Public record / Tickers / IBIT

IBIT — iShares Bitcoin Trust ETF

Both disclosure regimes on one name: who in Congress filed about IBIT, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
11
all PTR rows naming IBIT
Members · 12m
3
6 buys · 0 sells · by trade date
Latest PTR
04-16
filed 2026-04-16
13F holders
500
top-500 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-09-14 06:30 UTCno price data — a disclosure record, not a chart

Sheri Biggs · $100K–$250K

Purchase · traded 2026-03-04 → filed 2026-04-16. Ranked over every IBIT row by the provable lower bound, never a point estimate.

3 members · 6 buys / 0 sells

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

1 row filed past the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

11 dated disclosures in the window, placed by trade date; magnitudes are the disclosed lower bounds.

Trade date, not filing date — the lag lives in the table below. 11 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING IBIT · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning IBIT
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-04-16Sheri Biggs R–SC-3Purchase · SP (spouse-owned)Traded 03-04 +43d$100K–$250K
2025-12-02Marjorie Taylor Greene R–GA-14PurchaseTraded 11-21 +11d$1K–$15K
2025-11-18Brandon Gill R–TX-26PurchaseTraded 10-29 +20d$15K–$50K
2025-10-28Marjorie Taylor Greene R–GA-14PurchaseTraded 10-24 +4d$1K–$15K
2025-10-20Marjorie Taylor Greene R–GA-14PurchaseTraded 10-15 +5d$1K–$15K
Traded → filed dates on every rowEach row shows the trade date and the filing date; the gap between them is the disclosure lag.all 11 ↗

Members active in IBIT

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing IBIT in the trailing 12 months
MemberRowsNetNet disclosed flow for this ticker: purchases minus sales, computed as a net range on the disclosed amounts. A lower bound is provable, never a point.CommitteesNumber of committees the member sat on as of their latest trade date in the window, from the cc0-legislators roster snapshot. Context, never an allegation; jurisdiction overlap needs the sector join.
Marjorie Taylor Greene R–GA-144$4.0K to $60.0K
Brandon Gill R–TX-261$15.0K to $50.0K3
Sheri Biggs R–SC-31$100K to $250K3

3 members in the window · counts of disclosures, not dollars.

Congress ↔ notable managers · IBIT

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers
0
Sellers
0

filed 2026-06-16 → 2026-09-14 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Trimming
0 $0 held

new + add vs trim + exit, by shares · $ = reported value now, not the change · ISHARES BITCOIN TRUST ETF

Merged timeline of congressional filings and notable-manager moves on IBIT
DateWhoChangeSize
2026-05-15Tudor Investment Corp 13Fadd+2,560 sh
2026-05-15Gotham Asset Management 13Fadd+3,921 sh

