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 |
|---|---|---|---|---|---|
| BEAM Asset Management, LLC | 14,888 | $1.40M | 0.42% | +14,888 | New |
| Hubbell Strickland Wealth Management, LLC | 14,857 | $1.40M | 0.62% | +890+6.4% | Added |
| Bedel Financial Consulting, Inc. | 14,736 | $1.39M | 0.19% | +333+2.3% | Added |
| WealthPlan Investment Management, LLC | 14,592 | $1.37M | 0.10% | +2,044+16.3% | Added |
| Condor Capital Management | 14,533 | $1.37M | 0.12% | −822−5.4% | Reduced |
| Marietta Wealth Management, LLC | 14,470 | $1.36M | 0.18% | 00.0% | Unchanged |
| Strata Wealth Advisors, LLC | 14,373 | $1.35M | 0.37% | 00.0% | Unchanged |
| 3EDGE Asset Management, LP | 14,306 | $1.34M | 0.08% | +6,126+74.9% | Added |
| Coston, McIsaac & Partners | 14,270 | $1.34M | 0.35% | +30.0% | Added |
| AE Wealth Management LLC | 13,956 | $1.31M | 0.01% | −1,069−7.1% | Reduced |
| RSM US Wealth Management LLC | 13,607 | $1.28M | 0.02% | +2,788+25.8% | Added |
| RMB Capital Management, LLC | 13,548 | $1.27M | 0.02% | +13,548 | New |
| Benchmark Financial Wealth Advisors, LLC | 13,317 | $1.25M | 0.41% | +3,742+39.1% | Added |
| Aries Wealth Management | 13,262 | $1.25M | 0.33% | +680+5.4% | Added |
| GR Financial Group, LLC | 13,157 | $1.24M | 0.30% | +4,443+51.0% | Added |
| Concurrent Investment Advisors, LLC | 12,955 | $1.22M | 0.02% | +1,235+10.5% | Added |
| Stonegate Investment Group, LLC | 12,822 | $1.21M | 0.03% | +5,450+73.9% | Added |
| Signal Advisors Wealth, LLC | 12,666 | $1.19M | 0.09% | +5,941+88.3% | Added |
| LBMC Investment Advisors, LLC | 12,655 | $1.19M | 0.08% | +4,910+63.4% | Added |
| Evoke Wealth, LLC | 12,546 | $1.18M | 0.03% | +417+3.4% | Added |
| SkyView Investment Advisors, LLC | 12,500 | $1.18M | 0.17% | +2,500+25.0% | Added |
| NTV Asset Management LLC | 12,500 | $1.17M | 0.14% | 00.0% | Unchanged |
| Inspirion Wealth Advisors, LLC | 12,499 | $1.17M | 0.16% | −1,475−10.6% | Reduced |
| Synergy Financial Group, LTD | 12,496 | $1.17M | 0.86% | +92+0.7% | Added |
| Pure Financial Advisors, Inc. | 12,210 | $1.15M | 0.02% | +53+0.4% | Added |
| Belpointe Asset Management LLC | 12,173 | $1.14M | 0.05% | +667+5.8% | Added |
| Brown Advisory Inc | 12,121 | $1.14M | 0.00% | −3,145−20.6% | Reduced |
| M. Kulyk & Associates, LLC | 11,886 | $1.12M | 0.24% | +967+8.9% | Added |
| Rahlfs Capital, LLC | 11,860 | $1.11M | 1.02% | +320+2.8% | Added |
| Principle Wealth Partners LLC | 11,823 | $1.11M | 0.07% | +2,172+22.5% | Added |
| LaSalle St. Investment Advisors, LLC | 11,827 | $1.11M | 0.30% | −1,194−9.2% | Reduced |
| JB Capital LLC | 11,656 | $1.10M | 0.05% | +260+2.3% | Added |
| Tru Independence Asset Management 2, LLC | 11,539 | $1.08M | 0.74% | +1,361+13.4% | Added |
| Samalin Investment Counsel, LLC | 11,516 | $1.08M | 0.42% | −106−0.9% | Reduced |
| L.M. Kohn & Company | 11,470 | $1.08M | 0.29% | +3,225+39.1% | Added |
| TCW Group Inc | 11,423 | $1.07M | 0.01% | 00.0% | Unchanged |
| Canvas Wealth Advisors, LLC | 10,281 | $1.06M | 0.21% | +1,773+20.8% | Added |
| Roman Butler Fullerton & Co | 10,254 | $1.05M | 0.31% | +712+7.5% | Added |
| Verus Financial Partners, Inc. | 10,447 | $1.02M | 0.10% | 00.0% | Unchanged |
| Sweeney & Michel, LLC | 9,853 | $1.02M | 0.36% | +60+0.6% | Added |
| Secure Asset Management, LLC | 10,682 | $1.00M | 0.19% | −13,320−55.5% | Reduced |
| Wealth Quarterback LLC | 10,506 | $987.5K | 0.47% | +1,660+18.8% | Added |
| Timber Creek Capital Management LLC | 9,901 | $981.7K | 0.25% | +1,123+12.8% | Added |
| Captrust Financial Advisors | 10,376 | $975.3K | 0.00% | −281−2.6% | Reduced |
| Parkside Financial Bank & Trust | 10,271 | $965.4K | 0.10% | +10,011+3,850.4% | Added |
| Delta Investment Management, LLC | 10,245 | $962.9K | 0.19% | +1,297+14.5% | Added |
| JSF Financial, LLC | 10,148 | $953.8K | 0.23% | +22+0.2% | Added |
| Sunbelt Securities, Inc. | 11,651 | $950.5K | 0.08% | +8,819+311.4% | Added |
| Regatta Capital Group, LLC | 10,106 | $949.8K | 0.16% | +663+7.0% | Added |
