Grayscale Bitcoin Trust ETFGBTCETF

13F holders, Q3 2024 (September 30)
620holders −42
35new positions
76sold out
2famous investors
$49.57avg. 13F price*

At the end of Q3 2024, 620 institutions reported holding Grayscale Bitcoin Trust ETF (GBTC) in their 13F filings, down 42 from Q2 2024. 35 opened new positions and 76 sold out. The largest holders were Horizon Kinetics Asset Management LLC ($768.0M), Goldman Sachs Group Inc. ($71.9M) and Multicoin Capital Management, LLC ($66.8M). 2 famous investors held it, including Israel Englander (0.0% of Millennium Management'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

0200400600800 Q1 2024: 647Q1 2024Q2 2024: 662Q2 2024Q3 2024: 620Q3 2024Q4 2024: 756Q4 2024Q1 2025: 713Q1 2025Q2 2025: 765Q2 2025Q3 2025: 786Q3 2025Q4 2025: 739Q4 2025Q1 2026: 657Q1 2026Q2 2026: 601Q2 2026

Total Exit/New Position Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions35$24.4M
Exits76$155.8M

All 13F filers, Q2 2024 → Q3 2024: 3,069,414 shares bought and 15,964,823 shares sold, net −12,895,409 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 620 holders

Horizon Kinetics Asset Management LLC 11.64% Add +1.9% 15,208,060 $768.0M
Goldman Sachs Group Inc. 0.01% Add +115.6% 1,423,069 $71.9M
Multicoin Capital Management, LLC 25.24% No change 1,321,808 $66.8M
LPL Financial LLC 0.03% Add +8.3% 1,116,728 $56.4M
HighTower Advisors, LLC 0.05% Reduce -2.8% 690,512 $34.9M
Greenwich Wealth Management LLC 2.06% Add +99.9% 1,076,820 $30.2M
Focus Partners Wealth 0.09% Add +59.1% 728,041 $28.5M
Wealthfront Advisers LLC 0.08% Reduce -4.8% 505,310 $25.5M
EagleClaw Capital Managment, LLC 3.42% Reduce -13.0% 404,550 $20.4M
Mad River Investors 10.92% Add +26.7% 389,745 $19.7M
Moors & Cabot, Inc. 0.93% Add +0.3% 368,975 $18.6M
Beaumont Financial Advisors, LLC 1.43% Reduce -0.4% 362,172 $18.3M
Cresset Asset Management, LLC 0.06% Add +32.8% 326,638 $16.5M
Ovata Capital Management Ltd 6.46% Reduce -11.7% 302,300 $15.3M
One Charles Private Wealth Services, LLC 5.75% Reduce -0.7% 299,215 $15.1M
Kingswood Wealth Advisors, LLC 1.07% Add +0.5% 296,762 $15.0M
Cambridge Investment Research Advisors, Inc. 0.05% Add +0.3% 289,202 $14.6M
Commonwealth Equity Services, LLC 0.02% Reduce -7.3% 259,441 $13.1M
Cetera Investment Advisers 0.03% Reduce -14.5% 246,458 $12.4M
Sequoia Financial Advisors, LLC 0.10% Add +2.9% 180,068 $9.1M
Wealth Enhancement Advisory Services, LLC 0.02% Reduce -8.0% 175,081 $8.8M
HFG Wealth Management, LLC 5.45% No change 160,617 $8.6M
Atlas Wealth Partners, LLC 11.85% New 153,932 $7.8M
RBF Capital, LLC 0.39% No change 150,000 $7.6M
Sloy Dahl & Holst, LLC 1.27% Reduce -62.3% 147,525 $7.5M
Aristides Capital LLC 3.09% No change 147,131 $7.4M
Mariner, LLC 0.01% Reduce -3.8% 140,252 $7.1M
Pasadena Private Wealth, LLC 1.49% Add +5.6% 138,691 $7.0M
Birch Hill Investment Advisors LLC 0.33% No change 137,511 $6.9M
Kestra Advisory Services, LLC 0.04% Reduce -20.4% 129,716 $6.6M
Fielder Capital Group LLC 2.14% Reduce -0.3% 128,364 $6.5M
Brookstone Capital Management 0.09% Reduce -0.5% 126,621 $6.4M
Lakewood Capital Management, LP 0.51% No change 123,500 $6.2M
Envestnet Asset Management Inc. 0.00% Reduce -16.3% 123,013 $6.2M
Foundations Investment Advisors, LLC 0.12% Add +1.6% 114,446 $5.8M
Independent Financial Group, LLC 0.21% Reduce -3.3% 112,142 $5.7M
Blair William & Co. 0.02% Reduce -0.2% 108,296 $5.5M
Claro Advisors Inc. 0.70% Reduce -1.8% 107,800 $5.4M
Once Capital Management, LLC 2.47% No change 107,700 $5.4M
Blue Square Asset Management, LLC 2.91% Add +16.2% 107,323 $5.4M
Larson Financial Group LLC 0.29% Add +204.3% 102,433 $5.2M
Traphagen Investment Advisors LLC 0.52% Reduce -4.5% 101,337 $5.1M
Millennium Management 0.00% Reduce -93.5% 100,000 $5.0M
Independent Advisor Alliance 0.18% Add +11.9% 98,512 $5.0M
Jane Street Group, LLC 0.01% Reduce -68.4% 98,350 $5.0M
Red Door Wealth Management, LLC 0.81% No change 96,430 $4.9M
Legacy Wealth Asset Management, LLC 1.25% Reduce -2.8% 92,172 $4.7M
Van Hulzen Asset Management, LLC 0.33% Reduce -4.3% 90,438 $4.6M
Beck Capital Management, LLC 1.15% Reduce -0.3% 85,501 $4.3M
Creative Planning 0.00% Add +0.6% 83,315 $4.2M
NewEdge Wealth, LLC 0.07% No change 80,958 $4.1M
Intellectus Partners, LLC 1.04% Add +4.1% 79,934 $4.0M
ICONIQ Capital, LLC 0.08% New 77,932 $3.9M
Fiduciary Trust Co 0.05% Reduce -2.4% 77,115 $3.9M
Moneco Advisors, LLC 0.48% Reduce -0.3% 76,947 $3.9M
Fiduciary Alliance LLC 0.51% Add +20.6% 76,683 $3.9M
Guild Investment Management, Inc. 4.17% Add +100.0% 135,190 $3.8M
