Fidelity Wise Origin BitcoinFBTCETF

13F holders, Q2 2026 (June 30)
625holders −21
65new positions
79sold out
4famous investors
$51.18avg. 13F price*

At the end of Q2 2026, 625 institutions reported holding Fidelity Wise Origin Bitcoin (FBTC) in their 13F filings, down 21 from Q1 2026. 65 opened new positions and 79 sold out. The largest holders were Schonfeld Strategic Advisors LLC ($100.8M), Almitas Capital LLC ($69.7M) and Millennium Management ($68.9M). 4 famous investors held it, including Israel Englander (0.0% of Millennium Management's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).

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

History

Number of 13F holders

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 Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions65$54.9M
Exits79$70.9M

All 13F filers, Q1 2026 → Q2 2026: 4,745,623 shares bought and 6,567,375 shares sold, net −1,821,752 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 625 holders

Schonfeld Strategic Advisors LLC 0.54% Reduce -21.9% 1,974,767 $100.8M
Almitas Capital LLC 16.71% Reduce -11.2% 1,364,522 $69.7M
Millennium Management 0.05% Reduce -51.1% 1,349,522 $68.9M
Cantor Fitzgerald, L. P. 1.26% No change 1,280,931 $65.4M
Patient Capital Management, LLC 2.07% Add +244.1% 1,217,595 $62.2M
ParaFi Capital LP 20.42% No change 1,050,000 $53.6M
Morgan Stanley 0.00% Add +11.8% 953,772 $48.7M
Jane Street Group, LLC 0.03% Reduce -54.6% 886,736 $45.3M
Consolidated Portfolio Review Corp 3.55% No change 834,367 $42.6M
Pine Ridge Advisers LLC 2.63% No change 834,367 $42.6M
Envestnet Asset Management Inc. 0.01% Add +8.5% 661,034 $33.7M
Mariner, LLC 0.03% Add +1.4% 636,321 $32.5M
United Capital Management of KS, Inc. 3.64% Reduce -3.6% 543,285 $27.7M
EverSource Wealth Advisors, LLC 0.79% Add +1.4% 458,888 $23.4M
Beaumont Financial Advisors, LLC 1.47% Add +1.7% 453,008 $23.1M
Kaleidoscope Capital LP 8.14% Add +4.1% 431,682 $22.0M
Susquehanna International Group, LLP 0.02% Reduce -20.1% 421,773 $21.5M
HighTower Advisors, LLC 0.02% Add +9.2% 421,335 $21.5M
Cresset Asset Management, LLC 0.08% Reduce -16.3% 417,180 $21.3M
Means Investment Co., Inc. 1.60% Add +39.0% 415,000 $21.2M
Cetera Investment Advisers 0.02% Add +1.3% 412,507 $21.1M
Tidal Investments LLC 0.04% Reduce -40.0% 326,110 $16.6M
Legacy Wealth Asset Management, LLC 3.38% Reduce -0.3% 301,367 $15.4M
Citadel Advisors 0.01% New 298,386 $15.2M
BlackRock, Inc. 0.00% Reduce -1.9% 288,188 $14.7M
Syon Capital LLC 0.63% Add +5961.9% 283,149 $14.5M
Ovata Capital Management Ltd 1.02% Reduce -10.2% 265,558 $13.5M
Quadrature Capital Ltd 0.11% Add +809.6% 248,454 $12.7M
Compass Ion Advisors, LLC 1.07% Reduce -3.4% 242,288 $12.4M
WINTON GROUP Ltd 0.36% No change 218,078 $11.1M
Renaissance Technologies 0.02% Add +292.9% 216,500 $11.1M
Atlas Wealth Partners, LLC 12.07% Add +1.9% 216,461 $11.1M
Jump Financial, LLC 0.11% Add +674.0% 211,771 $10.8M
Kestra Advisory Services, LLC 0.03% Reduce -0.3% 192,511 $9.8M
Cambridge Investment Research Advisors, Inc. 0.02% Add +18.4% 192,363 $9.8M
Osaic Holdings, Inc. 0.01% Add +32.1% 181,794 $9.3M
Flow Traders U.S. LLC 0.38% New 181,320 $9.3M
Berman McAleer LLC 1.04% Add +11.5% 175,261 $8.9M
Citrine Capital LLC 3.17% Add +21.4% 167,780 $8.6M
Bayshore Capital Advisors, LLC 3.99% Add +306.8% 167,499 $8.6M
Great Point Wealth Advisors, LLC 1.37% Add +1.1% 166,142 $8.5M
Qube Research & Technologies Ltd 0.01% Add +490.4% 164,541 $8.4M
Commonwealth Equity Services, LLC 0.01% Reduce -13.0% 163,437 $8.3M
Parcion Private Wealth LLC 0.46% Add +8.7% 163,257 $8.3M
Arkos Global Advisors 0.95% Add +16.3% 156,831 $8.0M
Marex Group Ltd 0.06% Add +13.9% 156,056 $8.0M
Park Avenue Securities LLC 0.05% Add +25.0% 155,785 $8.0M
Creative Planning 0.00% Reduce -5.4% 152,248 $7.8M
Sanctuary Advisors, LLC 0.03% Add +19.8% 141,996 $7.2M
Kestra Private Wealth Services, LLC 0.07% Add +23.3% 123,587 $6.3M
Simplex Trading, LLC 0.16% Add +74.6% 123,438 $6.3M
Lido Advisors, LLC 0.02% Add +3.5% 122,633 $6.3M
Ieq Capital, LLC 0.03% Add +2.3% 118,895 $6.1M
Alamea Verwaltungs GmbH 4.80% No change 117,771 $6.0M
Courage Capital Management LLC 8.79% Reduce -32.2% 115,865 $5.9M
Aptus Capital Advisors, LLC 0.04% Add +14.4% 111,382 $5.7M
Wealth Quarterback LLC 1.74% Add +6.6% 110,423 $5.6M
Kingswood Wealth Advisors, LLC 0.23% Reduce -2.3% 109,405 $5.6M
Goldman Sachs Group Inc. 0.00% Reduce -75.2% 105,840 $5.4M
Libra Wealth LLC 1.38% Add +12.4% 105,375 $5.4M
