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, Q3 2025
Institutional positions in Fidelity Wise Origin Bitcoin Fund as of Sep 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
- 685
- +72 vs. Q2 2025
- Shares held
- 44.5M
- −5.02M (−10.1%) vs. Q2 2025
- Total value
- $4.44B
- −$223.8M (−4.8%) vs. Q2 2025
- New holders
- 102
- 344 more added
- Sold out
- 30
- 115 more reduced
10 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Fidelity Wise Origin Bitcoin Fund; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Meridian Wealth Advisors, LLC | 8,688 | $867.1K | 0.12% | +3,688+73.8% | Added |
| Betterment LLC | 8,851 | $883.0K | 0.00% | +2,436+38.0% | Added |
| Matauro, LLC | 8,952 | $893.5K | 0.14% | +1,041+13.2% | Added |
| Parallel Advisors, LLC | 8,983 | $896.6K | 0.02% | −834−8.5% | Reduced |
| National Wealth Management Group, LLC | 9,165 | $914.8K | 0.34% | +4,596+100.6% | Added |
| Prosperity Planning, Inc. | 9,300 | $928.2K | 0.25% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 9,355 | $933.7K | 0.01% | +415+4.6% | Added |
| Ethos Financial Group, LLC | 9,361 | $934.3K | 0.07% | +226+2.5% | Added |
| MAI Capital Management | 9,371 | $935.3K | 0.01% | −87−0.9% | Reduced |
| Wealth Dimensions Group, Ltd. | 9,500 | $948.2K | 0.19% | +6,643+232.5% | Added |
| Franklin Resources Inc | 9,501 | $948.3K | 0.00% | +5,662+147.5% | Added |
| Samalin Investment Counsel, LLC | 9,511 | $949.3K | 0.33% | −2,005−17.4% | Reduced |
| Westover Capital Advisors, LLC | 9,535 | $951.7K | 0.18% | 00.0% | Unchanged |
| Financial Sense Advisors, Inc. | 9,540 | $952.2K | 0.18% | +9,540 | New |
| Access Financial Services, Inc. | 9,821 | $980.2K | 0.36% | −12−0.1% | Reduced |
| Steel Peak Wealth Management LLC | 9,911 | $989.2K | 0.03% | +2,911+41.6% | Added |
| Capital Investment Advisors, LLC | 9,960 | $994.1K | 0.02% | +1,143+13.0% | Added |
| Glaxis Capital Management, LLC | 10,000 | $998.1K | 1.66% | −40,000−80.0% | Reduced |
| Ursa Fund Management, LLC | 10,000 | $998.1K | 1.93% | +10,000 | New |
| AdvisorNet Financial, Inc | 10,033 | $1.00M | 0.06% | +626+6.7% | Added |
| JSF Financial, LLC | 10,100 | $1.01M | 0.22% | −48−0.5% | Reduced |
| Sweeney & Michel, LLC | 9,969 | $1.01M | 0.34% | +116+1.2% | Added |
| Cim, LLC | 10,226 | $1.02M | 0.13% | +10,226 | New |
| Timber Creek Capital Management LLC | 10,268 | $1.02M | 0.25% | +367+3.7% | Added |
| Two Sigma Securities, LLC | 10,284 | $1.03M | 0.15% | +2,111+25.8% | Added |
| Parkside Financial Bank & Trust | 10,367 | $1.03M | 0.08% | +96+0.9% | Added |
| KMG Fiduciary Partners, LLC | 10,375 | $1.04M | 0.07% | +500+5.1% | Added |
| Waldron Private Wealth LLC | 10,398 | $1.04M | 0.04% | +3,578+52.5% | Added |
| Verus Financial Partners, Inc. | 10,447 | $1.04M | 0.10% | 00.0% | Unchanged |