Ascension Capital Advisors, Inc. 1.75% Reduce -0.4% 74,210 $3.7M
Global Retirement Partners, LLC 0.11% Add +5.9% 69,401 $3.5M
Pekin Hardy Strauss, Inc. 0.44% Reduce -5.0% 68,282 $3.4M
Seldon Capital LP 1.88% No change 66,107 $3.3M
Citadel Advisors 0.00% Add +70.1% 65,125 $3.3M
Lido Advisors, LLC 0.02% Reduce -8.0% 62,702 $3.2M
Fagan Associates, Inc. 0.52% Reduce -1.3% 61,075 $3.1M
J. Safra Sarasin Holding AG 0.05% Add +52.6% 61,050 $3.1M
Verde Capital Management 0.92% Reduce -5.5% 60,616 $3.1M
Bleakley Financial Group, LLC 0.09% Add +2.3% 60,389 $3.0M
Sanctuary Advisors, LLC 0.02% Add +16.7% 38,588 $3.0M
Convergence Financial, LLC 0.63% Add +0.3% 58,627 $3.0M
NTV Asset Management LLC 0.39% No change 58,487 $3.0M
Smithfield Trust Co 0.14% No change 56,195 $2.8M
Corient Private Wealth LP 0.00% Reduce -28.0% 55,630 $2.8M
Epiq Partners, LLC 1.60% Reduce -5.9% 55,500 $2.8M
Stevens Capital Management LP 0.39% New 54,900 $2.8M
Advisory Services Network, LLC 0.06% No change 51,633 $2.7M
Bray Capital Advisors 0.67% Reduce -9.7% 54,261 $2.7M
Sowell Financial Services LLC 0.12% Add +1.2% 52,648 $2.7M
Brown Advisory Inc. 0.00% Add +6.2% 51,481 $2.6M
Captrust Financial Advisors 0.01% Reduce -1.9% 50,410 $2.5M
Mercer Global Advisors Inc. 0.01% Add +65.0% 49,404 $2.5M
Beacon Pointe Advisors, LLC 0.03% Reduce -9.9% 48,636 $2.5M
FinTrust Capital Advisors, LLC 0.42% Reduce -1.0% 48,396 $2.4M
CIBC Private Wealth Group LLC 0.00% Add +4.3% 48,145 $2.4M
Kestra Private Wealth Services, LLC 0.04% Reduce -23.8% 47,975 $2.4M
NewEdge Advisors, LLC 0.02% Add +27.1% 47,001 $2.4M
US Bancorp \de 0.00% Reduce -21.4% 46,873 $2.4M
PNC Financial Services Group, Inc. 0.00% Reduce -13.1% 46,522 $2.3M
Proficio Capital Partners LLC 0.23% No change 46,112 $2.3M
Wealthspire Advisors, LLC 0.02% Reduce -3.2% 46,063 $2.3M
Pathstone Holdings, LLC 0.01% No change 45,333 $2.3M
Cerity Partners LLC 0.01% Add +25.6% 44,913 $2.3M
Cyndeo Wealth Partners, LLC 0.15% Reduce -6.1% 43,543 $2.2M
Waverly Advisors, LLC 0.04% Reduce -2.1% 41,971 $2.1M
Watts Gwilliam & Co., LLC 0.45% — 41,767 $2.1M
Gallacher Capital Management LLC 0.95% Reduce -0.3% 40,936 $2.1M
Interchange Capital Partners, LLC 0.72% Reduce -0.8% 40,004 $2.0M
Scopus Asset Management, L.P. 0.06% Reduce -80.0% 39,985 $2.0M
Visionary Wealth Advisors 0.12% Reduce -1.4% 39,427 $2.0M
Integrated Wealth Concepts LLC 0.02% Reduce -7.8% 38,968 $2.0M
Compass Ion Advisors, LLC 0.24% Reduce -17.7% 38,810 $2.0M
Lanark Financial, Inc. 0.16% Add +0.1% 38,414 $1.9M
Merit Financial Group, LLC 0.04% Reduce -32.2% 37,758 $1.9M
Susquehanna International Group, LLP 0.00% Reduce -99.6% 37,708 $1.9M
PYA Waltman Capital, LLC 0.61% Reduce -0.3% 37,259 $1.9M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.05% Reduce -0.9% 36,668 $1.9M
Williams Jones Wealth Management, LLC. 0.02% Add +2.8% 36,342 $1.8M
Financial Management Professionals, Inc. 0.22% Reduce -2.8% 34,479 $1.7M
Mgo One Seven LLC 0.08% Reduce -0.9% 34,442 $1.7M
Curi Capital, LLC 0.04% Reduce -0.2% 34,400 $1.7M
Simplify Asset Management Inc. 0.12% Reduce -14.3% 34,152 $1.7M
Carnegie Investment Counsel 0.05% Reduce -32.2% 33,766 $1.7M
B. Riley Wealth Advisors, Inc. 0.05% Reduce -15.8% 34,113 $1.7M
McKinley Carter Wealth Services, Inc. 0.10% No change 33,455 $1.7M
WealthPlan Investment Management, LLC 0.17% No change 32,507 $1.6M
Mills Wealth Advisors LLC 1.12% No change 32,300 $1.6M
Blue Investment Partners LLC 0.67% Reduce -1.2% 32,007 $1.6M
Private Advisor Group, LLC 0.01% Reduce -1.0% 31,967 $1.6M
Atria Wealth Solutions, Inc. 0.02% Reduce -4.1% 30,678 $1.5M
Abacus Planning Group, Inc. 0.27% No change 30,219 $1.5M
Raymond James & Associates 0.00% Reduce -4.8% 30,143 $1.5M
Clarity Financial LLC 0.18% New 29,737 $1.5M
Ribbit Management Company, LLC 0.10% No change 29,309 $1.5M
Joseph P. Lucia & Associates, LLC 0.68% Reduce -6.3% 29,275 $1.5M
CRA Financial Services, LLC 0.27% Reduce -6.6% 29,114 $1.5M
Perigon Wealth Management, LLC 0.04% Reduce -6.7% 28,596 $1.4M
Truist Financial Corp. 0.00% Reduce -5.7% 28,547 $1.4M
Diligent Investors, LLC 0.33% Add +0.8% 28,369 $1.4M
Stifel Financial Corp. 0.00% Reduce -0.4% 28,307 $1.4M
Gainplan LLC 0.67% Add +0.4% 26,508 $1.4M
Integrated Advisors Network LLC 0.07% Add +3.0% 27,721 $1.4M
SJS Investment Consulting Inc. 0.24% No change 27,453 $1.4M
Osaic Holdings, Inc. 0.00% Reduce -6.6% 27,279 $1.4M
Canton Hathaway, LLC 0.34% No change 27,200 $1.4M
Sapient Capital LLC 0.03% Reduce -26.1% 27,153 $1.4M
Kennicott Capital Management LLC 0.53% No change 27,117 $1.4M
