Grayscale Bitcoin Trust ETF - GBTC

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q3 2026 · Compare: Q2 2026
13D/13G major owners: Ownership tab.
Methodology: Market value and % of portfolio use SEC reported VALUE ($000). For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received. Details.
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Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
HORIZON KINETICS ASSET MANAGEMENT LLC History No change 12,139,990 552,612 6.27% 6.27% 1 0 0.0% Q2 2026 Aug 11, 2026
ALKEON CAPITAL MANAGEMENT LLC History No change 1,200,000 54,624 0.07% 0.07% 2 0 0.0% Q2 2026 Aug 13, 2026
LPL Financial LLC History No change 876,469 39,896 0.01% 0.01% 3 0 0.0% Q2 2026 Aug 07, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History No change 782,774 35,631 0.0% 0.0% 4 0 0.0% Q2 2026 Aug 14, 2026
Vident Advisory, LLC History No change 699,752 31,852 0.23% 0.23% 5 0 0.0% Q2 2026 Aug 12, 2026
CITADEL ADVISORS LLC History No change 689,285 31,376 0.0% 0.0% 6 0 0.0% Q2 2026 Sep 02, 2026
JANE STREET GROUP, LLC History No change 661,163 30,096 0.0% 0.0% 7 0 0.0% Q2 2026 Aug 14, 2026
HighTower Advisors, LLC History No change 602,864 27,442 0.03% 0.03% 8 0 0.0% Q2 2026 Aug 05, 2026
Virtu Financial LLC History No change 360,930 16,429 0.52% 0.52% 9 0 0.0% Q2 2026 Aug 13, 2026
MAD RIVER INVESTORS History No change 360,139 16,393 6.11% 6.11% 10 0 0.0% Q2 2026 Aug 03, 2026
EagleClaw Capital Managment, LLC History No change 358,216 16,305 2.19% 2.19% 11 0 0.0% Q2 2026 Aug 10, 2026
IMC-Chicago, LLC History No change 305,500 13,906 0.0% 0.0% 12 0 0.0% Q2 2026 Aug 06, 2026
Moors & Cabot, Inc. History No change 303,753 13,826 0.54% 0.54% 13 0 0.0% Q2 2026 Aug 10, 2026
Mariner, LLC History No change 278,538 12,679 0.01% 0.01% 14 0 0.0% Q2 2026 Aug 13, 2026
KINGSWOOD WEALTH ADVISORS, LLC History No change 278,391 12,672 0.51% 0.51% 15 0 0.0% Q2 2026 Jul 27, 2026
Wealthfront Advisers LLC History No change 265,593 12,089 0.02% 0.02% 16 0 0.0% Q2 2026 Aug 07, 2026
One Charles Private Wealth Services, LLC History No change 259,750 11,823 2.72% 2.72% 17 0 0.0% Q2 2026 Jul 15, 2026
Beaumont Financial Advisors, LLC History No change 249,612 11,362 0.72% 0.72% 18 0 0.0% Q2 2026 Aug 04, 2026
Cambridge Investment Research Advisors, Inc. History No change 244,528 11,131 0.03% 0.03% 19 0 0.0% Q2 2026 Jul 27, 2026
Cresset Asset Management, LLC History No change 231,216 10,524 0.04% 0.04% 20 0 0.0% Q2 2026 Aug 14, 2026
Quadrature Capital Ltd History No change 193,414 8,804 0.08% 0.08% 21 0 0.0% Q2 2026 Aug 06, 2026
Focus Partners Wealth History No change 190,971 8,693 0.01% 0.01% 22 0 0.0% Q2 2026 Aug 12, 2026
COMMONWEALTH EQUITY SERVICES, LLC History No change 168,831 7,685 0.01% 0.01% 23 0 0.0% Q2 2026 Jul 29, 2026
Cetera Investment Advisers History No change 164,245 7,476 0.01% 0.01% 24 0 0.0% Q2 2026 Aug 12, 2026
Optiver Holding B.V. History No change 163,843 7,458 0.0% 0.0% 25 0 0.0% Q2 2026 Aug 12, 2026
SIMPLEX TRADING, LLC History No change 160,546 7,308 0.0% 0.0% 26 0 0.0% Q2 2026 Aug 12, 2026
RBF Capital, LLC History No change 150,000 6,828 0.28% 0.28% 27 0 0.0% Q2 2026 Aug 14, 2026
Atlas Wealth Partners, LLC History No change 139,612 6,355 6.94% 6.94% 28 0 0.0% Q2 2026 Jul 27, 2026
Lido Advisors, LLC History No change 138,522 6,305 0.02% 0.02% 29 0 0.0% Q2 2026 Aug 07, 2026
Sloy Dahl & Holst, LLC History No change 131,538 5,987 0.74% 0.74% 30 0 0.0% Q2 2026 Aug 13, 2026
Creative Planning History No change 131,082 5,966 0.0% 0.0% 31 0 0.0% Q2 2026 Aug 13, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History No change 113,584 5,629 0.01% 0.01% 32 0 0.0% Q2 2026 Jul 15, 2026
LAKEWOOD CAPITAL MANAGEMENT, LP History No change 123,500 5,621 0.29% 0.29% 33 0 0.0% Q2 2026 Aug 14, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC History No change 121,134 5,514 0.06% 0.06% 34 0 0.0% Q2 2026 Aug 14, 2026
