Fidelity Wise Origin BitcoinFBTCETF
13F holders, Q4 2025 (December 31)679holders −6
69new positions
115sold out
6famous investors
$76.31avg. 13F price*
At the end of Q4 2025, 679 institutions reported holding Fidelity Wise Origin Bitcoin (FBTC) in their 13F filings, down 6 from Q3 2025. 69 opened new positions and 115 sold out. The largest holders were Millennium Management ($556.0M), Jane Street Group, LLC ($368.6M) and Schonfeld Strategic Advisors LLC ($179.1M). 6 famous investors held it, including Israel Englander (0.4% 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
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 69 | $80.0M |
| Exits | 115 | $342.1M |
All 13F filers, Q3 2025 → Q4 2025: 7,087,668 shares bought and 8,135,968 shares sold, net −1,048,300 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 679 holders
| Millennium Management | 0.41% | Reduce -2.1% | 7,293,130 | $556.0M |
| Jane Street Group, LLC | 0.44% | Add +104.9% | 4,835,971 | $368.6M |
| Schonfeld Strategic Advisors LLC | 0.90% | Add +7.3% | 2,349,936 | $179.1M |
| Capula Management Ltd | 1.05% | No change | 2,112,794 | $161.1M |
| Almitas Capital LLC | 25.91% | Reduce -4.7% | 1,536,637 | $117.1M |
| Cantor Fitzgerald, L. P. | 2.91% | No change | 1,280,931 | $97.6M |
| ParaFi Capital LP | 24.69% | No change | 1,090,000 | $83.1M |
| Consolidated Portfolio Review Corp | 5.50% | Add +441.6% | 834,367 | $63.6M |
| Pine Ridge Advisers LLC | 4.38% | No change | 834,367 | $63.6M |
| Patient Capital Management, LLC | 2.30% | Add +26.1% | 781,695 | $59.6M |
| Morgan Stanley | 0.00% | Add +34634200.0% | 692,686 | $52.8M |
| Mariner, LLC | 0.05% | Add +1.7% | 598,461 | $45.6M |
| United Capital Management of KS, Inc. | 5.96% | Reduce -1.2% | 558,320 | $42.6M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -20.3% | 534,125 | $40.7M |
| WINTON GROUP Ltd | 1.37% | Add +28.2% | 521,929 | $39.8M |
| Cresset Asset Management, LLC | 0.16% | Reduce -12.3% | 489,111 | $37.3M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -50.1% | 469,640 | $35.8M |
| Beaumont Financial Advisors, LLC | 2.25% | Reduce -3.3% | 448,205 | $34.2M |
| EverSource Wealth Advisors, LLC | 1.21% | Add +8.6% | 429,503 | $32.7M |
| Susquehanna International Group, LLP | 0.04% | Reduce -26.9% | 423,643 | $32.3M |
| HighTower Advisors, LLC | 0.03% | Add +4.2% | 381,601 | $29.1M |
| Cetera Investment Advisers | 0.03% | Add +27.7% | 314,521 | $24.0M |
| Kaleidoscope Capital LP | 9.02% | Reduce -18.1% | 309,673 | $23.6M |
| Legacy Wealth Asset Management, LLC | 5.59% | Reduce -3.2% | 298,326 | $22.7M |
| Ovata Capital Management Ltd | 2.73% | No change | 295,558 | $22.5M |
| BlackRock, Inc. | 0.00% | Add +40.8% | 290,647 | $22.2M |
| Means Investment Co., Inc. | 1.78% | New | 277,199 | $21.1M |
| Van Hulzen Asset Management, LLC | 1.44% | Reduce -0.6% | 257,213 | $19.6M |
| Marex Group Ltd | 0.21% | Add +0.0% | 248,673 | $19.0M |
| Heck Capital Advisors, LLC | 1.39% | Reduce -1.4% | 245,067 | $18.7M |
| Sculptor Capital LP | 0.35% | Reduce -89.8% | 223,595 | $17.0M |
| Compass Ion Advisors, LLC | 1.60% | Add +8.2% | 221,013 | $16.8M |
| Atlas Wealth Partners, LLC | 17.46% | Add +0.8% | 208,425 | $15.9M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -1.3% | 191,520 | $14.6M |
| D. E. Shaw & Co. | 0.01% | No change | 186,008 | $14.2M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Add +33.4% | 184,283 | $14.0M |
| Atomic Invest LLC | 7.86% | — | 182,606 | $14.0M |
| Kestra Advisory Services, LLC | 0.06% | Add +8.8% | 178,247 | $13.6M |
| Courage Capital Management LLC | 18.00% | Add +3.0% | 170,865 | $13.0M |
| SKY-Mountain Capital Management, Inc. | 8.35% | Reduce -7.3% | 164,646 | $12.6M |
| Bayshore Capital Advisors, LLC | 6.26% | — | 164,348 | $12.5M |
| Alamea Verwaltungs GmbH | 7.93% | No change | 117,771 | $11.8M |
| Creative Planning | 0.01% | Add +5.6% | 151,660 | $11.6M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Reduce -1.4% | 140,881 | $11.3M |
| Parcion Private Wealth LLC | 0.68% | Add +2.6% | 146,693 | $11.2M |
| Ieq Capital, LLC | 0.03% | Add +11.7% | 122,860 | $9.4M |
| Citrine Capital LLC | 4.25% | Add +14.0% | 120,073 | $9.2M |
| Great Point Wealth Advisors, LLC | 1.65% | Add +30.4% | 118,921 | $9.1M |
| Claar Advisors LLC | 2.57% | Add +120.0% | 115,481 | $8.8M |
| Citadel Advisors | 0.01% | Reduce -37.1% | 113,963 | $8.7M |
| Kingswood Wealth Advisors, LLC | 0.42% | Add +26.5% | 113,665 | $8.7M |
| Avaii Wealth Management, LLC | 3.00% | Add +28.2% | 108,478 | $8.3M |
| Park Avenue Securities LLC | 0.07% | Add +30.0% | 104,222 | $7.9M |
| Kestra Private Wealth Services, LLC | 0.10% | Add +7.8% | 103,592 | $7.9M |
| Allegheny Financial Group | 1.16% | Add +1.2% | 102,680 | $7.8M |
| Exencial Wealth Advisors, LLC | 0.25% | Add +1.2% | 102,491 | $7.8M |
| DRW Securities, LLC | 0.59% | New | 102,361 | $7.8M |
| MML Investors Services, LLC | 0.02% | Add +25.3% | 100,512 | $7.7M |
| Arkos Global Advisors | 0.97% | Add +10.7% | 99,099 | $7.6M |
| Berman McAleer LLC | 1.03% | Add +68.8% | 98,944 | $7.5M |
| Captrust Financial Advisors | 0.01% | Add +465.3% | 98,935 | $7.5M |
| Focus Partners Wealth | 0.01% | Add +59.7% | 98,660 | $7.5M |
| Cwm, LLC | 0.02% | Reduce -3.7% | 97,565 | $7.4M |
| Fiduciary Trust Co | 0.08% | Reduce -8.7% | 95,644 | $7.3M |
| Traynor Capital Management, Inc. | 0.40% | Reduce -42.7% | 95,511 | $7.3M |
| Corient Private Wealth LP | 0.01% | Add +45.3% | 90,816 | $6.9M |
| First Trust Advisors LP | 0.00% | Add +7.5% | 88,228 | $6.7M |
| Osaic Holdings, Inc. | 0.01% | Add +101.0% | 84,956 | $6.5M |
| Aptus Capital Advisors, LLC | 0.05% | Add +5.4% | 84,565 | $6.4M |
| Foundations Investment Advisors, LLC | 0.08% | Add +21.3% | 78,091 | $6.0M |
| Libra Wealth LLC | 1.65% | Add +53.6% | 77,488 | $5.9M |
