Ancora Advisors’s Osprey Bitcoin Trust OBTC Stock Holding History

Ancora Advisors’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 Q1	$25.4K	Hold	1,165	–	–	﹤0.01%	1431
2025 Q4	$32.8K	Hold	1,165	–	–	﹤0.01%	1309
2025 Q3	$40.1K	Hold	1,165	–	–	﹤0.01%	1079
2025 Q2	$36.3K	Buy	+1,165	New	+$36.3K	﹤0.01%	1085

Other funds holding OBTC

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SWA

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MCM

MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return

TCM

Triumph Capital Management Denver, Colorado $491M AUM 12.29% 1-Year Est. Return

MNA

Manning & Napier Advisors Fairport, New York $7.09B AUM 17.35% 1-Year Est. Return

Ancora Advisors's OBTC Position: Q1 2026 in Review

Ancora Advisors held its Osprey Bitcoin Trust (OBTC) position steady in Q1 2026 at 1,165 shares worth $25.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1431.

Ancora Advisors first reported a position in OBTC in Q2 2025 and has held it in 4 quarters since. The position peaked at $40.1K in Q3 2025. 15 funds tracked by Wall St. Rank hold OBTC as of Q1 2026.

Ancora Advisors held 1,165 shares of Osprey Bitcoin Trust worth $25.4K as of Q1 2026.
Ancora Advisors left its Osprey Bitcoin Trust share count unchanged in Q1 2026.
Osprey Bitcoin Trust made up ﹤0.01% of Ancora Advisors's portfolio in Q1 2026, its #1431 holding.
Ancora Advisors first reported a position in Osprey Bitcoin Trust in Q2 2025 and has held it in 4 quarters since.
Ancora Advisors's Osprey Bitcoin Trust position peaked at $40.1K in Q3 2025.
15 funds tracked by Wall St. Rank held Osprey Bitcoin Trust as of Q1 2026.

Based on Ancora Advisors's 13F filing for Q1 2026, filed 15 May 2026.