Grayscale Bitcoin Trust ETFGBTCETF
13F holders, Q2 2024 (June 30)662holders +15
114new positions
96sold out
3famous investors
$53.06avg. 13F price*
At the end of Q2 2024, 662 institutions reported holding Grayscale Bitcoin Trust ETF (GBTC) in their 13F filings, up 15 from Q1 2024. 114 opened new positions and 96 sold out. The largest holders were Horizon Kinetics Asset Management LLC ($794.2M), Susquehanna International Group, LLP ($533.1M) and Millennium Management ($82.0M). 3 famous investors held it, including Israel Englander (0.1% of Millennium Management's portfolio), Francois Rochon (0.0% of Giverny Capital's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Grayscale Bitcoin Trust ETF
- CUSIP
- 389637109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 114 | $146.9M |
| Exits | 96 | $252.7M |
All 13F filers, Q1 2024 → Q2 2024: 3,884,882 shares bought and 21,507,090 shares sold, net −17,622,208 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 662 holders
| Horizon Kinetics Asset Management LLC | 14.09% | Reduce -0.4% | 14,917,448 | $794.2M |
| Susquehanna International Group, LLP | 0.95% | Reduce -42.0% | 10,012,487 | $533.1M |
| Millennium Management | 0.07% | Reduce -51.8% | 1,540,864 | $82.0M |
| Multicoin Capital Management, LLC | 22.85% | No change | 1,321,808 | $70.4M |
| LPL Financial LLC | 0.03% | Add +7.1% | 1,030,932 | $54.9M |
| Boothbay Fund Management, LLC | 1.60% | Reduce -20.4% | 875,942 | $46.6M |
| HighTower Advisors, LLC | 0.06% | Add +0.1% | 710,499 | $37.8M |
| Goldman Sachs Group Inc. | 0.01% | New | 660,183 | $35.1M |
| Buckingham Strategic Wealth, LLC | 0.33% | Reduce -2.9% | 602,940 | $32.1M |
| Discovery Capital Management, LLC / CT | 4.39% | Reduce -56.8% | 602,617 | $32.1M |
| Greenwich Wealth Management LLC | 2.09% | Reduce -0.4% | 538,564 | $28.7M |
| Wealthfront Advisers LLC | 0.10% | New | 531,021 | $28.3M |
| EagleClaw Capital Managment, LLC | 4.46% | Reduce -0.6% | 465,170 | $24.8M |
| Focus Partners Wealth | 0.08% | Add +129.5% | 457,572 | $24.4M |
| Sloy Dahl & Holst, LLC | 4.38% | Reduce -25.0% | 391,436 | $20.8M |
| Moors & Cabot, Inc. | 1.04% | Reduce -5.0% | 367,670 | $19.6M |
| Beaumont Financial Advisors, LLC | 1.55% | New | 363,536 | $19.4M |
| Ovata Capital Management Ltd | 9.90% | No change | 342,200 | $18.2M |
| Jane Street Group, LLC | 0.02% | Reduce -83.3% | 311,018 | $16.6M |
| Mad River Investors | 10.97% | Reduce -23.1% | 307,558 | $16.4M |
| One Charles Private Wealth Services, LLC | 6.67% | Reduce -0.9% | 301,202 | $16.0M |
| Kingswood Wealth Advisors, LLC | 1.42% | Reduce -0.3% | 295,282 | $15.7M |
| Flow Traders U.S. LLC | 0.76% | Add +176.1% | 288,378 | $15.4M |
| Cetera Investment Advisers | 0.04% | Reduce -19.3% | 288,336 | $15.4M |
| Cambridge Investment Research Advisors, Inc. | 0.06% | Reduce -15.6% | 288,282 | $15.3M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -1.3% | 279,742 | $14.9M |
| Cresset Asset Management, LLC | 0.06% | Reduce -1.8% | 246,056 | $13.1M |
| Hunting Hill Global Capital, LLC | 5.28% | Reduce -40.7% | 200,000 | $10.6M |
| Scopus Asset Management, L.P. | 0.33% | Add +14.4% | 200,000 | $10.6M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Reduce -1.6% | 190,249 | $10.1M |
| Sequoia Financial Advisors, LLC | 0.11% | Reduce -0.0% | 174,948 | $9.3M |
| HFG Wealth Management, LLC | 5.45% | Reduce -25.6% | 160,617 | $8.6M |
| Kestra Advisory Services, LLC | 0.05% | Reduce -5.0% | 162,879 | $8.2M |
| RBF Capital, LLC | 0.47% | No change | 150,000 | $8.0M |
| Cowen and Company, LLC | 0.22% | No change | 148,000 | $7.9M |
| Aristides Capital LLC | 3.27% | No change | 147,131 | $7.8M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -12.6% | 146,951 | $7.8M |
| Mariner, LLC | 0.02% | Add +9.4% | 145,811 | $7.8M |
| Birch Hill Investment Advisors LLC | 0.35% | No change | 137,511 | $7.3M |
| Virtu Financial LLC | 0.51% | Add +158.8% | 137,123 | $7.3M |
| Brookstone Capital Management | 0.12% | Reduce -4.8% | 127,195 | $7.3M |
| Pasadena Private Wealth, LLC | 1.62% | New | 131,292 | $7.0M |
| Fielder Capital Group LLC | 2.64% | Reduce -1.5% | 128,790 | $6.9M |
| Lakewood Capital Management, LP | 0.57% | No change | 123,500 | $6.6M |
| Independent Financial Group, LLC | 0.25% | Add +0.6% | 116,006 | $6.2M |
| Foundations Investment Advisors, LLC | 0.15% | Add +0.4% | 112,631 | $6.0M |
| Claro Advisors Inc. | 0.91% | Reduce -1.9% | 109,782 | $5.8M |
| Blair William & Co. | 0.02% | Reduce -0.3% | 108,496 | $5.8M |
| Once Capital Management, LLC | 2.84% | No change | 107,700 | $5.7M |
| Traphagen Investment Advisors LLC | 0.61% | Reduce -9.4% | 106,128 | $5.7M |
| Red Door Wealth Management, LLC | 0.91% | New | 96,430 | $5.1M |
| IMC-Chicago, LLC | 0.16% | New | 95,053 | $5.1M |
| Legacy Wealth Asset Management, LLC | 1.42% | Reduce -9.4% | 94,861 | $5.1M |
| Van Hulzen Asset Management, LLC | 0.34% | Add +1.4% | 94,506 | $5.0M |
| Blue Square Asset Management, LLC | 2.87% | Add +11.4% | 92,334 | $4.9M |
| Independent Advisor Alliance | 0.16% | Add +68.0% | 88,028 | $4.7M |
| Beck Capital Management, LLC | 1.26% | Reduce -1.0% | 85,775 | $4.6M |
| DRW Securities, LLC | 0.27% | New | 83,351 | $4.4M |
| Creative Planning | 0.00% | Add +1.3% | 82,857 | $4.4M |
| Howe & Rusling Inc. | 0.40% | No change | 81,551 | $4.3M |
| NewEdge Wealth, LLC | 0.09% | Reduce -0.3% | 80,958 | $4.3M |
| Fiduciary Trust Co | 0.06% | No change | 79,015 | $4.2M |
| Moneco Advisors, LLC | 0.60% | Reduce -26.2% | 77,170 | $4.1M |
| Corient Private Wealth LP | 0.01% | Add +2.9% | 77,292 | $4.1M |
| Intellectus Partners, LLC | 1.12% | Reduce -3.6% | 76,769 | $4.1M |
| Ascension Capital Advisors, Inc. | 2.11% | Reduce -0.9% | 74,522 | $4.0M |
| Pekin Hardy Strauss, Inc. | 0.53% | Reduce -0.6% | 71,857 | $3.8M |