| SevenBridge Financial Group, LLC | 0.92% | Reduce -5.5% | 75,143 | $5.7M |
| BNC Wealth Management, LLC | 1.46% | New | 74,757 | $5.7M |
| Mutual Advisors, LLC | 0.12% | Reduce -25.6% | 71,641 | $5.5M |
| US Bancorp \de | 0.01% | Add +12.1% | 71,456 | $5.4M |
| Eaton Financial Holdings Company, LLC | 1.46% | Add +45.9% | 71,240 | $5.4M |
| Mad River Investors | 2.46% | Reduce -1.3% | 70,859 | $5.4M |
| Beaird Harris Wealth Management, LLC | 0.35% | Add +3.2% | 65,789 | $5.0M |
| Pasadena Private Wealth, LLC | 0.67% | Add +12.6% | 64,440 | $4.9M |
| Lido Advisors, LLC | 0.02% | Add +13.2% | 49,803 | $4.8M |
| NewEdge Advisors, LLC | 0.02% | Add +13.8% | 61,800 | $4.7M |
| SteelPeak Wealth, LLC | 0.15% | Add +509.0% | 60,357 | $4.6M |
| Permian Investment Partners, LP | 0.52% | New | 60,000 | $4.6M |
| Am Investment Strategies LLC | 0.94% | Add +1.4% | 59,177 | $4.5M |
| PYA Waltman Capital, LLC | 1.21% | Add +7.1% | 59,174 | $4.5M |
| Milestone Asset Management Group, LLC | 2.54% | Add +8.9% | 59,076 | $4.5M |
| Brookstone Capital Management | 0.05% | Reduce -29.6% | 58,934 | $4.5M |
| Smart Money Group LLC | 1.31% | Add +3.0% | 58,738 | $4.5M |
| Avenir Tech Ltd | 0.43% | No change | 58,618 | $4.5M |
| Advisory Services Network, LLC | 0.06% | Reduce -48.0% | 56,886 | $4.3M |
| Cambridge Advisors Inc. | 0.82% | Add +5.4% | 56,621 | $4.3M |
| DecisionMap Wealth Management, LLC | 2.64% | Add +39.6% | 56,200 | $4.3M |
| Cambient Family Office, LLC | 0.59% | — | 54,508 | $4.2M |
| Altfest L J & Co. Inc. | 0.45% | Reduce -32.3% | 54,197 | $4.1M |
| Spire Wealth Management | 0.14% | Reduce -52.4% | 54,046 | $4.1M |
| Arbor Capital Management Inc. | 3.41% | Add +19.7% | 52,309 | $4.1M |
| KDK Private Wealth Management, LLC | 3.44% | New | 51,739 | $3.9M |
| First Heartland Consultants, Inc. | 0.30% | Add +11.1% | 51,651 | $3.9M |
| Modus Advisors, LLC | 1.01% | Reduce -17.2% | 50,171 | $3.8M |
| Kingsview Wealth Management, LLC | 0.05% | Add +9.2% | 49,679 | $3.8M |
| Sfmg, LLC | 0.25% | Add +8.8% | 49,553 | $3.8M |
| Evexia Wealth LLC | 1.04% | Add +14.5% | 43,590 | $3.7M |
| Fiduciary Alliance LLC | 0.24% | Add +3.0% | 48,665 | $3.7M |
| Vista Investment Partners Ii, LLC | 1.56% | Add +14.5% | 47,590 | $3.6M |
| Sanctuary Advisors, LLC | 0.02% | Add +41.6% | 47,577 | $3.6M |
| Pathstone Holdings, LLC | 0.01% | Add +144.3% | 46,996 | $3.6M |
| Nwam LLC | 0.20% | Add +6.7% | 46,794 | $3.6M |
| EP Wealth Advisors, LLC | 0.02% | — | 46,536 | $3.5M |
| Syon Capital LLC | 0.18% | New | 46,291 | $3.5M |
| Renaissance Technologies | 0.01% | Add +1260.6% | 44,900 | $3.4M |
| Sepio Capital, LP | 0.18% | Reduce -0.3% | 44,044 | $3.4M |
| Element Pointe Advisors, LLC | 0.64% | Add +6.3% | 43,574 | $3.3M |
| NorthCoast Asset Management LLC | 0.07% | Reduce -0.9% | 42,765 | $3.3M |
| Keel Point, LLC | 0.20% | Add +1.1% | 42,620 | $3.2M |
| Militia Capital Partners, LP | 1.21% | Add +302.9% | 42,300 | $3.2M |
| Promethium Advisors,llc | 1.74% | Add +10.1% | 42,250 | $3.2M |
| Haven Private, LLC | 1.40% | Add +1.4% | 41,902 | $3.2M |
| Beck Capital Management, LLC | 0.75% | Add +418.1% | 41,460 | $3.2M |
| Lansing Street Advisors | 0.81% | New | 41,375 | $3.2M |
| RFG Advisory, LLC | 0.06% | Add +976.6% | 40,880 | $3.1M |
| Panoramic Investment Advisors, LLC | 1.67% | Add +0.1% | 40,283 | $3.1M |
| Beam Wealth Advisors, Inc. | 0.84% | Add +9.3% | 40,226 | $3.1M |
| SCS Capital Management LLC | 0.03% | Reduce -0.1% | 40,174 | $3.1M |
| Tred Avon Family Wealth, LLC | 1.00% | Reduce -0.0% | 40,104 | $3.1M |
| Farringdon Capital, Ltd. | 0.74% | Add +50.8% | 39,435 | $3.0M |
| Debussy Capital Management LP | 0.39% | Reduce -2.4% | 37,860 | $2.9M |
| Joel Isaacson & Co., LLC | 0.09% | Add +10.2% | 37,692 | $2.9M |
| Meitav Investment House Ltd. | 0.03% | Add +23.7% | 37,341 | $2.8M |
| PTM Wealth Management, LLC | 1.59% | Add +6.6% | 34,306 | $2.8M |
| Valeo Financial Advisors, LLC | 0.06% | Add +28.1% | 36,924 | $2.8M |
| SMART Wealth LLC | 0.85% | Add +28.9% | 36,558 | $2.8M |
| CMG Global Holdings, LLC | 1.23% | Add +9.9% | 43,235 | $2.8M |
| QTR Family Wealth, LLC | 1.21% | Reduce -12.3% | 45,861 | $2.7M |
| Farther Finance Advisors, LLC | 0.03% | Reduce -32.9% | 35,983 | $2.7M |
| Innovative Advisory Group, LLC | 1.80% | Reduce -1.6% | 35,929 | $2.7M |
| COFG Advisors, LLC | 0.67% | — | 35,572 | $2.7M |
| Blue Trust, Inc. | 0.03% | Add +0.1% | 34,896 | $2.7M |
| Firestone Capital Management | 0.55% | Reduce -1.9% | 34,029 | $2.6M |
| Merit Financial Group, LLC | 0.02% | Reduce -15.9% | 33,754 | $2.6M |
| Cerity Partners LLC | 0.00% | Add +37.5% | 33,593 | $2.6M |
| CIBC Private Wealth Group LLC | 0.00% | Add +5.9% | 33,549 | $2.6M |
| Senator Investment Group LP | 0.10% | Reduce -64.8% | 33,000 | $2.5M |
| Childress Capital Advisors, LLC | 0.40% | Reduce -0.1% | 32,975 | $2.5M |
| Global Retirement Partners, LLC | 0.04% | Add +2.8% | 32,870 | $2.5M |
| Avior Wealth Management, LLC | 0.08% | Reduce -4.9% | 31,721 | $2.4M |
| FRG Family Wealth Advisors LLC | 0.37% | Add +24.9% | 31,575 | $2.4M |
| Integrated Wealth Concepts LLC | 0.03% | Add +1.0% | 31,326 | $2.4M |
| Rpo LLC | 3.06% | Reduce -37.8% | 30,960 | $2.4M |
| Financial Designs Corp | 1.34% | Add +2.6% | 30,948 | $2.4M |
| Ninepoint Partners LP | 0.28% | New | 30,800 | $2.3M |
| Abound Wealth Management | 0.55% | Add +11.9% | 30,560 | $2.3M |
| Mercer Global Advisors Inc. | 0.00% | Add +28.6% | 30,307 | $2.3M |
| Walser Wealth Management Company, A Ltd Liability Co | 1.20% | — | 29,956 | $2.3M |
| Bank of America Corp. | 0.00% | Add +2.8% | 29,591 | $2.3M |
| Wealthcare Advisory Partners LLC | 0.04% | Add +2.6% | 29,320 | $2.2M |
| Gem Investment Advisors, LLC | 2.08% | — | 28,844 | $2.2M |
| CRA Financial Services, LLC | 0.28% | Add +32.1% | 28,505 | $2.2M |
