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
Q2 		– Sell
-9,678
Closed -$211K – 4605
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 $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
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
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
TLA
Tanglewood Legacy Advisors Houston, Texas $310M AUM 21.56% 1-Year Est. Return

Commonwealth Equity Services's OBTC Position: Q2 2026 in Review

Commonwealth Equity Services sold out of Osprey Bitcoin Trust (OBTC) in Q2 2026, closing a stake of 9,678 shares — an estimated $211K sold.

Commonwealth Equity Services first reported a position in OBTC in Q4 2025 and held it in 2 quarters. The position peaked at $278K in Q4 2025. 10 funds tracked by Wall St. Rank hold OBTC as of Q2 2026.

  • Commonwealth Equity Services reported no remaining Osprey Bitcoin Trust position as of Q2 2026 after selling out during the quarter.
  • Commonwealth Equity Services sold 9,678 Osprey Bitcoin Trust shares in Q2 2026, an estimated $211K.
  • Commonwealth Equity Services first reported a position in Osprey Bitcoin Trust in Q4 2025 and held it in 2 quarters.
  • Commonwealth Equity Services's Osprey Bitcoin Trust position peaked at $278K in Q4 2025.
  • 10 funds tracked by Wall St. Rank held Osprey Bitcoin Trust as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.