Grayscale Bitcoin Trust ETFGBTCETF
13F holders, Q1 2025 (March 31)713holders −43
42new positions
79sold out
3famous investors
$63.31avg. 13F price*
At the end of Q1 2025, 713 institutions reported holding Grayscale Bitcoin Trust ETF (GBTC) in their 13F filings, down 43 from Q4 2024. 42 opened new positions and 79 sold out. The largest holders were Horizon Kinetics Asset Management LLC ($957.8M), Multicoin Capital Management, LLC ($86.1M) and LPL Financial LLC ($69.2M). 3 famous investors held it, including Israel Englander (0.0% of Millennium Management's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cathie Wood (0.0% of ARK Investment Management's portfolio).
- Company
- Grayscale Bitcoin Trust ETF
- CUSIP
- 389637109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 42 | $27.2M |
| Exits | 79 | $64.9M |
All 13F filers, Q4 2024 → Q1 2025: 2,581,373 shares bought and 2,288,956 shares sold, net +292,417 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 713 holders
| Horizon Kinetics Asset Management LLC | 11.01% | Reduce -3.1% | 14,696,513 | $957.8M |
| Multicoin Capital Management, LLC | 89.93% | No change | 1,321,808 | $86.1M |
| LPL Financial LLC | 0.03% | Reduce -5.3% | 1,062,605 | $69.2M |
| HighTower Advisors, LLC | 0.06% | Reduce -0.4% | 666,447 | $43.4M |
| Greenwich Wealth Management LLC | 2.93% | Reduce -0.4% | 640,920 | $38.7M |
| Wealthfront Advisers LLC | 0.07% | Reduce -4.5% | 422,635 | $27.5M |
| EagleClaw Capital Managment, LLC | 4.09% | Reduce -1.1% | 399,086 | $26.0M |
| Mad River Investors | 10.28% | Reduce -3.5% | 372,481 | $24.3M |
| DRW Securities, LLC | 2.05% | Add +849.0% | 370,589 | $24.2M |
| Moors & Cabot, Inc. | 1.09% | Reduce -9.5% | 328,095 | $21.4M |
| Jane Street Group, LLC | 0.04% | Add +57.8% | 320,223 | $20.9M |
| Cresset Asset Management, LLC | 0.10% | Add +27.0% | 299,976 | $19.5M |
| Beaumont Financial Advisors, LLC | 1.52% | Reduce -11.3% | 298,045 | $19.4M |
| One Charles Private Wealth Services, LLC | 6.18% | Reduce -0.6% | 292,881 | $19.1M |
| TB Alternative Assets Ltd. | 4.39% | Add +942.4% | 290,203 | $18.9M |
| Kingswood Wealth Advisors, LLC | 1.70% | Add +0.5% | 286,374 | $18.7M |
| Cambridge Investment Research Advisors, Inc. | 0.06% | Reduce -2.6% | 272,556 | $17.8M |
| Commonwealth Equity Services, LLC | 0.02% | Add +3.1% | 256,572 | $16.7M |
| Focus Partners Wealth | 0.04% | Reduce -3.8% | 233,574 | $15.2M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Reduce -7.4% | 204,765 | $13.3M |
| Mariner, LLC | 0.02% | Add +6.3% | 165,888 | $10.8M |
| Aristides Capital LLC | 3.99% | No change | 164,931 | $10.7M |
| Atlas Wealth Partners, LLC | 12.28% | Add +0.2% | 152,868 | $10.0M |
| RBF Capital, LLC | 0.62% | No change | 150,000 | $9.8M |
| Kestra Advisory Services, LLC | 0.05% | Reduce -9.4% | 149,611 | $9.8M |
| Foundations Investment Advisors, LLC | 0.17% | Add +0.4% | 144,456 | $9.4M |
| SLT Holdings LLC | 8.92% | No change | 137,838 | $9.0M |
| Lido Advisors, LLC | 0.05% | Add +1.8% | 136,509 | $8.9M |
| Sloy Dahl & Holst, LLC | 1.54% | Reduce -0.6% | 135,466 | $8.8M |
| Pasadena Private Wealth, LLC | 1.67% | Reduce -1.8% | 132,585 | $8.6M |
| Brookstone Capital Management | 0.12% | Reduce -1.6% | 126,201 | $8.2M |
| Fielder Capital Group LLC | 2.36% | Reduce -0.2% | 125,475 | $8.2M |
| Sequoia Financial Advisors, LLC | 0.06% | Add +8.0% | 125,277 | $8.2M |
| Lakewood Capital Management, LP | 0.72% | No change | 123,500 | $8.0M |
| Virtu Financial LLC | 0.40% | Add +33.6% | 112,767 | $7.3M |
| Fiduciary Alliance LLC | 0.71% | Add +7.3% | 111,303 | $7.3M |
| Birch Hill Investment Advisors LLC | 0.34% | No change | 110,970 | $7.2M |
| Blair William & Co. | 0.02% | Reduce -1.2% | 108,066 | $7.0M |
| Once Capital Management, LLC | 3.21% | No change | 107,700 | $7.0M |
| IMC-Chicago, LLC | 0.27% | New | 106,821 | $7.0M |
| Claro Advisors Inc. | 0.91% | Reduce -2.0% | 104,669 | $6.8M |
| Citrine Capital LLC | 4.23% | Reduce -0.6% | 103,658 | $6.8M |
| Larson Financial Group LLC | 0.32% | Reduce -3.1% | 102,674 | $6.7M |
| Millennium Management | 0.01% | Reduce -39.8% | 100,000 | $6.5M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -2.1% | 99,491 | $6.5M |
| Variant Private Wealth, LLC | 6.92% | Add +2.9% | 98,870 | $6.4M |
| Red Door Wealth Management, LLC | 0.94% | No change | 97,841 | $6.4M |
| Traphagen Investment Advisors LLC | 0.63% | Reduce -2.4% | 92,986 | $6.1M |
| Blue Square Asset Management, LLC | 3.25% | Reduce -5.2% | 92,800 | $6.0M |
| Creative Planning | 0.01% | Add +12.1% | 88,403 | $5.8M |
| Van Hulzen Asset Management, LLC | 0.50% | Reduce -1.3% | 84,201 | $5.5M |
| ICONIQ Capital, LLC | 0.09% | No change | 77,932 | $5.1M |
| Fiduciary Trust Co | 0.07% | Add +0.1% | 77,150 | $5.0M |
| Intellectus Partners, LLC | 1.24% | Reduce -2.2% | 76,934 | $5.0M |
| SCS Capital Management LLC | 0.06% | New | 75,957 | $5.0M |
| Haven Private, LLC | 2.80% | Add +3.4% | 75,906 | $4.9M |
| J. Safra Sarasin Holding AG | 0.09% | Add +19.7% | 73,100 | $4.8M |
| Advisory Services Network, LLC | 0.09% | Add +27.5% | 72,467 | $4.7M |
| Moneco Advisors, LLC | 0.48% | Reduce -8.2% | 71,719 | $4.7M |
| Ascension Capital Advisors, Inc. | 2.13% | Reduce -1.0% | 71,497 | $4.7M |
| Avantax Advisory Services, Inc. | 0.03% | Add +297.1% | 71,009 | $4.6M |
| NewEdge Wealth, LLC | 0.08% | Reduce -15.8% | 68,172 | $4.4M |
| Legacy Wealth Asset Management, LLC | 1.22% | Reduce -5.7% | 67,693 | $4.4M |
| Guild Investment Management, Inc. | 4.62% | Reduce -0.2% | 67,490 | $4.4M |
| Seldon Capital LP | 2.71% | No change | 66,107 | $4.3M |
| Consolidated Portfolio Review Corp | 0.68% | Reduce -11.9% | 65,490 | $4.3M |
| Independent Financial Group, LLC | 0.15% | Reduce -43.2% | 65,384 | $4.3M |
| Keystone Financial Group | 0.43% | Reduce -1.8% | 53,751 | $4.2M |
| Merit Financial Group, LLC | 0.06% | Reduce -2.8% | 63,883 | $4.2M |
| Cerity Partners LLC | 0.01% | Add +36.4% | 62,280 | $4.1M |
| Bleakley Financial Group, LLC | 0.13% | Reduce -2.6% | 61,054 | $4.0M |
| Beck Capital Management, LLC | 1.17% | Reduce -27.4% | 61,038 | $4.0M |
| Raymond James Financial Inc. | 0.00% | Add +4.5% | 59,362 | $3.9M |
