Grayscale Bitcoin Trust ETFGBTCETF
13F holders, Q4 2024 (December 31)756holders +136
134new positions
37sold out
5famous investors
$73.80avg. 13F price*
At the end of Q4 2024, 756 institutions reported holding Grayscale Bitcoin Trust ETF (GBTC) in their 13F filings, up 136 from Q3 2024. 134 opened new positions and 37 sold out. The largest holders were Horizon Kinetics Asset Management LLC ($1.1B), Multicoin Capital Management, LLC ($97.8M) and LPL Financial LLC ($83.0M). 5 famous investors held it, including Francois Rochon (0.0% of Giverny Capital's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Grayscale Bitcoin Trust ETF
- CUSIP
- 389637109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 134 | $85.0M |
| Exits | 37 | $28.6M |
All 13F filers, Q3 2024 → Q4 2024: 2,031,537 shares bought and 4,138,505 shares sold, net −2,106,968 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 756 holders
| Horizon Kinetics Asset Management LLC | 14.17% | Reduce -0.3% | 15,168,163 | $1.1B |
| Multicoin Capital Management, LLC | 26.16% | No change | 1,321,808 | $97.8M |
| LPL Financial LLC | 0.03% | Add +0.4% | 1,121,456 | $83.0M |
| HighTower Advisors, LLC | 0.07% | Reduce -3.1% | 669,060 | $49.5M |
| Greenwich Wealth Management LLC | 3.12% | Reduce -40.2% | 643,635 | $44.2M |
| Wealthfront Advisers LLC | 0.10% | Reduce -12.5% | 442,362 | $32.7M |
| EagleClaw Capital Managment, LLC | 4.73% | Reduce -0.3% | 403,354 | $29.9M |
| Mad River Investors | 13.27% | Reduce -1.0% | 385,806 | $28.6M |
| Moors & Cabot, Inc. | 1.28% | Reduce -1.7% | 362,665 | $26.8M |
| Beaumont Financial Advisors, LLC | 1.87% | Reduce -7.2% | 335,935 | $24.9M |
| One Charles Private Wealth Services, LLC | 7.34% | Reduce -1.5% | 294,713 | $21.8M |
| Kingswood Wealth Advisors, LLC | 1.58% | Reduce -3.9% | 285,067 | $21.1M |
| Cambridge Investment Research Advisors, Inc. | 0.07% | Reduce -3.3% | 279,805 | $20.7M |
| Commonwealth Equity Services, LLC | 0.03% | Reduce -4.1% | 248,820 | $18.4M |
| Focus Partners Wealth | 0.05% | Reduce -66.7% | 242,752 | $18.0M |
| Cresset Asset Management, LLC | 0.08% | Reduce -27.7% | 236,227 | $17.5M |
| Cetera Investment Advisers | 0.03% | Reduce -10.2% | 221,267 | $16.4M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Add +26.3% | 221,153 | $16.4M |
| Jane Street Group, LLC | 0.02% | Add +106.3% | 202,902 | $15.0M |
| Millennium Management | 0.01% | Add +66.2% | 166,177 | $12.3M |
| Kestra Advisory Services, LLC | 0.07% | Add +27.3% | 165,066 | $12.2M |
| Aristides Capital LLC | 3.82% | Add +12.1% | 164,931 | $12.2M |
| Mariner, LLC | 0.02% | Add +11.3% | 156,027 | $11.6M |
| Atlas Wealth Partners, LLC | 14.29% | Reduce -0.9% | 152,552 | $11.3M |
| RBF Capital, LLC | 0.58% | No change | 150,000 | $11.1M |
| Flow Traders U.S. LLC | 0.44% | New | 149,745 | $11.1M |
| Foundations Investment Advisors, LLC | 0.21% | Add +25.7% | 143,835 | $10.6M |
| SLT Holdings LLC | 9.89% | — | 137,838 | $10.2M |
| Sloy Dahl & Holst, LLC | 1.28% | Reduce -7.6% | 136,312 | $10.1M |
| Pasadena Private Wealth, LLC | 2.05% | Reduce -2.7% | 134,988 | $10.0M |
| Lido Advisors, LLC | 0.06% | Add +113.9% | 134,124 | $9.9M |
| Brookstone Capital Management | 0.14% | Add +1.3% | 128,233 | $9.5M |
| Fielder Capital Group LLC | 2.90% | Reduce -2.0% | 125,728 | $9.3M |
| Lakewood Capital Management, LP | 0.86% | No change | 123,500 | $9.1M |
| Innovative Advisory Group, LLC | 7.78% | — | 117,952 | $8.7M |
| Sequoia Financial Advisors, LLC | 0.08% | Reduce -35.5% | 116,047 | $8.6M |
| Independent Financial Group, LLC | 0.28% | Add +2.6% | 115,077 | $8.5M |
| Birch Hill Investment Advisors LLC | 0.38% | Reduce -19.3% | 110,970 | $8.2M |
| Blair William & Co. | 0.02% | Add +1.0% | 109,413 | $8.1M |
| Once Capital Management, LLC | 3.62% | No change | 107,700 | $8.0M |
| Discovery Capital Management, LLC / CT | 0.55% | New | 107,400 | $7.9M |
| Claro Advisors Inc. | 1.07% | Reduce -0.9% | 106,842 | $7.9M |
| Larson Financial Group LLC | 0.41% | Add +3.4% | 105,929 | $7.8M |
| Citrine Capital LLC | 5.69% | — | 104,309 | $7.7M |
| Fiduciary Alliance LLC | 0.78% | Add +35.3% | 103,771 | $7.7M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -17.4% | 101,664 | $7.5M |
| Blue Square Asset Management, LLC | 3.61% | Reduce -8.8% | 97,934 | $7.2M |
| Red Door Wealth Management, LLC | 1.11% | Add +1.5% | 97,841 | $7.2M |
| Variant Private Wealth, LLC | 6.78% | — | 96,101 | $7.1M |
| Traphagen Investment Advisors LLC | 0.72% | Reduce -6.0% | 95,290 | $7.1M |
| Van Hulzen Asset Management, LLC | 0.46% | Reduce -5.7% | 85,278 | $6.3M |
| Virtu Financial LLC | 0.33% | New | 84,417 | $6.2M |
| Beck Capital Management, LLC | 1.65% | Reduce -1.7% | 84,083 | $6.2M |
| NewEdge Wealth, LLC | 0.10% | No change | 80,958 | $6.0M |
| Creative Planning | 0.01% | Reduce -5.3% | 78,858 | $5.8M |
| Intellectus Partners, LLC | 1.29% | Reduce -1.6% | 78,684 | $5.8M |
| Moneco Advisors, LLC | 0.61% | Add +1.5% | 78,108 | $5.8M |
| ICONIQ Capital, LLC | 0.09% | No change | 77,932 | $5.8M |
| Fiduciary Trust Co | 0.08% | No change | 77,115 | $5.7M |
| Old Mission Capital LLC | 0.13% | New | 75,118 | $5.6M |
| Consolidated Portfolio Review Corp | 0.87% | Add +246.0% | 74,339 | $5.5M |
| Haven Private, LLC | 3.03% | — | 73,410 | $5.4M |
| Ascension Capital Advisors, Inc. | 2.33% | Reduce -2.7% | 72,191 | $5.3M |
| Legacy Wealth Asset Management, LLC | 1.45% | Reduce -22.2% | 71,749 | $5.3M |
| Guild Investment Management, Inc. | 5.45% | Reduce -50.0% | 67,595 | $5.0M |
| Seldon Capital LP | 2.00% | No change | 66,107 | $4.9M |
| Merit Financial Group, LLC | 0.09% | Add +74.1% | 65,738 | $4.9M |
| Global Retirement Partners, LLC | 0.14% | Reduce -6.4% | 64,930 | $4.8M |
| Mercer Global Advisors Inc. | 0.01% | Add +31.3% | 64,854 | $4.8M |
| Bleakley Financial Group, LLC | 0.14% | Add +3.8% | 62,702 | $4.6M |
| J. Safra Sarasin Holding AG | 0.08% | No change | 61,050 | $4.5M |
| Convergence Financial, LLC | 0.85% | Reduce -1.6% | 57,700 | $4.3M |
| SJS Investment Consulting Inc. | 0.74% | Add +109.7% | 57,565 | $4.3M |
| Verde Capital Management | 1.20% | Reduce -5.1% | 57,503 | $4.3M |
| NTV Asset Management LLC | 0.56% | Reduce -1.7% | 57,487 | $4.3M |
| Advisory Services Network, LLC | 0.08% | Add +10.1% | 56,854 | $4.2M |
| Raymond James Financial Inc. | 0.00% | — | 56,810 | $4.2M |
| Kestra Private Wealth Services, LLC | 0.07% | Add +17.7% | 56,476 | $4.2M |
| Keystone Financial Group | 0.41% | Add +309.0% | 54,729 | $4.2M |
