Grayscale Bitcoin Trust ETFGBTCETF

13F holders, Q4 2025 (December 31)
739holders −47
42new positions
118sold out
3famous investors
$68.47avg. 13F price*

At the end of Q4 2025, 739 institutions reported holding Grayscale Bitcoin Trust ETF (GBTC) in their 13F filings, down 47 from Q3 2025. 42 opened new positions and 118 sold out. The largest holders were Horizon Kinetics Asset Management LLC ($964.8M), LPL Financial LLC ($66.8M) and HighTower Advisors, LLC ($42.4M). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors'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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions42$24.4M
Exits118$83.6M

All 13F filers, Q3 2025 → Q4 2025: 1,601,112 shares bought and 3,133,256 shares sold, net −1,532,144 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 739 holders

Horizon Kinetics Asset Management LLC 13.05% Reduce -0.5% 14,113,593 $964.8M
LPL Financial LLC 0.02% Reduce -4.2% 977,214 $66.8M
HighTower Advisors, LLC 0.05% Reduce -1.0% 620,363 $42.4M
Greenwich Wealth Management LLC 1.80% Reduce -0.3% 635,001 $40.3M
Susquehanna International Group, LLP 0.05% Add +234.2% 521,072 $35.6M
Msrh, LLC 32.21% — 422,078 $28.9M
Mad River Investors 11.23% Reduce -0.1% 360,454 $24.6M
Wealthfront Advisers LLC 0.05% Reduce -5.0% 354,702 $24.2M
EagleClaw Capital Managment, LLC 3.29% Reduce -0.5% 332,841 $22.8M
Moors & Cabot, Inc. 0.92% Reduce -0.1% 315,519 $21.6M
Multicoin Capital Management, LLC 18.06% Reduce -77.1% 302,251 $20.7M
Kingswood Wealth Advisors, LLC 0.94% Reduce -0.4% 283,835 $19.4M
One Charles Private Wealth Services, LLC 4.92% Reduce -3.7% 278,603 $19.0M
Beaumont Financial Advisors, LLC 1.22% Reduce -1.1% 271,467 $18.6M
Cambridge Investment Research Advisors, Inc. 0.05% Reduce -3.2% 259,925 $17.8M
Focus Partners Wealth 0.02% Add +10.5% 221,130 $16.9M
Cresset Asset Management, LLC 0.07% Reduce -6.1% 243,904 $16.7M
DRW Securities, LLC 1.21% Add +1210.6% 232,691 $15.9M
Old Mission Capital LLC 0.59% Reduce -27.2% 221,544 $15.1M
Commonwealth Equity Services, LLC 0.02% Reduce -9.2% 207,463 $14.2M
Lido Advisors, LLC 0.06% Add +9.7% 159,295 $13.9M
Wealth Enhancement Advisory Services, LLC 0.02% Reduce -3.0% 184,647 $13.3M
Cetera Investment Advisers 0.01% Add +250.6% 184,976 $12.6M
Mariner, LLC 0.01% Add +1.2% 173,207 $11.8M
RBF Capital, LLC 0.47% No change 150,000 $10.3M
Atlas Wealth Partners, LLC 10.72% Reduce -2.5% 142,712 $9.8M
Creative Planning 0.01% Add +0.6% 135,990 $9.3M
Sloy Dahl & Holst, LLC 1.10% Reduce -0.2% 134,430 $9.2M
Fiduciary Alliance LLC 0.60% Add +3.3% 134,253 $9.2M
Foundations Investment Advisors, LLC 0.11% Reduce -1.9% 127,107 $8.7M
Lakewood Capital Management, LP 0.59% No change 123,500 $8.4M
SLT Holdings LLC 5.61% Add +0.1% 122,775 $8.4M
Renaissance Technologies 0.01% Add +273.0% 120,100 $8.2M
Pasadena Private Wealth, LLC 1.12% Reduce -1.7% 119,266 $8.2M
Sequoia Financial Advisors, LLC 0.05% Reduce -1.0% 118,945 $8.1M
Ieq Capital, LLC 0.02% Add +3.5% 117,106 $8.0M
Fielder Capital Group LLC 1.64% Reduce -6.4% 112,760 $7.7M
Once Capital Management, LLC 1.86% No change 107,700 $7.4M
Blair William & Co. 0.02% Reduce -0.2% 107,329 $7.3M
Birch Hill Investment Advisors LLC 0.29% No change 102,850 $7.0M
Citrine Capital LLC 3.23% Reduce -1.4% 101,811 $7.0M
ICONIQ Capital, LLC 0.10% No change 101,575 $6.9M
Kestra Advisory Services, LLC 0.03% Reduce -0.7% 100,737 $6.9M
Millennium Management 0.01% No change 100,000 $6.8M
Red Door Wealth Management, LLC 0.68% Reduce -1.7% 95,690 $6.5M
Morgan Stanley 0.00% Add +129.9% 93,441 $6.4M
Larson Financial Group LLC 0.21% Reduce -7.4% 92,156 $6.3M
Claro Advisors Inc. 0.84% Reduce -0.3% 90,190 $6.2M
Raymond James Financial Inc. 0.00% Reduce -6.3% 87,523 $6.0M
Traphagen Investment Advisors LLC 0.48% Reduce -3.5% 85,252 $5.8M
Citadel Advisors 0.00% New 83,822 $5.7M
Osaic Holdings, Inc. 0.01% Add +7.8% 82,156 $5.6M
Van Hulzen Asset Management, LLC 0.39% Reduce -0.8% 77,934 $5.3M
Advisory Services Network, LLC 0.07% Add +3.7% 76,407 $5.2M
Intellectus Partners, LLC 1.01% Reduce -0.4% 76,266 $5.2M
SCS Capital Management LLC 0.06% No change 75,957 $5.2M
Haven Private, LLC 2.20% Reduce -0.1% 73,437 $5.0M
Mercer Global Advisors Inc. 0.01% Add +49.3% 72,584 $5.0M
Farther Finance Advisors, LLC 0.05% Add +1.7% 72,070 $4.9M
Variant Private Wealth, LLC 5.09% Reduce -26.5% 71,666 $4.9M
Envestnet Asset Management Inc. 0.00% Reduce -27.4% 69,568 $4.8M
WESCAP Management Group, Inc. 0.96% Reduce -4.6% 69,176 $4.7M
Guild Investment Management, Inc. 3.41% Add +0.6% 67,325 $4.6M
Palumbo Wealth Management LLC 1.13% New 67,259 $4.6M
Ascension Capital Advisors, Inc. 1.55% Reduce -3.7% 65,907 $4.5M
Global Retirement Partners, LLC 0.08% Add +1.7% 64,428 $4.4M
Moneco Advisors, LLC 0.35% Reduce -7.4% 64,271 $4.4M
NorthCoast Asset Management LLC 0.10% Add +178.0% 64,222 $4.4M
Seldon Capital LP 1.52% Reduce -2.9% 64,207 $4.4M
Cerity Partners LLC 0.01% Add +21.1% 62,791 $4.3M
NewEdge Wealth, LLC 0.05% Add +0.5% 60,855 $4.2M
Blue Square Asset Management, LLC 1.83% Reduce -24.9% 60,217 $4.1M
Pekin Hardy Strauss, Inc. 0.37% Add +13.3% 58,419 $4.0M
Keystone Financial Group 0.29% Add +0.1% 56,312 $3.8M
Legacy Wealth Asset Management, LLC 0.95% Reduce -11.8% 56,309 $3.8M
Smithfield Trust Co 0.17% No change 56,195 $3.8M
