Mather Group’s Osprey Bitcoin Trust OBTC Stock Holding History

Mather Group’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	$109	Buy	+5	New	+$123	﹤0.01%	1866

Other funds holding OBTC

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SWA

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return

TCM

Triumph Capital Management Denver, Colorado $491M AUM 12.29% 1-Year Est. Return

Mather Group's OBTC Position: Q1 2026 in Review

Mather Group opened a new position in Osprey Bitcoin Trust (OBTC) in Q1 2026: 5 shares worth $109. The stake represents ﹤0.01% of the portfolio and ranks #1866 among its holdings.

15 funds tracked by Wall St. Rank hold OBTC as of Q1 2026.

Mather Group held 5 shares of Osprey Bitcoin Trust worth $109 as of Q1 2026.
Osprey Bitcoin Trust was a new Mather Group position in Q1 2026.
Osprey Bitcoin Trust made up ﹤0.01% of Mather Group's portfolio in Q1 2026, its #1866 holding.
15 funds tracked by Wall St. Rank held Osprey Bitcoin Trust as of Q1 2026.

Based on Mather Group's 13F filing for Q1 2026, filed 13 Apr 2026.