iShares Bitcoin Trust ETFIBITETF

13F holders, Q4 2024 (December 31)
1,113holders +437
389new positions
45sold out
6famous investors
$53.13avg. 13F price*

At the end of Q4 2024, 1,113 institutions reported holding iShares Bitcoin Trust ETF (IBIT) in their 13F filings, up 437 from Q3 2024. 389 opened new positions and 45 sold out. The largest holders were Millennium Management ($1.6B), Brevan Howard Capital Management LP ($1.4B) and Goldman Sachs Group Inc. ($1.3B). 6 famous investors held it, including Paul Tudor Jones (4.5% of Tudor Investment Corporation's portfolio), Israel Englander (1.4% of Millennium Management's portfolio) and David E. Shaw (0.6% 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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions389$3.6B
Exits45$488.3M

All 13F filers, Q3 2024 → Q4 2024: 185,973,525 shares bought and 29,493,252 shares sold, net +156,480,273 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,113 holders

Millennium Management 1.42% Add +27.0% 29,850,198 $1.6B
Brevan Howard Capital Management LP 34.69% New 25,567,302 $1.4B
Goldman Sachs Group Inc. 0.24% Add +88.6% 24,077,861 $1.3B
Jane Street Group, LLC 1.38% Add +145914.0% 16,099,500 $854.1M
Symmetry Investments LP 40.25% Add +3605.8% 12,678,808 $672.6M
Sculptor Capital LP 15.50% Add +127.3% 12,257,525 $650.3M
Avenir Tech Ltd 99.27% Add +1738.8% 11,293,797 $599.1M
D. E. Shaw & Co. 0.61% Add +344.8% 9,667,431 $512.9M
Capula Management Ltd 3.36% Add +8.7% 9,268,886 $491.7M
Mubadala Investment Co PJSC 2.14% New 8,235,533 $436.9M
Tudor Investment Corporation 4.54% Add +81.8% 8,048,552 $427.0M
Farallon Capital Management, L.L.C. 2.04% Add +404.1% 7,259,100 $385.1M
Jericho Capital Asset Management L.P. 5.40% New 7,128,000 $378.1M
Galaxy Group Investments LLC 50.45% — 6,837,590 $362.7M
DRW Securities, LLC 24.12% Add +4423.6% 6,734,918 $357.3M
Marex Group Ltd 6.09% Add +11.4% 6,730,601 $357.1M
Schonfeld Strategic Advisors LLC 2.22% Add +23.1% 6,636,457 $352.1M
State of Wisconsin Investment Board 0.83% Add +109.8% 6,060,351 $321.5M
Morgan Stanley 0.02% Reduce -3.8% 4,861,083 $257.9M
Susquehanna International Group, LLP 0.35% Add +99.9% 4,419,046 $234.4M
CRCM LP 64.97% Reduce -13.6% 3,012,125 $159.8M
Macquarie Group Ltd. 0.19% Add +2092.8% 2,902,292 $154.0M
Point72 Asset Management 0.43% New 2,860,969 $151.8M
BlackRock, Inc. 0.00% Add +2.0% 2,605,102 $138.2M
Barclays PLC 0.07% New 2,473,064 $131.2M
Graham Capital Management, L.P. 6.11% Reduce -38.6% 2,347,889 $124.6M
Pine Ridge Advisers LLC 10.42% Add +7.4% 2,208,075 $117.1M
Weiss Asset Management LP 3.19% New 1,944,105 $103.1M
Nwi Management LP 7.98% New 1,900,000 $100.8M
ParaFi Capital LP 24.00% — 1,887,501 $100.1M
Bank of Montreal 0.05% New 1,883,760 $99.9M
Anson Funds Management LP 11.72% Add +0.3% 1,757,951 $93.3M
Cantor Fitzgerald, L. P. 3.33% Add +221.3% 1,636,754 $86.8M
Jefferies Financial Group Inc. 0.99% Add +9887.8% 1,615,731 $85.7M
RK Capital Management, LLC 7.03% New 1,591,200 $84.4M
NINE MASTS CAPITAL Ltd 15.56% Add +29.6% 1,518,200 $80.5M
Pinpoint Asset Management Ltd 13.95% Reduce -4.4% 1,483,578 $78.7M
IMC-Chicago, LLC 2.07% Reduce -84.0% 1,433,002 $76.0M
ExodusPoint Capital Management, LP 0.78% Add +849.9% 1,423,900 $75.5M
Fortress Investment Group LLC 11.17% No change 1,325,000 $70.3M
Clear Street Derivatives LLC 0.92% Add +98.6% 1,301,848 $69.1M
BlueCrest Capital Management Ltd 4.04% Add +1433.8% 1,181,027 $62.7M
Corvex Management LP 2.27% New 1,175,000 $62.3M
Verition Fund Management LLC 0.29% Add +494.3% 1,067,926 $56.7M
Citadel Advisors 0.05% Add +5196.0% 1,062,691 $56.4M
Boothbay Fund Management, LLC 1.77% Add +48.1% 1,054,338 $55.9M
Logan Stone Capital, LLC 18.39% Add +5.0% 1,035,315 $54.9M
Alyeska Investment Group, L.P. 0.18% New 912,328 $48.4M
Horizon Kinetics Asset Management LLC 0.58% Add +7.3% 864,272 $45.8M
Betterment LLC 0.10% Add +2064.3% 768,272 $40.8M
Maplelane Capital, LLC 4.35% Reduce -66.8% 754,897 $40.0M
LPL Financial LLC 0.02% Add +485.4% 752,583 $39.9M
Castle Hook Partners LP 0.83% New 732,884 $38.9M
Titan Global Capital Management USA LLC 5.75% Reduce -53.7% 714,457 $37.9M
Ratan Capital Management LP 5.13% New 630,000 $33.4M
Financial Sense Advisors, Inc. 11.18% Reduce -3.2% 627,469 $33.3M
Hudson Bay Capital Management LP 0.24% New 615,155 $32.6M
IvyRock Asset Management (HK) Ltd 14.44% Reduce -14.6% 612,600 $32.5M
BRIGHT VALLEY CAPITAL Ltd 21.37% Add +202.5% 605,000 $32.1M
PNC Financial Services Group, Inc. 0.02% Add +36.5% 588,032 $31.2M
Hunting Hill Global Capital, LLC 13.92% New 584,289 $31.0M
Rubric Capital Management LP 0.53% New 553,353 $29.4M
Cambridge Investment Research Advisors, Inc. 0.09% Reduce -6.8% 531,954 $28.2M
Elequin Capital, LP 4.34% Add +67452.4% 528,260 $28.0M
Discovery Capital Management, LLC / CT 1.91% Reduce -38.9% 521,523 $27.7M
Wealthfront Advisers LLC 0.08% Add +22.8% 517,899 $27.5M
Aristides Capital LLC 8.53% Add +399.9% 514,498 $27.3M
Monolith Management Ltd 13.84% Reduce -14.8% 513,869 $27.3M
Lakewood Capital Management, LP 2.55% Add +62.6% 512,760 $27.2M
Commonwealth Equity Services, LLC 0.04% Add +51.8% 507,011 $26.9M
Oxler Private Wealth LLC 8.72% Add +5.8% 500,274 $26.5M
All-Stars Investment Ltd 8.66% Add +36.2% 446,000 $23.7M
Mariner, LLC 0.04% Add +178.4% 444,974 $23.6M
Flow Traders U.S. LLC 0.92% New 436,470 $23.2M
Verde Servicos Internacionais S.A. 9.94% Add +3525.8% 435,100 $23.1M
Ovata Capital Management Ltd 8.57% Reduce -29.8% 421,268 $22.5M
Context Capital Management, LLC 32.72% Add +34.5% 421,000 $22.3M
Private Advisor Group, LLC 0.13% Add +25.0% 419,781 $22.3M
Bank of America Corp. 0.00% Add +154.6% 410,560 $21.8M
Paragon Advisors, LLC 7.37% Reduce -11.6% 405,212 $21.5M
Copperleaf Capital, LLC 13.49% Add +146.0% 401,427 $21.3M
Two Sigma Investments, LP 0.05% Add +14.9% 381,434 $20.2M
KADENSA CAPITAL Ltd 2.41% Add +1308.8% 373,790 $19.8M
GenTrust, LLC 0.85% Add +1.8% 367,689 $19.5M
Clear Street LLC 0.38% New 360,000 $19.1M
Quattro Financial Advisors LLC 4.87% No change 319,100 $18.9M
Parkwood LLC 2.29% Reduce -33.6% 350,000 $18.6M
Cerity Partners LLC 0.04% Add +82.0% 342,999 $18.2M
Magnus Financial Group LLC 1.75% Add +3168.0% 340,888 $18.1M
Financial Engines Advisors L.L.C. 0.04% Add +26.9% 319,558 $17.0M
Cable Car Capital, LP 1.27% New 312,600 $16.6M
Yarbrough Capital, LLC 0.63% Add +121.4% 311,211 $16.5M
Foundations Investment Advisors, LLC 0.30% Add +17.7% 297,600 $15.8M
Zhang Financial LLC 0.90% Add +7.9% 295,872 $15.7M
HighTower Advisors, LLC 0.02% Add +62.0% 295,612 $15.7M
Strong Tower Advisory Services 4.07% Add +4.0% 293,705 $15.6M
LMR Partners LLP 0.36% Reduce -53.4% 293,339 $15.6M
Capstone Investment Advisors, LLC 0.20% Reduce -8.0% 293,041 $15.5M
Landscape Capital Management, L.L.C. 1.60% Add +3.6% 284,990 $15.1M
Parallax Volatility Advisers, L.P. 0.38% Reduce -56.9% 284,730 $15.1M
Kamunting Street Capital Management, L.P. 12.98% Add +88.9% 282,967 $15.0M
683 Capital Management, LLC 1.60% Add +10.0% 275,000 $14.6M
Acorn Financial Advisory Services Inc. 2.40% Add +657.7% 274,922 $14.6M
K2 Principal Fund, L.P. 7.07% Add +12.5% 270,000 $14.3M
X-Square Capital, LLC 5.83% Add +19.6% 267,240 $14.2M
US Bancorp \de 0.02% Add +24.4% 257,282 $13.6M
Corient Private Wealth LP 0.02% Add +32.9% 328,039 $13.4M
HGC Investment Management Inc. 5.74% Reduce -19.2% 251,819 $13.4M
Tidal Investments LLC 0.11% Add +9.3% 249,587 $13.2M
Deltec Asset Management LLC 2.61% Add +2.4% 248,544 $13.2M
JBF Capital, Inc. 2.25% Add +18.8% 247,000 $13.1M
Jaffetilchin Investment Partners, LLC 0.95% Add +2.7% 246,155 $13.1M
Horizon Investments, LLC 0.37% Add +982896.0% 245,749 $13.0M
Fiduciary Alliance LLC 1.31% Add +10.5% 243,311 $12.9M
