Grayscale Bitcoin Trust ETFGBTCETF
13F holders, Q2 2025 (June 30)At the end of Q2 2025, 765 institutions reported holding Grayscale Bitcoin Trust ETF (GBTC) in their 13F filings, up 52 from Q1 2025. 89 opened new positions and 46 sold out. The largest holders were Horizon Kinetics Asset Management LLC ($1.2B), Multicoin Capital Management, LLC ($112.1M) and LPL Financial LLC ($88.4M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Grayscale Bitcoin Trust ETF
- CUSIP
- 389637109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 89 | $44.0M |
| Exits | 46 | $24.1M |
All 13F filers, Q1 2025 → Q2 2025: 2,191,993 shares bought and 2,574,448 shares sold, net −382,455 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 765 holders
| Horizon Kinetics Asset Management LLC | 14.64% | Reduce -1.0% | 14,551,191 | $1.2B |
| Multicoin Capital Management, LLC | 89.88% | No change | 1,321,808 | $112.1M |
| LPL Financial LLC | 0.03% | Reduce -1.9% | 1,041,987 | $88.4M |
| Jane Street Group, LLC | 0.14% | Add +218.6% | 1,020,326 | $86.6M |
| HighTower Advisors, LLC | 0.07% | Reduce -2.5% | 649,801 | $55.1M |
| Greenwich Wealth Management LLC | 2.43% | Reduce -0.6% | 637,137 | $50.1M |
| Wealthfront Advisers LLC | 0.09% | Reduce -6.1% | 396,907 | $33.7M |
| EagleClaw Capital Managment, LLC | 4.93% | Reduce -2.5% | 388,961 | $33.0M |
| Mad River Investors | 14.15% | Reduce -0.0% | 372,381 | $31.6M |
| IMC-Chicago, LLC | 0.77% | Add +239.6% | 362,801 | $30.8M |
| Moors & Cabot, Inc. | 1.27% | Reduce -1.8% | 322,061 | $27.3M |
| One Charles Private Wealth Services, LLC | 6.95% | Reduce -0.4% | 291,784 | $24.8M |
| Beaumont Financial Advisors, LLC | 1.76% | Reduce -4.0% | 285,961 | $24.3M |
| Kingswood Wealth Advisors, LLC | 1.89% | Reduce -1.4% | 282,255 | $23.9M |
| Cambridge Investment Research Advisors, Inc. | 0.07% | Reduce -0.6% | 270,931 | $23.0M |
| Cresset Asset Management, LLC | 0.11% | Reduce -12.8% | 261,473 | $22.2M |
| Commonwealth Equity Services, LLC | 0.03% | Reduce -3.5% | 247,459 | $21.0M |
| TB Alternative Assets Ltd. | 3.69% | Reduce -19.1% | 234,675 | $19.9M |
| Focus Partners Wealth | 0.04% | Reduce -6.5% | 218,342 | $18.5M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Reduce -6.9% | 190,564 | $16.4M |
| Susquehanna International Group, LLP | 0.02% | Add +453.3% | 190,657 | $16.2M |
| Mariner, LLC | 0.02% | Add +2.0% | 169,276 | $14.4M |
| Aristides Capital LLC | 4.46% | No change | 164,931 | $14.0M |
| Virtu Financial LLC | 0.69% | Add +39.9% | 157,710 | $13.4M |
| RBF Capital, LLC | 0.63% | No change | 150,000 | $12.7M |
| Atlas Wealth Partners, LLC | 14.48% | Reduce -3.2% | 147,923 | $12.5M |
| Sloy Dahl & Holst, LLC | 1.60% | Reduce -0.0% | 135,449 | $11.5M |
| Lido Advisors, LLC | 0.06% | Reduce -1.6% | 134,358 | $11.4M |
| Fiduciary Alliance LLC | 0.82% | Add +15.7% | 128,807 | $10.9M |
| Fielder Capital Group LLC | 2.83% | Reduce -0.1% | 125,287 | $10.6M |
| Pasadena Private Wealth, LLC | 1.82% | Reduce -5.6% | 125,161 | $10.6M |
| Foundations Investment Advisors, LLC | 0.17% | Reduce -13.4% | 125,142 | $10.6M |
| Kestra Advisory Services, LLC | 0.05% | Reduce -16.6% | 124,707 | $10.6M |
| Brookstone Capital Management | 0.14% | Reduce -1.6% | 124,216 | $10.5M |
| Lakewood Capital Management, LP | 0.80% | No change | 123,500 | $10.5M |
| Sequoia Financial Advisors, LLC | 0.07% | Reduce -3.0% | 121,538 | $10.3M |
| SLT Holdings LLC | 7.71% | Reduce -14.0% | 118,492 | $10.1M |
| Ieq Capital, LLC | 0.06% | Add +400.6% | 113,310 | $9.6M |
| Birch Hill Investment Advisors LLC | 0.41% | Reduce -1.6% | 109,150 | $9.3M |
| Once Capital Management, LLC | 2.83% | No change | 107,700 | $9.1M |
| Blair William & Co. | 0.03% | Reduce -0.4% | 107,600 | $9.1M |
| Citrine Capital LLC | 4.66% | Reduce -0.1% | 103,505 | $8.8M |
| Larson Financial Group LLC | 0.35% | Reduce -0.1% | 102,625 | $8.7M |
| ICONIQ Capital, LLC | 0.15% | Add +30.3% | 101,575 | $8.6M |
| Millennium Management | 0.01% | No change | 100,000 | $8.5M |
| Variant Private Wealth, LLC | 8.70% | Reduce -0.1% | 98,809 | $8.4M |
| Red Door Wealth Management, LLC | 0.99% | Reduce -0.2% | 97,685 | $8.3M |
| Creative Planning | 0.01% | Add +8.9% | 96,247 | $8.2M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -6.9% | 92,664 | $7.9M |
| Traphagen Investment Advisors LLC | 0.74% | Reduce -0.5% | 92,501 | $7.8M |
| Claro Advisors Inc. | 1.29% | Reduce -12.0% | 92,107 | $7.8M |
| Blue Square Asset Management, LLC | 3.58% | Reduce -2.9% | 90,101 | $7.6M |
| Renaissance Technologies | 0.01% | New | 80,100 | $6.8M |
| Van Hulzen Asset Management, LLC | 0.56% | Reduce -5.4% | 79,622 | $6.8M |
| Intellectus Partners, LLC | 1.40% | Reduce -0.7% | 76,371 | $6.5M |
| SCS Capital Management LLC | 0.07% | No change | 75,957 | $6.4M |
| Haven Private, LLC | 2.84% | Reduce -0.7% | 75,396 | $6.4M |
| Advisory Services Network, LLC | 0.10% | Reduce -5.8% | 68,287 | $6.3M |
| WESCAP Management Group, Inc. | 1.41% | New | 72,972 | $6.2M |
| Consolidated Portfolio Review Corp | 0.86% | Add +11.3% | 72,900 | $6.2M |
| Raymond James Financial Inc. | 0.00% | Add +22.7% | 72,811 | $6.2M |
| Fiduciary Trust Co | 0.08% | Reduce -6.5% | 72,150 | $6.1M |
| Osaic Holdings, Inc. | 0.01% | Add +180.4% | 70,124 | $5.9M |
| Ascension Capital Advisors, Inc. | 2.48% | Reduce -2.2% | 69,908 | $5.9M |
| Moneco Advisors, LLC | 0.55% | Reduce -3.1% | 69,519 | $5.9M |
| Farther Finance Advisors, LLC | 0.12% | Add +275.2% | 68,650 | $5.8M |
| Guild Investment Management, Inc. | 4.96% | Reduce -0.3% | 67,300 | $5.7M |
| Seldon Capital LP | 2.44% | No change | 66,107 | $5.6M |
| NewEdge Wealth, LLC | 0.09% | Reduce -11.2% | 60,571 | $5.6M |
| Legacy Wealth Asset Management, LLC | 1.39% | Reduce -4.8% | 64,467 | $5.5M |
| Old Mission Capital LLC | 0.15% | New | 64,382 | $5.5M |
| Global Retirement Partners, LLC | 0.13% | — | 63,629 | $5.4M |
| Bleakley Financial Group, LLC | 0.13% | Reduce -1.8% | 59,964 | $5.1M |
| Keystone Financial Group | 0.45% | Add +1.1% | 54,331 | $5.0M |
| Merit Financial Group, LLC | 0.05% | Reduce -9.4% | 57,843 | $4.9M |
| Smithfield Trust Co | 0.23% | No change | 56,195 | $4.8M |
| Independent Financial Group, LLC | 0.13% | Reduce -14.1% | 56,158 | $4.8M |
| Kestra Private Wealth Services, LLC | 0.07% | Add +0.3% | 56,098 | $4.8M |
| Cerity Partners LLC | 0.01% | Reduce -11.5% | 55,106 | $4.7M |
| Beck Capital Management, LLC | 1.15% | Reduce -10.7% | 54,527 | $4.6M |
| Innovative Advisory Group, LLC | 3.91% | Reduce -3.7% | 53,842 | $4.6M |
| Pekin Hardy Strauss, Inc. | 0.52% | Reduce -1.4% | 53,708 | $4.6M |
| Verde Capital Management | 1.12% | Reduce -2.0% | 53,620 | $4.5M |
