Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
Front Row Advisors LLC | 20 | 20 | 0.00% | 0.02% | 0.11% | Q4 2018 | Q3 2023 | 20 |
SVB WEALTH LLC | 20 | 20 | 0.00% | 0.01% | 0.06% | Q4 2018 | Q3 2023 | 20 |
ARK Investment Management | 20 | 20 | 0.33% | 0.62% | 0.88% | Q4 2018 | Q3 2023 | 20 |
Horrell Capital Management, Inc. | 19 | 19 | 0.00% | 0.03% | 0.07% | Q1 2019 | Q3 2023 | 19 |
FNY Investment Advisers, LLC | 14 | 1 | 0.00% | 0.03% | 0.20% | Q4 2018 | Q3 2023 | 18 |
ROTHSCHILD INVESTMENT LLC /IL | 18 | 18 | 0.01% | 0.13% | 0.62% | Q2 2019 | Q3 2023 | 18 |
NVWM, LLC | 9 | 3 | 0.00% | 0.22% | 1.35% | Q1 2019 | Q3 2023 | 17 |
Heritage Wealth Advisors | 16 | 16 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2022 | 16 |
Formidable Asset Management, LLC | 9 | 5 | 0.04% | 0.12% | 0.46% | Q1 2020 | Q3 2023 | 14 |
IFP Advisors, Inc | 11 | 1 | 0.00% | 0.07% | 0.27% | Q1 2016 | Q1 2022 | 13 |
Ancora Advisors LLC | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Williams Jones Wealth Management, LLC. | 12 | 12 | 0.00% | 0.02% | 0.13% | Q4 2020 | Q3 2023 | 12 |
Tradition Wealth Management, LLC | 12 | 12 | 0.02% | 0.06% | 0.12% | Q4 2020 | Q3 2023 | 12 |
CAPTRUST FINANCIAL ADVISORS | 9 | 3 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q2 2022 | 12 |
SlateStone Wealth, LLC | 12 | 12 | 0.04% | 0.31% | 0.74% | Q4 2019 | Q3 2022 | 12 |
Sargent Bickham Lagudis LLC | 12 | 12 | 0.00% | 0.02% | 0.05% | Q1 2017 | Q4 2019 | 12 |
Winch Advisory Services, LLC | 11 | 11 | 0.01% | 0.02% | 0.04% | Q1 2021 | Q3 2023 | 11 |
Next Capital Management LLC | 11 | 11 | 0.09% | 0.22% | 0.45% | Q1 2021 | Q3 2023 | 11 |
Laffer Tengler Investments, Inc. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
ATLAS CAPITAL ADVISORS LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Edge Wealth Management LLC | 6 | 5 | 0.00% | 0.12% | 0.40% | Q1 2019 | Q4 2021 | 11 |
Canton Hathaway, LLC | 11 | 11 | 0.01% | 0.11% | 0.36% | Q1 2021 | Q3 2023 | 11 |
HBC Financial Services, PLLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
West Oak Capital, LLC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
MASSMUTUAL TRUST CO FSB/ADV | 11 | 11 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2023 | 11 |
First Horizon Advisors, Inc. | 6 | 4 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 10 |
Garde Capital, Inc. | 7 | 3 | 0.01% | 0.04% | 0.08% | Q4 2020 | Q3 2023 | 10 |
tru Independence LLC | 8 | 1 | 0.05% | 1.42% | 7.10% | Q2 2020 | Q3 2022 | 9 |
Kingfisher Capital LLC | 8 | 8 | 0.03% | 0.36% | 0.91% | Q4 2020 | Q3 2022 | 8 |
Almanack Investment Partners, LLC. | 8 | 8 | 0.05% | 0.12% | 0.24% | Q3 2020 | Q2 2022 | 8 |
Bartlett & Co. LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2023 | 8 |
Main Management LLC | 8 | 8 | 0.00% | 0.07% | 0.54% | Q4 2021 | Q3 2023 | 8 |
Accel Wealth Management | 6 | 2 | 0.01% | 0.03% | 0.06% | Q4 2020 | Q1 2023 | 8 |
EMERALD MUTUAL FUND ADVISERS TRUST | 4 | 3 | 0.09% | 0.11% | 0.16% | Q4 2020 | Q3 2022 | 7 |
Sterling Investment Advisors, Ltd. | 5 | 2 | 0.00% | 0.11% | 0.27% | Q1 2020 | Q4 2021 | 7 |
S.A. Mason LLC | 7 | 7 | 0.03% | 0.05% | 0.08% | Q1 2021 | Q3 2022 | 7 |
FIRST NATIONAL TRUST CO | 5 | 1 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 6 |
Parkwood LLC | 3 | 3 | 0.33% | 0.56% | 0.82% | Q1 2021 | Q4 2022 | 6 |
KELLEHER FINANCIAL ADVISORS | 6 | 6 | 0.15% | 0.20% | 0.36% | Q4 2020 | Q1 2022 | 6 |
Morse Asset Management, Inc | 6 | 6 | 0.15% | 0.32% | 0.81% | Q4 2020 | Q1 2022 | 6 |
Summit Financial, LLC | 5 | 5 | 0.02% | 0.03% | 0.04% | Q3 2021 | Q3 2022 | 5 |
Private Ocean, LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 5 |
SCHOLTZ & COMPANY, LLC | 4 | 1 | 0.11% | 0.26% | 0.53% | Q3 2020 | Q4 2021 | 5 |
Stonebridge Financial Planning Group, LLC | 3 | 2 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q4 2021 | 5 |
ROBINSON CAPITAL MANAGEMENT, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 5 |