| Smithfield Trust Co | 0.18% | No change | 56,195 | $3.7M |
| HFG Wealth Management, LLC | 2.21% | Reduce -6.7% | 49,391 | $3.7M |
| Kestra Private Wealth Services, LLC | 0.06% | Reduce -0.9% | 55,940 | $3.6M |
| Innovative Advisory Group, LLC | 3.46% | Reduce -52.6% | 55,934 | $3.6M |
| Convergence Financial, LLC | 0.71% | Reduce -3.7% | 55,543 | $3.6M |
| Verde Capital Management | 1.01% | Reduce -4.8% | 54,715 | $3.6M |
| Pekin Hardy Strauss, Inc. | 0.43% | Reduce -1.8% | 54,457 | $3.5M |
| NTV Asset Management LLC | 0.46% | Reduce -7.0% | 53,487 | $3.5M |
| Ethos Financial Group, LLC | 0.33% | New | 53,212 | $3.5M |
| Brown Advisory Inc. | 0.00% | No change | 51,683 | $3.4M |
| US Bancorp \de | 0.00% | Add +5.6% | 50,715 | $3.3M |
| NewEdge Advisors, LLC | 0.02% | Add +3.0% | 49,782 | $3.2M |
| Citadel Advisors | 0.00% | Add +449.4% | 48,594 | $3.2M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -27.2% | 47,206 | $3.1M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -1.4% | 45,868 | $3.0M |
| Proficio Capital Partners LLC | 0.23% | Reduce -3.6% | 44,427 | $2.9M |
| McRae Capital Management Inc. | 0.61% | New | 44,590 | $2.9M |
| Fagan Associates, Inc. | 0.48% | Reduce -0.6% | 44,236 | $2.9M |
| Epiq Partners, LLC | 1.60% | Reduce -7.8% | 44,155 | $2.9M |
| Certior Financial Group, LLC | 2.36% | Reduce -0.2% | 43,760 | $2.9M |
| Wealthspire Advisors, LLC | 0.02% | Reduce -13.5% | 43,594 | $2.8M |
| Prosperity Financial Group, Inc. | 1.41% | Reduce -0.1% | 43,473 | $2.8M |
| Captrust Financial Advisors | 0.01% | Reduce -12.8% | 41,569 | $2.7M |
| Cyndeo Wealth Partners, LLC | 0.18% | Reduce -3.5% | 41,340 | $2.7M |
| Sowell Financial Services LLC | 0.12% | Add +0.8% | 40,147 | $2.6M |
| Watts Gwilliam & Co., LLC | 0.57% | Reduce -4.2% | 40,000 | $2.6M |
| Waverly Advisors, LLC | 0.03% | Add +4.2% | 39,478 | $2.6M |
| Gallacher Capital Management LLC | 1.25% | Reduce -2.7% | 39,451 | $2.6M |
| Private Advisor Group, LLC | 0.02% | Reduce -1.2% | 39,350 | $2.6M |
| Visionary Wealth Advisors | 0.15% | Reduce -4.0% | 38,793 | $2.5M |
| Sprott Inc. | 0.15% | Add +8.4% | 38,290 | $2.5M |
| Pathstone Holdings, LLC | 0.01% | Reduce -20.1% | 38,150 | $2.5M |
| Interchange Capital Partners, LLC | 0.68% | Reduce -2.3% | 37,481 | $2.4M |
| Beacon Pointe Advisors, LLC | 0.03% | Add +2.4% | 37,160 | $2.4M |
| TigerOak Management, L.L.C. | 0.92% | Reduce -0.4% | 36,575 | $2.4M |
| Lanark Financial, Inc. | 0.20% | — | 36,445 | $2.4M |
| Mgo One Seven LLC | 0.09% | Reduce -0.9% | 36,070 | $2.4M |
| PYA Waltman Capital, LLC | 0.73% | Reduce -4.6% | 35,857 | $2.3M |
| B. Riley Wealth Advisors, Inc. | 0.07% | Add +15.9% | 35,832 | $2.3M |
| Integrated Wealth Concepts LLC | 0.03% | Reduce -25.4% | 34,877 | $2.3M |
| Susquehanna International Group, LLP | 0.00% | Reduce -6.3% | 34,459 | $2.2M |
| Compass Ion Advisors, LLC | 0.26% | Reduce -1.9% | 34,088 | $2.2M |
| McKinley Carter Wealth Services, Inc. | 0.13% | No change | 33,455 | $2.2M |
| WealthPlan Investment Management, LLC | 0.21% | Add +1.1% | 32,523 | $2.1M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -12.1% | 31,925 | $2.1M |
| Integrated Advisors Network LLC | 0.10% | Reduce -1.8% | 31,575 | $2.1M |
| Carnegie Investment Counsel | 0.05% | Reduce -3.4% | 32,478 | $2.0M |
| Ribbit Management Company, LLC | 0.20% | No change | 29,309 | $1.9M |
| Finer Wealth Management, Inc. | 1.13% | Reduce -5.1% | 29,014 | $1.9M |
| Illumine Investment Management, LLC | 1.53% | Reduce -5.8% | 28,599 | $1.9M |
| Diligent Investors, LLC | 0.45% | Add +0.0% | 28,462 | $1.9M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.06% | Add +1.7% | 28,338 | $1.8M |
| Stifel Financial Corp. | 0.00% | No change | 28,307 | $1.8M |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -3.7% | 30,189 | $1.8M |
| Atria Wealth Solutions, Inc. | 0.02% | Reduce -20.7% | 27,981 | $1.8M |
| Truist Financial Corp. | 0.00% | Reduce -2.8% | 27,808 | $1.8M |
| SJS Investment Consulting Inc. | 0.31% | Reduce -52.1% | 27,565 | $1.8M |
| Cura Wealth Advisors, LLC | 0.72% | No change | 27,390 | $1.8M |
| Canton Hathaway, LLC | 0.36% | No change | 27,200 | $1.8M |
| Indie Asset Partners, LLC | 1.52% | Reduce -16.6% | 26,830 | $1.7M |
| Choreo, LLC | 0.03% | Reduce -3.7% | 26,280 | $1.7M |
| Curi Capital, LLC | 0.04% | Reduce -9.4% | 26,009 | $1.7M |
| Spire Wealth Management | 0.05% | Reduce -11.2% | 25,636 | $1.7M |
| Fortem Financial Group, LLC | 0.64% | Add +0.0% | 25,257 | $1.6M |
| CRA Financial Services, LLC | 0.28% | Reduce -8.5% | 25,074 | $1.6M |
| Stratos Wealth Partners, LTD. | 0.03% | Add +27.6% | 25,019 | $1.6M |
| Osaic Holdings, Inc. | 0.00% | Reduce -39.3% | 25,012 | $1.6M |
| Tsfg, LLC | 0.33% | Reduce -4.2% | 24,617 | $1.6M |
| Sapient Capital LLC | 0.03% | Reduce -1.0% | 24,488 | $1.6M |
| Mainstay Capital Management LLC | 0.21% | No change | 24,048 | $1.6M |
| Jaffetilchin Investment Partners, LLC | 0.11% | Reduce -0.6% | 23,846 | $1.6M |
| White Knight Strategic Wealth Advisors, LLC | 1.42% | Reduce -50.0% | 23,744 | $1.5M |
| Abacus Planning Group, Inc. | 0.27% | Add +0.5% | 23,738 | $1.5M |
| MAI Capital Management | 0.01% | Reduce -3.5% | 23,736 | $1.5M |
| Blue Investment Partners LLC | 0.58% | Reduce -19.6% | 23,583 | $1.5M |
| Financial Management Professionals, Inc. | 0.19% | Reduce -0.2% | 23,416 | $1.5M |
| Perigon Wealth Management, LLC | 0.04% | Reduce -14.3% | 23,259 | $1.5M |
| SevenBridge Financial Group, LLC | 0.30% | Add +0.2% | 18,826 | $1.5M |
| Joseph P. Lucia & Associates, LLC | 0.69% | Reduce -12.2% | 23,158 | $1.5M |
| Quadcap Wealth Management, LLC | 0.22% | No change | 23,036 | $1.5M |
| Almanack Investment Partners, LLC. | 0.30% | Reduce -11.3% | 23,035 | $1.5M |
| Meridian Wealth Management, LLC | 0.07% | Reduce -0.9% | 22,870 | $1.5M |
| Ieq Capital, LLC | 0.01% | Reduce -0.0% | 22,635 | $1.5M |
| Wilmington Savings Fund Society, FSB | 0.03% | No change | 22,630 | $1.5M |
| Aurora Private Wealth, Inc. | 1.17% | Reduce -0.1% | 22,558 | $1.5M |
| Alamea Verwaltungs GmbH | 1.26% | — | 22,446 | $1.5M |
| TRUE Private Wealth Advisors | 0.18% | Reduce -1.4% | 22,407 | $1.5M |
| Prairie Wealth Advisors, Inc. | 0.71% | Reduce -1.5% | 22,283 | $1.5M |
