Signals

← Signals

☆GBTC

826 in-universe funds with a nonzero position in GBTC within the trailing 4 quarters, as of 2025Q3

Flow ranking

Rank#24452
Score / z-0.911 / -1.37
Consensus270.24 over 540 funds
Momentumno 12m return

Price & positioning

226 cached closes, trailing year
Drawdownno history
Short interestno FINRA history

Forensics

No XBRL fundamentals on file for this issuer — either not backfilled yet, or a financial/REIT excluded from these ratios. Not the same as clean.

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

No ownership or capital-structure filings on file for this ticker.

LLM reads

Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
Quarter
Fund AUM ($M)
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Fund Positions
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Quarters Held
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Fund holders

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆HORIZON KINETICS ASSET MANAGEMENT LLC CIK 0001056823 0.959 350 1,273.0 15.5% 2 +0.9 pp +15.5 pp +15.5 pp +15.5 pp
☆Multicoin Capital Management, LLC CIK 0002017172 0.469 2 118.7 43.3% 2 -46.6 pp +43.3 pp +43.3 pp +43.3 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 91.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 56.2 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Greenwich Wealth Management LLC CIK 0001439805 0.759 296 53.0 2.6% 2 +0.2 pp +2.6 pp +2.6 pp +2.6 pp
☆Wealthfront Advisers LLC CIK 0001763921 0.976 1119 33.5 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆MAD RIVER INVESTORS CIK 0001384484 0.798 29 32.4 13.9% 2 -0.3 pp +13.9 pp +13.9 pp +13.9 pp
☆EagleClaw Capital Managment, LLC CIK 0001607636 0.411 145 30.0 4.2% 2 -0.7 pp +4.2 pp +4.2 pp +4.2 pp
☆Moors & Cabot, Inc. CIK 0001607239 0.487 955 28.4 1.2% 2 -0.0 pp +1.2 pp +1.2 pp +1.2 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 26.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆One Charles Private Wealth Services, LLC CIK 0001800938 0.469 175 26.0 6.8% 2 -0.1 pp +6.8 pp +6.8 pp +6.8 pp
☆KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 25.6 1.5% 2 -0.3 pp +1.5 pp +1.5 pp +1.5 pp
☆Beaumont Financial Advisors, LLC CIK 0001957394 0.396 383 24.6 1.6% 2 -0.1 pp +1.6 pp +1.6 pp +1.6 pp
☆JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 22.0 0.0% 2 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆IMC-Chicago, LLC CIK 0001452861 0.075 1554 18.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 18.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 18.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 15.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 14.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RBF Capital, LLC CIK 0001134621 0.512 506 13.5 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆Atlas Wealth Partners, LLC CIK 0001965798 0.460 64 13.1 13.4% 2 -1.1 pp +13.4 pp +13.4 pp +13.4 pp
☆Lido Advisors, LLC CIK 0001650150 0.880 1849 13.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Creative Planning CIK 0001540235 0.979 4196 12.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sloy Dahl & Holst, LLC CIK 0001690295 0.891 122 12.1 1.3% 2 -0.3 pp +1.3 pp +1.3 pp +1.3 pp
☆Fiduciary Alliance LLC CIK 0001954805 0.260 535 11.7 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 11.6 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Jump Financial, LLC CIK 0001831577 0.000 1935 11.6 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆LAKEWOOD CAPITAL MANAGEMENT, LP CIK 0001424381 0.450 62 11.1 0.8% 2 +0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆SLT Holdings LLC CIK 0002052222 0.097 146 11.0 7.2% 2 -0.3 pp +7.2 pp +7.2 pp +7.2 pp
☆Brookstone Capital Management CIK 0001599584 0.472 1305 10.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Pasadena Private Wealth, LLC CIK 0001760578 0.559 269 10.9 1.6% 2 -0.2 pp +1.6 pp +1.6 pp +1.6 pp
☆Fielder Capital Group LLC CIK 0002010765 0.278 303 10.8 2.5% 2 -0.4 pp +2.5 pp +2.5 pp +2.5 pp
☆Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 10.8 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 10.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Once Capital Management, LLC CIK 0001712892 0.768 22 9.7 2.6% 2 -0.2 pp +2.6 pp +2.6 pp +2.6 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 9.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Citrine Capital LLC CIK 0002053242 0.796 60 9.3 4.3% 2 -0.4 pp +4.3 pp +4.3 pp +4.3 pp
☆Birch Hill Investment Advisors LLC CIK 0001424177 0.705 211 9.2 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆ICONIQ Capital, LLC CIK 0001569709 0.782 76 9.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 9.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.548 3841 9.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Larson Financial Group LLC CIK 0001731061 0.550 3722 8.9 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Variant Private Wealth, LLC CIK 0002054798 0.297 42 8.8 8.1% 2 -0.6 pp +8.1 pp +8.1 pp +8.1 pp