Pasadena Private Wealth, LLC History No change 117,609 5,353 0.68% 0.68% 35 0 0.0% Q2 2026 Aug 10, 2026
SLT Holdings LLC History No change 116,930 5,322 3.32% 3.32% 36 0 0.0% Q2 2026 Jul 17, 2026
Fielder Capital Group LLC History No change 111,292 5,066 1.1% 1.1% 37 0 0.0% Q2 2026 Aug 06, 2026
Once Capital Management, LLC History No change 107,700 4,902 0.4% 0.4% 38 0 0.0% Q2 2026 Jul 22, 2026
Larson Financial Group LLC History No change 107,435 4,890 0.13% 0.13% 39 0 0.0% Q2 2026 Aug 14, 2026
BLAIR WILLIAM & CO/IL History No change 106,864 4,864 0.01% 0.01% 40 0 0.0% Q2 2026 Aug 11, 2026
Farther Finance Advisors, LLC History Added to 75,047 4,847 0.03% 0.03% 41 +1,465 1.99% Q3 2026 Oct 08, 2026
Birch Hill Investment Advisors LLC History No change 102,850 4,681 0.19% 0.19% 42 0 0.0% Q2 2026 Jul 21, 2026
Convergence Financial, LLC History No change 102,534 4,667 0.37% 0.37% 43 0 0.0% Q2 2026 Aug 05, 2026
ICONIQ Capital, LLC History No change 101,575 4,623 0.13% 0.13% 44 0 0.0% Q2 2026 Aug 13, 2026
MILLENNIUM MANAGEMENT LLC History No change 100,000 4,552 0.0% 0.0% 45 0 0.0% Q2 2026 Aug 14, 2026
Sequoia Financial Advisors, LLC History No change 96,213 4,379 0.02% 0.02% 46 0 0.0% Q2 2026 Jul 17, 2026
WealthCare Asset Management, LLC History No change 95,422 4,343 1.8% 1.8% 47 0 0.0% Q2 2026 Jul 30, 2026
Red Door Wealth Management, LLC History No change 94,987 4,323 0.39% 0.39% 48 0 0.0% Q2 2026 Jul 13, 2026
Kestra Advisory Services, LLC History No change 94,966 4,322 0.01% 0.01% 49 0 0.0% Q2 2026 Jul 28, 2026
OSAIC HOLDINGS, INC. History No change 89,673 4,081 0.0% 0.0% 50 0 0.0% Q2 2026 Aug 14, 2026
TRAPHAGEN INVESTMENT ADVISORS LLC History No change 83,314 3,792 0.27% 0.27% 51 0 0.0% Q2 2026 Jul 16, 2026
Claro Advisors Inc. History No change 82,836 3,770 0.4% 0.4% 52 0 0.0% Q2 2026 Jul 30, 2026
MORGAN STANLEY History No change 78,170 3,558 0.0% 0.0% 53 0 0.0% Q2 2026 Aug 13, 2026
Legacy Wealth Asset Management, LLC History Reduced 54,395 3,513 0.77% 0.55% 54 -754 -1.37% Q3 2026 Oct 08, 2026
Intellectus Partners, LLC History No change 76,426 3,478 0.6% 0.6% 55 0 0.0% Q2 2026 Aug 12, 2026
MERCER GLOBAL ADVISORS INC /ADV History No change 76,284 3,472 0.0% 0.0% 56 0 0.0% Q2 2026 Aug 19, 2026
Advisory Services Network, LLC History No change 76,121 3,465 0.04% 0.04% 57 0 0.0% Q2 2026 Aug 12, 2026
Citrine Capital LLC History No change 75,952 3,457 1.28% 1.28% 58 0 0.0% Q2 2026 Jul 23, 2026
SCS Capital Management LLC History No change 75,857 3,453 0.03% 0.03% 59 0 0.0% Q2 2026 Aug 06, 2026
Van Hulzen Asset Management, LLC History No change 72,892 3,318 0.24% 0.24% 60 0 0.0% Q2 2026 Aug 13, 2026
Haven Private, LLC History No change 72,261 3,289 1.25% 1.25% 61 0 0.0% Q2 2026 Jul 28, 2026
Variant Private Wealth, LLC History No change 71,518 3,255 3.66% 3.66% 62 0 0.0% Q2 2026 Aug 07, 2026
RAYMOND JAMES FINANCIAL INC History No change 71,319 3,246 0.0% 0.0% 63 0 0.0% Q2 2026 Aug 14, 2026
ENVESTNET ASSET MANAGEMENT INC History No change 69,663 3,171 0.0% 0.0% 64 0 0.0% Q2 2026 Sep 23, 2026
Arax Advisory Partners History No change 68,224 3,105 0.02% 0.02% 65 0 0.0% Q2 2026 Aug 10, 2026
Guild Investment Management, Inc. History No change 67,630 3,078 2.1% 2.1% 66 0 0.0% Q2 2026 Jul 28, 2026
NorthCoast Asset Management LLC History No change 64,322 2,927 0.06% 0.06% 67 0 0.0% Q2 2026 Aug 12, 2026
NewEdge Wealth, LLC History No change 60,452 2,751 0.03% 0.03% 68 0 0.0% Q2 2026 Aug 10, 2026
Keystone Financial Group History No change 59,355 2,701 0.16% 0.16% 69 0 0.0% Q2 2026 Jul 29, 2026
Pekin Hardy Strauss, Inc. History No change 56,924 2,591 0.23% 0.23% 70 0 0.0% Q2 2026 Jul 30, 2026
Brookstone Capital Management History No change 55,085 2,507 0.03% 0.03% 71 0 0.0% Q2 2026 Jul 15, 2026
