Fidelity Wise Origin BitcoinFBTCETF
13F holders, Q1 2026 (March 31)646holders −33
72new positions
97sold out
4famous investors
$59.19avg. 13F price*
At the end of Q1 2026, 646 institutions reported holding Fidelity Wise Origin Bitcoin (FBTC) in their 13F filings, down 33 from Q4 2025. 72 opened new positions and 97 sold out. The largest holders were Millennium Management ($162.9M), Schonfeld Strategic Advisors LLC ($149.4M) and Jane Street Group, LLC ($115.4M). 4 famous investors held it, including Israel Englander (0.1% of Millennium Management's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Mario Gabelli (0.0% of GAMCO Investors's portfolio).
- Company
- Fidelity Wise Origin Bitcoin
- CUSIP
- 315948109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 72 | $71.9M |
| Exits | 97 | $249.8M |
All 13F filers, Q4 2025 → Q1 2026: 4,210,052 shares bought and 12,752,131 shares sold, net −8,542,079 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 646 holders
| Millennium Management | 0.13% | Reduce -62.1% | 2,760,223 | $162.9M |
| Schonfeld Strategic Advisors LLC | 1.22% | Add +7.7% | 2,530,236 | $149.4M |
| Jane Street Group, LLC | 0.13% | Reduce -59.6% | 1,954,174 | $115.4M |
| Almitas Capital LLC | 20.52% | No change | 1,536,637 | $90.7M |
| Cantor Fitzgerald, L. P. | 2.74% | No change | 1,280,931 | $75.6M |
| ParaFi Capital LP | 22.22% | Reduce -3.7% | 1,050,000 | $62.0M |
| Morgan Stanley | 0.00% | Add +23.1% | 852,949 | $50.3M |
| Consolidated Portfolio Review Corp | 4.50% | No change | 834,367 | $49.3M |
| Pine Ridge Advisers LLC | 3.50% | No change | 834,367 | $49.3M |
| Mariner, LLC | 0.04% | Add +4.9% | 627,534 | $37.0M |
| Envestnet Asset Management Inc. | 0.01% | Add +14.0% | 609,080 | $36.0M |
| United Capital Management of KS, Inc. | 5.05% | Add +1.0% | 563,747 | $33.3M |
| Tidal Investments LLC | 0.10% | New | 543,781 | $32.1M |
| Susquehanna International Group, LLP | 0.04% | Add +24.6% | 527,742 | $31.2M |
| Cresset Asset Management, LLC | 0.13% | Add +1.9% | 498,524 | $29.4M |
| EverSource Wealth Advisors, LLC | 0.82% | Add +5.3% | 452,375 | $26.7M |
| Beaumont Financial Advisors, LLC | 1.81% | Reduce -0.7% | 445,303 | $26.3M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -9.2% | 426,555 | $25.2M |
| Kaleidoscope Capital LP | 9.43% | Add +33.9% | 414,725 | $24.5M |
| Cetera Investment Advisers | 0.03% | Add +29.4% | 407,064 | $24.0M |
| HighTower Advisors, LLC | 0.02% | Add +1.2% | 386,012 | $22.8M |
| Patient Capital Management, LLC | 0.78% | Reduce -54.7% | 353,831 | $20.9M |
| Legacy Wealth Asset Management, LLC | 4.34% | Add +1.3% | 302,229 | $17.8M |
| Means Investment Co., Inc. | 1.54% | Add +7.7% | 298,606 | $17.6M |
| Ovata Capital Management Ltd | 2.53% | No change | 295,558 | $17.5M |
| BlackRock, Inc. | 0.00% | Add +1.1% | 293,833 | $17.3M |
| Van Hulzen Asset Management, LLC | 1.13% | Reduce -0.3% | 256,315 | $15.1M |
| Diversify Wealth Management, LLC | 0.27% | Add +6152.9% | 226,169 | $14.9M |
| Compass Ion Advisors, LLC | 1.41% | Add +13.5% | 250,799 | $14.8M |
| D. E. Shaw & Co. | 0.01% | Add +27.4% | 237,000 | $14.0M |
| Claar Advisors LLC | 4.73% | Add +104.6% | 236,248 | $13.9M |
| WINTON GROUP Ltd | 0.45% | Reduce -58.2% | 218,078 | $12.9M |
| Atlas Wealth Partners, LLC | 12.89% | Add +1.9% | 212,416 | $12.5M |
| Kestra Advisory Services, LLC | 0.04% | Add +8.3% | 193,072 | $11.4M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -1.9% | 187,793 | $11.1M |
| Courage Capital Management LLC | 14.28% | No change | 170,865 | $10.1M |
| Great Point Wealth Advisors, LLC | 1.79% | Add +38.2% | 164,297 | $9.7M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -11.8% | 162,459 | $9.6M |
| Creative Planning | 0.01% | Add +6.2% | 160,984 | $9.5M |
| Private Advisor Group, LLC | 0.04% | Add +777.4% | 158,610 | $9.4M |
| Berman McAleer LLC | 1.27% | Add +58.9% | 157,241 | $9.3M |
| Parcion Private Wealth LLC | 0.55% | Add +2.4% | 150,243 | $8.9M |
| Citrine Capital LLC | 3.54% | Add +15.1% | 138,176 | $8.2M |
| Osaic Holdings, Inc. | 0.01% | Add +62.0% | 137,590 | $8.1M |
| Marex Group Ltd | 0.08% | Reduce -44.9% | 136,991 | $8.1M |
| BNC Wealth Management, LLC | 2.22% | Add +80.9% | 135,225 | $8.0M |
| Arkos Global Advisors | 1.00% | Add +36.1% | 134,855 | $8.0M |
| Park Avenue Securities LLC | 0.06% | Add +19.6% | 124,621 | $7.4M |
| Sanctuary Advisors, LLC | 0.04% | Add +149.2% | 118,559 | $7.0M |
| Lido Advisors, LLC | 0.03% | Add +137.8% | 118,427 | $7.0M |
| Avaii Wealth Management, LLC | 2.43% | Add +8.9% | 118,105 | $7.0M |
| Alamea Verwaltungs GmbH | 5.15% | No change | 117,771 | $7.0M |
| Ieq Capital, LLC | 0.03% | Reduce -5.4% | 116,224 | $6.9M |
| Kingswood Wealth Advisors, LLC | 0.31% | Reduce -1.5% | 111,984 | $6.6M |
| MML Investors Services, LLC | 0.02% | Add +6.5% | 107,075 | $6.3M |
| Cwm, LLC | 0.02% | Add +6.2% | 103,637 | $6.1M |
| Wealth Quarterback LLC | 2.41% | Add +792.8% | 103,605 | $6.1M |
| Allegheny Financial Group | 0.82% | Reduce -0.1% | 102,632 | $6.1M |
| Kestra Private Wealth Services, LLC | 0.07% | Reduce -3.3% | 100,203 | $5.9M |
| Focus Partners Wealth | 0.01% | Reduce -0.8% | 97,917 | $5.9M |
| SevenBridge Financial Group, LLC | 0.92% | Add +13.6% | 85,331 | $5.9M |
| Aptus Capital Advisors, LLC | 0.05% | Add +15.1% | 97,369 | $5.7M |
| Fiduciary Trust Co | 0.07% | No change | 95,644 | $5.6M |
| Libra Wealth LLC | 1.56% | Add +20.9% | 93,717 | $5.5M |
| Traynor Capital Management, Inc. | 0.33% | Add +0.0% | 95,549 | $5.5M |
| Elequin Capital, LP | 1.72% | Add +1071.3% | 93,700 | $5.5M |