| Smithfield Trust Co | 0.21% | No change | 56,195 | $4.2M |
| Pekin Hardy Strauss, Inc. | 0.52% | Reduce -18.8% | 55,457 | $4.1M |
| Bray Capital Advisors | 1.09% | No change | 54,261 | $4.0M |
| Brown Advisory Inc. | 0.00% | Add +0.4% | 51,683 | $3.8M |
| Wealthspire Advisors, LLC | 0.04% | Add +9.4% | 50,416 | $3.7M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -96.5% | 49,183 | $3.6M |
| NewEdge Advisors, LLC | 0.02% | Add +2.8% | 48,310 | $3.6M |
| US Bancorp \de | 0.00% | Add +2.4% | 48,016 | $3.6M |
| Epiq Partners, LLC | 2.00% | Reduce -13.7% | 47,900 | $3.5M |
| Pathstone Holdings, LLC | 0.02% | Add +5.4% | 47,761 | $3.5M |
| Captrust Financial Advisors | 0.01% | Reduce -5.4% | 47,680 | $3.5M |
| White Knight Strategic Wealth Advisors, LLC | 1.47% | Add +100.0% | 47,488 | $3.5M |
| Integrated Wealth Concepts LLC | 0.04% | Add +20.0% | 46,772 | $3.5M |
| PNC Financial Services Group, Inc. | 0.00% | No change | 46,522 | $3.4M |
| Proficio Capital Partners LLC | 0.28% | No change | 46,112 | $3.4M |
| Cerity Partners LLC | 0.01% | Add +1.7% | 45,660 | $3.4M |
| Fagan Associates, Inc. | 0.52% | Reduce -27.1% | 44,508 | $3.3M |
| Certior Financial Group, LLC | 2.88% | — | 43,832 | $3.2M |
| Prosperity Financial Group, Inc. | 1.61% | New | 43,501 | $3.2M |
| Watts Gwilliam & Co., LLC | 0.67% | No change | 41,767 | $3.2M |
| Cyndeo Wealth Partners, LLC | 0.21% | Reduce -1.6% | 42,857 | $3.2M |
| Osaic Holdings, Inc. | 0.01% | Add +51.1% | 41,208 | $3.1M |
| Sanctuary Advisors, LLC | 0.02% | Reduce -5.8% | 36,332 | $3.0M |
| Gallacher Capital Management LLC | 1.49% | Reduce -1.0% | 40,531 | $3.0M |
| Visionary Wealth Advisors | 0.18% | Add +2.4% | 40,390 | $3.0M |
| Sowell Financial Services LLC | 0.16% | Reduce -24.3% | 39,849 | $2.9M |
| Private Advisor Group, LLC | 0.02% | Add +24.6% | 39,845 | $2.9M |
| DRW Securities, LLC | 0.20% | New | 39,051 | $2.9M |
| Interchange Capital Partners, LLC | 1.03% | Reduce -4.1% | 38,362 | $2.8M |
| Waverly Advisors, LLC | 0.04% | Reduce -9.7% | 37,883 | $2.8M |
| PYA Waltman Capital, LLC | 0.90% | Add +0.9% | 37,598 | $2.8M |
| Susquehanna International Group, LLP | 0.00% | Reduce -2.5% | 36,761 | $2.7M |
| TigerOak Management, L.L.C. | 0.99% | — | 36,723 | $2.7M |
| Mgo One Seven LLC | 0.10% | Add +5.7% | 36,395 | $2.7M |
| Beacon Pointe Advisors, LLC | 0.03% | Reduce -25.4% | 36,286 | $2.7M |
| HFG Wealth Management, LLC | 1.73% | Reduce -67.0% | 52,922 | $2.7M |
| Sprott Inc. | 0.17% | Add +83.2% | 35,326 | $2.6M |
| Atria Wealth Solutions, Inc. | 0.03% | Add +15.0% | 35,290 | $2.6M |
| Compass Ion Advisors, LLC | 0.31% | Reduce -10.4% | 34,760 | $2.6M |
| Carnegie Investment Counsel | 0.07% | Reduce -0.4% | 33,635 | $2.5M |
| McKinley Carter Wealth Services, Inc. | 0.15% | No change | 33,455 | $2.5M |
| Indie Asset Partners, LLC | 1.87% | Add +65.1% | 32,190 | $2.4M |
| WealthPlan Investment Management, LLC | 0.24% | Reduce -1.0% | 32,178 | $2.4M |
| Integrated Advisors Network LLC | 0.11% | Add +15.9% | 32,142 | $2.4M |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -34.9% | 31,340 | $2.3M |
| B. Riley Wealth Advisors, Inc. | 0.07% | Reduce -9.4% | 30,903 | $2.3M |
| Finer Wealth Management, Inc. | 1.30% | Add +105.0% | 30,568 | $2.3M |
| Illumine Investment Management, LLC | 1.85% | — | 30,372 | $2.2M |
| Blue Investment Partners LLC | 0.80% | Reduce -8.3% | 29,336 | $2.2M |
| Perigon Wealth Management, LLC | 0.05% | Reduce -5.1% | 27,143 | $2.2M |
| Galaxy Group Investments LLC | 0.30% | — | 29,122 | $2.2M |
| Spire Wealth Management | 0.07% | New | 28,865 | $2.1M |
| Curi Capital, LLC | 0.05% | Reduce -16.5% | 28,721 | $2.1M |
| Truist Financial Corp. | 0.00% | Add +0.3% | 28,618 | $2.1M |
| Mills Wealth Advisors LLC | 1.20% | Reduce -11.4% | 28,631 | $2.1M |
| Diligent Investors, LLC | 0.48% | Add +0.3% | 28,460 | $2.1M |
| Stifel Financial Corp. | 0.00% | No change | 28,307 | $2.1M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.06% | Reduce -24.0% | 27,855 | $2.1M |
| TB Alternative Assets Ltd. | 0.53% | New | 27,841 | $2.1M |
| CRA Financial Services, LLC | 0.35% | Reduce -5.9% | 27,394 | $2.0M |
| Cura Wealth Advisors, LLC | 0.90% | — | 27,390 | $2.0M |
| Choreo, LLC | 0.03% | Add +0.8% | 27,301 | $2.0M |
| Canton Hathaway, LLC | 0.50% | No change | 27,200 | $2.0M |
| Joseph P. Lucia & Associates, LLC | 0.87% | Reduce -9.9% | 26,370 | $2.0M |
| Almanack Investment Partners, LLC. | 0.30% | Add +0.4% | 25,984 | $1.9M |
| Tsfg, LLC | 0.39% | Reduce -2.5% | 25,707 | $1.9M |
| Fortem Financial Group, LLC | 0.72% | Add +2.0% | 25,250 | $1.9M |
| Sapient Capital LLC | 0.04% | Reduce -8.9% | 24,738 | $1.8M |
| MAI Capital Management | 0.01% | New | 24,594 | $1.8M |
| NFSG Corp | 0.47% | New | 24,480 | $1.8M |
| Mainstay Capital Management LLC | 0.27% | Add +0.8% | 24,048 | $1.8M |
| Jaffetilchin Investment Partners, LLC | 0.13% | Reduce -1.7% | 23,993 | $1.8M |
| Nwam LLC | 0.11% | Add +1.9% | 23,931 | $1.8M |
| Abacus Planning Group, Inc. | 0.31% | Reduce -21.8% | 23,621 | $1.7M |
| Stansberry Asset Management, LLC | 0.24% | Reduce -3.5% | 23,511 | $1.7M |
| Financial Management Professionals, Inc. | 0.22% | Reduce -31.9% | 23,464 | $1.7M |
| Meridian Wealth Management, LLC | 0.08% | Reduce -0.9% | 23,085 | $1.7M |
| Quadcap Wealth Management, LLC | 0.25% | Add +0.2% | 23,036 | $1.7M |
| Royal Bank of Canada | 0.00% | Add +6.9% | 23,002 | $1.7M |
| TRUE Private Wealth Advisors | 0.20% | Reduce -4.8% | 22,718 | $1.7M |
| Ieq Capital, LLC | 0.02% | Add +7.6% | 22,645 | $1.7M |
| Wilmington Savings Fund Society, FSB | 0.03% | No change | 22,630 | $1.7M |
| Wedbush Securities Inc. | 0.06% | Reduce -1.3% | 22,621 | $1.7M |
| Prairie Wealth Advisors, Inc. | 0.80% | Add +1.9% | 22,613 | $1.7M |
| Aurora Private Wealth, Inc. | 1.25% | No change | 22,578 | $1.7M |
| SVB Wealth LLC | 0.03% | New | 22,238 | $1.6M |
| Ribbit Management Company, LLC | 0.18% | No change | 29,309 | $1.6M |
| Moneta Group Investment Advisors LLC | 0.02% | Add +1.3% | 22,018 | $1.6M |
| Sharper & Granite LLC | 0.71% | No change | 21,900 | $1.6M |
| Synovus Financial Corp. | 0.02% | Add +3.3% | 21,645 | $1.6M |
| Matauro, LLC | 0.35% | — | 21,643 | $1.6M |
| Philadelphia Trust Co. | 0.12% | Add +58.7% | 21,620 | $1.6M |
| Scotia Capital Inc. | 0.01% | Add +12.3% | 21,535 | $1.6M |
| Berger Financial Group, Inc | 0.11% | Reduce -4.3% | 20,638 | $1.5M |