Virtu Financial LLC 0.15% Add +141.6% 55,584 $3.8M
Bleakley Financial Group, LLC 0.07% Add +0.1% 55,363 $3.8M
Kestra Private Wealth Services, LLC 0.05% No change 55,008 $3.8M
Independent Financial Group, LLC 0.08% Reduce -3.6% 53,929 $3.7M
NTV Asset Management LLC 0.38% Reduce 0.0% 52,485 $3.6M
Innovative Advisory Group, LLC 2.35% Reduce -1.7% 52,365 $3.6M
Brown Advisory Inc. 0.00% No change 51,616 $3.5M
Convergence Financial, LLC 0.51% No change 51,460 $3.5M
Verde Capital Management 0.75% Reduce -1.3% 51,322 $3.5M
Beck Capital Management, LLC 0.81% Reduce -4.2% 49,845 $3.4M
Corient Private Wealth LP 0.00% Add +2.2% 48,585 $3.3M
US Bancorp \de 0.00% Reduce -6.1% 47,613 $3.3M
Merit Financial Group, LLC 0.03% Reduce -14.8% 47,418 $3.2M
PNC Financial Services Group, Inc. 0.00% Reduce -5.8% 46,863 $3.2M
EFG International AG 0.06% — 45,050 $3.1M
Proficio Capital Partners LLC 0.21% Reduce -0.6% 44,162 $3.0M
Certior Financial Group, LLC 2.04% Reduce -0.1% 43,676 $3.0M
Fagan Associates, Inc. 0.39% Reduce -0.5% 43,053 $2.9M
HFG Wealth Management, LLC 1.62% Reduce -4.7% 43,020 $2.9M
NewEdge Advisors, LLC 0.01% Reduce -11.0% 42,652 $2.9M
Wealthspire Advisors, LLC 0.02% Reduce -0.7% 42,395 $2.9M
Brookstone Capital Management 0.03% Reduce -66.7% 40,506 $2.8M
Mgo One Seven LLC 0.05% Add +12.6% 39,296 $2.7M
Prosperity Financial Group, Inc. 0.96% Reduce -4.8% 39,055 $2.7M
Captrust Financial Advisors 0.01% Reduce -1.8% 38,536 $2.6M
Cyndeo Wealth Partners, LLC 0.14% Add +1.6% 37,739 $2.6M
Visionary Wealth Advisors 0.11% Reduce -4.2% 36,811 $2.5M
TigerOak Management, L.L.C. 0.76% Reduce -0.4% 36,432 $2.5M
United Capital Financial Advisors, LLC 0.01% Add +36.5% 35,561 $2.4M
Prosperity Wealth Management, Inc. 0.81% Add +36.0% 35,492 $2.4M
Sprott Inc. 0.09% Add +3.5% 35,438 $2.4M
Fiduciary Trust Co 0.03% Reduce -51.3% 35,115 $2.4M
Act Capital Management, LLC 1.90% — 34,400 $2.4M
Sowell Financial Services LLC 0.08% Reduce -2.4% 33,490 $2.3M
Private Advisor Group, LLC 0.01% Reduce -9.6% 33,298 $2.3M
Compass Ion Advisors, LLC 0.22% Reduce -2.2% 33,282 $2.3M
Interchange Capital Partners, LLC 0.42% Reduce -5.8% 33,182 $2.3M
B. Riley Wealth Advisors, Inc. 0.11% Add +1.8% 33,038 $2.3M
PYA Waltman Capital, LLC 0.61% Reduce -6.6% 33,010 $2.3M
Waverly Advisors, LLC 0.02% Reduce -2.8% 32,813 $2.2M
Pathstone Holdings, LLC 0.01% Reduce -15.4% 32,247 $2.2M
McKinley Carter Wealth Services, Inc. 0.12% No change 32,107 $2.2M
Curi Capital, LLC 0.04% Add +4.7% 31,133 $2.1M
McRae Capital Management Inc. 0.43% No change 30,940 $2.1M
Truist Financial Corp. 0.00% Add +7.2% 30,737 $2.1M
Lanark Financial, Inc. 0.16% Reduce -1.0% 30,595 $2.1M
Flow Traders U.S. LLC 0.07% New 30,363 $2.1M
WealthPlan Investment Management, LLC 0.13% Reduce -8.8% 29,311 $2.0M
Benson Wealth Management INC 2.23% — 29,272 $2.0M
Stifel Financial Corp. 0.00% No change 28,792 $2.0M
U.S. Capital Wealth Advisors, LLC 0.05% Add +21.0% 28,705 $2.0M
MAI Capital Management 0.01% Add +23.5% 28,026 $1.9M
Finer Wealth Management, Inc. 0.92% Reduce -2.7% 27,871 $1.9M
SJS Investment Consulting Inc. 0.24% Add +0.1% 27,578 $1.9M
Osbon Capital Management LLC 1.76% — 27,485 $1.9M
Diligent Investors, LLC 0.46% Reduce -1.9% 27,421 $1.9M
Cura Wealth Advisors, LLC 0.71% No change 27,390 $1.9M
CIBC Private Wealth Group LLC 0.00% Add +10.1% 27,281 $1.9M
Financial Engines Advisors L.L.C. 0.00% Reduce -13.8% 27,216 $1.9M
Canton Hathaway, LLC 0.36% No change 27,200 $1.9M
Illumine Investment Management, LLC 1.35% Reduce -0.1% 27,085 $1.9M
Steward Partners Investment Advisory, LLC 0.01% Reduce -2.7% 26,910 $1.8M
Carnegie Investment Counsel 0.03% Reduce -20.8% 25,058 $1.7M
Headinvest, LLC 0.34% New 25,000 $1.7M
Fortem Financial Group, LLC 0.45% No change 24,657 $1.7M
Tsfg, LLC 0.25% Reduce -0.1% 24,592 $1.7M
Sapient Capital LLC 0.02% Reduce 0.0% 24,487 $1.7M
Seal Cove Capital, LLC 1.56% — 24,516 $1.7M
Epiq Partners, LLC 0.79% Reduce -3.8% 24,100 $1.6M
Mainstay Capital Management LLC 0.13% No change 24,048 $1.6M
Integrated Wealth Concepts LLC 0.02% Reduce -35.9% 23,830 $1.6M
Abacus Planning Group, Inc. 0.22% No change 23,738 $1.6M
White Knight Strategic Wealth Advisors, LLC 1.18% Reduce -0.0% 23,579 $1.6M
Spire Wealth Management 0.05% Reduce -4.8% 23,280 $1.6M
Jane Street Group, LLC 0.00% Reduce -90.5% 23,141 $1.6M
Wedbush Securities Inc. 0.05% Add +21.6% 23,006 $1.6M
Quadcap Wealth Management, LLC 0.18% No change 22,963 $1.6M
Meridian Wealth Management, LLC 0.05% Add +1.8% 22,789 $1.6M
Nwam LLC 0.09% Reduce -0.3% 22,676 $1.6M
Choreo, LLC 0.02% Reduce -3.3% 22,564 $1.5M
Jaffetilchin Investment Partners, LLC 0.09% Reduce -1.3% 22,636 $1.5M
Beacon Pointe Advisors, LLC 0.01% Add +2.8% 22,546 $1.5M
Financial Management Professionals, Inc. 0.16% Reduce -0.6% 22,417 $1.5M
Aurora Private Wealth, Inc. 1.01% — 22,401 $1.5M
CRA Financial Services, LLC 0.20% Reduce -6.5% 22,305 $1.5M
TRUE Private Wealth Advisors 0.15% Reduce -0.2% 22,117 $1.5M
Integrated Advisors Network LLC 0.07% Reduce -25.4% 22,003 $1.5M
Alamea Verwaltungs GmbH 1.01% No change 22,446 $1.5M
Philadelphia Trust Co. 0.10% No change 21,620 $1.5M
Sanctuary Advisors, LLC 0.01% Reduce -11.7% 21,129 $1.4M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.03% Reduce -18.7% 21,076 $1.4M
