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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 50 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
IBITGreenhouse Wealth Management, LLCCIK 00018435662026-Q22026-06-307,413.00$253,278SharesSOLE2026-08-06
IBITLeverty Financial Group, LLCCIK 00019083862026-Q22026-06-307,605.00$253,170SharesSOLE2026-07-10
IBITCMG Global Holdings, LLCCIK 00018394452026-Q22026-06-307,599.00$252,971SharesSOLE2026-07-28
IBITHarvest Investment Services, LLCCIK 00015910972026-Q22026-06-307,597.00$252,904SharesSOLE2026-08-14
IBITEverSource Wealth Advisors, LLCCIK 0001710537 · Discretion may be shared with another manager2026-Q22026-06-307,594.00$252,804SharesSOLE · Shared discretion2026-07-24
IBITManhattan West Asset Management, LLCCIK 00019047702026-Q22026-06-307,583.00$252,438SharesSOLE2026-08-11
IBITMaia Wealth LLCCIK 00020108582026-Q22026-06-307,554.00$251,473SharesSOLE2026-07-28
IBITOperose Advisors LLCCIK 00019097502026-Q22026-06-307,497.00$249,576SharesSOLE2026-08-13
IBITEVERGREEN CAPITAL MANAGEMENT LLCCIK 00012608242026-Q22026-06-307,492.00$249,409SharesSOLE2026-07-23
IBITFWG Holdings, LLCCIK 00018620672026-Q22026-06-306,834.00$248,428SharesSOLE2026-08-14
IBIT1832 Asset Management L.P.CIK 00009443882026-Q22026-06-307,456.00$248,210SharesSOLE2026-08-13
IBITCERTUITY, LLCCIK 00018007522026-Q22026-06-307,455.00$248,177SharesSOLE2026-07-28
IBITAspen Grove Capital, LLCCIK 0001806027 · As-filed summary totals differ from the information table2026-Q22026-06-307,446.00$247,877SharesSOLE2026-08-14
IBITWatchman Group, Inc.CIK 00017487262026-Q22026-06-307,427.00$247,245SharesSOLE2026-07-27
IBITPeak Planning Group, LLCCIK 00020973842026-Q22026-06-307,426.00$247,212SharesSOLE2026-08-12
IBITFire Capital Management LLCCIK 00020595712026-Q22026-06-307,418.00$246,945SharesSOLE2026-08-03
IBITAZZAD ASSET MANAGEMENT INC /ADVCIK 00011219142026-Q22026-06-307,408.00$246,612SharesSOLE2026-07-29
IBITSterling Investment Counsel, LLCCIK 00019258532026-Q22026-06-307,368.00$245,283SharesSOLE2026-07-20
IBITDONALDSON CAPITAL MANAGEMENT, LLCCIK 00014874382026-Q22026-06-307,361.00$245,048SharesSOLE2026-08-05
IBITAtlantic Union Bankshares CorpCIK 0000883948 · Discretion may be shared with another manager2026-Q22026-06-307,356.00$244,882SharesSOLE · Shared discretion2026-08-11
IBITSTIFEL FINANCIAL CORPCIK 0000720672 · Discretion may be shared with another manager2026-Q22026-06-307,340.00$244,352SharesDFND · Shared discretion2026-08-12
IBITBank of New York Mellon CorpCIK 0001390777 · Discretion may be shared with another manager2026-Q22026-06-307,337.00$244,249SharesDFND · Shared discretion2026-08-06
IBITKWB WealthCIK 00018222362026-Q22026-06-307,309.00$243,317SharesSOLE2026-07-10
IBITLegacy Financial Strategies, LLCCIK 00017239252026-Q22026-06-307,303.00$243,117SharesSOLE2026-07-21
IBITMAI Capital ManagementCIK 00010401972026-Q22026-06-307,300.00$243,017CallSOLE2026-08-14