| Guild Investment Management, Inc. | 1.60% | Add +7.1% | 28,249 | $2.2M |
| Summit Financial, LLC | 0.03% | Add +2.9% | 27,905 | $2.1M |
| Spectrum Strategic Capital Management, LLC | 1.13% | Add +22.2% | 27,856 | $2.1M |
| Abundance Wealth Counselors | 0.36% | Add +17.2% | 27,637 | $2.1M |
| Concurrent Investment Advisors, LLC | 0.02% | Reduce -0.5% | 27,590 | $2.1M |
| WealthPlan Investment Management, LLC | 0.13% | Add +38.1% | 27,379 | $2.1M |
| Staley Capital Advisers Inc. | 0.09% | No change | 27,340 | $2.1M |
| Proficio Capital Partners LLC | 0.15% | Add +297.7% | 27,285 | $2.1M |
| Brown Brothers Harriman & Co. | 0.01% | Add +0.4% | 26,666 | $2.0M |
| Flow Traders U.S. LLC | 0.07% | New | 26,292 | $2.0M |
| Vista Finance, LLC | 1.33% | Reduce -14.5% | 26,246 | $2.0M |
| Orion Porfolio Solutions, LLC | 0.01% | Add +5.1% | 25,125 | $1.9M |
| Qube Research & Technologies Ltd | 0.00% | New | 25,005 | $1.9M |
| Inspirion Wealth Advisors, LLC | 0.23% | New | 24,976 | $1.9M |
| Financial Partners Group, Inc | 0.22% | Add +6.5% | 25,803 | $1.9M |
| Basso Capital Management, L.P. | 1.12% | Reduce -19.4% | 24,675 | $1.9M |
| Mission Wealth Management, LP | 0.04% | Reduce -2.7% | 24,621 | $1.9M |
| LPL Financial LLC | 0.00% | Reduce -18.6% | 24,581 | $1.9M |
| Clearstead Advisors, LLC | 0.02% | Add +8.8% | 24,434 | $1.9M |
| Walleye Trading LLC | 0.03% | Add +126.9% | 24,255 | $1.8M |
| GC Wealth Management RIA, LLC | 0.07% | Reduce -0.7% | 23,707 | $1.8M |
| Stansberry Asset Management, LLC | 0.18% | Add +7.5% | 23,491 | $1.8M |
| Objective Capital Management, LLC | 1.82% | No change | 23,436 | $1.8M |
| Principle Wealth Partners LLC | 0.10% | Add +56.9% | 23,179 | $1.8M |
| Cane Capital Partners, LLC | 0.74% | — | 23,008 | $1.8M |
| NewEdge Wealth, LLC | 0.02% | Add +4.1% | 22,929 | $1.7M |
| Wellspring Financial Advisors, LLC | 0.14% | Add +0.2% | 22,892 | $1.7M |
| Venture Visionary Partners LLC | 0.06% | New | 22,820 | $1.7M |
| WESCAP Management Group, Inc. | 0.34% | Add +1.0% | 22,225 | $1.7M |
| KG Capital Management | 0.44% | Add +308.6% | 22,190 | $1.7M |
| Highland Financial Advisors, LLC | 0.46% | Reduce -0.6% | 21,700 | $1.7M |
| GK Wealth Management LLC | 1.21% | Add +2.4% | 21,657 | $1.7M |
| Arete Wealth Advisors, LLC | 0.11% | Add +4.1% | 21,447 | $1.6M |
| Camelot Portfolios, LLC | 1.01% | Reduce -19.9% | 21,383 | $1.6M |
| Meridian Wealth Management, LLC | 0.06% | Add +2.1% | 21,165 | $1.6M |
| AE Wealth Management LLC | 0.01% | Reduce -8.9% | 20,953 | $1.6M |
| Almanack Investment Partners, LLC. | 0.27% | Reduce -12.8% | 20,793 | $1.6M |
| Financial Management Professionals, Inc. | 0.16% | Add +2.1% | 20,698 | $1.6M |
| Stratos Wealth Advisors, LLC | 0.08% | Add +40.2% | 20,602 | $1.6M |
| 180 Wealth Advisors, LLC | 0.18% | New | 20,447 | $1.6M |
| Nkcfo LLC | 0.44% | No change | 20,000 | $1.5M |
| Ursa Fund Management, LLC | 0.13% | Add +100.0% | 20,000 | $1.5M |
| Ancora Advisors LLC | 0.03% | Add +1.2% | 19,939 | $1.5M |
| U.S. Capital Wealth Advisors, LLC | 0.04% | Add +53.4% | 19,921 | $1.5M |
| Hubbell Strickland Wealth Management, LLC | 0.61% | Add +5.3% | 19,810 | $1.5M |
| Bryn Mawr Trust Advisors, LLC | 0.07% | No change | 19,669 | $1.5M |
| LaSalle St. Investment Advisors, LLC | 0.24% | Add +58.3% | 19,621 | $1.5M |
| LifeGoal Investments, LLC | 1.00% | Add +1.6% | 19,701 | $1.5M |
| Marble Wealth, LLC | 0.21% | — | 19,466 | $1.5M |
| Life Line Wealth Management LLC | 0.42% | Reduce -0.9% | 18,682 | $1.4M |
| Lanark Financial, Inc. | 0.11% | Add +16.3% | 18,308 | $1.4M |
| Alchemi Wealth, LLC | 0.76% | — | 18,307 | $1.4M |
| Private Advisor Group, LLC | 0.01% | Reduce -41.6% | 18,077 | $1.4M |
| Strategies Wealth Advisors, LLC | 0.14% | Add +534.8% | 17,851 | $1.4M |
| Silverlake Wealth Management LLC | 0.31% | Reduce -6.0% | 17,846 | $1.4M |
| Moneta Group Investment Advisors LLC | 0.01% | Reduce -40.7% | 17,773 | $1.4M |
| National Wealth Management Group, LLC | 0.47% | Add +92.4% | 17,634 | $1.3M |
| MAI Capital Management | 0.01% | Add +86.9% | 17,512 | $1.3M |
| GAMCO Investors | 0.01% | No change | 17,500 | $1.3M |
| Benchmark Financial Wealth Advisors, LLC | 0.38% | Add +5.0% | 17,328 | $1.3M |
| Essex Financial Services, Inc. | 0.07% | Reduce -2.1% | 17,272 | $1.3M |
| Choreo, LLC | 0.02% | Add +24.5% | 17,129 | $1.3M |
| Soltis Investment Advisors LLC | 0.09% | Reduce -0.2% | 17,155 | $1.3M |
| Vise Technologies, Inc. | 0.03% | Reduce -48.0% | 17,049 | $1.3M |
| Bleakley Financial Group, LLC | 0.02% | New | 16,855 | $1.3M |
| Betterment LLC | 0.00% | Add +88.2% | 16,655 | $1.3M |
| Madison Park Capital Advisors, LLC | 1.03% | Reduce -0.6% | 16,622 | $1.3M |
| Eagle Global Advisors LLC | 0.05% | Add +110.2% | 16,500 | $1.3M |
| Tru Independence Asset Management 2, LLC | 0.78% | Add +52.9% | 16,322 | $1.2M |
| Waverly Advisors, LLC | 0.01% | Add +11.6% | 16,229 | $1.2M |
| Signal Advisors Wealth, LLC | 0.10% | Add +21.1% | 16,187 | $1.2M |
| Bearing Point Capital, LLC | 0.19% | New | 16,122 | $1.2M |
| Great Valley Advisor Group, Inc. | 0.02% | Add +2.4% | 16,096 | $1.2M |
| Revisor Wealth Management LLC | 0.33% | Add +33.7% | 15,816 | $1.2M |
| Mustard Seed Financial, LLC | 0.77% | Add +4.1% | 15,977 | $1.2M |
| World Investment Advisors | 0.02% | Reduce -17.5% | 15,700 | $1.2M |
| Mills Wealth Advisors LLC | 0.47% | Reduce -2.9% | 15,503 | $1.2M |
| Aries Wealth Management | 0.26% | Add +11.5% | 15,412 | $1.2M |
| MTM Investment Management, LLC | 0.37% | Reduce -4.0% | 15,340 | $1.2M |
| Bedel Financial Consulting, Inc. | 0.12% | No change | 14,766 | $1.1M |
| KMG Fiduciary Partners, LLC | 0.08% | Add +40.8% | 14,611 | $1.1M |
| Marietta Wealth Management, LLC | 0.13% | No change | 14,470 | $1.1M |
| Strata Wealth Advisors, LLC | 0.30% | No change | 14,373 | $1.1M |
