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HODL Institutional Ownership

VanEck Bitcoin ETF
1W: +0.3% 1M: +9.0% 3M: +32.4% YTD: -6.0% 1Y: -28.3%
$23.84
-0.08 (-0.33%)
 
Weekly Expected Move ±5.5%
$21 $23 $24 $25 $26
ETF CBOE · AUM $1.7B

Institutional Ownership — HODL

154
Institutional Holders
-3 vs prior quarter
0.0%
Ownership
+0.00pp
511M
Total Invested
24
New Positions
45
Increased
56
Reduced
23
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (176 total)

# Holder Shares Value Change Change % Holding Period Filing
1 VAN ECK ASSOCIATES CORP 14,800,670 $353M +9,101,995 +159.7% 10Q SEC ↗
2 NEOS Investment Management LLC 5,282,111 $126M -92,796 -1.7% 7Q SEC ↗
3 Tidal Investments LLC 2,191,876 $52M -259,182 -10.6% 9Q SEC ↗
4 Bouchey Financial Group, Ltd. 983,628 $23M +26,031 +2.7% 3Q SEC ↗
5 Gradient Investments LLC 922,374 $22M +297,606 +47.6% 8Q SEC ↗
6 Berger Financial Group, Inc 828,848 $20M -29,676 -3.5% 8Q SEC ↗
7 JANE STREET GROUP, LLC 733,783 $17M +645,629 +732.4% 4Q SEC ↗
8 ASSETMARK, INC 696,070 $17M +69,685 +11.1% 10Q SEC ↗
9 NORTHWESTERN MUTUAL WEALTH MANAGEMENT 370,590 $9M +30,200 +8.9% 3Q SEC ↗
10 Farringdon Capital, Ltd. 296,450 $7M +35,829 +13.7% 7Q SEC ↗
11 Simplify Asset Management Inc. 264,427 $6M +55,276 +26.4% 6Q SEC ↗
12 SUSQUEHANNA INTERNATIONAL GROUP, LLP 259,853 $6M -1,200,018 -82.2% 10Q SEC ↗
13 Steward Partners Investment Advisory, 246,017 $6M +48,596 +24.6% 10Q SEC ↗
14 MEITAV INVESTMENT HOUSE LTD 220,925 $5M +53,863 +32.2% 6Q SEC ↗
15 Quadrature Capital Ltd NEW 217,049 $5M — +0.0% 1Q SEC ↗
16 FIRST TRUST ADVISORS LP 179,031 $4M -37,718 -17.4% 7Q SEC ↗
17 Mattson Financial Services, LLC 132,660 $3M +36,317 +37.7% 7Q SEC ↗
18 Qube Research & Technologies Ltd 118,888 $3M +44,792 +60.5% 2Q SEC ↗
19 Addison Capital Co 114,594 $3M -10,598 -8.5% 3Q SEC ↗
20 Chicago Partners Investment Group LLC 106,259 $3M +17,605 +19.9% 5Q SEC ↗
21 RENAISSANCE TECHNOLOGIES LLC 91,200 $2M +52,400 +135.1% 7Q SEC ↗
22 AXXCESS WEALTH MANAGEMENT, LLC NEW 86,092 $2M — +0.0% 1Q SEC ↗
23 Darwin Wealth Management, LLC 86,092 $2M +7,712 +9.8% 2Q SEC ↗
24 Sanctuary Advisors, LLC 67,383 $2M +10,313 +18.1% 5Q SEC ↗
25 Hilltop Holdings Inc. NEW 63,758 $2M — +0.0% 1Q SEC ↗
26 Ascent Advisors, LLC NEW 55,647 $1M — +0.0% 1Q SEC ↗
27 Accurate Wealth Management, LLC 53,363 $1M +11,518 +27.5% 6Q SEC ↗
28 COMMONWEALTH EQUITY SERVICES, LLC 49,154 $1M -4,816 -8.9% 10Q SEC ↗
29 MML INVESTORS SERVICES, LLC 48,977 $1M +5,616 +13.0% 7Q SEC ↗
30 BANK OF AMERICA CORP /DE 42,418 $1M — +0.0% 5Q SEC ↗
31 Brookstone Capital Management 39,669 $946K -1,107 -2.7% 10Q SEC ↗
32 Mason & Associates Inc 38,637 $921K +1,212 +3.2% 2Q SEC ↗
33 EAGLE GLOBAL ADVISORS LLC 38,400 $915K — +0.0% 7Q SEC ↗
34 Cambria Investment Management, L.P. 37,690 $899K +1,152 +3.2% 10Q SEC ↗
35 Archer Investment Management, LLC 37,593 $896K +26,449 +237.3% 2Q SEC ↗
36 Syntegra Private Wealth Group, LLC 36,752 $876K — +0.0% 3Q SEC ↗
37 FAS Wealth Partners, Inc. 33,917 $809K — +0.0% 8Q SEC ↗
38 AVALON CAPITAL MANAGEMENT 33,716 $804K -2,986 -8.1% 7Q SEC ↗
39 HighTower Advisors, LLC 32,078 $765K -1,924 -5.7% 8Q SEC ↗
40 Avidian Wealth Enterprises, LLC 27,801 $663K +13,773 +98.2% 2Q SEC ↗
41 Csenge Advisory Group 26,790 $639K -319 -1.2% 2Q SEC ↗
42 TWIN FOCUS CAPITAL PARTNERS, LLC 25,770 $614K +13,120 +103.7% 4Q SEC ↗
43 Samalin Investment Counsel, LLC 25,727 $613K +208 +0.8% 10Q SEC ↗
44 IRON Financial LLC 25,505 $608K +826 +3.3% 7Q SEC ↗
45 Banco BTG Pactual S.A. 23,085 $550K -9,178 -28.4% 2Q SEC ↗
46 FIRST FOUNDATION ADVISORS 23,081 $550K +636 +2.8% 2Q SEC ↗
47 Financial Partners Group, Inc 22,325 $532K -2,183 -8.9% 7Q SEC ↗
48 KRAEMATON INVESTMENT ADVISORS, INC 21,713 $518K +210 +1.0% 6Q SEC ↗
49 FRG Family Wealth Advisors LLC 21,168 $505K -1,740 -7.6% 5Q SEC ↗
50 Harel Insurance Investments & Financia 19,463 $464K -140 -0.7% 5Q SEC ↗