Upper Left Wealth Management, LLC 0.87% Add +0.1% 20,957 $1.4M
Perigon Wealth Management, LLC 0.03% Add +1.4% 20,946 $1.4M
Pallas Capital Advisors LLC 0.05% No change 20,615 $1.4M
Joseph P. Lucia & Associates, LLC 0.51% Reduce -1.0% 20,526 $1.4M
Pinnacle Financial Partners, Inc. 0.01% — 20,180 $1.4M
SeaCrest Wealth Management, LLC 0.14% Reduce -6.1% 19,335 $1.4M
Evolution Wealth Advisors, LLC 0.14% New 19,881 $1.4M
Soltis Investment Advisors LLC 0.09% Reduce -4.5% 19,519 $1.3M
Ballast Financial Advisors LLC 1.35% — 19,161 $1.3M
Almanack Investment Partners, LLC. 0.22% No change 19,086 $1.3M
Moneta Group Investment Advisors LLC 0.01% Reduce -11.0% 19,070 $1.3M
Stansberry Asset Management, LLC 0.13% Reduce -2.6% 19,009 $1.3M
Pine Valley Investments Ltd Liability Co 0.06% Add +7.2% 18,967 $1.3M
OakTrust Wealth Advisors, LLC 1.18% — 18,627 $1.3M
Royal Bank of Canada 0.00% Reduce -72.3% 18,444 $1.3M
Integras Partners LLC 1.02% Add +0.3% 18,455 $1.3M
Blue Trust, Inc. 0.01% Add +9.3% 18,235 $1.2M
Angeles Wealth Management, LLC 0.07% Reduce -2.7% 18,148 $1.2M
SteelPeak Wealth, LLC 0.04% Add +35.4% 18,064 $1.2M
Matauro, LLC 0.18% Reduce -6.2% 17,797 $1.2M
Rwa Wealth Partners, LLC 0.01% Reduce -0.6% 17,318 $1.2M
Milestone Asset Management Group, LLC 0.67% Reduce -2.2% 17,294 $1.2M
HCR Wealth Advisors 0.12% Reduce -0.2% 17,279 $1.2M
Prospera Financial Services Inc 0.02% Reduce -1.5% 17,190 $1.2M
&partners 0.01% Add +41.3% 16,689 $1.1M
WCG Wealth Advisors LLC 0.03% New 16,529 $1.1M
VestGen Advisors, LLC 0.05% Add +11.0% 16,398 $1.1M
Ethos Financial Group, LLC 0.08% Reduce -69.3% 16,310 $1.1M
Cwm, LLC 0.00% Add +28.9% 16,199 $1.1M
Cary Street Partners Financial LLC 0.03% Add +2.1% 16,117 $1.1M
HUB Investment Partners, LLC 0.03% Reduce -0.9% 16,047 $1.1M
AE Wealth Management LLC 0.01% Reduce -3.8% 15,937 $1.1M
Formidable Asset Management, LLC 0.16% Reduce -6.2% 12,040 $1.1M
Exit Wealth Advisors, LLC. 0.63% Reduce -7.9% 15,706 $1.1M
Childress Capital Advisors, LLC 0.17% No change 15,614 $1.1M
Stratos Wealth Partners, LTD. 0.01% Reduce -25.1% 15,577 $1.1M
Gables Capital Management Inc. 0.45% Add +19.2% 15,495 $1.1M
Copia Wealth Management 0.75% Reduce -2.7% 15,292 $1.0M
NorthRock Partners, LLC 0.02% Add +0.7% 15,153 $1.0M
Regions Financial Corp. 0.01% Add +4.4% 15,049 $1.0M
Midwest Trust Co 0.01% No change 14,754 $1.0M
Curran Financial Partners, LLC 0.19% Reduce -4.4% 14,574 $996K
Quadrant Private Wealth Management, LLC 0.16% Add +5.1% 14,550 $995K
Pilgrim Partners Asia Pte Ltd 0.48% No change 14,500 $991K
Rothschild Investment LLC 0.05% No change 14,490 $991K
Wealthcare Advisory Partners LLC 0.02% Reduce -0.3% 14,369 $982K
Ameritas Advisory Services, LLC 0.04% Add +20.1% 14,340 $980K
Mills Wealth Advisors LLC 0.39% Reduce -0.2% 14,315 $979K
Integrity Alliance, Llc. 0.04% Add +175.7% 14,222 $972K
Aptus Capital Advisors, LLC 0.01% Add +0.6% 13,958 $954K
Bank of Montreal 0.00% Add +27.3% 13,939 $953K
SevenBridge Financial Group, LLC 0.15% No change 13,826 $944K
Geneos Wealth Management Inc. 0.02% Reduce -3.1% 13,727 $938K
Aries Wealth Management 0.21% Reduce -5.7% 13,720 $938K
Fortis Capital Management LLC 0.12% Add +19.8% 13,711 $937K
Malaga Cove Capital, LLC 0.32% No change 13,659 $934K
Citizens Financial Group Inc. 0.01% Add +384.3% 13,547 $926K
Cherrydale Wealth Management, LLC 0.28% No change 13,531 $925K
Hartmann Taylor Wealth Management, LLC 0.62% Add +448.1% 13,455 $920K
Chicago Partners Investment Group LLC 0.02% Add +4.9% 13,051 $911K
Maridea Wealth Management LLC 0.14% Reduce -37.6% 13,272 $907K
Deltec Asset Management LLC 0.15% No change 13,250 $906K
BlackRock, Inc. 0.00% No change 13,220 $904K
NavPoint Financial, Inc. 0.39% Add +407.7% 13,200 $902K
CreativeOne Wealth, LLC 0.02% Reduce -22.6% 12,998 $889K
National Philanthropic Trust 0.01% Add +4.0% 12,889 $881K
Prime Capital Investment Advisors, LLC 0.01% Reduce -23.4% 12,863 $879K
Wealth Alliance Advisory Group, LLC 0.15% No change 12,744 $871K
Transcend Capital Advisors, LLC 0.07% Add +15.3% 12,739 $871K
Embree Financial Group 0.11% Add +9.0% 12,687 $867K
Aspen Grove Capital, LLC 0.15% No change 12,655 $865K
Schneider Downs Wealth Management Advisors, LP 0.10% Add +11.1% 12,429 $850K
Western Wealth Management, LLC 0.04% Add +15.5% 12,320 $842K
Fund Advisors of America Inc 0.76% — 12,160 $831K
Berger Financial Group, Inc 0.05% Reduce -15.2% 11,925 $815K
Dakota Wealth Management 0.01% Reduce -0.1% 11,922 $815K
Independent Advisor Alliance 0.02% Reduce -15.9% 11,851 $810K
Edge Financial Advisors LLC 0.34% No change 11,820 $808K
Vista Finance, LLC 0.54% Reduce -9.2% 11,793 $806K
Plancorp, LLC 0.02% No change 11,726 $802K
Insigneo Advisory Services, LLC 0.06% Reduce -24.7% 11,633 $795K
Howland Capital Management LLC 0.03% No change 11,600 $793K
Pinnacle Associates Ltd. 0.01% Reduce -15.2% 11,461 $783K
Essex Financial Services, Inc. 0.04% No change 11,319 $774K
Modern Wealth Management, LLC 0.01% Reduce -15.3% 11,225 $767K
Smith, Moore & Co. 0.06% Add +23.9% 11,216 $767K
Diversified Management Inc. 0.18% — 11,193 $765K
Clearstead Advisors, LLC 0.01% No change 11,175 $764K
PFG Investments, LLC 0.04% Reduce -11.2% 11,171 $764K
Peapack Gladstone Financial Corp. 0.01% Reduce -4.3% 11,010 $753K
Axxcess Wealth Management, LLC 0.01% Add +39.8% 11,005 $752K
