Stock
Grayscale Bitcoin Mini Tr Et
Ticker not mapped · held by 489 managers
Reported value
$814.7M
Holders
489
+59 new · −78 exited
Holders’ est. mark
−$165.4M
Price effect on 224 books still in the name
Largest holder
$90.1M
HORIZON KINETICS ASSET MANAGEMENT LLC
Notable conviction
Share of each notable manager’s 13F book.
- Renaissance Technologies0.0% · $1.23M
- Citadel0.0% · $2.48M
- Fidelity0.0% · $10.4K
Holder count by quarter
Who holds it
Notable only| Investor | Shares | Value | Est. mark | Change |
|---|---|---|---|---|
| HORIZON KINETICS ASSET MANAGEMENT LLC | 3M | $90.1M | −$26.2M | Cut−$26M |
| WELLS FARGO & COMPANY/MN | 2.08M | $62.3M | −$12.9M | Added$5.31M |
| Steward Partners Investment Advisory, LLC | 1.36M | $40.8M | −$11.3M | Cut−$9.42M |
| EMORY UNIVERSITY | 1.35M | $40.6M | −$8.94M | Added$974K |
| Paragon Advisors, LLC | 1.07M | $32.2M | −$5.85M | Added$6.28M |
| Tidal Investments LLC | 991.1K | $29.7M | −$1.16M | Added$24.6M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 928.8K | $27.9M | −$3.66M | Added$11.6M |
| Sloy Dahl & Holst, LLC | 850.6K | $25.5M | −$7.06M | Cut−$5.76M |
| MILLENNIUM MANAGEMENT LLC | 832.6K | $25M | −$7.28M | Cut−$97.7M |
| MORGAN STANLEY | 719.1K | $21.6M | −$98.4K | Added$21.1M |
| KALEIDOSCOPE CAPITAL LP | 611.7K | $18.3M | −$3.99M | Added$643.2K |
| SteelPeak Wealth, LLC | 599.5K | $18M | −$5.24M | Cut−$5.23M |
| Ovata Capital Management Ltd | 567.9K | $17M | — | New |
| ParaFi Capital LP | 520K | $15.6M | −$4.54M | Cut−$4.54M |
| NewEdge Wealth, LLC | 383.6K | $11.5M | −$106.3K | Added$11M |
| RIVERSEDGE ADVISORS, LLC | 370K | $11.1M | −$1.72M | Added$3.48M |
| HighTower Advisors, LLC | 360.1K | $10.8M | −$3.04M | Cut−$2.66M |
| EagleClaw Capital Managment, LLC | 313.7K | $9.41M | −$2.63M | Cut−$2.26M |
| Apriem Advisors | 286.3K | $8.58M | −$1.27M | Added$2.94M |
| LPL Financial LLC | 282.1K | $8.46M | −$1.76M | Added$667.8K |
| Beacon Pointe Advisors, LLC | 267.6K | $8.02M | −$164.4K | Added$7.3M |
| Pasadena Private Wealth, LLC | 228K | $6.84M | −$1.99M | Cut−$5.19M |
| MML INVESTORS SERVICES, LLC | 227.9K | $6.83M | −$1.62M | Cut−$330.9K |
| Mariner, LLC | 222.4K | $6.67M | −$1.58M | Cut−$317.9K |
| ENVESTNET ASSET MANAGEMENT INC | 203.6K | $6.11M | −$428.7K | Added$4.21M |
| JANE STREET GROUP, LLC | 194.6K | $5.84M | −$1.7M | Cut−$49.3M |
| HFG Wealth Management, LLC | 193.4K | $5.8M | −$1.39M | Cut−$366.5K |
| Reliant Wealth Planning | 180.8K | $5.42M | −$1.45M | Cut−$983.7K |
| Cresset Asset Management, LLC | 171K | $5.13M | — | New |
| Moors & Cabot, Inc. | 169.1K | $5.07M | −$1.33M | Cut−$817.9K |
| MATAURO, LLC | 164.9K | $4.94M | −$257.2K | Added$3.81M |
| ASSETMARK, INC | 155.9K | $4.67M | −$1.36M | Cut−$2.63M |
