Institutional demand for Ethereum rose to new highs during this market cycle.
According to strategic ETH reserve data, Spot Ethereum Exchange-Traded Funds (ETFS) and Digital Asset Treasury Companies (DATCOS) manage approximately 10% of the distribution supply of ETH or tokens of over 12.5 million people.
This shows a dramatic expansion since April, when these institutions collectively own around 4 million ETH, representing less than 3% of total supply.
This rise reflects the increasingly shift in institutional capital to ethical exposure through regulated ETFs and on-chain Treasury allocations amid the basic growth of the network in tokenized assets and stubcoins.
According to token terminal data, Ethereum’s decentralized applications host more than $365 billion in user assets, while network native tokens trade at a multiple of 1.45 times the Ecosystem TVL.
Ethereum ETF HOLDING
Strategic ETH Reserve data shows that Spot Ethereum ETFS currently owns 6.92 million ETH, valued at approximately $30.76 billion based on an ETH price of $4,448 at Press. The assets are distributed among 9 products from eight publishers.
BlackRock is a major leader, managing more than 4 million ETH worth $17.6 billion, and manages more than half of the ETFs owned by ETFs. Grayscale has approximately 1.8 million ETH split between ETHE and ETH trust.
Fidelity ranks third with around 778,200 ETH, while Bitwise holds around 151,600 ETH. Other publishers, including Vaneck, Franklin Templeton, Invesco Galaxy and 21shares, each hold less than 100,000 ETH.
The strong accumulation trend is consistent with a surge in investor interest in regulated ethical exposure.
Data from Sosovalue shows that the cumulative net inflow into Ethereum ETFs has exceeded $15 billion since launch, indicating that the system’s appetite remains strong despite market volatility.
ETH Finance Company
Meanwhile, Ethereum-centric digital asset financing company (DATCOS) collectively owns 5.66 million ETH, equivalent to 4.68% of its circular supply, valued at $251.9 billion.
This diagram highlights Ethereum’s increasing excellence as a corporate financial asset.
July and August marked the peak of these Treasury expansion as several companies took part in the acquisition wave. The momentum has since cooled down, but top-class holders continue to expand their stock.
Bitmine Immersion Tech is on the list with 2.83 million ETH worth around $125.9 billion, accounting for 2.34% of digital asset supply. The company aims to ultimately control 5% of its total ETH. This is seen as a strategic preparation for the adoption of a broader network.
However, the ETH Treasury has attracted criticism from industry experts who claim that South Korea’s retail money currently supports some of these companies.
Bitcoin advocate Samson Mow claimed that these retailers have around $6 billion to chase their next “strategic play.”
Nevertheless, asset management firm Vaneck argued that a strong wave of institutional adoption indicates that ETH is Bitcoin’s stronger competitor in the competition for domination as a valuable reservoir.