| Condor Capital Management | 0.09% | Add +1.5% | 14,315 | $1.1M |
| Atria Investments, Inc | 0.01% | Add +71.5% | 14,222 | $1.1M |
| Earned Wealth Advisors, LLC | 0.08% | Add +158.9% | 14,160 | $1.1M |
| 3EDGE Asset Management, LP | 0.06% | Reduce -5.0% | 14,105 | $1.1M |
| Bauman Advisory Group, LLC | 0.85% | — | 13,914 | $1.1M |
| Curi Capital, LLC | 0.02% | Add +2.3% | 13,886 | $1.1M |
| Gambit Capital Management, LLC | 0.75% | — | 13,771 | $1.0M |
| Precision Wealth Strategies, LLC | 0.34% | Add +105.7% | 13,650 | $1.0M |
| Gardner Lewis Asset Management L P | 0.26% | New | 13,535 | $1.0M |
| Ethos Financial Group, LLC | 0.08% | Add +44.0% | 13,475 | $1.0M |
| OneAscent Financial Services LLC | 0.09% | Add +163.7% | 13,364 | $1.0M |
| GR Financial Group, LLC | 0.23% | Reduce -37.4% | 13,255 | $1.0M |
| Evoke Wealth, LLC | 0.02% | Add +53.0% | 13,240 | $1.0M |
| Robertson Stephens Wealth Management, LLC | 0.03% | Add +163.6% | 13,229 | $1.0M |
| StoneX Group Inc. | 0.04% | Reduce -88.0% | 13,132 | $1.0M |
| Crescent Grove Advisors, LLC | 0.09% | Add +465.4% | 13,005 | $991K |
| Delta Investment Management, LLC | 0.17% | Add +7.8% | 12,900 | $983K |
| NTV Asset Management LLC | 0.10% | Add +3.2% | 12,900 | $983K |
| Daymark Wealth Partners, LLC | 0.03% | Add +1.8% | 12,830 | $978K |
| Parallel Advisors, LLC | 0.02% | Add +42.5% | 12,805 | $976K |
| LBMC Investment Advisors, LLC | 0.06% | No change | 12,655 | $965K |
| TCW Group Inc. | 0.01% | No change | 12,553 | $957K |
| Synergy Financial Group, LTD | 0.67% | Reduce -0.1% | 12,484 | $952K |
| Apollon Wealth Management, LLC | 0.02% | New | 12,305 | $938K |
| Waldron Private Wealth LLC | 0.04% | Add +17.4% | 12,204 | $930K |
| M. Kulyk & Associates, LLC | 0.18% | Add +2.6% | 12,198 | $930K |
| Perigon Wealth Management, LLC | 0.02% | Add +100.9% | 11,899 | $907K |
| Basecamp Wealth Advisors LLC | 0.19% | — | 11,803 | $902K |
| JB Capital LLC | 0.04% | Add +1.2% | 11,796 | $899K |
| Falcon Wealth Planning | 0.07% | Add +6.2% | 11,678 | $890K |
| Wealth Quarterback LLC | 0.32% | Add +0.9% | 11,605 | $885K |
| Capital Investment Advisors, LLC | 0.01% | Add +16.4% | 11,598 | $884K |
| Perryman Financial Advisory Inc. | 0.13% | — | 11,441 | $872K |
| Kapstone Financial Advisors LLC | 0.43% | New | 11,435 | $872K |
| Clear Creek Financial Management, LLC | 0.07% | Add +2.4% | 11,431 | $871K |
| Canvas Wealth Advisors, LLC | 0.15% | Reduce -9.2% | 11,426 | $871K |
| IFP Advisors, Inc | 0.02% | Add +102.1% | 11,391 | $868K |
| Forum Financial Management, LP | 0.01% | New | 11,300 | $861K |
| Bank of Montreal | 0.00% | Add +38.6% | 11,299 | $861K |
| Cim, LLC | 0.11% | Add +9.7% | 11,222 | $855K |
| Peloton Wealth Strategists | 0.34% | Add +34.9% | 11,067 | $844K |
| Raymond James Financial Inc. | 0.00% | Add +65.8% | 10,962 | $836K |
| Secure Asset Management, LLC | 0.13% | Reduce -1.8% | 10,840 | $826K |
| Pure Financial Advisors, LLC | 0.01% | Reduce -13.6% | 10,743 | $819K |
| Pallas Capital Advisors LLC | 0.03% | Reduce -49.2% | 10,740 | $819K |
| Timber Creek Capital Management LLC | 0.19% | Add +3.7% | 10,644 | $811K |
| Verus Financial Partners, Inc. | 0.07% | No change | 10,447 | $797K |
| JSF Financial, LLC | 0.16% | Add +2.7% | 10,373 | $791K |
| Parkside Financial Bank & Trust | 0.06% | No change | 10,367 | $790K |
| Citizens National Bank Trust Department | 0.14% | Add +491.0% | 10,355 | $789K |
| Two Sigma Securities, LLC | 0.11% | Add +0.2% | 10,309 | $786K |
| Wedmont Private Capital | 0.03% | Add +85.1% | 9,903 | $785K |
| Rahlfs Capital, LLC | 0.61% | Reduce -22.7% | 10,250 | $781K |
| GWN Securities Inc. | 0.16% | Reduce -7.0% | 10,082 | $769K |
| Financial Management Network Inc. | 0.12% | No change | 9,785 | $765K |
| Meridian Wealth Advisors, LLC | 0.11% | Add +15.1% | 10,000 | $762K |
| Tradition Wealth Management, LLC | 0.05% | Add +39.8% | 9,996 | $762K |
| Investment Advisory Services Group LLC | 0.67% | — | 9,935 | $757K |
| Regatta Capital Group, LLC | 0.11% | Reduce -18.9% | 9,894 | $754K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +5.4% | 9,859 | $752K |
| Clientfirst Wealth Management, LLC | 0.60% | Add +17.5% | 9,793 | $747K |
| Garde Capital, Inc. | 0.04% | New | 9,771 | $745K |
| Upper Left Wealth Management, LLC | 0.45% | Add +11.4% | 9,667 | $737K |
| Dudley Capital Management, LLC | 0.32% | Add +13.2% | 9,658 | $736K |
| Five Pine Wealth Management | 0.47% | Add +31.9% | 9,614 | $733K |
| Diversify Advisory Services, LLC | 0.02% | Reduce -96.2% | 8,781 | $731K |
| Samalin Investment Counsel, LLC | 0.26% | No change | 9,511 | $725K |
| AdvisorNet Financial, Inc | 0.04% | Reduce -5.3% | 9,505 | $725K |
| Wealth Dimensions Group, Ltd. | 0.14% | Add +0.0% | 9,503 | $724K |
| OneDigital Investment Advisors LLC | 0.01% | Add +9.7% | 9,355 | $713K |
| Crestwood Advisors Group, LLC | 0.01% | Add +50.1% | 9,330 | $711K |
| Cadia Private Client LLC | 0.56% | — | 9,325 | $711K |
| Prosperity Planning, Inc. | 0.26% | No change | 9,300 | $709K |
| Quantinno Capital Management LP | 0.00% | Add +87.3% | 9,210 | $702K |
| Demars Financial Group, LLC | 0.23% | Add +18.4% | 9,128 | $696K |
| Wealth Alliance, LLC | 0.07% | Add +48.3% | 9,039 | $689K |
| Procyon Advisors, LLC | 0.03% | New | 8,950 | $682K |
| Wealth Effects LLC | 0.21% | Add +39.2% | 8,925 | $680K |
| Roman Butler Fullerton & Co. | 0.18% | Reduce -2.5% | 8,714 | $678K |
| Wesbanco Bank Inc. | 0.02% | Add +1.2% | 8,705 | $664K |
| Sound Portfolio Advisors, LLC | 0.55% | — | 8,526 | $650K |
| Everett Harris & Co. | 0.01% | Add +22.7% | 8,514 | $649K |
| Belpointe Asset Management LLC | 0.02% | Reduce -35.7% | 8,464 | $645K |
| Larson Financial Group LLC | 0.02% | Add +4.7% | 8,464 | $645K |
| Split Rock Private Trading & Wealth Management, LLC | 0.52% | — | 8,458 | $645K |
