Grayscale Bitcoin Trust ETFGBTCETF

13F holders, Q3 2025 (September 30)
786holders +21
76new positions
42sold out
2famous investors
$89.67avg. 13F price*

At the end of Q3 2025, 786 institutions reported holding Grayscale Bitcoin Trust ETF (GBTC) in their 13F filings, up 21 from Q2 2025. 76 opened new positions and 42 sold out. The largest holders were Horizon Kinetics Asset Management LLC ($1.3B), Multicoin Capital Management, LLC ($118.7M) and LPL Financial LLC ($91.6M). 2 famous investors held it, including Israel Englander (0.0% of Millennium Management's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).

Company
Grayscale Bitcoin Trust ETF
CUSIP
389637109
Latest filing quarter
Q2 2026

History

Number of 13F holders

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

Total Exit/New Position Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions76$38.8M
Exits42$23.8M

All 13F filers, Q2 2025 → Q3 2025: 1,034,706 shares bought and 2,502,723 shares sold, net −1,468,017 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 786 holders

Horizon Kinetics Asset Management LLC 15.52% Reduce -2.5% 14,181,200 $1.3B
Multicoin Capital Management, LLC 43.26% No change 1,321,808 $118.7M
LPL Financial LLC 0.03% Reduce -2.1% 1,020,074 $91.6M
HighTower Advisors, LLC 0.06% Reduce -3.6% 626,428 $56.2M
Greenwich Wealth Management LLC 2.64% Reduce -0.0% 636,897 $53.0M
Wealthfront Advisers LLC 0.08% Reduce -5.9% 373,430 $33.5M
Mad River Investors 13.88% Reduce -3.1% 360,954 $32.4M
EagleClaw Capital Managment, LLC 4.20% Reduce -14.0% 334,466 $30.0M
Moors & Cabot, Inc. 1.24% Reduce -1.9% 315,901 $28.4M
Old Mission Capital LLC 0.98% Add +372.8% 304,409 $27.3M
One Charles Private Wealth Services, LLC 6.82% Reduce -0.8% 289,410 $26.0M
Kingswood Wealth Advisors, LLC 1.55% Add +0.9% 284,948 $25.6M
Beaumont Financial Advisors, LLC 1.65% Reduce -4.0% 274,368 $24.6M
Cambridge Investment Research Advisors, Inc. 0.07% Reduce -0.9% 268,578 $24.1M
Cresset Asset Management, LLC 0.10% Reduce -0.7% 259,666 $23.3M
Jane Street Group, LLC 0.03% Reduce -76.0% 244,938 $22.0M
Commonwealth Equity Services, LLC 0.03% Reduce -7.7% 228,517 $20.5M
IMC-Chicago, LLC 0.33% Reduce -42.6% 208,201 $18.7M
Wealth Enhancement Advisory Services, LLC 0.03% Reduce -0.1% 190,324 $18.2M
Focus Partners Wealth 0.03% Reduce -8.3% 200,179 $18.0M
Mariner, LLC 0.02% Add +1.1% 171,119 $15.4M
Susquehanna International Group, LLP 0.02% Reduce -18.2% 155,921 $14.0M
RBF Capital, LLC 0.62% No change 150,000 $13.5M
Atlas Wealth Partners, LLC 13.41% Reduce -1.1% 146,358 $13.1M
Lido Advisors, LLC 0.05% Add +8.0% 145,156 $13.0M
Creative Planning 0.01% Add +40.5% 135,202 $12.1M
Sloy Dahl & Holst, LLC 1.28% Reduce -0.5% 134,748 $12.1M
Fiduciary Alliance LLC 0.78% Add +0.9% 130,032 $11.7M
Foundations Investment Advisors, LLC 0.17% Add +3.6% 129,632 $11.6M
Jump Financial, LLC 0.16% New 129,212 $11.6M
Lakewood Capital Management, LP 0.84% No change 123,500 $11.1M
SLT Holdings LLC 7.39% Add +3.5% 122,602 $11.0M
Brookstone Capital Management 0.13% Reduce -2.1% 121,543 $10.9M
Pasadena Private Wealth, LLC 1.57% Reduce -3.0% 121,362 $10.9M
Fielder Capital Group LLC 2.46% Reduce -3.9% 120,466 $10.8M
Sequoia Financial Advisors, LLC 0.07% Reduce -1.2% 120,101 $10.8M
Ieq Capital, LLC 0.03% Reduce -0.2% 113,106 $10.2M
Once Capital Management, LLC 2.62% No change 107,700 $9.7M
Blair William & Co. 0.03% Reduce -0.0% 107,557 $9.7M
Citrine Capital LLC 4.29% Reduce -0.3% 103,224 $9.3M
Birch Hill Investment Advisors LLC 0.39% Reduce -5.8% 102,850 $9.2M
ICONIQ Capital, LLC 0.11% No change 101,575 $9.1M
Kestra Advisory Services, LLC 0.04% Reduce -18.7% 101,436 $9.1M
Millennium Management 0.01% No change 100,000 $9.0M
Larson Financial Group LLC 0.31% Reduce -3.0% 99,515 $8.9M
Variant Private Wealth, LLC 8.08% Reduce -1.3% 97,486 $8.8M
Red Door Wealth Management, LLC 0.93% Reduce -0.4% 97,312 $8.7M
Envestnet Asset Management Inc. 0.00% Add +3.5% 95,873 $8.6M
Raymond James Financial Inc. 0.00% Add +28.3% 93,408 $8.4M
Claro Advisors Inc. 1.18% Reduce -1.8% 90,454 $8.1M
Traphagen Investment Advisors LLC 0.68% Reduce -4.5% 88,374 $7.9M
TB Alternative Assets Ltd. 1.15% Reduce -63.5% 85,657 $7.7M
Blue Square Asset Management, LLC 3.14% Reduce -11.0% 80,211 $7.2M
Van Hulzen Asset Management, LLC 0.53% Reduce -1.3% 78,572 $7.1M
Intellectus Partners, LLC 1.33% Add +0.2% 76,541 $6.9M
SCS Capital Management LLC 0.07% No change 75,957 $6.8M
Osaic Holdings, Inc. 0.01% Add +8.6% 76,176 $6.7M
Advisory Services Network, LLC 0.10% Add +7.9% 73,673 $6.6M
Haven Private, LLC 2.92% Reduce -2.5% 73,549 $6.6M
Consolidated Portfolio Review Corp 0.82% Reduce -0.1% 72,812 $6.5M
WESCAP Management Group, Inc. 1.37% Reduce -0.6% 72,529 $6.5M
Fiduciary Trust Co 0.07% No change 72,150 $6.5M
Farther Finance Advisors, LLC 0.10% Add +3.3% 70,880 $6.4M
Moneco Advisors, LLC 0.52% Reduce -0.1% 69,420 $6.2M
Ascension Capital Advisors, Inc. 2.39% Reduce -2.1% 68,453 $6.1M
Guild Investment Management, Inc. 4.77% Reduce -0.5% 66,935 $6.0M
Royal Bank of Canada 0.00% Add +289.8% 66,589 $6.0M
Seldon Capital LP 2.09% No change 66,107 $5.9M
Legacy Wealth Asset Management, LLC 1.39% Reduce -1.0% 63,833 $5.7M
Global Retirement Partners, LLC 0.13% Reduce -0.4% 63,354 $5.7M
Smithfield Trust Co 0.23% No change 56,195 $5.0M
Independent Financial Group, LLC 0.12% Reduce -0.4% 55,918 $5.0M
Merit Financial Group, LLC 0.05% Reduce -3.8% 55,649 $5.0M
Bleakley Financial Group, LLC 0.12% Reduce -7.8% 55,298 $5.0M
Kestra Private Wealth Services, LLC 0.06% Reduce -1.9% 55,008 $4.9M
NewEdge Wealth, LLC 0.07% No change 60,571 $4.9M
Innovative Advisory Group, LLC 3.14% Reduce -1.1% 53,254 $4.8M