| Lido Advisors, LLC | 0.03% | Reduce -13.6% | 68,133 | $3.6M |
| Guild Investment Management, Inc. | 4.11% | Reduce -1.2% | 67,595 | $3.6M |
| Seldon Capital LP | 1.97% | No change | 66,107 | $3.5M |
| Global Retirement Partners, LLC | 0.11% | Add +64.6% | 65,543 | $3.5M |
| Fiduciary Alliance LLC | 0.57% | Add +19.3% | 63,569 | $3.5M |
| Verde Capital Management | 1.08% | New | 64,121 | $3.4M |
| Kestra Private Wealth Services, LLC | 0.07% | Reduce -5.2% | 62,996 | $3.4M |
| Fagan Associates, Inc. | 0.58% | Reduce -0.8% | 61,860 | $3.3M |
| Bray Capital Advisors | 0.80% | No change | 60,112 | $3.2M |
| US Bancorp \de | 0.00% | Add +29.7% | 59,656 | $3.2M |
| Bleakley Financial Group, LLC | 0.09% | Reduce -21.8% | 59,040 | $3.1M |
| Simplicity Wealth,LLC | 0.07% | Reduce -21.8% | 59,040 | $3.1M |
| Epiq Partners, LLC | 2.13% | Reduce -0.4% | 59,000 | $3.1M |
| Redhawk Wealth Advisors, Inc. | 0.48% | Reduce -45.8% | 58,862 | $3.1M |
| NTV Asset Management LLC | 0.45% | Add +0.3% | 58,487 | $3.1M |
| Convergence Financial, LLC | 0.82% | Add +0.6% | 58,482 | $3.1M |
| Smithfield Trust Co | 0.16% | No change | 56,195 | $3.0M |
| Compass Ion Advisors, LLC | 0.43% | No change | 47,181 | $3.0M |
| Merit Financial Group, LLC | 0.07% | No change | 55,722 | $3.0M |
| Beacon Pointe Advisors, LLC | 0.03% | Reduce -9.7% | 53,986 | $2.9M |
| PNC Financial Services Group, Inc. | 0.00% | Add +0.4% | 53,545 | $2.9M |
| Sowell Financial Services LLC | 0.13% | Reduce -0.3% | 52,014 | $2.8M |
| Advisory Services Network, LLC | 0.06% | Add +10.0% | 51,633 | $2.7M |
| Captrust Financial Advisors | 0.01% | Reduce -16.1% | 51,391 | $2.7M |
| Carnegie Investment Counsel | 0.08% | Reduce -31.7% | 49,821 | $2.7M |
| FinTrust Capital Advisors, LLC | 0.47% | Add +5.4% | 48,896 | $2.6M |
| Brown Advisory Inc. | 0.00% | No change | 48,481 | $2.6M |
| Wealthspire Advisors, LLC | 0.03% | Reduce -0.7% | 47,571 | $2.5M |
| Cyndeo Wealth Partners, LLC | 0.19% | Reduce -9.8% | 46,368 | $2.5M |
| Proficio Capital Partners LLC | 0.26% | No change | 46,112 | $2.5M |
| Pathstone Holdings, LLC | 0.01% | Reduce -30.1% | 45,333 | $2.4M |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -41.4% | 46,169 | $2.3M |
| Waverly Advisors, LLC | 0.04% | Reduce -1.3% | 42,871 | $2.3M |
| Integrated Wealth Concepts LLC | 0.03% | Add +17.1% | 42,263 | $2.3M |
| Gallacher Capital Management LLC | 1.15% | Reduce -2.0% | 41,038 | $2.2M |
| B. Riley Wealth Advisors, Inc. | 0.05% | New | 40,538 | $2.2M |
| Interchange Capital Partners, LLC | 0.79% | Add +179.0% | 40,321 | $2.1M |
| J. Safra Sarasin Holding AG | 0.04% | — | 40,000 | $2.1M |
| Visionary Wealth Advisors | 0.14% | Reduce -39.3% | 39,969 | $2.1M |
| Simplify Asset Management Inc. | 0.19% | Add +23.5% | 39,867 | $2.1M |
| Harber Asset Management LLC | 0.56% | New | 39,254 | $2.1M |
| Lanark Financial, Inc. | 0.19% | New | 38,368 | $2.0M |
| Citadel Advisors | 0.00% | New | 38,282 | $2.0M |
| Arete Wealth Advisors, LLC | 0.16% | Reduce -5.2% | 37,674 | $2.0M |
| PYA Waltman Capital, LLC | 0.73% | Reduce -1.4% | 37,354 | $2.0M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.06% | Add +16.6% | 36,998 | $2.0M |
| NewEdge Advisors, LLC | 0.01% | Reduce -0.8% | 36,979 | $2.0M |
| Sapient Capital LLC | 0.04% | Reduce -80.4% | 36,766 | $2.0M |
| Cerity Partners LLC | 0.01% | New | 35,761 | $1.9M |
| Financial Management Professionals, Inc. | 0.26% | Reduce -1.3% | 35,474 | $1.9M |
| Williams Jones Wealth Management, LLC. | 0.02% | Reduce -16.4% | 35,340 | $1.9M |
| Sanctuary Advisors, LLC | 0.01% | — | 33,064 | $1.9M |
| Mgo One Seven LLC | 0.09% | Reduce -0.2% | 34,743 | $1.8M |
| Curi Capital, LLC | 0.04% | Reduce -1.3% | 34,479 | $1.8M |
| Larson Financial Group LLC | 0.12% | Add +39.6% | 33,665 | $1.8M |
| AE Wealth Management LLC | 0.02% | Add +611.0% | 33,603 | $1.8M |
| McKinley Carter Wealth Services, Inc. | 0.11% | Add +0.6% | 33,455 | $1.8M |
| Summit Global Investments | 0.12% | No change | 32,516 | $1.7M |
| WealthPlan Investment Management, LLC | 0.26% | Reduce -7.0% | 32,507 | $1.7M |
| Blue Investment Partners LLC | 0.78% | No change | 32,382 | $1.7M |
| Private Advisor Group, LLC | 0.01% | Add +46.5% | 32,295 | $1.7M |
| Mills Wealth Advisors LLC | 1.23% | Reduce -0.3% | 32,300 | $1.7M |
| Atria Wealth Solutions, Inc. | 0.02% | Add +3.1% | 32,004 | $1.7M |
| Raymond James & Associates | 0.00% | Add +8.6% | 31,647 | $1.7M |
| Pettinga Financial Advisors LLC | 0.42% | Reduce -26.9% | 31,480 | $1.7M |
| Joseph P. Lucia & Associates, LLC | 0.85% | Reduce -3.2% | 31,238 | $1.7M |
| CRA Financial Services, LLC | 0.33% | Reduce -4.1% | 31,161 | $1.7M |
| Perigon Wealth Management, LLC | 0.05% | Add +3.6% | 30,649 | $1.6M |
| Truist Financial Corp. | 0.00% | No change | 30,258 | $1.6M |
| Abacus Planning Group, Inc. | 0.31% | New | 30,219 | $1.6M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -4.1% | 29,937 | $1.6M |
| Choreo, LLC | 0.03% | Add +40.6% | 28,220 | $1.6M |
| Ribbit Management Company, LLC | 0.11% | No change | 29,309 | $1.6M |
| Osaic Holdings, Inc. | 0.00% | Reduce -13.2% | 29,214 | $1.6M |
| Wedbush Securities Inc. | 0.06% | Reduce -14.8% | 28,916 | $1.5M |
| Stifel Financial Corp. | 0.00% | No change | 28,417 | $1.5M |
| Diligent Investors, LLC | 0.37% | Reduce -1.0% | 28,151 | $1.5M |
| HCR Wealth Advisors | 0.21% | Add +2.0% | 28,130 | $1.5M |
| Correct Capital Wealth Management | 0.34% | Reduce -90.9% | 27,682 | $1.5M |
| SJS Investment Consulting Inc. | 0.28% | Add +1.1% | 27,453 | $1.5M |
| Canton Hathaway, LLC | 0.40% | No change | 27,200 | $1.4M |
| Kennicott Capital Management LLC | 0.60% | No change | 27,117 | $1.4M |
| Integrated Advisors Network LLC | 0.07% | Add +5.7% | 26,921 | $1.4M |
