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IBIT · Holdings ETF

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$46.71 +0.41 (+0.89%)
Volume · Oct 20 32.25M Avg daily vol (3M) 45.99M

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →
Institutional holdings are being reconciled with SEC filings. Holder totals and changes may be incomplete until reconciliation finishes.
Holders: 323
Total Value: $557,384,760
Total Shares: 11,778,923
Showing 1–100 of 335 holdings by value · page 1 of 4

Institutional Ownership Trend

12 quarters

Holder Concentration

Across 323 13F filers · Δ vs Jun 30, 2026
Top Holder
13.3%
Dec 2021 → Sep 2026 · range 0.0% – 24.1%
−0.7 pts
Top 5
24.9%
Dec 2021 → Sep 2026 · range 0.0% – 46.5%
−16.0 pts
Top 10
35.3%
Dec 2021 → Sep 2026 · range 0.0% – 60.1%
−17.5 pts
HHI
274
Dec 2021 → Sep 2026 · range 0 – 778
Broadly held−209

Who Holds IBIT

Last 8 quarters through Sep 30, 2026 (filing window open)

Each kind of 13F filer's share of the common shares 13F filers report. Holder type comes from regulatory records, never the filer's name; style, turnover and horizon are measured from each filer's own 13F book. The quarter selector does not change this card.

Jun 30, 2026, the newest closed quarter: 1,481 filers, like-for-like change +1.0%; actively managed books +2.0%; index-like books -0.9%.

Holder type Share Filers Change
Registered adviser 26.9% 1,002 -10.0%
Exempt adviser 3.1% 9 -61.7%
Adviser 2.1% 11 +33.0%
Bank 13.5% 30 +97.1%
Insurer 0.0% 1 +45.6%
Broker-dealer 1.2% 4 +12.0%
Non-US 0.0% 2 -0.8%
Holding company 14.3% 9 -0.9%
Benefit plan 0.0% 0 —
Unknown 38.9% 413 +4.8%

The Sep 30, 2026 filing window is still open, so its bar shows only the filers that have filed so far.

How the mix is measured

Shares are 13F common shares restated to today's split basis; options and principal amounts are left out. The change compares only filers with a 13F in both quarters and keeps each filer in its bucket of the later quarter on both sides; a filer that continues under a new CIK is compared through its successor. Holder type comes from each filer's current regulatory profile; client base and private funds come from the Form ADV roster current at each quarter end (rosters from December 2019, so an earlier quarter reads Unknown). Style, turnover, horizon and book size are measured from each filer's 13F book in the newest measured quarter, and Not measured means none was. Actively managed books are those measured systematic-like, concentrated or diversified active.

Excluded 34 holders with no observed 2026-03-31 13F and 33 holders with no observed 2026-06-30 13F. Compared across CIK changes: JANUS HENDERSON GROUP PLC continues as Jupiter Topco LLC; Trask Adam Roland continues as Burnham & Co LLC.

Conviction and Crowding

1,481 13F filers, quarter ended Jun 30, 2026

Measured across every 13F filer's common-share book once the quarter's filing window closed. Crowding counts filers with high turnover or that advise private funds on Form ADV.

Conviction holders
76
5.13% of filers hold it in their top 10
Mar 31, 2026: 109
Holders above 5%
23
median weight 0.064%
Mar 31, 2026: 40
Crowding
7.50%
of shares outstanding, 22nd percentile
Mar 31, 2026: 9.03%
Private-fund advisers
4.67%
of shares outstanding
Institutional ownership
24.2%
of shares outstanding
Top 10 holders
45.0%
of 13F shares, Herfindahl 0.026
Active holders
+2.0%
like-for-like share change of active filers
5% stakes on record
0
0 13D, 0 13G
How long holders have held it value-weighted 7.3 quarters
Under 1 year 14.6% 1 to 3 years 85.4% 3 years or more 0.000% Since coverage start 0.000%

Managers in the top fifth by current three-year FundScore alpha were net sellers of $71,469,691 (2 buying, 4 selling).

Estimated Holder Cost Basis

Quarter ended Jun 30, 2026, on that quarter's share basis

Estimated, never filed: each 13F buy is costed at its quarter's average traded price and each sale keeps the average cost, so this is what holders paid on average if they traded evenly through each quarter.

Estimated avg cost
$48.16
estimated per share
Mar 31, 2026: $49.94
Quarter-end price
$33.26
implied by 13F values
Estimated gain or loss
-30.9%
price against the estimated cost
Estimated at a loss
98.5%
of costed 13F value

Estimated cost covers 84.5% of the 13F shares; positions already held when a filer's 13F history starts, or bought in a quarter without a trusted average price, have no estimate.

Fund Ownership of IBIT by Fund Type

Registered funds' Form N-PORT reports for the quarter ended Jun 30, 2026

Index funds and index ETFs hold 0.00% of shares outstanding.

Fund type Of shares outstanding Shares
Index funds 0.00% 0
Index ETFs 0.00% 16,514
Active ETFs 0.44% 5,686,766
Active funds 0.42% 5,513,292
Unclassified 0.06% 728,327
All registered funds 0.92% 11,944,899
How fund types are measured

Each fund series counts once, with its latest Form N-PORT report dated inside the quarter; only long share positions count, restated to today's split basis. The fund type is the series' latest Form N-CEN answer on or before the quarter end (the index-fund box and the exchange-traded flag), never its name. Unclassified funds have no usable N-CEN; unit investment trusts are among them, so index ownership is a floor. Funds sit inside their advisers' 13F reports, so these shares overlap the 13F figures and are never added to them.

Quarterly Activity

vs Jun 30, 2026
New
58
Increased
84
Decreased
109
Sold Out
22
Unchanged
68

New and Sold Out count only filers that reported a 13F for both quarters: a first-time filer's book is not a buy, and a fund that has not filed, or withheld its positions under confidential treatment, has not sold.

Holder count: -1,196
Institutional value: -97.5%
Shares held: -98.3%

Top Buyers

vs Jun 30, 2026
Institution Added Now Holds Open
SteelPeak Wealth, LLC +208,907 265,085
Signal Advisors Wealth, LLC +85,135 223,840
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC +75,092 324,371
PROATHLETE WEALTH MANAGEMENT LLC +45,673 277,966
Advisory Solutions Group, LLC +27,845 36,764

Top Sellers

vs Jun 30, 2026
Institution Sold Now Holds Open
Encompass More Asset Management −244,794 223,488
Strong Tower Advisory Services −218,623 9,860
Fiduciary Alliance LLC −85,323 11,580
Pettinga Financial Advisors LLC −79,492 60,695
QUATTRO FINANCIAL ADVISORS LLC −64,869 132,107

Top New Positions

vs Jun 30, 2026
Institution Acquired Value (USD) Open
SigFig Wealth Management, LLC 1,561,945 $73,942,476
JACKSON SQUARE CAPITAL, LLC 82,516 $3,906,307
Strong Retirement Solutions LLC 79,890 $3,781,992
Stegent Equity Advisors, Inc. 49,336 $2,335,566
BNC WEALTH MANAGEMENT, LLC 44,157 $2,090,392

