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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 62 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
IBITGoalVest Advisory LLCCIK 00018393072026-Q22026-06-301,146.00$38,150SharesSOLE2026-07-09
IBITAscentis Wealth Management, LLCCIK 00020326022026-Q22026-06-301,144.00$38,083SharesSOLE2026-07-30
IBITELEVATION WEALTH PARTNERS, LLCCIK 00019762562026-Q22026-06-301,139.00$37,918SharesSOLE2026-07-08
IBITVision Retirement, LLCCIK 00020690232026-Q22026-06-301,134.00$37,751SharesSOLE2026-07-21
IBITCITY HOLDING COCIK 00007268542026-Q22026-06-301,115.00$37,117SharesSOLE2026-07-10
IBITVSM Wealth Advisory, LLCCIK 00020506602026-Q22026-06-301,076.00$35,820SharesSOLE2026-07-23
IBITOSTERWEIS CAPITAL MANAGEMENT INCCIK 00010075242026-Q22026-06-301,075.00$35,787PrincipalSOLE2026-08-14
IBITKozak & Associates, Inc.CIK 00017649702026-Q22026-06-301,048.00$35,632SharesSOLE2026-07-02
IBITBetterment LLCCIK 00016339012026-Q22026-06-301,069,608.00$35,607SharesSOLE2026-08-14
IBITCommonwealth Retirement Investments LLCCIK 00019637872026-Q22026-06-301,056.00$35,154SharesSOLE2026-08-03
IBITFOSTER DYKEMA CABOT & PARTNERS, LLCCIK 00020118822026-Q22026-06-301,053.00$35,054SharesSOLE2026-08-11
IBITPerkins Coie Trust CoCIK 00015130382026-Q22026-06-301,045.00$34,788SharesSOLE2026-07-09
IBITMillstone Evans Group, LLCCIK 00020419432026-Q22026-06-301,045.00$34,788SharesSOLE2026-08-11
IBITJONES FINANCIAL COMPANIES LLLPCIK 0000815917 · Discretion may be shared with another manager2026-Q22026-06-30996.00$33,715SharesSOLE · Shared discretion2026-08-14
IBITCerity Partners LLCCIK 00015664752026-Q22026-06-301,000.00$33,290CallSOLE2026-08-14
IBITWaverly Advisors, LLCCIK 00015687872026-Q22026-06-301,000.00$33,290PutSOLE2026-08-14
IBITQuintet Private Bank (Europe) S.A.CIK 00019772902026-Q22026-06-301,000.00$33,290SharesSOLE2026-07-13
IBITTotal Wealth Planning & Management, Inc.CIK 00020583832026-Q22026-06-301,000.00$33,290CallSOLE2026-07-28
IBITSTEPH & COCIK 00009415192026-Q22026-06-30975.00$32,458SharesSOLE2026-07-16
IBITEVERMAY WEALTH MANAGEMENT LLCCIK 00010668162026-Q22026-06-30950.00$31,626SharesSOLE2026-07-27
IBITPETERSON WEALTH MANAGEMENTCIK 00017851442026-Q22026-06-30950.00$31,626SharesSOLE2026-07-30
IBITDiNuzzo Private Wealth, Inc.CIK 00019945632026-Q22026-06-30944.00$31,426SharesSOLE2026-07-10
IBITTripletail Wealth Management, LLCCIK 00020798122026-Q22026-06-30900.00$31,383SharesSOLE2026-08-14
IBITUnited Financial Planning Group LLCCIK 00020883372026-Q22026-06-30927.00$30,860SharesSOLE2026-08-06
IBITCNB BankCIK 00017320742026-Q22026-06-30903.00$30,061SharesSOLE2026-08-06