Osaic Holdings’s VanEck Bitcoin Trust HODL Stock Holding History

Osaic Holdings’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	$9.81K	Buy	591 +255	+76%	+$5.18K	﹤0.01%	6622
2026 Q1	$6.43K	Sell	336 -11,425	-97%	-$247K	﹤0.01%	6545
2025 Q4	$291K	Sell	11,761 -50,370	-81%	-$1.43M	﹤0.01%	3840
2025 Q3	$2.01M	Buy	62,131 +48,397	+352%	+$1.57M	﹤0.01%	2166
2025 Q2	$322K	Buy	13,734 +13,644	+15,160%	+$381K	﹤0.01%	3538
2025 Q1	$2.1K	Buy	+90	New	+$2.37K	﹤0.01%	6576
2024 Q4	–	Sell	-24	Closed	-$430	–	7518
2024 Q3	$430	Buy	+24	New	+$414	﹤0.01%	7036

Other funds holding HODL

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

NIM

NEOS Investment Management Westport, Connecticut $27.1B AUM 57.21% 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

Osaic Holdings's HODL Position: Q2 2026 in Review

Osaic Holdings increased its VanEck Bitcoin Trust (HODL) stake by 76% in Q2 2026, buying an estimated $5.18K and bringing the position to 591 shares worth $9.81K. The position accounts for ﹤0.01% of the portfolio, ranked #6622.

Osaic Holdings first reported a position in HODL in Q3 2024 and has held it in 7 quarters since. The position peaked at $2.01M in Q3 2025. 128 funds tracked by Wall St. Rank hold HODL as of Q2 2026.

Osaic Holdings held 591 shares of VanEck Bitcoin Trust worth $9.81K as of Q2 2026.
Osaic Holdings bought 255 VanEck Bitcoin Trust shares in Q2 2026, an estimated $5.18K.
VanEck Bitcoin Trust made up ﹤0.01% of Osaic Holdings's portfolio in Q2 2026, its #6622 holding.
Osaic Holdings first reported a position in VanEck Bitcoin Trust in Q3 2024 and has held it in 7 quarters since.
Osaic Holdings's VanEck Bitcoin Trust position peaked at $2.01M in Q3 2025.
128 funds tracked by Wall St. Rank held VanEck Bitcoin Trust as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.