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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 18 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
IBITSALEM INVESTMENT COUNSELORS INCCIK 0000884423 · Discretion may be shared with another manager2026-Q22026-06-3077,000.00$2,563,330SharesSOLE · Shared discretion2026-07-14
IBITSYON CAPITAL LLCCIK 00019993532026-Q22026-06-3075,265.00$2,505,572SharesSOLE2026-08-14
IBITPhraction Management LLCCIK 00019078032026-Q22026-06-3075,200.00$2,503,408SharesSOLE2026-07-20
IBITShay Capital LLCCIK 00017236432026-Q22026-06-3075,000.00$2,496,750CallSOLE2026-08-14
IBITFreestone Capital Holdings, LLCCIK 0001470876 · Discretion may be shared with another manager2026-Q22026-06-3074,624.00$2,484,233SharesDFND · Shared discretion2026-07-31
IBITShade Tree Advisors LLCCIK 00018047852026-Q22026-06-3074,448.00$2,478,375SharesSOLE2026-08-04
IBITUrsa Fund Management, LLCCIK 00016938382026-Q22026-06-3074,400.00$2,476,776SharesSOLE2026-08-14
IBITSecurity National BankCIK 00017197392026-Q22026-06-3074,276.00$2,472,648SharesSOLE2026-07-15
IBITChicago Partners Investment Group LLCCIK 00015635252026-Q22026-06-3067,445.00$2,471,859SharesSOLE2026-07-30
IBITINTEGRAL INVESTMENT ADVISORS, INC.CIK 00019028262026-Q22026-06-3073,248.00$2,438,426SharesSOLE2026-07-07
IBITTranscendent Capital Group LLCCIK 00020137032026-Q22026-06-3073,163.00$2,435,596SharesSOLE2026-08-05
IBITClare Market Investments LLCCIK 00020540982026-Q22026-06-3073,100.00$2,433,499SharesSOLE2026-07-27
IBITTidal Investments LLCCIK 00016000642026-Q22026-06-3073,046.00$2,431,701SharesSOLE2026-08-13
IBITSharkey, Howes & JaverCIK 00016422462026-Q22026-06-3072,376.00$2,409,397SharesSOLE2026-07-09
IBITHoward Capital Management, LLCCIK 00017331732026-Q22026-06-3071,288.00$2,373,178SharesSOLE2026-07-28
IBITVISTA INVESTMENT PARTNERS II, LLCCIK 00020352192026-Q22026-06-3070,761.00$2,355,634SharesSOLE2026-07-21
IBITGerber Kawasaki Wealth & Investment ManagementCIK 00016667362026-Q22026-06-3070,355.00$2,342,133SharesSOLE2026-08-07
IBITBosman Wealth Management, LLCCIK 00020662602026-Q22026-06-3070,275.00$2,339,455SharesSOLE2026-07-28
IBITFamily Manage LLCCIK 00015399472026-Q22026-06-3070,065.00$2,332,464SharesSOLE2026-08-14
IBITSIG BROKERAGE, LPCIK 00010944292026-Q22026-06-3070,000.00$2,330,300PutSOLE2026-08-14
IBITUrsa Fund Management, LLCCIK 00016938382026-Q22026-06-3070,000.00$2,330,300PutSOLE2026-08-14
IBITInstitute for Wealth Management, LLC.CIK 00015339542026-Q22026-06-3069,615.00$2,317,484SharesSOLE2026-07-28
IBITMATAURO, LLCCIK 00020529642026-Q22026-06-3069,508.00$2,313,932SharesSOLE2026-07-21
IBITRed Door Wealth Management, LLCCIK 00017835992026-Q22026-06-3069,488.00$2,313,256SharesSOLE2026-07-13
IBITW.G. Shaheen & Associates DBA Whitney & CoCIK 00015770012026-Q22026-06-3069,483.00$2,313,089SharesSOLE2026-07-28