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, Q3 2024
Institutional positions in Fidelity Wise Origin Bitcoin Fund as of Sep 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
- 344
- +32 vs. Q2 2024
- Shares held
- 51.7M
- +1.06M (+2.1%) vs. Q2 2024
- Total value
- $2.87B
- +$209.5M (+7.9%) vs. Q2 2024
- New holders
- 70
- 144 more added
- Sold out
- 38
- 54 more reduced
3 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Fidelity Wise Origin Bitcoin Fund; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| IVC Wealth Advisors LLC | 4,575 | $254.1K | 0.14% | +4,575 | New |
| Robertson Stephens Wealth Management, LLC | 4,597 | $255.3K | 0.01% | +581+14.5% | Added |
| Lake Street Advisors Group, LLC | 4,790 | $266.0K | 0.01% | 00.0% | Unchanged |
| Delta Investment Management, LLC | 4,801 | $266.6K | 0.05% | +13+0.3% | Added |
| Personal Cfo Solutions, LLC | 4,879 | $270.9K | 0.04% | −10.0% | Reduced |
| Cardiff Park Advisors, LLC | 5,000 | $277.6K | 0.03% | +5,000 | New |
| Total Investment Management Inc | 5,041 | $279.9K | 0.03% | +5,041 | New |
| Pallas Capital Advisors LLC | 4,697 | $280.5K | 0.01% | +186+4.1% | Added |
| Merit Financial Group, LLC | 5,056 | $280.8K | 0.01% | −1,640−24.5% | Reduced |
| Canvas Wealth Advisors, LLC | 5,070 | $281.5K | 0.08% | +155+3.2% | Added |
| Waddell & Associates, LLC | 5,082 | $282.2K | 0.03% | +5,082 | New |
| Wealth Quarterback LLC | 5,099 | $283.1K | 0.15% | +14+0.3% | Added |
| LPL Financial LLC | 5,129 | $284.8K | 0.00% | +5,129 | New |
| Running Point Capital Advisors, LLC | 5,134 | $285.1K | 0.11% | +5,134 | New |
| Integrated Wealth Concepts LLC | 5,137 | $285.3K | 0.00% | +1,303+34.0% | Added |
| JB Capital LLC | 5,160 | $286.5K | 0.02% | +5,160 | New |
| Timber Creek Capital Management LLC | 5,185 | $287.9K | 0.08% | +573+12.4% | Added |
| First Heartland Consultants, Inc. | 5,266 | $292.0K | 0.03% | 00.0% | Unchanged |
| Laidlaw Wealth Management LLC | 5,307 | $294.7K | 0.15% | +570+12.0% | Added |
| Concurrent Investment Advisors, LLC | 5,342 | $296.7K | 0.01% | +1,010+23.3% | Added |
| BKD Wealth Advisors, LLC | 5,380 | $298.8K | 0.01% | +1,191+28.4% | Added |
| Cerity Partners LLC | 5,399 | $299.8K | 0.00% | +5,399 | New |
| Central Trust Co | 5,426 | $301.3K | 0.01% | −2,943−35.2% | Reduced |
| Tectonic Advisors LLC | 5,445 | $302.4K | 0.02% | 00.0% | Unchanged |
| Basso Capital Management, L.P. | 5,500 | $305.4K | 0.28% | 00.0% | Unchanged |
| Intellectus Partners, LLC | 5,500 | $305.4K | 0.08% | 00.0% | Unchanged |
| Sage Mountain Advisors LLC | 5,503 | $305.6K | 0.03% | 00.0% | Unchanged |
| WealthPlan Investment Management, LLC | 5,532 | $307.2K | 0.03% | +794+16.8% | Added |
| AdvisorNet Financial, Inc | 5,550 | $308.2K | 0.02% | +346+6.6% | Added |