| NewEdge Advisors, LLC | 0.02% | Add +7.6% | 53,577 | $4.5M |
| NTV Asset Management LLC | 0.54% | No change | 53,487 | $4.5M |
| Ethos Financial Group, LLC | 0.39% | No change | 53,212 | $4.5M |
| Convergence Financial, LLC | 0.75% | Reduce -7.0% | 51,639 | $4.4M |
| Brown Advisory Inc. | 0.01% | Reduce -0.1% | 51,616 | $4.4M |
| US Bancorp \de | 0.01% | Reduce -0.0% | 50,701 | $4.3M |
| Corient Private Wealth LP | 0.01% | Add +203.6% | 49,653 | $4.2M |
| PNC Financial Services Group, Inc. | 0.00% | Add +7.9% | 49,489 | $4.2M |
| Mainstay Capital Management LLC | 0.20% | Add +100.0% | 48,096 | $4.1M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -0.5% | 46,963 | $4.0M |
| Fagan Associates, Inc. | 0.60% | Add +4.2% | 46,103 | $3.9M |
| Private Advisor Group, LLC | 0.02% | Add +14.5% | 45,040 | $3.8M |
| Proficio Capital Partners LLC | 0.23% | No change | 44,427 | $3.8M |
| Prosperity Financial Group, Inc. | 1.58% | Add +0.9% | 43,873 | $3.7M |
| Certior Financial Group, LLC | 2.85% | No change | 43,760 | $3.7M |
| Wealthspire Advisors, LLC | 0.02% | Reduce -0.0% | 43,589 | $3.7M |
| Watts Gwilliam & Co., LLC | 0.61% | No change | 40,000 | $3.7M |
| Cyndeo Wealth Partners, LLC | 0.21% | Add +0.5% | 41,540 | $3.5M |
| Sowell Financial Services LLC | 0.14% | Add +1.1% | 40,567 | $3.4M |
| Captrust Financial Advisors | 0.01% | Reduce -7.1% | 38,621 | $3.3M |
| Visionary Wealth Advisors | 0.17% | Reduce -1.0% | 38,411 | $3.3M |
| HFG Wealth Management, LLC | 1.95% | Reduce -0.9% | 48,965 | $3.2M |
| Sprott Inc. | 0.16% | Reduce -3.1% | 37,085 | $3.1M |
| Beacon Pointe Advisors, LLC | 0.03% | Reduce -1.1% | 36,748 | $3.1M |
| TigerOak Management, L.L.C. | 1.06% | No change | 36,575 | $3.1M |
| Integrated Wealth Concepts LLC | 0.03% | Add +2.8% | 35,848 | $3.0M |
| Interchange Capital Partners, LLC | 0.70% | Reduce -4.8% | 35,680 | $3.0M |
| Mgo One Seven LLC | 0.10% | Reduce -1.1% | 35,668 | $3.0M |
| PYA Waltman Capital, LLC | 0.86% | Reduce -1.2% | 35,415 | $3.0M |
| Pathstone Holdings, LLC | 0.01% | Reduce -8.0% | 35,102 | $3.0M |
| Epiq Partners, LLC | 1.53% | Reduce -23.0% | 34,000 | $2.9M |
| Compass Ion Advisors, LLC | 0.31% | Reduce -1.0% | 33,758 | $2.9M |
| Waverly Advisors, LLC | 0.03% | Reduce -15.3% | 33,454 | $2.8M |
| Carnegie Investment Counsel | 0.06% | Add +1.7% | 33,033 | $2.8M |
| B. Riley Wealth Advisors, Inc. | 0.13% | Reduce -8.6% | 32,763 | $2.8M |
| WealthPlan Investment Management, LLC | 0.20% | Reduce -0.4% | 32,387 | $2.7M |
| McKinley Carter Wealth Services, Inc. | 0.15% | Reduce -4.3% | 31,999 | $2.7M |
| Financial Engines Advisors L.L.C. | 0.01% | New | 31,774 | $2.7M |
| Lanark Financial, Inc. | 0.22% | Reduce -14.1% | 31,295 | $2.7M |
| McRae Capital Management Inc. | 0.54% | Reduce -30.6% | 30,940 | $2.6M |
| Integrated Advisors Network LLC | 0.12% | Reduce -2.9% | 30,674 | $2.6M |
| Curi Capital, LLC | 0.05% | Add +14.4% | 29,748 | $2.5M |
| Ribbit Management Company, LLC | 0.17% | No change | 29,309 | $2.5M |
| Stifel Financial Corp. | 0.00% | Add +1.6% | 28,757 | $2.4M |
| Finer Wealth Management, Inc. | 1.30% | Reduce -1.3% | 28,652 | $2.4M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.07% | No change | 28,338 | $2.4M |
| Diligent Investors, LLC | 0.56% | Reduce -1.7% | 27,968 | $2.4M |
| Illumine Investment Management, LLC | 1.88% | Reduce -2.8% | 27,791 | $2.4M |
| Truist Financial Corp. | 0.00% | Reduce -0.5% | 27,676 | $2.3M |
| SJS Investment Consulting Inc. | 0.37% | No change | 27,565 | $2.3M |
| Cura Wealth Advisors, LLC | 1.08% | No change | 27,390 | $2.3M |
| Canton Hathaway, LLC | 0.47% | No change | 27,200 | $2.3M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -18.9% | 25,908 | $2.2M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +2079.7% | 25,612 | $2.2M |
| Fortem Financial Group, LLC | 0.67% | Reduce -2.4% | 24,657 | $2.1M |
| Tsfg, LLC | 0.38% | No change | 24,617 | $2.1M |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -18.7% | 24,552 | $2.1M |
| CRA Financial Services, LLC | 0.32% | Reduce -2.1% | 24,541 | $2.1M |
| Sapient Capital LLC | 0.04% | No change | 24,488 | $2.1M |
| DRW Securities, LLC | 0.14% | Reduce -93.4% | 24,371 | $2.1M |
| MAI Capital Management | 0.01% | Add +0.5% | 23,861 | $2.0M |
| Abacus Planning Group, Inc. | 0.30% | No change | 23,738 | $2.0M |
| White Knight Strategic Wealth Advisors, LLC | 1.71% | Reduce -0.3% | 23,684 | $2.0M |
| Blue Investment Partners LLC | 0.70% | No change | 23,583 | $2.0M |
| Spire Wealth Management | 0.07% | Reduce -9.3% | 23,241 | $2.0M |
| Choreo, LLC | 0.03% | Reduce -12.6% | 22,976 | $1.9M |
| Quadcap Wealth Management, LLC | 0.25% | Reduce -0.3% | 22,963 | $1.9M |
| Jaffetilchin Investment Partners, LLC | 0.13% | Reduce -3.8% | 22,939 | $1.9M |
| Nwam LLC | 0.11% | Add +3.2% | 22,848 | $1.9M |
| Wilmington Savings Fund Society, FSB | 0.03% | Reduce -0.3% | 22,570 | $1.9M |
| Aurora Private Wealth, Inc. | 1.41% | Reduce -0.2% | 22,512 | $1.9M |
| Alamea Verwaltungs GmbH | 1.43% | No change | 22,446 | $1.9M |
| Meridian Wealth Management, LLC | 0.08% | Reduce -2.2% | 22,370 | $1.9M |
| Joseph P. Lucia & Associates, LLC | 0.78% | Reduce -3.5% | 22,348 | $1.9M |
| Prairie Wealth Advisors, Inc. | 0.81% | Reduce -0.2% | 22,233 | $1.9M |
| Perigon Wealth Management, LLC | 0.04% | Reduce -4.5% | 22,200 | $1.9M |
| Prosperity Wealth Management, Inc. | 0.70% | Add +59.5% | 22,186 | $1.9M |
| Financial Management Professionals, Inc. | 0.21% | Reduce -5.4% | 22,156 | $1.9M |
| TRUE Private Wealth Advisors | 0.21% | Reduce -2.5% | 21,857 | $1.9M |
| NorthCoast Asset Management LLC | 0.01% | Add +11.9% | 21,723 | $1.8M |
| Maridea Wealth Management LLC | 0.48% | Add +11.9% | 21,626 | $1.8M |
| Philadelphia Trust Co. | 0.14% | No change | 21,620 | $1.8M |
| Moneta Group Investment Advisors LLC | 0.02% | Reduce -3.3% | 21,401 | $1.8M |
| Stratos Wealth Partners, LTD. | 0.02% | Reduce -15.0% | 21,269 | $1.8M |
| Matauro, LLC | 0.34% | No change | 21,260 | $1.8M |
| Upper Left Wealth Management, LLC | 1.19% | Add +4.2% | 21,021 | $1.8M |
| SevenBridge Financial Group, LLC | 0.31% | No change | 18,826 | $1.8M |
| Pallas Capital Advisors LLC | 0.07% | Reduce -0.1% | 20,615 | $1.7M |
| U.S. Capital Wealth Advisors, LLC | 0.05% | Add +5.6% | 20,602 | $1.7M |
| Synovus Financial Corp. | 0.02% | Add +2.5% | 20,541 | $1.7M |
| SeaCrest Wealth Management, LLC | 0.19% | Add +21.3% | 20,293 | $1.7M |
| NFSG Corp | 0.28% | Reduce -5.6% | 20,215 | $1.7M |
| Johnson Investment Counsel Inc. | 0.02% | No change | 20,151 | $1.7M |
| Soltis Investment Advisors LLC | 0.13% | Add +0.6% | 20,088 | $1.7M |
