iShares Bitcoin Trust ETFIBITETF

13F holders, Q3 2024 (September 30)
676holders +77
137new positions
63sold out
4famous investors
$36.09avg. 13F price*

At the end of Q3 2024, 676 institutions reported holding iShares Bitcoin Trust ETF (IBIT) in their 13F filings, up 77 from Q2 2024. 137 opened new positions and 63 sold out. The largest holders were Millennium Management ($849.0M), Goldman Sachs Group Inc. ($461.4M) and IMC-Chicago, LLC ($323.3M). 4 famous investors held it, including Paul Tudor Jones (1.8% of Tudor Investment Corporation's portfolio), Israel Englander (0.8% of Millennium Management's portfolio) and David E. Shaw (0.1% of D. E. Shaw & Co.'s portfolio).

Company
iShares Bitcoin Trust ETF
CUSIP
46438F101
Latest filing quarter
Q2 2026

History

Number of 13F holders

05001,0001,5002,000 Q1 2024: 443Q1 2024Q2 2024: 599Q2 2024Q3 2024: 676Q3 2024Q4 2024: 1,113Q4 2024Q1 2025: 1,187Q1 2025Q2 2025: 1,439Q2 2025Q3 2025: 1,629Q3 2025Q4 2025: 1,667Q4 2025Q1 2026: 1,555Q1 2026Q2 2026: 1,477Q2 2026

Total Exit/New Position Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions137$598.0M
Exits63$238.2M

All 13F filers, Q2 2024 → Q3 2024: 58,355,428 shares bought and 24,584,992 shares sold, net +33,770,436 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 676 holders

Millennium Management 0.76% Add +116.0% 23,498,001 $849.0M
Goldman Sachs Group Inc. 0.09% Add +82.7% 12,769,510 $461.4M
IMC-Chicago, LLC 9.33% New 8,949,274 $323.3M
Aristeia Capital, L.L.C. 19.84% Add +48.4% 8,812,980 $318.4M
Capula Management Ltd 3.86% Add +14.9% 8,524,956 $308.0M
Marex Group Ltd 4.98% Reduce -4.2% 6,039,220 $218.2M
Schonfeld Strategic Advisors LLC 1.58% Add +30.1% 5,391,934 $194.8M
Sculptor Capital LP 6.00% Add +58.9% 5,391,565 $194.8M
Morgan Stanley 0.01% Reduce -8.2% 5,050,825 $182.5M
Tudor Investment Corporation 1.76% Add +409.3% 4,428,230 $160.0M
Graham Capital Management, L.P. 7.42% Add +38.8% 3,827,189 $138.3M
CRCM LP 81.55% Add +38.5% 3,486,955 $126.0M
State of Wisconsin Investment Board 0.26% Reduce -0.3% 2,889,251 $104.4M
BlackRock, Inc. 0.00% — 2,554,553 $92.3M
Hound Partners, LLC 22.44% Reduce -1.7% 2,480,836 $89.6M
Maplelane Capital, LLC 9.58% Add +96.5% 2,276,000 $82.2M
Susquehanna International Group, LLP 0.14% Add +563.4% 2,210,819 $79.9M
D. E. Shaw & Co. 0.11% Reduce -17.6% 2,173,308 $78.5M
Pine Ridge Advisers LLC 7.39% No change 2,055,185 $74.3M
Anson Funds Management LP 9.14% Reduce -19.8% 1,753,586 $63.4M
Pinpoint Asset Management Ltd 12.03% No change 1,551,505 $56.1M
Titan Global Capital Management USA LLC 8.71% Reduce -2.7% 1,543,194 $55.8M
Farallon Capital Management, L.L.C. 0.29% New 1,440,000 $52.0M
Fortress Investment Group LLC 10.76% No change 1,325,000 $47.9M
NINE MASTS CAPITAL Ltd 21.34% Add +3021.9% 1,171,282 $42.3M
Logan Stone Capital, LLC 8.88% Add +8.1% 985,922 $35.6M
Discovery Capital Management, LLC / CT 3.86% New 853,517 $30.8M
Horizon Kinetics Asset Management LLC 0.44% Add +11.9% 805,803 $29.1M
IvyRock Asset Management (HK) Ltd 11.36% Add +0.5% 717,600 $25.9M
Boothbay Fund Management, LLC 0.86% Reduce -68.6% 712,080 $25.7M
Parallax Volatility Advisers, L.P. 0.72% Add +127.6% 660,000 $23.8M
Clear Street Derivatives LLC 0.41% New 655,572 $23.7M
Financial Sense Advisors, Inc. 6.46% Add +22.5% 648,340 $23.4M
LMR Partners LLP 0.64% Add +350.0% 630,000 $22.8M
Yong Rong (HK) Asset Management Ltd 6.61% Reduce -15.1% 625,601 $22.6M
Avenir Tech Ltd 99.47% Reduce -88.5% 614,195 $22.2M
Monolith Management Ltd 12.73% No change 603,300 $21.8M
Ovata Capital Management Ltd 9.17% Add +123.1% 600,268 $21.7M
Cambridge Investment Research Advisors, Inc. 0.07% Add +8.3% 570,654 $20.6M
CloudAlpha Capital Management Limited/Hong Kong 2.67% New 530,000 $19.1M
Parkwood LLC 2.32% No change 527,000 $19.0M
Cantor Fitzgerald, L. P. 1.69% Reduce -5.3% 509,386 $18.4M
Oxler Private Wealth LLC 5.95% Add +1.6% 472,943 $17.1M
Paragon Advisors, LLC 5.38% Add +54.8% 458,111 $16.6M
Mangrove Partners Im, LLC 1.54% No change 434,316 $15.7M
PNC Financial Services Group, Inc. 0.01% Add +38.4% 430,831 $15.6M
Wealthfront Advisers LLC 0.05% Add +74.3% 421,752 $15.2M
Axiom Advisory, LLC 0.13% Add +536.4% 399,773 $13.9M
GenTrust, LLC 0.64% No change 361,304 $13.1M
Symmetry Investments LP 2.62% New 342,135 $12.4M
Private Advisor Group, LLC 0.08% Add +117.9% 335,820 $12.1M
Commonwealth Equity Services, LLC 0.02% Add +10.1% 334,048 $12.1M
Quattro Financial Advisors LLC 3.40% No change 319,100 $12.0M
Two Sigma Investments, LP 0.03% Add +186.3% 331,948 $12.0M
All-Stars Investment Ltd 4.85% Add +24.5% 327,500 $11.8M
Capstone Investment Advisors, LLC 0.40% New 318,475 $11.5M
Focus Partners Wealth 0.04% Add +4102.6% 547,562 $11.5M
Lakewood Capital Management, LP 0.93% Add +1.3% 315,310 $11.4M
Context Capital Management, LLC 34.49% Reduce -22.3% 313,000 $11.3M
HGC Investment Management Inc. 4.67% Reduce -19.8% 311,809 $11.3M