Smartleaf Asset Management LLC 0.03% Add +68087.5% 10,910 $749K
Earned Wealth Advisors, LLC 0.05% Reduce -0.7% 10,894 $745K
180 Wealth Advisors, LLC 0.08% Reduce -29.2% 10,879 $744K
Ritholtz Wealth Management 0.01% Add +0.3% 10,788 $737K
Iridian Asset Management LLC 0.27% No change 10,559 $722K
Coppell Advisory Solutions LLC 0.07% Reduce -11.3% 10,467 $718K
Sage Investment Advisers LLC 0.54% — 10,500 $718K
Optiver Holding B.V. 0.01% New 10,303 $704K
Spectrum Planning & Advisory Services Inc. 0.36% No change 10,289 $703K
Chevy Chase Trust Holdings, LLC 0.00% Reduce -0.0% 10,182 $696K
Keystone Global Partners, LLC 0.31% No change 10,147 $694K
M Holdings Securities, Inc. 0.05% New 10,131 $693K
Fiduciary Financial Group, LLC 0.10% Reduce -0.5% 10,123 $692K
Stephen J. Garry & Associates, LLC 0.55% No change 10,116 $692K
New Republic Capital, LLC 0.18% No change 10,040 $686K
Glaxis Capital Management, LLC 1.17% New 10,000 $684K
Oxbow Advisors, LLC 0.06% No change 10,000 $684K
Signaturefd, LLC 0.01% No change 9,922 $678K
Wilmington Savings Fund Society, FSB 0.02% No change 9,870 $675K
Traynor Capital Management, Inc. 0.04% Add +13.7% 9,817 $671K
Clearwater Capital Advisors, LLC 0.06% No change 9,773 $668K
Montz Harcus Wealth Management LLC 0.27% No change 9,741 $666K
Belpointe Asset Management LLC 0.02% Reduce -36.4% 9,737 $666K
Dynamic Advisor Solutions LLC 0.02% Reduce -0.4% 9,715 $664K
Westmount Partners, LLC 0.17% Add +21.3% 9,686 $662K
Global Assets Advisory, LLC 0.19% Add +12.3% 9,659 $660K
Secure Asset Management, LLC 0.10% Add +29.3% 9,590 $656K
United Advisor Group, LLC 0.08% No change 9,516 $651K
Insight Advisors, LLC/ PA 0.10% No change 9,418 $644K
EP Wealth Advisors, LLC 0.00% — 9,220 $630K
Arax Advisory Partners 0.02% Reduce -31.2% 9,154 $626K
Doliver Advisors, LP 0.16% Reduce -24.5% 9,143 $625K
Garde Capital, Inc. 0.04% Add +53.9% 9,137 $625K
Centaurus Financial, Inc. 0.03% Add +12.6% 9,125 $624K
Capstone Capital Management Ltd 0.58% — 8,907 $609K
Mission Wealth Management, LP 0.01% Reduce -0.4% 8,773 $600K
Richards, Merrill & Peterson, Inc. 0.23% Reduce -14.1% 8,698 $595K
Henrickson Nauta Wealth Advisors, Inc. 0.09% Add +124.9% 8,188 $591K
Westco Advisory Services Inc. 0.36% — 8,648 $591K
Thrivent Financial for Lutherans 0.00% Add +96.3% 8,596 $589K
MADDEN SECURITIES Corp 0.18% No change 8,585 $587K
Horrell Capital Management, Inc. 0.26% Reduce -0.1% 8,567 $586K
AssuredPartners Investment Advisors, LLC 0.09% No change 8,560 $585K
Quantinno Capital Management LP 0.00% Add +3.6% 8,551 $585K
Kathmere Capital Management, LLC 0.04% Add +0.1% 8,539 $584K
Kovack Advisors, Inc. 0.03% New 8,521 $582K
Silicon Valley Capital Partners 0.05% No change 8,500 $581K
FWG Holdings, LLC 0.22% Reduce -36.1% 8,775 $574K
Fort Point Capital Partners LLC 0.07% Add +39.9% 7,675 $570K
Galaxy Group Investments LLC 0.08% No change 8,335 $570K
Rathbones Group PLC 0.00% No change 8,330 $569K
Kingsview Wealth Management, LLC 0.01% Add +3.3% 8,307 $568K
Magnolia Capital Advisors LLC 0.12% No change 8,284 $566K
Taylor & Morgan Wealth Management, LLC 0.32% New 8,274 $566K
Orion Porfolio Solutions, LLC 0.00% Add +1.3% 8,270 $565K
Summit Financial, LLC 0.01% Reduce -26.8% 8,233 $563K
Catalina Capital Group, LLC 0.34% Reduce -3.2% 8,225 $562K
Evergreen Capital Management LLC 0.01% No change 8,225 $562K
Bedell Frazier Investment Counselling, LLC 0.11% Reduce -2.8% 8,142 $557K
Badgley Phelps Wealth Managers, LLC 0.01% New 8,080 $552K
Equitable Holdings, Inc. 0.00% Reduce -8.4% 8,020 $548K
Nvwm, LLC 0.12% Reduce -37.7% 8,009 $547K
Ascentis Independent Advisors 0.09% Reduce -11.3% 7,990 $546K
Avior Wealth Management, LLC 0.02% Add +124.4% 7,945 $543K
Cypress Wealth Services, LLC 0.07% No change 7,912 $541K
World Investment Advisors 0.01% Add +69.4% 7,893 $540K
Valeo Financial Advisors, LLC 0.01% Reduce -10.0% 7,876 $538K
Empower Advisory Group, LLC 0.00% Reduce -48.0% 7,876 $538K
Beaird Harris Wealth Management, LLC 0.04% No change 7,861 $537K
Strategic Wealth Partners, Ltd. 0.04% Reduce -11.3% 7,834 $536K
Savant Capital, LLC 0.00% Add +1.4% 7,809 $534K
Leavell Investment Management, Inc. 0.02% Reduce -57.3% 7,800 $533K
Cannell & Spears LLC 0.01% Add +18.3% 7,765 $531K
Csenge Advisory Group 0.02% Add +1.9% 7,710 $527K
Williams Jones Wealth Management, LLC. 0.01% No change 7,705 $527K
IFP Advisors, Inc 0.01% Add +59.5% 7,677 $525K
MRP Capital Investments, LLC 0.44% No change 7,655 $523K
Revolve Wealth Partners, LLC 0.06% No change 7,642 $522K
J.W. Cole Advisors, Inc. 0.01% Add +0.8% 10,283 $521K
Montag A & Associates Inc. 0.02% Reduce -43.9% 7,565 $517K
Verdence Capital Advisors LLC 0.03% Reduce -2.4% 7,524 $514K
BCS Wealth Management 0.05% Add +100.0% 7,514 $514K
Midwest Financial Partners Investments, Inc. 0.28% — 7,462 $510K
AlphaCore Capital LLC 0.01% Add +30.2% 7,442 $509K
Scotia Capital Inc. 0.00% Reduce -51.1% 7,346 $502K
Mutual Advisors, LLC 0.01% Add +1.4% 7,305 $499K
HB Wealth Management, LLC 0.00% Add +8.9% 7,195 $492K
Quent Capital, LLC 0.04% Add +437.3% 7,151 $489K
Verity Asset Management, Inc. 0.21% Add +3.8% 7,082 $484K
Pettinga Financial Advisors LLC 0.09% No change 7,079 $484K
Concurrent Investment Advisors, LLC 0.01% Reduce -3.0% 7,065 $483K
Ancora Advisors LLC 0.01% Reduce -16.8% 7,051 $482K