| Pallas Capital Advisors LLC | 0.07% | No change | 20,625 | $1.5M |
| Soltis Investment Advisors LLC | 0.14% | Add +3.1% | 20,431 | $1.5M |
| Signaturefd, LLC | 0.03% | No change | 20,351 | $1.5M |
| AE Wealth Management LLC | 0.01% | Add +11.2% | 20,284 | $1.5M |
| OneAscent Financial Services LLC | 0.13% | New | 20,260 | $1.5M |
| Johnson Investment Counsel Inc. | 0.01% | Reduce -0.8% | 20,151 | $1.5M |
| Ameritas Advisory Services, LLC | 0.05% | Reduce -3.3% | 20,040 | $1.5M |
| Upper Left Wealth Management, LLC | 1.27% | Add +5.3% | 20,014 | $1.5M |
| Stratos Wealth Partners, LTD. | 0.02% | Reduce -5.9% | 19,614 | $1.5M |
| Maridea Wealth Management LLC | 0.47% | — | 19,564 | $1.4M |
| Milestone Asset Management Group, LLC | 1.29% | — | 19,506 | $1.4M |
| Blue Trust, Inc. | 0.02% | Add +19.1% | 19,444 | $1.4M |
| Rwa Wealth Partners, LLC | 0.02% | New | 19,148 | $1.4M |
| SevenBridge Financial Group, LLC | 0.27% | No change | 18,785 | $1.4M |
| Aptus Capital Advisors, LLC | 0.02% | New | 18,820 | $1.4M |
| Farther Finance Advisors, LLC | 0.05% | Add +403.8% | 18,458 | $1.4M |
| FWG Holdings, LLC | 0.65% | Add +83.5% | 16,839 | $1.3M |
| Bellwether Advisors, LLC | 0.24% | No change | 18,051 | $1.3M |
| Mesirow Financial Investment Management, Inc. | 0.03% | Add +88.8% | 17,930 | $1.3M |
| Avantax Advisory Services, Inc. | 0.01% | Add +5.0% | 17,881 | $1.3M |
| Independent Advisor Alliance | 0.02% | Reduce -81.9% | 17,866 | $1.3M |
| HCR Wealth Advisors | 0.17% | No change | 17,850 | $1.3M |
| Empower Advisory Group, LLC | 0.00% | Add +1.3% | 17,797 | $1.3M |
| Geneos Wealth Management Inc. | 0.05% | New | 17,573 | $1.3M |
| WCG Wealth Advisors LLC | 0.09% | Add +2.0% | 17,434 | $1.3M |
| NorthCoast Asset Management LLC | 0.01% | Add +0.8% | 17,117 | $1.3M |
| Pine Valley Investments Ltd Liability Co | 0.08% | Add +1.0% | 16,906 | $1.3M |
| Cibc World Market Inc. | 0.00% | Add +173.2% | 16,857 | $1.2M |
| Copia Wealth Management | 1.17% | — | 16,573 | $1.2M |
| SeaCrest Wealth Management, LLC | 0.13% | Add +287.9% | 16,337 | $1.2M |
| Clearstead Advisors, LLC | 0.02% | Add +0.6% | 16,228 | $1.2M |
| Cynosure Group, LLC | 0.18% | Reduce -28.1% | 15,862 | $1.2M |
| Spectrum Planning & Advisory Services Inc. | 1.01% | No change | 15,789 | $1.2M |
| Childress Capital Advisors, LLC | 0.32% | No change | 15,614 | $1.2M |
| Aries Wealth Management | 0.31% | Reduce -4.4% | 15,316 | $1.1M |
| Wealthcare Advisory Partners LLC | 0.03% | Reduce -8.1% | 15,257 | $1.1M |
| Curran Financial Partners, LLC | 0.29% | Reduce -3.8% | 15,158 | $1.1M |
| Renaissance Technologies | 0.00% | New | 15,000 | $1.1M |
| Pinnacle Associates Ltd. | 0.01% | Add +1.1% | 14,983 | $1.1M |
| PFG Investments, LLC | 0.07% | Add +16.0% | 14,852 | $1.1M |
| Obsidian Cio, LLC | 0.20% | Reduce -8.0% | 14,785 | $1.1M |
| Financial Counselors Inc. | 0.02% | Add +0.4% | 14,754 | $1.1M |
| Rathbones Group PLC | 0.01% | Add +22.2% | 14,690 | $1.1M |
| Rothschild Investment LLC | 0.07% | Add +0.9% | 14,490 | $1.1M |
| Montag A & Associates Inc. | 0.05% | Add +42.0% | 14,482 | $1.1M |
| Regions Financial Corp. | 0.01% | No change | 14,417 | $1.1M |
| Townsquare Capital LLC | 0.01% | Add +1.4% | 14,214 | $1.1M |
| &partners | 0.01% | New | 13,548 | $1.0M |
| Cary Street Partners Financial LLC | 0.03% | — | 14,128 | $1.0M |
| Formidable Asset Management, LLC | 0.17% | No change | 14,110 | $1.0M |
| Compagnie Lombard Odier SCmA | 0.02% | No change | 14,050 | $1.0M |
| Dakota Wealth Management | 0.02% | Reduce -3.7% | 13,931 | $1.0M |
| Malaga Cove Capital, LLC | 0.40% | Reduce -8.4% | 13,659 | $1.0M |
| Deltec Asset Management LLC | 0.20% | No change | 13,650 | $1.0M |
| Cherrydale Wealth Management, LLC | 0.39% | No change | 13,531 | $1.0M |
| Western Wealth Management, LLC | 0.05% | Add +2.1% | 13,448 | $995K |
| Circle Wealth Management, LLC | 0.02% | New | 13,250 | $981K |
| Quadrant Private Wealth Management, LLC | 0.24% | Reduce -0.1% | 12,995 | $962K |
| Beam Wealth Advisors, Inc. | 0.30% | Reduce -23.0% | 12,931 | $957K |
| Prime Capital Investment Advisors, LLC | 0.01% | Add +17.1% | 12,874 | $953K |
| Wealth Alliance Advisory Group, LLC | 0.20% | Reduce -1.2% | 12,744 | $943K |
| Fiduciary Financial Group, LLC | 0.21% | Add +1.0% | 12,501 | $939K |
| Aspen Grove Capital, LLC | 0.20% | No change | 12,655 | $937K |
| HB Wealth Management, LLC | 0.01% | Reduce -1.6% | 12,630 | $935K |
| Gables Capital Management Inc. | 0.45% | Reduce -1.9% | 12,595 | $932K |
| Essex Financial Services, Inc. | 0.07% | Add +2.3% | 12,459 | $922K |
| Corient Private Wealth LP | 0.00% | Reduce -6.7% | 51,916 | $922K |
| National Philanthropic Trust | 0.01% | No change | 12,389 | $917K |
| Savant Capital, LLC | 0.01% | Reduce -0.5% | 12,261 | $908K |
| Plancorp, LLC | 0.04% | Reduce -36.6% | 12,174 | $901K |
| Doliver Advisors, LP | 0.25% | Reduce -10.0% | 12,171 | $901K |
| Modern Wealth Management, LLC | 0.03% | Reduce -1.0% | 12,103 | $896K |
| Runnymede Capital Advisors, Inc. | 0.78% | — | 12,087 | $895K |
| Laidlaw Wealth Management LLC | 0.39% | Reduce -1.4% | 11,963 | $886K |
| Belpointe Asset Management LLC | 0.05% | Reduce -29.0% | 18,870 | $882K |
| Iridian Asset Management LLC | 0.23% | Reduce -41.7% | 11,836 | $876K |
| Vista Finance, LLC | 0.90% | Reduce -0.6% | 11,793 | $873K |
| Matrix Private Capital Group LLC | 0.50% | Add +3.5% | 11,785 | $872K |
| Transcend Capital Advisors, LLC | 0.06% | Reduce -54.0% | 11,739 | $869K |
| Peapack Gladstone Financial Corp. | 0.01% | Add +0.2% | 11,682 | $864K |
| Howland Capital Management LLC | 0.04% | No change | 11,600 | $859K |
| Traynor Capital Management, Inc. | 0.07% | Reduce -2.1% | 11,552 | $855K |
| Embree Financial Group | 0.15% | Reduce -0.1% | 11,500 | $851K |
| HBK Sorce Advisory LLC | 0.03% | Add +0.0% | 11,474 | $849K |
| NorthRock Partners, LLC | 0.03% | Add +63.0% | 11,318 | $838K |
| Fortis Capital Management LLC | 0.16% | Reduce -5.4% | 11,298 | $836K |
| Ritholtz Wealth Management | 0.02% | Reduce -0.7% | 11,205 | $829K |
| Schneider Downs Wealth Management Advisors, LP | 0.16% | Add +15.5% | 11,185 | $828K |
| Earned Wealth Advisors, LLC | 0.26% | No change | 10,947 | $810K |
| Bank of Montreal | 0.00% | Add +4.4% | 10,848 | $803K |
| Smith, Moore & Co. | 0.07% | Reduce -27.9% | 10,808 | $800K |
| Silicon Valley Capital Partners | 0.09% | No change | 10,800 | $799K |
| Stevens Capital Management LP | 0.32% | Reduce -80.3% | 10,800 | $799K |