Strong Tower Advisory Services 2.84% Add +51.7% 282,326 $10.2M
Landscape Capital Management, L.L.C. 1.01% Add +44.7% 275,165 $9.9M
Zhang Financial LLC 0.63% Add +8.1% 274,243 $9.9M
Ardmore Road Asset Management LP 1.18% New 253,287 $9.2M
Foundations Investment Advisors, LLC 0.19% Add +79.6% 252,791 $9.1M
Stevens Capital Management LP 1.30% New 252,097 $9.1M
Financial Engines Advisors L.L.C. 0.02% Add +62.2% 251,898 $9.1M
683 Capital Management, LLC 1.03% Add +25.0% 250,000 $9.0M
AlTi Global, Inc. 0.22% New 249,378 $9.0M
Clearline Capital LP 0.79% No change 248,618 $9.0M
Athos Capital Ltd 2.91% Add +22.8% 247,360 $8.9M
Corient Private Wealth LP 0.01% Reduce -23.7% 246,786 $8.9M
Deltec Asset Management LLC 1.73% Reduce -6.9% 242,775 $8.8M
K2 Principal Fund, L.P. 4.35% Add +20.0% 240,001 $8.7M
Jaffetilchin Investment Partners, LLC 0.66% Reduce -1.4% 239,686 $8.7M
Tidal Investments LLC 0.09% Add +12.4% 228,354 $8.3M
X-Square Capital, LLC 2.73% Reduce -0.5% 223,396 $8.1M
Fiduciary Alliance LLC 1.06% Add +16.7% 220,173 $8.0M
JBF Capital, Inc. 1.12% Add +3.5% 208,000 $7.5M
US Bancorp \de 0.01% Add +18.9% 206,763 $7.5M
Mint Tower Capital Management B.V. 7.19% Add +359.7% 201,979 $7.3M
Oliver Lagore Vanvalin Investment Group 1.94% Add +80.7% 201,092 $7.3M
BRIGHT VALLEY CAPITAL Ltd 5.66% Add +14.3% 200,000 $7.2M
Verde Capital Management 2.06% Add +7.6% 189,638 $6.9M
Cerity Partners LLC 0.02% Add +51.9% 188,505 $6.8M
Brookstone Capital Management 0.10% Reduce -2.6% 187,382 $6.8M
Creative Planning 0.01% Add +0.9% 186,104 $6.7M
Moneta Group Investment Advisors LLC 0.10% Add +27.9% 183,982 $6.6M
HighTower Advisors, LLC 0.01% Reduce -2.0% 182,445 $6.6M
Verition Fund Management LLC 0.05% Reduce -77.5% 179,700 $6.5M
Northeast Financial Consultants Inc 0.28% New 175,217 $6.3M
Copperleaf Capital, LLC 4.52% Reduce -11.6% 163,163 $5.9M
Bank of America Corp. 0.00% Add +92.5% 161,268 $5.8M
Squarepoint Ops LLC 0.02% New 159,969 $5.8M
Mariner, LLC 0.01% Add +26.0% 159,812 $5.8M
Clare Market Investments LLC 1.49% Add +29.9% 157,308 $5.7M
Encompass More Asset Management 2.13% New 154,660 $5.6M
ExodusPoint Capital Management, LP 0.06% New 149,900 $5.4M
Kamunting Street Capital Management, L.P. 5.58% No change 149,800 $5.4M
DRW Securities, LLC 0.30% Reduce -70.7% 148,883 $5.4M
NTV Asset Management LLC 0.71% Add +17.0% 147,489 $5.3M
Kestra Advisory Services, LLC 0.03% Add +8.5% 144,956 $5.2M
VCI Wealth Management LLC 2.30% New 143,226 $5.2M
Yarbrough Capital, LLC 0.21% Add +87.4% 140,573 $5.1M
Longitude (Cayman) Ltd. 7.26% Add +34.8% 140,200 $5.1M
Impact Partnership Wealth, LLC 1.14% Add +4.1% 139,790 $5.1M
Sanctuary Advisors, LLC 0.03% Add +723.2% 88,811 $5.0M
Prelude Capital Management, LLC 0.38% Reduce -37.6% 137,592 $5.0M
Macquarie Group Ltd. 0.01% New 132,355 $4.8M
Envestnet Asset Management Inc. 0.00% Add +20.5% 130,691 $4.7M
Bleakley Financial Group, LLC 0.14% Add +27.0% 130,153 $4.7M
LPL Financial LLC 0.00% Add +334.5% 128,547 $4.6M
Vishria Bird Financial Group, LLC 1.70% New 124,293 $4.5M
Proathlete Wealth Management LLC 1.84% Add +0.6% 123,735 $4.5M
Evolution Wealth Advisors, LLC 0.80% Add +275.8% 122,129 $4.4M
Moors & Cabot, Inc. 0.21% Reduce -2.7% 117,868 $4.3M
Epiq Partners, LLC 2.37% Add +8.9% 114,727 $4.1M
Pekin Hardy Strauss, Inc. 0.53% Add +6.9% 113,581 $4.1M
Lifeworks Advisors, LLC 0.79% Add +22.9% 111,383 $4.0M
Edmond DE Rothschild Holding S.A. 0.06% Add +2.7% 110,230 $4.0M
Bridger Management, LLC 1.96% New 108,200 $3.9M
Cresset Asset Management, LLC 0.02% Add +73.8% 107,675 $3.9M
Synergy Asset Management, LLC 0.58% Reduce -1.2% 105,825 $3.8M
Requisite Capital Management, LLC 0.80% Add +33.8% 105,716 $3.8M
Aristides Capital LLC 1.54% Reduce -16.3% 102,920 $3.7M
Mutual Advisors, LLC 0.11% Add +14.4% 94,722 $3.7M
Kingswood Wealth Advisors, LLC 0.26% Add +5.8% 101,188 $3.7M
Global Retirement Partners, LLC 0.11% Add +41.1% 100,817 $3.6M
Ion Asset Management Ltd. 0.24% Reduce -16.7% 100,000 $3.6M
Wesbanco Bank Inc. 0.12% New 99,007 $3.6M
BigSur Wealth Management LLC 0.97% Add +19.6% 97,547 $3.5M
Red Door Wealth Management, LLC 0.57% Add +14.0% 95,351 $3.4M
Captrust Financial Advisors 0.01% Add +6.4% 94,095 $3.4M
LifePro Asset Management 2.07% New 93,589 $3.4M
W1M Asset Management Ltd 0.27% Reduce -7.1% 92,661 $3.3M
CWA Asset Management Group, LLC 0.17% — 90,681 $3.3M
Forte Asset Management LLC 1.73% Add +223.4% 89,705 $3.2M
Wealth Enhancement Advisory Services, LLC 0.01% Add +1.7% 88,517 $3.2M
Cobblestone Asset Management LLC 1.85% Add +10.8% 85,227 $3.1M
Maytree Asset Management Ltd 5.81% Reduce -70.4% 82,300 $3.0M
Cwm, LLC 0.01% Add +126.4% 79,775 $2.9M
Himension Capital (singapore) Pte. LTD. 0.22% Reduce -2.6% 79,215 $2.9M
Sapient Capital LLC 0.06% Reduce -75.1% 79,189 $2.9M
Upper Left Wealth Management, LLC 2.50% Add +67.3% 85,446 $2.9M
Marathon Trading Investment Management LLC 1.33% Add +238.4% 77,600 $2.8M