| Gainplan LLC | 0.68% | New | 26,402 | $1.4M |
| Tsfg, LLC | 0.33% | Add +11.9% | 26,371 | $1.4M |
| Almanack Investment Partners, LLC. | 0.23% | Reduce -8.1% | 25,634 | $1.4M |
| Stansberry Asset Management, LLC | 0.19% | Add +3.8% | 25,579 | $1.4M |
| Transcend Capital Advisors, LLC | 0.10% | New | 25,533 | $1.4M |
| TRUE Private Wealth Advisors | 0.15% | New | 25,052 | $1.3M |
| Quadrant Private Wealth Management, LLC | 0.30% | Reduce -5.0% | 24,719 | $1.3M |
| Jaffetilchin Investment Partners, LLC | 0.11% | Add +0.6% | 24,629 | $1.3M |
| Ameritas Advisory Services, LLC | 0.05% | New | 24,285 | $1.3M |
| Fortem Financial Group, LLC | 0.56% | No change | 24,250 | $1.3M |
| White Knight Strategic Wealth Advisors, LLC | 1.28% | Reduce -1.2% | 24,170 | $1.3M |
| Mainstay Capital Management LLC | 0.22% | No change | 23,848 | $1.3M |
| Oliver Lagore Vanvalin Investment Group | 0.36% | Reduce -22.0% | 23,656 | $1.3M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -4.3% | 22,796 | $1.2M |
| Aurora Private Wealth, Inc. | 1.05% | Reduce -6.4% | 22,528 | $1.2M |
| Verdence Capital Advisors LLC | 0.11% | Reduce -18.3% | 22,427 | $1.2M |
| Prairie Wealth Advisors, Inc. | 0.60% | Reduce -1.4% | 22,183 | $1.2M |
| Moneta Group Investment Advisors LLC | 0.02% | Reduce -1.4% | 24,778 | $1.2M |
| Signaturefd, LLC | 0.02% | Add +0.1% | 21,933 | $1.2M |
| Pachira Investments Inc. | 1.03% | Add +0.6% | 21,910 | $1.2M |
| Sharper & Granite LLC | 0.56% | Reduce -1.8% | 21,900 | $1.2M |
| Pallas Capital Advisors LLC | 0.05% | Reduce -2.9% | 20,625 | $1.2M |
| Berger Financial Group, Inc | 0.09% | Reduce -0.6% | 21,798 | $1.2M |
| SVB Wealth LLC | 0.03% | No change | 21,238 | $1.1M |
| One Capital Management, LLC | 0.04% | Add +8.8% | 21,202 | $1.1M |
| Sprott Inc. | 0.08% | Reduce -0.0% | 20,856 | $1.1M |
| Quadcap Wealth Management, LLC | 0.20% | Reduce -8.0% | 20,851 | $1.1M |
| Synovus Financial Corp. | 0.01% | Reduce -10.1% | 20,787 | $1.1M |
| Iridian Asset Management LLC | 0.24% | No change | 20,300 | $1.1M |
| Stratos Wealth Partners, LTD. | 0.02% | Reduce -2.6% | 20,280 | $1.1M |
| Indie Asset Partners, LLC | 0.85% | No change | 20,019 | $1.1M |
| SkyView Investment Advisors, LLC | 0.19% | No change | 20,000 | $1.1M |
| VitalStone Financial, LLC | 0.77% | Reduce -4.7% | 19,874 | $1.1M |
| Bank of Montreal | 0.00% | Add +80.5% | 19,128 | $1.1M |
| Cynosure Group, LLC | 0.17% | Add +12.2% | 19,618 | $1.0M |
| Royal Bank of Canada | 0.00% | Add +0.5% | 19,602 | $1.0M |
| Johnson Investment Counsel Inc. | 0.01% | No change | 19,431 | $1.0M |
| Upper Left Wealth Management, LLC | 0.93% | Add +15.1% | 19,248 | $1.0M |
| Plancorp, LLC | 0.04% | Reduce -2.5% | 19,194 | $1.0M |
| Finer Wealth Management, Inc. | 0.65% | Reduce -0.3% | 18,970 | $1.0M |
| Ieq Capital, LLC | 0.01% | Reduce -1.5% | 18,601 | $990K |
| Soltis Investment Advisors LLC | 0.10% | Reduce -15.8% | 18,441 | $982K |
| Pine Valley Investments Ltd Liability Co | 0.07% | Add +0.6% | 18,272 | $973K |
| Bellwether Advisors, LLC | 0.20% | No change | 18,256 | $972K |
| Smith, Moore & Co. | 0.10% | Reduce -22.0% | 18,235 | $971K |
| Consolidated Portfolio Review Corp | 0.22% | Add +2.9% | 18,111 | $964K |
| Empower Advisory Group, LLC | 0.00% | Reduce -5.0% | 18,043 | $961K |
| Blue Trust, Inc. | 0.01% | No change | 14,830 | $937K |
| Wealthcare Advisory Partners LLC | 0.03% | New | 17,411 | $927K |
| NFSG Corp | 0.34% | Reduce -18.7% | 17,244 | $918K |
| Avantax Advisory Services, Inc. | 0.01% | Reduce -10.1% | 17,070 | $909K |
| Equitable Holdings, Inc. | 0.01% | Add +4.9% | 16,961 | $903K |
| Formidable Asset Management, LLC | 0.14% | Add +1.1% | 16,520 | $880K |
| Curran Financial Partners, LLC | 0.29% | Reduce -4.1% | 16,427 | $875K |
| WCG Wealth Advisors LLC | 0.06% | New | 16,235 | $864K |
| Obsidian Cio, LLC | 0.20% | Add +1.3% | 16,191 | $862K |
| Aries Wealth Management | 0.27% | Add +3.1% | 16,101 | $857K |
| Spectrum Planning & Advisory Services Inc. | 0.83% | — | 15,695 | $856K |
| SevenBridge Financial Group, LLC | 0.19% | Reduce -15.8% | 18,795 | $852K |
| Dakota Wealth Management | 0.02% | Reduce -7.7% | 15,929 | $848K |
| Clearstead Advisors, LLC | 0.01% | Add +59.7% | 15,738 | $838K |
| Childress Capital Advisors, LLC | 0.23% | No change | 15,614 | $831K |
| Beam Wealth Advisors, Inc. | 0.27% | New | 15,237 | $811K |
| Firestone Capital Management | 0.22% | No change | 15,021 | $800K |
| Centaurus Financial, Inc. | 0.05% | Reduce -1.6% | 14,840 | $790K |
| Philadelphia Trust Co. | 0.06% | No change | 14,770 | $786K |
| Catalina Capital Group, LLC | 0.30% | Reduce -0.6% | 14,741 | $785K |
| Pinnacle Associates Ltd. | 0.01% | Reduce -7.7% | 14,720 | $784K |
| Financial Counselors Inc. | 0.01% | Reduce -3.3% | 14,690 | $782K |
| Beaird Harris Wealth Management, LLC | 0.07% | Reduce -9.2% | 14,644 | $780K |
| Regions Financial Corp. | 0.01% | New | 14,417 | $768K |
| Bison Wealth, LLC | 0.12% | No change | 12,125 | $766K |
| Rothschild Investment LLC | 0.05% | No change | 14,360 | $765K |
| IPG Investment Advisors LLC | 0.17% | Add +18.2% | 14,321 | $762K |
| Doliver Advisors, LP | 0.20% | Add +1.0% | 13,709 | $730K |
| Windle Wealth, LLC | 0.44% | Reduce -19.8% | 13,679 | $728K |
| Deltec Asset Management LLC | 0.14% | Reduce -3.5% | 13,650 | $727K |
| Cherrydale Wealth Management, LLC | 0.32% | New | 13,531 | $720K |
| Fiduciary Financial Group, LLC | 0.17% | — | 12,416 | $718K |
| Western Wealth Management, LLC | 0.05% | Add +30.2% | 13,068 | $696K |
| Private Wealth Strategies, L.L.C. | 0.14% | Add +6.2% | 12,947 | $689K |
| Mission Wealth Management, LP | 0.02% | Add +10.8% | 12,897 | $687K |
| Wealth Alliance Advisory Group, LLC | 0.15% | New | 12,894 | $686K |