Creative Planning 0.01% Add +30.6% 243,043 $12.9M
Mint Tower Capital Management B.V. 9.87% Add +10.3% 222,892 $11.8M
Himension Capital (singapore) Pte. LTD. 0.81% Add +177.1% 219,508 $11.6M
Old Mission Capital LLC 0.27% Add +244.2% 214,886 $11.4M
Oliver Lagore Vanvalin Investment Group 2.89% Add +5.9% 213,046 $11.3M
Jump Financial, LLC 0.24% New 208,961 $11.1M
Moneta Group Investment Advisors LLC 0.15% Add +12.7% 207,289 $11.0M
Envestnet Asset Management Inc. 0.00% Add +58.1% 206,636 $11.0M
NTV Asset Management LLC 1.45% Add +40.1% 206,618 $11.0M
UBS Group AG 0.00% Add +2389.4% 205,771 $10.9M
Cresset Asset Management, LLC 0.05% Add +88.9% 203,407 $10.8M
Catalyst Funds Management Pty Ltd 2.62% New 200,000 $10.6M
Bracebridge Capital, LLC 1.07% New 200,000 $10.6M
Kaleidoscope Capital LP 10.17% — 195,249 $10.4M
Bleakley Financial Group, LLC 0.31% Add +48.0% 192,635 $10.2M
Cetera Investment Advisers 0.02% Add +653.1% 191,625 $10.2M
Brookstone Capital Management 0.15% Add +2.2% 191,555 $10.2M
Gainplan LLC 3.78% New 187,573 $10.0M
Howard Capital Management, LLC 0.15% New 186,206 $9.9M
Sovran Advisors, LLC 1.40% — 178,711 $9.8M
Sanctuary Advisors, LLC 0.06% Add +82.5% 162,061 $9.7M
Global Retirement Partners, LLC 0.27% Add +78.8% 180,284 $9.6M
SkyBridge Capital II, LLC 100.00% — 177,515 $9.4M
Longitude (Cayman) Ltd. 10.76% Add +26.3% 177,000 $9.4M
Evolution Wealth Advisors, LLC 1.57% Add +44.8% 176,780 $9.4M
Clare Market Investments LLC 2.19% Add +10.8% 174,303 $9.2M
Compass Ion Advisors, LLC 1.08% Add +1905.9% 171,608 $9.1M
Akuna Securities LLC 1.58% New 170,752 $9.1M
RWQ Financial Management Services, Inc. 3.51% Add +2069.2% 169,194 $9.0M
Mutual Advisors, LLC 0.26% Add +65.8% 157,060 $9.0M
Verde Capital Management 2.51% Reduce -11.4% 168,004 $8.9M
Kestra Advisory Services, LLC 0.05% Add +11.8% 162,126 $8.6M
Waratah Capital Advisors Ltd. 0.48% New 162,016 $8.6M
Pekin Hardy Strauss, Inc. 1.10% Add +42.6% 161,966 $8.6M
APEIRON CAPITAL Ltd 3.15% New 159,100 $8.4M
Impact Partnership Wealth, LLC 1.63% Add +8.6% 151,838 $8.1M
AlTi Global, Inc. 0.19% Reduce -40.8% 147,745 $7.9M
Encompass More Asset Management 2.61% Reduce -3.6% 149,008 $7.9M
Wealth Enhancement Advisory Services, LLC 0.01% Add +58.8% 140,574 $7.5M
Proathlete Wealth Management LLC 2.76% Add +11.6% 138,101 $7.3M
Lifeworks Advisors, LLC 1.32% Add +23.6% 137,678 $7.3M
Independent Advisor Alliance 0.10% Add +2052.6% 136,542 $7.2M
Northeast Financial Consultants Inc 0.30% Reduce -22.4% 135,924 $7.2M
Captrust Financial Advisors 0.02% Add +43.8% 135,297 $7.2M
Cwm, LLC 0.03% Add +68.3% 134,221 $7.1M
Moors & Cabot, Inc. 0.34% Add +13.7% 134,009 $7.1M
Ancient Art, L.P. 1.51% New 134,000 $7.1M
Proficio Capital Partners LLC 0.58% Add +87.3% 133,805 $7.1M
NewEdge Advisors, LLC 0.04% Add +198.2% 140,151 $7.1M
Athos Capital Ltd 3.31% Reduce -47.0% 131,000 $7.0M
Trek Financial, LLC 0.51% Add +123.2% 128,712 $6.8M
Mercer Global Advisors Inc. 0.02% Add +219.1% 126,582 $6.7M
NewEdge Wealth, LLC 0.12% Add +161.2% 126,437 $6.7M
Bull Oak Capital, LLC 3.68% Add +426.4% 124,726 $6.6M
Vishria Bird Financial Group, LLC 2.30% Reduce -0.4% 123,850 $6.6M
Pathstone Holdings, LLC 0.03% Add +987.8% 122,712 $6.5M
Red Door Wealth Management, LLC 1.00% Add +28.4% 122,448 $6.5M
Aragon Global Management, LP 2.40% New 121,850 $6.5M
Farringdon Capital, Ltd. 2.64% — 120,312 $6.4M
Sapient Capital LLC 0.12% Add +50.6% 119,237 $6.3M
Edmond DE Rothschild Holding S.A. 0.11% Add +7.5% 118,440 $6.3M
Corecam Pte. Ltd. 3.40% Add +84.7% 118,110 $6.3M
Insigneo Advisory Services, LLC 0.64% Add +100.4% 117,509 $6.2M
Cercano Management LLC 0.16% New 117,140 $6.2M
VCI Wealth Management LLC 2.53% Reduce -21.5% 112,416 $6.0M
Wolverine Trading, LLC 0.13% New 108,871 $5.8M
Bridger Management, LLC 3.08% No change 108,200 $5.7M
Monograph Wealth Advisors, LLC 0.75% New 106,650 $5.7M
CWA Asset Management Group, LLC 0.28% Add +17.1% 106,184 $5.6M
Concentrum Wealth Management 1.98% New 105,888 $5.6M
First Trust Advisors LP 0.00% New 105,261 $5.6M
Andar Capital Management HK Ltd 7.14% New 104,400 $5.5M
Cibc World Market Inc. 0.01% Add +292.8% 103,703 $5.5M
Epiq Partners, LLC 3.06% Reduce -10.9% 102,205 $5.4M
Capital Markets Trading UK LLP 3.15% New 100,048 $5.3M
Torno Capital, LLC 1.05% New 100,000 $5.3M
Militia Capital Partners, LP 5.06% — 99,890 $5.3M
Wesbanco Bank Inc. 0.18% Add +0.6% 99,645 $5.3M
Kingswood Wealth Advisors, LLC 0.40% Reduce -1.7% 99,447 $5.3M
Elevatus Welath Management 1.80% New 99,366 $5.3M
Belvedere Trading LLC 0.39% New 96,300 $5.1M
Patriot Investment Management Group, Inc. 0.38% Add +759.6% 95,115 $5.0M
Summit Trail Advisors, LLC 0.19% Add +30.3% 94,693 $5.0M
Franchise Capital Ltd 2.32% New 94,350 $5.0M
Transcend Capital Advisors, LLC 0.36% Add +90.1% 93,543 $5.0M
Lido Advisors, LLC 0.03% Add +920.2% 91,388 $4.8M
Concurrent Investment Advisors, LLC 0.13% Add +859.0% 90,593 $4.8M
Atlatl Advisers LLC 2.79% — 89,829 $4.8M
Upper Left Wealth Management, LLC 4.05% Add +4.5% 89,330 $4.7M
Ariose Capital Management Ltd 3.88% New 88,400 $4.7M
Prelude Capital Management, LLC 0.39% Reduce -36.4% 87,493 $4.6M
Cobblestone Asset Management LLC 2.95% Add +0.0% 85,255 $4.5M
Axxcess Wealth Management, LLC 0.11% Add +341.8% 84,303 $4.5M
Renaissance Technologies 0.01% New 83,500 $4.4M
MML Investors Services, LLC 0.02% New 83,467 $4.4M
Avestar Capital, LLC 0.40% Add +25.1% 83,119 $4.4M
Requisite Capital Management, LLC 0.87% Reduce -24.2% 80,139 $4.3M
Ion Asset Management Ltd. 0.25% Reduce -20.0% 80,000 $4.2M
Traynor Capital Management, Inc. 0.33% Add +3.0% 79,450 $4.2M
Park Edge Advisors, LLC 1.22% Add +2.6% 79,225 $4.2M
CSS LLC 0.77% Add +21.2% 77,590 $4.1M
Wealthspire Advisors, LLC 0.04% Add +353.1% 77,502 $4.1M
Visionary Wealth Advisors 0.24% Add +81.4% 77,302 $4.1M
Edge Capital Group, LLC 0.18% Add +34.3% 77,251 $4.1M
Kingsview Wealth Management, LLC 0.08% Add +78.0% 75,676 $4.0M
Riggs Asset Managment Co. Inc. 1.07% New 74,662 $4.0M
Pure Portfolios Holdings LLC 1.47% Add +2.9% 74,578 $4.0M
Forte Asset Management LLC 2.09% Reduce -17.4% 74,053 $3.9M
MRA Advisory Group 2.06% Reduce -0.9% 73,368 $3.9M
Synergy Asset Management, LLC 0.30% No change 105,825 $3.8M
Keebeck Wealth Management 0.54% Reduce -0.4% 70,342 $3.7M
CIBC Private Wealth Group LLC 0.01% Add +23.4% 69,164 $3.7M
Focus Partners Wealth 0.01% Reduce -87.5% 68,738 $3.6M
Financial Enhancement Group LLC 0.56% New 68,486 $3.6M
Mill Creek Capital Advisors, LLC 0.09% Add +11.2% 68,496 $3.6M
Eaton Financial Holdings Company, LLC 1.36% New 66,738 $3.5M
Johnson Investment Counsel Inc. 0.03% Add +257.3% 66,654 $3.5M
Bellecapital International Ltd. 0.63% Add +30.6% 66,431 $3.5M
Total Investment Management Inc. 0.49% New 66,314 $3.5M
Heirloom Wealth Management 1.05% New 66,096 $3.5M
Transcendent Capital Group LLC 1.79% New 65,148 $3.5M
PEAK6 LLC 0.13% — 64,518 $3.4M
Bokf, NA 0.06% Add +9.7% 63,322 $3.4M
Spahn Wealth & Retirement LLC 2.23% — 64,128 $3.4M
Signal Advisors Wealth, LLC 0.38% Add +47.2% 63,919 $3.4M
Scotia Capital Inc. 0.02% Add +27.7% 63,885 $3.4M
Maripau Wealth Management LLC 2.01% Add +47.6% 63,847 $3.4M
Obsidian Cio, LLC 0.62% Add +47.0% 63,621 $3.4M
Titleist Asset Management, LLC 0.39% Add +24.1% 63,012 $3.3M
Mgo One Seven LLC 0.13% Add +64.8% 62,631 $3.3M
Centaurus Financial, Inc. 0.20% Add +480.9% 60,630 $3.2M
Clearline Capital LP 0.43% Reduce -75.6% 60,566 $3.2M
Integrated Wealth Concepts LLC 0.04% Add +60.8% 60,398 $3.2M
Royal Bank of Canada 0.00% Add +6.9% 59,778 $3.2M
Moody LYNN Lieberson & Walker, LLC 0.19% New 59,764 $3.2M
Nicholas Investment Partners, LP 0.31% New 59,621 $3.2M
Bison Wealth, LLC 0.69% New 59,181 $3.1M