| Cynosure Group, LLC | 0.19% | Add +2.1% | 20,079 | $1.7M |
| Stansberry Asset Management, LLC | 0.19% | Reduce -3.8% | 19,772 | $1.7M |
| Wedbush Securities Inc. | 0.06% | Reduce -9.4% | 19,744 | $1.7M |
| Almanack Investment Partners, LLC. | 0.26% | Reduce -17.1% | 19,086 | $1.6M |
| Scotia Capital Inc. | 0.01% | Reduce -3.2% | 18,907 | $1.6M |
| Aptus Capital Advisors, LLC | 0.02% | Add +0.2% | 18,873 | $1.6M |
| Angeles Wealth Management, LLC | 0.11% | New | 18,648 | $1.6M |
| Milestone Asset Management Group, LLC | 1.16% | Reduce -5.0% | 18,535 | $1.6M |
| Cibc World Market Inc. | 0.00% | Reduce -5.2% | 17,980 | $1.5M |
| Bellwether Advisors, LLC | 0.26% | Reduce -2.6% | 17,609 | $1.5M |
| Pine Valley Investments Ltd Liability Co | 0.09% | Reduce -1.2% | 17,478 | $1.5M |
| Independent Advisor Alliance | 0.04% | Reduce -1.1% | 17,462 | $1.5M |
| HCR Wealth Advisors | 0.17% | Reduce -3.0% | 17,312 | $1.5M |
| Prospera Financial Services Inc | 0.03% | Add +96.2% | 17,290 | $1.5M |
| Avantax Advisory Services, Inc. | 0.01% | Reduce -75.8% | 17,222 | $1.5M |
| Royal Bank of Canada | 0.00% | Reduce -7.1% | 17,082 | $1.4M |
| Blue Trust, Inc. | 0.02% | Reduce -8.8% | 16,889 | $1.4M |
| Berger Financial Group, Inc | 0.09% | Reduce -16.7% | 16,307 | $1.4M |
| HUB Investment Partners, LLC | 0.05% | Reduce -2.4% | 16,186 | $1.4M |
| AE Wealth Management LLC | 0.01% | Add +3.9% | 16,048 | $1.4M |
| Spectrum Planning & Advisory Services Inc. | 0.87% | No change | 15,789 | $1.3M |
| Cary Street Partners Financial LLC | 0.04% | Add +9.9% | 15,782 | $1.3M |
| Copia Wealth Management | 1.12% | Reduce -1.0% | 15,689 | $1.3M |
| Childress Capital Advisors, LLC | 0.33% | No change | 15,614 | $1.3M |
| Curran Financial Partners, LLC | 0.28% | No change | 15,158 | $1.3M |
| Empower Advisory Group, LLC | 0.00% | No change | 15,141 | $1.3M |
| Midwest Trust Co | 0.02% | — | 14,754 | $1.3M |
| Obsidian Cio, LLC | 0.18% | No change | 14,663 | $1.2M |
| FWG Holdings, LLC | 0.58% | Reduce -4.0% | 13,785 | $1.2M |
| Aries Wealth Management | 0.32% | Reduce -2.4% | 14,545 | $1.2M |
| Rothschild Investment LLC | 0.08% | No change | 14,490 | $1.2M |
| Pinnacle Associates Ltd. | 0.02% | Reduce -1.6% | 14,424 | $1.2M |
| Wealthcare Advisory Partners LLC | 0.03% | Reduce -2.8% | 14,420 | $1.2M |
| Regions Financial Corp. | 0.01% | No change | 14,417 | $1.2M |
| Mills Wealth Advisors LLC | 0.56% | Reduce -0.2% | 14,358 | $1.2M |
| Geneos Wealth Management Inc. | 0.03% | Reduce -14.9% | 14,147 | $1.2M |
| Malaga Cove Capital, LLC | 0.46% | No change | 13,659 | $1.2M |
| &partners | 0.01% | Add +0.3% | 13,583 | $1.2M |
| Cherrydale Wealth Management, LLC | 0.40% | No change | 13,531 | $1.1M |
| Montag A & Associates Inc. | 0.06% | Reduce -10.0% | 13,481 | $1.1M |
| Belpointe Asset Management LLC | 0.05% | Add +1.2% | 13,446 | $1.1M |
| BlackRock, Inc. | 0.00% | Add +6610.0% | 13,420 | $1.1M |
| Modern Wealth Management, LLC | 0.03% | Add +8.2% | 13,323 | $1.1M |
| SteelPeak Wealth, LLC | 0.04% | Add +137.1% | 13,272 | $1.1M |
| Deltec Asset Management LLC | 0.20% | Reduce -0.8% | 13,250 | $1.1M |
| Chicago Partners Investment Group LLC | 0.03% | Add +8.5% | 11,865 | $1.1M |
| Gables Capital Management Inc. | 0.52% | No change | 12,995 | $1.1M |
| Vista Finance, LLC | 0.95% | Reduce -0.0% | 12,986 | $1.1M |
| Nvwm, LLC | 0.27% | Add +5573.7% | 12,936 | $1.1M |
| Advyzon Investment Management, LLC | 0.24% | New | 12,864 | $1.1M |
| Prime Capital Investment Advisors, LLC | 0.01% | Reduce -21.8% | 12,841 | $1.1M |
| Ritholtz Wealth Management | 0.02% | Add +14.3% | 12,792 | $1.1M |
| Wealth Alliance Advisory Group, LLC | 0.21% | No change | 12,744 | $1.1M |
| Aspen Grove Capital, LLC | 0.18% | No change | 12,655 | $1.1M |
| Runnymede Capital Advisors, Inc. | 0.97% | Add +3.1% | 12,468 | $1.1M |
| Quadrant Private Wealth Management, LLC | 0.22% | Reduce -4.1% | 12,460 | $1.1M |
| National Philanthropic Trust | 0.01% | No change | 12,389 | $1.1M |
| Signaturefd, LLC | 0.02% | Reduce -0.1% | 12,308 | $1.0M |
| PFG Investments, LLC | 0.06% | Reduce -15.2% | 12,249 | $1.0M |
| Plancorp, LLC | 0.04% | Reduce -0.4% | 12,126 | $1.0M |
| Doliver Advisors, LP | 0.28% | Reduce -0.5% | 12,116 | $1.0M |
| Stark Wealth Management LLC | 1.46% | New | 14,850 | $1.0M |
| Edge Financial Advisors LLC | 0.54% | Add +30.1% | 12,256 | $1.0M |
| Essex Financial Services, Inc. | 0.07% | Add +0.4% | 12,029 | $1.0M |
| Dakota Wealth Management | 0.02% | No change | 11,931 | $1.0M |
| Peapack Gladstone Financial Corp. | 0.01% | Add +0.1% | 11,907 | $1.0M |
| Howland Capital Management LLC | 0.04% | No change | 11,600 | $984K |
| Embree Financial Group | 0.15% | Add +1.4% | 11,597 | $984K |
| Matrix Private Capital Group LLC | 0.58% | Reduce -1.9% | 11,555 | $980K |
| Acas, LLC | 0.65% | Reduce -0.1% | 10,006 | $967K |
| HBK Sorce Advisory LLC | 0.03% | Reduce -1.5% | 11,261 | $955K |
| Fortis Capital Management LLC | 0.15% | Add +2.5% | 11,248 | $954K |
| CW Advisors, LLC | 0.01% | Add +3.9% | 11,225 | $952K |
| Schneider Downs Wealth Management Advisors, LP | 0.14% | No change | 11,185 | $949K |
| Clearstead Advisors, LLC | 0.01% | Reduce -29.9% | 11,175 | $948K |
| Beam Wealth Advisors, Inc. | 0.28% | Reduce -0.5% | 11,163 | $947K |
| Insigneo Advisory Services, LLC | 0.08% | Add +37.9% | 11,163 | $947K |
| CreativeOne Wealth, LLC | 0.02% | Add +65.0% | 11,094 | $941K |
| Rwa Wealth Partners, LLC | 0.01% | No change | 11,087 | $941K |
| NorthRock Partners, LLC | 0.02% | Reduce -5.4% | 11,073 | $939K |
| Transcend Capital Advisors, LLC | 0.07% | Reduce -9.6% | 11,002 | $933K |
| Centaurus Financial, Inc. | 0.05% | Add +5.6% | 10,995 | $933K |
| Earned Wealth Advisors, LLC | 0.18% | No change | 10,947 | $929K |
| VestGen Advisors, LLC | 0.04% | Add +173.7% | 10,829 | $919K |
| Formidable Asset Management, LLC | 0.15% | No change | 14,060 | $916K |
| Evergreen Capital Management LLC | 0.03% | Add +30.4% | 10,725 | $910K |
| Western Wealth Management, LLC | 0.05% | No change | 10,668 | $905K |
| J.W. Cole Advisors, Inc. | 0.02% | Add +35.2% | 10,657 | $904K |
| Bank of Montreal | 0.00% | Reduce -2.1% | 10,649 | $903K |
| Iridian Asset Management LLC | 0.31% | No change | 10,559 | $896K |
| Bison Wealth, LLC | 0.07% | Reduce -5.8% | 9,582 | $892K |
| Summit Financial, LLC | 0.02% | Add +166.0% | 10,279 | $872K |
| Chevy Chase Trust Holdings, LLC | 0.00% | No change | 10,186 | $864K |
| Keystone Global Partners, LLC | 0.47% | No change | 10,147 | $861K |
| Stephen J. Garry & Associates, LLC | 0.74% | Reduce -4.2% | 10,116 | $858K |