Belpointe Asset Management LLC 0.08% Add +193.3% 26,590 $1.3M
Summit Global Investments 0.09% Reduce -18.8% 26,413 $1.3M
Tsfg, LLC 0.29% No change 26,371 $1.3M
Choreo, LLC 0.02% Reduce -4.0% 27,089 $1.3M
Almanack Investment Partners, LLC. 0.21% Add +1.0% 25,884 $1.3M
SevenBridge Financial Group, LLC 0.25% Reduce -0.1% 18,785 $1.3M
Transcend Capital Advisors, LLC 0.09% No change 25,533 $1.3M
Fortem Financial Group, LLC 0.51% Add +2.1% 24,750 $1.2M
Jaffetilchin Investment Partners, LLC 0.09% Reduce -0.9% 24,418 $1.2M
Stansberry Asset Management, LLC 0.16% Reduce -4.7% 24,370 $1.2M
Equitable Holdings, Inc. 0.01% Add +42.5% 24,167 $1.2M
TRUE Private Wealth Advisors 0.14% Reduce -4.8% 23,859 $1.2M
Mainstay Capital Management LLC 0.20% No change 23,848 $1.2M
White Knight Strategic Wealth Advisors, LLC 1.09% Reduce -1.8% 23,740 $1.2M
Raymond James Financial Services Advisors, Inc. 0.00% Add +3.9% 23,675 $1.2M
Nwam LLC 0.07% New 23,490 $1.2M
Meridian Wealth Management, LLC 0.06% New 23,300 $1.2M
Quadcap Wealth Management, LLC 0.18% Add +10.2% 22,986 $1.2M
Wedbush Securities Inc. 0.04% Reduce -20.7% 22,928 $1.2M
Wilmington Savings Fund Society, FSB 0.02% Add +233.8% 22,630 $1.1M
Aurora Private Wealth, Inc. 0.89% Add +0.2% 22,578 $1.1M
Verdence Capital Advisors LLC 0.09% Reduce -0.1% 22,402 $1.1M
Pallas Capital Advisors LLC 0.05% No change 20,625 $1.1M
Prairie Wealth Advisors, Inc. 0.55% No change 22,183 $1.1M
Cynosure Group, LLC 0.16% Add +12.5% 22,072 $1.1M
Sharper & Granite LLC 0.49% No change 21,900 $1.1M
Moneta Group Investment Advisors LLC 0.02% Reduce -12.3% 21,730 $1.1M
Berger Financial Group, Inc 0.08% Reduce -1.1% 21,559 $1.1M
Royal Bank of Canada 0.00% Add +9.8% 21,516 $1.1M
Consolidated Portfolio Review Corp 0.24% Add +18.6% 21,487 $1.1M
Ieq Capital, LLC 0.01% Add +13.1% 21,044 $1.1M
Synovus Financial Corp. 0.01% Add +0.8% 20,956 $1.1M
Stratos Wealth Partners, LTD. 0.02% Add +2.8% 20,853 $1.1M
Ameritas Advisory Services, LLC 0.05% Reduce -14.6% 20,731 $1.0M
Signaturefd, LLC 0.02% Reduce -7.2% 20,351 $1.0M
Johnson Investment Counsel Inc. 0.01% Add +4.5% 20,305 $1.0M
Iridian Asset Management LLC 0.22% No change 20,300 $1.0M
VitalStone Financial, LLC 0.68% Add +0.2% 19,909 $1.0M
Soltis Investment Advisors LLC 0.10% Add +7.5% 19,820 $1.0M
Indie Asset Partners, LLC 0.74% Reduce -2.6% 19,494 $984K
Sprott Inc. 0.06% Reduce -7.5% 19,286 $974K
Plancorp, LLC 0.04% No change 19,194 $969K
Scotia Capital Inc. 0.01% New 19,183 $969K
AE Wealth Management LLC 0.01% Reduce -45.7% 18,247 $921K
Bellwether Advisors, LLC 0.18% Reduce -1.1% 18,051 $912K
HCR Wealth Advisors 0.12% Reduce -36.5% 17,850 $901K
Upper Left Wealth Management, LLC 0.78% Reduce -1.3% 19,005 $888K
Empower Advisory Group, LLC 0.00% Reduce -2.6% 17,572 $887K
Allworth Financial LP 0.01% Add +300.8% 17,521 $885K
Warberg Asset Management LLC 3.62% Add +176.5% 17,500 $884K
Blue Trust, Inc. 0.01% Add +10.1% 16,330 $869K
WCG Wealth Advisors LLC 0.06% Add +5.2% 17,085 $863K
Avantax Advisory Services, Inc. 0.01% Reduce -0.2% 17,032 $860K
Beam Wealth Advisors, Inc. 0.26% Add +10.2% 16,798 $848K
Pine Valley Investments Ltd Liability Co 0.06% Reduce -8.4% 16,741 $845K
Wealthcare Advisory Partners LLC 0.02% Reduce -4.6% 16,608 $839K
Clearstead Advisors, LLC 0.01% Add +2.5% 16,138 $815K
Obsidian Cio, LLC 0.17% Reduce -0.8% 16,063 $811K
Aries Wealth Management 0.22% Reduce -0.5% 16,016 $809K
Spectrum Planning & Advisory Services Inc. 0.77% Add +0.6% 15,789 $797K
Curran Financial Partners, LLC 0.23% Reduce -4.1% 15,756 $796K
Childress Capital Advisors, LLC 0.21% No change 15,614 $789K
Smith, Moore & Co. 0.07% Reduce -17.8% 14,995 $757K
Malaga Cove Capital, LLC 0.30% New 14,914 $753K
Finer Wealth Management, Inc. 0.46% Reduce -21.4% 14,911 $753K
Financial Counselors Inc. 0.01% No change 14,690 $742K
Dakota Wealth Management 0.02% Reduce -9.2% 14,471 $731K
Regions Financial Corp. 0.01% No change 14,417 $728K
Centaurus Financial, Inc. 0.05% Reduce -2.8% 14,424 $728K
Rothschild Investment LLC 0.05% No change 14,360 $725K
Formidable Asset Management, LLC 0.11% Reduce -14.6% 14,110 $713K
Compagnie Lombard Odier SCmA 0.01% Add +16.6% 14,050 $710K
Townsquare Capital LLC 0.01% Add +79.5% 14,023 $708K
EP Wealth Advisors, LLC 0.01% Add +74.0% 13,807 $697K
Deltec Asset Management LLC 0.14% No change 13,650 $689K
Philadelphia Trust Co. 0.05% Reduce -7.8% 13,620 $688K
Cherrydale Wealth Management, LLC 0.28% No change 13,531 $683K
Doliver Advisors, LP 0.19% Reduce -1.3% 13,526 $683K
Keystone Financial Group 0.09% Add +39.9% 13,381 $676K
