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 |
|---|---|---|---|---|---|
| We Are One Seven, LLC | 6,338 | $351.9K | 0.02% | +144+2.3% | Added |
| Invesco Ltd. | 6,239 | $346.5K | 0.00% | +289+4.9% | Added |
| True North Advisors, LLC | 6,132 | $340.5K | 0.09% | +6,132 | New |
| Rothschild Investment LLC | 6,000 | $333.2K | 0.02% | 00.0% | Unchanged |
| Thoroughbred Financial Services, LLC | 6,000 | $333.0K | 0.02% | 00.0% | Unchanged |
| Horizon Kinetics Asset Management LLC | 5,916 | $328.5K | 0.00% | +211+3.7% | Added |
| Associated Banc-Corp | 5,835 | $324.0K | 0.01% | +715+14.0% | Added |
| ExodusPoint Capital Management, LP | 5,800 | $322.0K | 0.00% | +5,800 | New |
| Guidance Point Advisors, LLC | 5,765 | $320.1K | 0.09% | +5,765 | New |
| Falcon Wealth Planning | 5,765 | $320.1K | 0.04% | +1,330+30.0% | Added |
| Peloton Wealth Strategists | 5,650 | $314.0K | 0.12% | +5,650 | New |
| BCJ Capital Management, LLC | 5,614 | $311.7K | 0.02% | −1,213−17.8% | Reduced |
| Cooper Financial Group | 5,593 | $310.6K | 0.04% | 00.0% | Unchanged |
| Equitable Trust Co | 5,551 | $308.2K | 0.02% | 00.0% | Unchanged |
| 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 |
| WealthPlan Investment Management, LLC | 5,532 | $307.2K | 0.03% | +794+16.8% | Added |
| Sage Mountain Advisors LLC | 5,503 | $305.6K | 0.03% | 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 |
| Tectonic Advisors LLC | 5,445 | $302.4K | 0.02% | 00.0% | Unchanged |
| Central Trust Co | 5,426 | $301.3K | 0.01% | −2,943−35.2% | Reduced |
| Cerity Partners LLC | 5,399 | $299.8K | 0.00% | +5,399 | New |
| BKD Wealth Advisors, LLC | 5,380 | $298.8K | 0.01% | +1,191+28.4% | Added |
| Concurrent Investment Advisors, LLC | 5,342 | $296.7K | 0.01% | +1,010+23.3% | Added |
| Laidlaw Wealth Management LLC | 5,307 | $294.7K | 0.15% | +570+12.0% | Added |
| First Heartland Consultants, Inc. | 5,266 | $292.0K | 0.03% | 00.0% | Unchanged |
| Timber Creek Capital Management LLC | 5,185 | $287.9K | 0.08% | +573+12.4% | Added |
| JB Capital LLC | 5,160 | $286.5K | 0.02% | +5,160 | New |
| Integrated Wealth Concepts LLC | 5,137 | $285.3K | 0.00% | +1,303+34.0% | Added |
| Running Point Capital Advisors, LLC | 5,134 | $285.1K | 0.11% | +5,134 | New |
| LPL Financial LLC | 5,129 | $284.8K | 0.00% | +5,129 | New |
| Wealth Quarterback LLC | 5,099 | $283.1K | 0.15% | +14+0.3% | Added |
| Waddell & Associates, LLC | 5,082 | $282.2K | 0.03% | +5,082 | New |
| Canvas Wealth Advisors, LLC | 5,070 | $281.5K | 0.08% | +155+3.2% | Added |
| Merit Financial Group, LLC | 5,056 | $280.8K | 0.01% | −1,640−24.5% | Reduced |
| Pallas Capital Advisors LLC | 4,697 | $280.5K | 0.01% | +186+4.1% | Added |
| Total Investment Management Inc | 5,041 | $279.9K | 0.03% | +5,041 | New |
| Cardiff Park Advisors, LLC | 5,000 | $277.6K | 0.03% | +5,000 | New |
| Personal Cfo Solutions, LLC | 4,879 | $270.9K | 0.04% | −10.0% | Reduced |
| Delta Investment Management, LLC | 4,801 | $266.6K | 0.05% | +13+0.3% | Added |
| Lake Street Advisors Group, LLC | 4,790 | $266.0K | 0.01% | 00.0% | Unchanged |
| Robertson Stephens Wealth Management, LLC | 4,597 | $255.3K | 0.01% | +581+14.5% | Added |
| IVC Wealth Advisors LLC | 4,575 | $254.1K | 0.14% | +4,575 | New |
| Cascade Financial Partners, LLC | 4,300 | $253.6K | 0.03% | +4,300 | New |
| KKM Financial LLC | 4,500 | $249.9K | 0.12% | +4,500 | New |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 4,426 | $245.8K | 0.02% | +4,426 | New |
| Thrivent Financial for Lutherans | 4,367 | $243.0K | 0.00% | −5,077−53.8% | Reduced |
| Atlas Financial Advisors, Inc. | 4,361 | $242.2K | 0.38% | +348+8.7% | Added |
| Change Path, LLC | 4,306 | $239.1K | 0.01% | +4,306 | New |
