Key Takeaways Edelman Financial Engines disclosed a $34 million bitcoin ETF stake on June 30, 2026. The stake, split between IBIT and GBTC, now tops Edelman’s $25 million Amazon holding. JPMorgan, UBS and Santander also filed fresh Q2 2026 bitcoin ETF disclosures with the SEC. A New Line in the Filing Edelman Financial Engines, the registered investment advisor that serves roughly 1.3 million clients, reported its bitcoin ETF position in a 13F filing covering the quarter ended June 30, 2026. The $34 million bitcoin allocation is small (amounting to roughly 0.012% of the firm’s total portfolio), but the comparison that …


