iShares Bitcoin Trust ETFIBITETF

13F holders, Q1 2025 (March 31)
1,187holders +74
219new positions
134sold out
5famous investors
$46.87avg. 13F price*

At the end of Q1 2025, 1,187 institutions reported holding iShares Bitcoin Trust ETF (IBIT) in their 13F filings, up 74 from Q4 2024. 219 opened new positions and 134 sold out. The largest holders were Goldman Sachs Group Inc. ($1.1B), Brevan Howard Capital Management LP ($1.0B) and Millennium Management ($823.3M). 5 famous investors held it, including Paul Tudor Jones (2.0% of Tudor Investment Corporation's portfolio), Israel Englander (0.8% of Millennium Management's portfolio) and Steve Cohen (0.6% of Point72 Asset Management'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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions219$527.3M
Exits134$1.6B

All 13F filers, Q4 2024 → Q1 2025: 44,354,046 shares bought and 97,135,734 shares sold, net −52,781,688 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,187 holders

Goldman Sachs Group Inc. 0.21% Reduce -2.9% 23,378,954 $1.1B
Brevan Howard Capital Management LP 29.17% Reduce -15.7% 21,567,122 $1.0B
Millennium Management 0.83% Reduce -41.1% 17,587,156 $823.3M
Avenir Tech Ltd 93.71% Add +30.8% 14,766,760 $691.2M
Symmetry Investments LP 45.68% Reduce -14.4% 10,853,600 $508.1M
Susquehanna International Group, LLP 0.82% Add +141.0% 10,648,970 $498.5M
Mubadala Investment Co PJSC 2.32% Add +6.0% 8,726,972 $408.5M
D. E. Shaw & Co. 0.49% Reduce -16.0% 8,121,968 $380.2M
Capula Management Ltd 2.68% Reduce -16.5% 7,742,160 $362.4M
Marex Group Ltd 5.87% Reduce -2.9% 6,534,586 $305.9M
Jane Street Group, LLC 0.55% Reduce -59.5% 6,518,434 $305.1M
BlackRock, Inc. 0.01% Add +124.7% 5,853,406 $274.0M
Farallon Capital Management, L.L.C. 1.46% Reduce -20.2% 5,793,800 $271.2M
Schonfeld Strategic Advisors LLC 1.70% Reduce -18.4% 5,416,681 $253.6M
Morgan Stanley 0.02% Add +3.2% 5,014,623 $234.7M
Tudor Investment Corporation 1.98% Reduce -41.0% 4,745,526 $222.1M
Galaxy Group Investments LLC 47.07% Reduce -31.6% 4,675,490 $218.9M
Point72 Asset Management 0.58% Add +48.5% 4,250,022 $198.9M
Barclays PLC 0.08% Add +59.2% 3,938,078 $184.3M
CRCM LP 60.53% Add +4.7% 3,154,810 $147.7M
Citadel Advisors 0.15% Add +195.4% 3,139,079 $146.9M
Macquarie Group Ltd. 0.18% Add +6.0% 3,077,292 $144.0M
BSN CAPITAL PARTNERS Ltd 6.48% New 2,800,000 $133.2M
Sculptor Capital LP 4.60% Reduce -77.0% 2,813,459 $131.7M
Pine Ridge Advisers LLC 8.87% Add +0.2% 2,212,705 $103.6M
Graham Capital Management, L.P. 4.81% Reduce -5.8% 2,211,852 $103.5M
Weiss Asset Management LP 3.89% Add +8.8% 2,115,864 $99.0M
ParaFi Capital LP 43.07% No change 1,887,501 $88.4M
Cantor Fitzgerald, L. P. 3.24% Add +12.3% 1,837,847 $86.0M
Bank of Montreal 0.04% Reduce -18.6% 1,532,839 $71.8M
Castle Hook Partners LP 1.84% Add +104.2% 1,496,492 $70.1M
Pinpoint Asset Management Ltd 12.05% No change 1,483,578 $69.4M
DRW Securities, LLC 5.73% Reduce -78.6% 1,443,890 $67.6M
Fortress Investment Group LLC 11.03% No change 1,325,000 $62.0M
LPL Financial LLC 0.02% Add +70.3% 1,281,979 $60.0M
Senator Investment Group LP 3.14% New 1,265,000 $59.2M
Kaleidoscope Capital LP 32.53% Add +498.7% 1,168,889 $54.7M
Betterment LLC 0.10% Add +13.3% 870,342 $40.7M
Horizon Kinetics Asset Management LLC 0.47% Add +0.7% 870,320 $40.7M
Maplelane Capital, LLC 3.77% Add +14.6% 865,000 $40.5M
Verition Fund Management LLC 0.22% Reduce -24.2% 809,799 $37.9M
Ovata Capital Management Ltd 13.63% Add +80.8% 761,468 $35.9M
Tairen Capital Ltd 2.28% New 737,600 $34.5M
Private Advisor Group, LLC 0.20% Add +69.6% 711,800 $33.3M
Wealthfront Advisers LLC 0.09% Add +36.7% 708,008 $33.1M
Allen Operations LLC 5.16% New 670,200 $31.4M
Financial Sense Advisors, Inc. 8.91% Add +6.1% 665,772 $31.2M
Titan Global Capital Management USA LLC 6.33% Reduce -8.1% 656,430 $30.7M
PNC Financial Services Group, Inc. 0.02% Add +9.4% 643,340 $30.1M
IvyRock Asset Management (HK) Ltd 13.49% Add +0.1% 613,100 $28.7M
Commonwealth Equity Services, LLC 0.04% Add +15.3% 584,587 $27.4M
Wells Fargo & Company 0.01% Add +16897.2% 560,568 $26.2M
Cambridge Investment Research Advisors, Inc. 0.09% Add +5.2% 559,397 $26.2M
Aristides Capital LLC 9.51% Add +6.3% 546,998 $25.6M
Logan Stone Capital, LLC 11.86% Reduce -47.6% 542,904 $25.4M
ExodusPoint Capital Management, LP 0.33% Reduce -62.0% 540,449 $25.3M
Mariner, LLC 0.04% Add +19.3% 530,934 $24.9M
Oxler Private Wealth LLC 8.33% Add +1.2% 506,460 $23.7M
Simplex Trading, LLC 0.84% New 503,019 $23.5M
All-Stars Investment Ltd 7.23% Add +12.3% 501,000 $23.5M
Ardmore Road Asset Management LP 2.34% Add +1202.9% 488,000 $22.8M
Himension Capital (singapore) Pte. LTD. 1.94% Add +121.1% 485,299 $22.7M
Landscape Capital Management, L.L.C. 1.90% Add +60.1% 456,262 $21.4M
Copperleaf Capital, LLC 12.72% Add +13.3% 454,603 $21.3M
Trans-Canada Capital Inc. 1.61% New 430,901 $20.2M
Paragon Advisors, LLC 7.56% Add +5.4% 427,137 $20.0M
Verde Servicos Internacionais S.A. 11.39% Reduce -2.1% 426,100 $19.9M
Parkwood LLC 1.93% Add +20.6% 422,072 $19.8M
Wolverine Asset Management LLC 1.48% Add +1086.5% 421,153 $19.7M
Tidal Investments LLC 0.17% Add +67.1% 417,141 $19.5M
Financial Engines Advisors L.L.C. 0.04% Add +27.5% 407,310 $19.1M
Lakewood Capital Management, LP 1.66% Reduce -22.3% 398,510 $18.7M
Cerity Partners LLC 0.04% Add +16.1% 398,381 $18.6M
HighTower Advisors, LLC 0.02% Add +31.8% 389,545 $18.2M
KADENSA CAPITAL Ltd 2.22% Add +2.1% 381,511 $17.9M
GenTrust, LLC 0.83% Add +0.1% 368,034 $17.2M
BlueCrest Capital Management Ltd 3.44% Reduce -69.4% 361,040 $16.9M
Bank of America Corp. 0.00% Reduce -12.2% 360,287 $16.9M
Yarbrough Capital, LLC 0.72% Add +15.7% 360,149 $16.9M
Acorn Financial Advisory Services Inc. 2.99% Add +28.4% 353,073 $16.5M
Jain Global LLC 0.34% New 347,641 $16.3M
Cetera Investment Advisers 0.03% Add +80.9% 346,623 $16.2M
Marshall Wace, LLP 0.02% New 344,955 $16.1M
Cresset Asset Management, LLC 0.08% Add +61.7% 328,905 $15.4M
Envestnet Asset Management Inc. 0.00% Add +57.4% 325,241 $15.2M
SkyBridge Capital II, LLC 100.00% Add +83.2% 325,110 $15.2M
Engineers Gate Manager LP 0.25% New 319,489 $15.0M
PPSC Investment Service Corp 1.70% New 317,000 $14.8M
Creative Planning 0.01% Add +28.5% 312,401 $14.6M
Foundations Investment Advisors, LLC 0.27% Add +4.6% 311,353 $14.6M
Zhang Financial LLC 0.77% Add +5.1% 310,982 $14.6M
Corient Private Wealth LP 0.02% Reduce -8.4% 300,595 $14.1M
US Bancorp \de 0.02% Add +14.3% 294,029 $13.8M
Group One Trading LLC 0.57% Add +685.1% 292,663 $13.7M
AlTi Global, Inc. 0.35% Add +92.8% 284,877 $13.3M
Main Street Research LLC 0.86% New 280,632 $13.1M
Captrust Financial Advisors 0.03% Add +104.5% 276,741 $13.0M
Hudson Bay Capital Management LP 0.09% Reduce -55.3% 274,934 $12.9M
Strong Tower Advisory Services 3.16% Reduce -1.3% 289,860 $12.8M
Fiduciary Alliance LLC 1.25% Add +11.3% 270,915 $12.7M
Ratan Capital Management LP 4.08% Reduce -57.1% 270,000 $12.6M
Capstone Investment Advisors, LLC 0.14% Reduce -9.4% 265,590 $12.4M
JPMorgan Chase & Co. 0.00% Add +4930.8% 263,714 $12.3M
Janus Henderson Group PLC 0.01% New 257,450 $12.2M
LMR Partners LLP 0.33% Reduce -12.1% 257,975 $12.1M
Encompass More Asset Management 3.54% Add +70.0% 253,337 $11.9M
X-Square Capital, LLC 5.04% Reduce -6.3% 250,426 $11.7M
Murchinson Ltd. 2.08% New 250,000 $11.7M
JBF Capital, Inc. 2.22% No change 247,000 $11.6M
Bleakley Financial Group, LLC 0.36% Add +25.5% 241,840 $11.3M
Moneta Group Investment Advisors LLC 0.15% Add +14.9% 238,119 $11.1M
Sovran Advisors, LLC 1.45% Add +29.2% 230,923 $11.1M
Quattro Financial Advisors LLC 3.75% Reduce -26.8% 233,455 $10.9M
Mint Tower Capital Management B.V. 8.28% Add +3.8% 231,360 $10.8M
MML Investors Services, LLC 0.04% Add +172.6% 227,502 $10.6M
K2 Principal Fund, L.P. 5.98% Reduce -16.7% 225,000 $10.5M
Cwm, LLC 0.04% Add +67.2% 224,418 $10.5M
UBS Group AG 0.00% Add +7.3% 220,779 $10.3M
Farringdon Capital, Ltd. 5.17% Add +82.0% 218,985 $10.3M
NewEdge Advisors, LLC 0.06% Add +125.3% 315,832 $10.2M
Magnus Financial Group LLC 0.98% Reduce -36.9% 215,237 $10.1M
Context Capital Management, LLC 13.24% Reduce -49.9% 211,000 $9.9M
NTV Asset Management LLC 1.29% Add +0.4% 207,524 $9.7M
HRT Financial LP 0.06% Add +1486.8% 202,790 $9.5M
Sara-Bay Financial 4.15% Add +3080.8% 198,002 $9.4M
Mutual Advisors, LLC 0.27% Add +10.1% 172,850 $9.4M
Advisory Services Network, LLC 0.18% Add +824.0% 198,883 $9.3M
Corvex Management LP 0.36% Reduce -83.3% 196,750 $9.2M
