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 |
|---|---|---|---|---|---|
| Exencial Wealth Advisors, LLC | 17,787 | $933.1K | 0.04% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 17,359 | $958.3K | 0.02% | +13,046+302.5% | Added |
| 3EDGE Asset Management, LP | 19,233 | $1.01M | 0.08% | +7,237+60.3% | Added |
| Global Retirement Partners, LLC | 19,630 | $1.03M | 0.03% | +6,553+50.1% | Added |
| Vivaldi Capital Management, LLC | 19,695 | $1.03M | 0.29% | +994+5.3% | Added |
| Advisory Services Network, LLC | 19,723 | $1.03M | 0.02% | +5,287+36.6% | Added |
| Proficio Capital Partners LLC | 20,094 | $1.05M | 0.11% | +11,907+145.4% | Added |
| O'Neil Global Advisors, Inc. | 20,475 | $1.07M | 0.51% | +13,475+192.5% | Added |
| Kerrisdale Advisers, LLC | 21,102 | $1.11M | 0.35% | +21,102 | New |
| Guild Investment Management, Inc. | 21,662 | $1.14M | 1.30% | +7,592+54.0% | Added |
| Capital Investment Advisors, LLC | 21,758 | $1.14M | 0.03% | +21,758 | New |
| EP Wealth Advisors, LLC | 21,992 | $1.15M | 0.01% | +924+4.4% | Added |
| Life Line Wealth Management LLC | 22,054 | $1.16M | 0.44% | 00.0% | Unchanged |
| SevenBridge Financial Group, LLC | 23,708 | $1.18M | 0.26% | +15,796+199.6% | Added |
| Highland Financial Advisors, LLC | 22,744 | $1.19M | 0.44% | +6,389+39.1% | Added |
| Mercer Global Advisors Inc | 22,854 | $1.20M | 0.00% | +7,954+53.4% | Added |
| Archetype Wealth Partners | 23,278 | $1.22M | 0.20% | +7,996+52.3% | Added |
| Resources Investment Advisors, LLC. | 23,392 | $1.23M | 0.02% | +5,221+28.7% | Added |
| Secure Asset Management, LLC | 23,647 | $1.24M | 0.24% | +23,647 | New |
| Lido Advisors, LLC | 24,027 | $1.26M | 0.01% | +1,199+5.3% | Added |
| CWM, LLC | 24,369 | $1.28M | 0.01% | +24,369 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 24,760 | $1.30M | 0.06% | +23,352+1,658.5% | Added |
| Rathbone Brothers plc | 25,500 | $1.34M | 0.01% | 00.0% | Unchanged |
| Abound Wealth Management | 25,721 | $1.35M | 0.50% | +1,559+6.5% | Added |
| Mills Wealth Advisors LLC | 26,108 | $1.37M | 0.98% | −55−0.2% | Reduced |
| Ronald Blue Trust, Inc. | 22,117 | $1.37M | 0.02% | 00.0% | Unchanged |
| Edge Capital Group, LLC | 26,565 | $1.39M | 0.07% | +26,565 | New |
| Childress Capital Advisors, LLC | 26,586 | $1.39M | 0.39% | 00.0% | Unchanged |
| Stratos Wealth Advisors, LLC | 26,721 | $1.40M | 0.07% | +26,721 | New |
| Senator Investment Group LP | 28,419 | $1.49M | 0.07% | 00.0% | Unchanged |
| Arbor Capital Management Inc | 27,836 | $1.54M | 1.43% | −526−1.9% | Reduced |
| Ieq Capital, LLC | 29,380 | $1.54M | 0.02% | +3,849+15.1% | Added |
| Bank of America Corp | 29,420 | $1.54M | 0.00% | +5,050+20.7% | Added |
| Colony Group, LLC | 29,210 | $1.58M | 0.01% | +18,268+167.0% | Added |
| RFG Advisory, LLC | 30,350 | $1.59M | 0.05% | +30,350 | New |
| PYA Waltman Capital, LLC | 32,866 | $1.72M | 0.63% | +646+2.0% | Added |
| Stansberry Asset Management, LLC | 32,904 | $1.73M | 0.23% | +230+0.7% | Added |
| Boston Private Wealth LLC | 33,202 | $1.74M | 0.04% | +2,000+6.4% | Added |
| Sepio Capital, LP | 35,360 | $1.85M | 0.17% | +9,359+36.0% | Added |
| Cambridge Advisors Inc. | 39,305 | $2.06M | 0.48% | +2,317+6.3% | Added |
| Fiduciary Trust Co | 41,532 | $2.18M | 0.03% | +677+1.7% | Added |
| Beaird Harris Wealth Management, LLC | 47,863 | $2.51M | 0.24% | +33,505+233.4% | Added |
| Copperleaf Capital, LLC | 48,520 | $2.55M | 2.04% | +35,285+266.6% | Added |
| Old Mission Capital LLC | 49,780 | $2.61M | 0.07% | −9,805−16.5% | Reduced |
| TownSquare Capital, LLC | 50,473 | $2.65M | 0.04% | +4,586+10.0% | Added |
| Graham Capital Management, L.P. | 51,000 | $2.68M | 0.09% | −10,000−16.4% | Reduced |
| Courage Capital Management LLC | 51,671 | $2.71M | 6.84% | +5,000+10.7% | Added |
| Claar Advisors LLC | 52,500 | $2.75M | 0.89% | +17,500+50.0% | Added |
| Cambridge Investment Research Advisors, Inc. | 53,333 | $2.80M | 0.01% | +19,442+57.4% | Added |
| Smart Money Group LLC | 50,887 | $2.90M | 1.04% | +579+1.2% | Added |