2 newest rows · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

Top institutional holders of IBIT for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1Brevan Howard Capital Management LP$934M1
2MILLENNIUM MANAGEMENT LLC$741M1
3Avenir Tech Ltd$702M1
4MORGAN STANLEY$663M1
5Mubadala Investment Co PJSC$566M1
6BlackRock, Inc.$538M1
7Abu Dhabi Investment Council Co P.J.S.C$316M1
8Galaxy Digital Inc.$287M1
9Laurore Ltd$263M1
10WELLS FARGO & COMPANY/MN$250M1
11D. E. Shaw & Co., Inc.$241M1
12JANE STREET GROUP, LLC$226M1
13Marex Group Ltd$207M1
14IMC-Chicago, LLC$166M1
15Walleye Capital LLC$166M1
16MACQUARIE GROUP LTD$159M1
17NEOS Investment Management LLC$134M1
18HRTG GPE, LLC$125M1
19LPL Financial LLC$124M1
20MARINER INVESTMENT GROUP LLC$120M1
21HARVARD MANAGEMENT CO INC$117M1
22Schonfeld Strategic Advisors LLC$90.4M1
23Weiss Asset Management LP$87.6M1
24Pine Ridge Advisers LLC$86.2M1
25Consolidated Portfolio Review Corp$82.3M1
26Texas Capital Bank Wealth Management Services Inc$78.1M1
27Hudson Bay Capital Management LP$72.2M1
28Pinpoint Asset Management (Singapore) Pte. Ltd.$68.7M1
29Walleye Trading LLC$67.2M1
30Cerity Partners LLC$67.1M1
31Pilgrim Partners Asia Pte Ltd$66.6M1
32SUSQUEHANNA INTERNATIONAL GROUP, LLP$65.4M1
33ParaFi Capital LP$56.1M1
34Wealthfront Advisers LLC$56.1M1
35Copperwood Asset Management LP$54.4M1
36Cresset Asset Management, LLC$51.0M1
37Fortress Investment Group LLC$50.9M1
38HighTower Advisors, LLC$50.9M1
39Cetera Investment Advisers$49.8M1
40CITADEL ADVISORS LLC$49.0M1
41Ovata Capital Management Ltd$43.9M1
42Patient Capital Management, LLC$42.3M1
43Harvest Portfolios Group Inc.$38.1M1
44Financial Engines Advisors L.L.C.$37.6M1
45BANK OF AMERICA CORP /DE/$37.4M1
46Mariner, LLC$36.6M1
47Graham Capital Management, L.P.$35.6M1
48HORIZON KINETICS ASSET MANAGEMENT LLC$30.5M1
49Rising Stella Capital Pte. Ltd$29.8M1
50Squarepoint Ops LLC$29.0M1
51ENVESTNET ASSET MANAGEMENT INC$28.5M1
52Corient Private Wealth LLC$28.5M1
53KALEIDOSCOPE CAPITAL LP$27.3M1
54Simplify Asset Management Inc.$26.9M1
55FOUNDATIONS INVESTMENT ADVISORS, LLC$26.7M1
56ALLEN OPERATIONS LLC$25.7M1
57WINTON GROUP Ltd$25.4M1
58Garda Capital Partners LP$25.4M1
59ACORN FINANCIAL ADVISORY SERVICES INC /ADV$25.3M1
60CANTOR FITZGERALD, L. P.$25.3M1
61Intesa Sanpaolo S.p.A.$24.9M1
62DISCOVERY CAPITAL MANAGEMENT, LLC / CT$24.7M1
63MML INVESTORS SERVICES, LLC$24.2M1
64Magnus Financial Group LLC$24.2M1
65US BANCORP \DE\$23.9M1
66COMMONWEALTH EQUITY SERVICES, LLC$23.7M1
67TITAN GLOBAL CAPITAL MANAGEMENT USA LLC$22.8M1
68SIH Partners, LLLP$22.5M1
69TUDOR INVESTMENT CORP ET AL$22.2M1
70PPSC Investment Service Corp$21.7M1
71Oxler Private Wealth LLC$21.3M1
72Marcho Partners LLP$20.6M1
