CIA
HODL icon

Cape Investment Advisory’s VanEck Bitcoin Trust HODL Stock Holding History

Cape Investment Advisory’s Portfolio HODL Stock Details HODL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$24.3K Buy
+1,463
New +$29.7K 0.01% 665
2026
Q1 		– Sell
-186
Closed -$4.6K – 622
2025
Q4 		$4.6K Buy
+186
New +$5.26K ﹤0.01% 927
2025
Q3 		– Sell
-100
Closed -$3.05K – 986
2025
Q2 		$3.05K Buy
+100
New +$2.79K ﹤0.01% 861

Other funds holding HODL

VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
NIM
NEOS Investment Management Westport, Connecticut $27.1B AUM 57.21% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
BFG
Berger Financial Group Plymouth, Minnesota $1.96B AUM 20.58% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
FC
Farringdon Capital London, United Kingdom $202M AUM 4.1% 1-Year Est. Return

Cape Investment Advisory's HODL Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in VanEck Bitcoin Trust (HODL) in Q2 2026: 1,463 shares worth $24.3K. The stake represents 0.01% of the portfolio and ranks #665 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in HODL as recently as Q4 2025.

Cape Investment Advisory first reported a position in HODL in Q2 2025 and has held it in 3 quarters since. 128 funds tracked by Wall St. Rank hold HODL as of Q2 2026.

  • Cape Investment Advisory held 1,463 shares of VanEck Bitcoin Trust worth $24.3K as of Q2 2026.
  • VanEck Bitcoin Trust was a new Cape Investment Advisory position in Q2 2026.
  • VanEck Bitcoin Trust made up 0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #665 holding.
  • Cape Investment Advisory first reported a position in VanEck Bitcoin Trust in Q2 2025 and has held it in 3 quarters since.
  • 128 funds tracked by Wall St. Rank held VanEck Bitcoin Trust as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.