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 38 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
IBITFIRST FOUNDATION ADVISORSCIK 00010867632026-Q22026-06-3014,603.00$486,134SharesSOLE2026-08-14
IBITOctavia Wealth Advisors, LLCCIK 00018412592026-Q22026-06-3014,591.00$485,734SharesSOLE2026-07-14
IBITRossby Financial, LCCCIK 00020565102026-Q22026-06-3014,529.00$483,671SharesSOLE2026-08-04
IBITJAMISON PRIVATE WEALTH MANAGEMENT, INC.CIK 00020066372026-Q22026-06-3014,513.00$483,138SharesSOLE2026-07-16
IBITBLUEFIN CAPITAL MANAGEMENT, LLCCIK 00011442082026-Q22026-06-3014,500.00$482,705SharesSOLE2026-08-14
IBITComposition Wealth, LLCCIK 00015858592026-Q22026-06-3014,469.00$481,678SharesSOLE2026-07-22
IBITHBW ADVISORY SERVICES LLCCIK 00017905252026-Q22026-06-3014,450.00$481,041SharesSOLE2026-07-16
IBITAdvance Capital Management, Inc.CIK 00015360292026-Q22026-06-3014,419.00$480,009SharesSOLE2026-08-13
IBITClear Creek Financial Management, LLCCIK 00017842352026-Q22026-06-3014,341.00$477,412SharesSOLE2026-07-28
IBITSendero Wealth Management, LLCCIK 0001639375 · Discretion may be shared with another manager2026-Q22026-06-3014,340.00$477,379SharesSOLE · Shared discretion2026-08-04
IBITPinnacle Financial Partners, Inc.CIK 0002082866 · Discretion may be shared with another manager2026-Q22026-06-3014,323.00$476,813SharesDFND · Shared discretion2026-08-14
IBITInsight Advisors, LLC/ PACIK 00018448802026-Q22026-06-3014,258.00$474,649SharesSOLE2026-08-05
IBITSage Investment Advisers LLCCIK 00019254182026-Q22026-06-3014,250.00$474,383SharesSOLE2026-07-09
IBITUMB Bank, n.a.CIK 0000933429 · Discretion may be shared with another manager; Filer reports confidential holdings omitted2026-Q22026-06-3014,227.00$473,617SharesDFND · Shared discretion2026-08-13
IBITPallas Capital Advisors LLCCIK 00018622822026-Q22026-06-3014,197.00$472,617SharesSOLE2026-08-07
IBITHARBOR INVESTMENT ADVISORY, LLCCIK 00014687922026-Q22026-06-3014,193.00$472,485SharesSOLE2026-07-07
IBITW ADVISORS, LLCCIK 00019299072026-Q22026-06-3014,157.00$471,287SharesSOLE2026-07-31
IBITCFM WEALTH PARTNERS LLCCIK 00018010972026-Q22026-06-3014,144.00$470,854SharesSOLE2026-08-07
IBITSTRATEGIC ADVISORY PARTNERS, LLCCIK 00021143442026-Q22026-06-3014,144.00$470,854SharesSOLE2026-08-10
IBITPENNSYLVANIA CAPITAL MANAGEMENT INC /ADVCIK 00010041402026-Q22026-06-3014,138.00$470,658SharesSOLE2026-07-24
IBITEwing Morris & Co. Investment Partners Ltd.CIK 00018468382026-Q22026-06-3014,111.00$469,755SharesSOLE2026-08-14
IBITROYAL BANK OF CANADACIK 0001000275 · Discretion may be shared with another manager2026-Q22026-06-3014,090.00$469,000SharesDFND · Shared discretion2026-08-14
IBITNuveen, LLCCIK 0001871926 · Discretion may be shared with another manager2026-Q22026-06-3014,068.00$468,315SharesDFND · Shared discretion2026-08-11
IBITOnyx Bridge Wealth Group LLCCIK 00018194762026-Q22026-06-3013,939.00$464,029SharesSOLE2026-07-23
IBITPrinciple Wealth Partners LLCCIK 00017434132026-Q22026-06-3013,903.00$462,827SharesSOLE2026-08-07