73Creative Planning$19.8M1
74Militia Capital Management LLC$19.6M1
75Ardmore Road Asset Management LP$19.2M1
76BALYASNY ASSET MANAGEMENT L.P.$19.1M1
77Qube Research & Technologies Ltd$18.7M1
78HIMENSION CAPITAL (SINGAPORE) PTE. LTD.$18.5M1
79NewEdge Advisors, LLC$18.4M1
80Encompass More Asset Management$16.1M1
81AlTi Global, Inc.$16.0M1
82OSAIC HOLDINGS, INC.$15.9M1
83CWM, LLC$15.5M1
84Sanctuary Advisors, LLC$15.0M1
85Strong Tower Advisory Services$14.6M1
86GenTrust, LLC$14.4M1
87NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$14.3M1
88MONETA GROUP INVESTMENT ADVISORS LLC$14.2M1
89PBCay One RSC Ltd$14.0M1
90Spear Holdings RSC Ltd$14.0M1
91UBS Group AG$14.0M1
92SCOTIA CAPITAL INC.$13.9M1
93RITHOLTZ WEALTH MANAGEMENT$13.8M1
94Janus Henderson Group Ltd.$13.5M1
95CIBC WORLD MARKET INC.$13.5M1
96OLD NATIONAL BANCORP /IN/$13.4M1
97Focus Partners Wealth$13.3M1
98Bleakley Financial Group, LLC$13.3M1
99RENAISSANCE TECHNOLOGIES LLC$13.1M1
100Lalia Capital, LLC$12.6M1
101Aequim Alternative Investments LP$12.5M1
102Tidal Investments LLC$11.9M1
103Kestra Advisory Services, LLC$11.8M1
104Farringdon Capital, Ltd.$11.8M1
105Lido Advisors, LLC$11.8M1
106LAKEWOOD CAPITAL MANAGEMENT, LP$11.4M1
107SJBENEN ADVISORY, LLC$11.0M1
108LMR Partners LLP$10.8M1
109Bayshore Capital Advisors, LLC$10.7M1
110PEAK6 LLC$10.7M1
111QUATTRO FINANCIAL ADVISORS LLC$10.7M1
112MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$10.5M1
113Kamunting Street Capital Management, L.P.$10.4M1
114BigSur Wealth Management LLC$10.3M1
115Aristides Capital LLC$10.1M1
116Verde Capital Management$10.1M1
117INSIGNEO ADVISORY SERVICES, LLC$10.0M1
118Savvy Advisors, Inc.$10.0M1
119Massar Capital Management, LP$9.6M1
120SEEDS INVESTOR LLC$9.4M1
121FIFTH THIRD BANCORP$9.3M1
122Private Advisor Group, LLC$9.3M1
123Verition Fund Management LLC$9.2M1
124ASSETMARK, INC$9.2M1
125KADENSA CAPITAL Ltd$9.1M1
126VCI Wealth Management LLC$9.0M1
127Equitable Holdings, Inc.$9.0M1
128WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$8.9M1
129Humankind Investments LLC$8.9M1
130Optiver Holding B.V.$8.9M1
131J. Safra Sarasin Holding AG$8.4M1
132CIBC Bancorp USA Inc.$8.4M1
133BANK OF NOVA SCOTIA$8.2M1
134Brown University$8.2M1
135IEQ CAPITAL, LLC$8.1M1
136NewEdge Wealth, LLC$8.1M1
137Arax Advisory Partners$8.0M1
138Summit Financial, LLC$8.0M1
139Independent Advisor Alliance$8.0M1
140Polar Asset Management Partners Inc.$7.9M1
141Lifeworks Advisors, LLC$7.9M1
142Corecam Pte. Ltd.$7.8M1
143Trustees of Dartmouth College$7.7M1
144Mutual Advisors, LLC$7.6M1
145Addison Capital Co$7.5M1
146Main Street Research LLC$7.5M1
147Merit Financial Group, LLC$7.2M1
148Trek Financial, LLC$7.1M1
149Kingsview Wealth Management, LLC$7.1M1
