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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 31 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
IBITClientfirst Wealth Management, LLCCIK 00019154942026-Q22026-06-3022,417.00$746,262SharesSOLE2026-07-30
IBITIcon Wealth Advisors, LLCCIK 00019632122026-Q22026-06-3022,359.00$744,315SharesSOLE2026-08-05
IBITVANCE WEALTH, LLCCIK 00019108542026-Q22026-06-3022,274.00$741,496SharesSOLE2026-08-14
IBITCornerstone Wealth Management, LLCCIK 00016741172026-Q22026-06-3022,162.00$737,777SharesSOLE2026-07-22
IBITWealthPlan Investment Management, LLCCIK 00019299862026-Q22026-06-3022,017.00$732,946SharesSOLE2026-07-28
IBITBlackRock, Inc.CIK 0002012383 · Discretion may be shared with another manager2026-Q22026-06-3022,000.00$732,380CallSOLE · Shared discretion2026-08-07
IBITMigdal Insurance & Financial Holdings Ltd.CIK 0001415912 · Discretion may be shared with another manager2026-Q22026-06-3018,937.00$727,560SharesDFND · Shared discretion2026-08-10
IBITHeritage Investment Group, Inc.CIK 00018768112026-Q22026-06-3021,828.00$726,654SharesSOLE2026-07-29
IBITWEALTH ALLIANCE, LLCCIK 0001793904 · Discretion may be shared with another manager2026-Q22026-06-3021,758.00$724,317SharesDFND · Shared discretion2026-08-11
IBITGruss & Co., LLCCIK 00011037382026-Q22026-06-3021,700.00$722,393SharesSOLE2026-08-05
IBITTENET WEALTH PARTNERS, LLCCIK 00021492092026-Q22026-06-3019,630.00$721,795SharesSOLE2026-08-07
IBITHilltop National BankCIK 0002021658 · Discretion may be shared with another manager2026-Q22026-06-3021,589.00$718,698SharesDFND · Shared discretion2026-07-02
IBITWESCAP Management Group, Inc.CIK 00016671402026-Q22026-06-3021,485.00$715,236SharesSOLE2026-08-11
IBITAscent Wealth Partners, LLCCIK 00015468652026-Q22026-06-3021,336.00$710,275SharesSOLE2026-07-31
IBITOSAIC HOLDINGS, INC.CIK 0001677044 · Discretion may be shared with another manager2026-Q22026-06-3021,327.00$709,982SharesSOLE · Shared discretion2026-08-14
IBITCenturion Wealth Management LLCCIK 00019513682026-Q22026-06-3021,314.00$709,530SharesSOLE2026-07-09
IBITColter Lewis Investment Partners LLCCIK 00021079022026-Q22026-06-3021,300.00$709,077SharesSOLE2026-08-14
IBITGATEWAY INVESTMENT ADVISERS LLCCIK 00011146182026-Q22026-06-3021,282.00$708,478SharesSOLE2026-07-20
IBITSTIFEL FINANCIAL CORPCIK 0000720672 · Discretion may be shared with another manager2026-Q22026-06-3021,238.00$707,019SharesDFND · Shared discretion2026-08-12
IBITInternational Private Wealth Advisors LLCCIK 00020226372026-Q22026-06-3021,191.00$705,432SharesSOLE2026-08-07
IBITCompagnie Lombard Odier SCmACIK 0001615423 · Discretion may be shared with another manager2026-Q22026-06-3021,187.00$705,315SharesDFND · Shared discretion2026-07-29
IBITFORBES J M & CO LLPCIK 00010675322026-Q22026-06-3021,180.00$705,082SharesSOLE2026-07-20
IBITCustos Family Office, LLCCIK 00019044232026-Q22026-06-3021,143.00$703,850SharesSOLE2026-08-19
IBITBlueChip Wealth Advisors LLCCIK 00020155782026-Q22026-06-3021,138.00$703,685SharesSOLE2026-07-30
IBITTurn8 Private Wealth Inc.CIK 00020700262026-Q22026-06-3021,120.00$703,085SharesSOLE2026-08-03