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Institutional Ownership · SEC Form 13F

Who owns VanEck Bitcoin ETF (HODL)


Which tracked institutional funds hold HODL, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See HODL company fundamentals →

Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-18). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

127
Institutional holders
23M
Shares held (tracked funds)
46.9%
Of shares outstanding

How the tape is positioned

14 tracked funds added or opened HODL while 30 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.

A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.

Conviction spread

HODL’s largest tracked holder by dollar value, VAN ECK ASSOCIATES CORP, sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.

Book-share is each fund’s reported value in HODL divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.

Institutional & insider positioning

Between 2025-Q4 and 2026-Q1, across 127 tracked filers holding HODL, 68 increased or opened the position and 67 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.

This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.

New buyers & exits

Funds opening or closing a position in HODL between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.

New buyers 7

  • SYON CAPITAL LLC$14M
  • Beacon Pointe Advisors, LLC$2M
  • Darwin Wealth Management, LLC$2M
  • Qube Research & Technologies Ltd$1M
  • Mason & Associates Inc$704K
  • Banco BTG Pactual S.A.$618K

Full exits 5

  • Shelter Rock Management, LLC$2M
  • FLOW TRADERS U.S. LLC$993K
  • FAS Wealth Partners, Inc.$798K
  • Summit Financial, LLC$607K
  • CWC Advisors, LLC.$535K

Largest adds

  • SUSQUEHANNA INTERNATIONAL GROUP, LLP$18M
  • Tidal Investments LLC$14M
  • NORDEN GROUP LLC$3M
  • Bouchey Financial Group Ltd$3M
  • NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$824K
  • Steward Partners Investment Advisory, LLC$762K

Largest trims

  • NEOS Investment Management LLC$31M
  • JANE STREET GROUP, LLC$24M
  • VAN ECK ASSOCIATES CORP$15M
  • AVALON CAPITAL MANAGEMENT$4M
  • RENAISSANCE TECHNOLOGIES LLC$3M
  • ASSETMARK, INC$3M

Institutional holders

One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).