Leo Wealth, LLC 0.03% Add +27.9% 7,032 $481K
International Private Wealth Advisors LLC 0.30% No change 6,950 $475K
RVW Wealth, LLC 0.04% Reduce -2.6% 6,872 $470K
HBK Sorce Advisory LLC 0.01% Reduce -23.1% 8,584 $469K
NCM Capital Management, LLC 0.17% Reduce -1.4% 6,823 $466K
Johnson Investment Counsel Inc. 0.00% Reduce -66.1% 6,823 $466K
Capital Investment Advisory Services, LLC 0.03% Add +14.7% 6,731 $460K
HRC Wealth Management, LLC 0.22% No change 6,724 $460K
Foundation Wealth Management, LLC 0.31% No change 6,647 $454K
Composition Wealth, LLC 0.01% Reduce -28.7% 6,642 $454K
Park Avenue Securities LLC 0.00% Add +4.0% 6,582 $450K
Channel Wealth LLC 0.11% Reduce -30.1% 6,548 $448K
Parallel Advisors, LLC 0.01% Add +3.4% 6,531 $446K
Hobbs Group Advisors, LLC 0.13% Reduce -32.0% 6,531 $446K
Wilmar Advisors LLC 0.35% New 6,500 $444K
Rockefeller Capital Management L.P. 0.00% Add +715.1% 6,488 $444K
Stephenson & Company, Inc. 0.24% No change 6,400 $438K
Bulltick Wealth Management, LLC 0.09% Reduce -9.5% 6,399 $437K
Northbridge Financial Group, LLC 0.20% — 6,387 $437K
Riverview Capital Advisers, LLC 0.13% No change 6,373 $436K
Schonfeld Strategic Advisors LLC 0.00% Reduce -15.3% 6,348 $434K
Koshinski Asset Management, Inc. 0.03% Add +1.9% 6,345 $434K
Sharper & Granite LLC 0.15% New 6,330 $433K
Heritage Family Offices, LLP 0.20% No change 6,325 $432K
Evolve Private Wealth, LLC 0.03% — 6,266 $428K
Evercore Wealth Management, LLC 0.01% No change 6,250 $427K
Northern Lights Advisors, Inc. 0.29% — 6,240 $427K
Leigh Baldwin & Co., LLC 0.28% Reduce -30.8% 6,239 $426K
Strategies Wealth Advisors, LLC 0.04% Add +3.6% 6,205 $424K
Bison Wealth, LLC 0.05% Add +1.5% 7,740 $423K
American Capital Advisory, LLC 0.18% Add +0.2% 6,170 $422K
Equita Financial Network, Inc. 0.13% No change 6,157 $421K
Mesirow Financial Investment Management, Inc. 0.01% Reduce -29.5% 6,146 $420K
Americana Partners, LLC 0.01% No change 6,124 $419K
Trevian Wealth Management LLC 0.20% No change 6,115 $418K
Greenline Wealth Management LLC 0.43% — 6,113 $418K
Woodley Farra Manion Portfolio Management Inc. 0.02% No change 6,073 $415K
Coastal Bridge Advisors, LLC 0.03% No change 6,055 $414K
Compagnie Lombard Odier SCmA 0.00% Reduce -33.1% 6,050 $414K
Granville Capital, Inc. 0.22% — 6,000 $410K
SouthState Bank Corp 0.02% Reduce -1.9% 5,945 $406K
McGuire Capital Advisors Inc. 0.26% — 5,891 $403K
Destiny Wealth Partners, LLC 0.05% Reduce -1.2% 5,856 $400K
Harvest Investment Services, LLC 0.08% Reduce -11.0% 5,845 $400K
Brookwood Investment Group LLC 0.05% Reduce -21.9% 5,749 $393K
Money Concepts Capital Corp. 0.02% Add +21.1% 5,735 $392K
HBW Advisory Services LLC 0.04% Reduce -7.1% 5,734 $392K
FMR LLC 0.00% Add +28.4% 5,699 $390K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.02% Reduce -5.6% 5,645 $386K
Cibc World Market Inc. 0.00% Reduce -10.9% 5,609 $383K
Narus Financial Partners, LLC 0.10% Reduce -3.5% 5,568 $381K
Roman Butler Fullerton & Co. 0.10% New 5,451 $380K
Lifeworks Advisors, LLC 0.05% Reduce -2.5% 5,554 $380K
Red Reef Advisors LLC 0.38% — 5,490 $375K
Great Valley Advisor Group, Inc. 0.01% Reduce -3.6% 5,457 $373K
Portfolio Strategies, Inc. 0.04% No change 5,454 $373K
Magnus Financial Group LLC 0.03% Add +0.6% 5,452 $373K
Carret Asset Management, LLC 0.04% No change 5,451 $373K
Sunbelt Securities, Inc. 0.02% No change 5,426 $371K
Triad Wealth Partners, LLC 0.03% New 5,376 $368K
Arkadios Wealth Advisors 0.01% Add +6.4% 5,361 $367K
International Assets Investment Management, LLC 0.02% Add +1.5% 5,300 $362K
Clear Creek Financial Management, LLC 0.03% Add +11.3% 5,258 $359K
Meixler Investment Management, Ltd. 0.22% Reduce -12.2% 5,249 $359K
Firestone Capital Management 0.08% Reduce -16.0% 5,234 $358K
StoneX Group Inc. 0.02% Add +84.6% 5,233 $358K
Safeguard Investment Advisory Group, LLC 0.09% Reduce -17.5% 5,190 $355K
NFSG Corp 0.06% Reduce -83.2% 5,182 $354K
Howe & Rusling Inc. 0.02% No change 5,176 $354K
Affinity Capital Advisors, LLC 0.05% Reduce -0.1% 5,125 $350K
Bluespring Wealth Management, LLC 0.03% No change 5,116 $350K
Tru Independence Asset Management 2, LLC 0.22% No change 5,050 $345K
Ausdal Financial Partners, Inc. 0.02% Reduce -3.8% 5,036 $344K
Graybill Wealth Management, LTD. 0.10% No change 5,000 $342K
ZEGA Investments, LLC 0.07% No change 5,000 $342K
TD Waterhouse Canada Inc. 0.00% Reduce -9.1% 4,962 $339K
Retirement Planning Co of New England, Inc. 0.13% Reduce -2.2% 5,120 $333K
Bessemer Group Inc. 0.00% No change 4,836 $331K
Argent Trust Co 0.01% No change 4,831 $330K
Private Advisory Group LLC 0.03% No change 4,813 $329K
Equitable Trust Co. 0.01% No change 4,809 $329K
Cornerstone Wealth Management, LLC 0.02% Add +6.0% 4,789 $327K
Snowden Capital Advisors LLC 0.01% Add +3.0% 4,785 $327K
Impact Partnership Wealth, LLC 0.04% Add +0.0% 4,756 $325K
Wealth Analytics Partners, LLC 0.13% — 4,710 $322K
Certuity, LLC 0.02% Add +18.3% 4,695 $321K
Invesco Ltd. 0.00% Add +25.4% 4,684 $320K
Sterling Investment Counsel, LLC 0.09% No change 4,665 $319K
Allworth Financial LP 0.00% Reduce -12.7% 4,636 $317K
Joel Isaacson & Co., LLC 0.01% No change 4,608 $315K
Mill Creek Capital Advisors, LLC 0.01% No change 4,588 $314K
Journey Advisory Group, LLC 0.03% Add +0.6% 4,575 $313K
COFG Advisors, LLC 0.08% — 4,555 $311K
