iShares Bitcoin Trust ETF (IBIT) — Institutional Holders, Q2 2026 (page 8)
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 701 to 800. 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 701–800 of 1,485
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 701 | Oak Barrel Wealth Advisory#701 · 18,500 sh | 18,500 | $615.9K | 0.27% | — |
| 702 | NORTHEAST INVESTMENT MANAGEMENT#702 · 18,470 sh | 18,470 | $614.9K | 0.02% | 0.0% |
| 703 | Kagan Cocozza Asset Management#703 · 18,398 sh | 18,398 | $612.5K | 0.38% | +12.1% |
| 704 | HBK Sorce Advisory#704 · 16,641 sh | 16,641 | $611.4K | 0.01% | -1.1% |
| 705 | HERITAGE OAK WEALTH ADVISORS#705 · 18,365 sh | 18,365 | $611.4K | 0.18% | -1.2% |
| 706 | BASSO CAPITAL MANAGEMENT, L.P.#706 · 18,323 sh | 18,323 | $610.0K | 0.13% | -4.1% |
| 707 | Harfst & Associates#707 · 18,139 sh | 18,139 | $603.8K | 0.09% | +8.9% |
| 708 | Orin Green Financial#708 · 18,139 sh | 18,139 | $603.8K | 0.22% | 0.0% |
| 709 | Integrity Wealth Solutions#709 · 18,079 sh | 18,079 | $601.9K | 0.22% | New |
| 710 | Apella Capital#710 · 16,635 sh | 16,635 | $601.4K | — | +7.0% |
| 711 | OLD NATIONAL BANCORP#711 · 18,000 sh | 18,000 | $599.2K | 0.01% | -94.9% |
| 712 | Cypress Wealth Services#712 · 17,946 sh | 17,946 | $597.4K | 0.07% | +3.7% |
| 713 | NWAM#713 · 17,856 sh | 17,856 | $594.4K | 0.03% | +60.4% |
| 714 | Centiva Capital#714 · 17,670 sh | 17,670 | $588.2K | <0.01% | 0.0% |
| 715 | Tamar Securities#715 · 17,657 sh | 17,657 | $587.8K | 0.05% | +4.3% |
| 716 | Financial Management Professionals#716 · 17,636 sh | 17,636 | $587.1K | 0.06% | +0.7% |
| 717 | Balboa Wealth Partners#717 · 17,635 sh | 17,635 | $587.1K | 0.08% | +157.8% |
| 718 | FAS Wealth Partners#718 · 17,631 sh | 17,631 | $586.9K | 0.03% | +8.6% |
| 719 | Argentarii#719 · 16,310 sh | 16,310 | $586.2K | 0.18% | -1.5% |
| 720 | Prodigy Asset Management#720 · 17,600 sh | 17,600 | $585.9K | 0.18% | 0.0% |
| 721 | FLAGSHIP HARBOR ADVISORS#721 · 17,580 sh | 17,580 | $585.2K | 0.02% | +1.8% |
| 722 | Wick Capital Partners#722 · 17,512 sh | 17,512 | $583.0K | 0.09% | -4.1% |
| 723 | BOUSSARD & GAVAUDAN GESTION SAS#723 · 17,585 sh | 17,585 | $582.6K | 0.03% | — |
| 724 | Quadcap Wealth Management#724 · 17,420 sh | 17,420 | $579.9K | 0.06% | +1.5% |
| 725 | Fermata Advisors#725 · 17,419 sh | 17,419 | $579.9K | 0.12% | +0.9% |
| 726 | Global Wealth Management#726 · 17,382 sh | 17,382 | $578.6K | 0.29% | 0.0% |
| 727 | Three Seasons Wealth#727 · 17,366 sh | 17,366 | $578.1K | 0.05% | -24.0% |
| 728 | City State Bank#728 · 17,350 sh | 17,350 | $577.6K | 0.13% | 0.0% |
| 729 | 1776 Wealth#729 · 17,335 sh | 17,335 | $577.1K | 0.20% | 0.0% |
| 730 | DeDora Capital#730 · 17,318 sh | 17,318 | $576.5K | 0.13% | -9.8% |
| 731 | Sumitomo Mitsui#731 · 17,297 sh | 17,297 | $575.8K | <0.01% | New |
| 732 | Wealth Management Associates#732 · 17,296 sh | 17,296 | $575.8K | 0.16% | 0.0% |
