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, Q1 2026
Institutional positions in Fidelity Wise Origin Bitcoin Fund as of Mar 31, 2026. 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
- 650
- −17 vs. Q4 2025
- Shares held
- 35.4M
- −8.47M (−19.3%) vs. Q4 2025
- Total value
- $2.10B
- −$1.26B (−37.5%) vs. Q4 2025
- New holders
- 79
- 294 more added
- Sold out
- 96
- 146 more reduced
13 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Fidelity Wise Origin Bitcoin Fund; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Basepoint Wealth LLC | 1,190 | $70.2K | 0.04% | −22−1.8% | Reduced |
| Richard W. Paul & Associates, LLC | 1,199 | $70.8K | 0.02% | +666+125.0% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 1,199 | $70.8K | 0.03% | +312+35.2% | Added |
| Atlantic Private Wealth, LLC | 1,201 | $70.9K | 0.05% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 1,254 | $74.0K | 0.00% | −766−37.9% | Reduced |
| Investment Counsel Co of Nevada | 1,272 | $75.1K | 0.17% | 00.0% | Unchanged |
| Signaturefd, LLC | 1,445 | $85.3K | 0.00% | +10+0.7% | Added |
| Lodestone Wealth Management LLC | 1,456 | $85.9K | 0.03% | −616−29.7% | Reduced |
| Massmutual Trust Co FSB | 1,483 | $87.5K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 1,497 | $88.4K | 0.01% | 00.0% | Unchanged |
| Connective Capital Management, LLC | 1,556 | $91.9K | 0.08% | −2,404−60.7% | Reduced |
| Heritage Wealth Advisors | 1,586 | $93.6K | 0.00% | +756+91.1% | Added |
| Strategic Advocates LLC | 1,591 | $93.9K | 0.42% | −765−32.5% | Reduced |
| Hilton Head Capital Partners, LLC | 1,718 | $101.4K | 0.06% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 1,790 | $105.7K | 0.01% | −165−8.4% | Reduced |
| SRS Capital Advisors, Inc. | 1,808 | $106.7K | 0.00% | −1,608−47.1% | Reduced |
| Whittier Trust Co of Nevada Inc | 1,780 | $108.1K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 1,857 | $109.6K | 0.00% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 1,864 | $110.0K | 0.03% | +34+1.9% | Added |
| United Financial Planning Group LLC | 1,995 | $117.8K | 0.07% | −79−3.8% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 2,150 | $126.9K | 0.04% | +860+66.7% | Added |
| CKW Financial Group | 2,135 | $127.0K | 0.01% | +1,933+956.9% | Added |
| Huntington National Bank | – | $132.3K | 0.00% | – | – |
| Brown, Lisle/Cummings, Inc. | 2,390 | $141.1K | 0.04% | −25−1.0% | Reduced |
| Quest 10 Wealth Builders, Inc. | 2,744 | $162.0K | 0.14% | −166−5.7% | Reduced |
| BankPlus Trust Department | 2,927 | $172.8K | 0.05% | 00.0% | Unchanged |
| Bokf, NA | 2,938 | $173.4K | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 3,085 | $182.1K | 0.00% | +42+1.4% | Added |
| KKM Financial LLC | 2,625 | $200.1K | 0.04% | 00.0% | Unchanged |
| New Republic Capital, LLC | 3,390 | $200.1K | 0.07% | 00.0% | Unchanged |
| RS Crum Inc. | 3,400 | $200.7K | 0.04% | +3,400 | New |
| Clare Market Investments LLC | 3,400 | $200.7K | 0.04% | +3,400 | New |
| Noble Wealth Management PBC | 3,445 | $203.4K | 0.10% | +1,360+65.2% | Added |
| Balance Wealth, LLC | 3,449 | $203.6K | 0.06% | +3,449 | New |
| Arkfeld Wealth Strategies, L.L.C. | 3,120 | $203.9K | 0.06% | 00.0% | Unchanged |
| Buckingham Strategic Partners | 3,482 | $205.1K | 0.00% | +3,482 | New |
| Beacon Investment Advisory Services, Inc. | 3,500 | $206.6K | 0.01% | 00.0% | Unchanged |
| Strait & Sound Wealth Management LLC | 3,510 | $207.2K | 0.08% | 00.0% | Unchanged |
| AA Financial Advisors, LLC | 3,514 | $207.4K | 0.03% | +3,514 | New |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 3,522 | $207.9K | 0.03% | −372−9.6% | Reduced |
| Sagespring Wealth Partners, LLC | 3,535 | $208.7K | 0.00% | +422+13.6% | Added |
| Modern Wealth Management, LLC | 3,537 | $209.9K | 0.00% | +3,537 | New |
| Capstone Financial Advisors, Inc. | 3,572 | $210.9K | 0.01% | +602+20.3% | Added |
| Visionary Wealth Advisors | 3,586 | $211.7K | 0.01% | −14−0.4% | Reduced |
| Gerber, LLC | 3,606 | $212.9K | 0.12% | +25+0.7% | Added |
| Thrivent Financial for Lutherans | 3,608 | $213.0K | 0.00% | +142+4.1% | Added |
| Financial Perspectives, Inc | 3,637 | $214.7K | 0.06% | 00.0% | Unchanged |