| New Republic Capital, LLC | 0.30% | No change | 10,040 | $852K |
| Oxbow Advisors, LLC | 0.09% | No change | 10,000 | $848K |
| Fiduciary Financial Group, LLC | 0.15% | Reduce -19.4% | 10,212 | $847K |
| Clearwater Capital Advisors, LLC | 0.08% | Reduce -0.1% | 9,798 | $831K |
| Williams Jones Wealth Management, LLC. | 0.01% | No change | 9,755 | $828K |
| Montz Harcus Wealth Management LLC | 0.40% | No change | 9,741 | $826K |
| United Advisor Group, LLC | 0.14% | No change | 9,516 | $807K |
| Savant Capital, LLC | 0.01% | Reduce -0.1% | 9,492 | $805K |
| Concurrent Investment Advisors, LLC | 0.02% | Add +79.0% | 9,422 | $799K |
| Insight Advisors, LLC/ PA | 0.13% | Reduce -0.1% | 9,419 | $799K |
| Channel Wealth LLC | 0.22% | Add +53.6% | 9,368 | $795K |
| Brookwood Investment Group LLC | 0.13% | Reduce -8.6% | 9,200 | $780K |
| Ascentis Independent Advisors | 0.14% | Reduce -1.3% | 9,160 | $777K |
| BCS Wealth Management | 0.17% | Add +1.2% | 9,151 | $776K |
| Compagnie Lombard Odier SCmA | 0.01% | No change | 9,050 | $768K |
| Leavell Investment Management, Inc. | 0.03% | Add +74.3% | 8,975 | $761K |
| EP Wealth Advisors, LLC | 0.01% | Add +1.5% | 8,952 | $759K |
| Ameritas Advisory Services, LLC | 0.04% | Reduce -55.7% | 8,874 | $753K |
| Bedell Frazier Investment Counselling, LLC | 0.19% | Reduce -6.4% | 8,822 | $748K |
| Mission Wealth Management, LP | 0.02% | Reduce -0.2% | 8,809 | $747K |
| AssuredPartners Investment Advisors, LLC | 0.18% | Reduce -0.9% | 8,809 | $747K |
| Valeo Financial Advisors, LLC | 0.02% | Reduce -10.3% | 8,763 | $743K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Reduce -4.0% | 8,715 | $739K |
| MADDEN SECURITIES Corp | 0.25% | No change | 8,585 | $728K |
| Horrell Capital Management, Inc. | 0.30% | Reduce -0.2% | 8,573 | $727K |
| Smith, Moore & Co. | 0.06% | Reduce -22.0% | 8,540 | $724K |
| Catalina Capital Group, LLC | 0.49% | No change | 8,500 | $721K |
| Silicon Valley Capital Partners | 0.08% | No change | 8,500 | $721K |
| Equitable Holdings, Inc. | 0.01% | No change | 8,487 | $720K |
| Walled Lake Planning & Wealth Management, LLC | 0.23% | No change | 8,406 | $713K |
| Galaxy Group Investments LLC | 0.10% | No change | 8,335 | $707K |
| Rathbones Group PLC | 0.00% | Reduce -46.7% | 8,330 | $707K |
| Orion Porfolio Solutions, LLC | 0.01% | Add +0.7% | 8,301 | $704K |
| Magnolia Capital Advisors LLC | 0.18% | Reduce -1.5% | 8,284 | $703K |
| Cantor Fitzgerald, L. P. | 0.02% | Add +4.2% | 8,232 | $698K |
| Kathmere Capital Management, LLC | 0.05% | No change | 8,141 | $691K |
| Verdence Capital Advisors LLC | 0.05% | Reduce -1.4% | 8,108 | $688K |
| Richards, Merrill & Peterson, Inc. | 0.33% | Add +45.3% | 8,104 | $687K |
| Westmount Partners, LLC | 0.19% | Reduce -1.5% | 7,983 | $677K |
| Secure Asset Management, LLC | 0.13% | Add +36.1% | 7,969 | $676K |
| Cypress Wealth Services, LLC | 0.12% | No change | 7,912 | $671K |
| Axxcess Wealth Management, LLC | 0.02% | Add +1.5% | 7,871 | $668K |
| Leigh Baldwin & Co., LLC | 0.44% | Add +18.9% | 7,870 | $668K |
| 180 Wealth Advisors, LLC | 0.09% | New | 7,862 | $667K |
| Kelleher Financial Advisors | 0.23% | No change | 7,861 | $667K |
| Beaird Harris Wealth Management, LLC | 0.05% | Add +1.3% | 7,861 | $667K |
| Clare Market Investments LLC | 0.15% | Add +104.3% | 7,854 | $666K |
| Mutual Advisors, LLC | 0.02% | Reduce -1.7% | 7,200 | $661K |
| Global Assets Advisory, LLC | 0.26% | Reduce -61.8% | 7,903 | $656K |
| Bulltick Wealth Management, LLC | 0.16% | No change | 7,659 | $650K |
| MRP Capital Investments, LLC | 0.45% | Reduce -3.8% | 7,655 | $649K |
| PBMares Wealth Management LLC | 0.12% | Reduce -4.2% | 7,649 | $649K |
| Csenge Advisory Group | 0.03% | Reduce -0.1% | 7,780 | $642K |
| Kingsview Wealth Management, LLC | 0.01% | Add +19.2% | 7,543 | $640K |
| Firestone Capital Management | 0.15% | Reduce -6.0% | 7,468 | $634K |
| Leo Wealth, LLC | 0.05% | Add +23.4% | 7,449 | $632K |
| Ancora Advisors LLC | 0.01% | No change | 7,260 | $616K |
| Composition Wealth, LLC | 0.01% | Add +66.8% | 7,259 | $616K |
| Pettinga Financial Advisors LLC | 0.13% | Add +0.5% | 7,215 | $612K |
| Strategies Wealth Advisors, LLC | 0.07% | No change | 7,160 | $607K |
| Safeguard Investment Advisory Group, LLC | 0.15% | Reduce -5.3% | 7,083 | $601K |
| RVW Wealth, LLC | 0.05% | No change | 7,059 | $599K |
| International Private Wealth Advisors LLC | 0.51% | New | 6,950 | $590K |
| NCM Capital Management, LLC | 0.24% | No change | 6,923 | $587K |
| Verity Asset Management, Inc. | 0.28% | Add +1.5% | 6,897 | $585K |
| Silvercrest Asset Management Group LLC | 0.00% | Add +0.9% | 6,810 | $578K |
| Coppell Advisory Solutions LLC | 0.07% | Reduce -0.8% | 6,838 | $575K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.04% | Reduce -0.7% | 6,732 | $571K |
| Strategic Wealth Partners, Ltd. | 0.04% | — | 6,710 | $569K |
| Princeton Capital Management LLC | 0.17% | Add +20.5% | 6,677 | $566K |
| Foundation Wealth Management, LLC | 0.39% | No change | 6,647 | $564K |
| Arax Advisory Partners | 0.03% | Add +33.8% | 6,087 | $561K |
| HB Wealth Management, LLC | 0.00% | Reduce -8.0% | 6,595 | $559K |
| FMR LLC | 0.00% | Add +119.4% | 6,571 | $557K |
| Cannell & Spears LLC | 0.01% | Add +8.2% | 6,565 | $557K |
| Harvest Investment Services, LLC | 0.12% | Reduce -13.1% | 6,481 | $550K |
| Acorn Financial Advisory Services Inc. | 0.09% | No change | 6,426 | $545K |
| Equita Financial Network, Inc. | 0.22% | No change | 6,420 | $545K |
| Stephenson & Company, Inc. | 0.33% | No change | 6,400 | $543K |
| Riverview Capital Advisers, LLC | 0.15% | No change | 6,373 | $541K |
| Schonfeld Strategic Advisors LLC | 0.00% | No change | 6,348 | $539K |
| SouthState Bank Corp | 0.02% | Reduce -1.8% | 6,341 | $538K |
| Evercore Wealth Management, LLC | 0.01% | No change | 6,250 | $530K |
| Meixler Investment Management, Ltd. | 0.36% | Reduce -1.8% | 6,199 | $526K |
| American Capital Advisory, LLC | 0.26% | Reduce -0.3% | 6,160 | $523K |
| OneAscent Financial Services LLC | 0.04% | Reduce -50.6% | 6,276 | $521K |
| Trevian Wealth Management LLC | 0.32% | No change | 6,115 | $519K |
| Koshinski Asset Management, Inc. | 0.04% | Add +1.4% | 6,077 | $516K |
| Woodley Farra Manion Portfolio Management Inc. | 0.02% | No change | 6,073 | $515K |
| Coastal Bridge Advisors, LLC | 0.04% | No change | 6,055 | $514K |
| Americana Partners, LLC | 0.02% | No change | 6,049 | $513K |
| Destiny Wealth Partners, LLC | 0.07% | Add +0.2% | 5,996 | $509K |
| Hantz Financial Services, Inc. | 0.01% | Add +1.7% | 5,979 | $507K |
| HBW Advisory Services LLC | 0.06% | Add +5.1% | 5,974 | $507K |