Sanctuary Advisors, LLC 0.06% Add +20.2% 194,801 $9.1M
Wolverine Trading, LLC 0.29% Add +76.0% 191,618 $9.1M
Wealth Enhancement Advisory Services, LLC 0.02% Add +31.5% 184,869 $8.7M
Evolution Wealth Advisors, LLC 1.44% Add +4.3% 184,330 $8.6M
Scotia Capital Inc. 0.05% Add +187.7% 183,822 $8.6M
PEAK6 LLC 0.33% Add +181.9% 181,896 $8.5M
Brookstone Capital Management 0.12% Reduce -7.8% 176,569 $8.3M
WINTON GROUP Ltd 0.50% New 175,926 $8.2M
Pekin Hardy Strauss, Inc. 0.97% Add +5.6% 170,996 $8.0M
Kestra Advisory Services, LLC 0.04% Add +4.5% 169,509 $7.9M
Trek Financial, LLC 0.57% Add +31.4% 169,107 $7.9M
Compass Ion Advisors, LLC 0.93% Reduce -1.6% 168,868 $7.9M
Clare Market Investments LLC 2.07% Reduce -3.5% 168,178 $7.9M
Lido Advisors, LLC 0.05% Add +83.9% 168,053 $7.9M
Verde Capital Management 2.18% Reduce -2.8% 163,358 $7.6M
Marathon Trading Investment Management LLC 4.09% Add +312.2% 161,576 $7.6M
Clear Street LLC 0.15% Reduce -55.6% 160,000 $7.5M
NewEdge Wealth, LLC 0.14% Add +26.0% 159,293 $7.5M
HGC Investment Management Inc. 2.64% Reduce -37.3% 157,849 $7.4M
Persistent Asset Partners Ltd 6.22% New 150,623 $7.1M
Jaffetilchin Investment Partners, LLC 0.51% Reduce -38.8% 150,558 $7.0M
Catalyst Funds Management Pty Ltd 1.84% Reduce -25.0% 150,000 $7.0M
Kamunting Street Capital Management, L.P. 4.70% Reduce -47.0% 149,967 $7.0M
Proficio Capital Partners LLC 0.54% Add +10.5% 147,830 $7.0M
O'Neil Global Advisors, Inc. 13.18% Add +334.1% 148,885 $7.0M
Corecam Pte. Ltd. 3.82% Add +25.9% 148,660 $7.0M
Alamea Verwaltungs GmbH 5.86% — 144,892 $6.8M
Proathlete Wealth Management LLC 2.46% Add +4.6% 144,408 $6.8M
Axxcess Wealth Management, LLC 0.18% Add +71.2% 144,293 $6.8M
Lifeworks Advisors, LLC 1.10% Add +3.0% 141,806 $6.6M
Flow Traders U.S. LLC 0.28% Reduce -67.9% 140,238 $6.6M
Cibc World Market Inc. 0.01% Add +35.0% 140,024 $6.6M
Elequin Capital, LP 1.71% Reduce -73.8% 138,451 $6.5M
Northeast Financial Consultants Inc 0.28% No change 135,924 $6.4M
Sapient Capital LLC 0.13% Add +13.5% 135,335 $6.3M
Bull Oak Capital, LLC 3.44% Add +8.0% 134,650 $6.3M
Ancient Art, L.P. 1.86% No change 134,000 $6.3M
Pettinga Financial Advisors LLC 1.45% Add +998.0% 131,548 $6.2M
Red Door Wealth Management, LLC 0.91% Add +7.4% 131,516 $6.2M
BRIGHT VALLEY CAPITAL Ltd 2.05% Reduce -78.5% 130,000 $6.1M
Pathstone Holdings, LLC 0.03% Add +1.0% 123,954 $5.8M
Aragon Global Management, LP 2.19% No change 121,850 $5.7M
Vishria Bird Financial Group, LLC 1.94% Reduce -1.7% 121,776 $5.7M
Insigneo Advisory Services, LLC 0.59% Add +3.0% 121,074 $5.7M
Cercano Management LLC 0.16% No change 117,140 $5.5M
VCI Wealth Management LLC 2.28% Add +3.4% 116,271 $5.4M
Palliser Capital (UK) Ltd 6.35% New 114,841 $5.4M
Concentrum Wealth Management 1.97% Add +7.1% 113,396 $5.3M
Heirloom Wealth Management 1.51% Add +70.3% 112,552 $5.3M
IHT Wealth Management, LLC 0.16% Add +136.1% 112,134 $5.2M
CIBC Private Wealth Group LLC 0.01% Add +72.5% 119,318 $5.2M
683 Capital Management, LLC 0.57% Reduce -60.0% 110,000 $5.1M
Integrated Wealth Concepts LLC 0.06% Add +77.7% 107,310 $5.0M
Wealthspire Advisors, LLC 0.03% Add +36.8% 106,033 $5.0M
Equitable Holdings, Inc. 0.05% Add +265.8% 105,301 $4.9M
Walleye Trading LLC 0.14% Add +1551.9% 105,211 $4.9M
Brown University 2.27% New 105,000 $4.9M
Wesbanco Bank Inc. 0.17% Add +4.8% 104,455 $4.9M
Epiq Partners, LLC 2.72% Add +2.0% 104,305 $4.9M
Gainplan LLC 3.14% Reduce -45.1% 102,936 $4.8M
CWA Asset Management Group, LLC 0.23% Reduce -5.0% 100,926 $4.7M
Kingswood Wealth Advisors, LLC 0.43% Add +1.2% 100,602 $4.7M
SCS Capital Management LLC 0.06% New 99,778 $4.7M
Farther Finance Advisors, LLC 0.12% Add +85.5% 96,017 $4.6M
Parallax Volatility Advisers, L.P. 0.18% Reduce -65.2% 99,044 $4.6M
Requisite Capital Management, LLC 1.03% Add +21.5% 97,377 $4.6M
Titleist Asset Management, LLC 0.53% Add +53.6% 96,821 $4.5M
Simplicity Wealth,LLC 0.35% Add +2190.8% 96,352 $4.5M
New Capital Management LP 1.26% New 93,820 $4.4M
Signal Advisors Wealth, LLC 0.43% Add +45.7% 93,115 $4.4M
Upper Left Wealth Management, LLC 3.12% Add +4.0% 92,922 $4.3M
Maripau Wealth Management LLC 2.49% Add +45.1% 92,650 $4.3M
Atlatl Advisers LLC 2.78% Add +1.8% 91,397 $4.3M
Cobblestone Asset Management LLC 2.48% Add +6.4% 90,691 $4.2M
BigSur Wealth Management LLC 1.15% Add +88.6% 90,595 $4.2M
Townsquare Capital LLC 0.05% Add +126.5% 90,367 $4.2M
Squarepoint Ops LLC 0.01% New 90,303 $4.2M
Kingsview Wealth Management, LLC 0.08% Add +17.6% 89,025 $4.2M
First Trust Advisors LP 0.00% Reduce -15.9% 88,537 $4.1M
Visionary Wealth Advisors 0.25% Add +14.1% 88,183 $4.1M
Forte Asset Management LLC 2.08% Add +19.1% 88,158 $4.1M
Avestar Capital, LLC 0.39% Add +5.9% 88,036 $4.1M
Arkadios Wealth Advisors 0.15% Add +98.3% 86,849 $4.1M
Compagnie Lombard Odier SCmA 0.05% Add +72.0% 85,015 $4.0M
Mercer Global Advisors Inc. 0.01% Reduce -33.0% 84,843 $4.0M
Bridger Management, LLC 1.93% Reduce -23.2% 83,119 $3.9M
Northern Trust Corp. 0.00% Add +89.9% 82,961 $3.9M
Foundation Wealth Management, LLC 3.04% Add +1900.1% 82,924 $3.9M
Gries Financial LLC 0.74% New 82,059 $3.8M
Transcend Capital Advisors, LLC 0.27% Reduce -14.4% 80,042 $3.7M
Stratos Wealth Advisors, LLC 0.20% Add +652.7% 79,652 $3.7M
Matauro, LLC 0.76% Add +51.4% 79,578 $3.7M
Financial Enhancement Group LLC 0.57% Add +3.2% 70,684 $3.7M
Aveo Capital Partners, LLC 0.61% Add +52.6% 67,111 $3.7M
Andar Capital Management HK Ltd 7.06% Reduce -25.0% 78,300 $3.7M
Mgo One Seven LLC 0.14% Add +24.6% 78,009 $3.7M
Fifth Third Bancorp 0.01% Add +820.6% 77,794 $3.6M
Obsidian Cio, LLC 0.58% Add +20.4% 76,627 $3.6M
Focus Partners Wealth 0.01% Add +9.3% 75,095 $3.5M
Quinn Opportunity Partners LLC 0.25% Add +1400.0% 75,000 $3.5M
Pure Portfolios Holdings LLC 1.28% Add +0.2% 74,702 $3.5M
Fort Point Capital Partners LLC 0.38% Add +37.0% 72,443 $3.4M
Park Avenue Securities LLC 0.04% Add +60.8% 70,944 $3.3M
Mill Creek Capital Advisors, LLC 0.08% Add +3.0% 70,574 $3.3M
Addison Capital Co 1.29% Add +69.2% 70,202 $3.3M
Militia Capital Partners, LP 2.66% Reduce -29.8% 70,090 $3.3M
Keebeck Wealth Management 0.46% Reduce -5.4% 66,567 $3.1M
Wealthedge Investment Advisors, LLC 1.40% Add +158.6% 66,490 $3.1M
VestGen Advisors, LLC 0.14% — 66,142 $3.1M
Ewing Morris & Co. Investment Partners Ltd. 0.96% Add +1.8% 46,694 $3.0M
Avantax Advisory Services, Inc. 0.02% Add +199.6% 65,062 $3.0M
Clark Capital Management Group, Inc. 0.02% New 64,978 $3.0M
Bellecapital International Ltd. 0.61% Reduce -2.3% 64,907 $3.0M
J. Safra Sarasin Holding AG 0.05% Add +228.5% 64,220 $3.0M
Riversedge Advisors, LLC 0.65% New 62,521 $2.9M
Joel Isaacson & Co., LLC 0.13% Add +17.4% 62,504 $2.9M
Boothbay Fund Management, LLC 0.11% Reduce -94.1% 62,200 $2.9M
Royal Bank of Canada 0.00% Add +3.6% 61,926 $2.9M
Dakota Wealth Management 0.07% Add +33.0% 61,762 $2.9M
Clearline Capital LP 0.29% No change 60,566 $2.8M
Moors & Cabot, Inc. 0.14% Reduce -55.1% 60,106 $2.8M
Belvedere Trading LLC 0.24% Reduce -38.2% 59,552 $2.8M
Prelude Capital Management, LLC 0.28% Reduce -31.9% 59,547 $2.8M
Brown Advisory Inc. 0.00% Add +42.9% 59,217 $2.8M
Secure Asset Management, LLC 0.55% Add +18.2% 58,534 $2.7M
BBR Partners, LLC 0.19% Add +5.4% 58,514 $2.7M
Riggs Asset Managment Co. Inc. 0.78% Reduce -21.7% 58,474 $2.7M
Moody LYNN Lieberson & Walker, LLC 0.17% Reduce -2.9% 58,030 $2.7M
CSS LLC 0.54% Reduce -25.4% 57,890 $2.7M
Udine Wealth Management, Inc. 1.80% Add +4.4% 57,630 $2.7M
Genesee Capital Advisors, LLC 1.30% Reduce -5.1% 55,628 $2.6M
Ethos Financial Group, LLC 0.25% Add +227.3% 53,160 $2.6M
Integral Investment Advisors, Inc. 0.82% New 55,211 $2.6M
Gerber Kawasaki Wealth & Investment Management 0.12% Add +6.1% 55,131 $2.6M
Activest Wealth Management 0.69% Add +19.2% 55,036 $2.6M
Mission Wealth Management, LP 0.06% Add +847.1% 54,977 $2.6M
MRA Advisory Group 1.37% Reduce -25.4% 54,708 $2.6M
OneAscent Financial Services LLC 0.16% Add +232.8% 52,511 $2.5M
Baker Avenue Asset Management, LP 0.08% Add +5.3% 53,884 $2.5M
Total Investment Management Inc. 0.33% Reduce -19.1% 53,683 $2.5M
Vienna Asset Management LLC 1.97% Add +209.6% 53,348 $2.5M
Panoramic Investment Advisors, LLC 1.68% Add +1.9% 53,230 $2.5M
Centaurus Financial, Inc. 0.15% Reduce -12.3% 53,200 $2.5M
B. Riley Wealth Advisors, Inc. 0.08% Add +80.0% 53,048 $2.5M
Waratah Capital Advisors Ltd. 0.17% Reduce -67.7% 52,261 $2.4M
Luxor Capital Group, LP 0.31% Add +96.0% 52,058 $2.4M
Rik Saylor Financial, Inc. 2.09% No change 50,711 $2.4M
Choreo, LLC 0.04% Add +21.4% 50,459 $2.4M