SevenBridge Financial Group, LLC 0.77% Add +9.2% 93,147 $5.3M
Allegheny Financial Group 0.56% Reduce -0.1% 102,569 $5.2M
MML Investors Services, LLC 0.01% Reduce -4.9% 101,869 $5.2M
Fiduciary Trust Co 0.06% Add +6.3% 101,644 $5.2M
Concurrent Investment Advisors, LLC 0.04% Add +27.5% 99,662 $5.1M
Sepio Capital, LP 0.25% Add +117.0% 95,806 $4.9M
Focus Partners Wealth 0.01% Reduce -3.0% 94,985 $4.8M
Beaird Harris Wealth Management, LLC 0.29% Add +35.9% 90,014 $4.6M
Childress Capital Advisors, LLC 0.75% Add +164.4% 89,506 $4.6M
Avaii Wealth Management, LLC 1.34% Reduce -24.5% 89,149 $4.6M
EP Wealth Advisors, LLC 0.02% Add +72.3% 88,593 $4.5M
Corient Private Wealth LP 0.01% Reduce -7.1% 86,368 $4.4M
SKY-Mountain Capital Management, Inc. 3.12% Add +1.1% 85,233 $4.4M
Foundations Investment Advisors, LLC 0.04% Add +2.0% 83,023 $4.2M
Wealth Enhancement Advisory Services, LLC 0.01% Reduce -7.8% 74,804 $4.2M
Mutual Advisors, LLC 0.08% Add +3.1% 80,383 $4.1M
HRT Financial LP 0.01% New 80,013 $4.1M
Savant Capital, LLC 0.01% Add +1194.6% 71,825 $4.0M
Northwestern Mutual Wealth Management Co. 0.00% Add +1.8% 72,984 $3.7M
Meitav Investment House Ltd. 0.02% Add +32.3% 71,677 $3.7M
Mad River Investors 1.34% Add +0.0% 70,369 $3.6M
Evexia Wealth LLC 0.95% Add +12.3% 63,434 $3.5M
DecisionMap Wealth Management, LLC 1.87% Add +7.4% 65,390 $3.3M
PYA Waltman Capital, LLC 0.79% Reduce -0.5% 64,923 $3.3M
First Trust Advisors LP 0.00% Reduce -15.9% 64,721 $3.3M
Am Investment Strategies LLC 0.63% Reduce -1.5% 64,380 $3.3M
Sfmg, LLC 0.20% Add +11.1% 63,247 $3.2M
Spire Wealth Management 0.10% Add +15.0% 62,903 $3.2M
Wealthspire Advisors, LLC 0.02% New 62,642 $3.2M
Milestone Asset Management Group, LLC 1.61% Add +1.7% 62,545 $3.2M
Vista Investment Partners Ii, LLC 1.24% Add +11.6% 61,819 $3.2M
Farther Finance Advisors, LLC 0.02% Add +7.1% 61,541 $3.1M
Element Pointe Advisors, LLC 0.49% Add +5.1% 60,029 $3.1M
Smart Money Group LLC 0.78% Reduce -0.4% 59,633 $3.0M
Cambridge Advisors Inc. 0.52% Add +1.6% 59,471 $3.0M
PTM Wealth Management, LLC 1.37% Add +7.5% 54,323 $3.0M
Brookstone Capital Management 0.03% Add +6.3% 58,955 $3.0M
Farringdon Capital, Ltd. 1.49% Add +15.8% 58,767 $3.0M
Avenir Tech Ltd 0.49% No change 58,616 $3.0M
Advisory Services Network, LLC 0.03% Reduce -9.1% 54,812 $2.8M
US Bancorp \de 0.00% Add +212.9% 54,457 $2.8M
KDK Private Wealth Management, LLC 2.29% Add +1.9% 54,002 $2.8M
NewEdge Advisors, LLC 0.01% Reduce -31.9% 53,790 $2.7M
First Heartland Consultants, Inc. 0.17% Add +0.6% 52,945 $2.7M
Perigon Wealth Management, LLC 0.04% Add +322.3% 52,099 $2.7M
LFG Wealth Partners, LLC 1.24% Add +17.6% 51,869 $2.6M
Kingsview Wealth Management, LLC 0.03% Reduce -5.9% 50,194 $2.6M
Abundance Wealth Counselors 0.17% Add +101.0% 49,996 $2.6M
Nwam LLC 0.13% Reduce -2.7% 49,145 $2.5M
IPG Investment Advisors LLC 0.36% Add +38.9% 48,962 $2.5M
Promethium Advisors,llc 1.19% New 48,532 $2.5M
Haven Private, LLC 0.90% Add +4.9% 46,555 $2.4M
Traynor Capital Management, Inc. 0.11% Reduce -52.0% 45,867 $2.3M
Mission Wealth Management, LP 0.03% Add +144.5% 45,710 $2.3M
MAI Capital Management 0.01% Add +165.7% 45,679 $2.3M
Arbor Capital Management Inc. 2.29% Reduce -17.4% 43,715 $2.3M
Virtu Financial LLC 0.07% Add +497.0% 45,452 $2.3M
Beam Wealth Advisors, Inc. 0.50% Add +2.5% 44,310 $2.3M
Fiduciary Alliance LLC 0.15% Add +2.6% 43,631 $2.2M
SCS Capital Management LLC 0.02% Add +8.3% 43,492 $2.2M
NorthCoast Asset Management LLC 0.05% Reduce -0.1% 43,154 $2.2M
Van Hulzen Asset Management, LLC 0.16% Reduce -83.2% 43,043 $2.2M
Pasadena Private Wealth, LLC 0.27% Reduce -6.7% 41,493 $2.1M
LPL Financial LLC 0.00% Add +44.3% 41,405 $2.1M
Panoramic Investment Advisors, LLC 1.00% Add +0.1% 40,882 $2.1M
Spectrum Strategic Capital Management, LLC 1.03% Add +29.1% 40,810 $2.1M
QTR Family Wealth, LLC 0.71% Reduce -7.5% 40,017 $2.0M
Cambient Family Office, LLC 0.25% Reduce -21.9% 39,742 $2.0M
Global Retirement Partners, LLC 0.03% — 39,686 $2.0M
Joel Isaacson & Co., LLC 0.06% Add +4.1% 39,244 $2.0M
Cerity Partners LLC 0.00% Add +5.1% 39,142 $2.0M
Valeo Financial Advisors, LLC 0.04% Reduce -8.4% 38,852 $2.0M
Captrust Financial Advisors 0.00% Add +6.9% 38,310 $2.0M
Mercer Global Advisors Inc. 0.00% Add +17.3% 38,191 $1.9M
Sivia Capital Partners, LLC 0.22% New 35,752 $1.8M
Bank of New York Mellon Corp 0.00% Add +13.8% 35,513 $1.8M
Savvy Advisors, Inc. 0.04% Add +399.2% 35,003 $1.8M
Claar Advisors LLC 0.58% Reduce -85.2% 35,000 $1.8M
LaSalle St. Investment Advisors, LLC 0.22% Reduce -22.7% 34,952 $1.8M
