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 Q2	–	Sell	-5	Closed	-$109	–	1997
2026 Q1	$109	Buy	+5	New	+$123	﹤0.01%	1866

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

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 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

Mather Group's OBTC Position: Q2 2026 in Review

Mather Group sold out of Osprey Bitcoin Trust (OBTC) in Q2 2026, closing a stake of 5 shares — an estimated $109 sold.

Mather Group first reported a position in OBTC in Q1 2026 and held it in 1 quarter. The position peaked at $109 in Q1 2026. 11 funds tracked by Wall St. Rank hold OBTC as of Q2 2026.

Mather Group reported no remaining Osprey Bitcoin Trust position as of Q2 2026 after selling out during the quarter.
Mather Group sold 5 Osprey Bitcoin Trust shares in Q2 2026, an estimated $109.
Mather Group first reported a position in Osprey Bitcoin Trust in Q1 2026 and held it in 1 quarter.
Mather Group's Osprey Bitcoin Trust position peaked at $109 in Q1 2026.
11 funds tracked by Wall St. Rank held Osprey Bitcoin Trust as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.