Ethos Financial Group, LLC 0.38% No change 53,212 $4.8M
Cetera Investment Advisers 0.01% New 52,757 $4.7M
NTV Asset Management LLC 0.51% Reduce -1.9% 52,487 $4.7M
Beck Capital Management, LLC 1.08% Reduce -4.6% 52,022 $4.7M
Verde Capital Management 1.03% Reduce -3.0% 52,009 $4.7M
Cerity Partners LLC 0.01% Reduce -5.9% 51,868 $4.7M
Brown Advisory Inc. 0.01% No change 51,616 $4.6M
Pekin Hardy Strauss, Inc. 0.47% Reduce -4.0% 51,538 $4.6M
Convergence Financial, LLC 0.69% Reduce -0.3% 51,460 $4.6M
Keystone Financial Group 0.35% Add +3.5% 56,229 $4.6M
US Bancorp \de 0.01% Add +0.0% 50,723 $4.6M
PNC Financial Services Group, Inc. 0.00% Add +0.5% 49,739 $4.5M
Mercer Global Advisors Inc. 0.01% Add +3.6% 48,633 $4.4M
NewEdge Advisors, LLC 0.02% Reduce -10.5% 47,930 $4.3M
Corient Private Wealth LP 0.01% Reduce -4.3% 47,533 $4.3M
HFG Wealth Management, LLC 2.20% Reduce -7.8% 45,122 $4.1M
Proficio Capital Partners LLC 0.27% No change 44,427 $4.0M
Certior Financial Group, LLC 2.66% Reduce -0.1% 43,716 $3.9M
Fagan Associates, Inc. 0.54% Reduce -6.1% 43,284 $3.9M
Wealthspire Advisors, LLC 0.02% Reduce -2.0% 42,713 $3.8M
Prosperity Financial Group, Inc. 1.35% Reduce -6.5% 41,040 $3.7M
Morgan Stanley 0.00% Add +1667.3% 40,647 $3.6M
Watts Gwilliam & Co., LLC 0.58% No change 40,000 $3.6M
Captrust Financial Advisors 0.01% Add +1.6% 39,234 $3.5M
Visionary Wealth Advisors 0.16% Add +0.1% 38,442 $3.5M
Pathstone Holdings, LLC 0.01% Add +8.6% 38,131 $3.4M
Integrated Wealth Concepts LLC 0.03% Add +3.7% 37,185 $3.3M
Cyndeo Wealth Partners, LLC 0.19% Reduce -10.6% 37,157 $3.3M
Private Advisor Group, LLC 0.02% Reduce -18.2% 36,841 $3.3M
TigerOak Management, L.L.C. 1.02% No change 36,575 $3.3M
PYA Waltman Capital, LLC 0.85% Reduce -0.2% 35,344 $3.2M
Interchange Capital Partners, LLC 0.62% Reduce -1.3% 35,213 $3.2M
Mgo One Seven LLC 0.07% Reduce -2.1% 34,912 $3.1M
Sowell Financial Services LLC 0.12% Reduce -15.5% 34,295 $3.1M
Sprott Inc. 0.12% Reduce -7.6% 34,255 $3.1M
Compass Ion Advisors, LLC 0.29% Add +0.8% 34,025 $3.1M
Waverly Advisors, LLC 0.03% Add +0.9% 33,771 $3.0M
B. Riley Wealth Advisors, Inc. 0.14% Reduce -0.9% 32,463 $2.9M
Renaissance Technologies 0.00% Reduce -59.8% 32,200 $2.9M
WealthPlan Investment Management, LLC 0.19% Reduce -0.8% 32,144 $2.9M
McKinley Carter Wealth Services, Inc. 0.15% Add +0.3% 32,107 $2.9M
Carnegie Investment Counsel 0.05% Reduce -4.2% 31,633 $2.8M
Financial Engines Advisors L.L.C. 0.01% Reduce -0.6% 31,578 $2.8M
McRae Capital Management Inc. 0.55% No change 30,940 $2.8M
Lanark Financial, Inc. 0.21% Reduce -1.3% 30,895 $2.8M
NFSG Corp 0.41% Add +52.2% 30,772 $2.8M
Curi Capital, LLC 0.05% No change 29,748 $2.7M
Integrated Advisors Network LLC 0.11% Reduce -3.8% 29,504 $2.6M
Ribbit Management Company, LLC 0.12% No change 29,309 $2.6M
Stifel Financial Corp. 0.00% Add +0.1% 28,792 $2.6M
Truist Financial Corp. 0.00% Add +3.6% 28,676 $2.6M
Finer Wealth Management, Inc. 1.28% No change 28,652 $2.6M
Diligent Investors, LLC 0.63% Reduce -0.1% 27,947 $2.5M
Steward Partners Investment Advisory, LLC 0.01% Add +8.0% 27,648 $2.5M
SJS Investment Consulting Inc. 0.34% No change 27,565 $2.5M
Cura Wealth Advisors, LLC 0.95% No change 27,390 $2.5M
Canton Hathaway, LLC 0.47% No change 27,200 $2.4M
Illumine Investment Management, LLC 1.73% Reduce -2.5% 27,105 $2.4M
Prosperity Wealth Management, Inc. 0.79% Add +17.6% 26,088 $2.3M
United Capital Financial Advisors, LLC 0.02% New 26,042 $2.3M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.06% Reduce -8.5% 25,925 $2.3M
Epiq Partners, LLC 1.10% Reduce -26.3% 25,050 $2.2M
CIBC Private Wealth Group LLC 0.00% Add +0.9% 24,781 $2.2M
Fortem Financial Group, LLC 0.64% No change 24,657 $2.2M
Tsfg, LLC 0.35% No change 24,617 $2.2M
Sapient Capital LLC 0.03% No change 24,488 $2.2M
Spire Wealth Management 0.07% Add +5.3% 24,461 $2.2M
Mainstay Capital Management LLC 0.22% Reduce -50.0% 24,048 $2.2M
Sanctuary Advisors, LLC 0.01% Reduce -7.6% 23,931 $2.1M
CRA Financial Services, LLC 0.29% Reduce -2.8% 23,853 $2.1M
Abacus Planning Group, Inc. 0.29% No change 23,738 $2.1M
U.S. Capital Wealth Advisors, LLC 0.06% Add +15.1% 23,719 $2.1M
White Knight Strategic Wealth Advisors, LLC 1.67% Reduce -0.4% 23,589 $2.1M
Summit Trail Advisors, LLC 0.03% New 23,545 $2.1M
Choreo, LLC 0.03% Add +1.6% 23,338 $2.1M
NorthCoast Asset Management LLC 0.01% Add +6.3% 23,102 $2.1M
Virtu Financial LLC 0.12% Reduce -85.4% 23,011 $2.1M
Quadcap Wealth Management, LLC 0.24% No change 22,963 $2.1M
Jaffetilchin Investment Partners, LLC 0.12% Reduce -0.1% 22,926 $2.1M
Nwam LLC 0.11% Reduce -0.4% 22,753 $2.0M
MAI Capital Management 0.01% Reduce -4.9% 22,695 $2.0M
Financial Management Professionals, Inc. 0.21% Add +1.7% 22,542 $2.0M
Alamea Verwaltungs GmbH 1.38% No change 22,446 $2.0M
Meridian Wealth Management, LLC 0.08% Add +0.1% 22,398 $2.0M
SeaCrest Wealth Management, LLC 0.21% Add +1.4% 20,583 $2.0M
TRUE Private Wealth Advisors 0.20% Add +1.4% 22,157 $2.0M
Prairie Wealth Advisors, Inc. 0.81% Reduce -1.3% 21,953 $2.0M
Beacon Pointe Advisors, LLC 0.02% Reduce -40.3% 21,923 $2.0M
Philadelphia Trust Co. 0.14% No change 21,620 $1.9M
Moneta Group Investment Advisors LLC 0.02% Add +0.1% 21,422 $1.9M
Upper Left Wealth Management, LLC 1.18% Reduce -0.4% 20,931 $1.9M
Stratos Wealth Partners, LTD. 0.02% Reduce -2.1% 20,812 $1.9M
Joseph P. Lucia & Associates, LLC 0.70% Reduce -7.2% 20,740 $1.9M
Virtue Capital Management, LLC 0.30% New 5,223 $1.9M
Perigon Wealth Management, LLC 0.04% Reduce -7.0% 20,648 $1.9M
Pallas Capital Advisors LLC 0.07% No change 20,615 $1.9M
Maridea Wealth Management LLC 0.29% Reduce -1.6% 21,272 $1.8M
Soltis Investment Advisors LLC 0.13% Add +1.7% 20,427 $1.8M
Synovus Financial Corp. 0.02% Reduce -0.8% 20,372 $1.8M
