Skip to content
Disclosery

HODL VANECK BITCOIN ETF

Follow

SHS (fund), issuer CIK 1838028

111 managers (111 13F filers) reported a position in HODL shares at 2025-06-30, 12,584,677 shares in all. 32 filers opened a position and 12 filers sold out during the quarter.

Managers
111
13F filers
111
New
32
Added
42
Reduced
15
Sold out
12
Shares held by filers
12,584,677

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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 CORP3,943,484$120M0.14%-767,85613F-HRTimelineGroup
NEOS Investment Management LLC2,892,274$88.1M1.09%+1,571,26413F-HRTimeline
Tidal Investments LLCin group Tidal Investments LLC637,078$19.4M0.13%+84,46513F-HRTimelineGroup
Berger Financial Group, Inc621,856$18.9M1.23%+40,79513F-HRTimeline
Hunting Hill Global Capital, LLC399,089$12.2M6.57%new13F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC347,908$10.6M0.19%+43,89213F-HRTimelineGroup
Cambria Investment Management, L.P.323,964$9.87M0.67%+17,86713F-HRTimeline
NewEdge Advisors, LLC255,928$7.8M0.04%+126,48313F-HRTimeline
AVALON CAPITAL MANAGEMENT249,365$7.6M2.04%+2,92713F-HRTimeline
Simplify Asset Management Inc.248,616$7.58M0.46%+127,13613F-HRTimeline
Trek Financial, LLC225,160$6.86M0.46%new13F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP180,605$5.5M<0.01%+39,63013F-HRTimelineGroup
Farringdon Capital, Ltd.151,441$4.61M1.55%+40,35413F-HRTimeline
FLOW TRADERS U.S. LLC146,661$4.47M0.16%+124,08313F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…141,845$4.32M0.01%-30,44313F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC114,638$3.49M0.01%+20,95113F-HRTimelineGroup
RENAISSANCE TECHNOLOGIES LLC98,900$3.01M<0.01%+55,80013F-HRTimeline
SYON CAPITAL LLC76,524$2.33M0.15%-513,01213F-HRTimeline
IronOak Wealth LLC.76,166$2.32M2.26%13F-HRTimeline
MEITAV INVESTMENT HOUSE LTDin group MEITAV INVESTMENT HOUSE LTD72,311$2.2M0.03%+28,91413F-HRTimelineGroup
RPO LLC69,644$2.12M4.95%+18,20013F-HRTimeline
Mattson Financial Services, LLC62,076$1.89M0.51%+5,06913F-HRTimeline
Advisory Services Network, LLC53,390$1.76M0.03%new13F-HRTimeline
OLD MISSION CAPITAL LLC50,480$1.54M0.04%new13F-HRTimeline
Visionary Wealth Advisors47,547$1.45M0.07%+8,90113F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/42,418$1.29M<0.01%new13F-HRTimelineGroup
Chicago Partners Investment Group LLC38,081$1.28M0.04%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC39,807$1.21M<0.01%+96013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC39,000$1.19M0.03%new13F-HRTimeline
Steward Partners Investment Advisory, L…37,016$1.13M0.01%+36,81613F-HRTimeline
MGB Wealth Management, LLC33,932$1.03M0.34%new13F-HRTimeline
FAS Wealth Partners, Inc.33,616$1.02M0.08%013F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.33,220$1.01M0.05%+8,43713F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management32,722$997K0.01%-3,80713F-HRTimelineGroup
Q Fund Management (Hong Kong) Ltd32,000$975K0.54%013F-HRTimeline
CW Advisors, LLC31,474$959K0.01%+11,44313F-HRTimeline
HORIZON KINETICS ASSET MANAGEMENT LLC30,520$930K0.01%013F-HRTimeline
Firestone Capital Management28,183$859K0.2%+2,82713F-HRTimeline
Samalin Investment Counsel, LLC27,372$834K0.32%-91013F-HRTimeline
SIH Partners, LLLPin group SIH Partners, LLLP25,333$772K0.07%new13F-HRTimelineGroup
MML INVESTORS SERVICES, LLC23,536$717K<0.01%+7,70413F-HRTimeline
Main Street Financial Solutions, LLC23,183$706K0.05%-1,68513F-HRTimeline
FRG Family Wealth Advisors LLC22,914$698K0.12%-95213F-HRTimeline
CWC Advisors, LLC.22,877$697K0.36%+4,66113F-HRTimeline
Accurate Wealth Management, LLC21,571$693K0.11%+11,24113F-HRTimeline
IRON Financial LLC22,355$681K0.36%+10,40113F-HRTimeline
HighTower Advisors, LLC22,129$674K<0.01%-113F-HRTimeline
Larson Financial Group LLC21,536$656K0.03%013F-HRTimeline
MADDEN SECURITIES Corp21,380$651K0.22%+20013F-HRTimeline
