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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 45 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
IBITSignature Equity Partners, LLCCIK 00021098132026-Q22026-06-309,989.00$332,534SharesSOLE2026-07-30
IBITOneAscent Family Office, LLCCIK 00020558122026-Q22026-06-309,905.00$329,737SharesSOLE2026-08-11
IBITCJM Wealth Advisers, Ltd.CIK 00019927482026-Q22026-06-309,875.00$328,737SharesSOLE2026-07-17
IBITCitrine Capital LLCCIK 00020532422026-Q22026-06-309,843.00$327,673SharesSOLE2026-07-23
IBITGWN SECURITIES INC.CIK 00012659052026-Q22026-06-309,818.00$326,841SharesSOLE2026-08-05
IBITMission Financial Group, LLCCIK 00021138102026-Q22026-06-309,803.00$326,347SharesSOLE2026-08-13
IBITSchorn Wealth LLCCIK 00017928512026-Q22026-06-309,794.00$326,042SharesSOLE2026-07-31
IBITGolden State Wealth Management, LLCCIK 00017760332026-Q22026-06-309,770.00$325,242SharesSOLE2026-07-22
IBITElevate Capital Advisors, LLCCIK 00019095712026-Q22026-06-309,718.00$323,512SharesSOLE2026-07-31
IBITBANK OF AMERICA CORP /DE/CIK 0000070858 · Discretion may be shared with another manager2026-Q22026-06-309,676.00$322,114SharesDFND · Shared discretion2026-08-14
IBITProsperity Consulting Group, LLCCIK 00019103982026-Q22026-06-309,665.00$321,748SharesSOLE2026-08-13
IBITResurgent Financial Advisors LLCCIK 00019123392026-Q22026-06-309,665.00$321,748SharesSOLE2026-08-14
IBITOLD MISSION CAPITAL LLCCIK 0001455915 · Discretion may be shared with another manager2026-Q22026-06-30608,900.00$321,458CallDFND · Shared discretion2026-08-14
IBITST GERMAIN D J CO INCCIK 00008315712026-Q22026-06-309,643.00$321,015SharesSOLE2026-07-21
IBITReliant Wealth PlanningCIK 00018233932026-Q22026-06-309,638.00$320,849SharesSOLE2026-08-07
IBITCoastwise Capital Group, LLCCIK 0001934500 · As-filed summary totals differ from the information table2026-Q22026-06-309,616.00$320,117SharesSOLE2026-07-16
IBITJB Capital LLCCIK 00018793712026-Q22026-06-309,610.00$319,901SharesSOLE2026-07-29
IBITCapstone Financial Advisors, Inc.CIK 0001599217 · Discretion may be shared with another manager2026-Q22026-06-309,599.00$319,551SharesSOLE · Shared discretion2026-08-14
IBITPUFF WEALTH MANAGEMENT, LLCCIK 00020527362026-Q22026-06-309,575.00$318,752SharesSOLE2026-07-08
IBITZinnia Wealth Advisory, LLCCIK 00020736762026-Q22026-06-309,555.00$318,086SharesSOLE2026-07-30
IBITAmicus Financial Advisors, LLCCIK 0002113629 · As-filed summary totals differ from the information table2026-Q22026-06-309,545.00$317,753SharesSOLE2026-07-20
IBITRetirement Planning Group, LLCCIK 00015081952026-Q22026-06-309,533.00$317,354SharesSOLE2026-08-05
IBITNarwhal Capital ManagementCIK 00014612872026-Q22026-06-309,521.00$316,944SharesSOLE2026-07-24
IBITDCF Advisers, LLCCIK 00018024932026-Q22026-06-309,500.00$316,255CallSOLE2026-08-10
IBITBITTERROOT CAPITAL ADVISORS LLCCIK 00021101062026-Q22026-06-309,496.00$316,122SharesSOLE2026-08-14