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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 34 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
IBITWest Financial Advisors, LLCCIK 00018436842026-Q22026-06-3018,800.00$625,852SharesSOLE2026-07-08
IBITCollaborative Capital Advisors LLCCIK 00020972232026-Q22026-06-3018,800.00$625,852SharesSOLE2026-08-14
IBITVICTORY FINANCIAL GROUP, LLCCIK 00020113332026-Q22026-06-3018,736.00$623,721SharesSOLE2026-07-29
IBITWEST MICHIGAN ADVISORS, LLCCIK 00019098792026-Q22026-06-3018,675.00$621,699SharesSOLE2026-08-21
IBITB. Riley Wealth Advisors, Inc.CIK 00014648112026-Q22026-06-3018,140.00$620,026SharesSOLE2026-07-14
IBITSAX WEALTH ADVISORS, LLCCIK 00018461502026-Q22026-06-3016,133.00$619,817SharesSOLE2026-07-09
IBITWealthShield Partners, LLCCIK 00017293032026-Q22026-06-3018,609.00$619,494SharesSOLE2026-08-12
IBITOak Barrel Wealth Advisory LLCCIK 00021163152026-Q22026-06-3018,500.00$615,865SharesSOLE2026-08-07
IBITNORTHEAST INVESTMENT MANAGEMENTCIK 00010822152026-Q22026-06-3018,470.00$614,866SharesSOLE2026-07-16
IBITKagan Cocozza Asset ManagementCIK 00020644892026-Q22026-06-3018,398.00$612,469SharesSOLE2026-08-06
IBITHBK Sorce Advisory LLCCIK 00013799952026-Q22026-06-3016,641.00$611,397SharesSOLE2026-08-06
IBITHERITAGE OAK WEALTH ADVISORS LLCCIK 00020355332026-Q22026-06-3018,365.00$611,371SharesSOLE2026-07-23
IBITAlTi Global, Inc.CIK 0001838615 · Discretion may be shared with another manager2026-Q22026-06-3018,326.00$610,080SharesDFND · Shared discretion2026-08-05
IBITBASSO CAPITAL MANAGEMENT, L.P.CIK 00012879782026-Q22026-06-3018,323.00$609,973SharesSOLE2026-07-27
IBITM&T Bank CorpCIK 0000036270 · Discretion may be shared with another manager; As-filed summary totals differ from the information table2026-Q22026-06-3018,174.00$605,012SharesDFND · Shared discretion2026-08-04
IBITHarfst & Associates, Inc.CIK 00016491472026-Q22026-06-3018,139.00$603,848SharesSOLE2026-07-31
IBITOrin Green Financial, LLCCIK 00018442272026-Q22026-06-3018,139.00$603,847SharesSOLE2026-07-13
IBITIntegrity Wealth Solutions LLCCIK 00020069182026-Q22026-06-3018,079.00$601,850SharesSOLE2026-07-30
IBITApella Capital, LLCCIK 00018015072026-Q22026-06-3016,635.00$601,353SharesSOLE2026-07-08
IBITOLD NATIONAL BANCORP /IN/CIK 00007071792026-Q22026-06-3018,000.00$599,220SharesSOLE2026-07-15
IBITIntesa Sanpaolo S.p.A.CIK 0001374384 · Discretion may be shared with another manager2026-Q22026-06-3018,000.00$599,220CallDFND · Shared discretion2026-07-31
IBITMarex Group LtdCIK 0001997464 · Discretion may be shared with another manager2026-Q22026-06-3018,000.00$599,220CallDFND · Shared discretion2026-08-14
IBITCypress Wealth Services, LLCCIK 00017215272026-Q22026-06-3017,946.00$597,422SharesSOLE2026-07-13
IBITNWAM LLCCIK 00016550062026-Q22026-06-3017,856.00$594,431SharesSOLE2026-07-23
IBITNATIONAL MUTUAL FUNDS MANAGEMENT LTDCIK 00019664402026-Q22026-06-3017,799.00$592,529SharesSOLE2026-08-14