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, Q2 2024
Institutional positions in Fidelity Wise Origin Bitcoin Fund as of Jun 30, 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
- 315
- +70 vs. Q1 2024
- Shares held
- 50.6M
- +12.9M (+34.2%) vs. Q1 2024
- Total value
- $2.66B
- +$322.6M (+13.8%) vs. Q1 2024
- New holders
- 105
- 127 more added
- Sold out
- 35
- 41 more reduced
2 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Fidelity Wise Origin Bitcoin Fund; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Gibson Capital, LLC | 4,728 | $248.0K | 0.05% | 00.0% | Unchanged |
| Laidlaw Wealth Management LLC | 4,737 | $248.5K | 0.14% | −354−7.0% | Reduced |
| WealthPlan Investment Management, LLC | 4,738 | $248.6K | 0.04% | +4,738 | New |
| Pallas Capital Advisors LLC | 4,511 | $250.8K | 0.01% | +577+14.7% | Added |
| Delta Investment Management, LLC | 4,788 | $251.2K | 0.06% | +4,788 | New |
| Lake Street Advisors Group, LLC | 4,790 | $251.3K | 0.01% | +4,790 | New |
| Personal Cfo Solutions, LLC | 4,880 | $256.0K | 0.04% | +100+2.1% | Added |
| Advisor Group Holdings, Inc. | 4,931 | $258.7K | 0.00% | −1,038−17.4% | Reduced |
| Allworth Financial LP | 4,413 | $259.9K | 0.00% | +1,429+47.9% | Added |
| Aries Wealth Management | 4,956 | $260.0K | 0.08% | +4,956 | New |
| Zuckerman Investment Group, LLC | 5,000 | $262.3K | 0.03% | +5,000 | New |
| Wealth Quarterback LLC | 5,085 | $266.8K | 0.15% | +5,085 | New |
| Associated Banc-Corp | 5,120 | $268.6K | 0.01% | +5,120 | New |
| Chicago Partners Investment Group LLC | 4,726 | $272.4K | 0.01% | +4,726 | New |
| AdvisorNet Financial, Inc | 5,204 | $273.0K | 0.02% | +5,204 | New |
| First Heartland Consultants, Inc. | 5,266 | $276.0K | 0.03% | +34+0.6% | Added |
| Sanctuary Advisors, LLC | 5,017 | $279.7K | 0.00% | +5,017 | New |
| Lionsbridge Wealth Management LLC | 5,333 | $279.8K | 0.22% | −4,032−43.1% | Reduced |
| Canvas Wealth Advisors, LLC | 4,915 | $283.3K | 0.09% | +403+8.9% | Added |
| Tectonic Advisors LLC | 5,445 | $285.6K | 0.02% | +287+5.6% | Added |
| Intellectus Partners, LLC | 5,500 | $288.5K | 0.08% | +1,200+27.9% | Added |
| Basso Capital Management, L.P. | 5,500 | $288.5K | 0.26% | +5,500 | New |
| Sage Mountain Advisors LLC | 5,503 | $288.7K | 0.03% | 00.0% | Unchanged |
| Sugar Maple Asset Management, LLC | 5,505 | $288.8K | 0.28% | +5,505 | New |
| Cooper Financial Group | 5,593 | $293.4K | 0.04% | +5,593 | New |
| Horizon Kinetics Asset Management LLC | 5,705 | $299.3K | 0.01% | +5,705 | New |
| Equitable Trust Co | 5,551 | $300.7K | 0.02% | +5,551 | New |
| Aptus Capital Advisors, LLC | 5,755 | $301.9K | 0.01% | +787+15.8% | Added |
| Belpointe Asset Management LLC | 5,760 | $302.2K | 0.02% | +1,360+30.9% | Added |
