Grayscale Bitcoin Trust ETFGBTCETF
13F holders, Q1 2026 (March 31)657holders −82
45new positions
124sold out
3famous investors
$52.79avg. 13F price*
At the end of Q1 2026, 657 institutions reported holding Grayscale Bitcoin Trust ETF (GBTC) in their 13F filings, down 82 from Q4 2025. 45 opened new positions and 124 sold out. The largest holders were Horizon Kinetics Asset Management LLC ($738.9M), LPL Financial LLC ($47.9M) and HighTower Advisors, LLC ($32.4M). 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 Fisher (0.0% of Fisher Asset Management's portfolio).
- Company
- Grayscale Bitcoin Trust ETF
- CUSIP
- 389637109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 45 | $20.9M |
| Exits | 124 | $99.9M |
All 13F filers, Q4 2025 → Q1 2026: 1,516,324 shares bought and 2,564,304 shares sold, net −1,047,980 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 657 holders
| Horizon Kinetics Asset Management LLC | 8.01% | Reduce -0.8% | 14,004,882 | $738.9M |
| LPL Financial LLC | 0.01% | Reduce -7.0% | 908,340 | $47.9M |
| HighTower Advisors, LLC | 0.03% | Reduce -1.0% | 614,073 | $32.4M |
| Greenwich Wealth Management LLC | 1.27% | Reduce -0.2% | 633,993 | $31.0M |
| Msrh, LLC | 19.61% | Reduce -0.6% | 419,620 | $22.1M |
| Susquehanna International Group, LLP | 0.03% | Reduce -21.9% | 406,900 | $21.5M |
| Mad River Investors | 6.86% | Reduce -0.1% | 360,139 | $19.0M |
| EagleClaw Capital Managment, LLC | 2.63% | Add +6.9% | 355,791 | $18.8M |
| Wealthfront Advisers LLC | 0.04% | Reduce -3.8% | 341,133 | $18.0M |
| Moors & Cabot, Inc. | 0.70% | Reduce -1.3% | 311,393 | $16.4M |
| Vident Advisory, LLC | 0.14% | Add +20106.7% | 303,100 | $16.0M |
| Virtu Financial LLC | 0.62% | Add +408.8% | 282,831 | $14.9M |
| Kingswood Wealth Advisors, LLC | 0.70% | Reduce -1.4% | 279,960 | $14.8M |
| One Charles Private Wealth Services, LLC | 3.67% | Reduce -0.6% | 276,992 | $14.6M |
| Jane Street Group, LLC | 0.02% | Add +1040.7% | 263,972 | $13.9M |
| Beaumont Financial Advisors, LLC | 0.94% | Reduce -4.7% | 258,734 | $13.7M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Reduce -2.6% | 253,269 | $13.4M |
| Cresset Asset Management, LLC | 0.06% | Reduce -0.1% | 243,712 | $12.9M |
| Focus Partners Wealth | 0.01% | Reduce -2.1% | 216,502 | $11.4M |
| Mariner, LLC | 0.01% | Add +7.9% | 186,939 | $9.9M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -13.8% | 178,803 | $9.4M |
| Cetera Investment Advisers | 0.01% | Reduce -5.7% | 174,477 | $9.2M |
| Lido Advisors, LLC | 0.03% | Add +3.9% | 165,469 | $8.7M |
| Fiduciary Alliance LLC | 0.52% | Add +8.8% | 146,098 | $8.5M |
| RBF Capital, LLC | 0.39% | No change | 150,000 | $7.9M |
| Atlas Wealth Partners, LLC | 7.61% | Reduce -1.7% | 140,312 | $7.4M |
| Sloy Dahl & Holst, LLC | 0.97% | Reduce -0.7% | 133,438 | $7.0M |
| Creative Planning | 0.00% | Reduce -3.1% | 131,791 | $7.0M |
| Foundations Investment Advisors, LLC | 0.08% | Add +1.5% | 129,027 | $6.8M |
| Sequoia Financial Advisors, LLC | 0.04% | Add +6.9% | 127,176 | $6.7M |
| SLT Holdings LLC | 4.63% | Add +1.0% | 124,037 | $6.5M |
| Lakewood Capital Management, LP | 0.42% | No change | 123,500 | $6.5M |
| Pasadena Private Wealth, LLC | 0.86% | Reduce -1.4% | 117,623 | $6.2M |
| Ieq Capital, LLC | 0.03% | No change | 117,106 | $6.2M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -37.6% | 115,300 | $6.0M |
| Fielder Capital Group LLC | 1.28% | Reduce -1.3% | 111,292 | $5.9M |
| Once Capital Management, LLC | 1.52% | No change | 107,700 | $5.7M |
| Blair William & Co. | 0.02% | Reduce -0.2% | 107,079 | $5.6M |
| Qube Research & Technologies Ltd | 0.01% | New | 106,452 | $5.6M |
| Kestra Advisory Services, LLC | 0.02% | Add +5.1% | 105,842 | $5.6M |
| Birch Hill Investment Advisors LLC | 0.24% | No change | 102,850 | $5.4M |
| Citrine Capital LLC | 2.33% | No change | 101,811 | $5.4M |
| ICONIQ Capital, LLC | 0.12% | No change | 101,575 | $5.4M |
| Millennium Management | 0.00% | No change | 100,000 | $5.3M |
| Red Door Wealth Management, LLC | 0.52% | Reduce -0.1% | 95,610 | $5.0M |
| Larson Financial Group LLC | 0.15% | Reduce -1.3% | 90,982 | $4.8M |
| Morgan Stanley | 0.00% | Reduce -7.4% | 86,496 | $4.6M |
| Traphagen Investment Advisors LLC | 0.36% | Reduce -0.8% | 84,556 | $4.5M |
| Raymond James Financial Inc. | 0.00% | Reduce -4.8% | 83,310 | $4.4M |
| Claro Advisors Inc. | 0.53% | Reduce -8.1% | 82,845 | $4.4M |
| Osaic Holdings, Inc. | 0.01% | Reduce -1.2% | 81,188 | $4.3M |
| Advisory Services Network, LLC | 0.05% | Add +2.3% | 78,172 | $4.1M |
| Van Hulzen Asset Management, LLC | 0.30% | Reduce -0.4% | 77,634 | $4.1M |
| Intellectus Partners, LLC | 0.82% | Add +0.3% | 76,470 | $4.0M |
| SCS Capital Management LLC | 0.04% | Reduce -0.1% | 75,857 | $4.0M |
| Mercer Global Advisors Inc. | 0.01% | Add +1.6% | 73,732 | $3.9M |
| Haven Private, LLC | 1.68% | Reduce -0.4% | 73,162 | $3.9M |
| Farther Finance Advisors, LLC | 0.04% | Add +0.8% | 72,634 | $3.9M |
| Envestnet Asset Management Inc. | 0.00% | Add +4.0% | 72,383 | $3.8M |
| Variant Private Wealth, LLC | 4.58% | Reduce -0.0% | 71,640 | $3.8M |
| Guild Investment Management, Inc. | 2.55% | Add +0.5% | 67,640 | $3.6M |
| NorthCoast Asset Management LLC | 0.08% | Add +0.2% | 64,322 | $3.4M |
| Keystone Financial Group | 0.23% | Add +2.9% | 57,942 | $3.4M |
| Moneco Advisors, LLC | 0.26% | Reduce -1.4% | 63,342 | $3.3M |
| Renaissance Technologies | 0.01% | Reduce -49.3% | 60,950 | $3.2M |
| NewEdge Wealth, LLC | 0.04% | Reduce -0.7% | 60,452 | $3.2M |
| Pekin Hardy Strauss, Inc. | 0.31% | Reduce -2.6% | 56,924 | $3.0M |
| Smithfield Trust Co | 0.13% | No change | 56,195 | $3.0M |
| Seldon Capital LP | 1.09% | Reduce -12.6% | 56,100 | $3.0M |