Park Edge Advisors, LLC 0.80% Add +318.7% 77,182 $2.8M
Traynor Capital Management, Inc. 0.23% Reduce -4.2% 77,167 $2.8M
BlueCrest Capital Management Ltd 1.39% New 77,000 $2.8M
IHT Wealth Management, LLC 0.08% Add +134.4% 76,400 $2.7M
Balyasny Asset Management L.P. 0.01% Add +525.9% 75,107 $2.7M
MRA Advisory Group 1.46% Add +30.3% 74,008 $2.7M
Summit Trail Advisors, LLC 0.07% New 72,672 $2.6M
Pure Portfolios Holdings LLC 0.99% — 72,453 $2.6M
Proficio Capital Partners LLC 0.26% Add +41.1% 71,445 $2.6M
Keebeck Wealth Management 0.37% Reduce -4.5% 70,593 $2.6M
Avestar Capital, LLC 0.26% Reduce -0.7% 66,469 $2.4M
CSS LLC 0.42% Add +96.9% 64,000 $2.3M
Corecam Pte. Ltd. 1.51% New 63,950 $2.3M
Empowered Funds, LLC 0.04% New 63,600 $2.3M
Old Mission Capital LLC 0.05% Add +99.3% 62,433 $2.3M
Mill Creek Capital Advisors, LLC 0.05% New 61,609 $2.2M
Dakota Wealth Management 0.05% Add +6.2% 61,418 $2.2M
Insigneo Advisory Services, LLC 0.21% Add +2.7% 58,636 $2.1M
Trek Financial, LLC 0.16% Reduce -52.1% 57,680 $2.1M
Edge Capital Group, LLC 0.09% Add +110.1% 57,506 $2.1M
CIBC Private Wealth Group LLC 0.00% Reduce -9.7% 56,048 $2.0M
Financial Futures Ltd Liability Co. 1.16% Add +3.9% 55,959 $2.0M
Royal Bank of Canada 0.00% Add +1406.6% 55,941 $2.0M
Bokf, NA 0.04% New 57,735 $2.0M
Glaxis Capital Management, LLC 7.76% No change 55,000 $2.0M
Udine Wealth Management, Inc. 1.38% Add +4.3% 54,289 $2.0M
Nkcfo LLC 0.93% Add +125.0% 54,000 $2.0M
Neuberger Berman Group LLC 0.00% Add +0.6% 52,354 $1.9M
Bellecapital International Ltd. 0.37% Reduce -9.2% 50,875 $1.8M
Titleist Asset Management, LLC 0.27% New 50,783 $1.8M
Panoramic Investment Advisors, LLC 1.27% — 50,716 $1.8M
Scotia Capital Inc. 0.01% Add +6.6% 50,038 $1.8M
Stelac Advisory Services LLC 0.72% Add +19.8% 49,492 $1.8M
Transcend Capital Advisors, LLC 0.12% Add +12.6% 49,205 $1.8M
NewEdge Wealth, LLC 0.03% Add +103.8% 48,399 $1.7M
NewEdge Advisors, LLC 0.01% Add +26.3% 47,006 $1.7M
Executive Wealth Management, LLC 0.13% Reduce -0.5% 46,715 $1.7M
Genesee Capital Advisors, LLC 0.81% Add +0.9% 46,688 $1.7M
Blue Investment Partners LLC 0.67% Add +16.5% 44,910 $1.6M
Baker Avenue Asset Management, LP 0.05% Add +8.1% 44,724 $1.6M
Signal Advisors Wealth, LLC 0.22% New 43,411 $1.6M
Belpointe Asset Management LLC 0.09% Add +276.3% 43,278 $1.6M
Obsidian Cio, LLC 0.33% Add +8.9% 43,277 $1.6M
Maripau Wealth Management LLC 1.35% Add +11.3% 43,262 $1.6M
Visionary Wealth Advisors 0.09% Add +1.3% 42,609 $1.5M
Kingsview Wealth Management, LLC 0.03% Add +7.0% 42,502 $1.5M
Secure Asset Management, LLC 0.26% Add +4.4% 42,189 $1.5M
Schechter Investment Advisors, LLC 0.11% Add +130.9% 42,133 $1.5M
Choreo, LLC 0.02% Reduce -1.3% 43,091 $1.5M
Compagnie Lombard Odier SCmA 0.02% Reduce -3.2% 41,580 $1.5M
Rothschild Investment LLC 0.10% Add +3.8% 40,975 $1.5M
Wakefield Asset Management LLLP 0.47% Reduce -1.2% 40,197 $1.5M
Rathbones Group PLC 0.01% Add +0.9% 39,860 $1.4M
Mercer Global Advisors Inc. 0.00% Add +1.2% 39,673 $1.4M
Mgo One Seven LLC 0.06% Add +33.8% 38,004 $1.4M
Integrated Wealth Concepts LLC 0.02% Add +17.4% 37,552 $1.4M
B. Riley Wealth Advisors, Inc. 0.04% Add +32.2% 38,078 $1.4M
Montz Harcus Wealth Management LLC 0.79% No change 37,457 $1.4M
Commerce Bank 0.01% Reduce -7.6% 37,168 $1.3M
Townsquare Capital LLC 0.02% Add +20.7% 36,627 $1.3M
Traphagen Investment Advisors LLC 0.13% Add +0.2% 36,607 $1.3M
Activest Wealth Management 0.41% Reduce -3.7% 36,565 $1.3M
Acorn Financial Advisory Services Inc. 0.23% Reduce -46.2% 36,282 $1.3M
DC Investments Management, LLC 0.91% No change 35,844 $1.3M
Betterment LLC 0.00% Add +36.7% 35,498 $1.3M
Amtrust Financial Services, Inc. 0.61% No change 35,000 $1.3M
Gerber Kawasaki Wealth & Investment Management 0.06% Add +9.5% 34,601 $1.3M
Bordeaux Wealth Advisors LLC 0.23% New 34,552 $1.2M
Resurgent Financial Advisors LLC 0.73% Add +10.0% 34,224 $1.2M
Objective Capital Management, LLC 0.72% — 34,012 $1.2M
Advisory Services Network, LLC 0.03% No change 35,798 $1.2M
HRT Financial LP 0.01% Reduce -46.1% 33,676 $1.2M
Pachira Investments Inc. 0.93% New 33,596 $1.2M
SeaCrest Wealth Management, LLC 0.13% Reduce -19.1% 33,323 $1.2M
Barometer Capital Management Inc. 0.34% Add +15.9% 32,800 $1.2M
Solstein Capital, LLC 0.62% Add +1.8% 32,363 $1.2M
Private Capital Advisors, Inc. 0.13% Add +0.7% 31,998 $1.2M
Empower Advisory Group, LLC 0.00% Add +9.7% 31,730 $1.1M
Signature Wealth Management Group 0.45% Add +12.8% 31,307 $1.1M
Sequoia Financial Advisors, LLC 0.01% Add +46.9% 31,024 $1.1M
Franklin Resources Inc. 0.00% New 29,470 $1.1M
Almanack Investment Partners, LLC. 0.17% Add +3.4% 30,375 $1.1M
Aveo Capital Partners, LLC 0.12% Add +45.1% 30,087 $1.1M
HCR Wealth Advisors 0.14% Add +144.8% 29,975 $1.1M
Vista Finance, LLC 1.46% Reduce -5.6% 29,930 $1.1M
Rpo LLC 1.68% Add +79.8% 29,857 $1.1M
Patton Albertson Miller Group, LLC 0.15% Add +122.1% 29,581 $1.1M
Mountain Capital Investment Advisors Inc. 0.23% Add +9.5% 20,537 $1.0M