150Quadrature Capital Ltd$7.1M1
151SAPIENT CAPITAL LLC$7.0M1
152Sovran Advisors, LLC$7.0M1
153VestGen Advisors, LLC$6.8M1
154MAI Capital Management$6.8M1
155Pekin Hardy Strauss, Inc.$6.7M1
156CITIGROUP INC$6.6M1
157TITLEIST ASSET MANAGEMENT, LLC$6.6M1
158Compass Ion Advisors, LLC$6.5M1
159IvyRock Asset Management (HK) Ltd$6.4M1
160Evolution Wealth Advisors, LLC$6.4M1
161Elequin Capital, LP$6.3M1
162GFS Advisors, LLC$6.0M1
163AXXCESS WEALTH MANAGEMENT, LLC$5.9M1
164Brookstone Capital Management$5.9M1
165Upper Left Wealth Management, LLC$5.8M1
166Bienville Capital Management, LLC$5.8M1
167Evercore Wealth Management, LLC$5.8M1
168SkyBridge Capital II, LLC$5.8M1
169Steward Partners Investment Advisory, LLC$5.7M1
170Signal Advisors Wealth, LLC$5.7M1
171Cranbrook Wealth Management, LLC$5.6M1
172Waverly Advisors, LLC$5.6M1
173Estate Planners Group, LLC$5.6M1
174Beacon Pointe Advisors, LLC$5.6M1
175Alamea Verwaltungs GmbH$5.6M1
176Yarbrough Capital, LLC$5.5M1
177Wealthspire Advisors, LLC$5.5M1
178Truvestments Capital LLC$5.3M1
179Bulltick Wealth Management, LLC$5.3M1
180Dynasty Wealth Management, LLC$5.2M1
181K2 PRINCIPAL FUND, L.P.$5.1M1
182Maytree Asset Management Ltd$5.1M1
183FORTE ASSET MANAGEMENT LLC$5.1M1
184Sepio Capital, LP$5.1M1
185Spartan Wealth Advisory Services LLC$5.1M1
186Dynamic Advisor Solutions LLC$5.1M1
187EVOKE WEALTH, LLC$5.1M1
188Pettinga Financial Advisors LLC$5.1M1
189Perigon Wealth Management, LLC$5.0M1
190FIRST TRUST ADVISORS LP$4.9M1
191Palumbo Wealth Management LLC$4.8M1
192AE Wealth Management LLC$4.8M1
193Compound Planning, Inc.$4.8M1
194New Capital Management LP$4.7M1
195TRUIST FINANCIAL CORP$4.6M1
196Clearstead Advisors, LLC$4.6M1
197MILLBANK DARTMOOR PORTSMOUTH LLC$4.5M1
198EFG International AG$4.5M1
199Avestar Capital, LLC$4.5M1
200Requisite Capital Management, LLC$4.5M1
201Cercano Management LLC$4.5M1
202MGO ONE SEVEN LLC$4.5M1
203Family Manage LLC$4.4M1
204Vise Technologies, Inc.$4.4M1
205Secure Asset Management, LLC$4.4M1
206Clear Point Advisors Inc.$4.4M1
207Rakuten Group, Inc.$4.2M1
208KESTRA PRIVATE WEALTH SERVICES, LLC$4.2M1
209EPIQ PARTNERS, LLC$4.2M1
210Stratos Wealth Advisors, LLC$4.0M1
211Vienna Asset Management LLC$4.0M1
212BROWN ADVISORY INC$4.0M1
213Proficio Capital Partners LLC$4.0M1
214Aprio Wealth Management, LLC$3.9M1
215Visionary Wealth Advisors$3.9M1
216Pathstone Holdings, LLC$3.8M1
217MISSION WEALTH MANAGEMENT, LP$3.8M1
218HB Wealth Management, LLC$3.8M1
219EP Wealth Advisors, LLC$3.8M1
220Focus Partners Advisor Solutions, LLC$3.7M1
221Foundation Wealth Management, LLC$3.7M1
222Capital Wealth Alliance, LLC$3.7M1
223NTV ASSET MANAGEMENT LLC$3.7M1
224Allie Family Office LLC$3.7M1