Empowered Funds, LLC 0.05% Reduce -7.8% 58,619 $3.1M
Genesee Capital Advisors, LLC 1.45% Add +25.5% 58,604 $3.1M
Two Sigma Securities, LLC 0.55% New 57,103 $3.0M
Jupiter Wealth Management LLC 1.51% Add +233.8% 56,750 $3.0M
BBR Partners, LLC 0.21% New 55,498 $2.9M
Udine Wealth Management, Inc. 1.88% Add +1.7% 55,216 $2.9M
Alpha Zero LLC 2.24% — 55,171 $2.9M
RFG Advisory, LLC 0.08% Add +216.2% 53,794 $2.9M
Joel Isaacson & Co., LLC 0.13% Add +661.3% 53,223 $2.8M
Fort Point Capital Partners LLC 0.31% Add +458.4% 52,879 $2.8M
Matauro, LLC 0.60% — 52,579 $2.8M
Executive Wealth Management, LLC 0.22% Add +12.2% 52,408 $2.8M
Panoramic Investment Advisors, LLC 1.80% Add +3.0% 52,213 $2.8M
Central Asset Investments & Management Holdings (HK) Ltd 1.79% Add +79.7% 52,100 $2.8M
Gerber Kawasaki Wealth & Investment Management 0.12% Add +50.1% 51,942 $2.8M
Farther Finance Advisors, LLC 0.10% Add +78.6% 51,776 $2.7M
Baker Avenue Asset Management, LP 0.08% Add +14.4% 51,164 $2.7M
Nokomis Capital, L.L.C. 1.25% New 51,100 $2.7M
Rik Saylor Financial, Inc. 2.49% — 50,711 $2.7M
StoneX Group Inc. 0.15% New 50,690 $2.7M
Chiron Investment Management, LLC 0.89% Add +379.1% 50,397 $2.7M
Compagnie Lombard Odier SCmA 0.04% Add +18.9% 49,430 $2.6M
Revere Asset Management, Inc 2.23% New 49,587 $2.6M
Secure Asset Management, LLC 0.40% Add +17.4% 49,530 $2.6M
Glaxis Capital Management, LLC 7.27% Reduce -10.0% 49,500 $2.6M
Stevens Capital Management LP 1.04% Reduce -80.6% 48,800 $2.6M
SVB Wealth LLC 0.05% New 48,519 $2.6M
BigSur Wealth Management LLC 0.73% Reduce -50.8% 48,035 $2.5M
Capital Wealth Alliance, LLC 1.44% Add +325.8% 47,779 $2.5M
IHT Wealth Management, LLC 0.08% Reduce -37.8% 47,504 $2.5M
Dakota Wealth Management 0.06% Reduce -24.4% 46,442 $2.5M
Activest Wealth Management 0.68% Add +26.3% 46,168 $2.4M
Ewing Morris & Co. Investment Partners Ltd. 0.84% New 45,855 $2.4M
Integrated Advisors Network LLC 0.12% Add +67.2% 45,821 $2.4M
Commerce Bank 0.01% Add +22.2% 45,414 $2.4M
Stelac Advisory Services LLC 0.92% Reduce -10.8% 44,147 $2.4M
Park Avenue Securities LLC 0.02% Add +73.4% 44,119 $2.3M
Aveo Capital Partners, LLC 0.26% Add +46.2% 43,991 $2.3M
Neuberger Berman Group LLC 0.00% Reduce -16.0% 43,963 $2.3M
Arkadios Wealth Advisors 0.13% Add +58.1% 43,794 $2.3M
Northern Trust Corp. 0.00% New 43,687 $2.3M
Jackson Hole Capital Partners, LLC 0.47% New 43,552 $2.3M
Rothschild Investment LLC 0.15% Add +5.6% 43,282 $2.3M
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 1.18% Add +137.8% 42,800 $2.3M
Traphagen Investment Advisors LLC 0.23% Add +16.9% 42,799 $2.3M
Empower Advisory Group, LLC 0.01% Add +32.4% 42,015 $2.2M
Choreo, LLC 0.03% Reduce -3.5% 41,571 $2.2M
Addison Capital Co 0.88% Add +77.2% 41,493 $2.2M
Brown Advisory Inc. 0.00% Add +72.8% 41,446 $2.2M
Compass Capital Corp. /Ma/ 0.85% — 40,231 $2.2M
Sequoia Financial Advisors, LLC 0.02% Add +32.4% 41,070 $2.2M
CreativeOne Wealth, LLC 0.07% Add +115.8% 40,912 $2.2M
Lake Street Advisors Group, LLC 0.10% Add +71.3% 40,791 $2.2M
Matrix Private Capital Group LLC 1.22% Add +65.9% 40,445 $2.1M
Almanack Investment Partners, LLC. 0.33% Add +32.6% 40,290 $2.1M
EP Wealth Advisors, LLC 0.02% Add +118.9% 40,260 $2.1M
Wakefield Asset Management LLLP 0.72% Reduce -0.5% 40,005 $2.1M
Townsquare Capital LLC 0.02% Add +8.9% 39,900 $2.1M
Marathon Trading Investment Management LLC 0.35% Reduce -49.5% 39,200 $2.1M
K.J. Harrison & Partners Inc 0.32% New 37,360 $2.1M
SeaCrest Wealth Management, LLC 0.21% Add +14.7% 38,236 $2.0M
Blue Investment Partners LLC 0.74% Reduce -15.1% 38,142 $2.0M
JTC Employer Solutions Trustee Ltd 0.14% Add +64.4% 37,481 $2.0M
Quarry LP 0.40% New 37,559 $2.0M
Ardmore Road Asset Management LP 0.29% Reduce -85.2% 37,456 $2.0M
Montz Harcus Wealth Management LLC 1.11% Reduce -0.0% 37,452 $2.0M
Group One Trading LLC 0.07% New 37,278 $2.0M
Osaic Holdings, Inc. 0.00% Add +458.1% 36,945 $2.0M
Readystate Asset Management LP 0.15% New 36,500 $1.9M
Financial Futures Ltd Liability Co. 1.09% Reduce -35.3% 36,195 $1.9M
Bordeaux Wealth Advisors LLC 0.30% Add +2.8% 35,524 $1.9M
Wolverine Asset Management LLC 0.14% New 35,495 $1.9M
Objective Capital Management, LLC 1.26% Add +4.3% 35,480 $1.9M
Pachira Investments Inc. 1.14% Add +4.0% 34,937 $1.9M
U.S. Capital Wealth Advisors, LLC 0.06% Add +304.1% 35,181 $1.9M
Beacon Pointe Advisors, LLC 0.02% Add +26.1% 35,121 $1.9M
Sterling Investment Advisors, Ltd. 0.45% Add +161.6% 35,009 $1.9M
Amtrust Financial Services, Inc. 0.88% No change 35,000 $1.9M
Fortress Private Ledger, LLC 1.13% — 34,831 $1.8M
O'Neil Global Advisors, Inc. 0.53% Add +122.7% 34,300 $1.8M
Resurgent Financial Advisors LLC 1.06% Reduce -1.0% 33,883 $1.8M
Parallel Advisors, LLC 0.04% Add +76.8% 33,867 $1.8M
Perigon Wealth Management, LLC 0.04% Add +24.0% 31,378 $1.8M
W1M Asset Management Ltd 0.15% Reduce -64.2% 33,202 $1.8M
Birnam Oak Advisors, LP 0.86% — 33,000 $1.8M
Solstein Capital, LLC 0.97% Add +1.0% 32,690 $1.7M
Strategic Family Wealth Counselors, L.L.C. 0.56% New 32,671 $1.7M
Avidian Wealth Enterprises, LLC 0.08% Add +62.0% 32,289 $1.7M
Elevate Capital Advisors, LLC 1.50% — 32,025 $1.7M
Smith, Moore & Co. 0.15% Add +40.0% 31,609 $1.7M
ClearAlpha Technologies LP 1.43% New 31,500 $1.7M
HCR Wealth Advisors 0.21% Add +5.1% 31,492 $1.7M
Basso Capital Management, L.P. 1.44% Add +124.3% 31,400 $1.7M
National Philanthropic Trust 0.02% New 31,161 $1.7M
Sageworth Trust Co 0.10% Add +72.9% 30,948 $1.6M
Diametric Capital, LP 1.11% New 30,799 $1.6M
Jackson Square Capital, LLC 0.39% New 30,366 $1.6M
Cary Street Partners Financial LLC 0.05% — 30,215 $1.6M
Nkcfo LLC 0.70% Reduce -44.4% 30,000 $1.6M
Vista Finance, LLC 1.63% No change 29,930 $1.6M
Principia Wealth Advisory, LLC 1.49% — 29,886 $1.6M
Rpo LLC 2.25% No change 29,857 $1.6M
Harbor Investment Advisory, LLC 0.15% Add +53.8% 29,848 $1.6M
WESCAP Management Group, Inc. 0.38% Add +18.9% 29,618 $1.6M
Larson Financial Group LLC 0.08% Add +58.2% 29,504 $1.6M
B. Riley Wealth Advisors, Inc. 0.05% Reduce -22.6% 29,465 $1.6M
Cornerstone Advisory, LLC 0.18% New 27,999 $1.5M
Independent Financial Group, LLC 0.05% Add +27.5% 29,084 $1.5M
CoreCap Advisors, LLC 0.07% New 28,893 $1.5M
Napa Wealth Management 0.66% New 28,860 $1.5M
Equitable Holdings, Inc. 0.01% Add +187.9% 28,789 $1.5M
MAI Capital Management 0.01% Add +200.7% 28,738 $1.5M
Allworth Financial LP 0.01% Add +34.0% 25,459 $1.5M
Freestone Capital Holdings, LLC 0.05% Add +133.9% 28,125 $1.5M
Gradient Investments LLC 0.03% Add +3.4% 27,811 $1.5M
Blue Sky Capital Consultants Group, Inc. 0.88% — 27,654 $1.5M
IPG Investment Advisors LLC 0.33% Add +16.7% 27,622 $1.5M
BlackDiamond Wealth Management, LLC 0.83% Add +374.0% 27,222 $1.4M
World Investment Advisors 0.04% Add +126.2% 26,886 $1.4M
RIA Advisory Group LLC 0.48% Add +72.2% 26,836 $1.4M
Luxor Capital Group, LP 0.18% New 26,553 $1.4M
First United Bank & Trust 0.51% Add +12.7% 26,495 $1.4M
Apeiron RIA LLC 0.39% Add +20.9% 26,479 $1.4M
Evoke Wealth, LLC 0.04% New 26,470 $1.4M
Garde Capital, Inc. 0.09% Add +145.4% 26,451 $1.4M
Belpointe Asset Management LLC 0.08% Reduce -3.0% 41,999 $1.4M
Fermata Advisors, LLC 0.26% Add +346.7% 26,277 $1.4M
Bellwether Advisors, LLC 0.25% No change 26,270 $1.4M
Wealth Management Associates, Inc. 0.60% Add +51.8% 26,262 $1.4M
Phraction Management LLC 0.52% New 25,902 $1.4M
Fig Financial Advisory Services Inc. 0.93% — 25,843 $1.4M
WealthShield Partners, LLC 0.19% Add +85.3% 25,805 $1.4M
Mountain Capital Investment Advisors Inc. 0.28% Add +11.4% 22,883 $1.4M
Wealthedge Investment Advisors, LLC 0.61% — 25,712 $1.4M
RoundAngle Advisors LLC 1.29% — 25,480 $1.4M
Palisade Capital Management, LP 0.04% New 25,350 $1.3M
Bank of New York Mellon Corp 0.00% New 25,309 $1.3M