Johnson Investment Counsel Inc. 0.02% No change 20,151 $1.8M
Cynosure Group, LLC 0.20% No change 20,079 $1.8M
Stansberry Asset Management, LLC 0.19% Reduce -1.2% 19,527 $1.8M
Simplex Trading, LLC 0.04% New 19,144 $1.7M
Almanack Investment Partners, LLC. 0.27% No change 19,086 $1.7M
Matauro, LLC 0.27% Reduce -10.7% 18,977 $1.7M
Wedbush Securities Inc. 0.06% Reduce -4.2% 18,925 $1.7M
Angeles Wealth Management, LLC 0.10% No change 18,648 $1.7M
Integras Partners LLC 1.33% New 18,397 $1.7M
HCR Wealth Advisors 0.17% No change 17,312 $1.6M
Leavell Investment Management, Inc. 0.07% Add +103.3% 18,250 $1.6M
DRW Securities, LLC 0.08% Reduce -27.1% 17,754 $1.6M
Pine Valley Investments Ltd Liability Co 0.08% Add +1.2% 17,694 $1.6M
Milestone Asset Management Group, LLC 1.00% Reduce -4.6% 17,688 $1.6M
Bellwether Advisors, LLC 0.26% No change 17,609 $1.6M
Prospera Financial Services Inc 0.03% Add +0.9% 17,450 $1.6M
Rwa Wealth Partners, LLC 0.02% Add +57.2% 17,428 $1.6M
Exit Wealth Advisors, LLC. 1.02% — 17,059 $1.5M
CreativeOne Wealth, LLC 0.04% Add +51.4% 16,800 $1.5M
Prime Capital Investment Advisors, LLC 0.02% Add +30.7% 16,782 $1.5M
Blue Trust, Inc. 0.02% Reduce -1.2% 16,689 $1.5M
AE Wealth Management LLC 0.01% Add +3.2% 16,562 $1.5M
HUB Investment Partners, LLC 0.05% No change 16,186 $1.5M
Cary Street Partners Financial LLC 0.04% No change 15,782 $1.4M
Copia Wealth Management 1.05% Add +0.2% 15,714 $1.4M
Childress Capital Advisors, LLC 0.26% No change 15,614 $1.4M
Insigneo Advisory Services, LLC 0.10% Add +38.3% 15,442 $1.4M
180 Wealth Advisors, LLC 0.17% Add +95.4% 15,363 $1.4M
Belpointe Asset Management LLC 0.05% Add +13.9% 15,311 $1.4M
Curran Financial Partners, LLC 0.27% Add +0.5% 15,238 $1.4M
Empower Advisory Group, LLC 0.00% No change 15,141 $1.4M
NorthRock Partners, LLC 0.02% Add +35.9% 15,044 $1.4M
Scotia Capital Inc. 0.01% Reduce -20.5% 15,031 $1.3M
VestGen Advisors, LLC 0.04% Add +36.4% 14,767 $1.3M
Midwest Trust Co 0.02% No change 14,754 $1.3M
Aries Wealth Management 0.31% No change 14,545 $1.3M
Pilgrim Partners Asia Pte Ltd 0.58% — 14,500 $1.3M
Rothschild Investment LLC 0.07% No change 14,490 $1.3M
Obsidian Cio, LLC 0.17% Reduce -1.5% 14,439 $1.3M
Wealthcare Advisory Partners LLC 0.03% No change 14,420 $1.3M
Regions Financial Corp. 0.01% No change 14,417 $1.3M
Mills Wealth Advisors LLC 0.52% Reduce -0.1% 14,346 $1.3M
Geneos Wealth Management Inc. 0.03% Add +0.1% 14,167 $1.3M
Independent Advisor Alliance 0.03% Reduce -19.3% 14,087 $1.3M
Berger Financial Group, Inc 0.08% Reduce -13.7% 14,068 $1.3M
Aptus Capital Advisors, LLC 0.01% Reduce -26.5% 13,873 $1.2M
Quadrant Private Wealth Management, LLC 0.23% Add +11.1% 13,847 $1.2M
Malaga Cove Capital, LLC 0.44% No change 13,659 $1.2M
Cherrydale Wealth Management, LLC 0.38% No change 13,531 $1.2M
Stevens Capital Management LP 0.16% Add +224.1% 13,520 $1.2M
Pinnacle Associates Ltd. 0.02% Reduce -6.3% 13,516 $1.2M
Montag A & Associates Inc. 0.06% Add +0.1% 13,495 $1.2M
SteelPeak Wealth, LLC 0.04% Add +0.6% 13,345 $1.2M
Arax Advisory Partners 0.02% Add +118.5% 13,300 $1.2M
FWG Holdings, LLC 0.51% Reduce -0.4% 13,731 $1.2M
Deltec Asset Management LLC 0.20% No change 13,250 $1.2M
Modern Wealth Management, LLC 0.02% Reduce -0.6% 13,245 $1.2M
BlackRock, Inc. 0.00% Reduce -1.5% 13,220 $1.2M
Gables Capital Management Inc. 0.50% No change 12,995 $1.2M
Vista Finance, LLC 0.78% Add +0.0% 12,987 $1.2M
Nvwm, LLC 0.26% Reduce -0.6% 12,855 $1.2M
Wealth Alliance Advisory Group, LLC 0.21% No change 12,744 $1.1M
Aspen Grove Capital, LLC 0.19% No change 12,655 $1.1M
Runnymede Capital Advisors, Inc. 0.93% Add +1.1% 12,608 $1.1M
PFG Investments, LLC 0.06% Add +2.7% 12,583 $1.1M
Cwm, LLC 0.00% Add +117.9% 12,571 $1.1M
National Philanthropic Trust 0.01% No change 12,389 $1.1M
Chicago Partners Investment Group LLC 0.03% Add +4.9% 12,445 $1.1M
SevenBridge Financial Group, LLC 0.18% Reduce -26.6% 13,826 $1.1M
Formidable Asset Management, LLC 0.17% Reduce -8.7% 12,835 $1.1M
Doliver Advisors, LP 0.28% No change 12,116 $1.1M
Ameritas Advisory Services, LLC 0.07% Add +34.5% 11,936 $1.1M
Dakota Wealth Management 0.02% No change 11,931 $1.1M
Edge Financial Advisors LLC 0.48% Reduce -3.6% 11,820 $1.1M
&partners 0.01% Reduce -13.1% 11,809 $1.1M
Coppell Advisory Solutions LLC 0.11% Add +72.7% 11,807 $1.1M
Plancorp, LLC 0.03% Reduce -3.3% 11,726 $1.1M
Embree Financial Group 0.14% Add +0.3% 11,637 $1.0M
Howland Capital Management LLC 0.04% No change 11,600 $1.0M
Matrix Private Capital Group LLC 0.55% Add +0.2% 11,575 $1.0M
Peapack Gladstone Financial Corp. 0.01% Reduce -3.3% 11,510 $1.0M
Fortis Capital Management LLC 0.14% Add +1.8% 11,445 $1.0M
Essex Financial Services, Inc. 0.06% Reduce -5.9% 11,319 $1.0M
Summit Financial, LLC 0.02% Add +9.4% 11,247 $1.0M
Synergy Asset Management, LLC 0.04% Add +195.7% 11,678 $1.0M
Schneider Downs Wealth Management Advisors, LP 0.12% No change 11,185 $1.0M
Clearstead Advisors, LLC 0.01% No change 11,175 $1.0M
Transcend Capital Advisors, LLC 0.07% Add +0.5% 11,052 $992K
Earned Wealth Advisors, LLC 0.16% Add +0.2% 10,967 $985K
Bank of Montreal 0.00% Add +2.8% 10,950 $983K
HBK Sorce Advisory LLC 0.02% Reduce -0.9% 11,162 $974K
Beam Wealth Advisors, Inc. 0.26% Reduce -3.2% 10,807 $970K
Ritholtz Wealth Management 0.02% Reduce -15.9% 10,756 $966K
Western Wealth Management, LLC 0.05% No change 10,668 $958K
Iridian Asset Management LLC 0.37% No change 10,559 $948K
Spectrum Planning & Advisory Services Inc. 0.52% Reduce -34.8% 10,289 $924K
J.W. Cole Advisors, Inc. 0.02% Reduce -4.2% 10,205 $916K
Chevy Chase Trust Holdings, LLC 0.00% No change 10,186 $914K
Fiduciary Financial Group, LLC 0.14% Reduce -0.4% 10,174 $913K
Keystone Global Partners, LLC 0.46% No change 10,147 $911K
Richards, Merrill & Peterson, Inc. 0.39% Add +25.0% 10,129 $909K
Stephen J. Garry & Associates, LLC 0.73% No change 10,116 $908K
New Republic Capital, LLC 0.28% No change 10,040 $901K
Oxbow Advisors, LLC 0.08% No change 10,000 $898K
Signaturefd, LLC 0.01% Reduce -19.4% 9,922 $891K
Wilmington Savings Fund Society, FSB 0.02% Reduce -56.3% 9,870 $886K
Clearwater Capital Advisors, LLC 0.07% Reduce -0.3% 9,773 $877K
Dynamic Advisor Solutions LLC 0.03% Add +74.8% 9,753 $876K
Montz Harcus Wealth Management LLC 0.38% No change 9,741 $874K
Hobbs Group Advisors, LLC 0.27% Add +89.4% 9,602 $862K
United Advisor Group, LLC 0.11% No change 9,516 $854K
Insight Advisors, LLC/ PA 0.13% Reduce -0.0% 9,418 $845K
Channel Wealth LLC 0.22% No change 9,368 $841K
Composition Wealth, LLC 0.01% Add +28.3% 9,316 $836K
Wolverine Trading, LLC 0.02% New 9,252 $830K
Smith, Moore & Co. 0.06% Add +6.0% 9,056 $813K
Compagnie Lombard Odier SCmA 0.01% No change 9,050 $812K
Leigh Baldwin & Co., LLC 0.46% Add +14.6% 9,020 $810K
Ascentis Independent Advisors 0.14% Reduce -1.6% 9,012 $809K
Strategic Wealth Partners, Ltd. 0.06% Add +31.6% 8,834 $793K
Mission Wealth Management, LP 0.02% No change 8,809 $791K
Equitable Holdings, Inc. 0.01% Add +3.2% 8,760 $786K
Valeo Financial Advisors, LLC 0.02% Reduce -0.2% 8,748 $785K
Mesirow Financial Investment Management, Inc. 0.01% No change 8,715 $782K
Traynor Capital Management, Inc. 0.04% New 8,632 $775K
Global Assets Advisory, LLC 0.23% Add +8.9% 8,603 $772K
MADDEN SECURITIES Corp 0.24% No change 8,585 $771K
Horrell Capital Management, Inc. 0.32% No change 8,573 $770K
AssuredPartners Investment Advisors, LLC 0.17% Reduce -2.8% 8,560 $768K
Kathmere Capital Management, LLC 0.05% Add +4.7% 8,526 $765K
Catalina Capital Group, LLC 0.47% No change 8,500 $763K
Silicon Valley Capital Partners 0.07% No change 8,500 $763K
Ancora Advisors LLC 0.02% Add +16.7% 8,471 $760K
Bedell Frazier Investment Counselling, LLC 0.15% Reduce -5.1% 8,372 $752K
Galaxy Group Investments LLC 0.07% No change 8,335 $748K
Rathbones Group PLC 0.00% No change 8,330 $748K
Magnolia Capital Advisors LLC 0.19% No change 8,284 $744K
Quantinno Capital Management LP 0.00% Add +69.5% 8,255 $741K
Evergreen Capital Management LLC 0.02% Reduce -23.3% 8,225 $738K
Westmount Partners, LLC 0.19% No change 7,983 $736K
Orion Porfolio Solutions, LLC 0.01% Reduce -1.6% 8,164 $733K
Centaurus Financial, Inc. 0.03% Reduce -26.3% 8,106 $728K
Kingsview Wealth Management, LLC 0.01% Add +6.6% 8,039 $722K
Cypress Wealth Services, LLC 0.12% No change 7,912 $710K
Axxcess Wealth Management, LLC 0.01% No change 7,871 $707K
Beaird Harris Wealth Management, LLC 0.05% No change 7,861 $706K
Verdence Capital Advisors LLC 0.04% Reduce -4.9% 7,711 $695K
Williams Jones Wealth Management, LLC. 0.01% Reduce -21.0% 7,705 $692K
Savant Capital, LLC 0.00% Reduce -18.9% 7,700 $691K
Revolve Wealth Partners, LLC 0.08% Add +174.1% 7,642 $686K
Secure Asset Management, LLC 0.11% Reduce -6.9% 7,420 $684K
Csenge Advisory Group 0.03% Reduce -2.7% 7,570 $680K
Schonfeld Strategic Advisors LLC 0.00% Add +18.1% 7,496 $673K
Brookwood Investment Group LLC 0.09% Reduce -20.0% 7,357 $660K
PBMares Wealth Management LLC 0.11% Reduce -4.4% 7,315 $657K
Concurrent Investment Advisors, LLC 0.01% Reduce -22.7% 7,280 $653K
MRP Capital Investments, LLC 0.56% No change 7,655 $649K
Princeton Capital Management LLC 0.17% Add +8.2% 7,223 $648K
Bison Wealth, LLC 0.06% Reduce -20.4% 7,625 $637K
Pettinga Financial Advisors LLC 0.12% Reduce -1.9% 7,079 $635K
Bulltick Wealth Management, LLC 0.15% Reduce -7.7% 7,073 $635K
RVW Wealth, LLC 0.05% No change 7,059 $634K
International Private Wealth Advisors LLC 0.39% No change 6,950 $624K
Mutual Advisors, LLC 0.01% Add +0.1% 7,205 $623K
NCM Capital Management, LLC 0.24% No change 6,923 $621K
Verity Asset Management, Inc. 0.20% Reduce -1.1% 6,822 $612K
HRC Wealth Management, LLC 0.29% Add +25.1% 6,724 $604K
Foundation Wealth Management, LLC 0.41% No change 6,647 $597K
HB Wealth Management, LLC 0.00% Add +0.1% 6,604 $593K
Harvest Investment Services, LLC 0.12% Add +1.3% 6,568 $590K
Cannell & Spears LLC 0.01% No change 6,565 $589K
Stephenson & Company, Inc. 0.33% No change 6,400 $575K
Riverview Capital Advisers, LLC 0.17% No change 6,373 $572K
Park Avenue Securities LLC 0.00% Add +7.7% 6,329 $568K
Heritage Family Offices, LLP 0.26% No change 6,325 $568K
Parallel Advisors, LLC 0.01% Add +10.0% 6,316 $567K
Cibc World Market Inc. 0.00% Reduce -65.0% 6,296 $565K
Safeguard Investment Advisory Group, LLC 0.14% Reduce -11.2% 6,292 $565K
Evercore Wealth Management, LLC 0.01% No change 6,250 $561K
Firestone Capital Management 0.12% Reduce -16.5% 6,234 $560K
Koshinski Asset Management, Inc. 0.04% Add +2.4% 6,225 $559K
Sound Income Strategies, LLC 0.03% Reduce -1.9% 5,844 $555K
HBW Advisory Services LLC 0.06% Add +3.3% 6,173 $554K
American Capital Advisory, LLC 0.26% No change 6,160 $553K
Equita Financial Network, Inc. 0.19% Reduce -4.1% 6,157 $553K
Americana Partners, LLC 0.02% Add +1.2% 6,124 $550K
Trevian Wealth Management LLC 0.29% No change 6,115 $549K
Woodley Farra Manion Portfolio Management Inc. 0.03% No change 6,073 $545K
SouthState Bank Corp 0.03% Reduce -4.4% 6,063 $544K
Coastal Bridge Advisors, LLC 0.04% No change 6,055 $544K
Sassicaia Capital Advisers LLC 0.24% New 6,000 $539K
Strategies Wealth Advisors, LLC 0.06% Reduce -16.3% 5,990 $538K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.03% Reduce -11.2% 5,978 $537K
Meixler Investment Management, Ltd. 0.33% Reduce -3.6% 5,977 $537K
Garde Capital, Inc. 0.03% No change 5,937 $533K
OneAscent Financial Services LLC 0.04% Reduce -5.5% 5,931 $532K
Destiny Wealth Partners, LLC 0.07% Reduce -1.2% 5,926 $532K
Capital Investment Advisory Services, LLC 0.04% No change 5,871 $527K
Sandbox Financial Partners, LLC 0.15% Reduce -0.1% 5,864 $526K
IPG Investment Advisors LLC 0.09% New 5,860 $526K
Cardiff Park Advisors, LLC 0.04% No change 5,800 $521K
Narus Financial Partners, LLC 0.14% Add +4.1% 5,772 $518K
AlphaCore Capital LLC 0.02% Add +73.2% 5,716 $513K
Lifeworks Advisors, LLC 0.07% Add +9.5% 5,695 $511K
Qube Research & Technologies Ltd 0.00% New 5,694 $511K
Summit Wealth Group LLC / Co. 0.05% New 2,875 $511K
Great Valley Advisor Group, Inc. 0.01% Reduce -4.8% 5,659 $508K
TD Waterhouse Canada Inc. 0.00% Add +2.0% 5,461 $504K
Leo Wealth, LLC 0.06% Reduce -26.2% 5,496 $493K
Fort Point Capital Partners LLC 0.06% Reduce -0.3% 5,485 $492K
Portfolio Strategies, Inc. 0.06% No change 5,454 $490K
Carret Asset Management, LLC 0.05% Reduce -8.1% 5,451 $489K
Sunbelt Securities, Inc. 0.03% Add +18.0% 5,426 $487K
Affinity Capital Advisors, LLC 0.07% Reduce -0.6% 5,130 $487K
Flagship Harbor Advisors, LLC 0.02% Add +3.9% 5,424 $487K
Magnus Financial Group LLC 0.04% No change 5,419 $486K
Allworth Financial LP 0.00% Add +15.1% 5,309 $477K
Abound Financial, LLC 0.19% No change 5,304 $476K
Ausdal Financial Partners, Inc. 0.02% Add +8.0% 5,236 $470K
Howe & Rusling Inc. 0.03% Reduce -7.8% 5,176 $465K
Integrity Alliance, Llc. 0.02% Add +59.9% 5,159 $463K
Bluespring Wealth Management, LLC 0.04% No change 5,116 $459K
Tru Independence Asset Management 2, LLC 0.30% No change 5,050 $453K
Arkadios Wealth Advisors 0.01% Add +0.7% 5,038 $452K
Graybill Wealth Management, LTD. 0.14% No change 5,000 $449K
ZEGA Investments, LLC 0.10% New 5,000 $449K
Retirement Planning Co of New England, Inc. 0.18% Reduce -2.9% 5,233 $445K
Rahlfs Capital, LLC 0.35% No change 4,870 $437K
Bessemer Group Inc. 0.00% Add +15.2% 4,836 $434K
Argent Trust Co 0.02% No change 4,831 $434K
International Assets Investment Management, LLC 0.03% No change 5,220 $433K
Private Advisory Group LLC 0.04% Add +4.3% 4,813 $432K
IFP Advisors, Inc 0.01% Add +11.8% 4,813 $432K
Equitable Trust Co. 0.02% No change 4,809 $432K
Impact Partnership Wealth, LLC 0.06% Add +3.6% 4,755 $427K
Money Concepts Capital Corp. 0.03% No change 4,735 $425K
Clear Creek Financial Management, LLC 0.04% Add +32.7% 4,726 $424K
Sterling Investment Counsel, LLC 0.13% No change 4,665 $419K
World Investment Advisors 0.01% Add +2.2% 4,659 $418K
Snowden Capital Advisors LLC 0.01% Reduce -5.6% 4,645 $417K
Commerce Bank 0.00% Add +14.7% 4,611 $414K
Joel Isaacson & Co., LLC 0.01% No change 4,608 $414K
Correct Capital Wealth Management 0.08% No change 4,600 $413K
Arlington Capital Management, Inc. 0.26% Reduce -2.7% 4,593 $412K
Mill Creek Capital Advisors, LLC 0.01% Add +3.2% 4,588 $412K
Journey Advisory Group, LLC 0.03% No change 4,548 $408K
Edge Wealth Management LLC 0.07% No change 4,538 $407K
Inspire Advisors, LLC 0.04% Reduce -4.3% 4,520 $406K
Cornerstone Wealth Management, LLC 0.02% Reduce -0.9% 4,516 $405K
FMR LLC 0.00% Reduce -32.5% 4,439 $398K
Blackhawk Capital Partners, LLC 0.15% No change 4,424 $397K
Thrivent Financial for Lutherans 0.00% Add +4.3% 4,380 $393K
Ciovacco Capital Management LLC 0.20% New 7,748 $392K
CLG LLC 0.11% New 4,344 $390K
Rossby Financial, LCC 0.13% No change 4,205 $388K
Focus Partners Advisor Solutions, LLC 0.00% Reduce -14.6% 4,416 $381K
Walled Lake Planning & Wealth Management, LLC 0.12% Reduce -49.9% 4,212 $378K
Flagstar Securities, Inc. 0.12% Reduce -15.9% 4,208 $378K
DeDora Capital, Inc. 0.09% Add +0.0% 4,204 $377K
Clare Market Investments LLC 0.08% Reduce -46.8% 4,179 $375K
LMG Wealth Partners, LLC 0.07% Reduce -1.7% 4,162 $374K
Arete Wealth Advisors, LLC 0.02% Reduce -1.4% 4,133 $371K
Triton Wealth Management, PLLC 0.14% Add +15.8% 4,273 $371K
Schnieders Capital Management, Llc. 0.06% — 4,084 $367K
CMG Global Holdings, LLC 0.18% Add +2.4% 4,192 $366K
Jeppson Wealth Management, LLC 0.12% No change 4,060 $364K
Icon Wealth Advisors, LLC 0.02% No change 4,046 $363K
Level Financial Advisors 0.10% No change 4,041 $363K
Marshall & Sullivan Inc. 0.17% No change 4,040 $363K
Investmark Advisory Group LLC 0.16% No change 4,038 $362K
Adalta Capital Management LLC 0.16% Reduce -2.4% 4,035 $362K
Panoramic Investment Advisors, LLC 0.20% No change 4,027 $362K
Mountain Capital Investment Advisors Inc. 0.06% No change 3,919 $361K
Cornerstone Wealth Group, LLC 0.02% Add +5.5% 3,996 $359K
Certuity, LLC 0.02% Add +62.1% 3,970 $356K
E&G Advisors, LLC 0.08% Reduce -2.5% 3,950 $355K
MA Private Wealth 0.06% No change 3,837 $344K
Clear Harbor Asset Management, LLC 0.02% Reduce -0.9% 3,830 $344K
Zhang Financial LLC 0.01% No change 3,819 $343K
Old Mission Investment Co LLC 0.08% Reduce -5.5% 3,817 $343K
SageView Advisory Group, LLC 0.01% Add +5.3% 3,802 $341K
Sanders Morris Harris LLC 0.05% No change 3,785 $340K
Able Wealth Management LLC 0.13% No change 3,774 $339K
BCS Wealth Management 0.08% Reduce -58.9% 3,757 $337K
Trilogy Capital Inc. 0.02% Reduce -6.3% 3,750 $337K
IAM Advisory, LLC 0.08% No change 3,740 $336K
Invesco Ltd. 0.00% Add +9.6% 3,734 $335K
OneDigital Investment Advisors LLC 0.00% Add +14.7% 3,730 $335K
Onyx Bridge Wealth Group LLC 0.04% No change 3,729 $335K
WorthPointe, LLC 0.13% No change 3,722 $334K
Rockland Trust Co. 0.01% New 3,700 $332K
Laidlaw Wealth Management LLC 0.79% Add +10.8% 3,695 $332K
Silver Oak Securities, Incorporated 0.02% Reduce -1.4% 3,690 $331K
Novem Group 0.04% Reduce -5.1% 3,688 $331K
RFG Advisory, LLC 0.01% No change 3,683 $331K
L.M. Kohn & Company 0.39% Reduce -2.0% 3,660 $329K
Sentry LLC 0.08% No change 3,657 $328K
Dudley Capital Management, LLC 0.15% No change 3,647 $327K
Henrickson Nauta Wealth Advisors, Inc. 0.10% Reduce -17.6% 3,641 $327K
SP Asset Management LLC 0.03% No change 3,640 $327K
Advisor OS, LLC 0.03% Add +4.4% 3,565 $320K
Avior Wealth Management, LLC 0.01% New 3,540 $318K
Mainstream Capital Management LLC 0.21% Reduce -1.3% 3,538 $318K
Parkside Financial Bank & Trust 0.02% No change 3,535 $317K
Oarsman Capital, Inc. 0.04% No change 3,523 $316K
Bonfire Financial 0.24% Add +2.3% 3,545 $316K
Sovereign Financial Group, Inc. 0.06% No change 3,495 $314K
Capital Advisors Wealth Management, LLC 0.04% Reduce -4.5% 3,494 $314K
Stratos Wealth Advisors, LLC 0.01% Reduce -16.9% 3,457 $310K
Modus Advisors, LLC 0.08% No change 3,449 $310K
Plante Moran Financial Advisors, LLC 0.02% Add +117.9% 3,440 $309K
Hantz Financial Services, Inc. 0.00% Reduce -42.8% 3,421 $307K
CENTRAL TRUST Co 0.01% Reduce -14.9% 3,413 $306K
Objective Capital Management, LLC 0.32% No change 3,400 $305K
Ashton Thomas Private Wealth, LLC 0.01% Add +18.7% 3,394 $305K
RFP Financial Group LLC 0.12% New 3,494 $301K
Trek Financial, LLC 0.02% Reduce -21.3% 3,348 $301K
Gateway Wealth Partners, LLC 0.04% New 3,340 $300K
Klingenstein Fields & Co. LP 0.01% New 3,321 $298K
Lion Street Advisors, LLC 0.10% New 5,994 $298K
MJP Associates Inc. 0.04% No change 3,310 $297K
Avalon Trust Co 0.02% New 3,310 $297K
Mayfair Advisory Group, LLC 0.13% Add +1.2% 3,300 $296K
Thrive Wealth Management, LLC 0.04% No change 3,295 $296K
Opal Wealth Advisors, LLC 0.08% No change 3,285 $295K
Three Magnolias Financial Advisors, LLC 0.18% Add +8.1% 3,278 $294K
Acorn Financial Advisory Services Inc. 0.04% Reduce -49.2% 3,264 $293K
Avantax Planning Partners, Inc. 0.01% Reduce -0.3% 3,213 $288K
Laird Norton Wetherby Wealth Management, LLC 0.01% No change 3,210 $288K
Bogart Wealth, LLC 0.01% Add +7.3% 3,186 $286K
TrueWealth Advisors, LLC 0.08% No change 3,185 $286K
Flynn Zito Capital Management, LLC 0.11% No change 3,182 $286K
Nadler Financial Group, Inc. 0.03% No change 3,167 $284K
Advance Capital Management, Inc. 0.01% No change 3,164 $284K
North Star Investment Management Corp. 0.02% No change 3,152 $283K
Madison Wealth Partners, Inc 0.06% Reduce -7.2% 3,148 $283K
HHM Wealth Advisors, LLC 0.03% No change 3,144 $282K
Moloney Securities Asset Management, LLC 0.03% Reduce -16.2% 3,115 $280K
Blue Fin Capital, Inc. 0.04% No change 3,107 $279K
BostonPremier Wealth LLC 0.14% No change 3,106 $279K
United Asset Strategies, Inc. 0.02% Reduce -25.0% 3,088 $277K
Cypress Capital Group 0.03% No change 3,067 $275K
Portfolio Design Labs, LLC 0.05% No change 3,033 $272K
Ascent Group, LLC 0.01% No change 3,033 $272K
SlateStone Wealth, LLC 0.02% Reduce -45.6% 3,000 $269K
Centric Wealth Management 0.06% Reduce -24.3% 3,119 $268K
Miller Financial Services LLC 0.31% No change 2,980 $268K
Comerica Bank 0.00% Reduce -40.2% 2,972 $267K
New Wave Wealth Advisors LLC 0.10% No change 2,969 $267K
Meridian Financial Partners LLC 0.11% No change 2,737 $265K
Crestwood Advisors Group, LLC 0.00% No change 2,950 $265K
Capital Investment Advisors, LLC 0.00% Reduce -14.6% 2,928 $263K
First Heartland Consultants, Inc. 0.02% Add +1.4% 2,924 $262K
Horizon Wealth Management, LLC 0.04% No change 2,921 $262K
Keel Point, LLC 0.02% New 2,912 $261K
Fermata Advisors, LLC 0.07% No change 2,907 $261K
Osborne Partners Capital Management, LLC 0.01% No change 2,905 $261K
Elevatus Welath Management 0.08% No change 2,900 $260K
Glenmede Investment Management, LP 0.00% No change 2,900 $260K
SWP Financial LLC 0.13% No change 2,895 $260K
MWA Asset Management 0.14% Add +4.5% 2,877 $258K
Sound View Wealth Advisors Group, LLC 0.02% New 2,870 $258K
StoneX Group Inc. 0.01% New 2,835 $254K
Brave Asset Management Inc. 0.06% No change 2,824 $254K
Citizens Financial Group Inc. 0.00% New 2,797 $251K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.03% Add +15.3% 2,796 $251K
Huntington National Bank 0.00% Add +73.3% 2,777 $249K
Gilman Hill Asset Management, LLC 0.04% Reduce -33.6% 2,764 $248K
Canal Capital Management, LLC 0.04% Add +6.8% 2,730 $245K
Hengehold Capital Management LLC 0.02% No change 2,714 $244K
Belvedere Trading LLC 0.02% Add +87.7% 2,714 $244K
Paragon Financial Partners, Inc. 0.15% No change 2,710 $243K
KMG Fiduciary Partners, LLC 0.02% Reduce -8.5% 2,699 $242K
CWA Asset Management Group, LLC 0.01% No change 2,697 $242K
Strategic Advocates LLC 0.06% Reduce -2.2% 2,672 $240K
Tactive Advisors, LLC 0.07% No change 2,670 $240K
Summit Asset Management, LLC 0.04% Reduce -2.2% 2,665 $239K
Vestia Personal Wealth Advisors 0.13% No change 2,651 $238K
Gladstone Institutional Advisory LLC 0.01% Add +1.9% 2,650 $238K
Cooksen Wealth, LLC 0.18% No change 2,646 $238K
PUREfi Wealth, LLC 0.18% New 2,644 $237K
Purkiss Capital Advisors LLC 0.11% Reduce -10.7% 2,643 $237K
Cornerstone Advisory, LLC 0.02% No change 2,643 $237K
Oxinas Partners, LLC 0.13% Reduce -0.9% 2,630 $236K
TCFG Wealth Management, LLC 0.09% No change 2,621 $235K
Unique Wealth Strategies, LLC 0.09% Reduce -1.1% 2,620 $235K
Financial Insights, Inc. 0.08% No change 2,616 $235K
25 LLC 0.08% Add +0.1% 2,613 $235K
Boomfish Wealth Group, LLC 0.13% Add +0.2% 2,608 $234K
Kennicott Capital Management LLC 0.11% No change 2,601 $233K
NavPoint Financial, Inc. 0.12% No change 2,600 $233K
BNC Wealth Management, LLC 0.06% No change 2,600 $233K
Redwood Investment Management, LLC 0.03% No change 2,568 $231K
Gerber Kawasaki Wealth & Investment Management 0.01% New 2,570 $231K
Strive Asset Management, LLC 0.12% No change 2,565 $230K
Optimum Investment Advisors 0.09% No change 2,548 $229K
Seaview Investment Managers LLC 0.08% Reduce -15.2% 2,548 $229K
Forum Financial Management, LP 0.00% Reduce -29.2% 2,546 $229K
Amplius Wealth Advisors, LLC 0.02% No change 2,536 $228K
Federation des caisses Desjardins du Quebec 0.00% No change 2,515 $226K
Alexander Labrunerie & Co., Inc. 0.08% No change 2,510 $225K
Modera Wealth Management, LLC 0.00% Add +0.2% 2,508 $225K
Plan A Wealth LLC 0.11% No change 2,507 $225K
SOA Wealth Advisors, LLC. 0.04% Reduce -8.6% 2,506 $225K
Clarity Financial LLC 0.02% No change 2,502 $225K
apricus wealth, LLC 0.12% No change 2,500 $224K
McDonald Partners LLC 0.07% Reduce -50.0% 2,500 $224K
Perennial Investment Advisors, LLC 0.02% No change 2,497 $224K
W.G. Shaheen & Associates DBA Whitney & Co 0.02% No change 2,495 $224K
Legacy Wealth Managment, LLC 0.10% Add +17.0% 2,490 $224K
Performance Wealth Partners, LLC 0.01% No change 2,472 $222K
Kelleher Financial Advisors 0.06% Reduce -68.6% 2,467 $221K
Washington Growth Strategies LLC 0.16% No change 2,457 $221K
Hartmann Taylor Wealth Management, LLC 0.16% No change 2,455 $220K
Bank of America Corp. 0.00% Add +2.1% 2,437 $219K
Forefront Wealth Partners, LLC 0.05% New 2,425 $218K
RMR Wealth Builders 0.02% No change 2,400 $215K
Heritage Investors Management Corp. 0.01% No change 2,400 $215K
Ironwood Financial, llc 0.04% New 2,394 $215K
Manchester Financial Inc. 0.04% New 2,391 $215K
Christensen, King & Associates Investment Services, Inc. 0.09% Reduce -6.0% 2,367 $212K
NovaPoint Capital, LLC 0.05% New 2,360 $212K
Genesee Capital Advisors, LLC 0.09% Reduce -28.7% 2,355 $211K
Freedom Day Solutions, LLC 0.06% New 2,350 $211K
Whittier Trust Co. 0.00% No change 2,184 $210K
Crumly & Associates Inc. 0.05% New 2,331 $209K
Highline Wealth Partners LLC 0.06% Reduce -8.3% 2,329 $209K
Alterna Wealth Management, Inc. 0.17% New 2,321 $208K
Samalin Investment Counsel, LLC 0.07% Reduce -31.0% 2,320 $208K
Williams Financial, LLC 0.21% New 2,307 $207K
Tealwood Asset Management Inc. 0.08% New 2,303 $207K
Johnson & White Wealth Management, LLC 0.09% New 2,296 $206K
Old National Bancorp 0.00% New 2,287 $205K
Lazari Capital Management, Inc. 0.07% New 2,275 $204K
MML Investors Services, LLC 0.00% New 2,270 $204K
Atlas Brown,Inc. 0.06% New 2,250 $202K
Market Street Wealth Management Advisors LLC 0.03% New 2,250 $202K
United Capital Management of KS, Inc. 0.03% New 2,250 $202K
Wells Fargo & Company 0.00% Reduce -0.9% 2,246 $202K
Peregrine Asset Advisers, Inc. 0.06% New 2,233 $200K
Richardson Capital Management LLC 0.09% No change 2,184 $196K
UMB Bank, n.a. 0.00% No change 2,145 $193K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -2.4% 2,104 $189K
Glass Jacobson Investment Advisors llc 0.07% Reduce -19.2% 2,097 $188K
Fairscale Capital, LLC 0.12% No change 2,003 $180K
Pandora Wealth, Inc. 0.11% No change 2,000 $180K
Tidemark, LLC 0.05% No change 1,896 $170K
LFA - Lugano Financial Advisors SA 0.09% No change 1,835 $165K
Colonial Trust Advisors 0.01% Add +2.8% 1,810 $162K
Salem Investment Counselors Inc. 0.00% No change 1,773 $159K
Pathway Financial Advisers, LLC 0.04% New 1,589 $143K
Vident Advisory, LLC 0.00% New 1,500 $135K
Boreal Capital Management LLC 0.13% Reduce -61.5% 1,493 $134K
Nova Wealth Management, Inc. 0.09% No change 1,450 $130K
Valley National Advisers Inc. 0.02% No change 1,456 $130K
Smallwood Wealth Investment Management, LLC 0.07% No change 1,430 $128K
Jackson, Grant Investment Advisers, Inc. 0.04% No change 1,387 $125K
McIlrath & Eck, LLC 0.01% Add +8.3% 1,352 $121K
Quent Capital, LLC 0.01% New 1,331 $119K
Edmond DE Rothschild Holding S.A. 0.00% No change 1,300 $117K
POM Investment Strategies, LLC 0.06% No change 1,239 $111K
KERR FINANCIAL PLANNING Corp 0.15% — 1,490 $110K
JDM Financial Group LLC 0.04% No change 1,183 $106K
Investment Research & Advisory Group, Inc. 0.04% Add +500.9% 1,274 $106K
Golden State Wealth Management, LLC 0.01% No change 1,180 $106K
Tompkins Financial Corp. 0.01% No change 1,141 $102K
Harbour Investments, Inc. 0.00% Add +200.6% 1,067 $96K
MTM Investment Management, LLC 0.03% No change 1,049 $94K
Dunhill Financial, LLC 0.03% No change 1,006 $90K
Atwood & Palmer Inc. 0.01% No change 986 $89K
Ascentis Wealth Management, LLC 0.02% No change 985 $88K
Manchester Capital Management LLC 0.01% No change 980 $88K
Creekmur Asset Management LLC 0.01% Reduce -17.0% 978 $88K
Brown Brothers Harriman & Co. 0.00% No change 971 $87K
AdvisorNet Financial, Inc 0.00% No change 950 $85K
Bfsg, LLC 0.01% No change 910 $82K
EverSource Wealth Advisors, LLC 0.00% Reduce -11.9% 890 $80K
VSM Wealth Advisory, LLC 0.02% Add +501.2% 1,966 $77K
Crowley Wealth Management, Inc. 0.06% No change 840 $75K
St Germain D J Co. Inc. 0.00% No change 833 $75K
Rockefeller Capital Management L.P. 0.00% New 796 $71K
Essential Partners LLC 0.02% No change 750 $67K
Roble, Belko & Company, Inc 0.01% Add +0.4% 738 $66K
Wolff Wiese Magana LLC 0.04% No change 723 $65K
Cornerstone Planning Group LLC 0.01% Reduce -11.4% 778 $65K
Abich Financial Wealth Management LLC 0.02% — 722 $65K
Redwood Park Advisors LLC 0.05% No change 710 $64K
JPMorgan Chase & Co. 0.00% Add +2.8% 704 $63K
Trust Co 0.01% No change 689 $62K
Glen Eagle Advisors, LLC 0.01% No change 677 $61K
Bokf, NA 0.00% No change 675 $61K
Avion Wealth 0.01% Add +379.4% 676 $60K
Creative Financial Designs Inc. 0.00% No change 662 $59K
Harbor Investment Advisory, LLC 0.00% Add +3.5% 648 $58K
Bear Mountain Capital, Inc. 0.02% Add +21.1% 637 $56K
Atlantic Union Bankshares Corp 0.00% Add +20.2% 596 $54K
Hurley Capital, LLC 0.03% No change 517 $46K
Ulland Investment Advisors, LLC 0.03% No change 500 $45K
Pension & Wealth Management Advisors, Inc. 0.01% No change 500 $45K
JNBA Financial Advisors 0.00% Reduce -77.8% 500 $45K
DHJJ Financial Advisors, Ltd. 0.01% No change 491 $44K