| SKY-Mountain Capital Management, Inc. | 3.57% | Reduce -48.8% | 84,338 | $5.0M |
| Foundations Investment Advisors, LLC | 0.06% | Add +4.3% | 81,417 | $4.8M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -42.4% | 81,086 | $4.7M |
| Exencial Wealth Advisors, LLC | 0.15% | Reduce -21.8% | 80,117 | $4.7M |
| NewEdge Advisors, LLC | 0.02% | Add +27.7% | 78,941 | $4.7M |
| Concurrent Investment Advisors, LLC | 0.05% | Add +183.2% | 78,143 | $4.6M |
| Mutual Advisors, LLC | 0.10% | Add +8.8% | 77,933 | $4.6M |
| First Trust Advisors LP | 0.00% | Reduce -12.8% | 76,980 | $4.5M |
| Strategic Financial Planning, Inc. | 2.53% | New | 20,979 | $4.3M |
| Eaton Financial Holdings Company, LLC | 1.39% | Add +0.7% | 71,748 | $4.2M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +818.6% | 71,686 | $4.2M |
| Simplex Trading, LLC | 0.13% | New | 70,689 | $4.2M |
| Mad River Investors | 1.50% | Reduce -0.7% | 70,339 | $4.2M |
| Beaird Harris Wealth Management, LLC | 0.27% | Add +0.7% | 66,251 | $3.9M |
| Am Investment Strategies LLC | 0.85% | Add +10.5% | 65,379 | $3.9M |
| PYA Waltman Capital, LLC | 1.07% | Add +10.3% | 65,238 | $3.9M |
| Corient Private Wealth LP | 0.01% | Add +2.3% | 92,945 | $3.6M |
| Milestone Asset Management Group, LLC | 2.12% | Add +4.1% | 61,488 | $3.6M |
| Evexia Wealth LLC | 0.99% | Add +29.6% | 56,511 | $3.6M |
| DecisionMap Wealth Management, LLC | 2.33% | Add +8.4% | 60,909 | $3.6M |
| Advisory Services Network, LLC | 0.05% | Add +5.9% | 60,267 | $3.6M |
| Smart Money Group LLC | 1.03% | Add +1.9% | 59,860 | $3.5M |
| Avenir Tech Ltd | 0.44% | Reduce 0.0% | 58,616 | $3.5M |
| Cambridge Advisors Inc. | 0.67% | Add +3.4% | 58,528 | $3.5M |
| Pathstone Holdings, LLC | 0.01% | Add +24.1% | 58,333 | $3.4M |
| Farther Finance Advisors, LLC | 0.03% | Add +59.7% | 57,466 | $3.4M |
| Element Pointe Advisors, LLC | 0.64% | Add +31.1% | 57,121 | $3.4M |
| Sfmg, LLC | 0.23% | Add +14.9% | 56,915 | $3.4M |
| Arbor Capital Management Inc. | 2.69% | Add +1.2% | 52,922 | $3.3M |
| Brookstone Capital Management | 0.04% | Reduce -5.9% | 55,435 | $3.3M |
| Vista Investment Partners Ii, LLC | 1.47% | Add +16.4% | 55,386 | $3.3M |
| Renaissance Technologies | 0.01% | Add +22.7% | 55,100 | $3.3M |
| Spire Wealth Management | 0.11% | Add +1.2% | 54,686 | $3.2M |
| Meitav Investment House Ltd. | 0.04% | Add +45.1% | 54,170 | $3.2M |
| Kingsview Wealth Management, LLC | 0.04% | Add +7.4% | 53,353 | $3.1M |
| KDK Private Wealth Management, LLC | 2.86% | Add +2.5% | 53,019 | $3.1M |
| First Heartland Consultants, Inc. | 0.24% | Add +1.9% | 52,655 | $3.1M |
| PTM Wealth Management, LLC | 1.63% | Add +47.3% | 50,522 | $3.1M |
| EP Wealth Advisors, LLC | 0.01% | Add +10.5% | 51,408 | $3.0M |
| Cambient Family Office, LLC | 0.42% | Reduce -6.7% | 50,852 | $3.0M |
| Farringdon Capital, Ltd. | 0.66% | Add +28.7% | 50,766 | $3.0M |
| Nwam LLC | 0.17% | Add +7.9% | 50,494 | $3.0M |
| QTR Family Wealth, LLC | 1.17% | Reduce -5.6% | 43,284 | $2.8M |
| Fiduciary Alliance LLC | 0.17% | Reduce -12.6% | 42,532 | $2.8M |
| Intercapital, LLC | 1.54% | New | 47,000 | $2.8M |
| LaSalle St. Investment Advisors, LLC | 0.38% | Add +130.4% | 45,206 | $2.7M |
| Pasadena Private Wealth, LLC | 0.37% | Reduce -31.0% | 44,459 | $2.6M |
| Haven Private, LLC | 1.14% | Add +5.9% | 44,367 | $2.6M |
| Sepio Capital, LP | 0.14% | Add +0.3% | 44,156 | $2.6M |
| LFG Wealth Partners, LLC | 1.57% | New | 44,101 | $2.6M |
| Beam Wealth Advisors, Inc. | 0.64% | Add +7.5% | 43,250 | $2.6M |
| NorthCoast Asset Management LLC | 0.06% | Add +1.0% | 43,201 | $2.6M |
| Valeo Financial Advisors, LLC | 0.06% | Add +14.9% | 42,426 | $2.5M |
| Lansing Street Advisors | 0.62% | Add +0.4% | 41,541 | $2.5M |
| Bayshore Capital Advisors, LLC | 1.03% | Reduce -75.0% | 41,173 | $2.4M |
| Panoramic Investment Advisors, LLC | 1.30% | Add +1.4% | 40,842 | $2.4M |
| SCS Capital Management LLC | 0.03% | No change | 40,174 | $2.4M |
| Tred Avon Family Wealth, LLC | 0.79% | Reduce -0.1% | 40,063 | $2.4M |
| Gem Investment Advisors, LLC | 2.32% | Add +38.7% | 40,000 | $2.4M |
| Joel Isaacson & Co., LLC | 0.07% | No change | 37,692 | $2.2M |
| SMART Wealth LLC | 0.65% | Add +2.5% | 37,487 | $2.2M |
| Cerity Partners LLC | 0.00% | Add +10.9% | 37,247 | $2.2M |
| COFG Advisors, LLC | 0.54% | Add +4.1% | 37,024 | $2.2M |
| Innovative Advisory Group, LLC | 1.87% | No change | 35,929 | $2.1M |
| Captrust Financial Advisors | 0.00% | Reduce -63.8% | 35,835 | $2.1M |
| Modus Advisors, LLC | 0.57% | Reduce -29.6% | 35,334 | $2.1M |
| IPG Investment Advisors LLC | 0.36% | New | 35,260 | $2.1M |
| Blue Trust, Inc. | 0.02% | Reduce -0.1% | 34,850 | $2.1M |
| Childress Capital Advisors, LLC | 0.36% | Add +2.7% | 33,857 | $2.0M |
| Wealthcare Advisory Partners LLC | 0.04% | Add +13.8% | 33,375 | $2.0M |
| Keel Point, LLC | 0.13% | Reduce -21.9% | 33,269 | $2.0M |
| Walleye Trading LLC | 0.04% | Add +36.5% | 33,115 | $2.0M |
| Mercer Global Advisors Inc. | 0.00% | Add +7.5% | 32,564 | $1.9M |
| Walser Wealth Management Company, A Ltd Liability Co | 0.85% | Add +7.5% | 32,204 | $1.9M |
| Avior Wealth Management, LLC | 0.05% | Add +0.8% | 31,984 | $1.9M |
| 180 Wealth Advisors, LLC | 0.21% | Add +54.8% | 31,660 | $1.9M |
| Spectrum Strategic Capital Management, LLC | 1.00% | Add +13.5% | 31,620 | $1.9M |
| Bearing Point Capital, LLC | 0.29% | Add +93.8% | 31,236 | $1.8M |
| Bank of New York Mellon Corp | 0.00% | New | 31,217 | $1.8M |
| CRA Financial Services, LLC | 0.24% | Add +9.3% | 31,155 | $1.8M |
| Wellspring Financial Advisors, LLC | 0.14% | Add +35.2% | 30,956 | $1.8M |