| Roman Butler Fullerton & Co | 6,072 | $304.5K | 0.10% | +6,072 | New |
| FinTrust Capital Advisors, LLC | 5,851 | $306.9K | 0.06% | +682+13.2% | Added |
| Invesco Ltd. | 5,950 | $312.1K | 0.00% | +5,950 | New |
| Thoroughbred Financial Services, LLC | 6,000 | $314.0K | 0.02% | +6,000 | New |
| Rothschild Investment LLC | 6,000 | $314.8K | 0.02% | +3,000+100.0% | Added |
| Regatta Capital Group, LLC | 6,134 | $321.8K | 0.07% | +6,134 | New |
| SFMG, LLC | 6,177 | $324.0K | 0.03% | +2,440+65.3% | Added |
| We Are One Seven, LLC | 6,194 | $324.9K | 0.02% | +111+1.8% | Added |
| CRA Financial Services, LLC | 6,244 | $327.5K | 0.07% | +369+6.3% | Added |
| NewEdge Wealth, LLC | 6,418 | $336.7K | 0.01% | +6,418 | New |
| Financial Partners Group, Inc | 6,473 | $339.6K | 0.05% | +1,489+29.9% | Added |
| NTV Asset Management LLC | 6,500 | $341.0K | 0.05% | +2,500+62.5% | Added |
| Merit Financial Group, LLC | 6,696 | $351.3K | 0.01% | +348+5.5% | Added |
| Smallwood Wealth Investment Management, LLC | 6,803 | $356.9K | 0.28% | +6,803 | New |
| BCJ Capital Management, LLC | 6,827 | $358.1K | 0.03% | +6,827 | New |
| Berger Financial Group, Inc | 7,287 | $382.3K | 0.03% | +90+1.3% | Added |
| JSF Financial, LLC | 7,312 | $383.6K | 0.12% | −425−5.5% | Reduced |
| Parallel Advisors, LLC | 7,630 | $400.3K | 0.01% | +424+5.9% | Added |
| Pure Financial Advisors, Inc. | 7,774 | $407.8K | 0.01% | +506+7.0% | Added |
| Sweeney & Michel, LLC | 8,235 | $416.7K | 0.18% | +300+3.8% | Added |
| Mission Wealth Management, LP | 8,092 | $424.5K | 0.01% | +156+2.0% | Added |
| Libra Wealth LLC | 8,183 | $429.3K | 0.19% | +1,892+30.1% | Added |
| Central Trust Co | 8,369 | $439.0K | 0.01% | +50+0.6% | Added |
| Johnson Investment Counsel Inc | 8,425 | $442.0K | 0.00% | +4,100+94.8% | Added |
| Mutual Advisors, LLC | 7,855 | $462.3K | 0.01% | +1,642+26.4% | Added |
| M. Kulyk & Associates, LLC | 8,872 | $465.4K | 0.11% | 00.0% | Unchanged |
| Bank of Montreal | 8,124 | $472.6K | 0.00% | −1,654−16.9% | Reduced |
| Blue Square Asset Management, LLC | 9,028 | $473.6K | 0.28% | +9,028 | New |
| Kestra Private Wealth Services, LLC | 9,066 | $475.6K | 0.01% | +9,066 | New |
| Thrivent Financial for Lutherans | 9,444 | $495.0K | 0.00% | −4,910−34.2% | Reduced |
| Am Investment Strategies LLC | 9,455 | $496.0K | 0.12% | +2,040+27.5% | Added |
| Access Financial Services, Inc. | 9,600 | $503.6K | 0.23% | 00.0% | Unchanged |
| Correct Capital Wealth Management | 9,725 | $510.2K | 0.12% | +9,725 | New |
| National Asset Management, Inc. | 9,812 | $514.7K | 0.01% | +9,812 | New |
| Glaxis Capital Management, LLC | 10,000 | $524.6K | 0.91% | +10,000 | New |
| Samalin Investment Counsel, LLC | 10,185 | $534.3K | 0.25% | +36+0.4% | Added |
