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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 48 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
IBITAVAII WEALTH MANAGEMENT, LLCCIK 00019044312026-Q22026-06-308,571.00$285,321SharesSOLE2026-08-10
IBITCardinal Point Capital Management ULCCIK 00019508412026-Q22026-06-308,498.00$282,898SharesSOLE2026-07-14
IBITRiggs Asset Managment Co. Inc.CIK 00016013482026-Q22026-06-308,497.00$282,865SharesSOLE2026-07-29
IBITCrewe Advisors LLCCIK 00017300332026-Q22026-06-308,479.00$282,266SharesSOLE2026-07-24
IBITSignificant Wealth Partners LLCCIK 00019646802026-Q22026-06-308,478.00$282,233SharesSOLE2026-07-14
IBITXY Planning Network, Inc.CIK 00018734382026-Q22026-06-308,473.00$282,066SharesSOLE2026-07-15
IBITRMR Wealth BuildersCIK 00018038482026-Q22026-06-308,405.00$279,817SharesSOLE2026-07-24
IBITVestmark Advisory Solutions, Inc.CIK 0001736982 · Discretion may be shared with another manager2026-Q22026-06-308,400.00$279,645SharesOTR · Shared discretion2026-08-14
IBITSaranac Partners LtdCIK 00020987452026-Q22026-06-308,400.00$279,636SharesSOLE2026-08-13
IBITGotham Asset Management, LLCCIK 00015103872026-Q22026-06-308,390.00$279,303SharesSOLE2026-08-14
IBITAtlas Legacy Advisors, LLCCIK 00020541112026-Q22026-06-308,354.00$278,105SharesSOLE2026-07-31
IBITVan Hulzen Asset Management, LLCCIK 00016001452026-Q22026-06-308,348.00$277,905SharesSOLE2026-08-13
IBITBlack Diamond Financial, LLCCIK 00017592362026-Q22026-06-308,331.00$277,339SharesSOLE2026-08-04
IBITInvestment Partners Asset Management, Inc.CIK 00013844162026-Q22026-06-308,324.00$277,106SharesSOLE2026-07-24
IBITPRIVATE MANAGEMENT GROUP INCCIK 00011420312026-Q22026-06-308,321.00$277,006SharesSOLE2026-07-31
IBITCollaborative Wealth Managment Inc.CIK 00018964192026-Q22026-06-308,292.00$276,041SharesSOLE2026-08-05
IBITRobertson Stephens Wealth Management, LLCCIK 00017673072026-Q22026-06-308,256.00$274,842SharesSOLE2026-07-29
IBITBeacon Financial Advisory LLCCIK 00018005022026-Q22026-06-308,215.00$273,477SharesSOLE2026-08-05
IBITVeltria Advisors Corp.CIK 00019413692026-Q22026-06-308,150.00$271,314SharesSOLE2026-08-14
IBITPUREfi Wealth, LLCCIK 00020015202026-Q22026-06-308,150.00$271,314SharesSOLE2026-07-27
IBITMAYPORT, LLCCIK 00019228752026-Q22026-06-308,119.00$270,282SharesSOLE2026-08-07
IBITLinscomb Wealth, Inc.CIK 00013132942026-Q22026-06-308,097.00$269,550SharesSOLE2026-07-31
IBITOARSMAN CAPITAL, INC.CIK 00015696672026-Q22026-06-308,089.00$269,283SharesSOLE2026-08-07
IBITShepherd Financial Partners LLCCIK 00016966282026-Q22026-06-308,078.00$268,915SharesSOLE2026-08-10
IBITDetalus Advisors, LLCCIK 00017996772026-Q22026-06-308,059.00$268,284SharesSOLE2026-07-27