| Moneta Group Investment Advisors LLC | 0.02% | Add +0.6% | 22,140 | $1.4M |
| Nwam LLC | 0.12% | Reduce -7.5% | 22,134 | $1.4M |
| Sharper & Granite LLC | 0.59% | No change | 21,900 | $1.4M |
| Wedbush Securities Inc. | 0.05% | Reduce -3.7% | 21,787 | $1.4M |
| Philadelphia Trust Co. | 0.12% | No change | 21,620 | $1.4M |
| Ameritas Advisory Services, LLC | 0.06% | No change | 20,040 | $1.4M |
| NFSG Corp | 0.34% | Reduce -12.5% | 21,415 | $1.4M |
| Matauro, LLC | 0.28% | Reduce -1.8% | 21,260 | $1.4M |
| Pallas Capital Advisors LLC | 0.06% | No change | 20,625 | $1.3M |
| Stansberry Asset Management, LLC | 0.17% | Reduce -12.6% | 20,556 | $1.3M |
| Global Assets Advisory, LLC | 0.25% | Add +202.9% | 20,678 | $1.3M |
| Upper Left Wealth Management, LLC | 0.94% | Add +0.8% | 20,176 | $1.3M |
| Johnson Investment Counsel Inc. | 0.01% | No change | 20,151 | $1.3M |
| Synovus Financial Corp. | 0.02% | Reduce -7.4% | 20,038 | $1.3M |
| Soltis Investment Advisors LLC | 0.12% | Reduce -2.2% | 19,975 | $1.3M |
| Cynosure Group, LLC | 0.18% | Add +24.0% | 19,665 | $1.3M |
| Berger Financial Group, Inc | 0.09% | Reduce -5.1% | 19,583 | $1.3M |
| Scotia Capital Inc. | 0.01% | Reduce -9.3% | 19,535 | $1.3M |
| U.S. Capital Wealth Advisors, LLC | 0.04% | Add +108.7% | 19,514 | $1.3M |
| Milestone Asset Management Group, LLC | 1.15% | No change | 19,506 | $1.3M |
| NorthCoast Asset Management LLC | 0.01% | Add +13.4% | 19,412 | $1.3M |
| Maridea Wealth Management LLC | 0.41% | Reduce -1.2% | 19,322 | $1.3M |
| Cibc World Market Inc. | 0.00% | Add +12.5% | 18,970 | $1.2M |
| Farther Finance Advisors, LLC | 0.03% | Reduce -0.9% | 18,295 | $1.2M |
| Aptus Capital Advisors, LLC | 0.01% | Add +0.0% | 18,827 | $1.2M |
| Blue Trust, Inc. | 0.02% | Reduce -4.8% | 18,510 | $1.2M |
| Royal Bank of Canada | 0.00% | Reduce -20.1% | 18,388 | $1.2M |
| Bellwether Advisors, LLC | 0.25% | Add +0.2% | 18,082 | $1.2M |
| HCR Wealth Advisors | 0.15% | No change | 17,850 | $1.2M |
| Pine Valley Investments Ltd Liability Co | 0.07% | Add +4.7% | 17,696 | $1.2M |
| Independent Advisor Alliance | 0.04% | Reduce -1.1% | 17,662 | $1.2M |
| SeaCrest Wealth Management, LLC | 0.12% | Add +2.4% | 16,735 | $1.1M |
| Geneos Wealth Management Inc. | 0.04% | Reduce -5.4% | 16,623 | $1.1M |
| HUB Investment Partners, LLC | 0.04% | Add +289.3% | 16,586 | $1.1M |
| FWG Holdings, LLC | 0.53% | Reduce -14.7% | 14,363 | $1.1M |
| Prime Capital Investment Advisors, LLC | 0.01% | Add +27.6% | 16,423 | $1.1M |
| Corient Private Wealth LP | 0.00% | Reduce -68.5% | 16,354 | $1.1M |
| Townsquare Capital LLC | 0.01% | Add +13.7% | 16,154 | $1.1M |
| Clearstead Advisors, LLC | 0.02% | Reduce -1.7% | 15,953 | $1.0M |
| Copia Wealth Management | 0.96% | Reduce -4.4% | 15,848 | $1.0M |
| Spectrum Planning & Advisory Services Inc. | 0.86% | No change | 15,789 | $1.0M |
| Rathbones Group PLC | 0.00% | Add +6.4% | 15,630 | $1.0M |
| Childress Capital Advisors, LLC | 0.29% | No change | 15,614 | $1.0M |
| AE Wealth Management LLC | 0.01% | Reduce -23.9% | 15,444 | $1.0M |
| Curran Financial Partners, LLC | 0.24% | No change | 15,158 | $988K |
| Empower Advisory Group, LLC | 0.00% | Reduce -14.9% | 15,141 | $987K |
| Montag A & Associates Inc. | 0.05% | Add +3.5% | 14,983 | $976K |
| Aries Wealth Management | 0.26% | Reduce -2.8% | 14,895 | $971K |
| Wealthcare Advisory Partners LLC | 0.03% | Reduce -2.7% | 14,839 | $967K |
| Financial Counselors Inc. | 0.01% | No change | 14,754 | $962K |
| Obsidian Cio, LLC | 0.16% | Reduce -0.8% | 14,663 | $956K |
| Pinnacle Associates Ltd. | 0.01% | Reduce -2.2% | 14,659 | $955K |
| Rothschild Investment LLC | 0.06% | No change | 14,490 | $944K |
| PFG Investments, LLC | 0.06% | Reduce -2.7% | 14,452 | $942K |
| Regions Financial Corp. | 0.01% | No change | 14,417 | $940K |
| Cary Street Partners Financial LLC | 0.03% | Add +1.7% | 14,364 | $936K |
| Mills Wealth Advisors LLC | 0.50% | Reduce -49.8% | 14,385 | $933K |
| Formidable Asset Management, LLC | 0.15% | Reduce -0.3% | 14,060 | $916K |
| Prosperity Wealth Management, Inc. | 0.43% | Add +339.1% | 13,911 | $907K |
| &partners | 0.01% | No change | 13,548 | $897K |
| Malaga Cove Capital, LLC | 0.38% | No change | 13,659 | $890K |
| Cherrydale Wealth Management, LLC | 0.35% | No change | 13,531 | $882K |
| Deltec Asset Management LLC | 0.19% | Reduce -2.2% | 13,350 | $870K |
| Belpointe Asset Management LLC | 0.05% | Reduce -29.6% | 13,291 | $866K |
| Circle Wealth Management, LLC | 0.02% | No change | 13,250 | $864K |
| OneAscent Financial Services LLC | 0.06% | Reduce -37.3% | 12,714 | $854K |
| Gables Capital Management Inc. | 0.42% | Add +3.2% | 12,995 | $847K |
| Quadrant Private Wealth Management, LLC | 0.21% | No change | 12,995 | $847K |
| Vista Finance, LLC | 0.73% | Add +10.1% | 12,987 | $846K |
| Wealth Alliance Advisory Group, LLC | 0.17% | No change | 12,744 | $831K |
| Chicago Partners Investment Group LLC | 0.03% | Add +22.9% | 10,934 | $830K |
| Aspen Grove Capital, LLC | 0.16% | No change | 12,655 | $825K |
| National Philanthropic Trust | 0.01% | No change | 12,389 | $807K |
| Signaturefd, LLC | 0.02% | Reduce -39.5% | 12,318 | $803K |
| Modern Wealth Management, LLC | 0.03% | Add +1.7% | 12,313 | $802K |
| Fiduciary Financial Group, LLC | 0.17% | Add +1.4% | 12,678 | $796K |
| Plancorp, LLC | 0.03% | No change | 12,174 | $793K |
| Doliver Advisors, LP | 0.22% | Add +0.0% | 12,173 | $793K |
| Transcend Capital Advisors, LLC | 0.06% | Add +3.6% | 12,164 | $793K |
| Pilgrim Partners Asia Pte Ltd | 0.75% | Add +37.1% | 12,130 | $791K |
| Runnymede Capital Advisors, Inc. | 0.76% | Add +0.1% | 12,095 | $788K |
| Essex Financial Services, Inc. | 0.06% | Reduce -3.9% | 11,979 | $781K |
| Dakota Wealth Management | 0.02% | Reduce -14.4% | 11,931 | $778K |
| Peapack Gladstone Financial Corp. | 0.01% | Add +1.8% | 11,897 | $775K |
| Matrix Private Capital Group LLC | 0.46% | No change | 11,785 | $768K |
| Acas, LLC | 0.58% | Add +26.6% | 10,021 | $764K |
| NorthRock Partners, LLC | 0.03% | Add +3.4% | 11,701 | $763K |
| Howland Capital Management LLC | 0.03% | No change | 11,600 | $756K |
