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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 65 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
IBITStrengthening Families & Communities, LLCCIK 00019211962026-Q22026-06-30555.00$18,476SharesSOLE2026-08-11
IBITPlanVest Financial, IncCIK 00021352392026-Q22026-06-30551.00$18,343SharesSOLE2026-08-10
IBITAmerican Capital Advisory, LLCCIK 00020180072026-Q22026-06-30533.00$17,744SharesSOLE2026-07-28
IBITGlobal Trust Asset Management, LLCCIK 00017296722026-Q22026-06-30530.00$17,644SharesSOLE2026-08-03
IBITSITTNER & NELSON, LLCCIK 00018461382026-Q22026-06-30527.00$17,544SharesSOLE2026-08-07
IBITHickory Point Bank & TrustCIK 0002039144 · Discretion may be shared with another manager2026-Q22026-06-30525.00$17,477SharesDFND · Shared discretion2026-07-17
IBITCamelot Portfolios, LLCCIK 00015697662026-Q22026-06-303,200.00$17,216CallSOLE2026-07-17
IBITSFAM, LLCCIK 00017132862026-Q22026-06-30516.00$17,178SharesSOLE2026-08-13
IBITAscentis Wealth Management, LLCCIK 00020326022026-Q22026-06-30508.00$16,911SharesSOLE2026-07-30
IBITBank of New York Mellon CorpCIK 0001390777 · Discretion may be shared with another manager2026-Q22026-06-30500.00$16,645SharesDFND · Shared discretion2026-08-06
IBITArkadios Wealth AdvisorsCIK 0001800798 · Discretion may be shared with another manager2026-Q22026-06-30500.00$16,645CallSOLE · Shared discretion2026-08-10
IBITAE Wealth Management LLCCIK 0001697723 · Discretion may be shared with another manager2026-Q22026-06-30492.00$16,379SharesOTR · Shared discretion2026-08-03
IBITCetera Investment AdvisersCIK 00016667412026-Q22026-06-301,200.00$16,046CallSOLE2026-08-12
IBITFinancial Life PlannersCIK 0002053368 · As-filed summary totals differ from the information table2026-Q22026-06-30480.00$15,980SharesSOLE2026-07-21
IBITWest Branch Capital LLCCIK 0001738723 · Discretion may be shared with another manager2026-Q22026-06-30479.00$15,946SharesSOLE · Shared discretion2026-07-10
IBITAcumen Wealth Advisors, LLCCIK 00019392022026-Q22026-06-30477.00$15,880SharesSOLE2026-08-03
IBITW ADVISORS, LLCCIK 0001929907 · Discretion may be shared with another manager2026-Q22026-06-30477.00$15,879SharesOTR · Shared discretion2026-07-31
IBIT1620 INVESTMENT ADVISORS, INC.CIK 00019072812026-Q22026-06-30475.00$15,813SharesSOLE2026-07-14
IBITMassMutual Private Wealth & Trust, FSBCIK 00011036532026-Q22026-06-30472.00$15,713SharesSOLE2026-07-02
IBITFounders Capital ManagementCIK 00017043002026-Q22026-06-30469.00$15,613SharesSOLE2026-07-21
IBITFIDUCIARY FINANCIAL ADVISORSCIK 00021161192026-Q22026-06-30468.00$15,580SharesSOLE2026-08-14
IBITAscentis Wealth Management, LLCCIK 00020326022026-Q22026-06-30453.00$15,080SharesSOLE2026-07-30
IBITTidemark, LLCCIK 00020095912026-Q22026-06-30449.00$14,947SharesSOLE2026-08-10
IBITCreativeOne Wealth, LLCCIK 0001739728 · Discretion may be shared with another manager2026-Q22026-06-30447.00$14,881SharesOTR · Shared discretion2026-08-13
IBITFinancial Network Wealth Advisors LLCCIK 00020120312026-Q22026-06-30447.00$14,881SharesSOLE2026-07-29