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 |
|---|---|---|---|---|---|
| IFG Advisors, LLC | 4,728 | $279.1K | 0.05% | +205+4.5% | Added |
| SlateStone Wealth, LLC | 4,768 | $281.0K | 0.02% | 00.0% | Unchanged |
| Becker Capital Management Inc | 4,780 | $282.2K | 0.01% | 00.0% | Unchanged |
| Cooper Financial Group | 4,781 | $282.2K | 0.03% | +4,781 | New |
| Principia Wealth Advisory, LLC | 4,789 | $282.7K | 0.16% | +4,271+824.5% | Added |
| Rather & Kittrell, Inc. | 4,799 | $283.3K | 0.04% | +553+13.0% | Added |
| Bryn Mawr Trust Co | 4,831 | $285.2K | 0.01% | +334+7.4% | Added |
| Tectonic Advisors LLC | 4,846 | $286.1K | 0.02% | +44+0.9% | Added |
| EdgeRock Capital LLC | 4,854 | $286.5K | 0.08% | +213+4.6% | Added |
| Appleton Partners Inc | 4,869 | $287.0K | 0.02% | +335+7.4% | Added |
| Intentional Wealth Strategies, LLC | 4,908 | $289.7K | 0.27% | +4,908 | New |
| Insigneo Advisory Services, LLC | 4,916 | $290.2K | 0.02% | 00.0% | Unchanged |
| Leo Wealth, LLC | 4,929 | $290.9K | 0.02% | +1,948+65.3% | Added |
| Advyzon Investment Management, LLC | 4,937 | $291.4K | 0.03% | −192−3.7% | Reduced |
| Smallwood Wealth Investment Management, LLC | 4,946 | $292.0K | 0.15% | −100−2.0% | Reduced |
| Ritholtz Wealth Management | 4,946 | $292.0K | 0.01% | +268+5.7% | Added |
| BIP Wealth, LLC | 4,970 | $293.4K | 0.01% | +393+8.6% | Added |
| PFG Investments, LLC | 4,995 | $294.9K | 0.01% | +4,995 | New |
| IVC Wealth Advisors LLC | 5,057 | $298.5K | 0.13% | 00.0% | Unchanged |
| Shade Tree Advisors LLC | 5,100 | $301.1K | 0.22% | +1,743+51.9% | Added |
| Compass Capital Corp | 4,335 | $301.4K | 0.11% | +4,335 | New |
| Chicago Capital, LLC | 5,109 | $301.6K | 0.01% | −1,998−28.1% | Reduced |
| AMG National Trust Bank | 5,205 | $307.3K | 0.01% | 00.0% | Unchanged |
| Marble Wealth, LLC | 5,224 | $308.4K | 0.05% | −14,242−73.2% | Reduced |
| Sowell Financial Services LLC | 5,274 | $311.3K | 0.01% | +525+11.1% | Added |
| Vestor Capital, LLC | 5,297 | $313.0K | 0.02% | −3,262−38.1% | Reduced |
| Truvestments Capital LLC | 5,316 | $313.8K | 0.06% | −839−13.6% | Reduced |
| Smartleaf Asset Management LLC | 5,470 | $316.7K | 0.01% | −338−5.8% | Reduced |
| McAdam, LLC | 5,373 | $317.2K | 0.01% | +297+5.9% | Added |
| McMill Wealth Management | 5,378 | $317.5K | 0.08% | 00.0% | Unchanged |
| Gryphon Financial Partners LLC | 5,380 | $317.6K | 0.03% | +247+4.8% | Added |
| NTV Asset Management LLC | 5,400 | $318.8K | 0.04% | −7,500−58.1% | Reduced |
| Avestar Capital, LLC | 5,411 | $319.4K | 0.02% | −300−5.3% | Reduced |
| StoryOne LLC | 0 | $319.5K | 0.18% | 0 | Unchanged |
| Transcend Wealth Collective, LLC | 5,428 | $320.4K | 0.03% | −637−10.5% | Reduced |
| Stokes Family Office, LLC | 5,442 | $321.2K | 0.03% | −220−3.9% | Reduced |
| Tocqueville Asset Management L.P. | 5,450 | $321.7K | 0.00% | 00.0% | Unchanged |
| Sage Mountain Advisors LLC | 5,481 | $323.5K | 0.02% | 00.0% | Unchanged |
| Robinswood Financial LLC | 5,486 | $323.8K | 0.10% | 00.0% | Unchanged |
| Clarus Group, Inc. | 5,500 | $324.7K | 0.12% | 00.0% | Unchanged |
| Sandy Cove Advisors, LLC | 5,520 | $325.8K | 0.10% | 00.0% | Unchanged |
| Savant Capital, LLC | 5,548 | $327.5K | 0.00% | +110+2.0% | Added |
| CAPROCK Group, Inc. | 5,566 | $328.6K | 0.01% | +664+13.5% | Added |
| Headlands Technologies LLC | 5,573 | $329.0K | 0.04% | +5,573 | New |
| Chicago Partners Investment Group LLC | 4,799 | $329.6K | 0.01% | −528−9.9% | Reduced |
| AlphaCore Capital LLC | 5,595 | $330.3K | 0.01% | +1,182+26.8% | Added |
| United Capital Financial Advisers, LLC | 5,603 | $331.0K | 0.00% | −2,626−31.9% | Reduced |
| Wiser Wealth Management, Inc | 5,661 | $334.2K | 0.07% | +5,661 | New |
| Horizon Kinetics Asset Management LLC | 5,681 | $335.3K | 0.00% | 00.0% | Unchanged |
| Cardiff Park Advisors, LLC | 5,708 | $336.9K | 0.03% | −667−10.5% | Reduced |
