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FBTC · 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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849 matching records · Page 11 of 34

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
FBTCKFG WEALTH MANAGEMENT, LLCCIK 00019193442026-Q22026-06-3014,372.00$733,675SharesSOLE2026-07-22
FBTCNational Wealth Management Group, LLCCIK 00019777232026-Q22026-06-3014,286.00$729,300SharesSOLE2026-07-14
FBTCAncora Advisors LLCCIK 0001446114 · Discretion may be shared with another manager2026-Q22026-06-3014,145.00$722,094SharesSOLE · Shared discretion2026-08-14
FBTCFive Pine Wealth ManagementCIK 00020418072026-Q22026-06-3013,984.00$713,893SharesSOLE2026-08-13
FBTCCOMMERCE BANKCIK 0001009076 · Discretion may be shared with another manager2026-Q22026-06-3013,959.00$712,606SharesSOLE · Shared discretion2026-08-12
FBTCUpper Left Wealth Management, LLCCIK 00019112282026-Q22026-06-3013,774.00$703,163SharesSOLE2026-07-14
FBTCSunesis Advisors, LLCCIK 00017482692026-Q22026-06-3013,761.00$702,499SharesSOLE2026-07-10
FBTCFalcon Wealth PlanningCIK 00018398502026-Q22026-06-3013,502.00$689,256SharesSOLE2026-07-13
FBTCDiversify Advisory Services, LLCCIK 00020212322026-Q22026-06-3012,194.00$689,075SharesSOLE2026-08-10
FBTCDIVERSIFY WEALTH MANAGEMENT, LLCCIK 00020307802026-Q22026-06-3012,194.00$689,075SharesSOLE2026-07-30
FBTCMeridian Wealth Management, LLCCIK 00016973002026-Q22026-06-3013,449.00$686,571SharesSOLE2026-08-05
FBTCLarson Financial Group LLCCIK 00017310612026-Q22026-06-3013,300.00$678,949SharesSOLE2026-08-14
FBTCCitizens National Bank Trust DepartmentCIK 00018064252026-Q22026-06-3013,055.00$666,458SharesSOLE2026-07-22
FBTCBogart Wealth, LLCCIK 00017157402026-Q22026-06-3012,839.00$655,447SharesSOLE2026-07-24
FBTCANGELES WEALTH MANAGEMENT, LLCCIK 00019291702026-Q22026-06-3012,827.00$654,818SharesSOLE2026-07-28
FBTCEAGLE GLOBAL ADVISORS LLCCIK 00011307872026-Q22026-06-3012,800.00$653,440SharesSOLE2026-07-30
FBTCWhitaker-Myers Wealth Managers, LTD.CIK 00019738492026-Q22026-06-3012,732.00$649,969SharesSOLE2026-07-09
FBTCEagle Strategies LLCCIK 00019076662026-Q22026-06-3012,699.00$648,284SharesSOLE2026-07-21
FBTCBauman Advisory Group, LLCCIK 00021118022026-Q22026-06-3012,632.00$644,864SharesSOLE2026-08-04
FBTCCuri Capital, LLCCIK 0001332905 · Discretion may be shared with another manager2026-Q22026-06-3012,620.00$644,251SharesOTR · Shared discretion2026-08-14
FBTCRochester Wealth Strategies, LLCCIK 0001958456 · As-filed summary totals differ from the information table2026-Q22026-06-3012,616.00$644,047SharesSOLE2026-07-22
FBTCPure Financial Advisors, LLCCIK 00015715562026-Q22026-06-3012,606.00$643,536SharesSOLE2026-08-17
FBTCWiser Wealth Management, IncCIK 00015732632026-Q22026-06-3012,580.00$642,201SharesSOLE2026-07-14
FBTCTCW GROUP INCCIK 0000850401 · Discretion may be shared with another manager2026-Q22026-06-3012,553.00$640,831SharesDFND · Shared discretion2026-08-03
FBTCDAYMARK WEALTH PARTNERS, LLCCIK 00019568242026-Q22026-06-3012,497.00$637,960SharesSOLE2026-07-31