Filing Research | ISHARES BITCOIN TRUST ETF Institutional Holdings

Snapshot holdings

50 / 478 loaded

#		Instrument	quantity
1	Context Capital Management, LLC	PUT	5.7MSH	$191.3M
2	EXCHANGE TRADED CONCEPTS, LLC	CALL	3.6MSH	$121.0M
3	Consolidated Portfolio Review Corp	Shares	2.1MSH	$71.3M
4	Simplify Asset Management Inc.	CALL	1.5MSH	$48.5M
5	ACORN FINANCIAL ADVISORY SERVICES INC /ADV	Shares	849.3KSH	$28.3M
6	PPSC Investment Service Corp	Shares	626.0KSH	$20.8M
7	Simplify Asset Management Inc.	Shares	486.9KSH	$16.2M
8	Encompass More Asset Management	Shares	468.3KSH	$15.6M
9	Magnus Financial Group LLC	Shares	403.9KSH	$13.4M
10	BigSur Wealth Management LLC	Shares	297.5KSH	$9.9M
11	Merit Financial Group, LLC	Shares	293.0KSH	$9.8M
12	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	246.4KSH	$8.9M
13	Franchise GP Ltd	Shares	250.0KSH	$8.3M
14	Sara-Bay Financial	Shares	239.7KSH	$8.0M
15	PROATHLETE WEALTH MANAGEMENT LLC	Shares	232.3KSH	$7.7M
16	Strong Tower Advisory Services	Shares	228.5KSH	$7.6M
17	Bayshore Capital Advisors, LLC	Shares	227.9KSH	$7.6M
18	RIVERSEDGE ADVISORS, LLC	Shares	218.2KSH	$7.3M
19	Corecam Pte. Ltd.	Shares	205.3KSH	$6.8M
20	QUATTRO FINANCIAL ADVISORS LLC	Shares	197.0KSH	$6.6M
21	Farther Finance Advisors, LLC	Shares	196.7KSH	$6.6M
22	TITLEIST ASSET MANAGEMENT, LLC	Shares	175.6KSH	$5.8M
23	SAPIENT CAPITAL LLC	Shares	174.2KSH	$5.8M
24	FORTE ASSET MANAGEMENT LLC	Shares	164.8KSH	$5.5M
25	Upper Left Wealth Management, LLC	Shares	163.6KSH	$5.4M
26	Brookstone Capital Management	Shares	158.9KSH	$5.3M
27	Pettinga Financial Advisors LLC	Shares	140.2KSH	$4.7M
28	MISSION WEALTH MANAGEMENT, LP	Shares	135.1KSH	$4.5M
29	Bellecapital International Ltd.	Shares	128.7KSH	$4.3M
30	Better Way Financial, LLC	Shares	124.5KSH	$4.1M
31	Secure Asset Management, LLC	Shares	123.0KSH	$4.1M
32	New Capital Management LP	Shares	119.6KSH	$4.0M
33	EPIQ PARTNERS, LLC	Shares	119.2KSH	$4.0M
34	Dynamic Advisor Solutions LLC	Shares	113.7KSH	$3.8M
35	MEITAV INVESTMENT HOUSE LTD	Shares	111.7KSH	$3.7M
36	Financial Enhancement Group LLC	Shares	111.2KSH	$3.7M
37	Alliance Wealth Advisors, LLC /UT	Shares	108.6KSH	$3.6M
38	San Luis Wealth Advisors LLC	Shares	105.7KSH	$3.5M
39	Lauer Wealth, LLC	CALL	95.7KSH	$3.5M
40	Aprio Wealth Management, LLC	Shares	103.6KSH	$3.4M
41	BROWN WEALTH MANAGEMENT, LLC	Shares	101.4KSH	$3.4M
42	EverSource Wealth Advisors, LLC	Shares	100.1KSH	$3.3M
43	Fiduciary Alliance LLC	Shares	96.9KSH	$3.2M
44	Gradient Investments LLC	Shares	94.8KSH	$3.2M
45	Alpha Zero LLC	Shares	85.0KSH	$3.1M
46	Tactive Advisors, LLC	Shares	90.9KSH	$3.0M
47	IFP Advisors, Inc	Shares	90.9KSH	$3.0M
48	TRAPHAGEN INVESTMENT ADVISORS LLC	Shares	90.5KSH	$3.0M
49	Rathbones Group PLC	Shares	88.0KSH	$2.9M
50	JOHNSON INVESTMENT COUNSEL INC	Shares	87.7KSH	$2.9M

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Manager changes2026-06-30 vs 2026-03-31