| Beaird Harris Wealth Management, LLC | 0.07% | No change | 10,779 | $798K |
| Centaurus Financial, Inc. | 0.05% | Reduce -26.7% | 10,571 | $782K |
| Stephen J. Garry & Associates, LLC | 0.72% | Add +24.1% | 10,476 | $775K |
| Bison Wealth, LLC | 0.17% | Reduce -4.9% | 10,257 | $759K |
| Kingsview Wealth Management, LLC | 0.01% | Add +141.3% | 10,239 | $758K |
| Chevy Chase Trust Holdings, LLC | 0.00% | No change | 10,186 | $754K |
| New Republic Capital, LLC | 0.49% | No change | 10,040 | $743K |
| Oxbow Advisors, LLC | 0.09% | No change | 10,000 | $740K |
| Clearwater Capital Advisors, LLC | 0.07% | Reduce -0.5% | 9,960 | $737K |
| Mission Wealth Management, LP | 0.02% | Reduce -23.6% | 9,944 | $736K |
| Verdence Capital Advisors LLC | 0.06% | Reduce -55.7% | 9,927 | $735K |
| Leo Wealth, LLC | 0.07% | Reduce -6.4% | 9,820 | $727K |
| Valeo Financial Advisors, LLC | 0.02% | Reduce -13.8% | 9,807 | $726K |
| Montz Harcus Wealth Management LLC | 0.40% | Reduce -2.1% | 9,741 | $721K |
| Bedell Frazier Investment Counselling, LLC | 0.18% | Reduce -0.4% | 9,577 | $709K |
| EP Wealth Advisors, LLC | 0.01% | Reduce -31.5% | 9,452 | $700K |
| Insight Advisors, LLC/ PA | 0.12% | Add +1.2% | 9,351 | $698K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | New | 9,352 | $692K |
| Firestone Capital Management | 0.17% | Reduce -28.1% | 9,230 | $683K |
| MADDEN SECURITIES Corp | 0.27% | No change | 9,085 | $672K |
| Trevian Wealth Management LLC | 0.49% | Reduce -6.4% | 9,065 | $671K |
| BCS Wealth Management | 0.17% | New | 9,041 | $669K |
| Senator Investment Group LP | 0.02% | New | 9,000 | $666K |
| Chicago Partners Investment Group LLC | 0.02% | Add +8.0% | 8,893 | $662K |
| AssuredPartners Investment Advisors, LLC | 0.13% | — | 8,885 | $658K |
| Pilgrim Partners Asia Pte Ltd | 0.57% | — | 8,850 | $655K |
| Citadel Advisors | 0.00% | Reduce -86.4% | 8,845 | $655K |
| Horrell Capital Management, Inc. | 0.19% | Reduce -1.0% | 8,658 | $641K |
| Ascentis Independent Advisors | 0.12% | Add +6.7% | 8,611 | $637K |
| CreativeOne Wealth, LLC | 0.02% | Add +4.2% | 8,611 | $637K |
| Fisher Asset Management | 0.00% | New | 8,557 | $633K |
| Prospera Financial Services Inc | 0.01% | Add +8.9% | 8,535 | $632K |
| Catalina Capital Group, LLC | 0.21% | Reduce -26.5% | 8,525 | $631K |
| Acorn Financial Advisory Services Inc. | 0.10% | Reduce -17.1% | 8,502 | $629K |
| Walled Lake Planning & Wealth Management, LLC | 0.23% | Add +1.3% | 8,406 | $622K |
| Park Avenue Securities LLC | 0.01% | Add +16.8% | 8,378 | $620K |
| PBMares Wealth Management LLC | 0.13% | Reduce -0.7% | 8,323 | $616K |
| Williams Jones Wealth Management, LLC. | 0.01% | Reduce -77.3% | 8,255 | $611K |
| Acas, LLC | 0.45% | New | 7,915 | $610K |
| Evergreen Capital Management LLC | 0.02% | Add +9.3% | 8,225 | $609K |
| Magnolia Capital Advisors LLC | 0.16% | Add +57.1% | 8,209 | $608K |
| Kathmere Capital Management, LLC | 0.05% | No change | 8,141 | $603K |
| Westmount Partners, LLC | 0.18% | No change | 8,107 | $600K |
| Orion Porfolio Solutions, LLC | 0.01% | Add +19.4% | 8,088 | $599K |
| Orion Portfolio Solutions, LLC | 0.01% | Add +19.4% | 8,088 | $599K |
| Pettinga Financial Advisors LLC | 0.13% | Reduce -38.7% | 8,019 | $594K |
| MRP Capital Investments, LLC | 0.54% | No change | 7,955 | $589K |
| N.E.W. Advisory Services LLC | 0.06% | No change | 7,919 | $586K |
| Cypress Wealth Services, LLC | 0.12% | Reduce -1.9% | 7,912 | $586K |
| Mutual Advisors, LLC | 0.02% | Add +2.0% | 7,326 | $583K |
| Kelleher Financial Advisors | 0.22% | Add +37.6% | 7,861 | $582K |
| Axxcess Wealth Management, LLC | 0.01% | Reduce -0.2% | 7,753 | $574K |
| Revolve Wealth Partners, LLC | 0.08% | Add +0.0% | 7,715 | $571K |
| Safeguard Investment Advisory Group, LLC | 0.15% | Reduce -12.3% | 7,629 | $565K |
| Jump Financial, LLC | 0.01% | New | 7,607 | $563K |
| Aveo Capital Partners, LLC | 0.06% | Reduce -0.2% | 7,594 | $562K |
| Flagstar Securities, Inc. | 0.14% | Add +0.4% | 7,503 | $555K |
| Bulltick Wealth Management, LLC | 0.13% | Add +12.2% | 7,481 | $554K |
| Strategies Wealth Advisors, LLC | 0.07% | Add +16.6% | 7,160 | $552K |
| Giverny Capital | 0.02% | New | 7,442 | $551K |
| Quent Capital, LLC | 0.06% | No change | 7,288 | $539K |
| Equitable Holdings, Inc. | 0.01% | Reduce -70.1% | 7,221 | $534K |
| Cantor Fitzgerald, L. P. | 0.02% | New | 7,150 | $529K |
| Global Assets Advisory, LLC | 0.29% | Reduce -3.2% | 6,826 | $527K |
| Synergy Asset Management, LLC | 0.04% | Add +100.0% | 8,210 | $524K |
| RVW Wealth, LLC | 0.05% | Add +1.4% | 7,059 | $523K |
| Coppell Advisory Solutions LLC | 0.07% | Reduce -32.5% | 6,992 | $522K |
| Main Street Financial Solutions, LLC | 0.05% | Add +3.1% | 7,026 | $520K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.04% | Add +1.5% | 6,943 | $514K |
| NCM Capital Management, LLC | 0.23% | No change | 6,923 | $512K |
| Arlington Capital Management, Inc. | 0.35% | Add +15.8% | 6,754 | $500K |
| Silvercrest Asset Management Group LLC | 0.00% | No change | 6,750 | $500K |
| J.W. Cole Advisors, Inc. | 0.02% | Add +1.5% | 6,725 | $498K |
| Woodley Farra Manion Portfolio Management Inc. | 0.02% | No change | 6,698 | $496K |
| Oliver Lagore Vanvalin Investment Group | 0.13% | Reduce -5.2% | 6,666 | $493K |
| Cornerstone Planning, LLC | 0.19% | — | 6,649 | $492K |
| Foundation Wealth Management, LLC | 0.38% | No change | 6,647 | $492K |
| Carret Asset Management, LLC | 0.05% | Add +3.0% | 6,634 | $491K |
| Secure Asset Management, LLC | 0.07% | Reduce -25.6% | 6,596 | $488K |
| Meixler Investment Management, Ltd. | 0.36% | Reduce -2.0% | 6,566 | $486K |
| Strategic Wealth Partners, Ltd. | 0.04% | Add +23.3% | 6,350 | $484K |
| Executive Wealth Management, LLC | 0.04% | Reduce -13.0% | 6,521 | $483K |
| Insigneo Advisory Services, LLC | 0.05% | Reduce -3.1% | 6,501 | $481K |
| SouthState Bank Corp | 0.03% | Reduce -2.2% | 6,458 | $478K |
| Equita Financial Network, Inc. | 0.17% | New | 6,422 | $475K |
| Samalin Investment Counsel, LLC | 0.20% | Reduce -7.7% | 6,411 | $475K |
| Stephenson & Company, Inc. | 0.32% | No change | 6,400 | $474K |
| Riverview Capital Advisers, LLC | 0.14% | No change | 6,373 | $472K |
| Heritage Family Offices, LLP | 0.23% | Reduce -8.1% | 6,325 | $468K |
| Great Valley Advisor Group, Inc. | 0.01% | Add +10.8% | 6,324 | $468K |
| Arete Wealth Advisors, LLC | 0.03% | Add +11.3% | 6,308 | $468K |
| Fort Point Capital Partners LLC | 0.05% | New | 6,321 | $468K |
