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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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4,544 matching records · Page 136 of 182

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
BITBCassaday & Co Wealth Management LLCCIK 00019636122026-Q22026-06-30476.00$15,166SharesSOLE2026-08-10
IBITAscentis Wealth Management, LLCCIK 00020326022026-Q22026-06-30453.00$15,080SharesSOLE2026-07-30
FBTCFortitude Family Office, LLCCIK 00019505062026-Q22026-06-30294.00$15,009SharesSOLE2026-07-20
GBTCStrive Financial Group ,LLCCIK 00020900402026-Q22026-06-30329.00$14,976SharesSOLE2026-08-17
IBITTidemark, LLCCIK 00020095912026-Q22026-06-30449.00$14,947SharesSOLE2026-08-10
GBTCHigh Note Wealth, LLCCIK 0001807283 · As-filed summary totals differ from the information table2026-Q22026-06-30327.00$14,885SharesSOLE2026-07-23
GBTCVSM Wealth Advisory, LLCCIK 00020506602026-Q22026-06-30327.00$14,885SharesSOLE2026-07-23
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
BITBFIDUCIARY FINANCIAL ADVISORSCIK 00021161192026-Q22026-06-30460.00$14,656SharesSOLE2026-08-14
BITBFIDUCIARY FINANCIAL ADVISORSCIK 00021161192026-Q22026-06-30457.00$14,560SharesSOLE2026-08-14
BITBFIDUCIARY FINANCIAL ADVISORSCIK 00021161192026-Q22026-06-30456.00$14,528SharesSOLE2026-08-14
GBTCFinancially Speaking IncCIK 00020409012026-Q22026-06-30275.00$14,509SharesSOLE2026-07-27
IBITWestside Investment Management, Inc.CIK 00015383832026-Q22026-06-30435.00$14,481SharesSOLE2026-07-27
GBTCEVOLUTION WEALTH MANAGEMENT INC.CIK 00020100292026-Q22026-06-30314.00$14,293SharesSOLE2026-07-21
IBITLifeSteps Financial, Inc.CIK 00018013732026-Q22026-06-30426.00$14,182SharesSOLE2026-07-17
GBTCLodestone Wealth Management LLCCIK 00019501582026-Q22026-06-30308.00$14,020SharesSOLE2026-07-24
BITBSJS Investment Consulting Inc.CIK 0001894302 · Discretion may be shared with another manager2026-Q22026-06-30439.00$13,987SharesSOLE · Shared discretion2026-07-22
GBTCOAKWORTH CAPITAL, INC.CIK 0001588871 · As-filed summary totals differ from the information table2026-Q22026-06-30300.00$13,950SharesSOLE2026-07-22
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
FBTCCOUNTRY TRUST BANKCIK 00012093242026-Q22026-06-30270.00$13,784SharesSOLE2026-07-15
IBITMTM Investment Management, LLCCIK 00018314162026-Q22026-06-30411.00$13,682SharesSOLE2026-08-03
EZBCFRANKLIN RESOURCES INCCIK 0000038777 · Discretion may be shared with another manager2026-Q22026-06-30402.00$13,632SharesDFND · Shared discretion2026-08-13
FBTCDecker Retirement Planning Inc.CIK 00019757002026-Q22026-06-30267.00$13,630SharesSOLE2026-07-16