iShares Bitcoin Trust ETFIBITETF
13F holders, Q2 2024 (June 30)599holders +156
214new positions
56sold out
6famous investors
$34.11avg. 13F price*
At the end of Q2 2024, 599 institutions reported holding iShares Bitcoin Trust ETF (IBIT) in their 13F filings, up 156 from Q1 2024. 214 opened new positions and 56 sold out. The largest holders were Millennium Management ($371.3M), Capula Management Ltd ($253.3M) and Goldman Sachs Group Inc. ($238.7M). 6 famous investors held it, including Paul Tudor Jones (0.3% of Tudor Investment Corporation's portfolio), Israel Englander (0.3% of Millennium Management's portfolio) and Steve Cohen (0.2% of Point72 Asset Management's portfolio).
- Company
- iShares Bitcoin Trust ETF
- CUSIP
- 46438F101
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 214 | $1.4B |
| Exits | 56 | $401.1M |
All 13F filers, Q1 2024 → Q2 2024: 58,867,809 shares bought and 26,239,377 shares sold, net +32,628,432 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 599 holders
| Millennium Management | 0.32% | Reduce -47.9% | 10,876,442 | $371.3M |
| Capula Management Ltd | 2.83% | New | 7,419,208 | $253.3M |
| Goldman Sachs Group Inc. | 0.05% | New | 6,991,248 | $238.7M |
| Jane Street Group, LLC | 0.24% | New | 6,474,742 | $221.0M |
| Marex Group Ltd | 5.78% | Add +12.4% | 6,306,524 | $215.3M |
| Aristeia Capital, L.L.C. | 13.59% | Add +47.2% | 5,940,411 | $202.8M |
| Morgan Stanley | 0.01% | New | 5,500,627 | $187.8M |
| Avenir Tech Ltd | 47.35% | — | 5,318,870 | $181.6M |
| Schonfeld Strategic Advisors LLC | 1.10% | Reduce -32.4% | 4,145,876 | $141.5M |
| Sculptor Capital LP | 3.68% | Add +188.1% | 3,392,812 | $115.8M |
| State of Wisconsin Investment Board | 0.26% | Add +18.3% | 2,898,051 | $98.9M |
| Graham Capital Management, L.P. | 5.93% | Add +13.0% | 2,757,896 | $94.2M |
| D. E. Shaw & Co. | 0.14% | Add +1657.7% | 2,636,608 | $90.0M |
| Hound Partners, LLC | 17.28% | Add +310.4% | 2,523,456 | $86.2M |
| CRCM LP | 62.86% | Add +5.4% | 2,517,885 | $86.0M |
| Boothbay Fund Management, LLC | 2.66% | Reduce -38.7% | 2,269,423 | $77.5M |
| Anson Funds Management LP | 11.43% | New | 2,186,542 | $74.6M |
| Pine Ridge Advisers LLC | 7.48% | No change | 2,055,185 | $70.2M |
| Point72 Asset Management | 0.19% | New | 1,668,578 | $57.0M |
| Murchinson Ltd. | 12.65% | Add +87.1% | 1,642,535 | $56.1M |
| Titan Global Capital Management USA LLC | 8.63% | Reduce -2.0% | 1,586,750 | $54.2M |
| Pinpoint Asset Management Ltd | 7.46% | Add +4.6% | 1,551,505 | $53.0M |
| Fortress Investment Group LLC | 9.70% | No change | 1,325,000 | $45.2M |
| Maplelane Capital, LLC | 2.97% | Add +70.8% | 1,158,000 | $39.5M |
| Logan Stone Capital, LLC | 8.04% | Add +51.8% | 911,703 | $31.1M |
| Tudor Investment Corporation | 0.33% | New | 869,565 | $29.7M |
| Verition Fund Management LLC | 0.23% | Add +408.6% | 799,602 | $27.3M |
| Hunting Hill Global Capital, LLC | 12.69% | New | 750,262 | $25.6M |
| Yong Rong (HK) Asset Management Ltd | 8.69% | Reduce -34.7% | 736,561 | $25.1M |
| Horizon Kinetics Asset Management LLC | 0.44% | Add +0.4% | 720,040 | $24.6M |
| IvyRock Asset Management (HK) Ltd | 10.38% | Add +55.0% | 714,000 | $24.4M |
| Virtu Financial LLC | 1.56% | New | 652,411 | $22.3M |
| Monolith Management Ltd | 9.49% | No change | 603,300 | $20.6M |
| Cantor Fitzgerald, L. P. | 3.74% | Add +126.5% | 538,104 | $18.4M |
| Financial Sense Advisors, Inc. | 5.72% | Add +1575.9% | 529,335 | $18.1M |
| Parkwood LLC | 2.24% | Add +37.2% | 527,000 | $18.0M |
| Cambridge Investment Research Advisors, Inc. | 0.07% | Add +90.8% | 526,997 | $18.0M |
| DRW Securities, LLC | 1.06% | New | 508,462 | $17.4M |
| Oxler Private Wealth LLC | 5.88% | Add +67.6% | 465,478 | $15.9M |
| Jefferies Financial Group Inc. | 0.33% | New | 454,947 | $15.5M |
| Candlestick Capital Management LP | 0.59% | Add +80.0% | 450,000 | $15.4M |
| Mangrove Partners Im, LLC | 1.36% | New | 434,316 | $14.8M |
| Context Capital Management, LLC | 87.01% | Reduce -9.0% | 403,000 | $13.8M |
| HGC Investment Management Inc. | 6.15% | New | 389,000 | $13.3M |
| GenTrust, LLC | 0.67% | New | 361,304 | $12.3M |
| Flow Traders U.S. LLC | 0.60% | New | 356,472 | $12.2M |
| Susquehanna International Group, LLP | 0.02% | Reduce -42.8% | 333,259 | $11.4M |
| Corient Private Wealth LP | 0.02% | Add +22.9% | 323,273 | $11.0M |
| Quattro Financial Advisors LLC | 2.85% | Reduce -31.9% | 319,100 | $10.9M |
| Sapient Capital LLC | 0.23% | Add +2729.4% | 317,540 | $10.8M |
| Lakewood Capital Management, LP | 0.92% | Add +26.8% | 311,310 | $10.6M |
| PNC Financial Services Group, Inc. | 0.01% | Add +51.2% | 311,300 | $10.6M |
| Commonwealth Equity Services, LLC | 0.02% | Add +18.5% | 303,505 | $10.4M |
| Paragon Advisors, LLC | 3.68% | New | 295,933 | $10.1M |
| Parallax Volatility Advisers, L.P. | 0.29% | New | 290,000 | $9.9M |
| Maytree Asset Management Ltd | 10.00% | Add +21.3% | 278,391 | $9.5M |
| Ovata Capital Management Ltd | 5.02% | No change | 269,068 | $9.2M |
| All-Stars Investment Ltd | 3.20% | New | 263,000 | $9.0M |
| Deltec Asset Management LLC | 1.70% | Add +265.1% | 260,650 | $8.9M |