| Johnson & White Wealth Management, LLC | 0.28% | New | 6,032 | $466K |
| Leigh Baldwin & Co., LLC | 0.39% | — | 6,270 | $464K |
| Evercore Wealth Management, LLC | 0.01% | No change | 6,250 | $463K |
| CMG Global Holdings, LLC | 0.26% | No change | 5,592 | $462K |
| American Capital Advisory, LLC | 0.25% | Reduce -1.2% | 6,179 | $457K |
| Channel Wealth LLC | 0.15% | No change | 6,150 | $455K |
| Fortress Private Ledger, LLC | 0.28% | — | 6,138 | $454K |
| Sandbox Financial Partners, LLC | 0.15% | Add +0.2% | 6,118 | $453K |
| Cannell & Spears LLC | 0.01% | No change | 6,065 | $449K |
| Sfmg, LLC | 0.04% | No change | 6,063 | $449K |
| Americana Partners, LLC | 0.02% | Reduce -27.8% | 6,035 | $447K |
| Koshinski Asset Management, Inc. | 0.04% | Reduce -1.1% | 6,030 | $446K |
| Garde Capital, Inc. | 0.03% | No change | 6,013 | $445K |
| Morling Financial Advisors, LLC | 0.15% | No change | 6,001 | $444K |
| Destiny Wealth Partners, LLC | 0.07% | Add +11.7% | 5,982 | $443K |
| Hantz Financial Services, Inc. | 0.01% | No change | 5,879 | $435K |
| Csenge Advisory Group | 0.02% | Reduce -6.5% | 5,868 | $434K |
| Dynamic Advisor Solutions LLC | 0.02% | Reduce -15.3% | 5,796 | $429K |
| Silver Oak Securities, Incorporated | 0.04% | Add +22.0% | 5,741 | $429K |
| Lifeworks Advisors, LLC | 0.08% | Add +7.4% | 5,781 | $428K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | No change | 5,755 | $426K |
| Moloney Securities Asset Management, LLC | 0.06% | Reduce -1.8% | 5,737 | $425K |
| ARS Wealth Advisors Group, LLC | 0.06% | No change | 5,682 | $421K |
| Verity Asset Management, Inc. | 0.23% | Add +8.0% | 5,797 | $415K |
| Priebe Wealth Holdings LLC | 0.28% | Reduce -10.4% | 5,580 | $413K |
| Princeton Capital Management LLC | 0.13% | New | 5,540 | $410K |
| Comerica Bank | 0.00% | Reduce -7.4% | 5,528 | $409K |
| Argent Trust Co | 0.02% | No change | 5,520 | $409K |
| SlateStone Wealth, LLC | 0.04% | Add +34.0% | 5,513 | $408K |
| Cardiff Park Advisors, LLC | 0.04% | No change | 5,500 | $407K |
| Edge Capital Group, LLC | 0.02% | No change | 5,489 | $406K |
| Trek Financial, LLC | 0.03% | Add +4.9% | 5,484 | $406K |
| Allworth Financial LP | 0.00% | Reduce -72.0% | 4,907 | $406K |
| Portfolio Strategies, Inc. | 0.06% | Reduce -10.8% | 5,454 | $404K |
| Magnus Financial Group LLC | 0.04% | No change | 5,439 | $403K |
| Flagship Harbor Advisors, LLC | 0.02% | Reduce -10.8% | 5,356 | $396K |
| Affinity Capital Advisors, LLC | 0.07% | Add +1.8% | 5,140 | $393K |
| Abound Financial, LLC | 0.20% | — | 5,304 | $393K |
| International Assets Investment Management, LLC | 0.03% | Add +32.6% | 5,080 | $392K |
| HBW Advisory Services LLC | 0.04% | New | 5,193 | $384K |
| Parallel Advisors, LLC | 0.01% | Reduce -3.4% | 5,173 | $383K |
| Retirement Planning Co of New England, Inc. | 0.18% | Reduce -38.4% | 5,455 | $379K |
| Bluespring Wealth Management, LLC | 0.04% | Reduce -4.9% | 5,116 | $379K |
| McDonald Partners LLC | 0.10% | Reduce -18.8% | 5,100 | $378K |
| SteelPeak Wealth, LLC | 0.02% | Reduce -1.4% | 5,070 | $375K |
| Harvest Investment Services, LLC | 0.09% | No change | 5,007 | $371K |
| Invesco Ltd. | 0.00% | Reduce -34.4% | 4,991 | $369K |
| Ancora Advisors LLC | 0.01% | No change | 4,967 | $368K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -2.6% | 4,945 | $366K |
| IPG Investment Advisors LLC | 0.08% | Reduce -28.1% | 4,899 | $363K |
| Howe & Rusling Inc. | 0.03% | Add +0.1% | 4,877 | $361K |
| Concorde Asset Management, LLC | 0.19% | New | 4,872 | $361K |
| Rahlfs Capital, LLC | 0.36% | — | 4,870 | $360K |
| UMB Bank, n.a. | 0.01% | Add +104.3% | 4,777 | $354K |
| Money Concepts Capital Corp. | 0.03% | Reduce -5.0% | 4,735 | $350K |
| Onyx Bridge Wealth Group LLC | 0.05% | No change | 4,729 | $350K |
| OneDigital Investment Advisors LLC | 0.00% | Reduce -16.1% | 4,729 | $350K |
| Bosman Wealth Management, LLC | 0.34% | — | 4,724 | $350K |
| WoodTrust Financial Corp | 0.05% | No change | 4,703 | $348K |
| HRC Wealth Management, LLC | 0.21% | No change | 4,682 | $347K |
| Sunbelt Securities, Inc. | 0.03% | Reduce -2.1% | 4,600 | $343K |
| United Asset Strategies, Inc. | 0.03% | No change | 4,618 | $342K |
| Private Advisory Group LLC | 0.04% | Add +1.5% | 4,613 | $341K |
| Joel Isaacson & Co., LLC | 0.02% | No change | 4,608 | $341K |
| Henrickson Nauta Wealth Advisors, Inc. | 0.14% | New | 4,600 | $341K |
| Correct Capital Wealth Management | 0.07% | No change | 4,600 | $340K |
| Edge Wealth Management LLC | 0.07% | Reduce -23.4% | 4,588 | $340K |
| Ellsworth Advisors, LLC | 0.09% | Add +1.1% | 4,550 | $337K |
| Impact Partnership Wealth, LLC | 0.07% | Reduce -0.6% | 4,550 | $337K |
| Arax Advisory Partners | 0.02% | Add +28.3% | 4,549 | $337K |
| Debussy Capital Management LP | 0.05% | New | 4,173 | $335K |
| GFG Capital, LLC | 0.09% | New | 4,500 | $333K |
| Schnieders Capital Management LLC | 0.07% | Add +1.1% | 4,464 | $330K |
| Sound Income Strategies, LLC | 0.02% | Reduce -4.0% | 4,463 | $330K |
| Mill Creek Capital Advisors, LLC | 0.01% | No change | 4,435 | $328K |
| Blackhawk Capital Partners, LLC | 0.17% | No change | 4,424 | $327K |
| KG Capital Management | 0.11% | New | 4,420 | $327K |
| Mountain Capital Investment Advisors Inc. | 0.07% | Reduce -8.3% | 3,921 | $326K |
| DeDora Capital, Inc. | 0.09% | Reduce -6.1% | 4,378 | $324K |
| Delta Financial Group, Inc. | 0.08% | New | 4,370 | $323K |
| SignalPoint Asset Management, LLC | 0.08% | Add +2.4% | 4,357 | $323K |
| Composition Wealth, LLC | 0.01% | Reduce -9.3% | 4,353 | $322K |
| Cornerstone Wealth Management, LLC | 0.02% | Add +5.5% | 4,324 | $320K |
| HUB Investment Partners, LLC | 0.01% | New | 4,260 | $315K |
| Sanders Morris Harris LLC | 0.05% | New | 4,202 | $315K |
| Atlas Private Wealth Advisors | 0.04% | Reduce -46.4% | 4,250 | $315K |
| Clear Creek Financial Management, LLC | 0.03% | Add +2.1% | 4,248 | $314K |
| Robertson Stephens Wealth Management, LLC | 0.01% | Add +3.0% | 4,243 | $314K |
| Windle Wealth, LLC | 0.17% | Reduce -61.3% | 4,225 | $313K |
| Novem Group | 0.05% | — | 4,219 | $312K |
| Cwm, LLC | 0.00% | Add +51.4% | 4,213 | $312K |
| StoneX Group Inc. | 0.02% | New | 4,215 | $312K |
| Rossby Financial, LCC | 0.20% | — | 4,205 | $311K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -42.2% | 4,198 | $311K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Reduce -11.7% | 4,174 | $309K |
| Tru Independence Asset Management 2, LLC | 0.26% | New | 4,170 | $309K |