Genesis Financial Group, LLC 0.18% — 4,550 $311K
Edge Wealth Management LLC 0.05% No change 4,538 $310K
Inspire Advisors, LLC 0.03% No change 4,520 $309K
Abound Financial, LLC 0.12% Reduce -15.1% 4,504 $308K
Sandbox Financial Partners, LLC 0.08% Reduce -23.9% 4,464 $305K
Blackhawk Capital Partners, LLC 0.11% No change 4,424 $302K
IPG Investment Advisors LLC 0.05% Reduce -25.1% 4,388 $300K
Walled Lake Planning & Wealth Management, LLC 0.09% Add +3.0% 4,337 $296K
Commerce Bank 0.00% Reduce -6.5% 4,311 $295K
Arlington Capital Management, Inc. 0.18% Reduce -6.4% 4,301 $294K
Schnieders Capital Management, Llc. 0.05% Add +4.9% 4,284 $293K
Brave Asset Management Inc. 0.07% Add +51.4% 4,274 $292K
Ransom Advisory, Ltd 0.11% New 4,250 $291K
Cornerstone Wealth Group, LLC 0.02% Add +6.3% 4,246 $290K
LMG Wealth Partners, LLC 0.05% Add +1.9% 4,243 $290K
Rossby Financial, LCC 0.09% No change 4,205 $287K
Cardiff Park Advisors, LLC 0.02% Reduce -27.6% 4,200 $287K
Jeppson Wealth Management, LLC 0.09% No change 4,060 $278K
DeDora Capital, Inc. 0.07% Reduce -3.5% 4,057 $277K
Icon Wealth Advisors, LLC 0.02% No change 4,046 $277K
Level Financial Advisors 0.07% No change 4,041 $276K
Investmark Advisory Group LLC 0.12% No change 4,038 $276K
Panoramic Investment Advisors, LLC 0.15% Add +0.1% 4,033 $276K
Ashton Thomas Private Wealth, LLC 0.01% Add +17.6% 3,992 $273K
Mountain Capital Investment Advisors Inc. 0.04% Reduce -0.4% 3,904 $273K
E&G Advisors, LLC 0.06% Add +0.2% 3,957 $271K
Silver Oak Securities, Incorporated 0.02% Add +6.0% 3,910 $268K
MA Private Wealth 0.04% No change 3,837 $262K
Zhang Financial LLC 0.01% No change 3,819 $261K
Old Mission Investment Co LLC 0.06% No change 3,817 $261K
SageView Advisory Group, LLC 0.01% No change 3,802 $260K
Sanders Morris Harris LLC 0.40% No change 3,785 $259K
Able Wealth Management LLC 0.08% No change 3,774 $258K
Trilogy Capital Inc. 0.01% No change 3,750 $256K
IAM Advisory, LLC 0.06% No change 3,740 $256K
Carrera Capital Advisors 0.04% New 3,735 $255K
Onyx Bridge Wealth Group LLC 0.03% No change 3,729 $255K
WorthPointe, LLC 0.07% No change 3,722 $254K
Two Sigma Securities, LLC 0.04% New 3,722 $254K
Correct Capital Wealth Management 0.05% Reduce -19.1% 3,721 $254K
Krilogy Financial LLC 0.01% New 3,722 $254K
Clear Harbor Asset Management, LLC 0.02% Reduce -3.0% 3,715 $254K
Elevatus Welath Management 0.07% Add +27.6% 3,700 $253K
Rockland Trust Co. 0.01% No change 3,700 $253K
Novem Group 0.03% No change 3,688 $252K
Bonfire Financial 0.19% Add +0.4% 3,558 $251K
Sentry LLC 0.07% No change 3,657 $250K
Dudley Capital Management, LLC 0.11% No change 3,647 $249K
SP Asset Management LLC 0.02% No change 3,640 $249K
North Star Investment Management Corp. 0.02% Add +14.0% 3,594 $246K
Triton Wealth Management, PLLC 0.09% Reduce -2.2% 4,180 $243K
Bogart Wealth, LLC 0.01% Add +11.6% 3,555 $243K
Mainstream Capital Management LLC 0.16% No change 3,538 $242K
OneDigital Investment Advisors LLC 0.00% Reduce -5.4% 3,527 $241K
Sound Income Strategies, LLC 0.01% Reduce -44.7% 3,231 $241K
CMG Global Holdings, LLC 0.11% No change 4,192 $240K
Oarsman Capital, Inc. 0.03% Reduce -0.6% 3,503 $239K
Sovereign Financial Group, Inc. 0.04% No change 3,495 $239K
RFP Financial Group LLC 0.11% No change 3,494 $239K
Hantz Financial Services, Inc. 0.00% Reduce -0.0% 3,420 $234K
Fell Capital Management 0.23% — 3,390 $232K
Mayfair Advisory Group, LLC 0.09% No change 3,300 $231K
Three Magnolias Financial Advisors, LLC 0.14% Add +2.6% 3,365 $230K
Procyon Advisors, LLC 0.01% New 3,358 $230K
RFG Advisory, LLC 0.00% Reduce -8.8% 3,357 $230K
Trek Financial, LLC 0.01% No change 3,348 $229K
Gateway Wealth Partners, LLC 0.03% No change 3,340 $228K
Klingenstein Fields & Co. LP 0.01% No change 3,321 $227K
Advisors Capital Management, LLC 0.00% New 3,315 $227K
Avalon Trust Co 0.01% No change 3,310 $226K
Thrive Wealth Management, LLC 0.03% No change 3,295 $225K
Opal Wealth Advisors, LLC 0.06% No change 3,285 $225K
Parkside Financial Bank & Trust 0.02% Reduce -7.4% 3,275 $224K
Acorn Financial Advisory Services Inc. 0.03% No change 3,264 $223K
Flagstar Securities, Inc. 0.07% Reduce -22.7% 3,254 $222K
Northwestern Mutual Wealth Management Co. 0.00% Add +53.7% 3,234 $221K
Avantax Planning Partners, Inc. 0.01% No change 3,213 $220K
Laird Norton Wetherby Trust Company, LLC 0.00% New 3,210 $219K
CENTRAL TRUST Co 0.00% Reduce -6.1% 3,204 $219K
Stratos Wealth Advisors, LLC 0.01% Reduce -7.7% 3,191 $218K
TrueWealth Advisors, LLC 0.06% No change 3,185 $218K
Flynn Zito Capital Management, LLC 0.08% No change 3,182 $218K
Nadler Financial Group, Inc. 0.02% No change 3,167 $216K
Advance Capital Management, Inc. 0.01% No change 3,164 $216K
Keel Point, LLC 0.01% Add +8.1% 3,149 $215K
Madison Wealth Partners, Inc 0.04% No change 3,148 $215K
HHM Wealth Advisors, LLC 0.03% No change 3,144 $215K
United Asset Strategies, Inc. 0.02% Add +1.6% 3,138 $215K
Modus Advisors, LLC 0.06% Reduce -9.2% 3,131 $214K
Compass Financial Group, Inc. (Ohio) 0.16% — 3,121 $213K
Blue Fin Capital, Inc. 0.03% No change 3,107 $212K
BostonPremier Wealth LLC 0.11% No change 3,106 $212K
Cypress Capital Group 0.02% No change 3,067 $210K
Advisor OS, LLC 0.02% Reduce -14.0% 3,065 $210K
PUREfi Wealth, LLC 0.16% Add +15.1% 3,044 $208K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.02% Add +8.9% 3,044 $208K