Sageworth Trust Co 0.15% Add +62.7% 50,348 $2.4M
StoneX Group Inc. 0.13% Reduce -0.7% 50,321 $2.4M
Atria Investments, Inc 0.03% Add +283.8% 49,565 $2.3M
Beacon Pointe Advisors, LLC 0.03% Add +40.7% 49,426 $2.3M
Ausdal Financial Partners, Inc. 0.17% Add +325.5% 49,081 $2.3M
Bank of New York Mellon Corp 0.00% Add +89.9% 48,073 $2.3M
JTC Employer Solutions Trustee Ltd 0.18% Add +27.0% 47,616 $2.2M
Empower Advisory Group, LLC 0.01% Add +13.2% 47,557 $2.2M
Q Fund Management (Hong Kong) Ltd 3.04% Add +196.9% 47,500 $2.2M
Stelac Advisory Services LLC 0.91% Add +6.9% 47,208 $2.2M
Traphagen Investment Advisors LLC 0.23% Add +10.5% 47,274 $2.2M
Old Mission Capital LLC 0.04% Reduce -78.1% 47,014 $2.2M
Neuberger Berman Group LLC 0.00% Add +6.9% 46,997 $2.2M
Transcendent Capital Group LLC 1.23% Reduce -28.0% 46,908 $2.2M
GC Wealth Management RIA, LLC 0.40% New 46,849 $2.2M
EP Wealth Advisors, LLC 0.02% Add +15.9% 46,665 $2.2M
Rothschild Investment LLC 0.14% Add +5.5% 45,672 $2.1M
Sequoia Financial Advisors, LLC 0.02% Add +10.5% 45,398 $2.1M
Garde Capital, Inc. 0.12% Add +70.9% 45,215 $2.1M
Truist Financial Corp. 0.00% Add +106.2% 45,094 $2.1M
Dimension Capital Management LLC 0.37% Add +423.6% 44,880 $2.1M
National Philanthropic Trust 0.03% Add +42.9% 44,529 $2.1M
SVB Wealth LLC 0.08% Reduce -9.6% 43,881 $2.1M
Capital Wealth Alliance, LLC 1.22% Reduce -8.8% 43,599 $2.0M
Jackson Hole Capital Partners, LLC 0.40% No change 43,552 $2.0M
HB Wealth Management, LLC 0.02% Add +70.4% 43,047 $2.0M
Torno Capital, LLC 2.06% Reduce -57.5% 42,500 $2.0M
IPG Investment Advisors LLC 0.44% Add +51.5% 41,839 $2.0M
KM Capital Management Ltd. 1.05% New 41,811 $2.0M
Valeo Financial Advisors, LLC 0.05% Add +84.8% 40,852 $1.9M
Sepio Capital, LP 0.15% Add +243.8% 40,372 $1.9M
Compass Capital Corp. /Ma/ 0.98% Reduce -5.0% 38,220 $1.9M
Baring Financial LLC 1.58% Add +76.0% 40,100 $1.9M
Ion Asset Management Ltd. 0.14% Reduce -50.0% 40,000 $1.9M
Larson Financial Group LLC 0.09% Add +34.4% 39,644 $1.9M
Brown Wealth Management, LLC 0.63% New 39,013 $1.8M
Integrated Advisors Network LLC 0.09% Reduce -15.4% 38,761 $1.8M
Aprio Wealth Management, LLC 0.23% Add +76.3% 38,520 $1.8M
Napean Trading & Investment Co (Singapore) PTE Ltd 0.51% New 37,476 $1.8M
Montz Harcus Wealth Management LLC 0.96% No change 37,452 $1.8M
Kestra Private Wealth Services, LLC 0.03% Add +91.6% 37,142 $1.7M
Prime Capital Investment Advisors, LLC 0.02% Add +126.1% 37,134 $1.7M
Bosman Wealth Management, LLC 1.76% New 36,990 $1.7M
Alpha Zero LLC 1.31% Reduce -33.3% 36,781 $1.7M
BlackDiamond Wealth Management, LLC 1.15% Add +6.6% 29,014 $1.7M
Assetmark, Inc. 0.00% New 36,279 $1.7M
Integrity Alliance, Llc. 0.07% Add +207.5% 36,120 $1.7M
Avidian Wealth Enterprises, LLC 0.08% Add +11.9% 36,117 $1.7M
Stratos Wealth Partners, LTD. 0.03% Add +46.8% 35,831 $1.7M
Parallel Advisors, LLC 0.04% Add +5.6% 35,768 $1.7M
Concurrent Investment Advisors, LLC 0.04% Reduce -60.5% 35,749 $1.7M
Independent Financial Group, LLC 0.06% Add +22.4% 35,604 $1.7M
Ursa Fund Management, LLC 5.89% New 35,500 $1.7M
Sterling Investment Advisors, Ltd. 0.40% Add +1.4% 35,480 $1.7M
Basso Capital Management, L.P. 1.40% Add +11.9% 35,125 $1.6M
MAI Capital Management 0.01% Add +22.2% 35,121 $1.6M
Park Edge Advisors, LLC 0.46% Reduce -55.8% 35,059 $1.6M
Amtrust Financial Services, Inc. 0.81% No change 35,000 $1.6M
Apeiron RIA LLC 0.49% Add +29.7% 34,341 $1.6M
GFS Advisors, LLC 0.32% Add +513.7% 34,287 $1.6M
Solstein Capital, LLC 0.93% Add +4.9% 34,283 $1.6M
SeaCrest Wealth Management, LLC 0.18% Reduce -10.5% 34,233 $1.6M
Waverly Advisors, LLC 0.02% Add +42.1% 33,905 $1.6M
Evoke Wealth, LLC 0.04% Add +27.4% 33,735 $1.6M
Bordeaux Wealth Advisors LLC 0.29% Reduce -5.1% 33,712 $1.6M
Wealthcare Advisory Partners LLC 0.04% Add +269.9% 33,682 $1.6M
Cornerstone Advisory, LLC 0.18% Add +4.3% 29,211 $1.6M
Resurgent Financial Advisors LLC 0.95% Reduce -0.7% 33,637 $1.6M
Perigon Wealth Management, LLC 0.04% Add +7.0% 33,589 $1.6M
Pachira Investments Inc. 1.10% Reduce -5.5% 33,017 $1.6M
Strategic Family Wealth Counselors, L.L.C. 0.51% Add +1.7% 33,221 $1.6M
Allworth Financial LP 0.01% Add +14.2% 29,061 $1.5M
Cavalier Investments, LLC 0.52% New 33,000 $1.5M
Fortress Private Ledger, LLC 0.86% Reduce -5.6% 32,886 $1.5M
K.J. Harrison & Partners Inc 0.30% Reduce -12.9% 32,528 $1.5M
Commerce Bank 0.01% Reduce -28.6% 32,401 $1.5M
Freestone Capital Holdings, LLC 0.06% Add +15.2% 32,388 $1.5M
WealthShield Partners, LLC 0.20% Add +25.5% 32,375 $1.5M
WESCAP Management Group, Inc. 0.37% Add +9.1% 32,303 $1.5M
HCR Wealth Advisors 0.20% Add +2.5% 32,267 $1.5M
World Investment Advisors 0.04% Add +19.8% 32,211 $1.5M
Wealth Management Associates, Inc. 0.65% Add +22.6% 32,207 $1.5M
Smith, Moore & Co. 0.14% Add +1.9% 32,201 $1.5M
Procyon Advisors, LLC 0.09% Add +36.3% 32,040 $1.5M
Financial Futures Ltd Liability Co. 0.85% Reduce -11.6% 31,998 $1.5M
CMG Global Holdings, LLC 0.98% Add +46.6% 28,120 $1.5M
Global Assets Advisory, LLC 0.28% Add +198.1% 32,046 $1.5M
Cary Street Partners Financial LLC 0.05% Add +2.9% 31,097 $1.5M
Andina Capital Management, LLC 1.04% Add +81.0% 31,054 $1.5M
Blue Investment Partners LLC 0.55% Reduce -18.7% 31,019 $1.5M
Mesirow Financial Investment Management, Inc. 0.03% Add +101.5% 30,982 $1.5M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.11% Add +29.9% 29,911 $1.4M
Maridea Wealth Management LLC 0.47% Add +29.1% 30,756 $1.4M
Arete Wealth Advisors, LLC 0.11% Add +32.9% 30,744 $1.4M
Wakefield Asset Management LLLP 0.44% Reduce -23.2% 30,714 $1.4M
Polar Capital Holdings Plc 0.01% New 30,503 $1.4M
Headlands Technologies LLC 0.16% Add +1107.6% 30,226 $1.4M
Belpointe Asset Management LLC 0.07% Reduce -28.1% 30,213 $1.4M
BNC Wealth Management, LLC 0.50% Add +23.8% 29,904 $1.4M
Vista Finance, LLC 1.21% Reduce -0.1% 29,885 $1.4M
Rpo LLC 3.18% No change 29,857 $1.4M
Clearstead Advisors, LLC 0.02% Add +43.8% 29,595 $1.4M
Elevation Point Wealth Partners, LLC 0.12% Add +332.7% 29,529 $1.4M
Blue Sky Capital Consultants Group, Inc. 0.90% Add +6.2% 29,378 $1.4M
Fig Financial Advisory Services Inc. 0.95% Add +11.8% 28,889 $1.4M
Focus Partners Advisor Solutions, LLC 0.02% Add +83.1% 28,647 $1.3M
QTR Family Wealth, LLC 1.01% — 28,647 $1.3M
Simon Quick Advisors, LLC 0.08% Add +102.8% 28,552 $1.3M
Gradient Investments LLC 0.03% Add +2.5% 28,500 $1.3M
Griffin Asset Management, Inc. 0.16% Add +36.3% 28,486 $1.3M
Capital Markets Trading UK LLP 1.52% Reduce -71.6% 28,436 $1.3M
Avid Wealth Partners LLC 0.89% Add +346.3% 28,171 $1.3M
Fermata Advisors, LLC 0.24% Add +7.1% 28,149 $1.3M
Matrix Private Capital Group LLC 0.79% Reduce -30.6% 28,075 $1.3M
Chicago Partners Investment Group LLC 0.04% Add +49.6% 24,006 $1.3M
Phraction Management LLC 0.47% Add +8.1% 28,002 $1.3M
Ackerman Capital Advisors, LLC 0.34% Add +52.4% 27,742 $1.3M
Lansing Street Advisors 0.43% Add +36.6% 27,336 $1.3M
Harbor Investment Advisory, LLC 0.12% Reduce -9.0% 27,173 $1.3M
Wedbush Securities Inc. 0.05% Add +49.8% 27,128 $1.3M
Two Sigma Securities, LLC 0.19% Reduce -52.6% 27,076 $1.3M
Palisade Capital Management, LP 0.04% Add +5.5% 26,747 $1.3M
RoundAngle Advisors LLC 1.15% Add +4.7% 26,689 $1.2M
Merit Financial Group, LLC 0.02% Add +51.8% 26,566 $1.2M
CreativeOne Wealth, LLC 0.04% Reduce -35.3% 26,478 $1.2M
Bellwether Advisors, LLC 0.26% Add +0.1% 26,283 $1.2M
Elevate Capital Advisors, LLC 1.13% Reduce -18.7% 26,031 $1.2M
Mountain Capital Investment Advisors Inc. 0.26% Reduce -1.3% 22,585 $1.2M
Mirador Capital Partners LP 0.21% Add +79.3% 25,574 $1.2M
Pine Valley Investments Ltd Liability Co 0.08% Add +59.2% 25,550 $1.2M
Howard Capital Management Group, LLC 0.09% Add +72.5% 25,525 $1.2M
Copia Wealth Management 1.10% Add +6.9% 25,464 $1.2M
Diversified Trust Co. 0.03% No change 25,175 $1.2M
Osaic Holdings, Inc. 0.00% Reduce -32.5% 24,951 $1.2M
Great Valley Advisor Group, Inc. 0.03% Add +232.6% 24,941 $1.2M
Vontobel Holding Ltd. 0.00% New 24,907 $1.2M
Private Capital Advisors, Inc. 0.14% Add +42.6% 24,880 $1.2M
RFG Advisory, LLC 0.03% Reduce -53.9% 24,780 $1.2M
Wellington Shields Capital Management, LLC 0.21% Add +6.9% 24,710 $1.2M
Formidable Asset Management, LLC 0.19% Add +0.3% 24,658 $1.2M
Principia Wealth Advisory, LLC 1.11% Reduce -17.7% 24,585 $1.2M
Brookwood Investment Group LLC 0.20% — 24,581 $1.2M
J.W. Cole Advisors, Inc. 0.04% Add +125.3% 24,419 $1.1M
Diametric Capital, LP 1.36% Reduce -21.0% 24,344 $1.1M
Tsfg, LLC 0.23% Add +846.7% 24,339 $1.1M