| Sandbox Financial Partners, LLC | 5,710 | $337.0K | 0.09% | −1,342−19.0% | Reduced |
| Tactive Advisors, LLC | 5,742 | $338.9K | 0.10% | +5,742 | New |
| Vicus Capital | 5,777 | $341.0K | 0.03% | −2,300−28.5% | Reduced |
| Cape Investment Advisory, Inc. | 5,795 | $342.1K | 0.11% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 5,804 | $342.6K | 0.02% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 5,815 | $343.3K | 0.02% | −4,181−41.8% | Reduced |
| Claro Advisors LLC | 5,871 | $346.6K | 0.04% | −249−4.1% | Reduced |
| Asset Dedication, LLC | 5,895 | $348.0K | 0.02% | 00.0% | Unchanged |
| Central Trust Co | 5,922 | $349.6K | 0.01% | +28+0.5% | Added |
| Wealth Effects LLC | 5,940 | $350.6K | 0.12% | −2,985−33.4% | Reduced |
| SkyView Investment Advisors, LLC | 6,000 | $354.0K | 0.05% | 00.0% | Unchanged |
| Union Bancaire Privee, UBP SA | 7,690 | $356.2K | 0.01% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 6,081 | $359.0K | 0.07% | −5,722−48.5% | Reduced |
| Franklin Resources Inc | 6,116 | $361.0K | 0.00% | 00.0% | Unchanged |
| Heritage Trust Co | 6,130 | $361.9K | 0.04% | +6,130 | New |
| Founders Financial Securities LLC | 5,774 | $362.8K | 0.02% | +252+4.6% | Added |
| Bitterroot Capital Advisors LLC | 6,170 | $364.2K | 0.22% | 00.0% | Unchanged |
| Broadhurst Jeffrey B | 6,183 | $365.0K | 0.37% | 00.0% | Unchanged |
| Platform Technology Partners | 6,206 | $366.3K | 0.07% | +1,079+21.0% | Added |
| Moors & Cabot, Inc. | 6,218 | $367.0K | 0.02% | 00.0% | Unchanged |
| Prasad Wealth Partners, LLC | 6,254 | $369.2K | 0.10% | +2,258+56.5% | Added |
| Allworth Financial LP | 6,256 | $369.3K | 0.00% | +693+12.5% | Added |
| Legacy Financial Advisors, Inc. | 6,276 | $370.5K | 0.05% | +298+5.0% | Added |
| Crown Wealth Group, LLC | 6,352 | $375.0K | 0.11% | +6,352 | New |
| Independent Financial Group, LLC | 6,355 | $375.1K | 0.01% | +6,355 | New |
| Harel Insurance Investments & Financial Services Ltd. | 6,369 | $376.0K | 0.00% | +1,960+44.5% | Added |
| Beacon Capital Management, LLC | 6,602 | $389.7K | 0.07% | +733+12.5% | Added |
| Capital Investment Advisors, LLC | 6,605 | $389.9K | 0.01% | −4,993−43.1% | Reduced |
| Summit Trail Advisors, LLC | 6,640 | $392.0K | 0.01% | −74−1.1% | Reduced |
| Pine Valley Investments Ltd Liability Co | 6,642 | $392.1K | 0.02% | +1,389+26.4% | Added |
| Liberty Wealth Management LLC | 6,668 | $393.6K | 0.05% | +6,668 | New |
| Centerpoint Advisors, LLC | 6,773 | $400.0K | 0.13% | +1,701+33.5% | Added |
| Redhawk Wealth Advisors, Inc. | 6,877 | $405.9K | 0.04% | +36+0.5% | Added |
| Fairview Capital Investment Management, LLC | 6,950 | $410.3K | 0.02% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 6,982 | $412.1K | 0.02% | +6,717+2,534.7% | Added |
| Savvy Advisors, Inc. | 7,012 | $413.9K | 0.01% | +7,012 | New |
| KMG Fiduciary Partners, LLC | 7,057 | $416.6K | 0.03% | −7,554−51.7% | Reduced |
| Thoroughbred Financial Services, LLC | 7,070 | $417.0K | 0.02% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 7,102 | $419.2K | 0.00% | −2,108−22.9% | Reduced |
| Solstein Capital, LLC | 7,249 | $427.9K | 0.18% | −1,158−13.8% | Reduced |
| Prime Capital Investment Advisors, LLC | 7,356 | $434.2K | 0.01% | +7,356 | New |
| Rehmann Capital Advisory Group | 7,443 | $439.4K | 0.02% | +2,748+58.5% | Added |
| Westover Capital Advisors, LLC | 7,535 | $444.8K | 0.08% | 00.0% | Unchanged |
| East Coast Asset Management, LLC. | 7,550 | $445.7K | 0.15% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 7,563 | $446.4K | 0.02% | +2,092+38.2% | Added |
| Virtu Financial LLC | 7,613 | $449.0K | 0.02% | +7,613 | New |
| Split Rock Private Trading & Wealth Management, LLC | 7,831 | $462.2K | 0.36% | −627−7.4% | Reduced |
| OneAscent Financial Services LLC | 7,893 | $465.9K | 0.03% | −5,471−40.9% | Reduced |
| CLG LLC | 7,911 | $467.0K | 0.12% | +60+0.8% | Added |
| Guidance Point Advisors, LLC | 7,912 | $467.3K | 0.11% | +403+5.4% | Added |