Fidelity Wise Origin Bitcoin Fund
FBTC- Exchange
- CBOE
- Industry
- Commodity Contracts Brokers & Dealers
- SEC CIK
- 0001852317
No open-market purchases or sales by Fidelity Wise Origin Bitcoin Fund insiders were filed in the last 90 days; 627 institutions reported holding it in 13F filings for Q2 2026, worth $1.71B in total; no superinvestor holds it.
13F holders, Q1 2024
Institutional positions in Fidelity Wise Origin Bitcoin Fund as of Mar 31, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 247
- +247 vs. Q4 2023
- Shares held
- 37.8M
- +37.8M vs. Q4 2023
- Total value
- $2.34B
- +$2.34B vs. Q4 2023
- New holders
- 247
- 0 more added
- Sold out
- 0
- 0 more reduced
Compare with Q4 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting FBTC on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 627 | $1.71B |
| Q1 2026 | 650 | $2.10B |
| Q4 2025 | 680 | $3.36B |
| Q3 2025 | 685 | $4.44B |
| Q2 2025 | 623 | $4.68B |
| Q1 2025 | 535 | $3.54B |
| Q4 2024 | 531 | $4.92B |
| Q3 2024 | 344 | $2.87B |
| Q2 2024 | 315 | $2.66B |
| Q1 2024 | 247 | $2.34B |
| Q4 2023 | 0 | $0 |
| Q3 2023 | 0 | $0 |
| Q2 2023 | 0 | $0 |
| Q1 2023 | 0 | $0 |
| Q4 2022 | 0 | $0 |
| Q3 2022 | 0 | $0 |
| Q2 2022 | 0 | $0 |
| Q1 2022 | 0 | $0 |
| Q4 2021 | 0 | $0 |
| Q3 2021 | 0 | $0 |
| Q2 2021 | 0 | $0 |
| Q1 2021 | 0 | $0 |
Institutions, Q1 2024
Shares, value and share of portfolio for each institution holding Fidelity Wise Origin Bitcoin Fund; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Brown Brothers Harriman & Co | 14,579 | $904.8K | 0.01% | +14,579 | New |
| Renaissance Technologies LLC | 14,500 | $900.0K | 0.00% | +14,500 | New |
| Advisory Services Network, LLC | 14,436 | $895.9K | 0.02% | +14,436 | New |
| Beaird Harris Wealth Management, LLC | 14,358 | $891.1K | 0.09% | +14,358 | New |
| Thrivent Financial for Lutherans | 14,354 | $891.0K | 0.00% | +14,354 | New |
| Guild Investment Management, Inc. | 14,070 | $873.2K | 1.12% | +14,070 | New |
| AlphaQ Advisors LLC | 13,605 | $844.3K | 0.51% | +13,605 | New |
| Tradition Wealth Management, LLC | 13,419 | $832.8K | 0.08% | +13,419 | New |
| Copperleaf Capital, LLC | 13,235 | $821.3K | 0.71% | +13,235 | New |
| SageView Advisory Group, LLC | 11,025 | $817.9K | 0.05% | +11,025 | New |
| Global Retirement Partners, LLC | 13,077 | $811.6K | 0.03% | +13,077 | New |
| AXS Investments LLC | 13,000 | $806.8K | 0.19% | +13,000 | New |
| Mustard Seed Financial, LLC | 12,839 | $796.8K | 0.80% | +12,839 | New |
| Wolverine Trading, LLC | 12,663 | $785.9K | 0.01% | +12,663 | New |
| Moors & Cabot, Inc. | 12,320 | $764.6K | 0.04% | +12,320 | New |
| Almanack Investment Partners, LLC. | 12,206 | $757.5K | 0.13% | +12,206 | New |
| Valeo Financial Advisors, LLC | 13,349 | $746.2K | 0.03% | +13,349 | New |
| 3EDGE Asset Management, LP | 11,996 | $744.5K | 0.06% | +11,996 | New |
| Synergy Financial Group, LTD | 11,927 | $740.2K | 0.83% | +11,927 | New |