| Titleist Asset Management, LLC | 5,550 | $308.2K | 0.04% | +1,561+39.1% | Added |
| Equitable Trust Co | 5,551 | $308.2K | 0.02% | 00.0% | Unchanged |
| Cooper Financial Group | 5,593 | $310.6K | 0.04% | 00.0% | Unchanged |
| BCJ Capital Management, LLC | 5,614 | $311.7K | 0.02% | −1,213−17.8% | Reduced |
| Peloton Wealth Strategists | 5,650 | $314.0K | 0.12% | +5,650 | New |
| Falcon Wealth Planning | 5,765 | $320.1K | 0.04% | +1,330+30.0% | Added |
| Guidance Point Advisors, LLC | 5,765 | $320.1K | 0.09% | +5,765 | New |
| ExodusPoint Capital Management, LP | 5,800 | $322.0K | 0.00% | +5,800 | New |
| Associated Banc-Corp | 5,835 | $324.0K | 0.01% | +715+14.0% | Added |
| Horizon Kinetics Asset Management LLC | 5,916 | $328.5K | 0.00% | +211+3.7% | Added |
| Thoroughbred Financial Services, LLC | 6,000 | $333.0K | 0.02% | 00.0% | Unchanged |
| Rothschild Investment LLC | 6,000 | $333.2K | 0.02% | 00.0% | Unchanged |
| True North Advisors, LLC | 6,132 | $340.5K | 0.09% | +6,132 | New |
| Invesco Ltd. | 6,239 | $346.5K | 0.00% | +289+4.9% | Added |
| We Are One Seven, LLC | 6,338 | $351.9K | 0.02% | +144+2.3% | Added |
| Benchmark Financial Wealth Advisors, LLC | 6,372 | $353.8K | 0.12% | +6,372 | New |
| Westover Capital Advisors, LLC | 6,410 | $355.9K | 0.07% | +6,410 | New |
| NewEdge Wealth, LLC | 6,418 | $356.4K | 0.01% | 00.0% | Unchanged |
| LaSalle St. Investment Advisors, LLC | 6,500 | $360.0K | 0.14% | +6,500 | New |
| Daymark Wealth Partners, LLC | 6,542 | $363.3K | 0.02% | +6,542 | New |
| Raymond James Financial Services Advisors, Inc. | 6,564 | $364.5K | 0.00% | +6,564 | New |
| Parallel Advisors, LLC | 6,621 | $367.7K | 0.01% | −1,009−13.2% | Reduced |
| Chicago Partners Investment Group LLC | 6,421 | $372.9K | 0.01% | +1,695+35.9% | Added |
| Vantage Financial Partners, LLC | 6,950 | $385.9K | 0.10% | +6,950 | New |
| Upper Left Wealth Management, LLC | 7,602 | $389.5K | 0.34% | +7,602 | New |
| Scientech Research LLC | 7,064 | $392.3K | 0.08% | +7,064 | New |
| Aptus Capital Advisors, LLC | 7,191 | $399.3K | 0.01% | +1,436+25.0% | Added |
| Financial Partners Group, Inc | 7,194 | $399.5K | 0.06% | +721+11.1% | Added |
| Principle Wealth Partners LLC | 7,201 | $399.9K | 0.03% | +7,201 | New |
| Regatta Capital Group, LLC | 7,209 | $400.3K | 0.08% | +1,075+17.5% | Added |
| Berger Financial Group, Inc | 7,287 | $404.6K | 0.03% | 00.0% | Unchanged |
| JSF Financial, LLC | 7,312 | $406.0K | 0.12% | 00.0% | Unchanged |
| Pure Financial Advisors, Inc. | 7,727 | $429.1K | 0.01% | −47−0.6% | Reduced |
| LBMC Investment Advisors, LLC | 7,745 | $430.1K | 0.03% | +7,745 | New |
| Aries Wealth Management | 8,161 | $453.2K | 0.12% | +3,205+64.7% | Added |
| Mission Wealth Management, LP | 8,479 | $470.9K | 0.01% | +387+4.8% | Added |