Central Asset Investments & Management Holdings (HK) Ltd 1.56% No change 29,000 $1.0M
Farther Finance Advisors, LLC 0.04% Add +33.2% 28,986 $1.0M
Beacon Pointe Advisors, LLC 0.01% Add +23.1% 27,843 $1.0M
Arkadios Wealth Advisors 0.06% Add +12.5% 27,704 $1.0M
Integrated Advisors Network LLC 0.05% Add +20.2% 27,411 $990K
Gradient Investments LLC 0.02% Add +11.8% 26,887 $971K
Vienna Asset Management LLC 0.71% Add +131.6% 26,642 $963K
KADENSA CAPITAL Ltd 0.25% New 26,533 $959K
Granby Capital Management, LLC 0.49% No change 26,452 $956K
Cibc World Market Inc. 0.00% Add +37.1% 26,401 $954K
Bellwether Advisors, LLC 0.18% No change 26,270 $949K
Marshall Wace, LLP 0.00% Reduce -75.0% 26,223 $947K
GTS Securities LLC 0.02% New 26,180 $946K
Cetera Investment Advisers 0.00% New 25,445 $919K
Park Avenue Securities LLC 0.01% New 25,440 $919K
Perigon Wealth Management, LLC 0.02% Add +186.2% 25,297 $914K
WESCAP Management Group, Inc. 0.23% Add +6.5% 24,899 $900K
Sage Investment Advisers LLC 0.94% Add +3.3% 24,745 $894K
Deane Retirement Strategies, Inc. 0.43% Add +0.1% 24,393 $881K
Matrix Private Capital Group LLC 0.51% Add +18.6% 24,375 $881K
Brown Advisory Inc. 0.00% Add +32.6% 23,982 $866K
Lake Street Advisors Group, LLC 0.04% Reduce -0.2% 23,809 $860K
Bull Oak Capital, LLC 0.49% Add +15.9% 23,696 $856K
IPG Investment Advisors LLC 0.19% No change 23,665 $855K
First United Bank & Trust 0.31% Add +19.2% 23,510 $849K
Addison Capital Co 0.34% Add +8.3% 23,417 $846K
Formidable Asset Management, LLC 0.13% Add +54.7% 23,135 $836K
Independent Financial Group, LLC 0.03% Add +125.3% 22,810 $824K
JTC Employer Solutions Trustee Ltd 0.05% Add +57.5% 22,799 $823K
Csenge Advisory Group 0.04% Add +57.2% 22,757 $818K
Smith, Moore & Co. 0.08% Add +13.6% 22,569 $815K
FNY Investment Advisers, LLC 0.39% Add +91.3% 22,000 $794K
Apeiron RIA LLC 0.23% Add +0.3% 21,892 $791K
Asset Allocation Strategies LLC 0.22% No change 21,620 $781K
Altiora Financial Group, LLC 0.17% Add +74.5% 21,292 $769K
Cary Street Partners Investment Advisory LLC 0.03% Add +47.1% 21,154 $764K
Gould Capital, LLC 0.49% New 20,478 $740K
J. Goldman & Co LP 0.03% New 20,250 $732K
Citadel Advisors 0.00% Reduce -68.2% 20,066 $725K
Cinctive Capital Management LP 0.04% No change 20,000 $723K
Avidian Wealth Enterprises, LLC 0.03% Add +40.3% 19,931 $720K
Ables, Iannone, Moore & Associates, Inc. 0.46% Reduce -0.3% 19,869 $718K
Simplicity Wealth,LLC 0.07% Reduce -83.8% 19,655 $710K
Harbor Investment Advisory, LLC 0.07% Add +3.2% 19,412 $701K
Parallel Advisors, LLC 0.02% Add +28.9% 19,150 $692K
Invesco Ltd. 0.00% Add +16.7% 19,091 $690K
Axxcess Wealth Management, LLC 0.02% Reduce -57.6% 19,083 $689K
Allworth Financial LP 0.00% Add +20.2% 18,999 $686K
Beacon Financial Group 0.07% Add +163.8% 18,993 $686K
CreativeOne Wealth, LLC 0.02% Add +97.9% 18,957 $685K
Johnson Investment Counsel Inc. 0.01% Reduce -41.8% 18,654 $674K
Larson Financial Group LLC 0.04% Add +25.9% 18,649 $674K
Gemmer Asset Management LLC 0.07% Add +11.9% 18,648 $674K
Chicago Partners Investment Group LLC 0.02% Add +3.9% 17,787 $673K
Sovereign Financial Group, Inc. 0.16% Add +24.5% 18,415 $665K
Cape Investment Advisory, Inc. 0.27% Add +1.7% 18,413 $665K
EP Wealth Advisors, LLC 0.01% Add +70.5% 18,392 $664K
Balboa Wealth Partners 0.17% Reduce -14.3% 18,337 $663K
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 0.24% No change 18,000 $650K
Sageworth Trust Co 0.04% Add +21.8% 17,903 $647K
Ackerman Capital Advisors, LLC 0.17% Add +3.4% 17,852 $645K
Fischer Investment Strategies, LLC 0.55% Add +13.8% 17,720 $640K
Texas Capital Bank Wealth Management Services Inc 0.06% No change 17,567 $635K
Wealth Management Associates, Inc. 0.27% New 17,305 $625K
VitalStone Financial, LLC 0.42% Reduce -25.6% 17,213 $622K
Wealthspire Advisors, LLC 0.01% Add +11.1% 17,106 $618K
RFG Advisory, LLC 0.02% Add +70.8% 17,014 $615K
Jupiter Wealth Management LLC 0.31% New 17,000 $614K
Ranch Capital Advisors Inc. 0.29% Add +26.8% 16,995 $614K
Graypoint LLC 0.04% Add +26.9% 16,860 $609K
Archer Investment Corp 0.16% No change 16,521 $597K
Waverly Advisors, LLC 0.01% Add +30.6% 16,445 $594K
FinDec Wealth Services, Inc. 0.34% No change 16,383 $592K
Kerrisdale Advisers, LLC 0.20% New 16,205 $585K
Jefferies Financial Group Inc. 0.01% Reduce -96.4% 16,177 $584K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.09% Add +5.5% 16,150 $584K
Sloy Dahl & Holst, LLC 0.10% No change 16,056 $580K
DDD Partners, LLC 0.06% Add +6.1% 15,952 $576K
Stratos Wealth Partners, LTD. 0.01% Add +69.4% 15,868 $573K
Old National Bancorp 0.01% No change 15,813 $571K
Birch Hill Investment Advisors LLC 0.03% No change 15,800 $571K
RIA Advisory Group LLC 0.20% — 15,582 $563K
First Hawaiian Bank 0.02% Add +55.1% 15,511 $560K
Atria Investments, Inc 0.01% New 15,448 $558K
O'Neil Global Advisors, Inc. 0.14% New 15,400 $556K
1832 Asset Management L.P. 0.00% Add +142.5% 15,355 $555K