| Sound Income Strategies, LLC | 0.03% | Add +33.5% | 5,959 | $506K |
| Great Valley Advisor Group, Inc. | 0.01% | Add +2.1% | 5,942 | $504K |
| Garde Capital, Inc. | 0.03% | No change | 5,937 | $504K |
| Carret Asset Management, LLC | 0.05% | No change | 5,934 | $503K |
| Park Avenue Securities LLC | 0.00% | Reduce -27.0% | 5,878 | $499K |
| Capital Investment Advisory Services, LLC | 0.04% | Add +8.5% | 5,871 | $498K |
| Sandbox Financial Partners, LLC | 0.16% | No change | 5,868 | $498K |
| Cardiff Park Advisors, LLC | 0.04% | No change | 5,800 | $492K |
| Cwm, LLC | 0.00% | Add +19.9% | 5,769 | $489K |
| AlphaStar Capital Management, LLC | 0.03% | New | 5,747 | $488K |
| Parallel Advisors, LLC | 0.01% | Add +0.7% | 5,741 | $487K |
| Two Sigma Securities, LLC | 0.06% | Reduce -16.9% | 5,727 | $486K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | Reduce -3.0% | 5,679 | $482K |
| Howe & Rusling Inc. | 0.04% | Add +15.1% | 5,611 | $476K |
| Dynamic Advisor Solutions LLC | 0.01% | Add +1.8% | 5,581 | $473K |
| Narus Financial Partners, LLC | 0.15% | Add +9.8% | 5,546 | $470K |
| SlateStone Wealth, LLC | 0.04% | No change | 5,513 | $468K |
| Fort Point Capital Partners LLC | 0.05% | Add +13.8% | 5,503 | $467K |
| Portfolio Strategies, Inc. | 0.06% | No change | 5,454 | $463K |
| Magnus Financial Group LLC | 0.04% | No change | 5,419 | $460K |
| Sfmg, LLC | 0.03% | No change | 5,382 | $457K |
| HRC Wealth Management, LLC | 0.24% | Add +15.1% | 5,375 | $456K |
| Abound Financial, LLC | 0.20% | No change | 5,304 | $450K |
| N.E.W. Advisory Services LLC | 0.04% | Reduce -33.5% | 5,269 | $447K |
| TD Waterhouse Canada Inc. | 0.00% | Add +2.1% | 5,356 | $444K |
| International Assets Investment Management, LLC | 0.04% | Add +3.4% | 5,220 | $443K |
| Flagship Harbor Advisors, LLC | 0.02% | Reduce -1.7% | 5,219 | $443K |
| Lifeworks Advisors, LLC | 0.07% | Reduce -0.4% | 5,201 | $441K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Reduce -3.3% | 5,170 | $439K |
| Affinity Capital Advisors, LLC | 0.08% | No change | 5,163 | $438K |
| Main Street Financial Solutions, LLC | 0.03% | Reduce -13.8% | 5,145 | $436K |
| Bluespring Wealth Management, LLC | 0.04% | No change | 5,116 | $434K |
| Hobbs Group Advisors, LLC | 0.15% | New | 5,070 | $430K |
| Tru Independence Asset Management 2, LLC | 0.29% | Add +21.1% | 5,050 | $428K |
| Retirement Planning Co of New England, Inc. | 0.19% | Add +0.4% | 5,388 | $428K |
| Arkadios Wealth Advisors | 0.01% | Reduce -4.4% | 5,002 | $424K |
| Warberg Asset Management LLC | 1.80% | New | 5,001 | $424K |
| Flagstar Securities, Inc. | 0.12% | Reduce -11.2% | 5,001 | $424K |
| Graybill Wealth Management, LTD. | 0.14% | No change | 5,000 | $424K |
| McDonald Partners LLC | 0.10% | No change | 5,000 | $424K |
| Comerica Bank | 0.00% | Reduce -8.8% | 4,972 | $422K |
| Heritage Family Offices, LLP | 0.21% | No change | 6,325 | $419K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -9.9% | 4,920 | $417K |
| Rahlfs Capital, LLC | 0.38% | Reduce -16.7% | 4,870 | $413K |
| Quantinno Capital Management LP | 0.00% | New | 4,869 | $413K |
| Ausdal Financial Partners, Inc. | 0.03% | Add +31.0% | 4,849 | $411K |
| Argent Trust Co | 0.02% | Reduce -12.5% | 4,831 | $410K |
| Equitable Trust Co. | 0.02% | Reduce -24.0% | 4,809 | $408K |
| Money Concepts Capital Corp. | 0.03% | No change | 4,735 | $402K |
| Inspire Advisors, LLC | 0.04% | Add +1.1% | 4,725 | $401K |
| Arlington Capital Management, Inc. | 0.35% | Reduce -0.3% | 4,721 | $400K |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -83.2% | 4,713 | $400K |
| Sterling Investment Counsel, LLC | 0.23% | No change | 4,665 | $396K |
| Private Advisory Group LLC | 0.04% | No change | 4,613 | $391K |
| Allworth Financial LP | 0.00% | Reduce -10.9% | 4,611 | $391K |
| Joel Isaacson & Co., LLC | 0.02% | No change | 4,608 | $391K |
| Correct Capital Wealth Management | 0.08% | No change | 4,600 | $390K |
| Impact Partnership Wealth, LLC | 0.07% | No change | 4,590 | $389K |
| Cornerstone Wealth Management, LLC | 0.02% | No change | 4,559 | $387K |
| World Investment Advisors | 0.01% | New | 4,559 | $387K |
| Journey Advisory Group, LLC | 0.03% | Reduce -6.8% | 4,548 | $386K |
| Edge Wealth Management LLC | 0.07% | No change | 4,538 | $384K |
| CMG Global Holdings, LLC | 0.20% | Reduce -26.8% | 4,092 | $380K |
| Centric Wealth Management | 0.09% | No change | 4,119 | $377K |
| Mill Creek Capital Advisors, LLC | 0.01% | No change | 4,445 | $377K |
| Blackhawk Capital Partners, LLC | 0.17% | No change | 4,424 | $375K |
| Henrickson Nauta Wealth Advisors, Inc. | 0.13% | No change | 4,419 | $375K |
| Robertson Stephens Wealth Management, LLC | 0.01% | Add +3.5% | 4,393 | $373K |
| IFP Advisors, Inc | 0.01% | Add +24.9% | 4,305 | $365K |
| Trek Financial, LLC | 0.02% | Reduce -21.6% | 4,255 | $361K |
| Atlas Private Wealth Advisors | 0.05% | No change | 4,250 | $361K |
| LMG Wealth Partners, LLC | 0.07% | Reduce -44.4% | 4,235 | $359K |
| Rossby Financial, LCC | 0.13% | No change | 4,205 | $357K |
| DeDora Capital, Inc. | 0.09% | Reduce -1.3% | 4,203 | $357K |
| Arete Wealth Advisors, LLC | 0.03% | Reduce -23.5% | 4,194 | $356K |
| Thrivent Financial for Lutherans | 0.00% | New | 4,198 | $356K |
| Bessemer Group Inc. | 0.00% | New | 4,197 | $356K |
| Stevens Capital Management LP | 0.10% | New | 4,172 | $354K |
| Debussy Capital Management LP | 0.05% | No change | 4,173 | $354K |
| Gilman Hill Asset Management, LLC | 0.06% | New | 4,161 | $353K |
| Stratos Wealth Advisors, LLC | 0.02% | Reduce -1.6% | 4,158 | $353K |
| Adalta Capital Management LLC | 0.18% | No change | 4,135 | $351K |
| United Asset Strategies, Inc. | 0.03% | No change | 4,118 | $349K |
| Triton Wealth Management, PLLC | 0.15% | — | 3,690 | $346K |
| Jeppson Wealth Management, LLC | 0.12% | Reduce -0.5% | 4,060 | $344K |
| E&G Advisors, LLC | 0.09% | No change | 4,050 | $344K |
| Icon Wealth Advisors, LLC | 0.02% | No change | 4,046 | $343K |
| Level Financial Advisors | 0.11% | No change | 4,041 | $343K |
| Marshall & Sullivan Inc. | 0.16% | No change | 4,040 | $343K |
| Investmark Advisory Group LLC | 0.16% | No change | 4,038 | $343K |
| Old Mission Investment Co LLC | 0.09% | No change | 4,037 | $342K |
| Panoramic Investment Advisors, LLC | 0.21% | No change | 4,027 | $342K |
| Commerce Bank | 0.00% | No change | 4,021 | $341K |
| Sunbelt Securities, Inc. | 0.03% | Reduce -6.7% | 4,600 | $340K |
| CENTRAL TRUST Co | 0.01% | Reduce -23.7% | 4,010 | $340K |
| Trilogy Capital Inc. | 0.02% | No change | 4,000 | $339K |
| SageView Advisory Group, LLC | 0.01% | No change | 3,610 | $335K |
