Stock
Fidelity Wise Origin Bitcoin
Ticker not mapped · held by 637 managers
Reported value
$2.03B
Holders
637
+70 new · −93 exited
Holders’ est. mark
−$487.5M
Price effect on 235 books still in the name
Largest holder
$162.9M
MILLENNIUM MANAGEMENT LLC
Notable conviction
Share of each notable manager’s 13F book.
- Renaissance Technologies0.0% · $3.25M
- Fidelity0.0% · $1.4K
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| MILLENNIUM MANAGEMENT LLC | 2.76M | $162.9M | −$47.5M | Cut−$393M |
| Schonfeld Strategic Advisors LLC | 2.53M | $149.4M | −$40.4M | Cut−$29.8M |
| JANE STREET GROUP, LLC | 1.95M | $115.4M | −$33.6M | Cut−$253.3M |
| Almitas Capital LLC | 1.54M | $90.7M | −$26.4M | Cut−$26.4M |
| CANTOR FITZGERALD, L. P. | 1.28M | $75.6M | −$22M | Cut−$22M |
| ParaFi Capital LP | 1.05M | $62M | −$18.1M | Cut−$21.1M |
| MORGAN STANLEY | 852.9K | $50.3M | −$11.9M | Cut−$2.45M |
| Consolidated Portfolio Review Corp | 834.4K | $49.3M | −$14.4M | Cut−$14.4M |
| Pine Ridge Advisers LLC | 834.4K | $49.3M | −$14.4M | Cut−$14.4M |
| Mariner, LLC | 627.5K | $37M | −$10.3M | Cut−$8.58M |
| ENVESTNET ASSET MANAGEMENT INC | 609.1K | $36M | −$9.19M | Cut−$4.76M |
| United Capital Management of KS, Inc. | 563.7K | $33.3M | −$9.6M | Cut−$9.28M |
| Tidal Investments LLC | 543.8K | $32.1M | — | New |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 527.7K | $31.2M | −$7.29M | Cut−$1.14M |
| Cresset Asset Management, LLC | 498.5K | $29.4M | −$8.41M | Cut−$7.86M |
| EverSource Wealth Advisors, LLC | 452.4K | $26.7M | −$7.39M | Cut−$6.04M |
| Beaumont Financial Advisors, LLC | 445.3K | $26.3M | −$7.66M | Cut−$7.88M |
| GOLDMAN SACHS GROUP INC | 426.6K | $25.2M | −$7.34M | Cut−$10.6M |
| KALEIDOSCOPE CAPITAL LP | 414.7K | $24.5M | −$5.33M | Added$874.8K |
| Cetera Investment Advisers | 407.1K | $24M | −$5.41M | Added$53.1K |
| HighTower Advisors, LLC | 386K | $22.8M | −$6.56M | Cut−$6.3M |
| Patient Capital Management, LLC | 353.8K | $20.9M | −$6.09M | Cut−$38.7M |
| Legacy Wealth Asset Management, LLC | 302.2K | $17.8M | −$5.13M | Cut−$4.9M |
| MEANS INVESTMENT CO., INC. | 298.6K | $17.6M | −$4.77M | Cut−$3.5M |
| Ovata Capital Management Ltd | 295.6K | $17.5M | −$5.03M | Cut−$5.03M |
| BlackRock, Inc. | 293.8K | $17.3M | −$5M | Cut−$4.81M |
| Van Hulzen Asset Management, LLC | 256.3K | $15.1M | −$4.41M | Cut−$4.48M |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 226.2K | $14.9M | −$60.1K | Added$14.6M |
| Compass Ion Advisors, LLC | 250.8K | $14.8M | −$3.8M | Cut−$2.04M |
| D. E. Shaw & Co., Inc. | 237K | $14M | −$3.2M | Cut−$190.1K |
| Claar Advisors LLC | 236.2K | $13.9M | −$1.99M | Added$5.14M |
| WINTON GROUP Ltd | 218.1K | $12.9M | −$3.75M | Cut−$26.9M |
