iShares Bitcoin Trust ETF (IBIT) — Institutional Holders, Q2 2026 (page 4)
1,485 institutional investment managers reported a IBIT position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $11.6B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 301 to 400. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
IBIT 13F holders ranked 301–400 of 1,485
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 301 | Finer Wealth Management#301 · 82,763 sh | 82,763 | $2.8M | 1.23% | +16.0% |
| 302 | Atria Investments#302 · 82,603 sh | 82,603 | $2.7M | 0.03% | -4.8% |
| 303 | Stratos Wealth Partners, LTD.#303 · 81,925 sh | 81,925 | $2.7M | 0.03% | -8.6% |
| 304 | Banco BTG Pactual S.A.#304 · 81,705 sh | 81,705 | $2.7M | 0.23% | +379.3% |
| 305 | WIT#305 · 80,970 sh | 80,970 | $2.7M | 0.04% | 0.0% |
| 306 | Cobblestone Asset Management#306 · 80,762 sh | 80,762 | $2.7M | 1.12% | +4.2% |
| 307 | CWA Asset Management Group#307 · 80,419 sh | 80,419 | $2.7M | 0.08% | -9.4% |
| 308 | Gainplan#308 · 79,748 sh | 79,748 | $2.7M | 1.03% | +322.6% |
| 309 | IPG Investment Advisors#309 · 79,512 sh | 79,512 | $2.6M | 0.38% | +6.6% |
| 310 | OneDigital Investment Advisors#310 · 79,200 sh | 79,200 | $2.6M | 0.02% | +6.4% |
| 311 | RAYMOND JAMES FINANCIAL#311 · 78,764 sh | 78,764 | $2.6M | <0.01% | +14.6% |
| 312 | Audent Global Asset Management#312 · 78,476 sh | 78,476 | $2.6M | 2.92% | -4.5% |
| 313 | StoneX Group#313 · 76,644 sh | 76,644 | $2.6M | 0.11% | +98.0% |
| 314 | Polar Asset Management Partners#314 · 77,801 sh | 77,801 | $2.6M | 0.04% | -62.2% |
| 315 | Kapstone Financial Advisors#315 · 77,664 sh | 77,664 | $2.6M | 1.08% | +28.6% |
| 316 | UDINE WEALTH MANAGEMENT#316 · 77,614 sh | 77,614 | $2.6M | 1.06% | +8.6% |
| 317 | NavPoint Financial#317 · 77,204 sh | 77,204 | $2.6M | 0.95% | +7.3% |
| 318 | Savant Capital#318 · 74,183 sh | 74,183 | $2.6M | <0.01% | +80.1% |
| 319 | SALEM INVESTMENT COUNSELORS#319 · 77,000 sh | 77,000 | $2.6M | 0.06% | -0.6% |
| 320 | SYON CAPITAL#320 · 75,265 sh | 75,265 | $2.5M | 0.11% | +65.2% |
| 321 | Phraction Management#321 · 75,200 sh | 75,200 | $2.5M | 0.42% | 0.0% |
| 322 | Garde Capital#322 · 75,113 sh | 75,113 | $2.5M | 0.11% | -7.5% |
| 323 | Freestone Capital#323 · 74,624 sh | 74,624 | $2.5M | 0.06% | -6.1% |
| 324 | Shade Tree Advisors#324 · 74,448 sh | 74,448 | $2.5M | 1.44% | +649.9% |
| 325 | Security National Bank#325 · 74,276 sh | 74,276 | $2.5M | 0.30% | New |
| 326 | Chicago Partners Investment Group#326 · 67,445 sh | 67,445 | $2.5M | 0.05% | +6.6% |
| 327 | INTEGRAL INVESTMENT ADVISORS#327 · 73,248 sh | 73,248 | $2.4M | 0.54% | +4.7% |
| 328 | Transcendent Capital Group#328 · 73,163 sh | 73,163 | $2.4M | 0.95% | +10.8% |
| 329 | Clare Market Investments#329 · 73,100 sh | 73,100 | $2.4M | 0.44% | -14.8% |
| 330 | Sharkey, Howes & Javer#330 · 72,376 sh | 72,376 | $2.4M | 0.29% | +33.3% |
| 331 | Howard Capital Management#331 · 71,288 sh | 71,288 | $2.4M | 0.03% | 0.0% |
| 332 | VISTA INVESTMENT PARTNERS II#332 · 70,761 sh | 70,761 | $2.4M | 0.92% | +9.3% |
| 333 | Gerber Kawasaki Wealth & Investment Management#333 · 70,355 sh | 70,355 | $2.3M | 0.06% | -5.8% |
| 334 | Bosman Wealth Management#334 · 70,275 sh | 70,275 | $2.3M | 1.45% | -22.9% |
| 335 | Family Management#335 · 70,065 sh | 70,065 | $2.3M | 0.24% | -39.1% |
| 336 | Purpose Unlimited#336 · 69,786 sh | 69,786 | $2.3M | 0.09% | -2.6% |
| 337 | Institute for Wealth Management#337 · 69,615 sh | 69,615 | $2.3M | 0.20% | New |
| 338 | MATAURO#338 · 69,508 sh | 69,508 | $2.3M | 0.31% | +0.2% |
| 339 | Red Door Wealth Management#339 · 69,488 sh | 69,488 | $2.3M | 0.21% | -12.8% |
| 340 | W.G. Shaheen & Associates DBA Whitney#340 · 69,483 sh | 69,483 | $2.3M | 0.17% | -9.5% |
| 341 | Corecam AG#341 · 69,270 sh | 69,270 | $2.3M | 1.97% | +1.1% |
| 342 | Keebeck Wealth Management#342 · 69,187 sh | 69,187 | $2.3M | 0.23% | -2.2% |
| 343 | Verde Capital Management#343 · 68,668 sh | 68,668 | $2.3M | 0.42% | -73.8% |
| 344 | Sequoia Financial Advisors#344 · 68,170 sh | 68,170 | $2.3M | 0.01% | -1.6% |
| 345 | SIG BROKERAGE#345 · 67,861 sh | 67,861 | $2.3M | 0.04% | +10.3% |
| 346 | MERCER GLOBAL ADVISORS#346 · 67,437 sh | 67,437 | $2.2M | <0.01% | -6.2% |
| 347 | GK Wealth Management#347 · 66,935 sh | 66,935 | $2.2M | 1.17% | New |
| 348 | HUNTINGTON NATIONAL BANK#348 · 66,874 sh | 66,874 | $2.2M | 0.01% | +1.1% |
| 349 | Hippocratic Financial Advisors#349 · 66,816 sh | 66,816 | $2.2M | 0.84% | +7.1% |
| 350 | Regent Peak Wealth Advisors#350 · 66,277 sh | 66,277 | $2.2M | 0.41% | -6.2% |
| 351 | COMPASS FINANCIAL MANAGEMENT#351 · 65,417 sh | 65,417 | $2.2M | 0.27% | — |
| 352 | Broussard Financial Group#352 · 64,970 sh | 64,970 | $2.2M | 1.73% | -7.8% |
| 353 | DeepCurrents Investment Group#353 · 64,746 sh | 64,746 | $2.2M | 0.07% | New |
| 354 | M Securities#354 · 61,729 sh | 61,729 | $2.1M | 0.29% | +1.3% |
| 355 | Wakefield Asset Management LLLP#355 · 64,210 sh | 64,210 | $2.1M | 0.48% | +26.3% |
| 356 | SOFI WEALTH#356 · 64,074 sh | 64,074 | $2.1M | 0.09% | +28.0% |
| 357 | KIRTLAND HILLS CAPITAL MANAGEMENT#357 · 63,879 sh | 63,879 | $2.1M | 0.60% | +4.7% |
| 358 | UNIQUE WEALTH#358 · 63,841 sh | 63,841 | $2.1M | 0.25% | +74.0% |
| 359 | CAMBIENT FAMILY OFFICE#359 · 63,811 sh | 63,811 | $2.1M | 0.26% | +125.5% |
| 360 | Avid Wealth Partners#360 · 63,747 sh | 63,747 | $2.1M | 1.03% | +32.9% |
| 361 | Waterloo Capital, L.P.#361 · 62,852 sh | 62,852 | $2.1M | 0.12% | -23.6% |
| 362 | MATRIX PRIVATE CAPITAL GROUP#362 · 62,662 sh | 62,662 | $2.1M | 0.91% | -11.5% |
| 363 | Cornerstone Advisory#363 · 61,949 sh | 61,949 | $2.1M | 0.17% | +5.4% |
| 364 | GFS Advisors#364 · 8,588 sh | 8,588 | $2.1M | 0.12% | -83.8% |
| 365 | Dakota Wealth Management#365 · 61,886 sh | 61,886 | $2.1M | 0.04% | -12.7% |