NorthCoast Asset Management LLC 0.01% Add +41.0% 24,209 $1.1M
Savant Capital, LLC 0.01% Add +77.9% 24,194 $1.1M
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.17% Add +3.9% 23,671 $1.1M
Hippocratic Financial Advisors, LLC 0.67% Add +434.6% 24,015 $1.1M
Whalen Wealth Management Inc. 0.75% Add +355.4% 23,911 $1.1M
Allen Investment Management, LLC 0.01% New 23,902 $1.1M
SteelPeak Wealth, LLC 0.05% Add +42.5% 23,531 $1.1M
Objective Capital Management, LLC 1.40% Reduce -33.9% 23,463 $1.1M
AE Wealth Management LLC 0.01% Add +56.4% 23,021 $1.1M
Independent Family Office, LLC 0.56% Add +52.3% 22,575 $1.1M
Pennington Partners & Co., LLC 0.60% Add +411.6% 22,420 $1.0M
Ieq Capital, LLC 0.01% Add +371.1% 22,415 $1.0M
Coastal Bridge Advisors, LLC 0.15% Add +9.6% 22,224 $1.0M
LCM Capital Management Inc 0.61% New 22,210 $1.0M
Cape Investment Advisory, Inc. 0.41% Add +6.6% 22,069 $1.0M
Bearing Point Capital, LLC 0.22% Add +36.9% 22,020 $1.0M
All Terrain Financial Advisors, LLC 0.40% Add +255.9% 21,973 $1.0M
BridgePort Financial Solutions, LLC 0.46% Add +0.4% 21,954 $1.0M
Advyzon Investment Management, LLC 0.36% Add +23.9% 21,895 $1.0M
IFC Advisors LLC 0.21% Add +6.4% 21,764 $1.0M
Deane Retirement Strategies, Inc. 0.48% Add +19826.6% 21,720 $1.0M
Meitav Investment House Ltd. 0.02% New 21,652 $1.0M
EverSource Wealth Advisors, LLC 0.06% Add +32.6% 21,531 $1.0M
Delta Investment Management, LLC 0.20% Add +1.0% 21,521 $1.0M
Calamos Wealth Management LLC 0.05% Add +42.7% 21,413 $1.0M
RIA Advisory Group LLC 0.33% Reduce -20.4% 21,354 $1000K
Altiora Financial Group, LLC 0.21% Reduce -6.0% 21,283 $996K
MRWM Advisors, LLC 0.69% New 21,280 $996K
Cambridge Financial Group, LLC 0.42% New 21,129 $993K
OneDigital Investment Advisors LLC 0.01% Add +45.8% 21,200 $992K
First National Trust Co 0.04% Add +27.3% 21,146 $990K
Palumbo Wealth Management LLC 0.33% Add +70.2% 21,105 $988K
First United Bank & Trust 0.37% Reduce -20.4% 21,080 $987K
M Holdings Securities, Inc. 0.16% Add +20.8% 21,068 $986K
Archer Investment Corp 0.26% Add +1.5% 21,030 $984K
Compound Planning, Inc. 0.04% Add +12.7% 21,018 $984K
Venture Visionary Partners LLC 0.04% Reduce -6.9% 21,006 $983K
BlueChip Wealth Advisors LLC 0.48% Add +36.9% 20,832 $975K
AlphaCore Capital LLC 0.08% New 20,338 $952K
FineMark National Bank & Trust 0.03% Add +99.5% 20,227 $947K
Aptus Capital Advisors, LLC 0.01% Add +5.9% 20,020 $937K
Capital Management Associates 1.83% No change 20,000 $936K
Nkcfo LLC 0.44% Reduce -33.3% 20,000 $936K
Altura Wealth Advisors Inc. 0.61% New 19,728 $923K
Investment Partners, LTD. 0.38% Add +41.0% 19,719 $923K
Thomist Capital Management, LP 0.39% New 19,400 $923K
Ables, Iannone, Moore & Associates, Inc. 0.62% Reduce -0.4% 19,579 $916K
Impact Partnership Wealth, LLC 0.20% Reduce -87.1% 19,578 $916K
Caitlin John, LLC 0.90% Add +47.4% 19,550 $915K
Kirtland Hills Capital Management, LLC 0.55% Add +306.1% 18,800 $907K
Financial Advocates Investment Management 0.06% Reduce -17.9% 19,376 $907K
Maia Wealth LLC 0.21% Add +216.0% 18,728 $904K
Keybank National Association 0.00% Reduce -0.9% 19,202 $899K
Invesco Ltd. 0.00% Reduce -5.6% 19,198 $899K
Corps Capital Advisors, LLC 0.94% No change 19,136 $896K
Vantage Investment Partners, LLC 0.08% New 19,132 $896K
Orion Porfolio Solutions, LLC 0.01% Add +57.4% 19,024 $890K
Orion Portfolio Solutions, LLC 0.01% Add +57.4% 19,024 $890K
FWG Holdings, LLC 0.44% New 16,405 $889K
Avior Wealth Management, LLC 0.03% Add +39.2% 18,985 $889K
Schorn Wealth LLC 0.29% Add +26.5% 18,916 $885K
Sloy Dahl & Holst, LLC 0.15% Add +5.2% 18,828 $881K
Choate Investment Advisors 0.02% New 18,776 $879K
Fonville Wealth Management LLC 0.26% New 18,637 $872K
Heck Capital Advisors, LLC 0.10% Reduce -9.7% 18,604 $871K
Douglass Winthrop Advisors, LLC 0.02% Add +39.6% 18,567 $869K
Heritage Family Offices, LLP 0.44% Add +20.1% 18,413 $862K
Generation Capital Management LLC 0.77% Reduce -2.9% 18,347 $859K
Busey Bank 0.03% Add +37.6% 18,270 $855K
McElhenny Sheffield Capital Management, LLC 0.32% New 18,269 $855K
Evergreen Capital Management LLC 0.03% Add +1.3% 18,233 $853K
Tme Financial, Inc. 0.74% Add +76.7% 18,195 $852K
AlphaStar Capital Management, LLC 0.09% New 18,069 $846K
Evercore Wealth Management, LLC 0.01% Add +5.9% 18,046 $845K
Csenge Advisory Group 0.05% Add +11.0% 17,498 $844K
Dauntless Investment Group, LLC 3.11% New 18,000 $843K
LexAurum Advisors, LLC 0.16% Add +18.7% 17,987 $842K
Garden State Investment Advisory Services LLC 0.27% Reduce -2.7% 17,960 $841K
Powell Investment Advisors, LLC 0.41% Add +17.9% 17,863 $836K
Old National Bancorp 0.02% No change 17,833 $835K
Capasso Planning Partners LLC 0.35% Reduce -29.1% 17,723 $830K
Vanguard Capital Wealth Advisors 1.01% New 17,575 $823K
Texas Capital Bank Wealth Management Services Inc 0.08% No change 17,567 $822K
Hurley Capital, LLC 0.62% Add +8.7% 17,517 $820K
Sovereign Financial Group, Inc. 0.19% Add +5.0% 17,470 $818K
Howland Capital Management LLC 0.04% Add +224.6% 17,458 $817K
Nicolet Bankshares Inc. 0.16% Add +13.4% 17,294 $810K
ARS Investment Partners, LLC 0.07% No change 15,200 $806K
Afg Fiduciary Services Limited Partnership 0.59% Add +117.1% 17,100 $801K
Keystone Financial Group 0.08% Add +49.5% 17,086 $800K
PFG Investments, LLC 0.05% Add +9.6% 17,040 $798K
Wedmont Private Capital 0.04% Add +45.3% 16,587 $791K
Watershed Private Wealth LLC 0.32% Add +17.9% 16,885 $790K
Vista Investment Partners Ii, LLC 0.44% Add +142.7% 16,848 $789K
Finer Wealth Management, Inc. 0.47% Add +253.4% 16,796 $786K
Key Client Fiduciary Advisors, LLC 0.36% Add +11.2% 16,647 $779K
Asset Allocation Strategies LLC 0.19% Reduce -2.8% 16,555 $775K
Americana Partners, LLC 0.03% Add +8.7% 16,481 $771K
Smith Anglin Financial, LLC 0.08% Add +29.7% 16,269 $762K
Gould Capital, LLC 0.53% Reduce -19.9% 16,264 $761K
Beacon Financial Group 0.08% Reduce -20.5% 16,206 $759K
Geneos Wealth Management Inc. 0.03% Add +9.4% 16,063 $752K
Traynor Capital Management, Inc. 0.06% Reduce -79.8% 16,057 $752K
Unique Wealth, LLC 0.14% Reduce -1.2% 15,986 $748K
W.G. Shaheen & Associates DBA Whitney & Co 0.08% Add +5.7% 15,970 $748K
Pinnacle Financial Partners Inc 0.01% New 15,930 $746K
Jefferies Financial Group Inc. 0.01% Reduce -99.0% 15,869 $743K
HUB Investment Partners, LLC 0.03% Add +5.0% 15,863 $743K
Gladstone Institutional Advisory LLC 0.03% Add +85.4% 15,806 $740K
Altman Advisors, Inc. 0.34% New 13,821 $740K
Sound Financial Strategies Group, LLC 0.66% New 15,792 $739K
Leo Wealth, LLC 0.10% Add +31.0% 15,578 $729K
Almanack Investment Partners, LLC. 0.14% Reduce -61.4% 15,571 $729K
Claro Advisors Inc. 0.10% Add +37.9% 15,550 $728K
IFP Advisors, Inc 0.02% Add +25.9% 15,513 $726K
Coston, McIsaac & Partners 0.21% Add +4.4% 15,523 $726K
Redhawk Wealth Advisors, Inc. 0.10% Add +40.4% 15,409 $721K
Lauer Wealth, LLC 0.56% Add +109.5% 13,300 $721K
Tamar Securities, LLC 0.10% Add +6.4% 15,403 $721K
Perennial Investment Advisors, LLC 0.08% Add +16.7% 15,306 $716K
Accel Wealth Management 0.26% Add +15.7% 15,281 $715K
Spreng Capital Management, Inc. 0.33% Reduce -17.6% 15,278 $715K
Pennsylvania Capital Management Inc. 0.26% Add +25.9% 15,235 $713K
Friday Financial 0.43% Add +26.2% 14,389 $711K
Bison Wealth, LLC 0.07% New 14,489 $710K
J2 Capital Management Inc 0.65% Add +82.5% 15,152 $709K
GM Advisory Group, LLC 0.04% Add +60.1% 15,118 $708K
HBK Sorce Advisory LLC 0.02% Add +63.4% 15,080 $706K
Fifth Lane Capital, LP 3.16% Reduce -25.0% 15,000 $702K
Monetta Financial Services Inc. 0.62% New 15,000 $702K
Orvieto Partners, L.P. 0.62% No change 15,000 $702K
Tarbox Family Office, Inc. 0.12% New 14,994 $702K
Cypress Wealth Services, LLC 0.14% Add +21.3% 14,917 $698K
LWM Advisory Services, LLC 0.48% No change 14,875 $696K
WealthTrust Asset Management, LLC 0.51% New 14,830 $694K
Quadcap Wealth Management, LLC 0.10% Add +16.8% 14,797 $693K
Graypoint LLC 0.04% Add +126.2% 14,796 $693K
Central Asset Investments & Management Holdings (HK) Ltd 1.36% Reduce -71.8% 14,700 $688K
Kagan Cocozza Asset Management 0.56% No change 14,640 $685K
Chilton Capital Management LLC 0.03% No change 14,622 $684K
United Capital Financial Advisors, LLC 0.01% Add +90.4% 14,543 $681K
DeDora Capital, Inc. 0.20% Add +22.6% 14,491 $678K
Glassman Wealth Services 0.11% New 14,424 $675K
Pure Financial Advisors, LLC 0.01% Add +138.5% 14,369 $673K
ORG Partners LLC 0.17% Add +37.0% 13,982 $672K
Little House Capital LLC 0.18% New 14,309 $670K
UMB Bank, n.a. 0.01% Add +596.9% 14,307 $670K
