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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 41 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
IBITEvanson Financial, LLCCIK 00021402352026-Q22026-06-3012,083.00$402,245SharesSOLE2026-07-07
IBITPlancorp, LLCCIK 00015995792026-Q22026-06-3011,311.00$398,381SharesSOLE2026-07-14
IBITStonehage Fleming Financial Services Holdings LtdCIK 0001786379 · Discretion may be shared with another manager2026-Q22026-06-3011,944.00$397,615SharesOTR · Shared discretion2026-08-17
IBITWhalen Wealth Management Inc.CIK 00018944472026-Q22026-06-3011,888.00$395,755SharesSOLE2026-08-13
IBITMMBG INVESTMENT ADVISORS CO.CIK 00017658762026-Q22026-06-3011,860.00$394,819SharesSOLE2026-08-10
IBITUBS Group AGCIK 0001610520 · Discretion may be shared with another manager2026-Q22026-06-3011,851.00$394,520SharesDFND · Shared discretion2026-08-13
IBITWealth Management Partners, LLCCIK 00018432942026-Q22026-06-3011,845.00$394,320SharesSOLE2026-07-22
IBITApollon Wealth Management, LLCCIK 00017643872026-Q22026-06-3011,823.00$393,573SharesSOLE2026-07-23
IBITGRIFFIN ASSET MANAGEMENT, INC.CIK 00008838032026-Q22026-06-3011,814.00$393,288SharesSOLE2026-07-23
IBITWINCAP FINANCIAL LLCCIK 00020645882026-Q22026-06-3011,772.00$391,890SharesSOLE2026-07-09
IBITSynergy Asset Management, LLCCIK 0001699080 · Discretion may be shared with another manager2026-Q22026-06-3011,745.00$390,991SharesSOLE · Shared discretion2026-07-22
IBITCannon Global Investment Management, LLCCIK 00018444272026-Q22026-06-3011,700.00$389,493SharesSOLE2026-07-30
IBIT55 North Private Wealth, LLCCIK 00021064572026-Q22026-06-3011,687.00$389,065SharesSOLE2026-07-07
IBITVAQUERO PRIVATE WEALTH, LTDCIK 00020525552026-Q22026-06-3011,684.00$388,957SharesSOLE2026-07-17
IBITAlphaCore Capital LLCCIK 00017136622026-Q22026-06-3011,646.00$387,685SharesSOLE2026-08-06
IBITRWA WEALTH PARTNERS, LLCCIK 00015445762026-Q22026-06-3011,645.00$387,662SharesSOLE2026-08-07
IBITTRED AVON FAMILY WEALTH, LLCCIK 00020944352026-Q22026-06-3011,645.00$387,662SharesSOLE2026-08-10
IBITSAM Advisors, LLCCIK 00016009442026-Q22026-06-3011,640.00$387,496SharesSOLE2026-08-13
IBITAshford Advisors, LLCCIK 00018611582026-Q22026-06-3011,640.00$387,496SharesSOLE2026-08-06
IBITQuaker Wealth Management, LLCCIK 00017334722026-Q22026-06-3011,606.00$386,364SharesSOLE2026-07-24
IBITXP Advisory US, Inc.CIK 00021479672026-Q22026-06-3011,603.00$386,264SharesSOLE2026-07-30
IBITQUANTUM FINANCIAL PARTNERS LLCCIK 00021035772026-Q22026-06-3011,577.00$385,399SharesSOLE2026-07-20
IBITStordahl Capital Management, Inc.CIK 00017290932026-Q22026-06-3011,570.00$385,165SharesSOLE2026-07-14
IBITSNOWWATER INVESTMENT PARTNERS, LLCCIK 00020753932026-Q22026-06-3011,564.00$384,968SharesSOLE2026-08-14
IBITCRA Financial Services, LLCCIK 00017655942026-Q22026-06-3011,533.00$383,934SharesSOLE2026-07-24