| Stonebrook Private Inc. | 149.9K | $4.5M | −$956.6K | Added$256.2K |
| Beaumont Financial Advisors, LLC | 146.9K | $4.41M | −$865.3K | Added$572.5K |
| Gem Investment Advisors, LLC | 145.5K | $4.36M | — | New |
| Ascension Capital Advisors, Inc. | 137.1K | $4.11M | — | New |
| VVR Holdings LLC | 135.9K | $4.08M | −$1.01M | Cut−$399.7K |
| Kestra Advisory Services, LLC | 135.1K | $4.05M | −$957.5K | Cut−$190.5K |
| Exit Wealth Advisors, LLC. | 134.9K | $4.05M | −$1.06M | Cut−$636.4K |
| Financial Security Advisor, Inc. | 130.1K | $3.9M | −$855K | Added$111.8K |
| Heritage Family Offices, LLP | 129.2K | $3.87M | — | New |
| One Charles Private Wealth Services, LLC | 124K | $3.72M | −$1.07M | Cut−$1.03M |
| BANK OF AMERICA CORP /DE/ | 110.9K | $3.33M | −$433.1K | Added$1.41M |
| MEITAV INVESTMENT HOUSE LTD | 106.7K | $3.2M | −$644.5K | Added$343.5K |
| Fielder Capital Group LLC | 103.7K | $3.11M | −$721.4K | Cut−$87.9K |
| MSRH, LLC | 103.2K | $3.09M | −$902K | Cut−$902K |
| Merit Financial Group, LLC | 102.4K | $3.07M | −$843.8K | Cut−$668.1K |
| Abacus Planning Group, Inc. | 99.2K | $2.98M | −$53K | Added$2.74M |
| Cushing Capital Partners, LLC | 94.7K | $2.84M | −$126.4K | Added$2.28M |
| Focus Partners Wealth | 91.8K | $2.75M | −$1.11M | Cut−$922.6K |
| ShoreHaven Wealth Partners, LLC | 88.5K | $2.65M | −$773.7K | Cut−$1.13M |
| JPMORGAN CHASE & CO | 88.3K | $2.6M | −$821.8K | Cut−$1.17M |
| FRANKLIN RESOURCES INC | 85.8K | $2.57M | −$695.9K | Cut−$510.1K |
| Citadel | 82.6K | $2.48M | −$722K | Cut−$2.3M |
| MAD RIVER INVESTORS | 81.2K | $2.44M | −$678.6K | Cut−$571.6K |
| Aptus Capital Advisors, LLC | 79.9K | $2.4M | −$301.4K | Added$1.06M |
| COMMONWEALTH EQUITY SERVICES, LLC | 79.8K | $2.39M | −$692.5K | Cut−$673.9K |
| KINGSWOOD WEALTH ADVISORS, LLC | 76.9K | $2.31M | −$612.1K | Cut−$407.1K |
| BECK CAPITAL MANAGEMENT, LLC | 76.6K | $2.3M | −$329.5K | Added$837.2K |
| Quadcap Wealth Management, LLC | 73.3K | $2.2M | −$623.2K | Cut−$563K |
| Ethos Financial Group, LLC | 53.6K | $2.08M | $0 | Held |
| Cetera Investment Advisers | 68.9K | $2.07M | −$602.6K | Cut−$684.3K |
| Weil Company, Inc. | 65.2K | $1.96M | −$398.2K | Added$191.1K |
| Aries Wealth Management | 63.7K | $1.91M | −$441K | Cut−$43.9K |
| AlTi Global, Inc. | 60.2K | $1.81M | — | New |
| Wealthfront Advisers LLC | 59.3K | $1.78M | −$518.6K | Cut−$584.9K |
| THRYVE WEALTH MANAGEMENT LLC | 58.3K | $1.75M | −$389.3K | Added$22.2K |
| Waterloo Capital, L.P. | 57.3K | $1.72M | — | New |
| Pettinga Financial Advisors LLC | 55.1K | $1.65M | −$442.2K | Cut−$306.3K |
| Van Hulzen Asset Management, LLC | 54.9K | $1.65M | −$480K | Cut−$571.4K |
| McKinley Carter Wealth Services, Inc. | 53K | $1.59M | −$455.6K | Cut−$428.5K |
| Summit Financial, LLC | 52.1K | $1.56M | −$382.7K | Cut−$133.9K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 52K | $1.56M | −$255K | Added$428.9K |
| Balboa Wealth Partners | 50.3K | $1.51M | −$360.4K | Cut−$87.5K |
| THEORY FINANCIAL LLC | 48.5K | $1.45M | −$424.7K | Cut−$853.5K |
| TigerOak Management, L.L.C. | 48.1K | $1.44M | −$399.2K | Cut−$327.2K |
| Farther Finance Advisors, LLC | 47.3K | $1.43M | −$192.3K | Added$557.8K |
| Addison Capital Co | 47K | $1.41M | −$218.2K | Added$441.5K |
| Creative Planning | 46.4K | $1.39M | −$356.4K | Cut−$186.6K |
| Gallacher Capital Management LLC | 45.2K | $1.36M | — | New |
| Savant Capital, LLC | 44.9K | $1.35M | −$226.3K | Added$344.8K |
| Red Door Wealth Management, LLC | 43.7K | $1.31M | −$256.4K | Added$173.8K |
| RFG Advisory, LLC | 43.6K | $1.31M | −$282.4K | Added$54.9K |
| ATX Financial Planning, LLC | 42.5K | $1.27M | −$333.4K | Cut−$202.6K |
| TRAPHAGEN INVESTMENT ADVISORS LLC | 41.7K | $1.25M | −$310.1K | Cut−$122.2K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 41.9K | $1.24M | −$471.9K | Cut−$1.61M |
| Renaissance Technologies | 41.2K | $1.23M | −$359.7K | Cut−$4.02M |
| Cerity Partners LLC | 39.6K | $1.19M | −$345.7K | Cut−$379.4K |
| IMC-Chicago, LLC | 39.4K | $1.18M | — | New |
| Sequoia Financial Advisors, LLC | 39.1K | $1.17M | −$318.6K | Cut−$237.6K |
| AXXCESS WEALTH MANAGEMENT, LLC | 39K | $1.17M | −$340.6K | Cut−$1.41M |
| Advisory Services Network, LLC | 39K | $1.17M | −$303.7K | Cut−$177.4K |
| Lido Advisors, LLC | 38.8K | $1.16M | −$600.2K | Cut−$376.9K |
| EQ WEALTH ADVISORS, LLC | 37K | $1.11M | −$305.3K | Cut−$241.9K |
| Pekin Hardy Strauss, Inc. | 36.7K | $1.1M | −$96.8K | Added$670.6K |
| RETIREMENT FINANCIAL SOLUTIONS, LLC | 35.7K | $1.07M | −$248.4K | Cut−$31.3K |
| CAPTRUST FINANCIAL ADVISORS | 34.1K | $1.02M | −$220.7K | Added$44.9K |
| Carnegie Investment Counsel | 33.3K | $999.9K | −$124.3K | Added$449.1K |
| Diligent Investors, LLC | 32.7K | $981.6K | −$268.5K | Cut−$208.3K |
| Claro Advisors Inc. | 31.6K | $948K | −$276.3K | Cut−$913.4K |
| Upper Left Wealth Management, LLC | 30.1K | $902.6K | −$203.5K | Added$704 |
| RBF Capital, LLC | 30K | $899.7K | −$262.2K | Cut−$262.2K |
| RHS Financial, LLC | 29.3K | $880.1K | −$166.6K | Added$142.1K |
| Birch Hill Investment Advisors LLC | 28.8K | $862.5K | −$251.4K | Cut−$251.4K |
| Almanack Investment Partners, LLC. | 28.4K | $852.8K | −$233.4K | Cut−$181.3K |
| Waverly Advisors, LLC | 27.5K | $825.9K | −$129.6K | Added$251.6K |
| SIGNATUREFD, LLC | 27.4K | $823.1K | −$185.4K | Added$1.75K |
| Proficio Capital Partners LLC | 26.5K | $795K | −$231.7K | Cut−$1.95M |