Spire Wealth Management 0.02% Add +254.6% 14,291 $669K
Wealth Watch Advisors, INC 0.54% Add +22.7% 14,277 $668K
Planning Alternatives Ltd. 0.10% Add +22.7% 14,210 $665K
Stonehage Fleming Financial Services Holdings Ltd 0.02% Reduce -0.8% 14,203 $665K
Ranch Capital Advisors Inc. 0.31% Reduce -9.8% 14,079 $659K
Capricorn Fund Managers Ltd 0.35% New 14,000 $655K
LBMC Investment Advisors, LLC 0.05% Add +3.5% 13,995 $655K
Convergence Financial, LLC 0.13% Add +111.0% 13,987 $655K
West Michigan Advisors, LLC 0.22% Add +224.2% 13,985 $655K
Modera Wealth Management, LLC 0.01% Add +9.1% 13,940 $653K
Wealth Alliance, LLC 0.08% New 13,898 $651K
CCM Investment Advisers LLC 0.08% No change 13,885 $650K
Black Swift Group, LLC 0.15% No change 13,800 $646K
Sound View Wealth Advisors Group, LLC 0.05% Add +27.9% 13,737 $643K
Modus Advisors, LLC 0.21% Add +24.5% 13,697 $641K
U.S. Capital Wealth Advisors, LLC 0.02% Reduce -61.1% 13,669 $640K
Rinkey Investments 0.20% Reduce -26.0% 13,627 $638K
Insight Advisors, LLC/ PA 0.11% Add +86.5% 13,598 $637K
LM Advisors LLC 0.11% Add +1.6% 13,520 $633K
Ashton Thomas Private Wealth, LLC 0.02% Add +61.4% 13,440 $629K
Guardian Partners Inc. 0.06% New 11,797 $628K
Peapack Gladstone Financial Corp. 0.01% Add +56.1% 13,370 $626K
Good Life Advisors, LLC 0.04% Add +36.4% 13,369 $626K
Octavia Wealth Advisors, LLC 0.08% Add +31.1% 13,322 $624K
Asset Dedication, LLC 0.05% Add +844.1% 13,293 $622K
Comerica Bank 0.00% Add +6.6% 13,284 $622K
Intrua Financial, LLC 0.10% Add +34.1% 13,198 $618K
Thompson Davis & Co., Inc. 0.49% Add +27.6% 13,173 $617K
Shepherd Kaplan Krochuk, LLC 0.53% Add +0.2% 13,149 $616K
CW Advisors, LLC 0.01% New 13,039 $614K
United Asset Strategies, Inc. 0.06% Add +52.8% 13,075 $612K
Manchester Capital Management LLC 0.07% Add +368.0% 13,020 $609K
Grant Street Asset Management, Inc. 0.15% Add +11.6% 13,004 $609K
Clay Northam Wealth Management, LLC 0.43% Add +8.9% 12,985 $608K
FAS Wealth Partners, Inc. 0.05% Add +4.9% 12,981 $608K
NFSG Corp 0.15% Add +49.8% 12,933 $605K
CAP Partners, LLC 0.44% Add +3.0% 12,863 $602K
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.02% Add +61.0% 12,819 $600K
Orin Green Financial, LLC 0.28% New 11,997 $596K
Ground Swell Capital, LLC 1.40% New 12,741 $596K
Invst, LLC 0.08% Add +21.3% 12,721 $595K
Sage Mountain Advisors LLC 0.04% Add +119.7% 12,720 $595K
Massar Capital Management, LP 0.71% New 12,640 $592K
Bristlecone Advisors, LLC 0.05% No change 12,610 $590K
Signaturefd, LLC 0.01% Add +6.9% 12,581 $589K
Core Wealth Partners LLC 0.34% New 12,547 $587K
Yukon Wealth Management, Inc. 0.24% — 12,385 $580K
WP Advisors, LLC 0.19% Add +3.0% 12,368 $579K
Knightsbridge Asset Management, LLC 0.15% No change 12,357 $578K
Commonwealth Financial Services, LLC 0.12% Add +8.3% 12,351 $578K
Advisor Resource Council 0.05% New 17,817 $578K
Fortitude Financial, LLC 0.55% No change 12,258 $574K
Fischer Investment Strategies, LLC 0.42% Reduce -16.9% 12,095 $566K
Galvin, Gaustad & Stein, LLC 0.05% Add +158.1% 12,080 $565K
Clear Creek Financial Management, LLC 0.06% Add +37.0% 12,022 $563K
Arax Advisory Partners 0.04% New 12,011 $562K
Strategic Blueprint, LLC 0.03% Add +42.3% 11,956 $560K
DDD Partners, LLC 0.07% Add +2.3% 11,927 $558K
Philadelphia Trust Co. 0.05% Add +1.5% 11,891 $557K
Tradition Wealth Management, LLC 0.05% Add +90.7% 11,865 $555K
Heritage Investment Group, Inc. 0.10% New 11,863 $555K
Ridgewood Investments LLC 0.26% Add +69.8% 11,854 $555K
Walkner Condon Financial Advisors LLC 0.11% Reduce -0.6% 11,823 $553K
DecisionMap Wealth Management, LLC 0.42% Add +30.4% 11,741 $550K
Federation des caisses Desjardins du Quebec 0.00% Add +85.9% 11,661 $546K
Icon Wealth Advisors, LLC 0.04% New 11,624 $544K
Blackhawk Capital Partners, LLC 0.28% Reduce -27.1% 11,617 $544K
Atlas Private Wealth Advisors 0.08% New 11,606 $543K
Deltec Asset Management LLC 0.12% Reduce -95.3% 11,599 $543K
Fortis Capital Management LLC 0.11% Reduce -8.5% 11,587 $542K
Ameraudi Asset Management, Inc. 0.31% New 11,532 $540K
Clarius Group, LLC 0.03% Add +108.9% 11,425 $535K
Cardiff Park Advisors, LLC 0.05% Add +69.6% 11,421 $535K
New Vernon Capital Holdings II LLC 0.29% New 11,411 $534K
Sanders Morris Harris LLC 0.08% Add +181.7% 11,268 $527K
Bessemer Group Inc. 0.00% Add +27.7% 11,209 $525K
Patriot Investment Management Group, Inc. 0.04% Reduce -88.3% 11,175 $523K
Summit Global Investments 0.04% Reduce -0.4% 11,176 $523K
Doliver Advisors, LP 0.15% Add +15.8% 11,097 $519K
Hibernia Wealth Partners, LLC 0.37% Add +6.1% 11,052 $517K
Parcion Private Wealth LLC 0.04% New 11,027 $516K
Birch Hill Investment Advisors LLC 0.02% Reduce -23.1% 11,000 $515K
Pandora Wealth, Inc. 0.34% — 10,960 $513K
Western Wealth Management, LLC 0.03% Add +35.2% 10,950 $513K
Masso Torrence Wealth Management Inc. 0.27% Add +3.8% 10,905 $510K
J.Safra Asset Management Corp 0.04% Reduce -23.4% 10,868 $509K
IRON Financial LLC 0.28% Add +1.0% 10,847 $508K
Stifel Financial Corp. 0.00% Add +73.4% 10,840 $507K
SAM Advisors, LLC 0.19% No change 10,768 $504K
Sax Wealth Advisors, LLC 0.04% Add +86.2% 10,722 $502K
GK Wealth Management LLC 0.62% Add +166.3% 10,627 $497K
Colony Family Offices, LLC 0.15% No change 10,545 $494K
Forvis Mazars Wealth Advisors, LLC 0.01% Reduce -54.4% 10,479 $491K
Clark Financial Services Group Inc. 0.34% Add +9.5% 10,465 $490K
Sandbox Financial Partners, LLC 0.17% Add +8.8% 10,438 $489K
jvl associates llc 0.20% New 10,400 $487K
Abound Financial, LLC 0.25% Add +71.0% 10,382 $486K
Sowell Financial Services LLC 0.02% New 10,380 $486K
Black Diamond Financial, LLC 0.07% Reduce -7.3% 10,292 $482K
Ascent Wealth Partners, LLC 0.06% Add +50.4% 10,290 $482K
Verus Capital Partners, LLC 0.05% Add +77.3% 10,264 $480K
WCG Wealth Advisors LLC 0.04% New 10,237 $479K
Apexium Financial, LP 0.03% New 10,236 $479K
Fairview Capital Investment Management, LLC 0.03% No change 10,225 $479K
Midwest Financial Group LLC 0.28% Add +40.6% 10,188 $477K
Hunting Hill Global Capital, LLC 0.60% Reduce -98.3% 10,100 $473K
Savvy Advisors, Inc. 0.05% New 10,063 $471K
Narus Financial Partners, LLC 0.16% Add +2.7% 10,021 $469K
Pacific Point Advisors, LLC 0.26% Add +66.7% 10,000 $468K
MADDEN SECURITIES Corp 0.18% No change 10,000 $468K
Canton Hathaway, LLC 0.09% No change 10,000 $468K
Seaview Investment Managers LLC 0.11% Add +54.9% 9,996 $468K
Capital Investment Advisors, LLC 0.01% Add +41.6% 9,899 $463K
New Wave Wealth Advisors LLC 0.21% Add +1126.5% 9,898 $463K
Centurion Wealth Management LLC 0.14% No change 8,732 $463K
Tempus Wealth Planning, LLC 0.14% New 9,850 $461K
Golden State Wealth Management, LLC 0.07% Add +44.4% 9,764 $457K
1776 Wealth LLC 0.21% Add +1.9% 9,762 $457K
Consolidated Portfolio Review Corp 0.07% Add +49.5% 9,677 $453K
Silvercrest Asset Management Group LLC 0.00% Add +43.2% 9,639 $451K
HHM Wealth Advisors, LLC 0.06% Add +272.3% 9,635 $451K
Smartleaf Asset Management LLC 0.04% No change 9,399 $447K
Kerrisdale Advisers, LLC 0.19% Reduce -41.1% 9,545 $447K
Flagship Harbor Advisors, LLC 0.02% Add +32.4% 9,521 $446K
Zuckerman Investment Group, LLC 0.05% No change 9,514 $445K
Milestone Asset Management, LLC 0.09% New 9,457 $443K
GR Financial Group, LLC 0.07% Add +51.5% 9,455 $443K
Alpha Financial Partners LLC 0.35% New 9,342 $437K
Awm Capital, LLC 0.05% Add +0.3% 9,311 $436K
Eagle Global Advisors LLC 0.02% No change 9,300 $435K
Heritage Investors Management Corp. 0.01% Add +10.7% 9,290 $435K
RVW Wealth, LLC 0.04% Add +1.5% 9,229 $432K
Brighton Jones LLC 0.01% Reduce -31.6% 9,176 $430K
One Capital Management, LLC 0.01% Add +1.6% 9,123 $427K
Cassaday & Co Wealth Management LLC 0.01% New 9,082 $425K
Capital Advisors Inc. 0.01% Add +9.5% 9,004 $421K
Three Bridge Wealth Advisors, LLC 0.15% Add +108.1% 9,000 $421K
Chesapeake Asset Management LLC 0.40% Add +316.9% 8,968 $420K
Oarsman Capital, Inc. 0.08% Add +13.2% 8,924 $418K
SIH Partners, LLLP 0.04% New 8,912 $417K
World Equity Group, Inc. 0.12% Reduce -57.0% 8,861 $415K
Watts Gwilliam & Co., LLC 0.09% Add +26.6% 8,810 $412K
Austin Private Wealth, LLC 0.04% Add +2.4% 8,798 $412K
Verus Financial Partners, Inc. 0.05% Add +21.1% 8,622 $412K
Ameliora Wealth Management Ltd. 0.15% Add +2830.0% 8,790 $411K
Relyea Zuckerberg Hanson LLC 0.06% Add +27.4% 8,754 $410K
Saxon Interests, Inc. 0.19% New 8,746 $409K
Stratos Investment Management, LLC 0.02% New 8,653 $405K
Koshinski Asset Management, Inc. 0.03% Add +7.0% 8,629 $404K
Summit Trail Advisors, LLC 0.01% Reduce -90.9% 8,583 $402K
