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 |
|---|---|---|---|---|---|
| Tectonic Advisors LLC | 3,338 | $313.7K | 0.02% | −3,106−48.2% | Reduced |
| AlTi Global, Inc. | 3,361 | $315.9K | 0.01% | +25+0.7% | Added |
| Thompson Davis & Co., Inc. | 3,365 | $316.3K | 0.22% | −100−2.9% | Reduced |
| Total Investment Management Inc | 3,366 | $316.4K | 0.05% | −775−18.7% | Reduced |
| New Republic Capital, LLC | 3,390 | $318.6K | 0.11% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 3,399 | $319.5K | 0.02% | −224−6.2% | Reduced |
| Thrivent Financial for Lutherans | 3,420 | $321.0K | 0.00% | −4,367−56.1% | Reduced |
| Park Edge Advisors, LLC | 3,456 | $324.8K | 0.08% | +71+2.1% | Added |
| Baring Financial LLC | 3,464 | $325.6K | 0.24% | +672+24.1% | Added |
| Capital Performance Advisors LLP | 3,470 | $326.1K | 0.06% | −150−4.1% | Reduced |
| Commerce Bank | 3,471 | $326.2K | 0.00% | +561+19.3% | Added |
| Drive Wealth Management, LLC | 3,489 | $327.9K | 0.07% | −3−0.1% | Reduced |
| Beacon Investment Advisory Services, Inc. | 3,500 | $329.0K | 0.01% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 3,500 | $329.0K | 0.12% | +2,350+204.3% | Added |
| Gerber, LLC | 3,508 | $329.7K | 0.23% | 00.0% | Unchanged |
| Pine Valley Investments Ltd Liability Co | 3,533 | $332.1K | 0.02% | +15+0.4% | Added |
| Veracity Capital LLC | 3,604 | $338.8K | 0.12% | −53−1.4% | Reduced |
| RMR Capital Management, LLC | 3,659 | $343.9K | 0.25% | 00.0% | Unchanged |
| NorthStar Asset Management LLC | 3,720 | $349.6K | 0.18% | 00.0% | Unchanged |
| Grimes & Company, Inc. | 3,740 | $351.5K | 0.01% | +3,740 | New |
| Crestwood Advisors Group LLC | 3,782 | $355.4K | 0.01% | −35−0.9% | Reduced |
| Archer Investment Corp | 3,797 | $356.9K | 0.09% | +22+0.6% | Added |
| Arkadios Wealth Advisors | 3,801 | $357.3K | 0.01% | +3,801 | New |
| Sandy Cove Advisors, LLC | 3,808 | $357.9K | 0.13% | −257−6.3% | Reduced |
| Oakworth Capital, Inc. | 3,836 | $360.5K | 0.02% | 00.0% | Unchanged |
| Franklin Resources Inc | 3,839 | $360.8K | 0.00% | +449+13.2% | Added |
| BKD Wealth Advisors, LLC | 3,849 | $361.8K | 0.01% | −340−8.1% | Reduced |
| Invesco Ltd. | 3,851 | $362.0K | 0.00% | −447−10.4% | Reduced |
| Centaurus Financial, Inc. | 3,854 | $362.0K | 0.02% | 00.0% | Unchanged |
| Anson Capital, Inc. | 3,854 | $362.2K | 0.29% | +400+11.6% | Added |
| Group One Trading, L.P. | 3,891 | $365.7K | 0.01% | +3,891 | New |
| Tamar Securities, LLC | 3,907 | $367.2K | 0.04% | −316−7.5% | Reduced |
| Scotia Capital Inc. | 3,908 | $367.3K | 0.00% | −604−13.4% | Reduced |
| Simon Quick Advisors, LLC | 3,939 | $370.2K | 0.02% | 00.0% | Unchanged |
| Diversify Wealth Management, LLC | 3,561 | $371.8K | 0.02% | +10.0% | Added |
| MONECO Advisors, LLC | 4,022 | $378.0K | 0.04% | +118+3.0% | Added |
| Waddell & Associates, LLC | 4,022 | $378.0K | 0.04% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 4,023 | $378.1K | 0.09% | +4,023 | New |
| Pensionmark Financial Group, LLC | 4,037 | $379.5K | 0.01% | −80−1.9% | Reduced |
| Ellis Investment Partners, LLC | 4,040 | $379.7K | 0.07% | −358−8.1% | Reduced |
| MCF Advisors LLC | 4,062 | $381.8K | 0.03% | +2,603+178.4% | Added |
| Claro Advisors LLC | 4,186 | $393.4K | 0.06% | +520+14.2% | Added |
| Robertson Stephens Wealth Management, LLC | 4,196 | $394.4K | 0.01% | −540−11.4% | Reduced |
| Titleist Asset Management, LLC | 4,229 | $397.5K | 0.04% | +12+0.3% | Added |
| Tocqueville Asset Management L.P. | 4,230 | $397.6K | 0.01% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 4,255 | $399.9K | 0.07% | +150+3.7% | Added |
| Valmark Advisers, Inc. | 4,277 | $402.0K | 0.01% | +4,277 | New |
| Guardian Wealth Advisors, LLC | 4,285 | $402.7K | 0.03% | +250+6.2% | Added |
| Greenberg Financial Group | 7,909 | $403.8K | 0.15% | +668+9.2% | Added |
| Exchange Capital Management, Inc. | 4,300 | $404.2K | 0.06% | 00.0% | Unchanged |