ENCOMPASS WEALTH ADVISORS, LLC | 5 | 5 | 0.05% | 0.06% | 0.08% | Q1 2021 | Q1 2022 | 5 |
SCOPUS ASSET MANAGEMENT, L.P. | 5 | 5 | 0.03% | 0.09% | 0.20% | Q4 2020 | Q4 2021 | 5 |
Private Capital Group, LLC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q1 2022 | 5 |
EQUITABLE TRUST CO | 5 | 5 | 0.01% | 0.02% | 0.02% | Q3 2021 | Q3 2022 | 5 |
Benedetti & Gucer, Inc. | 5 | 5 | 0.36% | 0.59% | 0.79% | Q2 2022 | Q2 2023 | 5 |
Trek Financial, LLC | 5 | 5 | 0.03% | 0.15% | 0.32% | Q1 2020 | Q1 2021 | 5 |
OLD NATIONAL BANCORP /IN/ | 5 | 5 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q2 2023 | 5 |
Adams Asset Advisors, LLC | 5 | 5 | 0.21% | 0.27% | 0.38% | Q4 2020 | Q4 2021 | 5 |
Strengthening Families & Communities, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Financial Management Professionals, Inc. | 5 | 5 | 0.01% | 0.04% | 0.12% | Q3 2022 | Q3 2023 | 5 |
Lenox Wealth Advisors, LLC | 5 | 5 | 0.00% | 0.03% | 0.04% | Q1 2021 | Q1 2022 | 5 |
Aristides Capital LLC | 4 | 4 | 2.73% | 4.64% | 6.44% | Q4 2022 | Q3 2023 | 4 |
FIRST MIDWEST BANK TRUST DIVISION | 4 | 4 | 0.05% | 0.11% | 0.15% | Q1 2021 | Q4 2021 | 4 |
HORIZON KINETICS ASSET MANAGEMENT LLC | 4 | 4 | 2.16% | 4.92% | 6.53% | Q4 2022 | Q3 2023 | 4 |
MILESTONE WEALTH, LLC | 4 | 4 | 0.19% | 0.28% | 0.38% | Q4 2021 | Q3 2022 | 4 |
Cassady Schiller Wealth Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
PNC FINANCIAL SERVICES GROUP, INC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Summit Global Investments | 3 | 1 | 0.06% | 0.08% | 0.11% | Q4 2020 | Q4 2021 | 4 |
Clear Perspective Advisors, LLC | 4 | 4 | 0.08% | 0.11% | 0.14% | Q1 2021 | Q4 2021 | 4 |
Kovack Advisors, Inc. | 4 | 4 | 0.03% | 0.05% | 0.10% | Q1 2021 | Q4 2021 | 4 |
Crescent Capital Consulting, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
RVW Wealth, LLC | 3 | 1 | 0.00% | 0.03% | 0.07% | Q3 2021 | Q3 2022 | 4 |
Castleview Partners, LLC | 3 | 1 | 0.00% | 0.09% | 0.20% | Q2 2021 | Q2 2022 | 4 |
McGowan Group Asset Management, Inc. | 3 | 3 | 0.05% | 0.23% | 0.33% | Q3 2020 | Q1 2021 | 3 |
Sandhill Capital Partners LLC | 2 | 1 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q4 2022 | 3 |
THOMPSON INVESTMENT MANAGEMENT, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Cornerstone Planning Group LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 3 |
Lake Point Wealth Management | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q2 2019 | 3 |
Resolute Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
Broderick Brian C | 3 | 3 | 0.05% | 0.07% | 0.10% | Q1 2021 | Q3 2021 | 3 |
MARKSTON INTERNATIONAL LLC | 3 | 3 | 0.02% | 0.08% | 0.12% | Q2 2021 | Q4 2021 | 3 |
Arkadios Wealth Advisors | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2020 | 3 |
Tevis Investment Management | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q2 2022 | 3 |
First Heartland Consultants, Inc. | 3 | 3 | 0.01% | 0.03% | 0.06% | Q1 2022 | Q3 2022 | 3 |
TUCKER ASSET MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
Eudaimonia Partners, LLC | 2 | 2 | 0.00% | 0.06% | 0.12% | Q4 2020 | Q1 2021 | 2 |
Axel Capital Management, LLC | 2 | 2 | 6.21% | 9.25% | 12.28% | Q2 2021 | Q3 2021 | 2 |
Syntal Capital Partners, LLC | 2 | 2 | 0.08% | 0.12% | 0.15% | Q1 2021 | Q2 2021 | 2 |
MAI Capital Management | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2021 | 2 |
ORG Partners LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Filbrandt Wealth Management, LLC | 2 | 2 | 0.00% | 0.01% | 0.03% | Q1 2020 | Q2 2020 | 2 |
KINGSWOOD WEALTH ADVISORS, LLC | 2 | 2 | 1.63% | 2.38% | 3.13% | Q2 2023 | Q3 2023 | 2 |
Sciencast Management LP | 2 | 2 | 0.06% | 0.30% | 0.54% | Q1 2021 | Q2 2021 | 2 |
Spectrum Planning & Advisory Services Inc. | 1 | 1 | 0.18% | 0.49% | 0.81% | Q1 2021 | Q3 2022 | 2 |
Vectors Research Management, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Main Management ETF Advisors, LLC | 2 | 2 | 0.12% | 0.17% | 0.21% | Q4 2021 | Q1 2022 | 2 |
