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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 43 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
IBITWealth Group LtdCIK 00020107482026-Q22026-06-3010,899.00$362,828SharesSOLE2026-07-10
IBITOptiver Holding B.V.CIK 0001859606 · Discretion may be shared with another manager2026-Q22026-06-3010,885.00$362,362SharesDFND · Shared discretion2026-08-12
IBITRehmann Capital Advisory GroupCIK 0001633037 · As-filed summary totals differ from the information table2026-Q22026-06-3010,851.00$362,028SharesSOLE2026-08-20
IBITMOSAIC FAMILY WEALTH PARTNERS, LLCCIK 00019652412026-Q22026-06-3010,837.00$360,753SharesSOLE2026-08-05
IBITAMERIFLEX GROUP, INC.CIK 00020576372026-Q22026-06-3010,810.00$359,865SharesSOLE2026-08-14
IBITEQUITABLE TRUST COCIK 0000033250 · Discretion may be shared with another manager2026-Q22026-06-3010,792.00$359,266SharesDFND · Shared discretion2026-07-23
IBITFactor Wealth Management LTDCIK 00020558162026-Q22026-06-3010,760.00$358,200SharesSOLE2026-07-08
IBITLYELL WEALTH MANAGEMENT, LPCIK 00016864442026-Q22026-06-3010,751.00$357,901SharesSOLE2026-08-05
IBITWEALTHCARE CAPITAL MANAGEMENT LLCCIK 00015164502026-Q22026-06-3010,716.00$356,736SharesSOLE2026-07-09
IBITPARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLCCIK 00020269262026-Q22026-06-3010,710.00$356,536SharesSOLE2026-08-05
IBITAccurate Wealth Management, LLCCIK 00018777282026-Q22026-06-309,840.00$356,520SharesSOLE2026-07-15
IBITMerkkuri Wealth Advisors LLCCIK 00020403172026-Q22026-06-3010,705.00$356,353SharesSOLE2026-07-27
IBITPINNACLE ASSOCIATES LTDCIK 00007431272026-Q22026-06-3010,671.00$355,238SharesSOLE2026-08-03
IBITBenchmark Financial Wealth Advisors, LLCCIK 00017577062026-Q22026-06-3010,660.00$354,871SharesSOLE2026-07-17
IBITRothschild Wealth LLCCIK 00018113452026-Q22026-06-3010,619.00$353,500SharesSOLE2026-08-11
IBITJoseph P. Lucia & Associates, LLCCIK 00017753912026-Q22026-06-3010,612.00$353,273SharesSOLE2026-08-07
IBITKoshinski Asset Management, Inc.CIK 00016333892026-Q22026-06-3010,598.00$352,807SharesSOLE2026-07-27
IBITEmpirical Financial Services, LLC d.b.a. Empirical Wealth ManagementCIK 00015104342026-Q22026-06-3010,551.00$351,243SharesSOLE2026-07-15
IBITColony Family Offices, LLCCIK 00016335732026-Q22026-06-3010,545.00$351,043SharesSOLE2026-07-20
IBITAnkerstar Wealth, LLCCIK 00020539172026-Q22026-06-3010,543.00$350,976SharesSOLE2026-08-13
IBITTempus Wealth Planning, LLCCIK 00018064282026-Q22026-06-3010,520.00$350,211SharesSOLE2026-07-22
IBITBANK OF MONTREAL /CAN/CIK 0000927971 · Discretion may be shared with another manager2026-Q22026-06-3010,500.00$349,545SharesDFND · Shared discretion2026-08-12
IBITPERRYMAN FINANCIAL ADVISORY INC /ADCIK 00009340402026-Q22026-06-3010,478.00$348,813SharesSOLE2026-07-24
IBITGlobal Assets Advisory, LLCCIK 00019429322026-Q22026-06-3010,200.00$347,402SharesSOLE2026-07-27
IBITOne Capital Management, LLCCIK 0001606588 · As-filed summary totals differ from the information table2026-Q22026-06-309,027.00$346,817SharesSOLE2026-08-13