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VanEck Bitcoin ETF (HODL) Institutional Ownership

VanEck Bitcoin ETF logo
$18.15 -0.18 (-0.98%)
As of 07/24/2026 04:10 PM Eastern

Institutional Ownership Changes (13F Filings) for VanEck Bitcoin ETF (BATS:HODL)

Number of
Institutional Buyers
(last 12 months)
110
Total
Institutional Inflows
(last 12 months)
$307.33M
Number of
Institutional Sellers
(last 12 months)
32
Total
Institutional Outflows
(last 12 months)
$33.88M
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HODL Institutional Buying and Selling by Quarter

VanEck Bitcoin ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/10/2026 Regent Peak Wealth Advisors LLC13,762$229K0.0%N/A0.025%
7/10/2026 Paladin Wealth LLC17,540$291K0.2%+52.1%0.032%
7/9/2026 Tactive Advisors LLC16,628$276K0.1%N/A0.030%
7/8/2026 Gradient Investments LLC922,374$15.32M0.2%+47.6%1.666%
7/8/2026 Archer Investment Management LLC37,593$624K0.2%+237.3%0.068%
6/10/2026FAS Wealth Partners Inc.33,917$650K0.0%+5.1%0.061%
6/3/2026Parallel Advisors LLC2,903$56K0.0%-58.3%0.005%
6/3/2026NewEdge Advisors LLC20,553$394K0.0%-59.0%0.037%
5/19/2026NewEdge Advisors LLC20,553$394K0.0%-59.0%0.037%
5/18/2026Evercore Wealth Management LLC11,000$211K0.0%N/A0.020%
5/14/2026Renaissance Technologies LLC38,800$743K0.0%-75.6%0.070%
5/13/2026First Trust Advisors LP216,749$4.15M0.0%-1.7%0.391%
5/8/2026 Wilkerson Advisory Group LLC2,951$57K0.0%+112.5%0.005%
5/7/2026Parallel Advisors LLC2,903$56K0.0%-58.3%0.005%
5/6/2026Assetmark Inc.626,385$12.00M0.0%+3.6%1.131%
5/5/2026Bank of New York Mellon Corp24,405$468K0.0%N/A0.044%
5/5/2026Harel Insurance Investments & Financial Services Ltd.19,603$376K0.0%+44.3%0.035%
5/5/2026Sanctuary Advisors LLC57,070$1.09M0.0%-3.2%0.103%
5/4/2026Chicago Partners Investment Group LLC88,654$1.70M0.0%+18.8%0.160%
5/1/2026 Darwin Wealth Management LLC78,380$1.50M0.5%N/A0.142%
4/30/2026 Mason & Associates Inc37,425$704K0.1%N/A0.068%
4/29/2026Addison Capital Co125,192$2.40M0.4%+12.6%0.226%
4/29/2026 Meitav Investment House Ltd.167,062$3.20M0.0%+45.0%0.302%
4/28/2026Berger Financial Group Inc858,524$16.45M0.9%+26.0%1.550%
4/27/2026 Simplify Asset Management Inc.209,151$4.01M0.1%+8.4%0.378%
4/27/2026 IRON Financial LLC24,679$473K0.2%+6.1%0.045%
4/23/2026 Flagstar Advisors Inc.14,595$280K0.1%+52.7%0.026%
4/23/2026 Apollon Wealth Management LLC24,385$467K0.0%+6.4%0.044%
4/17/2026 Brookstone Capital Management40,776$781K0.0%-40.4%0.074%
4/16/2026 Paladin Wealth LLC11,531$221K0.2%N/A0.021%
2/18/2026FAS Wealth Partners Inc.32,279$798K0.1%-13.8%0.050%
2/18/2026NewEdge Advisors LLC50,106$1.24M0.0%-83.5%0.078%
2/18/2026Main Street Financial Solutions LLC15,814$391K0.0%-19.2%0.025%
2/17/2026Stansberry Asset Management LLC92,877$2.30M0.2%+43.5%0.144%
2/17/2026Osaic Holdings Inc.11,761$291K0.0%-81.1%0.018%
2/17/2026Twin Focus Capital Partners LLC28,925$715K0.1%-9.4%0.045%
2/16/2026Towarzystwo Funduszy Inwestycyjnych PZU SA3,580$89K0.0%+79.9%0.006%
2/16/2026MML Investors Services LLC120,598$2.98M0.0%+223.4%0.187%
2/13/2026Kestra Advisory Services LLC3,115$77K0.0%N/A0.005%
2/13/2026Visionary Wealth Advisors46,558$1.15M0.1%+15.1%0.072%
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2/13/2026Advyzon Investment Management LLC16,319$404K0.0%-3.9%0.025%
2/13/2026 Wilkerson Advisory Group LLC1,389$34K0.0%N/A0.002%
2/13/2026First Trust Advisors LP220,458$5.45M0.0%+7.7%0.343%
2/13/2026Integrated Wealth Concepts LLC8,300$205K0.0%-12.3%0.013%
2/13/2026Van ECK Associates Corp5,036,226$124.55M0.1%+22.4%7.830%
2/13/2026Wells Fargo & Company MN1,001$25K0.0%+100,000.0%0.002%
2/13/2026Summit Financial LLC24,545$607K0.0%+25.6%0.038%
2/12/2026Jane Street Group LLC1,042,305$25.78M0.0%+4,372.1%1.620%
2/12/2026Orion Porfolio Solutions LLC10,292$255K0.0%-16.3%0.016%
2/12/2026Renaissance Technologies LLC159,100$3.94M0.0%+76.6%0.247%
2/12/2026Steward Partners Investment Advisory LLC122,148$3.02M0.0%+43.3%0.190%
2/12/2026CIBC Private Wealth Group LLC8,975$222K0.0%+1,463.6%0.014%
2/12/2026Bank of Montreal Can10,000$247K0.0%N/A0.016%
2/12/2026Mattson Financial Services LLC87,277$2.16M0.5%+18.9%0.136%
2/11/2026 Avalon Capital Management182,839$4.52M1.1%-26.5%0.284%
2/10/2026Cibc World Market Inc.10,400$257K0.0%+24.3%0.016%
2/10/2026 Syntegra Private Wealth Group LLC36,752$909K0.1%N/A0.057%
2/10/2026Waterloo Capital L.P.10,581$262K0.0%-21.9%0.016%
2/10/2026Rothschild Investment LLC22,000$544K0.0%+29.4%0.034%
2/10/2026Northwestern Mutual Wealth Management Co.230,420$5.70M0.0%N/A0.358%
2/9/2026Kingsview Wealth Management LLC9,452$234K0.0%+26.8%0.015%
2/9/2026 Simplify Asset Management Inc.192,930$4.77M0.1%-17.9%0.300%
2/9/2026 Shelter Rock Management LLC96,442$2.39M2.4%N/A0.150%
2/6/2026Larson Financial Group LLC31,369$776K0.0%-32.9%0.049%
2/6/2026HighTower Advisors LLC32,245$797K0.0%+17.0%0.050%
2/5/2026Elyxium Wealth LLC14,791$366K0.0%N/A0.023%
2/4/2026Meridian Wealth Management LLC10,330$255K0.0%N/A0.016%
2/4/2026Trek Financial LLC16,734$414K0.0%-92.9%0.026%
2/4/2026Strait & Sound Wealth Management LLC17,320$428K0.2%N/A0.027%
2/3/2026 Financial Partners Group Inc20,470$485K0.1%-8.8%0.032%
2/3/2026Harel Insurance Investments & Financial Services Ltd.13,585$336K0.0%+172.4%0.021%
2/2/2026Addison Capital Co111,158$2.75M0.7%N/A0.173%
1/30/2026Bogart Wealth LLC1,687$42K0.0%N/A0.003%
1/30/2026SOL Capital Management CO10,650$263K0.0%N/A0.017%
1/30/2026Samalin Investment Counsel LLC24,479$605K0.2%+2.2%0.038%
1/29/2026Sanctuary Advisors LLC58,928$1.46M0.0%+112.9%0.092%
1/29/2026Almanack Investment Partners LLC.39,736$983K0.2%+158.3%0.062%
1/28/2026EnRich Financial Partners LLC17,196$425K0.1%+96.6%0.027%
1/28/2026Chicago Partners Investment Group LLC74,613$1.89M0.0%+14.5%0.116%
1/28/2026Eagle Global Advisors LLC30,500$754K0.0%+25.5%0.047%
1/27/2026Berger Financial Group Inc681,155$16.85M1.0%+5.7%1.059%
1/26/2026 CWC Advisors LLC.21,625$535K0.3%+5.7%0.034%
1/26/2026Pennsylvania Capital Management Inc. ADV14,718$364K0.1%N/A0.023%
1/26/2026 Iams Wealth Management LLC14,662$363K0.1%-10.4%0.023%
1/23/2026 Farther Finance Advisors LLC3,348$83K0.0%+15.5%0.005%
1/23/2026Optima Capital LLC7,276$180K0.1%N/A0.011%
1/23/2026Assetmark Inc.604,349$14.95M0.0%+87.7%0.940%
1/23/2026Rede Wealth LLC14,299$354K0.1%N/A0.022%
1/22/2026 Apollon Wealth Management LLC22,915$567K0.0%N/A0.036%
1/21/2026Kraematon Investment Advisors Inc.18,253$451K0.4%+21.4%0.028%
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1/20/2026Stratos Wealth Partners LTD.37,680$932K0.0%N/A0.059%
1/16/2026Bouchey Financial Group Ltd686,899$16.99M1.3%N/A1.068%
1/16/2026 Heck Capital Advisors LLC188,024$4.65M0.3%-2.9%0.292%
1/16/2026Beaumont Financial Advisors LLC14,308$354K0.0%N/A0.022%
1/15/2026 Highline Wealth Partners LLC2,500$62K0.0%N/A0.004%
1/15/2026 Brookstone Capital Management68,363$1.69M0.0%+33.9%0.106%
1/14/2026 Accurate Wealth Management LLC30,829$787K0.1%-3.3%0.048%
1/13/2026 Synergy Asset Management LLC12,004$297K0.0%-66.7%0.019%
1/13/2026Norden Group LLC27,050$669K0.1%N/A0.042%
1/8/2026 Gradient Investments LLC555,448$13.74M0.2%+24.3%0.864%