| Atlas Wealth Partners, LLC | 212.4K | $12.5M | −$3.58M | Cut−$3.35M |
| Kestra Advisory Services, LLC | 193.1K | $11.4M | −$3.07M | Cut−$2.19M |
| COMMONWEALTH EQUITY SERVICES, LLC | 187.8K | $11.1M | −$3.23M | Cut−$3.51M |
| Great Point Wealth Advisors, LLC | 164.3K | $9.7M | −$2.05M | Added$633.1K |
| Creative Planning | 161K | $9.5M | −$2.61M | Cut−$2.06M |
| Private Advisor Group, LLC | 158.6K | $9.36M | −$311K | Added$7.98M |
| Berman McAleer LLC | 157.2K | $9.28M | −$1.7M | Added$1.74M |
| Parcion Private Wealth LLC | 150.2K | $8.87M | −$2.52M | Cut−$2.31M |
| Citrine Capital LLC | 138.2K | $8.16M | −$2.07M | Cut−$996.6K |
| OSAIC HOLDINGS, INC. | 137.6K | $8.12M | −$1.46M | Added$1.65M |
| Marex Group plc | 137K | $8.09M | −$2.36M | Cut−$10.9M |
| BNC WEALTH MANAGEMENT, LLC | 135.2K | $7.98M | −$1.29M | Added$2.28M |
| Sanctuary Advisors, LLC | 118.6K | $7M | −$818.3K | Added$3.37M |
| Lido Advisors, LLC | 118.4K | $6.99M | −$1.88M | Added$2.17M |
| AVAII WEALTH MANAGEMENT, LLC | 118.1K | $6.97M | −$1.87M | Cut−$1.3M |
| Alamea Verwaltungs GmbH | 117.8K | $6.95M | −$4.8M | Cut−$4.8M |
| IEQ CAPITAL, LLC | 116.2K | $6.86M | −$2M | Cut−$2.5M |
| KINGSWOOD WEALTH ADVISORS, LLC | 112K | $6.61M | −$1.93M | Cut−$2.05M |
| MML INVESTORS SERVICES, LLC | 107.1K | $6.32M | −$1.73M | Cut−$1.34M |
| CWM, LLC | 103.6K | $6.12M | $5.75M | Added$6.11M |
| Wealth Quarterback LLC | 103.6K | $6.12M | −$199.6K | Added$5.23M |
| Allegheny Financial Group | 102.6K | $6.06M | −$1.77M | Cut−$1.77M |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 100.2K | $5.91M | −$1.72M | Cut−$1.98M |
| Focus Partners Wealth | 97.9K | $5.87M | −$1.6M | Cut−$1.65M |
| SevenBridge Financial Group, LLC | 85.3K | $5.86M | −$568.8K | Added$131K |
| Aptus Capital Advisors, LLC | 97.4K | $5.75M | −$1.45M | Cut−$698.7K |
| Fiduciary Trust Co | 95.6K | $5.65M | −$1.65M | Cut−$1.65M |
| LIBRA WEALTH LLC | 93.7K | $5.53M | −$1.33M | Cut−$374.8K |
| Traynor Capital Management, Inc. | 95.5K | $5.53M | −$1.75M | Cut−$1.75M |
| Elequin Capital, LP | 93.7K | $5.53M | −$137.6K | Added$4.92M |
| SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. | 84.3K | $4.98M | −$1.45M | Cut−$7.58M |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 81.4K | $4.81M | −$1.34M | Cut−$1.15M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 81.1K | $4.73M | −$1.8M | Cut−$6.62M |
| EXENCIAL WEALTH ADVISORS, LLC | 80.1K | $4.73M | −$1.38M | Cut−$3.08M |
| Concurrent Investment Advisors, LLC | 78.1K | $4.61M | −$474.5K | Added$2.51M |
| Mutual Advisors, LLC | 77.9K | $4.6M | −$1.23M | Cut−$860.8K |
| FIRST TRUST ADVISORS LP | 77K | $4.54M | −$1.32M | Cut−$2.18M |
| Strategic Financial Planning, Inc. | 21K | $4.32M | — | New |
