SEC 13F Intelligence

O'neil Global Advisors, Inc. / IBIT

O'neil Global Advisors, Inc.’s Ishares Bitcoin Trust Etf Position

Does O'neil Global Advisors, Inc. own Ishares Bitcoin Trust Etf (IBIT)? Not currently — the last reported position was 406.4K shares worth $26M in Q3 2025; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$26M
Q3 2025
Shares
406.4K
% of Portfolio
+4.86%
Quarters Held
5
position exited

Position History IBIT

Reported value by quarter
Q3 ’24: $556,000Q3 ’24Q4 ’24: $2MQ4 ’24Q1 ’25: $7MQ1 ’25Q2 ’25: $37MQ2 ’25Q3 ’25: $26MQ3 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q3 2025406.4K$26M+4.86%
Q2 2025600.3K$37M+8.46%
Q1 2025148.9K$7M+13.18%
Q4 202434.3K$2M+0.53%
Q3 202415.4K$556,000+0.14%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See O'neil Global Advisors, Inc.’s full portfolio or all institutional holders of IBIT.