Signals

GBTC

868 in-universe funds with a nonzero position in GBTC within the trailing 4 quarters, as of 2025Q4

Flow ranking

Rank#22804
Score / z-0.726 / -1.04
Consensus224.10 over 449 funds
Momentumno 12m return

Price & positioning

224 cached closes, trailing year
Drawdownno history
Short interest-42% / 1.0d

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)
Fund Positions
Quarters Held

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 0.959 350 964.8 13.0% 3 -2.5 pp -1.6 pp +13.0 pp +13.0 pp
LPL Financial LLC CIK 0001403438 0.957 5996 66.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 42.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Greenwich Wealth Management LLC CIK 0001439805 0.759 296 40.3 1.8% 3 -0.8 pp -0.6 pp +1.8 pp +1.8 pp
SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 35.6 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
MAD RIVER INVESTORS CIK 0001384484 0.798 29 24.6 11.2% 3 -2.7 pp -2.9 pp +11.2 pp +11.2 pp
Wealthfront Advisers LLC CIK 0001763921 0.976 1119 24.2 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
EagleClaw Capital Managment, LLC CIK 0001607636 0.411 145 22.8 3.3% 3 -0.9 pp -1.6 pp +3.3 pp +3.3 pp
Moors & Cabot, Inc. CIK 0001607239 0.487 955 21.6 0.9% 3 -0.3 pp -0.3 pp +0.9 pp +0.9 pp
Multicoin Capital Management, LLC CIK 0002017172 0.469 2 20.7 18.1% 3 -25.2 pp -71.8 pp +18.1 pp +18.1 pp
KINGSWOOD WEALTH ADVISORS, LLC CIK 0001987855 0.418 995 19.4 0.9% 3 -0.6 pp -1.0 pp +0.9 pp +0.9 pp
One Charles Private Wealth Services, LLC CIK 0001800938 0.469 175 19.0 4.9% 3 -1.9 pp -2.0 pp +4.9 pp +4.9 pp
Beaumont Financial Advisors, LLC CIK 0001957394 0.396 383 18.6 1.2% 3 -0.4 pp -0.5 pp +1.2 pp +1.2 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 16.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Cresset Asset Management, LLC CIK 0001761013 0.933 1667 16.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 14.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Lido Advisors, LLC CIK 0001650150 0.880 1849 13.9 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 13.3 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 12.6 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Mariner, LLC CIK 0001373442 0.925 3517 11.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
RBF Capital, LLC CIK 0001134621 0.512 506 10.3 0.5% 3 -0.2 pp -0.2 pp +0.5 pp +0.5 pp
Atlas Wealth Partners, LLC CIK 0001965798 0.460 64 9.8 10.7% 3 -2.7 pp -3.8 pp +10.7 pp +10.7 pp
Creative Planning CIK 0001540235 0.979 4196 9.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Sloy Dahl & Holst, LLC CIK 0001690295 0.891 122 9.2 1.1% 3 -0.2 pp -0.5 pp +1.1 pp +1.1 pp
Fiduciary Alliance LLC CIK 0001954805 0.260 535 9.2 0.6% 3 -0.2 pp -0.2 pp +0.6 pp +0.6 pp
FOUNDATIONS INVESTMENT ADVISORS, LLC CIK 0001743404 0.551 1197 8.7 0.1% 3 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
LAKEWOOD CAPITAL MANAGEMENT, LP CIK 0001424381 0.450 62 8.4 0.6% 3 -0.3 pp -0.2 pp +0.6 pp +0.6 pp
SLT Holdings LLC CIK 0002052222 0.097 146 8.4 5.6% 3 -1.6 pp -1.9 pp +5.6 pp +5.6 pp
RENAISSANCE TECHNOLOGIES LLC CIK 0001037389 0.399 3140 8.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Pasadena Private Wealth, LLC CIK 0001760578 0.559 269 8.2 1.1% 3 -0.5 pp -0.7 pp +1.1 pp +1.1 pp
Sequoia Financial Advisors, LLC CIK 0001599900 0.860 2124 8.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 8.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Fielder Capital Group LLC CIK 0002010765 0.278 303 7.7 1.6% 3 -0.8 pp -1.2 pp +1.6 pp +1.6 pp
Once Capital Management, LLC CIK 0001712892 0.768 22 7.4 1.9% 3 -0.8 pp -1.0 pp +1.9 pp +1.9 pp
BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 7.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Birch Hill Investment Advisors LLC CIK 0001424177 0.705 211 7.0 0.3% 3 -0.1 pp -0.1 pp +0.3 pp +0.3 pp
Citrine Capital LLC CIK 0002053242 0.796 60 7.0 3.2% 3 -1.1 pp -1.4 pp +3.2 pp +3.2 pp
ICONIQ Capital, LLC CIK 0001569709 0.782 76 6.9 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 6.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
