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 |
|---|---|---|---|---|---|
| Everett Harris & Co | 6,783 | $637.5K | 0.01% | −2,212−24.6% | Reduced |
| Thoroughbred Financial Services, LLC | 6,705 | $630.0K | 0.04% | +374+5.9% | Added |
| Diligent Investors, LLC | 6,694 | $629.2K | 0.15% | −2,125−24.1% | Reduced |
| Rehmann Capital Advisory Group | 6,669 | $626.8K | 0.04% | +1,330+24.9% | Added |
| Summit Trail Advisors, LLC | 6,564 | $617.0K | 0.01% | +6,564 | New |
| Sandbox Financial Partners, LLC | 6,527 | $613.5K | 0.19% | −359−5.2% | Reduced |
| KFG Wealth Management, LLC | 6,524 | $613.2K | 0.10% | +1,146+21.3% | Added |
| Proficio Capital Partners LLC | 6,452 | $606.4K | 0.04% | +1,531+31.1% | Added |
| Walleye Trading LLC | 6,450 | $606.2K | 0.01% | +6,450 | New |
| Betterment LLC | 6,415 | $603.0K | 0.00% | −1,810−22.0% | Reduced |
| Werba Rubin Papier Wealth Management | 6,315 | $593.5K | 0.11% | −2,019−24.2% | Reduced |
| Redhawk Wealth Advisors, Inc. | 6,240 | $586.5K | 0.07% | +63+1.0% | Added |
| FineMark National Bank & Trust | 6,219 | $584.5K | 0.02% | +368+6.3% | Added |
| Moors & Cabot, Inc. | 6,218 | $584.4K | 0.03% | −381−5.8% | Reduced |
| United Capital Financial Advisers, LLC | 6,147 | $577.8K | 0.00% | +180+3.0% | Added |
| Vista Finance, LLC | 6,131 | $576.3K | 0.50% | +2,680+77.7% | Added |
| Advisor Group Holdings, Inc. | 6,087 | $572.1K | 0.00% | +1,338+28.2% | Added |
| Guidance Point Advisors, LLC | 6,079 | $571.4K | 0.15% | +867+16.6% | Added |
| Eagle Global Advisors LLC | 6,050 | $568.6K | 0.02% | 00.0% | Unchanged |
| J.W. Cole Advisors, Inc. | 6,012 | $565.1K | 0.01% | +605+11.2% | Added |
| Whittier Trust Co | 6,000 | $563.9K | 0.01% | 00.0% | Unchanged |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 5,898 | $554.4K | 0.04% | +1,469+33.2% | Added |
| We Are One Seven, LLC | 5,844 | $549.3K | 0.02% | −680−10.4% | Reduced |
| Central Trust Co | 5,839 | $548.9K | 0.01% | +117+2.0% | Added |
| Strategic Wealth Partners, Ltd. | 5,804 | $545.5K | 0.04% | +5,804 | New |
| Chicago Capital, LLC | 5,719 | $537.5K | 0.01% | +410+7.7% | Added |
| Horizon Kinetics Asset Management LLC | 5,681 | $534.0K | 0.01% | −110−1.9% | Reduced |
| Vantage Point Financial LLC | 5,659 | $531.9K | 0.23% | +5,659 | New |
| Independent Financial Group, LLC | 5,653 | $531.3K | 0.01% | 00.0% | Unchanged |
| Wealth Alliance | 5,629 | $529.1K | 0.06% | 00.0% | Unchanged |
| Advyzon Investment Management, LLC | 5,604 | $526.7K | 0.12% | −5,795−50.8% | Reduced |
| IFP Advisors, Inc | 5,599 | $526.2K | 0.01% | −795−12.4% | Reduced |
| Wealth Group Ltd | 5,538 | $520.5K | 0.13% | −2,515−31.2% | Reduced |
| Wolverine Trading, LLC | 5,551 | $517.8K | 0.01% | +5,551 | New |
| Sage Mountain Advisors LLC | 5,503 | $517.2K | 0.03% | 00.0% | Unchanged |
| Robinswood Financial LLC | 5,486 | $515.6K | 0.18% | 00.0% | Unchanged |
| BCJ Capital Management, LLC | 5,480 | $515.1K | 0.03% | −1,708−23.8% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 5,375 | $505.2K | 0.07% | +1,857+52.8% | Added |
| Vicus Capital | 5,350 | $502.8K | 0.04% | +5,350 | New |
| Cardiff Park Advisors, LLC | 5,325 | $500.5K | 0.04% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 5,236 | $492.1K | 0.30% | 00.0% | Unchanged |
| AMG National Trust Bank | 5,205 | $489.2K | 0.01% | 00.0% | Unchanged |
| Founders Financial Securities LLC | 5,167 | $485.6K | 0.04% | +454+9.6% | Added |
| Smallwood Wealth Investment Management, LLC | 5,146 | $483.7K | 0.28% | 00.0% | Unchanged |
| IVC Wealth Advisors LLC | 5,057 | $475.3K | 0.23% | +55+1.1% | Added |
| Meridian Wealth Advisors, LLC | 5,000 | $469.9K | 0.07% | +5,000 | New |
| OneAscent Financial Services LLC | 4,945 | $465.0K | 0.03% | +4,945 | New |
| Wealth Effects LLC | 4,910 | $461.5K | 0.17% | +25+0.5% | Added |
| Clientfirst Wealth Management, LLC | 4,888 | $459.4K | 0.47% | +80+1.7% | Added |
