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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 29 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
IBITAckerman Capital Advisors, LLCCIK 00016995062026-Q22026-06-3026,613.00$885,947SharesSOLE2026-07-30
IBITWalser Wealth Management Company, A Ltd Liability CoCIK 00021122802026-Q22026-06-3026,563.00$884,282SharesSOLE2026-07-24
IBITJoel Isaacson & Co., LLCCIK 00015993302026-Q22026-06-3026,496.00$882,052SharesSOLE2026-08-04
IBITCentennial Bank/AR/CIK 00019947442026-Q22026-06-3026,405.00$879,022SharesSOLE2026-08-10
IBITHeritage Family Offices, LLPCIK 00020193162026-Q22026-06-3026,359.00$877,491SharesSOLE2026-07-29
IBITPacific Excel Wealth Advisors, Inc.CIK 00021108842026-Q22026-06-3026,359.00$877,491SharesSOLE2026-07-06
IBITSterling Investment Advisors, Ltd.CIK 00017011322026-Q22026-06-3026,314.00$875,993SharesSOLE2026-07-28
IBITJefferies Financial Group Inc.CIK 0000096223 · Discretion may be shared with another manager2026-Q22026-06-3026,196.00$872,065SharesDFND · Shared discretion2026-08-17
IBITTolleson Wealth Management, Inc.CIK 0001772937 · Discretion may be shared with another manager2026-Q22026-06-3026,065.00$867,704SharesDFND · Shared discretion2026-08-13
IBITAdvyzon Investment Management, LLCCIK 00020118722026-Q22026-06-3026,034.00$866,672SharesSOLE2026-08-14
IBITMirador Capital Partners LPCIK 00016334462026-Q22026-06-3025,855.00$860,713SharesSOLE2026-07-07
IBITWORLD EQUITY GROUP, INC.CIK 00008787702026-Q22026-06-3025,780.00$858,215SharesSOLE2026-07-09
IBITCapital Advisor Network LLCCIK 00021310472026-Q22026-06-3025,612.00$852,623SharesSOLE2026-08-13
IBITHoward Capital Management Group, LLCCIK 00018605012026-Q22026-06-3025,515.00$849,394SharesSOLE2026-07-16
IBITUBS Group AGCIK 0001610520 · Discretion may be shared with another manager2026-Q22026-06-3025,500.00$848,895SharesDFND · Shared discretion2026-08-13
IBITCassia Capital Partners, LLCCIK 00018448972026-Q22026-06-3025,499.00$848,862SharesSOLE2026-07-30
IBITSVB WEALTH LLCCIK 00016261162026-Q22026-06-3025,466.00$847,763SharesSOLE2026-07-17
IBITUnited Advisor Group, LLCCIK 00020048732026-Q22026-06-3025,452.00$847,297SharesSOLE2026-07-29
IBITBIP Wealth, LLCCIK 00015902142026-Q22026-06-3025,429.00$846,522SharesSOLE2026-08-03
IBITDiscipline Wealth Solutions, LLCCIK 00020105072026-Q22026-06-3025,387.00$845,133SharesSOLE2026-07-21
IBITBTG Pactual Asset Management US LLCCIK 00015695792026-Q22026-06-3025,340.00$843,569SharesSOLE2026-08-14
IBITExit Wealth Advisors, LLC.CIK 00020827442026-Q22026-06-3025,160.00$837,576SharesSOLE2026-08-11
IBITCSS LLC/ILCIK 00011036462026-Q22026-06-3025,100.00$835,579PutSOLE2026-08-14
IBITSummit Trail Advisors, LLCCIK 00016984782026-Q22026-06-3025,027.00$833,154SharesSOLE2026-08-11
IBITCaprock Group, LLCCIK 00016107692026-Q22026-06-3025,000.00$832,250SharesSOLE2026-07-27