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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 71 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
IBITMontgomery Financial Services LLCCIK 00021498442026-Q22026-06-30110.00$3,662SharesSOLE2026-08-12
IBITStrategic Investment Solutions, Inc. /ILCIK 0001960144 · As-filed summary totals differ from the information table2026-Q22026-06-30110.00$3,660SharesSOLE2026-07-08
IBITAscentis Wealth Management, LLCCIK 00020326022026-Q22026-06-30107.00$3,562SharesSOLE2026-07-30
IBITAE Wealth Management LLCCIK 0001697723 · Discretion may be shared with another manager2026-Q22026-06-30106.00$3,529SharesOTR · Shared discretion2026-08-03
IBITAscentis Wealth Management, LLCCIK 00020326022026-Q22026-06-30106.00$3,528SharesSOLE2026-07-30
IBITMilestone Investment Advisors LLCCIK 00019670182026-Q22026-06-30103.00$3,429SharesSOLE2026-08-14
IBITLodestone Wealth Management LLCCIK 00019501582026-Q22026-06-30101.00$3,362SharesSOLE2026-07-24
IBITTHURSTON, SPRINGER, MILLER, HERD & TITAK, INC.CIK 0000319933 · As-filed summary totals differ from the information table2026-Q22026-06-30100.00$3,329SharesSOLE2026-07-08
IBITBARRETT & COMPANY, INC.CIK 00008876022026-Q22026-06-30100.00$3,329SharesSOLE2026-07-24
IBITMinot DeBlois Advisors LLCCIK 00014759332026-Q22026-06-30100.00$3,329SharesSOLE2026-08-13
IBITAdvisory Services Network, LLCCIK 00015738762026-Q22026-06-30100.00$3,329PutSOLE2026-08-12
IBITArax Advisory PartnersCIK 00015867672026-Q22026-06-30100.00$3,329CallSOLE2026-08-10
IBITNewEdge Wealth, LLCCIK 00018617962026-Q22026-06-30100.00$3,329CallSOLE2026-08-10
IBITStrategic Investment Solutions, Inc. /ILCIK 0001960144 · As-filed summary totals differ from the information table2026-Q22026-06-30100.00$3,329SharesSOLE2026-07-08
IBITShengqi Capital (Hong Kong) LtdCIK 00020404052026-Q22026-06-30100.00$3,329SharesSOLE2026-07-27
IBITHamrick Investment Counsel, llcCIK 00021261472026-Q22026-06-30100.00$3,329SharesSOLE2026-08-13
IBITMain Street Group, LTDCIK 00019657962026-Q22026-06-3097.00$3,229SharesSOLE2026-07-13
IBITAscentis Wealth Management, LLCCIK 00020326022026-Q22026-06-3097.00$3,229SharesSOLE2026-07-30
IBITCollier FinancialCIK 00019029012026-Q22026-06-3096.00$3,196SharesSOLE2026-07-30
IBITLM Advisors LLCCIK 00020113142026-Q22026-06-3095,285.00$3,182SharesSOLE2026-08-12
IBITHIGHLINE WEALTH PARTNERS LLCCIK 00020426542026-Q22026-06-3094.00$3,129SharesSOLE2026-07-15
IBITFIDUCIARY FINANCIAL ADVISORSCIK 00021161192026-Q22026-06-3094.00$3,129SharesSOLE2026-08-14
IBITCrews Bank & TrustCIK 00020522792026-Q22026-06-3093.00$3,096SharesSOLE2026-07-16
IBITX-Square Capital, LLCCIK 00017293002026-Q22026-06-3092,310.00$3,073SharesSOLE2026-08-12
IBITBear Mountain Capital, Inc.CIK 00020094192026-Q22026-06-3084.00$3,073SharesSOLE2026-07-20