Top Sold-Out Positions

vs Jun 30, 2026
Institution Previously Held Last Value (USD) Open
Silverleafe Capital Partners, LLC 37,184 $1,237,855
Go Invest LLC 28,707 $955,656
Howard Capital Management Group, LLC 25,515 $849,394
Discipline Wealth Solutions, LLC 25,387 $845,133
SACKS & ASSOCIATES, LLC 19,073 $634,940
Filter: New 58 Increased 84 Reduced 109 Sold out 22 Unchanged 68
Holder type: Registered adviser 228 Adviser 2 Bank 1 Insurer 1 Broker-dealer 1 Unknown 90
Showing 100 of 335
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
SigFig Wealth Management, LLC $73,942,476 13.27% 1,561,945
STEEL GROVE CAPITAL ADVISORS, LLC $21,428,214 3.84% 452,645
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC $15,218,437 2.73% 321,471
BigSur Wealth Management LLC $13,763,205 2.47% 290,731
PROATHLETE WEALTH MANAGEMENT LLC $13,158,908 2.36% 277,966
SteelPeak Wealth, LLC $12,530,187 2.25% 264,685
Franchise GP Ltd $10,956,038 1.97% 231,433
Signal Advisors Wealth, LLC $10,596,585 1.90% 223,840
Encompass More Asset Management $10,579,921 1.90% 223,488
SJBENEN ADVISORY, LLC $10,509,480 1.89% 222,000
Farther Finance Advisors, LLC $9,872,425 1.77% 208,543
RIVERSEDGE ADVISORS, LLC $9,794,409 1.76% 206,895
TITLEIST ASSET MANAGEMENT, LLC $8,168,895 1.47% 172,558
SAPIENT CAPITAL LLC $8,056,889 1.45% 170,192
Upper Left Wealth Management, LLC $6,813,314 1.22% 143,923
Yarbrough Capital, LLC $6,735,724 1.21% 142,284
QUATTRO FINANCIAL ADVISORS LLC $6,253,945 1.12% 132,107
Secure Asset Management, LLC $6,236,334 1.12% 131,735
MISSION WEALTH MANAGEMENT, LP $5,940,743 1.07% 125,491
FORTE ASSET MANAGEMENT LLC $5,878,965 1.05% 124,186
EPIQ PARTNERS, LLC $5,622,429 1.01% 118,767
Financial Enhancement Group LLC $5,398,038 0.97% 114,027
Dynamic Advisor Solutions LLC $5,104,104 0.92% 107,818
San Luis Wealth Advisors LLC $5,003,459 0.90% 105,692
AlphaStar Capital Management, LLC $4,896,139 0.88% 103,425
TRAPHAGEN INVESTMENT ADVISORS LLC $4,832,893 0.87% 102,089
Gradient Investments LLC $4,635,580 0.83% 97,921
Apeiron RIA LLC $4,542,036 0.81% 95,945
Tactive Advisors, LLC $4,510,507 0.81% 95,279
Concurrent Investment Advisors, LLC $4,424,726 0.79% 93,467
Atria Investments, Inc $4,423,923 0.79% 93,450
Amtrust Financial Services, Inc. $4,189,590 0.75% 88,500
Finer Wealth Management, Inc. $4,186,938 0.75% 88,444
Valeo Financial Advisors, LLC $4,136,143 0.74% 87,371
IFP Advisors, Inc $4,082,364 0.73% 86,235
Cobblestone Asset Management LLC $3,979,021 0.71% 84,052
JACKSON SQUARE CAPITAL, LLC $3,906,307 0.70% 82,516
Strong Retirement Solutions LLC $3,781,992 0.68% 79,890
SJBENEN ADVISORY, LLC $3,749,328 0.67% 79,200
Gainplan LLC $3,711,929 0.67% 78,410
VISTA INVESTMENT PARTNERS II, LLC $3,582,170 0.64% 75,669
Phraction Management LLC $3,559,968 0.64% 75,200
Hippocratic Financial Advisors, LLC $3,390,774 0.61% 71,626
Howard Capital Management Inc. $3,374,773 0.61% 71,288
Regent Peak Wealth Advisors LLC $3,253,252 0.58% 68,721
EQUITABLE TRUST CO $3,168,939 0.57% 66,940
Bison Wealth, LLC $3,059,962 0.55% 64,638
Columbus Macro, LLC $3,006,374 0.54% 63,506
UNIQUE WEALTH, LLC $2,977,070 0.53% 62,887
Pettinga Financial Advisors LLC $2,873,301 0.52% 60,695
INDEPENDENT FINANCIAL GROUP, LLC $2,866,342 0.51% 60,548
KMG FIDUCIARY PARTNERS, LLC $2,741,506 0.49% 57,911
Baring Financial LLC $2,679,017 0.48% 56,591
Rye Brook Capital LLC $2,677,077 0.48% 56,550
Lauer Wealth, LLC $2,517,919 0.45% 53,188
SALEM INVESTMENT COUNSELORS INC $2,484,403 0.45% 52,480
Activest Wealth Management $2,411,026 0.43% 50,930
Stegent Equity Advisors, Inc. $2,335,566 0.42% 49,336
LexAurum Advisors, LLC $2,335,424 0.42% 49,333
CWA Asset Management Group, LLC $2,327,897 0.42% 49,174
Avior Wealth Management, LLC $2,208,221 0.40% 46,646
Key Client Fiduciary Advisors, LLC $2,171,059 0.39% 45,861
BNC WEALTH MANAGEMENT, LLC $2,090,392 0.38% 44,157
Pachira Investments Inc. $2,045,750 0.37% 43,214
HCR Wealth Advisors $2,001,251 0.36% 42,274
CX Institutional $1,998,647 0.36% 42,219
Parisi Gray Wealth Management $1,995,191 0.36% 42,146
NFSG Corp $1,991,025 0.36% 42,058
Friday Financial $1,972,847 0.35% 41,674
TME FINANCIAL, INC. $1,941,224 0.35% 41,006
Avidian Wealth Enterprises, LLC $1,921,104 0.34% 40,581
Montz Harcus Wealth Management LLC $1,914,476 0.34% 40,441
Vontobel Holding Ltd. $1,846,543 0.33% 39,006
Lauer Wealth, LLC $1,817,856 0.33% 38,400
Archer Investment Management, LLC $1,816,199 0.33% 38,365
Advisory Solutions Group, LLC $1,740,407 0.31% 36,764
Financial Futures Ltd Liability Co. $1,703,671 0.31% 35,988
Compass Financial Group, Inc. (Ohio) $1,678,297 0.30% 35,452
HARBOR INVESTMENT ADVISORY, LLC $1,666,368 0.30% 35,200
15 Wealth Advisors LLC $1,655,621 0.30% 34,973
Legacy Advisors, LLC $1,614,530 0.29% 34,105
Objective Capital Management, LLC $1,575,806 0.28% 33,287
FSA Investment Group, LLC $1,559,142 0.28% 32,935
Mirador Capital Partners LP $1,545,556 0.28% 32,648
GK Wealth Management LLC $1,539,260 0.28% 32,515
MFG WEALTH MANAGEMENT, INC. $1,447,467 0.26% 30,576
Eagle Strategies LLC $1,439,609 0.26% 30,410
B. Riley Wealth Advisors, Inc. $1,411,773 0.25% 29,822
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors $1,375,653 0.25% 29,059
DOLIVER ADVISORS, LP $1,276,617 0.23% 26,967
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC $1,244,947 0.22% 26,298
Walser Wealth Management Company, A Ltd Liability Co $1,239,976 0.22% 26,193
ENCOMPASS WEALTH ADVISORS, LLC $1,214,080 0.22% 25,646
J2 Capital Management Inc $1,080,630 0.19% 22,827
Wealth Group Ltd $1,076,132 0.19% 22,732
TENET WEALTH PARTNERS, LLC $1,041,101 0.19% 21,992
Hilltop National Bank $1,022,023 0.18% 21,589
GATEWAY INVESTMENT ADVISERS LLC $1,007,489 0.18% 21,282
FORBES J M & CO LLP $1,002,661 0.18% 21,180
Cape Investment Advisory, Inc. $990,731 0.18% 20,928

Showing the top 100 of 335 holders. Create a free account to see every holder, past quarters, search, filters and CSV export.