HB Wealth Management, LLC 0.01% Add +129.4% 25,265 $1.3M
Diversified Trust Co. 0.03% New 25,175 $1.3M
Capasso Planning Partners LLC 0.53% New 25,001 $1.3M
Formidable Asset Management, LLC 0.21% Add +6.2% 24,573 $1.3M
Stratos Wealth Partners, LTD. 0.02% Add +53.8% 24,403 $1.3M
BNC Wealth Management, LLC 0.42% New 24,163 $1.3M
Waverly Advisors, LLC 0.02% Add +45.1% 23,858 $1.3M
Maridea Wealth Management LLC 0.41% — 23,831 $1.3M
Copia Wealth Management 1.20% — 23,828 $1.3M
Financial Advocates Investment Management 0.07% Add +280.5% 23,585 $1.3M
Procyon Advisors, LLC 0.08% New 23,513 $1.2M
NDWM LLC 1.03% New 23,269 $1.2M
Arete Wealth Advisors, LLC 0.09% Add +67.3% 23,131 $1.2M
Wellington Shields Capital Management, LLC 0.22% Add +118.8% 23,110 $1.2M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.10% New 23,031 $1.2M
Forvis Mazars Wealth Advisors, LLC 0.03% Add +51.8% 22,998 $1.2M
Baring Financial LLC 1.08% — 22,790 $1.2M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.18% Add +41.1% 22,781 $1.2M
Altiora Financial Group, LLC 0.26% Add +6.3% 22,638 $1.2M
Venture Visionary Partners LLC 0.05% Add +133.0% 22,570 $1.2M
Columbia Advisory Partners LLC 1.09% New 22,181 $1.2M
Valeo Financial Advisors, LLC 0.03% New 22,103 $1.2M
Truist Financial Corp. 0.00% Add +60.6% 21,865 $1.2M
Aprio Wealth Management, LLC 0.17% New 21,854 $1.2M
Avantax Advisory Services, Inc. 0.01% New 21,718 $1.2M
Tolleson Wealth Management, Inc. 0.23% New 21,575 $1.1M
Advisory Services Network, LLC 0.02% Reduce -39.9% 21,523 $1.1M
CMG Global Holdings, LLC 0.63% New 19,183 $1.1M
Delta Investment Management, LLC 0.22% Add +216.3% 21,313 $1.1M
Griffin Asset Management, Inc. 0.13% New 20,894 $1.1M
Archer Investment Corp 0.29% Add +25.4% 20,713 $1.1M
Cape Investment Advisory, Inc. 0.43% Add +12.4% 20,697 $1.1M
World Equity Group, Inc. 0.23% Add +128.4% 20,620 $1.1M
Heck Capital Advisors, LLC 0.13% New 20,596 $1.1M
Clearstead Advisors, LLC 0.02% Add +180.8% 20,583 $1.1M
IFC Advisors LLC 0.24% — 20,450 $1.1M
Beacon Financial Group 0.12% Add +7.3% 20,383 $1.1M
Invesco Ltd. 0.00% Add +6.5% 20,328 $1.1M
Gould Capital, LLC 0.75% Reduce -0.9% 20,291 $1.1M
Coastal Bridge Advisors, LLC 0.27% New 20,274 $1.1M
Lansing Street Advisors 0.37% Add +52.2% 20,010 $1.1M
Fifth Lane Capital, LP 3.18% New 20,000 $1.1M
Capital Management Associates 1.25% New 20,000 $1.1M
Ables, Iannone, Moore & Associates, Inc. 0.64% Reduce -1.1% 19,659 $1.0M
J. Safra Sarasin Holding AG 0.02% New 19,548 $1.0M
BridgePort Financial Solutions, LLC 0.47% — 21,869 $1.0M
Kestra Private Wealth Services, LLC 0.02% Add +61.5% 19,389 $1.0M
Keybank National Association 0.00% Add +68.4% 19,383 $1.0M
Corps Capital Advisors, LLC 1.03% — 19,136 $1.0M
Aptus Capital Advisors, LLC 0.01% Add +30.1% 18,911 $1.0M
Generation Capital Management LLC 0.86% — 18,895 $1.0M
Compound Planning, Inc. 0.05% Add +41.4% 18,656 $990K
Spreng Capital Management, Inc. 0.44% New 18,553 $984K
Garden State Investment Advisory Services LLC 0.30% New 18,456 $979K
Rinkey Investments 0.31% Add +41.5% 18,408 $977K
Schechter Investment Advisors, LLC 0.07% Reduce -56.7% 18,243 $968K
Barometer Capital Management Inc. 0.39% Reduce -13.7% 28,300 $966K
Ackerman Capital Advisors, LLC 0.25% Add +2.0% 18,209 $966K
Gemmer Asset Management LLC 0.09% Reduce -2.6% 18,165 $964K
Wedbush Securities Inc. 0.03% Add +24.1% 18,109 $961K
Evergreen Capital Management LLC 0.03% Add +21.9% 18,005 $955K
Sloy Dahl & Holst, LLC 0.12% Add +11.4% 17,891 $949K
Old National Bancorp 0.02% Add +12.8% 17,833 $946K
AssuredPartners Investment Advisors, LLC 0.18% — 17,794 $944K
Asset Allocation Strategies LLC 0.23% Reduce -21.2% 17,028 $939K
Advyzon Investment Management, LLC 0.36% — 17,678 $938K
Texas Capital Bank Wealth Management Services Inc 0.10% No change 17,567 $932K
Merit Financial Group, LLC 0.02% New 17,500 $928K
Private Capital Advisors, Inc. 0.11% Reduce -45.5% 17,448 $926K
M Holdings Securities, Inc. 0.15% Add +19.4% 17,442 $925K
Vienna Asset Management LLC 0.62% Reduce -35.3% 17,232 $914K
NorthCoast Asset Management LLC 0.00% Add +17.8% 17,170 $911K
Andina Capital Management, LLC 0.74% Add +131.0% 17,152 $910K
Evercore Wealth Management, LLC 0.01% Add +26.3% 17,046 $904K
Hurley Capital, LLC 0.73% — 16,117 $902K
Westwood Holdings Group Inc. 0.01% New 16,741 $888K
Sovereign Financial Group, Inc. 0.20% Reduce -9.6% 16,645 $883K
First National Trust Co 0.03% New 16,618 $882K
Ameritas Advisory Services, LLC 0.03% New 16,562 $879K
SteelPeak Wealth, LLC 0.04% Add +32.6% 16,512 $876K
Prime Capital Investment Advisors, LLC 0.01% Add +71.0% 16,422 $871K
Ethos Financial Group, LLC 0.11% Add +135.4% 16,240 $862K
EverSource Wealth Advisors, LLC 0.05% Add +34.7% 16,239 $861K
Kerrisdale Advisers, LLC 0.29% No change 16,205 $860K
Unique Wealth, LLC 0.18% Add +11.1% 16,185 $859K
Chicago Partners Investment Group LLC 0.03% Reduce -9.8% 16,041 $856K
Bearing Point Capital, LLC 0.18% — 16,090 $854K
Pine Valley Investments Ltd Liability Co 0.06% Add +64.5% 16,050 $851K
Q Fund Management (Hong Kong) Ltd 0.89% — 16,000 $849K
Blackhawk Capital Partners, LLC 0.44% Add +26.1% 15,931 $845K
Gilbert & Cook, Inc. 0.12% Add +10.0% 15,864 $842K
OneAscent Financial Services LLC 0.07% New 15,779 $837K
Csenge Advisory Group 0.05% Reduce -30.7% 15,761 $836K
DC Investments Management, LLC 0.54% Reduce -56.3% 15,670 $831K
Focus Partners Advisor Solutions, LLC 0.01% Add +17.4% 15,646 $830K
Ranch Capital Advisors Inc. 0.39% Reduce -8.2% 15,602 $828K
PFG Investments, LLC 0.05% Add +62.4% 15,548 $825K
Mesirow Financial Investment Management, Inc. 0.02% Add +2.6% 15,378 $816K
Heritage Family Offices, LLP 0.41% New 15,335 $814K
Nicolet Bankshares Inc. 0.16% Add +8.0% 15,250 $809K
BlueChip Wealth Advisors LLC 0.45% Add +119.3% 15,217 $807K
ARS Investment Partners, LLC 0.07% New 15,200 $806K
Global Strategic Investment Solutions, LLC 0.09% Add +7.0% 15,185 $806K
Americana Partners, LLC 0.03% Add +7.2% 15,158 $804K
Powell Investment Advisors, LLC 0.37% Add +79.4% 15,154 $804K
LexAurum Advisors, LLC 0.16% Add +18.4% 15,151 $804K
W.G. Shaheen & Associates DBA Whitney & Co 0.08% New 15,115 $802K
HUB Investment Partners, LLC 0.03% Add +7.3% 15,108 $801K
Calamos Wealth Management LLC 0.04% New 15,005 $796K
Orvieto Partners, L.P. 0.67% — 15,000 $796K
Key Client Fiduciary Advisors, LLC 0.36% Add +132.1% 14,974 $794K
Schorn Wealth LLC 0.26% New 14,956 $793K
Forefront Wealth Management Inc. 0.73% — 14,950 $793K
LWM Advisory Services, LLC 0.55% No change 14,875 $789K
Coston, McIsaac & Partners 0.23% Add +9.1% 14,864 $788K
Independent Family Office, LLC 0.41% Add +24.6% 14,825 $786K
Howard Capital Management Group, LLC 0.05% New 14,800 $785K
AE Wealth Management LLC 0.01% New 14,722 $781K
Geneos Wealth Management Inc. 0.03% New 14,681 $779K
Kagan Cocozza Asset Management 0.64% — 14,640 $777K
Chilton Capital Management LLC 0.03% Add +1.3% 14,622 $776K
Chesapeake Capital Corp. 0.79% Add +19.9% 14,581 $774K
Fischer Investment Strategies, LLC 0.61% Reduce -17.9% 14,550 $772K
OneDigital Investment Advisors LLC 0.01% Add +54.1% 14,536 $771K
Tamar Securities, LLC 0.11% Add +12.6% 14,472 $768K
J.Safra Asset Management Corp 0.06% New 14,192 $760K
Avitas Wealth Management LLC 0.11% Reduce -2.7% 14,324 $760K
Stonehage Fleming Financial Services Holdings Ltd 0.02% No change 14,324 $760K
Watershed Private Wealth LLC 0.30% No change 14,320 $760K
Birch Hill Investment Advisors LLC 0.04% Reduce -9.5% 14,300 $759K
Mirador Capital Partners LP 0.14% Add +41.8% 14,262 $757K
Simon Quick Advisors, LLC 0.04% Add +0.1% 14,082 $747K
Mountain Lake Investment Management LLC 0.86% New 14,000 $745K
CCM Investment Advisers LLC 0.08% Add +79.3% 13,885 $744K
