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Osprey Bitcoin Trust (OBTC)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
NEW
Shares8,190
Change+8,190
Value$219.6K
Filed 2026-11-06
Firestone Capital Management
NEW
Shares7,840
Change+7,840
Value$210.2K
Filed 2026-11-03
SAX Wealth Advisors, LLC
NEW
Shares7,754
Change+7,754
Value$207.9K
Filed 2026-10-13
EverSource Wealth Advisors, LLC
UNCHANGED
Shares100 from 100
Change0 (0%)
Value$2.7K (+$799)
Filed 2026-11-04
Allworth Financial LP
UNCHANGED
Shares50 from 50
Change0 (0%)
Value$942 ($0)
Filed 2026-11-06
Blue Trust, Inc.
NEW
Shares30
Change+30
Value$795
Filed 2026-10-15
Arlington Trust Co LLC
NEW
Shares25
Change+25
Value$670
Filed 2026-10-20
GoalVest Advisory LLC
CLOSED
Shares0 from 173
Change-173 (-100%)
Value$0 (-$3.3K)
Filed 2026-10-02
Jane Street Group, LLC
N/A
Shares— from 380,866
Change-380,866 (-100%)
Value—
Flow Traders U.S. LLC
N/A
Shares— from 67,487
Change-67,487 (-100%)
Value—
HRT Financial LP
N/A
Shares— from 14,849
Change-14,849 (-100%)
Value—
UBS Group AG
N/A
Shares— from 7,967
Change-7,967 (-100%)
Value—
Manning & Napier Advisors LLC
N/A
Shares— from 361
Change-361 (-100%)
Value—
Ameritas Advisory Services, LLC
N/A
Shares— from 70
Change-70 (-100%)
Value—
Tanglewood Legacy Advisors, LLC
N/A
Shares— from 44
Change-44 (-100%)
Value—
Status
LPL Financial LLC
NEW8,190—+8,190——$219.6K—2026-11-06
Firestone Capital Management
NEW7,840—+7,840——$210.2K—2026-11-03
SAX Wealth Advisors, LLC
NEW7,754—+7,754——$207.9K—2026-10-13
EverSource Wealth Advisors, LLC
UNCHANGED10010000%$1.9K$2.7K+$7992026-11-04
Allworth Financial LP
UNCHANGED505000%$942$942$02026-11-06
Blue Trust, Inc.
NEW30—+30——$795—2026-10-15
Arlington Trust Co LLC
NEW25—+25——$670—2026-10-20
GoalVest Advisory LLC
CLOSED0173-173-100%$3.3K$0-$3.3K2026-10-02
Jane Street Group, LLC
N/A—380,866-380,866-100%$7.2M———
Flow Traders U.S. LLC
N/A—67,487-67,487-100%$1.3K———
HRT Financial LP
N/A—14,849-14,849-100%$279———
UBS Group AG
N/A—7,967-7,967-100%$150.1K———
Manning & Napier Advisors LLC
N/A—361-361-100%$7.0K———
Ameritas Advisory Services, LLC
N/A—70-70-100%$1.3K———
Tanglewood Legacy Advisors, LLC
N/A—44-44-100%$829———
Showing 15 of 15 institutions