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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 37 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
IBITTraynor Capital Management, Inc.CIK 00016667862026-Q22026-06-3015,679.00$521,943SharesSOLE2026-07-22
IBITSound View Wealth Advisors Group, LLCCIK 00017847772026-Q22026-06-3015,617.00$519,890SharesSOLE2026-08-11
IBITWilmington Savings Fund Society, FSBCIK 0000900974 · Discretion may be shared with another manager2026-Q22026-06-3015,510.00$516,328SharesDFND · Shared discretion2026-07-28
IBITForum Financial Management, LPCIK 00019118322026-Q22026-06-3015,415.00$513,166SharesSOLE2026-07-23
IBITNational Wealth Management Group, LLCCIK 00019777232026-Q22026-06-3015,393.00$512,433SharesSOLE2026-07-14
IBITLAZARI CAPITAL MANAGEMENT, INC.CIK 00019863892026-Q22026-06-3015,375.00$511,848SharesSOLE2026-07-23
IBITNewCorp Financial Services, Inc.CIK 00021104532026-Q22026-06-3015,336.00$510,535SharesSOLE2026-08-03
IBITLuxor Capital Group, LPCIK 00013165802026-Q22026-06-3015,300.00$509,337SharesSOLE2026-08-14
IBITBEACON FINANCIAL GROUPCIK 00015913792026-Q22026-06-3015,276.00$508,538SharesSOLE2026-07-16
IBITKastel Capital Advisors, LLCCIK 00021116632026-Q22026-06-3013,145.00$505,031SharesSOLE2026-07-09
IBITWHITTIER TRUST COCIK 00011378812026-Q22026-06-3013,880.00$501,346SharesSOLE2026-07-28
IBITTempo Wealth, LLCCIK 00021120052026-Q22026-06-3015,042.00$500,736SharesSOLE2026-07-27
IBITFortitude Financial, LLCCIK 00020661052026-Q22026-06-3015,004.00$499,483SharesSOLE2026-07-09
IBITMirabaud & Cie SACIK 0001869685 · As-filed summary totals differ from the information table2026-Q22026-06-3015,000.00$499,350SharesSOLE2026-07-08
IBITDAYMARK WEALTH PARTNERS, LLCCIK 00019568242026-Q22026-06-3014,971.00$498,385SharesSOLE2026-07-31
IBITVestmark Advisory Solutions, Inc.CIK 0001736982 · Discretion may be shared with another manager2026-Q22026-06-3014,940.00$497,353SharesOTR · Shared discretion2026-08-14
IBITPURSUE WEALTH PARTNERS LLCCIK 00019110912026-Q22026-06-3014,919.00$496,654SharesSOLE2026-08-07
IBITBEARING POINT CAPITAL, LLCCIK 00020529162026-Q22026-06-3014,900.00$496,021SharesSOLE2026-08-11
IBITSmartleaf Asset Management LLCCIK 00020103932026-Q22026-06-3014,503.00$495,713SharesSOLE2026-08-12
IBITLWM Advisory Services, LLCCIK 00016977162026-Q22026-06-3014,875.00$495,189SharesSOLE2026-08-03
IBITCAPITAL ADVISORS INC/OKCIK 00008608282026-Q22026-06-3014,758.00$491,294SharesSOLE2026-07-23
IBITCAP Partners, LLCCIK 00020068702026-Q22026-06-3014,758.00$491,294SharesSOLE2026-07-30
IBITENCOMPASS WEALTH ADVISORS, LLCCIK 00018496142026-Q22026-06-3014,734.00$490,483SharesSOLE2026-07-21
IBITNORDEN GROUP LLCCIK 00019906992026-Q22026-06-3014,730.00$490,362SharesSOLE2026-07-29
IBITCHIRON CAPITAL MANAGEMENT, LLCCIK 00018309222026-Q22026-06-3014,654.00$487,832SharesSOLE2026-07-21