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 |
|---|---|---|---|---|---|
| AdvisorNet Financial, Inc | 5,204 | $273.0K | 0.02% | +5,204 | New |
| Chicago Partners Investment Group LLC | 4,726 | $272.4K | 0.01% | +4,726 | New |
| Associated Banc-Corp | 5,120 | $268.6K | 0.01% | +5,120 | New |
| Wealth Quarterback LLC | 5,085 | $266.8K | 0.15% | +5,085 | New |
| Zuckerman Investment Group, LLC | 5,000 | $262.3K | 0.03% | +5,000 | New |
| Aries Wealth Management | 4,956 | $260.0K | 0.08% | +4,956 | New |
| Allworth Financial LP | 4,413 | $259.9K | 0.00% | +1,429+47.9% | Added |
| Advisor Group Holdings, Inc. | 4,931 | $258.7K | 0.00% | −1,038−17.4% | Reduced |
| Personal Cfo Solutions, LLC | 4,880 | $256.0K | 0.04% | +100+2.1% | Added |
| Lake Street Advisors Group, LLC | 4,790 | $251.3K | 0.01% | +4,790 | New |
| Delta Investment Management, LLC | 4,788 | $251.2K | 0.06% | +4,788 | New |
| Pallas Capital Advisors LLC | 4,511 | $250.8K | 0.01% | +577+14.7% | Added |
| WealthPlan Investment Management, LLC | 4,738 | $248.6K | 0.04% | +4,738 | New |
| Laidlaw Wealth Management LLC | 4,737 | $248.5K | 0.14% | −354−7.0% | Reduced |
| Gibson Capital, LLC | 4,728 | $248.0K | 0.05% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 4,677 | $245.0K | 0.08% | +1,082+30.1% | Added |
| Headlands Technologies LLC | 4,666 | $244.8K | 0.03% | +2,838+155.3% | Added |
| Timber Creek Capital Management LLC | 4,612 | $242.0K | 0.07% | +4,612 | New |
| Buckingham Strategic Wealth, LLC | 4,570 | $239.7K | 0.00% | −154−3.3% | Reduced |
| Silverlake Wealth Management LLC | 4,492 | $235.7K | 0.10% | +4,492 | New |
| Delap Wealth Advisory, LLC | 4,470 | $234.5K | 0.11% | +4,470 | New |
| Falcon Wealth Planning | 4,435 | $232.7K | 0.03% | +4,435 | New |
| Walleye Capital LLC | 4,370 | $229.3K | 0.00% | +4,370 | New |
| Brinker Capital Investments, LLC | 4,344 | $227.9K | 0.00% | +4,344 | New |
| Orion Portfolio Solutions, LLC | 4,344 | $227.9K | 0.00% | +4,344 | New |
| Concurrent Investment Advisors, LLC | 4,332 | $227.3K | 0.01% | +584+15.6% | Added |
| Exchange Capital Management, Inc. | 4,300 | $225.6K | 0.04% | +4,300 | New |
| BKD Wealth Advisors, LLC | 4,189 | $219.8K | 0.01% | +4,189 | New |
| United Community Bank | 4,183 | $219.4K | 0.09% | +4,183 | New |
| Florida Financial Advisors, LLC | 4,139 | $217.1K | 0.13% | −1,704−29.2% | Reduced |
| Centaurus Financial, Inc. | 4,139 | $217.0K | 0.01% | −73−1.7% | Reduced |
| Robertson Stephens Wealth Management, LLC | 4,016 | $210.7K | 0.01% | +4,016 | New |
| Atlas Financial Advisors, Inc. | 4,013 | $210.5K | 0.35% | +224+5.9% | Added |
| Strait & Sound Wealth Management LLC | 4,000 | $209.8K | 0.11% | +4,000 | New |
| Titleist Asset Management, LLC | 3,989 | $209.3K | 0.03% | +3,989 | New |
| Clearstead Advisors, LLC | 3,988 | $209.2K | 0.00% | +3,988 | New |
| First National Corp | 3,929 | $206.1K | 0.05% | +3,929 | New |
| Wealthspire Advisors, LLC | 3,920 | $205.6K | 0.00% | +3,920 | New |
| Clare Market Investments LLC | 3,875 | $203.3K | 0.06% | +3,875 | New |
| Simplicity Wealth,LLC | 3,853 | $202.1K | 0.00% | +519+15.6% | Added |
| Bleakley Financial Group, LLC | 3,853 | $202.1K | 0.01% | +519+15.6% | Added |
| Integrated Wealth Concepts LLC | 3,834 | $201.1K | 0.00% | +3,834 | New |
| Vestor Capital, LLC | 3,102 | $163.0K | 0.01% | +775+33.3% | Added |
| Spartan Fund Management Inc. | 2,500 | $131.2K | 0.37% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 2,487 | $130.5K | 0.05% | +2,487 | New |
| Carolinas Wealth Consulting LLC | 2,434 | $127.7K | 0.02% | 00.0% | Unchanged |
| MCF Advisors LLC | 2,373 | $124.5K | 0.01% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 2,219 | $122.7K | 0.04% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 2,097 | $110.0K | 0.00% | +169+8.8% | Added |
