DaveManuel.com · Institutional Ownership · Who Owns It
VANECK BITCOIN ETF (HODL)
Institutional ownership reported to the SEC as of Q2 2026, across 11 quarters.
131
Reporting holders
$511.8M
Reported value
52.3%
Of shares outstanding
0.1%
Calls
0.0%
Puts
-1
Holder change
Institutions report 30,762,455 shares against 58,875,000 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| VAN ECK ASSOCIATES CORP | $245.8M | 14,800,670 | 0.15% | 10q | +159.7%+$151.2M |
| NEOS Investment Management LLC | $87.7M | 5,282,111 | 0.32% | 7q | -1.7%-$1.5M |
| Tidal Investments LLC | $36.4M | 2,191,876 | 0.06% | 9q | -10.6%-$4.3M |
| Bouchey Financial Group, Ltd. | $16.3M | 983,628 | 1.06% | 3q | +2.7%+$432.4K |
| Gradient Investments LLC | $15.3M | 922,374 | 0.21% | 8q | +47.6%+$4.9M |
| Berger Financial Group, Inc | $13.8M | 828,848 | 0.70% | 8q | -3.5%-$492.9K |
| JANE STREET GROUP, LLC | $12.2M | 733,783 | 0.00% | 4q | +732.4%+$10.7M |
| ASSETMARK, INC | $11.6M | 696,070 | 0.02% | 10q | +11.1%+$1.2M |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $6.2M | 370,590 | 0.00% | 3q | +8.9%+$501.6K |
| Farringdon Capital, Ltd. | $4.9M | 296,450 | 2.44% | 7q | +13.7%+$595.1K |
| Simplify Asset Management Inc. | $4.4M | 264,427 | 0.06% | 6q | +26.4%+$918.1K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $4.3M | 259,853 | 0.00% | 10q | -82.2%-$19.9M |
| Steward Partners Investment Advisory, LLC | $4.1M | 246,017 | 0.02% | 10q | +24.6%+$807.2K |
| MEITAV INVESTMENT HOUSE LTD | $3.7M | 220,925 | 0.02% | 6q | +32.2%+$894.7K |
| Quadrature Capital Ltd | $3.6M | 217,049 | 0.03% | new | NEW |
| FIRST TRUST ADVISORS LP | $3.0M | 179,031 | 0.00% | 7q | -17.4%-$626.5K |
| Mattson Financial Services, LLC | $2.4M | 132,660 | 0.50% | 7q | +37.7%+$659.5K |
| Qube Research & Technologies Ltd | $2.0M | 118,888 | 0.00% | 2q | +60.5%+$744.0K |
| Chicago Partners Investment Group LLC | $1.9M | 106,259 | 0.04% | 5q | +19.9%+$322.6K |
| Addison Capital Co | $1.9M | 114,594 | 0.31% | 3q | -8.5%-$176.0K |
| RENAISSANCE TECHNOLOGIES LLC | $1.5M | 91,200 | 0.00% | 7q | +135.1%+$870.4K |
| Darwin Wealth Management, LLC | $1.4M | 86,092 | 0.39% | 2q | +9.8%+$128.1K |
| AXXCESS WEALTH MANAGEMENT, LLC | $1.4M | 86,092 | 0.02% | new | NEW |
| Sanctuary Advisors, LLC | $1.1M | 67,383 | 0.01% | 5q | +18.1%+$171.3K |
| Hilltop Holdings Inc. | $1.1M | 63,758 | 0.08% | new | NEW |
| Accurate Wealth Management, LLC | $964.7K | 53,363 | 0.09% | 6q | +27.5%+$208.2K |
| Ascent Advisors, LLC | $943.8K | 55,647 | 1.09% | new | NEW |
| COMMONWEALTH EQUITY SERVICES, LLC | $816.5K | 49,154 | 0.00% | 10q | -8.9%-$80.0K |
| MML INVESTORS SERVICES, LLC | $813.5K | 48,977 | 0.00% | 7q | +13.0%+$93.3K |
| BANK OF AMERICA CORP /DE/ | $704.6K | 42,418 | 0.00% | 5q | HELD |
| Brookstone Capital Management | $658.9K | 39,669 | 0.01% | 10q | -2.7%-$18.4K |
| Mason & Associates Inc | $641.8K | 38,637 | 0.10% | 2q | +3.2%+$20.1K |
| EAGLE GLOBAL ADVISORS LLC | $637.8K | 38,400 | 0.02% | 7q | HELD |