225Concurrent Investment Advisors, LLC$3.6M1
226UNITED CAPITAL FINANCIAL ADVISORS, LLC$3.6M1
227Bosman Wealth Management, LLC$3.5M1
228Centurion Wealth Management LLC$3.5M1
229JOHNSON INVESTMENT COUNSEL INC$3.5M1
230Financial Sense Advisors, Inc.$3.5M1
231Stratos Wealth Partners, LTD.$3.4M1
232Wealthcare Advisory Partners LLC$3.4M1
233CWA Asset Management Group, LLC$3.4M1
234World Investment Advisors$3.4M1
235ELEMENT POINTE ADVISORS, LLC$3.4M1
236AlphaStar Capital Management, LLC$3.4M1
237PENNINGTON PARTNERS & CO., LLC$3.4M1
238Atria Investments, Inc$3.3M1
239TRAPHAGEN INVESTMENT ADVISORS LLC$3.3M1
240Clare Market Investments LLC$3.3M1
241Abacus Planning Group, Inc.$3.3M1
242Archer Investment Management, LLC$3.3M1
243Alpha Zero LLC$3.2M1
244MEITAV INVESTMENT HOUSE LTD$3.2M1
245BRIDGER MANAGEMENT, LLC$3.2M1
246Waterloo Capital, L.P.$3.2M1
247Audent Global Asset Management, LLC$3.2M1
248Apeiron RIA LLC$3.1M1
249Garde Capital, Inc.$3.1M1
250WIT, LLC$3.1M1
251Tactive Advisors, LLC$3.1M1
252Bull Oak Capital, LLC$3.1M1
253Red Door Wealth Management, LLC$3.1M1
254Freestone Capital Holdings, LLC$3.1M1
255BROWN WEALTH MANAGEMENT, LLC$3.0M1
256Cobblestone Asset Management LLC$3.0M1
257SALEM INVESTMENT COUNSELORS INC$3.0M1
258W.G. Shaheen & Associates DBA Whitney & Co$3.0M1
259Mill Creek Capital Advisors, LLC$2.9M1
260BBR PARTNERS, LLC$2.9M1
261Phraction Management LLC$2.9M1
262Step Capital Management Pte. Ltd.$2.9M1
263Gerber Kawasaki Wealth & Investment Management$2.9M1
264IPG Investment Advisors LLC$2.9M1
265OneDigital Investment Advisors LLC$2.9M1
266Chicago Partners Investment Group LLC$2.8M1
267Manatuck Hill Partners, LLC$2.8M1
268NavPoint Financial, Inc.$2.8M1
269MERCER GLOBAL ADVISORS INC /ADV$2.8M1
270Purpose Unlimited Inc.$2.8M1
271UDINE WEALTH MANAGEMENT, INC.$2.7M1
272Finer Wealth Management, Inc.$2.7M1
273Howard Capital Management, LLC$2.7M1
274Dakota Wealth Management$2.7M1
275MATRIX PRIVATE CAPITAL GROUP LLC$2.7M1
276Keebeck Wealth Management$2.7M1
277PROMETHIUM ADVISORS,LLC$2.7M1
278Convergence Financial, LLC$2.7M1
279GROUP ONE TRADING LLC$2.7M1
280Broussard Financial Group LLC$2.7M1
281Lauer Wealth, LLC$2.7M1
282INTEGRAL INVESTMENT ADVISORS, INC.$2.7M1
283MATAURO, LLC$2.7M1
284ELEVATION POINT WEALTH PARTNERS, LLC$2.7M1
285Sequoia Financial Advisors, LLC$2.7M1
286RAYMOND JAMES FINANCIAL INC$2.6M1
287Corecam AG$2.6M1
288Ursa Fund Management, LLC$2.6M1
289Ausdal Financial Partners, Inc.$2.6M1
290Wedmont Private Capital$2.6M1
291COATUE MANAGEMENT LLC$2.6M1
292Activest Wealth Management$2.6M1
293TOTAL INVESTMENT MANAGEMENT INC$2.6M1
294Aptus Capital Advisors, LLC$2.6M1
295Bison Wealth, LLC$2.5M1
296Simplicity Wealth,LLC$2.5M1
297BlueCrest Capital Management Ltd$2.5M1
