HODL · Institutional ETF holdings
Browse managers’ reported crypto ETF shares in SEC Form 13F archives. Compare disclosure dates, reporting quarters and position types.
SEC Form 13F datasets · Snapshot checked 2026-10-14 20:36 UTC · Archive period: 2026-06-01 to 2026-08-31 · Bundled source snapshot
148 matching records · Page 4 of 6
Filings in the source archive: 2026-06-01 through 2026-08-31. Late reports and amendments can describe earlier quarters.
Reported positions from this SEC filing archive only. Filing windows differ from holdings quarter ends. Late filings, later amendments, confidential positions and managers without a 13F report may be absent. Shared discretion can duplicate exposure across managers. Put and call positions are separate from direct shares. Values are as filed, not current market values.
1 filing could not be classified reliably; 3 matching positions were excluded.
Some as-filed summary totals differ from their information tables. Valid position rows remain included and show a source discrepancy note.
| Fund | Reporting manager | Quarter | Reported quantity | Reported value USD | Position / discretion | SEC filing |
|---|---|---|---|---|---|---|
| HODL | Hippocratic Financial Advisors, LLCCIK 0002055803 | 2026-Q22026-06-30 | 12,856.00 | $213,538 | SharesSOLE | 2026-08-03 |
| HODL | Rede Wealth, LLCCIK 0001842054 | 2026-Q22026-06-30 | 12,793.00 | $212,492 | SharesSOLE | 2026-08-03 |
| HODL | Bank of New York Mellon CorpCIK 0001390777 · Discretion may be shared with another manager | 2026-Q22026-06-30 | 12,191.00 | $202,493 | SharesDFND · Shared discretion | 2026-08-06 |
| HODL | Synergy Asset Management, LLCCIK 0001699080 · Discretion may be shared with another manager | 2026-Q22026-06-30 | 12,004.00 | $199,386 | SharesSOLE · Shared discretion | 2026-07-22 |
| HODL | CIBC Bancorp USA Inc.CIK 0001711924 · Discretion may be shared with another manager | 2026-Q22026-06-30 | 11,067.00 | $183,823 | PrincipalDFND · Shared discretion | 2026-08-13 |
| HODL | Evercore Wealth Management, LLCCIK 0001482689 · Discretion may be shared with another manager | 2026-Q22026-06-30 | 11,000.00 | $182,710 | SharesOTR · Shared discretion | 2026-08-14 |
| HODL | Maridea Wealth Management LLCCIK 0002056245 | 2026-Q22026-06-30 | 10,733.00 | $178,275 | SharesSOLE | 2026-08-06 |
| HODL | COMPASS FINANCIAL MANAGEMENT LLCCIK 0002148724 | 2026-Q22026-06-30 | 10,332.00 | $175,707 | SharesSOLE | 2026-08-12 |
| HODL | Brown Financial AdvisorsCIK 0002035548 | 2026-Q22026-06-30 | 10,437.00 | $173,359 | SharesSOLE | 2026-08-26 |
| HODL | PENNSYLVANIA CAPITAL MANAGEMENT INC /ADVCIK 0001004140 | 2026-Q22026-06-30 | 10,295.00 | $171,000 | SharesSOLE | 2026-07-24 |
| HODL | Almanack Investment Partners, LLC.CIK 0001680613 | 2026-Q22026-06-30 | 10,034.00 | $166,665 | SharesSOLE | 2026-07-30 |
| HODL | Meridian Wealth Management, LLCCIK 0001697300 | 2026-Q22026-06-30 | 10,030.00 | $166,598 | SharesSOLE | 2026-08-05 |
| HODL | Pioneer Family Office, LLCCIK 0002135110 | 2026-Q22026-06-30 | 8,000.00 | $132,880 | SharesSOLE | 2026-07-28 |
| HODL | TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SACIK 0002071170 | 2026-Q22026-06-30 | 6,630.00 | $110,124 | SharesSOLE | 2026-08-07 |
| HODL | ROTHSCHILD INVESTMENT LLCCIK 0000085338 | 2026-Q22026-06-30 | 5,000.00 | $83,050 | SharesSOLE | 2026-08-06 |
| HODL | FIRST FOUNDATION ADVISORSCIK 0001086763 · Discretion may be shared with another manager | 2026-Q22026-06-30 | 4,600.00 | $76,406 | SharesDFND · Shared discretion | 2026-08-14 |
| HODL | Strategic Wealth Partners, Ltd.CIK 0001720777 | 2026-Q22026-06-30 | 3,990.00 | $66,274 | SharesSOLE | 2026-08-12 |
| HODL | Wilkerson Advisory Group LLCCIK 0002079661 | 2026-Q22026-06-30 | 2,951.00 | $49,016 | SharesSOLE | 2026-07-21 |
| HODL | Turim 21 Investimentos Ltda.CIK 0001652174 | 2026-Q22026-06-30 | 2,708.00 | $44,980 | SharesSOLE | 2026-08-10 |
| HODL | UBS Group AGCIK 0001610520 · Discretion may be shared with another manager | 2026-Q22026-06-30 | 2,486.00 | $41,292 | SharesDFND · Shared discretion | 2026-08-13 |
| HODL | Farther Finance Advisors, LLCCIK 0001992825 | 2026-Q22026-06-30 | 2,325.00 | $38,616 | SharesSOLE | 2026-07-17 |
| HODL | Ritter Daniher Financial Advisory LLC / DECIK 0001936603 | 2026-Q22026-06-30 | 2,208.00 | $36,675 | SharesSOLE | 2026-07-14 |
| HODL | Bogart Wealth, LLCCIK 0001715740 | 2026-Q22026-06-30 | 2,057.00 | $34,167 | SharesSOLE | 2026-07-24 |
| HODL | Truvestments Capital LLCCIK 0001750405 | 2026-Q22026-06-30 | 1,957.00 | $32,506 | SharesSOLE | 2026-08-12 |
| HODL | Cape Investment Advisory, Inc.CIK 0001944437 · Discretion may be shared with another manager | 2026-Q22026-06-30 | 1,364.00 | $22,656 | SharesDFND · Shared discretion | 2026-07-23 |