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 |
|---|---|---|---|---|---|
| NTV Asset Management LLC | 12,500 | $1.17M | 0.14% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 12,500 | $1.18M | 0.17% | +2,500+25.0% | Added |
| Evoke Wealth, LLC | 12,546 | $1.18M | 0.03% | +417+3.4% | Added |
| LBMC Investment Advisors, LLC | 12,655 | $1.19M | 0.08% | +4,910+63.4% | Added |
| Signal Advisors Wealth, LLC | 12,666 | $1.19M | 0.09% | +5,941+88.3% | Added |
| Stonegate Investment Group, LLC | 12,822 | $1.21M | 0.03% | +5,450+73.9% | Added |
| Concurrent Investment Advisors, LLC | 12,955 | $1.22M | 0.02% | +1,235+10.5% | Added |
| GR Financial Group, LLC | 13,157 | $1.24M | 0.30% | +4,443+51.0% | Added |
| Aries Wealth Management | 13,262 | $1.25M | 0.33% | +680+5.4% | Added |
| Benchmark Financial Wealth Advisors, LLC | 13,317 | $1.25M | 0.41% | +3,742+39.1% | Added |
| RMB Capital Management, LLC | 13,548 | $1.27M | 0.02% | +13,548 | New |
| RSM US Wealth Management LLC | 13,607 | $1.28M | 0.02% | +2,788+25.8% | Added |
| AE Wealth Management LLC | 13,956 | $1.31M | 0.01% | −1,069−7.1% | Reduced |
| Coston, McIsaac & Partners | 14,270 | $1.34M | 0.35% | +30.0% | Added |
| 3EDGE Asset Management, LP | 14,306 | $1.34M | 0.08% | +6,126+74.9% | Added |
| Strata Wealth Advisors, LLC | 14,373 | $1.35M | 0.37% | 00.0% | Unchanged |
| Marietta Wealth Management, LLC | 14,470 | $1.36M | 0.18% | 00.0% | Unchanged |
| Condor Capital Management | 14,533 | $1.37M | 0.12% | −822−5.4% | Reduced |
| WealthPlan Investment Management, LLC | 14,592 | $1.37M | 0.10% | +2,044+16.3% | Added |
| Bedel Financial Consulting, Inc. | 14,736 | $1.39M | 0.19% | +333+2.3% | Added |
| Hubbell Strickland Wealth Management, LLC | 14,857 | $1.40M | 0.62% | +890+6.4% | Added |
| BEAM Asset Management, LLC | 14,888 | $1.40M | 0.42% | +14,888 | New |
| Revisor Wealth Management LLC | 14,193 | $1.41M | 0.51% | +87+0.6% | Added |
| Daymark Wealth Partners, LLC | 15,275 | $1.44M | 0.05% | +4,617+43.3% | Added |
| Mustard Seed Financial, LLC | 15,346 | $1.44M | 1.04% | +148+1.0% | Added |
| Arete Wealth Advisors, LLC | 15,372 | $1.45M | 0.10% | −1,495−8.9% | Reduced |
| Mills Wealth Advisors LLC | 15,555 | $1.46M | 0.67% | +1,394+9.8% | Added |
| Great Valley Advisor Group, Inc. | 15,734 | $1.48M | 0.03% | +368+2.4% | Added |
| Graypoint LLC | 15,801 | $1.49M | 0.08% | +335+2.2% | Added |
| Soltis Investment Advisors LLC | 16,749 | $1.57M | 0.12% | +2,154+14.8% | Added |
| Madison Park Capital Advisors, LLC | 16,890 | $1.59M | 1.34% | −671−3.8% | Reduced |
| Gamco Investors, Inc. Et Al | 17,500 | $1.64M | 0.02% | 00.0% | Unchanged |
| FRG Family Wealth Advisors LLC | 17,705 | $1.66M | 0.29% | +10,165+134.8% | Added |
| Pallas Capital Advisors LLC | 17,896 | $1.68M | 0.06% | +1,589+9.7% | Added |
| Ancora Advisors, LLC | 17,997 | $1.69M | 0.04% | +2,116+13.3% | Added |
| Essex Financial Services, Inc. | 18,265 | $1.72M | 0.11% | +13,429+277.7% | Added |
| Abundance Wealth Counselors | 18,377 | $1.73M | 0.32% | +11,367+162.2% | Added |
| Pathstone Holdings, LLC | 18,751 | $1.76M | 0.01% | −225−1.2% | Reduced |
| Life Line Wealth Management LLC | 18,851 | $1.77M | 0.57% | +373+2.0% | Added |
| DRW Securities, LLC | 18,882 | $1.77M | 0.12% | −93,527−83.2% | Reduced |
| Clearstead Advisors, LLC | 18,968 | $1.78M | 0.03% | +600+3.3% | Added |
| LifeGoal Wealth Advisors | 19,375 | $1.82M | 1.73% | 00.0% | Unchanged |
| Cerity Partners LLC | 19,553 | $1.84M | 0.00% | +3,039+18.4% | Added |
| WSFS Capital Management, LLC | 19,669 | $1.85M | 0.10% | 00.0% | Unchanged |
| CRA Financial Services, LLC | 19,709 | $1.85M | 0.28% | +580+3.0% | Added |
| Financial Management Professionals, Inc. | 19,770 | $1.86M | 0.21% | +611+3.2% | Added |
| Nkcfo LLC | 20,000 | $1.88M | 0.78% | 00.0% | Unchanged |
| GK Wealth Management LLC | 20,801 | $1.96M | 1.94% | +112+0.5% | Added |
| Meridian Wealth Management, LLC | 21,155 | $1.99M | 0.08% | +770+3.8% | Added |
| Almanack Investment Partners, LLC. | 21,165 | $1.99M | 0.32% | +4,533+27.3% | Added |