| Sowell Financial Services LLC | 56,183 | $2.95M | 0.14% | +5,328+10.5% | Added |
| CI Private Wealth, LLC | 56,908 | $2.99M | 0.01% | −26,293−31.6% | Reduced |
| Point72 Asset Management, L.P. | 57,192 | $3.00M | 0.01% | −1,192,927−95.4% | Reduced |
| Beck Capital Management, LLC | 60,146 | $3.16M | 0.87% | +2,432+4.2% | Added |
| Pasadena Private Wealth, LLC | 62,094 | $3.26M | 0.75% | +62,094 | New |
| GWM Advisors LLC | 62,834 | $3.30M | 0.02% | −1,056−1.7% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 63,353 | $3.32M | 0.01% | +32,826+107.5% | Added |
| Eschler Asset Management LLP | 65,000 | $3.59M | 2.82% | +56,000+622.2% | Added |
| Peregrine Asset Advisers, Inc. | 68,725 | $3.61M | 1.44% | +26,334+62.1% | Added |
| Commonwealth Equity Services, LLC | 71,549 | $3.75M | 0.01% | +1,793+2.6% | Added |
| Cantor Fitzgerald, L. P. | 73,292 | $3.84M | 0.77% | +65,789+876.8% | Added |
| US Bancorp | 75,885 | $3.98M | 0.01% | −11,859−13.5% | Reduced |
| Mint Tower Capital Management B.V. | 76,281 | $4.00M | 1.58% | +76,281 | New |
| Citadel Advisors LLC | 78,529 | $4.12M | 0.00% | −132,529−62.8% | Reduced |
| Parcion Private Wealth LLC | 80,730 | $4.24M | 0.39% | +708+0.9% | Added |
| Mad River Investors | 83,001 | $4.35M | 2.92% | −2,128−2.5% | Reduced |
| Creative Planning | 84,666 | $4.44M | 0.00% | +19,676+30.3% | Added |
| Newtyn Management, LLC | 87,000 | $4.56M | 0.86% | 00.0% | Unchanged |
| IMC-Chicago, LLC | 87,515 | $4.59M | 0.15% | −281,367−76.3% | Reduced |
| Integrated Advisors Network LLC | 89,062 | $4.67M | 0.24% | −4,235−4.5% | Reduced |
| Modus Advisors, LLC | 89,832 | $4.71M | 1.67% | +89,832 | New |
| Kamunting Street Capital Management, L.P. | 90,000 | $4.72M | 4.38% | +90,000 | New |
| SMI Advisory Services, LLC | 94,984 | $4.81M | 1.19% | +27,138+40.0% | Added |
| JBF Capital, Inc. | 95,000 | $4.98M | 0.77% | +95,000 | New |
| Elequin Capital LP | 96,310 | $5.05M | 1.34% | −396,217−80.4% | Reduced |
| Hudson Bay Capital Management LP | 96,347 | $5.05M | 0.04% | −207,370−68.3% | Reduced |
| Brookstone Capital Management | 92,870 | $5.25M | 0.09% | +7,608+8.9% | Added |
| Kingswood Wealth Advisors, LLC | 100,916 | $5.29M | 0.48% | +27,765+38.0% | Added |
| Patient Capital Management, LLC | 102,837 | $5.39M | 0.29% | −9,564−8.5% | Reduced |
| Cresset Asset Management, LLC | 107,437 | $5.64M | 0.02% | +5,243+5.1% | Added |
| DRW Securities, LLC | 109,836 | $5.76M | 0.35% | +109,836 | New |
| Logan Stone Capital, LLC | 119,734 | $6.28M | 1.62% | +150+0.1% | Added |
| Marex Group plc | 133,900 | $7.02M | 0.19% | +133,900 | New |
| Brightlight Capital Management LP | 147,100 | $7.72M | 4.13% | +59,300+67.5% | Added |
| Compass Ion Advisors, LLC | 126,076 | $7.82M | 1.12% | +934+0.7% | Added |
| Virtu Financial LLC | 159,286 | $8.36M | 0.58% | +159,286 | New |
| Toroso Investments, LLC | 179,416 | $9.41M | 0.13% | +179,416 | New |
| Traynor Capital Management, Inc. | 190,819 | $10.0M | 0.85% | +134,684+239.9% | Added |
| Kestra Advisory Services, LLC | 192,069 | $10.0M | 0.06% | +13,168+7.4% | Added |
| HighTower Advisors, LLC | 222,484 | $11.7M | 0.02% | +22,400+11.2% | Added |
| Rpo LLC | 237,730 | $12.5M | 18.82% | 00.0% | Unchanged |
| Van Hulzen Asset Management, LLC | 243,304 | $12.8M | 0.86% | +123+0.1% | Added |
| Wellington Management Group LLP | 292,132 | $15.3M | 0.00% | 00.0% | Unchanged |
| Legacy Wealth Asset Management, LLC | 337,106 | $17.7M | 4.99% | −15,488−4.4% | Reduced |
| EverSource Wealth Advisors, LLC | 316,414 | $18.1M | 1.20% | +37,294+13.4% | Added |
| United Capital Management of KS, Inc. | 360,678 | $18.9M | 4.17% | +11,279+3.2% | Added |
| Mariner, LLC | 365,147 | $19.2M | 0.04% | +63,583+21.1% | Added |
| Ovata Capital Management Ltd | 419,004 | $22.1M | 11.99% | 00.0% | Unchanged |
| Landscape Capital Management, L.L.C. | 487,708 | $25.6M | 2.16% | +326,233+202.0% | Added |
| Beaumont Financial Advisors, LLC | 496,550 | $26.0M | 2.08% | +496,550 | New |