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
4,544 matching records · Page 64 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.
| Fund | Reporting manager | Quarter | Reported quantity | Reported value USD | Position / discretion | SEC filing |
|---|---|---|---|---|---|---|
| IBIT | B. Riley Wealth Advisors, Inc.CIK 0001464811 | 2026-Q22026-06-30 | 18,140.00 | $620,026 | SharesSOLE | 2026-07-14 |
| IBIT | SAX WEALTH ADVISORS, LLCCIK 0001846150 | 2026-Q22026-06-30 | 16,133.00 | $619,817 | SharesSOLE | 2026-07-09 |
| IBIT | WealthShield Partners, LLCCIK 0001729303 | 2026-Q22026-06-30 | 18,609.00 | $619,494 | SharesSOLE | 2026-08-12 |
| GBTC | Belpointe Asset Management LLCCIK 0001721242 · Discretion may be shared with another manager | 2026-Q22026-06-30 | 13,597.00 | $618,936 | SharesOTR · Shared discretion | 2026-07-31 |
| GBTC | CHERRYDALE WEALTH MANAGEMENT, LLCCIK 0001907327 | 2026-Q22026-06-30 | 13,531.00 | $615,931 | SharesSOLE | 2026-07-13 |
| IBIT | Oak Barrel Wealth Advisory LLCCIK 0002116315 | 2026-Q22026-06-30 | 18,500.00 | $615,865 | SharesSOLE | 2026-08-07 |
| IBIT | NORTHEAST INVESTMENT MANAGEMENTCIK 0001082215 | 2026-Q22026-06-30 | 18,470.00 | $614,866 | SharesSOLE | 2026-07-16 |
| FBTC | Investment Advisory Services Group LLCCIK 0002099157 | 2026-Q22026-06-30 | 12,034.00 | $614,336 | SharesSOLE | 2026-07-29 |
| IBIT | Kagan Cocozza Asset ManagementCIK 0002064489 | 2026-Q22026-06-30 | 18,398.00 | $612,469 | SharesSOLE | 2026-08-06 |
| IBIT | HBK Sorce Advisory LLCCIK 0001379995 | 2026-Q22026-06-30 | 16,641.00 | $611,397 | SharesSOLE | 2026-08-06 |
| IBIT | HERITAGE OAK WEALTH ADVISORS LLCCIK 0002035533 | 2026-Q22026-06-30 | 18,365.00 | $611,371 | SharesSOLE | 2026-07-23 |
| BITB | MAI Capital ManagementCIK 0001040197 · Discretion may be shared with another manager | 2026-Q22026-06-30 | 19,180.00 | $611,075 | SharesDFND · Shared discretion | 2026-08-14 |
| HODL | Syntegra Private Wealth Group, LLCCIK 0001964298 | 2026-Q22026-06-30 | 36,752.00 | $610,451 | SharesSOLE | 2026-07-15 |
| IBIT | AlTi Global, Inc.CIK 0001838615 · Discretion may be shared with another manager | 2026-Q22026-06-30 | 18,326.00 | $610,080 | SharesDFND · Shared discretion | 2026-08-05 |
| IBIT | BASSO CAPITAL MANAGEMENT, L.P.CIK 0001287978 | 2026-Q22026-06-30 | 18,323.00 | $609,973 | SharesSOLE | 2026-07-27 |
| GBTC | Malaga Cove Capital, LLCCIK 0001603001 | 2026-Q22026-06-30 | 13,385.00 | $609,285 | SharesSOLE | 2026-07-24 |
| FBTC | PERRYMAN FINANCIAL ADVISORY INC /ADCIK 0000934040 | 2026-Q22026-06-30 | 11,887.00 | $606,831 | SharesSOLE | 2026-07-24 |
| GBTC | OSAIC HOLDINGS, INC.CIK 0001677044 · Discretion may be shared with another manager | 2026-Q22026-06-30 | 13,305.00 | $605,644 | SharesSOLE · Shared discretion | 2026-08-14 |
| IBIT | M&T Bank CorpCIK 0000036270 · Discretion may be shared with another manager; As-filed summary totals differ from the information table | 2026-Q22026-06-30 | 18,174.00 | $605,012 | SharesDFND · Shared discretion | 2026-08-04 |
| BTCO | WELLS FARGO & COMPANY/MNCIK 0000072971 · Discretion may be shared with another manager | 2026-Q22026-06-30 | 10,343.00 | $604,031 | SharesDFND · Shared discretion | 2026-08-14 |
| IBIT | Harfst & Associates, Inc.CIK 0001649147 | 2026-Q22026-06-30 | 18,139.00 | $603,848 | SharesSOLE | 2026-07-31 |
| IBIT | Orin Green Financial, LLCCIK 0001844227 | 2026-Q22026-06-30 | 18,139.00 | $603,847 | SharesSOLE | 2026-07-13 |
| BITB | HOHIMER WEALTH MANAGEMENT, LLCCIK 0001802533 · As-filed summary totals differ from the information table | 2026-Q22026-06-30 | 18,925.00 | $602,951 | SharesSOLE | 2026-08-03 |
| GBTC | Wealthcare Advisory Partners LLCCIK 0001683059 | 2026-Q22026-06-30 | 13,244.00 | $602,867 | SharesSOLE | 2026-07-09 |
| BITB | Wealth Watch Advisors, INCCIK 0002040515 | 2026-Q22026-06-30 | 18,912.00 | $602,536 | SharesSOLE | 2026-08-14 |