| IG ICA Group Wealth Management, LLC分散型投資策略 | US$1.7億 | -66.6% | | QQQ | 2024-06-30 |
| RA Regis Acquisition Inc.產業集中型 | US$1.6億 | -0.2% | | — | 2024-06-30 |
| SA Spotlight Asset Group, Inc.分散型投資策略 | US$1.4億 | +2.5% | | AAPL | 2024-06-30 |
| RC Rain Capital Management, LLC產業集中型 | US$1.4億 | -4.8% | | IVV | 2024-06-30 |
| CP Custom Portfolio Group LLC長期持有型 | US$1.3億 | +4.6% | | SGOV | 2024-06-30 |
| CH CVI Holdings, LLC產業集中型 | US$1.2億 | +9.2% | | FLUT | 2024-06-30 |
| EL Emfo, LLC分散型投資策略 | US$1.1億 | +2.2% | | AAPL | 2024-06-30 |
| GI Greenwich Investment Management, Inc.產業集中型 | US$1.1億 | -14.1% | | DMLP | 2024-06-30 |
| FW FMFE Wealth Management, LLC長期持有型 | US$1.1億 | -1.3% | | DFAT | 2024-06-30 |
| ET Epic Trust Investment Advisors, LLC分散型投資策略 | US$9078.5萬 | +11.9% | | SPY | 2024-06-30 |
| IF Invus Financial Advisors, LLC產業集中型 | US$8924.0萬 | -29.1% | | TBLA | 2024-06-30 |
| DC Dryden Capital, LLC產業集中型 | US$5891.5萬 | -13.0% | | FLD | 2024-06-30 |
| RA Roumell Asset Management, LLC產業集中型 | US$5328.9萬 | +0.3% | | OLOGBX | 2024-06-30 |
| AC Atalaya Capital Management LP產業集中型 | US$4496.8萬 | -47.1% | | ROIV | 2024-06-30 |
| KL Knowledge Leaders Capital, LLC高品質投資策略 | US$4215.4萬 | -26.1% | | APH | 2024-06-30 |
| AI Arena Investors LP產業集中型 | US$1252.9萬 | +87.9% | | BEYOND MEAT INC | 2024-06-30 |
| AG A.P. Gilfoyle & Co., L.P.集中型投資策略 | US$228.9萬 | +20.6% | | AAPL | 2024-06-30 |
| SW Soundmark Wealth Management, LLC長期持有型 | — | — | | — | 2024-06-30 |
| CA Crestone Asset Management LLC長期持有型 | — | — | | — | 2024-06-30 |
| PA Pantechnicon Advisors LLP長期持有型 | — | — | | — | 2024-06-30 |
| BC Bhz Capital Management, LP長期持有型 | — | — | | — | 2024-06-30 |
| CS Credit Suisse Ag/分散型投資策略 | US$1044.8億 | +0.7% | | MSFT | 2024-03-31 |
| CA Cetera Advisor Networks LLC分散型投資策略 | US$202.0億 | +12.4% | | AAPL | 2024-03-31 |
| VA Vontobel Asset Management Inc分散型投資策略 | US$180.8億 | +7.4% | | MSFT | 2024-03-31 |
| PM Prime Movers Lab LLC集中型投資策略 | US$135.3億 | -27.4% | | NRGV | 2024-03-31 |
| CA Cetera Advisors LLC分散型投資策略 | US$126.8億 | +75.8% | | AAPL | 2024-03-31 |
| M& Manning & Napier Group, LLC分散型投資策略 | US$87.6億 | +4.1% | | AMZN | 2024-03-31 |
| DP Degroof Petercam Asset Management分散型投資策略 | US$83.2億 | +9.4% | | MSFT | 2024-03-31 |
| IC InterOcean Capital Group, LLC分散型投資策略 | US$41.9億 | +12.5% | | SPY | 2024-03-31 |
| CW Connectus Wealth, LLC分散型投資策略 | US$36.6億 | -25.1% | | AAPL | 2024-03-31 |
| WS Wilbanks Smith & Thomas Asset Management LLC分散型投資策略 | US$35.7億 | +9.2% | | VOO | 2024-03-31 |
| FI Focused Investors Fund L P高品質投資策略 | US$31.9億 | — | | ELV | 2024-03-31 |
| CT Cambridge Trust Co分散型投資策略 | US$26.4億 | +10.2% | | MSFT | 2024-03-31 |
| ZC Ziegler Capital Management, LLC分散型投資策略 | US$26.2億 | +19.1% | | MSFT | 2024-03-31 |
| CQ Credential Qtrade Securities Inc.分散型投資策略 | US$18.6億 | +11.1% | | TD | 2024-03-31 |
| SC Segantii Capital Management Ltd長期持有型 | US$15.4億 | -19.6% | | Invesco QQQ Tr Put Option 06/2 | 2024-03-31 |
| AF American Family Insurance Mutual Holding Co集中型投資策略 | US$11.6億 | -15.0% | | BHYB | 2024-03-31 |
| PW Perella Weinberg Partners Capital Management LP長期持有型 | US$9.9億 | -18.8% | | IEF | 2024-03-31 |
| SW Strategic Wealth Partners Group, LLC分散型投資策略 | US$9.1億 | +14.3% | | IWF | 2024-03-31 |
| GS Grey Street Capital, LLC分散型投資策略 | US$7.4億 | +251.8% | | LLY | 2024-03-31 |
| S& Stewart & Patten Co LLC分散型投資策略 | US$6.7億 | +4.6% | | MSFT | 2024-03-31 |
| BP BTG Pactual Global Asset Management Ltd分散型投資策略 | US$6.0億 | +131.4% | | SPY | 2024-03-31 |
| SP Steward Partners Investment Solutions, LLC分散型投資策略 | US$5.9億 | +147.8% | | MSFT | 2024-03-31 |
| FA Financial Advisory Group分散型投資策略 | US$5.7億 | +7.5% | | VOO | 2024-03-31 |
| RW Ratio Wealth Group分散型投資策略 | US$5.4億 | +16.2% | | VCIT | 2024-03-31 |
| BP Broad Peak Investment Holdings Ltd.產業集中型 | US$5.3億 | -14.4% | | NVDA | 2024-03-31 |
| CA Coppell Advisory Solutions Corp.分散型投資策略 | US$5.3億 | +73.9% | | FIXD | 2024-03-31 |
| TI Tortoise Index Solutions, LLC分散型投資策略 | US$5.0億 | -7.7% | | WMB | 2024-03-31 |
| EW Executive Wealth Group LLC分散型投資策略 | US$4.8億 | +205.5% | | BA | 2024-03-31 |
| C& Coulter & Justus Financial Services, LLC分散型投資策略 | US$4.5億 | +205.2% | | JPM | 2024-03-31 |
| M& Ml & R Wealth Management LLC長期持有型 | US$4.4億 | -1.5% | | DFUS | 2024-03-31 |