298VISTA INVESTMENT PARTNERS II, LLC$2.5M1
299Moors & Cabot, Inc.$2.5M1
300CSS LLC/IL$2.4M1
301QTR Family Wealth, LLC$2.4M1
302Hippocratic Financial Advisors, LLC$2.4M1
303Quantinno Capital Management LP$2.4M1
304Compagnie Lombard Odier SCmA$2.4M1
305Kingstone Capital Partners Texas, LLC$2.4M1
306SIG BROKERAGE, LP$2.4M1
307DIVERSIFY WEALTH MANAGEMENT, LLC$2.4M1
308U.S. Capital Wealth Advisors, LLC$2.3M1
309Alliance Wealth Advisors, LLC /UT$2.3M1
310Sivia Capital Partners, LLC$2.3M1
311Amtrust Financial Services, Inc.$2.3M1
312Kapstone Financial Advisors LLC$2.3M1
313San Luis Wealth Advisors LLC$2.3M1
314SPHERA FUNDS MANAGEMENT LTD.$2.3M1
315Procyon Advisors, LLC$2.3M1
316SkyOak Wealth, LLC$2.3M1
317Montz Harcus Wealth Management LLC$2.3M1
318Cornerstone Advisory, LLC$2.3M1
319KM Capital Management Ltd.$2.3M1
320PRELUDE CAPITAL MANAGEMENT, LLC$2.2M1
321WCG Wealth Advisors LLC$2.2M1
322COMMERCE BANK$2.2M1
323Venture Visionary Partners LLC$2.2M1
324SteelPeak Wealth, LLC$2.2M1
325Curi Capital, LLC$2.2M1
326Baring Financial LLC$2.2M1
327CITIZENS FINANCIAL GROUP INC/RI$2.2M1
328&PARTNERS$2.2M1
329MILESTONE ASSET MANAGEMENT, LLC$2.1M1
330PANORAMIC INVESTMENT ADVISORS, LLC$2.1M1
331SCS Capital Management LLC$2.1M1
332OneAscent Financial Services LLC$2.1M1
333Sharkey, Howes & Javer$2.1M1
334Allworth Financial LP$2.1M1
335Powell Investment Advisors, LLC$2.0M1
336Blue Sky Capital Consultants Group, Inc.$2.0M1
337Genesee Capital Advisors, LLC$2.0M1
338Avidian Wealth Enterprises, LLC$2.0M1
339Wakefield Asset Management LLLP$2.0M1
340J.W. COLE ADVISORS, INC.$1.9M1
341Graetz Wealth LLC$1.9M1
342SOFI WEALTH, LLC$1.9M1
343WMG Financial Advisors, LLC$1.9M1
344Gateway Wealth Partners, LLC$1.9M1
345Destiny Capital Corp/CO$1.9M1
346Aljian Capital Management, LLC$1.9M1
347NFSG Corp$1.9M1
348Pine Valley Investments Ltd Liability Co$1.8M1
349Avid Wealth Partners LLC$1.8M1
350Orland Properties Ltd$1.8M1
351Oasis Advisors, LLC$1.8M1
352GREAT VALLEY ADVISOR GROUP, INC.$1.8M1
353Federation des caisses Desjardins du Quebec$1.8M1
354PLANNING ALTERNATIVES LTD /ADV$1.8M1
355Altura Wealth Advisors Inc.$1.8M1
356Point72 Asset Management, L.P.$1.8M1
357RFG Advisory, LLC$1.8M1
358DDD Partners, LLC$1.8M1
359Gradient Investments LLC$1.8M1
360ROYAL BANK OF CANADA$1.8M1
361Friday Financial$1.8M1
362Jackson Hole Capital Partners, LLC$1.8M1
363Empower Advisory Group, LLC$1.7M1
364Financial Futures Ltd Liability Co.$1.7M1
365Cassaday & Co Wealth Management LLC$1.7M1
366INDEPENDENT FINANCIAL GROUP, LLC$1.7M1
367C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors$1.7M1
368LexAurum Advisors, LLC$1.7M1
369Columbus Macro, LLC$1.7M1
370SIMON QUICK ADVISORS, LLC$1.7M1
371FORTRESS PRIVATE LEDGER, LLC$1.7M1