| 366 | Kingstone Capital Partners Texas#366 · 61,454 sh | 61,454 | $2.0M | 1.09% | -0.8% |
| 367 | EQUITABLE#367 · 61,395 sh | 61,395 | $2.0M | 0.09% | +9.6% |
| 368 | Bison Wealth#368 · 56,533 sh | 56,533 | $2.0M | 0.19% | +1.6% |
| 369 | SkyBridge Capital II#369 · 61,330 sh | 61,330 | $2.0M | 19.60% | -59.1% |
| 370 | Geneos Wealth Management#370 · 61,162 sh | 61,162 | $2.0M | 0.04% | +336.7% |
| 371 | Moors & Cabot#371 · 60,816 sh | 60,816 | $2.0M | 0.08% | -4.7% |
| 372 | ESG Planning DBA Harper Investing#372 · 60,443 sh | 60,443 | $2.0M | 0.68% | +27.5% |
| 373 | NKCFO#373 · 60,000 sh | 60,000 | $2.0M | 0.60% | -31.4% |
| 374 | Principia Wealth Advisory#374 · 59,798 sh | 59,798 | $2.0M | 0.99% | +388.9% |
| 375 | Baring Financial#375 · 59,772 sh | 59,772 | $2.0M | — | +5.6% |
| 376 | Destiny Capital#376 · 59,484 sh | 59,484 | $2.0M | 0.92% | +21.1% |
| 377 | Parallel Advisors#377 · 59,376 sh | 59,376 | $2.0M | 0.03% | -0.5% |
| 378 | Pine Valley Investments Ltd Liability#378 · 59,002 sh | 59,002 | $2.0M | 0.08% | +22.5% |
| 379 | Aspiring Ventures#379 · 58,382 sh | 58,382 | $1.9M | 0.47% | +269.6% |
| 380 | Wealthcare Advisory Partners#380 · 58,131 sh | 58,131 | $1.9M | 0.04% | -35.0% |
| 381 | JTC Employer Solutions Trusteee Ltd#381 · 57,216 sh | 57,216 | $1.9M | 0.15% | 0.0% |
| 382 | CARY STREET PARTNERS FINANCIAL#382 · 57,019 sh | 57,019 | $1.9M | 0.04% | +94.5% |
| 383 | National Philanthropic#383 · 56,522 sh | 56,522 | $1.9M | 0.03% | +47.3% |
| 384 | CENTAURUS FINANCIAL#384 · 56,450 sh | 56,450 | $1.9M | 0.08% | -1.9% |
| 385 | WEDBUSH SECURITIES#385 · 55,902 sh | 55,902 | $1.9M | 0.05% | -2.4% |
| 386 | SteelPeak Wealth#386 · 55,778 sh | 55,778 | $1.9M | 0.05% | -2.2% |
| 387 | CITIZENS FINANCIAL GROUP#387 · 55,720 sh | 55,720 | $1.9M | 0.02% | -0.7% |
| 388 | PREVAIL INNOVATIVE WEALTH ADVISORS#388 · 55,140 sh | 55,140 | $1.8M | 0.27% | +43.7% |
| 389 | PANORAMIC INVESTMENT ADVISORS#389 · 55,129 sh | 55,129 | $1.8M | 0.88% | New |
| 390 | Rye Brook Capital#390 · 54,230 sh | 54,230 | $1.8M | — | +4.1% |
| 391 | Activest Wealth Management#391 · 53,155 sh | 53,155 | $1.8M | 0.34% | -20.5% |
| 392 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT#392 · 53,288 sh | 53,288 | $1.8M | <0.01% | +2.4% |
| 393 | Graetz Wealth#393 · 53,114 sh | 53,114 | $1.8M | 1.41% | +6.0% |
| 394 | Compagnie Lombard Odier SCmA#394 · 52,977 sh | 52,977 | $1.8M | 0.02% | -14.9% |
| 395 | COMMERCE BANK#395 · 52,442 sh | 52,442 | $1.7M | <0.01% | -9.4% |
| 396 | GREAT VALLEY ADVISOR GROUP#396 · 52,383 sh | 52,383 | $1.7M | 0.03% | +9.9% |
| 397 | Diversify Advisory Services#397 · 47,238 sh | 47,238 | $1.7M | 0.03% | New |
| 398 | DIVERSIFY WEALTH MANAGEMENT#398 · 47,238 sh | 47,238 | $1.7M | 0.03% | -14.1% |
| 399 | CreativeOne Wealth#399 · 52,108 sh | 52,108 | $1.7M | 0.04% | +8.5% |
| 400 | Friday Financial#400 · 47,634 sh | 47,634 | $1.7M | 0.46% | +2.9% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.