MILLENNIUM MANAGEMENT LLC CIK 0001273087 0.548 3841 6.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Red Door Wealth Management, LLC CIK 0001783599 0.439 320 6.5 0.7% 3 -0.2 pp -0.3 pp +0.7 pp +0.7 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 6.4 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Larson Financial Group LLC CIK 0001731061 0.550 3722 6.3 0.2% 3 -0.1 pp -0.1 pp +0.2 pp +0.2 pp
Claro Advisors Inc. CIK 0001764386 0.389 533 6.2 0.8% 3 -0.3 pp -0.4 pp +0.8 pp +0.8 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 6.0 0.0% 4 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
TRAPHAGEN INVESTMENT ADVISORS LLC CIK 0002023380 0.823 219 5.8 0.5% 3 -0.2 pp -0.3 pp +0.5 pp +0.5 pp
CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 5.7 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 5.6 0.0% 4 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Van Hulzen Asset Management, LLC CIK 0001600145 0.406 387 5.3 0.4% 3 -0.1 pp -0.2 pp +0.4 pp +0.4 pp
Advisory Services Network, LLC CIK 0001573876 0.615 2019 5.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Intellectus Partners, LLC CIK 0001677253 0.268 316 5.2 1.0% 3 -0.3 pp -0.4 pp +1.0 pp +1.0 pp
SCS Capital Management LLC CIK 0001303159 0.917 485 5.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Haven Private, LLC CIK 0002053665 0.243 171 5.0 2.2% 3 -0.7 pp -0.6 pp +2.2 pp +2.2 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 5.0 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 4.9 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
Variant Private Wealth, LLC CIK 0002054798 0.297 42 4.9 5.1% 3 -3.0 pp -3.6 pp +5.1 pp +5.1 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 4.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
WESCAP Management Group, Inc. CIK 0001667140 0.618 107 4.7 1.0% 3 -0.4 pp -0.5 pp +1.0 pp +1.0 pp
Guild Investment Management, Inc. CIK 0001317802 0.230 59 4.6 3.4% 3 -1.4 pp -1.5 pp +3.4 pp +3.4 pp
Palumbo Wealth Management LLC CIK 0001846310 0.303 237 4.6 1.1% 1 +1.1 pp +1.1 pp +1.1 pp +1.1 pp
Ascension Capital Advisors, Inc. CIK 0001689227 0.779 97 4.5 1.5% 3 -0.8 pp -0.9 pp +1.5 pp +1.5 pp
Global Retirement Partners, LLC CIK 0001749744 0.465 4501 4.4 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
MONECO ADVISORS, LLC CIK 0001765690 0.360 595 4.4 0.3% 4 -0.2 pp -0.2 pp -0.1 pp +0.3 pp
NorthCoast Asset Management LLC CIK 0001665198 0.584 478 4.4 0.1% 4 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
SELDON CAPITAL LP CIK 0001867731 0.151 74 4.4 1.5% 3 -0.6 pp -0.9 pp +1.5 pp +1.5 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 4.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
NewEdge Wealth, LLC CIK 0001861796 0.721 1215 4.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
BLUE SQUARE ASSET MANAGEMENT, LLC CIK 0001769578 0.397 74 4.1 1.8% 3 -1.3 pp -1.8 pp +1.8 pp +1.8 pp
Pekin Hardy Strauss, Inc. CIK 0001020317 0.172 511 4.0 0.4% 3 -0.1 pp -0.2 pp +0.4 pp +0.4 pp
Keystone Financial Group CIK 0001729299 0.524 567 3.8 0.3% 3 -0.2 pp -0.2 pp +0.3 pp +0.3 pp
Legacy Wealth Asset Management, LLC CIK 0001846151 0.167 380 3.8 0.9% 3 -0.4 pp -0.4 pp +0.9 pp +0.9 pp
Smithfield Trust Co CIK 0001019754 0.756 1080 3.8 0.2% 3 -0.1 pp -0.1 pp +0.2 pp +0.2 pp
Bleakley Financial Group, LLC CIK 0001936953 0.667 944 3.8 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
KESTRA PRIVATE WEALTH SERVICES, LLC CIK 0001649451 0.633 1814 3.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
INDEPENDENT FINANCIAL GROUP, LLC CIK 0000275484 0.491 1546 3.7 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.2 pp
NTV ASSET MANAGEMENT LLC CIK 0001284208 0.453 317 3.6 0.4% 3 -0.1 pp -0.2 pp +0.4 pp +0.4 pp
Innovative Advisory Group, LLC CIK 2156202 0.646 29 3.6 2.3% 4 -0.8 pp -1.6 pp -1.1 pp +2.3 pp
BROWN ADVISORY INC CIK 0001345929 0.906 1447 3.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Convergence Financial, LLC CIK 0002034001 0.141 272 3.5 0.5% 3 -0.2 pp -0.2 pp +0.5 pp +0.5 pp
Verde Capital Management CIK 0001802891 0.578 80 3.5 0.7% 3 -0.3 pp -0.4 pp +0.7 pp +0.7 pp