☆Red Door Wealth Management, LLC CIK 0001783599 0.439 320 8.7 0.9% 2 -0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 8.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 8.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Claro Advisors Inc. CIK 0001764386 0.389 533 8.1 1.2% 2 -0.1 pp +1.2 pp +1.2 pp +1.2 pp
☆TRAPHAGEN INVESTMENT ADVISORS LLC CIK 0002023380 0.823 219 7.9 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆TB Alternative Assets Ltd. CIK 0001483503 0.000 34 7.7 1.2% 2 -2.5 pp +1.2 pp +1.2 pp +1.2 pp
☆BLUE SQUARE ASSET MANAGEMENT, LLC CIK 0001769578 0.397 74 7.2 3.1% 2 -0.4 pp +3.1 pp +3.1 pp +3.1 pp
☆Van Hulzen Asset Management, LLC CIK 0001600145 0.406 387 7.1 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Intellectus Partners, LLC CIK 0001677253 0.268 316 6.9 1.3% 2 -0.1 pp +1.3 pp +1.3 pp +1.3 pp
☆SCS Capital Management LLC CIK 0001303159 0.917 485 6.8 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 6.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 6.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Haven Private, LLC CIK 0002053665 0.243 171 6.6 2.9% 2 +0.1 pp +2.9 pp +2.9 pp +2.9 pp
☆Consolidated Portfolio Review Corp CIK 0001972835 0.920 34 6.5 0.8% 2 -0.0 pp +0.8 pp +0.8 pp +0.8 pp
☆WESCAP Management Group, Inc. CIK 0001667140 0.618 107 6.5 1.4% 2 -0.0 pp +1.4 pp +1.4 pp +1.4 pp
☆FIDUCIARY TRUST CO CIK 0000035442 0.872 892 6.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 6.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MONECO ADVISORS, LLC CIK 0001765690 0.360 595 6.2 0.5% 3 -0.0 pp +0.0 pp +0.5 pp +0.5 pp
☆Ascension Capital Advisors, Inc. CIK 0001689227 0.779 97 6.1 2.4% 2 -0.1 pp +2.4 pp +2.4 pp +2.4 pp
☆Guild Investment Management, Inc. CIK 0001317802 0.230 59 6.0 4.8% 2 -0.2 pp +4.8 pp +4.8 pp +4.8 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 6.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SELDON CAPITAL LP CIK 0001867731 0.151 74 5.9 2.1% 2 -0.4 pp +2.1 pp +2.1 pp +2.1 pp
☆Legacy Wealth Asset Management, LLC CIK 0001846151 0.167 380 5.7 1.4% 2 +0.0 pp +1.4 pp +1.4 pp +1.4 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 5.7 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Smithfield Trust Co CIK 0001019754 0.756 1080 5.0 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 5.0 0.1% 4 -0.0 pp -0.0 pp -0.2 pp +0.1 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 5.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Keystone Financial Group CIK 0001729299 0.524 567 5.0 0.5% 2 +0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Bleakley Financial Group, LLC CIK 0001936953 0.667 944 5.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 4.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆NewEdge Wealth, LLC CIK 0001861796 0.721 1215 4.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Ethos Financial Group, LLC CIK 0001954242 0.258 648 4.8 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 4.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NTV ASSET MANAGEMENT LLC CIK 0001284208 0.453 317 4.7 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆BECK CAPITAL MANAGEMENT, LLC CIK 0001601904 0.245 139 4.7 1.1% 2 -0.1 pp +1.1 pp +1.1 pp +1.1 pp
☆Verde Capital Management CIK 0001802891 0.578 80 4.7 1.0% 2 -0.1 pp +1.0 pp +1.0 pp +1.0 pp
☆Cerity Partners LLC CIK 0001566475 0.916 3288 4.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BROWN ADVISORY INC CIK 0001345929 0.906 1447 4.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Pekin Hardy Strauss, Inc. CIK 0001020317 0.172 511 4.6 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆Convergence Financial, LLC CIK 0002034001 0.141 272 4.6 0.7% 2 -0.1 pp +0.7 pp +0.7 pp +0.7 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 4.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 4.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 4.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 4.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 4.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HFG Wealth Management, LLC CIK 0002027836 0.092 42 4.0 2.2% 2 +0.2 pp +2.2 pp +2.2 pp +2.2 pp
☆CERTIOR FINANCIAL GROUP, LLC CIK 0002055620 0.177 146 3.9 2.7% 2 -0.2 pp +2.7 pp +2.7 pp +2.7 pp
☆FAGAN ASSOCIATES, INC. CIK 0001607866 0.534 137 3.9 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 3.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Prosperity Financial Group, Inc. CIK 0001991334 0.164 184 3.7 1.4% 2 -0.2 pp +1.4 pp +1.4 pp +1.4 pp
☆MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 3.6 0.0% 4 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Watts Gwilliam & Co., LLC CIK 0001657733 0.677 222 3.6 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 3.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Visionary Wealth Advisors CIK 0001802984 0.494 666 3.5 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Pathstone Holdings, LLC CIK 0002011612 0.785 2324 3.4 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 3.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cyndeo Wealth Partners, LLC CIK 0001950947 0.448 517 3.3 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Private Advisor Group, LLC CIK 0001567755 0.603 2512 3.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TigerOak Management, L.L.C. CIK 0002052586 0.582 139 3.3 1.0% 2 -0.0 pp +1.0 pp +1.0 pp +1.0 pp