| Estate Planners Group, LLC | 0.28% | — | 8,450 | $644K |
| Solstein Capital, LLC | 0.26% | New | 8,407 | $641K |
| Beacon Pointe Advisors, LLC | 0.00% | Add +122.7% | 8,365 | $638K |
| Associated Banc-Corp | 0.02% | No change | 8,352 | $637K |
| Willis Johnson & Associates, Inc. | 0.04% | Add +2.1% | 8,302 | $633K |
| United Capital Financial Advisors, LLC | 0.00% | Add +23.6% | 8,229 | $627K |
| Argentarii, LLC | 0.20% | New | 8,200 | $625K |
| Osbon Capital Management LLC | 0.58% | — | 8,191 | $624K |
| Greenberg Financial Group | 0.26% | — | 8,169 | $623K |
| Jump Financial, LLC | 0.01% | Reduce -87.0% | 8,098 | $617K |
| Vicus Capital | 0.05% | Add +32.0% | 8,077 | $616K |
| FineMark National Bank & Trust | 0.02% | Add +9.2% | 8,065 | $615K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +9.6% | 8,194 | $612K |
| Matauro, LLC | 0.09% | Reduce -10.4% | 8,018 | $611K |
| Elequin Capital, LP | 0.09% | Reduce -98.3% | 8,000 | $610K |
| Brown Advisory Inc. | 0.00% | Add +33.3% | 8,000 | $610K |
| KFG Wealth Management, LLC | 0.08% | Add +161.3% | 7,942 | $605K |
| Mgo One Seven LLC | 0.01% | Add +33.6% | 7,928 | $604K |
| CLG LLC | 0.15% | No change | 7,851 | $598K |
| Rochester Wealth Strategies, LLC | 0.37% | New | 7,809 | $595K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +1011.7% | 7,804 | $595K |
| CFO4Life Group, LLC | 0.08% | Add +49.2% | 7,794 | $594K |
| Sweeney & Michel, LLC | 0.17% | Add +1.1% | 10,080 | $593K |
| City State Bank | 0.16% | New | 7,750 | $591K |
| Running Point Capital Advisors, LLC | 0.16% | Add +1.0% | 7,743 | $590K |
| Ellis Investment Partners, LLC | 0.10% | Add +91.6% | 7,739 | $590K |
| Hilltop Holdings Inc. | 0.04% | Add +31.6% | 7,703 | $587K |
| Intellectus Partners, LLC | 0.11% | Add +6.9% | 7,700 | $587K |
| Instrumental Wealth, LLC | 0.35% | Add +71.9% | 9,955 | $585K |
| Pennsylvania Capital Management Inc. | 0.16% | Add +120.2% | 7,613 | $580K |
| East Coast Asset Management, LLC. | 0.17% | Add +222.0% | 7,550 | $576K |
| Westover Capital Advisors, LLC | 0.10% | Reduce -21.0% | 7,535 | $574K |
| Werba Rubin Papier Wealth Management | 0.16% | Add +19.0% | 7,515 | $573K |
| Guidance Point Advisors, LLC | 0.14% | Add +7.5% | 7,509 | $573K |
| Corps Capital Advisors, LLC | 0.57% | Add +252.4% | 7,225 | $551K |
| Endowment Wealth Management, Inc. | 0.25% | Add +28.2% | 7,176 | $547K |
| Chicago Capital, LLC | 0.01% | Add +0.9% | 7,107 | $542K |
| Thoroughbred Financial Services, LLC | 0.03% | Add +0.4% | 7,070 | $538K |
| Sandbox Financial Partners, LLC | 0.15% | Reduce -11.1% | 7,052 | $538K |
| Fairview Capital Investment Management, LLC | 0.03% | No change | 6,950 | $530K |
| Redhawk Wealth Advisors, Inc. | 0.06% | Add +0.1% | 6,841 | $521K |
| Summit Trail Advisors, LLC | 0.01% | Add +2.2% | 6,714 | $512K |
| Whitaker-Myers Wealth Managers, LTD. | 0.11% | Add +151.1% | 6,655 | $507K |
| Sankala Group LLC | 0.40% | — | 8,861 | $506K |
| Angeles Wealth Management, LLC | 0.03% | New | 6,473 | $493K |
| Cardiff Park Advisors, LLC | 0.04% | Add +19.7% | 6,375 | $486K |
| Wealth Group Ltd | 0.11% | Add +15.9% | 6,337 | $483K |
| Bridgewater Advisors Inc. | 0.03% | Add +104.4% | 6,137 | $482K |
| Vantage Financial Partners, LLC | 0.10% | Add +30.4% | 6,298 | $480K |
| Moors & Cabot, Inc. | 0.02% | No change | 6,218 | $474K |
| Broadhurst Jeffrey B | 0.49% | — | 6,183 | $471K |
| Bitterroot Capital Advisors LLC | 0.32% | — | 6,170 | $470K |
| Truvestments Capital LLC | 0.09% | Reduce -13.4% | 6,155 | $469K |
| Sunesis Advisors, LLC | 0.21% | New | 6,133 | $468K |
| Claro Advisors Inc. | 0.06% | Add +1.7% | 6,120 | $467K |
| Franklin Resources Inc. | 0.00% | Reduce -35.6% | 6,116 | $466K |
| Union Bancaire Privee, UBP SA | 0.01% | No change | 7,690 | $466K |
| Eagle Strategies LLC | 0.06% | New | 6,068 | $463K |
| Transcend Capital Advisors, LLC | 0.04% | Add +174.1% | 6,065 | $462K |
| Drive Wealth Management, LLC | 0.09% | Add +136.9% | 6,044 | $461K |
| SkyView Investment Advisors, LLC | 0.06% | Reduce -47.8% | 6,000 | $457K |
| Legacy Financial Advisors, Inc. | 0.06% | Add +23.4% | 5,978 | $456K |
| Scotia Capital Inc. | 0.00% | Add +8.7% | 5,935 | $452K |
| Asset Dedication, LLC | 0.03% | Reduce -5.3% | 5,895 | $449K |
| CENTRAL TRUST Co | 0.01% | Reduce -6.8% | 5,894 | $449K |
| Beacon Capital Management, LLC | 0.07% | Add +20.2% | 5,869 | $447K |
| Cascade Financial Partners, LLC | 0.05% | Add +14.7% | 5,834 | $445K |
| Smartleaf Asset Management LLC | 0.02% | New | 5,808 | $445K |
| Strategic Wealth Partners, Ltd. | 0.03% | No change | 5,804 | $442K |
| Cape Investment Advisory, Inc. | 0.14% | New | 5,795 | $442K |
| Anson Capital, Inc. | 0.32% | Add +50.2% | 5,745 | $438K |
| Avestar Capital, LLC | 0.03% | New | 5,711 | $435K |
| Horizon Kinetics Asset Management LLC | 0.01% | No change | 5,681 | $433K |
| Wealthspire Advisors, LLC | 0.00% | Reduce -15.6% | 5,668 | $432K |
| Stokes Family Office, LLC | 0.04% | Add +35.1% | 5,662 | $432K |
| Sunbelt Securities, Inc. | 0.03% | Reduce -13.6% | 5,644 | $430K |
| Avidian Wealth Enterprises, LLC | 0.02% | Add +54.7% | 5,567 | $424K |
| Allworth Financial LP | 0.00% | Reduce -9.0% | 5,563 | $424K |
| Founders Financial Securities LLC | 0.02% | Add +0.6% | 5,522 | $421K |
| Sandy Cove Advisors, LLC | 0.12% | Add +9.9% | 5,520 | $421K |
| PNC Financial Services Group, Inc. | 0.00% | Add +2352.4% | 5,518 | $421K |
| Clarus Group, Inc. | 0.15% | Add +83.3% | 5,500 | $419K |
| Robinswood Financial LLC | 0.13% | No change | 5,486 | $418K |
| Sage Mountain Advisors LLC | 0.02% | Reduce -0.4% | 5,481 | $418K |
| Ausdal Financial Partners, Inc. | 0.02% | Add +23.5% | 5,471 | $417K |
| Oak Grove Capital LLC | 0.08% | Reduce -57.6% | 5,469 | $417K |
| Tocqueville Asset Management L.P. | 0.01% | Add +14.7% | 5,450 | $415K |
