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BTCO · 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

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68 matching records · Page 2 of 3

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.

Reported institutional crypto ETF positions
FundReporting managerQuarterReported quantityReported value USDPosition / discretionSEC filing
BTCOGeneos Wealth Management Inc.CIK 00017647542026-Q22026-06-302,574.00$150,322SharesSOLE2026-08-06
BTCOMORGAN STANLEYCIK 0000895421 · Discretion may be shared with another manager2026-Q22026-06-302,040.00$119,136SharesDFND · Shared discretion2026-08-13
BTCOIntegrated Wealth Concepts LLCCIK 00017371092026-Q22026-06-301,759.00$102,726SharesSOLE2026-08-12
BTCOTOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SACIK 00020711702026-Q22026-06-301,690.00$98,696SharesSOLE2026-08-07
BTCOSIMPLEX TRADING, LLCCIK 00014885422026-Q22026-06-301,165.00$68,036SharesSOLE2026-08-12
BTCOAdvisorNet Financial, IncCIK 00014093622026-Q22026-06-301,077.00$62,897SharesSOLE2026-07-23
BTCOFIDUCIARY FINANCIAL ADVISORSCIK 00021161192026-Q22026-06-301,020.00$59,568SharesSOLE2026-08-14
BTCOClearstead Advisors, LLCCIK 0000842775 · Discretion may be shared with another manager2026-Q22026-06-301,000.00$58,400SharesSOLE · Shared discretion2026-08-06
BTCOSynergy Investment Management, LLCCIK 00020537862026-Q22026-06-30962.00$56,181SharesSOLE2026-08-14
BTCONORTHWESTERN MUTUAL WEALTH MANAGEMENT COCIK 0001141802 · Discretion may be shared with another manager2026-Q22026-06-30756.00$44,150SharesDFND · Shared discretion2026-08-12
BTCOTD Waterhouse Canada Inc.CIK 0001999606 · Discretion may be shared with another manager2026-Q22026-06-30600.00$35,040SharesDFND · Shared discretion2026-07-27
BTCOSALEM INVESTMENT COUNSELORS INCCIK 00008844232026-Q22026-06-30402.00$23,477SharesSOLE2026-07-14
BTCONewEdge Advisors, LLCCIK 00016335162026-Q22026-06-30290.00$16,936SharesSOLE2026-08-12
BTCO1620 INVESTMENT ADVISORS, INC.CIK 00019072812026-Q22026-06-30200.00$11,680SharesSOLE2026-07-14
BTCOTHURSTON, SPRINGER, MILLER, HERD & TITAK, INC.CIK 0000319933 · As-filed summary totals differ from the information table2026-Q22026-06-30150.00$8,760SharesSOLE2026-07-08
BTCOIFG Advisory, LLCCIK 00017283192026-Q22026-06-30145.00$8,468SharesSOLE2026-08-14
BTCOJPMORGAN CHASE & COCIK 0000019617 · Discretion may be shared with another manager2026-Q22026-06-30102.00$6,125SharesOTR · Shared discretion2026-08-12
BTCOSIGNATUREFD, LLCCIK 00014560482026-Q22026-06-30100.00$5,840SharesSOLE2026-07-24
BTCOLarson Financial Group LLCCIK 00017310612026-Q22026-06-30100.00$5,840SharesSOLE2026-08-14
BTCOROYAL BANK OF CANADACIK 0001000275 · Discretion may be shared with another manager2026-Q22026-06-3069.00$4,000SharesDFND · Shared discretion2026-08-14
BTCOHARBOUR INVESTMENTS, INC.CIK 00008101212026-Q22026-06-3050.00$2,920SharesSOLE2026-08-12
BTCOTHURSTON, SPRINGER, MILLER, HERD & TITAK, INC.CIK 0000319933 · As-filed summary totals differ from the information table2026-Q22026-06-3045.00$2,628SharesSOLE2026-07-08
BTCOTHURSTON, SPRINGER, MILLER, HERD & TITAK, INC.CIK 0000319933 · As-filed summary totals differ from the information table2026-Q22026-06-3040.00$2,336SharesSOLE2026-07-08
BTCOTower Research Capital LLC (TRC)CIK 0001533421 · Discretion may be shared with another manager2026-Q22026-06-3040.00$2,336SharesOTR · Shared discretion2026-08-11
BTCOWestside Investment Management, Inc.CIK 00015383832026-Q22026-06-3040.00$2,336SharesSOLE2026-07-27