| Zhang Financial LLC | 0.61% | Add +213.9% | 253,683 | $8.7M |
| Clearline Capital LP | 0.74% | No change | 248,618 | $8.5M |
| Jaffetilchin Investment Partners, LLC | 0.71% | Add +0.8% | 242,991 | $8.3M |
| Wealthfront Advisers LLC | 0.03% | New | 242,042 | $8.3M |
| X-Square Capital, LLC | 2.77% | Add +2.7% | 224,396 | $7.7M |
| Prelude Capital Management, LLC | 0.63% | Add +41.2% | 220,363 | $7.5M |
| Brookstone Capital Management | 0.12% | Add +11.0% | 192,437 | $7.1M |
| Tidal Investments LLC | 0.10% | New | 203,122 | $6.9M |
| Athos Capital Ltd | 4.08% | Add +648.5% | 201,360 | $6.9M |
| JBF Capital, Inc. | 1.06% | New | 201,000 | $6.9M |
| K2 Principal Fund, L.P. | 3.62% | No change | 200,000 | $6.8M |
| 683 Capital Management, LLC | 0.80% | Add +60.0% | 200,000 | $6.8M |
| Fiduciary Alliance LLC | 1.08% | Add +39.4% | 188,668 | $6.6M |
| Landscape Capital Management, L.L.C. | 0.55% | Add +25.1% | 190,165 | $6.5M |
| HighTower Advisors, LLC | 0.01% | Reduce -1.2% | 186,163 | $6.4M |
| Strong Tower Advisory Services | 2.08% | New | 186,074 | $6.4M |
| Copperleaf Capital, LLC | 5.04% | Add +147.1% | 184,657 | $6.3M |
| Creative Planning | 0.01% | Add +38.6% | 184,472 | $6.3M |
| Verde Capital Management | 1.91% | New | 176,272 | $6.0M |
| BRIGHT VALLEY CAPITAL Ltd | 6.74% | New | 175,000 | $6.0M |
| US Bancorp \de | 0.01% | Reduce -2.7% | 173,818 | $5.9M |
| BlackRock Inc. | 0.00% | Add +2.5% | 166,196 | $5.7M |
| Financial Engines Advisors L.L.C. | 0.01% | Add +118.8% | 155,328 | $5.3M |
| Private Advisor Group, LLC | 0.04% | New | 154,120 | $5.3M |
| Bank of Montreal | 0.00% | Add +0.5% | 134,332 | $5.1M |
| Kamunting Street Capital Management, L.P. | 4.74% | Reduce -0.1% | 149,800 | $5.1M |
| Moneta Group Investment Advisors LLC | 0.08% | Add +142.0% | 143,822 | $4.9M |
| Foundations Investment Advisors, LLC | 0.12% | Add +16.5% | 140,722 | $4.8M |
| LMR Partners LLP | 0.13% | Add +1300.0% | 140,000 | $4.8M |
| Ariose Capital Management Ltd | 3.51% | New | 134,588 | $4.6M |
| Impact Partnership Wealth, LLC | 1.20% | Add +168.5% | 134,324 | $4.6M |
| Kestra Advisory Services, LLC | 0.03% | Add +48.1% | 133,555 | $4.6M |
| Mariner, LLC | 0.01% | Add +72.5% | 126,873 | $4.3M |
| NTV Asset Management LLC | 0.62% | Add +38.1% | 126,069 | $4.3M |
| Cerity Partners LLC | 0.01% | New | 124,109 | $4.2M |
| Proathlete Wealth Management LLC | 1.99% | Add +1061.4% | 123,011 | $4.2M |
| Aristides Capital LLC | 1.75% | New | 122,920 | $4.2M |
| Simplicity Wealth,LLC | 0.09% | Add +100.5% | 121,316 | $4.1M |
| Moors & Cabot, Inc. | 0.22% | Add +26.1% | 121,088 | $4.1M |
| Clare Market Investments LLC | 1.15% | Add +99.5% | 121,068 | $4.1M |
| Trek Financial, LLC | 0.33% | Add +0.5% | 120,320 | $4.1M |
| Ion Asset Management Ltd. | 0.27% | Reduce -68.1% | 120,000 | $4.1M |
| Two Sigma Investments, LP | 0.01% | New | 115,948 | $4.0M |
| Nuveen Asset Management, LLC | 0.00% | New | 115,000 | $3.9M |
| Oliver Lagore Vanvalin Investment Group | 1.09% | Add +5464.8% | 111,296 | $3.8M |
| Envestnet Asset Management Inc. | 0.00% | Add +42.6% | 108,497 | $3.7M |
| Edmond DE Rothschild Holding S.A. | 0.06% | Add +3.6% | 107,300 | $3.7M |
| Synergy Asset Management, LLC | 0.57% | Add +105.6% | 107,139 | $3.7M |
| Pekin Hardy Strauss, Inc. | 0.50% | Add +12.1% | 106,233 | $3.6M |
| Epiq Partners, LLC | 2.43% | Add +1.3% | 105,302 | $3.6M |
| Marshall Wace, LLP | 0.01% | New | 104,894 | $3.6M |
| Longitude (Cayman) Ltd. | 5.59% | New | 104,000 | $3.6M |
| Bleakley Financial Group, LLC | 0.10% | Add +69.4% | 102,490 | $3.5M |
| W1M Asset Management Ltd | 0.29% | Add +103.1% | 99,761 | $3.4M |
| Kingswood Wealth Advisors, LLC | 0.29% | Reduce -2.8% | 95,683 | $3.3M |
| Mutual Advisors, LLC | 0.10% | Add +0.2% | 82,780 | $3.2M |
| Lifeworks Advisors, LLC | 0.86% | Reduce -7.7% | 90,637 | $3.1M |
| Captrust Financial Advisors | 0.01% | Add +5.1% | 88,409 | $3.0M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +3.1% | 87,072 | $3.0M |
| Bank of America Corp. | 0.00% | Add +30.6% | 83,759 | $2.9M |
| Red Door Wealth Management, LLC | 0.50% | New | 83,629 | $2.9M |
| Financial Enhancement Group LLC | 0.46% | Add +2.2% | 78,830 | $2.8M |
| BigSur Wealth Management LLC | 0.85% | No change | 81,547 | $2.8M |
| Himension Capital (singapore) Pte. LTD. | 0.20% | New | 81,367 | $2.8M |
| Geneva Partners, LLC | 1.14% | Add +18.1% | 81,307 | $2.8M |
| Traynor Capital Management, Inc. | 0.23% | Reduce -11.1% | 80,534 | $2.7M |
| Requisite Capital Management, LLC | 0.61% | Add +299.6% | 79,034 | $2.7M |
| Howe & Rusling Inc. | 0.24% | Reduce -44.2% | 77,407 | $2.6M |
| Cobblestone Asset Management LLC | 1.70% | New | 76,936 | $2.6M |
| Two Sigma Securities, LLC | 0.12% | Add +721.4% | 75,719 | $2.6M |
| Yarbrough Capital, LLC | 0.11% | New | 75,000 | $2.6M |
| Keebeck Wealth Management | 0.37% | Add +4.8% | 73,953 | $2.5M |
| Dantai Capital Ltd | 2.78% | Add +58.5% | 72,495 | $2.5M |
| Senvest Management, LLC | 0.10% | Reduce -76.9% | 72,438 | $2.5M |
| Global Retirement Partners, LLC | 0.08% | Add +107.4% | 71,443 | $2.4M |
| Axiom Advisory, LLC | 0.03% | New | 62,820 | $2.3M |