Blue Trust, Inc. 0.02% Add +0.1% 34,904 $1.8M
Brown Brothers Harriman & Co. 0.01% Add +29.5% 34,221 $1.7M
Garde Capital, Inc. 0.08% Add +217.8% 34,083 $1.7M
Strategies Wealth Advisors, LLC 0.16% Add +10.6% 33,962 $1.7M
Keel Point, LLC 0.10% Add +0.5% 33,428 $1.7M
CRA Financial Services, LLC 0.20% Add +7.0% 33,327 $1.7M
Wealthcare Advisory Partners LLC 0.03% Reduce -0.9% 33,084 $1.7M
Signal Advisors Wealth, LLC 0.09% Add +37.5% 32,084 $1.6M
Innovative Advisory Group, LLC 1.25% Reduce -10.8% 32,035 $1.6M
Fidelis Capital Partners, LLC 0.09% Add +19.6% 31,753 $1.6M
Wellspring Financial Advisors, LLC 0.10% No change 30,956 $1.6M
Modus Advisors, LLC 0.39% Reduce -13.1% 30,690 $1.6M
Arax Advisory Partners 0.01% Add +1595.1% 30,647 $1.6M
SMART Wealth LLC 0.34% Reduce -18.4% 30,610 $1.6M
Johnson Investment Counsel Inc. 0.01% Add +6.7% 30,533 $1.6M
Abound Wealth Management 0.31% Add +4.0% 30,221 $1.5M
Walser Wealth Management Company, A Ltd Liability Co 0.63% Reduce -7.2% 29,878 $1.5M
Firestone Capital Management 0.28% Add +0.4% 29,780 $1.5M
Guild Investment Management, Inc. 1.03% Reduce -2.5% 29,587 $1.5M
Beacon Pointe Advisors, LLC 0.01% Add +12.8% 29,525 $1.5M
Arete Wealth Advisors, LLC 0.10% Add +21.2% 29,323 $1.5M
Waverly Advisors, LLC 0.01% Add +9.3% 29,274 $1.5M
180 Wealth Advisors, LLC 0.15% Reduce -7.8% 29,198 $1.5M
WealthPlan Investment Management, LLC 0.07% Reduce -0.3% 29,141 $1.5M
Pathstone Holdings, LLC 0.00% Reduce -51.1% 28,531 $1.5M
Walleye Trading LLC 0.02% Reduce -14.0% 28,469 $1.5M
Precision Wealth Strategies, LLC 0.44% Add +34.7% 28,456 $1.5M
AE Wealth Management LLC 0.01% Add +20.6% 28,184 $1.4M
Alchemi Wealth, LLC 0.67% Add +22.2% 28,144 $1.4M
Financial Designs Corp 0.77% Reduce -6.9% 28,136 $1.4M
Madison Park Capital Advisors, LLC 1.02% Reduce -68.9% 6,744 $1.4M
High Note Wealth, LLC 0.24% New 27,801 $1.4M
Moneta Group Investment Advisors LLC 0.01% Add +22.4% 27,474 $1.4M
Steward Partners Investment Advisory, LLC 0.01% Add +22.9% 27,420 $1.4M
Fort Point Capital Partners LLC 0.15% New 27,393 $1.4M
Vista Finance, LLC 0.78% Reduce -2.5% 27,288 $1.4M
Permian Investment Partners, LP 0.16% No change 27,000 $1.4M
Pallas Capital Advisors LLC 0.04% Add +30.1% 26,993 $1.4M
Integrated Wealth Concepts LLC 0.01% Reduce -6.9% 26,818 $1.4M
COFG Advisors, LLC 0.23% Reduce -29.0% 26,274 $1.3M
Peloton Wealth Strategists 0.51% Add +6.4% 26,153 $1.3M
Bank of America Corp. 0.00% Reduce -10.4% 25,977 $1.3M
Betterment LLC 0.00% Add +19.9% 25,811 $1.3M
Stansberry Asset Management, LLC 0.13% Add +4.4% 25,619 $1.3M
World Investment Advisors 0.02% Reduce -2.2% 21,653 $1.3M
Merit Financial Group, LLC 0.01% Reduce -2.7% 24,759 $1.3M
Atria Investments, Inc 0.01% Add +47.1% 24,542 $1.3M
Wedmont Private Capital 0.03% Add +102.2% 22,064 $1.2M
Clearstead Advisors, LLC 0.01% Reduce -2.3% 23,996 $1.2M
GK Wealth Management LLC 0.74% New 23,957 $1.2M
Bearing Point Capital, LLC 0.16% Reduce -23.9% 23,756 $1.2M
NewEdge Wealth, LLC 0.01% Add +2.2% 23,448 $1.2M
Objective Capital Management, LLC 1.06% No change 23,436 $1.2M
JT Stratford LLC 0.13% New 23,428 $1.2M
Cane Capital Partners, LLC 0.48% Reduce -12.8% 23,340 $1.2M
Venture Visionary Partners LLC 0.03% New 22,800 $1.2M
Maripau Wealth Management LLC 0.41% Add +139.7% 22,609 $1.2M
Highland Financial Advisors, LLC 0.25% Add +7.6% 22,085 $1.1M
Tru Independence Asset Management 2, LLC 0.61% No change 22,010 $1.1M
SkyOak Wealth, LLC 0.18% New 21,944 $1.1M
Camelot Portfolios, LLC 0.78% Reduce -0.0% 21,402 $1.1M
Principle Wealth Partners LLC 0.05% Reduce -16.5% 21,166 $1.1M
Mills Wealth Advisors LLC 0.34% Add +11.9% 21,033 $1.1M
Financial Management Professionals, Inc. 0.10% No change 20,798 $1.1M
Bryn Mawr Trust Advisors, LLC 0.05% Add +5.7% 20,785 $1.1M
Sankala Group LLC 0.71% Add +103.6% 18,763 $1.1M
Wealth Alliance, LLC 0.09% Add +1.0% 20,292 $1.0M
Raymond James Financial Inc. 0.00% Reduce -5.1% 20,181 $1.0M
Bleakley Financial Group, LLC 0.01% Add +3.7% 19,826 $1.0M
Vise Technologies, Inc. 0.01% Add +15.8% 19,742 $1.0M
Hubbell Strickland Wealth Management, LLC 0.36% Reduce -1.7% 19,737 $1.0M
Financial Partners Group, Inc 0.10% Reduce -21.4% 19,664 $1.0M
LifeGoal Investments, LLC 0.45% No change 19,381 $989K
Aries Wealth Management 0.19% Reduce -0.3% 19,096 $975K
Silverlake Wealth Management LLC 0.18% Reduce -3.1% 18,640 $952K
Sovran Advisors, LLC 0.07% Add +28.1% 16,921 $940K
GAMCO Investors 0.01% Add +3.4% 18,100 $924K
Parallel Advisors, LLC 0.01% Reduce -4.8% 17,679 $903K