HODL Institutional Ownership - Frequently Asked Questions

During the previous two years, 151 institutional investors and hedge funds held shares of VanEck Bitcoin ETF. The most heavily invested institutionals were NEOS Investment Management LLC ($195.27M), Van ECK Associates Corp ($124.55M), Boothbay Fund Management LLC ($31.71M), Jane Street Group LLC ($25.78M), Bouchey Financial Group Ltd ($16.99M), Berger Financial Group Inc ($16.45M), and Hunting Hill Global Capital LLC ($16.35M).Learn more on VanEck Bitcoin ETF's institutional investors.

Of the 147 institutional investors that purchased VanEck Bitcoin ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: NEOS Investment Management LLC ($3.23M), Jane Street Group LLC ($1.20M), Van ECK Associates Corp ($1.09M), Gradient Investments LLC ($804.70K), Hunting Hill Global Capital LLC ($799.00K), Berger Financial Group Inc ($758.66K), and Bouchey Financial Group Ltd ($686.90K).

Institutional investors have bought a total of 10,927,466 shares in the last 24 months. This purchase volume represents approximately $307.33M in transactions.

Of the 32 institutional investors that sold VanEck Bitcoin ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: NewEdge Advisors LLC ($312.28K), Trek Financial LLC ($218.58K), Tidal Investments LLC ($170.62K), Renaissance Technologies LLC ($120.30K), Susquehanna International Group LLP ($108.83K), Avalon Capital Management ($66.53K), and Simplify Asset Management Inc. ($55.69K).

Institutional investors have sold a total of 1,301,172 shares in the last 24 months. This volume of shares sold represents approximately $33.88M in transactions.



This page (BATS:HODL) was last updated on 7/25/2026 by MarketBeat.com Staff.
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