| MAI Capital Management | 11,558 | $717.3K | 0.01% | +11,558 | New |
| Gamco Investors, Inc. Et Al | 11,500 | $713.7K | 0.01% | +11,500 | New |
| Colony Group, LLC | 10,942 | $679.0K | 0.01% | +10,942 | New |
| Brown Advisory Inc | 10,835 | $672.4K | 0.00% | +10,835 | New |
| Samalin Investment Counsel, LLC | 10,149 | $629.8K | 0.30% | +10,149 | New |
| Shay Capital LLC | 10,000 | $620.6K | 0.18% | +10,000 | New |
| SMART Wealth LLC | 9,851 | $611.4K | 0.28% | +9,851 | New |
| Bank of Montreal | 9,778 | $608.9K | 0.00% | +9,778 | New |
| Access Financial Services, Inc. | 9,600 | $595.8K | 0.27% | +9,600 | New |
| Wellington Wealth Strategies, LLC. | 9,390 | $582.7K | 0.28% | +9,390 | New |
| Lionsbridge Wealth Management LLC | 9,365 | $581.2K | 0.45% | +9,365 | New |
| Coyle Financial Counsel LLC | 9,150 | $567.8K | 0.20% | +9,150 | New |
| Eschler Asset Management LLP | 9,000 | $558.5K | 0.36% | +9,000 | New |
| M. Kulyk & Associates, LLC | 8,872 | $550.6K | 0.13% | +8,872 | New |
| Hubbell Strickland Wealth Management, LLC | 8,788 | $549.1K | 0.28% | +8,788 | New |
| CIBC Private Wealth Group, LLC | 8,873 | $541.5K | 0.00% | +8,873 | New |
| Central Trust Co | 8,319 | $516.3K | 0.01% | +8,319 | New |
| Soltis Investment Advisors LLC | 8,313 | $515.9K | 0.06% | +8,313 | New |
| Scotia Capital Inc. | 8,266 | $513.0K | 0.00% | +8,266 | New |
| Proficio Capital Partners LLC | 8,187 | $508.1K | 0.06% | +8,187 | New |
| Mission Wealth Management, LP | 7,936 | $492.5K | 0.01% | +7,936 | New |
| JSF Financial, LLC | 7,737 | $480.2K | 0.15% | +7,737 | New |
| Apollon Wealth Management, LLC | 7,519 | $466.6K | 0.01% | +7,519 | New |
| Cantor Fitzgerald, L. P. | 7,503 | $465.6K | 0.11% | +7,503 | New |
| Am Investment Strategies LLC | 7,415 | $460.0K | 0.12% | +7,415 | New |
| Pure Financial Advisors, Inc. | 7,268 | $451.1K | 0.01% | +7,268 | New |
| Parallel Advisors, LLC | 7,206 | $447.2K | 0.01% | +7,206 | New |
| Berger Financial Group, Inc | 7,197 | $446.6K | 0.04% | +7,197 | New |
| O'Neil Global Advisors, Inc. | 7,000 | $434.0K | 0.54% | +7,000 | New |
| SevenBridge Financial Group, LLC | 7,912 | $430.3K | 0.10% | +7,912 | New |
| Sweeney & Michel, LLC | 7,935 | $427.4K | 0.19% | +7,935 | New |
| Libra Wealth LLC | 6,291 | $390.4K | 0.17% | +6,291 | New |
| Mutual Advisors, LLC | 6,213 | $385.6K | 0.01% | +6,213 | New |
| We Are One Seven, LLC | 6,083 | $377.5K | 0.02% | +6,083 | New |
| Waddell & Associates, LLC | 5,980 | $371.1K | 0.05% | +5,980 | New |
| Advisor Group Holdings, Inc. | 5,969 | $370.4K | 0.00% | +5,969 | New |
| CRA Financial Services, LLC | 5,875 | $364.6K | 0.08% | +5,875 | New |
| Florida Financial Advisors, LLC | 5,843 | $362.6K | 0.27% | +5,843 | New |
| Merit Financial Group, LLC | 6,348 | $345.2K | 0.01% | +6,348 | New |
| AE Wealth Management LLC | 5,517 | $342.4K | 0.00% | +5,517 | New |
| Sage Mountain Advisors LLC | 5,503 | $341.5K | 0.04% | +5,503 | New |
