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 |
|---|---|---|---|---|---|
| Mutual Advisors, LLC | 46,711 | $4.76M | 0.12% | +7,053+17.8% | Added |
| Glaxis Capital Management, LLC | 50,000 | $4.70M | 6.28% | +50,000 | New |
| Foundations Investment Advisors, LLC | 49,801 | $4.68M | 0.07% | +34,070+216.6% | Added |
| Rpo LLC | 49,757 | $4.68M | 10.90% | +17,160+52.6% | Added |
| Milestone Asset Management Group, LLC | 48,760 | $4.58M | 3.39% | −57−0.1% | Reduced |
| Fiduciary Alliance LLC | 47,463 | $4.46M | 0.33% | +1,100+2.4% | Added |
| Nwam LLC | 44,256 | $4.17M | 0.24% | +1,398+3.3% | Added |
| Avantax Advisory Services, Inc. | 43,801 | $4.12M | 0.02% | +11,100+33.9% | Added |
| Lido Advisors, LLC | 43,714 | $4.11M | 0.02% | +803+1.9% | Added |
| MML Investors Services, LLC | 43,531 | $4.09M | 0.01% | +6,524+17.6% | Added |
| CMG Global Holdings, LLC | 38,973 | $4.02M | 2.11% | +2,883+8.0% | Added |
| Arbor Capital Management Inc | 40,191 | $3.98M | 3.46% | +6,635+19.8% | Added |
| Evexia Wealth LLC | 38,493 | $3.94M | 1.24% | −33−0.1% | Reduced |
| Libra Wealth LLC | 41,539 | $3.90M | 1.28% | +14,047+51.1% | Added |
| Kovitz Investment Group Partners, LLC | 41,295 | $3.88M | 0.02% | +213+0.5% | Added |
| Empowered Funds, LLC | 40,980 | $3.85M | 0.04% | +40,980 | New |
| Vista Investment Partners II, LLC | 40,365 | $3.79M | 1.83% | +1,753+4.5% | Added |
| Haven Private, LLC | 39,683 | $3.73M | 1.65% | +2,306+6.2% | Added |
| Merit Financial Group, LLC | 39,578 | $3.72M | 0.04% | +29,487+292.2% | Added |
| Panoramic Investment Advisors, LLC | 39,569 | $3.72M | 2.28% | −303−0.8% | Reduced |
| Sepio Capital, LP | 39,558 | $3.72M | 0.26% | +11,796+42.5% | Added |
| SFMG, LLC | 38,551 | $3.62M | 0.27% | +110.0% | Added |
| DecisionMap Wealth Management, LLC | 36,298 | $3.41M | 2.34% | +6,085+20.1% | Added |
| Innovative Advisory Group, LLC | 35,521 | $3.34M | 2.86% | −1,539−4.2% | Reduced |
| Ronald Blue Trust, Inc. | 34,846 | $3.28M | 0.04% | +11,907+51.9% | Added |
| SCS Capital Management LLC | 34,795 | $3.27M | 0.04% | +3,490+11.1% | Added |
| Valeo Financial Advisors, LLC | 34,332 | $3.23M | 0.08% | −2,388−6.5% | Reduced |
| Joel Isaacson & Co., LLC | 34,192 | $3.21M | 0.13% | +27,750+430.8% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 33,816 | $3.18M | 0.11% | +124+0.4% | Added |
| Promethium Advisors,llc | 33,342 | $3.13M | 1.90% | +2,825+9.3% | Added |
| EP Wealth Advisors, LLC | 33,243 | $3.12M | 0.02% | +3,793+12.9% | Added |
| Eaton Financial Holdings Company, LLC | 32,718 | $3.08M | 0.95% | +161+0.5% | Added |
| Kingsview Wealth Management, LLC | 32,392 | $3.04M | 0.05% | +8,246+34.2% | Added |
| Childress Capital Advisors, LLC | 32,060 | $3.01M | 0.76% | +5,474+20.6% | Added |
| PTM Wealth Management, LLC | 30,835 | $2.94M | 1.95% | −1,778−5.5% | Reduced |
| Global Retirement Partners, LLC | 30,978 | $2.91M | 0.07% | +30,978 | New |
| Bank of America Corp | 30,298 | $2.85M | 0.00% | 00.0% | Unchanged |
| Firestone Capital Management | 29,783 | $2.80M | 0.66% | +724+2.5% | Added |
| Vivaldi Capital Management, LLC | 29,699 | $2.79M | 0.42% | +8,833+42.3% | Added |
| CIBC Private Wealth Group, LLC | 29,628 | $2.78M | 0.00% | −866−2.8% | Reduced |
| First Heartland Consultants, Inc. | 29,457 | $2.77M | 0.25% | +3,745+14.6% | Added |
| Integrated Wealth Concepts LLC | 29,008 | $2.73M | 0.03% | −2,069−6.7% | Reduced |
| Guild Investment Management, Inc. | 28,947 | $2.72M | 2.36% | +28,947 | New |
| Camelot Portfolios, LLC | 28,668 | $2.69M | 1.62% | +463+1.6% | Added |
| LPL Financial LLC | 28,390 | $2.67M | 0.00% | +7,084+33.2% | Added |
| Farringdon Capital, Ltd. | 27,741 | $2.61M | 0.88% | −22,075−44.3% | Reduced |
| SMART Wealth LLC | 27,517 | $2.59M | 0.81% | −9,236−25.1% | Reduced |
| Staley Capital Advisers Inc | 27,340 | $2.57M | 0.11% | +27,340 | New |
| Financial Designs Corp | 27,328 | $2.57M | 1.57% | +885+3.3% | Added |
| Basso Capital Management, L.P. | 26,500 | $2.49M | 1.85% | +6,000+29.3% | Added |