| 733 | Ameliora Wealth Management Ltd.#733 · 17,121 sh | 17,121 | $570.0K | 0.17% | -1.2% |
| 734 | J.Safra Asset Management#734 · 16,980 sh | 16,980 | $565.3K | 0.03% | +12.4% |
| 735 | Sound Financial Strategies Group#735 · 16,935 sh | 16,935 | $563.8K | 0.36% | -29.8% |
| 736 | Archer Investment Management#736 · 16,904 sh | 16,904 | $562.7K | 0.19% | -80.0% |
| 737 | Wealth Watch Advisors#737 · 16,651 sh | 16,651 | $554.3K | 0.18% | -33.0% |
| 738 | LBMC INVESTMENT ADVISORS#738 · 16,620 sh | 16,620 | $553.3K | 0.03% | -20.0% |
| 739 | Ridgewood Investments#739 · 16,581 sh | 16,581 | $552.0K | — | -19.5% |
| 740 | Acorn Wealth Advisors#740 · 16,506 sh | 16,506 | $549.5K | 0.13% | +17.6% |
| 741 | EPG Wealth Management#741 · 16,408 sh | 16,408 | $546.2K | 0.13% | New |
| 742 | Diversified#742 · 16,386 sh | 16,386 | $545.5K | <0.01% | 0.0% |
| 743 | Sloy Dahl & Holst#743 · 16,368 sh | 16,368 | $544.9K | 0.07% | -13.2% |
| 744 | Landing Point Financial Group#744 · 16,318 sh | 16,318 | $543.2K | 0.18% | New |
| 745 | VERUS CAPITAL PARTNERS#745 · 16,258 sh | 16,258 | $541.2K | 0.03% | -9.6% |
| 746 | Atlas Private Wealth Advisors#746 · 16,225 sh | 16,225 | $540.1K | 0.12% | +31.6% |
| 747 | Kingsbury Capital Investment Advisors#747 · 16,197 sh | 16,197 | $539.2K | 0.46% | +89.7% |
| 748 | KMT WEALTH MANAGEMENT#748 · 16,197 sh | 16,197 | $539.2K | 0.46% | New |
| 749 | UMB Bank, n.a.#749 · 16,186 sh | 16,186 | $538.8K | <0.01% | -0.7% |
| 750 | CHILTON CAPITAL MANAGEMENT#750 · 16,152 sh | 16,152 | $537.7K | 0.02% | 0.0% |
| 751 | BEESE FULMER INVESTMENT MANAGEMENT#751 · 16,110 sh | 16,110 | $536.3K | 0.03% | +155.1% |
| 752 | EARNED WEALTH ADVISORS#752 · 15,990 sh | 15,990 | $532.3K | 0.03% | +34.7% |
| 753 | Nan Fung Group Ltd#753 · 15,968 sh | 15,968 | $531.6K | 0.40% | 0.0% |
| 754 | HighPoint Advisor Group#754 · 15,959 sh | 15,959 | $531.3K | 0.02% | -20.6% |
| 755 | PATTEN & PATTEN#755 · 15,907 sh | 15,907 | $529.5K | 0.03% | 0.0% |
| 756 | Modera Wealth Management#756 · 15,721 sh | 15,721 | $523.4K | <0.01% | -0.4% |
| 757 | Traynor Capital Management#757 · 15,679 sh | 15,679 | $521.9K | 0.02% | -35.7% |
| 758 | Sound View Wealth Advisors Group#758 · 15,617 sh | 15,617 | $519.9K | 0.03% | -34.6% |
| 759 | Wilmington Savings Fund Society, FSB#759 · 15,510 sh | 15,510 | $516.3K | 0.01% | -22.3% |
| 760 | Forum Financial Management#760 · 15,415 sh | 15,415 | $513.2K | <0.01% | -1.8% |
| 761 | FIRST FOUNDATION ADVISORS#761 · 15,403 sh | 15,403 | $512.8K | 0.02% | +34.4% |
| 762 | National Wealth Management Group#762 · 15,393 sh | 15,393 | $512.4K | 0.16% | +7.2% |
| 763 | LAZARI CAPITAL MANAGEMENT#763 · 15,375 sh | 15,375 | $511.8K | 0.16% | +26.2% |
| 764 | WHITTIER#764 · 14,159 sh | 14,159 | $511.4K | <0.01% | 0.0% |
| 765 | NewCorp Financial Services#765 · 15,336 sh | 15,336 | $510.5K | 0.39% | -14.1% |
| 766 | Luxor Capital Group#766 · 15,300 sh | 15,300 | $509.3K | 0.02% | New |