Western Wealth Management, LLC 0.04% Add +0.8% 13,174 $665K
Pettinga Financial Advisors LLC 0.16% Reduce -58.4% 13,089 $661K
Mission Wealth Management, LP 0.02% Add +0.9% 13,017 $657K
Quadrant Private Wealth Management, LLC 0.16% Reduce -47.4% 13,003 $657K
Essex Financial Services, Inc. 0.05% Add +13.2% 12,174 $653K
Wealth Alliance Advisory Group, LLC 0.14% No change 12,894 $651K
Gables Capital Management Inc. 0.33% Reduce -9.8% 12,845 $649K
Firestone Capital Management 0.16% Reduce -14.5% 12,844 $649K
HB Wealth Management, LLC 0.01% Add +19.5% 12,831 $648K
PFG Investments, LLC 0.04% Add +60.1% 12,806 $647K
Aspen Grove Capital, LLC 0.14% No change 12,655 $639K
National Philanthropic Trust 0.01% No change 12,389 $626K
Savant Capital, LLC 0.01% Add +0.6% 12,316 $622K
NorthCoast Asset Management LLC 0.00% New 16,979 $622K
Modern Wealth Management, LLC 0.04% No change 12,221 $617K
Laidlaw Wealth Management LLC 0.30% Add +2.5% 12,138 $613K
Fiduciary Financial Group, LLC 0.14% Reduce -0.3% 12,374 $613K
Rathbones Group PLC 0.00% Reduce -0.9% 12,022 $607K
Fortis Capital Management LLC 0.12% Reduce -1.2% 11,939 $603K
Vista Finance, LLC 0.81% Reduce -4.9% 11,861 $599K
Traynor Capital Management, Inc. 0.05% Reduce -1.1% 11,796 $596K
Peapack Gladstone Financial Corp. 0.01% Reduce -0.0% 11,660 $588K
Howland Capital Management LLC 0.03% Reduce -0.3% 11,600 $586K
Catalina Capital Group, LLC 0.20% Reduce -21.3% 11,595 $586K
Embree Financial Group 0.10% No change 11,510 $581K
HBK Sorce Advisory LLC 0.02% Reduce -8.1% 11,471 $579K
Matrix Private Capital Group LLC 0.33% New 11,385 $575K
Valeo Financial Advisors, LLC 0.02% Add +11.5% 11,378 $575K
Ritholtz Wealth Management 0.02% Reduce -7.5% 11,279 $570K
Prime Capital Investment Advisors, LLC 0.01% Reduce -3.0% 10,999 $555K
Earned Wealth Advisors, LLC 0.17% No change 10,947 $553K
Windle Wealth, LLC 0.30% Reduce -20.1% 10,926 $552K
Silicon Valley Capital Partners 0.07% Add +16.1% 10,800 $545K
Bison Wealth, LLC 0.09% Reduce -11.1% 10,784 $545K
Beaird Harris Wealth Management, LLC 0.05% Reduce -26.4% 10,779 $544K
Bank of Montreal 0.00% Reduce -45.7% 10,388 $543K
Coppell Advisory Solutions LLC 0.08% No change 10,354 $542K
Good Life Advisors, LLC 0.03% Add +104.0% 10,572 $534K
Sage Investment Advisers LLC 0.56% Reduce -0.9% 10,500 $530K
Leo Wealth, LLC 0.05% Reduce -0.3% 10,488 $530K
Acorn Financial Advisory Services Inc. 0.09% Reduce -9.3% 10,262 $518K
Montag A & Associates Inc. 0.02% Reduce -1.9% 10,200 $515K
Chevy Chase Trust Holdings, LLC 0.00% No change 10,186 $514K
Pinnacle Associates Ltd. 0.01% Add +0.7% 14,816 $513K
Brown Brothers Harriman & Co. 0.00% Add +1.1% 10,110 $511K
FWG Holdings, LLC 0.25% Add +4.2% 9,177 $508K
New Republic Capital, LLC 0.29% No change 10,040 $507K
Clearwater Capital Advisors, LLC 0.05% Reduce -8.9% 10,009 $505K
Oxbow Advisors, LLC 0.05% No change 10,000 $505K
Montz Harcus Wealth Management LLC 0.29% No change 9,955 $503K
Horrell Capital Management, Inc. 0.15% Add +0.1% 8,743 $492K
Schneider Downs Wealth Management Advisors, LP 0.10% No change 9,685 $489K
Trevian Wealth Management LLC 0.40% New 9,688 $489K
Bedell Frazier Investment Counselling, LLC 0.12% Add +3.4% 9,612 $485K
Mesirow Financial Investment Management, Inc. 0.01% No change 9,497 $480K
Insight Advisors, LLC/ PA 0.08% No change 9,241 $467K
MADDEN SECURITIES Corp 0.20% Reduce -7.2% 9,085 $459K
Secure Asset Management, LLC 0.08% Add +39.5% 8,862 $448K
Safeguard Investment Advisory Group, LLC 0.13% Reduce -12.6% 8,699 $439K
Chicago Partners Investment Group LLC 0.02% Add +0.2% 8,237 $435K
Stephen J. Garry & Associates, LLC 0.41% Add +5.3% 8,438 $426K
PBMares Wealth Management LLC 0.09% Reduce -3.8% 8,383 $423K
Americana Partners, LLC 0.03% No change 8,360 $422K
Walled Lake Planning & Wealth Management, LLC 0.16% Add +8.2% 8,300 $419K
CreativeOne Wealth, LLC 0.01% Add +62.3% 8,261 $417K
Kathmere Capital Management, LLC 0.04% No change 8,141 $411K
Westmount Partners, LLC 0.12% Reduce -27.1% 8,107 $409K
Ascentis Independent Advisors 0.06% Reduce -4.2% 8,067 $407K
Cypress Wealth Services, LLC 0.08% Reduce -3.7% 8,062 $407K
MRP Capital Investments, LLC 0.38% Add +2.5% 7,955 $402K
Atlas Private Wealth Advisors 0.06% Add +1.3% 7,923 $400K
N.E.W. Advisory Services LLC 0.04% No change 7,919 $400K
Prospera Financial Services Inc 0.01% Add +26.7% 7,835 $396K
Axxcess Wealth Management, LLC 0.01% Reduce -5.8% 7,768 $392K
Mutual Advisors, LLC 0.01% Reduce -0.8% 7,180 $390K
Revolve Wealth Partners, LLC 0.06% Add +0.9% 7,712 $389K
