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 |
|---|---|---|---|---|---|
| Highland Financial Advisors, LLC | 22,744 | $1.19M | 0.44% | +6,389+39.1% | Added |
| SevenBridge Financial Group, LLC | 23,708 | $1.18M | 0.26% | +15,796+199.6% | Added |
| Life Line Wealth Management LLC | 22,054 | $1.16M | 0.44% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 21,992 | $1.15M | 0.01% | +924+4.4% | Added |
| Capital Investment Advisors, LLC | 21,758 | $1.14M | 0.03% | +21,758 | New |
| Guild Investment Management, Inc. | 21,662 | $1.14M | 1.30% | +7,592+54.0% | Added |
| Kerrisdale Advisers, LLC | 21,102 | $1.11M | 0.35% | +21,102 | New |
| O'Neil Global Advisors, Inc. | 20,475 | $1.07M | 0.51% | +13,475+192.5% | Added |
| Proficio Capital Partners LLC | 20,094 | $1.05M | 0.11% | +11,907+145.4% | Added |
| Advisory Services Network, LLC | 19,723 | $1.03M | 0.02% | +5,287+36.6% | Added |
| Vivaldi Capital Management, LLC | 19,695 | $1.03M | 0.29% | +994+5.3% | Added |
| Global Retirement Partners, LLC | 19,630 | $1.03M | 0.03% | +6,553+50.1% | Added |
| 3EDGE Asset Management, LP | 19,233 | $1.01M | 0.08% | +7,237+60.3% | Added |
| RSM US Wealth Management LLC | 17,359 | $958.3K | 0.02% | +13,046+302.5% | Added |
| Exencial Wealth Advisors, LLC | 17,787 | $933.1K | 0.04% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 17,767 | $932.0K | 0.13% | −1,603−8.3% | 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 |
| Condor Capital Management | 17,248 | $904.8K | 0.09% | −496−2.8% | Reduced |
| Vista Wealth Management Group, LLC | 17,223 | $903.5K | 0.07% | 00.0% | Unchanged |
| Firestone Capital Management | 16,896 | $886.4K | 0.24% | +120+0.7% | Added |
| Almanack Investment Partners, LLC. | 16,242 | $852.1K | 0.14% | +4,036+33.1% | Added |
| Waldron Private Wealth LLC | 16,175 | $848.6K | 0.04% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 16,073 | $843.2K | 0.00% | +10,659+196.9% | Added |
| Private Advisor Group, LLC | 15,539 | $815.2K | 0.01% | +15,539 | New |
| Great Valley Advisor Group, Inc. | 15,413 | $809.0K | 0.02% | +76+0.5% | Added |
| Nkcfo LLC | 15,000 | $787.0K | 0.43% | 00.0% | Unchanged |
| Wellspring Financial Advisors, LLC | 14,763 | $774.5K | 0.11% | +14,763 | New |
| Valeo Financial Advisors, LLC | 14,619 | $766.9K | 0.02% | +1,270+9.5% | Added |
| Brown Brothers Harriman & Co | 14,579 | $764.8K | 0.01% | 00.0% | Unchanged |
| Marietta Wealth Management, LLC | 14,470 | $759.1K | 0.12% | +14,470 | New |
| AE Wealth Management LLC | 13,642 | $715.7K | 0.01% | +8,125+147.3% | Added |
| Evexia Wealth LLC | 11,899 | $710.7K | 0.27% | +11,899 | New |
| Tradition Wealth Management, LLC | 13,400 | $703.0K | 0.07% | −19−0.1% | Reduced |
| Brown Advisory Inc | 13,171 | $691.0K | 0.00% | +2,336+21.6% | Added |
| Ancora Advisors, LLC | 13,092 | $686.8K | 0.02% | −1,838−12.3% | Reduced |
| SMART Wealth LLC | 13,073 | $685.8K | 0.28% | +3,222+32.7% | Added |
| Synergy Financial Group, LTD | 12,351 | $647.9K | 0.68% | +424+3.6% | Added |
| CIBC Private Wealth Group, LLC | 13,028 | $643.6K | 0.00% | +4,155+46.8% | Added |
| Kingsview Wealth Management, LLC | 12,253 | $642.8K | 0.02% | +12,253 | New |
| Financial Designs Corp | 12,222 | $641.2K | 0.44% | +12,222 | New |
| MAI Capital Management | 11,558 | $606.3K | 0.01% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 11,062 | $580.3K | 0.03% | −1,258−10.2% | Reduced |
| Madison Park Capital Advisors, LLC | 10,984 | $576.2K | 0.48% | +10,984 | New |
| Mustard Seed Financial, LLC | 10,890 | $571.3K | 0.55% | −1,949−15.2% | Reduced |
| Coyle Financial Counsel LLC | 9,150 | $567.8K | 0.20% | 00.0% | Unchanged |
| Scotia Capital Inc. | 10,800 | $566.6K | 0.00% | +2,534+30.7% | Added |
| Sunbelt Securities, Inc. | 10,687 | $560.6K | 0.06% | +10,687 | New |
| Soltis Investment Advisors LLC | 10,557 | $553.8K | 0.06% | +2,244+27.0% | Added |