| Cambria Investment Management, L.P. | $626.0K | 37,690 | 0.03% | 10q | +3.2%+$19.1K |
| Archer Investment Management, LLC | $624.4K | 37,593 | 0.21% | 2q | +237.3%+$439.3K |
| Syntegra Private Wealth Group, LLC | $610.5K | 36,752 | 0.05% | 3q | HELD |
| FAS Wealth Partners, Inc. | $563.4K | 33,917 | 0.03% | 8q | HELD |
| AVALON CAPITAL MANAGEMENT | $560.0K | 33,716 | 0.13% | 7q | -8.1%-$49.6K |
| Cambridge Investment Research Advisors, Inc. | $546.0K | 32,856 | 0.00% | 2q | +111.0%+$287.3K |
| HighTower Advisors, LLC | $532.8K | 32,078 | 0.00% | 8q | -5.7%-$32.0K |
| Avidian Wealth Enterprises, LLC | $461.8K | 27,801 | 0.01% | 2q | +98.2%+$228.8K |
| Csenge Advisory Group | $445.0K | 26,790 | 0.02% | 2q | -1.2%-$5.3K |
| TWIN FOCUS CAPITAL PARTNERS, LLC | $428.0K | 25,770 | 0.04% | 4q | +103.7%+$217.9K |
| Samalin Investment Counsel, LLC | $427.3K | 25,727 | 0.13% | 10q | +0.8%+$3.5K |
| IRON Financial LLC | $423.6K | 25,505 | 0.17% | 7q | +3.3%+$13.7K |
| Banco BTG Pactual S.A. | $383.4K | 23,085 | 0.03% | 2q | -28.4%-$152.4K |
| FIRST FOUNDATION ADVISORS | $383.4K | 23,081 | 0.01% | 2q | +2.8%+$10.6K |
| Financial Partners Group, Inc | $370.8K | 22,325 | 0.04% | 7q | -8.9%-$36.3K |
| CITADEL ADVISORS LLC | $367.1K CALL | options only | 0.00% | 3q | OPTIONS |
| KRAEMATON INVESTMENT ADVISORS, INC | $360.7K | 21,713 | 0.27% | 6q | +1.0%+$3.5K |
| Harel Insurance Investments & Financial Services Ltd. | $323.0K | 19,463 | 0.00% | 5q | -0.7%-$2.3K |
| Visionary Wealth Advisors | $319.2K | 19,218 | 0.01% | 9q | -68.3%-$688.8K |
| MADDEN SECURITIES Corp | $313.6K | 18,880 | 0.09% | 9q | -10.4%-$36.5K |
| MISSION WEALTH MANAGEMENT, LP | $300.4K | 18,083 | 0.00% | new | NEW |
| Paladin Wealth, LLC | $291.3K | 17,540 | 0.17% | 2q | +52.1%+$99.8K |
| Betterment LLC | $291.0K | 17,535 | 0.00% | 10q | +0.5%+$1.5K |
| Marex Group Ltd | $290.4K | 17,482 | 0.00% | new | NEW |
| Tactive Advisors, LLC | $276.2K | 16,628 | 0.07% | new | NEW |
| Invst, LLC | $268.6K | 16,171 | 0.03% | 2q | +1.3%+$3.3K |
| IEQ CAPITAL, LLC | $268.4K | 16,158 | 0.00% | 2q | -26.6%-$97.0K |
| COOKSON PEIRCE & CO INC | $262.4K | 15,800 | 0.01% | 5q | HELD |
| Beaumont Financial Advisors, LLC | $261.1K | 15,717 | 0.02% | 3q | +7.7%+$18.8K |
| Firestone Capital Management | $256.9K | 15,469 | 0.05% | 10q | -53.8%-$299.7K |
| Advyzon Investment Management, LLC | $253.4K | 15,254 | 0.02% | 7q | -1.3%-$3.5K |
| Main Street Financial Solutions, LLC | $249.8K | 15,041 | 0.02% | 10q | +3.8%+$9.1K |
| EnRich Financial Partners LLC | $248.6K | 14,967 | 0.06% | 4q | -13.2%-$37.8K |
| FLAGSTAR SECURITIES, INC | $248.3K | 14,948 | 0.07% | 4q | +2.4%+$5.9K |
| ENVESTNET ASSET MANAGEMENT INC | $246.6K | 14,848 | 0.00% | 4q | +19.3%+$39.8K |
| MERCER GLOBAL ADVISORS INC /ADV | $233.8K | 14,078 | 0.00% | 8q | HELD |
| GW HENSSLER & ASSOCIATES LTD | $231.3K | 13,923 | 0.01% | new | NEW |
| Regent Peak Wealth Advisors LLC | $228.6K | 13,762 | 0.04% | new | NEW |