| Jeppson Wealth Management, LLC | 0.11% | Reduce -3.1% | 4,146 | $307K |
| E&G Advisors, LLC | 0.08% | No change | 4,050 | $300K |
| Level Financial Advisors | 0.11% | No change | 4,041 | $299K |
| Marshall & Sullivan Inc. | 0.15% | No change | 4,040 | $299K |
| Investmark Advisory Group LLC | 0.15% | No change | 4,038 | $299K |
| Panoramic Investment Advisors, LLC | 0.19% | Reduce -0.5% | 4,027 | $298K |
| Commerce Bank | 0.00% | Reduce -13.0% | 4,021 | $298K |
| Old Mission Investment Co LLC | 0.09% | Reduce -2.6% | 4,020 | $298K |
| Trilogy Capital Inc. | 0.02% | Reduce -0.9% | 4,000 | $296K |
| Forum Financial Management, LP | 0.00% | Reduce -26.0% | 3,996 | $296K |
| Genesee Capital Advisors, LLC | 0.14% | New | 3,995 | $296K |
| Balboa Wealth Partners | 0.07% | New | 3,990 | $295K |
| Narus Financial Partners, LLC | 0.10% | New | 3,950 | $292K |
| Opal Wealth Advisors, LLC | 0.09% | New | 3,945 | $292K |
| Procyon Advisors, LLC | 0.02% | New | 3,920 | $290K |
| Cutter & CO Brokerage, Inc. | 0.07% | New | 3,900 | $289K |
| Mainstream Capital Management LLC | 0.20% | New | 3,876 | $287K |
| Alliancebernstein L.P. | 0.00% | New | 3,845 | $285K |
| Cornerstone Wealth Group, LLC | 0.02% | New | 3,841 | $284K |
| FMR LLC | 0.00% | Add +53.7% | 3,840 | $284K |
| MA Private Wealth | 0.05% | New | 3,837 | $284K |
| Zhang Financial LLC | 0.02% | New | 3,819 | $283K |
| IAM Advisory, LLC | 0.07% | New | 3,813 | $282K |
| Concurrent Investment Advisors, LLC | 0.01% | Reduce -4.8% | 3,808 | $282K |
| Stratos Wealth Advisors, LLC | 0.01% | Reduce -44.1% | 3,808 | $282K |
| First Heartland Consultants, Inc. | 0.03% | New | 3,798 | $281K |
| Centric Wealth Management | 0.08% | New | 3,788 | $280K |
| Strategic Financial Concepts, LLC | 0.05% | New | 3,785 | $280K |
| Able Wealth Management LLC | 0.18% | Reduce -32.8% | 3,774 | $279K |
| Smart Money Group LLC | 0.10% | Reduce -3.7% | 3,749 | $278K |
| Coastal Bridge Advisors, LLC | 0.07% | New | 3,735 | $276K |
| WorthPointe, LLC | 0.11% | New | 3,722 | $276K |
| Good Life Advisors, LLC | 0.02% | Reduce -64.9% | 3,711 | $275K |
| Enterprise Bank & Trust Co | 0.09% | New | 3,700 | $274K |
| Financial Security Advisor, Inc. | 0.07% | New | 3,686 | $273K |
| Patten & Patten Inc. | 0.02% | New | 3,685 | $273K |
| Capital Advisors Wealth Management, LLC | 0.05% | New | 3,660 | $271K |
| Dudley Capital Management, LLC | 0.14% | New | 3,647 | $270K |
| SP Asset Management LLC | 0.02% | New | 3,640 | $269K |
| SageView Advisory Group, LLC | 0.01% | New | 3,610 | $267K |
| Summit Financial, LLC | 0.01% | New | 3,606 | $267K |
| Capital Investment Advisory Services, LLC | 0.03% | Reduce -21.3% | 3,586 | $265K |
| Journey Advisory Group, LLC | 0.03% | No change | 4,915 | $262K |
| Parkside Financial Bank & Trust | 0.03% | No change | 3,535 | $262K |
| RFG Advisory, LLC | 0.01% | New | 3,533 | $262K |
| Oarsman Capital, Inc. | 0.05% | No change | 3,523 | $261K |
| Sovereign Financial Group, Inc. | 0.06% | New | 3,495 | $259K |
| Three Magnolias Financial Advisors, LLC | 0.27% | — | 3,494 | $259K |
| Miller Financial Services LLC | 0.22% | — | 3,464 | $256K |
| Alterna Wealth Management, Inc. | 0.22% | New | 3,445 | $255K |
| Modus Advisors, LLC | 0.08% | New | 3,443 | $255K |
| LGL Partners, LLC | 0.04% | New | 3,437 | $254K |
| Adalta Capital Management LLC | 0.13% | New | 3,420 | $253K |
| Objective Capital Management, LLC | 0.17% | New | 3,400 | $252K |
| Leavell Investment Management, Inc. | 0.01% | New | 3,400 | $252K |
| North Star Investment Management Corp. | 0.02% | Add +9.6% | 3,397 | $251K |
| Madison Wealth Partners, Inc | 0.07% | New | 3,392 | $251K |
| IFP Advisors, Inc | 0.01% | Add +91.6% | 3,372 | $250K |
| Revisor Wealth Management LLC | 0.23% | Reduce -45.1% | 3,357 | $248K |
| Freestone Capital Holdings, LLC | 0.01% | New | 3,324 | $246K |
| Fermata Advisors, LLC | 0.05% | Reduce -23.0% | 3,321 | $246K |
| Arkadios Wealth Advisors | 0.01% | New | 3,313 | $245K |
| MJP Associates Inc. | 0.04% | New | 3,310 | $245K |
| Advisor OS, LLC | 0.03% | New | 3,310 | $245K |
| Thrive Wealth Management, LLC | 0.04% | New | 3,295 | $244K |
| Nadler Financial Group, Inc. | 0.03% | New | 3,267 | $242K |
| Icon Wealth Advisors, LLC | 0.02% | No change | 3,246 | $240K |
| Mayfair Advisory Group, LLC | 0.14% | New | 3,225 | $239K |
| Avantax Planning Partners, Inc. | 0.01% | Reduce -35.9% | 3,223 | $239K |
| Summit X, LLC | 0.05% | New | 3,220 | $238K |
| Octavia Wealth Advisors, LLC | 0.03% | New | 3,216 | $238K |
| Laird Norton Wetherby Wealth Management, LLC | 0.01% | New | 3,210 | $238K |
| TrueWealth Advisors, LLC | 0.08% | New | 3,185 | $236K |
| Richards, Merrill & Peterson, Inc. | 0.12% | — | 3,184 | $236K |
| Flynn Zito Capital Management, LLC | 0.11% | Reduce -47.2% | 3,182 | $236K |
| Brave Asset Management Inc. | 0.07% | New | 3,173 | $235K |
| Prosperity Wealth Management, Inc. | 0.10% | New | 3,168 | $234K |
| Accredited Investor Services, LLC | 0.19% | — | 3,165 | $234K |
| BostonPremier Wealth LLC | 0.14% | — | 3,165 | $234K |
| New World Advisors LLC | 0.06% | New | 3,161 | $234K |
| Zacks Investment Management | 0.00% | New | 3,152 | $233K |
| Blue Fin Capital, Inc. | 0.04% | New | 3,107 | $230K |
| Bonfire Financial | 0.21% | — | 3,076 | $228K |
| Advance Capital Management, Inc. | 0.01% | New | 3,064 | $227K |
| M1 Capital Management LLC | 0.12% | — | 3,044 | $225K |
| Portfolio Design Labs, LLC | 0.05% | New | 3,033 | $225K |
| Ascent Group, LLC | 0.02% | New | 3,033 | $225K |
| CFO4Life Group, LLC | 0.04% | New | 2,990 | $221K |
| New Wave Wealth Advisors LLC | 0.09% | New | 2,969 | $220K |
| Purkiss Capital Advisors LLC | 0.19% | — | 2,958 | $219K |
| 25 LLC | 0.09% | New | 2,950 | $218K |
| KMG Fiduciary Partners, LLC | 0.02% | New | 2,949 | $218K |
| Clear Harbor Asset Management, LLC | 0.02% | New | 2,935 | $217K |
| Sandhill Capital Partners LLC | 0.02% | New | 2,935 | $217K |
| Horizon Wealth Management, LLC | 0.04% | New | 2,921 | $216K |
| Wealth Quarterback LLC | 0.10% | New | 2,911 | $215K |
| Walkner Condon Financial Advisors LLC | 0.04% | New | 2,908 | $215K |
| Brighton Jones LLC | 0.01% | Reduce -29.6% | 2,900 | $215K |
| Elevatus Welath Management | 0.07% | New | 2,900 | $215K |
| SWP Financial LLC | 0.13% | New | 2,895 | $214K |
| Strategic Advocates LLC | 0.07% | New | 2,895 | $214K |
| Tyler-Stone Wealth Management | 0.04% | New | 2,868 | $212K |
