LPL Financial
OBTC

LPL Financial’s Osprey Bitcoin Trust OBTC Stock Holding History

LPL Financial’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 		$219K Hold
10,056
– – ﹤0.01% 5432
2025
Q4 		$283K Buy
+10,056
New +$283K ﹤0.01% 5187

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
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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

LPL Financial's OBTC Position: Q1 2026 in Review

LPL Financial held its Osprey Bitcoin Trust (OBTC) position steady in Q1 2026 at 10,056 shares worth $219K. The position accounts for ﹤0.01% of the portfolio, ranked #5432.

LPL Financial first reported a position in OBTC in Q4 2025 and has held it in 2 quarters since. The position peaked at $283K in Q4 2025. 15 funds tracked by Wall St. Rank hold OBTC as of Q1 2026.

  • LPL Financial held 10,056 shares of Osprey Bitcoin Trust worth $219K as of Q1 2026.
  • LPL Financial left its Osprey Bitcoin Trust share count unchanged in Q1 2026.
  • Osprey Bitcoin Trust made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #5432 holding.
  • LPL Financial first reported a position in Osprey Bitcoin Trust in Q4 2025 and has held it in 2 quarters since.
  • LPL Financial's Osprey Bitcoin Trust position peaked at $283K in Q4 2025.
  • 15 funds tracked by Wall St. Rank held Osprey Bitcoin Trust as of Q1 2026.

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