| Bison Wealth, LLC | 0.07% | New | 10,177 | $756K |
| Embree Financial Group | 0.12% | Reduce -0.5% | 11,440 | $746K |
| HBK Sorce Advisory LLC | 0.02% | Reduce -0.4% | 11,433 | $745K |
| Beam Wealth Advisors, Inc. | 0.25% | Reduce -13.2% | 11,222 | $731K |
| Ritholtz Wealth Management | 0.02% | Reduce -0.1% | 11,193 | $729K |
| Schneider Downs Wealth Management Advisors, LP | 0.13% | No change | 11,185 | $729K |
| CW Advisors, LLC | 0.01% | New | 10,805 | $724K |
| Rwa Wealth Partners, LLC | 0.01% | Reduce -42.1% | 11,087 | $723K |
| Fortis Capital Management LLC | 0.14% | Reduce -2.9% | 10,971 | $715K |
| Smith, Moore & Co. | 0.07% | Add +1.4% | 10,955 | $714K |
| Earned Wealth Advisors, LLC | 0.16% | No change | 10,947 | $713K |
| Bank of Montreal | 0.00% | Add +0.3% | 10,877 | $709K |
| Western Wealth Management, LLC | 0.05% | Reduce -20.7% | 10,668 | $695K |
| Iridian Asset Management LLC | 0.22% | Reduce -10.8% | 10,559 | $688K |
| Stephen J. Garry & Associates, LLC | 0.64% | Add +0.8% | 10,556 | $688K |
| Advisor Resource Council | 0.06% | New | 11,570 | $685K |
| Centaurus Financial, Inc. | 0.04% | Reduce -1.5% | 10,409 | $678K |
| Chevy Chase Trust Holdings, LLC | 0.00% | No change | 10,186 | $664K |
| Keystone Global Partners, LLC | 0.46% | — | 10,147 | $661K |
| Brookwood Investment Group LLC | 0.11% | — | 10,060 | $656K |
| New Republic Capital, LLC | 0.28% | No change | 10,040 | $654K |
| Oxbow Advisors, LLC | 0.07% | No change | 10,000 | $652K |
| Clearwater Capital Advisors, LLC | 0.06% | Reduce -1.5% | 9,813 | $640K |
| Valeo Financial Advisors, LLC | 0.02% | Reduce -0.3% | 9,775 | $637K |
| Williams Jones Wealth Management, LLC. | 0.01% | Add +18.2% | 9,755 | $636K |
| Montz Harcus Wealth Management LLC | 0.35% | No change | 9,741 | $635K |
| United Advisor Group, LLC | 0.13% | New | 9,516 | $620K |
| Savant Capital, LLC | 0.01% | Reduce -22.5% | 9,506 | $620K |
| Insight Advisors, LLC/ PA | 0.11% | Add +0.9% | 9,431 | $615K |
| Bedell Frazier Investment Counselling, LLC | 0.16% | Reduce -1.6% | 9,422 | $614K |
| Edge Financial Advisors LLC | 0.39% | New | 9,421 | $614K |
| Ascentis Independent Advisors | 0.12% | Add +7.8% | 9,278 | $605K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Reduce -49.4% | 9,080 | $592K |
| Compagnie Lombard Odier SCmA | 0.01% | Reduce -35.6% | 9,050 | $590K |
| BCS Wealth Management | 0.15% | No change | 9,041 | $589K |
| AssuredPartners Investment Advisors, LLC | 0.11% | No change | 8,885 | $579K |
| Mission Wealth Management, LP | 0.01% | Reduce -11.2% | 8,829 | $575K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -6.7% | 8,822 | $575K |
| Prospera Financial Services Inc | 0.01% | Add +3.3% | 8,812 | $574K |
| Silicon Valley Capital Partners | 0.07% | Reduce -21.3% | 8,500 | $563K |
| Horrell Capital Management, Inc. | 0.23% | Reduce -0.8% | 8,593 | $560K |
| MADDEN SECURITIES Corp | 0.22% | Reduce -5.5% | 8,585 | $559K |
| Catalina Capital Group, LLC | 0.37% | Reduce -0.3% | 8,500 | $554K |
| Equitable Holdings, Inc. | 0.01% | Add +17.5% | 8,487 | $553K |
| Mutual Advisors, LLC | 0.02% | No change | 7,326 | $552K |
| Aveo Capital Partners, LLC | 0.09% | Reduce -4.3% | 7,270 | $552K |
| Magnolia Capital Advisors LLC | 0.15% | Add +2.4% | 8,409 | $548K |
| Walled Lake Planning & Wealth Management, LLC | 0.19% | No change | 8,406 | $548K |
| Galaxy Group Investments LLC | 0.12% | Reduce -71.4% | 8,335 | $543K |
| Orion Porfolio Solutions, LLC | 0.01% | Add +1.9% | 8,243 | $537K |
| Orion Portfolio Solutions, LLC | 0.01% | Add +1.9% | 8,243 | $537K |
| Evergreen Capital Management LLC | 0.02% | No change | 8,225 | $536K |
| Verdence Capital Advisors LLC | 0.04% | Reduce -17.2% | 8,224 | $536K |
| Kathmere Capital Management, LLC | 0.05% | No change | 8,141 | $531K |
| Westmount Partners, LLC | 0.16% | No change | 8,107 | $528K |
| Insigneo Advisory Services, LLC | 0.05% | Add +24.5% | 8,096 | $528K |
| Park Avenue Securities LLC | 0.01% | Reduce -3.9% | 8,055 | $525K |
| Csenge Advisory Group | 0.03% | Add +32.8% | 7,790 | $523K |
| PBMares Wealth Management LLC | 0.10% | Reduce -4.1% | 7,980 | $520K |
| Coppell Advisory Solutions LLC | 0.07% | Reduce -1.4% | 6,893 | $519K |
| MRP Capital Investments, LLC | 0.48% | No change | 7,955 | $518K |
| Firestone Capital Management | 0.14% | Reduce -13.9% | 7,945 | $518K |
| N.E.W. Advisory Services LLC | 0.04% | No change | 7,919 | $516K |
| Cypress Wealth Services, LLC | 0.10% | No change | 7,912 | $516K |
| Cantor Fitzgerald, L. P. | 0.02% | Add +10.5% | 7,900 | $515K |
| J.W. Cole Advisors, Inc. | 0.02% | Add +17.2% | 7,883 | $514K |
| Kelleher Financial Advisors | 0.20% | No change | 7,861 | $512K |
| Vanguard Capital Wealth Advisors | 0.63% | New | 7,850 | $512K |
| Beaird Harris Wealth Management, LLC | 0.04% | Reduce -28.0% | 7,761 | $506K |
| Axxcess Wealth Management, LLC | 0.01% | No change | 7,753 | $505K |
| Revolve Wealth Partners, LLC | 0.07% | No change | 7,715 | $503K |
| Bulltick Wealth Management, LLC | 0.13% | Add +2.4% | 7,659 | $499K |
| LMG Wealth Partners, LLC | 0.11% | New | 7,611 | $496K |
| Able Wealth Management LLC | 0.29% | Add +100.0% | 7,548 | $492K |
| Safeguard Investment Advisory Group, LLC | 0.13% | Reduce -1.9% | 7,482 | $488K |
| Harvest Investment Services, LLC | 0.14% | Add +49.0% | 7,461 | $486K |
| Ancora Advisors LLC | 0.01% | Add +46.2% | 7,260 | $473K |
| Pettinga Financial Advisors LLC | 0.11% | Reduce -10.5% | 7,178 | $468K |
| HB Wealth Management, LLC | 0.00% | Reduce -43.2% | 7,171 | $467K |
| Strategies Wealth Advisors, LLC | 0.06% | No change | 7,160 | $467K |
| RVW Wealth, LLC | 0.04% | No change | 7,059 | $460K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.04% | Reduce -2.3% | 6,781 | $455K |
| NCM Capital Management, LLC | 0.20% | No change | 6,923 | $451K |
| Two Sigma Securities, LLC | 0.07% | New | 6,895 | $449K |
| Verity Asset Management, Inc. | 0.18% | Add +17.3% | 6,797 | $443K |
| Silvercrest Asset Management Group LLC | 0.00% | No change | 6,750 | $440K |
| CreativeOne Wealth, LLC | 0.01% | Reduce -21.9% | 6,725 | $438K |
| Foundation Wealth Management, LLC | 0.34% | No change | 6,647 | $433K |