Qube Research & Technologies Ltd History No change 51,618 2,349 0.0% 0.0% 72 0 0.0% Q2 2026 Aug 14, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC History No change 50,732 2,309 0.03% 0.03% 73 0 0.0% Q2 2026 Jul 28, 2026
BROWN ADVISORY INC History No change 50,416 2,294 0.0% 0.0% 74 0 0.0% Q2 2026 Aug 14, 2026
NTV ASSET MANAGEMENT LLC History No change 48,278 2,197 0.22% 0.22% 75 0 0.0% Q2 2026 Aug 05, 2026
INDEPENDENT FINANCIAL GROUP, LLC History No change 48,253 2,196 0.04% 0.04% 76 0 0.0% Q2 2026 Jul 15, 2026
SMITH, MOORE & CO. History No change 47,561 2,164 0.14% 0.14% 77 0 0.0% Q2 2026 Aug 12, 2026
Wealthspire Advisors, LLC History No change 47,488 2,161 0.01% 0.01% 78 0 0.0% Q2 2026 Aug 11, 2026
Verde Capital Management History No change 44,951 2,046 0.38% 0.38% 79 0 0.0% Q2 2026 Aug 11, 2026
Merit Financial Group, LLC History No change 44,855 2,041 0.01% 0.01% 80 0 0.0% Q2 2026 Jul 20, 2026
GROUP ONE TRADING LLC History No change 44,356 2,019 0.0% 0.0% 81 0 0.0% Q2 2026 Aug 13, 2026
EFG International AG History No change 43,550 1,982 0.04% 0.04% 82 0 0.0% Q2 2026 Aug 14, 2026
WESCAP Management Group, Inc. History No change 43,321 1,971 0.37% 0.37% 83 0 0.0% Q2 2026 Aug 11, 2026
Innovative Advisory Group, LLC History No change 42,627 1,940 1.47% 1.47% 84 0 0.0% Q2 2026 Sep 21, 2026
PNC FINANCIAL SERVICES GROUP, INC. History No change 42,358 1,928 0.0% 0.0% 85 0 0.0% Q2 2026 Aug 07, 2026
FAGAN ASSOCIATES, INC. History No change 41,822 1,903 0.23% 0.23% 86 0 0.0% Q2 2026 Aug 04, 2026
Cerity Partners LLC History No change 39,929 1,819 0.0% 0.0% 87 0 0.0% Q2 2026 Aug 14, 2026
Walleye Trading LLC History No change 39,000 1,775 0.0% 0.0% 88 0 0.0% Q2 2026 Aug 03, 2026
CAPTRUST FINANCIAL ADVISORS History No change 38,984 1,774 0.0% 0.0% 89 0 0.0% Q2 2026 Aug 13, 2026
Beacon Pointe Advisors, LLC History No change 38,462 1,750 0.01% 0.01% 90 0 0.0% Q2 2026 Aug 18, 2026
Prosperity Financial Group, Inc. History No change 38,400 1,747 0.54% 0.54% 91 0 0.0% Q2 2026 Jul 28, 2026
Global Retirement Partners, LLC History No change 38,151 1,736 0.03% 0.03% 92 0 0.0% Q2 2026 Aug 06, 2026
STATE OF MICHIGAN RETIREMENT SYSTEM History No change 37,418 1,703 0.01% 0.01% 93 0 0.0% Q2 2026 Jul 30, 2026
Bleakley Financial Group, LLC History No change 36,489 1,660 0.02% 0.02% 94 0 0.0% Q2 2026 Aug 05, 2026
TigerOak Management, L.L.C. History No change 36,131 1,644 0.46% 0.46% 95 0 0.0% Q2 2026 Aug 11, 2026
Corient Private Wealth LP History No change 35,291 1,606 0.0% 0.0% 96 0 0.0% Q2 2026 Aug 27, 2026
Cyndeo Wealth Partners, LLC History No change 35,130 1,599 0.08% 0.08% 97 0 0.0% Q2 2026 Jul 21, 2026
FIDUCIARY TRUST CO History No change 35,115 1,598 0.02% 0.02% 98 0 0.0% Q2 2026 Aug 13, 2026
WealthPlan Investment Management, LLC History No change 35,076 1,596 0.08% 0.08% 99 0 0.0% Q2 2026 Jul 28, 2026
Curi Capital, LLC History No change 34,815 1,584 0.02% 0.02% 100 0 0.0% Q2 2026 Aug 14, 2026
Sowell Financial Services LLC History No change 34,320 1,562 0.05% 0.05% 101 0 0.0% Q2 2026 Jul 17, 2026
Pathstone Holdings, LLC History No change 34,027 1,548 0.0% 0.0% 102 0 0.0% Q2 2026 Aug 13, 2026
US BANCORP \DE\ History No change 33,921 1,544 0.0% 0.0% 103 0 0.0% Q2 2026 Aug 12, 2026
MGO ONE SEVEN LLC History No change 33,764 1,536 0.03% 0.03% 104 0 0.0% Q2 2026 Jul 31, 2026
Compass Ion Advisors, LLC History No change 33,188 1,510 0.13% 0.13% 105 0 0.0% Q2 2026 Aug 12, 2026
Integrated Wealth Concepts LLC History No change 32,673 1,487 0.01% 0.01% 106 0 0.0% Q2 2026 Sep 08, 2026
QTR Family Wealth, LLC History No change 32,600 1,483 0.52% 0.52% 107 0 0.0% Q2 2026 Jul 27, 2026
Quantinno Capital Management LP History No change 32,418 1,475 0.0% 0.0% 108 0 0.0% Q2 2026 Aug 13, 2026
McKinley Carter Wealth Services, Inc. History No change 32,107 1,461 0.08% 0.08% 109 0 0.0% Q2 2026 Jul 28, 2026