| Verus Capital Partners, LLC | 0.02% | New | 2,825 | $209K |
| Equitable Trust Co. | 0.01% | New | 2,824 | $209K |
| Flputnam Investment Management Co. | 0.00% | New | 2,796 | $207K |
| Vestia Personal Wealth Advisors | 0.17% | New | 2,777 | $206K |
| Hutchens & Kramer Investment Management Group, LLC | 0.11% | New | 2,771 | $205K |
| MWA Asset Management | 0.14% | New | 2,752 | $204K |
| Royal Fund Management, LLC | 0.02% | Reduce -50.0% | 2,750 | $204K |
| Cornerstone Advisory, LLC | 0.02% | New | 2,643 | $204K |
| Oxinas Partners, LLC | 0.12% | New | 2,748 | $203K |
| Morgan Stanley | 0.00% | Reduce -4.8% | 2,742 | $203K |
| Summit Asset Management, LLC | 0.04% | New | 2,725 | $202K |
| Venture Visionary Partners LLC | 0.01% | New | 2,724 | $202K |
| Seaview Investment Managers LLC | 0.06% | New | 2,723 | $202K |
| SOA Wealth Advisors, LLC. | 0.04% | No change | 2,718 | $201K |
| Hengehold Capital Management LLC | 0.02% | New | 2,714 | $201K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 2,715 | $201K |
| Glass Jacobson Investment Advisors llc | 0.06% | Add +0.2% | 2,596 | $192K |
| Highline Wealth Partners LLC | 0.06% | Reduce -12.8% | 2,540 | $188K |
| Bogart Wealth, LLC | 0.01% | Add +12.7% | 2,473 | $183K |
| JNBA Financial Advisors | 0.02% | No change | 2,250 | $167K |
| Wells Fargo & Company | 0.00% | Add +0.0% | 2,246 | $166K |
| Kathleen S. Wright Associates Inc. | 0.07% | Reduce -47.1% | 2,227 | $163K |
| Richardson Capital Management LLC | 0.10% | No change | 2,184 | $162K |
| Whittier Trust Co. | 0.00% | No change | 2,184 | $162K |
| Bank of America Corp. | 0.00% | Add +1700.8% | 2,161 | $160K |
| Brown Brothers Harriman & Co. | 0.00% | Reduce -79.5% | 2,071 | $153K |
| Lindbrook Capital, LLC | 0.01% | No change | 2,028 | $150K |
| Fairscale Capital, LLC | 0.13% | No change | 2,024 | $150K |
| Legacy Investment Solutions, LLC | 0.10% | Add +58.3% | 1,955 | $148K |
| Legacy Wealth Managment, LLC | 0.10% | Add +58.3% | 1,955 | $148K |
| Western Pacific Wealth Management, LP | 0.12% | No change | 2,000 | $148K |
| Mather Group, Llc. | 0.00% | Reduce -17.1% | 2,000 | $148K |
| Ransom Advisory, Ltd | 0.06% | Reduce -5.0% | 1,900 | $141K |
| Tidemark, LLC | 0.05% | Add +65.5% | 1,893 | $140K |
| EverSource Wealth Advisors, LLC | 0.01% | Reduce -52.1% | 1,840 | $136K |
| LFA - Lugano Financial Advisors SA | 0.09% | Reduce -33.3% | 1,835 | $136K |
| Salem Investment Counselors Inc. | 0.00% | No change | 1,773 | $131K |
| Knuff & Co LLC | 0.04% | New | 1,750 | $130K |
| Atticus Wealth Management, LLC | 0.04% | Add +18.7% | 1,723 | $128K |
| Avior Wealth Management, LLC | 0.00% | Add +225.5% | 1,621 | $120K |
| Pathway Financial Advisers, LLC | 0.04% | Add +0.1% | 1,618 | $120K |
| Huntington National Bank | 0.00% | Add +28.0% | 1,602 | $119K |
| Plante Moran Financial Advisors, LLC | 0.01% | Reduce -8.8% | 1,521 | $113K |
| Optimum Investment Advisors | 0.05% | No change | 1,500 | $111K |
| Transce3nd, LLC | 0.04% | — | 1,500 | $111K |
| AdvisorNet Financial, Inc | 0.01% | Reduce -62.4% | 1,500 | $111K |
| Nova Wealth Management, Inc. | 0.09% | — | 1,450 | $107K |
| Valley National Advisers Inc. | 0.02% | Add +154.1% | 1,456 | $107K |
| CENTRAL TRUST Co | 0.00% | Reduce -4.7% | 1,430 | $106K |
| Colonial Trust Advisors | 0.01% | No change | 1,410 | $104K |
| Jackson, Grant Investment Advisers, Inc. | 0.04% | No change | 1,387 | $103K |
| Edmond DE Rothschild Holding S.A. | 0.00% | No change | 1,300 | $96K |
| Golden State Wealth Management, LLC | 0.01% | — | 1,240 | $92K |
| JDM Financial Group LLC | 0.05% | No change | 1,183 | $88K |
| McIlrath & Eck, LLC | 0.01% | No change | 1,183 | $88K |
| Tompkins Financial Corp. | 0.01% | No change | 1,141 | $84K |
| Creekmur Asset Management LLC | 0.02% | Add +1.7% | 1,138 | $84K |
| Safe Harbor Fiduciary, LLC | 0.08% | No change | 1,114 | $82K |
| Manchester Capital Management LLC | 0.01% | Reduce -2.3% | 1,055 | $78K |
| Roble, Belko & Company, Inc | 0.01% | Reduce -0.2% | 1,021 | $76K |
| Richard W. Paul & Associates, LLC | 0.03% | Reduce -20.3% | 1,015 | $75K |
| Guardian Wealth Management, Inc. | 0.05% | Reduce -6.8% | 1,013 | $75K |
| Dunhill Financial, LLC | 0.03% | No change | 1,006 | $74K |
| Main Management LLC | 0.01% | Reduce -9.1% | 1,000 | $74K |
| Atwood & Palmer Inc. | 0.01% | No change | 986 | $73K |
| Ascentis Wealth Management, LLC | 0.03% | Add +9.1% | 985 | $73K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +1.0% | 977 | $72K |
| Glen Eagle Advisors, LLC | 0.01% | Reduce -7.5% | 927 | $69K |
| Bfsg, LLC | 0.01% | No change | 910 | $67K |
| Sandy Spring Bank | 0.00% | Reduce -56.5% | 879 | $65K |
| Hollencrest Capital Management | 0.00% | Reduce -27.2% | 870 | $64K |
| Crowley Wealth Management, Inc. | 0.05% | — | 840 | $62K |
| St Germain D J Co. Inc. | 0.00% | No change | 833 | $62K |
| Financial Life Planners | 0.05% | — | 824 | $61K |
| WR Wealth Planners, LLC | 0.02% | Reduce -24.5% | 823 | $61K |
| PFS Partners, LLC | 0.03% | No change | 788 | $58K |
| Wolff Wiese Magana LLC | 0.04% | Reduce -48.8% | 723 | $54K |
| Redwood Park Advisors LLC | 0.04% | — | 710 | $53K |
| Trust Co | 0.01% | No change | 689 | $51K |
| Bokf, NA | 0.00% | No change | 675 | $51K |
| Creative Financial Designs Inc. | 0.00% | Reduce -6.6% | 662 | $49K |
| Global Wealth Strategies & Associates | 0.02% | No change | 658 | $49K |
| ORG Partners LLC | 0.01% | Add +12.6% | 635 | $47K |
| Avondale Wealth Management | 0.03% | No change | 625 | $46K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -17.7% | 619 | $46K |
| American National Bank & Trust | 0.00% | New | 585 | $43K |
| Bear Mountain Capital, Inc. | 0.02% | Add +162.5% | 525 | $43K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 576 | $43K |
| Castleview Partners, LLC | 0.02% | Reduce -76.3% | 548 | $42K |
| Pension & Wealth Management Advisors, Inc. | 0.01% | No change | 500 | $37K |
| HHM Wealth Advisors, LLC | 0.01% | Reduce -86.6% | 500 | $37K |
| Ulland Investment Advisors, LLC | 0.03% | No change | 500 | $37K |
| JPMorgan Chase & Co. | 0.00% | Reduce -36.5% | 492 | $36K |
| DHJJ Financial Advisors, Ltd. | 0.01% | No change | 491 | $36K |
| Cullen/Frost Bankers, Inc. | 0.00% | New | 490 | $36K |
| Financial Perspectives, Inc | 0.01% | No change | 485 | $36K |
| Capital A Wealth Management, LLC | 0.06% | — | 475 | $35K |
| Toth Financial Advisory Corp. | 0.00% | No change | 440 | $33K |