| Leigh Baldwin & Co., LLC | 0.35% | Add +5.6% | 6,620 | $431K |
| SouthState Bank Corp | 0.02% | No change | 6,458 | $421K |
| Acorn Financial Advisory Services Inc. | 0.08% | Reduce -24.4% | 6,426 | $419K |
| Equita Financial Network, Inc. | 0.15% | Reduce -0.0% | 6,420 | $418K |
| Stephenson & Company, Inc. | 0.27% | No change | 6,400 | $417K |
| Riverview Capital Advisers, LLC | 0.13% | No change | 6,373 | $415K |
| Schonfeld Strategic Advisors LLC | 0.00% | New | 6,348 | $414K |
| CMG Global Holdings, LLC | 0.27% | No change | 5,592 | $413K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -38.2% | 6,328 | $412K |
| Heritage Family Offices, LLP | 0.21% | No change | 6,325 | $412K |
| Equitable Trust Co. | 0.02% | Add +123.9% | 6,324 | $412K |
| Meixler Investment Management, Ltd. | 0.28% | Reduce -3.9% | 6,311 | $411K |
| Evercore Wealth Management, LLC | 0.01% | No change | 6,250 | $407K |
| IPG Investment Advisors LLC | 0.09% | Add +26.8% | 6,211 | $405K |
| American Capital Advisory, LLC | 0.22% | No change | 6,179 | $403K |
| Trevian Wealth Management LLC | 0.28% | Reduce -32.5% | 6,115 | $399K |
| Theory Financial LLC | 0.17% | New | 6,106 | $398K |
| Channel Wealth LLC | 0.12% | Reduce -0.8% | 6,100 | $398K |
| Woodley Farra Manion Portfolio Management Inc. | 0.02% | Reduce -9.3% | 6,073 | $396K |
| Cannell & Spears LLC | 0.01% | No change | 6,065 | $395K |
| Coastal Bridge Advisors, LLC | 0.06% | Add +62.1% | 6,055 | $395K |
| Americana Partners, LLC | 0.02% | Add +0.2% | 6,049 | $394K |
| Leo Wealth, LLC | 0.06% | Reduce -38.5% | 6,038 | $393K |
| Koshinski Asset Management, Inc. | 0.03% | Reduce -0.6% | 5,995 | $391K |
| Destiny Wealth Partners, LLC | 0.06% | No change | 5,982 | $390K |
| Main Street Financial Solutions, LLC | 0.03% | Reduce -15.1% | 5,967 | $389K |
| Garde Capital, Inc. | 0.02% | Reduce -1.3% | 5,937 | $387K |
| Carret Asset Management, LLC | 0.04% | Reduce -10.6% | 5,934 | $387K |
| Hantz Financial Services, Inc. | 0.01% | No change | 5,879 | $383K |
| Allworth Financial LP | 0.00% | Add +5.5% | 5,175 | $383K |
| Sandbox Financial Partners, LLC | 0.14% | Reduce -4.1% | 5,868 | $382K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | Add +1.7% | 5,855 | $382K |
| Secure Asset Management, LLC | 0.08% | Reduce -11.2% | 5,855 | $382K |
| Great Valley Advisor Group, Inc. | 0.01% | Reduce -8.0% | 5,817 | $379K |
| Cardiff Park Advisors, LLC | 0.04% | Add +5.5% | 5,800 | $378K |
| Parallel Advisors, LLC | 0.01% | Add +10.2% | 5,701 | $372K |
| HBW Advisory Services LLC | 0.05% | Add +9.5% | 5,685 | $370K |
| Flagstar Securities, Inc. | 0.09% | Reduce -25.0% | 5,630 | $367K |
| SteelPeak Wealth, LLC | 0.02% | Add +10.4% | 5,597 | $365K |
| Priebe Wealth Holdings LLC | 0.23% | No change | 5,580 | $364K |
| Richards, Merrill & Peterson, Inc. | 0.19% | Add +75.2% | 5,579 | $364K |
| Princeton Capital Management LLC | 0.13% | No change | 5,540 | $361K |
| Argent Trust Co | 0.01% | No change | 5,520 | $360K |
| SlateStone Wealth, LLC | 0.04% | No change | 5,513 | $359K |
| Johnson & White Wealth Management, LLC | 0.20% | Reduce -8.9% | 5,496 | $358K |
| Dynamic Advisor Solutions LLC | 0.01% | Reduce -5.4% | 5,482 | $357K |
| Arete Wealth Advisors, LLC | 0.03% | Reduce -13.1% | 5,481 | $357K |
| Snowden Capital Advisors LLC | 0.01% | Add +10.4% | 5,459 | $356K |
| Portfolio Strategies, Inc. | 0.06% | No change | 5,454 | $355K |
| Comerica Bank | 0.00% | Reduce -1.4% | 5,453 | $355K |
| Silver Oak Securities, Incorporated | 0.03% | Reduce -6.7% | 5,355 | $354K |
| Trek Financial, LLC | 0.03% | Reduce -1.0% | 5,430 | $354K |
| Magnus Financial Group LLC | 0.03% | Reduce -0.4% | 5,419 | $353K |
| Rahlfs Capital, LLC | 0.35% | Add +20.0% | 5,844 | $353K |
| Capital Investment Advisory Services, LLC | 0.03% | Add +50.9% | 5,411 | $353K |
| TD Waterhouse Canada Inc. | 0.00% | Add +93.2% | 5,245 | $352K |
| Sfmg, LLC | 0.03% | Reduce -11.2% | 5,382 | $351K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +28.1% | 5,345 | $348K |
| Flagship Harbor Advisors, LLC | 0.02% | Reduce -0.9% | 5,309 | $346K |
| Abound Financial, LLC | 0.17% | No change | 5,304 | $346K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +38.2% | 5,263 | $343K |
| CENTRAL TRUST Co | 0.01% | Add +267.4% | 5,254 | $342K |
| Affinity Capital Advisors, LLC | 0.07% | Add +0.5% | 5,163 | $342K |
| Arkadios Wealth Advisors | 0.01% | Add +57.9% | 5,231 | $341K |
| Fermata Advisors, LLC | 0.06% | Add +57.2% | 5,221 | $340K |
| Lifeworks Advisors, LLC | 0.06% | Reduce -9.7% | 5,220 | $340K |
| Leavell Investment Management, Inc. | 0.02% | Add +51.5% | 5,150 | $336K |
| Bluespring Wealth Management, LLC | 0.03% | No change | 5,116 | $333K |
| Narus Financial Partners, LLC | 0.11% | Add +27.9% | 5,050 | $329K |
| International Assets Investment Management, LLC | 0.03% | Reduce -0.6% | 5,050 | $329K |
| Retirement Planning Co of New England, Inc. | 0.16% | Reduce -1.6% | 5,368 | $328K |
| Graybill Wealth Management, LTD. | 0.11% | — | 5,000 | $326K |
| McDonald Partners LLC | 0.08% | Reduce -2.0% | 5,000 | $326K |
| Sunbelt Securities, Inc. | 0.03% | Add +7.2% | 4,930 | $321K |
| Journey Advisory Group, LLC | 0.03% | Reduce -0.8% | 4,878 | $318K |
| Howe & Rusling Inc. | 0.03% | Reduce -0.1% | 4,873 | $318K |
| Rossby Financial, LCC | 0.14% | No change | 4,205 | $317K |
| Fort Point Capital Partners LLC | 0.04% | Reduce -23.5% | 4,834 | $315K |
| Cwm, LLC | 0.00% | Add +14.2% | 4,812 | $314K |
| UMB Bank, n.a. | 0.01% | No change | 4,777 | $311K |
| Money Concepts Capital Corp. | 0.02% | No change | 4,735 | $309K |
| Arlington Capital Management, Inc. | 0.23% | Reduce -29.9% | 4,733 | $308K |
| Onyx Bridge Wealth Group LLC | 0.04% | No change | 4,729 | $308K |
| Inscription Capital, LLC | 0.05% | — | 4,866 | $307K |
| Inspire Advisors, LLC | 0.04% | New | 4,675 | $305K |
| HRC Wealth Management, LLC | 0.19% | Reduce -0.3% | 4,669 | $304K |
| Sterling Investment Counsel, LLC | 0.10% | New | 4,665 | $304K |
| Private Advisory Group LLC | 0.03% | No change | 4,613 | $301K |
| Joel Isaacson & Co., LLC | 0.01% | No change | 4,608 | $300K |
| Correct Capital Wealth Management | 0.06% | No change | 4,600 | $300K |