NewEdge Advisors, LLC History No change 32,107 1,461 0.0% 0.0% 110 0 0.0% Q2 2026 Aug 12, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC History No change 31,996 1,457 0.01% 0.01% 111 0 0.0% Q2 2026 Aug 14, 2026
PYA Waltman Capital, LLC History No change 31,864 1,450 0.34% 0.34% 112 0 0.0% Q2 2026 Aug 14, 2026
Visionary Wealth Advisors History No change 31,691 1,442 0.06% 0.06% 113 0 0.0% Q2 2026 Aug 13, 2026
TRUIST FINANCIAL CORP History No change 31,137 1,417 0.0% 0.0% 114 0 0.0% Q2 2026 Jul 28, 2026
MCRAE CAPITAL MANAGEMENT INC History No change 30,940 1,408 0.28% 0.28% 115 0 0.0% Q2 2026 Jul 17, 2026
Interchange Capital Partners, LLC History No change 29,930 1,362 0.26% 0.26% 116 0 0.0% Q2 2026 Jul 20, 2026
LANARK FINANCIAL, INC. History No change 29,620 1,348 0.09% 0.09% 117 0 0.0% Q2 2026 Jul 21, 2026
MONECO ADVISORS, LLC History No change 29,485 1,342 0.08% 0.08% 118 0 0.0% Q2 2026 Aug 11, 2026
Bluespring Wealth Management, LLC History No change 29,008 1,320 0.03% 0.03% 119 0 0.0% Q2 2026 Aug 11, 2026
SPROTT INC. History No change 28,974 1,318 0.04% 0.04% 120 0 0.0% Q2 2026 Jul 28, 2026
Professional Financial Advisors, LLC History No change 28,390 1,292 0.22% 0.22% 121 0 0.0% Q2 2026 Jul 09, 2026
STIFEL FINANCIAL CORP History No change 28,102 1,279 0.0% 0.0% 122 0 0.0% Q2 2026 Aug 12, 2026
Diligent Investors, LLC History No change 27,371 1,245 0.28% 0.28% 123 0 0.0% Q2 2026 Jul 24, 2026
CURA WEALTH ADVISORS, LLC History No change 27,290 1,242 0.53% 0.53% 124 0 0.0% Q2 2026 Aug 06, 2026
Canton Hathaway, LLC History No change 27,200 1,238 0.24% 0.24% 125 0 0.0% Q2 2026 Aug 05, 2026
CERTIOR FINANCIAL GROUP, LLC History No change 26,973 1,227 0.67% 0.67% 126 0 0.0% Q2 2026 Jul 20, 2026
Smithfield Trust Co History No change 25,545 1,163 0.05% 0.05% 127 0 0.0% Q2 2026 Aug 05, 2026
Waverly Advisors, LLC History No change 25,318 1,152 0.01% 0.01% 128 0 0.0% Q2 2026 Aug 14, 2026
CIBC Bancorp USA Inc. History No change 24,871 1,132 0.0% 0.0% 129 0 0.0% Q2 2026 Aug 13, 2026
FORTEM FINANCIAL GROUP, LLC History No change 24,657 1,122 0.23% 0.23% 130 0 0.0% Q2 2026 Jul 20, 2026
Benson Wealth Management INC History No change 24,643 1,121 1.13% 1.13% 131 0 0.0% Q2 2026 Aug 10, 2026
WEDBUSH SECURITIES INC History No change 24,594 1,120 0.03% 0.03% 132 0 0.0% Q2 2026 Jul 28, 2026
TSFG, LLC History No change 24,592 1,119 0.14% 0.14% 133 0 0.0% Q2 2026 Jul 23, 2026
Integras Partners LLC History No change 24,512 1,115 0.62% 0.62% 134 0 0.0% Q2 2026 Jul 24, 2026
OLD MISSION CAPITAL LLC History No change 712,200 1,107 0.02% 0.02% 135 0 0.0% Q2 2026 Aug 14, 2026
Abacus Planning Group, Inc. History No change 23,738 1,080 0.13% 0.13% 136 0 0.0% Q2 2026 Jul 20, 2026
White Knight Strategic Wealth Advisors, LLC History No change 23,579 1,073 0.75% 0.75% 137 0 0.0% Q2 2026 Aug 14, 2026
Savvy Advisors, Inc. History No change 22,922 1,043 0.02% 0.02% 138 0 0.0% Q2 2026 Aug 03, 2026
MAI Capital Management History No change 22,886 1,041 0.0% 0.0% 139 0 0.0% Q2 2026 Aug 14, 2026
Private Advisor Group, LLC History No change 22,772 1,036 0.0% 0.0% 140 0 0.0% Q2 2026 Jul 27, 2026
Pilgrim Partners Asia Pte Ltd History No change 22,700 1,033 0.44% 0.44% 141 0 0.0% Q2 2026 Jul 29, 2026
BECK CAPITAL MANAGEMENT, LLC History No change 22,643 1,030 0.19% 0.19% 142 0 0.0% Q2 2026 Aug 14, 2026
NWAM LLC History No change 22,520 1,025 0.05% 0.05% 143 0 0.0% Q2 2026 Jul 23, 2026
Alamea Verwaltungs GmbH History No change 22,446 1,021 0.82% 0.82% 144 0 0.0% Q2 2026 Aug 13, 2026
TRUE Private Wealth Advisors History No change 22,162 1,008 0.09% 0.09% 145 0 0.0% Q2 2026 Jul 23, 2026
CHOREO, LLC History No change 22,121 1,006 0.01% 0.01% 146 0 0.0% Q2 2026 Aug 04, 2026
CRA Financial Services, LLC History No change 22,056 1,003 0.12% 0.12% 147 0 0.0% Q2 2026 Jul 24, 2026
Aurora Private Wealth, Inc. History No change 22,005 1,002 0.64% 0.64% 148 0 0.0% Q2 2026 Jul 21, 2026
