Commonwealth Equity Services
OBTC

Commonwealth Equity Services’s Osprey Bitcoin Trust OBTC Stock Holding History

Commonwealth Equity Services’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 		$211K Sell
9,678
-198
-2% -$4.86K ﹤0.01% 3959
2025
Q4 		$278K Buy
+9,876
New +$278K ﹤0.01% 3711

Other funds holding OBTC

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Citadel Advisors
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
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
UBS Group
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
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $552M AUM 20.75% 1-Year Est. Return
MNA
Manning & Napier Advisors Fairport, New York $7.09B AUM 17.35% 1-Year Est. Return

Commonwealth Equity Services's OBTC Position: Q1 2026 in Review

Commonwealth Equity Services reduced its Osprey Bitcoin Trust (OBTC) stake by 2% in Q1 2026, selling an estimated $4.86K and leaving 9,678 shares worth $211K. The position accounts for ﹤0.01% of the portfolio, ranked #3959.

Commonwealth Equity Services first reported a position in OBTC in Q4 2025 and has held it in 2 quarters since. The position peaked at $278K in Q4 2025. 15 funds tracked by Wall St. Rank hold OBTC as of Q1 2026.

  • Commonwealth Equity Services held 9,678 shares of Osprey Bitcoin Trust worth $211K as of Q1 2026.
  • Commonwealth Equity Services sold 198 Osprey Bitcoin Trust shares in Q1 2026, an estimated $4.86K.
  • Osprey Bitcoin Trust made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q1 2026, its #3959 holding.
  • Commonwealth Equity Services first reported a position in Osprey Bitcoin Trust in Q4 2025 and has held it in 2 quarters since.
  • Commonwealth Equity Services's Osprey Bitcoin Trust position peaked at $278K in Q4 2025.
  • 15 funds tracked by Wall St. Rank held Osprey Bitcoin Trust as of Q1 2026.

Based on Commonwealth Equity Services's 13F filing for Q1 2026, filed 27 Apr 2026.