| Synergy Asset Management, LLC | 0.04% | Reduce -3.5% | 3,950 | $335K |
| Schnieders Capital Management LLC | 0.06% | Reduce -7.8% | 3,949 | $335K |
| Novem Group | 0.04% | No change | 3,888 | $330K |
| Boreal Capital Management LLC | 0.32% | — | 3,880 | $329K |
| Clear Harbor Asset Management, LLC | 0.02% | Reduce -2.1% | 3,865 | $328K |
| Alliancebernstein L.P. | 0.00% | No change | 3,845 | $326K |
| MA Private Wealth | 0.06% | No change | 3,837 | $325K |
| Mountain Capital Investment Advisors Inc. | 0.06% | Reduce -0.0% | 3,919 | $325K |
| Zhang Financial LLC | 0.01% | No change | 3,819 | $324K |
| Cornerstone Wealth Group, LLC | 0.02% | Reduce -2.6% | 3,786 | $321K |
| Sanders Morris Harris LLC | 0.08% | Reduce -9.9% | 3,785 | $321K |
| Able Wealth Management LLC | 0.16% | Reduce -50.0% | 3,774 | $320K |
| Silver Oak Securities, Incorporated | 0.03% | Reduce -30.1% | 3,741 | $317K |
| IAM Advisory, LLC | 0.08% | Add +1.6% | 3,740 | $317K |
| L.M. Kohn & Company | 0.09% | Reduce -1.1% | 3,733 | $317K |
| Onyx Bridge Wealth Group LLC | 0.04% | Reduce -21.1% | 3,729 | $316K |
| WorthPointe, LLC | 0.13% | No change | 3,722 | $316K |
| Moloney Securities Asset Management, LLC | 0.04% | Reduce -3.5% | 3,719 | $315K |
| Enterprise Bank & Trust Co | 0.12% | No change | 3,700 | $314K |
| RFG Advisory, LLC | 0.01% | No change | 3,683 | $312K |
| Sentry LLC | 0.06% | Add +3.6% | 3,657 | $310K |
| Capital Advisors Wealth Management, LLC | 0.05% | Reduce -2.2% | 3,657 | $310K |
| Dudley Capital Management, LLC | 0.16% | No change | 3,647 | $309K |
| SP Asset Management LLC | 0.03% | No change | 3,640 | $309K |
| Forum Financial Management, LP | 0.00% | Reduce -0.4% | 3,596 | $305K |
| Mainstream Capital Management LLC | 0.22% | Reduce -7.1% | 3,584 | $304K |
| Clear Creek Financial Management, LLC | 0.03% | Reduce -3.5% | 3,561 | $302K |
| Parkside Financial Bank & Trust | 0.03% | No change | 3,535 | $300K |
| Oarsman Capital, Inc. | 0.05% | No change | 3,523 | $299K |
| Mayfair Advisory Group, LLC | 0.14% | No change | 3,260 | $299K |
| Sovereign Financial Group, Inc. | 0.06% | No change | 3,495 | $296K |
| Bonfire Financial | 0.24% | Reduce -0.2% | 3,466 | $294K |
| Modus Advisors, LLC | 0.09% | No change | 3,449 | $293K |
| Capital Investment Advisors, LLC | 0.01% | New | 3,428 | $291K |
| Advisor OS, LLC | 0.03% | Add +3.2% | 3,415 | $290K |
| Invesco Ltd. | 0.00% | Reduce -19.3% | 3,408 | $289K |
| Objective Capital Management, LLC | 0.32% | No change | 3,400 | $288K |
| Madison Wealth Partners, Inc | 0.06% | No change | 3,392 | $288K |
| Samalin Investment Counsel, LLC | 0.11% | No change | 3,361 | $285K |
| Laidlaw Wealth Management LLC | 0.82% | New | 3,335 | $283K |
| MJP Associates Inc. | 0.04% | No change | 3,310 | $281K |
| Genesee Capital Advisors, LLC | 0.13% | Reduce -12.0% | 3,305 | $280K |
| AlphaCore Capital LLC | 0.01% | New | 3,300 | $280K |
| Thrive Wealth Management, LLC | 0.05% | No change | 3,295 | $280K |
| Opal Wealth Advisors, LLC | 0.08% | No change | 3,285 | $279K |
| OneDigital Investment Advisors LLC | 0.00% | Reduce -6.2% | 3,251 | $276K |
| Integrity Alliance, Llc. | 0.01% | Reduce -2.8% | 3,227 | $274K |
| Avantax Planning Partners, Inc. | 0.01% | No change | 3,223 | $273K |
| Summit X, LLC | 0.05% | Reduce -0.8% | 3,215 | $273K |
| Laird Norton Wetherby Wealth Management, LLC | 0.01% | — | 3,210 | $272K |
| TrueWealth Advisors, LLC | 0.08% | No change | 3,185 | $270K |
| Flynn Zito Capital Management, LLC | 0.11% | No change | 3,182 | $270K |
| Nadler Financial Group, Inc. | 0.03% | No change | 3,167 | $269K |
| Advance Capital Management, Inc. | 0.01% | No change | 3,164 | $268K |
| North Star Investment Management Corp. | 0.02% | Reduce -7.2% | 3,152 | $267K |
| HHM Wealth Advisors, LLC | 0.03% | Add +42.9% | 3,144 | $267K |
| Blue Fin Capital, Inc. | 0.04% | No change | 3,107 | $264K |
| BostonPremier Wealth LLC | 0.15% | Reduce -1.9% | 3,106 | $263K |
| Cypress Capital Group | 0.03% | New | 3,067 | $260K |
| Portfolio Design Labs, LLC | 0.05% | New | 3,033 | $257K |
| Ascent Group, LLC | 0.01% | New | 3,033 | $257K |
| Three Magnolias Financial Advisors, LLC | 0.18% | Reduce -7.7% | 3,032 | $257K |
| Seaview Investment Managers LLC | 0.05% | New | 3,004 | $255K |
| Miller Financial Services LLC | 0.32% | New | 2,980 | $253K |
| Bogart Wealth, LLC | 0.01% | Add +8.0% | 2,970 | $252K |
| New Wave Wealth Advisors LLC | 0.11% | New | 2,969 | $252K |
| Purkiss Capital Advisors LLC | 0.14% | New | 2,958 | $251K |
| Crestwood Advisors Group, LLC | 0.00% | New | 2,950 | $250K |
| KMG Fiduciary Partners, LLC | 0.02% | New | 2,949 | $250K |
| Oliver Lagore Vanvalin Investment Group | 0.10% | — | 3,811 | $248K |
| Horizon Wealth Management, LLC | 0.04% | New | 2,921 | $248K |
| Fermata Advisors, LLC | 0.07% | Reduce -44.3% | 2,907 | $247K |
| Osborne Partners Capital Management, LLC | 0.01% | New | 2,905 | $246K |
| Elevatus Welath Management | 0.08% | New | 2,900 | $246K |
| Glenmede Investment Management, LP | 0.00% | — | 2,900 | $246K |
| SWP Financial LLC | 0.13% | New | 2,895 | $246K |
| First Heartland Consultants, Inc. | 0.02% | New | 2,884 | $245K |
| Mirador Capital Partners LP | 0.04% | New | 2,863 | $243K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Reduce -14.7% | 2,859 | $243K |
| Royal Fund Management, LLC | 0.03% | Reduce -22.2% | 2,880 | $241K |
| Brave Asset Management Inc. | 0.07% | Reduce -11.0% | 2,824 | $240K |
| Group One Trading LLC | 0.01% | New | 2,804 | $238K |
| Revolve Wealth Partners, LLC | 0.03% | Reduce -63.9% | 2,788 | $237K |
| Scott Marsh Financial, LLC | 0.09% | — | 2,764 | $234K |
| MWA Asset Management | 0.14% | New | 2,752 | $233K |
| SOA Wealth Advisors, LLC. | 0.04% | Add +0.8% | 2,741 | $233K |
| Meridian Financial Partners LLC | 0.11% | New | 2,737 | $232K |
| Strategic Advocates LLC | 0.07% | New | 2,732 | $232K |
| Summit Asset Management, LLC | 0.04% | New | 2,725 | $231K |
| Hengehold Capital Management LLC | 0.02% | New | 2,714 | $230K |
| Paragon Financial Partners, Inc. | 0.16% | New | 2,710 | $230K |
| CWA Asset Management Group, LLC | 0.01% | New | 2,697 | $229K |
| Tactive Advisors, LLC | 0.07% | — | 2,670 | $226K |
| Oxinas Partners, LLC | 0.12% | New | 2,655 | $225K |
| Vestia Personal Wealth Advisors | 0.15% | New | 2,651 | $225K |
| Unique Wealth Strategies, LLC | 0.09% | New | 2,648 | $225K |
| Cooksen Wealth, LLC | 0.18% | Reduce -5.0% | 2,646 | $224K |
| Cornerstone Advisory, LLC | 0.02% | New | 2,643 | $224K |
| TCFG Wealth Management, LLC | 0.10% | New | 2,621 | $222K |
| Financial Insights, Inc. | 0.08% | New | 2,616 | $222K |
