Envestnet Asset Management
HODL icon

Envestnet Asset Management’s VanEck Bitcoin Trust HODL Stock Holding History

Envestnet Asset Management’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 		$247K Buy
14,848
+2,397
+19% +$48.7K ﹤0.01% 4541
2026
Q1 		$239K Sell
12,451
-515
-4% -$11.1K ﹤0.01% 4417
2025
Q4 		$321K Buy
12,966
+4,025
+45% +$114K ﹤0.01% 3994
2025
Q3 		$289K Buy
+8,941
New +$290K ﹤0.01% 4108

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 $7.25B AUM 20.71% 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

Envestnet Asset Management's HODL Position: Q2 2026 in Review

Envestnet Asset Management increased its VanEck Bitcoin Trust (HODL) stake by 19% in Q2 2026, buying an estimated $48.7K and bringing the position to 14,848 shares worth $247K. The position accounts for ﹤0.01% of the portfolio, ranked #4541.

Envestnet Asset Management first reported a position in HODL in Q3 2025 and has held it in 4 quarters since. The position peaked at $321K in Q4 2025. 128 funds tracked by Wall St. Rank hold HODL as of Q2 2026.

  • Envestnet Asset Management held 14,848 shares of VanEck Bitcoin Trust worth $247K as of Q2 2026.
  • Envestnet Asset Management bought 2,397 VanEck Bitcoin Trust shares in Q2 2026, an estimated $48.7K.
  • VanEck Bitcoin Trust made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #4541 holding.
  • Envestnet Asset Management first reported a position in VanEck Bitcoin Trust in Q3 2025 and has held it in 4 quarters since.
  • Envestnet Asset Management's VanEck Bitcoin Trust position peaked at $321K in Q4 2025.
  • 128 funds tracked by Wall St. Rank held VanEck Bitcoin Trust as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.