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Digital Assets

Digital assets cover the companies whose earnings move with cryptocurrency prices and on-chain activity — exchanges, miners, custodians, and payment rails. Results are highly cyclical and closely tied to regulation.

160 stocks

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
551
Wilbanks Smith & Thomas Asset Management
Wilbanks Smith & Thomas Asset Management
Virginia
$7.29M +$7.92M 1 0.25% Increased
552
Evergreen Capital Management
Evergreen Capital Management
Washington
$7.21M -$17.7K 2 0.32% Reduced
553
CCA
Clearwater Capital Advisors
Illinois
$7.19M -$75.2K 1 0.88% Reduced
554
Capstone Investment Advisors
Capstone Investment Advisors
New York
$7.15M +$3.69M 5 0.03% Increased
555
Horizon Kinetics Asset Management
Horizon Kinetics Asset Management
New York
$7.1M -$21.7K 2 0.14% Reduced
556
Profund Advisors
Profund Advisors
Maryland
$7.09M +$1.34M 2 0.39% Increased
557
Beacon Pointe Advisors
Beacon Pointe Advisors
California
$7.05M +$5.05M 3 0.09% Increased
558
Achmea Investment Management
Achmea Investment Management
Netherlands
$7.02M +$23.8K 2 0.15% Increased
559
Independent Financial Group
Independent Financial Group
California
$7M +$1.17M 5 0.46% Increased
560
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
$6.99M -$10.4M 4 0.04% Reduced
561
AFM
Anson Funds Management
Texas
$6.97M +$445K 3 1.41% Increased
562
Farmers & Merchants Investments Inc
Farmers & Merchants Investments Inc
Nebraska
$6.95M +$900K 2 0.27% Increased
563
Ingalls & Snyder LLC
Ingalls & Snyder LLC
New York
$6.94M +$57.2K 2 0.33% Increased
564
LCM
Logan Capital Management
Pennsylvania
$6.94M +$1.09M 2 0.35% Increased
565
Mizuho Securities USA
Mizuho Securities USA
New York
$6.91M +$6.92M 1 0.21% New
566
JSA
Jacobson & Schmitt Advisors
Wisconsin
$6.87M +$1.53M 1 1.95% Increased
567
FAS
Formuepleje A/S
Denmark
$6.87M +$162K 1 0.64% Increased
568
IP
Isthmus Partners
Wisconsin
$6.85M +$254K 1 0.99% Increased
569
TCM
Tegean Capital Management
New York
$6.83M +$5.3M 2 7.19% Increased
570
Atria Wealth Solutions
Atria Wealth Solutions
New York
$6.79M -$482K 8 0.1% Reduced
571
SI
Sora Investors
Pennsylvania
$6.73M +$1.36M 1 1.51% Increased
572
NRCM
Northern Right Capital Management
Connecticut
$6.72M +$2.93M 1 2.62% Increased
573
PTC
Philadelphia Trust Company
Pennsylvania
$6.7M +$393K 1 0.69% Increased
574
NAM
NorthCrest Asset Manangement
Minnesota
$6.67M -$4.95K 1 0.27% Reduced
575
BIA
Biondo Investment Advisors
Pennsylvania
$6.66M +$398K 1 1.25% Increased