| Strait & Sound Wealth Management LLC | 4,310 | $405.1K | 0.17% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 4,315 | $405.5K | 0.05% | +187+4.5% | Added |
| Retirement Income Solutions, Inc | 4,389 | $412.5K | 0.08% | −530−10.8% | Reduced |
| McAdam, LLC | 4,404 | $413.9K | 0.02% | +78+1.8% | Added |
| Drucker Wealth 3.0, LLC | 4,269 | $416.8K | 0.08% | −143−3.2% | Reduced |
| Atria Investments LLC | 4,481 | $421.2K | 0.00% | +980+28.0% | Added |
| Geneva Partners, LLC | 4,499 | $422.9K | 0.17% | +128+2.9% | Added |
| KKM Financial LLC | 4,500 | $423.0K | 0.15% | 00.0% | Unchanged |
| Old Mission Investment Co LLC | 4,504 | $423.3K | 0.12% | +1,525+51.2% | Added |
| Gitterman Wealth Management, LLC | 4,511 | $424.0K | 0.10% | +205+4.8% | Added |
| Prime Capital Investment Advisors, LLC | 4,516 | $424.5K | 0.01% | +321+7.7% | Added |
| Ausdal Financial Partners, Inc. | 4,523 | $425.1K | 0.03% | +4,523 | New |
| National Wealth Management Group, LLC | 4,569 | $429.4K | 0.24% | +244+5.6% | Added |
| Perigon Wealth Management, LLC | 4,590 | $431.4K | 0.01% | +1,730+60.5% | Added |
| Savant Capital, LLC | 4,606 | $432.9K | 0.00% | −934−16.9% | Reduced |
| Raymond James Financial Inc | 4,629 | $435.1K | 0.00% | +293+6.8% | Added |
| Five Pine Wealth Management | 4,657 | $437.7K | 0.32% | +407+9.6% | Added |
| Endowment Wealth Management, Inc. | 4,700 | $441.8K | 0.23% | +1,484+46.1% | Added |
| Ritholtz Wealth Management | 4,708 | $442.5K | 0.01% | +430+10.1% | Added |
| Schneider Downs Wealth Management Advisors, LP | 4,712 | $442.9K | 0.07% | +4,712 | New |
| Cascade Financial Partners, LLC | 4,744 | $445.9K | 0.05% | −638−11.9% | Reduced |
| Instrumental Wealth, LLC | 4,395 | $446.7K | 0.36% | +125+2.9% | Added |
| Kiker Wealth Management, LLC | 4,839 | $454.9K | 0.26% | +166+3.6% | Added |
| Clientfirst Wealth Management, LLC | 4,888 | $459.4K | 0.47% | +80+1.7% | Added |
| Wealth Effects LLC | 4,910 | $461.5K | 0.17% | +25+0.5% | Added |
| OneAscent Financial Services LLC | 4,945 | $465.0K | 0.03% | +4,945 | New |
| Meridian Wealth Advisors, LLC | 5,000 | $469.9K | 0.07% | +5,000 | New |
| IVC Wealth Advisors LLC | 5,057 | $475.3K | 0.23% | +55+1.1% | Added |
| Smallwood Wealth Investment Management, LLC | 5,146 | $483.7K | 0.28% | 00.0% | Unchanged |
| Founders Financial Securities LLC | 5,167 | $485.6K | 0.04% | +454+9.6% | Added |
| AMG National Trust Bank | 5,205 | $489.2K | 0.01% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 5,236 | $492.1K | 0.30% | 00.0% | Unchanged |
| Cardiff Park Advisors, LLC | 5,325 | $500.5K | 0.04% | 00.0% | Unchanged |
| Vicus Capital | 5,350 | $502.8K | 0.04% | +5,350 | New |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 5,375 | $505.2K | 0.07% | +1,857+52.8% | Added |
| BCJ Capital Management, LLC | 5,480 | $515.1K | 0.03% | −1,708−23.8% | Reduced |
| Robinswood Financial LLC | 5,486 | $515.6K | 0.18% | 00.0% | Unchanged |
| Sage Mountain Advisors LLC | 5,503 | $517.2K | 0.03% | 00.0% | Unchanged |
| Wolverine Trading, LLC | 5,551 | $517.8K | 0.01% | +5,551 | New |
| Wealth Group Ltd | 5,538 | $520.5K | 0.13% | −2,515−31.2% | Reduced |
| IFP Advisors, Inc | 5,599 | $526.2K | 0.01% | −795−12.4% | Reduced |
| Advyzon Investment Management, LLC | 5,604 | $526.7K | 0.12% | −5,795−50.8% | Reduced |
| Wealth Alliance | 5,629 | $529.1K | 0.06% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 5,653 | $531.3K | 0.01% | 00.0% | Unchanged |
| Vantage Point Financial LLC | 5,659 | $531.9K | 0.23% | +5,659 | New |
| Horizon Kinetics Asset Management LLC | 5,681 | $534.0K | 0.01% | −110−1.9% | Reduced |
| Chicago Capital, LLC | 5,719 | $537.5K | 0.01% | +410+7.7% | Added |
| Strategic Wealth Partners, Ltd. | 5,804 | $545.5K | 0.04% | +5,804 | New |
| Central Trust Co | 5,839 | $548.9K | 0.01% | +117+2.0% | Added |
| We Are One Seven, LLC | 5,844 | $549.3K | 0.02% | −680−10.4% | Reduced |