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 |
|---|---|---|---|---|---|
| Keystone Wealth Services, LLC | 2,311 | $217.2K | 0.05% | +2,311 | New |
| Crescent Grove Advisors, LLC | 2,300 | $216.2K | 0.02% | +2,300 | New |
| Fermata Advisors, LLC | 2,283 | $214.6K | 0.06% | +2,283 | New |
| BSW Wealth Partners | 2,272 | $213.5K | 0.03% | +2,272 | New |
| Smith Chas P & Associates Pa Cpas | 2,270 | $213.4K | 0.01% | +2,270 | New |
| Neuberger Berman Group LLC | 2,270 | $213.4K | 0.00% | +2,270 | New |
| McMill Wealth Management | 2,227 | $208.8K | 0.07% | −701−23.9% | Reduced |
| Magnus Financial Group LLC | 2,220 | $208.7K | 0.02% | +2,220 | New |
| Rosenberg Matthew Hamilton | 2,219 | $208.6K | 0.05% | 00.0% | Unchanged |
| Rather & Kittrell, Inc. | 2,219 | $208.6K | 0.04% | +2,219 | New |
| Elevatus Welath Management | 2,217 | $208.4K | 0.07% | +2,217 | New |
| Capital Advisors Inc | 2,211 | $207.8K | 0.00% | +2,211 | New |
| Empower Advisory Group, LLC | 2,186 | $205.5K | 0.00% | −2,202−50.2% | Reduced |
| Relyea Zuckerberg Hanson LLC | 2,141 | $201.2K | 0.02% | +2,141 | New |
| Asset Dedication, LLC | 2,130 | $200.2K | 0.01% | +131+6.6% | Added |
| Stone House Investment Management, LLC | 2,108 | $198.1K | 0.04% | +276+15.1% | Added |
| Atlantic Union Bankshares Corp | 1,956 | $183.8K | 0.00% | +1,956 | New |
| Headlands Technologies LLC | 1,875 | $176.2K | 0.02% | −7,085−79.1% | Reduced |
| Royal Bank of Canada | 1,789 | $168.0K | 0.00% | −346−16.2% | Reduced |
| Whittier Trust Co of Nevada Inc | 1,780 | $167.3K | 0.00% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 1,750 | $164.5K | 0.02% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 1,697 | $159.5K | 0.00% | +831+96.0% | Added |
| Quest 10 Wealth Builders, Inc. | 1,646 | $154.7K | 0.15% | +201+13.9% | Added |
| Strategic Investment Solutions, Inc. | 1,633 | $153.5K | 0.05% | +105+6.9% | Added |
| Hills Bank & Trust Co | 1,550 | $145.7K | 0.01% | +1,550 | New |
| Icon Wealth Advisors, LLC | 1,518 | $142.7K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 1,483 | $139.4K | 0.00% | +53+3.7% | Added |
| Halbert Hargrove Global Advisors, LLC | 1,481 | $139.2K | 0.01% | +957+182.6% | Added |
| Tortoise Investment Management, LLC | 1,425 | $133.9K | 0.01% | +19+1.4% | Added |
| Signaturefd, LLC | 1,379 | $129.6K | 0.00% | +160+13.1% | Added |
| Umb Bank N A | 1,275 | $119.8K | 0.00% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 1,230 | $115.6K | 0.02% | +130+11.8% | Added |
| Atlantic Private Wealth, LLC | 1,201 | $112.9K | 0.08% | +378+45.9% | Added |
| ORG Partners LLC | 1,084 | $99.7K | 0.02% | −42−3.7% | Reduced |
| Investment Counsel Co of Nevada | 1,037 | $97.5K | 0.20% | 00.0% | Unchanged |
| Park Square Financial Group, LLC | 1,003 | $94.3K | 0.07% | 00.0% | Unchanged |
| Family Legacy Financial Solutions, LLC | 1,000 | $94.0K | 0.08% | +1,000 | New |
| Teachers Insurance & Annuity Association of America | 935 | $87.9K | 0.11% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 926 | $87.1K | 0.00% | −1,929−67.6% | Reduced |
| North Ridge Wealth Advisors, Inc. | 851 | $80.0K | 0.05% | −119−12.3% | Reduced |
| Huntington National Bank | – | $80.0K | 0.00% | – | – |
| Heritage Wealth Advisors | 817 | $76.7K | 0.00% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 779 | $73.2K | 0.01% | 00.0% | Unchanged |
| Morgan Dempsey Capital Management LLC | 751 | $70.6K | 0.03% | +149+24.8% | Added |
| Steward Partners Investment Advisory, LLC | 700 | $65.8K | 0.00% | −75−9.7% | Reduced |
| Perkins Coie Trust Co | 680 | $63.9K | 0.01% | 00.0% | Unchanged |
| Capital Analysts, LLC | 674 | $63.0K | 0.00% | +109+19.3% | Added |