| Strategies Wealth Advisors, LLC | 0.18% | Add +72.1% | 30,717 | $1.8M |
| Guild Investment Management, Inc. | 1.28% | Add +7.4% | 30,351 | $1.8M |
| Financial Designs Corp | 0.99% | Reduce -2.4% | 30,209 | $1.8M |
| CMG Global Holdings, LLC | 0.84% | Reduce -30.8% | 29,935 | $1.8M |
| Firestone Capital Management | 0.36% | Reduce -12.8% | 29,658 | $1.8M |
| WealthPlan Investment Management, LLC | 0.10% | Add +6.7% | 29,223 | $1.7M |
| Abound Wealth Management | 0.39% | Reduce -4.9% | 29,071 | $1.7M |
| Bank of America Corp. | 0.00% | Reduce -2.0% | 28,996 | $1.7M |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -8.0% | 28,809 | $1.7M |
| LPL Financial LLC | 0.00% | Add +16.8% | 28,701 | $1.7M |
| Johnson Investment Counsel Inc. | 0.01% | New | 28,623 | $1.7M |
| Vista Finance, LLC | 1.31% | Add +6.6% | 27,988 | $1.7M |
| Qube Research & Technologies Ltd | 0.00% | Add +11.5% | 27,872 | $1.6M |
| Activest Wealth Management | 0.29% | Add +6175.2% | 27,799 | $1.6M |
| Jump Financial, LLC | 0.03% | Add +237.8% | 27,359 | $1.6M |
| Quadrature Capital Ltd | 0.02% | New | 27,313 | $1.6M |
| Summit Financial, LLC | 0.02% | Reduce -2.2% | 27,287 | $1.6M |
| Permian Investment Partners, LP | 0.18% | Reduce -55.0% | 27,000 | $1.6M |
| Waverly Advisors, LLC | 0.01% | Add +65.0% | 26,777 | $1.6M |
| Cane Capital Partners, LLC | 0.70% | Add +16.4% | 26,770 | $1.6M |
| Fidelis Capital Partners, LLC | 0.11% | Add +911.4% | 26,550 | $1.6M |
| Brown Brothers Harriman & Co. | 0.01% | Reduce -0.9% | 26,427 | $1.6M |
| Beacon Pointe Advisors, LLC | 0.01% | Add +212.8% | 26,164 | $1.5M |
| Merit Financial Group, LLC | 0.01% | Reduce -24.6% | 25,442 | $1.5M |
| Principle Wealth Partners LLC | 0.09% | Add +9.3% | 25,343 | $1.5M |
| Evoke Wealth, LLC | 0.03% | Add +91.1% | 25,300 | $1.5M |
| FRG Family Wealth Advisors LLC | 0.24% | Reduce -20.2% | 25,205 | $1.5M |
| Financial Partners Group, Inc | 0.18% | Reduce -3.1% | 25,005 | $1.5M |
| Abundance Wealth Counselors | 0.21% | Reduce -10.0% | 24,869 | $1.5M |
| Choreo, LLC | 0.02% | Add +45.1% | 24,852 | $1.5M |
| Peloton Wealth Strategists | 0.60% | Add +122.0% | 24,571 | $1.4M |
| Clearstead Advisors, LLC | 0.01% | Add +0.5% | 24,558 | $1.4M |
| Stansberry Asset Management, LLC | 0.15% | Add +4.5% | 24,540 | $1.4M |
| Arete Wealth Advisors, LLC | 0.11% | Add +12.8% | 24,193 | $1.4M |
| GC Wealth Management RIA, LLC | 0.06% | Add +0.5% | 23,827 | $1.4M |
| Objective Capital Management, LLC | 1.40% | No change | 23,436 | $1.4M |
| AE Wealth Management LLC | 0.01% | Add +11.5% | 23,364 | $1.4M |
| Signal Advisors Wealth, LLC | 0.09% | Add +44.1% | 23,334 | $1.4M |
| Alchemi Wealth, LLC | 0.75% | Add +25.8% | 23,024 | $1.4M |
| NewEdge Wealth, LLC | 0.02% | Add +0.1% | 22,946 | $1.4M |
| SteelPeak Wealth, LLC | 0.04% | Reduce -62.7% | 22,524 | $1.3M |
| Moneta Group Investment Advisors LLC | 0.01% | Add +26.2% | 22,436 | $1.3M |
| U.S. Capital Wealth Advisors, LLC | 0.03% | Add +12.4% | 22,397 | $1.3M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +517.6% | 22,320 | $1.3M |
| World Investment Advisors | 0.02% | Add +41.0% | 22,139 | $1.3M |
| Vise Technologies, Inc. | 0.03% | No change | 17,049 | $1.3M |
| Tru Independence Asset Management 2, LLC | 0.80% | Add +34.9% | 22,010 | $1.3M |
| ShoreHaven Wealth Partners, LLC | 0.47% | New | 21,934 | $1.3M |
| JPMorgan Chase & Co. | 0.00% | Add +455.5% | 22,196 | $1.3M |
| Madison Park Capital Advisors, LLC | 1.01% | Add +30.5% | 21,693 | $1.3M |
| Betterment LLC | 0.00% | Add +29.3% | 21,526 | $1.3M |
| Debussy Capital Management LP | 0.18% | Reduce -43.3% | 21,484 | $1.3M |
| Camelot Portfolios, LLC | 0.95% | Add +0.1% | 21,411 | $1.3M |
| Raymond James Financial Inc. | 0.00% | Add +93.9% | 21,259 | $1.3M |
| Precision Wealth Strategies, LLC | 0.41% | Add +54.8% | 21,128 | $1.2M |
| Financial Management Professionals, Inc. | 0.14% | Add +0.5% | 20,798 | $1.2M |
| Pallas Capital Advisors LLC | 0.05% | Add +93.2% | 20,747 | $1.2M |
| Highland Financial Advisors, LLC | 0.32% | Reduce -5.4% | 20,531 | $1.2M |
| Bank of Montreal | 0.00% | Add +78.4% | 20,155 | $1.2M |
| Wealth Alliance, LLC | 0.12% | Add +122.3% | 20,096 | $1.2M |
| Hubbell Strickland Wealth Management, LLC | 0.47% | Add +1.4% | 20,083 | $1.2M |
| Nkcfo LLC | 0.35% | No change | 20,000 | $1.2M |
| Ancora Advisors LLC | 0.03% | Reduce -0.2% | 19,904 | $1.2M |
| Bryn Mawr Trust Advisors, LLC | 0.06% | No change | 19,669 | $1.2M |
| Benchmark Financial Wealth Advisors, LLC | 0.32% | Add +13.5% | 19,663 | $1.2M |
| LifeGoal Investments, LLC | 0.66% | Reduce -1.6% | 19,381 | $1.2M |
| Silverlake Wealth Management LLC | 0.24% | Add +7.8% | 19,237 | $1.1M |
| Aries Wealth Management | 0.25% | Add +24.2% | 19,148 | $1.1M |
| Bleakley Financial Group, LLC | 0.02% | Add +13.4% | 19,112 | $1.1M |
| Meridian Wealth Management, LLC | 0.04% | Reduce -11.1% | 18,812 | $1.1M |
| Mills Wealth Advisors LLC | 0.39% | Add +21.3% | 18,800 | $1.1M |
| MTM Investment Management, LLC | 0.35% | Add +22.1% | 18,734 | $1.1M |
| Mission Wealth Management, LP | 0.02% | Reduce -24.1% | 18,698 | $1.1M |
| Life Line Wealth Management LLC | 0.49% | No change | 18,682 | $1.1M |
| Parallel Advisors, LLC | 0.02% | Add +45.1% | 18,578 | $1.1M |
| Soltis Investment Advisors LLC | 0.07% | Add +6.4% | 18,259 | $1.1M |
| GAMCO Investors | 0.01% | No change | 17,500 | $1.0M |
| US Bancorp \de | 0.00% | Reduce -75.6% | 17,406 | $1.0M |
| Demars Financial Group, LLC | 0.34% | Add +90.6% | 17,402 | $1.0M |
| Proficio Capital Partners LLC | 0.05% | Reduce -36.7% | 17,275 | $1.0M |
| MAI Capital Management | 0.01% | Reduce -1.8% | 17,190 | $1.0M |