| Mercer Global Advisors Inc | 21,359 | $2.01M | 0.00% | +242+1.1% | Added |
| Wellspring Financial Advisors, LLC | 21,433 | $2.01M | 0.20% | +7,970+59.2% | Added |
| Stansberry Asset Management, LLC | 21,647 | $2.03M | 0.22% | −81−0.4% | Reduced |
| Logan Stone Capital, LLC | 21,700 | $2.04M | 0.96% | +21,700 | New |
| Moneta Group Investment Advisors LLC | 21,937 | $2.06M | 0.02% | +7,116+48.0% | Added |
| Highland Financial Advisors, LLC | 21,960 | $2.06M | 0.66% | −193−0.9% | Reduced |
| WESCAP Management Group, Inc. | 21,984 | $2.07M | 0.47% | +21,984 | New |
| Meitav Dash Investments Ltd | 23,418 | $2.20M | 0.03% | +9,368+66.7% | Added |
| NewEdge Wealth, LLC | 21,457 | $2.20M | 0.03% | +424+2.0% | Added |
| Objective Capital Management, LLC | 23,436 | $2.20M | 2.47% | +23,436 | New |
| Financial Partners Group, Inc | 24,066 | $2.26M | 0.31% | −820−3.3% | Reduced |
| Catalytic Wealth RIA, LLC | 24,156 | $2.27M | 0.19% | +24,156 | New |
| Keel Point, LLC | 24,193 | $2.27M | 0.15% | +10,544+77.3% | Added |
| Wealthcare Advisory Partners LLC | 24,368 | $2.29M | 0.05% | −1,056−4.2% | Reduced |
| Brinker Capital Investments, LLC | 24,439 | $2.30M | 0.02% | +339+1.4% | Added |
| Mission Wealth Management, LP | 24,770 | $2.33M | 0.05% | +345+1.4% | Added |
| Spectrum Strategic Capital Management, LLC | 24,853 | $2.34M | 1.49% | +24,853 | New |
| Virtu Financial LLC | 25,022 | $2.35M | 0.12% | −70,936−73.9% | Reduced |
| Private Advisor Group, LLC | 25,244 | $2.37M | 0.01% | −107−0.4% | Reduced |
| Abound Wealth Management | 25,825 | $2.43M | 0.69% | +45+0.2% | Added |
| Brown Brothers Harriman & Co | 26,404 | $2.48M | 0.02% | +105+0.4% | Added |
| Sanctuary Advisors, LLC | 26,412 | $2.48M | 0.02% | +2,182+9.0% | Added |
| Basso Capital Management, L.P. | 26,500 | $2.49M | 1.85% | +6,000+29.3% | Added |
| Financial Designs Corp | 27,328 | $2.57M | 1.57% | +885+3.3% | Added |
| Staley Capital Advisers Inc | 27,340 | $2.57M | 0.11% | +27,340 | New |
| SMART Wealth LLC | 27,517 | $2.59M | 0.81% | −9,236−25.1% | Reduced |
| Farringdon Capital, Ltd. | 27,741 | $2.61M | 0.88% | −22,075−44.3% | Reduced |
| LPL Financial LLC | 28,390 | $2.67M | 0.00% | +7,084+33.2% | Added |
| Camelot Portfolios, LLC | 28,668 | $2.69M | 1.62% | +463+1.6% | Added |
| Guild Investment Management, Inc. | 28,947 | $2.72M | 2.36% | +28,947 | New |
| Integrated Wealth Concepts LLC | 29,008 | $2.73M | 0.03% | −2,069−6.7% | Reduced |
| First Heartland Consultants, Inc. | 29,457 | $2.77M | 0.25% | +3,745+14.6% | Added |
| CIBC Private Wealth Group, LLC | 29,628 | $2.78M | 0.00% | −866−2.8% | Reduced |
| Vivaldi Capital Management, LLC | 29,699 | $2.79M | 0.42% | +8,833+42.3% | Added |
| Firestone Capital Management | 29,783 | $2.80M | 0.66% | +724+2.5% | Added |
| Bank of America Corp | 30,298 | $2.85M | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 30,978 | $2.91M | 0.07% | +30,978 | New |
| PTM Wealth Management, LLC | 30,835 | $2.94M | 1.95% | −1,778−5.5% | Reduced |
| Childress Capital Advisors, LLC | 32,060 | $3.01M | 0.76% | +5,474+20.6% | Added |
| Kingsview Wealth Management, LLC | 32,392 | $3.04M | 0.05% | +8,246+34.2% | Added |
| Eaton Financial Holdings Company, LLC | 32,718 | $3.08M | 0.95% | +161+0.5% | Added |
| EP Wealth Advisors, LLC | 33,243 | $3.12M | 0.02% | +3,793+12.9% | Added |
| Promethium Advisors,llc | 33,342 | $3.13M | 1.90% | +2,825+9.3% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 33,816 | $3.18M | 0.11% | +124+0.4% | Added |
| Joel Isaacson & Co., LLC | 34,192 | $3.21M | 0.13% | +27,750+430.8% | Added |
| Valeo Financial Advisors, LLC | 34,332 | $3.23M | 0.08% | −2,388−6.5% | Reduced |
| SCS Capital Management LLC | 34,795 | $3.27M | 0.04% | +3,490+11.1% | Added |
| Ronald Blue Trust, Inc. | 34,846 | $3.28M | 0.04% | +11,907+51.9% | Added |
| Innovative Advisory Group, LLC | 35,521 | $3.34M | 2.86% | −1,539−4.2% | Reduced |
| DecisionMap Wealth Management, LLC | 36,298 | $3.41M | 2.34% | +6,085+20.1% | Added |