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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 49 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
IBITAstoria Portfolio Advisors LLC.CIK 00019316422026-Q22026-06-308,021.00$267,012SharesSOLE2026-07-28
IBITRanch Capital Advisors Inc.CIK 00017932692026-Q22026-06-307,998.00$266,256SharesSOLE2026-08-03
IBITIMA Advisory Services, Inc.CIK 0001455495 · As-filed summary totals differ from the information table2026-Q22026-06-307,985.00$265,821SharesSOLE2026-08-10
IBITInnovative Asset Advisors Group, LLCCIK 00021271472026-Q22026-06-307,985.00$265,821SharesSOLE2026-08-05
IBITPDS Planning, IncCIK 00008386182026-Q22026-06-307,976.00$265,521SharesSOLE2026-08-05
IBITWorthPointe, LLCCIK 00019214482026-Q22026-06-307,951.00$264,689SharesSOLE2026-07-31
IBITMOR Wealth Management, LLCCIK 00020923892026-Q22026-06-307,938.00$264,256SharesSOLE2026-08-06
IBITQuantum Financial Planning Services, Inc.CIK 00020501692026-Q22026-06-307,921.00$263,690SharesSOLE2026-07-15
IBITDMC Group, LLCCIK 0001893403 · As-filed summary totals differ from the information table2026-Q22026-06-307,916.00$263,524SharesSOLE2026-07-28
IBITEmbree Financial GroupCIK 00020208602026-Q22026-06-307,875.00$262,159SharesSOLE2026-07-15
IBITSEAVIEW INVESTMENT MANAGERS LLCCIK 00018321582026-Q22026-06-307,840.00$260,994SharesSOLE2026-07-14
IBITFoundations Investment Advisors, LLCCIK 0001743404 · Discretion may be shared with another manager2026-Q22026-06-307,835.00$260,827SharesOTR · Shared discretion2026-08-14
IBITCORRECT CAPITAL WEALTH MANAGEMENTCIK 00018448352026-Q22026-06-307,820.00$260,317SharesSOLE2026-08-04
IBITPerennial Advisors, LLCCIK 00016973602026-Q22026-06-307,815.00$260,162SharesSOLE2026-07-13
IBITIndependent Advisor AllianceCIK 00016968992026-Q22026-06-307,813.00$260,097SharesSOLE2026-08-12
IBITStratos Investment Management, LLCCIK 00017072062026-Q22026-06-307,802.00$259,729SharesSOLE2026-08-11
IBITTrue North Advisors, LLCCIK 00016345562026-Q22026-06-307,749.00$257,964SharesSOLE2026-07-22
IBITFortis Capital Management LLCCIK 00018021672026-Q22026-06-307,738.00$257,599SharesSOLE2026-08-13
IBITNoble Wealth Management PBCCIK 00020550652026-Q22026-06-307,705.00$256,499SharesSOLE2026-07-01
IBITADE, LLCCIK 00018459502026-Q22026-06-307,704.00$256,465SharesSOLE2026-08-04
IBITNATIONAL MUTUAL FUNDS MANAGEMENT LTDCIK 00019664402026-Q22026-06-307,681.00$255,700SharesSOLE2026-08-14
IBITMarathon Trading Investment Management LLCCIK 00015727482026-Q22026-06-307,677.00$255,567SharesSOLE2026-08-12
IBITSymphony Financial, Ltd. Co.CIK 00018006872026-Q22026-06-307,637.00$255,492SharesSOLE2026-08-04
IBITRiverpoint Wealth Management Holdings, LLCCIK 00016827332026-Q22026-06-307,658.00$254,935SharesSOLE2026-07-27
IBITOccidental Asset Management, LLCCIK 00017709942026-Q22026-06-307,657.00$254,902SharesSOLE2026-08-07