| Acorn Financial Advisory Services Inc. | 0.43% | Reduce -34.1% | 67,422 | $2.3M |
| Avestar Capital, LLC | 0.25% | Add +4.9% | 66,904 | $2.3M |
| Citadel Advisors | 0.00% | Reduce -85.7% | 63,186 | $2.2M |
| HRT Financial LP | 0.01% | New | 62,498 | $2.1M |
| Cresset Asset Management, LLC | 0.01% | Add +72.5% | 61,945 | $2.1M |
| Jump Financial, LLC | 0.04% | New | 61,478 | $2.1M |
| Robertson Stephens Wealth Management, LLC | 0.11% | Add +2.0% | 59,671 | $2.0M |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -19.6% | 62,084 | $2.0M |
| Dakota Wealth Management | 0.05% | Add +752.0% | 57,826 | $2.0M |
| MRA Advisory Group | 1.11% | New | 56,787 | $1.9M |
| Bellecapital International Ltd. | 0.41% | Add +96.3% | 56,033 | $1.9M |
| Glaxis Capital Management, LLC | 3.26% | Add +120.0% | 55,000 | $1.9M |
| Financial Futures Ltd Liability Co. | 1.14% | Add +58.9% | 53,875 | $1.8M |
| Udine Wealth Management, Inc. | 1.24% | Add +3.5% | 52,056 | $1.8M |
| Neuberger Berman Group LLC | 0.00% | New | 52,038 | $1.8M |
| Upper Left Wealth Management, LLC | 1.58% | Add +5.2% | 51,090 | $1.7M |
| Insigneo Advisory Services, LLC | 0.20% | New | 57,104 | $1.7M |
| Proficio Capital Partners LLC | 0.18% | Add +350.2% | 50,645 | $1.7M |
| Executive Wealth Management, LLC | 0.29% | Reduce -1.5% | 46,938 | $1.6M |
| Scotia Capital Inc. | 0.01% | Add +227.3% | 46,932 | $1.6M |
| Genesee Capital Advisors, LLC | 0.78% | New | 46,278 | $1.6M |
| Choreo, LLC | 0.03% | New | 43,652 | $1.6M |
| Axxcess Wealth Management, LLC | 0.04% | Add +88.6% | 44,971 | $1.5M |
| Mint Tower Capital Management B.V. | 1.85% | New | 43,940 | $1.5M |
| Transcend Capital Advisors, LLC | 0.11% | New | 43,711 | $1.5M |
| Compagnie Lombard Odier SCmA | 0.02% | Reduce -1.6% | 42,970 | $1.5M |
| Future Financial Wealth Managment LLC | 1.27% | New | 42,364 | $1.4M |
| Visionary Wealth Advisors | 0.09% | Add +212.8% | 42,061 | $1.4M |
| Baker Avenue Asset Management, LP | 0.05% | Reduce -5.5% | 41,361 | $1.4M |
| Stelac Advisory Services LLC | 0.59% | Add +1536.1% | 41,311 | $1.4M |
| SeaCrest Wealth Management, LLC | 0.16% | Add +9.4% | 41,172 | $1.4M |
| Hartree Partners, LP | 0.35% | New | 40,900 | $1.4M |
| Wakefield Asset Management LLLP | 0.49% | Reduce -2.7% | 40,673 | $1.4M |
| Secure Asset Management, LLC | 0.26% | New | 40,420 | $1.4M |
| Commerce Bank | 0.01% | No change | 40,228 | $1.4M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -29.8% | 39,199 | $1.4M |
| Obsidian Cio, LLC | 0.32% | Add +28.0% | 39,746 | $1.4M |
| Kingsview Wealth Management, LLC | 0.03% | Add +14.6% | 39,738 | $1.4M |
| Rathbones Group PLC | 0.01% | No change | 39,500 | $1.3M |
| Rothschild Investment LLC | 0.09% | Add +41.1% | 39,475 | $1.3M |
| Maripau Wealth Management LLC | 0.91% | Add +88.9% | 38,867 | $1.3M |
| Blue Investment Partners LLC | 0.60% | Add +17.3% | 38,546 | $1.3M |
| Activest Wealth Management | 0.43% | Add +11.4% | 37,955 | $1.3M |
| NINE MASTS CAPITAL Ltd | 0.58% | New | 37,518 | $1.3M |
| Montz Harcus Wealth Management LLC | 0.83% | Add +1.8% | 37,457 | $1.3M |
| NewEdge Advisors, LLC | 0.01% | Add +40.7% | 37,227 | $1.3M |
| Traphagen Investment Advisors LLC | 0.14% | Add +3.3% | 36,518 | $1.2M |
| DC Investments Management, LLC | 1.03% | Add +16.6% | 35,844 | $1.2M |
| Advisory Services Network, LLC | 0.03% | Add +39.8% | 35,798 | $1.2M |
| Cwm, LLC | 0.01% | New | 35,236 | $1.2M |
| Amtrust Financial Services, Inc. | 0.61% | No change | 35,000 | $1.2M |
| Wolverine Trading, LLC | 0.02% | New | 34,873 | $1.2M |
| IHT Wealth Management, LLC | 0.04% | Add +24.5% | 32,596 | $1.1M |
| CSS LLC | 0.24% | Add +47.7% | 32,500 | $1.1M |
| Evolution Wealth Advisors, LLC | 0.22% | New | 32,495 | $1.1M |
| Vista Investment Partners LLC | 0.37% | New | 32,455 | $1.1M |
| Johnson Investment Counsel Inc. | 0.01% | Add +57.1% | 32,065 | $1.1M |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -49.5% | 31,998 | $1.1M |
| Solstein Capital, LLC | 0.71% | New | 31,795 | $1.1M |
| Private Capital Advisors, Inc. | 0.12% | Add +14.6% | 31,773 | $1.1M |
| Vista Finance, LLC | 1.66% | New | 31,720 | $1.1M |
| Gerber Kawasaki Wealth & Investment Management | 0.05% | Add +142.9% | 31,588 | $1.1M |
| Northern Trust Corp. | 0.00% | Reduce -23.7% | 31,558 | $1.1M |
| Old Mission Capital LLC | 0.03% | New | 31,320 | $1.1M |
| Resurgent Financial Advisors LLC | 0.66% | Add +51.0% | 31,108 | $1.1M |
| Townsquare Capital LLC | 0.01% | Add +72.6% | 30,348 | $1.0M |
| LPL Financial LLC | 0.00% | Add +23.5% | 29,587 | $1.0M |
| Almanack Investment Partners, LLC. | 0.17% | Add +59.8% | 29,365 | $1.0M |
| Central Asset Investments & Management Holdings (HK) Ltd | 0.69% | Add +38.1% | 29,000 | $990K |
| Empower Advisory Group, LLC | 0.00% | Add +16.8% | 28,931 | $988K |
| Relative Value Partners Group, LLC | 0.13% | New | 28,832 | $984K |
| Lake Street Private Wealth, LLC | 0.13% | New | 28,832 | $984K |
| B. Riley Wealth Advisors, Inc. | 0.03% | New | 28,812 | $984K |
| Mgo One Seven LLC | 0.05% | New | 28,414 | $970K |
| Barometer Capital Management Inc. | 0.37% | Add +16.0% | 28,300 | $966K |
