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Disclosery

HODL VANECK BITCOIN ETF

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SHS (fund), issuer CIK 1838028

82 managers (82 13F filers) reported a position in HODL shares at 2024-12-31, 2,642,085 shares in all. 33 filers opened a position and 7 filers sold out during the quarter.

Managers
82
13F filers
82
New
33
Added
28
Reduced
9
Sold out
7
Shares held by filers
2,642,085

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP1,085,335$115M0.15%+5613F-HRTimelineGroup
BOOTHBAY FUND MANAGEMENT, LLC300,000$31.7M0.97%-31,55913F-HRTimeline
Hunting Hill Global Capital, LLC293,988$31.1M13.95%new13F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC161,137$17M0.14%+6,35713F-HRTimelineGroup
Berger Financial Group, Inc101,398$10.7M0.74%+1,53213F-HRTimeline
NEOS Investment Management LLC94,762$10M0.24%new13F-HRTimeline
Cambria Investment Management, L.P.73,218$7.74M0.47%-4,27413F-HRTimeline
SYON CAPITAL LLC73,092$7.73M0.7%new13F-HRTimeline
AVALON CAPITAL MANAGEMENT62,735$6.63M2.14%new13F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC55,855$5.9M0.12%+7,49613F-HRTimelineGroup
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP38,574$4.08M<0.01%new13F-HRTimelineGroup
Farringdon Capital, Ltd.19,835$2.1M0.87%13F-HRTimeline
IronOak Wealth LLC.18,876$2M2.23%13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC17,482$1.85M0.01%+4,05913F-HRTimelineGroup
RPO LLC12,861$1.36M1.77%013F-HRTimeline
CW Advisors, LLC12,318$1.3M0.02%new13F-HRTimeline
Sterling Financial Group, Inc.10,875$1.15M0.43%+2,74513F-HRTimeline
Advyzon Investment Management, LLC9,545$1.01M0.39%13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC9,340$987K<0.01%+3,07513F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management8,928$944K0.01%+1,61213F-HRTimelineGroup
Visionary Wealth Advisors8,563$905K0.05%+88313F-HRTimeline
Q Fund Management (Hong Kong) Ltd8,000$846K0.89%13F-HRTimeline
FAS Wealth Partners, Inc.7,875$832K0.07%+3,12213F-HRTimeline
HORIZON KINETICS ASSET MANAGEMENT LLC7,630$807K0.01%013F-HRTimeline
Main Street Financial Solutions, LLC7,439$786K0.08%-2,51713F-HRTimeline
MADDEN SECURITIES Corp7,292$771K0.31%+6013F-HRTimeline
Samalin Investment Counsel, LLC6,545$692K0.3%+48213F-HRTimeline
Larson Financial Group LLC6,370$673K0.03%+2,87613F-HRTimeline
Firestone Capital Management6,339$670K0.17%+31013F-HRTimeline
Mattson Financial Services, LLC9,246$664K0.21%new13F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC6,100$645K<0.01%new13F-HRTimeline
Trek Financial, LLC5,746$607K0.05%-6,31113F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.5,325$563K0.03%new13F-HR/ATimelineGroup
HighTower Advisors, LLC5,314$562K<0.01%+1,22113F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC6,002$546K0.04%+3,00113F-HRTimelineGroup
Financial Partners Group, Inc4,807$508K0.07%new13F-HRTimeline
EAGLE GLOBAL ADVISORS LLC4,400$465K0.02%new13F-HRTimeline
Lifestyle Asset Management, Inc.4,394$464K0.25%-1,51513F-HRTimeline
Betterment LLC4,075$431K<0.01%+1113F-HRTimeline
Balboa Wealth Partners3,864$408K0.09%new13F-HRTimeline
OneDigital Investment Advisors LLC3,551$375K<0.01%new13F-HRTimeline
ROTHSCHILD INVESTMENT LLC3,500$370K0.02%+50013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV3,417$361K<0.01%013F-HRTimeline
IAMS WEALTH MANAGEMENT, LLC3,191$337K0.15%new13F-HRTimeline
GR FINANCIAL GROUP, LLC3,014$319K0.05%new13F-HRTimeline
IRON Financial LLC2,983$315K0.18%new13F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.2,977$315K0.02%new13F-HRTimelineGroup
Orion Porfolio Solutions, LLC2,749$291K<0.01%new13F-HRTimeline
Orion Portfolio Solutions, LLC2,749$291K<0.01%new13F-HRTimeline
Clare Market Investments LLC2,650$280K0.07%-54513F-HRTimeline
Walleye Capital LLCin group Walleye Capital LLC2,531$268K<0.01%new13F-HRTimelineGroup
Integrated Wealth Concepts LLC2,430$257K<0.01%new13F-HRTimeline
Kingsview Wealth Management, LLC2,310$244K<0.01%new13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…2,246$237K<0.01%-585,34613F-HRTimelineGroup
MML INVESTORS SERVICES, LLC2,223$235K<0.01%new13F-HRTimeline
MAI Capital Management2,102$222K<0.01%new13F-HRTimeline
Ballew Advisors, Inc2,058$218K0.14%new13F-HRTimeline
Sandhill Capital Partners LLC1,989$210K0.02%new13F-HRTimeline
Balentine LLC1,943$205K0.01%new13F-HRTimeline
Parallel Advisors, LLC1,468$155K<0.01%+32613F-HRTimeline
EnRich Financial Partners LLC1,413$149K0.05%+30213F-HRTimeline
AdvisorNet Financial, Inc575$60.8K0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC347$37K<0.01%+22313F-HRTimelineGroup
Avior Wealth Management, LLC350$37K<0.01%+20213F-HRTimeline
Newton One Investments LLC331$35K0.01%new13F-HRTimeline
McIlrath & Eck, LLC257$27.2K<0.01%+21013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…155$16.4K<0.01%+5513F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA147$16K<0.01%-1013F-HRTimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV150$15.9K<0.01%new13F-HRTimeline
Farther Finance Advisors, LLC131$13.9K<0.01%+8113F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…101$10.7K<0.01%013F-HRTimelineGroup
Elequin Capital, LP96$10.1K<0.01%013F-HRTimeline
WR Wealth Planners, LLC88$9.3K<0.01%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management85$8.98K<0.01%new13F-HRTimelineGroup
WOLFF WIESE MAGANA LLC67$7.08K<0.01%+6613F-HRTimeline
Venturi Wealth Management, LLC62$6.55K<0.01%new13F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC61$6.45K<0.01%+1913F-HRTimeline
Steward Partners Investment Advisory, L…50$5.29K<0.01%013F-HRTimeline
Global Retirement Partners, LLC45$4.76K<0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.12$1.27K<0.01%-113F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$74<0.01%+113F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.