| Wealthstar Advisors, LLC | 0.55% | New | 12,712 | $677K |
| Gables Capital Management Inc. | 0.35% | Reduce -3.4% | 14,245 | $676K |
| Aspen Grove Capital, LLC | 0.16% | No change | 12,655 | $674K |
| HBK Sorce Advisory LLC | 0.02% | Reduce -6.0% | 12,485 | $665K |
| Vista Finance, LLC | 1.02% | New | 12,472 | $664K |
| National Philanthropic Trust | 0.01% | No change | 12,389 | $660K |
| Qube Research & Technologies Ltd | 0.00% | Add +1230000.0% | 12,301 | $655K |
| Savant Capital, LLC | 0.01% | Reduce -8.0% | 12,240 | $652K |
| Modern Wealth Management, LLC | 0.05% | Add +6.5% | 12,221 | $651K |
| Ritholtz Wealth Management | 0.02% | Reduce -17.5% | 12,195 | $649K |
| Rathbones Group PLC | 0.00% | Reduce -17.4% | 12,132 | $646K |
| Fortis Capital Management LLC | 0.14% | Reduce -0.4% | 12,082 | $643K |
| Compagnie Lombard Odier SCmA | 0.01% | Reduce -45.4% | 12,050 | $642K |
| Traynor Capital Management, Inc. | 0.05% | Reduce -7.2% | 11,924 | $635K |
| Laidlaw Wealth Management LLC | 0.35% | Add +4.8% | 11,847 | $631K |
| Westmount Partners, LLC | 0.21% | Reduce -5.7% | 11,114 | $623K |
| Peapack Gladstone Financial Corp. | 0.01% | Reduce -2.1% | 11,662 | $620K |
| Howland Capital Management LLC | 0.03% | New | 11,640 | $620K |
| Embree Financial Group | 0.12% | Reduce -8.0% | 11,510 | $613K |
| Prime Capital Investment Advisors, LLC | 0.01% | New | 11,333 | $603K |
| Acorn Financial Advisory Services Inc. | 0.11% | Add +0.1% | 11,317 | $603K |
| Zimmermann Investment Management & Planning LLC | 0.20% | Add +5.5% | 11,027 | $587K |
| Clearwater Capital Advisors, LLC | 0.06% | Reduce -11.5% | 10,989 | $585K |
| Earned Wealth Advisors, LLC | 0.22% | Add +0.5% | 10,947 | $583K |
| Werba Rubin Papier Wealth Management | 0.16% | No change | 10,846 | $577K |
| Watershed Private Wealth LLC | 0.24% | No change | 10,789 | $574K |
| HB Wealth Management, LLC | 0.01% | New | 10,741 | $572K |
| Leo Wealth, LLC | 0.06% | Reduce -0.1% | 10,522 | $565K |
| Sage Investment Advisers LLC | 0.64% | New | 10,592 | $564K |
| Montag A & Associates Inc. | 0.03% | No change | 10,397 | $554K |
| Coppell Advisory Solutions LLC | 0.09% | — | 10,354 | $551K |
| Valeo Financial Advisors, LLC | 0.02% | Reduce -2.9% | 10,207 | $543K |
| Chevy Chase Trust Holdings, LLC | 0.00% | No change | 10,186 | $542K |
| Cooper/Haims Advisors, LLC | 0.30% | No change | 10,155 | $541K |
| New Republic Capital, LLC | 0.27% | No change | 10,040 | $535K |
| Oxbow Advisors, LLC | 0.06% | No change | 10,000 | $532K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 10,000 | $532K |
| Montz Harcus Wealth Management LLC | 0.34% | Reduce -5.0% | 9,955 | $530K |
| MADDEN SECURITIES Corp | 0.23% | New | 9,785 | $521K |
| Safeguard Investment Advisory Group, LLC | 0.16% | Reduce -37.4% | 9,956 | $519K |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | New | 8,716 | $516K |
| Schneider Downs Wealth Management Advisors, LP | 0.11% | Reduce -2.6% | 9,685 | $516K |
| FWG Holdings, LLC | 0.26% | Reduce -0.8% | 8,807 | $512K |
| Essex Financial Services, Inc. | 0.04% | Add +50.3% | 10,759 | $510K |
| Keystone Financial Group | 0.18% | Add +15.9% | 9,563 | $509K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Reduce -7.2% | 9,497 | $506K |
| Park Edge Advisors, LLC | 0.15% | New | 9,410 | $501K |
| Silicon Valley Capital Partners | 0.07% | No change | 9,300 | $495K |
| Bedell Frazier Investment Counselling, LLC | 0.12% | Reduce -23.7% | 9,297 | $495K |
| Insight Advisors, LLC/ PA | 0.09% | Reduce -4.8% | 9,241 | $492K |
| Invesco Ltd. | 0.00% | Reduce -69.2% | 9,197 | $490K |
| Belpointe Asset Management LLC | 0.03% | Reduce -17.1% | 9,066 | $483K |
| Heritage Investors Management Corp. | 0.02% | Reduce -3.9% | 8,742 | $466K |
| Horrell Capital Management, Inc. | 0.13% | Add +0.1% | 8,733 | $465K |
| PBMares Wealth Management LLC | 0.11% | Reduce -4.7% | 8,715 | $464K |
| Joel Isaacson & Co., LLC | 0.02% | Add +86.8% | 8,608 | $458K |
| Spark Investment Management LLC | 2.71% | Reduce -50.0% | 8,500 | $453K |
| Ascentis Independent Advisors | 0.09% | — | 8,418 | $448K |
| Cypress Wealth Services, LLC | 0.10% | Reduce -5.6% | 8,369 | $446K |
| Americana Partners, LLC | 0.04% | Add +38.5% | 8,360 | $445K |
| Axxcess Wealth Management, LLC | 0.01% | Reduce -39.4% | 8,245 | $439K |
| Kathmere Capital Management, LLC | 0.05% | No change | 8,141 | $433K |
| Chicago Partners Investment Group LLC | 0.02% | Add +33.0% | 8,221 | $432K |
| Mutual Advisors, LLC | 0.01% | Reduce -4.4% | 7,238 | $432K |
| Stephen J. Garry & Associates, LLC | 0.43% | Add +17.2% | 8,013 | $427K |
| PFG Investments, LLC | 0.03% | Reduce -69.7% | 8,000 | $426K |
| EP Wealth Advisors, LLC | 0.00% | Add +25.8% | 7,936 | $423K |
| N.E.W. Advisory Services LLC | 0.05% | No change | 7,919 | $422K |
| J.W. Cole Advisors, Inc. | 0.02% | Reduce -12.7% | 7,844 | $418K |
| Atlas Private Wealth Advisors | 0.07% | Add +70.0% | 7,822 | $416K |
| Townsquare Capital LLC | 0.01% | Reduce -1.4% | 7,814 | $416K |
| MRP Capital Investments, LLC | 0.39% | No change | 7,765 | $413K |
| Walled Lake Planning & Wealth Management, LLC | 0.17% | No change | 7,671 | $408K |
| Revolve Wealth Partners, LLC | 0.07% | New | 7,642 | $407K |
| Aveo Capital Partners, LLC | 0.05% | Reduce -0.5% | 7,606 | $405K |
| Trek Financial, LLC | 0.03% | Reduce -3.3% | 7,576 | $403K |
| Stewardship Advisors, LLC | 0.13% | Add +0.2% | 7,546 | $402K |
| Evergreen Capital Management LLC | 0.01% | No change | 7,525 | $401K |
| Giverny Capital | 0.02% | No change | 7,442 | $396K |
| Orion Porfolio Solutions, LLC | 0.00% | New | 7,286 | $388K |
| Orion Portfolio Solutions, LLC | 0.00% | New | 7,286 | $388K |
| Flagstar Securities, Inc. | 0.11% | Reduce -6.5% | 7,276 | $387K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -31.1% | 7,262 | $387K |
