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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 36 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
IBITSound Financial Strategies Group, LLCCIK 00018006202026-Q22026-06-3016,935.00$563,766SharesSOLE2026-08-10
IBITArcher Investment Management, LLCCIK 00020528682026-Q22026-06-3016,904.00$562,732SharesSOLE2026-07-07
IBITWealth Watch Advisors, INCCIK 00020405152026-Q22026-06-3016,651.00$554,312SharesSOLE2026-08-14
IBITLBMC INVESTMENT ADVISORS, LLCCIK 00015369242026-Q22026-06-3016,620.00$553,280SharesSOLE2026-08-10
IBITWestern Wealth Management, LLCCIK 00017679022026-Q22026-06-3016,594.00$552,420SharesSOLE2026-08-14
IBITRidgewood Investments LLCCIK 00017035562026-Q22026-06-3016,581.00$551,981SharesSOLE2026-08-03
IBITAcorn Wealth Advisors, LLCCIK 00017306102026-Q22026-06-3016,506.00$549,485SharesSOLE2026-07-30
IBITEPG Wealth Management LLCCIK 00018030582026-Q22026-06-3016,408.00$546,222SharesSOLE2026-07-28
IBITDIVERSIFIED TRUST COCIK 00014798442026-Q22026-06-3016,386.00$545,489SharesSOLE2026-07-17
IBITSloy Dahl & Holst, LLCCIK 00016902952026-Q22026-06-3016,368.00$544,892SharesSOLE2026-08-13
IBITLanding Point Financial Group, LLCCIK 00020259642026-Q22026-06-3016,318.00$543,226SharesSOLE2026-08-06
IBITVERUS CAPITAL PARTNERS, LLCCIK 00017968742026-Q22026-06-3016,258.00$541,232SharesSOLE2026-08-06
IBITAtlas Private Wealth AdvisorsCIK 00018142342026-Q22026-06-3016,225.00$540,136SharesSOLE2026-07-28
IBITKingsbury Capital Investment Advisors LLCCIK 00019273152026-Q22026-06-3016,197.00$539,198SharesSOLE2026-08-25
IBITKMT WEALTH MANAGEMENT, LLCCIK 00020582352026-Q22026-06-3016,197.00$539,198SharesSOLE2026-08-05
IBITCHILTON CAPITAL MANAGEMENT LLCCIK 00010568592026-Q22026-06-3016,152.00$537,701SharesSOLE2026-08-04
IBITBEESE FULMER INVESTMENT MANAGEMENT, INC.CIK 00009112742026-Q22026-06-3016,110.00$536,302SharesSOLE2026-07-29
IBITCresset Asset Management, LLCCIK 00017610132026-Q22026-06-3016,100.00$535,969CallSOLE2026-08-14
IBITPinnacle Financial Partners, Inc.CIK 0002082866 · Discretion may be shared with another manager2026-Q22026-06-3016,082.00$535,369SharesDFND · Shared discretion2026-08-14
IBITEARNED WEALTH ADVISORS, LLCCIK 00019056632026-Q22026-06-3015,990.00$532,307SharesSOLE2026-08-14
IBITNan Fung Group Holdings LtdCIK 0001782539 · Discretion may be shared with another manager2026-Q22026-06-3015,968.00$531,575SharesDFND · Shared discretion2026-08-13
IBITHighPoint Advisor Group LLCCIK 0001616034 · As-filed summary totals differ from the information table2026-Q22026-06-3015,959.00$531,279SharesSOLE2026-08-05
IBITPATTEN & PATTEN INC/TNCIK 00010449052026-Q22026-06-3015,907.00$529,544SharesSOLE2026-08-05
IBITRangeley Capital, LLCCIK 00015177962026-Q22026-06-3015,800.00$525,982CallSOLE2026-08-14
IBITModera Wealth Management, LLCCIK 00015421432026-Q22026-06-3015,721.00$523,364SharesSOLE2026-08-03