Portfolio Design Labs, LLC 0.03% No change 3,033 $207K
Ascent Group, LLC 0.01% No change 3,033 $207K
Capital Investment Advisors, LLC 0.00% Add +2.2% 2,992 $205K
Capital Advisors Wealth Management, LLC 0.03% Reduce -14.6% 2,983 $204K
Miller Financial Services LLC 0.24% No change 2,980 $204K
Comerica Bank 0.00% No change 2,972 $203K
Unify Financial Advisors 0.21% — 2,970 $203K
New Wave Wealth Advisors LLC 0.07% No change 2,969 $203K
Wiregrass Investment Management LLC 0.17% — 2,961 $202K
CLG LLC 0.05% Reduce -31.9% 2,959 $202K
Crestwood Advisors Group, LLC 0.00% No change 2,950 $202K
Barclays PLC 0.00% New 2,950 $202K
DV Trading LLC 0.02% — 2,847 $195K
Huntington National Bank 0.00% No change 2,777 $190K
Bank of America Corp. 0.00% Add +10.9% 2,703 $185K
Federation des caisses Desjardins du Quebec 0.00% Add +4.2% 2,620 $179K
Kelleher Financial Advisors 0.04% No change 2,467 $169K
SOA Wealth Advisors, LLC. 0.03% Reduce -4.3% 2,399 $164K
Whittier Trust Co. 0.00% No change 2,184 $158K
Wells Fargo & Company 0.00% No change 2,246 $154K
Brown, Lisle/Cummings, Inc. 0.04% Add +713.0% 2,195 $150K
Richardson Capital Management LLC 0.07% No change 2,184 $149K
Sankala Group LLC 0.12% — 2,914 $149K
Highline Wealth Partners LLC 0.04% Reduce -6.9% 2,168 $148K
UMB Bank, n.a. 0.00% No change 2,145 $147K
Glass Jacobson Investment Advisors llc 0.05% No change 2,097 $143K
Fairscale Capital, LLC 0.09% No change 2,003 $137K
Tidemark, LLC 0.04% No change 1,896 $130K
LFA - Lugano Financial Advisors SA 0.06% No change 1,835 $125K
Valley National Advisers Inc. 0.02% Add +25.2% 1,823 $124K
Colonial Trust Advisors 0.01% No change 1,810 $124K
Garner Asset Management Corp 0.05% New 1,805 $123K
Group One Trading LLC 0.00% New 1,648 $113K
Pandora Wealth, Inc. 0.07% Reduce -20.0% 1,600 $109K
Pinnacle Wealth Planning Services, Inc. 0.01% New 1,512 $103K
Vident Advisory, LLC 0.00% No change 1,500 $103K
Boreal Capital Management LLC 0.09% No change 1,493 $102K
Nova Wealth Management, Inc. 0.07% No change 1,450 $99K
Plante Moran Financial Advisors, LLC 0.01% Reduce -58.8% 1,418 $97K
Vision Retirement, LLC 0.03% — 1,417 $97K
KERR FINANCIAL PLANNING Corp 0.13% Add +26.9% 1,890 $96K
Jackson, Grant Investment Advisers, Inc. 0.03% No change 1,387 $95K
McIlrath & Eck, LLC 0.01% No change 1,352 $92K
JPMorgan Chase & Co. 0.00% Add +87.8% 1,322 $90K
Smallwood Wealth Investment Management, LLC 0.05% Reduce -8.9% 1,302 $89K
Edmond DE Rothschild Holding S.A. 0.00% No change 1,300 $89K
POM Investment Strategies, LLC 0.04% No change 1,239 $85K
JDM Financial Group LLC 0.03% No change 1,183 $81K
Investment Research & Advisory Group, Inc. 0.03% No change 1,274 $81K
Flagship Harbor Advisors, LLC 0.00% Reduce -78.4% 1,171 $80K
Tompkins Financial Corp. 0.01% No change 1,141 $78K
Strategic Advocates LLC 0.02% Reduce -58.3% 1,115 $77K
Safe Harbor Fiduciary, LLC 0.07% — 1,114 $76K
Harbour Investments, Inc. 0.00% No change 1,067 $73K
MTM Investment Management, LLC 0.02% No change 1,049 $72K
EverSource Wealth Advisors, LLC 0.00% Add +17.3% 1,044 $71K
Dunhill Financial, LLC 0.02% No change 1,006 $69K
Walsh & Associates, LLC 0.07% — 1,000 $68K
Atwood & Palmer Inc. 0.00% No change 986 $67K
Golden State Wealth Management, LLC 0.01% Reduce -16.9% 980 $67K
Brown Brothers Harriman & Co. 0.00% No change 971 $66K
AdvisorNet Financial, Inc 0.00% No change 950 $65K
Bfsg, LLC 0.01% No change 910 $62K
Intesa Sanpaolo S.p.A. 0.00% — 871 $60K
Key Capital Management, INC 0.06% — 870 $59K
Ascentis Wealth Management, LLC 0.01% Reduce -14.5% 842 $58K
St Germain D J Co. Inc. 0.00% No change 833 $57K
Legacy Wealth Managment, LLC 0.03% Reduce -66.7% 829 $57K
Cornerstone Planning Group LLC 0.01% No change 778 $54K
Wilkerson Advisory Group LLC 0.02% — 784 $54K
Trust Co 0.01% Add +12.6% 776 $53K
Quattro Advisors LLC 0.04% — 757 $52K
Essential Partners LLC 0.02% No change 750 $51K
Triumph Capital Management 0.01% New 737 $50K
Wolff Wiese Magana LLC 0.03% No change 723 $49K
Roble, Belko & Company, Inc 0.01% Reduce -3.8% 710 $49K
Harbor Investment Advisory, LLC 0.00% Add +10.0% 713 $49K
Redwood Park Advisors LLC 0.03% No change 710 $49K
Bear Mountain Capital, Inc. 0.02% Add +0.5% 640 $48K
Glen Eagle Advisors, LLC 0.01% No change 677 $46K
Bokf, NA 0.00% No change 675 $46K
Avion Wealth 0.01% No change 676 $46K
Creative Financial Designs Inc. 0.00% No change 662 $45K
RHL Group, LLC 0.03% — 624 $43K
Pacific Center for Financial Services 0.01% No change 475 $43K
Hurley Capital, LLC 0.02% No change 517 $35K
SWAN Capital LLC 0.01% Add +24.3% 511 $35K
Go Invest LLC 0.01% — 507 $35K
DHJJ Financial Advisors, Ltd. 0.01% Add +2.2% 502 $34K
Bullock Wealth Management Group 0.02% — 500 $34K
Pension & Wealth Management Advisors, Inc. 0.01% No change 500 $34K
JNBA Financial Advisors 0.00% No change 500 $34K
Ulland Investment Advisors, LLC 0.03% No change 500 $34K
Atlantic Union Bankshares Corp 0.00% Reduce -16.8% 496 $34K
Delta Asset Management LLC 0.00% No change 480 $33K
Root Financial Partners, LLC 0.00% Add +45.0% 464 $32K
CoreCap Advisors, LLC 0.00% Add +160.9% 441 $30K
Toth Financial Advisory Corp. 0.00% No change 440 $30K
Cary Street Partners Investment Advisory LLC 0.01% New 432 $30K
Westfuller Advisors, LLC 0.01% No change 427 $29K