Laird Norton Wetherby Trust Company, LLC History No change 21,960 999 0.02% 0.02% 149 0 0.0% Q2 2026 Aug 14, 2026
Financial Management Professionals, Inc. History No change 21,917 997 0.09% 0.09% 150 0 0.0% Q2 2026 Jul 09, 2026
Meridian Wealth Management, LLC History No change 21,845 994 0.03% 0.03% 151 0 0.0% Q2 2026 Aug 05, 2026
Finer Wealth Management, Inc. History No change 21,771 991 0.44% 0.44% 152 0 0.0% Q2 2026 Aug 03, 2026
Proficio Capital Partners LLC History No change 21,682 986 0.04% 0.04% 153 0 0.0% Q2 2026 Aug 14, 2026
Quadcap Wealth Management, LLC History No change 21,653 985 0.1% 0.1% 154 0 0.0% Q2 2026 Jul 31, 2026
SteelPeak Wealth, LLC History No change 21,516 979 0.03% 0.03% 155 0 0.0% Q2 2026 Jul 13, 2026
MONETA GROUP INVESTMENT ADVISORS LLC History No change 21,146 962 0.01% 0.01% 156 0 0.0% Q2 2026 Aug 14, 2026
IEQ CAPITAL, LLC History No change 20,835 948 0.0% 0.0% 157 0 0.0% Q2 2026 Aug 11, 2026
GRIMES & Co WEALTH MANAGEMENT, LLC History No change 20,621 938 0.02% 0.02% 158 0 0.0% Q2 2026 Jul 17, 2026
Pallas Capital Advisors LLC History No change 20,605 937 0.03% 0.03% 159 0 0.0% Q2 2026 Aug 07, 2026
Spire Wealth Management History No change 19,945 907 0.03% 0.03% 160 0 0.0% Q2 2026 Jul 15, 2026
Pinnacle Financial Partners, Inc. History No change 19,599 892 0.01% 0.01% 161 0 0.0% Q2 2026 Aug 14, 2026
Financial Engines Advisors L.L.C. History No change 19,551 889 0.0% 0.0% 162 0 0.0% Q2 2026 Aug 14, 2026
EP Wealth Advisors, LLC History No change 19,550 889 0.0% 0.0% 163 0 0.0% Q2 2026 Aug 11, 2026
Upper Left Wealth Management, LLC History No change 19,261 876 0.49% 0.49% 164 0 0.0% Q2 2026 Jul 14, 2026
Almanack Investment Partners, LLC. History No change 19,086 868 0.11% 0.11% 165 0 0.0% Q2 2026 Jul 30, 2026
HUB Investment Partners, LLC History No change 18,928 861 0.02% 0.02% 166 0 0.0% Q2 2026 Jul 31, 2026
STANSBERRY ASSET MANAGEMENT, LLC History No change 18,806 856 0.08% 0.08% 167 0 0.0% Q2 2026 Aug 14, 2026
ROYAL BANK OF CANADA History No change 18,648 849 0.0% 0.0% 168 0 0.0% Q2 2026 Aug 14, 2026
OakTrust Wealth Advisors, LLC History No change 18,627 847 0.73% 0.73% 169 0 0.0% Q2 2026 Aug 06, 2026
Pine Valley Investments Ltd Liability Co History No change 18,518 842 0.03% 0.03% 170 0 0.0% Q2 2026 Jul 24, 2026
HCR Wealth Advisors History No change 18,379 836 0.07% 0.07% 171 0 0.0% Q2 2026 Jul 13, 2026
EPIQ PARTNERS, LLC History Reduced 12,923 834 0.36% 0.3% 172 -2,600 -16.75% Q3 2026 Oct 07, 2026
Soltis Investment Advisors LLC History No change 18,266 831 0.05% 0.05% 173 0 0.0% Q2 2026 Jul 31, 2026
Blue Trust, Inc. History No change 18,235 830 0.01% 0.01% 174 0 0.0% Q2 2026 Jul 21, 2026
Ameritas Advisory Services, LLC History No change 18,227 829 0.02% 0.02% 175 0 0.0% Q2 2026 Aug 14, 2026
Greenwich Wealth Management LLC History No change 18,004 820 0.03% 0.03% 176 0 0.0% Q2 2026 Aug 12, 2026
Joseph P. Lucia & Associates, LLC History No change 17,945 816 0.25% 0.25% 177 0 0.0% Q2 2026 Aug 07, 2026
Ballast Financial Advisors LLC History No change 17,761 808 0.73% 0.73% 178 0 0.0% Q2 2026 Aug 13, 2026
Clearstead Advisors, LLC History No change 17,688 805 0.01% 0.01% 179 0 0.0% Q2 2026 Aug 06, 2026
RWA WEALTH PARTNERS, LLC History No change 17,318 788 0.01% 0.01% 180 0 0.0% Q2 2026 Aug 07, 2026
Clearwater Capital Advisors, LLC History No change 17,173 781 0.06% 0.06% 181 0 0.0% Q2 2026 Aug 06, 2026
&PARTNERS History No change 16,964 772 0.0% 0.0% 182 0 0.0% Q2 2026 Aug 14, 2026
Milestone Asset Management Group, LLC History No change 16,894 769 0.39% 0.39% 183 0 0.0% Q2 2026 Jul 30, 2026
Prospera Financial Services Inc History No change 16,851 767 0.01% 0.01% 184 0 0.0% Q2 2026 Jul 15, 2026
CARY STREET PARTNERS FINANCIAL LLC History No change 16,442 748 0.02% 0.02% 185 0 0.0% Q2 2026 Jul 17, 2026