| IAMS WEALTH MANAGEMENT, LLC | $227.8K | 13,714 | 0.07% | 7q | -6.5%-$15.7K |
| NewEdge Advisors, LLC | $222.8K | 13,416 | 0.00% | 6q | -34.7%-$118.5K |
| Atria Investments, Inc | $213.9K | 12,877 | 0.00% | 4q | -24.0%-$67.7K |
| Hippocratic Financial Advisors, LLC | $213.5K | 12,856 | 0.08% | new | NEW |
| Rede Wealth, LLC | $212.5K | 12,793 | 0.07% | 3q | +7.2%+$14.2K |
| Bank of New York Mellon Corp | $202.5K | 12,193 | 0.00% | 2q | -50.0%-$202.8K |
| Synergy Asset Management, LLC | $199.4K | 12,004 | 0.02% | 9q | HELD |
| CIBC Bancorp USA Inc. | $183.8K | 11,067 | 0.00% | 2q | -76.3%-$593.2K |
| Evercore Wealth Management, LLC | $182.7K | 11,000 | 0.00% | 2q | HELD |
| Maridea Wealth Management LLC | $178.3K | 10,733 | 0.02% | new | NEW |
| COMPASS FINANCIAL MANAGEMENT LLC | $175.7K | 10,332 | 0.02% | new | FIRST |
| Brown Financial Advisors | $173.4K | 10,437 | 0.06% | new | NEW |
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | $171.0K | 10,295 | 0.04% | new | NEW |
| Almanack Investment Partners, LLC. | $166.7K | 10,034 | 0.02% | 5q | -3.1%-$5.4K |
| Meridian Wealth Management, LLC | $166.6K | 10,030 | 0.01% | 3q | HELD |
| Pioneer Family Office, LLC | $132.9K | 8,000 | 0.07% | 3q | HELD |
| TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA | $110.1K | 6,630 | 0.03% | 4q | +3.9%+$4.2K |
| ROTHSCHILD INVESTMENT LLC | $83.0K | 5,000 | 0.00% | 10q | -66.7%-$166.1K |
| Strategic Wealth Partners, Ltd. | $66.3K | 3,990 | 0.00% | 5q | -3.0%-$2.1K |
| Atomic Invest LLC | $61.5K | 3,604 | 0.01% | 3q | +12.3%+$6.7K |
| Wilkerson Advisory Group LLC | $49.0K | 2,951 | 0.02% | 3q | HELD |
| Turim 21 Investimentos Ltda. | $45.0K | 2,708 | 0.01% | 4q | HELD |
| UBS Group AG | $41.3K | 2,486 | 0.00% | new | NEW |
| Farther Finance Advisors, LLC | $38.6K | 2,325 | 0.00% | 8q | HELD |
| Ritter Daniher Financial Advisory LLC / DE | $36.7K | 2,208 | 0.01% | 3q | HELD |
| Bogart Wealth, LLC | $34.2K | 2,057 | 0.00% | 3q | +21.9%+$6.1K |
| Truvestments Capital LLC | $32.5K | 1,957 | 0.00% | new | NEW |
| Cape Investment Advisory, Inc. | $24.3K | 1,463 | 0.01% | new | NEW |
| Larson Financial Group LLC | $17.1K | 1,027 | 0.00% | 10q | +1837.7%+$16.2K |
Showing the largest 100 of 131 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 42 | $58.0M | 2,455,956 | 10 | 10 | 13 | 0.0% |
| Q2 2026 | 131 | $511.8M | 30,762,455 | 21 | 45 | 34 | 0.1% |
| Q1 2026 | 132 | $439.8M | 22,835,755 | 26 | 44 | 36 | 0.2% |
| Q4 2025 | 135 | $483.2M | 19,505,385 | 36 | 46 | 25 | 0.2% |
| Q3 2025 | 124 | $535.6M | 16,549,455 | 25 | 47 | 23 | 0.0% |
| Q2 2025 | 110 | $383.7M | 12,585,037 | 33 | 42 | 14 | 0.0% |
| Q1 2025 | 88 | $248.9M | 10,668,583 | 24 | 28 | 19 | 0.0% |
| Q4 2024 | 81 | $278.9M | 2,642,085 | 33 | 25 | 9 | 0.0% |
| Q3 2024 | 53 | $197.3M | 2,696,676 | 11 | 19 | 8 | 0.0% |
| Q2 2024 | 49 | $152.7M | 2,249,127 | 22 | 9 | 6 | 0.0% |
| Q1 2024 | 30 | $165.0M | 2,055,053 | 30 | 0 | 0 | 0.0% |