| Chicago Partners Investment Group LLC | 0.01% | Reduce -37.4% | 5,327 | $415K |
| Old Mission Investment Co LLC | 0.10% | Add +2.4% | 5,444 | $415K |
| Savant Capital, LLC | 0.00% | Reduce -11.0% | 5,438 | $415K |
| McMill Wealth Management | 0.12% | Add +136.4% | 5,378 | $410K |
| Retirement Income Solutions, Inc. | 0.07% | Add +4.1% | 5,341 | $407K |
| Vestor Capital, LLC | 0.03% | Add +50.3% | 8,559 | $404K |
| Pine Valley Investments Ltd Liability Co | 0.02% | Add +41.3% | 5,253 | $400K |
| Relyea Zuckerberg Hanson LLC | 0.04% | Add +70.3% | 5,239 | $399K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.02% | Reduce -39.4% | 5,207 | $397K |
| AMG National Trust Bank | 0.01% | No change | 5,205 | $397K |
| Gryphon Financial Partners LLC | 0.04% | Add +2.1% | 5,133 | $391K |
| Advyzon Investment Management, LLC | 0.05% | Reduce -6.3% | 5,129 | $391K |
| Platform Technology Partners | 0.08% | Add +69.9% | 5,127 | $391K |
| Invesco Ltd. | 0.00% | Add +15.3% | 5,124 | $391K |
| Centerpoint Advisors, LLC | 0.12% | Add +97.0% | 5,072 | $387K |
| McAdam, LLC | 0.02% | Add +8.4% | 5,076 | $387K |
| IVC Wealth Advisors LLC | 0.17% | No change | 5,057 | $385K |
| Smallwood Wealth Investment Management, LLC | 0.20% | Reduce -1.9% | 5,046 | $385K |
| Drucker Wealth 3.0, LLC | 0.07% | Add +18.0% | 5,036 | $384K |
| Insigneo Advisory Services, LLC | 0.03% | Reduce -5.4% | 4,916 | $375K |
| Caprock Group, LLC | 0.01% | Add +35.5% | 4,902 | $374K |
| Tectonic Advisors LLC | 0.02% | Reduce -13.9% | 4,802 | $366K |
| Becker Capital Management Inc. | 0.01% | No change | 4,780 | $364K |
| SlateStone Wealth, LLC | 0.03% | Add +8.0% | 4,768 | $363K |
| Sowell Financial Services LLC | 0.01% | Reduce -87.1% | 4,749 | $362K |
| Schneider Downs Wealth Management Advisors, LP | 0.04% | No change | 4,712 | $359K |
| Riggs Asset Managment Co. Inc. | 0.07% | No change | 4,707 | $359K |
| Rehmann Capital Advisory Group | 0.02% | Reduce -33.5% | 4,695 | $358K |
| Ritholtz Wealth Management | 0.01% | No change | 4,678 | $357K |
| RPg Family Wealth Advisory, LLC | 0.08% | Add +16.6% | 4,658 | $355K |
| Fisher Asset Management | 0.00% | New | 4,648 | $354K |
| EdgeRock Capital LLC | 0.09% | Add +74.2% | 4,641 | $354K |
| Commerce Bank | 0.00% | No change | 4,605 | $351K |
| Adamsbrown Wealth Consultants LLC | 0.10% | Add +12.4% | 4,589 | $350K |
| Simon Quick Advisors, LLC | 0.02% | No change | 4,579 | $349K |
| BIP Wealth, LLC | 0.01% | New | 4,577 | $349K |
| Appleton Partners Inc. | 0.02% | Add +4.9% | 4,534 | $346K |
| Trek Financial, LLC | 0.02% | Add +0.0% | 4,535 | $346K |
| IFG Advisors, LLC | 0.06% | Add +35.6% | 4,523 | $345K |
| Wilmington Savings Fund Society, FSB | 0.01% | Add +165.0% | 4,497 | $343K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | Add +18.6% | 4,494 | $343K |
| AlphaCore Capital LLC | 0.01% | New | 4,413 | $336K |
| Harel Insurance Investments & Financial Services Ltd. | 0.00% | Add +172.8% | 4,409 | $336K |
| Halbert Hargrove Global Advisors, LLC | 0.02% | Add +15.3% | 4,337 | $331K |
| Guardian Wealth Advisors, LLC / NC | 0.02% | Reduce -0.1% | 4,282 | $326K |
| Rather & Kittrell, Inc. | 0.05% | Add +72.1% | 4,246 | $324K |
| Curran Financial Partners, LLC | 0.06% | Reduce -12.6% | 4,238 | $323K |
| Whittier Trust Co. | 0.00% | Reduce -33.3% | 4,000 | $322K |
| Markin Asset Management, LP | 0.35% | — | 4,215 | $321K |
| BridgePort Financial Solutions, LLC | 0.08% | Add +6.2% | 4,133 | $315K |
| Tamar Securities, LLC | 0.03% | Add +0.6% | 4,125 | $314K |
| Stiles Financial Services Inc | 0.09% | Add +33.0% | 4,034 | $308K |
| Centaurus Financial, Inc. | 0.01% | No change | 4,025 | $307K |
| JPMorgan Chase & Co. | 0.00% | Add +371.8% | 3,996 | $305K |
| Prasad Wealth Partners, LLC | 0.08% | Add +17.1% | 3,996 | $305K |
| Clearwave Capital, LLC | 0.22% | — | 3,963 | $302K |
| Connective Capital Management, LLC | 0.18% | Add +23.9% | 3,960 | $302K |
| Moneco Advisors, LLC | 0.02% | Reduce -8.6% | 3,925 | $299K |
| Diversify Wealth Management, LLC | 0.01% | No change | 3,617 | $298K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.04% | Reduce -26.3% | 3,894 | $297K |
| Oakworth Capital, Inc. | 0.02% | No change | 3,836 | $292K |
| Cornerstone Advisory, LLC | 0.03% | New | 3,762 | $287K |
| DMC Group, LLC | 0.19% | Add +41.3% | 3,746 | $286K |
| NorthStar Asset Management LLC | 0.13% | No change | 3,720 | $284K |
| RMR Capital Management, LLC | 0.20% | No change | 3,709 | $283K |
| Sentinel Pension Advisors, LLC | 0.04% | Add +35.9% | 3,696 | $282K |
| Keebeck Wealth Management | 0.03% | New | 3,670 | $280K |
| Legacy Capital Wealth Management, LLC | 0.17% | — | 3,649 | $278K |
| Financial Perspectives, Inc | 0.07% | Add +27.7% | 3,637 | $277K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +144.3% | 3,614 | $275K |
| Visionary Wealth Advisors | 0.01% | No change | 3,600 | $274K |
| Gerber, LLC | 0.15% | Add +2.1% | 3,581 | $273K |
| YHB Investment Advisors, Inc. | 0.02% | Add +4.3% | 3,575 | $273K |
| Strait & Sound Wealth Management LLC | 0.10% | Reduce -18.6% | 3,510 | $268K |
| Wealth Management Nebraska | 0.03% | No change | 3,505 | $267K |
| Beacon Investment Advisory Services, Inc. | 0.01% | No change | 3,500 | $267K |
| Veracity Capital LLC | 0.08% | Reduce -3.3% | 3,492 | $266K |
| Thrivent Financial for Lutherans | 0.00% | Add +13.4% | 3,466 | $265K |
| HB Wealth Management, LLC | 0.00% | Add +0.6% | 3,466 | $264K |
| Redwood Investment Management, LLC | 0.03% | New | 3,427 | $261K |
| Arax Advisory Partners | 0.01% | Reduce -28.7% | 3,416 | $260K |
| Brogan Financial, Inc. | 0.11% | Add +0.2% | 3,408 | $260K |
| Titleist Asset Management, LLC | 0.02% | Reduce -13.3% | 3,404 | $260K |
| New Republic Capital, LLC | 0.07% | No change | 3,390 | $258K |