| Legacy Wealth Asset Management, LLC | 0.71% | Reduce -1.5% | 55,460 | $2.9M |
| Independent Financial Group, LLC | 0.06% | Reduce -2.9% | 52,348 | $2.8M |
| Kestra Private Wealth Services, LLC | 0.03% | Reduce -4.9% | 52,298 | $2.8M |
| NTV Asset Management LLC | 0.30% | Reduce -2.3% | 51,294 | $2.7M |
| Convergence Financial, LLC | 0.29% | Reduce -0.4% | 51,267 | $2.7M |
| Verde Capital Management | 0.57% | Reduce -1.1% | 50,734 | $2.7M |
| Brown Advisory Inc. | 0.00% | Reduce -2.3% | 50,416 | $2.7M |
| Ridgepath Capital Management LLC | 1.32% | New | 50,324 | $2.7M |
| Interchange Capital Partners, LLC | 0.82% | Add +22.0% | 40,493 | $2.6M |
| Smith, Moore & Co. | 0.18% | Add +328.5% | 48,061 | $2.5M |
| Bleakley Financial Group, LLC | 0.04% | Reduce -13.6% | 47,819 | $2.5M |
| Merit Financial Group, LLC | 0.02% | Reduce -0.2% | 47,306 | $2.5M |
| Innovative Advisory Group, LLC | 2.17% | Reduce -10.8% | 46,714 | $2.5M |
| Cerity Partners LLC | 0.00% | Reduce -26.4% | 46,244 | $2.4M |
| Beck Capital Management, LLC | 0.55% | Reduce -8.5% | 45,618 | $2.4M |
| US Bancorp \de | 0.00% | Reduce -4.5% | 45,451 | $2.4M |
| Wealthspire Advisors, LLC | 0.02% | Add +5.6% | 44,751 | $2.4M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -6.7% | 43,723 | $2.3M |
| EFG International AG | 0.05% | Reduce -3.3% | 43,550 | $2.3M |
| WESCAP Management Group, Inc. | 0.45% | Reduce -37.4% | 43,321 | $2.3M |
| Certior Financial Group, LLC | 1.44% | Reduce -1.6% | 42,990 | $2.3M |
| Fagan Associates, Inc. | 0.31% | Reduce -1.6% | 42,379 | $2.2M |
| HFG Wealth Management, LLC | 1.21% | Reduce -3.2% | 41,652 | $2.2M |
| Captrust Financial Advisors | 0.00% | Add +2.8% | 39,596 | $2.1M |
| Fifth Third Bancorp | 0.00% | Add +38972.0% | 39,072 | $2.1M |
| Prosperity Financial Group, Inc. | 0.75% | Reduce -0.9% | 38,712 | $2.0M |
| Brookstone Capital Management | 0.02% | Reduce -5.3% | 38,378 | $2.0M |
| Mgo One Seven LLC | 0.04% | Reduce -2.7% | 38,241 | $2.0M |
| Beacon Pointe Advisors, LLC | 0.01% | Add +60.6% | 36,212 | $1.9M |
| TigerOak Management, L.L.C. | 0.60% | Reduce -0.8% | 36,132 | $1.9M |
| NewEdge Advisors, LLC | 0.01% | Reduce -17.0% | 35,412 | $1.9M |
| Cyndeo Wealth Partners, LLC | 0.10% | Reduce -6.2% | 35,399 | $1.9M |
| Fiduciary Trust Co | 0.02% | No change | 35,115 | $1.9M |
| Sowell Financial Services LLC | 0.07% | Add +3.1% | 34,524 | $1.8M |
| Visionary Wealth Advisors | 0.08% | Reduce -7.9% | 33,902 | $1.8M |
| Waverly Advisors, LLC | 0.01% | Add +3.1% | 33,832 | $1.8M |
| Integrated Wealth Concepts LLC | 0.01% | Add +41.8% | 33,784 | $1.8M |
| Compass Ion Advisors, LLC | 0.17% | No change | 33,282 | $1.8M |
| WealthPlan Investment Management, LLC | 0.10% | Add +12.9% | 33,079 | $1.7M |
| Private Advisor Group, LLC | 0.01% | Reduce -3.4% | 32,167 | $1.7M |
| McKinley Carter Wealth Services, Inc. | 0.10% | No change | 32,107 | $1.7M |
| PYA Waltman Capital, LLC | 0.47% | Reduce -3.4% | 31,882 | $1.7M |
| United Capital Financial Advisors, LLC | 0.01% | Reduce -10.4% | 31,851 | $1.7M |
| Truist Financial Corp. | 0.00% | Add +1.3% | 31,137 | $1.6M |
| Curi Capital, LLC | 0.03% | Reduce -0.1% | 31,088 | $1.6M |
| McRae Capital Management Inc. | 0.34% | No change | 30,940 | $1.6M |
| Lanark Financial, Inc. | 0.12% | Reduce -3.2% | 29,620 | $1.6M |
| Pathstone Holdings, LLC | 0.01% | Reduce -8.7% | 29,439 | $1.6M |
| Aurora Private Wealth, Inc. | 1.09% | No change | 22,401 | $1.5M |
| Sprott Inc. | 0.05% | Reduce -18.8% | 28,795 | $1.5M |
| Franklin Resources Inc. | 0.00% | New | 28,564 | $1.5M |
| Stifel Financial Corp. | 0.00% | Reduce -2.1% | 28,182 | $1.5M |
| MAI Capital Management | 0.01% | Reduce -1.3% | 27,664 | $1.5M |
| QTR Family Wealth, LLC | 0.60% | New | 25,060 | $1.4M |
| Cura Wealth Advisors, LLC | 0.64% | Reduce -0.4% | 27,290 | $1.4M |
| Canton Hathaway, LLC | 0.29% | No change | 27,200 | $1.4M |
| Illumine Investment Management, LLC | 1.09% | Reduce -0.5% | 26,951 | $1.4M |
| Benson Wealth Management INC | 1.93% | Reduce -8.6% | 26,757 | $1.4M |
| Financial Engines Advisors L.L.C. | 0.00% | Reduce -2.6% | 26,500 | $1.4M |
| Diligent Investors, LLC | 0.33% | Reduce -6.9% | 25,521 | $1.3M |
| Professional Financial Advisors, LLC | 0.27% | New | 25,386 | $1.3M |
| Integras Partners LLC | 0.88% | Add +37.5% | 25,375 | $1.3M |
| Fortem Financial Group, LLC | 0.33% | No change | 24,657 | $1.3M |
| Tsfg, LLC | 0.20% | No change | 24,592 | $1.3M |
| Optiver Holding B.V. | 0.05% | Add +137.4% | 24,463 | $1.3M |
| Alamea Verwaltungs GmbH | 0.94% | No change | 22,446 | $1.3M |
| Mainstay Capital Management LLC | 0.10% | No change | 24,048 | $1.3M |
| Abacus Planning Group, Inc. | 0.17% | No change | 23,738 | $1.3M |
| White Knight Strategic Wealth Advisors, LLC | 1.05% | No change | 23,579 | $1.2M |
| Wedbush Securities Inc. | 0.04% | Add +1.3% | 23,296 | $1.2M |
| Epiq Partners, LLC | 0.59% | Reduce -4.0% | 23,145 | $1.2M |
| Pilgrim Partners Asia Pte Ltd | 0.51% | Add +56.5% | 22,700 | $1.2M |
| Nwam LLC | 0.07% | Add +0.0% | 22,680 | $1.2M |
| Jaffetilchin Investment Partners, LLC | 0.07% | Reduce -0.3% | 22,567 | $1.2M |
| Meridian Wealth Management, LLC | 0.04% | Reduce -1.4% | 22,470 | $1.2M |
| Choreo, LLC | 0.01% | Reduce -1.0% | 22,330 | $1.2M |
| TRUE Private Wealth Advisors | 0.11% | Add +0.1% | 22,151 | $1.2M |
| CRA Financial Services, LLC | 0.15% | Reduce -1.1% | 22,056 | $1.2M |
| Financial Management Professionals, Inc. | 0.13% | Reduce -2.2% | 21,917 | $1.2M |
| Finer Wealth Management, Inc. | 0.58% | Reduce -21.9% | 21,771 | $1.1M |
| CMG Global Holdings, LLC | 0.55% | Add +417.8% | 21,706 | $1.1M |
| Proficio Capital Partners LLC | 0.06% | Reduce -50.9% | 21,682 | $1.1M |