| Signature Wealth Management Group | 0.41% | Reduce -0.6% | 27,751 | $947K |
| Forte Asset Management LLC | 0.56% | New | 27,739 | $947K |
| Edge Capital Group, LLC | 0.05% | No change | 27,366 | $934K |
| Granby Capital Management, LLC | 0.52% | New | 26,452 | $903K |
| Bellwether Advisors, LLC | 0.19% | No change | 26,270 | $897K |
| Chiron Investment Management, LLC | 0.35% | New | 26,134 | $892K |
| Betterment LLC | 0.00% | Add +13.6% | 25,970 | $887K |
| Arkadios Wealth Advisors | 0.06% | Add +10.5% | 24,629 | $841K |
| Deane Retirement Strategies, Inc. | 0.43% | New | 24,363 | $832K |
| Gradient Investments LLC | 0.02% | Add +42832.1% | 24,042 | $821K |
| Nkcfo LLC | 0.45% | New | 24,000 | $819K |
| Sage Investment Advisers LLC | 0.92% | New | 23,945 | $817K |
| Lake Street Advisors Group, LLC | 0.04% | New | 23,855 | $814K |
| NewEdge Wealth, LLC | 0.02% | Add +122.2% | 23,751 | $811K |
| IPG Investment Advisors LLC | 0.18% | Add +30.2% | 23,665 | $808K |
| WESCAP Management Group, Inc. | 0.23% | New | 23,371 | $798K |
| VitalStone Financial, LLC | 0.57% | Add +802.5% | 23,122 | $789K |
| Farther Finance Advisors, LLC | 0.04% | Add +82.5% | 21,766 | $784K |
| Marathon Trading Investment Management LLC | 0.21% | New | 22,929 | $783K |
| Integrated Advisors Network LLC | 0.04% | Reduce -70.4% | 22,808 | $779K |
| Beacon Pointe Advisors, LLC | 0.01% | Reduce -17.4% | 22,611 | $772K |
| Finivi Inc. | 0.62% | New | 21,863 | $746K |
| Apeiron RIA LLC | 0.23% | New | 21,824 | $745K |
| Addison Capital Co | 0.32% | Add +131.0% | 21,620 | $738K |
| Asset Allocation Strategies LLC | 0.25% | Add +39.4% | 21,620 | $738K |
| Balboa Wealth Partners | 0.19% | New | 21,390 | $730K |
| Sequoia Financial Advisors, LLC | 0.01% | Add +40.5% | 21,122 | $721K |
| Aveo Capital Partners, LLC | 0.08% | Add +16.3% | 20,739 | $708K |
| Matrix Private Capital Group LLC | 0.44% | Add +22.3% | 20,545 | $701K |
| Bull Oak Capital, LLC | 0.45% | New | 20,453 | $698K |
| Cinctive Capital Management LP | 0.04% | New | 20,000 | $683K |
| Ables, Iannone, Moore & Associates, Inc. | 0.45% | New | 19,936 | $681K |
| Smith, Moore & Co. | 0.07% | Add +1.0% | 19,861 | $678K |
| Mountain Capital Investment Advisors Inc. | 0.17% | New | 18,750 | $678K |
| First United Bank & Trust | 0.25% | Add +24.3% | 19,730 | $674K |
| Cibc World Market Inc. | 0.00% | Add +93.6% | 19,252 | $657K |
| Walleye Trading LLC | 0.01% | Reduce -82.5% | 19,018 | $649K |
| Chicago Partners Investment Group LLC | 0.02% | New | 17,115 | $643K |
| Harbor Investment Advisory, LLC | 0.07% | New | 18,812 | $642K |
| M Holdings Securities, Inc. | 0.08% | New | 18,601 | $635K |
| Heritage Wealth Partners, LLC | 0.92% | New | 18,557 | $634K |
| Park Edge Advisors, LLC | 0.19% | New | 18,435 | $629K |
| Schechter Investment Advisors, LLC | 0.05% | Add +1.3% | 18,243 | $623K |
| Cape Investment Advisory, Inc. | 0.28% | Add +7.7% | 18,113 | $618K |
| Brown Advisory Inc. | 0.00% | Add +188.8% | 18,085 | $617K |
| IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd | 0.35% | New | 18,000 | $615K |
| Allworth Financial LP | 0.00% | Add +84.1% | 15,811 | $607K |
| Texas Capital Bank Wealth Management Services Inc | 0.06% | No change | 17,567 | $600K |
| Ackerman Capital Advisors, LLC | 0.16% | Add +5.4% | 17,273 | $590K |
| SVB Wealth LLC | 0.01% | Reduce -46.0% | 16,886 | $576K |
| Gemmer Asset Management LLC | 0.06% | Add +73.0% | 16,661 | $569K |
| Rpo LLC | 0.89% | No change | 16,607 | $567K |
| Archer Investment Corp | 0.17% | Add +371.1% | 16,521 | $564K |
| FinDec Wealth Services, Inc. | 0.35% | No change | 16,383 | $559K |
| Invesco Ltd. | 0.00% | New | 16,354 | $558K |
| Headlands Technologies LLC | 0.06% | Add +134.1% | 16,326 | $557K |
| Wedbush Securities Inc. | 0.02% | Reduce -32.4% | 16,220 | $554K |
| Sloy Dahl & Holst, LLC | 0.12% | New | 16,056 | $548K |
| Arete Wealth Advisors, LLC | 0.04% | Add +18.7% | 15,877 | $543K |
| Manatuck Hill Partners, LLC | 0.24% | No change | 15,900 | $543K |
| Old National Bancorp | 0.01% | Add +160.9% | 15,813 | $540K |
| Birch Hill Investment Advisors LLC | 0.03% | No change | 15,800 | $539K |
| Fischer Investment Strategies, LLC | 0.52% | New | 15,565 | $531K |
| Thrivent Financial for Lutherans | 0.00% | Add +12.7% | 15,505 | $529K |
| Wealthspire Advisors, LLC | 0.01% | New | 15,398 | $526K |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.09% | Add +65.4% | 15,310 | $523K |
| DDD Partners, LLC | 0.06% | Add +24.5% | 15,034 | $513K |
| Resolute Advisors LLC | 0.13% | Reduce -63.4% | 15,010 | $512K |
| Formidable Asset Management, LLC | 0.08% | New | 14,952 | $510K |
| LWM Advisory Services, LLC | 0.43% | New | 14,875 | $508K |
| Parallel Advisors, LLC | 0.01% | Add +37.5% | 14,859 | $507K |
| Larson Financial Group LLC | 0.03% | Add +322.9% | 14,814 | $506K |
| Renaissance Technologies | 0.00% | New | 14,800 | $505K |
| Sovereign Financial Group, Inc. | 0.13% | Add +3.3% | 14,792 | $505K |
| Sageworth Trust Co | 0.03% | New | 14,701 | $502K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Add +0.2% | 14,576 | $498K |
| Williams Jones Wealth Management, LLC. | 0.01% | Add +21.7% | 14,561 | $497K |
| Ethos Financial Group, LLC | 0.09% | Reduce -95.8% | 14,561 | $497K |
| Csenge Advisory Group | 0.03% | Add +3.0% | 14,477 | $494K |
| JTC Employer Solutions Trustee Ltd | 0.03% | Add +570.9% | 14,478 | $494K |
| Cary Street Partners Investment Advisory LLC | 0.02% | Add +25.9% | 14,382 | $491K |
| Gilbert & Cook, Inc. | 0.07% | Add +30.7% | 14,227 | $486K |
| Avidian Wealth Enterprises, LLC | 0.02% | Add +9.9% | 14,207 | $485K |
| Global Strategic Investment Solutions, LLC | 0.06% | No change | 14,185 | $484K |
| Americana Partners, LLC | 0.04% | New | 14,138 | $483K |
| 272 Capital LP | 0.24% | Reduce -22.1% | 14,100 | $481K |
| Simon Quick Advisors, LLC | 0.03% | Add +149.4% | 14,072 | $480K |
| Basso Capital Management, L.P. | 0.43% | New | 14,000 | $478K |
| Muhlenkamp & Co. Inc. | 0.15% | New | 14,000 | $478K |
| Coldstream Capital Management Inc. | 0.01% | New | 13,850 | $473K |
| Quadrant Private Wealth Management, LLC | 0.11% | Reduce -6.7% | 13,822 | $472K |
| HUB Investment Partners, LLC | 0.02% | New | 13,693 | $467K |
| Main Street Financial Solutions, LLC | 0.04% | Add +25.3% | 13,649 | $466K |
| Coston, McIsaac & Partners | 0.15% | Add +14.4% | 13,619 | $464K |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -45.9% | 13,454 | $459K |
| Ranch Capital Advisors Inc. | 0.24% | New | 13,408 | $458K |
| Patton Albertson Miller Group, LLC | 0.06% | New | 13,320 | $455K |
| Graypoint LLC | 0.03% | New | 13,284 | $454K |
| Accel Wealth Management | 0.18% | Add +14.5% | 13,220 | $451K |
| LM Advisors LLC | 0.09% | Add +1.0% | 13,150 | $449K |
| Shepherd Kaplan Krochuk, LLC | 0.35% | New | 13,127 | $448K |
| Focus Partners Wealth | 0.00% | Add +36.3% | 13,029 | $445K |
| LexAurum Advisors, LLC | 0.11% | Add +6.8% | 12,793 | $437K |
| WealthShield Partners, LLC | 0.07% | Add +19.3% | 12,733 | $435K |
| Avitas Wealth Management LLC | 0.06% | Reduce -5.6% | 12,698 | $434K |
| Chesapeake Capital Corp. | 0.56% | Reduce -51.4% | 12,611 | $431K |
| Waverly Advisors, LLC | 0.01% | Add +42.0% | 12,595 | $430K |
| Smithfield Trust Co | 0.02% | No change | 12,580 | $429K |
| Venturi Wealth Management, LLC | 0.03% | New | 12,449 | $425K |
| Unique Wealth, LLC | 0.11% | New | 12,310 | $420K |
| HCR Wealth Advisors | 0.06% | Add +128.0% | 12,245 | $418K |
| Altiora Financial Group, LLC | 0.10% | Add +2.6% | 12,198 | $416K |
| Balyasny Asset Management L.P. | 0.00% | New | 12,000 | $410K |
| SouthState Bank Corp | 0.03% | Add +201.8% | 11,926 | $407K |
| Blackhawk Capital Partners, LLC | 0.24% | New | 11,571 | $395K |
| Vienna Asset Management LLC | 0.33% | Add +8.2% | 11,505 | $393K |
| Belpointe Asset Management LLC | 0.03% | Reduce -85.5% | 11,500 | $393K |
| FNY Investment Advisers, LLC | 0.27% | Add +81.7% | 11,500 | $392K |
| Sanctuary Advisors, LLC | 0.00% | — | 10,789 | $392K |
| Cozad Asset Management Inc. | 0.04% | Add +37.3% | 11,470 | $392K |
| OneAscent Financial Services LLC | 0.05% | Add +36.2% | 11,414 | $390K |
| Catalyst Private Wealth, LLC | 0.21% | Add +117.3% | 11,394 | $389K |
| Patriot Investment Management Group, Inc. | 0.03% | No change | 11,065 | $378K |
| Tamar Securities, LLC | 0.06% | New | 11,057 | $377K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +64.2% | 11,006 | $376K |
| Stonehage Fleming Financial Services Holdings Ltd | 0.01% | New | 10,980 | $375K |
| Independent Advisor Alliance | 0.01% | Add +89.9% | 10,970 | $375K |
| MAI Capital Management | 0.00% | Add +14.3% | 10,871 | $371K |
| Summit Global Investments | 0.03% | Add +33.1% | 10,859 | $371K |
| GW Henssler & Associates Ltd. | 0.02% | No change | 10,860 | $371K |
| EP Wealth Advisors, LLC | 0.00% | Add +27.4% | 10,786 | $368K |
| Garde Capital, Inc. | 0.03% | Add +0.0% | 10,777 | $368K |
| Commonwealth Financial Services, LLC | 0.08% | New | 11,407 | $367K |
| Ameraudi Asset Management, Inc. | 0.17% | No change | 10,729 | $366K |
| Fortis Capital Management LLC | 0.08% | Add +32.4% | 10,519 | $359K |
| Grant Street Asset Management, Inc. | 0.11% | New | 10,500 | $358K |
| DeDora Capital, Inc. | 0.11% | Add +76.8% | 10,436 | $356K |
| Freestone Capital Holdings, LLC | 0.01% | Add +39.6% | 10,398 | $355K |
| CAP Partners, LLC | 0.29% | Add +86.5% | 10,288 | $351K |
| Abich Financial Wealth Management LLC | 0.24% | Add +52.5% | 10,236 | $349K |
| Black Diamond Financial, LLC | 0.07% | New | 10,218 | $349K |
| Independent Financial Group, LLC | 0.01% | Reduce -28.9% | 10,125 | $346K |
| Capital Wealth Alliance, LLC | 0.20% | New | 10,113 | $345K |
| SteelPeak Wealth, LLC | 0.02% | Add +50.3% | 10,109 | $345K |
| Compass Ion Advisors, LLC | 0.05% | No change | 8,523 | $345K |
| Koshinski Asset Management, Inc. | 0.03% | New | 10,385 | $342K |
| Van Hulzen Asset Management, LLC | 0.02% | New | 10,023 | $342K |
| MADDEN SECURITIES Corp | 0.15% | New | 10,000 | $341K |
| Black Swift Group, LLC | 0.08% | No change | 10,000 | $341K |
| First Hawaiian Bank | 0.01% | New | 10,000 | $341K |
| RFG Advisory, LLC | 0.01% | New | 9,962 | $340K |
| Kolinsky Wealth Management, LLC | 0.24% | Add +0.8% | 9,956 | $340K |
