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 2025
Institutional positions in Fidelity Wise Origin Bitcoin Fund as of Jun 30, 2025. 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
- 623
- +94 vs. Q1 2025
- Shares held
- 49.7M
- +630.8K (+1.3%) vs. Q1 2025
- Total value
- $4.68B
- +$1.14B (+32.4%) vs. Q1 2025
- New holders
- 125
- 275 more added
- Sold out
- 31
- 125 more reduced
6 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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 2025
Shares, value and share of portfolio for each institution holding Fidelity Wise Origin Bitcoin Fund; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| TSFG, LLC | 4 | $0 | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 1 | $88 | 0.00% | −5−83.3% | Reduced |
| Morgan Stanley | 1 | $94 | 0.00% | 00.0% | Unchanged |
| Koesten, Hirschmann & Crabtree, INC. | 3 | $282 | 0.00% | 00.0% | Unchanged |
| Clark Wealth Partners | 3 | $282 | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 5 | $470 | 0.00% | +5 | New |
| Carolina Wealth Advisors, LLC | 5 | $470 | 0.00% | +5 | New |
| Aventura Private Wealth, LLC | 5 | $470 | 0.00% | +5 | New |
| Dunhill Financial, LLC | 10 | $939 | 0.00% | +10 | New |
| TD Capital Management LLC | 10 | $940 | 0.00% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 10 | $940 | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 10 | $940 | 0.00% | +10 | New |
| Kilter Group LLC | 10 | $940 | 0.00% | +10 | New |
| Traub Capital Management LLC | 10 | $940 | 0.00% | +10 | New |
| Bellwether Advisors, LLC | 12 | $1.13K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 15 | $1.41K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 16 | $1.50K | 0.00% | +5+45.5% | Added |
| Concord Wealth Partners | 17 | $1.63K | 0.00% | 00.0% | Unchanged |
| Pandora Wealth, Inc. | 20 | $1.88K | 0.00% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 22 | $2.07K | 0.00% | +22 | New |
| VSM Wealth Advisory, LLC | 24 | $2.26K | 0.00% | +24 | New |
| Geneos Wealth Management Inc. | 30 | $2.81K | 0.00% | −2,300−98.7% | Reduced |
| Vision Financial Markets LLC | 35 | $3.29K | 0.00% | −35−50.0% | Reduced |
| Frazier Financial Advisors, LLC | 38 | $3.54K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 47 | $4.42K | 0.00% | +14+42.4% | Added |
| FMR LLC | 57 | $5.35K | 0.00% | −34−37.4% | Reduced |
| Financial Freedom, LLC | 57 | $5.36K | 0.00% | −78−57.8% | Reduced |
| Rossby Financial, LCC | 57 | $5.40K | 0.00% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 61 | $6.37K | 0.00% | +61 | New |
| CNB Bank | 68 | $6.39K | 0.00% | +68 | New |
| Glassman Wealth Services | 81 | $7.61K | 0.00% | 00.0% | Unchanged |
| CKW Financial Group | 88 | $8.00K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 92 | $8.00K | 0.00% | +52+130.0% | Added |
| Assetmark, Inc | 88 | $8.27K | 0.00% | 00.0% | Unchanged |
| Copia Wealth Management | 88 | $8.27K | 0.01% | +64+266.7% | Added |
| Ameritas Advisory Services, LLC | 89 | $8.37K | 0.00% | +89 | New |
| Garde Capital, Inc. | 90 | $8.46K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 116 | $10.9K | 0.00% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 120 | $11.3K | 0.01% | 00.0% | Unchanged |
| Birchbrook, Inc. | 130 | $12.2K | 0.01% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 145 | $13.6K | 0.00% | +145 | New |
| Principia Wealth Advisory, LLC | 147 | $13.8K | 0.01% | +124+539.1% | Added |
| Atlantic Trust, LLC | 170 | $16.0K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 174 | $16.4K | 0.00% | +26+17.6% | Added |
| NBC Securities, Inc. | 185 | $17.0K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 200 | $18.8K | 0.01% | 00.0% | Unchanged |
| Caldwell Trust Co | 200 | $18.8K | 0.00% | +200 | New |
| SJS Investment Consulting Inc. | 210 | $19.7K | 0.00% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 229 | $21.5K | 0.03% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 231 | $21.8K | 0.01% | 00.0% | Unchanged |