372MUSTICO FINANCIAL GROUP, INC.$1.7M1
373RIA Advisory Group LLC$1.7M1
374Kathmere Capital Management, LLC$1.7M1
375Platform Technology Partners$1.7M1
376Americana Partners, LLC$1.7M1
377Avior Wealth Management, LLC$1.6M1
378MBL Wealth, LLC$1.6M1
379Impact Partnership Wealth, LLC$1.6M1
380RIVERSEDGE ADVISORS, LLC$1.6M1
381INVESTMENT PARTNERS, LTD.$1.6M1
382Solstein Capital, LLC$1.6M1
383VectorGlobal IAG, Inc.$1.6M1
384All Terrain Financial Advisors, LLC$1.6M1
385Savant Capital, LLC$1.6M1
386AKUNA SECURITIES LLC$1.6M1
387Andina Capital Management, LLC$1.6M1
388ION Fund Management Ltd$1.5M1
389Larson Financial Group LLC$1.5M1
390Orion Porfolio Solutions, LLC$1.5M1
391Pachira Investments Inc.$1.5M1
392Vestmark Advisory Solutions, Inc.$1.5M1
393COMPASS CAPITAL CORP /MA/ /ADV$1.5M1
394Quinn Opportunity Partners LLC$1.5M1
395TME FINANCIAL, INC.$1.5M1
396StoneX Group Inc.$1.5M1
397National Philanthropic Trust$1.5M1
398PREVAIL INNOVATIVE WEALTH ADVISORS, LLC$1.5M1
399Evergreen Quality Fund GP, Ltd.$1.5M1
400Jefferies Financial Group Inc.$1.5M1
401Lansing Street Advisors$1.5M1
402ARS Investment Partners, LLC$1.4M1
403Gladstone Institutional Advisory LLC$1.4M1
404United Advisor Group, LLC$1.4M1
405OXFORD FINANCIAL GROUP, LTD. LLC$1.4M1
406CMG Global Holdings, LLC$1.4M1
407Sagace Wealth Management LLC$1.4M1
408Modern Wealth Management, LLC$1.4M1
409GUGGENHEIM CAPITAL LLC$1.4M1
410CORA CAPITAL ADVISORS LLC$1.4M1
411Compass Financial Group, Inc. (Ohio)$1.4M1
412CHOREO, LLC$1.4M1
413Calamos Advisors LLC$1.4M1
414Calamos Wealth Management LLC$1.4M1
415Elevate Capital Advisors, LLC$1.3M1
416Sanchez Levi Garrett$1.3M1
417RED REEF ADVISORS LLC$1.3M1
418TCM Advisors, LLC$1.3M1
419Fonville Wealth Management LLC$1.3M1
420RIK SAYLOR FINANCIAL, INC.$1.3M1
421Sage Mountain Advisors LLC$1.3M1
422Pinnacle Financial Partners, Inc.$1.3M1
423Prospect Financial Services LLC$1.3M1
424Pallas Capital Advisors LLC$1.3M1
425Legacy Advisors, LLC$1.3M1
426Summit Trail Advisors, LLC$1.3M1
427Fort Point Capital Partners LLC$1.3M1
428Csenge Advisory Group$1.3M1
429NorthRock Partners, LLC$1.3M1
430Independent Family Office, LLC$1.3M1
431Legacy Capital Wealth Partners, LLC$1.3M1
432ADVISORTRUST PARTNERS, LLC$1.3M1
433Daviman Financial, LLC$1.3M1
434PFG Investments, LLC$1.3M1
435RoundAngle Advisors LLC$1.3M1
436WealthPlan Investment Management, LLC$1.3M1
437OpenArc Corporate Advisory, LLC$1.3M1
438EXENCIAL WEALTH ADVISORS, LLC$1.3M1
439CARDIFF PARK ADVISORS, LLC$1.3M1
440Leo Wealth, LLC$1.2M1
441CORDA Investment Management, LLC.$1.2M1
442Core Wealth Partners LLC$1.2M1
443Walser Wealth Management Company, A Ltd Liability Co$1.2M1
444NORTHERN TRUST CORP$1.2M1
445Heritage Family Offices, LLP$1.2M1