| Knightsbridge Asset Management, LLC | 0.09% | New | 9,955 | $340K |
| Gibson Capital, LLC | 0.07% | No change | 9,884 | $337K |
| Truist Financial Corp. | 0.00% | Add +17.2% | 9,801 | $335K |
| HB Wealth Management, LLC | 0.00% | New | 9,695 | $331K |
| Blueprint Investment Partners LLC | 0.07% | New | 9,693 | $331K |
| Chilton Capital Management LLC | 0.01% | Add +82.9% | 9,683 | $331K |
| Mirador Capital Partners LP | 0.06% | New | 9,673 | $330K |
| CreativeOne Wealth, LLC | 0.02% | New | 9,581 | $327K |
| Prime Capital Investment Advisors, LLC | 0.00% | New | 9,576 | $327K |
| Optivise Advisory Services LLC | 0.18% | — | 9,532 | $325K |
| Compound Planning, Inc. | 0.02% | Add +71.5% | 9,508 | $325K |
| Fort Point Capital Partners LLC | 0.04% | Add +7.0% | 9,469 | $323K |
| Aptus Capital Advisors, LLC | 0.01% | Add +27.8% | 9,454 | $323K |
| OneDigital Investment Advisors LLC | 0.00% | Add +55.1% | 9,415 | $321K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +11.9% | 9,369 | $320K |
| Clark Financial Services Group Inc. | 0.33% | No change | 9,180 | $313K |
| World Investment Advisors | 0.02% | New | 9,065 | $309K |
| Fernwood Investment Management, LLC | 0.10% | Add +31.5% | 9,029 | $308K |
| Apollon Wealth Management, LLC | 0.01% | Add +22.6% | 8,974 | $306K |
| Sterling Investment Advisors, Ltd. | 0.08% | Add +3.5% | 8,935 | $305K |
| FAS Wealth Partners, Inc. | 0.03% | Add +10.1% | 8,852 | $302K |
| Perigon Wealth Management, LLC | 0.01% | Add +9.2% | 8,839 | $302K |
| Centaurus Financial, Inc. | 0.02% | Add +8.9% | 8,783 | $300K |
| Comerica Bank | 0.00% | Add +58.0% | 8,783 | $300K |
| Glassman Wealth Services | 0.06% | No change | 8,780 | $300K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | Add +64.4% | 8,756 | $299K |
| Masso Torrence Wealth Management Inc. | 0.16% | Add +5.3% | 8,662 | $296K |
| Whalen Wealth Management Inc. | 0.23% | Add +9.2% | 8,656 | $296K |
| Sound View Wealth Advisors Group, LLC | 0.03% | Add +2.2% | 8,643 | $295K |
| Sassicaia Capital Advisers LLC | 1.17% | Reduce -86.7% | 8,500 | $290K |
| Midland Wealth Advisors, LLC | 0.02% | New | 8,467 | $289K |
| GSG Advisors LLC | 0.10% | New | 8,000 | $288K |
| EverSource Wealth Advisors, LLC | 0.02% | Add +0.6% | 7,712 | $287K |
| Clay Northam Wealth Management, LLC | 0.22% | Add +0.9% | 8,375 | $286K |
| Pathstone Holdings, LLC | 0.00% | Add +34.3% | 8,344 | $285K |
| Lansing Street Advisors | 0.12% | Add +23.9% | 8,147 | $278K |
| Dorsey & Whitney Trust CO LLC | 0.02% | No change | 8,020 | $274K |
| Canton Hathaway, LLC | 0.07% | Add +14.3% | 8,000 | $273K |
| Peapack Gladstone Financial Corp. | 0.00% | Add +31.2% | 7,985 | $272K |
| NFSG Corp | 0.10% | Reduce -2.7% | 7,951 | $271K |
| Narus Financial Partners, LLC | 0.11% | New | 7,934 | $271K |
| UBS Group AG | 0.00% | Add +119.3% | 7,895 | $270K |
| RWQ Financial Management Services, Inc. | 0.10% | Add +1.3% | 7,800 | $266K |
| Alpha Cubed Investments, LLC | 0.01% | New | 7,732 | $264K |
| Levin Capital Strategies, L.P. | 0.03% | Add +54.0% | 7,700 | $263K |
| Walleye Capital LLC | 0.00% | New | 7,700 | $263K |
| Evercore Wealth Management, LLC | 0.00% | Add +6.6% | 7,685 | $262K |
| Oarsman Capital, Inc. | 0.06% | New | 7,655 | $261K |
| Savant Capital, LLC | 0.00% | New | 7,647 | $261K |
| Allie Family Office LLC | 0.16% | No change | 7,568 | $258K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | New | 7,535 | $257K |
| Vantage Financial Partners, LLC | 0.07% | New | 7,410 | $253K |
| Orion Porfolio Solutions, LLC | 0.00% | New | 7,407 | $253K |
| Orion Portfolio Solutions, LLC | 0.00% | New | 7,407 | $253K |
| Armbruster Capital Management, Inc. | 0.05% | New | 7,400 | $253K |
| Sandbox Financial Partners, LLC | 0.10% | New | 7,386 | $252K |
| Keybank National Association | 0.00% | New | 7,325 | $250K |
| Greenhouse Wealth Management, LLC | 0.18% | No change | 7,313 | $250K |
| Encompass Wealth Advisors, LLC | 0.07% | Reduce -10.4% | 7,247 | $247K |
| Doliver Advisors, LP | 0.07% | New | 7,208 | $246K |
| Beacon Financial Group | 0.03% | Add +5.0% | 7,200 | $246K |
| Financial Management Professionals, Inc. | 0.03% | Add +3.0% | 7,186 | $245K |
| Everhart Financial Group, Inc. | 0.06% | New | 7,144 | $244K |
| Avondale Wealth Management | 0.17% | New | 7,085 | $242K |
| World Equity Group, Inc. | 0.07% | Add +35.9% | 6,876 | $235K |
| Perennial Investment Advisors, LLC | 0.03% | New | 6,863 | $234K |
| PFG Investments, LLC | 0.02% | New | 6,825 | $233K |
| Orin Green Financial, LLC | 0.11% | New | 6,795 | $232K |
| Cardiff Park Advisors, LLC | 0.02% | Add +22.9% | 6,782 | $232K |
| Modera Wealth Management, LLC | 0.00% | Add +14.4% | 6,774 | $231K |
| Millington Financial Advisors, LLC | 0.16% | New | 6,719 | $229K |
| Signaturefd, LLC | 0.00% | Add +116.3% | 6,663 | $227K |
| Coordinated Financial Services, Inc. | 0.20% | New | 6,650 | $227K |
| OneAscent Wealth Management LLC | 0.12% | New | 6,650 | $227K |
| Clearstead Advisors, LLC | 0.00% | Add +161.5% | 6,590 | $225K |
| Buckingham Strategic Wealth, LLC | 0.00% | Reduce -5.8% | 6,484 | $221K |