Invesco Ltd. 0.00% Reduce -17.3% 7,610 $384K
Aveo Capital Partners, LLC 0.04% No change 7,606 $384K
Evergreen Capital Management LLC 0.01% No change 7,525 $380K
Executive Wealth Management, LLC 0.03% New 7,497 $379K
Flagstar Securities, Inc. 0.10% Add +2.7% 7,472 $377K
Quent Capital, LLC 0.04% Add +1563.9% 7,288 $369K
Thrivent Financial for Lutherans 0.00% No change 7,262 $367K
Park Avenue Securities LLC 0.00% Reduce -1.0% 7,175 $362K
Mirador Capital Partners LP 0.06% No change 7,113 $359K
Oliver Lagore Vanvalin Investment Group 0.10% Reduce -70.3% 7,030 $355K
RVW Wealth, LLC 0.03% No change 6,959 $351K
Samalin Investment Counsel, LLC 0.15% Reduce -0.1% 6,944 $351K
NorthRock Partners, LLC 0.01% Add +19.2% 6,942 $351K
NCM Capital Management, LLC 0.17% No change 6,923 $350K
Heritage Family Offices, LLP 0.18% No change 6,880 $347K
Global Assets Advisory, LLC 0.19% Reduce -0.3% 7,051 $346K
Dynamic Advisor Solutions LLC 0.01% Add +14.0% 6,844 $346K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.03% Add +5.2% 6,842 $346K
Main Street Financial Solutions, LLC 0.03% Add +2.3% 6,813 $344K
IPG Investment Advisors LLC 0.07% Reduce -52.4% 6,811 $344K
Stratos Wealth Advisors, LLC 0.02% Reduce -0.3% 6,807 $344K
Sinecera Capital, LLC 0.41% No change 6,806 $344K
Orion Porfolio Solutions, LLC 0.00% Reduce -7.0% 6,772 $342K
Orion Portfolio Solutions, LLC 0.00% Reduce -7.0% 6,772 $342K
Silvercrest Asset Management Group LLC 0.00% No change 6,750 $341K
Insigneo Advisory Services, LLC 0.03% Reduce -7.7% 6,711 $339K
Meixler Investment Management, Ltd. 0.25% Reduce -4.0% 6,702 $338K
Woodley Farra Manion Portfolio Management Inc. 0.02% No change 6,698 $338K
Bulltick Wealth Management, LLC 0.08% Add +3.1% 6,667 $337K
Foundation Wealth Management, LLC 0.25% No change 6,647 $336K
J.W. Cole Advisors, Inc. 0.01% Reduce -15.5% 6,627 $335K
SouthState Bank Corp 0.02% No change 6,606 $334K
Carret Asset Management, LLC 0.04% No change 6,438 $325K
Stephenson & Company, Inc. 0.22% No change 6,400 $323K
Riverview Capital Advisers, LLC 0.10% No change 6,373 $322K
McDonald Partners LLC 0.08% No change 6,280 $317K
American Capital Advisory, LLC 0.18% New 6,252 $316K
Evercore Wealth Management, LLC 0.00% No change 6,250 $316K
Csenge Advisory Group 0.02% Reduce -4.2% 6,273 $315K
Priebe Wealth Holdings LLC 0.23% No change 6,230 $315K
Cibc World Market Inc. 0.00% Add +15.4% 6,171 $312K
Channel Wealth LLC 0.10% No change 6,150 $311K
Strategies Wealth Advisors, LLC 0.04% Add +2.5% 6,140 $310K
Revisor Wealth Management LLC 0.19% No change 6,119 $309K
Portfolio Strategies, Inc. 0.04% No change 6,113 $309K
Sandbox Financial Partners, LLC 0.11% Add +2.4% 6,108 $308K
Koshinski Asset Management, Inc. 0.03% Add +10.1% 6,095 $308K
Cannell & Spears LLC 0.01% No change 6,065 $306K
Sfmg, LLC 0.02% Reduce -1.2% 6,063 $306K
Mountain Capital Investment Advisors Inc. 0.07% Reduce -3.2% 4,274 $304K
Flynn Zito Capital Management, LLC 0.15% No change 6,026 $304K
Garde Capital, Inc. 0.02% No change 6,013 $304K
Flagship Harbor Advisors, LLC 0.02% Reduce -0.5% 6,008 $303K
Morling Financial Advisors, LLC 0.12% No change 6,001 $303K
Edge Wealth Management LLC 0.06% No change 5,988 $302K
Comerica Bank 0.00% Add +10.7% 5,967 $301K
Hantz Financial Services, Inc. 0.01% No change 5,879 $297K
Moloney Securities Asset Management, LLC 0.04% No change 5,842 $295K
Arlington Capital Management, Inc. 0.24% No change 5,834 $295K
Innova Wealth Partners 0.24% New 5,834 $295K
Forvis Mazars Wealth Advisors, LLC 0.01% Reduce -1.7% 5,755 $291K
Great Valley Advisor Group, Inc. 0.01% Add +0.3% 5,710 $288K
Kelleher Financial Advisors 0.11% Reduce -8.1% 5,711 $288K
AlphaStar Capital Management, LLC 0.02% No change 5,688 $287K
ARS Wealth Advisors Group, LLC 0.04% No change 5,682 $287K
Arete Wealth Advisors, LLC 0.02% Reduce -85.0% 5,665 $286K
OneDigital Investment Advisors LLC 0.00% Reduce -13.0% 5,634 $285K
Able Wealth Management LLC 0.21% No change 5,613 $283K
CMG Global Holdings, LLC 0.16% No change 5,592 $282K
Argent Trust Co 0.01% No change 5,520 $279K
Cardiff Park Advisors, LLC 0.03% No change 5,500 $278K
Royal Fund Management, LLC 0.02% New 5,500 $278K
Edge Capital Group, LLC 0.01% Add +26.0% 5,489 $277K
Magnus Financial Group LLC 0.03% Reduce -2.0% 5,439 $275K
Forum Financial Management, LP 0.00% Add +0.1% 5,401 $273K
Verity Asset Management, Inc. 0.10% No change 5,366 $272K
Lifeworks Advisors, LLC 0.05% Add +20.9% 5,381 $272K
Bluespring Wealth Management, LLC 0.03% Reduce -1.8% 5,378 $272K