| Quadcap Wealth Management, LLC | 0.13% | Reduce -5.7% | 21,653 | $1.1M |
| Philadelphia Trust Co. | 0.08% | No change | 21,620 | $1.1M |
| Ethos Financial Group, LLC | 0.08% | No change | 16,310 | $1.1M |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.03% | Reduce -1.0% | 20,871 | $1.1M |
| Blue Square Asset Management, LLC | 0.52% | Reduce -65.8% | 20,606 | $1.1M |
| Pallas Capital Advisors LLC | 0.04% | Reduce -0.1% | 20,605 | $1.1M |
| Integrated Advisors Network LLC | 0.06% | Reduce -7.6% | 20,322 | $1.1M |
| Aptus Capital Advisors, LLC | 0.01% | Add +45.5% | 20,313 | $1.1M |
| Cwm, LLC | 0.00% | Add +23.8% | 20,059 | $1.1M |
| Pinnacle Financial Partners, Inc. | 0.01% | Reduce -0.9% | 19,999 | $1.1M |
| Spire Wealth Management | 0.04% | Reduce -14.6% | 19,882 | $1.0M |
| Evolution Wealth Advisors, LLC | 0.11% | No change | 19,881 | $1.0M |
| SteelPeak Wealth, LLC | 0.03% | Add +9.9% | 19,856 | $1.0M |
| Jump Financial, LLC | 0.02% | New | 19,570 | $1.0M |
| Carnegie Investment Counsel | 0.02% | Reduce -22.4% | 19,451 | $1.0M |
| Upper Left Wealth Management, LLC | 0.60% | Reduce -8.1% | 19,261 | $1.0M |
| VestGen Advisors, LLC | 0.03% | Reduce -1.4% | 16,176 | $1.0M |
| Soltis Investment Advisors LLC | 0.07% | Reduce -1.6% | 19,199 | $1.0M |
| Almanack Investment Partners, LLC. | 0.17% | No change | 19,086 | $1.0M |
| Ascentis Independent Advisors | 0.08% | Add +136.4% | 18,887 | $996K |
| Moneta Group Investment Advisors LLC | 0.01% | Reduce -1.0% | 18,877 | $996K |
| Joseph P. Lucia & Associates, LLC | 0.35% | Reduce -9.2% | 18,630 | $983K |
| OakTrust Wealth Advisors, LLC | 0.89% | No change | 18,627 | $983K |
| HCR Wealth Advisors | 0.10% | Add +6.4% | 18,379 | $970K |
| Blue Trust, Inc. | 0.01% | No change | 18,235 | $962K |
| Pine Valley Investments Ltd Liability Co | 0.05% | Reduce -5.6% | 17,904 | $945K |
| Ballast Financial Advisors LLC | 0.96% | Reduce -7.3% | 17,761 | $937K |
| Stansberry Asset Management, LLC | 0.10% | Reduce -7.0% | 17,675 | $933K |
| Axxcess Wealth Management, LLC | 0.03% | Add +59.2% | 17,520 | $924K |
| Rwa Wealth Partners, LLC | 0.01% | No change | 17,318 | $914K |
| Milestone Asset Management Group, LLC | 0.53% | No change | 17,294 | $912K |
| Clearwater Capital Advisors, LLC | 0.07% | Add +76.1% | 17,210 | $908K |
| Prospera Financial Services Inc | 0.01% | Reduce -0.3% | 17,142 | $904K |
| Corient Private Wealth LP | 0.00% | Reduce -12.8% | 42,350 | $904K |
| &partners | 0.00% | Add +1.6% | 16,964 | $895K |
| Cary Street Partners Financial LLC | 0.02% | Add +3.3% | 16,647 | $878K |
| Perigon Wealth Management, LLC | 0.02% | Reduce -21.1% | 16,522 | $872K |
| WCG Wealth Advisors LLC | 0.02% | Reduce -0.1% | 16,509 | $871K |
| Royal Bank of Canada | 0.00% | Reduce -11.0% | 16,420 | $865K |
| SevenBridge Financial Group, LLC | 0.13% | No change | 13,826 | $849K |
| Exit Wealth Advisors, LLC. | 0.43% | No change | 15,706 | $829K |
| Childress Capital Advisors, LLC | 0.15% | No change | 15,614 | $824K |
| Act Capital Management, LLC | 0.64% | Reduce -55.2% | 15,400 | $813K |
| NorthRock Partners, LLC | 0.01% | Add +0.7% | 15,253 | $805K |
| Chicago Partners Investment Group LLC | 0.02% | Add +0.4% | 13,105 | $804K |
| Regions Financial Corp. | 0.01% | No change | 15,049 | $794K |
| Quadrant Private Wealth Management, LLC | 0.12% | Add +2.0% | 14,847 | $783K |
| Schneider Downs Wealth Management Advisors, LP | 0.09% | Add +18.8% | 14,770 | $779K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -30.2% | 14,739 | $778K |
| Empower Advisory Group, LLC | 0.00% | Add +86.4% | 14,682 | $775K |
| Rothschild Investment LLC | 0.04% | No change | 14,490 | $764K |
| Mills Wealth Advisors LLC | 0.26% | Reduce -1.3% | 14,134 | $746K |
| Curran Financial Partners, LLC | 0.13% | Reduce -3.5% | 14,069 | $742K |
| AE Wealth Management LLC | 0.00% | Reduce -11.7% | 14,068 | $742K |
| Embree Financial Group | 0.09% | Add +10.5% | 14,017 | $740K |
| Private Capital Advisors, Inc. | 0.08% | New | 13,998 | $739K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | Reduce -51.2% | 13,997 | $738K |
| Midwest Trust Co | 0.01% | Reduce -5.4% | 13,957 | $736K |
| Formidable Asset Management, LLC | 0.11% | Reduce -10.6% | 10,765 | $736K |
| Ameritas Advisory Services, LLC | 0.03% | Reduce -2.9% | 13,925 | $735K |
| Copia Wealth Management | 0.50% | Reduce -9.7% | 13,816 | $729K |
| Citizens Financial Group Inc. | 0.01% | Add +1.3% | 13,727 | $724K |
| Aries Wealth Management | 0.16% | No change | 13,720 | $724K |
| Malaga Cove Capital, LLC | 0.26% | No change | 13,659 | $721K |
| Cherrydale Wealth Management, LLC | 0.22% | No change | 13,531 | $714K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -13.5% | 13,476 | $711K |
| Fortis Capital Management LLC | 0.09% | Reduce -3.4% | 13,249 | $699K |
| Wealthcare Advisory Partners LLC | 0.01% | Reduce -7.8% | 13,244 | $699K |
| BlackRock, Inc. | 0.00% | No change | 13,220 | $697K |
| NavPoint Financial, Inc. | 0.28% | No change | 13,200 | $696K |
| Geneos Wealth Management Inc. | 0.02% | Reduce -4.5% | 13,107 | $692K |
| Maridea Wealth Management LLC | 0.10% | Reduce -2.5% | 12,939 | $683K |
| Wealth Alliance Advisory Group, LLC | 0.11% | No change | 12,744 | $672K |
| Plancorp, LLC | 0.02% | No change | 11,726 | $669K |
| Aspen Grove Capital, LLC | 0.13% | No change | 12,655 | $668K |
| Headinvest, LLC | 0.14% | Reduce -50.0% | 12,500 | $660K |
| National Philanthropic Trust | 0.01% | Reduce -3.9% | 12,389 | $654K |
| Integrity Alliance, Llc. | 0.02% | Reduce -13.1% | 12,365 | $652K |
| Equitable Holdings, Inc. | 0.00% | Add +17.9% | 9,455 | $646K |
| Clearstead Advisors, LLC | 0.01% | Add +8.9% | 12,175 | $642K |