| Foundation Wealth Management, LLC | 26.4K | $791.7K | −$231.2K | Cut−$507K |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | 26.3K | $789.3K | −$230K | Cut−$382.4K |
| LMG Wealth Partners, LLC | 26.2K | $785.6K | −$175.6K | Added$7.29K |
| EAGLE GLOBAL ADVISORS LLC | 25.6K | $767.7K | −$104K | Added$306.9K |
| SLT Holdings LLC | 25.5K | $765.1K | −$223K | Cut−$384.9K |
| Cyndeo Wealth Partners, LLC | 25.4K | $763K | −$161.4K | Added$47.8K |
| Joseph P. Lucia & Associates, LLC | 25.1K | $753.1K | −$219.5K | Cut−$252.9K |
| Berger Financial Group, Inc | 24.8K | $743K | −$216.5K | Cut−$220.2K |
| LAKEWOOD CAPITAL MANAGEMENT, LP | 24.7K | $740.8K | −$215.9K | Cut−$215.9K |
| Bleakley Financial Group, LLC | 24.6K | $737.3K | −$211K | Cut−$197.8K |
| MERCER GLOBAL ADVISORS INC /ADV | 24.4K | $731.2K | −$158.6K | Added$28.5K |
| VestGen Advisors, LLC | 20.4K | $730.2K | −$18K | Added$497.4K |
| Migdal Insurance & Financial Holdings Ltd. | 24.3K | $727.6K | $451.1K | Added$727.1K |
| IEQ CAPITAL, LLC | 23.8K | $712.4K | −$207.6K | Cut−$207.6K |
| Kaizen Financial Strategies | 21K | $701.3K | −$59.8K | Added$270.1K |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | 23.3K | $698.5K | −$198.4K | Cut−$180.8K |
| Cooper Financial Group | 23K | $691K | −$125.6K | Added$134.4K |
| Savvy Advisors, Inc. | 22.7K | $682K | −$113.5K | Added$178.9K |
| BOKF, NA | 22.6K | $678.8K | −$181.4K | Cut−$125.2K |
| Johnson & White Wealth Management, LLC | 21.8K | $655K | −$190.9K | Cut−$212.2K |
| ONCE CAPITAL MANAGEMENT, LLC | 21.5K | $646K | −$188.3K | Cut−$188.3K |
| Benson Wealth Management INC | 21.4K | $643K | −$187.4K | Cut−$458.4K |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 21.4K | $641.4K | −$158.1K | Cut−$59.1K |
| Intellectus Partners, LLC | 20.7K | $621.3K | −$175.4K | Cut−$156.1K |
| CONDOR CAPITAL MANAGEMENT | 20.7K | $619.6K | −$167.4K | Cut−$122.2K |
| Shay Capital LLC | 20K | $599.8K | −$54.6K | Added$357.7K |
| Landing Point Financial Group, LLC | 19.8K | $593.4K | −$153.6K | Cut−$87.4K |
| Coastal Bridge Advisors, LLC | 19.8K | $593.2K | −$172.9K | Cut−$243.6K |
| Citrine Capital LLC | 19.3K | $579.2K | −$168.8K | Cut−$168.8K |
| Midwest Trust Co | 18.9K | $568.3K | −$165.6K | Cut−$179K |
| Integrated Wealth Concepts LLC | 17.9K | $538.2K | −$156.9K | Cut−$255.6K |
| Corient Private Wealth LLC | 23.3K | $535.8K | −$366K | Cut−$411.3K |
| RAYMOND JAMES FINANCIAL INC | 17.9K | $535.6K | −$156.1K | Cut−$210.9K |
| Soltis Investment Advisors LLC | 17.7K | $531.1K | −$89.5K | Added$134.3K |
| ENTREWEALTH, LLC | 17.4K | $521.5K | −$17.4K | Cut−$17.4K |
| Guild Investment Management, Inc. | 17.3K | $519.1K | — | New |
