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
2025 Q4	$14.1K	Buy	+500	New	+$14.1K	﹤0.01%	1585

Other funds holding OBTC

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

MTCM

Mint Tower Capital Management Amsterdam, Netherlands $1.12B AUM 19.06% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

HHGC

Hunting Hill Global Capital New York $129M AUM 17.34% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

EGA

Eagle Global Advisors Houston, Texas $2.78B AUM 26.09% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

FCM

Firestone Capital Management Coral Gables, Florida $480M AUM 15.33% 1-Year Est. Return

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

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

SageView Advisory Group's OBTC Position: Q4 2025 in Review

SageView Advisory Group opened a new position in Osprey Bitcoin Trust (OBTC) in Q4 2025: 500 shares worth $14.1K. The stake represents ﹤0.01% of the portfolio and ranks #1585 among its holdings.

20 funds tracked by Wall St. Rank hold OBTC as of Q4 2025.

SageView Advisory Group held 500 shares of Osprey Bitcoin Trust worth $14.1K as of Q4 2025.
Osprey Bitcoin Trust was a new SageView Advisory Group position in Q4 2025.
Osprey Bitcoin Trust made up ﹤0.01% of SageView Advisory Group's portfolio in Q4 2025, its #1585 holding.
20 funds tracked by Wall St. Rank held Osprey Bitcoin Trust as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.