Destiny Wealth Partners, LLC 0.05% No change 5,356 $270K
Parallel Advisors, LLC 0.01% Add +22.9% 5,354 $270K
Financial Insights, Inc. 0.09% No change 5,232 $264K
Trek Financial, LLC 0.02% Reduce -31.0% 5,229 $264K
Magnolia Capital Advisors LLC 0.13% No change 5,225 $264K
Journey Advisory Group, LLC 0.03% No change 4,915 $262K
Retirement Planning Co of New England, Inc. 0.13% Add +89.0% 8,857 $260K
Strategic Wealth Partners, Ltd. 0.03% Reduce -2.9% 5,150 $260K
SteelPeak Wealth, LLC 0.01% Add +30.9% 5,140 $260K
Snowden Capital Advisors LLC 0.01% Reduce -2.4% 5,076 $256K
Affinity Capital Advisors, LLC 0.05% Reduce -0.2% 5,050 $255K
Avantax Planning Partners, Inc. 0.01% No change 5,026 $254K
Harvest Investment Services, LLC 0.08% Add +4.7% 5,007 $253K
Graybill Wealth Management, LTD. 0.09% No change 5,000 $253K
Money Concepts Capital Corp. 0.02% No change 4,985 $252K
Janney Montgomery Scott LLC 0.00% Reduce -17.8% 4,970 $251K
Ancora Advisors LLC 0.01% No change 4,967 $251K
Howe & Rusling Inc. 0.02% Reduce -94.0% 4,873 $246K
Inscription Capital, LLC 0.04% No change 4,866 $246K
Vima LLC 0.50% Reduce -2.6% 4,820 $243K
Silver Oak Securities, Incorporated 0.03% Add +19.1% 4,707 $243K
Sterling Investment Counsel, LLC 0.09% Reduce -0.6% 4,803 $243K
Composition Wealth, LLC 0.01% No change 4,798 $242K
Onyx Bridge Wealth Group LLC 0.04% Add +2.6% 4,729 $239K
Focus Partners Advisor Solutions, LLC 0.01% New 4,726 $239K
WoodTrust Financial Corp 0.03% New 4,703 $238K
Sunbelt Securities, Inc. 0.02% Add +8.7% 4,697 $237K
HRC Wealth Management, LLC 0.15% No change 4,682 $236K
DeDora Capital, Inc. 0.07% Reduce -10.8% 4,663 $235K
Sound Income Strategies, LLC 0.02% Add +6.3% 4,651 $235K
Commerce Bank 0.00% Add +2.2% 4,621 $233K
United Asset Strategies, Inc. 0.02% Reduce -17.6% 4,618 $233K
Joel Isaacson & Co., LLC 0.01% Reduce -46.5% 4,608 $233K
Correct Capital Wealth Management 0.05% Reduce -83.4% 4,600 $232K
Impact Partnership Wealth, LLC 0.05% Add +0.6% 4,575 $231K
Capital Investment Advisory Services, LLC 0.02% Add +16.8% 4,556 $230K
Private Advisory Group LLC 0.03% Reduce -36.4% 4,543 $229K
Nicholas Hoffman & Company, LLC. 0.01% Reduce -0.1% 4,507 $228K
Ellsworth Advisors, LLC 0.06% No change 4,500 $227K
Mill Creek Capital Advisors, LLC 0.01% No change 4,435 $224K
Blackhawk Capital Partners, LLC 0.12% No change 4,424 $223K
Schnieders Capital Management LLC 0.04% No change 4,414 $223K
SignalPoint Asset Management, LLC 0.05% No change 4,257 $223K
Fermata Advisors, LLC 0.04% Reduce -18.8% 4,312 $218K
Smart Money Group LLC 0.08% Reduce -2.0% 3,892 $216K
Jeppson Wealth Management, LLC 0.08% Reduce -0.3% 4,280 $216K
Kingsview Wealth Management, LLC 0.00% Reduce -18.0% 4,243 $214K
Two Sigma Securities, LLC 0.02% New 4,242 $214K
SeaCrest Wealth Management, LLC 0.02% Reduce -24.5% 4,212 $213K
FSA Advisors, Inc. 0.21% No change 4,011 $211K
Clear Creek Financial Management, LLC 0.02% Reduce -2.7% 4,162 $210K
Old Mission Investment Co LLC 0.06% Reduce -9.7% 4,129 $209K
Robertson Stephens Wealth Management, LLC 0.01% No change 4,121 $208K
SlateStone Wealth, LLC 0.02% No change 4,113 $208K
Brighton Jones LLC 0.01% No change 4,117 $208K
Synergy Asset Management, LLC 0.03% Reduce -3.2% 4,105 $207K
Cornerstone Wealth Management, LLC 0.01% Add +6.7% 4,100 $207K
E&G Advisors, LLC 0.06% No change 4,050 $205K
Panoramic Investment Advisors, LLC 0.14% — 4,047 $204K
Level Financial Advisors 0.08% New 4,041 $204K
Marshall & Sullivan Inc. 0.10% No change 4,040 $204K
Investmark Advisory Group LLC 0.10% No change 4,038 $204K
Trilogy Capital Inc. 0.01% Reduce -6.1% 4,037 $204K
Sepio Capital, LP 0.02% Reduce -7.8% 4,000 $202K
Concurrent Investment Advisors, LLC 0.01% Add +0.4% 3,998 $202K
AdvisorNet Financial, Inc 0.01% Reduce -2.5% 3,984 $201K
EverSource Wealth Advisors, LLC 0.01% Reduce -22.2% 3,840 $194K
International Assets Investment Management, LLC 0.02% No change 3,830 $193K
HHM Wealth Advisors, LLC 0.03% No change 3,740 $189K
Farther Finance Advisors, LLC 0.01% Add +193.8% 3,664 $185K
Arax Advisory Partners 0.02% No change 3,545 $179K
Parkside Financial Bank & Trust 0.02% No change 3,535 $179K
Oarsman Capital, Inc. 0.03% New 3,523 $178K
Icon Wealth Advisors, LLC 0.01% New 3,246 $164K
Headlands Technologies LLC 0.02% Reduce -11.4% 3,187 $161K
North Star Investment Management Corp. 0.01% Add +21.6% 3,100 $157K
Spectrum Wealth Counsel, LLC 0.02% No change 3,040 $154K
Highline Wealth Partners LLC 0.05% Reduce -44.8% 2,914 $147K
Morgan Stanley 0.00% Add +3.6% 2,879 $145K
Cwm, LLC 0.00% Add +255.3% 2,782 $140K
