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 |
|---|---|---|---|---|---|
| QTR Family Wealth, LLC | 52,320 | $5.22M | 2.48% | +157+0.3% | Added |
| Libra Wealth LLC | 50,443 | $5.03M | 1.51% | +8,904+21.4% | Added |
| Rpo LLC | 49,757 | $4.97M | 6.24% | 00.0% | Unchanged |
| Eaton Financial Holdings Company, LLC | 48,821 | $4.87M | 1.37% | +16,103+49.2% | Added |
| Virtu Financial LLC | 48,136 | $4.80M | 0.27% | +23,114+92.4% | Added |
| Fiduciary Alliance LLC | 47,227 | $4.71M | 0.32% | −236−0.5% | Reduced |
| First Heartland Consultants, Inc. | 46,480 | $4.64M | 0.37% | +17,023+57.8% | Added |
| SFMG, LLC | 45,551 | $4.55M | 0.32% | +7,000+18.2% | Added |
| Kingsview Wealth Management, LLC | 45,498 | $4.54M | 0.07% | +13,106+40.5% | Added |
| Arbor Capital Management Inc | 43,695 | $4.47M | 3.60% | +3,504+8.7% | Added |
| Sepio Capital, LP | 44,198 | $4.41M | 0.26% | +4,640+11.7% | Added |
| Lido Advisors, LLC | 43,985 | $4.39M | 0.02% | +271+0.6% | Added |
| Nwam LLC | 43,859 | $4.37M | 0.24% | −397−0.9% | Reduced |
| Kovitz Investment Group Partners, LLC | 43,151 | $4.31M | 0.02% | +1,856+4.5% | Added |
| Keel Point, LLC | 42,145 | $4.21M | 0.26% | +17,952+74.2% | Added |
| Vista Investment Partners II, LLC | 41,579 | $4.15M | 1.94% | +1,214+3.0% | Added |
| Haven Private, LLC | 41,341 | $4.13M | 1.82% | +1,658+4.2% | Added |
| Element Pointe Advisors, LLC | 41,005 | $4.09M | 0.87% | +41,005 | New |
| Advisor Group Holdings, Inc. | 42,266 | $4.08M | 0.01% | +36,179+594.4% | Added |
| DecisionMap Wealth Management, LLC | 40,264 | $4.02M | 2.58% | +3,966+10.9% | Added |
| Panoramic Investment Advisors, LLC | 40,233 | $4.02M | 2.26% | +664+1.7% | Added |
| SCS Capital Management LLC | 40,195 | $4.01M | 0.04% | +5,400+15.5% | Added |
| Merit Financial Group, LLC | 40,130 | $4.01M | 0.04% | +552+1.4% | Added |
| Tred Avon Family Wealth, LLC | 40,114 | $4.00M | 1.38% | +40,114 | New |
| Vivaldi Capital Management, LLC | 38,774 | $3.87M | 0.55% | +9,075+30.6% | Added |
| Evexia Wealth LLC | 38,055 | $3.85M | 1.15% | −438−1.1% | Reduced |
| Promethium Advisors,llc | 38,381 | $3.83M | 2.20% | +5,039+15.1% | Added |
| CMG Global Holdings, LLC | 39,323 | $3.82M | 1.87% | +350+0.9% | Added |
| Peregrine Asset Advisers, Inc. | 37,308 | $3.72M | 1.12% | −16,451−30.6% | Reduced |
| Advisors Capital Management, LLC | 37,182 | $3.71M | 0.05% | +37,182 | New |
| BEAM Asset Management, LLC | 36,804 | $3.67M | 1.00% | +21,916+147.2% | Added |
| Sowell Financial Services LLC | 36,705 | $3.66M | 0.14% | −43,436−54.2% | Reduced |
| Innovative Advisory Group, LLC | 36,529 | $3.65M | 2.39% | +1,008+2.8% | Added |
| PTM Wealth Management, LLC | 32,193 | $3.52M | 2.10% | +1,358+4.4% | Added |
| Ronald Blue Trust, Inc. | 34,870 | $3.48M | 0.04% | +24+0.1% | Added |
| Howard Capital Management Inc. | 34,786 | $3.47M | 0.05% | +34,786 | New |
| Firestone Capital Management | 34,682 | $3.46M | 0.75% | +4,899+16.4% | Added |
| Joel Isaacson & Co., LLC | 34,192 | $3.41M | 0.12% | 00.0% | Unchanged |
| Exit Wealth Advisors, LLC. | 33,890 | $3.38M | 2.26% | +33,890 | New |
| Sanctuary Advisors, LLC | 33,604 | $3.35M | 0.02% | +7,192+27.2% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 33,356 | $3.33M | 0.11% | −460−1.4% | Reduced |
| Childress Capital Advisors, LLC | 33,025 | $3.30M | 0.60% | +965+3.0% | Added |
| O'Neil Global Advisors, Inc. | 32,813 | $3.27M | 0.60% | −279,587−89.5% | Reduced |
| Vise Technologies, Inc. | 32,767 | $3.27M | 0.12% | +32,767 | New |
| Global Retirement Partners, LLC | 31,989 | $3.19M | 0.07% | +1,011+3.3% | Added |
| CIBC Private Wealth Group, LLC | 31,673 | $3.16M | 0.01% | +2,045+6.9% | Added |
| Integrated Wealth Concepts LLC | 31,005 | $3.09M | 0.03% | +1,997+6.9% | Added |
| Private Advisor Group, LLC | 30,937 | $3.09M | 0.02% | +5,693+22.6% | Added |
| Vista Finance, LLC | 30,696 | $3.06M | 2.04% | +24,565+400.7% | Added |
| Basso Capital Management, L.P. | 30,600 | $3.05M | 2.04% | +4,100+15.5% | Added |