KELLEHER FINANCIAL ADVISORS History No change 16,362 744 0.11% 0.11% 186 0 0.0% Q2 2026 Aug 06, 2026
WCG Wealth Advisors LLC History No change 16,277 740 0.02% 0.02% 187 0 0.0% Q2 2026 Aug 14, 2026
VestGen Advisors, LLC History No change 15,849 721 0.02% 0.02% 188 0 0.0% Q2 2026 Aug 11, 2026
Aptus Capital Advisors, LLC History No change 15,713 715 0.0% 0.0% 189 0 0.0% Q2 2026 Aug 12, 2026
Independent Advisor Alliance History No change 15,721 715 0.02% 0.02% 190 0 0.0% Q2 2026 Aug 12, 2026
CHILDRESS CAPITAL ADVISORS, LLC History No change 15,614 710 0.12% 0.12% 191 0 0.0% Q2 2026 Jul 27, 2026
Exit Wealth Advisors, LLC. History No change 15,432 702 0.32% 0.32% 192 0 0.0% Q2 2026 Aug 11, 2026
ACT CAPITAL MANAGEMENT, LLC History No change 15,400 701 0.46% 0.46% 193 0 0.0% Q2 2026 Jul 29, 2026
Perigon Wealth Management, LLC History No change 15,392 700 0.01% 0.01% 194 0 0.0% Q2 2026 Aug 07, 2026
Private Capital Advisors, Inc. History Reduced 10,798 697 0.06% 0.06% 195 -3,200 -22.86% Q3 2026 Oct 06, 2026
SevenBridge Financial Group, LLC History No change 13,826 695 0.1% 0.1% 196 0 0.0% Q2 2026 Aug 12, 2026
NorthRock Partners, LLC History No change 15,203 692 0.01% 0.01% 197 0 0.0% Q2 2026 Aug 11, 2026
Copia Wealth Management History No change 14,531 661 0.4% 0.4% 198 0 0.0% Q2 2026 Aug 17, 2026
Schneider Downs Wealth Management Advisors, LP History No change 14,429 656 0.06% 0.06% 199 0 0.0% Q2 2026 Aug 05, 2026
CITIZENS FINANCIAL GROUP INC/RI History No change 14,227 647 0.01% 0.01% 200 0 0.0% Q2 2026 Aug 07, 2026
Midwest Trust Co History No change 14,207 646 0.01% 0.01% 201 0 0.0% Q2 2026 Aug 04, 2026
Chicago Partners Investment Group LLC History No change 12,832 644 0.01% 0.01% 202 0 0.0% Q2 2026 Jul 29, 2026
ROTHSCHILD INVESTMENT LLC History No change 14,109 642 0.02% 0.02% 203 0 0.0% Q2 2026 Aug 06, 2026
REGIONS FINANCIAL CORP History No change 14,052 639 0.0% 0.0% 204 0 0.0% Q2 2026 Aug 10, 2026
Mills Wealth Advisors LLC History No change 14,018 638 0.2% 0.2% 205 0 0.0% Q2 2026 Jul 07, 2026
Montz Harcus Wealth Management LLC History No change 9,741 629 0.22% 0.16% 206 0 0.0% Q3 2026 Oct 09, 2026
BlackRock, Inc. History No change 13,738 625 0.0% 0.0% 207 0 0.0% Q2 2026 Aug 07, 2026
Aries Wealth Management History No change 13,720 624 0.12% 0.12% 208 0 0.0% Q2 2026 Jul 24, 2026
Belpointe Asset Management LLC History No change 13,597 618 0.02% 0.02% 209 0 0.0% Q2 2026 Jul 31, 2026
CHERRYDALE WEALTH MANAGEMENT, LLC History No change 13,531 615 0.16% 0.16% 210 0 0.0% Q2 2026 Jul 13, 2026
AE Wealth Management LLC History No change 13,504 614 0.0% 0.0% 211 0 0.0% Q2 2026 Aug 03, 2026
Todd Wealth Management, LLC History No change 13,462 612 0.46% 0.46% 212 0 0.0% Q2 2026 Oct 07, 2026
Malaga Cove Capital, LLC History No change 13,385 609 0.19% 0.19% 213 0 0.0% Q2 2026 Jul 23, 2026
Wealthcare Advisory Partners LLC History No change 13,244 602 0.01% 0.01% 214 0 0.0% Q2 2026 Jul 09, 2026
Geneos Wealth Management Inc. History No change 13,227 602 0.01% 0.01% 215 0 0.0% Q2 2026 Aug 06, 2026
NavPoint Financial, Inc. History No change 13,200 600 0.22% 0.22% 216 0 0.0% Q2 2026 Jul 23, 2026
Curran Financial Partners, LLC History No change 13,069 594 0.09% 0.09% 217 0 0.0% Q2 2026 Aug 12, 2026
REYL & Cie S.A. History No change 11,220 593 0.68% 0.68% 218 0 0.0% Q2 2026 Oct 02, 2026
INSIGNEO ADVISORY SERVICES, LLC History No change 13,028 593 0.02% 0.02% 219 0 0.0% Q2 2026 Aug 14, 2026
Sanctuary Advisors, LLC History No change 12,986 591 0.0% 0.0% 220 0 0.0% Q2 2026 Aug 13, 2026
Embree Financial Group History No change 12,957 589 0.06% 0.06% 221 0 0.0% Q2 2026 Jul 15, 2026
Hartmann Taylor Wealth Management, LLC History No change 11,155 588 0.39% 0.39% 222 0 0.0% Q2 2026 Jul 28, 2026
Concurrent Investment Advisors, LLC History No change 12,820 583 0.0% 0.0% 223 0 0.0% Q2 2026 Jul 27, 2026