| 767 | BEACON FINANCIAL GROUP#767 · 15,276 sh | 15,276 | $508.5K | 0.05% | -0.1% |
| 768 | Summit Global Investments#768 · 15,198 sh | 15,198 | $506.0K | 0.03% | -0.1% |
| 769 | Kastel Capital Advisors#769 · 13,145 sh | 13,145 | $505.0K | 0.32% | -15.6% |
| 770 | Tempo Wealth#770 · 15,042 sh | 15,042 | $500.7K | 0.07% | -6.3% |
| 771 | Fortitude Financial#771 · 15,004 sh | 15,004 | $499.5K | 0.45% | -4.6% |
| 772 | Mirabaud & Cie SA#772 · 15,000 sh | 15,000 | $499.4K | 0.20% | 0.0% |
| 773 | DAYMARK WEALTH PARTNERS#773 · 14,971 sh | 14,971 | $498.4K | 0.01% | +113.0% |
| 774 | PURSUE WEALTH PARTNERS#774 · 14,919 sh | 14,919 | $496.7K | 0.28% | -14.2% |
| 775 | BEARING POINT CAPITAL#775 · 14,900 sh | 14,900 | $496.0K | 0.07% | New |
| 776 | Smartleaf Asset Management#776 · 14,503 sh | 14,503 | $495.7K | 0.02% | 0.0% |
| 777 | LWM Advisory Services#777 · 14,875 sh | 14,875 | $495.2K | 0.88% | 0.0% |
| 778 | CAP Partners#778 · 14,758 sh | 14,758 | $491.3K | 0.24% | +3.4% |
| 779 | CAPITAL ADVISORS#779 · 14,758 sh | 14,758 | $491.3K | <0.01% | +1.7% |
| 780 | ENCOMPASS WEALTH ADVISORS#780 · 14,734 sh | 14,734 | $490.5K | 0.15% | +49.2% |
| 781 | NORDEN GROUP#781 · 14,730 sh | 14,730 | $490.4K | 0.04% | -9.2% |
| 782 | CHIRON CAPITAL MANAGEMENT#782 · 14,654 sh | 14,654 | $487.8K | 0.44% | +168.7% |
| 783 | W ADVISORS#783 · 14,634 sh | 14,634 | $487.2K | 0.22% | +8.9% |
| 784 | Octavia Wealth Advisors#784 · 14,591 sh | 14,591 | $485.7K | 0.04% | +3.5% |
| 785 | Rossby Financial, LCC#785 · 14,529 sh | 14,529 | $483.7K | 0.09% | 0.0% |
| 786 | JAMISON PRIVATE WEALTH MANAGEMENT#786 · 14,513 sh | 14,513 | $483.1K | 0.05% | -1.2% |
| 787 | BLUEFIN CAPITAL MANAGEMENT#787 · 14,500 sh | 14,500 | $482.7K | 0.12% | New |
| 788 | Miracle Mile Advisors#788 · 14,469 sh | 14,469 | $481.7K | <0.01% | +6.0% |
| 789 | HBW Advisory Services#789 · 14,450 sh | 14,450 | $481.0K | 0.04% | +12.2% |
| 790 | Advance Capital Management#790 · 14,419 sh | 14,419 | $480.0K | 0.02% | +3.0% |
| 791 | Clear Creek Financial Management#791 · 14,341 sh | 14,341 | $477.4K | 0.03% | -3.3% |
| 792 | Sendero Wealth Management#792 · 14,340 sh | 14,340 | $477.4K | 0.05% | +16.7% |
| 793 | Insight Advisors, / PA#793 · 14,258 sh | 14,258 | $474.6K | 0.08% | -16.8% |
| 794 | Sage Investment Advisers#794 · 14,250 sh | 14,250 | $474.4K | 0.32% | 0.0% |
| 795 | Pallas Capital Advisors#795 · 14,197 sh | 14,197 | $472.6K | 0.01% | -58.5% |
| 796 | HARBOR INVESTMENT ADVISORY#796 · 14,193 sh | 14,193 | $472.5K | 0.03% | -6.1% |
| 797 | CFM WEALTH PARTNERS#797 · 14,144 sh | 14,144 | $470.9K | 0.06% | -42.9% |
| 798 | STRATEGIC ADVISORY PARTNERS#798 · 14,144 sh | 14,144 | $470.9K | 0.33% | 0.0% |
| 799 | PENNSYLVANIA CAPITAL MANAGEMENT#799 · 14,138 sh | 14,138 | $470.7K | 0.12% | +86.8% |
| 800 | Ewing Morris & Investment Partners Ltd.#800 · 14,111 sh | 14,111 | $469.8K | 0.25% | -54.4% |
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.