Forvis Mazars Wealth Advisors, LLC 0.01% Add +101.1% 15,155 $548K
Williams Jones Wealth Management, LLC. 0.01% Add +3.6% 15,091 $545K
Mesirow Financial Investment Management, Inc. 0.01% Add +2.8% 14,990 $542K
LWM Advisory Services, LLC 0.40% No change 14,875 $537K
Evergreen Capital Management LLC 0.02% New 14,775 $534K
Avitas Wealth Management LLC 0.07% Add +15.9% 14,716 $532K
M Holdings Securities, Inc. 0.13% Reduce -21.5% 14,602 $528K
Wedbush Securities Inc. 0.02% Reduce -10.0% 14,596 $527K
Unique Wealth, LLC 0.12% Add +18.4% 14,573 $527K
Aptus Capital Advisors, LLC 0.01% Add +53.8% 14,537 $525K
Chilton Capital Management LLC 0.02% Add +49.1% 14,433 $521K
Gilbert & Cook, Inc. 0.07% Add +1.4% 14,426 $521K
Stonehage Fleming Financial Services Holdings Ltd 0.01% Add +30.5% 14,324 $518K
Watershed Private Wealth LLC 0.21% New 14,320 $517K
Global Strategic Investment Solutions, LLC 0.06% No change 14,185 $513K
Americana Partners, LLC 0.03% No change 14,138 $511K
Nicolet Bankshares Inc. 0.10% New 14,119 $510K
HUB Investment Partners, LLC 0.02% Add +2.9% 14,083 $509K
Simon Quick Advisors, LLC 0.03% No change 14,072 $508K
Basso Capital Management, L.P. 0.47% No change 14,000 $506K
Muhlenkamp & Co. Inc. 0.15% No change 14,000 $506K
WealthShield Partners, LLC 0.07% Add +9.4% 13,926 $503K
Arete Wealth Advisors, LLC 0.04% Reduce -12.9% 13,827 $499K
Smithfield Trust Co 0.02% Add +9.2% 13,732 $496K
Coston, McIsaac & Partners 0.14% No change 13,619 $492K
Truist Financial Corp. 0.00% Add +38.9% 13,610 $492K
Evercore Wealth Management, LLC 0.01% Add +75.7% 13,500 $488K
Sterling Investment Advisors, Ltd. 0.12% Add +49.8% 13,385 $484K
LBMC Investment Advisors, LLC 0.04% New 13,370 $483K
Modera Wealth Management, LLC 0.01% Add +96.9% 13,339 $482K
Focus Partners Advisor Solutions, LLC 0.01% New 13,321 $481K
LM Advisors LLC 0.10% Add +1.2% 13,305 $481K
Accel Wealth Management 0.18% Add +0.4% 13,270 $479K
Compound Planning, Inc. 0.03% Add +38.8% 13,195 $477K
Lansing Street Advisors 0.17% Add +61.4% 13,150 $475K
Shepherd Kaplan Krochuk, LLC 0.36% No change 13,127 $474K
Rinkey Investments 0.15% Add +120.4% 13,012 $470K
Walleye Trading LLC 0.01% Reduce -31.9% 12,958 $468K
Tamar Securities, LLC 0.07% Add +16.3% 12,856 $464K
LexAurum Advisors, LLC 0.10% No change 12,793 $462K
Blackhawk Capital Partners, LLC 0.24% Add +9.1% 12,629 $456K
Chesapeake Capital Corp. 0.41% Reduce -3.5% 12,164 $455K
SteelPeak Wealth, LLC 0.02% Add +23.1% 12,449 $450K
Walkner Condon Financial Advisors LLC 0.09% New 12,298 $444K
SAM Advisors, LLC 0.16% New 12,193 $441K
EverSource Wealth Advisors, LLC 0.03% Add +56.3% 12,053 $435K
Freestone Capital Holdings, LLC 0.01% Add +15.6% 12,022 $434K
Verde Servicos Internacionais S.A. 0.20% New 12,000 $434K
Kestra Private Wealth Services, LLC 0.01% Reduce -10.8% 12,002 $434K
Independent Family Office, LLC 0.22% New 11,900 $430K
World Investment Advisors 0.01% Add +31.1% 11,888 $430K
Philadelphia Trust Co. 0.03% New 11,711 $423K
Keybank National Association 0.00% Add +57.2% 11,513 $416K
Knightsbridge Asset Management, LLC 0.09% Add +14.0% 11,350 $410K
DeDora Capital, Inc. 0.11% Add +8.4% 11,318 $409K
Pathstone Holdings, LLC 0.00% Add +35.2% 11,281 $408K
Catalyst Private Wealth, LLC 0.20% Reduce -1.5% 11,222 $405K
Capital Wealth Alliance, LLC 0.24% Add +10.9% 11,220 $405K
Summit Global Investments 0.03% Add +3.3% 11,214 $405K
CAP Partners, LLC 0.30% Add +8.3% 11,144 $403K
Commonwealth Financial Services, LLC 0.08% No change 11,407 $401K
Global Assets Advisory, LLC 0.22% New 11,404 $401K
Patriot Investment Management Group, Inc. 0.03% No change 11,065 $400K
Jane Street Group, LLC 0.00% Reduce -99.8% 11,026 $398K
HB Wealth Management, LLC 0.00% Add +13.6% 11,011 $398K
Commonwealth Retirement Investments LLC 0.17% Add +83.3% 11,000 $397K
GW Henssler & Associates Ltd. 0.02% Add +0.1% 10,867 $393K
Savant Capital, LLC 0.00% Add +42.1% 10,864 $393K
Garde Capital, Inc. 0.03% Add +0.0% 10,780 $389K
Black Swift Group, LLC 0.09% Add +7.0% 10,700 $387K
Duncan Williams Asset Management, LLC 0.21% New 10,600 $383K
Wellington Shields Capital Management, LLC 0.07% New 10,560 $382K
Chiron Investment Management, LLC 0.13% Reduce -59.8% 10,520 $380K
Grant Street Asset Management, Inc. 0.11% No change 10,500 $379K
Centaurus Financial, Inc. 0.02% Add +18.8% 10,438 $377K
Magnus Financial Group LLC 0.04% New 10,431 $377K
Mirador Capital Partners LP 0.07% Add +4.0% 10,057 $363K
MADDEN SECURITIES Corp 0.16% No change 10,000 $361K
Pegasus Partners Ltd. 0.03% New 10,000 $361K
Equitable Holdings, Inc. 0.00% New 10,000 $361K
Masso Torrence Wealth Management Inc. 0.19% Add +15.4% 9,999 $361K
Optivise Advisory Services LLC 0.19% Add +3.5% 9,868 $357K
Cozad Asset Management Inc. 0.03% Reduce -14.3% 9,824 $355K
GSG Advisors LLC 0.12% Add +25.7% 10,059 $353K
Pine Valley Investments Ltd Liability Co 0.02% New 9,759 $353K