| Park Avenue Securities LLC | 0.00% | Reduce -1.1% | 7,249 | $386K |
| Private Advisory Group LLC | 0.05% | Reduce -18.1% | 7,141 | $380K |
| Mirador Capital Partners LP | 0.07% | No change | 7,113 | $379K |
| Global Assets Advisory, LLC | 0.60% | Add +25.9% | 7,076 | $377K |
| Meixler Investment Management, Ltd. | 0.29% | Reduce -15.4% | 6,984 | $372K |
| RVW Wealth, LLC | 0.04% | New | 6,959 | $370K |
| Samalin Investment Counsel, LLC | 0.17% | Reduce -3.7% | 6,949 | $370K |
| NCM Capital Management, LLC | 0.19% | No change | 6,923 | $369K |
| Heritage Wealth Management, LLC | 0.20% | New | 6,880 | $366K |
| Heritage Family Offices, LLP | 0.20% | — | 6,880 | $366K |
| Stratos Wealth Advisors, LLC | 0.02% | Reduce -2.8% | 6,829 | $364K |
| Sinecera Capital, LLC | 0.50% | No change | 6,806 | $362K |
| FMR LLC | 0.00% | Add +4.2% | 6,803 | $362K |
| Wilmington Savings Fund Society, FSB | 0.01% | No change | 6,780 | $361K |
| Silvercrest Asset Management Group LLC | 0.00% | New | 6,750 | $359K |
| Woodley Farra Manion Portfolio Management Inc. | 0.02% | No change | 6,698 | $357K |
| Main Street Financial Solutions, LLC | 0.03% | Reduce -21.2% | 6,658 | $354K |
| Foundation Wealth Management, LLC | 0.28% | No change | 6,647 | $354K |
| SouthState Bank Corp | 0.03% | No change | 6,606 | $352K |
| Csenge Advisory Group | 0.02% | Add +1.1% | 6,550 | $349K |
| Walleye Capital LLC | 0.00% | New | 6,530 | $348K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.04% | Reduce -47.4% | 6,502 | $346K |
| OneDigital Investment Advisors LLC | 0.00% | Reduce -1.5% | 6,474 | $345K |
| Bulltick Wealth Management, LLC | 0.10% | Add +16.8% | 6,467 | $344K |
| Carret Asset Management, LLC | 0.04% | Reduce -12.9% | 6,438 | $343K |
| Stephenson & Company, Inc. | 0.25% | Reduce -23.1% | 6,400 | $341K |
| Riverview Capital Advisers, LLC | 0.11% | No change | 6,373 | $339K |
| Secure Asset Management, LLC | 0.06% | New | 6,353 | $338K |
| Warberg Asset Management LLC | 1.61% | New | 6,330 | $337K |
| McDonald Partners LLC | 0.09% | Add +0.8% | 6,280 | $334K |
| Evercore Wealth Management, LLC | 0.01% | No change | 6,250 | $333K |
| Priebe Wealth Holdings LLC | 0.26% | No change | 6,230 | $332K |
| Kelleher Financial Advisors | 0.14% | No change | 6,211 | $331K |
| Prospera Financial Services Inc | 0.01% | New | 6,185 | $329K |
| Channel Wealth LLC | 0.12% | No change | 6,150 | $327K |
| Sfmg, LLC | 0.03% | Reduce -25.3% | 6,138 | $327K |
| Revisor Wealth Management LLC | 0.23% | Add +10.2% | 6,119 | $326K |
| Portfolio Strategies, Inc. | 0.04% | No change | 6,113 | $325K |
| Spotlight Asset Group, Inc. | 0.23% | No change | 6,100 | $325K |
| Cannell & Spears LLC | 0.01% | No change | 6,065 | $323K |
| Janney Montgomery Scott LLC | 0.00% | Add +5.2% | 6,048 | $322K |
| Flagship Harbor Advisors, LLC | 0.02% | Add +1.2% | 6,040 | $322K |
| Flynn Zito Capital Management, LLC | 0.16% | Add +1.4% | 6,026 | $321K |
| Garde Capital, Inc. | 0.02% | Add +1.5% | 6,013 | $320K |
| Dynamic Advisor Solutions LLC | 0.01% | New | 6,004 | $320K |
| Morling Financial Advisors, LLC | 0.14% | No change | 6,001 | $319K |
| Strategies Wealth Advisors, LLC | 0.05% | Reduce -56.6% | 5,990 | $319K |
| Edge Wealth Management LLC | 0.07% | No change | 5,988 | $319K |
| Sandbox Financial Partners, LLC | 0.12% | New | 5,968 | $318K |
| Hantz Financial Services, Inc. | 0.01% | No change | 5,879 | $313K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | New | 5,855 | $312K |
| Moloney Securities Asset Management, LLC | 0.05% | Add +1.4% | 5,842 | $311K |
| Arlington Capital Management, Inc. | 0.27% | Reduce -72.9% | 5,834 | $311K |
| NorthRock Partners, LLC | 0.01% | Add +6.2% | 5,825 | $310K |
| Insigneo Advisory Services, LLC | 0.03% | New | 7,272 | $310K |
| Great Valley Advisor Group, Inc. | 0.01% | Add +8.9% | 5,693 | $303K |
| AlphaStar Capital Management, LLC | 0.03% | Reduce -0.0% | 5,688 | $303K |
| ARS Wealth Advisors Group, LLC | 0.04% | No change | 5,682 | $303K |
| Able Wealth Management LLC | 0.25% | No change | 5,613 | $299K |
| United Asset Strategies, Inc. | 0.03% | New | 5,606 | $298K |
| CMG Global Holdings, LLC | 0.20% | Reduce -23.9% | 5,592 | $298K |
| SeaCrest Wealth Management, LLC | 0.03% | Reduce -4.8% | 5,582 | $297K |
| Magnus Financial Group LLC | 0.03% | Add +2.2% | 5,552 | $296K |
| Argent Trust Co | 0.01% | No change | 5,520 | $294K |
| Polymer Capital Management (HK) LTD | 0.06% | No change | 5,500 | $293K |
| Cardiff Park Advisors, LLC | 0.03% | No change | 5,500 | $293K |
| Bluespring Wealth Management, LLC | 0.03% | Reduce -12.7% | 5,478 | $292K |
| Forum Financial Management, LP | 0.01% | Reduce -23.4% | 5,395 | $287K |
| Comerica Bank | 0.00% | Reduce -5.8% | 5,389 | $287K |
| Verity Asset Management, Inc. | 0.11% | Reduce -0.0% | 5,366 | $286K |
| Mather Group, Llc. | 0.00% | New | 4,521 | $286K |
| Destiny Wealth Partners, LLC | 0.05% | New | 5,356 | $285K |
| Cibc World Market Inc. | 0.00% | Reduce -34.0% | 5,346 | $285K |
| Koshinski Asset Management, Inc. | 0.03% | Add +1.2% | 5,535 | $284K |
| Fermata Advisors, LLC | 0.06% | New | 5,312 | $283K |
| Strategic Wealth Partners, Ltd. | 0.03% | Reduce -8.5% | 5,302 | $282K |
| Highline Wealth Partners LLC | 0.11% | Reduce -4.5% | 5,275 | $281K |
| Financial Insights, Inc. | 0.08% | New | 5,232 | $279K |
| DeDora Capital, Inc. | 0.09% | Add +0.5% | 5,226 | $278K |
| Magnolia Capital Advisors LLC | 0.16% | New | 5,225 | $278K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -2.6% | 5,198 | $277K |
| Good Life Advisors, LLC | 0.02% | Add +3.8% | 5,181 | $276K |
| Kingsview Wealth Management, LLC | 0.01% | Add +3.1% | 5,172 | $275K |
| CreativeOne Wealth, LLC | 0.01% | New | 5,091 | $271K |