| Holland Advisory Services, Inc. | 1.35% | New | 17,060 | $1.0M |
| Osbon Capital Management LLC | 0.81% | Add +106.5% | 16,910 | $998K |
| Essex Financial Services, Inc. | 0.06% | Reduce -2.8% | 16,791 | $991K |
| Strategic Family Wealth Counselors, L.L.C. | 0.26% | New | 16,763 | $990K |
| Atria Investments, Inc | 0.01% | Add +17.3% | 16,683 | $985K |
| Almanack Investment Partners, LLC. | 0.16% | Reduce -20.6% | 16,508 | $974K |
| Mustard Seed Financial, LLC | 0.58% | Add +3.2% | 16,494 | $974K |
| National Wealth Management Group, LLC | 0.36% | Reduce -6.7% | 16,448 | $971K |
| Corps Capital Advisors, LLC | 0.83% | Add +124.0% | 16,182 | $955K |
| Bedel Financial Consulting, Inc. | 0.11% | Add +9.6% | 16,177 | $955K |
| Weil Company, Inc. | 0.21% | New | 15,871 | $937K |
| Stratos Wealth Advisors, LLC | 0.06% | Reduce -23.9% | 15,672 | $925K |
| Belpointe Asset Management LLC | 0.03% | Add +84.6% | 15,621 | $922K |
| Revisor Wealth Management LLC | 0.25% | Reduce -3.1% | 15,325 | $905K |
| Condor Capital Management | 0.08% | Add +7.0% | 15,311 | $904K |
| Great Valley Advisor Group, Inc. | 0.02% | Reduce -5.0% | 15,299 | $903K |
| Cim, LLC | 0.13% | Add +34.9% | 15,142 | $894K |
| WESCAP Management Group, Inc. | 0.17% | Reduce -33.0% | 14,901 | $880K |
| Sovran Advisors, LLC | 0.07% | New | 13,208 | $879K |
| Marietta Wealth Management, LLC | 0.10% | No change | 14,470 | $854K |
| Strata Wealth Advisors, LLC | 0.23% | No change | 14,373 | $848K |
| Relyea Zuckerberg Hanson LLC | 0.09% | Add +174.1% | 14,362 | $848K |
| Robertson Stephens Wealth Management, LLC | 0.02% | Add +8.1% | 14,302 | $844K |
| Curi Capital, LLC | 0.01% | No change | 13,886 | $820K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +39.8% | 13,785 | $814K |
| Sunesis Advisors, LLC | 0.37% | Add +124.4% | 13,761 | $812K |
| Gardner Lewis Asset Management L P | 0.17% | No change | 13,535 | $799K |
| Waldron Private Wealth LLC | 0.03% | Add +9.6% | 13,370 | $789K |
| Old National Bancorp | 0.01% | New | 13,350 | $788K |
| Upper Left Wealth Management, LLC | 0.46% | Add +35.3% | 13,081 | $772K |
| Citizens National Bank Trust Department | 0.13% | Add +26.1% | 13,055 | $771K |
| Falcon Wealth Planning | 0.05% | Add +11.3% | 12,994 | $767K |
| Daymark Wealth Partners, LLC | 0.02% | Add +0.5% | 12,894 | $761K |
| Eagle Global Advisors LLC | 0.03% | Reduce -22.4% | 12,800 | $756K |
| Ethos Financial Group, LLC | 0.06% | Reduce -5.6% | 12,716 | $751K |
| Apollon Wealth Management, LLC | 0.01% | Add +2.7% | 12,642 | $746K |
| TCW Group Inc. | 0.01% | No change | 12,553 | $741K |
| GWN Securities Inc. | 0.14% | Add +24.4% | 12,545 | $741K |
| Canvas Wealth Advisors, LLC | 0.13% | Add +9.5% | 12,514 | $739K |
| JB Capital LLC | 0.03% | Add +5.3% | 12,421 | $733K |
| Synergy Financial Group, LTD | 0.55% | Reduce -1.0% | 12,357 | $729K |
| Perigon Wealth Management, LLC | 0.01% | Add +3.7% | 12,338 | $728K |
| IFP Advisors, Inc | 0.01% | Add +7.9% | 12,290 | $725K |
| Bauman Advisory Group, LLC | 0.51% | Reduce -11.7% | 12,287 | $725K |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -51.4% | 12,212 | $721K |
| Commerce Bank | 0.00% | Add +164.3% | 12,172 | $719K |
| Larson Financial Group LLC | 0.02% | Add +43.7% | 12,165 | $718K |
| Five Pine Wealth Management | 0.44% | Add +25.5% | 12,063 | $712K |
| Integrated Advisors Network LLC | 0.04% | New | 12,058 | $712K |
| Clear Creek Financial Management, LLC | 0.05% | Add +4.2% | 11,911 | $703K |
| Delta Investment Management, LLC | 0.13% | Reduce -7.7% | 11,907 | $703K |
| Kapstone Financial Advisors LLC | 0.34% | Add +2.8% | 11,750 | $694K |
| Perryman Financial Advisory Inc. | 0.10% | Add +2.0% | 11,669 | $689K |
| Verus Financial Partners, Inc. | 0.06% | No change | 10,447 | $686K |
| Diversified Management Inc. | 0.12% | New | 11,490 | $678K |
| Wedmont Private Capital | 0.02% | Add +10.2% | 10,913 | $678K |
| Earned Wealth Advisors, LLC | 0.05% | Reduce -19.2% | 11,438 | $675K |
| JSF Financial, LLC | 0.13% | Add +9.7% | 11,379 | $672K |
| Timber Creek Capital Management LLC | 0.16% | Add +6.9% | 11,374 | $671K |
| Forum Financial Management, LP | 0.01% | No change | 11,300 | $667K |
| Warren Street Wealth Advisors, LLC | 0.17% | New | 11,264 | $665K |
| Sweeney & Michel, LLC | 0.19% | Reduce -0.5% | 10,030 | $641K |
| Basso Capital Management, L.P. | 0.39% | Reduce -56.0% | 10,850 | $640K |
| LBMC Investment Advisors, LLC | 0.04% | Reduce -14.3% | 10,850 | $640K |
| Investment Advisory Services Group LLC | 0.56% | Add +9.1% | 10,835 | $640K |
| Pure Financial Advisors, LLC | 0.01% | Add +0.4% | 10,782 | $636K |
| Garde Capital, Inc. | 0.04% | Add +9.8% | 10,726 | $633K |
| Drive Wealth Management, LLC | 0.13% | Add +75.7% | 10,618 | $627K |
| Whitaker-Myers Wealth Managers, LTD. | 0.12% | Add +56.8% | 10,435 | $616K |
| Financial Management Network Inc. | 0.09% | No change | 9,785 | $615K |
| Parkside Financial Bank & Trust | 0.05% | No change | 10,367 | $612K |
| Eagle Strategies LLC | 0.07% | Add +70.5% | 10,343 | $611K |
| Rahlfs Capital, LLC | 0.44% | No change | 10,250 | $605K |
| Instrumental Wealth, LLC | 0.37% | Add +2.9% | 10,245 | $605K |
| KFG Wealth Management, LLC | 0.08% | Add +28.5% | 10,208 | $603K |
| Meridian Wealth Advisors, LLC | 0.08% | No change | 10,000 | $590K |
| M. Kulyk & Associates, LLC | 0.11% | Reduce -18.2% | 9,983 | $589K |
| Rochester Wealth Strategies, LLC | 0.35% | Add +27.0% | 9,917 | $585K |
| Wealth Group Ltd | 0.13% | Add +55.3% | 9,839 | $581K |
| Clientfirst Wealth Management, LLC | 0.49% | No change | 9,793 | $578K |