Benchmark Financial Wealth Advisors, LLC 0.22% Reduce -11.5% 17,406 $889K
Soltis Investment Advisors LLC 0.05% Reduce -6.0% 17,167 $876K
Stratos Wealth Partners, LTD. 0.01% New 17,121 $874K
JSF Financial, LLC 0.14% Add +49.9% 17,059 $871K
Osbon Capital Management LLC 0.68% Add +0.1% 16,921 $864K
MTM Investment Management, LLC 0.24% Reduce -10.6% 16,741 $855K
Revisor Wealth Management LLC 0.21% Add +9.1% 16,723 $854K
Bank of Montreal 0.00% Reduce -17.1% 16,719 $854K
Condor Capital Management 0.06% Add +8.2% 16,571 $846K
Mustard Seed Financial, LLC 0.44% Add +0.0% 16,497 $842K
Bedel Financial Consulting, Inc. 0.08% Add +1.2% 16,368 $836K
Proficio Capital Partners LLC 0.03% Reduce -7.0% 16,075 $821K
Clark Wealth Partners 0.46% Add +106606.7% 16,006 $817K
Timber Creek Capital Management LLC 0.16% Add +38.4% 15,737 $803K
Strive Financial Group ,LLC 0.35% New 15,641 $798K
Essex Financial Services, Inc. 0.04% Reduce -7.1% 15,602 $797K
Stratos Wealth Advisors, LLC 0.04% Reduce -0.5% 15,596 $796K
Cim, LLC 0.10% Add +2.2% 15,480 $790K
Relyea Zuckerberg Hanson LLC 0.06% Add +6.2% 15,245 $778K
Waldron Private Wealth LLC 0.03% Add +12.8% 15,080 $770K
WESCAP Management Group, Inc. 0.14% No change 14,901 $761K
Great Valley Advisor Group, Inc. 0.01% Reduce -2.7% 14,883 $759K
CFO4Life Group, LLC 0.10% Add +51.8% 14,861 $759K
Robertson Stephens Wealth Management, LLC 0.02% Add +3.5% 14,803 $756K
Marietta Wealth Management, LLC 0.08% No change 14,470 $739K
Strata Wealth Advisors, LLC 0.18% No change 14,373 $734K
KFG Wealth Management, LLC 0.08% Add +40.8% 14,372 $734K
National Wealth Management Group, LLC 0.23% Reduce -13.1% 14,286 $729K
Ancora Advisors LLC 0.01% Reduce -28.9% 14,145 $722K
Five Pine Wealth Management 0.40% Add +15.9% 13,984 $714K
Commerce Bank 0.00% Add +14.7% 13,959 $713K
Upper Left Wealth Management, LLC 0.39% Add +5.3% 13,774 $703K
Sunesis Advisors, LLC 0.29% No change 13,761 $702K
Vestor Capital, LLC 0.04% Reduce -4.7% 5,050 $690K
Falcon Wealth Planning 0.04% Add +3.9% 13,502 $689K
Diversify Advisory Services, LLC 0.01% New 12,194 $689K
Diversify Wealth Management, LLC 0.01% Reduce -94.6% 12,194 $689K
Meridian Wealth Management, LLC 0.02% Reduce -28.5% 13,449 $687K
Larson Financial Group LLC 0.02% Add +9.3% 13,300 $679K
Citizens National Bank Trust Department 0.10% No change 13,055 $666K
Bogart Wealth, LLC 0.02% Add +83.9% 12,839 $655K
Angeles Wealth Management, LLC 0.03% Add +54.0% 12,827 $655K
Eagle Global Advisors LLC 0.02% No change 12,800 $653K
Whitaker-Myers Wealth Managers, LTD. 0.11% Add +22.0% 12,732 $650K
Eagle Strategies LLC 0.06% Add +22.8% 12,699 $648K
Curi Capital, LLC 0.01% Reduce -8.8% 12,662 $646K
Bauman Advisory Group, LLC 0.34% Add +2.8% 12,632 $645K
Rochester Wealth Strategies, LLC 0.36% Add +27.2% 12,616 $644K
Pure Financial Advisors, LLC 0.01% Add +16.9% 12,606 $644K
Wiser Wealth Management, Inc 0.12% Add +122.2% 12,580 $642K
TCW Group Inc. 0.00% No change 12,553 $641K
Daymark Wealth Partners, LLC 0.02% Reduce -3.1% 12,497 $638K
Headlands Technologies LLC 0.07% Add +123.9% 12,480 $637K
Estate Planners Group, LLC 0.29% Add +31.2% 12,437 $635K
Synergy Financial Group, LTD 0.45% No change 12,357 $631K
Clear Creek Financial Management, LLC 0.04% Add +2.2% 12,173 $621K
Investment Advisory Services Group LLC 0.45% Add +11.1% 12,034 $614K
Perryman Financial Advisory Inc. 0.08% Add +1.9% 11,887 $607K
Sequoia Financial Advisors, LLC 0.00% Reduce -14.5% 11,789 $602K
Sound Portfolio Advisors, LLC 0.43% Add +28.7% 11,760 $600K
Lansing Street Advisors 0.13% Reduce -72.0% 11,627 $594K
Canvas Wealth Advisors, LLC 0.08% Reduce -7.2% 11,613 $593K
Meridian Wealth Advisors, LLC 0.07% Add +15.0% 11,500 $587K
Drive Wealth Management, LLC 0.10% Add +7.9% 11,457 $585K
Forum Financial Management, LP 0.01% No change 11,300 $577K
Warren Street Wealth Advisors, LLC 0.13% No change 11,264 $575K
GWN Securities Inc. 0.10% Reduce -11.3% 11,132 $568K
Wealth Group Ltd 0.11% Add +12.7% 11,090 $566K
Ethos Financial Group, LLC 0.04% Reduce -19.8% 10,195 $564K
Axq Capital, LP 0.06% New 10,894 $556K
GC Wealth Management RIA, LLC 0.03% Reduce -54.3% 10,891 $556K
Cadia Private Client LLC 0.39% Add +15.1% 10,776 $550K
Endowment Wealth Management, Inc. 0.21% Add +18.9% 10,706 $547K
Financial Management Network Inc. 0.08% Reduce -0.4% 9,747 $544K
Basecamp Wealth Advisors LLC 0.10% Add +73.7% 10,565 $539K
Earned Wealth Advisors, LLC 0.03% Reduce -7.7% 10,556 $539K
Kapstone Financial Advisors LLC 0.22% Reduce -10.6% 10,505 $536K