| Runnymede Capital Advisors, Inc. | 0.55% | New | 12,120 | $639K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +67.3% | 11,819 | $624K |
| Fund Advisors of America Inc | 0.63% | Reduce -3.0% | 11,800 | $623K |
| Independent Advisor Alliance | 0.01% | Reduce -0.6% | 11,777 | $621K |
| Deltec Asset Management LLC | 0.11% | Reduce -11.3% | 11,750 | $620K |
| Howland Capital Management LLC | 0.02% | No change | 11,600 | $612K |
| Berger Financial Group, Inc | 0.03% | Reduce -2.9% | 11,583 | $611K |
| EP Wealth Advisors, LLC | 0.00% | Add +23.8% | 11,417 | $602K |
| Essex Financial Services, Inc. | 0.03% | No change | 11,319 | $597K |
| Diversified Management Inc. | 0.10% | No change | 11,193 | $591K |
| Hartmann Taylor Wealth Management, LLC | 0.39% | Reduce -17.1% | 11,155 | $589K |
| Western Wealth Management, LLC | 0.02% | Reduce -10.0% | 11,093 | $585K |
| Modern Wealth Management, LLC | 0.01% | Reduce -2.1% | 10,986 | $583K |
| Transcend Capital Advisors, LLC | 0.05% | Reduce -13.3% | 11,045 | $583K |
| Earned Wealth Advisors, LLC | 0.04% | No change | 10,894 | $575K |
| CreativeOne Wealth, LLC | 0.01% | Reduce -16.7% | 10,833 | $572K |
| Pinnacle Associates Ltd. | 0.01% | Reduce -5.8% | 10,796 | $570K |
| Smartleaf Asset Management LLC | 0.02% | No change | 10,910 | $564K |
| Bank of Montreal | 0.00% | Reduce -23.3% | 10,697 | $564K |
| Matauro, LLC | 0.08% | Reduce -40.1% | 10,665 | $563K |
| Gables Capital Management Inc. | 0.24% | Reduce -31.7% | 10,585 | $558K |
| Peapack Gladstone Financial Corp. | 0.01% | Reduce -5.5% | 10,410 | $549K |
| Spectrum Planning & Advisory Services Inc. | 0.27% | Reduce -0.4% | 10,249 | $541K |
| Chevy Chase Trust Holdings, LLC | 0.00% | No change | 10,182 | $537K |
| Keystone Global Partners, LLC | 0.24% | No change | 10,147 | $535K |
| Stephen J. Garry & Associates, LLC | 0.43% | No change | 10,116 | $534K |
| Tidal Investments LLC | 0.00% | New | 10,270 | $532K |
| New Republic Capital, LLC | 0.18% | No change | 10,040 | $530K |
| Oxbow Advisors, LLC | 0.05% | No change | 10,000 | $528K |
| Sage Investment Advisers LLC | 0.39% | Reduce -5.7% | 9,900 | $525K |
| SJS Investment Consulting Inc. | 0.06% | Reduce -63.9% | 9,946 | $525K |
| Signaturefd, LLC | 0.01% | No change | 9,922 | $523K |
| Apella Capital, LLC | 0.01% | New | 8,681 | $523K |
| Ritholtz Wealth Management | 0.01% | Reduce -9.3% | 9,784 | $516K |
| Dynamic Advisor Solutions LLC | 0.02% | Add +0.4% | 9,758 | $515K |
| Wilmington Savings Fund Society, FSB | 0.01% | Reduce -1.2% | 9,750 | $514K |
| Montz Harcus Wealth Management LLC | 0.21% | No change | 9,741 | $514K |
| Prime Capital Investment Advisors, LLC | 0.01% | Reduce -24.5% | 9,713 | $512K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Add +57.3% | 9,669 | $510K |
| Brave Asset Management Inc. | 0.12% | Add +123.7% | 9,561 | $504K |
| United Advisor Group, LLC | 0.06% | Add +0.1% | 9,530 | $503K |
| Centaurus Financial, Inc. | 0.02% | Add +4.0% | 9,485 | $500K |
| Fiduciary Financial Group, LLC | 0.07% | Reduce -6.9% | 9,421 | $497K |
| Insight Advisors, LLC/ PA | 0.09% | Reduce -0.1% | 9,408 | $496K |
| Global Assets Advisory, LLC | 0.14% | Reduce -3.0% | 9,371 | $494K |
| Secure Asset Management, LLC | 0.08% | Reduce -2.7% | 9,333 | $492K |
| HBK Sorce Advisory LLC | 0.01% | Reduce -8.1% | 7,890 | $492K |
| Traynor Capital Management, Inc. | 0.03% | Reduce -3.5% | 9,474 | $490K |
| Spartan Wealth Advisory Services LLC | 0.04% | — | 9,243 | $488K |
| Quantinno Capital Management LP | 0.00% | Add +7.2% | 9,168 | $484K |
| Belpointe Asset Management LLC | 0.02% | Reduce -6.1% | 9,143 | $482K |
| SeaCrest Wealth Management, LLC | 0.05% | Reduce -52.8% | 9,121 | $481K |
| Bison Wealth, LLC | 0.05% | No change | 7,740 | $479K |
| Doliver Advisors, LP | 0.11% | Reduce -2.2% | 8,944 | $472K |
| AssuredPartners Investment Advisors, LLC | 0.05% | Add +1.2% | 8,665 | $470K |
| Quadrature Capital Ltd | 0.01% | New | 8,805 | $465K |
| Mission Wealth Management, LP | 0.01% | No change | 8,773 | $463K |
| PFG Investments, LLC | 0.02% | Reduce -21.9% | 8,730 | $461K |
| HUB Investment Partners, LLC | 0.01% | Reduce -46.1% | 8,652 | $456K |
| Horrell Capital Management, Inc. | 0.21% | No change | 8,567 | $452K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -0.6% | 8,549 | $451K |
| Kathmere Capital Management, LLC | 0.03% | No change | 8,539 | $451K |
| MADDEN SECURITIES Corp | 0.13% | Reduce -2.3% | 8,385 | $442K |
| Galaxy Digital Inc. | 0.07% | — | 8,335 | $440K |
| Rathbones Group PLC | 0.00% | No change | 8,330 | $439K |
| Magnolia Capital Advisors LLC | 0.09% | Add +0.2% | 8,297 | $438K |
| Taylor & Morgan Wealth Management, LLC | 0.25% | No change | 8,274 | $437K |
| Kovack Advisors, Inc. | 0.02% | Reduce -3.5% | 8,227 | $434K |
| Catalina Capital Group, LLC | 0.27% | No change | 8,225 | $434K |
| Evergreen Capital Management LLC | 0.01% | No change | 8,225 | $434K |
| Summit Financial, LLC | 0.01% | Reduce -0.5% | 8,196 | $432K |
| Savant Capital, LLC | 0.00% | Add +2.9% | 8,037 | $424K |
| Revolve Wealth Partners, LLC | 0.05% | Add +4.6% | 7,993 | $422K |
| Leo Wealth, LLC | 0.03% | Add +12.6% | 7,916 | $418K |
| Dakota Wealth Management | 0.01% | Reduce -34.0% | 7,862 | $415K |
| Bedell Frazier Investment Counselling, LLC | 0.08% | Reduce -3.5% | 7,857 | $415K |
| Westmount Partners, LLC | 0.10% | Reduce -19.3% | 7,820 | $413K |
| Cannell & Spears LLC | 0.01% | No change | 7,765 | $410K |
| Cypress Wealth Services, LLC | 0.06% | Reduce -1.9% | 7,762 | $410K |
| Williams Jones Wealth Management, LLC. | 0.01% | No change | 7,705 | $407K |
| Vista Finance, LLC | 0.32% | Reduce -35.3% | 7,632 | $403K |
| MRP Capital Investments, LLC | 0.35% | Reduce -0.8% | 7,590 | $400K |