NORTHSTAR INVESTMENT ADVISORS LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q1 2021 | Q2 2021 | 2 |
CHURCHILL MANAGEMENT Corp | 2 | 2 | 0.06% | 0.12% | 0.17% | Q3 2020 | Q4 2020 | 2 |
MOODY LYNN & LIEBERSON, LLC | 2 | 2 | 0.14% | 0.25% | 0.36% | Q4 2020 | Q1 2021 | 2 |
Moloney Securities Asset Management, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q1 2022 | 2 |
Truvestments Capital LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q1 2021 | 2 |
Coston, McIsaac & Partners | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
IRONWOOD INVESTMENT MANAGEMENT LLC | 2 | 2 | 0.11% | 0.11% | 0.12% | Q4 2021 | Q1 2022 | 2 |
Laird Norton Wetherby Trust Company, LLC | 2 | 2 | 0.05% | 0.09% | 0.14% | Q4 2020 | Q1 2021 | 2 |
CAMPBELL CAPITAL MANAGEMENT INC | 1 | 1 | 0.11% | 0.20% | 0.29% | Q2 2021 | Q4 2021 | 2 |
Violich Capital Management, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2021 | Q1 2021 | 1 |
ESSEX INVESTMENT MANAGEMENT CO LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q1 2021 | Q1 2021 | 1 |
HANCOCK WHITNEY CORP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
BRYN MAWR TRUST Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
WFA of San Diego, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Byrne Asset Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Crabel Capital Management, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2021 | Q1 2021 | 1 |
Addison Capital Co | 1 | 1 | 1.17% | 1.17% | 1.17% | Q2 2020 | Q2 2020 | 1 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
CSat Investment Advisory, L.P. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2020 | Q3 2020 | 1 |
PRW Wealth Management LLC | 1 | 1 | 1.98% | 1.98% | 1.98% | Q1 2021 | Q1 2021 | 1 |
Strategic Wealth Partners, Ltd. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2021 | Q1 2021 | 1 |
Curran Financial Partners, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2023 | Q3 2023 | 1 |
Intellectus Partners, LLC | 1 | 1 | 1.09% | 1.09% | 1.09% | Q4 2021 | Q4 2021 | 1 |
AFT, FORSYTH & COMPANY, INC. | 1 | 1 | 0.18% | 0.18% | 0.18% | Q1 2021 | Q1 2021 | 1 |
WealthStone, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
INVERNESS COUNSEL LLC /NY/ | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
CAPITAL MANAGEMENT ASSOCIATES /NY/ | 1 | 1 | 0.93% | 0.93% | 0.93% | Q1 2021 | Q1 2021 | 1 |
VitalStone Financial, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2023 | Q2 2023 | 1 |
SEAVIEW INVESTMENT MANAGERS LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2020 | Q4 2020 | 1 |
Steward Partners Investment Advisory, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
MOTCO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Cutter & CO Brokerage, Inc. | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2021 | Q3 2021 | 1 |
Peregrine Asset Advisers, Inc. | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2020 | Q4 2020 | 1 |
Kathleen S. Wright Associates Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Waldron Private Wealth LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
SUMMIT FINANCIAL GROUP, INC. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2021 | Q1 2021 | 1 |
OARSMAN CAPITAL, INC. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2021 | Q1 2021 | 1 |
Henrickson Nauta Wealth Advisors, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q4 2021 | 1 |
Virtue Capital Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2021 | Q3 2021 | 1 |
Corriente Advisors, LLC | 1 | 1 | 4.54% | 4.54% | 4.54% | Q1 2020 | Q1 2020 | 1 |
SHIKIAR ASSET MANAGEMENT INC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2021 | Q1 2021 | 1 |
Private Capital Advisors, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2020 | Q3 2020 | 1 |
This page lists all the filers that currently own GRAYSCALE BITCOIN TR BTC SHS or have owned GRAYSCALE BITCOIN TR BTC SHS in the past.