Muhlenkamp & Co. Inc. 0.23% Add +0.1% 14,010 $743K
Investment Partners, LTD. 0.31% New 13,980 $742K
Silverleafe Capital Partners, LLC 0.23% New 13,840 $734K
Black Swift Group, LLC 0.16% Add +29.0% 13,800 $732K
Smithfield Trust Co 0.04% No change 13,732 $729K
1832 Asset Management L.P. 0.00% Reduce -10.7% 13,706 $727K
Atria Wealth Solutions, Inc. 0.01% New 13,645 $724K
Avior Wealth Management, LLC 0.03% Add +635.6% 13,639 $724K
Savant Capital, LLC 0.01% Add +25.2% 13,597 $721K
First Hawaiian Bank 0.02% Reduce -12.8% 13,527 $718K
LBMC Investment Advisors, LLC 0.06% Add +1.2% 13,525 $718K
Commonwealth Retirement Investments LLC 0.29% Add +22.7% 13,500 $716K
Brighton Jones LLC 0.02% New 13,405 $711K
LM Advisors LLC 0.13% No change 13,305 $706K
Douglass Winthrop Advisors, LLC 0.01% Add +138.9% 13,300 $706K
Busey Bank 0.02% New 13,279 $704K
Caitlin John, LLC 0.48% Add +463.1% 13,260 $703K
Legacy Capital Wealth Management, LLC 0.70% — 13,245 $703K
Accel Wealth Management 0.27% Reduce -0.5% 13,209 $701K
Shepherd Kaplan Krochuk, LLC 0.58% No change 13,127 $696K
Perennial Investment Advisors, LLC 0.08% New 13,119 $696K
Atria Investments, Inc 0.01% Reduce -16.4% 12,914 $685K
Modera Wealth Management, LLC 0.01% Reduce -4.2% 12,783 $678K
HRT Financial LP 0.00% Reduce -62.0% 12,780 $677K
Quadcap Wealth Management, LLC 0.10% Add +36.5% 12,668 $672K
Fortis Capital Management LLC 0.12% Add +38.1% 12,667 $672K
Bristlecone Advisors, LLC 0.05% New 12,610 $669K
Smith Anglin Financial, LLC 0.06% Add +94.9% 12,545 $666K
CAP Partners, LLC 0.47% Add +12.1% 12,494 $663K
Comerica Bank 0.00% Add +41.9% 12,463 $661K
Palumbo Wealth Management LLC 0.25% New 12,397 $658K
FAS Wealth Partners, Inc. 0.06% Add +35.8% 12,371 $656K
Knightsbridge Asset Management, LLC 0.15% Add +8.9% 12,357 $656K
Strategic Wealth Partners, Ltd. 0.05% New 11,941 $654K
IFP Advisors, Inc 0.02% Add +224.1% 12,318 $653K
Cypress Wealth Services, LLC 0.13% Add +67.0% 12,303 $653K
XTX Topco Ltd 0.05% Add +46.5% 12,274 $651K
Fortitude Financial, LLC 0.36% — 12,258 $650K
Pennsylvania Capital Management Inc. 0.22% New 12,102 $642K
Orion Porfolio Solutions, LLC 0.01% Add +49.2% 12,087 $641K
Orion Portfolio Solutions, LLC 0.01% Add +49.2% 12,087 $641K
WP Advisors, LLC 0.21% New 12,003 $637K
Pettinga Financial Advisors LLC 0.14% Add +38.8% 11,981 $636K
Perennial Advisors, LLC 0.14% — 11,934 $633K
Clay Northam Wealth Management, LLC 0.41% Add +24.3% 11,925 $633K
Walkner Condon Financial Advisors LLC 0.13% Reduce -3.3% 11,898 $631K
Leo Wealth, LLC 0.06% New 11,894 $631K
DeDora Capital, Inc. 0.17% Add +4.5% 11,824 $627K
Dynamic Advisor Solutions LLC 0.03% Add +72.8% 11,796 $626K
Signaturefd, LLC 0.01% Add +174.7% 11,765 $624K
Integrity Alliance, Llc. 0.07% — 11,745 $623K
Sepio Capital, LP 0.05% New 11,744 $623K
Philadelphia Trust Co. 0.05% No change 11,711 $621K
DDD Partners, LLC 0.08% Reduce -26.9% 11,664 $619K
Grant Street Asset Management, Inc. 0.16% Add +11.0% 11,656 $618K
Wealth Watch Advisors, INC 0.38% — 11,635 $617K
Wedmont Private Capital 0.03% New 11,418 $615K
Planning Alternatives Ltd. 0.09% New 11,584 $615K
KCM Investment Advisors LLC 0.02% New 11,565 $614K
Ausdal Financial Partners, Inc. 0.05% New 11,535 $612K
Keystone Financial Group 0.06% New 11,426 $606K
Commonwealth Financial Services, LLC 0.12% No change 11,407 $605K
Friday Financial 0.42% — 11,399 $605K
Wick Capital Partners, LLC 0.18% New 11,396 $605K
Claro Advisors Inc. 0.08% New 11,277 $598K
National Bank of Canada 0.00% New 11,232 $596K
Global Assets Advisory, LLC 0.33% Reduce -5.7% 10,752 $595K
Summit Global Investments 0.04% Add +0.1% 11,220 $595K
Black Diamond Financial, LLC 0.09% Add +15.6% 11,097 $589K
Modus Advisors, LLC 0.18% New 11,000 $584K
Redhawk Wealth Advisors, Inc. 0.08% New 10,972 $582K
Nwam LLC 0.04% Add +18.0% 10,904 $578K
J.W. Cole Advisors, Inc. 0.02% New 10,838 $575K
SAM Advisors, LLC 0.21% Reduce -11.7% 10,768 $571K
IRON Financial LLC 0.32% New 10,742 $570K
Sound View Wealth Advisors Group, LLC 0.05% Add +19.5% 10,738 $570K
GSG Advisors LLC 0.18% Add +5.5% 10,609 $563K
Stratos Wealth Advisors, LLC 0.03% Add +58.9% 10,582 $561K
Colony Family Offices, LLC 0.18% New 10,545 $559K
Masso Torrence Wealth Management Inc. 0.29% Add +5.1% 10,505 $557K
Invst, LLC 0.07% New 10,485 $556K
Mosley Wealth Management 0.34% Add +2.5% 9,341 $554K
Catalyst Private Wealth, LLC 0.25% Reduce -7.0% 10,431 $553K
Hibernia Wealth Partners, LLC 0.42% New 10,413 $552K
Zuckerman Investment Group, LLC 0.05% Add +58.6% 9,514 $548K
Thompson Davis & Co., Inc. 0.35% New 10,323 $548K
Fairview Capital Investment Management, LLC 0.03% New 10,225 $542K
ORG Partners LLC 0.07% Add +346.9% 10,208 $542K
Octavia Wealth Advisors, LLC 0.07% Add +14.7% 10,164 $539K
FineMark National Bank & Trust 0.02% New 10,138 $538K
Regency Capital Management Inc.\DE 0.29% New 10,029 $532K
Canton Hathaway, LLC 0.13% Add +11.1% 10,000 $531K
Ionic Capital Management LLC 0.76% New 10,000 $531K
MADDEN SECURITIES Corp 0.21% No change 10,000 $531K
Banque Pictet & Cie SA 0.01% New 10,000 $531K
Rwa Wealth Partners, LLC 0.01% New 9,845 $522K
Intrua Financial, LLC 0.08% New 9,839 $522K
Good Life Advisors, LLC 0.04% New 9,805 $520K
Narus Financial Partners, LLC 0.17% Add +1.3% 9,755 $518K
Bray Capital Advisors 0.14% No change 9,620 $510K
Sandbox Financial Partners, LLC 0.17% Add +16.2% 9,596 $509K
Fernwood Investment Management, LLC 0.18% No change 9,584 $508K
1776 Wealth LLC 0.23% New 9,581 $508K
Doliver Advisors, LP 0.14% Add +26.8% 9,581 $508K
Clark Financial Services Group Inc. 0.39% Add +4.1% 9,560 $507K
Smartleaf Asset Management LLC 0.05% Add +864.0% 9,399 $503K
GM Advisory Group, LLC 0.03% New 9,444 $501K
Taylor & Morgan Wealth Management, LLC 0.35% Add +15.4% 9,338 $495K
Eagle Global Advisors LLC 0.02% New 9,300 $493K
Bravias Capital Group, LLC 0.40% — 8,545 $493K
EPIQ Capital Group, LLC 0.13% New 9,280 $492K
Awm Capital, LLC 0.06% New 9,279 $492K
Envestnet Portfolio Solutions, Inc. 0.00% New 9,242 $490K
Heritage Wealth Partners, LLC 0.61% New 9,235 $490K
HBK Sorce Advisory LLC 0.01% Add +37.7% 9,228 $490K
Cozad Asset Management Inc. 0.05% Reduce -7.0% 9,139 $485K
Canal Capital Management, LLC 0.08% New 9,135 $485K
Wealthcare Advisory Partners LLC 0.01% New 9,106 $483K
Optivise Advisory Services LLC 0.26% Reduce -7.8% 9,096 $483K
RVW Wealth, LLC 0.04% New 9,091 $482K
DecisionMap Wealth Management, LLC 0.38% — 9,006 $478K
One Capital Management, LLC 0.02% New 8,984 $477K
Lindbrook Capital, LLC 0.04% Add +349.0% 8,980 $476K
FNY Investment Advisers, LLC 0.24% Reduce -60.0% 8,800 $466K
Bessemer Group Inc. 0.00% Add +24.5% 8,779 $466K
Clear Creek Financial Management, LLC 0.05% New 8,774 $465K
Rangeley Capital, LLC 0.45% — 8,750 $464K
Centurion Wealth Management LLC 0.14% New 8,732 $463K
NFSG Corp 0.12% Add +11.2% 8,636 $458K
Austin Private Wealth, LLC 0.04% New 8,593 $456K
Peapack Gladstone Financial Corp. 0.01% Add +7.3% 8,565 $455K
Dimension Capital Management LLC 0.07% Add +33.0% 8,571 $455K
United Asset Strategies, Inc. 0.04% New 8,555 $454K
Gladstone Institutional Advisory LLC 0.02% New 8,524 $452K
Fifth Third Bancorp 0.00% Add +36.3% 8,450 $448K
Afg Fiduciary Services Limited Partnership 0.32% New 7,875 $446K
Strategic Blueprint, LLC 0.03% New 8,403 $446K
Heritage Investors Management Corp. 0.01% No change 8,390 $445K
Rothschild Wealth LLC 0.13% New 8,349 $443K
Ashton Thomas Private Wealth, LLC 0.02% New 8,325 $442K
J2 Capital Management Inc 0.41% — 8,300 $440K
Kolinsky Wealth Management, LLC 0.27% New 8,289 $440K
Van Hulzen Asset Management, LLC 0.03% Add +1.2% 8,273 $439K
Oxford Wealth Group, LLC 0.28% New 8,245 $437K
Capital Advisors Inc. 0.01% New 8,222 $436K
