| IG ICA Group Wealth Management, LLC分散投資型 | $1.7億 | -66.6% | | QQQ | 2024-06-30 |
| RA Regis Acquisition Inc.セクター集中型 | $1.6億 | -0.2% | | — | 2024-06-30 |
| SA Spotlight Asset Group, Inc.分散投資型 | $1.4億 | +2.5% | | AAPL | 2024-06-30 |
| RC Rain Capital Management, LLCセクター集中型 | $1.4億 | -4.8% | | IVV | 2024-06-30 |
| CP Custom Portfolio Group LLC長期保有型 | $1.3億 | +4.6% | | SGOV | 2024-06-30 |
| CH CVI Holdings, LLCセクター集中型 | $1.2億 | +9.2% | | FLUT | 2024-06-30 |
| EL Emfo, LLC分散投資型 | $1.1億 | +2.2% | | AAPL | 2024-06-30 |
| GI Greenwich Investment Management, Inc.セクター集中型 | $1.1億 | -14.1% | | DMLP | 2024-06-30 |
| FW FMFE Wealth Management, LLC長期保有型 | $1.1億 | -1.3% | | DFAT | 2024-06-30 |
| ET Epic Trust Investment Advisors, LLC分散投資型 | $9078.5万 | +11.9% | | SPY | 2024-06-30 |
| IF Invus Financial Advisors, LLCセクター集中型 | $8924.0万 | -29.1% | | TBLA | 2024-06-30 |
| DC Dryden Capital, LLCセクター集中型 | $5891.5万 | -13.0% | | FLD | 2024-06-30 |
| RA Roumell Asset Management, LLCセクター集中型 | $5328.9万 | +0.3% | | OLOGBX | 2024-06-30 |
| AC Atalaya Capital Management LPセクター集中型 | $4496.8万 | -47.1% | | ROIV | 2024-06-30 |
| KL Knowledge Leaders Capital, LLCハイクオリティ型 | $4215.4万 | -26.1% | | APH | 2024-06-30 |
| AI Arena Investors LPセクター集中型 | $1252.9万 | +87.9% | | BEYOND MEAT INC | 2024-06-30 |
| AG A.P. Gilfoyle & Co., L.P.集中投資型 | $228.9万 | +20.6% | | AAPL | 2024-06-30 |
| BC Bhz Capital Management, LP長期保有型 | — | — | | — | 2024-06-30 |
| CA Crestone Asset Management LLC長期保有型 | — | — | | — | 2024-06-30 |
| PA Pantechnicon Advisors LLP長期保有型 | — | — | | — | 2024-06-30 |
| SW Soundmark Wealth Management, LLC長期保有型 | — | — | | — | 2024-06-30 |
| CS Credit Suisse Ag/分散投資型 | $1044.8億 | +0.7% | | MSFT | 2024-03-31 |
| CA Cetera Advisor Networks LLC分散投資型 | $202.0億 | +12.4% | | AAPL | 2024-03-31 |
| VA Vontobel Asset Management Inc分散投資型 | $180.8億 | +7.4% | | MSFT | 2024-03-31 |
| PM Prime Movers Lab LLC集中投資型 | $135.3億 | -27.4% | | NRGV | 2024-03-31 |
| CA Cetera Advisors LLC分散投資型 | $126.8億 | +75.8% | | AAPL | 2024-03-31 |
| M& Manning & Napier Group, LLC分散投資型 | $87.6億 | +4.1% | | AMZN | 2024-03-31 |
| DP Degroof Petercam Asset Management分散投資型 | $83.2億 | +9.4% | | MSFT | 2024-03-31 |
| IC InterOcean Capital Group, LLC分散投資型 | $41.9億 | +12.5% | | SPY | 2024-03-31 |
| CW Connectus Wealth, LLC分散投資型 | $36.6億 | -25.1% | | AAPL | 2024-03-31 |
| WS Wilbanks Smith & Thomas Asset Management LLC分散投資型 | $35.7億 | +9.2% | | VOO | 2024-03-31 |
| FI Focused Investors Fund L Pハイクオリティ型 | $31.9億 | — | | ELV | 2024-03-31 |
| CT Cambridge Trust Co分散投資型 | $26.4億 | +10.2% | | MSFT | 2024-03-31 |
| ZC Ziegler Capital Management, LLC分散投資型 | $26.2億 | +19.1% | | MSFT | 2024-03-31 |
| CQ Credential Qtrade Securities Inc.分散投資型 | $18.6億 | +11.1% | | TD | 2024-03-31 |
| SC Segantii Capital Management Ltd長期保有型 | $15.4億 | -19.6% | | Invesco QQQ Tr Put Option 06/2 | 2024-03-31 |
| AF American Family Insurance Mutual Holding Co集中投資型 | $11.6億 | -15.0% | | BHYB | 2024-03-31 |
| PW Perella Weinberg Partners Capital Management LP長期保有型 | $9.9億 | -18.8% | | IEF | 2024-03-31 |
| SW Strategic Wealth Partners Group, LLC分散投資型 | $9.1億 | +14.3% | | IWF | 2024-03-31 |
| GS Grey Street Capital, LLC分散投資型 | $7.4億 | +251.8% | | LLY | 2024-03-31 |
| S& Stewart & Patten Co LLC分散投資型 | $6.7億 | +4.6% | | MSFT | 2024-03-31 |
| BP BTG Pactual Global Asset Management Ltd分散投資型 | $6.0億 | +131.4% | | SPY | 2024-03-31 |
| SP Steward Partners Investment Solutions, LLC分散投資型 | $5.9億 | +147.8% | | MSFT | 2024-03-31 |
| FA Financial Advisory Group分散投資型 | $5.7億 | +7.5% | | VOO | 2024-03-31 |
| RW Ratio Wealth Group分散投資型 | $5.4億 | +16.2% | | VCIT | 2024-03-31 |
| BP Broad Peak Investment Holdings Ltd.セクター集中型 | $5.3億 | -14.4% | | NVDA | 2024-03-31 |
| CA Coppell Advisory Solutions Corp.分散投資型 | $5.3億 | +73.9% | | FIXD | 2024-03-31 |
| TI Tortoise Index Solutions, LLC分散投資型 | $5.0億 | -7.7% | | WMB | 2024-03-31 |
| EW Executive Wealth Group LLC分散投資型 | $4.8億 | +205.5% | | BA | 2024-03-31 |
| C& Coulter & Justus Financial Services, LLC分散投資型 | $4.5億 | +205.2% | | JPM | 2024-03-31 |
| M& Ml & R Wealth Management LLC長期保有型 | $4.4億 | -1.5% | | DFUS | 2024-03-31 |