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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 66 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
IBITWestside Investment Management, Inc.CIK 00015383832026-Q22026-06-30435.00$14,481SharesSOLE2026-07-27
IBITLifeSteps Financial, Inc.CIK 00018013732026-Q22026-06-30426.00$14,182SharesSOLE2026-07-17
IBITFIRST UNITED BANK & TRUSTCIK 0001214183 · Discretion may be shared with another manager2026-Q22026-06-30415.00$13,815SharesDFND · Shared discretion2026-07-20
IBITHighMark Wealth Management LLCCIK 00018024512026-Q22026-06-30415.00$13,810SharesSOLE2026-08-12
IBITMTM Investment Management, LLCCIK 00018314162026-Q22026-06-30411.00$13,682SharesSOLE2026-08-03
IBITCENTRAL TRUST CoCIK 00000443652026-Q22026-06-30409.00$13,616SharesSOLE2026-07-31
IBITFirst Pacific FinancialCIK 00018100892026-Q22026-06-30407.00$13,550SharesSOLE2026-07-20
IBITBare Financial Services, IncCIK 00020094262026-Q22026-06-30404.00$13,449SharesSOLE2026-07-27
IBITValeo Financial Advisors, LLCCIK 0001722641 · As-filed summary totals differ from the information table2026-Q22026-06-30400.00$13,316CallSOLE2026-07-08
IBITVenture Visionary Partners LLCCIK 00017922832026-Q22026-06-30400.00$13,316CallSOLE2026-07-27
IBITSteelPeak Wealth, LLCCIK 00018018682026-Q22026-06-30400.00$13,316CallSOLE2026-07-13
IBITLuminist Capital LLCCIK 00018072702026-Q22026-06-30397.00$13,216SharesSOLE2026-08-07
IBITStrategic Investment Solutions, Inc. /ILCIK 0001960144 · As-filed summary totals differ from the information table2026-Q22026-06-30397.00$13,216SharesSOLE2026-07-08
IBITHigh Point Wealth Management, LLCCIK 00021068822026-Q22026-06-30395.00$13,150SharesSOLE2026-07-20
IBITDHJJ Financial Advisors, Ltd.CIK 00018447162026-Q22026-06-30389.00$12,950SharesSOLE2026-07-24
IBITSG Americas Securities, LLCCIK 00013133602026-Q22026-06-30386,216.00$12,857SharesSOLE2026-08-07
IBITSachetta, LLCCIK 00020105742026-Q22026-06-30384.00$12,784SharesSOLE2026-07-15
IBITTFC Financial Management, Inc.CIK 00018278442026-Q22026-06-30380.00$12,651SharesSOLE2026-07-23
IBITAvalon Trust CoCIK 0001798150 · Discretion may be shared with another manager2026-Q22026-06-30375.00$12,484SharesSOLE · Shared discretion2026-08-06
IBITMoisand Fitzgerald Tamayo, LLCCIK 00016491072026-Q22026-06-30371.00$12,351SharesSOLE2026-07-13
IBITMCF Advisors LLCCIK 0001602905 · Discretion may be shared with another manager2026-Q22026-06-30369.00$12,285SharesSOLE · Shared discretion2026-08-12
IBITVESTOR CAPITAL, LLCCIK 0001132699 · As-filed summary totals differ from the information table2026-Q22026-06-3087,894.00$12,273SharesSOLE2026-07-28
IBITAxiom Investment Management LLCCIK 00015137032026-Q22026-06-30358.00$11,918SharesSOLE2026-07-31
IBITFIRST COMMUNITY TRUST NACIK 00011303442026-Q22026-06-30352.00$11,718SharesSOLE2026-07-10
IBITPENSION & WEALTH MANAGEMENT ADVISORS, INC.CIK 00021457822026-Q22026-06-30348.00$11,585SharesSOLE2026-08-07