| YHB Investment Advisors, Inc. | 3,697 | $218.2K | 0.02% | +122+3.4% | Added |
| Global Financial Private Client, LLC | 3,702 | $218.5K | 0.07% | +3,702 | New |
| RMR Capital Management, LLC | 3,709 | $218.9K | 0.16% | 00.0% | Unchanged |
| NorthStar Asset Management LLC | 3,720 | $219.6K | 0.11% | 00.0% | Unchanged |
| Redwood Investment Management, LLC | 3,821 | $226.0K | 0.03% | +394+11.5% | Added |
| Oakworth Capital, Inc. | 3,836 | $226.4K | 0.01% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 3,861 | $227.9K | 0.01% | −1,783−31.6% | Reduced |
| Clearwave Capital, LLC | 3,864 | $228.1K | 0.16% | −99−2.5% | Reduced |
| Group One Trading, L.P. | 3,880 | $229.0K | 0.01% | +3,880 | New |
| 6th Street Advisors, LLC | 3,889 | $229.6K | 0.14% | +3,889 | New |
| Kastel Capital Advisors, LLC | 3,015 | $229.8K | 0.14% | 00.0% | Unchanged |
| Old Mission Investment Co LLC | 3,918 | $231.3K | 0.05% | −1,526−28.0% | Reduced |
| Crane Advisory, LLC | 3,540 | $232.3K | 0.03% | +317+9.8% | Added |
| Heck Capital Advisors, LLC | 3,944 | $232.8K | 0.02% | −241,123−98.4% | Reduced |
| Federation des caisses Desjardins du Quebec | 4,001 | $236.2K | 0.00% | +1,031+34.7% | Added |
| HBK Sorce Advisory LLC | 3,393 | $236.9K | 0.00% | +3,393 | New |
| StoneX Group Inc. | 4,016 | $237.1K | 0.01% | −9,116−69.4% | Reduced |
| Centaurus Financial, Inc. | 4,025 | $238.0K | 0.01% | 00.0% | Unchanged |
| Stiles Financial Services Inc | 4,034 | $238.1K | 0.07% | 00.0% | Unchanged |
| Triad Wealth Partners, LLC | 4,034 | $238.1K | 0.02% | +1,396+52.9% | Added |
| HB Wealth Management, LLC | 4,100 | $242.0K | 0.00% | +634+18.3% | Added |
| Whittier Trust Co | 4,000 | $242.9K | 0.00% | 00.0% | Unchanged |
| Avondale Wealth Management | 4,166 | $245.9K | 0.12% | +4,166 | New |
| Werba Rubin Papier Wealth Management | 4,194 | $247.6K | 0.03% | −3,321−44.2% | Reduced |
| Arkadios Wealth Advisors | 4,214 | $248.8K | 0.00% | +1,816+75.7% | Added |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 4,225 | $249.4K | 0.01% | −982−18.9% | Reduced |
| Aspiring Ventures, LLC | 4,265 | $251.8K | 0.08% | +4,265 | New |
| Sentinel Pension Advisors Inc | 4,273 | $252.2K | 0.04% | +577+15.6% | Added |
| Markin Asset Management, LP | 4,275 | $252.4K | 0.28% | +60+1.4% | Added |
| Guardian Wealth Advisors, LLC | 4,282 | $252.7K | 0.02% | 00.0% | Unchanged |
| Mill Creek Capital Advisors, LLC | 4,283 | $252.8K | 0.01% | +4,283 | New |
| Retirement Income Solutions, Inc | 4,296 | $253.6K | 0.04% | −1,045−19.6% | Reduced |
| Advisory Alpha, LLC | 4,300 | $253.9K | 0.01% | +4,300 | New |
| Curran Financial Partners, LLC | 4,303 | $254.0K | 0.05% | +65+1.5% | Added |
| Avidian Wealth Solutions, LLC | 4,331 | $255.7K | 0.01% | −1,236−22.2% | Reduced |
| Halbert Hargrove Global Advisors, LLC | 4,337 | $256.0K | 0.01% | 00.0% | Unchanged |
| Shepherd Street Advisors LLC | 4,343 | $256.4K | 0.25% | +1,336+44.4% | Added |
| The PNC Financial Services Group, Inc. | 4,362 | $257.5K | 0.00% | −1,156−20.9% | Reduced |
| Adamsbrown Wealth Consultants LLC | 4,473 | $264.0K | 0.07% | −116−2.5% | Reduced |
| Grimes & Company, Inc. | 4,494 | $265.3K | 0.01% | 00.0% | Unchanged |
| BCJ Capital Management, LLC | 4,504 | $265.9K | 0.01% | −31−0.7% | Reduced |
| BridgePort Financial Solutions, LLC | 4,527 | $267.2K | 0.08% | +394+9.5% | Added |
| Scotia Capital Inc. | 4,545 | $268.3K | 0.00% | −1,390−23.4% | Reduced |
| Simon Quick Advisors, LLC | 4,579 | $270.3K | 0.01% | 00.0% | Unchanged |
| Wealth Management Nebraska | 4,585 | $270.7K | 0.03% | +1,080+30.8% | Added |
| Magnolia Private Wealth, LLC | 4,617 | $272.5K | 0.18% | +4,617 | New |
| Stone House Investment Management, LLC | 4,663 | $275.3K | 0.05% | +1,851+65.8% | Added |
| Spartan Wealth Advisory Services LLC | 4,664 | $275.3K | 0.02% | +4,664 | New |
| RPg Family Wealth Advisory, LLC | 4,669 | $275.6K | 0.06% | +11+0.2% | Added |
| Syon Capital LLC | 4,671 | $275.7K | 0.01% | −41,620−89.9% | Reduced |
| Cedarwood Wealth LLC | 4,686 | $276.6K | 0.28% | +4,686 | New |
| Pinnacle Financial Partners, Inc. | 4,705 | $277.7K | 0.00% | +1,531+48.2% | Added |
| Schneider Downs Wealth Management Advisors, LP | 4,712 | $278.1K | 0.03% | 00.0% | Unchanged |