FundSharesReported value% of valueQuarter
VAN ECK ASSOCIATES CORP added5,698,675$109M22.8%2026-Q1
NEOS Investment Management LLC trimmed5,374,907$103M21.5%2026-Q1
Tidal Investments LLC added2,451,058$47M9.8%2026-Q1
SUSQUEHANNA INTERNATIONAL GROUP, LLP added1,459,871$28M5.8%2026-Q1
Bouchey Financial Group Ltd added957,597$20M4.1%2026-Q1
Berger Financial Group, Inc added858,524$16M3.4%2026-Q1
SYON CAPITAL LLC added728,768$14M2.9%2026-Q1
ASSETMARK, INC added626,385$12M2.5%2026-Q1
Gradient Investments LLC added624,768$12M2.5%2026-Q1
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added340,390$7M1.4%2026-Q1
Farringdon Capital, Ltd. added260,621$5M1.0%2026-Q1
FIRST TRUST ADVISORS LP trimmed216,749$4M0.9%2026-Q1
Simplify Asset Management Inc. added209,151$4M0.8%2026-Q1
Heck Capital Advisors, LLC added202,943$4M0.8%2026-Q1
Steward Partners Investment Advisory, LLC added197,421$4M0.8%2026-Q1
NORDEN GROUP LLC added186,595$4M0.7%2026-Q1
MEITAV INVESTMENT HOUSE LTD added167,062$3M0.7%2026-Q1
Addison Capital Co added125,192$2M0.5%2026-Q1
STANSBERRY ASSET MANAGEMENT, LLC added103,660$2M0.4%2026-Q1
Chicago Partners Investment Group LLC added88,654$2M0.4%2026-Q1
Mattson Financial Services, LLC added96,343$2M0.4%2026-Q1
Beacon Pointe Advisors, LLC new95,344$2M0.4%2026-Q1
JANE STREET GROUP, LLC trimmed88,154$2M0.4%2026-Q1
Darwin Wealth Management, LLC new78,380$2M0.3%2026-Q1
Qube Research & Technologies Ltd new74,096$1M0.3%2026-Q1
Visionary Wealth Advisors added60,686$1M0.2%2026-Q1
Sanctuary Advisors, LLC trimmed57,070$1M0.2%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC trimmed53,970$1M0.2%2026-Q1
Accurate Wealth Management, LLC added41,845$868K0.2%2026-Q1
MML INVESTORS SERVICES, LLC trimmed43,361$831K0.2%2026-Q1
BANK OF AMERICA CORP /DE/42,418$813K0.2%2026-Q1
Q Fund Management (Hong Kong) Ltd32,000$791K0.2%2026-Q1
Brookstone Capital Management trimmed40,776$781K0.2%2026-Q1
RENAISSANCE TECHNOLOGIES LLC trimmed38,800$743K0.2%2026-Q1
EAGLE GLOBAL ADVISORS LLC added38,400$736K0.2%2026-Q1
Syntegra Private Wealth Group, LLC36,752$704K0.1%2026-Q1
Mason & Associates Inc new37,425$704K0.1%2026-Q1
AVALON CAPITAL MANAGEMENT trimmed36,702$703K0.1%2026-Q1
Cambria Investment Management, L.P. added36,538$700K0.1%2026-Q1
HighTower Advisors, LLC added34,002$651K0.1%2026-Q1
Firestone Capital Management added33,510$642K0.1%2026-Q1
Banco BTG Pactual S.A. new32,263$618K0.1%2026-Q1
Csenge Advisory Group new27,109$519K0.1%2026-Q1
Samalin Investment Counsel, LLC added25,519$489K0.1%2026-Q1
Stratos Wealth Partners, LTD. trimmed25,381$486K0.1%2026-Q1
IRON Financial LLC added24,679$473K0.1%2026-Q1
Financial Partners Group, Inc added24,508$470K0.1%2026-Q1
Bank of New York Mellon Corp new24,405$468K0.1%2026-Q1
Apollon Wealth Management, LLC added24,385$467K0.1%2026-Q1
Focus Partners Wealth trimmed23,820$454K0.1%2026-Q1
FIRST FOUNDATION ADVISORS new22,445$430K0.1%2026-Q1
IEQ CAPITAL, LLC new22,000$422K0.1%2026-Q1
KRAEMATON INVESTMENT ADVISORS, INC added21,503$412K0.1%2026-Q1
FRG Family Wealth Advisors LLC trimmed21,168$406K0.1%2026-Q1
MADDEN SECURITIES Corp trimmed21,080$404K0.1%2026-Q1
OneDigital Investment Advisors LLC trimmed19,647$376K0.1%2026-Q1
Harel Insurance Investments & Financial Services Ltd. added19,603$376K0.1%2026-Q1
Betterment LLC added17,443$334K0.1%2026-Q1
Lifestyle Asset Management, Inc. added17,263$331K0.1%2026-Q1
EnRich Financial Partners LLC added17,244$330K0.1%2026-Q1
Atria Investments, Inc added16,954$325K0.1%2026-Q1
Invst, LLC new15,971$306K0.1%2026-Q1
COOKSON PEIRCE & CO INC15,800$303K0.1%2026-Q1
Cambridge Investment Research Advisors, Inc. new15,569$298K0.1%2026-Q1
Advyzon Investment Management, LLC trimmed15,462$296K0.1%2026-Q1
ROTHSCHILD INVESTMENT LLC trimmed15,000$287K0.1%2026-Q1
IAMS WEALTH MANAGEMENT, LLC14,662$281K0.1%2026-Q1
FLAGSTAR ADVISORS INC added14,595$280K0.1%2026-Q1
Beaumont Financial Advisors, LLC added14,588$280K0.1%2026-Q1
MERCER GLOBAL ADVISORS INC /ADV added14,078$270K0.1%2026-Q1
Hunting Hill Global Capital, LLC added505,015$16M3.4%2025-Q3 stale
Shelter Rock Management, LLC new96,442$2M0.5%2025-Q4 stale
IronOak Wealth LLC. added76,166$2M0.5%2025-Q2 stale
Empowered Funds, LLC new70,412$2M0.5%2025-Q3 stale
RPO LLC69,644$2M0.5%2025-Q3 stale
OLD MISSION CAPITAL LLC added69,613$2M0.5%2025-Q3 stale
MGB Wealth Management, LLC added66,637$2M0.5%2025-Q3 stale
Proficio Capital Partners LLC new52,650$2M0.4%2025-Q3 stale
INDEPENDENT FINANCIAL GROUP, LLC39,000$1M0.3%2025-Q3 stale
FLOW TRADERS U.S. LLC trimmed40,171$993K0.2%2025-Q4 stale
CW Advisors, LLC added31,474$959K0.2%2025-Q2 stale
HORIZON KINETICS ASSET MANAGEMENT LLC30,520$930K0.2%2025-Q2 stale
FAS Wealth Partners, Inc. trimmed32,279$798K0.2%2025-Q4 stale
StoneX Group Inc. trimmed24,540$794K0.2%2025-Q3 stale
SIH Partners, LLLP new25,333$772K0.2%2025-Q2 stale
Castleview Partners, LLC new31,767$740K0.2%2025-Q1 stale
Summit Financial, LLC added24,545$607K0.1%2025-Q4 stale
CWC Advisors, LLC. added21,625$535K0.1%2025-Q4 stale
New Harbor Financial Group, LLC new19,408$452K0.1%2025-Q1 stale
Strait & Sound Wealth Management LLC new17,320$428K0.1%2025-Q4 stale
Trek Financial, LLC trimmed16,734$414K0.1%2025-Q4 stale
Main Street Financial Solutions, LLC trimmed15,814$391K0.1%2025-Q4 stale
CITADEL ADVISORS LLC trimmed15,453$382K0.1%2025-Q4 stale
Balentine LLC11,622$376K0.1%2025-Q3 stale
Allie Family Office LLC11,412$369K0.1%2025-Q3 stale
Elyxium Wealth, LLC new14,791$366K0.1%2025-Q4 stale
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV new14,718$364K0.1%2025-Q4 stale
IMC-Chicago, LLC added11,402$347K0.1%2025-Q2 stale
Valmark Advisers, Inc.9,921$321K0.1%2025-Q3 stale
Maridea Wealth Management LLC new8,686$272K0.1%2025-Q3 stale

Ownership over time

Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.

HoldersTotal shares

Reading this table

Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.

About 13F filings

A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.

Learn how to read institutional ownership