change 2,704 $270K
Financial Engines Advisors L.L.C. 0.00% Add +0.8% 2,695 $269K
Stone House Investment Management, LLC 0.04% Add +26.5% 2,666 $266K
EdgeRock Capital LLC 0.07% New 2,665 $266K
DMC Group, LLC 0.18% New 2,652 $265K
Whitaker-Myers Wealth Managers, LTD. 0.06% New 2,650 $264K
Bridgewater Advisors Inc. 0.02% No change 3,002 $264K
Covenant Asset Management, LLC 0.05% No change 2,628 $262K
Harmony Asset Management LLC 0.09% New 2,625 $262K
KKM Financial LLC 0.08% Reduce -41.7% 2,625 $262K
Kera Capital Partners, Inc. 0.04% New 2,625 $262K
Strategic Blueprint, LLC 0.01% Add +8.9% 2,616 $261K
Fairvoy Private Wealth, LLC 0.06% Add +1.8% 2,591 $259K
CreativeOne Wealth, LLC 0.01% Reduce -14.3% 2,588 $258K
Narus Financial Partners, LLC 0.07% Add +3.2% 2,580 $258K
Centerpoint Advisors, LLC 0.08% No change 2,574 $257K
SMI Advisory Services, LLC 0.05% Reduce -7.0% 2,390 $256K
Guardian Partners Inc. 0.02% New 2,498 $256K
Empower Advisory Group, LLC 0.00% Add +17.1% 2,559 $255K
Cutler Capital Management, LLC 0.10% No change 2,555 $255K
Drive Wealth Management, LLC 0.05% Reduce -26.9% 2,551 $255K
Regency Capital Management Inc.\DE 0.12% Reduce -0.4% 2,550 $255K
Koshinski Asset Management, Inc. 0.02% Reduce -6.0% 2,533 $253K
Dynamic Advisor Solutions LLC 0.01% Add +3.6% 2,505 $250K
Sax Wealth Advisors, LLC 0.01% New 2,500 $250K
Nicolet Advisory Services, LLC 0.02% No change 2,350 $249K
Mill Creek Capital Advisors, LLC 0.01% New 2,484 $248K
Rather & Kittrell, Inc. 0.04% Add +11.2% 2,467 $246K
TRUE Private Wealth Advisors 0.03% New 2,456 $245K
Atlas Brown,Inc. 0.07% New 2,453 $245K
Maripau Wealth Management LLC 0.12% Reduce -0.1% 2,450 $245K
Shade Tree Advisors LLC 0.21% New 2,415 $241K
Trivium Point Advisory, LLC 0.02% New 2,415 $241K
Brown, Lisle/Cummings, Inc. 0.06% No change 2,390 $239K
TFB Advisors LLC 0.07% No change 2,418 $237K
BSW Wealth Partners 0.03% Add +4.7% 2,378 $237K
Coldstream Capital Management Inc. 0.00% No change 2,361 $236K
Helium Advisors LLC 0.20% No change 2,360 $236K
Strategic Advocates LLC 0.06% Reduce -1.2% 2,346 $234K
East Coast Asset Management, LLC. 0.07% New 2,345 $234K
Aspiring Ventures, LLC 0.08% New 2,331 $233K
Berkeley Capital Partners, LLC 0.05% New 2,324 $232K
Magnus Financial Group LLC 0.02% Add +4.5% 2,320 $232K
LongView Wealth Management 0.06% Reduce -9.2% 2,320 $232K
Fidelis Capital Partners, LLC 0.02% Reduce -20.1% 2,320 $232K
Group One Trading LLC 0.01% Reduce -40.4% 2,320 $232K
Crescent Grove Advisors, LLC 0.02% No change 2,300 $230K
Conservest Capital Advisors, Inc. 0.02% New 2,295 $229K
Fermata Advisors, LLC 0.06% No change 2,283 $228K
McMill Wealth Management 0.06% Add +2.2% 2,275 $227K
Gutierrez Wealth Advisory, LLC 0.14% New 2,256 $225K
B. Riley Wealth Advisors, Inc. 0.01% New 2,254 $225K
Rosenberg Matthew Hamilton 0.05% No change 2,219 $221K
Elevatus Welath Management 0.06% No change 2,217 $221K
Neuberger Berman Group LLC 0.00% Reduce -2.4% 2,215 $221K
Transcend Capital Advisors, LLC 0.02% New 2,213 $221K
Capital Advisors Inc. 0.00% No change 2,211 $221K
United Financial Planning Group LLC 0.14% — 2,185 $218K
Dynamic Financial Group 0.19% New 2,183 $218K
Entrewealth, LLC 0.11% New 2,182 $218K
Retirement Planning Group, LLC 0.01% New 2,172 $217K
SPC Financial, Inc. 0.02% New 2,146 $214K
Tyche Wealth Partners LLC 0.04% New 2,141 $214K
Rwa Wealth Partners, LLC 0.00% New 2,140 $214K
Atlantic Union Bankshares Corp 0.00% Add +9.2% 2,135 $213K
SeaCrest Wealth Management, LLC 0.02% New 1,961 $211K
Prospera Financial Services Inc 0.00% New 2,108 $210K
PFG Investments, LLC 0.01% New 2,106 $210K
RS Crum Inc. 0.05% New 2,100 $210K
Cypress Wealth Services, LLC 0.03% New 2,095 $209K
Nicolet Bankshares Inc. 0.03% New 2,076 $207K
Royal Bank of Canada 0.00% Add +15.8% 2,072 $207K
Massachusetts Wealth Management 0.10% New 2,067 $206K
Corepath Wealth Partners LLC 0.15% New 1,877 $205K
Austin Wealth Management, LLC 0.03% No change 2,182 $205K
Pinnacle Associates Ltd. 0.00% New 2,050 $205K
Corps Capital Advisors, LLC 0.31% New 2,050 $205K
Cooper Financial Group 0.02% New 2,044 $204K
Stratos Wealth Partners, LTD. 0.00% New 2,029 $203K
Greenleaf Trust 0.00% Reduce -34.7% 2,020 $202K
LJI Wealth Management, LLC 0.04% New 2,009 $201K
Flputnam Investment Management Co. 0.00% New 2,007 $200K
New Harbor Financial Group, LLC 0.04% New 2,006 $200K
Whittier Trust Co. of Nevada Inc. 0.00% No change 1,780 $191K
Citizens National Bank Trust Department 0.03% Add +42.4% 1,752 $175K
Silicon Valley Capital Partners 0.02% No change 1,750 $175K
Strategic Investment Solutions, Inc. 0.05% Add +6.5% 1,739 $174K
Wilmington Savings Fund Society, FSB 0.00% No change 1,697 $169K
Pathway Financial Advisers, LLC 0.05% New 1,623 $162K
Harel Insurance Investments & Financial Services Ltd. 0.00% Add +543.8% 1,616 $161K
Hills Bank & Trust Co 0.01% Add +3.0% 1,596 $159K
Icon Wealth Advisors, LLC 0.01% No change 1,518 $152K
Plante Moran Financial Advisors, LLC 0.01% Reduce -40.6% 1,497 $149K
MassMutual Private Wealth & Trust, FSB 0.00% No change 1,483 $148K
Steward Partners Investment Advisory, LLC 0.00% Add +111.3% 1,479 $148K
ORG Partners LLC 0.03% Add +34.0% 1,452 $145K
Tortoise Investment Management, LLC 0.01% Add +1.1% 1,440 $144K
Quest 10 Wealth Builders, Inc. 0.13% Reduce -15.1% 1,397 $139K
Signaturefd, LLC 0.00% Add +0.7% 1,389 $139K
North Ridge Wealth Advisors, Inc. 0.08% Add +58.8% 1,351 $135K
UMB Bank, n.a. 0.00% No change 1,275 $127K
Investment Counsel Co. of Nevada 0.26% Add +22.7% 1,272 $127K
Atlantic Private Wealth, LLC 0.08% No change 1,201 $120K
Hicks Capital Management LLC 0.20% New 1,200 $120K
NBT Bank, N.A. 0.01% Add +94.2% 1,144 $114K
Family Legacy Financial Solutions, LLC 0.08% No change 1,000 $100K
Noble Wealth Management PBC 0.05% — 970 $97K
Teachers Insurance & Annuity Association of America 0.11% No change 935 $93K
Capital Analysts, LLC 0.00% Add +36.5% 920 $92K
Turim 21 Investimentos Ltda. 0.03% New 877 $88K
JPMorgan Chase & Co. 0.00% Reduce -8.5% 847 $85K
Heritage Wealth Advisors 0.00% No change 817 $82K
Aspect Partners, LLC 0.04% Add +22.7% 810 $81K
Archer Investment Corp 0.02% Reduce -79.2% 790 $79K
Golden State Wealth Management, LLC 0.01% No change 779 $78K
Morgan Dempsey Capital Management LLC 0.03% No change 751 $75K
Asset Planning,Inc 0.05% New 750 $75K
Northwestern Mutual Wealth Management Co. 0.00% Add +56.7% 702 $70K
Perkins Coie Trust Co 0.01% No change 680 $68K
Hurley Capital, LLC 0.04% No change 670 $67K
Clarity Asset Management, Inc. 0.04% No change 666 $66K
AllSquare Wealth Management LLC 0.04% No change 665 $66K
Canton Hathaway, LLC 0.01% No change 650 $65K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.02% New 640 $64K
Wealth Preservation Advisors, LLC 0.04% Reduce -87.8% 637 $64K
Physician Wealth Advisors, Inc. 0.01% Add +119.9% 629 $63K
Cedar Wealth Management, LLC 0.02% No change 616 $61K
Trust Co. of Vermont 0.00% No change 600 $60K
NFSG Corp 0.01% Add +10.9% 559 $56K