| Impact Partnership Wealth, LLC | 0.06% | Add +0.9% | 4,590 | $299K |
| Cornerstone Wealth Management, LLC | 0.02% | Add +5.4% | 4,559 | $297K |
| Ellsworth Advisors, LLC | 0.08% | No change | 4,550 | $297K |
| Arax Advisory Partners | 0.02% | No change | 4,549 | $296K |
| Delta Financial Group, Inc. | 0.07% | Reduce -2.9% | 4,245 | $296K |
| Edge Wealth Management LLC | 0.06% | Reduce -1.1% | 4,538 | $296K |
| GFG Capital, LLC | 0.09% | No change | 4,500 | $293K |
| Sound Income Strategies, LLC | 0.02% | No change | 4,463 | $291K |
| Mountain Capital Investment Advisors Inc. | 0.06% | Reduce -0.0% | 3,920 | $290K |
| Mill Creek Capital Advisors, LLC | 0.01% | Add +0.2% | 4,445 | $290K |
| Blackhawk Capital Partners, LLC | 0.15% | No change | 4,424 | $288K |
| Composition Wealth, LLC | 0.01% | No change | 4,353 | $284K |
| StoneX Group Inc. | 0.02% | Add +2.4% | 4,316 | $281K |
| Schnieders Capital Management LLC | 0.06% | Reduce -4.0% | 4,285 | $279K |
| Henrickson Nauta Wealth Advisors, Inc. | 0.11% | Reduce -3.9% | 4,419 | $278K |
| DeDora Capital, Inc. | 0.08% | Reduce -2.8% | 4,256 | $277K |
| Atlas Private Wealth Advisors | 0.04% | No change | 4,250 | $277K |
| Robertson Stephens Wealth Management, LLC | 0.01% | No change | 4,243 | $277K |
| Stratos Wealth Advisors, LLC | 0.02% | Add +11.0% | 4,226 | $275K |
| Invesco Ltd. | 0.00% | Reduce -15.4% | 4,224 | $275K |
| Sanders Morris Harris LLC | 0.04% | No change | 4,202 | $274K |
| Debussy Capital Management LP | 0.04% | No change | 4,173 | $272K |
| Tru Independence Asset Management 2, LLC | 0.20% | No change | 4,170 | $272K |
| Patten & Patten Inc. | 0.02% | Add +12.3% | 4,137 | $270K |
| Adalta Capital Management LLC | 0.14% | Add +20.9% | 4,135 | $269K |
| Centric Wealth Management | 0.07% | Add +8.7% | 4,119 | $268K |
| United Asset Strategies, Inc. | 0.02% | Reduce -10.8% | 4,118 | $268K |
| Synergy Asset Management, LLC | 0.03% | Reduce -50.1% | 4,095 | $267K |
| Jeppson Wealth Management, LLC | 0.10% | Reduce -1.6% | 4,080 | $266K |
| E&G Advisors, LLC | 0.07% | No change | 4,050 | $264K |
| Icon Wealth Advisors, LLC | 0.02% | Add +24.6% | 4,046 | $264K |
| Level Financial Advisors | 0.09% | No change | 4,041 | $263K |
| Marshall & Sullivan Inc. | 0.13% | No change | 4,040 | $263K |
| Investmark Advisory Group LLC | 0.13% | No change | 4,038 | $263K |
| Old Mission Investment Co LLC | 0.08% | Add +0.4% | 4,037 | $263K |
| Panoramic Investment Advisors, LLC | 0.18% | No change | 4,027 | $262K |
| Commerce Bank | 0.00% | No change | 4,021 | $262K |
| Roundview Capital LLC | 0.02% | New | 4,000 | $261K |
| Trilogy Capital Inc. | 0.01% | No change | 4,000 | $261K |
| Procyon Advisors, LLC | 0.02% | Add +1.0% | 3,960 | $258K |
| VestGen Advisors, LLC | 0.01% | — | 3,956 | $258K |
| Clear Harbor Asset Management, LLC | 0.02% | Add +34.6% | 3,950 | $257K |
| Novem Group | 0.04% | Reduce -7.8% | 3,888 | $253K |
| Cornerstone Wealth Group, LLC | 0.02% | Add +1.2% | 3,886 | $253K |
| Summit Financial, LLC | 0.01% | Add +7.2% | 3,864 | $252K |
| Mainstream Capital Management LLC | 0.20% | Reduce -0.5% | 3,857 | $251K |
| Bordeaux Wealth Advisors LLC | 0.05% | New | 3,856 | $251K |
| Moloney Securities Asset Management, LLC | 0.03% | Reduce -32.8% | 3,856 | $251K |
| Alliancebernstein L.P. | 0.00% | No change | 3,845 | $251K |
| Clare Market Investments LLC | 0.07% | New | 3,844 | $251K |
| MA Private Wealth | 0.05% | No change | 3,837 | $250K |
| Zhang Financial LLC | 0.01% | No change | 3,819 | $249K |
| L.M. Kohn & Company | 0.06% | New | 3,775 | $246K |
| Good Life Advisors, LLC | 0.02% | Add +1.6% | 3,771 | $246K |
| Tyler-Stone Wealth Management | 0.04% | Add +31.4% | 3,768 | $246K |
| Genesee Capital Advisors, LLC | 0.12% | Reduce -6.0% | 3,755 | $245K |
| Capital Advisors Wealth Management, LLC | 0.04% | Add +2.2% | 3,740 | $244K |
| WorthPointe, LLC | 0.11% | No change | 3,722 | $243K |
| Virtue Capital Management, LLC | 0.03% | New | 3,711 | $242K |
| Ausdal Financial Partners, Inc. | 0.02% | New | 3,701 | $241K |
| Enterprise Bank & Trust Co | 0.09% | No change | 3,700 | $241K |
| Royal Fund Management, LLC | 0.03% | Add +34.5% | 3,700 | $241K |
| Clear Creek Financial Management, LLC | 0.02% | Reduce -13.1% | 3,691 | $241K |
| RFG Advisory, LLC | 0.01% | Add +4.3% | 3,683 | $240K |
| IAM Advisory, LLC | 0.06% | Reduce -3.4% | 3,682 | $240K |
| Dudley Capital Management, LLC | 0.13% | No change | 3,647 | $238K |
| SP Asset Management LLC | 0.02% | No change | 3,640 | $237K |
| Forum Financial Management, LP | 0.00% | Reduce -9.6% | 3,611 | $235K |
| SageView Advisory Group, LLC | 0.01% | No change | 3,610 | $235K |
| Bosman Wealth Management, LLC | 0.24% | Reduce -23.7% | 3,605 | $235K |
| Strategic Financial Concepts, LLC | 0.04% | Reduce -5.0% | 3,597 | $234K |
| Parkside Financial Bank & Trust | 0.03% | No change | 3,535 | $230K |
| Sentry LLC | 0.04% | New | 3,531 | $230K |
| Oarsman Capital, Inc. | 0.04% | No change | 3,523 | $230K |
| Sovereign Financial Group, Inc. | 0.05% | No change | 3,495 | $228K |
| Alterna Wealth Management, Inc. | 0.17% | Add +1.3% | 3,490 | $227K |
| Bonfire Financial | 0.21% | Add +12.9% | 3,473 | $226K |
| OneDigital Investment Advisors LLC | 0.00% | Reduce -26.7% | 3,467 | $226K |
| Modus Advisors, LLC | 0.07% | Add +0.2% | 3,449 | $225K |
| IFP Advisors, Inc | 0.01% | Add +2.3% | 3,448 | $225K |
| Objective Capital Management, LLC | 0.28% | No change | 3,400 | $222K |
| North Star Investment Management Corp. | 0.02% | No change | 3,397 | $221K |
| Madison Wealth Partners, Inc | 0.05% | No change | 3,392 | $221K |
| Samalin Investment Counsel, LLC | 0.09% | Reduce -47.6% | 3,361 | $219K |
| Ashton Thomas Private Wealth, LLC | 0.01% | New | 3,351 | $218K |
| Integrity Alliance, Llc. | 0.01% | New | 3,320 | $216K |
| MJP Associates Inc. | 0.04% | No change | 3,310 | $216K |
| Advisor OS, LLC | 0.02% | No change | 3,310 | $216K |
| Ransom Advisory, Ltd | 0.11% | Add +73.7% | 3,300 | $215K |
| Cutter & CO Brokerage, Inc. | 0.05% | Reduce -15.4% | 3,300 | $215K |
| Thrive Wealth Management, LLC | 0.04% | No change | 3,295 | $215K |
| Three Magnolias Financial Advisors, LLC | 0.18% | Reduce -6.0% | 3,286 | $214K |