ROTHSCHILD INVESTMENT LLC20,000$609K0.04%+6,00013F-HRTimeline
Financial Partners Group, Inc18,740$571K0.08%-1,24913F-HRTimeline
EAGLE GLOBAL ADVISORS LLC17,600$536K0.02%013F-HRTimeline
Advyzon Investment Management, LLC17,299$527K0.12%-17,87913F-HRTimeline
Betterment LLC16,392$499K<0.01%+3613F-HRTimeline
IAMS WEALTH MANAGEMENT, LLC16,364$499K0.23%+21513F-HRTimeline
OneDigital Investment Advisors LLC16,132$492K0.01%013F-HRTimeline
COOKSON PEIRCE & CO INC15,800$481K0.02%new13F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV13,774$420K<0.01%-11013F-HRTimeline
Lifestyle Asset Management, Inc.12,680$386K0.18%013F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC12,004$366K0.04%013F-HRTimelineGroup
KRAEMATON INVESTMENT ADVISORS, INC11,763$358K0.34%+94513F-HRTimeline
Balentine LLC11,622$354K0.01%+1,65213F-HRTimeline
Allie Family Office LLC11,412$348K0.17%new13F-HRTimeline
IMC-Chicago, LLC11,402$347K0.01%new13F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.10,552$322K0.02%+1,56013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.13,734$322K<0.01%+13,64413F-HR/ATimelineGroup
Sanctuary Advisors, LLC10,379$316K<0.01%new13F-HRTimeline
Orion Porfolio Solutions, LLC10,332$315K<0.01%-16813F-HR/ATimeline
Valmark Advisers, Inc.9,921$302K<0.01%new13F-HRTimeline
Integrated Wealth Concepts LLC9,464$288K<0.01%+21413F-HRTimeline
Waterloo Capital, L.P.8,614$262K0.02%new13F-HRTimeline
Ballew Advisors, Inc8,232$255K0.15%new13F-HRTimeline
Sandhill Capital Partners LLC7,956$242K0.02%new13F-HRTimeline
Almanack Investment Partners, LLC.7,463$227K0.04%new13F-HRTimeline
Kingsview Wealth Management, LLC7,433$226K<0.01%new13F-HRTimeline
HRT FINANCIAL LP7,252$220K<0.01%new13F-HRTimeline
Fisher Asset Management, LLC7,088$216K<0.01%-4,75213F-HRTimeline
LPL Financial LLC6,904$210K<0.01%new13F-HRTimeline
MMA ASSET MANAGEMENT LLC6,892$210K0.08%new13F-HRTimeline
Parallel Advisors, LLC6,650$203K<0.01%+77513F-HRTimeline
Strategic Wealth Partners, Ltd.5,581$170K0.01%13F-HRTimeline
MAI Capital Management4,516$138K<0.01%+4013F-HRTimeline
S.A. Mason LLC3,215$98K0.05%+11013F-HRTimeline
CWM, LLCin group CWM, LLC2,609$79K<0.01%+1813F-HRTimelineGroup
CLEAR INVESTMENT RESEARCH, LLC1,887$57.5K0.07%new13F-HRTimeline
AdvisorNet Financial, Inc1,500$45.7K<0.01%-40013F-HRTimeline
Newton One Investments LLC1,324$40.3K0.01%013F-HRTimeline
Scarborough Advisors, LLC1,235$37.6K0.01%new13F-HRTimeline
Farther Finance Advisors, LLC925$28.2K<0.01%+40013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…913$27.8K<0.01%+59313F-HRTimelineGroup
McIlrath & Eck, LLC908$27.7K<0.01%013F-HRTimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…777$24K<0.01%new13F-HRTimelineGroup
Global Retirement Partners, LLC687$20.9K<0.01%13F-HRTimeline
Copia Wealth Management512$15.6K0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management480$14.6K<0.01%013F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…404$12.3K<0.01%013F-HRTimelineGroup
Elequin Capital, LP384$11.7K<0.01%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA360$11K<0.01%new13F-HR/ATimelineGroup
Kiker Wealth Management, LLC284$8.65K<0.01%013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…280$8.53K<0.01%new13F-HRTimelineGroup
WOLFF WIESE MAGANA LLC269$8.2K0.01%+113F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC264$8.04K<0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…145$4.42K<0.01%new13F-HRTimeline
Cape Investment Advisory, Inc.100$3.05K<0.01%new13F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.74$2.25K<0.01%-23413F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC28$853<0.01%new13F-HRTimelineGroup
Strategic Investment Solutions, Inc. /IL16$488<0.01%013F-HRTimeline
Mid-American Wealth Advisory Group, Inc.15$457<0.01%new13F-HRTimeline
IFP Advisors, Inc8$244<0.01%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2$60<0.01%013F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.