Verus Financial Partners, Inc. 0.05% No change 10,447 $533K
Parkside Financial Bank & Trust 0.04% No change 10,367 $529K
Instrumental Wealth, LLC 0.27% Add +1.0% 10,345 $528K
Spartan Wealth Advisory Services LLC 0.04% Add +121.3% 10,323 $527K
Sweeney & Michel, LLC 0.14% Reduce -7.5% 9,280 $525K
Secure Asset Management, LLC 0.07% Add +10.5% 10,084 $515K
M. Kulyk & Associates, LLC 0.08% No change 9,983 $510K
Regatta Capital Group, LLC 0.07% Add +3.9% 9,914 $506K
Samalin Investment Counsel, LLC 0.16% Add +1.2% 9,874 $504K
Crestwood Advisors Group, LLC 0.01% Add +5.3% 9,874 $504K
Roman Butler Fullerton & Co. 0.12% Add +5.0% 9,291 $503K
Clientfirst Wealth Management, LLC 0.41% No change 9,793 $500K
Equitable Trust Co. 0.02% No change 9,763 $498K
Wealth Dimensions Group, Ltd. 0.09% No change 9,664 $493K
OneDigital Investment Advisors LLC 0.00% Add +9.5% 9,657 $493K
Quantinno Capital Management LP 0.00% Add +35.6% 9,633 $492K
Rahlfs Capital, LLC 0.36% Reduce -6.8% 9,550 $488K
Lanark Financial, Inc. 0.03% Add +4.3% 9,513 $486K
Activest Wealth Management 0.09% Reduce -66.0% 9,451 $482K
Prosperity Planning, Inc. 0.15% Add +0.3% 9,330 $476K
Wesbanco Bank Inc. 0.01% Add +5.5% 9,185 $469K
Delta Investment Management, LLC 0.08% Reduce -23.8% 9,079 $463K
Fairview Capital Investment Management, LLC 0.02% Add +29.0% 8,965 $458K
Mgo One Seven LLC 0.01% Add +5.0% 8,949 $457K
Tectonic Advisors LLC 0.02% Add +84.6% 8,944 $457K
Fiduciary Financial Advisors 0.05% New 8,973 $456K
Kiker Wealth Management, LLC 0.18% No change 8,927 $456K
Split Rock Private Trading & Wealth Management, LLC 0.31% Add +13.1% 8,854 $452K
OneAscent Financial Services LLC 0.02% Add +12.1% 8,844 $451K
Two Sigma Securities, LLC 0.04% New 8,781 $448K
Massachusetts Wealth Management 0.17% Reduce -1.1% 8,767 $448K
Checchi Capital Advisers, LLC 0.03% New 8,760 $447K
Quantify Chaos Advisors, LLC 1.26% Add +1.1% 8,756 $447K
Everett Harris & Co. 0.01% Add +0.8% 8,709 $445K
Belpointe Asset Management LLC 0.01% Reduce -45.9% 8,451 $431K
Intellectus Partners, LLC 0.07% Add +4.5% 8,436 $431K
IFP Advisors, Inc 0.01% Reduce -31.4% 8,428 $430K
Platform Technology Partners 0.07% Add +35.5% 8,408 $429K
Associated Banc-Corp 0.01% No change 8,352 $426K
Basso Capital Management, L.P. 0.10% Reduce -23.0% 8,350 $426K
Alpha Financial Partners LLC 0.22% New 8,246 $421K
Weil Company, Inc. 0.07% Reduce -48.7% 8,140 $416K
Matauro, LLC 0.05% Reduce -2.1% 8,134 $415K
Anson Capital, Inc. 0.27% Reduce -14.1% 8,093 $413K
Dudley Capital Management, LLC 0.17% Reduce -0.6% 8,033 $410K
Brown Advisory Inc. 0.00% No change 8,000 $408K
SkyView Investment Advisors, LLC 0.32% Add +33.3% 8,000 $408K
Wilmington Savings Fund Society, FSB 0.01% Add +65.4% 7,991 $408K
AdvisorNet Financial, Inc 0.02% Reduce -0.8% 7,978 $407K
Ausdal Financial Partners, Inc. 0.02% Add +4.6% 7,910 $404K
Liberty Wealth Management LLC 0.05% No change 6,668 $394K
Ellis Investment Partners, LLC 0.06% Reduce -9.7% 7,635 $390K
East Coast Asset Management, LLC. 0.11% No change 7,550 $385K
Broussard Financial Group LLC 0.30% New 7,460 $381K
Choreo, LLC 0.00% Reduce -70.2% 7,419 $379K
Guidance Point Advisors, LLC 0.08% Reduce -7.3% 7,336 $375K
Corps Capital Advisors, LLC 0.30% Reduce -54.8% 7,322 $374K
Solstein Capital, LLC 0.13% No change 7,249 $370K
Pine Valley Investments Ltd Liability Co 0.02% Add +8.5% 7,207 $368K
KMG Fiduciary Partners, LLC 0.03% Add +0.3% 7,077 $361K
Belvedere Trading LLC 0.03% New 7,030 $359K
J.W. Cole Advisors, Inc. 0.01% New 6,933 $354K
Thoroughbred Financial Services, LLC 0.02% Reduce -2.5% 6,896 $352K
Shade Tree Advisors LLC 0.20% Add +35.2% 6,894 $352K
Centerpoint Advisors, LLC 0.10% Add +0.1% 6,778 $346K
Westover Capital Advisors, LLC 0.06% Reduce -10.6% 6,735 $344K
Capital Investment Advisors, LLC 0.00% No change 6,605 $337K
Bridgewater Advisors Inc. 0.02% New 6,038 $336K
Brighton Jones LLC 0.01% Reduce -17.4% 6,556 $335K
SteelPeak Wealth, LLC 0.01% Reduce -71.1% 6,511 $332K
Elevation Point Wealth Partners, LLC 0.01% New 6,483 $331K
Legacy Financial Advisors, Inc. 0.04% Add +2.8% 6,449 $329K
PNC Financial Services Group, Inc. 0.00% Add +47.4% 6,429 $328K
StoryOne LLC 0.15% Add +0.0% 6,412 $327K
Union Bancaire Privee, UBP SA 0.00% No change 7,690 $326K
Crown Wealth Group, LLC 0.08% No change 6,352 $324K
Harel Insurance Investments & Financial Services Ltd. 0.00% Reduce -0.7% 6,325 $323K
Prasad Wealth Partners, LLC 0.08% No change 6,254 $319K
Moors & Cabot, Inc. 0.01% Add +0.3% 6,240 $319K
