TLA
OBTC

Tanglewood Legacy Advisors’s Osprey Bitcoin Trust OBTC Stock Holding History

Tanglewood Legacy Advisors’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 		$829 Hold
44
– – ﹤0.01% 275
2026
Q1 		$960 Hold
44
– – ﹤0.01% 263
2025
Q4 		$1.24K Buy
+44
New +$1.24K ﹤0.01% 260

Other funds holding OBTC

Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
MNA
Manning & Napier Advisors Fairport, New York $7.8B AUM 25.03% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
GA
GoalVest Advisory New York $539M AUM 27.49% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.72% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $4.96B AUM 27.52% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

Tanglewood Legacy Advisors's OBTC Position: Q2 2026 in Review

Tanglewood Legacy Advisors held its Osprey Bitcoin Trust (OBTC) position steady in Q2 2026 at 44 shares worth $829. The position accounts for ﹤0.01% of the portfolio, ranked #275.

Tanglewood Legacy Advisors first reported a position in OBTC in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.24K in Q4 2025. 11 funds tracked by Wall St. Rank hold OBTC as of Q2 2026.

  • Tanglewood Legacy Advisors held 44 shares of Osprey Bitcoin Trust worth $829 as of Q2 2026.
  • Tanglewood Legacy Advisors left its Osprey Bitcoin Trust share count unchanged in Q2 2026.
  • Osprey Bitcoin Trust made up ﹤0.01% of Tanglewood Legacy Advisors's portfolio in Q2 2026, its #275 holding.
  • Tanglewood Legacy Advisors first reported a position in Osprey Bitcoin Trust in Q4 2025 and has held it in 3 quarters since.
  • Tanglewood Legacy Advisors's Osprey Bitcoin Trust position peaked at $1.24K in Q4 2025.
  • 11 funds tracked by Wall St. Rank held Osprey Bitcoin Trust as of Q2 2026.

Based on Tanglewood Legacy Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.