| Wealthspire Advisors, LLC | 17.1K | $514.1K | −$118.7K | Cut−$12.1K |
| Quantinno Capital Management LP | 17.1K | $512.9K | −$57.9K | Added$256.2K |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 16.9K | $506.8K | −$147.7K | Cut−$187.2K |
| Spire Wealth Management | 16.8K | $505K | −$147.2K | Cut−$257.4K |
| NORTHERN TRUST CORP | 16.8K | $503.4K | −$112.9K | Added$3.29K |
| Finer Wealth Management, Inc. | 16.7K | $501.9K | −$60.7K | Added$232.9K |
| Great Point Wealth Advisors, LLC | 16.7K | $501.2K | — | New |
| Tactive Advisors, LLC | 16.4K | $492.8K | — | New |
| MONOGRAPH WEALTH ADVISORS, LLC | 16.4K | $491.4K | — | New |
| MGO ONE SEVEN LLC | 16.4K | $491.2K | −$138K | Cut−$120.1K |
| Interchange Capital Partners, LLC | 13.9K | $489.1K | −$48.1K | Cut−$457.4K |
| Advyzon Investment Management, LLC | 16K | $480.5K | −$78.6K | Added$132.3K |
| Geneos Wealth Management Inc. | 15.7K | $469.7K | −$136.9K | Cut−$150.3K |
| Haven Private, LLC | 15.6K | $468.1K | −$136.4K | Cut−$136.4K |
| ICONIQ Capital, LLC | 15.6K | $467.4K | −$136.2K | Cut−$136.2K |
| CIBC Bancorp USA Inc. | 15.4K | $461.5K | — | Held |
| FIFTH THIRD BANCORP | 15.3K | $459.8K | −$1.09K | Added$455K |
| IFP Advisors, Inc | 15.3K | $459.6K | −$127.4K | Cut−$105.1K |
| OSAIC HOLDINGS, INC. | 15.3K | $459.4K | −$133.9K | Cut−$233.6K |
| SCS Capital Management LLC | 15.2K | $455K | −$132.6K | Cut−$132.6K |
| Fiduciary Alliance LLC | 13.6K | $452.7K | −$70.2K | Cut−$39.5K |
| Greenspring Advisors, LLC | 15.1K | $452.1K | — | New |
| Legacy Wealth Asset Management, LLC | 15K | $450.1K | −$131.2K | Cut−$144.2K |
| WESTCO ADVISORY SERVICES INC /ADV | 15K | $449.4K | — | New |
| Elevate Capital Advisors, LLC | 14.7K | $440.8K | −$63.7K | Added$158.6K |
| ALTERNA WEALTH MANAGEMENT, INC | 14.6K | $436.7K | −$127.3K | Cut−$153.9K |
| Fiduciary Trust Co | 14.4K | $432.8K | −$126.1K | Cut−$126.1K |
| Larson Financial Group LLC | 14.3K | $429.9K | −$125.3K | Cut−$206.4K |
| Wealthcare Advisory Partners LLC | 14K | $418.4K | −$60K | Added$152.7K |
| AE Wealth Management LLC | 13.9K | $417.4K | −$56.5K | Added$166.9K |
| Sowell Financial Services LLC | 13.7K | $412.3K | −$120.2K | Cut−$195.9K |
| Stratos Wealth Advisors, LLC | 13.7K | $411.8K | — | New |
| Keystone Financial Group | 12.8K | $411K | −$80.7K | Cut−$68.7K |
| Meridian Wealth Management, LLC | 13.7K | $410.5K | −$116.2K | Cut−$104.2K |
| Chicago Partners Investment Group LLC | 11.5K | $400.3K | −$53.7K | Cut−$90K |
| SELDON CAPITAL LP | 13.2K | $396.5K | −$115.6K | Cut−$115.6K |
| FAGAN ASSOCIATES, INC. | 13.1K | $393.5K | −$114.7K | Cut−$159.3K |
| 3EDGE Asset Management, LP | 13K | $390.6K | −$113.8K | Cut−$191.9K |
| HOLDERNESS INVESTMENTS CO | 13K | $388.6K | −$78.7K | Added$39.8K |
