your badges 52W Range $16–$36 38% of range Analyst Rating · Price Target · P/E · ROE -17.4% Net Profit Margin ·

HODL Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range

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Price $23.84
ROE -17.4%
52W Range $16–$36

HODL Stock Price Chart Daily OHLCV with technical indicators — pan, zoom, and customize your view

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Stock splits 1
Ex-date Split Type
Feb. 14, 2025 4-for-1 Forward

10-Year Performance Revenue, net income, margins and EPS trends

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Valuation & Ratios 07–12

Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?

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value · ≈ 5Y avg · industry median · verdict relative to median

Full Fundamentals All metrics by year — income statement, balance sheet, cash flow

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Income Statement 2
Metric Trend 20252024
Operating Expenses $3M$1M
Net Income $-194M$419M
Balance Sheet 5
Metric Trend 20252024
Cash & Equivalents $0$0
Total Assets $1.39B$1.28B
Total Liabilities $7M$0
Stockholders' Equity $1.16B$861M
Shares Outstanding ·48,500,000
Profitability 2
Metric Trend 20252024
ROA -14.5%·
ROE -17.4%·
Valuation (TTM) 1
Metric Trend 20252024
Net Income TTM $-194M$419M

Most recent period on the left · null values shown as ·

Financial Statements Income statement, balance sheet, cash flow — annual, last 5 years

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Metric 2025-12-312024-12-312023-12-31
Net Income $-194M $419M ·

Institutional owners (13F) 134 filers · $514.5M total · As of June 30, 2026

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Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.

Holders 134
Value held $514.5M
New positions 19
Exited positions 21
Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
19 (-10 vs prior Q) 21 (-2 vs prior Q) 44 (+1 vs prior Q) 33 (-2 vs prior Q) +8.1M

Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.

Institution Value Shares % of tracked 13F Type
VAN ECK ASSOCIATES CORP $245,839,129 14,800,670 47.78% Shares
NEOS Investment Management LLC $87,735,864 5,282,111 17.05% Shares
Toroso Investments, LLC $33,071,726 1,337,312 6.43% Shares
Bouchey Financial Group, Ltd. $16,338,062 983,628 3.18% Shares
Gradient Investments LLC $15,320,632 922,374 2.98% Shares
Berger Financial Group, Inc $13,767,166 828,848 2.68% Shares
JANE STREET GROUP, LLC $12,188,135 733,783 2.37% Shares
ASSETMARK, INC $11,561,723 696,070 2.25% Shares
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $6,155,500 370,590 1.20% Shares
Farringdon Capital, Ltd. $4,924,035 296,450 0.96% Shares
Simplify Asset Management Inc. $4,392,132 264,427 0.85% Shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP $4,316,158 259,853 0.84% Shares
Steward Partners Investment Advisory, LLC $4,086,342 246,017 0.79% Shares
Heck Capital Advisors, LLC $3,888,388 202,943 0.76% Shares
MEITAV INVESTMENT HOUSE LTD $3,669,564 220,925 0.71% Shares
Quadrature Capital Ltd $3,605,184 217,049 0.70% Shares
FIRST TRUST ADVISORS LP $2,973,704 179,031 0.58% Shares
Mattson Financial Services, LLC $2,409,106 132,660 0.47% Shares
IronOak Wealth LLC. $2,320,778 76,166 0.45% Shares
Qube Research & Technologies Ltd $1,974,730 118,888 0.38% Shares
Chicago Partners Investment Group LLC $1,947,206 106,259 0.38% Shares
Addison Capital Co $1,903,406 114,594 0.37% Shares
RENAISSANCE TECHNOLOGIES LLC $1,514,832 91,200 0.29% Shares
Darwin Wealth Management, LLC $1,429,988 86,092 0.28% Shares
AXXCESS WEALTH MANAGEMENT, LLC $1,429,988 86,092 0.28% Shares
Sanctuary Advisors, LLC $1,119,239 67,383 0.22% Shares
Hilltop Holdings Inc. $1,059,020 63,758 0.21% Shares
Accurate Wealth Management, LLC $964,739 53,363 0.19% Shares
Congress Wealth Management LLC / DE / $959,011 31,474 0.19% Shares
Ascent Advisors, LLC $943,773 55,647 0.18% Shares
COMMONWEALTH EQUITY SERVICES, LLC $816,450 49,154 0.16% Shares
MML INVESTORS SERVICES, LLC $813,508 48,977 0.16% Shares
BANK OF AMERICA CORP /DE/ $704,563 42,418 0.14% Shares
Brookstone Capital Management $658,902 39,669 0.13% Shares
Mason & Associates Inc $641,757 38,637 0.12% Shares
EAGLE GLOBAL ADVISORS LLC $637,824 38,400 0.12% Shares
Cambria Investment Management, L.P. $626,031 37,690 0.12% Shares
Archer Investment Management, LLC $624,420 37,593 0.12% Shares
Syntegra Private Wealth Group, LLC $610,451 36,752 0.12% Shares
FAS Wealth Partners, Inc. $563,369 33,917 0.11% Shares
AVALON CAPITAL MANAGEMENT $560,023 33,716 0.11% Shares
HighTower Advisors, LLC $532,816 32,078 0.10% Shares
Avidian Wealth Enterprises, LLC $461,777 27,801 0.09% Shares
Csenge Advisory Group $444,982 26,790 0.09% Shares
TWIN FOCUS CAPITAL PARTNERS, LLC $428,040 25,770 0.08% Shares
Samalin Investment Counsel, LLC $427,324 25,727 0.08% Shares
IRON Financial LLC $423,639 25,505 0.08% Shares
FRG Family Wealth Advisors LLC $405,579 21,168 0.08% Shares
Banco BTG Pactual S.A. $383,442 23,085 0.07% Shares
FIRST FOUNDATION ADVISORS $383,375 23,081 0.07% Shares

Show all 134 institutional owners →

ETF ownership Held by 4 ETFs

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Weight reflects direct equity holdings (N-PORT) only; leveraged or derivative-based funds may hold additional swap exposure not shown.

Fund Weight Units As of Source
BCCC · Global X Funds 8.38% 41,150 NS July 31, 2026 N-PORT
BLOX · Tidal Trust II 7.07% 1,130,863 NS July 31, 2026 N-PORT
TRTY · Cambria ETF Trust 0.34% 27,207 NS July 31, 2026 N-PORT
GAA · Cambria ETF Trust 0.26% 10,463 NS July 31, 2026 N-PORT

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Source: SEC 10-Q filed Aug 13, 2026