LFA - Lugano Financial Advisors SA 0.09% No change 2,750 $139K
SOA Wealth Advisors, LLC. 0.03% Reduce -8.7% 2,718 $137K
Kathleen S. Wright Associates Inc. 0.06% Add +58.7% 4,209 $137K
TD Waterhouse Canada Inc. 0.00% Reduce -19.3% 2,715 $133K
Glass Jacobson Investment Advisors llc 0.04% Add +29.8% 2,590 $131K
FMR LLC 0.00% Reduce -63.3% 2,498 $126K
Mather Group, Llc. 0.00% Reduce -46.7% 2,411 $122K
Annapolis Financial Services, LLC 0.04% No change 2,362 $119K
UMB Bank, n.a. 0.00% Reduce -2.3% 2,338 $118K
Castleview Partners, LLC 0.07% Reduce -53.9% 2,310 $117K
JNBA Financial Advisors 0.01% No change 2,250 $114K
Wells Fargo & Company 0.00% No change 2,245 $113K
Bogart Wealth, LLC 0.01% Add +20.8% 2,195 $111K
Richardson Capital Management LLC 0.08% No change 2,184 $110K
Whittier Trust Co. 0.00% No change 2,184 $110K
Lindbrook Capital, LLC 0.01% Add +2.5% 2,028 $102K
Fairscale Capital, LLC 0.09% No change 2,024 $102K
Sandy Spring Bank 0.00% Reduce -3.8% 2,019 $102K
Western Pacific Wealth Management, LP 0.07% No change 2,000 $101K
Ransom Advisory, Ltd 0.05% Add +33.3% 2,000 $101K
Asset Dedication, LLC 0.01% Add +140.6% 1,807 $91K
Salem Investment Counselors Inc. 0.00% No change 1,773 $90K
IFP Advisors, Inc 0.00% Reduce -46.0% 1,760 $89K
Legacy Investment Solutions, LLC 0.05% — 1,235 $88K
Legacy Wealth Managment, LLC 0.05% — 1,235 $88K
Plante Moran Financial Advisors, LLC 0.01% Add +17.3% 1,667 $84K
Pathway Financial Advisers, LLC 0.04% Reduce -2.0% 1,617 $82K
Optimum Investment Advisors 0.03% No change 1,500 $76K
CENTRAL TRUST Co 0.00% Reduce -38.1% 1,500 $76K
Atticus Wealth Management, LLC 0.02% Add +175.5% 1,452 $73K
Cornerstone Planning Group LLC 0.02% Add +8.6% 1,270 $73K
Wolff Wiese Magana LLC 0.05% Add +70.8% 1,411 $71K
Colonial Trust Advisors 0.01% No change 1,410 $71K
Jackson, Grant Investment Advisers, Inc. 0.03% No change 1,387 $70K
Abich Financial Wealth Management LLC 0.15% Reduce -4.0% 1,323 $67K
Edmond DE Rothschild Holding S.A. 0.00% No change 1,300 $66K
Richard W. Paul & Associates, LLC 0.02% Reduce -22.1% 1,273 $64K
Huntington National Bank 0.00% Reduce -44.4% 1,252 $63K
Hollencrest Capital Management 0.00% Add +40.6% 1,195 $60K
JDM Financial Group LLC 0.03% No change 1,183 $60K
McIlrath & Eck, LLC 0.01% No change 1,183 $60K
Tidemark, LLC 0.02% No change 1,144 $58K
Tompkins Financial Corp. 0.01% No change 1,141 $58K
Creekmur Asset Management LLC 0.01% Reduce -12.0% 1,119 $57K
Safe Harbor Fiduciary, LLC 0.05% — 1,114 $56K
Main Management LLC 0.00% No change 1,100 $56K
WR Wealth Planners, LLC 0.02% Reduce -26.9% 1,090 $55K
Guardian Wealth Management, Inc. 0.04% Reduce -0.8% 1,087 $55K
Manchester Capital Management LLC 0.01% Reduce -4.4% 1,080 $55K
Abound Wealth Management 0.02% New 1,030 $52K
Roble, Belko & Company, Inc 0.01% No change 1,023 $52K
Dunhill Financial, LLC 0.03% No change 1,006 $51K
Glen Eagle Advisors, LLC 0.01% No change 1,002 $51K
Future Financial Wealth Managment LLC 0.04% New 1,000 $51K
Atwood & Palmer Inc. 0.00% No change 986 $50K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -62.6% 967 $49K
Bfsg, LLC 0.01% No change 910 $46K
Ascentis Wealth Management, LLC 0.02% — 903 $46K
St Germain D J Co. Inc. 0.00% No change 833 $42K
PFS Partners, LLC 0.02% No change 788 $40K
JPMorgan Chase & Co. 0.00% Reduce -2.0% 775 $39K
Steward Partners Investment Advisory, LLC 0.00% Add +17.1% 752 $38K
Creative Financial Designs Inc. 0.00% No change 709 $36K
Frazier Financial Advisors, LLC 0.03% No change 700 $35K
Trust Co 0.00% No change 689 $35K
Global Wealth Strategies & Associates 0.01% Add +29.5% 658 $33K
Bokf, NA 0.00% No change 675 $33K
Avondale Wealth Management 0.02% No change 625 $32K
Hoey Investments, Inc. 0.01% No change 583 $31K
Harbor Investment Advisory, LLC 0.00% Add +4.5% 576 $29K
CNB Bank 0.01% No change 570 $29K
ORG Partners LLC 0.00% Reduce -84.2% 564 $28K
Valley National Advisers Inc. 0.01% Add +3.6% 573 $28K
Clear Point Advisors Inc. 0.02% No change 532 $27K
Pension & Wealth Management Advisors, Inc. 0.01% No change 500 $25K
GS Investments, Inc. 0.01% No change 500 $25K
Avior Wealth Management, LLC 0.00% Reduce -16.7% 498 $25K
Ulland Investment Advisors, LLC 0.02% No change 500 $25K
DHJJ Financial Advisors, Ltd. 0.01% No change 491 $25K
Financial Perspectives, Inc 0.01% No change 485 $24K
Centerpoint Advisors, LLC 0.01% No change 450 $23K
National Bank of Canada 0.00% Add +120.5% 441 $22K
Toth Financial Advisory Corp. 0.00% Reduce -0.2% 440 $22K
Dixon Mitchell Investment Counsel Inc. 0.00% No change 425 $21K