BECK CAPITAL MANAGEMENT, LLC CIK 0001601904 0.245 139 3.4 0.8% 3 -0.3 pp -0.3 pp +0.8 pp +0.8 pp
US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 3.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Merit Financial Group, LLC CIK 0001621225 0.728 2318 3.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 3.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 3.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
CERTIOR FINANCIAL GROUP, LLC CIK 0002055620 0.177 146 3.0 2.0% 3 -0.6 pp -0.8 pp +2.0 pp +2.0 pp
FAGAN ASSOCIATES, INC. CIK 0001607866 0.534 137 2.9 0.4% 3 -0.1 pp -0.2 pp +0.4 pp +0.4 pp
HFG Wealth Management, LLC CIK 0002027836 0.092 42 2.9 1.6% 3 -0.5 pp -0.3 pp +1.6 pp +1.6 pp
NewEdge Advisors, LLC CIK 0001633516 0.773 4198 2.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 2.9 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Brookstone Capital Management CIK 0001599584 0.472 1305 2.8 0.0% 3 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
MGO ONE SEVEN LLC CIK 0001731444 0.481 1537 2.7 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Prosperity Financial Group, Inc. CIK 0001991334 0.164 184 2.7 1.0% 3 -0.4 pp -0.6 pp +1.0 pp +1.0 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 2.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Cyndeo Wealth Partners, LLC CIK 0001950947 0.448 517 2.6 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
Visionary Wealth Advisors CIK 0001802984 0.494 666 2.5 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
TigerOak Management, L.L.C. CIK 0002052586 0.582 139 2.5 0.8% 3 -0.3 pp -0.3 pp +0.8 pp +0.8 pp
UNITED CAPITAL FINANCIAL ADVISORS, LLC CIK 0001463217 0.846 1609 2.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Prosperity Wealth Management, Inc. CIK 0001991463 0.184 251 2.4 0.8% 3 +0.0 pp +0.1 pp +0.8 pp +0.8 pp
SPROTT INC. (SII) CIK 0001512920 0.660 256 2.4 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
FIDUCIARY TRUST CO CIK 0000035442 0.872 892 2.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Sowell Financial Services LLC CIK 0001633697 0.482 1162 2.3 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
Private Advisor Group, LLC CIK 0001567755 0.602 2512 2.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Compass Ion Advisors, LLC CIK 0001621100 0.781 297 2.3 0.2% 3 -0.1 pp -0.1 pp +0.2 pp +0.2 pp
Interchange Capital Partners, LLC CIK 0001845998 0.075 430 2.3 0.4% 3 -0.2 pp -0.9 pp +0.4 pp +0.4 pp
B. Riley Wealth Advisors, Inc. CIK 0001464811 0.380 831 2.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
PYA Waltman Capital, LLC CIK 0001800135 0.494 67 2.3 0.6% 3 -0.2 pp -0.3 pp +0.6 pp +0.6 pp
Waverly Advisors, LLC CIK 0001568787 0.673 1737 2.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Pathstone Holdings, LLC CIK 0002011612 0.785 2324 2.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
McKinley Carter Wealth Services, Inc. CIK 0001484265 0.685 317 2.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Curi Capital, LLC CIK 0001332905 0.547 888 2.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
MCRAE CAPITAL MANAGEMENT INC CIK 0000320376 0.390 112 2.1 0.4% 3 -0.1 pp -0.1 pp +0.4 pp +0.4 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 2.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 2.1 0.2% 3 -0.1 pp -0.1 pp +0.2 pp +0.2 pp
WealthPlan Investment Management, LLC CIK 0001929986 0.471 473 2.0 0.1% 3 -0.1 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 2.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 2.0 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
MAI Capital Management CIK 0001040197 0.725 1889 1.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Finer Wealth Management, Inc. CIK 0001929071 0.426 88 1.9 0.9% 3 -0.4 pp -0.4 pp +0.9 pp +0.9 pp
SJS Investment Consulting Inc. CIK 0001894302 0.848 2884 1.9 0.2% 3 -0.1 pp -0.1 pp +0.2 pp +0.2 pp
Diligent Investors, LLC CIK 0001549042 0.241 357 1.9 0.5% 3 -0.2 pp -0.1 pp +0.5 pp +0.5 pp
CURA WEALTH ADVISORS, LLC CIK 0002056729 0.539 140 1.9 0.7% 3 -0.2 pp -0.4 pp +0.7 pp +0.7 pp
CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 1.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Financial Engines Advisors L.L.C. CIK 0001420473 0.973 552 1.9 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Canton Hathaway, LLC CIK 0001755785 0.678 283 1.9 0.4% 3 -0.1 pp -0.1 pp +0.4 pp +0.4 pp
Illumine Investment Management, LLC CIK 0002052970 0.089 95 1.9 1.3% 3 -0.4 pp -0.5 pp +1.3 pp +1.3 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 1.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Carnegie Investment Counsel CIK 0001511506 0.587 547 1.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
HEADINVEST, LLC CIK 0001372130 0.306 217 1.7 0.3% 1 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
FORTEM FINANCIAL GROUP, LLC CIK 0001766509 0.212 188 1.7 0.5% 3 -0.2 pp -0.2 pp +0.5 pp +0.5 pp
TSFG, LLC CIK 0001800513 0.413 891 1.7 0.3% 3 -0.1 pp -0.1 pp +0.3 pp +0.3 pp
SAPIENT CAPITAL LLC CIK 0001998653 0.916 396 1.7 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
EPIQ PARTNERS, LLC CIK 0001799435 0.398 97 1.6 0.8% 3 -0.3 pp -0.7 pp +0.8 pp +0.8 pp
MAINSTAY CAPITAL MANAGEMENT LLC /ADV CIK 0001127612 0.540 144 1.6 0.1% 3 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
Integrated Wealth Concepts LLC CIK 0001737109 0.681 2404 1.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Abacus Planning Group, Inc. CIK 0001602730 0.709 258 1.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
White Knight Strategic Wealth Advisors, LLC CIK 0001904677 0.292 89 1.6 1.2% 3 -0.5 pp -0.5 pp +1.2 pp +1.2 pp
Spire Wealth Management CIK 0001858740 0.515 2226 1.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 1.6 0.0% 3 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
WEDBUSH SECURITIES INC CIK 0001142495 0.702 1309 1.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Quadcap Wealth Management, LLC CIK 0002009674 0.449 418 1.6 0.2% 3 -0.1 pp -0.1 pp +0.2 pp +0.2 pp
Meridian Wealth Management, LLC CIK 0001697300 0.542 809 1.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
NWAM LLC CIK 0001655006 0.392 684 1.6 0.1% 3 -0.1 pp -0.1 pp +0.1 pp +0.1 pp
CHOREO, LLC CIK 0001679031 0.797 1690 1.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Jaffetilchin Investment Partners, LLC CIK 0001404652 0.467 461 1.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 1.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Financial Management Professionals, Inc. CIK 0001568132 0.588 1054 1.5 0.2% 3 -0.1 pp -0.1 pp +0.2 pp +0.2 pp
Aurora Private Wealth, Inc. CIK 0001802132 0.115 177 1.5 1.0% 1 +1.0 pp -0.4 pp +1.0 pp +1.0 pp
Prairie Wealth Advisors, Inc. CIK 0002022783 0.057 253 1.5 0.6% 3 -0.2 pp -0.2 pp +0.6 pp +0.6 pp
CRA Financial Services, LLC CIK 0001765594 0.529 321 1.5 0.2% 3 -0.1 pp -0.1 pp +0.2 pp +0.2 pp
TRUE Private Wealth Advisors CIK 0001667074 0.344 283 1.5 0.2% 3 -0.1 pp -0.1 pp +0.2 pp +0.2 pp
AXXCESS WEALTH MANAGEMENT, LLC CIK 0001911056 0.073 1051 1.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Integrated Advisors Network LLC CIK 0001660177 0.358 674 1.5 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
Alamea Verwaltungs GmbH CIK 0001727645 0.240 73 1.5 1.0% 3 -0.4 pp -0.4 pp +1.0 pp +1.0 pp
PHILADELPHIA TRUST CO CIK 0001110806 0.589 269 1.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 1.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
GRIMES & Co WEALTH MANAGEMENT, LLC CIK 0001321993 0.672 449 1.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Upper Left Wealth Management, LLC CIK 0001911228 0.326 73 1.4 0.9% 3 -0.3 pp -0.3 pp +0.9 pp +0.9 pp
Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 1.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Pallas Capital Advisors LLC CIK 0001862282 0.593 1034 1.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
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SALEM INVESTMENT COUNSELORS INC CIK 0000884423 0.735 1244 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Samalin Investment Counsel, LLC CIK 0001544366 0.151 334 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
MATRIX PRIVATE CAPITAL GROUP LLC CIK 0001906866 0.551 143 0.0 0.0% 0 -0.6 pp -0.6 pp +0.0 pp +0.0 pp