| LPL Financial LLC | 30,203 | $3.01M | 0.00% | +1,813+6.4% | Added |
| Meitav Dash Investments Ltd | 30,187 | $3.01M | 0.04% | +6,769+28.9% | Added |
| Moneta Group Investment Advisors LLC | 29,965 | $2.99M | 0.02% | +8,028+36.6% | Added |
| Financial Designs Corp | 30,154 | $2.89M | 1.67% | +2,826+10.3% | Added |
| Valeo Financial Advisors, LLC | 28,825 | $2.88M | 0.07% | −5,507−16.0% | Reduced |
| Bank of America Corp | 28,786 | $2.87M | 0.00% | −1,512−5.0% | Reduced |
| Wealthcare Advisory Partners LLC | 28,566 | $2.85M | 0.06% | +4,198+17.2% | Added |
| SMART Wealth LLC | 28,350 | $2.83M | 1.07% | +833+3.0% | Added |
| Concurrent Investment Advisors, LLC | 27,736 | $2.77M | 0.05% | +14,781+114.1% | Added |
| Staley Capital Advisers Inc | 27,340 | $2.73M | 0.11% | 00.0% | Unchanged |
| Abound Wealth Management | 27,318 | $2.73M | 0.68% | +1,493+5.8% | Added |
| Summit Financial, LLC | 27,115 | $2.71M | 0.04% | +27,115 | New |
| Camelot Portfolios, LLC | 26,690 | $2.66M | 1.58% | −1,978−6.9% | Reduced |
| Brown Brothers Harriman & Co | 26,554 | $2.65M | 0.02% | +150+0.6% | Added |
| Guild Investment Management, Inc. | 26,386 | $2.63M | 2.09% | −2,561−8.8% | Reduced |
| Farringdon Capital, Ltd. | 26,146 | $2.61M | 0.66% | −1,595−5.7% | Reduced |
| Mission Wealth Management, LP | 25,303 | $2.53M | 0.05% | +533+2.2% | Added |
| FRG Family Wealth Advisors LLC | 25,288 | $2.52M | 0.41% | +7,583+42.8% | Added |
| Cerity Partners LLC | 24,424 | $2.44M | 0.00% | +4,871+24.9% | Added |
| Financial Partners Group, Inc | 24,221 | $2.42M | 0.30% | +155+0.6% | Added |
| Brinker Capital Investments, LLC | 23,903 | $2.39M | 0.02% | −536−2.2% | Reduced |
| Catalytic Wealth RIA, LLC | 23,864 | $2.38M | 0.08% | −292−1.2% | Reduced |
| Almanack Investment Partners, LLC. | 23,854 | $2.38M | 0.37% | +2,689+12.7% | Added |
| Equitable Trust Co | 23,762 | $2.37M | 0.11% | +15,711+195.1% | Added |
| Abundance Wealth Counselors | 23,587 | $2.35M | 0.40% | +5,210+28.4% | Added |
| Mercer Global Advisors Inc | 23,559 | $2.35M | 0.00% | +2,200+10.3% | Added |
| Objective Capital Management, LLC | 23,436 | $2.34M | 2.42% | 00.0% | Unchanged |
| AE Wealth Management LLC | 23,011 | $2.30M | 0.01% | +9,055+64.9% | Added |
| Wellspring Financial Advisors, LLC | 22,840 | $2.28M | 0.21% | +1,407+6.6% | Added |
| Spectrum Strategic Capital Management, LLC | 22,795 | $2.28M | 1.36% | −2,058−8.3% | Reduced |
| Clearstead Advisors, LLC | 22,460 | $2.24M | 0.03% | +3,492+18.4% | Added |
| WESCAP Management Group, Inc. | 22,005 | $2.20M | 0.46% | +21+0.1% | Added |
| Stansberry Asset Management, LLC | 21,853 | $2.18M | 0.23% | +206+1.0% | Added |
| Highland Financial Advisors, LLC | 21,831 | $2.18M | 0.62% | −129−0.6% | Reduced |
| CRA Financial Services, LLC | 21,573 | $2.15M | 0.29% | +1,864+9.5% | Added |
| GR Financial Group, LLC | 21,181 | $2.11M | 0.49% | +8,024+61.0% | Added |
| GK Wealth Management LLC | 21,142 | $2.11M | 1.57% | +341+1.6% | Added |
| Pallas Capital Advisors LLC | 21,141 | $2.11M | 0.08% | +3,245+18.1% | Added |
| Meridian Wealth Management, LLC | 20,730 | $2.07M | 0.08% | −425−2.0% | Reduced |
| Arete Wealth Advisors, LLC | 20,607 | $2.06M | 0.13% | +5,235+34.1% | Added |
| Financial Management Professionals, Inc. | 20,270 | $2.02M | 0.21% | +500+2.5% | Added |
| Nkcfo LLC | 20,000 | $2.00M | 0.60% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 22,025 | $1.99M | 0.03% | +568+2.6% | Added |
| WealthPlan Investment Management, LLC | 19,821 | $1.98M | 0.13% | +5,229+35.8% | Added |
| Ancora Advisors, LLC | 19,702 | $1.97M | 0.04% | +1,705+9.5% | Added |
| WSFS Capital Management, LLC | 19,669 | $1.96M | 0.10% | 00.0% | Unchanged |
| LifeGoal Wealth Advisors | 19,381 | $1.93M | 1.61% | +60.0% | Added |
| Pathstone Holdings, LLC | 19,233 | $1.92M | 0.01% | +482+2.6% | Added |
| Pensionmark Financial Group, LLC | 19,032 | $1.90M | 0.04% | +14,995+371.4% | Added |
| Silverlake Wealth Management LLC | 18,977 | $1.89M | 0.46% | +10,868+134.0% | Added |