| Exchange Capital Management, Inc. | 4,300 | $238.8K | 0.04% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 4,264 | $236.8K | 0.01% | +4,264 | New |
| Wealthspire Advisors, LLC | 4,100 | $227.7K | 0.00% | +180+4.6% | Added |
| Larson Financial Group LLC | 4,086 | $226.9K | 0.01% | +2,812+220.7% | Added |
| Vestor Capital, LLC | 4,025 | $224.0K | 0.02% | +923+29.8% | Added |
| Strait & Sound Wealth Management LLC | 4,000 | $222.1K | 0.11% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 3,885 | $215.7K | 0.01% | +3,885 | New |
| Kingsview Wealth Management, LLC | 3,863 | $214.5K | 0.00% | −8,390−68.5% | Reduced |
| Centaurus Financial, Inc. | 3,854 | $214.0K | 0.01% | −285−6.9% | Reduced |
| Clare Market Investments LLC | 3,845 | $213.5K | 0.06% | −30−0.8% | Reduced |
| Foundations Investment Advisors, LLC | 3,814 | $211.8K | 0.00% | +3,814 | New |
| Captrust Financial Advisors | 3,738 | $207.6K | 0.00% | +3,738 | New |
| Advisor Group Holdings, Inc. | 3,698 | $205.3K | 0.00% | −1,233−25.0% | Reduced |
| Capital Performance Advisors LLP | 3,470 | $192.7K | 0.06% | +3,470 | New |
| Archer Investment Corp | 3,135 | $174.1K | 0.05% | +1,934+161.0% | Added |
| IFP Advisors, Inc | 3,004 | $166.8K | 0.01% | +2,844+1,777.5% | Added |
| Headlands Technologies LLC | 2,658 | $147.6K | 0.02% | −2,008−43.0% | Reduced |
| Financial Perspectives, Inc | 2,487 | $138.1K | 0.05% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 2,460 | $136.6K | 0.04% | +500+25.5% | Added |
| Carolinas Wealth Consulting LLC | 2,434 | $135.2K | 0.02% | 00.0% | Unchanged |
| MCF Advisors LLC | 2,373 | $131.8K | 0.01% | 00.0% | Unchanged |
| Hobbs Group Advisors, LLC | 2,307 | $128.1K | 0.05% | +913+65.5% | Added |
| Rosenberg Matthew Hamilton | 2,219 | $123.2K | 0.03% | 00.0% | Unchanged |
| Covestor Ltd | 2,101 | $117.0K | 0.07% | +431+25.8% | Added |
| The PNC Financial Services Group, Inc. | 2,100 | $116.6K | 0.00% | +3+0.1% | Added |
| Ashburton (Jersey) Ltd | 2,099 | $113.0K | 0.04% | +2,099 | New |
| Avondale Wealth Management | 1,980 | $109.9K | 0.07% | −15−0.8% | Reduced |
| Whittier Trust Co of Nevada Inc | 1,780 | $98.8K | 0.00% | +1,006+130.0% | Added |
| ORG Partners LLC | 1,596 | $88.6K | 0.01% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 1,457 | $80.9K | 0.03% | +1,457 | New |
| Centerpoint Advisors, LLC | 1,416 | $79.0K | 0.03% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 1,420 | $78.9K | 0.01% | +20+1.4% | Added |
| Beacon Capital Management, LLC | 1,394 | $77.4K | 0.01% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 1,383 | $76.8K | 0.01% | −423−23.4% | Reduced |
| Strategic Investment Solutions, Inc. | 1,331 | $73.9K | 0.02% | +1,331 | New |
| Umb Bank N A | 1,275 | $70.8K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 1,227 | $68.1K | 0.01% | 00.0% | Unchanged |
| Asset Dedication, LLC | 1,201 | $66.7K | 0.00% | +13+1.1% | Added |
| Richard W. Paul & Associates, LLC | 1,129 | $62.7K | 0.02% | +364+47.6% | Added |
| Sandy Spring Bank | 960 | $53.3K | 0.00% | +151+18.7% | Added |
| Teachers Insurance & Annuity Association of America | 935 | $51.9K | 0.08% | +935 | New |
| Cornerstone Planning Group LLC | 800 | $50.8K | 0.01% | +649+429.8% | Added |
| Hantz Financial Services, Inc. | 880 | $49.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 843 | $46.8K | 0.00% | +843 | New |
| Atlantic Private Wealth, LLC | 823 | $45.7K | 0.03% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 725 | $40.2K | 0.00% | −64−8.1% | Reduced |
| AllSquare Wealth Management LLC | 665 | $36.9K | 0.02% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 622 | $34.5K | 0.02% | −1−0.2% | Reduced |
| Massmutual Trust Co FSB | 600 | $33.3K | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 593 | $32.9K | 0.01% | +593 | New |