☆PYA Waltman Capital, LLC CIK 0001800135 0.494 67 3.2 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
☆Interchange Capital Partners, LLC CIK 0001845998 0.075 430 3.2 0.6% 2 -0.7 pp +0.6 pp +0.6 pp +0.6 pp
☆MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 3.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Sowell Financial Services LLC CIK 0001633697 0.482 1162 3.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆SPROTT INC. (SII) CIK 0001512920 0.660 256 3.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Compass Ion Advisors, LLC CIK 0001621100 0.781 297 3.1 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 3.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆B. Riley Wealth Advisors, Inc. CIK 0001464811 0.381 831 2.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 2.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WealthPlan Investment Management, LLC CIK 0001929986 0.471 473 2.9 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆McKinley Carter Wealth Services, Inc. CIK 0001484265 0.685 317 2.9 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Carnegie Investment Counsel CIK 0001511506 0.587 547 2.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 2.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆MCRAE CAPITAL MANAGEMENT INC CIK 0000320376 0.390 112 2.8 0.6% 2 +0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 2.8 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆NFSG Corp CIK 0001879757 0.275 1245 2.8 0.4% 2 +0.1 pp +0.4 pp +0.4 pp +0.4 pp
☆Curi Capital, LLC CIK 0001332905 0.548 888 2.7 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Integrated Advisors Network LLC CIK 0001660177 0.358 674 2.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆Ribbit Management Company, LLC CIK 0001836733 0.864 15 2.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 2.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 2.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Finer Wealth Management, Inc. CIK 0001929071 0.426 88 2.6 1.3% 2 -0.0 pp +1.3 pp +1.3 pp +1.3 pp
☆Diligent Investors, LLC CIK 0001549042 0.241 357 2.5 0.6% 2 +0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 2.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SJS Investment Consulting Inc. CIK 0001894302 0.848 2884 2.5 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆CURA WEALTH ADVISORS, LLC CIK 0002056729 0.539 140 2.5 0.9% 2 -0.1 pp +0.9 pp +0.9 pp +0.9 pp
☆Canton Hathaway, LLC CIK 0001755785 0.678 283 2.4 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
☆Illumine Investment Management, LLC CIK 0002052970 0.089 95 2.4 1.7% 2 -0.1 pp +1.7 pp +1.7 pp +1.7 pp
☆Prosperity Wealth Management, Inc. CIK 0001991463 0.184 251 2.3 0.8% 2 +0.1 pp +0.8 pp +0.8 pp +0.8 pp
☆UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 2.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆GRIMES & Co WEALTH MANAGEMENT, LLC CIK 0001321993 0.672 449 2.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆EPIQ PARTNERS, LLC CIK 0001799435 0.398 97 2.2 1.1% 2 -0.4 pp +1.1 pp +1.1 pp +1.1 pp
☆CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 2.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FORTEM FINANCIAL GROUP, LLC CIK 0001766509 0.212 188 2.2 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
☆TSFG, LLC CIK 0001800513 0.413 891 2.2 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
☆SAPIENT CAPITAL LLC CIK 0001998653 0.916 396 2.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Spire Wealth Management CIK 0001858740 0.515 2226 2.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MAINSTAY CAPITAL MANAGEMENT LLC /ADV CIK 0001127612 0.541 144 2.2 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆CRA Financial Services, LLC CIK 0001765594 0.529 321 2.1 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
☆U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 2.1 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆White Knight Strategic Wealth Advisors, LLC CIK 0001904677 0.292 89 2.1 1.7% 2 -0.0 pp +1.7 pp +1.7 pp +1.7 pp
☆Summit Trail Advisors, LLC CIK 0001698478 0.764 1471 2.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CHOREO, LLC CIK 0001679031 0.797 1690 2.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 2.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NorthCoast Asset Management LLC CIK 0001665198 0.584 478 2.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Quadcap Wealth Management, LLC CIK 0002009674 0.449 418 2.1 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Jaffetilchin Investment Partners, LLC CIK 0001404652 0.467 461 2.1 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