Western Wealth Management, LLC 0.02% New 8,097 $430K
Koshinski Asset Management, Inc. 0.04% Add +26.1% 8,067 $428K
Avalon Capital Management 0.14% New 8,000 $424K
J. Goldman & Co LP 0.01% Reduce -60.5% 8,000 $424K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.01% Add +28.2% 7,960 $422K
Oarsman Capital, Inc. 0.07% Add +15.1% 7,887 $418K
Hamilton Wealth, LLC 0.10% New 7,883 $418K
Apollon Wealth Management, LLC 0.01% Add +19.5% 7,752 $411K
Alpha Cubed Investments, LLC 0.02% No change 7,732 $410K
United Capital Financial Advisors, LLC 0.00% New 7,639 $405K
Fortitude Advisory Group L.L.C. 0.24% New 7,611 $404K
Dock Street Asset Management Inc. 0.05% New 7,600 $403K
Wealth Effects LLC 0.14% New 7,530 $399K
Great Valley Advisor Group, Inc. 0.01% Add +31.5% 7,498 $397K
Meixler Investment Management, Ltd. 0.29% Reduce -1.1% 7,413 $393K
Armbruster Capital Management, Inc. 0.08% No change 7,400 $393K
Future You Wealth LLC 0.28% — 7,371 $391K
Insight Advisors, LLC/ PA 0.07% Add +19.9% 7,291 $390K
Greenhouse Wealth Management, LLC 0.26% No change 7,313 $388K
Millington Financial Advisors, LLC 0.22% No change 6,719 $387K
Financial Management Professionals, Inc. 0.05% Add +0.7% 7,281 $386K
FourThought Financial Partners, LLC 0.04% New 7,269 $386K
Fire Capital Management LLC 0.29% — 7,268 $386K
OneAscent Wealth Management LLC 0.16% Add +9.6% 7,263 $385K
Midwest Financial Group LLC 0.22% New 7,248 $385K
Verus Financial Partners, Inc. 0.04% No change 7,122 $383K
GFG Capital, LLC 0.11% New 7,228 $383K
Clientfirst Wealth Management, LLC 0.39% — 7,225 $383K
Flagship Harbor Advisors, LLC 0.02% New 7,190 $381K
Watts Gwilliam & Co., LLC 0.08% No change 6,960 $381K
Everhart Financial Group, Inc. 0.08% No change 7,144 $379K
Thrivent Financial for Lutherans 0.00% Add +2.3% 7,660 $377K
Joseph P. Lucia & Associates, LLC 0.17% Add +4.5% 7,051 $374K
ZEGA Investments, LLC 0.11% — 6,243 $373K
Tme Financial, Inc. 0.35% — 10,300 $372K
Capital Investment Advisors, LLC 0.01% New 6,992 $371K
Ycg, LLC 0.03% New 6,984 $371K
Ridgewood Investments LLC 0.18% Add +76.7% 6,980 $370K
Mason & Associates Inc 0.09% New 6,963 $369K
Vista Investment Partners Ii, LLC 0.22% — 6,942 $368K
Investment Partners Asset Management, Inc. 0.29% Add +11.1% 6,883 $365K
Raymond James Financial Inc. 0.00% — 6,876 $365K
Relyea Zuckerberg Hanson LLC 0.05% New 6,870 $364K
Ascent Wealth Partners, LLC 0.05% New 6,842 $363K
Elevation Point Wealth Partners, LLC 0.03% New 6,825 $362K
Encompass Wealth Advisors, LLC 0.15% New 6,808 $361K
Golden State Wealth Management, LLC 0.05% — 6,760 $359K
Cardiff Park Advisors, LLC 0.03% Add +8.0% 6,734 $357K
Silvercrest Asset Management Group LLC 0.00% Add +15.0% 6,730 $357K
Peak Planning Group, LLC 0.15% New 6,716 $356K
Rossby Financial, LCC 0.23% — 6,700 $355K
United Bank 0.04% New 6,693 $355K
San Luis Wealth Advisors LLC 0.07% Add +8.8% 6,687 $355K
Convergence Financial, LLC 0.07% New 6,628 $352K
Seelaus Asset Management LLC 0.33% New 6,619 $351K
Capstone Financial Advisors, Inc. 0.02% New 6,592 $350K
Graypoint LLC 0.02% Reduce -61.2% 6,541 $347K
Consolidated Portfolio Review Corp 0.05% New 6,472 $343K
Seaview Investment Managers LLC 0.09% New 6,453 $342K
Maia Wealth LLC 0.07% New 5,926 $342K
Ballew Advisors, Inc 0.22% New 6,380 $340K
Naviter Wealth, LLC 0.04% No change 6,400 $340K
Walleye Trading LLC 0.01% Reduce -50.9% 6,369 $338K
Holistic Financial Partners 0.17% Add +0.2% 6,351 $337K
Lauer Wealth, LLC 0.23% New 6,350 $337K
Alpine Global Management, LLC 0.11% New 6,337 $336K
Avid Wealth Partners LLC 0.24% Add +1.7% 6,312 $335K
Sara-Bay Financial 0.12% New 6,225 $333K
Avaii Wealth Management, LLC 0.16% New 6,275 $333K
Ascentis Independent Advisors 0.06% New 6,275 $333K
Federation des caisses Desjardins du Quebec 0.00% Add +107.2% 6,274 $333K
Stifel Financial Corp. 0.00% New 6,251 $332K
GR Financial Group, LLC 0.06% New 6,243 $331K
Tradition Wealth Management, LLC 0.03% New 6,221 $330K
Dorsey & Whitney Trust CO LLC 0.02% Reduce -22.4% 6,220 $330K
Debussy Capital Management LP 0.05% New 5,712 $329K
Pallas Capital Advisors LLC 0.01% Add +18.9% 6,177 $328K
Plancorp, LLC 0.01% Add +0.1% 6,175 $328K
All Terrain Financial Advisors, LLC 0.13% New 6,173 $327K
MIG Capital, LLC 0.03% New 6,148 $326K
Citrine Capital LLC 0.24% — 6,119 $325K
Moseley Investment Management Inc. 0.13% New 6,112 $324K
Bluespring Wealth Management, LLC 0.03% New 6,082 $323K
Abound Financial, LLC 0.16% — 6,071 $322K
Correct Capital Wealth Management 0.06% No change 6,070 $322K
Pure Financial Advisors, LLC 0.01% New 6,024 $320K
Altus Wealth Group LLC 0.14% Add +5.5% 6,014 $319K
Coordinated Financial Services, Inc. 0.25% — 6,006 $319K
Leavell Investment Management, Inc. 0.02% No change 6,001 $318K
Avondale Wealth Management 0.20% Reduce -14.9% 6,000 $318K
Pacific Point Advisors, LLC 0.19% — 6,000 $318K
Astra Wealth Partners LLC 0.30% — 5,988 $318K
McAdam, LLC 0.02% New 5,973 $317K
DGS Capital Management, LLC 0.08% New 5,931 $315K
Defined Financial Planning LLC 0.33% — 5,901 $313K
Benin Management CORP 0.09% New 5,900 $313K
Mission Wealth Management, LP 0.01% New 5,805 $308K
Sage Mountain Advisors LLC 0.02% New 5,790 $307K
Verus Capital Partners, LLC 0.03% New 5,789 $307K
Modern Wealth Management, LLC 0.01% New 5,788 $307K
Sax Wealth Advisors, LLC 0.02% New 5,758 $305K
Tritonpoint Wealth, LLC 0.03% New 5,713 $303K
Cidel Asset Management Inc. 0.02% No change 5,700 $302K
Cushing Capital Partners, LLC 0.29% — 5,688 $302K
Allie Family Office LLC 0.17% Reduce -25.0% 5,679 $301K
Strategy Asset Managers LLC 0.06% New 5,675 $301K
Continuum Advisory, LLC 0.04% Reduce -6.0% 5,674 $301K
Kennedy Investment Group, Inc. 0.14% New 5,630 $299K
GFS Advisors, LLC 0.04% New 5,587 $296K
Synovus Financial Corp. 0.00% New 5,571 $296K
Equitable Trust Co. 0.02% New 5,551 $294K
Guardian Wealth Advisors, LLC / NC 0.02% New 5,544 $294K
Retirement Planning Co of New England, Inc. 0.14% New 5,517 $293K
Global Endowment Management, LP 0.04% New 5,500 $292K
Clarius Group, LLC 0.02% New 5,468 $290K
Evanson Asset Management, LLC 0.02% New 5,466 $290K
Cypress Capital Group 0.04% New 5,460 $290K
Columbus Macro, LLC 0.04% New 5,449 $289K
Investment Management Corp. /Va/ 0.26% — 5,447 $289K
Aspiring Ventures, LLC 0.18% — 4,825 $288K
Samalin Investment Counsel, LLC 0.12% New 5,419 $288K
Spectrum Wealth Counsel, LLC 0.03% Add +327.9% 5,417 $287K
Carret Asset Management, LLC 0.03% New 5,399 $286K
Howland Capital Management LLC 0.01% New 5,378 $285K
Blue Trust, Inc. 0.00% Add +14.8% 5,360 $284K
Mosaic Financial Group, LLC 0.20% New 5,359 $284K
FRG Family Wealth Advisors LLC 0.05% New 5,342 $283K
Sunburst Financial Group, LLC 0.07% New 5,341 $283K
St Germain D J Co. Inc. 0.01% No change 5,296 $281K
Verdence Capital Advisors LLC 0.02% Reduce -35.2% 5,281 $280K
Claret Asset Management Corp 0.04% New 5,275 $280K
Lifestyle Asset Management, Inc. 0.15% New 5,272 $280K
Financial Security Advisor, Inc. 0.07% New 5,265 $279K
Whalen Wealth Management Inc. 0.19% New 5,251 $279K
Embree Financial Group 0.05% New 5,244 $278K
JPMorgan Chase & Co. 0.00% Add +1254.5% 5,242 $278K
HTLF Bank 0.03% New 5,227 $277K
Rathbones Group PLC 0.00% Reduce -87.0% 5,183 $275K
NorthRock Partners, LLC 0.01% New 5,176 $275K
Primoris Wealth Advisors, LLC 0.21% New 5,173 $274K
FSB Premier Wealth Management, Inc. 0.11% New 5,141 $273K
Fishman Jay A Ltd. 0.03% New 5,135 $272K
Circle Wealth Management, LLC 0.01% New 5,135 $272K
Cornerstone Planning Group LLC 0.07% No change 4,702 $271K
First Heartland Consultants, Inc. 0.03% New 5,084 $270K
LGL Partners, LLC 0.04% New 5,059 $268K
Carolinas Wealth Consulting LLC 0.05% Add +8.5% 5,049 $268K