Wealth Alliance Advisory Group, LLC History No change 12,744 580 0.08% 0.08% 224 0 0.0% Q2 2026 Jul 23, 2026
Aspen Grove Capital, LLC History No change 12,655 576 0.08% 0.08% 225 0 0.0% Q2 2026 Aug 14, 2026
Stratos Wealth Partners, LTD. History No change 12,609 573 0.01% 0.01% 226 0 0.0% Q2 2026 Aug 11, 2026
AXXCESS WEALTH MANAGEMENT, LLC History No change 12,597 573 0.01% 0.01% 227 0 0.0% Q2 2026 Jul 28, 2026
Maridea Wealth Management LLC History No change 12,595 573 0.06% 0.06% 228 0 0.0% Q2 2026 Aug 06, 2026
Horrell Capital Management, Inc. History Added to 8,867 572 0.3% 0.18% 229 +300 3.5% Q3 2026 Oct 08, 2026
Apella Capital, LLC History Added to 8,756 563 0.01% 0.01% 231 +75 0.86% Q3 2026 Oct 08, 2026
National Philanthropic Trust History No change 12,389 563 0.01% 0.01% 230 0 0.0% Q2 2026 Aug 14, 2026
Plancorp, LLC History No change 11,629 560 0.01% 0.01% 232 0 0.0% Q2 2026 Jul 14, 2026
INTEGRITY ALLIANCE, LLC. History No change 12,159 553 0.02% 0.02% 233 0 0.0% Q2 2026 Jul 31, 2026
Formidable Asset Management, LLC History No change 10,500 553 0.09% 0.09% 234 0 0.0% Q2 2026 Jul 17, 2026
Fortis Capital Management LLC History No change 12,161 553 0.06% 0.06% 235 0 0.0% Q2 2026 Aug 12, 2026
Empower Advisory Group, LLC History No change 12,125 551 0.0% 0.0% 236 0 0.0% Q2 2026 Aug 12, 2026
Runnymede Capital Advisors, Inc. History No change 12,120 551 0.33% 0.33% 237 0 0.0% Q2 2026 Jul 21, 2026
DELTEC ASSET MANAGEMENT LLC History No change 11,750 534 0.08% 0.08% 238 0 0.0% Q2 2026 Jul 21, 2026
Taylor & Morgan Wealth Management, LLC History No change 8,274 534 0.26% 0.19% 239 0 0.0% Q3 2026 Oct 09, 2026
PHILADELPHIA TRUST CO History No change 11,620 529 0.03% 0.03% 240 0 0.0% Q2 2026 Aug 10, 2026
HOWLAND CAPITAL MANAGEMENT LLC History No change 11,600 528 0.02% 0.02% 241 0 0.0% Q2 2026 Jul 13, 2026
Fund Advisors of America Inc/FL History No change 11,580 527 0.48% 0.48% 242 0 0.0% Q2 2026 Aug 11, 2026
PKS Advisory Services, LLC History No change 11,488 522 0.08% 0.08% 243 0 0.0% Q2 2026 Aug 04, 2026
FRANKLIN RESOURCES INC History No change 11,460 521 0.0% 0.0% 244 0 0.0% Q2 2026 Aug 13, 2026
Berger Financial Group, Inc History No change 11,439 520 0.03% 0.03% 245 0 0.0% Q2 2026 Aug 04, 2026
HFG Wealth Management, LLC History No change 11,320 515 0.52% 0.52% 246 0 0.0% Q2 2026 Aug 12, 2026
Evolution Wealth Advisors, LLC History No change 11,252 512 0.06% 0.06% 247 0 0.0% Q2 2026 Jul 29, 2026
Essex Financial Services, Inc. History No change 11,223 510 0.03% 0.03% 248 0 0.0% Q2 2026 Aug 10, 2026
Smartleaf Asset Management LLC History No change 10,910 510 0.02% 0.02% 249 0 0.0% Q2 2026 Aug 12, 2026
Summit Financial, LLC History No change 10,997 500 0.01% 0.01% 250 0 0.0% Q2 2026 Aug 12, 2026
Western Wealth Management, LLC History No change 10,993 500 0.02% 0.02% 251 0 0.0% Q2 2026 Aug 14, 2026
PINNACLE ASSOCIATES LTD History No change 10,926 497 0.01% 0.01% 252 0 0.0% Q2 2026 Aug 03, 2026
Mesirow Financial Investment Management, Inc. History No change 10,934 497 0.01% 0.01% 253 0 0.0% Q2 2026 Jul 22, 2026
EARNED WEALTH ADVISORS, LLC History No change 10,894 495 0.03% 0.03% 254 0 0.0% Q2 2026 Aug 14, 2026
BANK OF MONTREAL /CAN/ History No change 10,807 491 0.0% 0.0% 255 0 0.0% Q2 2026 Aug 12, 2026
CENTAURUS FINANCIAL, INC. History No change 10,556 481 0.02% 0.02% 256 0 0.0% Q2 2026 Aug 17, 2026
PEAPACK GLADSTONE FINANCIAL CORP History No change 10,410 474 0.01% 0.01% 257 0 0.0% Q2 2026 Aug 14, 2026
Spectrum Planning & Advisory Services Inc. History No change 10,249 466 0.21% 0.21% 258 0 0.0% Q2 2026 Jul 14, 2026
Prime Capital Investment Advisors, LLC History No change 10,229 465 0.0% 0.0% 259 0 0.0% Q2 2026 Aug 05, 2026
Chevy Chase Trust Holdings, LLC History No change 10,182 463 0.0% 0.0% 260 0 0.0% Q2 2026 Aug 14, 2026
DOLIVER ADVISORS, LP History Reduced 7,139 461 0.1% 0.09% 261 -1,805 -20.18% Q3 2026 Oct 01, 2026