Bartlett & Co. Wealth Management LLC 0.00% No change 415 $21K
SWAN Capital LLC 0.01% No change 411 $21K
Addison Advisors LLC 0.01% No change 400 $20K
Delta Asset Management LLC 0.00% No change 380 $19K
Strengthening Families & Communities, LLC 0.00% No change 372 $19K
GPS Wealth Strategies Group, LLC 0.00% No change 353 $18K
M&R Capital Management Inc. 0.00% No change 350 $18K
Planning Capital Management Corp 0.01% New 320 $16K
Brown, Lisle/Cummings, Inc. 0.00% No change 300 $15K
Rise Advisors, LLC 0.01% No change 298 $15K
Tradewinds Capital Management, LLC 0.00% No change 269 $14K
Activest Wealth Management 0.00% No change 264 $13K
Oakworth Capital, Inc. 0.00% No change 259 $13K
First PREMIER Bank 0.00% No change 250 $13K
JFS Wealth Advisors, LLC 0.00% No change 256 $13K
Signature Resources Capital Management, LLC 0.01% No change 236 $12K
Carolina Wealth Advisors, LLC 0.01% No change 235 $12K
Nvwm, LLC 0.00% No change 228 $12K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -31.0% 227 $11K
Macroview Investment Management LLC 0.01% No change 217 $11K
Bear Mountain Capital, Inc. 0.00% No change 200 $11K
GHP Investment Advisors, Inc. 0.00% No change 210 $11K
Strategic Investment Solutions, Inc. 0.00% New 209 $11K
Investment Research & Advisory Group, Inc. 0.00% New 1,848 $10K
Flaharty Asset Management, LLC 0.00% New 195 $10K
Kozak & Associates, Inc. 0.00% No change 182 $10K
Ameritas Investment Partners, Inc. 0.00% No change 190 $10K
Jones Financial Companies LLLP 0.00% New 182 $10K
Carmichael Hill & Associates, Inc. 0.00% No change 186 $9K
Atlas Capital Advisors Inc. 0.00% No change 186 $9K
WFA Asset Management Corp 0.01% No change 182 $9K
Boyd Watterson Asset Management LLC 0.00% No change 182 $9K
GeoWealth Management, LLC 0.00% New 167 $8K
Evermay Wealth Management LLC 0.00% No change 166 $8K
Federation des caisses Desjardins du Quebec 0.00% Reduce -14.7% 162 $8K
Atlantic Edge Private Wealth Management, LLC 0.00% No change 160 $8K
Householder Group Estate & Retirement Specialist, LLC 0.00% No change 164 $8K
Versant Capital Management, Inc 0.00% No change 151 $8K
FWL Investment Management, LLC 0.00% Reduce -62.5% 150 $8K
Independence Bank of Kentucky 0.00% No change 150 $8K
Bellevue Asset Management, LLC 0.00% No change 145 $7K
Capital Analysts, LLC 0.00% New 130 $7K
Eagle Bay Advisors LLC 0.00% New 130 $7K
Harbour Investments, Inc. 0.00% Reduce -64.1% 126 $6K
Bank of America Corp. 0.00% Add +207.7% 120 $6K
Financial Gravity Companies, Inc. 0.00% — 112 $6K
Global Financial Private Client, LLC 0.00% No change 111 $6K
Davis Capital Management 0.00% No change 105 $5K
Ridgewood Investments LLC 0.00% No change 100 $5K
Caldwell Sutter Capital, Inc. 0.00% No change 100 $5K
Barrett & Company, Inc. 0.00% No change 100 $5K
Missouri Trust & Investment Co 0.00% No change 100 $5K
Westside Investment Management, Inc. 0.00% New 100 $5K
Concord Wealth Partners 0.00% Reduce -66.7% 100 $5K
City Holding Co. 0.00% No change 100 $5K
BOK Financial Private Wealth, Inc. 0.00% No change 100 $5K
Armstrong Advisory Group, Inc. 0.00% No change 100 $5K
Robinson Capital Management, LLC 0.00% No change 100 $5K
Washington Growth Strategies LLC 0.19% — 136 $5K
CVA Family Office, LLC 0.00% No change 96 $5K
Milestone Investment Advisors LLC 0.00% No change 74 $4K
Laurel Wealth Advisors LLC 0.00% No change 74 $4K
Venturi Wealth Management, LLC 0.00% Reduce -18.2% 72 $4K
Assetmark, Inc. 0.00% Reduce -9.0% 61 $3K
Game Plan Financial Advisors, LLC 0.00% No change 60 $3K
Thompson Investment Management, Inc. 0.00% No change 60 $3K
Gen-Wealth Partners Inc 0.00% No change 50 $3K
FSA Wealth Management LLC 0.00% — 94 $3K
WFA of San Diego, LLC 0.00% No change 52 $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
Beacon Capital Management, LLC 0.00% No change 35 $2K
Friedenthal Financial 0.00% No change 33 $2K
CarsonAllaria Wealth Management, Ltd. 0.00% No change 29 $1K
Pittenger & Anderson Inc. 0.00% No change 24 $1K
Prestige Wealth Management Group LLC 0.00% Add +1900.0% 20 $1K
Coastline Trust Co 0.00% New 20 $1K
DiNuzzo Private Wealth, Inc. 0.00% New 20 $1K
Voisard Asset Management Group, Inc. 0.00% No change 17 $859
Cranbrook Wealth Management, LLC 0.00% New 10 $505
Colonial Trust Co / SC 0.00% No change 10 $505
West Oak Capital, LLC 0.00% Add +100.0% 640 $180
Nemes Rush Group LLC 0.00% No change 2 $126
Arcadia Investment Advisors LLC 0.00% No change 1 $51
PrairieView Partners, LLC 0.00% Add +50.0% 15 $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.