☆MAI Capital Management CIK 0001040197 0.725 1889 2.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Financial Management Professionals, Inc. CIK 0001568132 0.588 1054 2.0 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
☆Alamea Verwaltungs GmbH CIK 0001727645 0.240 73 2.0 1.4% 2 -0.1 pp +1.4 pp +1.4 pp +1.4 pp
☆Meridian Wealth Management, LLC CIK 0001697300 0.542 809 2.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
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☆Proficio Capital Partners LLC CIK 0001654175 0.230 690 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆Aurora Private Wealth, Inc. CIK 0001802132 0.115 177 0.0 0.0% 0 -1.4 pp +0.0 pp +0.0 pp +0.0 pp
☆Arax Advisory Partners CIK 0001586767 0.170 5155 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Transce3nd, LLC CIK 0002023570 0.000 170 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Aristides Capital LLC CIK 0001595521 0.108 147 0.0 0.0% 0 -4.5 pp +0.0 pp +0.0 pp +0.0 pp
☆SILVERCREST ASSET MANAGEMENT GROUP LLC CIK 0001232395 0.634 844 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ATTICUS WEALTH MANAGEMENT, LLC CIK 0001800234 0.477 177 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Warberg Asset Management LLC CIK 0001597506 0.000 145 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Riggs Asset Managment Co. Inc. CIK 0001601348 0.181 132 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ridgewood Investments LLC CIK 0001703556 0.183 208 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CW Advisors, LLC CIK 0001904976 0.000 0 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Safe Harbor Fiduciary, LLC CIK 0002036114 0.203 61 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Main Street Financial Solutions, LLC CIK 0001763350 0.454 595 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Blue Investment Partners LLC CIK 0001958029 0.500 52 0.0 0.0% 0 -0.7 pp +0.0 pp +0.0 pp +0.0 pp
☆OLIVER LAGORE VANVALIN INVESTMENT GROUP CIK 0001907568 0.031 656 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CarsonAllaria Wealth Management, Ltd. CIK 0001900946 0.643 71 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Summit X, LLC CIK 0001697729 0.000 0 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ATLAS CAPITAL ADVISORS INC. CIK 0001434165 0.502 988 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SFMG, LLC CIK 0001512026 0.796 334 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AlphaStar Capital Management, LLC CIK 0001633857 0.639 279 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kiker Wealth Management, LLC CIK 0002042502 0.137 161 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆WealthTrak Capital Management LLC CIK 0002052710 0.237 77 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ransom Advisory, Ltd CIK 0002065136 0.308 433 0.0 0.0% 0 +0.0 pp -0.1 pp -0.1 pp +0.0 pp
☆Advyzon Investment Management, LLC CIK 0002011872 0.218 754 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
☆PrairieView Partners, LLC CIK 0001726673 0.845 397 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Enterprise Bank & Trust Co CIK 0001770710 0.363 135 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
☆Mirador Capital Partners LP CIK 0001633446 0.360 216 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bosman Wealth Management, LLC CIK 0002066260 0.092 56 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Atlas Private Wealth Advisors CIK 0001814234 0.483 139 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Good Life Advisors, LLC CIK 0001696260 0.528 500 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BRIGHTON JONES LLC CIK 0001360798 0.755 1422 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆West Oak Capital, LLC CIK 0001387399 0.631 279 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Cranbrook Wealth Management, LLC CIK 0001599084 0.646 406 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆VERUS CAPITAL PARTNERS, LLC CIK 0001796874 0.539 502 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆Robertson Stephens Wealth Management, LLC CIK 0001767307 0.740 645 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Avondale Wealth Management CIK 0001738720 0.648 66 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EP Wealth Advisors, LLC CIK 0001540569 0.877 1713 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Value and % of AUM are this fund's own disclosed long-equity book (13F does not report true firm AUM). Positions is the fund's total position count (all tickers, not just GBTC). Qtrs Held counts distinct quarters this fund has actually held GBTC (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its GBTC position size. Δ columns are the percentage-point change in GBTC's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q2 / 2025Q1 / 2024Q4 / 2024Q3) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status