| Sandhill Capital Partners LLC | 0.02% | New | 2,612 | $222K |
| 25 LLC | 0.08% | New | 2,610 | $221K |
| Boomfish Wealth Group, LLC | 0.13% | New | 2,603 | $221K |
| Kennicott Capital Management LLC | 0.13% | New | 2,601 | $221K |
| NavPoint Financial, Inc. | 0.13% | New | 2,600 | $221K |
| BNC Wealth Management, LLC | 0.07% | New | 2,600 | $221K |
| Gladstone Institutional Advisory LLC | 0.01% | New | 2,600 | $221K |
| Glass Jacobson Investment Advisors llc | 0.08% | No change | 2,596 | $220K |
| Walkner Condon Financial Advisors LLC | 0.04% | New | 2,588 | $220K |
| Hilltop Holdings Inc. | 0.01% | New | 2,586 | $219K |
| Redwood Investment Management, LLC | 0.02% | New | 2,568 | $218K |
| Strive Asset Management, LLC | 0.13% | New | 2,565 | $218K |
| Canal Capital Management, LLC | 0.03% | New | 2,556 | $217K |
| Optimum Investment Advisors | 0.09% | Add +69.9% | 2,548 | $216K |
| Highline Wealth Partners LLC | 0.06% | No change | 2,540 | $215K |
| Amplius Wealth Advisors, LLC | 0.02% | New | 2,536 | $215K |
| Christensen, King & Associates Investment Services, Inc. | 0.10% | New | 2,517 | $214K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -3.9% | 2,515 | $213K |
| Alexander Labrunerie & Co., Inc. | 0.09% | New | 2,510 | $213K |
| Plan A Wealth LLC | 0.12% | New | 2,507 | $213K |
| Inspire Investing, LLC | 0.02% | New | 2,507 | $213K |
| Clarity Financial LLC | 0.02% | New | 2,502 | $212K |
| Modera Wealth Management, LLC | 0.00% | New | 2,502 | $212K |
| apricus wealth, LLC | 0.12% | New | 2,500 | $212K |
| Perennial Investment Advisors, LLC | 0.02% | New | 2,497 | $212K |
| W.G. Shaheen & Associates DBA Whitney & Co | 0.02% | New | 2,495 | $212K |
| Performance Wealth Partners, LLC | 0.01% | New | 2,472 | $210K |
| Hartmann Taylor Wealth Management, LLC | 0.17% | New | 2,455 | $208K |
| Washington Growth Strategies LLC | 0.16% | — | 2,457 | $208K |
| Certuity, LLC | 0.02% | New | 2,449 | $208K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.03% | New | 2,425 | $206K |
| Good Life Advisors, LLC | 0.01% | Reduce -36.1% | 2,411 | $205K |
| Heritage Investors Management Corp. | 0.01% | New | 2,400 | $204K |
| RMR Wealth Builders | 0.02% | New | 2,400 | $204K |
| Bank of America Corp. | 0.00% | Add +5.5% | 2,386 | $202K |
| Morgan Stanley | 0.00% | Reduce -6.3% | 2,300 | $195K |
| Wells Fargo & Company | 0.00% | Add +0.9% | 2,267 | $192K |
| JNBA Financial Advisors | 0.02% | No change | 2,250 | $191K |
| Richardson Capital Management LLC | 0.10% | No change | 2,184 | $185K |
| Whittier Trust Co. | 0.00% | No change | 2,184 | $185K |
| Fairscale Capital, LLC | 0.13% | Reduce -1.0% | 2,003 | $184K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +63.6% | 2,156 | $183K |
| UMB Bank, n.a. | 0.00% | Reduce -55.1% | 2,145 | $182K |
| Legacy Investment Solutions, LLC | 0.10% | — | 2,129 | $181K |
| Legacy Wealth Managment, LLC | 0.10% | Add +17.4% | 2,129 | $181K |
| Pandora Wealth, Inc. | 0.10% | Reduce -18.4% | 2,000 | $170K |
| Tidemark, LLC | 0.05% | No change | 1,896 | $161K |
| LFA - Lugano Financial Advisors SA | 0.09% | No change | 1,835 | $156K |
| Salem Investment Counselors Inc. | 0.00% | No change | 1,773 | $150K |
| Colonial Trust Advisors | 0.01% | No change | 1,760 | $149K |
| Total Investment Management Inc. | 0.02% | New | 1,756 | $149K |
| Kiker Wealth Management, LLC | 0.08% | No change | 1,682 | $143K |
| Huntington National Bank | 0.00% | No change | 1,602 | $136K |
| Plante Moran Financial Advisors, LLC | 0.01% | Add +7.3% | 1,579 | $134K |
| Transce3nd, LLC | 0.06% | No change | 1,561 | $132K |
| Nova Wealth Management, Inc. | 0.09% | No change | 1,450 | $123K |
| Valley National Advisers Inc. | 0.02% | No change | 1,456 | $123K |
| Belvedere Trading LLC | 0.01% | New | 1,446 | $123K |
| Smallwood Wealth Investment Management, LLC | 0.07% | No change | 1,430 | $121K |
| Jackson, Grant Investment Advisers, Inc. | 0.04% | No change | 1,387 | $118K |
| Edmond DE Rothschild Holding S.A. | 0.00% | No change | 1,300 | $110K |
| McIlrath & Eck, LLC | 0.01% | No change | 1,248 | $106K |
| POM Investment Strategies, LLC | 0.08% | Add +4488.9% | 1,239 | $105K |
| JDM Financial Group LLC | 0.05% | No change | 1,183 | $100K |
| Golden State Wealth Management, LLC | 0.01% | No change | 1,180 | $100K |
| Creekmur Asset Management LLC | 0.02% | Add +3.5% | 1,178 | $100K |
| Tompkins Financial Corp. | 0.01% | No change | 1,141 | $97K |
| Safe Harbor Fiduciary, LLC | 0.09% | No change | 1,114 | $95K |
| Atticus Wealth Management, LLC | 0.03% | Add +57.3% | 1,098 | $93K |
| MTM Investment Management, LLC | 0.03% | New | 1,049 | $89K |
| Hollencrest Capital Management | 0.00% | Add +41.4% | 1,025 | $87K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +431.6% | 1,010 | $86K |
| Dunhill Financial, LLC | 0.02% | No change | 1,006 | $85K |
| Atwood & Palmer Inc. | 0.01% | No change | 986 | $84K |
| Manchester Capital Management LLC | 0.01% | No change | 980 | $83K |
| Brown Brothers Harriman & Co. | 0.00% | Reduce -59.9% | 971 | $82K |
| Ascentis Wealth Management, LLC | 0.02% | Reduce -20.7% | 985 | $82K |
| AdvisorNet Financial, Inc | 0.01% | No change | 950 | $81K |
| Cornerstone Planning Group LLC | 0.02% | Add +0.3% | 878 | $78K |
| Bfsg, LLC | 0.01% | No change | 910 | $77K |
| Crowley Wealth Management, Inc. | 0.06% | No change | 840 | $71K |
| St Germain D J Co. Inc. | 0.00% | No change | 833 | $71K |
| Essential Partners LLC | 0.03% | — | 750 | $64K |
| Roble, Belko & Company, Inc | 0.01% | Add +0.3% | 735 | $62K |
| Wolff Wiese Magana LLC | 0.04% | No change | 723 | $61K |
| Redwood Park Advisors LLC | 0.05% | No change | 710 | $60K |
| Trust Co | 0.01% | No change | 689 | $58K |
| JPMorgan Chase & Co. | 0.00% | Reduce -50.1% | 685 | $58K |
| Glen Eagle Advisors, LLC | 0.01% | Reduce -54.2% | 677 | $57K |
| Bokf, NA | 0.00% | No change | 675 | $57K |
| Creative Financial Designs Inc. | 0.00% | No change | 662 | $56K |
| Harbor Investment Advisory, LLC | 0.00% | Add +5.9% | 626 | $53K |
| First Horizon Advisors, Inc. | 0.00% | Add +36.9% | 575 | $49K |
| Bear Mountain Capital, Inc. | 0.02% | Add +0.2% | 526 | $49K |
| Hurley Capital, LLC | 0.03% | No change | 517 | $44K |
| Pension & Wealth Management Advisors, Inc. | 0.01% | No change | 500 | $42K |
| Atlantic Union Bankshares Corp | 0.00% | New | 496 | $42K |
| Ulland Investment Advisors, LLC | 0.03% | No change | 500 | $42K |
| DHJJ Financial Advisors, Ltd. | 0.01% | No change | 491 | $42K |
| Toth Financial Advisory Corp. | 0.00% | No change | 440 | $37K |
| Holos Integrated Wealth LLC | 0.02% | No change | 400 | $37K |