| Eaton Financial Holdings Company, LLC | 71.7K | $4.24M | −$1.23M | Cut−$1.2M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 71.7K | $4.23M | −$134.2K | Added$3.64M |
| SIMPLEX TRADING, LLC | 70.7K | $4.17M | — | New |
| MAD RIVER INVESTORS | 70.3K | $4.15M | −$1.21M | Cut−$1.25M |
| Beaird Harris Wealth Management, LLC | 66.3K | $3.91M | −$1.13M | Cut−$1.1M |
| PYA Waltman Capital, LLC | 65.2K | $3.85M | −$1.02M | Cut−$659.8K |
| Corient Private Wealth LLC | 92.9K | $3.63M | −$3.37M | Cut−$3.29M |
| Milestone Asset Management Group, LLC | 61.5K | $3.63M | −$1.02M | Cut−$873.7K |
| EVEXIA WEALTH LLC | 56.5K | $3.61M | −$925K | Cut−$99.3K |
| DecisionMap Wealth Management, LLC | 60.9K | $3.6M | −$966.6K | Cut−$688.7K |
| Advisory Services Network, LLC | 60.3K | $3.56M | −$978.4K | Cut−$778.8K |
| Smart Money Group LLC | 59.9K | $3.53M | −$1.01M | Cut−$944.1K |
| Avenir Tech Ltd | 58.6K | $3.46M | −$1.01M | Cut−$1.01M |
| Cambridge Advisors Inc. | 58.5K | $3.45M | −$973.9K | Cut−$861.3K |
| Pathstone Holdings, LLC | 58.3K | $3.44M | −$808.3K | Cut−$139.1K |
| Farther Finance Advisors, LLC | 57.5K | $3.41M | −$607K | Added$668.2K |
| ELEMENT POINTE ADVISORS, LLC | 57.1K | $3.37M | −$749.5K | Added$50.2K |
| SFMG, LLC | 56.9K | $3.36M | −$852.3K | Cut−$417.7K |
| ARBOR CAPITAL MANAGEMENT INC /ADV | 52.9K | $3.3M | −$801.8K | Cut−$763.6K |
| Brookstone Capital Management | 55.4K | $3.27M | −$953.5K | Cut−$1.22M |
| VISTA INVESTMENT PARTNERS II, LLC | 55.4K | $3.27M | −$818.5K | Cut−$358.4K |
| Renaissance Technologies | 55.1K | $3.25M | −$772.3K | Cut−$170.2K |
| Spire Wealth Management | 54.7K | $3.23M | −$929.6K | Cut−$891.8K |
| MEITAV INVESTMENT HOUSE LTD | 54.2K | $3.2M | −$642.3K | Added$351.2K |
| Kingsview Wealth Management, LLC | 53.4K | $3.15M | −$854.5K | Cut−$637.6K |
| KDK Private Wealth Management, LLC | 53K | $3.13M | −$889.9K | Cut−$814.4K |
| First Heartland Consultants, Inc. | 52.7K | $3.11M | −$888.4K | Cut−$829.1K |
| PTM WEALTH MANAGEMENT, LLC | 50.5K | $3.07M | −$733.5K | Added$251.2K |
| EP Wealth Advisors, LLC | 51.4K | $3.03M | −$800.5K | Cut−$512.9K |
| CAMBIENT FAMILY OFFICE, LLC | 50.9K | $3M | −$874.6K | Cut−$1.15M |
| Farringdon Capital, Ltd. | 50.8K | $3M | −$678.3K | Cut−$9.41K |
| NWAM LLC | 50.5K | $2.98M | −$805K | Cut−$586.5K |
| QTR Family Wealth, LLC | 43.3K | $2.8M | $208.2K | Added$53.8K |
| Fiduciary Alliance LLC | 42.5K | $2.78M | −$462.3K | Cut−$929.8K |
| INTERCAPITAL, LLC | 47K | $2.77M | — | New |
| LaSalle St. Investment Advisors, LLC | 45.2K | $2.67M | $1.16M | Added$2.67M |
| Pasadena Private Wealth, LLC | 44.5K | $2.62M | −$764.7K | Cut−$2.29M |
| Haven Private, LLC | 44.4K | $2.62M | −$720.7K | Cut−$575.2K |