| Hubbell Strickland Wealth Management, LLC | 10,492 | $550.4K | 0.28% | +1,704+19.4% | Added |
| Soltis Investment Advisors LLC | 10,557 | $553.8K | 0.06% | +2,244+27.0% | Added |
| Sunbelt Securities, Inc. | 10,687 | $560.6K | 0.06% | +10,687 | New |
| Scotia Capital Inc. | 10,800 | $566.6K | 0.00% | +2,534+30.7% | Added |
| Coyle Financial Counsel LLC | 9,150 | $567.8K | 0.20% | 00.0% | Unchanged |
| Mustard Seed Financial, LLC | 10,890 | $571.3K | 0.55% | −1,949−15.2% | Reduced |
| Madison Park Capital Advisors, LLC | 10,984 | $576.2K | 0.48% | +10,984 | New |
| Moors & Cabot, Inc. | 11,062 | $580.3K | 0.03% | −1,258−10.2% | Reduced |
| MAI Capital Management | 11,558 | $606.3K | 0.01% | 00.0% | Unchanged |
| Financial Designs Corp | 12,222 | $641.2K | 0.44% | +12,222 | New |
| Kingsview Wealth Management, LLC | 12,253 | $642.8K | 0.02% | +12,253 | New |
| CIBC Private Wealth Group, LLC | 13,028 | $643.6K | 0.00% | +4,155+46.8% | Added |
| Synergy Financial Group, LTD | 12,351 | $647.9K | 0.68% | +424+3.6% | Added |
| SMART Wealth LLC | 13,073 | $685.8K | 0.28% | +3,222+32.7% | Added |
| Ancora Advisors, LLC | 13,092 | $686.8K | 0.02% | −1,838−12.3% | Reduced |
| Brown Advisory Inc | 13,171 | $691.0K | 0.00% | +2,336+21.6% | Added |
| Tradition Wealth Management, LLC | 13,400 | $703.0K | 0.07% | −19−0.1% | Reduced |
| Evexia Wealth LLC | 11,899 | $710.7K | 0.27% | +11,899 | New |
| AE Wealth Management LLC | 13,642 | $715.7K | 0.01% | +8,125+147.3% | Added |
| Marietta Wealth Management, LLC | 14,470 | $759.1K | 0.12% | +14,470 | New |
| Brown Brothers Harriman & Co | 14,579 | $764.8K | 0.01% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 14,619 | $766.9K | 0.02% | +1,270+9.5% | Added |
| Wellspring Financial Advisors, LLC | 14,763 | $774.5K | 0.11% | +14,763 | New |
| Nkcfo LLC | 15,000 | $787.0K | 0.43% | 00.0% | Unchanged |
| Great Valley Advisor Group, Inc. | 15,413 | $809.0K | 0.02% | +76+0.5% | Added |
| Private Advisor Group, LLC | 15,539 | $815.2K | 0.01% | +15,539 | New |
| Pathstone Holdings, LLC | 16,073 | $843.2K | 0.00% | +10,659+196.9% | Added |
| Waldron Private Wealth LLC | 16,175 | $848.6K | 0.04% | 00.0% | Unchanged |
| Almanack Investment Partners, LLC. | 16,242 | $852.1K | 0.14% | +4,036+33.1% | Added |
| Firestone Capital Management | 16,896 | $886.4K | 0.24% | +120+0.7% | Added |
| Vista Wealth Management Group, LLC | 17,223 | $903.5K | 0.07% | 00.0% | Unchanged |
| Condor Capital Management | 17,248 | $904.8K | 0.09% | −496−2.8% | Reduced |
| Cinctive Capital Management LP | 17,500 | $918.0K | 0.05% | 00.0% | Unchanged |
| Gamco Investors, Inc. Et Al | 17,500 | $918.0K | 0.01% | +6,000+52.2% | Added |
| Financial Management Professionals, Inc. | 17,767 | $932.0K | 0.13% | −1,603−8.3% | Reduced |