Tradition Wealth Management, LLC 0.02% Add +6.5% 6,194 $316K
Bitterroot Capital Advisors LLC 0.19% No change 6,170 $315K
Franklin Resources Inc. 0.00% Add +0.7% 6,156 $314K
Independent Financial Group, LLC 0.01% Reduce -3.1% 6,155 $314K
Heritage Trust Co 0.03% No change 6,130 $313K
Drucker Wealth 3.0, LLC 0.05% Reduce -24.2% 6,009 $307K
Wealth Effects LLC 0.08% Add +1.1% 6,005 $307K
Sowell Financial Services LLC 0.01% Add +13.1% 5,966 $305K
CENTRAL TRUST Co 0.01% No change 5,922 $302K
Asset Dedication, LLC 0.02% No change 5,895 $301K
Werba Rubin Papier Wealth Management 0.04% Add +40.1% 5,878 $300K
Worth Asset Management, LLC 0.10% New 5,829 $298K
Strategic Wealth Partners, Ltd. 0.02% No change 5,804 $296K
Cape Investment Advisory, Inc. 0.08% No change 5,795 $296K
Stokes Family Office, LLC 0.03% Add +6.3% 5,784 $295K
Redhawk Wealth Advisors, Inc. 0.03% Reduce -15.9% 5,780 $295K
Founders Financial Securities LLC 0.02% No change 5,774 $295K
Avior Wealth Management, LLC 0.01% Reduce -82.0% 5,743 $293K
Beacon Capital Management, LLC 0.04% Reduce -13.2% 5,729 $292K
CLG LLC 0.06% Reduce -27.6% 5,726 $292K
Horizon Kinetics Asset Management LLC 0.00% No change 5,681 $290K
CMG Global Holdings, LLC 0.12% Reduce -81.2% 5,633 $288K
Smartleaf Asset Management LLC 0.01% No change 5,470 $287K
Ritholtz Wealth Management 0.00% Add +13.0% 5,590 $285K
Sandy Cove Advisors, LLC 0.07% No change 5,520 $282K
Moneco Advisors, LLC 0.02% New 5,518 $282K
Dorsey & Whitney Trust CO LLC 0.01% New 5,502 $281K
Clarus Group, Inc. 0.10% No change 5,500 $281K
Cooper Financial Group 0.02% Add +15.0% 5,497 $281K
Sage Mountain Advisors LLC 0.02% No change 5,481 $280K
Vicus Capital 0.02% Reduce -5.2% 5,476 $280K
Vestia Personal Wealth Advisors 0.11% New 5,464 $279K
Tocqueville Asset Management L.P. 0.00% No change 5,450 $278K
Wealth Management Nebraska 0.02% Add +18.8% 5,445 $278K
Transcend Capital Advisors, LLC 0.02% No change 5,428 $277K
Rehmann Capital Advisory Group 0.01% Reduce -27.2% 5,419 $277K
Allied Private Wealth LLC 0.18% — 5,075 $275K
Gryphon Financial Partners LLC 0.02% No change 5,380 $275K
PFG Investments, LLC 0.01% Add +7.6% 5,374 $274K
Appleton Partners Inc. 0.02% Add +10.1% 5,361 $274K
United Capital Financial Advisors, LLC 0.00% Reduce -4.3% 5,361 $273K
HB Wealth Management, LLC 0.00% Add +30.5% 5,350 $273K
Truvestments Capital LLC 0.04% No change 5,316 $271K
Compass Capital Corp. /Ma/ 0.09% Add +11.9% 4,852 $269K
Prime Capital Investment Advisors, LLC 0.00% Reduce -28.4% 5,268 $269K
Avestar Capital, LLC 0.02% Reduce -3.2% 5,236 $267K
Claro Advisors Inc. 0.03% Reduce -11.3% 5,208 $266K
AMG National Trust Bank 0.01% No change 5,205 $266K
Marble Wealth, LLC 0.04% Reduce -1.0% 5,172 $264K
Sentinel Pension Advisors, LLC 0.03% Add +9.4% 4,674 $261K
Summit Financial, LLC 0.00% Reduce -81.4% 5,080 $259K
Trek Financial, LLC 0.01% Add +12.7% 5,074 $259K
IVC Wealth Advisors LLC 0.10% No change 5,057 $258K
Adamsbrown Wealth Consultants LLC 0.05% Add +12.7% 5,042 $257K
McAdam, LLC 0.01% Reduce -6.3% 5,032 $257K
GRIMES & Co WEALTH MANAGEMENT, LLC 0.01% Add +11.6% 5,015 $256K
Becker Capital Management Inc. 0.01% Add +4.8% 5,010 $256K
Intentional Wealth Strategies, LLC 0.24% Add +2.1% 5,009 $256K
AlphaCore Capital LLC 0.00% Reduce -10.6% 5,002 $255K
Chicago Capital, LLC 0.01% Reduce -2.3% 4,990 $255K
Guardian Wealth Advisors, LLC / NC 0.01% Add +16.5% 4,987 $255K
AA Financial Advisors, LLC 0.03% Add +41.7% 4,978 $254K
Retirement Income Solutions, Inc. 0.04% No change 4,296 $254K
Summit Trail Advisors, LLC 0.00% Reduce -25.2% 4,965 $253K
Pinnacle Financial Partners, Inc. 0.00% Add +5.4% 4,961 $253K
BridgePort Financial Solutions, LLC 0.06% Add +9.5% 4,956 $253K
Rather & Kittrell, Inc. 0.04% Add +3.2% 4,952 $253K
Smallwood Wealth Investment Management, LLC 0.11% No change 4,946 $252K
Insigneo Advisory Services, LLC 0.01% No change 4,916 $251K
Advyzon Investment Management, LLC 0.02% Reduce -1.6% 4,860 $248K
Simon Quick Advisors, LLC 0.01% Add +5.1% 4,813 $246K
Stone House Investment Management, LLC 0.03% Add +1.9% 4,750 $242K
Principia Wealth Advisory, LLC 0.12% Reduce -1.4% 4,721 $241K
Shepherd Street Advisors LLC 0.21% Reduce -1.9% 4,262 $241K
Schneider Downs Wealth Management Advisors, LP 0.02% No change 4,712 $241K
Cedarwood Wealth LLC 0.18% No change 4,686 $239K
Cary Street Partners Financial LLC 0.01% New 4,682 $239K
RPg Family Wealth Advisory, LLC 0.04% No change 4,669 $238K
Freestone Capital Holdings, LLC 0.01% New 4,590 $234K