| Sepio Capital, LP | 44.2K | $2.61M | −$757.6K | Cut−$751K |
| BEAM WEALTH ADVISORS, INC. | 43.3K | $2.55M | −$691.9K | Cut−$513.4K |
| Kovitz Investment Group Partners, LLC | 43.2K | $2.55M | −$735.6K | Cut−$709.8K |
| Valeo Financial Advisors, LLC | 42.4K | $2.5M | −$635.1K | Cut−$310.3K |
| Lansing Street Advisors | 41.5K | $2.45M | −$711.6K | Cut−$701.9K |
| Bayshore Capital Advisors, LLC | 41.2K | $2.43M | −$708.2K | Cut−$10.1M |
| PANORAMIC INVESTMENT ADVISORS, LLC | 40.8K | $2.41M | −$692.9K | Cut−$659.9K |
| SCS Capital Management LLC | 40.2K | $2.37M | −$691K | Cut−$691K |
| TRED AVON FAMILY WEALTH, LLC | 40.1K | $2.36M | −$689.1K | Cut−$692.2K |
| Gem Investment Advisors, LLC | 40K | $2.36M | −$496.1K | Added$162.4K |
| Joel Isaacson & Co., LLC | 37.7K | $2.22M | −$648.3K | Cut−$648.3K |
| SMART Wealth LLC | 37.5K | $2.21M | −$628.8K | Cut−$574K |
| Cerity Partners LLC | 37.2K | $2.2M | −$577.8K | Cut−$362.1K |
| COFG Advisors, LLC | 37K | $2.19M | −$611.8K | Cut−$526.1K |
| CAPTRUST FINANCIAL ADVISORS | 35.8K | $2.11M | −$617.3K | Cut−$5.43M |
| Modus Advisors, LLC | 35.3K | $2.09M | −$607.7K | Cut−$1.74M |
| IPG Investment Advisors LLC | 35.3K | $2.08M | — | New |
| Blue Trust, Inc. | 34.9K | $2.06M | −$599.4K | Cut−$602.9K |
| CHILDRESS CAPITAL ADVISORS, LLC | 33.9K | $2M | −$567.2K | Cut−$515.1K |
| Wealthcare Advisory Partners LLC | 33.4K | $1.97M | −$504.3K | Cut−$264.9K |
| Walleye Trading LLC | 33.1K | $1.95M | −$417.2K | Added$105.8K |
| MERCER GLOBAL ADVISORS INC /ADV | 32.6K | $1.92M | −$521.3K | Cut−$388.1K |
| Walser Wealth Management Company, A Ltd Liability Co | 32.2K | $1.9M | −$515.2K | Cut−$382.5K |
| Avior Wealth Management, LLC | 32K | $1.89M | −$545.6K | Cut−$530.1K |
| 180 WEALTH ADVISORS, LLC | 31.7K | $1.87M | −$351.7K | Added$310.2K |
| Spectrum Strategic Capital Management, LLC | 31.6K | $1.87M | −$479.1K | Cut−$256.9K |
| BEARING POINT CAPITAL, LLC | 31.2K | $1.84M | −$277.3K | Added$614.9K |
| Bank of New York Mellon Corp | 31.2K | $1.84M | — | New |
| CRA Financial Services, LLC | 31.2K | $1.84M | −$490.3K | Cut−$333.8K |
| Wellspring Financial Advisors, LLC | 31K | $1.83M | −$394.7K | Added$81.3K |
| Strategies Wealth Advisors, LLC | 30.7K | $1.81M | −$307.1K | Added$452.4K |
| Guild Investment Management, Inc. | 30.4K | $1.79M | −$485.9K | Cut−$361.8K |
| Financial Designs Corp | 30.2K | $1.78M | −$519.6K | Cut−$575.9K |
| CMG Global Holdings, LLC | 29.9K | $1.77M | −$145.8K | Cut−$995.7K |
| Firestone Capital Management | 29.7K | $1.75M | −$510.1K | Cut−$843.3K |
| WealthPlan Investment Management, LLC | 29.2K | $1.73M | −$470.9K | Cut−$362.1K |
| Abound Wealth Management | 29.1K | $1.72M | −$500K | Cut−$613.5K |