| World Investment Advisors | 0.01% | Reduce -5.3% | 7,478 | $395K |
| National Wealth Management Group, LLC | 0.15% | New | 7,459 | $394K |
| Foguth Wealth Management, LLC. | 0.05% | New | 6,783 | $387K |
| Verity Asset Management, Inc. | 0.16% | Add +2.6% | 7,267 | $383K |
| EverSource Wealth Advisors, LLC | 0.01% | Add +592.0% | 7,224 | $381K |
| Mutual Advisors, LLC | 0.01% | Reduce -1.4% | 7,205 | $380K |
| Fort Point Capital Partners LLC | 0.05% | Reduce -6.8% | 7,156 | $378K |
| Richards, Merrill & Peterson, Inc. | 0.14% | Reduce -17.7% | 7,155 | $377K |
| Pettinga Financial Advisors LLC | 0.07% | Reduce -0.1% | 7,074 | $373K |
| Quent Capital, LLC | 0.03% | No change | 7,151 | $371K |
| Ancora Advisors LLC | 0.01% | Reduce -1.1% | 6,970 | $368K |
| Brighton Jones LLC | 0.01% | New | 6,951 | $367K |
| International Private Wealth Advisors LLC | 0.22% | No change | 6,950 | $367K |
| Csenge Advisory Group | 0.02% | Reduce -10.1% | 6,930 | $366K |
| Arax Advisory Partners | 0.01% | Reduce -24.4% | 6,923 | $365K |
| RVW Wealth, LLC | 0.03% | No change | 6,872 | $363K |
| Leigh Baldwin & Co., LLC | 0.23% | Add +10.1% | 6,869 | $362K |
| Atria Investments, Inc | 0.00% | New | 6,847 | $361K |
| Johnson Investment Counsel Inc. | 0.00% | No change | 6,823 | $360K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -17.9% | 6,788 | $358K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.02% | Add +19.5% | 6,746 | $356K |
| Scotia Capital Inc. | 0.00% | Reduce -8.2% | 6,745 | $356K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -74.9% | 6,743 | $356K |
| Kingsview Wealth Management, LLC | 0.00% | Reduce -19.0% | 6,732 | $355K |
| Capital Investment Advisory Services, LLC | 0.03% | No change | 6,731 | $355K |
| Strategic Wealth Partners, Ltd. | 0.02% | Reduce -14.3% | 6,710 | $354K |
| Fisher Asset Management | 0.00% | New | 6,685 | $353K |
| Gateway Wealth Partners, LLC | 0.01% | Add +100.0% | 6,680 | $352K |
| Avior Wealth Management, LLC | 0.01% | Reduce -16.0% | 6,677 | $352K |
| Valeo Financial Advisors, LLC | 0.01% | Reduce -15.4% | 6,666 | $352K |
| Channel Wealth LLC | 0.09% | Add +1.5% | 6,648 | $351K |
| Foundation Wealth Management, LLC | 0.24% | No change | 6,647 | $351K |
| Northbridge Financial Group, LLC | 0.15% | Reduce -4.8% | 6,083 | $347K |
| Evolve Private Wealth, LLC | 0.02% | Add +4.3% | 6,536 | $345K |
| NCM Capital Management, LLC | 0.12% | Reduce -4.4% | 6,523 | $344K |
| Money Concepts Capital Corp. | 0.02% | Add +13.1% | 6,485 | $342K |
| IFP Advisors, Inc | 0.01% | Reduce -15.9% | 6,455 | $341K |
| Stephenson & Company, Inc. | 0.18% | No change | 6,400 | $338K |
| Riverview Capital Advisers, LLC | 0.11% | No change | 6,373 | $336K |
| Montag A & Associates Inc. | 0.02% | Reduce -16.1% | 6,350 | $335K |
| Schonfeld Strategic Advisors LLC | 0.00% | No change | 6,348 | $335K |
| Parallel Advisors, LLC | 0.01% | Reduce -3.1% | 6,331 | $334K |
| Sharper & Granite LLC | 0.11% | No change | 6,330 | $334K |
| Heritage Family Offices, LLP | 0.15% | No change | 6,325 | $334K |
| Evercore Wealth Management, LLC | 0.01% | No change | 6,250 | $330K |
| Sapient Capital LLC | 0.01% | Reduce -74.5% | 6,250 | $330K |
| Northern Lights Advisors, Inc. | 0.22% | No change | 6,240 | $329K |
| Koshinski Asset Management, Inc. | 0.02% | Reduce -1.8% | 6,230 | $329K |
| Strategies Wealth Advisors, LLC | 0.03% | No change | 6,205 | $327K |
| American Capital Advisory, LLC | 0.13% | No change | 6,170 | $326K |
| Walleye Trading LLC | 0.01% | New | 6,158 | $325K |
| McGuire Capital Advisors Inc. | 0.21% | Add +4.2% | 6,140 | $324K |
| Americana Partners, LLC | 0.01% | No change | 6,124 | $323K |
| Trevian Wealth Management LLC | 0.16% | No change | 6,115 | $323K |
| Greenline Wealth Management LLC | 0.37% | No change | 6,113 | $323K |
| Roman Butler Fullerton & Co. | 0.09% | Add +6.4% | 5,802 | $322K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Reduce -81.3% | 6,165 | $319K |
| Summit Trail Advisors, LLC | 0.00% | New | 6,004 | $317K |
| FMR LLC | 0.00% | Add +5.3% | 6,004 | $317K |
| Bessemer Group Inc. | 0.00% | Add +23.8% | 5,986 | $316K |
| SouthState Bank Corp | 0.01% | No change | 5,945 | $314K |
| PUREfi Wealth, LLC | 0.21% | Add +95.3% | 5,944 | $314K |
| Composition Wealth, LLC | 0.00% | Reduce -10.9% | 5,916 | $312K |
| Garde Capital, Inc. | 0.02% | Reduce -35.3% | 5,912 | $312K |
| Bulltick Wealth Management, LLC | 0.07% | Reduce -8.9% | 5,828 | $307K |
| Compagnie Lombard Odier SCmA | 0.00% | Reduce -4.1% | 5,800 | $306K |
| Magnus Financial Group LLC | 0.02% | Add +5.8% | 5,771 | $304K |
| StoneX Group Inc. | 0.02% | Add +9.8% | 5,745 | $303K |
| IPG Investment Advisors LLC | 0.05% | Add +30.4% | 5,720 | $302K |
| AlphaCore Capital LLC | 0.01% | Reduce -23.2% | 5,716 | $302K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.04% | Add +87.7% | 5,714 | $301K |
| Narus Financial Partners, LLC | 0.08% | Add +1.1% | 5,630 | $297K |
| Granville Capital, Inc. | 0.15% | Reduce -6.5% | 5,612 | $296K |
| Brookwood Investment Group LLC | 0.04% | Reduce -2.5% | 5,605 | $296K |
| OneAscent Financial Services LLC | 0.02% | New | 5,565 | $294K |
| Beaird Harris Wealth Management, LLC | 0.02% | Reduce -29.7% | 5,523 | $291K |
| Insigneo Advisory Services, LLC | 0.02% | Reduce -52.6% | 5,518 | $291K |
| International Assets Investment Management, LLC | 0.02% | Add +3.0% | 5,460 | $290K |
| Great Valley Advisor Group, Inc. | 0.01% | Add +0.4% | 5,478 | $289K |
| Clear Creek Financial Management, LLC | 0.02% | Add +3.9% | 5,464 | $288K |
| Carret Asset Management, LLC | 0.03% | No change | 5,451 | $288K |
| Cibc World Market Inc. | 0.00% | Reduce -2.9% | 5,444 | $287K |
| Destiny Wealth Partners, LLC | 0.03% | Reduce -8.5% | 5,356 | $283K |