Sound Income Strategies, LLC 0.00% Add +3.5% 525 $55K
Richard W. Paul & Associates, LLC 0.02% No change 533 $53K
Rockefeller Capital Management L.P. 0.00% New 532 $53K
Guerra Advisors Inc 0.02% New 527 $53K
New Millennium Group LLC 0.02% Add +83.6% 503 $50K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.09% New 447 $45K
Financial Network Wealth Advisors LLC 0.04% Add +72.9% 396 $40K
Activest Wealth Management 0.01% Add +9.3% 363 $36K
Harbour Investments, Inc. 0.00% No change 359 $36K
Stephens Consulting, LLC 0.01% No change 350 $35K
Mather Group, Llc. 0.00% New 328 $33K
Financial Consulate, Inc. 0.00% New 322 $32K
Cordant, Inc. 0.01% Reduce -44.0% 315 $31K
Turning Point Benefit Group, Inc. 0.02% New 301 $31K
Barnes Dennig Private Wealth Management LLC 0.03% New 305 $30K
Anfield Capital Management, LLC 0.01% New 300 $30K
Painted Porch Advisors LLC 0.01% No change 272 $27K
Avalon Trust Co 0.00% New 250 $25K
SJS Investment Consulting Inc. 0.00% Add +14.3% 240 $24K
Pension & Wealth Management Advisors, Inc. 0.01% Add +2.6% 237 $24K
Finley Financial, LLC 0.01% No change 235 $23K
PNC Financial Services Group, Inc. 0.00% Reduce -62.5% 225 $22K
Main Management LLC 0.00% New 219 $22K
Country Trust Bank 0.00% Add +13.8% 198 $20K
Cranbrook Wealth Management, LLC 0.00% New 196 $20K
Clearstead Trust, LLC 0.00% Add +5.9% 180 $18K
TFC Financial Management, Inc. 0.00% New 150 $15K
Ameritas Advisory Services, LLC 0.00% Add +64.0% 146 $15K
SOA Wealth Advisors, LLC. 0.00% No change 145 $14K
CKW Financial Group 0.00% Add +56.8% 138 $14K
Birchbrook, Inc. 0.01% No change 130 $13K
Atwood & Palmer Inc. 0.00% New 125 $12K
Principia Wealth Advisory, LLC 0.01% Reduce -15.7% 124 $12K
Cloud Capital Management, LLC 0.01% New 126 $12K
HighMark Wealth Management LLC 0.01% No change 120 $12K
Sachetta, LLC 0.00% No change 116 $12K
Nova Wealth Management, Inc. 0.01% No change 115 $11K
Copia Wealth Management 0.01% Add +15.9% 102 $10K
Root Financial Partners, LLC 0.00% New 94 $9K
Assetmark, Inc. 0.00% Add +5.7% 93 $9K
Glassman Wealth Services 0.00% No change 81 $8K
CNB Bank 0.00% No change 68 $7K
GHP Investment Advisors, Inc. 0.00% Add +40.4% 66 $7K
Rossby Financial, LCC 0.00% No change 57 $6K
Financial Freedom, LLC 0.00% No change 57 $6K
FMR LLC 0.00% Reduce -19.3% 46 $5K
Vision Financial Markets LLC 0.00% No change 35 $3K
Your Advocates Ltd., LLP 0.00% New 35 $3K
Geneos Wealth Management Inc. 0.00% No change 30 $3K
POM Investment Strategies, LLC 0.00% No change 22 $2K
Valued Wealth Advisors LLC 0.00% New 20 $2K
JPL Wealth Management, LLC 0.00% New 20 $2K
Tower Research Capital LLC (TRC) 0.00% New 18 $2K
Concord Wealth Partners 0.00% No change 17 $2K
Wolff Wiese Magana LLC 0.00% No change 16 $2K
Crewe Advisors LLC 0.00% New 16 $2K
Clark Wealth Partners 0.00% Add +400.0% 15 $1K
Mowery & Schoenfeld Wealth Management, LLC 0.00% New 10 $999
Kilter Group LLC 0.00% No change 10 $999
SWAN Capital LLC 0.00% Reduce -33.3% 10 $998
Fourth Dimension Wealth, LLC 0.00% No change 10 $998
Dunhill Financial, LLC 0.00% No change 10 $998
TD Capital Management LLC 0.00% No change 10 $998
Aventura Private Wealth, LLC 0.00% No change 5 $499
Fifth Third Bancorp 0.00% No change 5 $499
Frazier Financial Advisors, LLC 0.00% Reduce -92.1% 3 $300
Koesten, Hirschmann & Crabtree, INC. 0.00% No change 3 $300
Morgan Stanley 0.00% Add +100.0% 2 $201
Wells Fargo & Company 0.00% No change 1 $97
Hantz Financial Services, Inc. 0.00% New 3 $0
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.