Mosley Wealth Management 0.24% New 9,110 $351K
Venture Visionary Partners LLC 0.02% New 9,685 $350K
Narus Financial Partners, LLC 0.12% Add +21.4% 9,633 $348K
Bray Capital Advisors 0.09% New 9,620 $348K
Prime Capital Investment Advisors, LLC 0.00% Add +0.3% 9,605 $347K
Black Diamond Financial, LLC 0.06% Reduce -6.1% 9,597 $347K
Clay Northam Wealth Management, LLC 0.24% Add +14.6% 9,595 $347K
Fernwood Investment Management, LLC 0.11% Add +6.2% 9,584 $346K
PFG Investments, LLC 0.02% Add +40.3% 9,575 $346K
MAI Capital Management 0.00% Reduce -12.1% 9,557 $345K
Fort Point Capital Partners LLC 0.04% No change 9,469 $342K
Concurrent Investment Advisors, LLC 0.01% Reduce -14.2% 9,447 $341K
OneDigital Investment Advisors LLC 0.00% Add +0.2% 9,434 $341K
Quadcap Wealth Management, LLC 0.05% New 9,283 $335K
Nwam LLC 0.02% New 9,244 $334K
NorthCoast Asset Management LLC 0.00% New 14,570 $333K
Clark Financial Services Group Inc. 0.30% No change 9,180 $332K
Fortis Capital Management LLC 0.07% Reduce -12.8% 9,174 $331K
FAS Wealth Partners, Inc. 0.03% Add +2.9% 9,107 $329K
World Equity Group, Inc. 0.12% Add +31.3% 9,027 $326K
Canton Hathaway, LLC 0.08% Add +12.5% 9,000 $325K
Sound View Wealth Advisors Group, LLC 0.03% Add +4.0% 8,987 $325K
Lido Advisors, LLC 0.00% New 8,958 $324K
Octavia Wealth Advisors, LLC 0.04% New 8,863 $320K
Comerica Bank 0.00% No change 8,783 $317K
Glassman Wealth Services 0.05% No change 8,780 $317K
U.S. Capital Wealth Advisors, LLC 0.01% Reduce -0.6% 8,706 $315K
Pettinga Financial Advisors LLC 0.07% Add +34.8% 8,630 $312K
Compass Ion Advisors, LLC 0.04% Add +0.4% 8,555 $309K
Powell Investment Advisors, LLC 0.14% New 8,445 $305K
Heritage Investors Management Corp. 0.01% New 8,390 $303K
XTX Topco Ltd 0.02% New 8,378 $303K
Continuum Advisory, LLC 0.04% Add +61.1% 6,034 $300K
UBS Group AG 0.00% Add +4.7% 8,266 $299K
Orin Green Financial, LLC 0.13% Add +21.6% 8,263 $299K
Sandbox Financial Partners, LLC 0.11% Add +11.8% 8,256 $298K
Van Hulzen Asset Management, LLC 0.02% Reduce -18.5% 8,173 $295K
Verdence Capital Advisors LLC 0.02% New 8,155 $295K
BlackDiamond Wealth Management, LLC 0.18% New 5,743 $293K
Orion Porfolio Solutions, LLC 0.00% Add +9.4% 8,101 $293K
Orion Portfolio Solutions, LLC 0.00% Add +9.4% 8,101 $293K
Taylor & Morgan Wealth Management, LLC 0.20% New 8,088 $292K
Dorsey & Whitney Trust CO LLC 0.02% No change 8,020 $290K
Peapack Gladstone Financial Corp. 0.00% No change 7,985 $288K
RWQ Financial Management Services, Inc. 0.10% No change 7,800 $282K
NFSG Corp 0.10% Reduce -2.3% 7,768 $281K
CCM Investment Advisers LLC 0.03% New 7,745 $280K
Alpha Cubed Investments, LLC 0.01% No change 7,732 $279K
Allie Family Office LLC 0.15% No change 7,568 $273K
Greenhouse Wealth Management, LLC 0.18% No change 7,313 $273K
Doliver Advisors, LP 0.07% Add +4.9% 7,558 $273K
Thrivent Financial for Lutherans 0.00% Reduce -51.7% 7,490 $271K
Meixler Investment Management, Ltd. 0.20% New 7,492 $271K
Andina Capital Management, LLC 0.20% New 7,424 $268K
Armbruster Capital Management, Inc. 0.05% No change 7,400 $267K
Cypress Wealth Services, LLC 0.06% Add +20.3% 7,365 $266K
Clearstead Advisors, LLC 0.00% Add +11.2% 7,330 $265K
Financial Management Professionals, Inc. 0.03% Add +0.6% 7,231 $261K
Everhart Financial Group, Inc. 0.06% No change 7,144 $258K
Bessemer Group Inc. 0.00% Add +111.9% 7,053 $255K
Avondale Wealth Management 0.17% Reduce -0.4% 7,055 $255K
Beacon Financial Advisory LLC 0.09% New 7,003 $253K
Joel Isaacson & Co., LLC 0.01% New 6,991 $253K
BlueChip Wealth Advisors LLC 0.13% Add +13.2% 6,938 $251K
Verus Financial Partners, Inc. 0.03% New 7,122 $250K
Ethos Financial Group, LLC 0.04% Reduce -52.6% 6,900 $249K
Oarsman Capital, Inc. 0.05% Reduce -10.4% 6,855 $248K
Dynamic Advisor Solutions LLC 0.01% New 6,828 $247K
Watts Gwilliam & Co., LLC 0.05% — 6,960 $246K
Joseph P. Lucia & Associates, LLC 0.11% New 6,747 $244K
Delta Investment Management, LLC 0.05% New 6,739 $243K
Millington Financial Advisors, LLC 0.15% No change 6,719 $243K
HBK Sorce Advisory LLC 0.01% New 6,703 $242K
Stratos Wealth Advisors, LLC 0.01% New 6,659 $241K
Osaic Holdings, Inc. 0.00% Add +31.8% 6,620 $239K
OneAscent Wealth Management LLC 0.09% Reduce -0.3% 6,628 $239K
Apollon Wealth Management, LLC 0.01% Reduce -27.7% 6,486 $234K
Key Client Fiduciary Advisors, LLC 0.11% New 6,452 $233K
Abich Financial Wealth Management LLC 0.52% Reduce -37.0% 6,450 $233K
Dimension Capital Management LLC 0.04% New 6,447 $233K
Smith Anglin Financial, LLC 0.02% New 6,437 $233K
Naviter Wealth, LLC 0.03% Add +0.7% 6,400 $231K
Koshinski Asset Management, Inc. 0.02% Reduce -38.4% 6,396 $231K
Independent Advisor Alliance 0.01% Reduce -42.2% 6,343 $229K
Holistic Financial Partners 0.11% No change 6,337 $229K
Cardiff Park Advisors, LLC 0.02% Reduce -8.1% 6,234 $225K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% New 6,208 $224K
Avid Wealth Partners LLC 0.16% New 6,208 $224K