| Crane Advisory, LLC | 0.04% | Add +12.3% | 3,223 | $257K |
| Pekin Hardy Strauss, Inc. | 0.02% | New | 3,361 | $256K |
| Shade Tree Advisors LLC | 0.19% | Add +39.0% | 3,357 | $256K |
| Peregrine Asset Advisers, Inc. | 0.07% | Reduce -91.0% | 3,350 | $255K |
| J. Safra Sarasin Holding AG | 0.00% | No change | 3,312 | $253K |
| Thompson Davis & Co., Inc. | 0.15% | Reduce -9.6% | 3,315 | $253K |
| AlTi Global, Inc. | 0.01% | Reduce -1.5% | 3,311 | $252K |
| Arkfeld Wealth Strategies, L.L.C. | 0.09% | No change | 3,120 | $247K |
| Park Edge Advisors, LLC | 0.06% | Reduce -11.9% | 3,240 | $247K |
| Integrity Alliance, Llc. | 0.01% | New | 3,224 | $246K |
| Pinnacle Financial Partners, Inc. | 0.00% | — | 3,174 | $242K |
| Hengehold Capital Management LLC | 0.02% | Add +7.7% | 3,162 | $241K |
| Quantify Chaos Advisors, LLC | 0.73% | — | 3,157 | $241K |
| Dedeker Financial LLC | 0.22% | — | 3,155 | $240K |
| Primoris Wealth Advisors, LLC | 0.14% | New | 3,136 | $239K |
| Sagespring Wealth Partners, LLC | 0.00% | New | 3,113 | $237K |
| Peddock Capital Advisors, LLC | 0.05% | No change | 3,103 | $237K |
| Puff Wealth Management, LLC | 0.30% | No change | 3,014 | $236K |
| DGS Capital Management, LLC | 0.04% | New | 3,088 | $235K |
| Atlantic Union Bankshares Corp | 0.00% | Add +42.5% | 3,043 | $232K |
| Zuckerman Investment Group, LLC | 0.02% | New | 3,043 | $232K |
| Sugar Maple Asset Management, LLC | 0.16% | Add +5.2% | 3,042 | $232K |
| Kastel Capital Advisors, LLC | 0.14% | — | 3,015 | $230K |
| NorthRock Partners, LLC | 0.00% | Add +0.4% | 3,011 | $230K |
| Shepherd Street Advisors LLC | 0.22% | — | 3,007 | $229K |
| Alpha Zero LLC | 0.13% | New | 3,005 | $229K |
| Rothschild Investment LLC | 0.01% | Reduce -62.5% | 3,000 | $229K |
| Beese Fulmer Investment Management, Inc. | 0.01% | Reduce -5.7% | 2,998 | $229K |
| FAS Wealth Partners, Inc. | 0.01% | New | 2,996 | $228K |
| Leo Wealth, LLC | 0.02% | New | 2,981 | $227K |
| Burrus Financial Services, Inc. | 0.13% | New | 4,692 | $227K |
| Capstone Financial Advisors, Inc. | 0.01% | New | 2,970 | $226K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -14.4% | 2,970 | $226K |
| Vestia Personal Wealth Advisors | 0.11% | New | 2,872 | $225K |
| LongView Wealth Management | 0.05% | Add +21.6% | 2,821 | $225K |
| Bokf, NA | 0.00% | No change | 2,938 | $224K |
| OmniStar Financial Group, Inc. | 0.13% | Reduce -15.4% | 2,934 | $224K |
| BankPlus Trust Department | 0.06% | No change | 2,927 | $223K |
| Quest 10 Wealth Builders, Inc. | 0.20% | Add +108.3% | 2,910 | $222K |
| Alan B Lancz & Associates, Inc. | 0.19% | No change | 2,900 | $221K |
| Empower Advisory Group, LLC | 0.00% | Add +12.1% | 2,869 | $219K |
| MCF Advisors LLC | 0.01% | Reduce -31.4% | 2,868 | $219K |
| Maripau Wealth Management LLC | 0.10% | Add +17.0% | 2,866 | $218K |
| Prospera Financial Services Inc | 0.00% | Add +35.8% | 2,862 | $218K |
| Midwest Trust Co | 0.00% | Add +0.4% | 2,813 | $214K |
| Stone House Investment Management, LLC | 0.03% | Add +5.5% | 2,812 | $214K |
| Koshinski Asset Management, Inc. | 0.01% | Add +10.8% | 2,807 | $214K |
| Trivium Point Advisory, LLC | 0.02% | Add +15.2% | 2,781 | $212K |
| Harmony Asset Management LLC | 0.07% | Add +5.9% | 2,779 | $212K |
| Main Street Financial Solutions, LLC | 0.02% | Reduce -9.1% | 2,771 | $211K |
| Broussard Financial Group LLC | 0.17% | — | 2,752 | $210K |
| Kagan Cocozza Asset Management | 0.15% | Reduce -2.5% | 2,740 | $209K |
| SB Capital Management Inc | 0.08% | — | 2,730 | $208K |
| Baker Boyer National Bank | 0.06% | New | 2,722 | $207K |
| Palatine Hill Wealth Management, LLC | 0.17% | — | 2,704 | $206K |
| Cobblestone Asset Management LLC | 0.09% | No change | 2,704 | $206K |
| Atlas Brown,Inc. | 0.06% | Add +8.2% | 2,653 | $202K |
| Triad Wealth Partners, LLC | 0.02% | New | 2,638 | $201K |
| KKM Financial LLC | 0.04% | No change | 2,625 | $200K |
| Fidelis Capital Partners, LLC | 0.01% | Add +13.2% | 2,625 | $200K |
| Cary Street Partners Financial LLC | 0.00% | New | 2,492 | $190K |
| Brown, Lisle/Cummings, Inc. | 0.05% | Add +1.1% | 2,415 | $184K |
| Arkadios Wealth Advisors | 0.00% | Reduce -52.1% | 2,398 | $183K |
| Strategic Advocates LLC | 0.05% | Add +0.4% | 2,356 | $180K |
| Rosenberg Matthew Hamilton | 0.04% | No change | 2,219 | $169K |
| Noble Wealth Management PBC | 0.08% | Add +115.0% | 2,085 | $159K |
| United Financial Planning Group LLC | 0.10% | Reduce -5.1% | 2,074 | $158K |
| Lodestone Wealth Management LLC | 0.06% | New | 2,072 | $158K |
| DV Trading LLC | 0.01% | — | 2,062 | $157K |
| Root Financial Partners, LLC | 0.01% | Add +2048.9% | 2,020 | $154K |
| Silicon Valley Capital Partners | 0.01% | Add +11.7% | 1,955 | $149K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 1,780 | $143K |
| UMB Bank, n.a. | 0.00% | Add +45.6% | 1,857 | $142K |
| Strategic Investment Solutions, Inc. | 0.03% | Add +5.2% | 1,830 | $140K |
| Hills Bank & Trust Co | 0.01% | Add +11.8% | 1,785 | $136K |
| Hilton Head Capital Partners, LLC | 0.08% | — | 1,718 | $131K |
| Plante Moran Financial Advisors, LLC | 0.01% | No change | 1,497 | $114K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 1,483 | $113K |
| ORG Partners LLC | 0.02% | No change | 1,452 | $111K |
| Signaturefd, LLC | 0.00% | Add +3.3% | 1,435 | $109K |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 0.02% | Add +101.6% | 1,290 | $98K |
| Investment Counsel Co. of Nevada | 0.21% | No change | 1,272 | $97K |
| North Ridge Wealth Advisors, Inc. | 0.05% | Reduce -9.7% | 1,220 | $93K |
| Basepoint Wealth LLC | 0.06% | New | 1,212 | $92K |
| Atlantic Private Wealth, LLC | 0.06% | No change | 1,201 | $92K |
| NBT Bank, N.A. | 0.01% | Add +2.6% | 1,174 | $89K |
| Comerica Bank | 0.00% | New | 1,106 | $84K |
| Capital Analysts, LLC | 0.00% | Add +12.4% | 1,034 | $79K |