| Militia Capital Partners, LP | 10,500 | $1.05M | 0.49% | −62,200−85.6% | Reduced |
| Tru Independence Asset Management 2, LLC | 10,678 | $1.07M | 0.70% | −861−7.5% | Reduced |
| Walleye Trading LLC | 10,690 | $1.07M | 0.02% | +4,240+65.7% | Added |
| Financial Management Network Inc | 9,785 | $1.07M | 0.18% | +55+0.6% | Added |
| GWN Securities Inc. | 10,843 | $1.08M | 0.25% | +1,887+21.1% | Added |
| Falcon Wealth Planning | 10,992 | $1.10M | 0.10% | +1,160+11.8% | Added |
| Clear Creek Financial Management, LLC | 11,167 | $1.11M | 0.10% | +1,703+18.0% | Added |
| Secure Asset Management, LLC | 11,041 | $1.13M | 0.19% | +359+3.4% | Added |
| SkyView Investment Advisors, LLC | 11,500 | $1.15M | 0.15% | −1,000−8.0% | Reduced |
| Wealth Quarterback LLC | 11,506 | $1.15M | 0.44% | +1,000+9.5% | Added |
| JB Capital LLC | 11,656 | $1.16M | 0.05% | 00.0% | Unchanged |
| Brighton Jones LLC | 11,693 | $1.17M | 0.03% | +2,880+32.7% | Added |
| M. Kulyk & Associates, LLC | 11,886 | $1.19M | 0.24% | 00.0% | Unchanged |
| Delta Investment Management, LLC | 11,962 | $1.19M | 0.21% | +1,717+16.8% | Added |
| Regatta Capital Group, LLC | 12,194 | $1.22M | 0.19% | +2,088+20.7% | Added |
| LaSalle St. Investment Advisors, LLC | 12,395 | $1.24M | 0.22% | +568+4.8% | Added |
| Pure Financial Advisors, Inc. | 12,440 | $1.24M | 0.02% | +230+1.9% | Added |
| Synergy Financial Group, LTD | 12,496 | $1.25M | 0.84% | 00.0% | Unchanged |
| NTV Asset Management LLC | 12,500 | $1.25M | 0.14% | 00.0% | Unchanged |
| Revisor Wealth Management LLC | 11,832 | $1.25M | 0.43% | −2,361−16.6% | Reduced |
| TCW Group Inc | 12,553 | $1.25M | 0.01% | +1,130+9.9% | Added |
| Daymark Wealth Partners, LLC | 12,602 | $1.26M | 0.04% | −2,673−17.5% | Reduced |
| Coston, McIsaac & Partners | 12,642 | $1.26M | 0.30% | −1,628−11.4% | Reduced |
| LBMC Investment Advisors, LLC | 12,655 | $1.26M | 0.08% | 00.0% | Unchanged |
| Oak Grove Capital LLC | 12,889 | $1.29M | 0.28% | +12,889 | New |
| U.S. Capital Wealth Advisors, LLC | 12,987 | $1.30M | 0.03% | +4,207+47.9% | Added |
| Belpointe Asset Management LLC | 13,166 | $1.31M | 0.05% | +993+8.2% | Added |
| Rahlfs Capital, LLC | 13,265 | $1.32M | 1.05% | +1,405+11.8% | Added |
| Signal Advisors Wealth, LLC | 13,371 | $1.33M | 0.12% | +705+5.6% | Added |
| Stonegate Investment Group, LLC | 13,471 | $1.34M | 0.03% | +649+5.1% | Added |
| Canvas Wealth Advisors, LLC | 12,587 | $1.35M | 0.25% | +2,306+22.4% | Added |
| RMB Capital Management, LLC | 13,575 | $1.35M | 0.02% | +27+0.2% | Added |
| RSM US Wealth Management LLC | 13,755 | $1.37M | 0.02% | +148+1.1% | Added |
| Aries Wealth Management | 13,827 | $1.38M | 0.33% | +565+4.3% | Added |
| Condor Capital Management | 14,104 | $1.41M | 0.12% | −429−3.0% | Reduced |
| Strata Wealth Advisors, LLC | 14,373 | $1.43M | 0.38% | 00.0% | Unchanged |