| Gladstone Institutional Advisory LLC | 0.01% | New | 5,337 | $282K |
| HRC Wealth Management, LLC | 0.13% | Reduce -21.3% | 5,293 | $279K |
| Bluespring Wealth Management, LLC | 0.02% | Add +1.8% | 5,210 | $275K |
| Verdence Capital Advisors LLC | 0.02% | Reduce -30.8% | 5,209 | $275K |
| Safeguard Investment Advisory Group, LLC | 0.08% | Reduce -0.3% | 5,176 | $273K |
| Howe & Rusling Inc. | 0.02% | No change | 5,176 | $273K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +59.5% | 5,159 | $272K |
| Advisor OS, LLC | 0.02% | Add +68.1% | 5,151 | $272K |
| Affinity Capital Advisors, LLC | 0.04% | No change | 5,125 | $270K |
| Triad Wealth Partners, LLC | 0.02% | Reduce -5.3% | 5,091 | $269K |
| Red Reef Advisors LLC | 0.28% | Reduce -7.6% | 5,073 | $268K |
| Tru Independence Asset Management 2, LLC | 0.16% | No change | 5,050 | $266K |
| Silicon Valley Capital Partners | 0.03% | Reduce -40.6% | 5,050 | $266K |
| Snowden Capital Advisors LLC | 0.01% | Add +5.2% | 5,035 | $266K |
| Arkadios Wealth Advisors | 0.00% | Reduce -6.3% | 5,026 | $265K |
| Ausdal Financial Partners, Inc. | 0.01% | Reduce -0.6% | 5,008 | $264K |
| Graybill Wealth Management, LTD. | 0.08% | No change | 5,000 | $264K |
| ZEGA Investments, LLC | 0.05% | No change | 5,000 | $264K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 4,962 | $263K |
| Icon Wealth Advisors, LLC | 0.02% | Add +9.9% | 4,446 | $261K |
| Argent Trust Co | 0.01% | No change | 4,831 | $255K |
| Retirement Planning Co of New England, Inc. | 0.10% | Reduce -0.9% | 5,072 | $255K |
| Equitable Trust Co. | 0.01% | No change | 4,809 | $254K |
| Harvest Investment Services, LLC | 0.05% | Reduce -18.0% | 4,794 | $253K |
| Impact Partnership Wealth, LLC | 0.03% | No change | 4,756 | $251K |
| Private Advisory Group LLC | 0.02% | Reduce -1.4% | 4,743 | $250K |
| HBW Advisory Services LLC | 0.03% | Reduce -17.7% | 4,717 | $249K |
| Wealth Analytics Partners, LLC | 0.10% | No change | 4,710 | $249K |
| Certuity, LLC | 0.02% | No change | 4,695 | $248K |
| Leavell Investment Management, Inc. | 0.01% | Reduce -40.1% | 4,675 | $247K |
| Sterling Investment Counsel, LLC | 0.07% | No change | 4,665 | $246K |
| Joel Isaacson & Co., LLC | 0.01% | No change | 4,608 | $243K |
| Mill Creek Capital Advisors, LLC | 0.01% | No change | 4,588 | $242K |
| PlanVest Financial, Inc | 0.18% | — | 4,583 | $242K |
| Allworth Financial LP | 0.00% | Reduce -1.2% | 4,581 | $242K |
| Genesis Financial Group, LLC | 0.16% | No change | 4,550 | $240K |
| Lifeworks Advisors, LLC | 0.03% | Reduce -18.1% | 4,546 | $240K |
| COFG Advisors, LLC | 0.06% | Reduce -0.3% | 4,543 | $240K |
| Edge Wealth Management LLC | 0.04% | No change | 4,538 | $239K |
| Cornerstone Wealth Management, LLC | 0.01% | Reduce -5.4% | 4,529 | $239K |
| Abound Financial, LLC | 0.10% | No change | 4,504 | $238K |
| Cornerstone Wealth Group, LLC | 0.02% | Reduce -4.5% | 4,054 | $237K |
| Triton Wealth Management, PLLC | 0.09% | Add +5.2% | 4,396 | $236K |
| Sandbox Financial Partners, LLC | 0.07% | No change | 4,464 | $236K |
| Blackhawk Capital Partners, LLC | 0.09% | No change | 4,424 | $233K |
| Second Half Financial Partners, LLC | 0.11% | New | 4,423 | $233K |
| FWG Holdings, LLC | 0.09% | Reduce -51.1% | 4,291 | $233K |
| LMG Wealth Partners, LLC | 0.04% | Add +3.4% | 4,385 | $231K |
| Rossby Financial, LCC | 0.05% | Add +3.6% | 4,355 | $231K |
| Focus Partners Advisor Solutions, LLC | 0.00% | New | 4,357 | $230K |
| Schnieders Capital Management, Llc. | 0.04% | No change | 4,284 | $226K |
| Lighthouse Wealth Management Inc. | 0.15% | New | 4,271 | $225K |
| Park Avenue Securities LLC | 0.00% | Reduce -35.4% | 4,253 | $224K |
| Harbour Investments, Inc. | 0.00% | Add +296.8% | 4,234 | $223K |
| Bogart Wealth, LLC | 0.01% | Add +18.3% | 4,205 | $222K |
| Sunbelt Securities, Inc. | 0.01% | Reduce -22.6% | 4,201 | $222K |
| Bank of America Corp. | 0.00% | Add +53.9% | 4,161 | $220K |
| Flagstar Securities, Inc. | 0.08% | Add +26.0% | 4,099 | $216K |
| NFSG Corp | 0.04% | Reduce -21.2% | 4,082 | $215K |
| Jeppson Wealth Management, LLC | 0.07% | No change | 4,060 | $214K |
| DeDora Capital, Inc. | 0.05% | Reduce -0.3% | 4,047 | $214K |
| Level Financial Advisors | 0.05% | No change | 4,041 | $213K |
| Investmark Advisory Group LLC | 0.09% | No change | 4,038 | $213K |
| Inspire Advisors, LLC | 0.02% | Reduce -10.7% | 4,036 | $213K |
| Panoramic Investment Advisors, LLC | 0.12% | No change | 4,033 | $213K |
| E&G Advisors, LLC | 0.05% | No change | 3,957 | $209K |
| VectorGlobal IAG, Inc. | 0.05% | — | 3,879 | $205K |
| MA Private Wealth | 0.03% | No change | 3,837 | $202K |
| Advance Capital Management, Inc. | 0.01% | Add +21.1% | 3,833 | $202K |
| Zhang Financial LLC | 0.01% | No change | 3,819 | $201K |
| Old Mission Investment Co LLC | 0.05% | No change | 3,817 | $201K |
| HRT Financial LP | 0.00% | New | 3,801 | $200K |
| North Star Investment Management Corp. | 0.01% | Add +5.4% | 3,789 | $200K |
| Hantz Financial Services, Inc. | 0.00% | Add +4.1% | 3,560 | $188K |
| Opal Wealth Advisors, LLC | 0.04% | No change | 3,285 | $173K |
| Parkside Financial Bank & Trust | 0.01% | Add +0.3% | 3,284 | $173K |
| CENTRAL TRUST Co | 0.00% | No change | 3,204 | $169K |
| Sound Income Strategies, LLC | 0.01% | Reduce -6.2% | 3,031 | $161K |
| Sankala Group LLC | 0.12% | No change | 2,914 | $150K |
| Group One Trading LLC | 0.00% | Add +69.3% | 2,790 | $147K |
| Avalon Trust Co | 0.01% | Reduce -19.3% | 2,670 | $141K |
| Kelleher Financial Advisors | 0.04% | Reduce -0.2% | 2,461 | $138K |
| Huntington National Bank | 0.00% | Reduce -12.6% | 2,427 | $128K |