| Affinity Capital Advisors, LLC | 0.06% | New | 5,059 | $269K |
| Avantax Planning Partners, Inc. | 0.01% | Reduce -39.5% | 5,026 | $268K |
| Castleview Partners, LLC | 0.15% | Add +927.7% | 5,005 | $266K |
| Graybill Wealth Management, LTD. | 0.11% | No change | 5,000 | $266K |
| Money Concepts Capital Corp. | 0.02% | No change | 4,985 | $265K |
| Ancora Advisors LLC | 0.01% | Reduce -4.5% | 4,967 | $264K |
| Vima LLC | 0.58% | New | 4,949 | $263K |
| Journey Advisory Group, LLC | 0.03% | Reduce -8.7% | 4,915 | $262K |
| Clear Harbor Asset Management, LLC | 0.02% | Reduce -33.7% | 4,910 | $261K |
| Allworth Financial LP | 0.00% | Reduce -3.3% | 4,372 | $261K |
| United Capital Management of KS, Inc. | 0.06% | Reduce -9.9% | 4,867 | $259K |
| Inscription Capital, LLC | 0.04% | No change | 4,866 | $259K |
| Sterling Investment Counsel, LLC | 0.10% | Add +0.2% | 4,833 | $257K |
| EverSource Wealth Advisors, LLC | 0.02% | Add +286.9% | 4,933 | $257K |
| Leavell Investment Management, Inc. | 0.01% | New | 4,800 | $256K |
| Composition Wealth, LLC | 0.01% | No change | 4,798 | $255K |
| Harvest Investment Services, LLC | 0.10% | No change | 4,783 | $255K |
| Garden State Investment Advisory Services LLC | 0.09% | Add +2.7% | 4,698 | $250K |
| Retirement Planning Co of New England, Inc. | 0.14% | No change | 4,685 | $249K |
| HRC Wealth Management, LLC | 0.17% | No change | 4,682 | $249K |
| Mountain Capital Investment Advisors Inc. | 0.06% | Add +1.2% | 4,415 | $249K |
| Wagner Wealth Management, LLC | 0.07% | New | 4,666 | $248K |
| Onyx Bridge Wealth Group LLC | 0.04% | No change | 4,609 | $245K |
| FSA Advisors, Inc. | 0.25% | No change | 4,011 | $245K |
| Old Mission Investment Co LLC | 0.08% | Reduce -1.4% | 4,571 | $243K |
| Impact Partnership Wealth, LLC | 0.06% | Add +136.1% | 4,550 | $242K |
| Commerce Bank | 0.00% | No change | 4,521 | $241K |
| Nicholas Hoffman & Company, LLC. | 0.01% | Add +1.0% | 4,512 | $240K |
| Ellsworth Advisors, LLC | 0.07% | No change | 4,500 | $240K |
| Lifeworks Advisors, LLC | 0.07% | Add +3.3% | 4,449 | $237K |
| Mill Creek Capital Advisors, LLC | 0.01% | No change | 4,435 | $236K |
| Blackhawk Capital Partners, LLC | 0.14% | New | 4,424 | $236K |
| Schnieders Capital Management LLC | 0.05% | Reduce -7.1% | 4,414 | $235K |
| Sound Income Strategies, LLC | 0.02% | Add +33.6% | 4,375 | $233K |
| Edge Capital Group, LLC | 0.01% | No change | 4,357 | $232K |
| Parallel Advisors, LLC | 0.01% | Reduce -2.9% | 4,355 | $232K |
| Cornerstone Wealth Group, LLC | 0.02% | Reduce -0.2% | 4,354 | $232K |
| Sepio Capital, LP | 0.02% | Reduce -32.4% | 4,340 | $231K |
| Sunbelt Securities, Inc. | 0.02% | Add +8.8% | 4,322 | $230K |
| Trilogy Capital Inc. | 0.01% | No change | 4,300 | $229K |
| Jeppson Wealth Management, LLC | 0.09% | Reduce -11.3% | 4,293 | $229K |
| Clear Creek Financial Management, LLC | 0.03% | Reduce -1.8% | 4,277 | $228K |
| SignalPoint Asset Management, LLC | 0.06% | No change | 4,257 | $227K |
| Synergy Asset Management, LLC | 0.04% | Reduce -28.9% | 4,240 | $226K |
| Capital Advisors Wealth Management, LLC | 0.04% | New | 4,165 | $222K |
| Robertson Stephens Wealth Management, LLC | 0.01% | New | 4,121 | $219K |
| Brighton Jones LLC | 0.01% | No change | 4,117 | $219K |
| Horizon Wealth Management, LLC | 0.05% | Add +9.1% | 4,115 | $219K |
| SlateStone Wealth, LLC | 0.02% | No change | 4,113 | $219K |
| Enterprise Bank & Trust Co | 0.07% | No change | 3,700 | $219K |
| Alpha Cubed Investments, LLC | 0.01% | Reduce -0.5% | 4,096 | $218K |
| AdvisorNet Financial, Inc | 0.02% | Reduce -1.1% | 4,084 | $217K |
| Verus Capital Partners, LLC | 0.02% | New | 4,057 | $216K |
| E&G Advisors, LLC | 0.06% | No change | 4,050 | $216K |
| Marshall & Sullivan Inc. | 0.11% | No change | 4,040 | $215K |
| Ascent Group, LLC | 0.02% | New | 4,040 | $215K |
| Investmark Advisory Group LLC | 0.11% | New | 4,038 | $215K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +17.8% | 3,983 | $212K |
| Silver Oak Securities, Incorporated | 0.03% | New | 3,952 | $210K |
| Opal Wealth Advisors, LLC | 0.07% | Reduce -4.8% | 3,945 | $210K |
| Henrickson Nauta Wealth Advisors, Inc. | 0.09% | Reduce -1.9% | 3,936 | $210K |
| SteelPeak Wealth, LLC | 0.01% | Reduce -13.6% | 3,927 | $209K |
| Capital Investment Advisory Services, LLC | 0.02% | Add +16.1% | 3,901 | $208K |
| Arkadios Wealth Advisors | 0.01% | Reduce -12.4% | 3,901 | $208K |
| Cutter & CO Brokerage, Inc. | 0.05% | No change | 3,900 | $208K |
| Walkner Condon Financial Advisors LLC | 0.04% | Reduce -52.5% | 3,893 | $207K |
| Smart Money Group LLC | 0.07% | Reduce -2.0% | 3,970 | $207K |
| Financial Security Advisor, Inc. | 0.07% | Add +2.1% | 3,857 | $205K |
| Alliancebernstein L.P. | 0.00% | No change | 3,845 | $205K |
| Cornerstone Wealth Management, LLC | 0.02% | New | 3,843 | $205K |
| MA Private Wealth | 0.04% | No change | 3,837 | $204K |
| International Assets Investment Management, LLC | 0.02% | No change | 3,830 | $204K |
| Zhang Financial LLC | 0.01% | Reduce -95.5% | 3,819 | $203K |
| IAM Advisory, LLC | 0.05% | New | 3,773 | $201K |
| Owen LaRue, LLC | 0.12% | Reduce -4.4% | 3,765 | $200K |
| ORG Partners LLC | 0.02% | New | 3,561 | $200K |
| HHM Wealth Advisors, LLC | 0.03% | Add +15.4% | 3,740 | $199K |
| Unique Wealth Strategies, LLC | 0.09% | New | 3,063 | $193K |
| Headlands Technologies LLC | 0.02% | Add +84.7% | 3,599 | $192K |
| TD Waterhouse Canada Inc. | 0.00% | Add +17.4% | 3,365 | $189K |
| Arax Advisory Partners | 0.02% | No change | 3,545 | $189K |
| Parkside Financial Bank & Trust | 0.03% | Reduce -7.8% | 3,535 | $188K |
| Rogco, LP | 0.07% | No change | 3,404 | $181K |
| IFP Advisors, Inc | 0.01% | Add +166.1% | 3,260 | $174K |