| Sanctuary Advisors, LLC | 26,412 | $2.48M | 0.02% | +2,182+9.0% | Added |
| Brown Brothers Harriman & Co | 26,404 | $2.48M | 0.02% | +105+0.4% | Added |
| Abound Wealth Management | 25,825 | $2.43M | 0.69% | +45+0.2% | Added |
| Private Advisor Group, LLC | 25,244 | $2.37M | 0.01% | −107−0.4% | Reduced |
| Virtu Financial LLC | 25,022 | $2.35M | 0.12% | −70,936−73.9% | Reduced |
| Spectrum Strategic Capital Management, LLC | 24,853 | $2.34M | 1.49% | +24,853 | New |
| Mission Wealth Management, LP | 24,770 | $2.33M | 0.05% | +345+1.4% | Added |
| Brinker Capital Investments, LLC | 24,439 | $2.30M | 0.02% | +339+1.4% | Added |
| Wealthcare Advisory Partners LLC | 24,368 | $2.29M | 0.05% | −1,056−4.2% | Reduced |
| Keel Point, LLC | 24,193 | $2.27M | 0.15% | +10,544+77.3% | Added |
| Catalytic Wealth RIA, LLC | 24,156 | $2.27M | 0.19% | +24,156 | New |
| Financial Partners Group, Inc | 24,066 | $2.26M | 0.31% | −820−3.3% | Reduced |
| Objective Capital Management, LLC | 23,436 | $2.20M | 2.47% | +23,436 | New |
| NewEdge Wealth, LLC | 21,457 | $2.20M | 0.03% | +424+2.0% | Added |
| Meitav Dash Investments Ltd | 23,418 | $2.20M | 0.03% | +9,368+66.7% | Added |
| WESCAP Management Group, Inc. | 21,984 | $2.07M | 0.47% | +21,984 | New |
| Highland Financial Advisors, LLC | 21,960 | $2.06M | 0.66% | −193−0.9% | Reduced |
| Moneta Group Investment Advisors LLC | 21,937 | $2.06M | 0.02% | +7,116+48.0% | Added |
| Logan Stone Capital, LLC | 21,700 | $2.04M | 0.96% | +21,700 | New |
| Stansberry Asset Management, LLC | 21,647 | $2.03M | 0.22% | −81−0.4% | Reduced |
| Wellspring Financial Advisors, LLC | 21,433 | $2.01M | 0.20% | +7,970+59.2% | Added |
| Mercer Global Advisors Inc | 21,359 | $2.01M | 0.00% | +242+1.1% | Added |
| Almanack Investment Partners, LLC. | 21,165 | $1.99M | 0.32% | +4,533+27.3% | Added |
| Meridian Wealth Management, LLC | 21,155 | $1.99M | 0.08% | +770+3.8% | Added |
| GK Wealth Management LLC | 20,801 | $1.96M | 1.94% | +112+0.5% | Added |
| Nkcfo LLC | 20,000 | $1.88M | 0.78% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 19,770 | $1.86M | 0.21% | +611+3.2% | Added |
| CRA Financial Services, LLC | 19,709 | $1.85M | 0.28% | +580+3.0% | Added |
| WSFS Capital Management, LLC | 19,669 | $1.85M | 0.10% | 00.0% | Unchanged |
| Cerity Partners LLC | 19,553 | $1.84M | 0.00% | +3,039+18.4% | Added |
| LifeGoal Wealth Advisors | 19,375 | $1.82M | 1.73% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 18,968 | $1.78M | 0.03% | +600+3.3% | Added |
| DRW Securities, LLC | 18,882 | $1.77M | 0.12% | −93,527−83.2% | Reduced |
| Life Line Wealth Management LLC | 18,851 | $1.77M | 0.57% | +373+2.0% | Added |
| Pathstone Holdings, LLC | 18,751 | $1.76M | 0.01% | −225−1.2% | Reduced |
| Abundance Wealth Counselors | 18,377 | $1.73M | 0.32% | +11,367+162.2% | Added |
| Essex Financial Services, Inc. | 18,265 | $1.72M | 0.11% | +13,429+277.7% | Added |
| Ancora Advisors, LLC | 17,997 | $1.69M | 0.04% | +2,116+13.3% | Added |
| Pallas Capital Advisors LLC | 17,896 | $1.68M | 0.06% | +1,589+9.7% | Added |
| FRG Family Wealth Advisors LLC | 17,705 | $1.66M | 0.29% | +10,165+134.8% | Added |
| Gamco Investors, Inc. Et Al | 17,500 | $1.64M | 0.02% | 00.0% | Unchanged |
| Madison Park Capital Advisors, LLC | 16,890 | $1.59M | 1.34% | −671−3.8% | Reduced |
| Soltis Investment Advisors LLC | 16,749 | $1.57M | 0.12% | +2,154+14.8% | Added |
| Graypoint LLC | 15,801 | $1.49M | 0.08% | +335+2.2% | Added |
| Great Valley Advisor Group, Inc. | 15,734 | $1.48M | 0.03% | +368+2.4% | Added |
| Mills Wealth Advisors LLC | 15,555 | $1.46M | 0.67% | +1,394+9.8% | Added |
| Arete Wealth Advisors, LLC | 15,372 | $1.45M | 0.10% | −1,495−8.9% | Reduced |
| Mustard Seed Financial, LLC | 15,346 | $1.44M | 1.04% | +148+1.0% | Added |
| Daymark Wealth Partners, LLC | 15,275 | $1.44M | 0.05% | +4,617+43.3% | Added |
| Revisor Wealth Management LLC | 14,193 | $1.41M | 0.51% | +87+0.6% | Added |