Gibson Capital, LLC 0.05% New 5,047 $268K
Stone House Investment Management, LLC 0.07% Add +185.6% 5,015 $266K
Provident Wealth Management, LLC 0.09% New 5,000 $265K
LRI Investments, LLC 0.03% New 5,000 $265K
Quinn Opportunity Partners LLC 0.02% New 5,000 $265K
Cascade Financial Partners, LLC 0.03% New 4,933 $262K
Petredis Investment Advisors LLC 0.03% New 4,912 $261K
Integrity Financial Corp 0.15% New 4,893 $260K
Trilogy Capital Inc. 0.01% New 4,881 $259K
Nautilus Advisors LLC 0.20% — 4,854 $258K
Riverview Capital Advisers, LLC 0.08% New 4,835 $256K
Qube Research & Technologies Ltd 0.00% New 4,821 $256K
Princeton Global Asset Management LLC 0.05% Add +22.2% 4,818 $256K
First Horizon Advisors, Inc. 0.01% Add +59.0% 4,771 $253K
Stordahl Capital Management, Inc. 0.06% New 4,763 $253K
Ieq Capital, LLC 0.00% New 4,758 $252K
Finer Wealth Management, Inc. 0.14% New 4,753 $252K
Signature Estate & Investment Advisors LLC 0.01% New 4,724 $251K
Emerald Advisers, LLC 0.01% New 4,722 $251K
MBL Wealth, LLC 0.03% New 4,717 $250K
Galvin, Gaustad & Stein, LLC 0.02% New 4,680 $248K
Element Wealth, LLC 0.13% New 4,678 $248K
Kirtland Hills Capital Management, LLC 0.16% New 4,630 $246K
Silicon Valley Capital Partners 0.03% Add +1435.3% 4,606 $244K
Hoey Investments, Inc. 0.04% Add +188.1% 4,595 $244K
Stonebridge Financial Group, LLC 0.03% — 4,569 $242K
Solitude Financial Services 0.11% New 4,555 $242K
Lake Street Private Wealth, LLC 0.04% New 4,555 $242K
Bulltick Wealth Management, LLC 0.06% New 4,549 $241K
Miller Financial Services LLC 0.20% — 4,519 $240K
HBW Advisory Services LLC 0.02% New 4,502 $239K
Cannon Global Investment Management, LLC 0.59% Reduce -22.4% 4,500 $239K
Edge Wealth Management LLC 0.05% New 4,500 $239K
Howe & Rusling Inc. 0.02% New 4,495 $238K
Hippocratic Financial Advisors, LLC 0.17% — 4,492 $238K
Beacon Financial Advisory LLC 0.08% Reduce -36.1% 4,475 $237K
DAVENPORT & Co LLC 0.00% New 4,461 $237K
1ST Source Bank 0.01% New 4,450 $236K
SFG Wealth Management, LLC. 0.12% New 4,437 $235K
Phillips Financial Management, LLC 0.02% New 4,416 $234K
SouthState Bank Corp 0.02% Add +5.5% 4,411 $234K
Mainstream Capital Management LLC 0.16% New 4,400 $233K
Obermeyer Wealth Partners 0.01% New 4,388 $233K
Pennington Partners & Co., LLC 0.12% — 4,382 $232K
Beacon Bank & Trust 0.05% New 4,366 $232K
Three Bridge Wealth Advisors, LLC 0.08% New 4,325 $229K
Roanoke Asset Management Corp./ NY 0.07% New 4,325 $229K
West Michigan Advisors, LLC 0.07% New 4,314 $229K
Tectonic Advisors LLC 0.01% New 4,313 $229K
Nicolet Advisory Services, LLC 0.02% New 4,236 $228K
Financial Advisors Network, Inc. 0.04% — 4,273 $227K
Optas, LLC 0.05% New 4,272 $227K
Kera Capital Partners, Inc. 0.06% — 4,228 $224K
Soltis Investment Advisors LLC 0.02% New 4,211 $223K
Meridian Wealth Management, LLC 0.01% New 4,207 $223K
Simplicity Wealth,LLC 0.05% Reduce -78.6% 4,206 $223K
Rosenberg Matthew Hamilton 0.06% Add +78.3% 4,191 $222K
J. L. Bainbridge & Co., Inc. 0.02% New 4,163 $221K
FPC Investment Advisory, Inc. 0.16% No change 3,823 $221K
LJI Wealth Management, LLC 0.04% New 4,150 $220K
Kellett Wealth Advisors, LLC 0.15% New 4,148 $220K
Foundation Wealth Management, LLC 0.17% New 4,146 $220K
Advisory Alpha, LLC 0.01% New 4,141 $220K
Cutler Investment Counsel LLC 0.03% New 4,138 $220K
Sprott Inc. 0.01% New 4,126 $219K
Promethium Advisors,llc 0.15% New 4,100 $218K
W Advisors, LLC 0.13% New 4,100 $218K
Strategic Advocates LLC 0.07% New 4,072 $216K
Sanders Morris Harris LLC 0.03% New 4,000 $215K
Spire Wealth Management 0.01% New 4,030 $214K
O'Dell Group, LLC 0.05% New 4,022 $213K
Partners Wealth Management, LLC 0.24% — 4,015 $213K
Cottage Street Advisors LLC 0.11% New 4,000 $212K
GK Wealth Management LLC 0.27% — 3,990 $212K
Greenwich Wealth Management LLC 0.01% New 3,962 $210K
Berger Financial Group, Inc 0.01% New 3,927 $208K
Copperwynd Financial, LLC 0.06% New 3,884 $206K
VanderPol Investments L.L.C. 0.45% New 3,857 $205K
Trust Co. of Vermont 0.01% Add +134.4% 3,854 $204K
International Assets Investment Management, LLC 0.02% Add +309.9% 3,689 $204K
Capital Investment Advisory Services, LLC 0.02% New 3,847 $204K
Callan Capital, LLC 0.01% New 3,839 $204K
Global Financial Private Client, LLC 0.08% Reduce -0.5% 3,838 $204K
Armstrong Advisory Group, Inc. 0.02% No change 3,827 $203K
Hutchens & Kramer Investment Management Group, LLC 0.11% New 3,824 $203K
Alliance Wealth Advisors, LLC 0.12% New 3,807 $202K
Tucker Asset Management LLC 0.05% Add +10.9% 3,805 $202K
CFO4Life Group, LLC 0.04% New 3,789 $201K
Winch Advisory Services, LLC 0.05% Add +19.1% 3,532 $187K
Wilmington Savings Fund Society, FSB 0.00% Add +2698.4% 3,470 $184K
Wells Fargo & Company 0.00% Add +329700.0% 3,298 $175K
Ancora Advisors LLC 0.00% Add +114.4% 3,293 $175K
Toronto Dominion Bank 0.00% No change 3,000 $159K
DecisionPoint Financial, LLC 0.05% New 2,897 $154K
Walleye Capital LLC 0.00% New 2,830 $150K
Manchester Capital Management LLC 0.02% Add +205.0% 2,782 $148K
Barrett & Company, Inc. 0.06% New 2,755 $146K
Atala Financial Inc 0.10% — 2,695 $143K
AdvisorNet Financial, Inc 0.01% Add +52.4% 2,651 $141K
HHM Wealth Advisors, LLC 0.02% Add +43033.3% 2,588 $137K
Tsfg, LLC 0.03% New 2,571 $136K
Capital Analysts, LLC 0.01% Add +55.6% 2,529 $134K
Headlands Technologies LLC 0.01% Reduce -33.9% 2,503 $133K
Private Wealth Management Group, LLC 0.05% Add +260.5% 2,491 $132K
AlphaMark Advisors, LLC 0.06% Add +8.9% 2,455 $130K
Greenline Partners, LLC 0.02% New 2,441 $129K
MassMutual Private Wealth & Trust, FSB 0.00% Add +63.9% 2,437 $129K
Physician Wealth Advisors, Inc. 0.02% New 2,352 $125K
Cedar Mountain Advisors, LLC 0.03% Add +72.3% 2,347 $125K
Hollencrest Capital Management 0.01% Add +70.7% 2,342 $124K
North Star Investment Management Corp. 0.01% Add +22.5% 2,328 $124K
Nemes Rush Group LLC 0.01% Add +25.9% 2,282 $121K
Gen-Wealth Partners Inc 0.05% No change 2,270 $120K
Beaird Harris Wealth Management, LLC 0.01% Add +0.2% 2,210 $117K
Whittier Trust Co. 0.00% Add +391.1% 2,210 $117K
Glen Eagle Advisors, LLC 0.02% Add +18.9% 2,180 $116K
Hantz Financial Services, Inc. 0.00% Add +1.4% 2,168 $115K
Global Wealth Strategies & Associates 0.04% Reduce -5.3% 2,162 $115K
Chesapeake Asset Management LLC 0.11% New 2,151 $114K
Natixis 0.00% New 2,177 $113K
Glass Jacobson Investment Advisors llc 0.04% Add +99.1% 2,110 $112K
Eagle Bay Advisors LLC 0.07% Reduce -5.8% 2,081 $110K
Kestra Investment Management, LLC 0.00% New 2,077 $110K
UMB Bank, n.a. 0.00% Add +4.8% 2,053 $109K
Friedenthal Financial 0.06% Reduce -34.0% 1,994 $106K
Brown Brothers Harriman & Co. 0.00% No change 1,985 $105K
WR Wealth Planners, LLC 0.03% Add +63.7% 1,974 $105K
TD Waterhouse Canada Inc. 0.00% Reduce -3.0% 1,935 $103K
Game Plan Financial Advisors, LLC 0.05% Add +540.0% 1,920 $102K
Vermillion Wealth Management, Inc. 0.05% — 1,928 $102K
Bogart Wealth, LLC 0.00% Reduce -16.9% 1,923 $102K
Compass Financial Services Inc 0.05% — 1,827 $97K
Laurel Wealth Advisors LLC 0.02% No change 1,820 $97K
Luminist Capital LLC 0.17% — 1,804 $96K
Valley National Advisers Inc. 0.02% Add +191.0% 1,787 $94K
Harbour Investments, Inc. 0.00% Add +1822.8% 1,769 $94K
Vestor Capital, LLC 0.01% New 1,762 $93K
Arlington Trust Co LLC 0.02% Add +580.0% 1,700 $90K
Horrell Capital Management, Inc. 0.03% Add +66.9% 1,699 $90K
Accredited Wealth Management, LLC 0.08% — 1,640 $87K
Indiana Trust & Investment Management Co 0.03% Reduce -8.4% 1,580 $84K
SOA Wealth Advisors, LLC. 0.02% Reduce -3.0% 1,571 $83K
WASHINGTON TRUST Co 0.00% Add +175.0% 1,554 $82K
SJS Investment Consulting Inc. 0.01% Reduce -35.1% 1,539 $82K
Bfsg, LLC 0.01% Add +5.2% 1,536 $81K
Pilgrim Partners Asia Pte Ltd 0.07% — 1,500 $80K