| Spectrum Wealth Counsel, LLC | 0.02% | Reduce -27.9% | 3,040 | $162K |
| SOA Wealth Advisors, LLC. | 0.03% | New | 2,978 | $159K |
| Barclays PLC | 0.00% | No change | 2,850 | $152K |
| Morgan Stanley | 0.00% | Reduce -99.9% | 2,780 | $148K |
| Kathleen S. Wright Associates Inc. | 0.07% | Reduce -1.9% | 2,652 | $146K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -14.8% | 2,585 | $138K |
| North Star Investment Management Corp. | 0.01% | No change | 2,550 | $136K |
| LFA - Lugano Financial Advisors SA | 0.10% | No change | 2,750 | $131K |
| CENTRAL TRUST Co | 0.00% | No change | 2,425 | $129K |
| UMB Bank, n.a. | 0.00% | New | 2,393 | $127K |
| Annapolis Financial Services, LLC | 0.04% | No change | 2,362 | $126K |
| Huntington National Bank | 0.00% | New | 2,252 | $120K |
| JNBA Financial Advisors | 0.01% | No change | 2,250 | $120K |
| Wells Fargo & Company | 0.00% | No change | 2,245 | $120K |
| Ashton Thomas Private Wealth, LLC | 0.01% | New | 2,217 | $118K |
| Fairscale Capital, LLC | 0.10% | — | 2,024 | $117K |
| Richardson Capital Management LLC | 0.09% | New | 2,184 | $116K |
| Whittier Trust Co. | 0.00% | Reduce -4.8% | 2,184 | $116K |
| Sandy Spring Bank | 0.00% | Add +1.6% | 2,099 | $112K |
| Western Pacific Wealth Management, LP | 0.08% | No change | 2,000 | $106K |
| Flputnam Investment Management Co. | 0.00% | New | 2,000 | $106K |
| Glass Jacobson Investment Advisors llc | 0.04% | Reduce -25.3% | 1,995 | $106K |
| Lindbrook Capital, LLC | 0.01% | Reduce -21.0% | 1,978 | $105K |
| Winch Advisory Services, LLC | 0.03% | No change | 1,905 | $101K |
| Bogart Wealth, LLC | 0.00% | No change | 1,817 | $97K |
| Salem Investment Counselors Inc. | 0.00% | No change | 1,773 | $94K |
| Pathway Financial Advisers, LLC | 0.03% | Reduce -14.4% | 1,650 | $88K |
| Richard W. Paul & Associates, LLC | 0.03% | No change | 1,633 | $87K |
| Ransom Advisory, Ltd | 0.04% | No change | 1,500 | $80K |
| Optimum Investment Advisors | 0.04% | No change | 1,500 | $80K |
| WR Wealth Planners, LLC | 0.02% | No change | 1,490 | $79K |
| Institutional & Family Asset Management, LLC | 0.01% | No change | 1,465 | $78K |
| Plante Moran Financial Advisors, LLC | 0.01% | No change | 1,421 | $76K |
| Colonial Trust Advisors | 0.01% | No change | 1,410 | $75K |
| Jackson, Grant Investment Advisers, Inc. | 0.03% | No change | 1,387 | $74K |
| Abich Financial Wealth Management LLC | 0.05% | New | 1,378 | $73K |
| Farther Finance Advisors, LLC | 0.00% | Add +8.4% | 1,247 | $70K |
| Edmond DE Rothschild Holding S.A. | 0.00% | No change | 1,300 | $69K |
| Creekmur Asset Management LLC | 0.02% | Reduce -31.0% | 1,271 | $68K |
| JDM Financial Group LLC | 0.04% | No change | 1,183 | $63K |
| McIlrath & Eck, LLC | 0.01% | No change | 1,183 | $63K |
| Tidemark, LLC | 0.03% | No change | 1,144 | $61K |
| Tompkins Financial Corp. | 0.01% | New | 1,141 | $61K |
| Manchester Capital Management LLC | 0.01% | Add +465.0% | 1,130 | $60K |
| Main Management LLC | 0.00% | No change | 1,100 | $59K |
| Guardian Wealth Management, Inc. | 0.04% | No change | 1,096 | $58K |
| Roble, Belko & Company, Inc | 0.01% | No change | 1,023 | $54K |
| Dunhill Financial, LLC | 0.03% | No change | 1,006 | $54K |
| Glen Eagle Advisors, LLC | 0.01% | No change | 1,002 | $53K |
| Mechanics Financial Corp | 0.03% | New | 1,000 | $53K |
| Baldwin Wealth Partners LLC | 0.00% | Reduce -57.7% | 1,000 | $53K |
| Atwood & Palmer Inc. | 0.00% | New | 986 | $52K |
| Gradient Investments LLC | 0.00% | Reduce -4.7% | 963 | $51K |
| Cornerstone Planning Group LLC | 0.01% | No change | 1,170 | $50K |
| Bfsg, LLC | 0.01% | No change | 910 | $48K |
| Tyler-Stone Wealth Management | 0.02% | Reduce -10.0% | 855 | $46K |
| Hollencrest Capital Management | 0.00% | Add +88.9% | 850 | $45K |
| St Germain D J Co. Inc. | 0.00% | New | 833 | $44K |
| Wolff Wiese Magana LLC | 0.04% | Add +15.8% | 826 | $44K |
| JPMorgan Chase & Co. | 0.00% | Add +1877.5% | 791 | $42K |
| Cwm, LLC | 0.00% | New | 783 | $42K |
| PFS Partners, LLC | 0.03% | No change | 788 | $42K |
| Asset Dedication, LLC | 0.00% | New | 751 | $40K |
| Creative Financial Designs Inc. | 0.00% | Reduce -33.0% | 709 | $38K |
| Frazier Financial Advisors, LLC | 0.03% | New | 700 | $37K |
| Trust Co | 0.00% | New | 689 | $37K |
| Bokf, NA | 0.00% | Reduce -25.8% | 675 | $36K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 642 | $34K |
| Avondale Wealth Management | 0.02% | New | 625 | $33K |
| ICA Group Wealth Management, LLC | 0.02% | Add +42.6% | 609 | $32K |
| Avior Wealth Management, LLC | 0.00% | Reduce -91.7% | 598 | $32K |
| Hoey Investments, Inc. | 0.01% | Add +483.0% | 583 | $31K |
| CNB Bank | 0.01% | New | 570 | $30K |
| Harbor Investment Advisory, LLC | 0.00% | Add +2.8% | 551 | $29K |
| Valley National Advisers Inc. | 0.00% | No change | 553 | $29K |
| Elevation Wealth Partners, LLC | 0.01% | New | 536 | $29K |
| Clear Point Advisors Inc. | 0.02% | No change | 532 | $28K |
| Atticus Wealth Management, LLC | 0.01% | No change | 527 | $28K |
| Global Wealth Strategies & Associates | 0.01% | New | 508 | $27K |
| Ulland Investment Advisors, LLC | 0.02% | No change | 500 | $27K |
| Pension & Wealth Management Advisors, Inc. | 0.02% | No change | 500 | $27K |
| GS Investments, Inc. | 0.01% | No change | 500 | $27K |
| DHJJ Financial Advisors, Ltd. | 0.01% | New | 491 | $26K |
| Financial Perspectives, Inc | 0.01% | Reduce -83.3% | 485 | $26K |
| Centerpoint Advisors, LLC | 0.01% | Reduce -55.0% | 450 | $24K |
| Toth Financial Advisory Corp. | 0.00% | No change | 441 | $23K |
| Quent Capital, LLC | 0.00% | New | 438 | $23K |
| Dixon Mitchell Investment Counsel Inc. | 0.00% | No change | 425 | $23K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 415 | $22K |