Delta Asset Management LLC 0.00% Add +26.3% 480 $43K
Pacific Center for Financial Services 0.01% Add +13.1% 475 $43K
Toth Financial Advisory Corp. 0.00% No change 440 $39K
Westfuller Advisors, LLC 0.02% New 427 $38K
Dixon Mitchell Investment Counsel Inc. 0.00% No change 425 $38K
Bartlett & Co. Wealth Management LLC 0.00% No change 415 $37K
SWAN Capital LLC 0.01% No change 411 $37K
Holos Integrated Wealth LLC 0.02% No change 400 $37K
Addison Advisors LLC 0.01% No change 400 $36K
Financial Perspectives, Inc 0.01% No change 385 $35K
Hollencrest Capital Management 0.00% Reduce -63.4% 375 $34K
Strengthening Families & Communities, LLC 0.01% New 372 $33K
GPS Wealth Strategies Group, LLC 0.00% No change 360 $32K
JFS Wealth Advisors, LLC 0.00% No change 359 $32K
Global Wealth Strategies & Associates 0.01% No change 358 $32K
High Note Wealth, LLC 0.01% No change 327 $29K
Boyd Watterson Asset Management LLC 0.01% No change 326 $29K
Root Financial Partners, LLC 0.00% New 320 $29K
Oakworth Capital, Inc. 0.00% No change 300 $27K
Financially Speaking Inc 0.02% No change 275 $25K
Brown, Lisle/Cummings, Inc. 0.01% No change 270 $24K
Activest Wealth Management 0.00% No change 270 $24K
Tradewinds Capital Management, LLC 0.01% No change 269 $24K
LRI Investments, LLC 0.00% New 267 $24K
Kilter Group LLC 0.01% No change 251 $23K
Hoey Investments, Inc. 0.00% No change 250 $22K
Financial Life Planners 0.01% New 244 $22K
Signature Resources Capital Management, LLC 0.01% No change 236 $21K
Carolina Wealth Advisors, LLC 0.01% No change 235 $21K
Evermay Wealth Management LLC 0.00% No change 230 $21K
MassMutual Private Wealth & Trust, FSB 0.00% Reduce -30.6% 227 $20K
PFS Partners, LLC 0.01% No change 210 $19K
GHP Investment Advisors, Inc. 0.00% No change 210 $19K
Strategic Investment Solutions, Inc. 0.01% No change 209 $19K
Davidson Capital Management Inc. 0.00% Reduce -12.6% 208 $19K
Westside Investment Management, Inc. 0.00% No change 205 $18K
Arlington Trust Co LLC 0.00% No change 200 $18K
National Bank of Canada 0.00% No change 200 $18K
Quest 10 Wealth Builders, Inc. 0.02% New 198 $18K
Ameritas Investment Partners, Inc. 0.00% No change 190 $17K
Capital Analysts, LLC 0.00% No change 192 $17K
Assetmark, Inc. 0.00% Add +127.2% 184 $17K
CoreCap Advisors, LLC 0.00% New 169 $15K
Atlantic Edge Private Wealth Management, LLC 0.00% No change 160 $14K
Versant Capital Management, Inc 0.00% No change 151 $14K
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% No change 149 $13K
Premier Financial Group 0.00% No change 149 $13K
Kozak & Associates, Inc. 0.00% No change 182 $13K
Bellevue Asset Management, LLC 0.01% No change 145 $13K
Financial Gravity Asset Management, Inc. 0.00% — 140 $13K
American National Bank & Trust 0.00% No change 140 $13K
Comprehensive Financial Planning, Inc. 0.01% No change 129 $12K
Tortoise Investment Management, LLC 0.00% No change 123 $11K
Abound Wealth Management 0.00% New 122 $11K
Medallion Wealth Advisors, LLC 0.00% Reduce -25.3% 118 $11K
Kathleen S. Wright Associates Inc. 0.00% No change 110 $10K
ORG Partners LLC 0.00% Reduce -61.4% 110 $10K
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 107 $10K
Mma Asset Management LLC 0.00% New 106 $10K
Quaker Wealth Management, LLC 0.00% No change 104 $9K
N.E.W. Advisory Services LLC 0.00% Reduce -98.0% 104 $9K
WFA Asset Management Corp 0.01% No change 182 $9K
Graney & King, LLC 0.01% No change 100 $9K
Game Plan Financial Advisors, LLC 0.00% Add +66.7% 100 $9K
Caldwell Sutter Capital, Inc. 0.00% No change 100 $9K
Barrett & Company, Inc. 0.00% No change 100 $9K
Missouri Trust & Investment Co 0.00% No change 100 $9K
Concord Wealth Partners 0.00% No change 100 $9K
Colonial Trust Co / SC 0.00% Add +900.0% 100 $9K
City Holding Co. 0.00% No change 100 $9K
Armstrong Advisory Group, Inc. 0.00% No change 100 $9K
Fifth Third Bancorp 0.00% New 100 $9K
Guerra Advisors Inc 0.00% New 99 $9K
CVA Family Office, LLC 0.00% No change 92 $8K
Caitlin John, LLC 0.01% New 87 $8K
Cheviot Value Management, LLC 0.00% No change 83 $7K
Cape Investment Advisory, Inc. 0.01% Reduce -11.8% 75 $7K
IMG Wealth Management, Inc. 0.00% New 75 $7K
Pittenger & Anderson Inc. 0.00% No change 65 $6K
Darwin Wealth Management, LLC 0.00% New 65 $6K
Gen-Wealth Partners Inc 0.00% Add +20.0% 60 $5K
Thompson Investment Management, Inc. 0.00% No change 60 $5K
St. Johns Investment Management Company, LLC 0.00% New 54 $5K
FSA Wealth Management LLC 0.00% No change 56 $5K
Clayton Financial Group LLC 0.00% New 50 $4K
Front Row Advisors LLC 0.00% No change 50 $4K
DiNuzzo Private Wealth, Inc. 0.00% No change 50 $4K
Financial Consulate, Inc. 0.00% New 40 $4K
Friedenthal Financial 0.00% No change 33 $3K
S&T Bank 0.00% No change 30 $3K
Creative Capital Management Investments LLC 0.00% New 28 $3K
Hager Investment Management Services, LLC 0.00% No change 27 $2K
Princeton Global Asset Management LLC 0.00% New 25 $2K
Coastline Trust Co 0.00% No change 22 $2K
Prestige Wealth Management Group LLC 0.00% No change 20 $2K
Smartleaf Asset Management LLC 0.00% No change 16 $1K
Tower Research Capital LLC (TRC) 0.00% New 13 $1K
CX Institutional 0.00% New 14 $1K
Chilton Capital Management LLC 0.00% New 11 $988
Wealth Preservation Advisors, LLC 0.00% New 11 $987
Kentucky Trust Co 0.00% No change 11 $987
Ritter Daniher Financial Advisory LLC / DE 0.00% New 10 $898
Albion Financial Group 0.00% No change 10 $898
Nemes Rush Group LLC 0.00% No change 2 $180
JPL Wealth Management, LLC 0.00% New 2 $180
Arcadia Investment Advisors LLC 0.00% No change 1 $90
Cloud Capital Management, LLC 0.00% New 2 $0

"% of holder's portfolio" is GBTC's weight in each manager's 13F, not the share of Grayscale Bitcoin Trust ETF the manager owns.