Kastel Capital Advisors, LLC 0.15% Add +31.1% 3,952 $233K
EdgeRock Capital LLC 0.05% Reduce -6.6% 4,535 $232K
HBK Sorce Advisory LLC 0.00% Add +20.8% 4,099 $231K
Curran Financial Partners, LLC 0.03% Add +5.3% 4,530 $231K
Allworth Financial LP 0.00% Reduce -28.2% 4,492 $229K
Altfest L J & Co. Inc. 0.02% New 4,490 $229K
SlateStone Wealth, LLC 0.02% Reduce -6.3% 4,468 $228K
IFG Advisors, LLC 0.03% Reduce -7.1% 4,393 $224K
Sendero Wealth Management, LLC 0.02% New 4,374 $223K
Almanack Investment Partners, LLC. 0.03% Reduce -73.5% 4,372 $223K
True North Advisors, LLC 0.02% New 4,367 $223K
Hutchens & Kramer Investment Management Group, LLC 0.06% New 4,360 $223K
Xxi Wealth, LLC 0.10% New 4,350 $222K
Scotia Capital Inc. 0.00% Reduce -4.3% 4,348 $222K
Evolution Wealth Advisors, LLC 0.03% New 4,340 $222K
NorthRock Partners, LLC 0.00% New 4,336 $221K
Halbert Hargrove Global Advisors, LLC 0.01% Reduce -0.1% 4,333 $221K
Advisory Alpha, LLC 0.01% Add +0.7% 4,329 $221K
United Advisor Group, LLC 0.02% New 4,325 $221K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.01% Reduce -0.1% 4,222 $216K
Aspiring Ventures, LLC 0.06% Reduce -1.5% 4,201 $214K
JPMorgan Chase & Co. 0.00% Reduce -81.6% 4,079 $214K
Bridge Generations Wealth Management LLC 0.11% New 4,183 $214K
Markin Asset Management, LP 0.18% Reduce -2.5% 4,166 $213K
Caprock Group, LLC 0.00% Reduce -26.9% 4,067 $208K
Centaurus Financial, Inc. 0.01% Add +0.3% 4,037 $206K
Stiles Financial Services Inc 0.05% No change 4,034 $206K
Strait & Sound Wealth Management LLC 0.07% Add +14.3% 4,010 $205K
New Insight Wealth Advisors 0.06% New 3,995 $204K
Krane Financial Solutions LLC 0.13% New 3,984 $203K
Oakworth Capital, Inc. 0.01% No change 3,836 $200K
Federation des caisses Desjardins du Quebec 0.00% Reduce -5.4% 3,786 $193K
Financial Perspectives, Inc 0.05% No change 3,637 $186K
Signaturefd, LLC 0.00% Add +150.4% 3,619 $185K
Beacon Investment Advisory Services, Inc. 0.01% No change 3,500 $179K
Fifth Third Bancorp 0.00% Add +304.1% 3,293 $168K
Compass Financial Management LLC 0.02% — 2,920 $163K
BankPlus Trust Department 0.04% No change 2,927 $149K
Moisand Fitzgerald Tamayo, LLC 0.01% New 2,850 $145K
Hills Bank & Trust Co 0.01% New 2,813 $144K
Quest 10 Wealth Builders, Inc. 0.11% No change 2,744 $140K
Robinswood Financial LLC 0.04% Reduce -50.0% 2,743 $140K
Noble Wealth Management PBC 0.06% Reduce -24.7% 2,595 $132K
Elequin Capital, LP 0.02% Reduce -97.2% 2,593 $132K
CKW Financial Group 0.01% Add +16.8% 2,494 $130K
Brown, Lisle/Cummings, Inc. 0.03% Add +5.2% 2,515 $128K
Group One Trading LLC 0.00% Reduce -38.4% 2,390 $122K
POM Investment Strategies, LLC 0.13% Add +124.8% 2,192 $112K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.03% Reduce -4.7% 2,050 $105K
UBS Group AG 0.00% New 2,028 $104K
Family Legacy Financial Solutions, LLC 0.06% New 2,000 $102K
Downshift Financial, LLC 0.05% New 1,999 $102K
United Financial Planning Group LLC 0.05% No change 1,995 $102K
Atlantic Union Bankshares Corp 0.00% Reduce -36.9% 1,947 $99K
Whittier Trust Co. of Nevada Inc. 0.00% No change 1,780 $99K
UMB Bank, n.a. 0.00% No change 1,857 $95K
Strategic Investment Solutions, Inc. 0.02% Reduce -1.8% 1,831 $93K
Silicon Valley Capital Partners 0.01% No change 1,790 $91K
Geneos Wealth Management Inc. 0.00% Add +95.1% 1,785 $91K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.03% Add +48.8% 1,784 $91K
Hilton Head Capital Partners, LLC 0.04% No change 1,718 $88K
Strategic Advocates LLC 0.31% No change 1,591 $81K
Kingdom Financial Group LLC. 0.02% Add +2554.2% 1,566 $80K
StrongBox Wealth, LLC 0.02% New 1,500 $77K
Plante Moran Financial Advisors, LLC 0.00% No change 1,497 $76K
Heritage Wealth Advisors 0.00% Reduce -9.0% 1,443 $74K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -3.6% 1,430 $73K
Physician Wealth Advisors, Inc. 0.01% Add +103.0% 1,364 $70K
Lodestone Wealth Management LLC 0.02% Reduce -9.5% 1,318 $67K
Investment Counsel Co. of Nevada 0.12% No change 1,272 $65K
Richard W. Paul & Associates, LLC 0.02% Add +1.3% 1,215 $62K
Atlantic Private Wealth, LLC 0.04% No change 1,201 $61K
Basepoint Wealth LLC 0.03% No change 1,190 $61K
National Bank of Canada 0.00% No change 1,090 $56K
Capital Analysts, LLC 0.00% No change 1,034 $53K
Teachers Insurance & Annuity Association of America 0.05% No change 935 $48K
Go Invest LLC 0.01% Add +12.2% 894 $46K
Turim 21 Investimentos Ltda. 0.01% No change 877 $45K
Aspect Partners, LLC 0.02% No change 810 $41K
Syntax Research, Inc. 0.03% New 785 $40K