| Pettinga Financial Advisors LLC | 0.05% | Add +26.8% | 6,400 | $219K |
| Naviter Wealth, LLC | 0.03% | No change | 6,356 | $217K |
| Holistic Financial Partners | 0.11% | New | 6,337 | $216K |
| 1832 Asset Management L.P. | 0.00% | New | 6,332 | $216K |
| Investment Partners Asset Management, Inc. | 0.19% | Add +0.6% | 6,193 | $211K |
| Plancorp, LLC | 0.01% | New | 6,171 | $211K |
| San Luis Wealth Advisors LLC | 0.05% | New | 6,147 | $210K |
| Jackson Square Capital, LLC | 0.05% | New | 6,147 | $210K |
| Soltis Investment Advisors LLC | 0.02% | New | 6,132 | $209K |
| BlueChip Wealth Advisors LLC | 0.12% | New | 6,129 | $209K |
| Cypress Wealth Services, LLC | 0.05% | New | 6,124 | $209K |
| Correct Capital Wealth Management | 0.05% | Reduce -43.5% | 6,070 | $207K |
| Commonwealth Retirement Investments LLC | 0.09% | Reduce -45.5% | 6,000 | $205K |
| Index Fund Advisors, Inc. | 0.01% | New | 5,960 | $203K |
| Rinkey Investments | 0.07% | Add +4.5% | 5,904 | $202K |
| Blue Trust, Inc. | 0.00% | No change | 4,919 | $199K |
| Fifth Third Bancorp | 0.00% | Add +60.8% | 5,700 | $195K |
| St Germain D J Co. Inc. | 0.01% | New | 5,296 | $181K |
| Osaic Holdings, Inc. | 0.00% | Add +143.8% | 5,023 | $171K |
| Carolinas Wealth Consulting LLC | 0.03% | Add +2.1% | 4,460 | $152K |
| Beaird Harris Wealth Management, LLC | 0.01% | Add +14.6% | 4,226 | $144K |
| Cornerstone Planning Group LLC | 0.04% | Add +9304.0% | 4,702 | $143K |
| FPC Investment Advisory, Inc. | 0.13% | No change | 3,823 | $141K |
| Princeton Global Asset Management LLC | 0.03% | New | 3,943 | $135K |
| Armstrong Advisory Group, Inc. | 0.01% | New | 3,827 | $131K |
| Continuum Advisory, LLC | 0.02% | Add +35.5% | 3,746 | $128K |
| Royal Bank of Canada | 0.00% | Reduce -66.2% | 3,713 | $127K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Reduce -38.1% | 3,663 | $125K |
| Banque Cantonale Vaudoise | 0.00% | New | 3,465 | $118K |
| Tucker Asset Management LLC | 0.03% | Add +8265.9% | 3,430 | $117K |
| Bessemer Group Inc. | 0.00% | Add +107.2% | 3,328 | $114K |
| IFP Advisors, Inc | 0.00% | Add +7.8% | 3,125 | $107K |
| Lazard Asset Management LLC | 0.00% | Add +109.6% | 3,060 | $104K |
| Toth Financial Advisory Corp. | 0.01% | Add +150000.0% | 3,002 | $102K |
| Toronto Dominion Bank | 0.00% | No change | 3,000 | $102K |
| Pension & Wealth Management Advisors, Inc. | 0.06% | Reduce -32.3% | 2,996 | $102K |
| Mather Group, Llc. | 0.00% | New | 2,504 | $101K |
| Ridgewood Investments LLC | 0.05% | New | 2,755 | $94K |
| Bank Julius Baer & Co. Ltd, Zurich | 0.00% | New | 2,362 | $90K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +29.4% | 2,594 | $89K |
| Covestor Ltd | 0.06% | Reduce -3.3% | 2,563 | $88K |
| Avior Wealth Management, LLC | 0.00% | Add +295.8% | 2,454 | $84K |
| Fairscale Capital, LLC | 0.07% | — | 2,126 | $79K |
| Global Financial Private Client, LLC | 0.03% | No change | 2,213 | $76K |
| Global Wealth Strategies & Associates | 0.03% | New | 2,199 | $75K |
| Eagle Bay Advisors LLC | 0.05% | Add +68.0% | 2,179 | $74K |
| TD Waterhouse Canada Inc. | 0.00% | Add +122.9% | 1,995 | $72K |
| Lindbrook Capital, LLC | 0.01% | No change | 2,000 | $68K |
| Indiana Trust & Investment Management Co | 0.02% | Add +500.0% | 1,980 | $68K |
| UMB Bank, n.a. | 0.00% | New | 1,959 | $67K |
| Spectrum Wealth Counsel, LLC | 0.01% | New | 1,926 | $66K |
| North Star Investment Management Corp. | 0.00% | No change | 1,900 | $65K |
| Glen Eagle Advisors, LLC | 0.01% | Add +18.8% | 1,833 | $63K |
| Nemes Rush Group LLC | 0.01% | No change | 1,812 | $62K |
| Caitlin John, LLC | 0.04% | Reduce -5.8% | 1,800 | $61K |
| AdvisorNet Financial, Inc | 0.01% | New | 1,740 | $59K |
| Rosenberg Matthew Hamilton | 0.02% | New | 1,589 | $57K |
| Capital Analysts, LLC | 0.00% | Add +8.3% | 1,625 | $56K |
| SJS Investment Consulting Inc. | 0.01% | Add +215.1% | 1,626 | $56K |
| Friedenthal Financial | 0.03% | Reduce -17.0% | 1,615 | $55K |
| Hoey Investments, Inc. | 0.01% | New | 1,595 | $54K |
| Summit Securities Group LLC | 0.02% | New | 1,539 | $53K |
| Cedar Mountain Advisors, LLC | 0.01% | Add +39.1% | 1,362 | $46K |
| Bfsg, LLC | 0.01% | Add +34.6% | 1,360 | $46K |
| Hollencrest Capital Management | 0.00% | Add +256.7% | 1,327 | $45K |
| Bogart Wealth, LLC | 0.00% | Reduce -3.0% | 1,313 | $45K |
| Gen-Wealth Partners Inc | 0.02% | Reduce -13.5% | 1,280 | $44K |
| Brown Brothers Harriman & Co. | 0.00% | New | 1,273 | $43K |
| Bruce G. Allen Investments, LLC | 0.04% | New | 1,272 | $43K |
| Ancora Advisors LLC | 0.00% | Reduce -3.5% | 1,255 | $43K |
| Brown, Lisle/Cummings, Inc. | 0.01% | New | 1,225 | $42K |
| Stone House Investment Management, LLC | 0.01% | Add +164.5% | 1,206 | $41K |
| SOA Wealth Advisors, LLC. | 0.01% | New | 1,169 | $40K |
| Burkett Financial Services, LLC | 0.02% | Add +94.0% | 1,168 | $40K |
| Parkside Financial Bank & Trust | 0.01% | Add +138.1% | 1,143 | $39K |
| GFS Advisors, LLC | 0.01% | New | 152,898 | $38K |
| JFS Wealth Advisors, LLC | 0.00% | Add +90.0% | 1,064 | $36K |
| Hantz Financial Services, Inc. | 0.00% | Add +4.5% | 1,055 | $36K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | New | 1,040 | $36K |
