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
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 $777B AUM 61.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $491M AUM 12.29% 1-Year Est. Return

Tanglewood Legacy Advisors's OBTC Position: Q1 2026 in Review

Tanglewood Legacy Advisors held its Osprey Bitcoin Trust (OBTC) position steady in Q1 2026 at 44 shares worth $960. The position accounts for ﹤0.01% of the portfolio, ranked #263.

Tanglewood Legacy Advisors first reported a position in OBTC in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.24K in Q4 2025. 15 funds tracked by Wall St. Rank hold OBTC as of Q1 2026.

  • Tanglewood Legacy Advisors held 44 shares of Osprey Bitcoin Trust worth $960 as of Q1 2026.
  • Tanglewood Legacy Advisors left its Osprey Bitcoin Trust share count unchanged in Q1 2026.
  • Osprey Bitcoin Trust made up ﹤0.01% of Tanglewood Legacy Advisors's portfolio in Q1 2026, its #263 holding.
  • Tanglewood Legacy Advisors first reported a position in Osprey Bitcoin Trust in Q4 2025 and has held it in 2 quarters since.
  • Tanglewood Legacy Advisors's Osprey Bitcoin Trust position peaked at $1.24K in Q4 2025.
  • 15 funds tracked by Wall St. Rank held Osprey Bitcoin Trust as of Q1 2026.

Based on Tanglewood Legacy Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.