| M. Kulyk & Associates, LLC | 8,481 | $470.9K | 0.09% | −391−4.4% | Reduced |
| Sunbelt Securities, Inc. | 8,668 | $481.3K | 0.05% | −2,019−18.9% | Reduced |
| Johnson Investment Counsel Inc | 8,671 | $481.5K | 0.00% | +246+2.9% | Added |
| CRA Financial Services, LLC | 8,720 | $484.2K | 0.09% | +2,476+39.7% | Added |
| FinTrust Capital Advisors, LLC | 8,833 | $490.5K | 0.08% | +2,982+51.0% | Added |
| Mutual Advisors, LLC | 8,309 | $496.2K | 0.01% | +454+5.8% | Added |
| Everett Harris & Co | 8,979 | $498.6K | 0.01% | +8,979 | New |
| MAI Capital Management | 9,007 | $500.2K | 0.00% | −2,551−22.1% | Reduced |
| Blue Square Asset Management, LLC | 9,028 | $501.3K | 0.27% | 00.0% | Unchanged |
| Bleakley Financial Group, LLC | 9,088 | $504.7K | 0.02% | +5,235+135.9% | Added |
| Sweeney & Michel, LLC | 8,503 | $510.4K | 0.20% | +268+3.3% | Added |
| Tru Independence Asset Management 2, LLC | 9,317 | $517.4K | 0.44% | +9,317 | New |
| Allworth Financial LP | 9,580 | $532.0K | 0.00% | +5,167+117.1% | Added |
| Bedel Financial Consulting, Inc. | 9,597 | $532.9K | 0.08% | +9,597 | New |
| Access Financial Services, Inc. | 9,600 | $533.1K | 0.24% | 00.0% | Unchanged |
| 3EDGE Asset Management, LP | 9,826 | $545.6K | 0.04% | −9,407−48.9% | Reduced |
| Verus Financial Partners, Inc. | 10,156 | $548.2K | 0.06% | +10,156 | New |
| Glaxis Capital Management, LLC | 10,000 | $555.3K | 2.17% | 00.0% | Unchanged |
| Able Wealth Management LLC | 10,134 | $562.7K | 0.43% | +10,134 | New |
| National Asset Management, Inc. | 10,440 | $575.1K | 0.02% | +628+6.4% | Added |
| Samalin Investment Counsel, LLC | 10,780 | $598.6K | 0.26% | +595+5.8% | Added |
| Scotia Capital Inc. | 10,800 | $599.7K | 0.00% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 10,800 | $599.7K | 0.04% | +5,040+87.5% | Added |
| Moors & Cabot, Inc. | 10,835 | $601.7K | 0.03% | −227−2.1% | Reduced |
| Lionsbridge Wealth Management LLC | 11,079 | $615.2K | 0.49% | +5,746+107.7% | Added |
| Hubbell Strickland Wealth Management, LLC | 11,121 | $617.5K | 0.29% | +629+6.0% | Added |
| Roman Butler Fullerton & Co | 10,830 | $634.8K | 0.19% | +4,758+78.4% | Added |
| SkyView Investment Advisors, LLC | 11,500 | $639.0K | 0.11% | +11,500 | New |
| Colony Group, LLC | 13,494 | $661.8K | 0.00% | −15,716−53.8% | Reduced |
| Synergy Financial Group, LTD | 12,328 | $684.6K | 0.65% | −23−0.2% | Reduced |
| NTV Asset Management LLC | 12,500 | $694.1K | 0.09% | +6,000+92.3% | Added |
| AE Wealth Management LLC | 12,516 | $695.0K | 0.01% | −1,126−8.3% | Reduced |
| Soltis Investment Advisors LLC | 12,963 | $719.8K | 0.07% | +2,406+22.8% | Added |
| Ancora Advisors, LLC | 13,294 | $738.2K | 0.02% | +202+1.5% | Added |
| Tradition Wealth Management, LLC | 13,402 | $744.2K | 0.07% | +20.0% | Added |