| CFO4Life Group, LLC | 0.09% | Add +25.6% | 9,788 | $578K |
| Equitable Trust Co. | 0.03% | New | 9,763 | $576K |
| Samalin Investment Counsel, LLC | 0.21% | Add +2.6% | 9,755 | $576K |
| Wealth Dimensions Group, Ltd. | 0.11% | Add +1.7% | 9,664 | $570K |
| Procyon Advisors, LLC | 0.03% | Add +7.5% | 9,619 | $568K |
| Pennsylvania Capital Management Inc. | 0.16% | Add +26.2% | 9,605 | $567K |
| Regatta Capital Group, LLC | 0.09% | Reduce -3.6% | 9,540 | $563K |
| Estate Planners Group, LLC | 0.27% | Add +12.2% | 9,482 | $560K |
| Maripau Wealth Management LLC | 0.24% | Add +229.1% | 9,432 | $557K |
| Anson Capital, Inc. | 0.38% | Add +64.0% | 9,424 | $556K |
| Crestwood Advisors Group, LLC | 0.01% | Add +0.5% | 9,374 | $553K |
| Cadia Private Client LLC | 0.45% | Add +0.4% | 9,361 | $553K |
| Roman Butler Fullerton & Co. | 0.15% | Add +1.5% | 8,847 | $550K |
| Prosperity Planning, Inc. | 0.20% | No change | 9,300 | $549K |
| Sound Portfolio Advisors, LLC | 0.44% | Add +7.2% | 9,136 | $539K |
| Lanark Financial, Inc. | 0.04% | Reduce -50.2% | 9,124 | $539K |
| Secure Asset Management, LLC | 0.09% | Reduce -15.8% | 9,123 | $539K |
| Cascade Financial Partners, LLC | 0.06% | Add +56.0% | 9,098 | $537K |
| Sankala Group LLC | 0.44% | Add +4.0% | 9,214 | $532K |
| Endowment Wealth Management, Inc. | 0.24% | Add +25.5% | 9,003 | $531K |
| Kiker Wealth Management, LLC | 0.25% | New | 8,927 | $527K |
| Massachusetts Wealth Management | 0.23% | New | 8,867 | $523K |
| Argentarii, LLC | 0.18% | Add +7.8% | 8,840 | $522K |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -5.7% | 8,822 | $521K |
| Wesbanco Bank Inc. | 0.01% | No change | 8,705 | $514K |
| Quantify Chaos Advisors, LLC | 1.59% | Add +174.3% | 8,660 | $511K |
| Everett Harris & Co. | 0.01% | Add +1.5% | 8,639 | $510K |
| Fortitude Family Office, LLC | 0.11% | New | 8,638 | $510K |
| Mgo One Seven LLC | 0.01% | Add +7.5% | 8,521 | $503K |
| Ellis Investment Partners, LLC | 0.09% | Add +9.3% | 8,457 | $499K |
| Willis Johnson & Associates, Inc. | 0.03% | Add +1.2% | 8,401 | $496K |
| Associated Banc-Corp | 0.01% | No change | 8,352 | $493K |
| Angeles Wealth Management, LLC | 0.03% | Add +28.6% | 8,327 | $492K |
| Matauro, LLC | 0.07% | Add +3.6% | 8,306 | $490K |
| Dudley Capital Management, LLC | 0.21% | Reduce -16.3% | 8,083 | $477K |
| Intellectus Partners, LLC | 0.10% | Add +4.9% | 8,075 | $477K |
| AdvisorNet Financial, Inc | 0.02% | Reduce -15.4% | 8,038 | $474K |
| Brown Advisory Inc. | 0.00% | No change | 8,000 | $472K |
| Brighton Jones LLC | 0.01% | New | 7,936 | $468K |
| Drucker Wealth 3.0, LLC | 0.08% | Add +57.3% | 7,923 | $468K |
| Guidance Point Advisors, LLC | 0.11% | Add +5.4% | 7,912 | $467K |
| CLG LLC | 0.12% | Add +0.8% | 7,911 | $467K |
| OneAscent Financial Services LLC | 0.03% | Reduce -40.9% | 7,893 | $466K |
| Split Rock Private Trading & Wealth Management, LLC | 0.36% | Reduce -7.4% | 7,831 | $462K |
| Virtu Financial LLC | 0.02% | New | 7,613 | $449K |
| Ausdal Financial Partners, Inc. | 0.02% | Add +38.2% | 7,563 | $446K |
| East Coast Asset Management, LLC. | 0.15% | No change | 7,550 | $446K |
| Westover Capital Advisors, LLC | 0.08% | No change | 7,535 | $445K |
| Rehmann Capital Advisory Group | 0.02% | Add +58.5% | 7,443 | $439K |
| Prime Capital Investment Advisors, LLC | 0.01% | New | 7,356 | $434K |
| Solstein Capital, LLC | 0.18% | Reduce -13.8% | 7,249 | $428K |
| Quantinno Capital Management LP | 0.00% | Reduce -22.9% | 7,102 | $419K |
| Thoroughbred Financial Services, LLC | 0.02% | No change | 7,070 | $417K |
| KMG Fiduciary Partners, LLC | 0.03% | Reduce -51.7% | 7,057 | $417K |
| Savvy Advisors, Inc. | 0.01% | New | 7,012 | $414K |
| Bogart Wealth, LLC | 0.02% | Add +2534.7% | 6,982 | $412K |
| Fairview Capital Investment Management, LLC | 0.02% | No change | 6,950 | $410K |
| Redhawk Wealth Advisors, Inc. | 0.04% | Add +0.5% | 6,877 | $406K |
| Centerpoint Advisors, LLC | 0.13% | Add +33.5% | 6,773 | $400K |
| Liberty Wealth Management LLC | 0.05% | New | 6,668 | $394K |
| Pine Valley Investments Ltd Liability Co | 0.02% | Add +26.4% | 6,642 | $392K |
| Summit Trail Advisors, LLC | 0.01% | Reduce -1.1% | 6,640 | $392K |
| Capital Investment Advisors, LLC | 0.01% | Reduce -43.0% | 6,605 | $390K |
| Beacon Capital Management, LLC | 0.07% | Add +12.5% | 6,602 | $390K |
| Harel Insurance Investments & Financial Services Ltd. | 0.00% | Add +44.5% | 6,369 | $376K |
| Independent Financial Group, LLC | 0.01% | New | 6,355 | $375K |
| Crown Wealth Group, LLC | 0.11% | New | 6,352 | $375K |
| Legacy Financial Advisors, Inc. | 0.05% | Add +5.0% | 6,276 | $370K |
| Allworth Financial LP | 0.00% | Add +12.5% | 6,256 | $369K |
| Prasad Wealth Partners, LLC | 0.10% | Add +56.5% | 6,254 | $369K |
| Moors & Cabot, Inc. | 0.02% | No change | 6,218 | $367K |
| Platform Technology Partners | 0.07% | Add +21.1% | 6,206 | $366K |
| Broadhurst Jeffrey B | 0.37% | No change | 6,183 | $365K |
| Bitterroot Capital Advisors LLC | 0.22% | No change | 6,170 | $364K |
| Founders Financial Securities LLC | 0.02% | Add +4.6% | 5,774 | $363K |
| Heritage Trust Co | 0.04% | New | 6,130 | $362K |
| Franklin Resources Inc. | 0.00% | No change | 6,116 | $361K |
| Basecamp Wealth Advisors LLC | 0.07% | Reduce -48.5% | 6,081 | $359K |
| Union Bancaire Privee, UBP SA | 0.01% | No change | 7,690 | $356K |
| SkyView Investment Advisors, LLC | 0.05% | No change | 6,000 | $354K |
| Wealth Effects LLC | 0.12% | Reduce -33.5% | 5,940 | $351K |
| CENTRAL TRUST Co | 0.01% | Add +0.5% | 5,922 | $350K |
| Asset Dedication, LLC | 0.02% | No change | 5,895 | $348K |