Centric Wealth Management CIK 0001752761 0.252 209 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Watts Gwilliam & Co., LLC CIK 0001657733 0.677 222 0.0 0.0% 0 -0.6 pp -0.6 pp +0.0 pp +0.0 pp
ALTERNA WEALTH MANAGEMENT, INC CIK 0001767699 0.076 109 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
Amplius Wealth Advisors, LLC CIK 0001900584 0.772 211 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Forum Financial Management, LP CIK 0001911832 0.978 352 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Perennial Investment Advisors, LLC CIK 0001801523 0.496 561 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Capital Analysts, LLC CIK 0001624758 0.681 1536 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 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
Focus Partners Advisor Solutions, LLC CIK 0001868872 0.885 1243 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
CWA Asset Management Group, LLC CIK 0001667134 0.455 693 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
Financial Insights, Inc. CIK 0001642058 0.472 147 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
RMR Wealth Builders CIK 0001803848 0.732 316 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Forefront Wealth Partners, LLC CIK 0002068112 0.224 177 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Kathleen S. Wright Associates Inc. CIK 0001908433 0.517 236 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
BNC WEALTH MANAGEMENT, LLC CIK 0001821549 0.171 106 0.0 0.0% 0 -0.1 pp -0.1 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
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
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
Gilman Hill Asset Management, LLC CIK 0001551969 0.222 236 0.0 0.0% 0 -0.0 pp -0.1 pp +0.0 pp +0.0 pp
DEBUSSY CAPITAL MANAGEMENT LP CIK 0001682021 0.000 0 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
OneAscent Financial Services LLC CIK 0001780985 0.651 605 0.0 0.0% 0 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
Fermata Advisors, LLC CIK 0001859259 0.280 275 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Hilltop Holdings Inc. (HTH) CIK 0001265131 0.241 672 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
First PREMIER Bank CIK 0001653926 0.233 358 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
NovaPoint Capital, LLC CIK 0001815025 0.222 161 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Tactive Advisors, LLC CIK 0002002409 0.103 282 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
PBMares Wealth Management LLC CIK 0001801682 0.704 196 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
Gladstone Institutional Advisory LLC CIK 0001766530 0.520 892 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
MCDONALD PARTNERS LLC CIK 0001331074 0.098 621 0.0 0.0% 0 -0.1 pp -0.1 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
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
KENNICOTT CAPITAL MANAGEMENT LLC CIK 0001863265 0.692 46 0.0 0.0% 0 -0.1 pp -0.1 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
Royal Fund Management, LLC CIK 0001810099 0.176 273 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Peregrine Asset Advisers, Inc. CIK 0001535227 0.103 218 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Freedom Day Solutions, LLC CIK 0001467517 0.377 134 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
OLD NATIONAL BANCORP /IN/ (ONB, ONBPO, ONBPP) CIK 0000707179 0.501 625 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
S&T BANK/PA CIK 0001010911 0.357 445 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Summit Asset Management, LLC CIK 0001509974 0.696 183 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
MARSHALL & SULLIVAN INC /WA/ CIK 0000820123 0.431 43 0.0 0.0% 0 -0.2 pp -0.2 pp +0.0 pp +0.0 pp
Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Consolidated Portfolio Review Corp CIK 0001972835 0.920 34 0.0 0.0% 0 -0.8 pp -0.9 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 (2025Q3 / 2025Q2 / 2025Q1 / 2024Q4) — 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