| Opal Wealth Advisors, LLC | 0.07% | Reduce -16.7% | 3,285 | $214K |
| Mayfair Advisory Group, LLC | 0.12% | Add +1.1% | 3,260 | $212K |
| Freestone Capital Holdings, LLC | 0.01% | Reduce -2.1% | 3,254 | $212K |
| Summit X, LLC | 0.04% | Add +0.6% | 3,240 | $211K |
| Avantax Planning Partners, Inc. | 0.01% | No change | 3,223 | $210K |
| TrueWealth Advisors, LLC | 0.07% | No change | 3,185 | $208K |
| Flynn Zito Capital Management, LLC | 0.10% | No change | 3,182 | $207K |
| Brave Asset Management Inc. | 0.07% | No change | 3,173 | $207K |
| Nadler Financial Group, Inc. | 0.02% | Reduce -3.1% | 3,167 | $206K |
| BostonPremier Wealth LLC | 0.13% | No change | 3,165 | $206K |
| Advance Capital Management, Inc. | 0.01% | Add +3.3% | 3,164 | $206K |
| Zacks Investment Management | 0.00% | No change | 3,152 | $205K |
| Traynor Capital Management, Inc. | 0.02% | Reduce -72.7% | 3,151 | $205K |
| Blue Fin Capital, Inc. | 0.04% | No change | 3,107 | $202K |
| FMR LLC | 0.00% | Reduce -22.0% | 2,995 | $195K |
| Glass Jacobson Investment Advisors llc | 0.06% | No change | 2,596 | $192K |
| Bogart Wealth, LLC | 0.01% | Add +11.2% | 2,749 | $179K |
| SOA Wealth Advisors, LLC. | 0.04% | No change | 2,718 | $177K |
| Cooksen Wealth, LLC | 0.18% | New | 2,785 | $176K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +585.1% | 2,617 | $171K |
| Highline Wealth Partners LLC | 0.06% | No change | 2,540 | $166K |
| Western Pacific Wealth Management, LP | 0.15% | Add +25.0% | 2,500 | $163K |
| Morgan Stanley | 0.00% | Reduce -10.5% | 2,454 | $160K |
| Pandora Wealth, Inc. | 0.10% | — | 2,450 | $160K |
| Brown Brothers Harriman & Co. | 0.00% | Add +16.9% | 2,421 | $158K |
| Bank of America Corp. | 0.00% | Add +4.6% | 2,261 | $147K |
| JNBA Financial Advisors | 0.02% | No change | 2,250 | $147K |
| Wells Fargo & Company | 0.00% | Add +0.0% | 2,247 | $146K |
| Lindbrook Capital, LLC | 0.01% | Add +9.9% | 2,228 | $145K |
| HHM Wealth Advisors, LLC | 0.02% | Add +340.0% | 2,200 | $143K |
| Richardson Capital Management LLC | 0.09% | No change | 2,184 | $142K |
| Whittier Trust Co. | 0.00% | No change | 2,184 | $142K |
| Fairscale Capital, LLC | 0.12% | No change | 2,024 | $132K |
| Mather Group, Llc. | 0.00% | No change | 2,000 | $130K |
| Tidemark, LLC | 0.05% | Add +0.2% | 1,896 | $124K |
| LFA - Lugano Financial Advisors SA | 0.08% | No change | 1,835 | $120K |
| Legacy Wealth Managment, LLC | 0.09% | Reduce -7.2% | 1,814 | $118K |
| Salem Investment Counselors Inc. | 0.00% | No change | 1,773 | $116K |
| Colonial Trust Advisors | 0.01% | Add +24.8% | 1,760 | $115K |
| Kiker Wealth Management, LLC | 0.07% | New | 1,682 | $110K |
| Huntington National Bank | 0.00% | No change | 1,602 | $104K |
| Transce3nd, LLC | 0.05% | Add +4.1% | 1,561 | $102K |
| Optimum Investment Advisors | 0.05% | No change | 1,500 | $98K |
| Glen Eagle Advisors, LLC | 0.02% | Add +59.3% | 1,477 | $96K |
| Plante Moran Financial Advisors, LLC | 0.01% | Reduce -3.3% | 1,471 | $96K |
| Nova Wealth Management, Inc. | 0.08% | No change | 1,450 | $94K |
| Valley National Advisers Inc. | 0.02% | No change | 1,456 | $94K |
| Smallwood Wealth Investment Management, LLC | 0.06% | New | 1,430 | $93K |
| Jackson, Grant Investment Advisers, Inc. | 0.04% | No change | 1,387 | $90K |
| JPMorgan Chase & Co. | 0.00% | Add +179.3% | 1,374 | $90K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +34.9% | 1,318 | $86K |
| Edmond DE Rothschild Holding S.A. | 0.00% | No change | 1,300 | $85K |
| Ascentis Wealth Management, LLC | 0.03% | Add +26.1% | 1,242 | $83K |
| McIlrath & Eck, LLC | 0.01% | Add +5.5% | 1,248 | $81K |
| Quent Capital, LLC | 0.01% | Reduce -83.2% | 1,228 | $80K |
| JDM Financial Group LLC | 0.04% | No change | 1,183 | $77K |
| Golden State Wealth Management, LLC | 0.01% | Reduce -4.8% | 1,180 | $77K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +89.8% | 1,175 | $77K |
| Tompkins Financial Corp. | 0.01% | No change | 1,141 | $74K |
| Creekmur Asset Management LLC | 0.02% | No change | 1,138 | $74K |
| Headlands Technologies LLC | 0.01% | Add +227.0% | 1,128 | $74K |
| Safe Harbor Fiduciary, LLC | 0.08% | No change | 1,114 | $73K |
| Guardian Wealth Management, Inc. | 0.04% | No change | 1,013 | $66K |
| Dunhill Financial, LLC | 0.03% | No change | 1,006 | $66K |
| Cornerstone Planning Group LLC | 0.02% | Add +600.0% | 875 | $65K |
| Atwood & Palmer Inc. | 0.00% | No change | 986 | $64K |
| Manchester Capital Management LLC | 0.01% | Reduce -7.1% | 980 | $64K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -36.7% | 950 | $62K |
| Sandy Spring Bank | 0.00% | Add +6.5% | 936 | $61K |
| Bfsg, LLC | 0.01% | No change | 910 | $59K |
| Crowley Wealth Management, Inc. | 0.05% | No change | 840 | $55K |
| St Germain D J Co. Inc. | 0.00% | No change | 833 | $54K |
| PFS Partners, LLC | 0.03% | No change | 788 | $51K |
| Roble, Belko & Company, Inc | 0.01% | Reduce -28.2% | 733 | $48K |
| Hollencrest Capital Management | 0.00% | Reduce -16.7% | 725 | $47K |
| Wolff Wiese Magana LLC | 0.03% | No change | 723 | $47K |
| Redwood Park Advisors LLC | 0.04% | No change | 710 | $46K |
| Atticus Wealth Management, LLC | 0.01% | Reduce -59.5% | 698 | $45K |
| Trust Co | 0.01% | No change | 689 | $45K |
| Bokf, NA | 0.00% | No change | 675 | $44K |
| Creative Financial Designs Inc. | 0.00% | No change | 662 | $43K |
| Global Wealth Strategies & Associates | 0.01% | No change | 658 | $43K |
| Bear Mountain Capital, Inc. | 0.02% | No change | 525 | $40K |
| Flaharty Asset Management, LLC | 0.01% | New | 599 | $39K |
| Harbor Investment Advisory, LLC | 0.00% | Add +2.6% | 591 | $39K |
| ORG Partners LLC | 0.01% | Reduce -19.5% | 511 | $34K |
| Hurley Capital, LLC | 0.03% | New | 517 | $34K |
| Ulland Investment Advisors, LLC | 0.03% | No change | 500 | $33K |
| Activest Wealth Management | 0.01% | Add +24.8% | 504 | $33K |
| Pension & Wealth Management Advisors, Inc. | 0.01% | No change | 500 | $33K |
| DHJJ Financial Advisors, Ltd. | 0.01% | No change | 491 | $32K |
| Capital A Wealth Management, LLC | 0.03% | No change | 475 | $31K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 410 | $30K |