| Pathstone Holdings, LLC | 5,414 | $336.0K | 0.00% | +5,414 | New |
| First Heartland Consultants, Inc. | 5,232 | $325.0K | 0.03% | +5,232 | New |
| FinTrust Capital Advisors, LLC | 5,169 | $320.8K | 0.06% | +5,169 | New |
| Tectonic Advisors LLC | 5,158 | $320.1K | 0.02% | +5,158 | New |
| Csenge Advisory Group | 5,136 | $318.8K | 0.02% | +5,136 | New |
| Laidlaw Wealth Management LLC | 5,091 | $315.9K | 0.18% | +5,091 | New |
| Financial Partners Group, Inc | 4,984 | $309.3K | 0.05% | +4,984 | New |
| Aptus Capital Advisors, LLC | 4,968 | $308.3K | 0.01% | +4,968 | New |
| Personal Cfo Solutions, LLC | 4,780 | $296.6K | 0.05% | +4,780 | New |
| Gibson Capital, LLC | 4,728 | $293.4K | 0.06% | +4,728 | New |
| Buckingham Strategic Wealth, LLC | 4,724 | $293.2K | 0.00% | +4,724 | New |
| Belpointe Asset Management LLC | 4,400 | $273.1K | 0.02% | +4,400 | New |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 4,366 | $271.0K | 0.03% | +4,366 | New |
| Johnson Investment Counsel Inc | 4,325 | $268.4K | 0.00% | +4,325 | New |
| RSM US Wealth Management LLC | 4,313 | $267.7K | 0.01% | +4,313 | New |
| Intellectus Partners, LLC | 4,300 | $266.9K | 0.07% | +4,300 | New |
| Centaurus Financial, Inc. | 4,212 | $261.0K | 0.02% | +4,212 | New |
| Dorsey & Whitney Trust CO LLC | 4,067 | $252.4K | 0.02% | +4,067 | New |
| NTV Asset Management LLC | 4,000 | $248.2K | 0.04% | +4,000 | New |
| Pallas Capital Advisors LLC | 3,934 | $244.1K | 0.01% | +3,934 | New |
| LWMG, LLC | 3,902 | $242.1K | 0.06% | +3,902 | New |
| Canvas Wealth Advisors, LLC | 4,512 | $240.5K | 0.08% | +4,512 | New |
| Atlas Financial Advisors, Inc. | 3,789 | $235.1K | 0.37% | +3,789 | New |
| Concurrent Investment Advisors, LLC | 3,748 | $232.5K | 0.01% | +3,748 | New |
| SFMG, LLC | 3,737 | $231.9K | 0.02% | +3,737 | New |
| Coston, McIsaac & Partners | 3,595 | $223.0K | 0.07% | +3,595 | New |
| Beacon Investment Advisory Services, Inc. | 3,500 | $217.2K | 0.01% | +3,500 | New |
| Capital Performance Advisors LLP | 3,470 | $215.3K | 0.08% | +3,470 | New |
| Wedmont Private Capital | 3,471 | $209.3K | 0.02% | +3,471 | New |
| AlTi Global, Inc. | 3,371 | $209.2K | 0.01% | +3,371 | New |
| Sandy Cove Advisors, LLC | 3,366 | $208.9K | 0.10% | +3,366 | New |
| RMR Capital Management, LLC | 3,356 | $208.3K | 0.21% | +3,356 | New |
| Simplicity Wealth,LLC | 3,334 | $206.9K | 0.00% | +3,334 | New |
| Bleakley Financial Group, LLC | 3,334 | $206.9K | 0.01% | +3,334 | New |
| Impact Partnership Wealth, LLC | 3,070 | $190.5K | 0.08% | +3,070 | New |
| Rothschild Investment LLC | 3,000 | $186.2K | 0.01% | +3,000 | New |
| Allworth Financial LP | 2,984 | $185.2K | 0.00% | +2,984 | New |
| Spartan Fund Management Inc. | 2,500 | $155.2K | 0.32% | +2,500 | New |
| Brown, Lisle/Cummings, Inc. | 2,460 | $152.7K | 0.05% | +2,460 | New |
| Carolinas Wealth Consulting LLC | 2,434 | $151.1K | 0.03% | +2,434 | New |