Gemmer Asset Management LLC 0.04% Reduce -53.0% 8,534 $399K
Apollon Wealth Management, LLC 0.01% Add +8.2% 8,387 $393K
Rothschild Wealth LLC 0.11% No change 8,349 $391K
Coordinated Financial Services, Inc. 0.30% — 8,290 $388K
MBL Wealth, LLC 0.04% Add +75.7% 8,286 $388K
Van Hulzen Asset Management, LLC 0.04% Add +0.1% 8,278 $387K
Vawter Financial, Ltd. 0.22% New 8,278 $387K
Dynamic Advisor Solutions LLC 0.01% Reduce -30.1% 8,251 $386K
Mission Financial Group, LLC 0.36% — 10,025 $385K
Lindbrook Capital, LLC 0.04% Reduce -8.8% 8,188 $383K
New Harbor Financial Group, LLC 0.10% New 8,157 $382K
Sphera Funds Management LTD. 0.09% New 8,150 $382K
Alpha Cubed Investments, LLC 0.02% Add +5.2% 8,131 $381K
Financial Synergies Wealth Advisors, Inc. 0.05% New 8,114 $380K
FNY Investment Advisers, LLC 0.24% Reduce -8.0% 8,100 $379K
GFG Capital, LLC 0.12% Add +11.8% 8,078 $378K
Thrivent Financial for Lutherans 0.00% No change 7,660 $377K
Waterway Wealth Management, LLC 0.16% New 8,030 $376K
Ionic Capital Management LLC 0.69% Reduce -20.6% 7,941 $372K
Phillips Financial Management, LLC 0.03% Add +78.9% 7,900 $370K
Rossby Financial, LCC 0.16% Add +0.8% 6,750 $366K
Kennedy Investment Group, Inc. 0.17% Add +38.4% 7,790 $365K
Royal Fund Management, LLC 0.04% New 7,784 $364K
Pallas Capital Advisors LLC 0.02% Add +25.4% 7,747 $363K
Financial Management Professionals, Inc. 0.05% Add +5.8% 7,705 $361K
Evanson Asset Management, LLC 0.03% Add +40.5% 7,680 $360K
Dock Street Asset Management Inc. 0.04% Add +0.5% 7,634 $357K
FourThought Financial Partners, LLC 0.04% Add +4.8% 7,619 $357K
FRG Family Wealth Advisors LLC 0.07% Add +42.5% 7,610 $356K
Meixler Investment Management, Ltd. 0.24% Add +1.8% 7,548 $353K
Greenwich Wealth Management LLC 0.03% Add +90.5% 7,548 $353K
Optivise Advisory Services LLC 0.20% Reduce -17.5% 7,503 $351K
Future You Wealth LLC 0.22% Add +0.9% 7,437 $348K
Armbruster Capital Management, Inc. 0.07% No change 7,400 $346K
GSG Advisors LLC 0.11% Reduce -30.3% 7,396 $346K
Peak Planning Group, LLC 0.14% Add +9.0% 7,321 $343K
Crewe Advisors LLC 0.05% Add +1357.4% 7,316 $342K
NorthRock Partners, LLC 0.01% Add +41.3% 7,312 $342K
SJS Investment Consulting Inc. 0.06% Add +374.6% 7,304 $342K
McAdam, LLC 0.02% Add +21.9% 7,280 $341K
Fire Capital Management LLC 0.25% No change 7,268 $340K
Patten & Patten Inc. 0.02% New 7,238 $339K
Everhart Financial Group, Inc. 0.05% Add +1.2% 7,231 $338K
Joseph P. Lucia & Associates, LLC 0.15% Add +2.0% 7,192 $337K
CMH Wealth Management LLC 0.08% New 7,183 $336K
Bulltick Wealth Management, LLC 0.09% Add +57.7% 7,174 $336K
Avaii Wealth Management, LLC 0.18% Add +14.0% 7,154 $335K
BIP Wealth, LLC 0.02% New 7,147 $335K
St Germain D J Co. Inc. 0.02% Add +34.1% 7,100 $332K
Diversify Advisory Services, LLC 0.02% New 6,114 $332K
Taylor & Morgan Wealth Management, LLC 0.25% Reduce -24.2% 7,082 $332K
Wealth Preservation Advisors, LLC 0.24% — 7,067 $331K
Moseley Investment Management Inc. 0.13% Add +15.5% 7,060 $330K
Wealth Effects LLC 0.14% Reduce -6.6% 7,030 $329K
Modern Wealth Management, LLC 0.01% Add +21.2% 7,014 $328K
Global Endowment Management, LP 0.04% Add +27.3% 7,000 $328K
Blue Bell Private Wealth Management, LLC 0.06% New 6,998 $328K
Correct Capital Wealth Management 0.06% Add +14.6% 6,958 $326K
Prospect Financial Services LLC 0.18% New 6,945 $325K
Azzad Asset Management Inc. 0.04% New 6,905 $323K
Investment Partners Asset Management, Inc. 0.25% No change 6,883 $322K
Virtue Capital Management, LLC 0.04% New 6,838 $321K
4J Wealth Management LLC 0.25% New 6,852 $321K
Millington Financial Advisors, LLC 0.20% No change 6,719 $320K
Ballew Advisors, Inc 0.21% Add +4.1% 6,641 $317K
Perennial Advisors, LLC 0.06% Reduce -43.4% 6,755 $316K
Capital Investment Advisory Services, LLC 0.03% Add +75.2% 6,740 $315K
Clifford Swan Investment Counsel LLC 0.01% New 6,738 $315K
Clientfirst Wealth Management, LLC 0.36% Reduce -6.9% 6,726 $315K
Helium Advisors LLC 0.23% New 6,716 $314K
Silicon Valley Capital Partners 0.04% Add +43.4% 6,606 $314K
IQ EQ FUND MANAGEMENT (SINGAPORE) PRIVATE Ltd 0.20% Reduce -84.6% 6,600 $314K
Truvestments Capital LLC 0.07% Add +412.2% 6,694 $313K
United Bank 0.04% No change 6,693 $313K
Blue Trust, Inc. 0.00% Add +23.4% 6,616 $310K
Rehmann Capital Advisory Group 0.02% New 6,600 $309K
GTS Securities LLC 0.01% New 6,595 $309K
IFG Advisory, LLC 0.02% New 6,581 $308K
AdvisorNet Financial, Inc 0.02% Add +147.8% 6,569 $307K
Encompass Wealth Advisors, LLC 0.12% Reduce -4.1% 6,530 $306K
Dorsey & Whitney Trust CO LLC 0.02% Add +4.5% 6,500 $304K
FSB Premier Wealth Management, Inc. 0.12% Add +26.1% 6,482 $303K
Cypress Capital Group 0.04% Add +18.3% 6,460 $302K
Naviter Wealth, LLC 0.04% Reduce -0.7% 6,356 $302K
Oakworth Capital, Inc. 0.02% Add +678.7% 6,432 $301K
McLean Asset Management Corp 0.10% New 6,906 $301K
Regal Investment Advisors LLC 0.02% New 6,430 $301K
Sunburst Financial Group, LLC 0.07% Add +20.1% 6,416 $300K
Ameritas Advisory Services, LLC 0.01% Reduce -65.4% 5,734 $300K
Riverpoint Wealth Management Holdings, LLC 0.08% New 6,401 $300K
Altus Wealth Group LLC 0.14% Add +6.4% 6,399 $300K
SouthState Bank Corp 0.01% Add +44.8% 6,386 $299K
Plancorp, LLC 0.01% Add +3.4% 6,385 $299K
Trust Point Inc. 0.03% New 6,344 $297K
Stordahl Capital Management, Inc. 0.07% Add +33.2% 6,344 $297K
Tritonpoint Wealth, LLC 0.03% Add +10.9% 6,338 $297K
Holistic Financial Partners 0.14% Reduce -0.2% 6,337 $297K
JDH Wealth Management, LLC 0.25% New 6,297 $295K
Columbus Macro, LLC 0.04% Add +14.9% 6,262 $293K
Teamwork Financial Advisors, LLC 0.04% New 6,262 $293K
Seelaus Asset Management LLC 0.28% Reduce -5.5% 6,256 $293K
Solitude Financial Services 0.11% Add +36.2% 6,205 $290K
Leavell Investment Management, Inc. 0.01% Add +3.3% 6,200 $290K
DGS Capital Management, LLC 0.08% Add +4.2% 6,181 $289K
Benin Management CORP 0.08% Add +4.6% 6,170 $289K
Cornerstone Planning Group LLC 0.07% Add +15.1% 5,413 $288K
Pinnacle Associates Ltd. 0.00% New 6,142 $288K
Citrine Capital LLC 0.18% No change 6,119 $286K
Aspiring Ventures, LLC 0.17% Add +8.2% 5,218 $285K
Malaga Cove Capital, LLC 0.12% New 6,090 $285K
Ascentis Independent Advisors 0.06% Reduce -3.2% 6,075 $284K
Embree Financial Group 0.05% Add +15.4% 6,053 $283K
Wick Capital Partners, LLC 0.08% Reduce -47.3% 6,007 $281K
Rathbones Group PLC 0.00% Add +15.8% 6,002 $281K
Avondale Wealth Management 0.18% No change 6,000 $281K
Caprock Group, LLC 0.01% New 6,000 $281K
Astra Wealth Partners LLC 0.27% No change 5,988 $280K
LaSalle St. Investment Advisors, LLC 0.07% New 6,000 $280K
Austin Wealth Management, LLC 0.06% New 5,251 $280K
Catalyst Private Wealth, LLC 0.14% Reduce -42.8% 5,963 $279K
Bluespring Wealth Management, LLC 0.03% Reduce -2.0% 5,962 $279K
Equitable Trust Co. 0.02% Add +6.7% 5,921 $277K
Sard Wealth Management Group, LLC 0.19% New 5,920 $277K
Wealth Management Partners, LLC 0.13% New 5,869 $275K
J. L. Bainbridge & Co., Inc. 0.03% Add +40.1% 5,832 $273K
Graybill Wealth Management, LTD. 0.09% — 5,825 $273K
Continuum Advisory, LLC 0.04% Add +2.5% 5,818 $272K
Wealthgarden F.S. LLC 0.26% New 5,813 $272K
Burt Wealth Advisors 0.07% New 5,811 $272K
Thoroughbred Financial Services, LLC 0.02% New 5,795 $271K
Cascade Financial Partners, LLC 0.03% Add +17.0% 5,772 $270K
First Heartland Consultants, Inc. 0.03% Add +13.5% 5,769 $270K
Canal Capital Management, LLC 0.05% Reduce -36.9% 5,763 $270K
HBW Advisory Services LLC 0.04% Add +27.3% 5,731 $268K
Cushing Capital Partners, LLC 0.24% Add +0.6% 5,721 $268K
Kera Capital Partners, Inc. 0.08% Add +34.6% 5,692 $266K
Allie Family Office LLC 0.15% No change 5,679 $266K
Accurate Wealth Management, LLC 0.05% New 5,552 $265K
Retirement Planning Co of New England, Inc. 0.13% Add +1.8% 5,618 $263K
Hamilton Wealth, LLC 0.06% Reduce -28.9% 5,607 $262K
W Advisors, LLC 0.16% Add +36.1% 5,582 $261K
Cidel Asset Management Inc. 0.02% Reduce -2.2% 5,574 $261K
Synovus Financial Corp. 0.00% Reduce -0.3% 5,553 $260K
OneAscent Family Office, LLC 0.24% New 5,405 $259K
MBE Wealth Management, LLC 0.12% New 5,494 $257K
Vivid Wealth Management, LLC 0.13% New 5,465 $256K
Gibson Capital, LLC 0.05% Add +8.3% 5,465 $256K
Guardian Wealth Advisors, LLC / NC 0.02% Reduce -1.4% 5,465 $256K
Nautilus Advisors LLC 0.21% Add +12.4% 5,454 $255K
Tiaa Trust, National Association 0.00% New 5,400 $253K
Carret Asset Management, LLC 0.03% No change 5,399 $253K
Family Office Research LLC 0.12% New 5,376 $252K
Advance Capital Management, Inc. 0.01% New 5,372 $251K