Dixon Mitchell Investment Counsel Inc. 0.00% No change 425 $29K
Bartlett & Co. Wealth Management LLC 0.00% No change 415 $28K
Holos Integrated Wealth LLC 0.02% No change 400 $28K
Garton & Associates Financial Advisors LLC 0.02% — 400 $27K
Addison Advisors LLC 0.01% No change 400 $27K
JFS Wealth Advisors, LLC 0.00% No change 359 $25K
Global Wealth Strategies & Associates 0.01% No change 358 $24K
Financial Perspectives, Inc 0.01% Reduce -8.3% 353 $24K
GPS Wealth Strategies Group, LLC 0.02% Reduce -3.9% 346 $24K
Estate Planners Group, LLC 0.01% — 342 $23K
VSM Wealth Advisory, LLC 0.01% Reduce -83.4% 327 $22K
High Note Wealth, LLC 0.00% No change 327 $22K
Boyd Watterson Asset Management LLC 0.01% No change 326 $22K
Lodestone Wealth Management LLC 0.01% New 308 $21K
Oakworth Capital, Inc. 0.00% No change 300 $21K
Financially Speaking Inc 0.01% No change 275 $19K
Activest Wealth Management 0.00% No change 270 $18K
Tradewinds Capital Management, LLC 0.00% No change 269 $18K
Kilter Group LLC 0.01% No change 251 $17K
Hoey Investments, Inc. 0.00% No change 250 $17K
National Bank of Canada 0.00% Add +25.0% 250 $17K
Signature Resources Capital Management, LLC 0.01% No change 236 $16K
Carolina Wealth Advisors, LLC 0.01% No change 235 $16K
MassMutual Private Wealth & Trust, FSB 0.00% No change 227 $16K
PFS Partners, LLC 0.01% Add +7.1% 225 $15K
Cape Investment Advisory, Inc. 0.00% Add +182.7% 212 $14K
GHP Investment Advisors, Inc. 0.00% No change 210 $14K
Strategic Investment Solutions, Inc. 0.00% No change 209 $14K
Cherry Tree Wealth Management, LLC 0.00% Add +38.3% 206 $14K
Westside Investment Management, Inc. 0.00% No change 205 $14K
Main Management LLC 0.00% New 200 $14K
MPWM Advisory Solutions, LLC 0.01% New 200 $14K
Arlington Trust Co LLC 0.00% No change 200 $14K
Quest 10 Wealth Builders, Inc. 0.01% No change 198 $14K
Capital Analysts, LLC 0.00% No change 192 $13K
Ameritas Investment Partners, Inc. 0.00% No change 190 $13K
Kozak & Associates, Inc. 0.00% No change 182 $13K
Atlas Capital Advisors Inc. 0.00% — 186 $13K
Obsidian Cio, LLC 0.02% Reduce -98.8% 175 $12K
Assetmark, Inc. 0.00% Reduce -6.0% 173 $12K
Evermay Wealth Management LLC 0.00% Reduce -27.8% 166 $11K
Pittenger & Anderson Inc. 0.00% Add +153.8% 165 $11K
Godfrey Financial Associates, Inc. 0.01% — 160 $11K
Atlantic Edge Private Wealth Management, LLC 0.00% No change 160 $11K
Versant Capital Management, Inc 0.00% No change 151 $10K
Independence Bank of Kentucky 0.00% No change 150 $10K
Bellevue Asset Management, LLC 0.00% No change 145 $10K
Financial Gravity Asset Management, Inc. 0.00% No change 140 $10K
American National Bank & Trust 0.00% No change 140 $10K
Comprehensive Financial Planning, Inc. 0.01% No change 129 $9K
Hollencrest Capital Management 0.00% Reduce -66.7% 125 $9K
Abound Wealth Management 0.00% No change 122 $8K
Quaker Wealth Management, LLC 0.00% Add +14.4% 119 $8K
Medallion Wealth Advisors, LLC 0.00% Reduce -8.5% 108 $7K
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 107 $7K
N.E.W. Advisory Services LLC 0.00% No change 104 $7K
Motiv8 Investments LLC 0.00% New 100 $7K
Graney & King, LLC 0.00% No change 100 $7K
Caldwell Sutter Capital, Inc. 0.00% No change 100 $7K
Barrett & Company, Inc. 0.00% No change 100 $7K
Missouri Trust & Investment Co 0.00% No change 100 $7K
Colonial Trust Co / SC 0.00% No change 100 $7K
City Holding Co. 0.00% No change 100 $7K
Armstrong Advisory Group, Inc. 0.00% No change 100 $7K
Fifth Third Bancorp 0.00% No change 100 $7K
UBS Group AG 0.00% New 100 $7K
Caitlin John, LLC 0.00% No change 87 $6K
Cheviot Value Management, LLC 0.00% No change 83 $6K
Meramec Financial Planners, LLC 0.00% — 91 $5K
ORG Partners LLC 0.00% Reduce -36.4% 70 $5K
Wellington-Altus USA Inc. 0.00% — 66 $5K
Laurel Wealth Advisors LLC 0.00% New 65 $4K
Gen-Wealth Partners Inc 0.00% No change 60 $4K
Thompson Investment Management, Inc. 0.00% No change 60 $4K
Nemes Rush Group LLC 0.00% Add +2500.0% 52 $4K
Clayton Financial Group LLC 0.00% No change 50 $3K
Game Plan Financial Advisors, LLC 0.00% Reduce -50.0% 50 $3K
Front Row Advisors LLC 0.00% No change 50 $3K
DiNuzzo Private Wealth, Inc. 0.00% No change 50 $3K
Financial Consulate, Inc. 0.00% No change 40 $3K
Friedenthal Financial 0.00% No change 33 $2K
Hager Investment Management Services, LLC 0.00% No change 27 $2K
CVA Family Office, LLC 0.00% Reduce -71.7% 26 $2K
Princeton Global Asset Management LLC 0.00% No change 25 $2K
Coastline Trust Co 0.00% No change 22 $2K
Prestige Wealth Management Group LLC 0.00% No change 20 $1K
Kingdom Financial Group LLC. 0.00% New 18 $1K
MV Capital Management, Inc. 0.00% New 12 $821
Wealth Preservation Advisors, LLC 0.00% No change 11 $752
Kentucky Trust Co 0.00% No change 11 $752
Navalign, LLC 0.00% New 11 $752
Chilton Capital Management LLC 0.00% No change 11 $752
Ritter Daniher Financial Advisory LLC / DE 0.00% No change 10 $684
Albion Financial Group 0.00% No change 10 $684
Optima Capital LLC 0.00% New 9 $615
Quadrant Capital Group LLC 0.00% New 6 $411
SHP Wealth Management 0.00% — 4 $273
Noble Wealth Management PBC 0.00% New 3 $205
Kohmann Bosshard Financial Services, LLC 0.00% New 2 $137
Arcadia Investment Advisors LLC 0.00% No change 1 $69

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