50 / 537 loaded

#		Instrument
1	Context Capital Management, LLC new	PUT	+5.7M	+$191.3M	$191.3M
2	Simplify Asset Management Inc. added	CALL	+680.8K	+$18.5M	$48.5M
3	Franchise GP Ltd added	Shares	+246.0K	+$8.2M	$8.3M
4	RIVERSEDGE ADVISORS, LLC added	Shares	+175.8K	+$5.6M	$7.3M
5	Lauer Wealth, LLC trimmed	CALL	-244.9K	+$3.3M	$3.5M
6	ACORN FINANCIAL ADVISORY SERVICES INC /ADV added	Shares	+190.5K	+$3.0M	$28.3M
7	Merit Financial Group, LLC added	Shares	+106.1K	+$2.6M	$9.8M
8	Security National Bank new	Shares	+74.3K	+$2.5M	$2.5M
9	GK Wealth Management LLC new	Shares	+66.9K	+$2.2M	$2.2M
10	Gainplan LLC added	Shares	+60.9K	+$1.9M	$2.7M
11	KMG FIDUCIARY PARTNERS, LLC new	Shares	+47.6K	+$1.6M	$1.6M
12	Lansing Street Advisors added	Shares	+48.5K	+$1.4M	$2.9M
13	Gradient Investments LLC added	Shares	+48.4K	+$1.4M	$3.2M
14	Alliance Wealth Advisors, LLC /UT added	Shares	+47.5K	+$1.3M	$3.6M
15	San Luis Wealth Advisors LLC added	Shares	+45.9K	+$1.2M	$3.5M
16	Pacific Excel Wealth Advisors, Inc. new	Shares	+26.4K	+$877.5K	$877.5K
17	CARY STREET PARTNERS FINANCIAL LLC added	Shares	+27.7K	+$771.9K	$1.9M
18	Mayflower Financial Advisors, LLC added	Shares	+23.5K	+$719.1K	$1.2M
19	UNIQUE WEALTH, LLC added	Shares	+27.1K	+$715.3K	$2.1M
20	MISSION WEALTH MANAGEMENT, LP added	Shares	+36.0K	+$688.4K	$4.5M
21	BUFFALO BUSINESS & ESTATE SERVICES LTD new	Principal	+19.7K	+$654.6K	$654.6K
22	Key Client Fiduciary Advisors, LLC added	Shares	+23.1K	+$649.7K	$1.6M
23	BLUE SQUARE ASSET MANAGEMENT, LLC added	Shares	+21.9K	+$602.3K	$1.5M
24	Merit Financial Group, LLC new	CALL	+15.9K	+$529.3K	$529.3K
25	MEITAV INVESTMENT HOUSE LTD added	Shares	+28.4K	+$516.1K	$3.7M
26	JAMISON PRIVATE WEALTH MANAGEMENT, INC. new	Shares	+14.5K	+$483.1K	$483.1K
27	FIRETHORN WEALTH PARTNERS, LLC new	Shares	+12.9K	+$430.0K	$430.0K
28	Fortitude Family Office, LLC added	Shares	+12.8K	+$424.4K	$442.1K
29	CRA Financial Services, LLC new	Shares	+11.5K	+$383.9K	$383.9K
30	FORTE ASSET MANAGEMENT LLC added	Shares	+31.9K	+$379.4K	$5.5M
31	BROWN WEALTH MANAGEMENT, LLC added	Shares	+23.3K	+$376.1K	$3.4M
32	Revisor Wealth Management LLC added	Shares	+14.5K	+$375.0K	$1.2M
33	PREVAIL INNOVATIVE WEALTH ADVISORS, LLC added	Shares	+16.8K	+$361.3K	$1.8M
34	Balance Wealth Partners LLC new	Shares	+10.1K	+$337.6K	$337.6K
35	Sharkey, Howes & Javer added	Shares	+18.1K	+$323.7K	$2.4M
36	Coastwise Capital Group, LLC new	Shares	+9.6K	+$320.1K	$320.1K
37	Narwhal Capital Management new	Shares	+9.5K	+$316.9K	$316.9K
38	Holos Integrated Wealth LLC added	Shares	+10.0K	+$316.7K	$910.6K
39	American Financial Advisors, LLC new	Shares	+9.0K	+$300.0K	$300.0K
40	Sowell Financial Services LLC added	Shares	+12.3K	+$298.3K	$1.1M
41	NOVEM GROUP new	Shares	+8.7K	+$290.5K	$290.5K
42	CHIRON CAPITAL MANAGEMENT, LLC added	Shares	+9.2K	+$278.3K	$487.8K
43	True North Advisors, LLC new	Shares	+7.7K	+$258.0K	$258.0K
44	Leverty Financial Group, LLC new	Shares	+7.6K	+$253.2K	$253.2K
45	Sterling Investment Counsel, LLC new	Shares	+7.4K	+$245.3K	$245.3K
46	PFG Advisors new	Shares	+7.2K	+$240.7K	$240.7K
47	Shepherd Street Advisors LLC new	Shares	+6.5K	+$238.9K	$238.9K
48	Burns Matteson Capital Management, LLC new	Shares	+6.9K	+$230.5K	$230.5K
49	LRI Investments, LLC added	Shares	+10.0K	+$204.8K	$1.2M
50	ARWA LLC added	Shares	+6.1K	+$198.2K	$413.8K

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