| Salem Investment Counselors Inc. | 0.00% | No change | 1,025 | $35K |
| Silicon Valley Capital Partners | 0.00% | New | 1,000 | $34K |
| Smartleaf Asset Management LLC | 0.01% | New | 975 | $34K |
| Hazlett, Burt & Watson, Inc. | 0.02% | No change | 1,000 | $34K |
| International Assets Investment Management, LLC | 0.00% | New | 900 | $31K |
| Elequin Capital, LP | 0.02% | Reduce -81.2% | 805 | $27K |
| Gilliland Jeter Wealth Management LLC | 0.01% | No change | 800 | $27K |
| Horrell Capital Management, Inc. | 0.01% | New | 780 | $27K |
| Glass Jacobson Investment Advisors llc | 0.01% | New | 756 | $26K |
| Sound Income Strategies, LLC | 0.00% | No change | 742 | $25K |
| Creekmur Asset Management LLC | 0.01% | No change | 730 | $25K |
| Institutional & Family Asset Management, LLC | 0.00% | New | 714 | $24K |
| Tortoise Investment Management, LLC | 0.00% | New | 700 | $24K |
| Private Wealth Management Group, LLC | 0.01% | New | 691 | $24K |
| Sandy Spring Bank | 0.00% | Add +39.8% | 685 | $23K |
| HM Payson & Co. | 0.00% | Add +5.0% | 676 | $23K |
| Fairway Wealth LLC | 0.01% | New | 664 | $23K |
| Clear Point Advisors Inc. | 0.02% | Reduce -40.5% | 650 | $22K |
| Trust Co. of Vermont | 0.00% | No change | 650 | $22K |
| FinTrust Capital Advisors, LLC | 0.00% | No change | 636 | $22K |
| Valley National Advisers Inc. | 0.00% | Add +8.9% | 614 | $20K |
| Concord Wealth Partners | 0.00% | No change | 576 | $20K |
| WASHINGTON TRUST Co | 0.00% | New | 565 | $19K |
| Asset Dedication, LLC | 0.00% | New | 532 | $18K |
| DT Investment Partners, LLC | 0.00% | No change | 438 | $15K |
| Pathway Financial Advisers, LLC | 0.01% | New | 436 | $15K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +335.0% | 435 | $15K |
| Kathleen S. Wright Associates Inc. | 0.01% | New | 400 | $15K |
| WR Wealth Planners, LLC | 0.00% | No change | 405 | $14K |
| CNB Bank | 0.01% | New | 395 | $13K |
| Macroview Investment Management LLC | 0.01% | Add +66.7% | 350 | $12K |
| Manchester Capital Management LLC | 0.00% | Reduce -95.2% | 334 | $11K |
| Founders Capital Management | 0.01% | Add +26.4% | 330 | $11K |
| Main Management LLC | 0.00% | No change | 315 | $11K |
| ORG Partners LLC | 0.00% | New | 284 | $10K |
| Westend Capital Management, LLC | 0.00% | New | 261 | $9K |
| Bank of New Hampshire | 0.00% | New | 275 | $9K |
| IFS Advisors, LLC | 0.01% | New | 260 | $9K |
| Arlington Trust Co LLC | 0.00% | New | 250 | $9K |
| City Holding Co. | 0.00% | New | 250 | $9K |
| Strategic Financial Concepts, LLC | 0.00% | New | 29,489 | $8K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | New | 222 | $8K |
| Valued Wealth Advisors LLC | 0.00% | No change | 211 | $7K |
| M&R Capital Management Inc. | 0.00% | New | 200 | $7K |
| Crewe Advisors LLC | 0.00% | New | 200 | $7K |
| Nvwm, LLC | 0.00% | No change | 185 | $6K |
| Pacific Capital Wealth Advisors, Inc. | 0.00% | No change | 185 | $6K |
| Kelly Financial Services LLC | 0.00% | No change | 182 | $6K |
| Breakwater Investment Management | 0.00% | No change | 175 | $6K |
| Ibex Wealth Advisors | 0.00% | New | 171 | $6K |
| Whittier Trust Co. | 0.00% | New | 171 | $6K |
| Elevation Wealth Partners, LLC | 0.00% | New | 162 | $6K |
| Aspire Private Capital, LLC | 0.00% | No change | 152 | $5K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 150 | $5K |
| Salomon & Ludwin, LLC | 0.00% | Add +43.0% | 143 | $5K |
| National Bank of Canada | 0.00% | No change | 135 | $5K |
| Johnson Financial Group, Inc. | 0.00% | New | 112 | $4K |
| Albion Financial Group | 0.00% | New | 104 | $4K |
| Sittner & Nelson, LLC | 0.00% | No change | 100 | $3K |
| WFA Asset Management Corp | 0.00% | New | 90 | $3K |
| Financial Perspectives, Inc | 0.00% | No change | 90 | $3K |
| PFS Partners, LLC | 0.00% | New | 78 | $3K |
| CENTRAL TRUST Co | 0.00% | New | 75 | $3K |
| RFP Financial Group LLC | 0.00% | No change | 69 | $2K |
| First PREMIER Bank | 0.00% | New | 50 | $2K |
| Roble, Belko & Company, Inc | 0.00% | New | 47 | $2K |
| Northwest Capital Management Inc | 0.00% | New | 52 | $2K |
| Scarborough Advisors, LLC | 0.00% | No change | 40 | $1K |
| Pineridge Advisors LLC | 0.00% | New | 40 | $1K |
| City State Bank | 0.00% | New | 33 | $1K |
| Centerpoint Advisors, LLC | 0.00% | No change | 30 | $1K |
| Berkshire Capital Holdings Inc. | 0.00% | No change | 10 | $341 |
| CBIZ Investment Advisory Services, LLC | 0.00% | No change | 10 | $341 |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 8 | $274 |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -61.9% | 8 | $273 |
| LGT Financial Advisors LLC | 0.00% | New | 6 | $205 |
| TD Capital Management LLC | 0.00% | New | 5 | $171 |
| Bear Mountain Capital, Inc. | 0.00% | No change | 5 | $164 |
| HHM Wealth Advisors, LLC | 0.00% | Add +300.0% | 4 | $137 |
| Harbour Investments, Inc. | 0.00% | No change | 2 | $68 |
| Wells Fargo & Company | 0.00% | New | 1 | $44 |
| FMR LLC | 0.00% | Reduce -50.0% | 1 | $34 |
"% of holder's portfolio" is IBIT's weight in each manager's 13F, not the share of iShares Bitcoin Trust ETF the manager owns.