| Hurley Capital, LLC | 670 | $63.0K | 0.04% | 00.0% | Unchanged |
| Clarity Asset Management, Inc. | 666 | $62.6K | 0.04% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 665 | $62.5K | 0.04% | 00.0% | Unchanged |
| Aspect Partners, LLC | 660 | $62.1K | 0.03% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 650 | $61.0K | 0.01% | +25+4.0% | Added |
| Cedar Wealth Management, LLC | 616 | $57.9K | 0.02% | +616 | New |
| The PNC Financial Services Group, Inc. | 600 | $56.4K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 600 | $56.4K | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 589 | $55.4K | 0.00% | +185+45.8% | Added |
| Curio Wealth, LLC | 579 | $54.4K | 0.02% | +578+57,800.0% | Added |
| Cordant, Inc. | 562 | $52.8K | 0.03% | +3+0.5% | Added |
| Richard W. Paul & Associates, LLC | 533 | $50.1K | 0.02% | −291−35.3% | Reduced |
| Sound Income Strategies, LLC | 507 | $47.7K | 0.00% | −514−50.3% | Reduced |
| Newbridge Financial Services Group, Inc. | 504 | $47.4K | 0.01% | 00.0% | Unchanged |
| Avondale Wealth Management | 478 | $45.0K | 0.03% | +261+120.3% | Added |
| Northwestern Mutual Wealth Management Co | 448 | $42.1K | 0.00% | −347−43.6% | Reduced |
| Harbour Investments, Inc. | 359 | $33.7K | 0.00% | +159+79.5% | Added |
| Stephens Consulting, LLC | 350 | $32.9K | 0.01% | +27+8.4% | Added |
| Activest Wealth Management | 332 | $31.2K | 0.01% | +27+8.9% | Added |
| Briaud Financial Planning, Inc | 294 | $27.0K | 0.01% | +294 | New |
| UMA Financial Services, Inc. | 286 | $26.9K | 0.00% | +11+4.0% | Added |
| New Millennium Group LLC | 274 | $25.8K | 0.01% | −4−1.4% | Reduced |
| Painted Porch Advisors LLC | 272 | $25.6K | 0.01% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 251 | $24.0K | 0.00% | +251 | New |
| Finley Financial, LLC | 235 | $22.1K | 0.01% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 231 | $21.8K | 0.01% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 229 | $21.5K | 0.03% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 210 | $19.7K | 0.00% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 200 | $18.8K | 0.01% | 00.0% | Unchanged |
| Caldwell Trust Co | 200 | $18.8K | 0.00% | +200 | New |
| NBC Securities, Inc. | 185 | $17.0K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 174 | $16.4K | 0.00% | +26+17.6% | Added |
| Atlantic Trust, LLC | 170 | $16.0K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 147 | $13.8K | 0.01% | +124+539.1% | Added |
| SOA Wealth Advisors, LLC. | 145 | $13.6K | 0.00% | +145 | New |
| Birchbrook, Inc. | 130 | $12.2K | 0.01% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 120 | $11.3K | 0.01% | 00.0% | Unchanged |
| Sachetta, LLC | 116 | $10.9K | 0.00% | 00.0% | Unchanged |
| Garde Capital, Inc. | 90 | $8.46K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 89 | $8.37K | 0.00% | +89 | New |
| Assetmark, Inc | 88 | $8.27K | 0.00% | 00.0% | Unchanged |
| Copia Wealth Management | 88 | $8.27K | 0.01% | +64+266.7% | Added |
| CKW Financial Group | 88 | $8.00K | 0.00% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 92 | $8.00K | 0.00% | +52+130.0% | Added |
| Glassman Wealth Services | 81 | $7.61K | 0.00% | 00.0% | Unchanged |
| CNB Bank | 68 | $6.39K | 0.00% | +68 | New |
| Twin Peaks Wealth Advisors, LLC | 61 | $6.37K | 0.00% | +61 | New |
| Rossby Financial, LCC | 57 | $5.40K | 0.00% | 00.0% | Unchanged |
| Financial Freedom, LLC | 57 | $5.36K | 0.00% | −78−57.8% | Reduced |
| FMR LLC | 57 | $5.35K | 0.00% | −34−37.4% | Reduced |
| GHP Investment Advisors, Inc. | 47 | $4.42K | 0.00% | +14+42.4% | Added |
| Frazier Financial Advisors, LLC | 38 | $3.54K | 0.00% | 00.0% | Unchanged |
| Vision Financial Markets LLC | 35 | $3.29K | 0.00% | −35−50.0% | Reduced |