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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 59 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
IBITTriumph Capital ManagementCIK 00017307652026-Q22026-06-302,174.00$72,372SharesSOLE2026-07-21
IBITMarkowski InvestmentsCIK 00021497952026-Q22026-06-302,158.00$71,840SharesSOLE2026-08-13
IBITJPMORGAN CHASE & COCIK 0000019617 · Discretion may be shared with another manager2026-Q22026-06-302,048.00$70,001SharesDFND · Shared discretion2026-08-12
IBITSTIFEL FINANCIAL CORPCIK 0000720672 · Discretion may be shared with another manager2026-Q22026-06-302,100.00$69,909SharesDFND · Shared discretion2026-08-12
IBITDunhill Financial, LLCCIK 00019489042026-Q22026-06-302,065.00$68,743SharesSOLE2026-08-07
IBITATWOOD & PALMER INCCIK 0001044929 · As-filed summary totals differ from the information table2026-Q22026-06-302,030.00$67,579SharesSOLE2026-07-08
IBITBruce G. Allen Investments, LLCCIK 00020054092026-Q22026-06-302,030.00$67,579SharesSOLE2026-07-31
IBITDownshift Financial, LLCCIK 00021183802026-Q22026-06-302,030.00$67,579SharesSOLE2026-08-13
IBITTOUNJIAN ADVISORY PARTNERS, LLCCIK 00020398502026-Q22026-06-302,020.00$67,246SharesSOLE2026-08-07
IBITInstitute for Wealth Management, LLC.CIK 00015339542026-Q22026-06-302,000.00$66,580PutSOLE2026-07-28
IBITObjective Capital Management, LLCCIK 00019241522026-Q22026-06-302,000.00$66,580CallSOLE2026-07-20
IBITCoreCap Advisors, LLCCIK 00019025012026-Q22026-06-301,968.00$65,515SharesSOLE2026-07-06
IBITSpartan Wealth Advisory Services LLCCIK 00020751932026-Q22026-06-3012,400.00$65,410SharesSOLE2026-08-05
IBITUMB Bank, n.a.CIK 0000933429 · Filer reports confidential holdings omitted2026-Q22026-06-301,959.00$65,215SharesSOLE2026-08-13
IBITStrongBox Wealth, LLCCIK 00018121552026-Q22026-06-301,957.00$65,149SharesSOLE2026-07-23
IBITVermillion Wealth Management, Inc.CIK 00017370122026-Q22026-06-301,928.00$64,183SharesSOLE2026-07-16
IBITCamelot Portfolios, LLCCIK 00015697662026-Q22026-06-309,600.00$63,360CallSOLE2026-07-17
IBITLuminist Capital LLCCIK 00018072702026-Q22026-06-301,873.00$62,352SharesSOLE2026-08-07
IBITIndependence Bank of KentuckyCIK 00017304792026-Q22026-06-301,836.00$61,120SharesSOLE2026-07-13
IBITKingdom Financial Group LLC.CIK 00019622362026-Q22026-06-301,827.00$60,821SharesSOLE2026-08-07
IBITAtlantic Union Bankshares CorpCIK 0000883948 · Discretion may be shared with another manager2026-Q22026-06-301,776.00$59,124SharesSOLE · Shared discretion2026-08-11
IBITSOA Wealth Advisors, LLC.CIK 00018494442026-Q22026-06-301,750.00$58,258SharesSOLE2026-07-21
IBITWEALTH ENHANCEMENT ADVISORY SERVICES, LLCCIK 00016329722026-Q22026-06-301,600.00$57,968CallSOLE2026-07-15
IBITAxiom Investment Management LLCCIK 00015137032026-Q22026-06-301,735.00$57,758SharesSOLE2026-07-31
IBITSpectrum Wealth Advisory Group, LLCCIK 00017768212026-Q22026-06-301,718.00$57,192SharesSOLE2026-08-06