SageView Advisory Group
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SageView Advisory Group’s Osprey Bitcoin Trust OBTC Stock Holding History

SageView Advisory 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 		– Sell
-500
Closed -$14.1K – 2619
2025
Q4 		$14.1K Buy
+500
New +$14.1K ﹤0.01% 1585

Other funds holding OBTC

Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Flow Traders U.S.
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Sax Wealth Advisors
Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
MAI Capital Management
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return
Ancora Advisors
Ancora Advisors Cleveland, Ohio $5.19B AUM 23.19% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return

SageView Advisory Group's OBTC Position: Q1 2026 in Review

SageView Advisory Group sold out of Osprey Bitcoin Trust (OBTC) in Q1 2026, closing a stake of 500 shares — an estimated $14.1K sold.

SageView Advisory Group first reported a position in OBTC in Q4 2025 and held it in 1 quarter. The position peaked at $14.1K in Q4 2025. 15 funds tracked by Wall St. Rank hold OBTC as of Q1 2026.

  • SageView Advisory Group reported no remaining Osprey Bitcoin Trust position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 500 Osprey Bitcoin Trust shares in Q1 2026, an estimated $14.1K.
  • SageView Advisory Group first reported a position in Osprey Bitcoin Trust in Q4 2025 and held it in 1 quarter.
  • SageView Advisory Group's Osprey Bitcoin Trust position peaked at $14.1K in Q4 2025.
  • 15 funds tracked by Wall St. Rank held Osprey Bitcoin Trust as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.