Grayscale Bitcoin Trust ETFGBTCETF

13F holders, Q2 2025 (June 30)
765holders +52
89new positions
46sold out
2famous investors
$84.74avg. 13F price*

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

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

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions89$44.0M
Exits46$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.