| Measured Risk Portfolios, Inc. | 0.04% | — | 430 | $32K |
| Dixon Mitchell Investment Counsel Inc. | 0.00% | No change | 425 | $31K |
| Pacific Center for Financial Services | 0.01% | New | 420 | $31K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 415 | $31K |
| SWAN Capital LLC | 0.01% | No change | 411 | $30K |
| Armstrong Advisory Group, Inc. | 0.00% | Add +310.0% | 410 | $30K |
| Activest Wealth Management | 0.01% | Add +53.0% | 404 | $30K |
| Holos Integrated Wealth LLC | 0.02% | — | 400 | $30K |
| Synergy Investment Management, LLC | 0.01% | — | 400 | $30K |
| Addison Advisors LLC | 0.01% | No change | 400 | $30K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +135.8% | 382 | $28K |
| Delta Asset Management LLC | 0.00% | No change | 380 | $28K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 353 | $26K |
| Headlands Technologies LLC | 0.00% | Reduce -89.2% | 345 | $26K |
| VSM Wealth Advisory, LLC | 0.01% | — | 327 | $24K |
| High Note Wealth, LLC | 0.01% | New | 327 | $24K |
| Boyd Watterson Asset Management LLC | 0.01% | Add +79.1% | 326 | $24K |
| Wood Tarver Financial Group, LLC | 0.01% | — | 321 | $23K |
| Kohmann Bosshard Financial Services, LLC | 0.00% | New | 302 | $22K |
| Rise Advisors, LLC | 0.01% | No change | 298 | $22K |
| JFS Wealth Advisors, LLC | 0.00% | Add +10.9% | 284 | $21K |
| Financially Speaking Inc | 0.01% | — | 275 | $20K |
| Brown, Lisle/Cummings, Inc. | 0.01% | Reduce -10.0% | 270 | $20K |
| Tradewinds Capital Management, LLC | 0.01% | No change | 269 | $20K |
| Oakworth Capital, Inc. | 0.00% | No change | 259 | $19K |
| First PREMIER Bank | 0.00% | No change | 250 | $19K |
| Hoey Investments, Inc. | 0.00% | Reduce -57.1% | 250 | $19K |
| Signature Resources Capital Management, LLC | 0.02% | No change | 236 | $17K |
| Carolina Wealth Advisors, LLC | 0.01% | No change | 235 | $17K |
| Evermay Wealth Management LLC | 0.00% | Add +38.5% | 230 | $17K |
| Nvwm, LLC | 0.00% | No change | 228 | $17K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 227 | $17K |
| First Horizon Advisors, Inc. | 0.00% | New | 220 | $16K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 210 | $16K |
| Strategic Investment Solutions, Inc. | 0.01% | No change | 209 | $15K |
| Investment Research & Advisory Group, Inc. | 0.01% | Reduce -80.1% | 368 | $15K |
| National Bank of Canada | 0.00% | Reduce -54.6% | 200 | $15K |
| Kozak & Associates, Inc. | 0.00% | No change | 182 | $14K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 190 | $14K |
| Atlas Capital Advisors Inc. | 0.00% | No change | 186 | $14K |
| WFA Asset Management Corp | 0.01% | No change | 182 | $13K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | No change | 160 | $12K |
| Medallion Wealth Advisors, LLC | 0.01% | — | 158 | $12K |
| Legend Financial Advisors, Inc. | 0.01% | New | 156 | $12K |
| Versant Capital Management, Inc | 0.00% | No change | 151 | $11K |
| FWL Investment Management, LLC | 0.00% | No change | 150 | $11K |
| Independence Bank of Kentucky | 0.00% | No change | 150 | $11K |
| Cornerstone Planning Group LLC | 0.00% | Reduce -90.2% | 125 | $10K |
| Capital Analysts, LLC | 0.00% | No change | 130 | $10K |
| Comprehensive Financial Planning, Inc. | 0.01% | — | 129 | $10K |
| Harbour Investments, Inc. | 0.00% | No change | 126 | $9K |
| Global Financial Private Client, LLC | 0.00% | No change | 111 | $8K |
| WealthTrak Capital Management LLC | 0.01% | — | 110 | $8K |
| Davis Capital Management | 0.01% | No change | 105 | $8K |
| Davidson Capital Management Inc. | 0.00% | New | 104 | $8K |
| Graney & King, LLC | 0.01% | — | 100 | $7K |
| Ridgewood Investments LLC | 0.00% | No change | 100 | $7K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 100 | $7K |
| Barrett & Company, Inc. | 0.00% | No change | 100 | $7K |
| Missouri Trust & Investment Co | 0.00% | No change | 100 | $7K |
| Concord Wealth Partners | 0.00% | No change | 100 | $7K |
| City Holding Co. | 0.00% | No change | 100 | $7K |
| BOK Financial Private Wealth, Inc. | 0.00% | No change | 100 | $7K |
| CVA Family Office, LLC | 0.00% | No change | 96 | $7K |
| Sugar Maple Asset Management, LLC | 0.01% | New | 95 | $7K |
| Cape Investment Advisory, Inc. | 0.00% | New | 90 | $7K |
| Group One Trading LLC | 0.00% | New | 76 | $6K |
| Westside Investment Management, Inc. | 0.00% | Reduce -25.0% | 75 | $6K |
| Milestone Investment Advisors LLC | 0.00% | No change | 74 | $5K |
| Laurel Wealth Advisors LLC | 0.00% | No change | 74 | $5K |
| Venturi Wealth Management, LLC | 0.00% | No change | 72 | $5K |
| Assetmark, Inc. | 0.00% | Add +8.2% | 66 | $5K |
| Game Plan Financial Advisors, LLC | 0.00% | No change | 60 | $4K |
| Thompson Investment Management, Inc. | 0.00% | No change | 60 | $4K |
| FSA Wealth Management LLC | 0.00% | Reduce -40.4% | 56 | $4K |
| Gen-Wealth Partners Inc | 0.00% | No change | 50 | $4K |
| Front Row Advisors LLC | 0.00% | No change | 50 | $4K |
| Tortoise Investment Management, LLC | 0.00% | No change | 50 | $4K |
| Cassady Schiller Wealth Management, LLC | 0.00% | No change | 46 | $3K |
| Briaud Financial Planning Inc | 0.00% | New | 50 | $3K |
| DiNuzzo Private Wealth, Inc. | 0.00% | Add +100.0% | 40 | $3K |
| Lanark Financial, Inc. | 0.26% | — | 37 | $3K |
| Beacon Capital Management, LLC | 0.00% | No change | 35 | $3K |
| Friedenthal Financial | 0.00% | No change | 33 | $2K |
| S&T Bank | 0.00% | New | 30 | $2K |
| CarsonAllaria Wealth Management, Ltd. | 0.00% | No change | 29 | $2K |
| POM Investment Strategies, LLC | 0.00% | New | 27 | $2K |
| Hager Investment Management Services, LLC | 0.00% | — | 27 | $2K |
| Pittenger & Anderson Inc. | 0.00% | No change | 24 | $2K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 20 | $1K |
| Coastline Trust Co | 0.00% | No change | 20 | $1K |
| Bellevue Asset Management, LLC | 0.00% | Reduce -80.0% | 29 | $1K |
| Householder Group Estate & Retirement Specialist, LLC | 0.00% | Reduce -91.5% | 14 | $1K |
| PrairieView Partners, LLC | 0.00% | Add +46.7% | 22 | $1K |
| Kentucky Trust Co | 0.00% | — | 11 | $814 |
| Cranbrook Wealth Management, LLC | 0.00% | No change | 10 | $741 |
| Colonial Trust Co / SC | 0.00% | No change | 10 | $740 |
| West Oak Capital, LLC | 0.00% | Reduce -40.0% | 384 | $264 |
| Nemes Rush Group LLC | 0.00% | No change | 2 | $148 |
| Arcadia Investment Advisors LLC | 0.00% | No change | 1 | $75 |
| Atala Financial Inc | 0.00% | — | 1 | $74 |
| 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.