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IBIT · 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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2,046 matching records · Page 15 of 82

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
IBITKINGSWOOD WEALTH ADVISORS, LLCCIK 00019878552026-Q22026-06-30104,150.00$3,467,154SharesSOLE2026-07-27
IBITCapital Wealth Alliance, LLCCIK 00018032772026-Q22026-06-30103,881.00$3,458,198SharesSOLE2026-07-31
IBITAprio Wealth Management, LLCCIK 00018035192026-Q22026-06-30103,602.00$3,448,911SharesSOLE2026-07-24
IBITBANK OF MONTREAL /CAN/CIK 0000927971 · Discretion may be shared with another manager2026-Q22026-06-30103,046.00$3,430,401SharesDFND · Shared discretion2026-08-12
IBITBROWN WEALTH MANAGEMENT, LLCCIK 00019870052026-Q22026-06-30101,356.00$3,374,141SharesSOLE2026-07-20
IBITFocus Partners Advisor Solutions, LLCCIK 0001868872 · Discretion may be shared with another manager2026-Q22026-06-30100,879.00$3,358,263SharesOTR · Shared discretion2026-08-06
IBITBull Oak Capital, LLCCIK 00018242632026-Q22026-06-30100,750.00$3,353,968SharesSOLE2026-08-10
IBITNTV Asset Management LLCCIK 0001284208 · As-filed summary totals differ from the information table2026-Q22026-06-30100,141.00$3,333,694SharesSOLE2026-08-05
IBITBARCLAYS PLCCIK 0000312069 · Discretion may be shared with another manager2026-Q22026-06-30100,000.00$3,329,000PutDFND · Shared discretion2026-08-14
IBITGeoSphere Capital Management, LLCCIK 00014268762026-Q22026-06-30100,000.00$3,329,000PutSOLE2026-08-14
IBITCapula Management LtdCIK 0001557017 · Discretion may be shared with another manager; Filer reports confidential holdings omitted2026-Q22026-06-30100,000.00$3,329,000CallDFND · Shared discretion2026-08-14
IBITJump Financial, LLCCIK 0001831577 · Discretion may be shared with another manager2026-Q22026-06-30100,000.00$3,329,000PutDFND · Shared discretion2026-08-13
IBITAtika Capital Management LLCCIK 00015997312026-Q22026-06-30989.00$3,292,381PutSOLE2026-08-13
IBITSteward Partners Investment Advisory, LLCCIK 00017233972026-Q22026-06-3098,440.00$3,277,077SharesSOLE2026-08-13
IBITAusdal Financial Partners, Inc.CIK 00016671462026-Q22026-06-3098,266.00$3,271,261SharesSOLE2026-08-14
IBITCIBC Bancorp USA Inc.CIK 0001711924 · Discretion may be shared with another manager2026-Q22026-06-3097,602.00$3,249,171PrincipalDFND · Shared discretion2026-08-13
IBITUNITED CAPITAL FINANCIAL ADVISORS, LLCCIK 0001463217 · Discretion may be shared with another manager; As-filed summary totals differ from the information table2026-Q22026-06-3097,431.00$3,234,201SharesDFND · Shared discretion2026-08-17
IBITFiduciary Alliance LLCCIK 00019548052026-Q22026-06-3096,903.00$3,225,901SharesSOLE2026-07-20
IBITHB Wealth Management, LLCCIK 00019112532026-Q22026-06-3096,744.00$3,220,616SharesSOLE2026-07-29
IBITSageworth Trust CoCIK 00014826882026-Q22026-06-3096,589.00$3,215,448SharesSOLE2026-07-28
IBITNEUBERGER BERMAN GROUP LLCCIK 0001465109 · Discretion may be shared with another manager2026-Q22026-06-3096,563.00$3,214,584SharesDFND · Shared discretion2026-08-13
IBITGradient Investments LLCCIK 00015422652026-Q22026-06-3094,782.00$3,155,293SharesSOLE2026-07-08
IBITWorld Investment AdvisorsCIK 00016525942026-Q22026-06-3085,151.00$3,139,095SharesSOLE2026-08-14
IBITPROATHLETE WEALTH MANAGEMENT LLCCIK 00020120652026-Q22026-06-3094,143.00$3,133,154SharesSOLE2026-07-21
IBITRound Rock Advisors LLCCIK 00018469912026-Q22026-06-3093,841.00$3,123,967SharesSOLE2026-08-12