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 |
|---|---|---|---|---|---|
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 5,898 | $554.4K | 0.04% | +1,469+33.2% | Added |
| Whittier Trust Co | 6,000 | $563.9K | 0.01% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 6,012 | $565.1K | 0.01% | +605+11.2% | Added |
| Eagle Global Advisors LLC | 6,050 | $568.6K | 0.02% | 00.0% | Unchanged |
| Guidance Point Advisors, LLC | 6,079 | $571.4K | 0.15% | +867+16.6% | Added |
| Advisor Group Holdings, Inc. | 6,087 | $572.1K | 0.00% | +1,338+28.2% | Added |
| Vista Finance, LLC | 6,131 | $576.3K | 0.50% | +2,680+77.7% | Added |
| United Capital Financial Advisers, LLC | 6,147 | $577.8K | 0.00% | +180+3.0% | Added |
| Moors & Cabot, Inc. | 6,218 | $584.4K | 0.03% | −381−5.8% | Reduced |
| FineMark National Bank & Trust | 6,219 | $584.5K | 0.02% | +368+6.3% | Added |
| Redhawk Wealth Advisors, Inc. | 6,240 | $586.5K | 0.07% | +63+1.0% | Added |
| Werba Rubin Papier Wealth Management | 6,315 | $593.5K | 0.11% | −2,019−24.2% | Reduced |
| Betterment LLC | 6,415 | $603.0K | 0.00% | −1,810−22.0% | Reduced |
| Walleye Trading LLC | 6,450 | $606.2K | 0.01% | +6,450 | New |
| Proficio Capital Partners LLC | 6,452 | $606.4K | 0.04% | +1,531+31.1% | Added |
| KFG Wealth Management, LLC | 6,524 | $613.2K | 0.10% | +1,146+21.3% | Added |
| Sandbox Financial Partners, LLC | 6,527 | $613.5K | 0.19% | −359−5.2% | Reduced |
| Summit Trail Advisors, LLC | 6,564 | $617.0K | 0.01% | +6,564 | New |
| Rehmann Capital Advisory Group | 6,669 | $626.8K | 0.04% | +1,330+24.9% | Added |
| Diligent Investors, LLC | 6,694 | $629.2K | 0.15% | −2,125−24.1% | Reduced |
| Thoroughbred Financial Services, LLC | 6,705 | $630.0K | 0.04% | +374+5.9% | Added |
| Everett Harris & Co | 6,783 | $637.5K | 0.01% | −2,212−24.6% | Reduced |
| Waldron Private Wealth LLC | 6,820 | $641.0K | 0.03% | +1,190+21.1% | Added |
| Tradition Wealth Management, LLC | 6,872 | $645.9K | 0.05% | −7,100−50.8% | Reduced |
| Wealthspire Advisors, LLC | 6,912 | $649.7K | 0.00% | +95+1.4% | Added |
| Fairview Capital Investment Management, LLC | 6,950 | $653.2K | 0.03% | 00.0% | Unchanged |
| Insigneo Advisory Services, LLC | 6,954 | $653.6K | 0.06% | +619+9.8% | Added |
| Steel Peak Wealth Management LLC | 7,000 | $657.9K | 0.03% | 00.0% | Unchanged |
| Symmetry Peak Management LLC | 7,020 | $659.8K | 7.48% | +7,020 | New |
| CLG LLC | 7,044 | $662.0K | 0.21% | +3,023+75.2% | Added |
| Intellectus Partners, LLC | 7,100 | $667.3K | 0.14% | +1,050+17.4% | Added |
| Congress Wealth Management LLC | 7,147 | $671.9K | 0.01% | +1,978+38.3% | Added |
| Resources Investment Advisors, LLC. | 7,232 | $679.7K | 0.01% | +377+5.5% | Added |
| Willis Johnson & Associates, Inc. | 7,350 | $690.9K | 0.05% | +21+0.3% | Added |
| Chicago Partners Investment Group LLC | 6,721 | $694.8K | 0.02% | −17−0.3% | Reduced |
| Demars Financial Group, LLC | 7,478 | $702.9K | 0.27% | +7,478 | New |
| Wedmont Private Capital | 7,349 | $717.6K | 0.03% | +1,300+21.5% | Added |
| Running Point Capital Advisors, LLC | 7,664 | $720.3K | 0.20% | +30+0.4% | Added |
| Stratos Wealth Advisors, LLC | 7,720 | $725.6K | 0.04% | −20,630−72.8% | Reduced |
| Larson Financial Group LLC | 7,747 | $728.1K | 0.03% | +304+4.1% | Added |
| Wesbanco Bank Inc | 7,840 | $736.9K | 0.02% | +42+0.5% | Added |
| Vantage Financial Partners, LLC | 7,847 | $737.5K | 0.17% | +897+12.9% | Added |
| Matauro, LLC | 7,911 | $743.6K | 0.14% | +543+7.4% | Added |
| Rothschild Investment LLC | 8,000 | $751.9K | 0.05% | 00.0% | Unchanged |
| Equitable Trust Co | 8,051 | $756.7K | 0.04% | 00.0% | Unchanged |
| Silverlake Wealth Management LLC | 8,109 | $762.2K | 0.22% | +1,725+27.0% | Added |
| Peloton Wealth Strategists | 8,167 | $768.0K | 0.31% | +850+11.6% | Added |
| Two Sigma Securities, LLC | 8,173 | $768.2K | 0.09% | +3,229+65.3% | Added |
| Associated Banc-Corp | 8,227 | $773.3K | 0.02% | +285+3.6% | Added |