Fifth Third Bancorp 0.00% Add +8.8% 6,200 $224K
Financial Advocates Investment Management 0.01% New 6,198 $224K
Investment Partners Asset Management, Inc. 0.18% No change 6,193 $224K
Plancorp, LLC 0.01% No change 6,171 $223K
San Luis Wealth Advisors LLC 0.05% No change 6,147 $222K
Insight Advisors, LLC/ PA 0.04% New 6,081 $220K
Advisor Resource Council 0.10% New 6,071 $219K
Correct Capital Wealth Management 0.05% No change 6,070 $219K
Leavell Investment Management, Inc. 0.01% New 6,001 $217K
Zuckerman Investment Group, LLC 0.02% New 6,000 $217K
Fort Washington Investment Advisors Inc. 0.00% New 5,990 $216K
Index Fund Advisors, Inc. 0.01% No change 5,960 $215K
Fermata Advisors, LLC 0.04% New 5,883 $213K
Silvercrest Asset Management Group LLC 0.00% New 5,850 $211K
Graybill Wealth Management, LTD. 0.08% New 5,825 $210K
Cannon Global Investment Management, LLC 0.50% New 5,800 $210K
Great Valley Advisor Group, Inc. 0.01% New 5,703 $206K
Cidel Asset Management Inc. 0.01% New 5,700 $206K
Altus Wealth Group LLC 0.09% New 5,699 $206K
Pallas Capital Advisors LLC 0.01% New 5,196 $202K
Douglass Winthrop Advisors, LLC 0.00% New 5,568 $201K
Cornerstone Planning Group LLC 0.05% No change 4,702 $194K
St Germain D J Co. Inc. 0.01% No change 5,296 $191K
Carolinas Wealth Consulting LLC 0.03% Add +4.3% 4,653 $168K
Blue Trust, Inc. 0.00% Reduce -5.1% 4,669 $159K
Carmichael Hill & Associates, Inc. 0.06% New 4,300 $155K
Signaturefd, LLC 0.00% Reduce -35.7% 4,283 $155K
SouthState Bank Corp 0.01% Reduce -64.9% 4,181 $151K
Ridgewood Investments LLC 0.07% Add +43.4% 3,950 $143K
Princeton Global Asset Management LLC 0.03% No change 3,943 $142K
Global Financial Private Client, LLC 0.05% Add +74.3% 3,858 $139K
Armstrong Advisory Group, Inc. 0.01% No change 3,827 $138K
Ashburton (Jersey) Ltd 0.05% New 3,933 $138K
FPC Investment Advisory, Inc. 0.12% No change 3,823 $138K
IFP Advisors, Inc 0.01% Add +21.6% 3,801 $137K
Headlands Technologies LLC 0.02% Reduce -76.8% 3,787 $137K
Tucker Asset Management LLC 0.03% No change 3,430 $124K
Caitlin John, LLC 0.08% Add +30.8% 2,355 $120K
Covestor Ltd 0.07% Add +26.0% 3,229 $117K
Federation des caisses Desjardins du Quebec 0.00% Add +16.7% 3,028 $109K
Friedenthal Financial 0.06% Add +87.2% 3,023 $109K
First Horizon Advisors, Inc. 0.00% New 3,000 $108K
Toronto Dominion Bank 0.00% No change 3,000 $108K
Winch Advisory Services, LLC 0.03% New 2,965 $107K
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% New 2,700 $98K
Bank Julius Baer & Co. Ltd, Zurich 0.00% Reduce -5.2% 2,239 $96K
Gen-Wealth Partners Inc 0.04% Add +77.3% 2,270 $93K
Lanark Financial, Inc. 0.01% New 2,470 $89K
SJS Investment Consulting Inc. 0.02% Add +45.9% 2,372 $86K
Rosenberg Matthew Hamilton 0.02% Add +47.9% 2,350 $85K
Bogart Wealth, LLC 0.00% Add +76.2% 2,313 $84K
Global Wealth Strategies & Associates 0.03% Add +3.9% 2,284 $83K
ORG Partners LLC 0.01% Add +704.2% 2,284 $83K
AlphaMark Advisors, LLC 0.03% New 2,255 $81K
Eagle Bay Advisors LLC 0.03% Add +1.4% 2,210 $80K
Beaird Harris Wealth Management, LLC 0.01% Reduce -47.8% 2,205 $80K
Hantz Financial Services, Inc. 0.00% Add +102.6% 2,137 $77K
Nemes Rush Group LLC 0.01% No change 1,812 $73K
Lindbrook Capital, LLC 0.01% No change 2,000 $72K
Brown Brothers Harriman & Co. 0.00% Add +55.9% 1,985 $72K
UMB Bank, n.a. 0.00% No change 1,959 $71K
TD Waterhouse Canada Inc. 0.00% No change 1,995 $70K
North Star Investment Management Corp. 0.00% No change 1,900 $69K
Avior Wealth Management, LLC 0.00% Reduce -24.4% 1,854 $67K
Glen Eagle Advisors, LLC 0.01% No change 1,833 $66K
Laurel Wealth Advisors LLC 0.01% New 1,820 $66K
Stone House Investment Management, LLC 0.01% Add +45.6% 1,756 $63K
AdvisorNet Financial, Inc 0.00% No change 1,740 $63K
Indiana Trust & Investment Management Co 0.02% Reduce -12.9% 1,725 $62K
Trust Co. of Vermont 0.00% Add +152.9% 1,644 $59K
Capital Analysts, LLC 0.00% No change 1,625 $59K
SOA Wealth Advisors, LLC. 0.01% Add +38.5% 1,619 $58K
Ancora Advisors LLC 0.00% Add +22.4% 1,536 $55K
Hoey Investments, Inc. 0.01% No change 1,595 $54K
MassMutual Private Wealth & Trust, FSB 0.00% Add +569.8% 1,487 $54K
Bfsg, LLC 0.01% Add +7.3% 1,460 $53K
Baldwin Wealth Partners LLC 0.00% New 1,400 $51K
Hollencrest Capital Management 0.00% Add +3.4% 1,372 $50K
Cedar Mountain Advisors, LLC 0.01% No change 1,362 $49K
Bruce G. Allen Investments, LLC 0.04% No change 1,272 $46K
Fairscale Capital, LLC 0.04% Reduce -40.3% 1,270 $46K
Spectrum Wealth Counsel, LLC 0.01% Reduce -34.3% 1,266 $46K
Burkett Financial Services, LLC 0.02% Add +3.7% 1,211 $44K
WR Wealth Planners, LLC 0.01% Add +197.8% 1,206 $44K
West Financial Advisors, LLC 0.01% New 1,110 $40K
JFS Wealth Advisors, LLC 0.00% No change 1,064 $38K
Glass Jacobson Investment Advisors llc 0.01% Add +40.2% 1,060 $38K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.01% No change 1,040 $38K
Salem Investment Counselors Inc. 0.00% No change 1,025 $37K
