AF
OBTC

Allworth Financial’s Osprey Bitcoin Trust OBTC Stock Holding History

Allworth Financial’s Portfolio OBTC Stock Details OBTC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$942 Hold
50
– – ﹤0.01% 4725
2026
Q1 		$1.09K Hold
50
– – ﹤0.01% 4548
2025
Q4 		$1.41K Buy
+50
New +$1.41K ﹤0.01% 4251

Other funds holding OBTC

Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
MNA
Manning & Napier Advisors Fairport, New York $7.8B AUM 25.03% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
GA
GoalVest Advisory New York $539M AUM 27.49% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.72% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 1-Year Est. Return
TLA
Tanglewood Legacy Advisors Houston, Texas $310M AUM 21.56% 1-Year Est. Return

Allworth Financial's OBTC Position: Q2 2026 in Review

Allworth Financial held its Osprey Bitcoin Trust (OBTC) position steady in Q2 2026 at 50 shares worth $942. The position accounts for ﹤0.01% of the portfolio, ranked #4725.

Allworth Financial first reported a position in OBTC in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.41K in Q4 2025. 11 funds tracked by Wall St. Rank hold OBTC as of Q2 2026.

  • Allworth Financial held 50 shares of Osprey Bitcoin Trust worth $942 as of Q2 2026.
  • Allworth Financial left its Osprey Bitcoin Trust share count unchanged in Q2 2026.
  • Osprey Bitcoin Trust made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #4725 holding.
  • Allworth Financial first reported a position in Osprey Bitcoin Trust in Q4 2025 and has held it in 3 quarters since.
  • Allworth Financial's Osprey Bitcoin Trust position peaked at $1.41K in Q4 2025.
  • 11 funds tracked by Wall St. Rank held Osprey Bitcoin Trust as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.