| Teachers Insurance & Annuity Association of America | 0.08% | No change | 935 | $71K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.02% | Add +98.4% | 887 | $68K |
| Turim 21 Investimentos Ltda. | 0.03% | No change | 877 | $67K |
| Heritage Wealth Advisors | 0.00% | Add +1.6% | 830 | $63K |
| Aspect Partners, LLC | 0.03% | No change | 810 | $62K |
| Golden State Wealth Management, LLC | 0.01% | No change | 779 | $59K |
| National Bank of Canada | 0.00% | New | 766 | $58K |
| Wealth Preservation Advisors, LLC | 0.03% | Add +19.0% | 758 | $58K |
| Asset Planning,Inc | 0.04% | No change | 750 | $57K |
| Canton Hathaway, LLC | 0.01% | Add +10.0% | 715 | $55K |
| Perkins Coie Trust Co | 0.01% | No change | 680 | $52K |
| Hurley Capital, LLC | 0.03% | No change | 670 | $51K |
| Go Invest LLC | 0.02% | — | 667 | $51K |
| Cranbrook Wealth Management, LLC | 0.01% | Add +230.1% | 647 | $49K |
| Physician Wealth Advisors, Inc. | 0.01% | Add +2.7% | 646 | $49K |
| Wilkerson Advisory Group LLC | 0.02% | — | 593 | $45K |
| Curio Wealth, LLC | 0.02% | New | 579 | $44K |
| NFSG Corp | 0.01% | Add +2.5% | 573 | $44K |
| Coston, McIsaac & Partners | 0.01% | Reduce -95.5% | 575 | $43K |
| Hantz Financial Services, Inc. | 0.00% | Add +18800.0% | 567 | $43K |
| Richard W. Paul & Associates, LLC | 0.01% | No change | 533 | $41K |
| Principia Wealth Advisory, LLC | 0.02% | Add +317.7% | 518 | $39K |
| Activest Wealth Management | 0.01% | Add +22.0% | 443 | $34K |
| Royal Bank of Canada | 0.00% | Reduce -78.8% | 439 | $33K |
| Sound Income Strategies, LLC | 0.00% | Reduce -24.9% | 394 | $33K |
| Strategic Wealth Advisors LLC | 0.03% | — | 430 | $32K |
| Financial Network Wealth Advisors LLC | 0.03% | Add +1.3% | 401 | $31K |
| Avalon Trust Co | 0.00% | Add +56.0% | 390 | $30K |
| Stephens Consulting, LLC | 0.01% | No change | 350 | $27K |
| New Millennium Group LLC | 0.01% | Reduce -33.0% | 337 | $26K |
| Stonehage Fleming Financial Services Holdings Ltd | 0.00% | New | 337 | $26K |
| Financial Consulate, Inc. | 0.00% | No change | 322 | $25K |
| Cary Street Partners Investment Advisory LLC | 0.01% | New | 320 | $24K |
| Cordant, Inc. | 0.01% | No change | 315 | $24K |
| SageView Advisory Group, LLC | 0.00% | New | 305 | $23K |
| Anfield Capital Management, LLC | 0.01% | No change | 300 | $23K |
| CrossGen Wealth, LLC | 0.02% | — | 275 | $21K |
| Bogart Wealth, LLC | 0.00% | New | 265 | $20K |
| Ankerstar Wealth, LLC | 0.02% | — | 247 | $19K |
| SJS Investment Consulting Inc. | 0.00% | No change | 240 | $18K |
| Country Trust Bank | 0.00% | Add +16.7% | 231 | $18K |
| Investors Portfolio Services LLC | 0.02% | — | 226 | $17K |
| Main Management LLC | 0.00% | Reduce -5.0% | 208 | $16K |
| CKW Financial Group | 0.00% | Add +46.4% | 202 | $15K |
| Clearstead Trust, LLC | 0.00% | No change | 180 | $14K |
| Birchbrook, Inc. | 0.01% | Add +26.9% | 165 | $13K |
| Harbour Investments, Inc. | 0.00% | Reduce -55.7% | 159 | $12K |
| TFC Financial Management, Inc. | 0.00% | No change | 150 | $11K |
| HighMark Wealth Management LLC | 0.00% | Add +22.5% | 147 | $11K |
| SOA Wealth Advisors, LLC. | 0.00% | No change | 145 | $11K |
| Atwood & Palmer Inc. | 0.00% | No change | 125 | $10K |
| Sachetta, LLC | 0.00% | No change | 116 | $9K |
| Nova Wealth Management, Inc. | 0.01% | No change | 115 | $9K |
| UBS Group AG | 0.00% | New | 108 | $8K |
| Pension & Wealth Management Advisors, Inc. | 0.00% | Reduce -54.9% | 107 | $8K |
| Fifth Third Bancorp | 0.00% | Add +2000.0% | 105 | $8K |
| Raleigh Capital Management Inc. | 0.00% | New | 103 | $8K |
| Elyxium Wealth, LLC | 0.00% | New | 100 | $8K |
| Assetmark, Inc. | 0.00% | Reduce -9.7% | 84 | $6K |
| GHP Investment Advisors, Inc. | 0.00% | Add +24.2% | 82 | $6K |
| High Point Wealth Management, LLC | 0.01% | — | 81 | $6K |
| Glassman Wealth Services | 0.00% | No change | 81 | $6K |
| CNB Bank | 0.00% | No change | 68 | $5K |
| Wells Fargo & Company | 0.00% | Add +5700.0% | 58 | $4K |
| Financial Freedom, LLC | 0.00% | No change | 57 | $4K |
| Key Capital Management, INC | 0.00% | — | 56 | $4K |
| FMR LLC | 0.00% | No change | 46 | $4K |
| Ares Financial Consulting, LLC | 0.00% | — | 45 | $3K |
| Vision Financial Markets LLC | 0.00% | No change | 35 | $3K |
| Legacies Wealth LLC | 0.00% | New | 33 | $3K |
| Chilton Capital Management LLC | 0.00% | New | 33 | $3K |
| Geneos Wealth Management Inc. | 0.00% | No change | 30 | $2K |
| Bessemer Group Inc. | 0.00% | New | 22 | $2K |
| VSM Wealth Advisory, LLC | 0.00% | New | 24 | $2K |
| POM Investment Strategies, LLC | 0.00% | No change | 22 | $2K |
| Archer Investment Corp | 0.00% | Reduce -97.2% | 22 | $2K |
| Essential Investment Partners LLC | 0.00% | — | 20 | $2K |
| DecisionPoint Financial, LLC | 0.00% | New | 20 | $2K |
| Quattro Advisors LLC | 0.00% | — | 18 | $1K |
| Concord Wealth Partners | 0.00% | No change | 17 | $1K |
| Copia Wealth Management | 0.00% | Reduce -84.3% | 16 | $1K |
| Wolff Wiese Magana LLC | 0.00% | No change | 16 | $1K |
| Valued Wealth Advisors LLC | 0.00% | Reduce -25.0% | 15 | $1K |
| Networth Advisors, LLC | 0.00% | — | 15 | $1K |
| Clark Wealth Partners | 0.00% | No change | 15 | $1K |
| Kilter Group LLC | 0.00% | No change | 10 | $763 |
| Fourth Dimension Wealth, LLC | 0.00% | No change | 10 | $762 |
| Dunhill Financial, LLC | 0.00% | No change | 10 | $762 |
| TD Capital Management LLC | 0.00% | No change | 10 | $762 |
| Your Advocates Ltd., LLP | 0.00% | Reduce -82.9% | 6 | $457 |
| SWAN Capital LLC | 0.00% | Reduce -50.0% | 5 | $381 |
| Aventura Private Wealth, LLC | 0.00% | No change | 5 | $381 |
| Frazier Financial Advisors, LLC | 0.00% | No change | 3 | $229 |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -94.4% | 1 | $76 |
| 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.