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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 53 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
IBITAdvisory Alpha, LLCCIK 0001576762 · As-filed summary totals differ from the information table2026-Q22026-06-306,618.00$220,313SharesSOLE2026-08-11
IBITCHARLES SCHWAB INVESTMENT MANAGEMENT INCCIK 00008845462026-Q22026-06-306,588.00$219,315SharesSOLE2026-08-14
IBITFairbanks Capital Management, Inc.CIK 00016813722026-Q22026-06-306,574.00$218,848SharesSOLE2026-07-28
IBITCLIFFORD SWAN INVESTMENT COUNSEL LLCCIK 00010346422026-Q22026-06-306,556.00$218,249SharesSOLE2026-08-20
IBITAUA CAPITAL MANAGEMENT, LLCCIK 00017069152026-Q22026-06-306,556.00$218,249SharesSOLE2026-07-29
IBITFalcon Wealth PlanningCIK 00018398502026-Q22026-06-306,544.00$217,850SharesSOLE2026-07-13
IBITJ. Derek Lewis & Associates Inc.CIK 00020778842026-Q22026-06-306,521.00$217,082SharesSOLE2026-07-31
IBITWP Advisors, LLCCIK 00016977962026-Q22026-06-306,503.00$216,485SharesSOLE2026-07-29
IBITAstra Wealth Partners LLCCIK 00020548252026-Q22026-06-306,500.00$216,385PutSOLE2026-08-11
IBITTaylor & Morgan Wealth Management, LLCCIK 00018442662026-Q22026-06-306,486.00$215,919SharesSOLE2026-07-10
IBITRiverview Capital Advisers, LLCCIK 00019629332026-Q22026-06-306,483.00$215,820SharesSOLE2026-08-13
IBITDiesslin Group, Inc.CIK 00021085592026-Q22026-06-306,479.00$215,686SharesSOLE2026-07-02
IBITTritonPoint Partners, LLCCIK 00021111672026-Q22026-06-306,463.00$215,153SharesSOLE2026-08-13
IBITCamelot Portfolios, LLCCIK 00015697662026-Q22026-06-3019,100.00$214,875CallSOLE2026-07-17
IBITMidwest Financial Group LLCCIK 00019671932026-Q22026-06-306,451.00$214,754SharesSOLE2026-07-21
IBITOAKWORTH CAPITAL, INC.CIK 0001588871 · As-filed summary totals differ from the information table2026-Q22026-06-306,428.00$213,988SharesSOLE2026-07-22
IBITPlante Moran Financial Advisors, LLCCIK 0001424717 · As-filed summary totals differ from the information table2026-Q22026-06-306,408.00$213,322SharesSOLE2026-08-06
IBITConstant Guidance Financial LLCCIK 00019953832026-Q22026-06-306,403.00$213,156SharesSOLE2026-08-12
IBITCoppell Advisory Solutions LLCCIK 0001848433 · Discretion may be shared with another manager2026-Q22026-06-3019,998.00$212,915SharesSOLE · Shared discretion2026-08-14
IBITFORT WASHINGTON INVESTMENT ADVISORS INC /OH/CIK 00010090162026-Q22026-06-306,393.00$212,823SharesSOLE2026-07-17
IBITSARD WEALTH MANAGEMENT GROUP, LLCCIK 00020100952026-Q22026-06-306,376.00$212,257SharesSOLE2026-08-12
IBITHibernia Wealth Partners, LLCCIK 00019506372026-Q22026-06-306,357.00$211,625SharesSOLE2026-07-23
IBITIndependent Wealth Network Inc.CIK 00018912402026-Q22026-06-306,357.00$211,618SharesSOLE2026-07-20
IBITTRUST POINT INC.CIK 00016356332026-Q22026-06-306,344.00$211,191SharesSOLE2026-07-08
IBITFortis Group Advisors, LLCCIK 0001815183 · As-filed summary totals differ from the information table2026-Q22026-06-306,337.00$210,959SharesSOLE2026-07-24