| Claro Advisors Inc. | 0.04% | Reduce -4.1% | 5,871 | $347K |
| Tradition Wealth Management, LLC | 0.02% | Reduce -41.8% | 5,815 | $343K |
| Strategic Wealth Partners, Ltd. | 0.02% | No change | 5,804 | $343K |
| Cape Investment Advisory, Inc. | 0.11% | No change | 5,795 | $342K |
| Vicus Capital | 0.03% | Reduce -28.5% | 5,777 | $341K |
| Tactive Advisors, LLC | 0.10% | New | 5,742 | $339K |
| Sandbox Financial Partners, LLC | 0.09% | Reduce -19.0% | 5,710 | $337K |
| Cardiff Park Advisors, LLC | 0.03% | Reduce -10.5% | 5,708 | $337K |
| Horizon Kinetics Asset Management LLC | 0.00% | No change | 5,681 | $335K |
| Wiser Wealth Management, Inc | 0.07% | New | 5,661 | $334K |
| United Capital Financial Advisors, LLC | 0.00% | Reduce -31.9% | 5,603 | $331K |
| AlphaCore Capital LLC | 0.01% | Add +26.8% | 5,595 | $330K |
| Chicago Partners Investment Group LLC | 0.01% | Reduce -9.9% | 4,799 | $330K |
| Headlands Technologies LLC | 0.04% | New | 5,573 | $329K |
| Caprock Group, LLC | 0.01% | Add +13.6% | 5,566 | $329K |
| Savant Capital, LLC | 0.00% | Add +2.0% | 5,548 | $327K |
| Sandy Cove Advisors, LLC | 0.10% | No change | 5,520 | $326K |
| Clarus Group, Inc. | 0.12% | No change | 5,500 | $325K |
| Robinswood Financial LLC | 0.10% | No change | 5,486 | $324K |
| Sage Mountain Advisors LLC | 0.02% | No change | 5,481 | $324K |
| Tocqueville Asset Management L.P. | 0.00% | No change | 5,450 | $322K |
| Stokes Family Office, LLC | 0.03% | Reduce -3.9% | 5,442 | $321K |
| Transcend Capital Advisors, LLC | 0.03% | Reduce -10.5% | 5,428 | $320K |
| Avestar Capital, LLC | 0.02% | Reduce -5.3% | 5,411 | $319K |
| NTV Asset Management LLC | 0.04% | Reduce -58.1% | 5,400 | $319K |
| Gryphon Financial Partners LLC | 0.03% | Add +4.8% | 5,380 | $318K |
| McAdam, LLC | 0.01% | Add +5.8% | 5,373 | $317K |
| Smartleaf Asset Management LLC | 0.01% | Reduce -5.8% | 5,470 | $317K |
| Truvestments Capital LLC | 0.06% | Reduce -13.6% | 5,316 | $314K |
| Vestor Capital, LLC | 0.02% | Reduce -38.1% | 5,297 | $313K |
| Sowell Financial Services LLC | 0.01% | Add +11.1% | 5,274 | $311K |
| Marble Wealth, LLC | 0.05% | Reduce -73.2% | 5,224 | $308K |
| AMG National Trust Bank | 0.01% | No change | 5,205 | $307K |
| Chicago Capital, LLC | 0.01% | Reduce -28.1% | 5,109 | $302K |
| Compass Capital Corp. /Ma/ | 0.11% | New | 4,335 | $301K |
| Shade Tree Advisors LLC | 0.22% | Add +51.9% | 5,100 | $301K |
| IVC Wealth Advisors LLC | 0.13% | No change | 5,057 | $299K |
| PFG Investments, LLC | 0.01% | New | 4,995 | $295K |
| BIP Wealth, LLC | 0.01% | Add +8.6% | 4,970 | $293K |
| Ritholtz Wealth Management | 0.01% | Add +5.7% | 4,946 | $292K |
| Smallwood Wealth Investment Management, LLC | 0.15% | Reduce -2.0% | 4,946 | $292K |
| Advyzon Investment Management, LLC | 0.03% | Reduce -3.7% | 4,937 | $291K |
| Leo Wealth, LLC | 0.02% | Add +65.3% | 4,929 | $291K |
| Insigneo Advisory Services, LLC | 0.02% | No change | 4,916 | $290K |
| Intentional Wealth Strategies, LLC | 0.27% | — | 4,908 | $290K |
| Appleton Partners Inc. | 0.02% | Add +7.4% | 4,869 | $287K |
| EdgeRock Capital LLC | 0.08% | Add +4.6% | 4,854 | $287K |
| Tectonic Advisors LLC | 0.02% | Add +0.9% | 4,846 | $286K |
| Wilmington Savings Fund Society, FSB | 0.01% | Add +7.4% | 4,831 | $285K |
| Rather & Kittrell, Inc. | 0.04% | Add +13.0% | 4,799 | $283K |
| Principia Wealth Advisory, LLC | 0.16% | Add +824.5% | 4,789 | $283K |
| Cooper Financial Group | 0.03% | New | 4,781 | $282K |
| Becker Capital Management Inc. | 0.01% | No change | 4,780 | $282K |
| SlateStone Wealth, LLC | 0.02% | No change | 4,768 | $281K |
| IFG Advisors, LLC | 0.05% | Add +4.5% | 4,728 | $279K |
| Schneider Downs Wealth Management Advisors, LP | 0.03% | No change | 4,712 | $278K |
| Pinnacle Financial Partners, Inc. | 0.00% | Add +48.2% | 4,705 | $278K |
| Cedarwood Wealth LLC | 0.28% | New | 4,686 | $277K |
| Syon Capital LLC | 0.01% | Reduce -89.9% | 4,671 | $276K |
| RPg Family Wealth Advisory, LLC | 0.06% | Add +0.2% | 4,669 | $276K |
| Spartan Wealth Advisory Services LLC | 0.02% | — | 4,664 | $275K |
| Stone House Investment Management, LLC | 0.05% | Add +65.8% | 4,663 | $275K |
| Magnolia Private Wealth, LLC | 0.18% | New | 4,617 | $273K |
| Wealth Management Nebraska | 0.03% | Add +30.8% | 4,585 | $271K |
| Simon Quick Advisors, LLC | 0.01% | No change | 4,579 | $270K |
| Scotia Capital Inc. | 0.00% | Reduce -23.4% | 4,545 | $268K |
| BridgePort Financial Solutions, LLC | 0.08% | Add +9.5% | 4,527 | $267K |
| Trek Financial, LLC | 0.01% | Reduce -0.7% | 4,504 | $266K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.01% | No change | 4,494 | $265K |
| Adamsbrown Wealth Consultants LLC | 0.07% | Reduce -2.5% | 4,473 | $264K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -20.9% | 4,362 | $257K |
| Shepherd Street Advisors LLC | 0.25% | Add +44.4% | 4,343 | $256K |
| Halbert Hargrove Global Advisors, LLC | 0.01% | No change | 4,337 | $256K |
| Avidian Wealth Enterprises, LLC | 0.01% | Reduce -22.2% | 4,331 | $256K |
| Curran Financial Partners, LLC | 0.05% | Add +1.5% | 4,303 | $254K |
| Advisory Alpha, LLC | 0.01% | New | 4,300 | $254K |
| Retirement Income Solutions, Inc. | 0.04% | Reduce -19.6% | 4,296 | $254K |
| Mill Creek Capital Advisors, LLC | 0.01% | New | 4,283 | $253K |
| Guardian Wealth Advisors, LLC / NC | 0.02% | No change | 4,282 | $253K |
| Markin Asset Management, LP | 0.28% | Add +1.4% | 4,275 | $252K |
| Sentinel Pension Advisors, LLC | 0.04% | Add +15.6% | 4,273 | $252K |