Asset Planning,Inc 0.02% No change 750 $38K
Harbour Investments, Inc. 0.00% Add +8.0% 741 $38K
Canton Hathaway, LLC 0.01% No change 725 $37K
Golden State Wealth Management, LLC 0.00% Add +1.5% 695 $35K
Coston, McIsaac & Partners 0.01% Add +2.5% 690 $35K
Perkins Coie Trust Co 0.01% No change 680 $35K
Hurley Capital, LLC 0.02% No change 670 $34K
Cranbrook Wealth Management, LLC 0.01% No change 647 $33K
Southern Michigan Bank & Trust 0.01% Reduce -21.8% 639 $33K
Strategic Wealth Advisors LLC 0.03% No change 430 $32K
Wilkerson Advisory Group LLC 0.01% No change 593 $30K
Highline Wealth Partners LLC 0.01% New 552 $28K
MCF Advisors LLC 0.00% Reduce -15.9% 507 $26K
Birchbrook, Inc. 0.01% Add +106.1% 505 $26K
Game Plan Financial Advisors, LLC 0.01% No change 475 $24K
NBT Bank, N.A. 0.00% No change 409 $21K
Financial Network Wealth Advisors LLC 0.02% No change 401 $20K
Avalon Trust Co 0.00% No change 390 $20K
Mather Group, Llc. 0.00% No change 328 $17K
Financial Consulate, Inc. 0.00% No change 322 $16K
Cary Street Partners Investment Advisory LLC 0.00% New 320 $16K
Cordant, Inc. 0.01% No change 315 $16K
Kelleher Financial Advisors 0.00% Add +100.0% 300 $15K
Westside Investment Management, Inc. 0.00% New 300 $15K
Fortitude Family Office, LLC 0.00% Reduce -96.6% 294 $15K
Country Trust Bank 0.00% No change 270 $14K
Decker Retirement Planning Inc. 0.00% New 267 $14K
SJS Investment Consulting Inc. 0.00% No change 240 $12K
Finley Financial, LLC 0.00% New 235 $12K
Investors Portfolio Services LLC 0.01% No change 220 $11K
HighMark Wealth Management LLC 0.00% Add +13.3% 213 $11K
Salomon & Ludwin, LLC 0.00% New 203 $11K
Sittner & Nelson, LLC 0.00% New 200 $10K
Clearstead Trust, LLC 0.00% No change 180 $9K
Royal Bank of Canada 0.00% Reduce -82.6% 170 $9K
Ankerstar Wealth, LLC 0.01% No change 170 $9K
Salem Investment Counselors Inc. 0.00% No change 141 $7K
Atwood & Palmer Inc. 0.00% No change 125 $6K
Comprehensive Financial Planning, Inc. 0.00% No change 125 $6K
Avion Wealth 0.00% New 120 $6K
Sachetta, LLC 0.00% No change 116 $6K
Nova Wealth Management, Inc. 0.00% No change 115 $6K
Raleigh Capital Management Inc. 0.00% No change 103 $5K
TD Waterhouse Canada Inc. 0.00% New 103 $5K
Highland Investment Advisors LLC 0.00% — 90 $5K
GHP Investment Advisors, Inc. 0.00% No change 83 $4K
Key Capital Management, INC 0.00% Add +38.3% 83 $4K
High Point Wealth Management, LLC 0.00% No change 81 $4K
Glassman Wealth Services 0.00% No change 81 $4K
Assetmark, Inc. 0.00% Reduce -20.8% 76 $4K
Chesapeake Asset Management LLC 0.00% New 74 $4K
CNB Bank 0.00% No change 68 $3K
Guardian Partners Inc. 0.00% New 61 $3K
Colonial Trust Advisors 0.00% No change 50 $3K
Ares Financial Consulting, LLC 0.00% No change 45 $2K
Pension & Wealth Management Advisors, Inc. 0.00% Reduce -25.4% 44 $2K
Montgomery Financial Services LLC 0.00% — 38 $2K
Tounjian Advisory Partners, LLC 0.00% New 38 $2K
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% No change 29 $1K
Maseco LLP 0.00% New 28 $1K
VSM Wealth Advisory, LLC 0.00% No change 24 $1K
FMR LLC 0.00% No change 24 $1K
Archer Investment Corp 0.00% No change 22 $1K
DecisionPoint Financial, LLC 0.00% No change 20 $1K
Essential Investment Partners LLC 0.00% No change 20 $1K
JPL Wealth Management, LLC 0.00% No change 20 $1K
Bessemer Group Inc. 0.00% No change 22 $1K
GS Investments, Inc. 0.00% No change 18 $919
Atlas Capital Advisors Inc. 0.00% No change 18 $918
Concord Wealth Partners 0.00% New 17 $887
Copia Wealth Management 0.00% No change 16 $817
Wolff Wiese Magana LLC 0.00% No change 16 $817
Networth Advisors, LLC 0.00% No change 15 $766
CVA Family Office, LLC 0.00% No change 12 $613
Holos Integrated Wealth LLC 0.00% No change 10 $555
Mowery & Schoenfeld Wealth Management, LLC 0.00% No change 10 $511
Fourth Dimension Wealth, LLC 0.00% No change 10 $511
Kilter Group LLC 0.00% No change 10 $511
Valley National Advisers Inc. 0.00% New 10 $511
TD Capital Management LLC 0.00% No change 10 $511
Signature Resources Capital Management, LLC 0.00% No change 9 $459
Your Advocates Ltd., LLP 0.00% No change 6 $306
Aventura Private Wealth, LLC 0.00% No change 5 $255
Hughes Financial Services, LLC 0.00% No change 5 $255
Cornerstone Planning Group LLC 0.00% New 4 $230
Wells Fargo & Company 0.00% Add +200.0% 3 $169
Frazier Financial Advisors, LLC 0.00% No change 3 $154
Rockefeller Capital Management L.P. 0.00% Reduce -99.5% 1 $51
Hantz Financial Services, Inc. 0.00% No change 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.