| SWAN Capital LLC | 0.01% | New | 411 | $22K |
| FWL Investment Management, LLC | 0.01% | New | 400 | $21K |
| Addison Advisors LLC | 0.01% | No change | 400 | $21K |
| Strategic Financial Concepts, LLC | 0.01% | Add +4689.6% | 184,686 | $21K |
| Delta Asset Management LLC | 0.00% | No change | 380 | $20K |
| Strengthening Families & Communities, LLC | 0.01% | New | 372 | $20K |
| GPS Wealth Strategies Group, LLC | 0.00% | Add +4942.9% | 353 | $19K |
| Harbour Investments, Inc. | 0.00% | Add +22.7% | 351 | $19K |
| Raleigh Capital Management Inc. | 0.01% | New | 350 | $19K |
| M&R Capital Management Inc. | 0.00% | New | 350 | $19K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +44.9% | 329 | $18K |
| West Oak Capital, LLC | 0.01% | No change | 320 | $17K |
| Brown, Lisle/Cummings, Inc. | 0.01% | Reduce -50.0% | 300 | $16K |
| Riggs Asset Managment Co. Inc. | 0.00% | No change | 300 | $16K |
| Concord Wealth Partners | 0.00% | No change | 300 | $16K |
| Rise Advisors, LLC | 0.01% | New | 298 | $16K |
| Triad Wealth Partners, LLC | 0.01% | New | 291 | $15K |
| Tradewinds Capital Management, LLC | 0.00% | No change | 269 | $14K |
| Activest Wealth Management | 0.00% | No change | 264 | $14K |
| Oakworth Capital, Inc. | 0.00% | No change | 259 | $14K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 256 | $14K |
| Balefire, LLC | 0.00% | No change | 250 | $13K |
| First PREMIER Bank | 0.00% | New | 250 | $13K |
| Signature Resources Capital Management, LLC | 0.01% | No change | 236 | $13K |
| Carolina Wealth Advisors, LLC | 0.01% | New | 235 | $13K |
| Nvwm, LLC | 0.00% | No change | 228 | $12K |
| Macroview Investment Management LLC | 0.01% | No change | 217 | $12K |
| National Bank of Canada | 0.00% | No change | 200 | $11K |
| GHP Investment Advisors, Inc. | 0.00% | Add +32.9% | 210 | $11K |
| Cypress Capital, LLC | 0.00% | New | 205 | $11K |
| Bear Mountain Capital, Inc. | 0.00% | No change | 200 | $10K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 190 | $10K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -88.8% | 190 | $10K |
| Carmichael Hill & Associates, Inc. | 0.00% | Reduce -95.6% | 186 | $10K |
| Atlas Capital Advisors Inc. | 0.00% | No change | 186 | $10K |
| Kozak & Associates, Inc. | 0.00% | No change | 182 | $10K |
| WFA Asset Management Corp | 0.01% | No change | 182 | $10K |
| Boyd Watterson Asset Management LLC | 0.00% | No change | 182 | $10K |
| Evermay Wealth Management LLC | 0.00% | No change | 166 | $9K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | No change | 160 | $9K |
| Legend Financial Advisors, Inc. | 0.01% | New | 156 | $8K |
| Versant Capital Management, Inc | 0.00% | New | 151 | $8K |
| Householder Group Estate & Retirement Specialist, LLC | 0.00% | Reduce -49.5% | 164 | $8K |
| Independence Bank of Kentucky | 0.00% | New | 150 | $8K |
| Bellevue Asset Management, LLC | 0.00% | No change | 145 | $8K |
| Financial Gravity Asset Management, Inc. | 0.00% | New | 112 | $6K |
| Global Financial Private Client, LLC | 0.00% | No change | 111 | $6K |
| Davis Capital Management | 0.01% | New | 105 | $6K |
| Janiczek Wealth Management, LLC | 0.00% | No change | 110 | $6K |
| Robinson Capital Management, LLC | 0.00% | Reduce -66.7% | 100 | $6K |
| Ridgewood Investments LLC | 0.00% | New | 100 | $5K |
| Caldwell Sutter Capital, Inc. | 0.00% | New | 100 | $5K |
| Barrett & Company, Inc. | 0.00% | No change | 100 | $5K |
| Missouri Trust & Investment Co | 0.00% | No change | 100 | $5K |
| City Holding Co. | 0.00% | No change | 100 | $5K |
| Great Lakes Retirement, Inc. | 0.00% | New | 100 | $5K |
| Armstrong Advisory Group, Inc. | 0.00% | New | 100 | $5K |
| BOK Financial Private Wealth, Inc. | 0.00% | No change | 100 | $5K |
| CVA Family Office, LLC | 0.00% | No change | 96 | $5K |
| Venturi Wealth Management, LLC | 0.00% | Reduce -6.4% | 88 | $5K |
| Milestone Investment Advisors LLC | 0.00% | New | 74 | $4K |
| Laurel Wealth Advisors LLC | 0.00% | No change | 74 | $4K |
| Assetmark, Inc. | 0.00% | Reduce -51.5% | 67 | $4K |
| Game Plan Financial Advisors, LLC | 0.00% | Reduce -61.0% | 60 | $3K |
| Thompson Investment Management, Inc. | 0.00% | No change | 60 | $3K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 54 | $3K |
| WFA of San Diego, LLC | 0.00% | — | 52 | $3K |
| Gen-Wealth Partners Inc | 0.00% | No change | 50 | $3K |
| City State Bank | 0.00% | No change | 50 | $3K |
| Front Row Advisors LLC | 0.00% | No change | 50 | $3K |
| Tortoise Investment Management, LLC | 0.00% | No change | 50 | $3K |
| Cassady Schiller Wealth Management, LLC | 0.00% | No change | 46 | $2K |
| Bank of America Corp. | 0.00% | Reduce -80.9% | 39 | $2K |
| Beacon Capital Management, LLC | 0.00% | No change | 35 | $2K |
| Halpern Financial, Inc. | 0.00% | New | 34 | $2K |
| Friedenthal Financial | 0.00% | No change | 33 | $2K |
| CarsonAllaria Wealth Management, Ltd. | 0.00% | No change | 29 | $2K |
| Pittenger & Anderson Inc. | 0.00% | New | 24 | $1K |
| Private Ocean, LLC | 0.00% | New | 24 | $1K |
| Voisard Asset Management Group, Inc. | 0.00% | No change | 17 | $906 |
| Laffer Tengler Investments, Inc. | 0.00% | No change | 10 | $532 |
| Colonial Trust Co / SC | 0.00% | No change | 10 | $532 |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 5 | $267 |
| Nemes Rush Group LLC | 0.00% | Reduce -98.7% | 2 | $106 |
| Prestige Wealth Management Group LLC | 0.00% | No change | 1 | $54 |
| Arcadia Investment Advisors LLC | 0.00% | No change | 1 | $54 |
| PrairieView Partners, LLC | 0.00% | Add +42.9% | 10 | $0 |
| Avion Wealth | 0.00% | No change | 10 | $0 |
| Evolution Advisers, Inc. | 0.00% | No change | 5 | $0 |
"% of holder's portfolio" is GBTC's weight in each manager's 13F, not the share of Grayscale Bitcoin Trust ETF the manager owns.