Innovative Advisory Group, LLC 0.07% — 1,485 $79K
Optimum Investment Advisors 0.03% New 1,430 $76K
Asset Dedication, LLC 0.01% Add +73.6% 1,408 $75K
Tortoise Investment Management, LLC 0.01% Add +90.0% 1,330 $71K
Truvestments Capital LLC 0.02% Add +2153.4% 1,307 $69K
Bruce G. Allen Investments, LLC 0.05% No change 1,272 $67K
Measured Risk Portfolios, Inc. 0.07% — 1,257 $67K
Bernard Wealth Management Corp. 0.03% — 1,250 $66K
West Financial Advisors, LLC 0.01% Add +10.6% 1,228 $65K
Burkett Financial Services, LLC 0.03% No change 1,211 $64K
Orion Capital Management LLC 0.03% New 1,204 $64K
Salem Investment Counselors Inc. 0.00% Add +12.7% 1,155 $61K
Wolff Wiese Magana LLC 0.04% New 1,137 $60K
Avion Wealth 0.01% New 1,100 $58K
Parkside Financial Bank & Trust 0.01% Add +10.1% 1,093 $58K
Future Financial Wealth Managment LLC 0.04% Add +2000.0% 1,050 $56K
Perkins Coie Trust Co 0.01% New 1,045 $55K
Plante Moran Financial Advisors, LLC 0.00% New 1,041 $55K
DT Investment Partners, LLC 0.00% Add +135.8% 1,033 $55K
Quintet Private Bank (Europe) S.A. 0.00% New 1,000 $53K
Morse Asset Management, Inc 0.01% New 1,000 $53K
Hazlett, Burt & Watson, Inc. 0.02% No change 1,000 $53K
Creekmur Asset Management LLC 0.01% No change 980 $52K
Evermay Wealth Management LLC 0.01% New 950 $50K
Bartlett & Co. Wealth Management LLC 0.00% New 925 $49K
Bare Financial Services, Inc 0.02% New 910 $48K
Main Management LLC 0.00% Add +188.9% 910 $48K
Front Row Advisors LLC 0.02% New 900 $48K
Grove Bank & Trust 0.01% New 895 $47K
Curio Wealth, LLC 0.03% — 889 $47K
Covestor Ltd 0.03% Reduce -72.5% 887 $47K
Morgan Dempsey Capital Management LLC 0.02% New 873 $46K
Oakworth Capital, Inc. 0.00% New 826 $44K
Sandy Spring Bank 0.00% No change 815 $43K
New Wave Wealth Advisors LLC 0.02% New 807 $43K
Fairway Wealth LLC 0.02% Add +15.1% 764 $41K
Sound Income Strategies, LLC 0.00% No change 742 $39K
Millstone Evans Group, LLC 0.03% — 716 $38K
HM Payson & Co. 0.00% No change 676 $36K
Pathway Financial Advisers, LLC 0.01% Add +52.9% 665 $35K
New England Capital Financial Advisors LLC 0.02% New 611 $32K
IAG Wealth Partners, LLC 0.01% New 600 $32K
Graney & King, LLC 0.02% — 592 $31K
Fairscale Capital, LLC 0.03% Reduce -53.5% 590 $31K
PSI Advisors, LLC 0.01% New 557 $30K
McIlrath & Eck, LLC 0.00% Add +20.4% 538 $29K
Whittier Trust Co. of Nevada Inc. 0.00% New 521 $28K
Beacon Capital Management, LLC 0.00% New 520 $28K
Crewe Advisors LLC 0.00% Add +151.0% 502 $27K
Kathleen S. Wright Associates Inc. 0.01% Add +17.5% 470 $27K
Stephens Consulting, LLC 0.01% Add +62.8% 490 $26K
City Holding Co. 0.00% Add +95.2% 488 $26K
High Note Wealth, LLC 0.01% New 480 $25K
Union Savings Bank 0.01% New 473 $25K
Brown, Lisle/Cummings, Inc. 0.01% No change 465 $25K
Vision Financial Markets LLC 0.03% — 464 $25K
Strengthening Families & Communities, LLC 0.01% New 458 $24K
HighMark Wealth Management LLC 0.01% Reduce -31.8% 450 $24K
Decker Retirement Planning Inc. 0.01% — 442 $23K
Kohmann Bosshard Financial Services, LLC 0.00% New 441 $23K
TD Capital Management LLC 0.00% Add +8440.0% 427 $23K
Jones Financial Companies LLLP 0.00% New 412 $22K
GoalVest Advisory LLC 0.01% No change 404 $21K
Putney Financial Group LLC 0.02% — 375 $20K
AllSquare Wealth Management LLC 0.01% New 370 $20K
Winthrop Capital Management, LLC 0.01% New 359 $19K
Human Investing LLC 0.00% New 352 $19K
City State Bank 0.01% Add +148.2% 335 $18K
Founders Capital Management 0.01% No change 331 $18K
Castleview Partners, LLC 0.01% New 305 $17K
Berbice Capital Management LLC 0.01% — 300 $16K
Ameliora Wealth Management Ltd. 0.01% New 300 $16K
RE Dickinson Investment Advisors, LLC 0.01% Add +9.5% 288 $15K
MPWM Advisory Solutions, LLC 0.01% — 284 $15K
PFS Partners, LLC 0.01% Add +200.0% 282 $15K
Concourse Financial Group Securities, Inc. 0.00% Add +0.0% 250 $15K
Bank of New Hampshire 0.00% No change 275 $15K
Wingate Wealth Advisors, Inc. 0.01% — 272 $14K
Westend Capital Management, LLC 0.00% No change 261 $14K
IFS Advisors, LLC 0.01% No change 260 $14K
Breakwater Investment Management 0.01% No change 253 $13K
Signature Resources Capital Management, LLC 0.01% New 245 $13K
GHP Investment Advisors, Inc. 0.00% Add +62.0% 243 $13K
Mather Group, Llc. 0.00% New 229 $12K
American Capital Advisory, LLC 0.01% Add +59.1% 226 $12K
Sterling Capital Management LLC 0.00% New 219 $12K
GPS Wealth Strategies Group, LLC 0.00% New 216 $11K
Valued Wealth Advisors LLC 0.01% No change 211 $11K
Migdal Insurance & Financial Holdings Ltd. 0.00% New 200 $11K
Sittner & Nelson, LLC 0.00% Add +106.0% 206 $11K
Northwestern Mutual Wealth Management Co. 0.00% Add +11.0% 202 $11K
Morton Brown Family Wealth, LLC 0.00% New 200 $11K
Peoples Bank 0.01% No change 200 $11K
Tidemark, LLC 0.00% New 199 $11K
DiNuzzo Private Wealth, Inc. 0.00% New 192 $10K
Ruedi Wealth Management, Inc. 0.00% New 190 $10K
Cary Street Partners Investment Advisory LLC 0.01% Reduce -99.1% 186 $10K
Mb, Levis & Associates, LLC 0.00% Add +68.2% 185 $10K
Nvwm, LLC 0.00% No change 185 $10K
Pacific Capital Wealth Advisors, Inc. 0.00% No change 185 $10K
Strategic Investment Solutions, Inc. 0.00% New 165 $9K
Aviso Financial Inc. 0.00% New 159 $8K
Salomon & Ludwin, LLC 0.00% Add +4.6% 158 $8K
Financial Gravity Companies, Inc. 0.00% New 155 $8K
Westside Investment Management, Inc. 0.00% New 155 $8K
New Millennium Group LLC 0.00% New 152 $8K
Roble, Belko & Company, Inc 0.00% Add +172.4% 158 $8K
CENTRAL TRUST Co 0.00% No change 140 $7K
Johnson Financial Group, Inc. 0.00% Reduce -66.7% 120 $7K
Elevation Wealth Partners, LLC 0.00% No change 122 $6K
CKW Financial Group 0.00% New 110 $6K
Deane Retirement Strategies, Inc. 0.00% Reduce -99.5% 109 $6K
Denver PWM, LLC 0.00% New 108 $6K
Albion Financial Group 0.00% No change 104 $6K
Runnymede Capital Advisors, Inc. 0.00% — 103 $5K
Minot DeBlois Advisors LLC 0.00% — 100 $5K
Global Trust Asset Management, LLC 0.00% New 100 $5K
Independence Bank of Kentucky 0.00% No change 100 $5K
West Paces Advisors Inc. 0.00% New 95 $5K
Briaud Financial Planning Inc 0.00% New 100 $5K
Vermillion & White Wealth Management Group, LLC 0.00% New 90 $5K
Richards, Merrill & Peterson, Inc. 0.00% — 90 $5K
Financial Perspectives, Inc 0.00% No change 90 $5K
Redwood Park Advisors LLC 0.00% — 85 $5K
CarsonAllaria Wealth Management, Ltd. 0.00% New 85 $5K
Coppell Advisory Solutions LLC 0.00% New 79 $4K
WealthTrak Capital Management LLC 0.00% — 78 $4K
Wood Tarver Financial Group, LLC 0.00% — 77 $4K
Medallion Wealth Advisors, LLC 0.00% — 75 $4K
Roxbury Financial LLC 0.00% — 66 $4K
Rialto Wealth Management, LLC 0.00% — 64 $3K
First PREMIER Bank 0.00% No change 50 $3K
Northwest Capital Management Inc 0.00% No change 52 $3K
Safe Harbor Fiduciary, LLC 0.00% No change 51 $3K
CNB Bank 0.00% Reduce -87.3% 50 $3K
Wellington Shields & Co., LLC 0.00% New 50 $3K
Ritter Daniher Financial Advisory LLC / DE 0.00% New 40 $2K
Centerpoint Advisors, LLC 0.00% Add +14.3% 40 $2K
JFS Wealth Advisors, LLC 0.00% Reduce -96.7% 35 $2K
Moisand Fitzgerald Tamayo, LLC 0.00% Add +25.0% 20 $1K
Aspect Partners, LLC 0.00% New 16 $849
Anchor Investment Management, LLC 0.00% No change 15 $796
Berkshire Capital Holdings Inc. 0.00% No change 10 $531
Frazier Financial Advisors, LLC 0.00% New 9 $482
Christopher J. Hasenberg, Inc 0.00% New 9 $477
LGT Financial Advisors LLC 0.00% Add +50.0% 9 $467
Bear Mountain Capital, Inc. 0.00% No change 5 $294
MCF Advisors LLC 0.00% New 4 $213
Stuart Chaussee & Associates, Inc. 0.00% New 4 $212
Marshall & Sterling Wealth Advisors Inc. 0.00% — 4 $212
Toth Financial Advisory Corp. 0.00% Add +50.0% 3 $160
Lanark Financial, Inc. 0.01% — 2 $148
FMR LLC 0.00% New 1 $53

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