| Marietta Wealth Management, LLC | 14,470 | $1.44M | 0.18% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 14,547 | $1.45M | 0.01% | +5,550+61.7% | Added |
| Stratos Wealth Advisors, LLC | 14,693 | $1.47M | 0.07% | +6,973+90.3% | Added |
| Bedel Financial Consulting, Inc. | 14,766 | $1.47M | 0.19% | +30+0.2% | Added |
| Principle Wealth Partners LLC | 14,777 | $1.47M | 0.09% | +2,954+25.0% | Added |
| 3EDGE Asset Management, LP | 14,847 | $1.48M | 0.08% | +541+3.8% | Added |
| Mustard Seed Financial, LLC | 15,347 | $1.53M | 0.98% | +10.0% | Added |
| Great Valley Advisor Group, Inc. | 15,713 | $1.57M | 0.03% | −21−0.1% | Reduced |
| NBC Securities, Inc. | 15,738 | $1.57M | 0.12% | +15,553+8,407.0% | Added |
| Wolverine Trading, LLC | 15,796 | $1.58M | 0.03% | +10,245+184.6% | Added |
| Mills Wealth Advisors LLC | 15,969 | $1.59M | 0.65% | +414+2.7% | Added |
| MTM Investment Management, LLC | 15,971 | $1.59M | 0.51% | +13,412+524.1% | Added |
| Benchmark Financial Wealth Advisors, LLC | 16,510 | $1.65M | 0.50% | +3,193+24.0% | Added |
| Madison Park Capital Advisors, LLC | 16,726 | $1.67M | 1.37% | −164−1.0% | Reduced |
| Soltis Investment Advisors LLC | 17,193 | $1.72M | 0.12% | +444+2.7% | Added |
| Gamco Investors, Inc. Et Al | 17,500 | $1.75M | 0.02% | 00.0% | Unchanged |
| Captrust Financial Advisors | 17,500 | $1.75M | 0.00% | +7,124+68.7% | Added |
| Essex Financial Services, Inc. | 17,644 | $1.76M | 0.11% | −621−3.4% | Reduced |
| Hubbell Strickland Wealth Management, LLC | 18,809 | $1.88M | 0.77% | +3,952+26.6% | Added |
| Life Line Wealth Management LLC | 18,851 | $1.88M | 0.57% | 00.0% | Unchanged |
| Silverlake Wealth Management LLC | 18,977 | $1.89M | 0.46% | +10,868+134.0% | Added |
| Pensionmark Financial Group, LLC | 19,032 | $1.90M | 0.04% | +14,995+371.4% | Added |
| Pathstone Holdings, LLC | 19,233 | $1.92M | 0.01% | +482+2.6% | Added |
| LifeGoal Wealth Advisors | 19,381 | $1.93M | 1.61% | +60.0% | Added |
| WSFS Capital Management, LLC | 19,669 | $1.96M | 0.10% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 19,702 | $1.97M | 0.04% | +1,705+9.5% | Added |
| WealthPlan Investment Management, LLC | 19,821 | $1.98M | 0.13% | +5,229+35.8% | Added |
| NewEdge Wealth, LLC | 22,025 | $1.99M | 0.03% | +568+2.6% | Added |
| Nkcfo LLC | 20,000 | $2.00M | 0.60% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 20,270 | $2.02M | 0.21% | +500+2.5% | Added |
| Arete Wealth Advisors, LLC | 20,607 | $2.06M | 0.13% | +5,235+34.1% | Added |
| Meridian Wealth Management, LLC | 20,730 | $2.07M | 0.08% | −425−2.0% | Reduced |
| Pallas Capital Advisors LLC | 21,141 | $2.11M | 0.08% | +3,245+18.1% | Added |
| GK Wealth Management LLC | 21,142 | $2.11M | 1.57% | +341+1.6% | Added |
| GR Financial Group, LLC | 21,181 | $2.11M | 0.49% | +8,024+61.0% | Added |