LPL Financial’s Bitcoin Depot BTM Stock Holding History

LPL Financial’s Portfolio BTM Stock Details BTM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-3,138	Closed	-$28.3K	–	5995
2025 Q4	$28.3K	Sell	3,138 -917	-23%	-$14.1K	﹤0.01%	5771
2025 Q3	$95.4K	Buy	+4,055	New	+$127K	﹤0.01%	5531

Other funds holding BTM

OCAM

Owl Creek Asset Management New York $1.21B AUM 169.99% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Man Group London, United Kingdom $62.7B AUM 29.77% 1-Year Est. Return

WCP

Welch Capital Partners Harrison, New York $510M AUM 23.67% 1-Year Est. Return

SCM

Shaolin Capital Management Miami, Florida $2.1B AUM 64.05% 1-Year Est. Return

Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

LPL Financial's BTM Position: Q1 2026 in Review

LPL Financial sold out of Bitcoin Depot (BTM) in Q1 2026, closing a stake of 3,138 shares — an estimated $28.3K sold.

LPL Financial first reported a position in BTM in Q3 2025 and held it in 2 quarters. The position peaked at $95.4K in Q3 2025. 28 funds tracked by Wall St. Rank hold BTM as of Q1 2026.

LPL Financial reported no remaining Bitcoin Depot position as of Q1 2026 after selling out during the quarter.
LPL Financial sold 3,138 Bitcoin Depot shares in Q1 2026, an estimated $28.3K.
LPL Financial first reported a position in Bitcoin Depot in Q3 2025 and held it in 2 quarters.
LPL Financial's Bitcoin Depot position peaked at $95.4K in Q3 2025.
28 funds tracked by Wall St. Rank held Bitcoin Depot as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.