| Avondale Wealth Management | 1,995 | $104.7K | 0.07% | +1,995 | New |
| Brown, Lisle/Cummings, Inc. | 1,960 | $102.8K | 0.03% | −500−20.3% | Reduced |
| Tortoise Investment Management, LLC | 1,806 | $94.7K | 0.01% | 00.0% | Unchanged |
| ORG Partners LLC | 1,596 | $88.2K | 0.01% | +1,596 | New |
| Covestor Ltd | 1,670 | $88.0K | 0.06% | −34−2.0% | Reduced |
| Centerpoint Advisors, LLC | 1,416 | $74.0K | 0.03% | +550+63.5% | Added |
| Lindbrook Capital, LLC | 1,400 | $73.4K | 0.01% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 1,394 | $73.1K | 0.01% | +1,394 | New |
| Hobbs Group Advisors, LLC | 1,394 | $73.1K | 0.03% | +1,394 | New |
| Umb Bank N A | 1,275 | $66.9K | 0.00% | +1,275 | New |
| Larson Financial Group LLC | 1,274 | $66.8K | 0.00% | +1,115+701.3% | Added |
| Plante Moran Financial Advisors, LLC | 1,227 | $64.4K | 0.01% | +85+7.4% | Added |
| Archer Investment Corp | 1,201 | $63.0K | 0.02% | −7−0.6% | Reduced |
| Asset Dedication, LLC | 1,188 | $62.3K | 0.00% | +1,188 | New |
| Hantz Financial Services, Inc. | 880 | $46.0K | 0.00% | +880 | New |
| Farther Finance Advisors, LLC | 789 | $43.6K | 0.00% | −857−52.1% | Reduced |
| Atlantic Private Wealth, LLC | 823 | $43.2K | 0.04% | 00.0% | Unchanged |
| Sandy Spring Bank | 809 | $42.4K | 0.00% | +146+22.0% | Added |
| Whittier Trust Co of Nevada Inc | 774 | $40.6K | 0.00% | +774 | New |
| Richard W. Paul & Associates, LLC | 765 | $40.1K | 0.02% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 665 | $34.9K | 0.02% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 625 | $32.8K | 0.00% | +540+635.3% | Added |
| Pathway Financial Advisers, LLC | 623 | $32.6K | 0.01% | +2+0.3% | Added |
| Massmutual Trust Co FSB | 600 | $31.5K | 0.00% | +600 | New |
| Jamison Private Wealth Management, Inc. | 571 | $30.0K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 512 | $26.9K | 0.01% | +512 | New |
| Rise Advisors, LLC | 500 | $26.2K | 0.01% | +500 | New |
| Trust Co of Vermont | 409 | $21.5K | 0.00% | 00.0% | Unchanged |
| Stonehage Fleming Financial Services Holdings Ltd | 378 | $19.8K | 0.00% | +378 | New |
| Live Oak Investment Partners | – | $19.5K | 0.02% | – | New |
| Lynx Investment Advisory | 350 | $18.4K | 0.01% | +350 | New |
| Capital Analysts, LLC | 352 | $18.0K | 0.00% | +177+101.1% | Added |
| Baldwin Brothers Inc | 310 | $16.3K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 300 | $15.7K | 0.00% | +100+50.0% | Added |
| Newbridge Financial Services Group, Inc. | 282 | $14.8K | 0.01% | +112+65.9% | Added |
| Sound Income Strategies, LLC | 264 | $13.8K | 0.00% | +264 | New |
| Pension & Wealth Management Advisors, Inc. | 262 | $13.7K | 0.01% | +19+7.8% | Added |
| Federation des caisses Desjardins du Quebec | 250 | $13.1K | 0.00% | −450−64.3% | Reduced |
| Chris Bulman Inc | 250 | $13.1K | 0.01% | +250 | New |
| SJS Investment Consulting Inc. | 210 | $11.0K | 0.00% | 00.0% | Unchanged |
| New Millennium Group LLC | 208 | $10.9K | 0.01% | +208 | New |
| Stephens Consulting, LLC | 200 | $10.5K | 0.00% | 00.0% | Unchanged |
| M&R Capital Management Inc | 200 | $10.5K | 0.00% | +200 | New |
| SRS Capital Advisors, Inc. | 192 | $10.1K | 0.00% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 180 | $9.44K | 0.00% | +180 | New |
| Hollencrest Capital Management | 170 | $8.92K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 170 | $8.92K | 0.00% | +170 | New |
| FSC Wealth Advisors, LLC | 161 | $8.45K | 0.01% | +161 | New |
| HighMark Wealth Management LLC | 160 | $8.39K | 0.01% | −35−17.9% | Reduced |
| IFP Advisors, Inc | 160 | $8.39K | 0.00% | +60+60.0% | Added |
| Cornerstone Planning Group LLC | 151 | $7.07K | 0.00% | +151 | New |