Integrated Wealth Concepts’s Osprey Bitcoin Trust OBTC Stock Holding History

Integrated Wealth Concepts’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	$3.77K	Buy	+200	New	+$4.62K	﹤0.01%	5106

Other funds holding OBTC

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Manning & Napier Advisors Fairport, New York $7.8B AUM 25.03% 1-Year Est. Return

GoalVest Advisory New York $539M AUM 27.49% 1-Year Est. Return

EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.72% 1-Year Est. Return

Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 1-Year Est. Return

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Tanglewood Legacy Advisors Houston, Texas $310M AUM 21.56% 1-Year Est. Return

Integrated Wealth Concepts's OBTC Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Osprey Bitcoin Trust (OBTC) in Q2 2026: 200 shares worth $3.77K. The stake represents ﹤0.01% of the portfolio and ranks #5106 among its holdings.

11 funds tracked by Wall St. Rank hold OBTC as of Q2 2026.

Integrated Wealth Concepts held 200 shares of Osprey Bitcoin Trust worth $3.77K as of Q2 2026.
Osprey Bitcoin Trust was a new Integrated Wealth Concepts position in Q2 2026.
Osprey Bitcoin Trust made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #5106 holding.
11 funds tracked by Wall St. Rank held Osprey Bitcoin Trust as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.