| BANK OF AMERICA CORP /DE/ | 29K | $1.71M | −$498.7K | Cut−$544.1K |
| Integrated Wealth Concepts LLC | 28.8K | $1.7M | −$495.6K | Cut−$687.4K |
| LPL Financial LLC | 28.7K | $1.69M | −$422.8K | Cut−$179.6K |
| JOHNSON INVESTMENT COUNSEL INC | 28.6K | $1.69M | — | New |
| VISTA FINANCE, LLC | 28K | $1.65M | −$451.4K | Cut−$348.6K |
| Qube Research & Technologies Ltd | 27.9K | $1.65M | −$430.1K | Cut−$260.8K |
| Activest Wealth Management | 27.8K | $1.64M | −$7.62K | Added$1.61M |
| Jump Financial, LLC | 27.4K | $1.62M | −$139.3K | Added$997.7K |
| Quadrature Capital Ltd | 27.3K | $1.61M | — | New |
| Summit Financial, LLC | 27.3K | $1.61M | −$469.3K | Cut−$516.4K |
| Permian Investment Partners, LP | 27K | $1.59M | −$464.4K | Cut−$2.98M |
| Waverly Advisors, LLC | 26.8K | $1.58M | −$279.1K | Added$343.5K |
| Cane Capital Partners, LLC | 26.8K | $1.58M | −$395.7K | Cut−$173.7K |
| FIDELIS CAPITAL PARTNERS, LLC | 26.6K | $1.57M | −$45.2K | Added$1.37M |
| BROWN BROTHERS HARRIMAN & CO | 26.4K | $1.56M | −$454.5K | Cut−$472.8K |
| Beacon Pointe Advisors, LLC | 26.2K | $1.54M | −$143.9K | Added$906.8K |
| Merit Financial Group, LLC | 25.4K | $1.5M | −$437.6K | Cut−$1.07M |
| Principle Wealth Partners LLC | 25.3K | $1.5M | −$398.7K | Cut−$270.9K |
| EVOKE WEALTH, LLC | 25.3K | $1.49M | −$227.7K | Added$484.2K |
| FRG Family Wealth Advisors LLC | 25.2K | $1.49M | −$433.5K | Cut−$919.1K |
| Financial Partners Group, Inc | 25K | $1.48M | −$349.8K | Cut−$408.1K |
| Abundance Wealth Counselors | 24.9K | $1.47M | −$427.7K | Cut−$638.8K |
| CHOREO, LLC | 24.9K | $1.47M | −$300.1K | Added$155.8K |
| Clearstead Advisors, LLC | 24.6K | $1.45M | −$420.3K | Cut−$412.9K |
| STANSBERRY ASSET MANAGEMENT, LLC | 24.5K | $1.45M | −$404K | Cut−$342.1K |
| CIBC Bancorp USA Inc. | 24.5K | $1.45M | — | Held |
| Arete Wealth Advisors, LLC | 24.2K | $1.43M | $1.26M | Added$1.43M |
| GC Wealth Management RIA, LLC | 23.8K | $1.41M | −$407.8K | Cut−$400.7K |
| Objective Capital Management, LLC | 23.4K | $1.38M | −$403.1K | Cut−$403.1K |
| AE Wealth Management LLC | 23.4K | $1.38M | −$360.4K | Cut−$218.1K |
| Signal Advisors Wealth, LLC | 23.3K | $1.38M | −$278.4K | Added$143.4K |
| Alchemi Wealth, LLC | 23K | $1.36M | −$314.9K | Cut−$36.4K |
| NewEdge Wealth, LLC | 22.9K | $1.35M | −$394.4K | Cut−$393.4K |
| SteelPeak Wealth, LLC | 22.5K | $1.33M | −$387.4K | Cut−$3.27M |
| MONETA GROUP INVESTMENT ADVISORS LLC | 22.4K | $1.32M | −$305.7K | Cut−$30.4K |
| U.S. Capital Wealth Advisors, LLC | 22.4K | $1.32M | −$342.6K | Cut−$196.5K |
| Steward Partners Investment Advisory, LLC | 22.3K | $1.32M | −$62.1K | Added$1.04M |
| World Investment Advisors | 22.1K | $1.31M | −$270K | Added$110.1K |
| Vise Technologies, Inc. | 17K | $1.3M | $0 | Held |