| Hubbell Strickland Wealth Management, LLC | 10,492 | $550.4K | 0.28% | +1,704+19.4% | Added |
| Samalin Investment Counsel, LLC | 10,185 | $534.3K | 0.25% | +36+0.4% | Added |
| Glaxis Capital Management, LLC | 10,000 | $524.6K | 0.91% | +10,000 | New |
| National Asset Management, Inc. | 9,812 | $514.7K | 0.01% | +9,812 | New |
| Correct Capital Wealth Management | 9,725 | $510.2K | 0.12% | +9,725 | New |
| Access Financial Services, Inc. | 9,600 | $503.6K | 0.23% | 00.0% | Unchanged |
| Am Investment Strategies LLC | 9,455 | $496.0K | 0.12% | +2,040+27.5% | Added |
| Thrivent Financial for Lutherans | 9,444 | $495.0K | 0.00% | −4,910−34.2% | Reduced |
| Kestra Private Wealth Services, LLC | 9,066 | $475.6K | 0.01% | +9,066 | New |
| Blue Square Asset Management, LLC | 9,028 | $473.6K | 0.28% | +9,028 | New |
| Bank of Montreal | 8,124 | $472.6K | 0.00% | −1,654−16.9% | Reduced |
| M. Kulyk & Associates, LLC | 8,872 | $465.4K | 0.11% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 7,855 | $462.3K | 0.01% | +1,642+26.4% | Added |
| Johnson Investment Counsel Inc | 8,425 | $442.0K | 0.00% | +4,100+94.8% | Added |
| Central Trust Co | 8,369 | $439.0K | 0.01% | +50+0.6% | Added |
| Libra Wealth LLC | 8,183 | $429.3K | 0.19% | +1,892+30.1% | Added |
| Mission Wealth Management, LP | 8,092 | $424.5K | 0.01% | +156+2.0% | Added |
| Sweeney & Michel, LLC | 8,235 | $416.7K | 0.18% | +300+3.8% | Added |
| Pure Financial Advisors, Inc. | 7,774 | $407.8K | 0.01% | +506+7.0% | Added |
| Parallel Advisors, LLC | 7,630 | $400.3K | 0.01% | +424+5.9% | Added |
| JSF Financial, LLC | 7,312 | $383.6K | 0.12% | −425−5.5% | Reduced |
| Berger Financial Group, Inc | 7,287 | $382.3K | 0.03% | +90+1.3% | Added |
| BCJ Capital Management, LLC | 6,827 | $358.1K | 0.03% | +6,827 | New |
| Smallwood Wealth Investment Management, LLC | 6,803 | $356.9K | 0.28% | +6,803 | New |
| Merit Financial Group, LLC | 6,696 | $351.3K | 0.01% | +348+5.5% | Added |
| NTV Asset Management LLC | 6,500 | $341.0K | 0.05% | +2,500+62.5% | Added |
| Financial Partners Group, Inc | 6,473 | $339.6K | 0.05% | +1,489+29.9% | Added |
| NewEdge Wealth, LLC | 6,418 | $336.7K | 0.01% | +6,418 | New |
| CRA Financial Services, LLC | 6,244 | $327.5K | 0.07% | +369+6.3% | Added |
| We Are One Seven, LLC | 6,194 | $324.9K | 0.02% | +111+1.8% | Added |
| SFMG, LLC | 6,177 | $324.0K | 0.03% | +2,440+65.3% | Added |
| Regatta Capital Group, LLC | 6,134 | $321.8K | 0.07% | +6,134 | New |
| Rothschild Investment LLC | 6,000 | $314.8K | 0.02% | +3,000+100.0% | Added |
| Thoroughbred Financial Services, LLC | 6,000 | $314.0K | 0.02% | +6,000 | New |
| Invesco Ltd. | 5,950 | $312.1K | 0.00% | +5,950 | New |
| FinTrust Capital Advisors, LLC | 5,851 | $306.9K | 0.06% | +682+13.2% | Added |
| Roman Butler Fullerton & Co | 6,072 | $304.5K | 0.10% | +6,072 | New |
| Belpointe Asset Management LLC | 5,760 | $302.2K | 0.02% | +1,360+30.9% | Added |
| Aptus Capital Advisors, LLC | 5,755 | $301.9K | 0.01% | +787+15.8% | Added |
| Equitable Trust Co | 5,551 | $300.7K | 0.02% | +5,551 | New |
| Horizon Kinetics Asset Management LLC | 5,705 | $299.3K | 0.01% | +5,705 | New |
| Cooper Financial Group | 5,593 | $293.4K | 0.04% | +5,593 | New |
| Sugar Maple Asset Management, LLC | 5,505 | $288.8K | 0.28% | +5,505 | New |
| Sage Mountain Advisors LLC | 5,503 | $288.7K | 0.03% | 00.0% | Unchanged |
| 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 |
| Tectonic Advisors LLC | 5,445 | $285.6K | 0.02% | +287+5.6% | Added |
| Canvas Wealth Advisors, LLC | 4,915 | $283.3K | 0.09% | +403+8.9% | Added |
| Lionsbridge Wealth Management LLC | 5,333 | $279.8K | 0.22% | −4,032−43.1% | Reduced |
| Sanctuary Advisors, LLC | 5,017 | $279.7K | 0.00% | +5,017 | New |
| First Heartland Consultants, Inc. | 5,266 | $276.0K | 0.03% | +34+0.6% | Added |