Horrell Capital Management, Inc. 0.01% Add +30.5% 1,018 $37K
Smartleaf Asset Management LLC 0.00% No change 975 $36K
Hazlett, Burt & Watson, Inc. 0.02% No change 1,000 $36K
Parkside Financial Bank & Trust 0.01% Reduce -13.1% 993 $36K
Creekmur Asset Management LLC 0.01% Add +34.3% 980 $35K
Manchester Capital Management LLC 0.00% Add +173.1% 912 $33K
International Assets Investment Management, LLC 0.00% No change 900 $33K
Sandy Spring Bank 0.00% Add +19.0% 815 $29K
Asset Dedication, LLC 0.00% Add +52.4% 811 $29K
Gilliland Jeter Wealth Management LLC 0.01% No change 800 $29K
FinTrust Capital Advisors, LLC 0.00% Add +23.6% 786 $28K
Elequin Capital, LP 0.06% Reduce -2.9% 782 $28K
Sound Income Strategies, LLC 0.00% No change 742 $27K
Tortoise Investment Management, LLC 0.00% No change 700 $25K
Private Wealth Management Group, LLC 0.01% No change 691 $25K
Fairway Wealth LLC 0.01% No change 664 $25K
HM Payson & Co. 0.00% No change 676 $24K
Clear Point Advisors Inc. 0.02% Add +3.9% 675 $24K
HighMark Wealth Management LLC 0.01% New 660 $24K
Valley National Advisers Inc. 0.00% No change 614 $22K
Mfa Wealth Advisors, LLC 0.00% New 598 $22K
Concord Wealth Partners 0.00% No change 576 $21K
WASHINGTON TRUST Co 0.00% No change 565 $20K
Brown, Lisle/Cummings, Inc. 0.01% Reduce -62.0% 465 $17K
Whittier Trust Co. 0.00% Add +163.2% 450 $16K
McIlrath & Eck, LLC 0.00% New 447 $16K
DT Investment Partners, LLC 0.00% No change 438 $16K
Pathway Financial Advisers, LLC 0.01% Reduce -0.2% 435 $16K
GoalVest Advisory LLC 0.00% New 404 $15K
CNB Bank 0.01% No change 395 $14K
JPMorgan Chase & Co. 0.00% New 387 $14K
Kathleen S. Wright Associates Inc. 0.01% No change 400 $13K
Johnson Financial Group, Inc. 0.00% Add +221.4% 360 $13K
Macroview Investment Management LLC 0.01% No change 350 $13K
Founders Capital Management 0.01% Add +0.3% 331 $12K
Main Management LLC 0.00% No change 315 $11K
Stephens Consulting, LLC 0.00% New 301 $11K
Game Plan Financial Advisors, LLC 0.01% New 300 $11K
Silicon Valley Capital Partners 0.00% Reduce -70.0% 300 $11K
Bank of New Hampshire 0.00% No change 275 $10K
Fourpath Capital Management, LLC 0.00% New 274 $10K
RE Dickinson Investment Advisors, LLC 0.01% New 263 $10K
Westend Capital Management, LLC 0.00% No change 261 $9K
IFS Advisors, LLC 0.01% No change 260 $9K
Breakwater Investment Management 0.00% Add +44.6% 253 $9K
Arlington Trust Co LLC 0.00% No change 250 $9K
City Holding Co. 0.00% No change 250 $9K
Aspire Private Capital, LLC 0.00% Add +61.2% 245 $9K
Valued Wealth Advisors LLC 0.00% No change 211 $8K
Peoples Bank 0.00% New 200 $7K
M&R Capital Management Inc. 0.00% No change 200 $7K
Crewe Advisors LLC 0.00% No change 200 $7K
Tower Research Capital LLC (TRC) 0.00% Reduce -54.0% 200 $7K
Nvwm, LLC 0.00% No change 185 $7K
Pacific Capital Wealth Advisors, Inc. 0.00% No change 185 $7K
Northwestern Mutual Wealth Management Co. 0.00% Add +2175.0% 182 $7K
Red Tortoise LLC 0.00% New 167 $6K
Salomon & Ludwin, LLC 0.00% Add +5.6% 151 $5K
GHP Investment Advisors, Inc. 0.00% No change 150 $5K
American Capital Advisory, LLC 0.00% New 142 $5K
CENTRAL TRUST Co 0.00% Add +86.7% 140 $5K
Householder Group Estate & Retirement Specialist, LLC 0.00% New 152 $5K
BOK Financial Private Wealth, Inc. 0.00% New 137 $5K
City State Bank 0.00% Add +309.1% 135 $5K
Wilmington Savings Fund Society, FSB 0.00% New 124 $4K
Elevation Wealth Partners, LLC 0.00% Reduce -24.7% 122 $4K
Mb, Levis & Associates, LLC 0.00% New 110 $4K
Pineridge Advisors LLC 0.00% Add +162.5% 105 $4K
Albion Financial Group 0.00% No change 104 $4K
Sittner & Nelson, LLC 0.00% No change 100 $4K
Independence Bank of Kentucky 0.00% New 100 $4K
Venturi Wealth Management, LLC 0.00% Reduce -99.2% 97 $4K
PFS Partners, LLC 0.00% Add +20.5% 94 $3K
Harbour Investments, Inc. 0.00% Add +4500.0% 92 $3K
Financial Perspectives, Inc 0.00% No change 90 $3K
WFA of San Diego, LLC 0.00% New 70 $3K
Truvestments Capital LLC 0.00% New 58 $2K
First PREMIER Bank 0.00% No change 50 $2K
Roble, Belko & Company, Inc 0.00% Add +23.4% 58 $2K
Northwest Capital Management Inc 0.00% No change 52 $2K
Safe Harbor Fiduciary, LLC 0.00% — 51 $2K
Future Financial Wealth Managment LLC 0.00% Reduce -99.9% 50 $2K
Centerpoint Advisors, LLC 0.00% Add +16.7% 35 $1K
Earned Wealth Advisors, LLC 0.00% New 25 $903
Horizon Investments, LLC 0.00% New 25 $903
Moisand Fitzgerald Tamayo, LLC 0.00% Add +100.0% 16 $579
Anchor Investment Management, LLC 0.00% New 15 $542
Berkshire Capital Holdings Inc. 0.00% No change 10 $361
LGT Financial Advisors LLC 0.00% No change 6 $217
HHM Wealth Advisors, LLC 0.00% Add +50.0% 6 $217
Bear Mountain Capital, Inc. 0.00% No change 5 $191
TD Capital Management LLC 0.00% No change 5 $181
Anfield Capital Management, LLC 0.00% New 3 $108
Toth Financial Advisory Corp. 0.00% Reduce -99.9% 2 $73
Wells Fargo & Company 0.00% No change 1 $51

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