| Kiker Wealth Management, LLC | 4,839 | $454.9K | 0.26% | +166+3.6% | Added |
| Instrumental Wealth, LLC | 4,395 | $446.7K | 0.36% | +125+2.9% | Added |
| Cascade Financial Partners, LLC | 4,744 | $445.9K | 0.05% | −638−11.9% | Reduced |
| Schneider Downs Wealth Management Advisors, LP | 4,712 | $442.9K | 0.07% | +4,712 | New |
| Ritholtz Wealth Management | 4,708 | $442.5K | 0.01% | +430+10.1% | Added |
| Endowment Wealth Management, Inc. | 4,700 | $441.8K | 0.23% | +1,484+46.1% | Added |
| Five Pine Wealth Management | 4,657 | $437.7K | 0.32% | +407+9.6% | Added |
| Raymond James Financial Inc | 4,629 | $435.1K | 0.00% | +293+6.8% | Added |
| Savant Capital, LLC | 4,606 | $432.9K | 0.00% | −934−16.9% | Reduced |
| Perigon Wealth Management, LLC | 4,590 | $431.4K | 0.01% | +1,730+60.5% | Added |
| National Wealth Management Group, LLC | 4,569 | $429.4K | 0.24% | +244+5.6% | Added |
| Ausdal Financial Partners, Inc. | 4,523 | $425.1K | 0.03% | +4,523 | New |
| Prime Capital Investment Advisors, LLC | 4,516 | $424.5K | 0.01% | +321+7.7% | Added |
| Gitterman Wealth Management, LLC | 4,511 | $424.0K | 0.10% | +205+4.8% | Added |
| Old Mission Investment Co LLC | 4,504 | $423.3K | 0.12% | +1,525+51.2% | Added |
| KKM Financial LLC | 4,500 | $423.0K | 0.15% | 00.0% | Unchanged |
| Geneva Partners, LLC | 4,499 | $422.9K | 0.17% | +128+2.9% | Added |
| Atria Investments LLC | 4,481 | $421.2K | 0.00% | +980+28.0% | Added |
| Drucker Wealth 3.0, LLC | 4,269 | $416.8K | 0.08% | −143−3.2% | Reduced |
| McAdam, LLC | 4,404 | $413.9K | 0.02% | +78+1.8% | Added |
| Retirement Income Solutions, Inc | 4,389 | $412.5K | 0.08% | −530−10.8% | Reduced |
| Beacon Capital Management, LLC | 4,315 | $405.5K | 0.05% | +187+4.5% | Added |
| Strait & Sound Wealth Management LLC | 4,310 | $405.1K | 0.17% | 00.0% | Unchanged |
| Exchange Capital Management, Inc. | 4,300 | $404.2K | 0.06% | 00.0% | Unchanged |
| Greenberg Financial Group | 7,909 | $403.8K | 0.15% | +668+9.2% | Added |
| Guardian Wealth Advisors, LLC | 4,285 | $402.7K | 0.03% | +250+6.2% | Added |
| Valmark Advisers, Inc. | 4,277 | $402.0K | 0.01% | +4,277 | New |
| Impact Partnership Wealth, LLC | 4,255 | $399.9K | 0.07% | +150+3.7% | Added |
| Tocqueville Asset Management L.P. | 4,230 | $397.6K | 0.01% | 00.0% | Unchanged |
| Titleist Asset Management, LLC | 4,229 | $397.5K | 0.04% | +12+0.3% | Added |
| Robertson Stephens Wealth Management, LLC | 4,196 | $394.4K | 0.01% | −540−11.4% | Reduced |
| Claro Advisors LLC | 4,186 | $393.4K | 0.06% | +520+14.2% | Added |
| MCF Advisors LLC | 4,062 | $381.8K | 0.03% | +2,603+178.4% | Added |
| Ellis Investment Partners, LLC | 4,040 | $379.7K | 0.07% | −358−8.1% | Reduced |
| Pensionmark Financial Group, LLC | 4,037 | $379.5K | 0.01% | −80−1.9% | Reduced |
| Riggs Asset Managment Co. Inc. | 4,023 | $378.1K | 0.09% | +4,023 | New |
| Waddell & Associates, LLC | 4,022 | $378.0K | 0.04% | 00.0% | Unchanged |
| MONECO Advisors, LLC | 4,022 | $378.0K | 0.04% | +118+3.0% | Added |
| Diversify Wealth Management, LLC | 3,561 | $371.8K | 0.02% | +10.0% | Added |
| Simon Quick Advisors, LLC | 3,939 | $370.2K | 0.02% | 00.0% | Unchanged |
| Scotia Capital Inc. | 3,908 | $367.3K | 0.00% | −604−13.4% | Reduced |
| Tamar Securities, LLC | 3,907 | $367.2K | 0.04% | −316−7.5% | Reduced |
| Group One Trading, L.P. | 3,891 | $365.7K | 0.01% | +3,891 | New |
| Anson Capital, Inc. | 3,854 | $362.2K | 0.29% | +400+11.6% | Added |
| Centaurus Financial, Inc. | 3,854 | $362.0K | 0.02% | 00.0% | Unchanged |
| Invesco Ltd. | 3,851 | $362.0K | 0.00% | −447−10.4% | Reduced |
| BKD Wealth Advisors, LLC | 3,849 | $361.8K | 0.01% | −340−8.1% | Reduced |
| Franklin Resources Inc | 3,839 | $360.8K | 0.00% | +449+13.2% | Added |
| Oakworth Capital, Inc. | 3,836 | $360.5K | 0.02% | 00.0% | Unchanged |
| Sandy Cove Advisors, LLC | 3,808 | $357.9K | 0.13% | −257−6.3% | Reduced |
| Arkadios Wealth Advisors | 3,801 | $357.3K | 0.01% | +3,801 | New |