Keystone Global Partners, LLC History No change 10,147 461 0.17% 0.17% 262 0 0.0% Q2 2026 Jul 16, 2026
STEPHEN J. GARRY & ASSOCIATES, LLC History No change 10,116 460 0.34% 0.34% 263 0 0.0% Q2 2026 Jul 24, 2026
GABLES CAPITAL MANAGEMENT INC. History No change 10,085 459 0.17% 0.17% 264 0 0.0% Q2 2026 Aug 07, 2026
New Republic Capital, LLC History No change 10,040 457 0.11% 0.11% 265 0 0.0% Q2 2026 Jul 31, 2026
Oxbow Advisors, LLC History No change 10,000 455 0.04% 0.04% 266 0 0.0% Q2 2026 Aug 07, 2026
ZEGA Investments, LLC History No change 10,000 455 0.05% 0.05% 267 0 0.0% Q2 2026 Jul 31, 2026
National Wealth Management Group, LLC History No change 9,992 454 0.14% 0.14% 268 0 0.0% Q2 2026 Jul 14, 2026
SJS Investment Consulting Inc. History No change 9,946 452 0.05% 0.05% 269 0 0.0% Q2 2026 Jul 22, 2026
SIGNATUREFD, LLC History No change 9,922 451 0.01% 0.01% 270 0 0.0% Q2 2026 Jul 23, 2026
EverSource Wealth Advisors, LLC History No change 9,911 451 0.02% 0.02% 271 0 0.0% Q2 2026 Jul 24, 2026
Sage Investment Advisers LLC History No change 9,900 450 0.3% 0.3% 272 0 0.0% Q2 2026 Jul 09, 2026
J.W. COLE ADVISORS, INC. History No change 9,802 446 0.01% 0.01% 273 0 0.0% Q2 2026 Jul 21, 2026
MISSION WEALTH MANAGEMENT, LP History No change 9,793 445 0.01% 0.01% 274 0 0.0% Q2 2026 Jul 20, 2026
Wilmington Savings Fund Society, FSB History No change 9,750 443 0.01% 0.01% 275 0 0.0% Q2 2026 Jul 28, 2026
RVW Wealth, LLC History No change 6,872 443 0.03% 0.02% 276 0 0.0% Q3 2026 Oct 06, 2026
FMR LLC History No change 9,642 438 0.0% 0.0% 277 0 0.0% Q2 2026 Aug 13, 2026
Tidal Investments LLC History No change 9,569 435 0.0% 0.0% 278 0 0.0% Q2 2026 Aug 13, 2026
ROMAN BUTLER FULLERTON & CO History No change 8,996 433 0.1% 0.1% 279 0 0.0% Q2 2026 Aug 06, 2026
United Advisor Group, LLC History No change 9,530 433 0.05% 0.05% 280 0 0.0% Q2 2026 Jul 29, 2026
Spartan Wealth Advisory Services LLC History No change 9,531 433 0.04% 0.04% 281 0 0.0% Q2 2026 Aug 05, 2026
Valeo Financial Advisors, LLC History Reduced 6,673 431 0.01% 0.01% 282 -27 -0.4% Q3 2026 Oct 08, 2026
FIDUCIARY FINANCIAL GROUP, LLC History No change 9,421 428 0.05% 0.05% 283 0 0.0% Q2 2026 Jul 10, 2026
Insight Advisors, LLC/ PA History No change 9,397 427 0.08% 0.08% 284 0 0.0% Q2 2026 Aug 05, 2026
FLOW TRADERS U.S. LLC History No change 9,344 425 0.02% 0.02% 285 0 0.0% Q2 2026 Aug 14, 2026
TRANSCEND CAPITAL ADVISORS, LLC History No change 9,178 417 0.03% 0.03% 286 0 0.0% Q2 2026 Aug 04, 2026
Modern Wealth Management, LLC History No change 8,831 401 0.0% 0.0% 287 0 0.0% Q2 2026 Aug 13, 2026
SAPIENT CAPITAL LLC History No change 6,143 396 0.01% 0.0% 288 0 0.0% Q3 2026 Oct 08, 2026
AssuredPartners Investment Advisors, LLC History No change 8,665 394 0.04% 0.04% 289 0 0.0% Q2 2026 Aug 10, 2026
Kathmere Capital Management, LLC History No change 8,539 388 0.02% 0.02% 290 0 0.0% Q2 2026 Jul 29, 2026
Atria Investments, Inc History No change 8,492 386 0.0% 0.0% 291 0 0.0% Q2 2026 Jul 28, 2026
Equitable Holdings, Inc. History No change 8,467 385 0.0% 0.0% 292 0 0.0% Q2 2026 Aug 17, 2026
Bison Wealth, LLC History No change 7,740 382 0.04% 0.04% 293 0 0.0% Q2 2026 Jul 07, 2026
MADDEN SECURITIES Corp History No change 8,385 381 0.11% 0.11% 294 0 0.0% Q2 2026 Jul 24, 2026
Rathbones Group PLC History No change 8,330 379 0.0% 0.0% 295 0 0.0% Q2 2026 Jul 23, 2026
Savant Capital, LLC History No change 8,281 379 0.0% 0.0% 296 0 0.0% Q2 2026 Aug 10, 2026
Global Assets Advisory, LLC History No change 8,065 376 0.08% 0.08% 297 0 0.0% Q2 2026 Jul 27, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History No change 8,225 374 0.01% 0.01% 298 0 0.0% Q2 2026 Jul 23, 2026
Kovack Advisors, Inc. History No change 8,167 372 0.02% 0.02% 299 0 0.0% Q2 2026 Jul 28, 2026
HBK Sorce Advisory LLC History No change 7,387 370 0.01% 0.01% 300 0 0.0% Q2 2026 Aug 06, 2026