Recent Activity

New Positions (20)
Sold Out (20)
Biggest Increases (20)
HolderAddedChange %Total Shares
VAN ECK ASSOCIATES CORP +9,101,995 +159.7% 14,800,670
JANE STREET GROUP, LLC +645,629 +732.4% 733,783
Gradient Investments LLC +297,606 +47.6% 922,374
ASSETMARK, INC +69,685 +11.1% 696,070
Simplify Asset Management Inc. +55,276 +26.4% 264,427
MEITAV INVESTMENT HOUSE LTD +53,863 +32.2% 220,925
RENAISSANCE TECHNOLOGIES LLC +52,400 +135.1% 91,200
Steward Partners Investment Advisor +48,596 +24.6% 246,017
Qube Research & Technologies Ltd +44,792 +60.5% 118,888
Mattson Financial Services, LLC +36,317 +37.7% 132,660
Farringdon Capital, Ltd. +35,829 +13.7% 296,450
NORTHWESTERN MUTUAL WEALTH MANAGEME +30,200 +8.9% 370,590
Archer Investment Management, LLC +26,449 +237.3% 37,593
Bouchey Financial Group, Ltd. +26,031 +2.7% 983,628
Chicago Partners Investment Group L +17,605 +19.9% 106,259
Avidian Wealth Enterprises, LLC +13,773 +98.2% 27,801
TWIN FOCUS CAPITAL PARTNERS, LLC +13,120 +103.7% 25,770
Accurate Wealth Management, LLC +11,518 +27.5% 53,363
Sanctuary Advisors, LLC +10,313 +18.1% 67,383
Darwin Wealth Management, LLC +7,712 +9.8% 86,092
Biggest Decreases (20)
HolderReducedChange %Total Shares
SUSQUEHANNA INTERNATIONAL GROUP, LL -1,200,018 -82.2% 259,853
Tidal Investments LLC -259,182 -10.6% 2,191,876
NEOS Investment Management LLC -92,796 -1.7% 5,282,111
Visionary Wealth Advisors -41,468 -68.3% 19,218
FIRST TRUST ADVISORS LP -37,718 -17.4% 179,031
Berger Financial Group, Inc -29,676 -3.5% 828,848
Firestone Capital Management -18,041 -53.8% 15,469
Bank of New York Mellon Corp -12,212 -50.0% 12,193
Addison Capital Co -10,598 -8.5% 114,594
ROTHSCHILD INVESTMENT LLC -10,000 -66.7% 5,000
Banco BTG Pactual S.A. -9,178 -28.4% 23,085
NewEdge Advisors, LLC -7,137 -34.7% 13,416
IEQ CAPITAL, LLC -5,842 -26.6% 16,158
COMMONWEALTH EQUITY SERVICES, LLC -4,816 -8.9% 49,154
Atria Investments, Inc -4,077 -24.0% 12,877
AVALON CAPITAL MANAGEMENT -2,986 -8.1% 33,716
Parallel Advisors, LLC -2,663 -91.7% 240
EnRich Financial Partners LLC -2,277 -13.2% 14,967
MADDEN SECURITIES Corp -2,200 -10.4% 18,880
Financial Partners Group, Inc -2,183 -8.9% 22,325

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms