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
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.
| Fund | Reporting manager | Quarter | Reported quantity | Reported value USD | Position / discretion | SEC filing |
|---|---|---|---|---|---|---|
| IBIT | FIRST FOUNDATION ADVISORSCIK 0001086763 | 2026-Q22026-06-30 | 14,603.00 | $486,134 | SharesSOLE | 2026-08-14 |
| IBIT | Octavia Wealth Advisors, LLCCIK 0001841259 | 2026-Q22026-06-30 | 14,591.00 | $485,734 | SharesSOLE | 2026-07-14 |
| IBIT | Rossby Financial, LCCCIK 0002056510 | 2026-Q22026-06-30 | 14,529.00 | $483,671 | SharesSOLE | 2026-08-04 |
| IBIT | JAMISON PRIVATE WEALTH MANAGEMENT, INC.CIK 0002006637 | 2026-Q22026-06-30 | 14,513.00 | $483,138 | SharesSOLE | 2026-07-16 |
| IBIT | BLUEFIN CAPITAL MANAGEMENT, LLCCIK 0001144208 | 2026-Q22026-06-30 | 14,500.00 | $482,705 | SharesSOLE | 2026-08-14 |
| IBIT | Composition Wealth, LLCCIK 0001585859 | 2026-Q22026-06-30 | 14,469.00 | $481,678 | SharesSOLE | 2026-07-22 |
| IBIT | HBW ADVISORY SERVICES LLCCIK 0001790525 | 2026-Q22026-06-30 | 14,450.00 | $481,041 | SharesSOLE | 2026-07-16 |
| IBIT | Advance Capital Management, Inc.CIK 0001536029 | 2026-Q22026-06-30 | 14,419.00 | $480,009 | SharesSOLE | 2026-08-13 |
| IBIT | Clear Creek Financial Management, LLCCIK 0001784235 | 2026-Q22026-06-30 | 14,341.00 | $477,412 | SharesSOLE | 2026-07-28 |
| IBIT | Sendero Wealth Management, LLCCIK 0001639375 · Discretion may be shared with another manager | 2026-Q22026-06-30 | 14,340.00 | $477,379 | SharesSOLE · Shared discretion | 2026-08-04 |
| IBIT | Pinnacle Financial Partners, Inc.CIK 0002082866 · Discretion may be shared with another manager | 2026-Q22026-06-30 | 14,323.00 | $476,813 | SharesDFND · Shared discretion | 2026-08-14 |
| IBIT | Insight Advisors, LLC/ PACIK 0001844880 | 2026-Q22026-06-30 | 14,258.00 | $474,649 | SharesSOLE | 2026-08-05 |
| IBIT | Sage Investment Advisers LLCCIK 0001925418 | 2026-Q22026-06-30 | 14,250.00 | $474,383 | SharesSOLE | 2026-07-09 |
| IBIT | UMB Bank, n.a.CIK 0000933429 · Discretion may be shared with another manager; Filer reports confidential holdings omitted | 2026-Q22026-06-30 | 14,227.00 | $473,617 | SharesDFND · Shared discretion | 2026-08-13 |
| IBIT | Pallas Capital Advisors LLCCIK 0001862282 | 2026-Q22026-06-30 | 14,197.00 | $472,617 | SharesSOLE | 2026-08-07 |
| IBIT | HARBOR INVESTMENT ADVISORY, LLCCIK 0001468792 | 2026-Q22026-06-30 | 14,193.00 | $472,485 | SharesSOLE | 2026-07-07 |
| IBIT | W ADVISORS, LLCCIK 0001929907 | 2026-Q22026-06-30 | 14,157.00 | $471,287 | SharesSOLE | 2026-07-31 |
| IBIT | CFM WEALTH PARTNERS LLCCIK 0001801097 | 2026-Q22026-06-30 | 14,144.00 | $470,854 | SharesSOLE | 2026-08-07 |
| IBIT | STRATEGIC ADVISORY PARTNERS, LLCCIK 0002114344 | 2026-Q22026-06-30 | 14,144.00 | $470,854 | SharesSOLE | 2026-08-10 |
| IBIT | PENNSYLVANIA CAPITAL MANAGEMENT INC /ADVCIK 0001004140 | 2026-Q22026-06-30 | 14,138.00 | $470,658 | SharesSOLE | 2026-07-24 |
| IBIT | Ewing Morris & Co. Investment Partners Ltd.CIK 0001846838 | 2026-Q22026-06-30 | 14,111.00 | $469,755 | SharesSOLE | 2026-08-14 |
| IBIT | ROYAL BANK OF CANADACIK 0001000275 · Discretion may be shared with another manager | 2026-Q22026-06-30 | 14,090.00 | $469,000 | SharesDFND · Shared discretion | 2026-08-14 |
| IBIT | Nuveen, LLCCIK 0001871926 · Discretion may be shared with another manager | 2026-Q22026-06-30 | 14,068.00 | $468,315 | SharesDFND · Shared discretion | 2026-08-11 |
| IBIT | Onyx Bridge Wealth Group LLCCIK 0001819476 | 2026-Q22026-06-30 | 13,939.00 | $464,029 | SharesSOLE | 2026-07-23 |
| IBIT | Principle Wealth Partners LLCCIK 0001743413 | 2026-Q22026-06-30 | 13,903.00 | $462,827 | SharesSOLE | 2026-08-07 |