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
2,046 matching records · Page 22 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.
| Fund | Reporting manager | Quarter | Reported quantity | Reported value USD | Position / discretion | SEC filing |
|---|---|---|---|---|---|---|
| IBIT | KMG FIDUCIARY PARTNERS, LLCCIK 0001773205 | 2026-Q22026-06-30 | 47,628.00 | $1,585,536 | SharesSOLE | 2026-07-09 |
| IBIT | PLANNING ALTERNATIVES LTD /ADVCIK 0000712011 | 2026-Q22026-06-30 | 47,435.00 | $1,579,112 | SharesSOLE | 2026-08-12 |
| IBIT | INDEPENDENT FINANCIAL GROUP, LLCCIK 0000275484 | 2026-Q22026-06-30 | 46,652.00 | $1,553,044 | SharesSOLE | 2026-07-15 |
| IBIT | Federation des caisses Desjardins du QuebecCIK 0002022297 · Discretion may be shared with another manager | 2026-Q22026-06-30 | 46,636.00 | $1,552,512 | SharesDFND · Shared discretion | 2026-08-14 |
| IBIT | Key Client Fiduciary Advisors, LLCCIK 0001912612 | 2026-Q22026-06-30 | 46,632.00 | $1,552,379 | SharesSOLE | 2026-07-09 |
| IBIT | MUSTICO FINANCIAL GROUP, INC.CIK 0002034361 | 2026-Q22026-06-30 | 42,846.00 | $1,549,806 | SharesSOLE | 2026-08-11 |
| IBIT | BLUE SQUARE ASSET MANAGEMENT, LLCCIK 0001769578 | 2026-Q22026-06-30 | 46,534.00 | $1,549,117 | SharesSOLE | 2026-07-14 |
| IBIT | Avior Wealth Management, LLCCIK 0001599868 | 2026-Q22026-06-30 | 46,471.00 | $1,547,036 | SharesSOLE | 2026-07-07 |
| IBIT | FORTRESS PRIVATE LEDGER, LLCCIK 0001718251 | 2026-Q22026-06-30 | 45,584.00 | $1,517,491 | SharesSOLE | 2026-08-07 |
| IBIT | Modern Wealth Management, LLCCIK 0002001900 | 2026-Q22026-06-30 | 45,553.00 | $1,516,459 | SharesSOLE | 2026-08-14 |
| IBIT | DWM Financial Group, Inc.CIK 0001759545 | 2026-Q22026-06-30 | 30,443.00 | $1,511,495 | SharesSOLE | 2026-08-14 |
| IBIT | Gould Capital, LLCCIK 0001908965 | 2026-Q22026-06-30 | 44,962.00 | $1,496,785 | SharesSOLE | 2026-08-07 |
| IBIT | Aptus Capital Advisors, LLCCIK 0001664193 | 2026-Q22026-06-30 | 44,915.00 | $1,495,220 | SharesSOLE | 2026-08-12 |
| IBIT | Boreal Capital Management LLCCIK 0002080094 · As-filed summary totals differ from the information table | 2026-Q22026-06-30 | 44,780.00 | $1,490,726 | SharesSOLE | 2026-08-13 |
| IBIT | Vontobel Holding Ltd.CIK 0001588340 · Discretion may be shared with another manager | 2026-Q22026-06-30 | 44,719.00 | $1,488,696 | SharesDFND · Shared discretion | 2026-08-03 |
| IBIT | ABOUND FINANCIAL, LLCCIK 0002024264 | 2026-Q22026-06-30 | 44,632.00 | $1,485,802 | SharesSOLE | 2026-08-14 |
| IBIT | HCR Wealth AdvisorsCIK 0001697715 | 2026-Q22026-06-30 | 44,571.00 | $1,483,768 | SharesSOLE | 2026-07-13 |
| IBIT | MBL Wealth, LLCCIK 0001845785 | 2026-Q22026-06-30 | 44,260.00 | $1,473,416 | SharesSOLE | 2026-07-15 |
| IBIT | Cassaday & Co Wealth Management LLCCIK 0001963612 | 2026-Q22026-06-30 | 43,741.00 | $1,456,138 | SharesSOLE | 2026-08-10 |
| IBIT | ADVISORTRUST PARTNERS, LLCCIK 0002115523 | 2026-Q22026-06-30 | 43,714.00 | $1,455,239 | SharesSOLE | 2026-08-10 |
| IBIT | Arkadios Wealth AdvisorsCIK 0001800798 | 2026-Q22026-06-30 | 43,347.00 | $1,443,031 | SharesSOLE | 2026-08-10 |
| IBIT | Empower Advisory Group, LLCCIK 0001978885 | 2026-Q22026-06-30 | 43,154.00 | $1,436,597 | SharesSOLE | 2026-08-12 |
| IBIT | Aljian Capital Management, LLCCIK 0001731260 | 2026-Q22026-06-30 | 43,131.00 | $1,435,831 | SharesSOLE | 2026-08-07 |
| IBIT | Sage Mountain Advisors LLCCIK 0001832274 | 2026-Q22026-06-30 | 42,325.00 | $1,409,016 | SharesSOLE | 2026-08-05 |
| IBIT | Belpointe Asset Management LLCCIK 0001721242 | 2026-Q22026-06-30 | 42,281.00 | $1,407,535 | SharesSOLE | 2026-07-31 |