| Brookstone Capital Management | 12.9K | $388.3K | −$110.5K | Cut−$101.6K |
| Ancora Advisors LLC | 12.3K | $367.4K | −$107.1K | Cut−$107.1K |
| CHOREO, LLC | 12.2K | $367.3K | −$76.1K | Added$34.4K |
| LaSalle St. Investment Advisors, LLC | 12.1K | $363.8K | $363.3K | Added$363.3K |
| Bison Wealth, LLC | 10.3K | $360.9K | — | New |
| Venture Visionary Partners LLC | 11.9K | $357.6K | −$104.2K | Cut−$111.5K |
| Compass Ion Advisors, LLC | 11.6K | $347.8K | −$96.2K | Cut−$78.7K |
| Independent Advisor Alliance | 11.5K | $344K | −$100.2K | Cut−$332.6K |
| RED REEF ADVISORS LLC | 11.4K | $341.9K | −$99.6K | Cut−$529.1K |
| Sankala Group LLC | 11.4K | $334.7K | $2.85K | Added$72K |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | 11.1K | $331.5K | −$93.7K | Cut−$83.5K |
| TITLEIST ASSET MANAGEMENT, LLC | 11K | $329.4K | −$87.5K | Cut−$58.4K |
| SMITH, MOORE & CO. | 11K | $329K | — | New |
| US BANCORP \DE\ | 10.9K | $325.5K | −$94.9K | Cut−$635.7K |
| Werba Rubin Papier Wealth Management | 10.8K | $323.4K | — | New |
| Arete Wealth Advisors, LLC | 10.7K | $320.3K | $319.9K | Added$319.8K |
| CERTIOR FINANCIAL GROUP, LLC | 10.6K | $318.1K | −$92.7K | Cut−$92.7K |
| Blackhawk Capital Partners, LLC | 10.5K | $314.7K | −$70.7K | Added$1.41K |
| INDEPENDENT FINANCIAL GROUP, LLC | 10.5K | $313.8K | −$91.5K | Cut−$102K |
| Runnymede Capital Advisors, Inc. | 10.5K | $313.5K | — | New |
| Concurrent Investment Advisors, LLC | 10.4K | $313.3K | −$73K | Cut−$10.2K |
| Convergence Financial, LLC | 10.2K | $306.4K | −$89.3K | Cut−$90.8K |
| EPIQ PARTNERS, LLC | 10.2K | $305.9K | −$89.1K | Cut−$89.1K |
| BENJAMIN EDWARDS INC | 10K | $299.8K | −$87.4K | Cut−$90.9K |
| Sage Mountain Advisors LLC | 9.98K | $299.4K | −$87.3K | Cut−$87.3K |
| BANK OF MONTREAL /CAN/ | 9.8K | $293.8K | −$81.2K | Cut−$65.9K |
| Freestone Capital Holdings, LLC | 9.74K | $292.2K | −$85.1K | Cut−$92.9K |
| Brand Asset Management Group, Inc. | 9.63K | $288.8K | −$55.6K | Added$42.2K |
| Stewardship Advisors, LLC | 9.62K | $288.5K | −$84.1K | Cut−$122.8K |
| BROWN ADVISORY INC | 9.46K | $283.6K | −$82.6K | Cut−$91.9K |
| Curran Financial Partners, LLC | 9.34K | $280K | −$72.4K | Cut−$40.8K |
| U.S. Capital Wealth Advisors, LLC | 9.23K | $276.8K | −$80.7K | Cut−$82.5K |
| EP Wealth Advisors, LLC | 9.19K | $275.7K | −$80.4K | Cut−$93.1K |
| Bernardo Wealth Planning LLC | 9.13K | $273.7K | — | New |
| Visionary Wealth Advisors | 8.94K | $268.2K | −$77.9K | Cut−$76.8K |
| MAI Capital Management | 8.93K | $267.8K | −$59.5K | Added$4.03K |
| Joel Isaacson & Co., LLC | 8.92K | $267.5K | −$78K | Cut−$78K |
| MCRAE CAPITAL MANAGEMENT INC | 8.92K | $267.5K | −$77.9K | Cut−$77.9K |
| Burford Brothers, Inc. | 8.91K | $267.2K | −$50.8K | Added$41.9K |
| CreativeOne Wealth, LLC | 8.88K | $266.4K | −$65.5K | Cut−$23.7K |
| Ellsworth Advisors, LLC | 8.85K | $265.4K | −$107.6K | Cut−$107.6K |
| Parallel Advisors, LLC | 8.82K | $264.5K | −$77.1K | Cut−$78.6K |
| Concord Wealth Partners | 8.78K | $263.3K | −$76.7K | Cut−$76.7K |
| FORTEM FINANCIAL GROUP, LLC | 8.78K | $263.2K | −$72.5K | Cut−$58.1K |
| Kingsview Wealth Management, LLC | 8.68K | $260.2K | — | New |
| Asset Planning,Inc | 8.65K | $259.4K | −$75.6K | Cut−$75.6K |
| Verde Capital Management | 8.63K | $258.9K | −$66.5K | Cut−$35.7K |
| NTV Asset Management LLC | 8.47K | $254.1K | −$74.1K | Cut−$83.1K |
| Firestone Capital Management | 8.43K | $252.7K | −$73.6K | Cut−$1.09M |
| KMG FIDUCIARY PARTNERS, LLC | 8.41K | $252.2K | −$73.5K | Cut−$73.5K |
| MONETA GROUP INVESTMENT ADVISORS LLC | 8.35K | $250.3K | — | New |
| PNC Financial Services Group, Inc. | 8.13K | $243.8K | −$71K | Cut−$79.9K |
| Centurion Wealth Management LLC | 7.99K | $239.7K | — | New |
| Prime Capital Investment Advisors, LLC | 7.91K | $237.2K | −$62.5K | Cut−$39.6K |
| Pathstone Holdings, LLC | 7.78K | $233.3K | −$68K | Cut−$70.5K |
| Glass Jacobson Investment Advisors llc | 7.72K | $231.4K | −$34.2K | Added$79.9K |
| Sunbelt Securities, Inc. | 7.59K | $227.5K | −$43.6K | Added$34.4K |
| MONTAG A & ASSOCIATES INC | 7.54K | $226.2K | −$58.5K | Cut−$33.2K |
| Leverty Financial Group, LLC | 7.52K | $225.5K | — | New |
| STIFEL FINANCIAL CORP | 7.48K | $224.2K | −$49.5K | Added$4.95K |
| AdvisorNet Financial, Inc | 7.42K | $222.4K | −$3.64K | Added$206.3K |
| Leo Wealth, LLC | 7.2K | $216K | −$60.1K | Cut−$50.5K |
| WorthPointe, LLC | 7.13K | $213.9K | −$62.3K | Cut−$62.3K |
| Keystone Financial Services, LLC | 7.08K | $212.3K | −$45.2K | Added$11.9K |
| BLUE SQUARE ASSET MANAGEMENT, LLC | 7.05K | $211.4K | −$61.6K | Cut−$263.3K |
| Formidable Asset Management, LLC | 5.33K | $206.2K | −$63.3K | Cut−$63.2K |
| Richardson Capital Management LLC | 6.86K | $205.8K | −$3.81K | Added$188.9K |
Who left
- Multicoin Capital Management, LLC$10.2M
- DRW Securities, LLC$3.78M
- PEAK FINANCIAL ADVISORS LLC$2.36M
- Spahn Wealth & Retirement LLC$2.07M
- B. Riley Wealth Advisors, Inc.$1.89M
- Archer Investment Management, LLC$1.15M
- Elm Partners Management LLC$1.07M
- KIDS CAPITAL MANAGEMENT, L.P.$968.3K
- Austin Wealth Management, LLC$700.8K
- Armbruster Capital Management, Inc.$496.1K
- Traynor Capital Management, Inc.$484.7K
- MISSION WEALTH MANAGEMENT, LP$450.7K
- Private Advisor Group, LLC$448K
- Orion Porfolio Solutions, LLC$405.8K
- SAPIENT CAPITAL LLC$403.5K
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.