| Aspiring Ventures, LLC | 0.08% | New | 4,265 | $252K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.01% | Reduce -18.9% | 4,225 | $249K |
| Arkadios Wealth Advisors | 0.00% | Add +75.7% | 4,214 | $249K |
| Werba Rubin Papier Wealth Management | 0.03% | Reduce -44.2% | 4,194 | $248K |
| Avondale Wealth Management | 0.12% | New | 4,166 | $246K |
| Whittier Trust Co. | 0.00% | No change | 4,000 | $243K |
| HB Wealth Management, LLC | 0.00% | Add +18.3% | 4,100 | $242K |
| Stiles Financial Services Inc | 0.07% | No change | 4,034 | $238K |
| Triad Wealth Partners, LLC | 0.02% | Add +52.9% | 4,034 | $238K |
| Centaurus Financial, Inc. | 0.01% | No change | 4,025 | $238K |
| StoneX Group Inc. | 0.01% | Reduce -69.4% | 4,016 | $237K |
| HBK Sorce Advisory LLC | 0.00% | New | 3,393 | $237K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +34.7% | 4,001 | $236K |
| Heck Capital Advisors, LLC | 0.02% | Reduce -98.4% | 3,944 | $233K |
| Crane Advisory, LLC | 0.03% | Add +9.8% | 3,540 | $232K |
| Old Mission Investment Co LLC | 0.05% | Reduce -28.0% | 3,918 | $231K |
| Kastel Capital Advisors, LLC | 0.14% | No change | 3,015 | $230K |
| 6th Street Advisors, LLC | 0.14% | — | 3,889 | $230K |
| Group One Trading LLC | 0.01% | New | 3,880 | $229K |
| Clearwave Capital, LLC | 0.16% | Reduce -2.5% | 3,864 | $228K |
| Sunbelt Securities, Inc. | 0.01% | Reduce -31.6% | 3,861 | $228K |
| Oakworth Capital, Inc. | 0.01% | No change | 3,836 | $226K |
| Redwood Investment Management, LLC | 0.03% | Add +11.5% | 3,821 | $226K |
| NorthStar Asset Management LLC | 0.11% | No change | 3,720 | $220K |
| RMR Capital Management, LLC | 0.16% | No change | 3,709 | $219K |
| Global Financial Private Client, LLC | 0.07% | New | 3,702 | $219K |
| YHB Investment Advisors, Inc. | 0.02% | Add +3.4% | 3,697 | $218K |
| Financial Perspectives, Inc | 0.06% | No change | 3,637 | $215K |
| Thrivent Financial for Lutherans | 0.00% | Add +4.1% | 3,608 | $213K |
| Gerber, LLC | 0.12% | Add +0.7% | 3,606 | $213K |
| Visionary Wealth Advisors | 0.01% | Reduce -0.4% | 3,586 | $212K |
| Capstone Financial Advisors, Inc. | 0.01% | Add +20.3% | 3,572 | $211K |
| Modern Wealth Management, LLC | 0.00% | New | 3,537 | $210K |
| Sagespring Wealth Partners, LLC | 0.00% | Add +13.6% | 3,535 | $209K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.03% | Reduce -9.6% | 3,522 | $208K |
| AA Financial Advisors, LLC | 0.03% | New | 3,514 | $207K |
| Strait & Sound Wealth Management LLC | 0.08% | No change | 3,510 | $207K |
| Beacon Investment Advisory Services, Inc. | 0.01% | No change | 3,500 | $207K |
| Focus Partners Advisor Solutions, LLC | 0.00% | New | 3,482 | $205K |
| Arkfeld Wealth Strategies, L.L.C. | 0.06% | No change | 3,120 | $204K |
| Balance Wealth Partners LLC | 0.06% | New | 3,449 | $204K |
| Noble Wealth Management PBC | 0.10% | Add +65.2% | 3,445 | $203K |
| Clare Market Investments LLC | 0.04% | — | 3,400 | $201K |
| RS Crum Inc. | 0.04% | New | 3,400 | $201K |
| New Republic Capital, LLC | 0.07% | No change | 3,390 | $200K |
| KKM Financial LLC | 0.04% | No change | 2,625 | $200K |
| Atlantic Union Bankshares Corp | 0.00% | Add +1.4% | 3,085 | $182K |
| Bokf, NA | 0.00% | No change | 2,938 | $173K |
| BankPlus Trust Department | 0.05% | No change | 2,927 | $173K |
| Quest 10 Wealth Builders, Inc. | 0.14% | Reduce -5.7% | 2,744 | $162K |
| Brown, Lisle/Cummings, Inc. | 0.04% | Reduce -1.0% | 2,390 | $141K |
| CKW Financial Group | 0.01% | Add +956.9% | 2,135 | $127K |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 0.04% | Add +66.7% | 2,150 | $127K |
| United Financial Planning Group LLC | 0.07% | Reduce -3.8% | 1,995 | $118K |
| Strategic Investment Solutions, Inc. | 0.03% | Add +1.9% | 1,864 | $110K |
| UMB Bank, n.a. | 0.00% | No change | 1,857 | $110K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | No change | 1,780 | $108K |
| Arax Advisory Partners | 0.00% | Reduce -47.1% | 1,808 | $107K |
| Silicon Valley Capital Partners | 0.01% | Reduce -8.4% | 1,790 | $106K |
| Hilton Head Capital Partners, LLC | 0.06% | No change | 1,718 | $101K |
| Strategic Advocates LLC | 0.42% | Reduce -32.5% | 1,591 | $94K |
| Heritage Wealth Advisors | 0.00% | Add +91.1% | 1,586 | $94K |
| Connective Capital Management, LLC | 0.08% | Reduce -60.7% | 1,556 | $92K |
| Plante Moran Financial Advisors, LLC | 0.01% | No change | 1,497 | $88K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 1,483 | $88K |
| Lodestone Wealth Management LLC | 0.03% | Reduce -29.7% | 1,456 | $86K |
| Signaturefd, LLC | 0.00% | Add +0.7% | 1,445 | $85K |
| Investment Counsel Co. of Nevada | 0.17% | No change | 1,272 | $75K |
| Root Financial Partners, LLC | 0.00% | Reduce -37.9% | 1,254 | $74K |
| Atlantic Private Wealth, LLC | 0.05% | No change | 1,201 | $71K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.03% | Add +35.2% | 1,199 | $71K |
| Richard W. Paul & Associates, LLC | 0.02% | Add +125.0% | 1,199 | $71K |
| Basepoint Wealth LLC | 0.04% | Reduce -1.8% | 1,190 | $70K |
| National Bank of Canada | 0.00% | Add +42.3% | 1,090 | $64K |
| Capital Analysts, LLC | 0.00% | No change | 1,034 | $61K |
| Merkkuri Wealth Advisors LLC | 0.04% | New | 1,032 | $61K |
| Ascentis Independent Advisors | 0.00% | New | 1,002 | $59K |
| Royal Bank of Canada | 0.00% | Add +123.0% | 979 | $58K |
| POM Investment Strategies, LLC | 0.07% | Add +4331.8% | 975 | $58K |
| Teachers Insurance & Annuity Association of America | 0.07% | No change | 935 | $55K |
| Geneos Wealth Management Inc. | 0.00% | Add +2950.0% | 915 | $54K |
| Turim 21 Investimentos Ltda. | 0.01% | No change | 877 | $52K |
| Southern Michigan Bank & Trust | 0.02% | — | 817 | $48K |