| Toth Financial Advisory Corp. | 0.00% | No change | 440 | $29K |
| Dixon Mitchell Investment Counsel Inc. | 0.00% | No change | 425 | $28K |
| Pacific Center for Financial Services | 0.01% | No change | 420 | $27K |
| First Horizon Advisors, Inc. | 0.00% | Add +90.9% | 420 | $27K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 415 | $27K |
| SWAN Capital LLC | 0.01% | No change | 411 | $27K |
| Holos Integrated Wealth LLC | 0.02% | No change | 400 | $26K |
| Synergy Investment Management, LLC | 0.01% | No change | 400 | $26K |
| Addison Advisors LLC | 0.01% | No change | 400 | $26K |
| Financial Perspectives, Inc | 0.01% | Reduce -20.6% | 385 | $25K |
| Delta Asset Management LLC | 0.00% | No change | 380 | $25K |
| GPS Wealth Strategies Group, LLC | 0.00% | Add +2.0% | 360 | $23K |
| JFS Wealth Advisors, LLC | 0.00% | Add +26.4% | 359 | $23K |
| Harbour Investments, Inc. | 0.00% | Add +182.5% | 356 | $23K |
| VSM Wealth Advisory, LLC | 0.01% | No change | 327 | $21K |
| High Note Wealth, LLC | 0.01% | No change | 327 | $21K |
| Boyd Watterson Asset Management LLC | 0.01% | No change | 326 | $21K |
| Wood Tarver Financial Group, LLC | 0.01% | No change | 321 | $21K |
| Oakworth Capital, Inc. | 0.00% | Add +15.8% | 300 | $20K |
| Financially Speaking Inc | 0.01% | No change | 275 | $18K |
| Brown, Lisle/Cummings, Inc. | 0.01% | No change | 270 | $18K |
| Tradewinds Capital Management, LLC | 0.00% | No change | 269 | $18K |
| Hoey Investments, Inc. | 0.00% | No change | 250 | $16K |
| Davidson Capital Management Inc. | 0.00% | Add +137.5% | 247 | $16K |
| First PREMIER Bank | 0.00% | No change | 250 | $16K |
| Signature Resources Capital Management, LLC | 0.01% | No change | 236 | $15K |
| Carolina Wealth Advisors, LLC | 0.01% | No change | 235 | $15K |
| Evermay Wealth Management LLC | 0.00% | No change | 230 | $15K |
| Jones Financial Companies LLLP | 0.00% | New | 225 | $15K |
| Nvwm, LLC | 0.00% | No change | 228 | $15K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 227 | $15K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 210 | $14K |
| Strategic Investment Solutions, Inc. | 0.00% | No change | 209 | $14K |
| Investment Research & Advisory Group, Inc. | 0.01% | No change | 368 | $13K |
| Westside Investment Management, Inc. | 0.00% | Add +173.3% | 205 | $13K |
| Arlington Trust Co LLC | 0.00% | New | 200 | $13K |
| BlackRock, Inc. | 0.00% | New | 200 | $13K |
| National Bank of Canada | 0.00% | No change | 200 | $13K |
| Capital Analysts, LLC | 0.00% | Add +47.7% | 192 | $13K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -89.7% | 190 | $12K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 190 | $12K |
| Kozak & Associates, Inc. | 0.00% | No change | 182 | $12K |
| Atlas Capital Advisors Inc. | 0.00% | No change | 186 | $12K |
| WFA Asset Management Corp | 0.01% | No change | 182 | $11K |
| Medallion Wealth Advisors, LLC | 0.00% | No change | 158 | $11K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | No change | 160 | $10K |
| Versant Capital Management, Inc | 0.00% | No change | 151 | $10K |
| FWL Investment Management, LLC | 0.00% | No change | 150 | $10K |
| Independence Bank of Kentucky | 0.00% | No change | 150 | $10K |
| Bellevue Asset Management, LLC | 0.01% | Add +400.0% | 145 | $9K |
| Financial Gravity Asset Management, Inc. | 0.00% | — | 140 | $9K |
| American National Bank & Trust | 0.00% | Reduce -76.1% | 140 | $9K |
| Comprehensive Financial Planning, Inc. | 0.01% | No change | 129 | $8K |
| Global Financial Private Client, LLC | 0.00% | No change | 111 | $7K |
| WealthTrak Capital Management LLC | 0.01% | No change | 110 | $7K |
| Kathleen S. Wright Associates Inc. | 0.00% | Reduce -95.1% | 110 | $7K |
| Davis Capital Management | 0.01% | No change | 105 | $7K |
| Graney & King, LLC | 0.00% | No change | 100 | $7K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 100 | $7K |
| Ridgewood Investments LLC | 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 |
| Cape Investment Advisory, Inc. | 0.00% | Add +5.6% | 95 | $6K |
| Cheviot Value Management, LLC | 0.00% | New | 83 | $6K |
| CVA Family Office, LLC | 0.00% | Reduce -4.2% | 92 | $6K |
| Cherry Tree Wealth Management, LLC | 0.00% | New | 91 | $6K |
| Pittenger & Anderson Inc. | 0.00% | Add +270.8% | 89 | $6K |
| Assetmark, Inc. | 0.00% | No change | 66 | $4K |
| Laurel Wealth Advisors LLC | 0.00% | Reduce -12.2% | 65 | $4K |
| 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% | No change | 56 | $3K |
| Gen-Wealth Partners Inc | 0.00% | No change | 50 | $3K |
| Front Row Advisors LLC | 0.00% | No change | 50 | $3K |
| Riggs Asset Managment Co. Inc. | 0.00% | New | 50 | $3K |
| DiNuzzo Private Wealth, Inc. | 0.00% | Add +25.0% | 50 | $3K |
| Tortoise Investment Management, LLC | 0.00% | No change | 50 | $3K |
| Briaud Financial Planning Inc | 0.00% | No change | 50 | $3K |
| Friedenthal Financial | 0.00% | No change | 33 | $2K |
| S&T Bank | 0.00% | No change | 30 | $2K |
| CarsonAllaria Wealth Management, Ltd. | 0.00% | No change | 29 | $2K |
| POM Investment Strategies, LLC | 0.00% | No change | 27 | $2K |
| Hager Investment Management Services, LLC | 0.00% | No change | 27 | $2K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 20 | $1K |
| Coastline Trust Co | 0.00% | No change | 20 | $1K |
| ARK Investment Management | 0.00% | New | 20 | $1K |
| Coldstream Capital Management Inc. | 0.00% | New | 18 | $1K |
| PrairieView Partners, LLC | 0.00% | No change | 22 | $1K |
| Eq Wealth Advisors, LLC | 0.00% | New | 11 | $717 |
| Kentucky Trust Co | 0.00% | No change | 11 | $717 |
| Cranbrook Wealth Management, LLC | 0.00% | No change | 10 | $652 |
| Colonial Trust Co / SC | 0.00% | No change | 10 | $652 |
| Albion Financial Group | 0.00% | New | 10 | $652 |
| West Oak Capital, LLC | 0.00% | No change | 384 | $232 |
| Nemes Rush Group LLC | 0.00% | No change | 2 | $130 |
| Arcadia Investment Advisors LLC | 0.00% | No change | 1 | $66 |
| Atala Financial Inc | 0.00% | No change | 1 | $65 |
| Avion Wealth | 0.00% | New | 10 | $0 |
| Palacios Wealth Management, LLC | 0.00% | New | 1,000,000 | $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.