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 22K | $1.3M | −$280.7K | Added$55K |
| ShoreHaven Wealth Partners, LLC | 21.9K | $1.29M | — | New |
| JPMORGAN CHASE & CO | 22.2K | $1.28M | −$73.3K | Added$980.3K |
| Madison Park Capital Advisors, LLC | 21.7K | $1.28M | −$285.9K | Added$13.4K |
| Vivaldi Capital Management LP | 21.5K | $1.27M | −$369.5K | Cut−$1.62M |
| Camelot Portfolios, LLC | 21.4K | $1.26M | −$367.8K | Cut−$366.1K |
| RAYMOND JAMES FINANCIAL INC | 21.3K | $1.25M | −$188.5K | Added$419.3K |
| Precision Wealth Strategies, LLC | 21.1K | $1.25M | −$234.8K | Added$206.6K |
| Financial Management Professionals, Inc. | 20.8K | $1.23M | −$356K | Cut−$350.1K |
| Pallas Capital Advisors LLC | 20.7K | $1.22M | −$184.8K | Added$406K |
| Highland Financial Advisors, LLC | 20.5K | $1.21M | −$353.1K | Cut−$442.2K |
| BANK OF MONTREAL /CAN/ | 20.2K | $1.19M | −$194.3K | Added$328.4K |
| WEALTH ALLIANCE, LLC | 20.1K | $1.19M | −$155.5K | Added$497.2K |
| Hubbell Strickland Wealth Management, LLC | 20.1K | $1.19M | −$340.7K | Cut−$324.6K |
| Ancora Advisors LLC | 19.9K | $1.17M | −$342.3K | Cut−$345K |
| Bryn Mawr Trust Advisors, LLC | 19.7K | $1.16M | −$338.3K | Cut−$338.3K |
| Benchmark Financial Wealth Advisors, LLC | 19.7K | $1.16M | −$298.1K | Cut−$160.2K |
| LifeGoal Investments, LLC | 19.4K | $1.15M | −$310.3K | Cut−$334.4K |
| SILVERLAKE WEALTH MANAGEMENT LLC | 19.2K | $1.14M | −$307K | Cut−$224.9K |
| Aries Wealth Management | 19.1K | $1.13M | −$265.1K | Cut−$44.6K |
| Bleakley Financial Group, LLC | 19.1K | $1.13M | −$289.9K | Cut−$156.7K |
| Meridian Wealth Management, LLC | 18.8K | $1.11M | −$323.6K | Cut−$502.9K |
| Mills Wealth Advisors LLC | 18.8K | $1.11M | −$266.7K | Cut−$72K |
| MTM Investment Management, LLC | 18.7K | $1.11M | −$263.8K | Cut−$63.5K |
| MISSION WEALTH MANAGEMENT, LP | 18.7K | $1.1M | −$321.6K | Cut−$773.1K |
| LIFE LINE WEALTH MANAGEMENT LLC | 18.7K | $1.1M | −$321.3K | Cut−$321.3K |
| Parallel Advisors, LLC | 18.6K | $1.1M | −$220.2K | Added$120.5K |
| Soltis Investment Advisors LLC | 18.3K | $1.08M | −$295.1K | Cut−$229.9K |
| GAMCO INVESTORS, INC. ET AL | 17.5K | $1.03M | −$301K | Cut−$301K |
| US BANCORP \DE\ | 17.4K | $1.03M | −$299.4K | Cut−$4.42M |
| Demars Financial Group, LLC | 17.4K | $1.03M | −$157K | Added$331.4K |
| Proficio Capital Partners LLC | 17.3K | $1.02M | −$297.1K | Cut−$1.06M |
| MAI Capital Management | 17.2K | $1.01M | −$295.7K | Cut−$320.2K |
| Holland Advisory Services, Inc. | 17.1K | $1.01M | — | New |
| Osbon Capital Management LLC | 16.9K | $998.2K | −$140.9K | Added$373.8K |
| Essex Financial Services, Inc. | 16.8K | $991.1K | −$288.9K | Cut−$325.5K |