| Fifth Third Bancorp | 0.00% | Add +676.2% | 815 | $48K |
| Aspect Partners, LLC | 0.02% | No change | 810 | $48K |
| Go Invest LLC | 0.01% | Add +19.5% | 797 | $47K |
| Asset Planning,Inc | 0.03% | No change | 750 | $44K |
| Canton Hathaway, LLC | 0.01% | Add +1.4% | 725 | $43K |
| Curio Wealth, LLC | 0.01% | Add +22.4% | 709 | $42K |
| Harbour Investments, Inc. | 0.00% | Add +331.4% | 686 | $40K |
| Golden State Wealth Management, LLC | 0.00% | Reduce -12.1% | 685 | $40K |
| Perkins Coie Trust Co | 0.01% | No change | 680 | $40K |
| Physician Wealth Advisors, Inc. | 0.01% | Add +4.0% | 672 | $40K |
| Hurley Capital, LLC | 0.02% | No change | 670 | $40K |
| Coston, McIsaac & Partners | 0.01% | Add +17.0% | 673 | $39K |
| Cranbrook Wealth Management, LLC | 0.01% | No change | 647 | $38K |
| Wealth Preservation Advisors, LLC | 0.03% | Reduce -16.0% | 637 | $38K |
| NFSG Corp | 0.01% | Add +8.2% | 620 | $37K |
| MCF Advisors LLC | 0.00% | Reduce -79.0% | 603 | $36K |
| Wilkerson Advisory Group LLC | 0.01% | No change | 593 | $35K |
| Sound Income Strategies, LLC | 0.00% | Add +35.8% | 535 | $32K |
| Game Plan Financial Advisors, LLC | 0.01% | New | 475 | $28K |
| Strategic Wealth Advisors LLC | 0.02% | No change | 430 | $25K |
| NBT Bank, N.A. | 0.00% | Reduce -65.2% | 409 | $24K |
| Financial Network Wealth Advisors LLC | 0.02% | No change | 401 | $24K |
| Avalon Trust Co | 0.00% | No change | 390 | $23K |
| Mather Group, Llc. | 0.00% | New | 328 | $19K |
| Financial Consulate, Inc. | 0.00% | No change | 322 | $19K |
| Cordant, Inc. | 0.01% | No change | 315 | $19K |
| Innovative Asset Advisors Group, LLC | 0.01% | — | 300 | $18K |
| Anfield Capital Management, LLC | 0.00% | No change | 300 | $18K |
| Country Trust Bank | 0.00% | Add +16.9% | 270 | $16K |
| North Ridge Wealth Advisors, Inc. | 0.01% | Reduce -78.7% | 260 | $15K |
| Birchbrook, Inc. | 0.01% | Add +48.5% | 245 | $14K |
| SJS Investment Consulting Inc. | 0.00% | No change | 240 | $14K |
| Investors Portfolio Services LLC | 0.01% | Reduce -2.6% | 220 | $13K |
| Meramec Financial Planners, LLC | 0.01% | New | 191 | $13K |
| Rockefeller Capital Management L.P. | 0.00% | New | 200 | $12K |
| HighMark Wealth Management LLC | 0.00% | Add +27.9% | 188 | $11K |
| Clearstead Trust, LLC | 0.00% | No change | 180 | $11K |
| Ankerstar Wealth, LLC | 0.01% | Reduce -31.2% | 170 | $10K |
| Kelleher Financial Advisors | 0.00% | New | 150 | $9K |
| SOA Wealth Advisors, LLC. | 0.00% | Reduce -2.1% | 142 | $8K |
| Salem Investment Counselors Inc. | 0.00% | New | 141 | $8K |
| Jones Financial Companies LLLP | 0.00% | New | 130 | $7K |
| Atwood & Palmer Inc. | 0.00% | No change | 125 | $7K |
| Comprehensive Financial Planning, Inc. | 0.01% | New | 125 | $7K |
| Sachetta, LLC | 0.00% | No change | 116 | $7K |
| Nova Wealth Management, Inc. | 0.00% | No change | 115 | $7K |
| Raleigh Capital Management Inc. | 0.00% | No change | 103 | $6K |
| Assetmark, Inc. | 0.00% | Add +14.3% | 96 | $6K |
| GHP Investment Advisors, Inc. | 0.00% | Add +1.2% | 83 | $5K |
| High Point Wealth Management, LLC | 0.00% | No change | 81 | $5K |
| Glassman Wealth Services | 0.00% | No change | 81 | $5K |
| CNB Bank | 0.00% | No change | 68 | $4K |
| Key Capital Management, INC | 0.00% | Add +7.1% | 60 | $4K |
| Pension & Wealth Management Advisors, Inc. | 0.00% | Reduce -44.9% | 59 | $4K |
| Lloyd Advisory Services, LLC. | 0.00% | New | 59 | $3K |
| Kingdom Financial Group LLC. | 0.00% | New | 59 | $3K |
| Financial Freedom, LLC | 0.00% | No change | 57 | $3K |
| Colonial Trust Advisors | 0.00% | New | 50 | $3K |
| Ares Financial Consulting, LLC | 0.00% | No change | 45 | $3K |
| Vision Financial Markets LLC | 0.00% | No change | 35 | $2K |
| Legacies Wealth LLC | 0.00% | No change | 33 | $2K |
| Chilton Capital Management LLC | 0.00% | No change | 33 | $2K |
| Rothschild Investment LLC | 0.00% | Reduce -99.0% | 29 | $2K |
| VSM Wealth Advisory, LLC | 0.00% | No change | 24 | $1K |
| FMR LLC | 0.00% | Reduce -47.8% | 24 | $1K |
| Archer Investment Corp | 0.00% | No change | 22 | $1K |
| Essential Investment Partners LLC | 0.00% | No change | 20 | $1K |
| DecisionPoint Financial, LLC | 0.00% | No change | 20 | $1K |
| JPL Wealth Management, LLC | 0.00% | New | 20 | $1K |
| JFS Wealth Advisors, LLC | 0.00% | New | 19 | $1K |
| GS Investments, Inc. | 0.00% | New | 18 | $1K |
| Atlas Capital Advisors Inc. | 0.00% | New | 18 | $1K |
| Bessemer Group Inc. | 0.00% | No change | 22 | $1K |
| Wolff Wiese Magana LLC | 0.00% | No change | 16 | $945 |
| Copia Wealth Management | 0.00% | No change | 16 | $944 |
| Clark Wealth Partners | 0.00% | No change | 15 | $886 |
| Networth Advisors, LLC | 0.00% | No change | 15 | $885 |
| CVA Family Office, LLC | 0.00% | New | 12 | $708 |
| Holos Integrated Wealth LLC | 0.00% | New | 10 | $601 |
| Mowery & Schoenfeld Wealth Management, LLC | 0.00% | New | 10 | $591 |
| Kilter Group LLC | 0.00% | No change | 10 | $591 |
| Fourth Dimension Wealth, LLC | 0.00% | No change | 10 | $590 |
| TD Capital Management LLC | 0.00% | No change | 10 | $590 |
| Signature Resources Capital Management, LLC | 0.00% | New | 9 | $531 |
| Your Advocates Ltd., LLP | 0.00% | No change | 6 | $354 |
| Aventura Private Wealth, LLC | 0.00% | No change | 5 | $295 |
| Hughes Financial Services, LLC | 0.00% | New | 5 | $295 |
| Frazier Financial Advisors, LLC | 0.00% | No change | 3 | $178 |
| Wells Fargo & Company | 0.00% | Reduce -98.3% | 1 | $62 |
| Hantz Financial Services, Inc. | 0.00% | Reduce -99.5% | 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.