| Dudley Capital Management, LLC | 8,478 | $796.8K | 0.40% | +3,346+65.2% | Added |
| Upper Left Wealth Management, LLC | 8,705 | $818.2K | 0.55% | −670−7.1% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 8,780 | $825.2K | 0.02% | +20.0% | Added |
| Brighton Jones LLC | 8,813 | $828.3K | 0.02% | +2,419+37.8% | Added |
| Capital Investment Advisors, LLC | 8,817 | $828.7K | 0.01% | +703+8.7% | Added |
| Sequoia Financial Advisors, LLC | 8,940 | $840.2K | 0.01% | +2,380+36.3% | Added |
| GWN Securities Inc. | 8,956 | $841.8K | 0.16% | +521+6.2% | Added |
| Harber Asset Management LLC | 8,970 | $843.1K | 0.27% | +8,970 | New |
| Warren Averett Asset Management, LLC | 8,997 | $845.6K | 0.01% | +3,385+60.3% | Added |
| RFG Advisory, LLC | 9,045 | $850.1K | 0.02% | +3,429+61.1% | Added |
| Ethos Financial Group, LLC | 9,135 | $858.6K | 0.07% | +3,540+63.3% | Added |
| Prosperity Planning, Inc. | 9,300 | $874.1K | 0.25% | +6,400+220.7% | Added |
| AdvisorNet Financial, Inc | 9,407 | $884.2K | 0.06% | +1,431+17.9% | Added |
| MAI Capital Management | 9,458 | $889.0K | 0.01% | +206+2.2% | Added |
| Clear Creek Financial Management, LLC | 9,464 | $889.5K | 0.08% | +3,239+52.0% | Added |
| Westover Capital Advisors, LLC | 9,535 | $896.2K | 0.18% | −60−0.6% | Reduced |
| Vestor Capital, LLC | 2,346 | $913.0K | 0.09% | −5,573−70.4% | Reduced |
| Allworth Financial LP | 9,750 | $916.4K | 0.00% | −453−4.4% | Reduced |
| Parallel Advisors, LLC | 9,817 | $922.7K | 0.02% | +557+6.0% | Added |
| Falcon Wealth Planning | 9,832 | $924.1K | 0.09% | +339+3.6% | Added |
| Access Financial Services, Inc. | 9,833 | $924.2K | 0.35% | +233+2.4% | Added |
| Northeast Financial Consultants Inc | 9,874 | $928.0K | 0.04% | +9,874 | New |
| KMG Fiduciary Partners, LLC | 9,875 | $928.2K | 0.07% | +444+4.7% | Added |
| Financial Management Network Inc | 9,730 | $928.7K | 0.17% | +9,730 | New |
| Regatta Capital Group, LLC | 10,106 | $949.8K | 0.16% | +663+7.0% | Added |
| Sunbelt Securities, Inc. | 11,651 | $950.5K | 0.08% | +8,819+311.4% | Added |
| JSF Financial, LLC | 10,148 | $953.8K | 0.23% | +22+0.2% | Added |
| Delta Investment Management, LLC | 10,245 | $962.9K | 0.19% | +1,297+14.5% | Added |
| Parkside Financial Bank & Trust | 10,271 | $965.4K | 0.10% | +10,011+3,850.4% | Added |
| Captrust Financial Advisors | 10,376 | $975.3K | 0.00% | −281−2.6% | Reduced |
| Timber Creek Capital Management LLC | 9,901 | $981.7K | 0.25% | +1,123+12.8% | Added |
| Wealth Quarterback LLC | 10,506 | $987.5K | 0.47% | +1,660+18.8% | Added |
| Secure Asset Management, LLC | 10,682 | $1.00M | 0.19% | −13,320−55.5% | Reduced |
| Sweeney & Michel, LLC | 9,853 | $1.02M | 0.36% | +60+0.6% | Added |
| Verus Financial Partners, Inc. | 10,447 | $1.02M | 0.10% | 00.0% | Unchanged |
| Roman Butler Fullerton & Co | 10,254 | $1.05M | 0.31% | +712+7.5% | Added |
| Canvas Wealth Advisors, LLC | 10,281 | $1.06M | 0.21% | +1,773+20.8% | Added |
| TCW Group Inc | 11,423 | $1.07M | 0.01% | 00.0% | Unchanged |
| L.M. Kohn & Company | 11,470 | $1.08M | 0.29% | +3,225+39.1% | Added |
| Samalin Investment Counsel, LLC | 11,516 | $1.08M | 0.42% | −106−0.9% | Reduced |
| Tru Independence Asset Management 2, LLC | 11,539 | $1.08M | 0.74% | +1,361+13.4% | Added |
| JB Capital LLC | 11,656 | $1.10M | 0.05% | +260+2.3% | Added |
| LaSalle St. Investment Advisors, LLC | 11,827 | $1.11M | 0.30% | −1,194−9.2% | Reduced |
| Principle Wealth Partners LLC | 11,823 | $1.11M | 0.07% | +2,172+22.5% | Added |
| Rahlfs Capital, LLC | 11,860 | $1.11M | 1.02% | +320+2.8% | Added |
| M. Kulyk & Associates, LLC | 11,886 | $1.12M | 0.24% | +967+8.9% | Added |
| Brown Advisory Inc | 12,121 | $1.14M | 0.00% | −3,145−20.6% | Reduced |
| Belpointe Asset Management LLC | 12,173 | $1.14M | 0.05% | +667+5.8% | Added |
| Pure Financial Advisors, Inc. | 12,210 | $1.15M | 0.02% | +53+0.4% | Added |
| Synergy Financial Group, LTD | 12,496 | $1.17M | 0.86% | +92+0.7% | Added |
| Inspirion Wealth Advisors, LLC | 12,499 | $1.17M | 0.16% | −1,475−10.6% | Reduced |