| Finley Financial, LLC | 235 | $22.1K | 0.01% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 251 | $24.0K | 0.00% | +251 | New |
| Painted Porch Advisors LLC | 272 | $25.6K | 0.01% | 00.0% | Unchanged |
| New Millennium Group LLC | 274 | $25.8K | 0.01% | −4−1.4% | Reduced |
| UMA Financial Services, Inc. | 286 | $26.9K | 0.00% | +11+4.0% | Added |
| Briaud Financial Planning, Inc | 294 | $27.0K | 0.01% | +294 | New |
| Activest Wealth Management | 332 | $31.2K | 0.01% | +27+8.9% | Added |
| Stephens Consulting, LLC | 350 | $32.9K | 0.01% | +27+8.4% | Added |
| Harbour Investments, Inc. | 359 | $33.7K | 0.00% | +159+79.5% | Added |
| Northwestern Mutual Wealth Management Co | 448 | $42.1K | 0.00% | −347−43.6% | Reduced |
| Avondale Wealth Management | 478 | $45.0K | 0.03% | +261+120.3% | Added |
| Newbridge Financial Services Group, Inc. | 504 | $47.4K | 0.01% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 507 | $47.7K | 0.00% | −514−50.3% | Reduced |
| Richard W. Paul & Associates, LLC | 533 | $50.1K | 0.02% | −291−35.3% | Reduced |
| Cordant, Inc. | 562 | $52.8K | 0.03% | +3+0.5% | Added |
| Curio Wealth, LLC | 579 | $54.4K | 0.02% | +578+57,800.0% | Added |
| NBT Bank N A | 589 | $55.4K | 0.00% | +185+45.8% | Added |
| The PNC Financial Services Group, Inc. | 600 | $56.4K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 600 | $56.4K | 0.00% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 616 | $57.9K | 0.02% | +616 | New |
| Canton Hathaway, LLC | 650 | $61.0K | 0.01% | +25+4.0% | Added |
| Aspect Partners, LLC | 660 | $62.1K | 0.03% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 665 | $62.5K | 0.04% | 00.0% | Unchanged |
| Clarity Asset Management, Inc. | 666 | $62.6K | 0.04% | 00.0% | Unchanged |
| Hurley Capital, LLC | 670 | $63.0K | 0.04% | 00.0% | Unchanged |
| Capital Analysts, LLC | 674 | $63.0K | 0.00% | +109+19.3% | Added |
| Perkins Coie Trust Co | 680 | $63.9K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 700 | $65.8K | 0.00% | −75−9.7% | Reduced |
| Morgan Dempsey Capital Management LLC | 751 | $70.6K | 0.03% | +149+24.8% | Added |
| Golden State Wealth Management, LLC | 779 | $73.2K | 0.01% | 00.0% | Unchanged |
| Heritage Wealth Advisors | 817 | $76.7K | 0.00% | 00.0% | Unchanged |
| North Ridge Wealth Advisors, Inc. | 851 | $80.0K | 0.05% | −119−12.3% | Reduced |
| Huntington National Bank | – | $80.0K | 0.00% | – | – |
| JPMorgan Chase & Co | 926 | $87.1K | 0.00% | −1,929−67.6% | Reduced |
| Teachers Insurance & Annuity Association of America | 935 | $87.9K | 0.11% | 00.0% | Unchanged |
| Family Legacy Financial Solutions, LLC | 1,000 | $94.0K | 0.08% | +1,000 | New |
| Park Square Financial Group, LLC | 1,003 | $94.3K | 0.07% | 00.0% | Unchanged |
| Investment Counsel Co of Nevada | 1,037 | $97.5K | 0.20% | 00.0% | Unchanged |
| ORG Partners LLC | 1,084 | $99.7K | 0.02% | −42−3.7% | Reduced |
| Atlantic Private Wealth, LLC | 1,201 | $112.9K | 0.08% | +378+45.9% | Added |
| Citizens National Bank Trust Department | 1,230 | $115.6K | 0.02% | +130+11.8% | Added |
| Umb Bank N A | 1,275 | $119.8K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 1,379 | $129.6K | 0.00% | +160+13.1% | Added |
| Tortoise Investment Management, LLC | 1,425 | $133.9K | 0.01% | +19+1.4% | Added |
| Halbert Hargrove Global Advisors, LLC | 1,481 | $139.2K | 0.01% | +957+182.6% | Added |
| Massmutual Trust Co FSB | 1,483 | $139.4K | 0.00% | +53+3.7% | Added |
| Icon Wealth Advisors, LLC | 1,518 | $142.7K | 0.01% | 00.0% | Unchanged |
| Hills Bank & Trust Co | 1,550 | $145.7K | 0.01% | +1,550 | New |
| Strategic Investment Solutions, Inc. | 1,633 | $153.5K | 0.05% | +105+6.9% | Added |
| Quest 10 Wealth Builders, Inc. | 1,646 | $154.7K | 0.15% | +201+13.9% | Added |