NEOS Investment Management’s VanEck Bitcoin Trust HODL Stock Holding History

NEOS Investment Management’s Portfolio HODL Stock Details HODL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$87.7M	Sell	5,282,111 -92,796	-2%	-$1.88M	0.32%	53
2026 Q1	$103M	Sell	5,374,907 -32,030	-0.6%	-$692K	0.52%	36
2025 Q4	$134M	Sell	5,406,937 -625,528	-10%	-$17.7M	0.77%	17
2025 Q3	$195M	Buy	6,032,465 +3,140,191	+109%	+$102M	1.46%	12
2025 Q2	$88.1M	Buy	2,892,274 +1,571,264	+119%	+$43.8M	1.09%	13
2025 Q1	$30.8M	Buy	1,321,010 +941,962	+249%	+$24.8M	0.58%	29
2024 Q4	$10M	Buy	+379,048	New	+$8.9M	0.24%	82

Other funds holding HODL

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

BFG

Bouchey Financial Group Troy, New York $1.55B AUM 29.02% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

BFG

Berger Financial Group Plymouth, Minnesota $1.96B AUM 20.58% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Farringdon Capital London, United Kingdom $202M AUM 4.1% 1-Year Est. Return

SAM

Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return

NEOS Investment Management's HODL Position: Q2 2026 in Review

NEOS Investment Management reduced its VanEck Bitcoin Trust (HODL) stake by 1.7% in Q2 2026, selling an estimated $1.88M and leaving 5,282,111 shares worth $87.7M. The position accounts for 0.32% of the portfolio, ranked #53.

NEOS Investment Management first reported a position in HODL in Q4 2024 and has held it in 7 quarters since. The position peaked at $195M in Q3 2025. 128 funds tracked by Wall St. Rank hold HODL as of Q2 2026.

NEOS Investment Management held 5,282,111 shares of VanEck Bitcoin Trust worth $87.7M as of Q2 2026.
NEOS Investment Management sold 92,796 VanEck Bitcoin Trust shares in Q2 2026, an estimated $1.88M.
VanEck Bitcoin Trust made up 0.32% of NEOS Investment Management's portfolio in Q2 2026, its #53 holding.
NEOS Investment Management first reported a position in VanEck Bitcoin Trust in Q4 2024 and has held it in 7 quarters since.
NEOS Investment Management's VanEck Bitcoin Trust position peaked at $195M in Q3 2025.
128 funds tracked by Wall St. Rank held VanEck Bitcoin Trust as of Q2 2026.

Based on NEOS Investment Management's 13F filing for Q2 2026, filed 11 Aug 2026.