446Whalen Wealth Management Inc.$1.2M1
447FIRST NATIONAL TRUST CO$1.2M1
448T3 Companies, LLC$1.2M1
449Counterweight Ventures, LLC$1.2M1
450Ewing Morris & Co. Investment Partners Ltd.$1.2M1
451SIGNATURE ESTATE & INVESTMENT ADVISORS LLC$1.2M1
452Capital Investment Advisors, LLC$1.2M1
453NORTHBRIDGE FINANCIAL GROUP, LLC$1.2M1
454Apollon Wealth Management, LLC$1.2M1
455BIP Wealth, LLC$1.2M1
456GRIMES & Co WEALTH MANAGEMENT, LLC$1.2M1
457SeaCrest Wealth Management, LLC$1.2M1
458Argos Wealth Advisors, LLC$1.2M1
459SEAVIEW INVESTMENT MANAGERS LLC$1.2M1
460Objective Capital Management, LLC$1.1M1
461CAMBRIDGE ASSOCIATES LLC /MA/ /ADV$1.1M1
462Eagle Strategies LLC$1.1M1
463Bull Harbor Capital LLC$1.1M1
464Brookwood Investment Group LLC$1.1M1
465Alpha Financial Partners LLC$1.1M1
466Circle Wealth Management, LLC$1.1M1
467Quadrant Private Wealth Management, LLC$1.1M1
468Miller Capital Partners, Inc.$1.1M1
469CAMBIENT FAMILY OFFICE, LLC$1.1M1
470QUANTIFY CHAOS ADVISORS, LLC$1.1M1
471LAKE STREET PRIVATE WEALTH, LLC$1.1M1
472WealthShield Partners, LLC$1.1M1
473DOLIVER ADVISORS, LP$1.1M1
474DiPaolo Financial Group, Inc.$1.1M1
475Carnegie Investment Counsel$1.1M1
476Ashton Thomas Private Wealth, LLC$1.1M1
477Joel Isaacson & Co., LLC$1.1M1
478BENJAMIN EDWARDS INC$1.1M1
479Centennial Bank/AR/$1.1M1
480Paradiem, LLC$1.1M1
481Permian Investment Partners, LP$1.1M1
482BridgePort Financial Solutions, LLC$1.0M1
483Western Wealth Management, LLC$1.0M1
484WATERSHED PRIVATE WEALTH LLC$1.0M1
485Cassia Capital Partners, LLC$1.0M1
486MATTERS CAPITAL LLC$1.0M1
487A4 Wealth Advisors LLC$1.0M1
488WEALTH ALLIANCE, LLC$1.0M1
489Hurley Capital, LLC$1.0M1
490Private Wealth Asset Management, LLC$1.0M1
491Perennial Investment Advisors, LLC$1.0M1
492Snowden Capital Advisors LLC$1.0M1
493Mountain Capital Investment Advisors Inc.$1.0M1
494SIGNATUREFD, LLC$1.0M1
495Advyzon Investment Management, LLC$988K1
496BTG Pactual Asset Management US LLC$974K1
497Exit Wealth Advisors, LLC.$971K1
498WEALTHEDGE INVESTMENT ADVISORS, LLC$961K1
499Caprock Group, LLC$961K1
500SAX WEALTH ADVISORS, LLC$960K1
Truncated by Public Filings. The published aggregate ranks the top 500 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)6 buy / 0 sell
Congress net ($ bound)$119K to $360K
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on IBIT

RETAINED WINDOW · ACTIVE HITS

Zero hits on IBIT in the retained window — a computed answer over every rule, not missing coverage.

Every rule, with its definition →

Planned modules for IBIT · financials and macro

Financials — as filed PLANNED

IBIT's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: IBIT on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing