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 Q2	–	Sell	-10,056	Closed	-$219K	–	6391
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 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

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

MNA

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

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

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

LPL Financial's OBTC Position: Q2 2026 in Review

LPL Financial sold out of Osprey Bitcoin Trust (OBTC) in Q2 2026, closing a stake of 10,056 shares — an estimated $219K sold.

LPL Financial first reported a position in OBTC in Q4 2025 and held it in 2 quarters. The position peaked at $283K in Q4 2025. 10 funds tracked by Wall St. Rank hold OBTC as of Q2 2026.

LPL Financial reported no remaining Osprey Bitcoin Trust position as of Q2 2026 after selling out during the quarter.
LPL Financial sold 10,056 Osprey Bitcoin Trust shares in Q2 2026, an estimated $219K.
LPL Financial first reported a position in Osprey Bitcoin Trust in Q4 2025 and held it in 2 quarters.
LPL Financial's Osprey Bitcoin Trust position peaked at $283K in Q4 2025.
10 funds tracked by Wall St. Rank held Osprey Bitcoin Trust as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.