AssuredPartners Investment Advisors, LLC 0.05% Reduce -69.8% 5,368 $251K
Mosaic Financial Group, LLC 0.20% No change 5,359 $251K
Samalin Investment Counsel, LLC 0.10% Reduce -1.9% 5,317 $249K
City State Bank 0.08% Add +1486.6% 5,315 $249K
Beacon Financial Advisory LLC 0.08% Add +18.3% 5,294 $248K
Schrum Private Wealth Management LLC 0.22% New 5,283 $247K
Financial Security Advisor, Inc. 0.06% No change 5,265 $246K
Sentry LLC 0.05% New 5,235 $245K
Williams Jones Wealth Management, LLC. 0.00% New 5,225 $245K
Circle Wealth Management, LLC 0.01% Add +1.7% 5,224 $245K
Primoris Wealth Advisors, LLC 0.19% Add +0.9% 5,222 $244K
Franchise Capital Ltd 0.15% Reduce -94.5% 5,205 $244K
Princeton Global Asset Management LLC 0.05% Add +8.0% 5,203 $244K
Spectrum Wealth Counsel, LLC 0.03% Reduce -4.4% 5,179 $242K
Swisher Financial Concepts, Inc. 0.20% New 5,150 $241K
Fifth Third Wealth Advisors LLC 0.01% New 5,138 $241K
Fidelis Capital Partners, LLC 0.03% New 4,430 $240K
Silver Oak Securities, Incorporated 0.02% New 5,054 $240K
Carnegie Investment Counsel 0.01% New 5,427 $240K
Cornerstone Wealth Management, LLC 0.02% New 5,109 $239K
Meridian Wealth Management, LLC 0.01% Add +21.4% 5,109 $239K
Hoey Investments, Inc. 0.05% Add +10.9% 5,095 $238K
Aire Advisors, LLC 0.05% New 5,075 $238K
Lake Street Private Wealth, LLC 0.04% Add +11.3% 5,068 $237K
Stonebridge Financial Group, LLC 0.03% Add +9.8% 5,019 $235K
Ancora Advisors LLC 0.01% Add +52.0% 5,005 $234K
Verdence Capital Advisors LLC 0.02% Reduce -5.3% 5,003 $234K
Provident Wealth Management, LLC 0.08% No change 5,000 $234K
LRI Investments, LLC 0.02% No change 5,000 $234K
Debussy Capital Management LP 0.04% Reduce -12.9% 4,975 $233K
Signature Estate & Investment Advisors LLC 0.01% Add +5.3% 4,973 $233K
L2 Asset Management, LLC 0.05% New 4,968 $233K
SFG Wealth Management, LLC. 0.11% Add +11.9% 4,964 $232K
Gilbert & Cook, Inc. 0.03% Reduce -68.8% 4,942 $231K
Cutler Investment Counsel LLC 0.03% Add +19.3% 4,936 $231K
Mayflower Financial Advisors, LLC 0.04% New 4,932 $231K
Regency Capital Management Inc.\DE 0.14% Reduce -50.9% 4,929 $231K
NavPoint Financial, Inc. 0.16% New 4,927 $231K
Old Mission Investment Co LLC 0.07% New 4,862 $228K
Ritholtz Wealth Management 0.01% New 4,860 $227K
Fusion Capital, LLC 0.09% New 4,850 $227K
Riverview Capital Advisers, LLC 0.07% No change 4,835 $226K
CFO4Life Group, LLC 0.04% Add +26.8% 4,805 $225K
Stock Yards Bank & Trust Co. 0.01% New 4,804 $225K
Eagle Bay Advisors LLC 0.19% Add +130.3% 4,792 $224K
First Horizon Advisors, Inc. 0.01% No change 4,771 $223K
Institute for Wealth Management, LLC. 0.03% New 4,756 $223K
Tortoise Investment Management, LLC 0.02% Add +257.5% 4,755 $223K
Forum Financial Management, LP 0.00% New 4,747 $222K
Fishman Jay A Ltd. 0.02% Reduce -7.8% 4,735 $222K
Lazari Capital Management, Inc. 0.09% New 4,694 $220K
Cozad Asset Management Inc. 0.02% Reduce -48.7% 4,692 $220K
Pacific Sage Partners, LLC 0.05% New 4,675 $219K
LGL Partners, LLC 0.11% Reduce -7.9% 4,659 $218K
Silverlake Wealth Management LLC 0.08% New 4,617 $216K
Copperwynd Financial, LLC 0.06% Add +17.5% 4,564 $214K
Composition Wealth, LLC 0.00% New 4,558 $213K
Forefront Wealth Partners, LLC 0.14% New 4,549 $213K
Franklin Resources Inc. 0.00% New 4,509 $211K
Strategies Wealth Advisors, LLC 0.03% New 4,496 $210K
Roanoke Asset Management Corp./ NY 0.07% Add +3.5% 4,475 $209K
Migdal Insurance & Financial Holdings Ltd. 0.00% Add +2137.5% 4,475 $209K
Axecap Investments, LLC 0.18% New 4,459 $209K
1ST Source Bank 0.01% No change 4,450 $208K
Idaho Trust Co 0.08% New 4,446 $208K
Bare Financial Services, Inc 0.08% Add +388.5% 4,445 $208K
Nicolet Advisory Services, LLC 0.02% Add +8.7% 4,603 $208K
Mainstream Capital Management LLC 0.16% No change 4,400 $206K
Barometer Capital Management Inc. 0.08% Reduce -84.5% 4,400 $206K
Obermeyer Wealth Partners 0.01% No change 4,388 $205K
FPC Investment Advisory, Inc. 0.14% No change 3,823 $205K
Kavar Capital Partners Group, LLC 0.03% New 4,375 $205K
Beacon Bank & Trust 0.05% No change 4,366 $204K
ZEGA Investments, LLC 0.06% Reduce -30.2% 4,357 $204K
Trust Co. of Vermont 0.01% Add +13.0% 4,354 $204K
Banco BTG Pactual S.A. 0.05% New 4,350 $204K
Armstrong Advisory Group, Inc. 0.02% No change 3,827 $203K
Tectonic Advisors LLC 0.01% Add +0.3% 4,324 $202K
Promethium Advisors,llc 0.13% Add +4.9% 4,300 $201K
Partners Wealth Management, LLC 0.23% Add +6.7% 4,284 $201K
Rosenberg Matthew Hamilton 0.05% No change 4,191 $196K
Ascentis Wealth Management, LLC 0.06% New 3,947 $189K
Global Financial Private Client, LLC 0.07% Add +1.8% 3,908 $183K
Sandy Spring Bank 0.01% Add +375.7% 3,877 $181K
San Luis Wealth Advisors LLC 0.04% Add +52.5% 10,196 $178K
Winch Advisory Services, LLC 0.04% Add +1.1% 3,569 $167K
Valley National Advisers Inc. 0.03% Add +98.2% 3,541 $165K
Compass Financial Services Inc 0.09% Add +90.3% 3,476 $163K
DT Investment Partners, LLC 0.02% Add +234.3% 3,453 $162K
IMG Wealth Management, Inc. 0.14% New 3,355 $157K
Natixis 0.00% Add +49.2% 3,249 $155K
Orion Capital Management LLC 0.06% Add +166.4% 3,207 $150K
Future Financial Wealth Managment LLC 0.10% Add +190.5% 3,050 $143K
Stone House Investment Management, LLC 0.03% Reduce -39.2% 3,049 $143K
Toronto Dominion Bank 0.00% No change 3,000 $140K
Barrett & Company, Inc. 0.06% Add +7.3% 2,955 $138K
Greenline Partners, LLC 0.02% Add +20.7% 2,946 $138K
DecisionPoint Financial, LLC 0.04% No change 2,897 $136K
Whittier Trust Co. 0.00% Add +29.2% 2,856 $134K
Private Wealth Management Group, LLC 0.05% Add +12.0% 2,791 $131K
Capital Analysts, LLC 0.00% Add +7.9% 2,729 $128K
Glen Eagle Advisors, LLC 0.02% Add +24.9% 2,722 $127K
Atala Financial Inc 0.09% Reduce -2.5% 2,627 $127K
Dunhill Financial, LLC 0.06% New 2,629 $123K
Physician Wealth Advisors, Inc. 0.02% Add +10.6% 2,601 $122K
North Star Investment Management Corp. 0.01% Add +11.6% 2,599 $122K
Nemes Rush Group LLC 0.02% Add +13.2% 2,582 $121K
Flaharty Asset Management, LLC 0.02% New 2,575 $121K
Global Wealth Strategies & Associates 0.04% Add +17.4% 2,537 $119K
Covestor Ltd 0.08% Add +181.3% 2,495 $117K
MassMutual Private Wealth & Trust, FSB 0.00% No change 2,437 $114K
LGT Financial Advisors LLC 0.34% Add +26600.0% 2,403 $112K
Glass Jacobson Investment Advisors llc 0.04% No change 2,110 $112K
Cedar Mountain Advisors, LLC 0.02% No change 2,347 $110K
TD Waterhouse Canada Inc. 0.00% Add +17.7% 2,277 $110K
Gen-Wealth Partners Inc 0.04% No change 2,270 $106K
Bernard Wealth Management Corp. 0.05% Add +80.0% 2,250 $105K
Vestor Capital, LLC 0.01% Add +25.9% 2,219 $104K
Beaird Harris Wealth Management, LLC 0.01% Add +0.2% 2,214 $104K
Plante Moran Financial Advisors, LLC 0.01% Add +94.8% 2,028 $95K
Carolinas Wealth Consulting LLC 0.02% Reduce -59.9% 2,027 $95K
BRC Group Holdings, Inc. 0.12% New 2,000 $94K
Brown Brothers Harriman & Co. 0.00% No change 1,985 $93K
Salem Investment Counselors Inc. 0.00% Add +69.9% 1,962 $92K
Vermillion Wealth Management, Inc. 0.03% No change 1,928 $90K
Gold Investment Management Ltd. 0.04% New 1,864 $87K
Lanark Financial, Inc. 0.01% — 1,851 $86K
Innovative Advisory Group, LLC 0.08% Add +23.6% 1,835 $86K
Optimum Investment Advisors 0.04% Add +27.9% 1,829 $86K
Laurel Wealth Advisors LLC 0.01% No change 1,820 $85K
Harbour Investments, Inc. 0.00% Add +2.3% 1,809 $85K
S.A. Mason LLC 0.04% New 1,800 $84K
Halbert Hargrove Global Advisors, LLC 0.00% New 1,735 $81K
Strategic Investment Solutions, Inc. 0.02% Add +938.2% 1,713 $80K
Horrell Capital Management, Inc. 0.03% Add +0.4% 1,706 $80K
Game Plan Financial Advisors, LLC 0.04% Reduce -11.9% 1,692 $79K
N.E.W. Advisory Services LLC 0.01% New 1,683 $79K
Hollencrest Capital Management 0.00% Reduce -28.4% 1,677 $79K
SOA Wealth Advisors, LLC. 0.02% Add +2.3% 1,607 $75K
Indiana Trust & Investment Management Co 0.03% No change 1,580 $74K
Creekmur Asset Management LLC 0.02% Add +60.4% 1,572 $74K
WASHINGTON TRUST Co 0.00% No change 1,554 $73K
IAG Wealth Partners, LLC 0.01% Add +154.8% 1,529 $72K
Whittier Trust Co. of Nevada Inc. 0.00% Add +191.9% 1,521 $71K
Hantz Financial Services, Inc. 0.00% Reduce -30.0% 1,517 $71K
Smithfield Trust Co 0.00% Reduce -89.0% 1,506 $70K
Mechanics Financial Corp 0.03% New 1,450 $68K
Bogart Wealth, LLC 0.00% Reduce -25.4% 1,435 $67K
Main Management LLC 0.01% Add +48.4% 1,350 $63K
Edmond DE Rothschild Holding S.A. 0.00% Reduce -98.9% 1,290 $60K
Safe Harbor Fiduciary, LLC 0.06% Add +2419.6% 1,285 $60K
Bruce G. Allen Investments, LLC 0.05% No change 1,272 $60K