| Strategic Family Wealth Counselors, L.L.C. | 16.8K | $989.5K | — | New |
| Atria Investments, Inc | 16.7K | $984.8K | −$244.6K | Cut−$99.3K |
| Almanack Investment Partners, LLC. | 16.5K | $974.5K | −$283.9K | Cut−$610.6K |
| Mustard Seed Financial, LLC | 16.5K | $973.6K | −$274.8K | Cut−$244.3K |
| National Wealth Management Group, LLC | 16.4K | $970.9K | −$282.9K | Cut−$373.3K |
| Corps Capital Advisors, LLC | 16.2K | $955.2K | −$124.3K | Added$404.5K |
| Bedel Financial Consulting, Inc. | 16.2K | $954.9K | −$254K | Cut−$170.7K |
| Weil Company, Inc. | 15.9K | $936.9K | — | New |
| Stratos Wealth Advisors, LLC | 15.7K | $925.1K | −$269.6K | Cut−$645.4K |
| Belpointe Asset Management LLC | 15.6K | $922.1K | −$145.6K | Added$276.9K |
| Revisor Wealth Management LLC | 15.3K | $904.6K | −$282.5K | Cut−$320.6K |
| CONDOR CAPITAL MANAGEMENT | 15.3K | $903.8K | −$246.2K | Cut−$187.4K |
| GREAT VALLEY ADVISOR GROUP, INC. | 15.3K | $902.8K | −$263.6K | Cut−$324.3K |
| CIM, LLC | 15.1K | $893.8K | −$193K | Added$38.4K |
| WESCAP Management Group, Inc. | 14.9K | $879.6K | −$256.3K | Cut−$814.6K |
| Sovran Advisors, LLC | 13.2K | $878.7K | — | New |
| Marietta Wealth Management, LLC | 14.5K | $854.2K | −$248.9K | Cut−$248.9K |
| Strata Wealth Advisors, LLC | 14.4K | $848.4K | −$247.2K | Cut−$247.2K |
| Relyea Zuckerberg Hanson LLC | 14.4K | $847.8K | −$90.1K | Added$448.4K |
| Robertson Stephens Wealth Management, LLC | 14.3K | $844.2K | −$227.5K | Cut−$164.2K |
| Curi Capital, LLC | 13.9K | $819.7K | −$238.8K | Cut−$238.8K |
| Sequoia Financial Advisors, LLC | 13.8K | $813.7K | −$169.5K | Added$62.2K |
| Sunesis Advisors, LLC | 13.8K | $812.3K | −$105.5K | Added$344.8K |
| GARDNER LEWIS ASSET MANAGEMENT L P | 13.5K | $799K | −$232.8K | Cut−$232.8K |
| Waldron Private Wealth LLC | 13.4K | $789.2K | −$209.9K | Cut−$141.1K |
| OLD NATIONAL BANCORP /IN/ | 13.3K | $788K | — | New |
| Upper Left Wealth Management, LLC | 13.1K | $772.2K | −$166.3K | Added$35.3K |
| Citizens National Bank Trust Department | 13.1K | $770.6K | −$178.1K | Cut−$18.7K |
| Falcon Wealth Planning | 13K | $767K | −$200.9K | Cut−$123.2K |
| DAYMARK WEALTH PARTNERS, LLC | 12.9K | $761.1K | −$220.7K | Cut−$216.9K |
Who left
- Capula Management Ltd$161.1M
- Sculptor Capital LP$17M
- Citadel$8.69M
- DRW Securities, LLC$7.8M
- ALTFEST L J & CO INC$4.13M
- PROMETHIUM ADVISORS,LLC$3.22M
- BECK CAPITAL MANAGEMENT, LLC$3.16M
- RFG Advisory, LLC$3.12M
- Senator Investment Group LP$2.52M
- RPO LLC$2.36M
- STALEY CAPITAL ADVISERS INC$2.08M
- INSPIRION WEALTH ADVISORS, LLC$1.9M
- Venture Visionary Partners LLC$1.74M
- KG&L Capital Management,LLC$1.69M
- GK Wealth Management LLC$1.65M
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.