| SOA Wealth Advisors, LLC. | 0.02% | No change | 2,399 | $127K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -12.4% | 2,295 | $121K |
| Wells Fargo & Company | 0.00% | Add +0.5% | 2,256 | $119K |
| Whittier Trust Co. | 0.00% | No change | 2,184 | $119K |
| Wilmar Advisors LLC | 0.10% | Reduce -66.2% | 2,200 | $116K |
| Brown, Lisle/Cummings, Inc. | 0.03% | No change | 2,195 | $116K |
| Highline Wealth Partners LLC | 0.03% | No change | 2,168 | $114K |
| UMB Bank, n.a. | 0.00% | No change | 2,145 | $113K |
| Glass Jacobson Investment Advisors llc | 0.04% | No change | 2,097 | $111K |
| Fairscale Capital, LLC | 0.07% | No change | 2,003 | $106K |
| KERR FINANCIAL PLANNING Corp | 0.07% | Reduce -6.6% | 1,765 | $104K |
| Tidemark, LLC | 0.03% | No change | 1,896 | $100K |
| LFA - Lugano Financial Advisors SA | 0.05% | No change | 1,835 | $97K |
| Valley National Advisers Inc. | 0.01% | No change | 1,823 | $96K |
| Gill Capital Partners, LLC | 0.03% | New | 1,750 | $92K |
| Bullock Wealth Management Group | 0.04% | Add +228.4% | 1,642 | $87K |
| Salem Investment Counselors Inc. | 0.00% | New | 1,648 | $87K |
| Colonial Trust Advisors | 0.01% | Reduce -11.1% | 1,610 | $85K |
| Beacon Investment Advisory Services, Inc. | 0.00% | New | 1,550 | $82K |
| Pinnacle Wealth Planning Services, Inc. | 0.01% | No change | 1,512 | $80K |
| Nova Wealth Management, Inc. | 0.05% | No change | 1,450 | $77K |
| HHM Wealth Advisors, LLC | 0.01% | Reduce -54.1% | 1,444 | $76K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 1,418 | $75K |
| Vision Retirement, LLC | 0.02% | No change | 1,417 | $75K |
| CoreCap Advisors, LLC | 0.00% | Add +216.8% | 1,397 | $74K |
| Jackson, Grant Investment Advisers, Inc. | 0.02% | Reduce -2.5% | 1,352 | $71K |
| Edmond DE Rothschild Holding S.A. | 0.00% | No change | 1,300 | $69K |
| POM Investment Strategies, LLC | 0.08% | Add +1.6% | 1,259 | $66K |
| JDM Financial Group LLC | 0.02% | No change | 1,183 | $62K |
| Investment Research & Advisory Group, Inc. | 0.02% | No change | 1,274 | $62K |
| Tompkins Financial Corp. | 0.00% | No change | 1,141 | $60K |
| Brown Brothers Harriman & Co. | 0.00% | Add +9.3% | 1,061 | $56K |
| MTM Investment Management, LLC | 0.02% | No change | 1,049 | $55K |
| Dunhill Financial, LLC | 0.01% | No change | 1,006 | $53K |
| Smallwood Wealth Investment Management, LLC | 0.03% | Reduce -23.0% | 1,002 | $53K |
| Walsh & Associates, LLC | 0.05% | No change | 1,000 | $53K |
| Atwood & Palmer Inc. | 0.00% | No change | 986 | $52K |
| AdvisorNet Financial, Inc | 0.00% | No change | 950 | $50K |
| Cornerstone Planning Group LLC | 0.01% | No change | 778 | $49K |
| Golden State Wealth Management, LLC | 0.01% | Reduce -6.1% | 920 | $49K |
| Arlington Trust Co LLC | 0.00% | Add +352.0% | 904 | $48K |
| Intesa Sanpaolo S.p.A. | 0.00% | No change | 871 | $46K |
| St Germain D J Co. Inc. | 0.00% | No change | 833 | $44K |
| Wilkerson Advisory Group LLC | 0.01% | No change | 784 | $41K |
| Trust Co | 0.00% | No change | 776 | $41K |
| Essential Partners LLC | 0.01% | No change | 750 | $40K |
| Triumph Capital Management | 0.01% | No change | 737 | $39K |
| Hollencrest Capital Management | 0.00% | Add +480.8% | 726 | $38K |
| Wolff Wiese Magana LLC | 0.02% | No change | 723 | $38K |
| Bear Mountain Capital, Inc. | 0.01% | Add +0.5% | 643 | $38K |
| Redwood Park Advisors LLC | 0.03% | No change | 710 | $37K |
| Roble, Belko & Company, Inc | 0.00% | No change | 710 | $37K |
| Legacy Wealth Managment, LLC | 0.02% | Reduce -15.6% | 700 | $37K |
| Ascentis Wealth Management, LLC | 0.01% | Reduce -19.5% | 678 | $36K |
| Glen Eagle Advisors, LLC | 0.01% | No change | 677 | $36K |
| Bokf, NA | 0.00% | No change | 675 | $36K |
| Avion Wealth | 0.01% | No change | 676 | $35K |
| Creative Financial Designs Inc. | 0.00% | Reduce -0.8% | 657 | $35K |
| Innovative Asset Advisors Group, LLC | 0.02% | — | 618 | $33K |
| Go Invest LLC | 0.01% | Add +13.0% | 573 | $30K |
| Harbor Investment Advisory, LLC | 0.00% | Reduce -20.3% | 568 | $30K |
| JPMorgan Chase & Co. | 0.00% | Reduce -58.6% | 547 | $28K |
| Hurley Capital, LLC | 0.01% | No change | 517 | $27K |
| SWAN Capital LLC | 0.01% | No change | 511 | $27K |
| Noble Wealth Management PBC | 0.01% | Add +16666.7% | 503 | $27K |
| DHJJ Financial Advisors, Ltd. | 0.01% | No change | 502 | $26K |
| Pension & Wealth Management Advisors, Inc. | 0.01% | No change | 500 | $26K |
| JNBA Financial Advisors | 0.00% | No change | 500 | $26K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 496 | $26K |
| Ulland Investment Advisors, LLC | 0.02% | No change | 500 | $26K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 415 | $26K |
| Delta Asset Management LLC | 0.00% | No change | 480 | $25K |
| RHL Group, LLC | 0.02% | Reduce -25.0% | 468 | $25K |
| Root Financial Partners, LLC | 0.00% | No change | 464 | $24K |
| Global Wealth Strategies & Associates | 0.01% | Add +25.1% | 448 | $24K |
| Toth Financial Advisory Corp. | 0.00% | Add +1.1% | 445 | $23K |
| Cary Street Partners Investment Advisory LLC | 0.01% | No change | 432 | $23K |
| Westfuller Advisors, LLC | 0.01% | No change | 427 | $23K |
| Dixon Mitchell Investment Counsel Inc. | 0.00% | No change | 425 | $22K |
| Holos Integrated Wealth LLC | 0.01% | No change | 400 | $21K |
| Addison Advisors LLC | 0.00% | No change | 400 | $21K |
| Osbon Capital Management LLC | 0.02% | Reduce -98.6% | 385 | $20K |
| Strengthening Families & Communities, LLC | 0.00% | New | 361 | $19K |
| Forum Finance Group S.A. | 0.01% | — | 440 | $19K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 359 | $19K |
| Financial Perspectives, Inc | 0.01% | No change | 353 | $19K |
| VSM Wealth Advisory, LLC | 0.01% | No change | 327 | $17K |
| High Note Wealth, LLC | 0.00% | No change | 327 | $17K |