Burkett Financial Services, LLC 0.02% Add +3.3% 1,251 $59K
Avion Wealth 0.01% No change 1,100 $58K
West Financial Advisors, LLC 0.01% No change 1,228 $57K
Parkside Financial Bank & Trust 0.01% Add +9.2% 1,193 $56K
Bank of New Hampshire 0.01% Add +329.8% 1,182 $55K
Steward Partners Investment Advisory, LLC 0.00% New 1,178 $55K
Luminist Capital LLC 0.06% Reduce -37.2% 1,133 $55K
Kiker Wealth Management, LLC 0.04% New 1,152 $54K
WealthTrak Capital Management LLC 0.05% Add +1346.2% 1,128 $53K
Bartlett & Co. Wealth Management LLC 0.00% Add +18.4% 1,095 $51K
Legacy Wealth Managment, LLC 0.04% New 1,089 $51K
Winthrop Capital Management, LLC 0.01% Add +198.9% 1,073 $50K
Grove Bank & Trust 0.01% Add +18.4% 1,060 $50K
Opal Wealth Advisors, LLC 0.02% New 1,052 $49K
Perkins Coie Trust Co 0.01% No change 1,045 $49K
Salomon & Ludwin, LLC 0.01% Add +550.6% 1,028 $48K
Curio Wealth, LLC 0.02% Reduce -99.9% 1 $47K
Hazlett, Burt & Watson, Inc. 0.02% No change 1,000 $47K
Luken Investment Analytics, LLC 0.02% New 1,000 $47K
Morse Asset Management, Inc 0.01% No change 1,000 $47K
Quintet Private Bank (Europe) S.A. 0.00% No change 1,000 $47K
Pittenger & Anderson Inc. 0.00% New 1,000 $47K
GeoWealth Management, LLC 0.00% New 990 $46K
Christopher J. Hasenberg, Inc 0.02% Add +10411.1% 946 $46K
HM Payson & Co. 0.00% Add +44.4% 976 $46K
Evermay Wealth Management LLC 0.01% No change 950 $44K
Union Savings Bank 0.02% Add +90.9% 903 $42K
Front Row Advisors LLC 0.02% No change 900 $42K
Park Place Capital Corp 0.01% New 891 $42K
Wolff Wiese Magana LLC 0.03% Reduce -21.9% 888 $42K
HighMark Wealth Management LLC 0.02% Add +88.9% 850 $40K
New England Capital Financial Advisors LLC 0.02% Add +36.2% 832 $39K
Bfsg, LLC 0.00% Reduce -45.8% 832 $39K
Graney & King, LLC 0.03% Add +37.2% 812 $38K
Sunbelt Securities, Inc. 0.00% New 744 $35K
Northwestern Mutual Wealth Management Co. 0.00% Add +261.4% 730 $34K
City Holding Co. 0.00% Add +47.1% 718 $34K
Millstone Evans Group, LLC 0.02% No change 716 $34K
Reyes Financial Architecture, Inc. 0.02% New 698 $33K
Bokf, NA 0.00% Reduce -98.9% 695 $33K
Arlington Trust Co LLC 0.01% Reduce -59.4% 690 $32K
Accredited Wealth Management, LLC 0.03% Reduce -60.4% 650 $30K
Smallwood Wealth Investment Management, LLC 0.02% New 637 $30K
TD Capital Management LLC 0.00% Add +49.0% 636 $30K
Medallion Wealth Advisors, LLC 0.01% Add +700.0% 600 $29K
Vision Financial Markets LLC 0.03% Add +32.3% 614 $29K
Mather Group, Llc. 0.00% Add +164.2% 605 $28K
Berbice Capital Management LLC 0.02% Add +100.0% 600 $28K
Fairscale Capital, LLC 0.02% No change 590 $28K
High Note Wealth, LLC 0.01% Add +22.5% 588 $28K
American Capital Advisory, LLC 0.01% Add +144.7% 553 $26K
McIlrath & Eck, LLC 0.00% No change 538 $25K
Beacon Capital Management, LLC 0.00% No change 520 $24K
MPWM Advisory Solutions, LLC 0.02% Add +82.4% 518 $24K
Cloud Capital Management, LLC 0.02% — 475 $22K
Brown, Lisle/Cummings, Inc. 0.01% No change 465 $22K
GoalVest Advisory LLC 0.01% Add +12.4% 454 $21K
Financial Network Wealth Advisors LLC 0.03% New 447 $21K
CoreCap Advisors, LLC 0.00% Reduce -98.5% 436 $20K
REAP Financial Group, LLC 0.01% New 430 $20K
Heritage Wealth Advisors 0.00% New 395 $18K
GPS Wealth Strategies Group, LLC 0.00% Add +77.8% 384 $18K
GHP Investment Advisors, Inc. 0.00% Add +56.8% 381 $18K
Nalls Sherbakoff Group, LLC 0.01% — 369 $17K
Cornerstone National Bank & Trust Co 0.01% New 355 $17K
Dagco, Inc. 0.01% New 335 $16K
Founders Capital Management 0.01% No change 331 $15K
FMR LLC 0.00% Add +33000.0% 331 $15K
Provenance Wealth Advisors, LLC 0.00% New 328 $15K
PFS Partners, LLC 0.01% Add +14.5% 323 $15K
Wood Tarver Financial Group, LLC 0.00% Add +318.2% 322 $15K
Elite Financial, Inc. 0.01% New 335 $15K
LFA - Lugano Financial Advisors SA 0.01% New 320 $15K
Binnacle Investments Inc 0.01% — 300 $14K
Putney Financial Group LLC 0.01% Reduce -24.0% 285 $13K
Semmax Financial Advisors Inc. 0.00% New 209 $12K
IFS Advisors, LLC 0.01% No change 260 $12K
Breakwater Investment Management 0.01% No change 253 $12K
Promus Capital, LLC 0.01% New 250 $12K
Hughes Financial Services, LLC 0.00% New 238 $11K
Signature Resources Capital Management, LLC 0.01% No change 245 $11K
Investment Management Corp. /Va/ 0.01% Reduce -95.6% 240 $11K
Park Square Financial Group, LLC 0.01% New 236 $11K
Hartford Financial Management Inc. 0.00% New 235 $11K
Friedenthal Financial 0.01% Reduce -89.0% 220 $10K
Ritter Daniher Financial Advisory LLC / DE 0.00% Add +450.0% 220 $10K
Roble, Belko & Company, Inc 0.00% Add +31.6% 208 $10K
Valued Wealth Advisors LLC 0.01% No change 211 $10K
Sittner & Nelson, LLC 0.00% No change 206 $10K
Morton Brown Family Wealth, LLC 0.00% Add +0.5% 201 $9K
Peoples Bank 0.01% No change 200 $9K
Perritt Capital Management Inc 0.01% New 200 $9K
Tidemark, LLC 0.00% No change 199 $9K
DiNuzzo Private Wealth, Inc. 0.00% No change 192 $9K
Annis Gardner Whiting Capital Advisors, LLC 0.00% New 191 $9K
Ruedi Wealth Management, Inc. 0.00% No change 190 $9K
Stephens Consulting, LLC 0.00% Reduce -61.4% 189 $9K
Cary Street Partners Investment Advisory LLC 0.01% No change 186 $9K
Nvwm, LLC 0.00% No change 185 $9K
Atticus Wealth Management, LLC 0.00% New 175 $8K
DHJJ Financial Advisors, Ltd. 0.00% New 173 $8K
1 North Wealth Services LLC 0.00% New 160 $7K
Private Trust Co. NA 0.00% New 157 $7K
New Millennium Group LLC 0.00% Add +2.6% 156 $7K
Westside Investment Management, Inc. 0.00% No change 155 $7K
CNB Bank 0.00% Add +200.0% 150 $7K
Fourth Dimension Wealth, LLC 0.00% New 150 $7K
Mb, Levis & Associates, LLC 0.00% Reduce -18.9% 150 $7K
Sound Income Strategies, LLC 0.00% Reduce -80.9% 142 $7K
CENTRAL TRUST Co 0.00% No change 140 $7K
Anchor Investment Management, LLC 0.00% Add +826.7% 139 $7K
Roxbury Financial LLC 0.01% Add +90.9% 126 $6K
Vermillion & White Wealth Management Group, LLC 0.00% Add +40.0% 126 $6K
Elevation Wealth Partners, LLC 0.00% No change 122 $6K
Johnson Financial Group, Inc. 0.00% No change 120 $6K
Trivant Custom Portfolio Group, LLC 0.00% New 113 $5K
NewSquare Capital LLC 0.00% New 110 $5K
PFG Private Wealth Management, LLC 0.00% New 107 $5K
Richards, Merrill & Peterson, Inc. 0.00% Add +18.9% 107 $5K
CKW Financial Group 0.00% No change 110 $5K
Albion Financial Group 0.00% No change 104 $5K
Financial Perspectives, Inc 0.00% Add +14.4% 103 $5K
NCP Inc. 0.01% New 100 $5K
Minot DeBlois Advisors LLC 0.00% No change 100 $5K
Global Trust Asset Management, LLC 0.00% No change 100 $5K
Pension & Wealth Management Advisors, Inc. 0.00% New 100 $5K
Hexagon Capital Partners LLC 0.00% New 100 $5K
Independence Bank of Kentucky 0.00% No change 100 $5K
Coldstream Capital Management Inc. 0.00% New 100 $5K
Collier Financial 0.00% New 96 $4K
AllSquare Wealth Management LLC 0.00% Reduce -74.0% 96 $4K
West Paces Advisors Inc. 0.00% No change 95 $4K
Alpine Bank Wealth Management 0.00% — 92 $4K
Briaud Financial Planning Inc 0.00% No change 100 $4K
Redwood Park Advisors LLC 0.00% No change 85 $4K
CarsonAllaria Wealth Management, Ltd. 0.00% No change 85 $4K
Sterling Capital Management LLC 0.00% Reduce -62.1% 83 $4K
Ravenstone Capital Management Inc. 0.00% New 80 $4K
MorganRosel Wealth Management, LLC 0.00% New 67 $3K
JDM Financial Group LLC 0.00% New 62 $3K
Westend Capital Management, LLC 0.00% Reduce -77.8% 58 $3K
Northwest Capital Management Inc 0.00% No change 52 $2K
Centricity Wealth Management, LLC 0.00% New 50 $2K
Wellington Shields & Co., LLC 0.00% No change 50 $2K
Centerpoint Advisors, LLC 0.00% Add +5.0% 42 $2K
First PREMIER Bank 0.00% No change 50 $2K
Lord & Richards Wealth Management, LLC 0.00% New 42 $2K
Aspect Partners, LLC 0.00% Add +143.8% 39 $2K
Runnymede Capital Advisors, Inc. 0.00% Reduce -64.1% 37 $2K
JFS Wealth Advisors, LLC 0.00% No change 35 $2K
Transce3nd, LLC 0.00% New 32 $1K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 20 $937
Godsey & Gibb, Inc. 0.00% New 15 $703
Eq Wealth Advisors, LLC 0.00% New 12 $562
Rialto Wealth Management, LLC 0.00% Reduce -82.8% 11 $515
Inlight Wealth Management, LLC 0.00% New 10 $468
Berkshire Capital Holdings Inc. 0.00% No change 10 $468
Costello Asset Management, INC 0.00% New 10 $468
Jones Financial Companies LLLP 0.00% Reduce -97.8% 9 $428
Bear Mountain Capital, Inc. 0.00% No change 5 $271
Toth Financial Advisory Corp. 0.00% Add +33.3% 4 $188
MCF Advisors LLC 0.00% No change 4 $188
Marshall & Sterling Wealth Advisors Inc. 0.00% No change 4 $187
Stuart Chaussee & Associates, Inc. 0.00% No change 4 $187

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