| Financial Management Network Inc | 9,730 | $928.7K | 0.17% | +9,730 | New |
| KMG Fiduciary Partners, LLC | 9,875 | $928.2K | 0.07% | +444+4.7% | Added |
| Northeast Financial Consultants Inc | 9,874 | $928.0K | 0.04% | +9,874 | New |
| Access Financial Services, Inc. | 9,833 | $924.2K | 0.35% | +233+2.4% | Added |
| Falcon Wealth Planning | 9,832 | $924.1K | 0.09% | +339+3.6% | Added |
| Parallel Advisors, LLC | 9,817 | $922.7K | 0.02% | +557+6.0% | Added |
| Allworth Financial LP | 9,750 | $916.4K | 0.00% | −453−4.4% | Reduced |
| Vestor Capital, LLC | 2,346 | $913.0K | 0.09% | −5,573−70.4% | Reduced |
| Westover Capital Advisors, LLC | 9,535 | $896.2K | 0.18% | −60−0.6% | Reduced |
| Clear Creek Financial Management, LLC | 9,464 | $889.5K | 0.08% | +3,239+52.0% | Added |
| MAI Capital Management | 9,458 | $889.0K | 0.01% | +206+2.2% | Added |
| AdvisorNet Financial, Inc | 9,407 | $884.2K | 0.06% | +1,431+17.9% | Added |
| Prosperity Planning, Inc. | 9,300 | $874.1K | 0.25% | +6,400+220.7% | Added |
| Ethos Financial Group, LLC | 9,135 | $858.6K | 0.07% | +3,540+63.3% | Added |
| RFG Advisory, LLC | 9,045 | $850.1K | 0.02% | +3,429+61.1% | Added |
| Warren Averett Asset Management, LLC | 8,997 | $845.6K | 0.01% | +3,385+60.3% | Added |
| Harber Asset Management LLC | 8,970 | $843.1K | 0.27% | +8,970 | New |
| GWN Securities Inc. | 8,956 | $841.8K | 0.16% | +521+6.2% | Added |
| Sequoia Financial Advisors, LLC | 8,940 | $840.2K | 0.01% | +2,380+36.3% | Added |
| Capital Investment Advisors, LLC | 8,817 | $828.7K | 0.01% | +703+8.7% | Added |
| Brighton Jones LLC | 8,813 | $828.3K | 0.02% | +2,419+37.8% | Added |
| U.S. Capital Wealth Advisors, LLC | 8,780 | $825.2K | 0.02% | +20.0% | Added |
| Upper Left Wealth Management, LLC | 8,705 | $818.2K | 0.55% | −670−7.1% | Reduced |
| Dudley Capital Management, LLC | 8,478 | $796.8K | 0.40% | +3,346+65.2% | Added |
| Associated Banc-Corp | 8,227 | $773.3K | 0.02% | +285+3.6% | Added |
| Two Sigma Securities, LLC | 8,173 | $768.2K | 0.09% | +3,229+65.3% | Added |
| Peloton Wealth Strategists | 8,167 | $768.0K | 0.31% | +850+11.6% | Added |
| Silverlake Wealth Management LLC | 8,109 | $762.2K | 0.22% | +1,725+27.0% | Added |
| Equitable Trust Co | 8,051 | $756.7K | 0.04% | 00.0% | Unchanged |
| Rothschild Investment LLC | 8,000 | $751.9K | 0.05% | 00.0% | Unchanged |
| Matauro, LLC | 7,911 | $743.6K | 0.14% | +543+7.4% | Added |
| Vantage Financial Partners, LLC | 7,847 | $737.5K | 0.17% | +897+12.9% | Added |
| Wesbanco Bank Inc | 7,840 | $736.9K | 0.02% | +42+0.5% | Added |
| Larson Financial Group LLC | 7,747 | $728.1K | 0.03% | +304+4.1% | Added |
| Stratos Wealth Advisors, LLC | 7,720 | $725.6K | 0.04% | −20,630−72.8% | Reduced |
| Running Point Capital Advisors, LLC | 7,664 | $720.3K | 0.20% | +30+0.4% | Added |
| Wedmont Private Capital | 7,349 | $717.6K | 0.03% | +1,300+21.5% | Added |
| Demars Financial Group, LLC | 7,478 | $702.9K | 0.27% | +7,478 | New |
| Chicago Partners Investment Group LLC | 6,721 | $694.8K | 0.02% | −17−0.3% | Reduced |
| Willis Johnson & Associates, Inc. | 7,350 | $690.9K | 0.05% | +21+0.3% | Added |
| Resources Investment Advisors, LLC. | 7,232 | $679.7K | 0.01% | +377+5.5% | Added |
| Congress Wealth Management LLC | 7,147 | $671.9K | 0.01% | +1,978+38.3% | Added |
| Intellectus Partners, LLC | 7,100 | $667.3K | 0.14% | +1,050+17.4% | Added |
| CLG LLC | 7,044 | $662.0K | 0.21% | +3,023+75.2% | Added |
| Symmetry Peak Management LLC | 7,020 | $659.8K | 7.48% | +7,020 | New |
| Steel Peak Wealth Management LLC | 7,000 | $657.9K | 0.03% | 00.0% | Unchanged |
| Insigneo Advisory Services, LLC | 6,954 | $653.6K | 0.06% | +619+9.8% | Added |
| Fairview Capital Investment Management, LLC | 6,950 | $653.2K | 0.03% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 6,912 | $649.7K | 0.00% | +95+1.4% | Added |
| Tradition Wealth Management, LLC | 6,872 | $645.9K | 0.05% | −7,100−50.8% | Reduced |
| Waldron Private Wealth LLC | 6,820 | $641.0K | 0.03% | +1,190+21.1% | Added |