| Evolution Wealth Management Inc. | 0.01% | New | 314 | $17K |
| Lodestone Wealth Management LLC | 0.01% | No change | 308 | $16K |
| TopTier Wealth Management, LLC | 0.01% | New | 300 | $16K |
| Synergy Investment Management, LLC | 0.01% | New | 300 | $16K |
| Oakworth Capital, Inc. | 0.00% | No change | 300 | $16K |
| PFS Partners, LLC | 0.01% | Add +29.8% | 292 | $15K |
| MCF Advisors LLC | 0.00% | New | 292 | $15K |
| Pacific Center for Financial Services | 0.00% | Reduce -41.0% | 280 | $15K |
| Financially Speaking Inc | 0.07% | No change | 275 | $15K |
| MBM Wealth Consultants, LLC | 0.00% | New | 273 | $14K |
| Activest Wealth Management | 0.00% | No change | 270 | $14K |
| Tradewinds Capital Management, LLC | 0.00% | No change | 269 | $14K |
| Game Plan Financial Advisors, LLC | 0.01% | Add +430.0% | 265 | $14K |
| Crewe Advisors LLC | 0.00% | New | 264 | $14K |
| McIlrath & Eck, LLC | 0.00% | Reduce -80.8% | 260 | $14K |
| Kilter Group LLC | 0.01% | No change | 251 | $13K |
| Signature Resources Capital Management, LLC | 0.01% | No change | 236 | $12K |
| Carolina Wealth Advisors, LLC | 0.01% | No change | 235 | $12K |
| Quest 10 Wealth Builders, Inc. | 0.01% | Add +15.7% | 229 | $12K |
| Nvwm, LLC | 0.00% | Reduce -97.2% | 228 | $12K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 227 | $12K |
| Financial Life Planners | 0.01% | New | 224 | $12K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 210 | $11K |
| Strategic Investment Solutions, Inc. | 0.00% | No change | 209 | $11K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 206 | $11K |
| Westside Investment Management, Inc. | 0.00% | No change | 205 | $11K |
| Trask Adam Roland | 0.01% | — | 200 | $11K |
| Kozak & Associates, Inc. | 0.00% | No change | 182 | $10K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 190 | $10K |
| Capital Analysts, LLC | 0.00% | No change | 192 | $10K |
| Atlas Capital Advisors Inc. | 0.00% | No change | 186 | $10K |
| Scarborough Advisors, LLC | 0.00% | New | 184 | $10K |
| Obsidian Cio, LLC | 0.01% | No change | 175 | $9K |
| Axiom Investment Management LLC | 0.01% | — | 170 | $9K |
| Evermay Wealth Management LLC | 0.00% | No change | 166 | $9K |
| Key Capital Management, INC | 0.01% | Reduce -81.4% | 162 | $9K |
| Godfrey Financial Associates, Inc. | 0.01% | No change | 160 | $8K |
| Atlantic Edge Private Wealth Management, LLC | 0.00% | No change | 160 | $8K |
| Assetmark, Inc. | 0.00% | Reduce -8.7% | 158 | $8K |
| Abound Wealth Management | 0.00% | Add +27.9% | 156 | $8K |
| Versant Capital Management, Inc | 0.00% | No change | 151 | $8K |
| National Bank of Canada | 0.00% | Reduce -40.0% | 150 | $8K |
| Quaker Wealth Management, LLC | 0.00% | Add +25.2% | 149 | $8K |
| Bellevue Asset Management, LLC | 0.00% | No change | 145 | $8K |
| Boyd Watterson Asset Management LLC | 0.00% | Reduce -55.8% | 144 | $8K |
| Financial Gravity Asset Management, Inc. | 0.00% | No change | 140 | $7K |
| Wealth Science Advisors LLC | 0.00% | New | 100 | $7K |
| Comprehensive Financial Planning, Inc. | 0.00% | No change | 129 | $7K |
| Jones Financial Companies LLLP | 0.00% | New | 125 | $6K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 107 | $6K |
| Meramec Financial Planners, LLC | 0.00% | No change | 91 | $5K |
| Graney & King, LLC | 0.00% | No change | 100 | $5K |
| Caldwell Sutter Capital, Inc. | 0.00% | No change | 100 | $5K |
| Barrett & Company, Inc. | 0.00% | No change | 100 | $5K |
| Missouri Trust & Investment Co | 0.00% | No change | 100 | $5K |
| Hoey Investments, Inc. | 0.00% | Reduce -60.0% | 100 | $5K |
| Colonial Trust Co / SC | 0.00% | No change | 100 | $5K |
| N.E.W. Advisory Services LLC | 0.00% | Reduce -3.9% | 100 | $5K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 100 | $5K |
| City Holding Co. | 0.00% | No change | 100 | $5K |
| Wall Street Financial Group, Inc. | 0.00% | New | 96 | $5K |
| Caitlin John, LLC | 0.00% | No change | 87 | $5K |
| American National Bank & Trust | 0.00% | Reduce -38.6% | 86 | $5K |
| Cheviot Value Management, LLC | 0.00% | No change | 83 | $4K |
| Clayton Financial Group LLC | 0.00% | Add +60.0% | 80 | $4K |
| Pittenger & Anderson Inc. | 0.00% | Reduce -60.6% | 65 | $3K |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 62 | $3K |
| Gen-Wealth Partners Inc | 0.00% | No change | 60 | $3K |
| Thompson Investment Management, Inc. | 0.00% | No change | 60 | $3K |
| Wellington-Altus USA Inc. | 0.00% | No change | 66 | $3K |
| Nemes Rush Group LLC | 0.00% | No change | 52 | $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 | $2K |
| BOK Financial Private Wealth, Inc. | 0.00% | New | 40 | $2K |
| Friedenthal Financial | 0.00% | No change | 33 | $2K |
| Hager Investment Management Services, LLC | 0.00% | No change | 27 | $1K |
| CVA Family Office, LLC | 0.00% | No change | 26 | $1K |
| Princeton Global Asset Management LLC | 0.00% | No change | 25 | $1K |
| Coastline Trust Co | 0.00% | No change | 22 | $1K |
| Frazier Financial Advisors, LLC | 0.00% | New | 12 | $634 |
| Chilton Capital Management LLC | 0.00% | No change | 11 | $581 |
| Wealth Preservation Advisors, LLC | 0.00% | No change | 11 | $580 |
| Kentucky Trust Co | 0.00% | No change | 11 | $580 |
| Albion Financial Group | 0.00% | No change | 10 | $528 |
| Quadrant Capital Group LLC | 0.00% | No change | 6 | $317 |
| Sunrise Financial Services, LLC | 0.00% | New | 5 | $264 |
| JPL Wealth Management, LLC | 0.00% | New | 2 | $106 |
| Tower Research Capital LLC (TRC) | 0.00% | New | 1 | $53 |
| Arcadia Investment Advisors LLC | 0.00% | No change | 1 | $53 |
"% of holder's portfolio" is GBTC's weight in each manager's 13F, not the share of Grayscale Bitcoin Trust ETF the manager owns.