| Dixon Mitchell Investment Counsel Inc. | 0.00% | No change | 425 | $36K |
| Pacific Center for Financial Services | 0.01% | No change | 420 | $36K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 415 | $35K |
| SWAN Capital LLC | 0.02% | No change | 411 | $35K |
| Addison Advisors LLC | 0.01% | No change | 400 | $34K |
| Elevation Point Wealth Partners, LLC | 0.00% | New | 388 | $33K |
| Financial Perspectives, Inc | 0.01% | No change | 385 | $33K |
| Delta Asset Management LLC | 0.00% | No change | 380 | $32K |
| GPS Wealth Strategies Group, LLC | 0.00% | No change | 360 | $31K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 359 | $30K |
| Global Wealth Strategies & Associates | 0.01% | Reduce -45.6% | 358 | $30K |
| Harbour Investments, Inc. | 0.00% | Reduce -0.3% | 355 | $30K |
| VSM Wealth Advisory, LLC | 0.01% | No change | 327 | $28K |
| High Note Wealth, LLC | 0.01% | No change | 327 | $28K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +44.0% | 327 | $28K |
| Boyd Watterson Asset Management LLC | 0.01% | No change | 326 | $28K |
| Wood Tarver Financial Group, LLC | 0.01% | No change | 321 | $27K |
| Oakworth Capital, Inc. | 0.00% | No change | 300 | $25K |
| ORG Partners LLC | 0.01% | Reduce -44.2% | 285 | $24K |
| Financially Speaking Inc | 0.02% | No change | 275 | $23K |
| Brown, Lisle/Cummings, Inc. | 0.01% | No change | 270 | $23K |
| Activest Wealth Management | 0.01% | Reduce -46.4% | 270 | $23K |
| Tradewinds Capital Management, LLC | 0.01% | No change | 269 | $23K |
| Kilter Group LLC | 0.01% | New | 251 | $21K |
| Hoey Investments, Inc. | 0.00% | No change | 250 | $21K |
| First PREMIER Bank | 0.01% | No change | 250 | $21K |
| Davidson Capital Management Inc. | 0.00% | Reduce -3.6% | 238 | $20K |
| Signature Resources Capital Management, LLC | 0.01% | No change | 236 | $20K |
| Carolina Wealth Advisors, LLC | 0.01% | No change | 235 | $20K |
| Evermay Wealth Management LLC | 0.00% | No change | 230 | $20K |
| PFS Partners, LLC | 0.01% | Reduce -73.3% | 210 | $18K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 210 | $18K |
| Strategic Investment Solutions, Inc. | 0.01% | No change | 209 | $18K |
| Westside Investment Management, Inc. | 0.00% | No change | 205 | $17K |
| Arlington Trust Co LLC | 0.00% | No change | 200 | $17K |
| National Bank of Canada | 0.00% | No change | 200 | $17K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 190 | $16K |
| Kozak & Associates, Inc. | 0.00% | No change | 182 | $16K |
| Capital Analysts, LLC | 0.00% | No change | 192 | $16K |
| Atlas Capital Advisors Inc. | 0.00% | No change | 186 | $16K |
| Premier Financial Group | 0.00% | — | 149 | $14K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | No change | 160 | $14K |
| Medallion Wealth Advisors, LLC | 0.01% | No change | 158 | $13K |
| Versant Capital Management, Inc | 0.00% | No change | 151 | $13K |
| FWL Investment Management, LLC | 0.00% | No change | 150 | $13K |
| Independence Bank of Kentucky | 0.00% | No change | 150 | $13K |
| Cherry Tree Wealth Management, LLC | 0.00% | Add +63.7% | 149 | $13K |
| Bellevue Asset Management, LLC | 0.01% | No change | 145 | $12K |
| Financial Gravity Companies, Inc. | 0.00% | — | 140 | $12K |
| American National Bank & Trust | 0.00% | No change | 140 | $12K |
| Avion Wealth | 0.00% | Add +1310.0% | 141 | $11K |
| Comprehensive Financial Planning, Inc. | 0.01% | No change | 129 | $11K |
| Tortoise Investment Management, LLC | 0.00% | Add +146.0% | 123 | $10K |
| Investment Research & Advisory Group, Inc. | 0.00% | Reduce -42.4% | 212 | $10K |
| WFA Asset Management Corp | 0.01% | No change | 182 | $10K |
| Kathleen S. Wright Associates Inc. | 0.00% | No change | 110 | $9K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | New | 107 | $9K |
| Quaker Wealth Management, LLC | 0.00% | — | 104 | $9K |
| Graney & King, LLC | 0.01% | No change | 100 | $8K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 100 | $8K |
| Ridgewood Investments LLC | 0.00% | No change | 100 | $8K |
| Barrett & Company, Inc. | 0.00% | No change | 100 | $8K |
| Missouri Trust & Investment Co | 0.00% | No change | 100 | $8K |
| Concord Wealth Partners | 0.00% | No change | 100 | $8K |
| City Holding Co. | 0.00% | No change | 100 | $8K |
| Brooklyn Investment Group | 0.00% | New | 100 | $8K |
| Armstrong Advisory Group, Inc. | 0.00% | Reduce -75.6% | 100 | $8K |
| CVA Family Office, LLC | 0.00% | No change | 92 | $8K |
| Cheviot Value Management, LLC | 0.00% | No change | 83 | $8K |
| Cape Investment Advisory, Inc. | 0.00% | Reduce -10.5% | 85 | $7K |
| Assetmark, Inc. | 0.00% | Add +22.7% | 81 | $7K |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 62 | $6K |
| Pittenger & Anderson Inc. | 0.00% | Reduce -27.0% | 65 | $6K |
| Game Plan Financial Advisors, LLC | 0.00% | No change | 60 | $5K |
| Thompson Investment Management, Inc. | 0.00% | No change | 60 | $5K |
| WealthTrak Capital Management LLC | 0.00% | Reduce -50.0% | 55 | $5K |
| FSA Wealth Management LLC | 0.00% | No change | 56 | $4K |
| WFA of San Diego, LLC | 0.00% | — | 52 | $4K |
| Gen-Wealth Partners Inc | 0.00% | No change | 50 | $4K |
| Front Row Advisors LLC | 0.00% | No change | 50 | $4K |
| Riggs Asset Managment Co. Inc. | 0.00% | No change | 50 | $4K |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 50 | $4K |
| Briaud Financial Planning Inc | 0.00% | No change | 50 | $4K |
| PrairieView Partners, LLC | 0.00% | Add +90.9% | 42 | $3K |
| Friedenthal Financial | 0.00% | No change | 33 | $3K |
| S&T Bank | 0.00% | No change | 30 | $3K |
| CarsonAllaria Wealth Management, Ltd. | 0.00% | No change | 29 | $2K |
| Hager Investment Management Services, LLC | 0.00% | No change | 27 | $2K |
| Coastline Trust Co | 0.00% | Add +10.0% | 22 | $2K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 20 | $2K |
| Smartleaf Asset Management LLC | 0.00% | New | 16 | $1K |
| Kentucky Trust Co | 0.00% | No change | 11 | $933 |
| Cranbrook Wealth Management, LLC | 0.00% | No change | 10 | $849 |
| Albion Financial Group | 0.00% | No change | 10 | $849 |
| Family Legacy Financial Solutions, LLC | 0.00% | — | 10 | $848 |
| Colonial Trust Co / SC | 0.00% | No change | 10 | $848 |
| Jones Financial Companies LLLP | 0.00% | Reduce -95.6% | 10 | $842 |
| West Oak Capital, LLC | 0.00% | No change | 384 | $302 |
| Nemes Rush Group LLC | 0.00% | No change | 2 | $170 |
| Avondale Wealth Management | 0.00% | New | 1 | $85 |
| Arcadia Investment Advisors LLC | 0.00% | No change | 1 | $85 |
"% of holder's portfolio" is GBTC's weight in each manager's 13F, not the share of Grayscale Bitcoin Trust ETF the manager owns.