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 |
|---|---|---|---|---|---|
| Marietta Wealth Management, LLC | 14,470 | $854.2K | 0.10% | 00.0% | Unchanged |
| Sovran Advisors, LLC | 13,208 | $878.7K | 0.07% | +13,208 | New |
| WESCAP Management Group, Inc. | 14,901 | $879.6K | 0.17% | −7,324−33.0% | Reduced |
| Cim, LLC | 15,142 | $893.8K | 0.13% | +3,920+34.9% | Added |
| Great Valley Advisor Group, Inc. | 15,299 | $902.8K | 0.02% | −797−5.0% | Reduced |
| Condor Capital Management | 15,311 | $903.8K | 0.08% | +996+7.0% | Added |
| Revisor Wealth Management LLC | 15,325 | $904.6K | 0.25% | −491−3.1% | Reduced |
| Belpointe Asset Management LLC | 15,621 | $922.1K | 0.03% | +7,157+84.6% | Added |
| Stratos Wealth Advisors, LLC | 15,672 | $925.1K | 0.06% | −4,930−23.9% | Reduced |
| Weil Company, Inc. | 15,871 | $936.9K | 0.21% | +15,871 | New |
| Bedel Financial Consulting, Inc. | 16,177 | $954.9K | 0.11% | +1,411+9.6% | Added |
| Corps Capital Advisors, LLC | 16,182 | $955.2K | 0.83% | +8,957+124.0% | Added |
| National Wealth Management Group, LLC | 16,448 | $970.9K | 0.36% | −1,186−6.7% | Reduced |
| Mustard Seed Financial, LLC | 16,494 | $973.6K | 0.58% | +517+3.2% | Added |
| Almanack Investment Partners, LLC. | 16,508 | $974.5K | 0.16% | −4,285−20.6% | Reduced |
| Atria Investments LLC | 16,683 | $984.8K | 0.01% | +2,461+17.3% | Added |
| Strategic Family Wealth Counselors, L.L.C. | 16,763 | $989.5K | 0.26% | +16,763 | New |
| Essex Financial Services, Inc. | 16,791 | $991.1K | 0.06% | −481−2.8% | Reduced |
| Osbon Capital Management LLC | 16,910 | $998.2K | 0.81% | +8,719+106.4% | Added |
| Holland Advisory Services, Inc. | 17,060 | $1.01M | 1.35% | +17,060 | New |
| MAI Capital Management | 17,190 | $1.01M | 0.01% | −322−1.8% | Reduced |
| Proficio Capital Partners LLC | 17,275 | $1.02M | 0.05% | −10,010−36.7% | Reduced |
| Demars Financial Group, LLC | 17,402 | $1.03M | 0.34% | +8,274+90.6% | Added |
| US Bancorp | 17,406 | $1.03M | 0.00% | −54,050−75.6% | Reduced |
| Gamco Investors, Inc. Et Al | 17,500 | $1.03M | 0.01% | 00.0% | Unchanged |
| Soltis Investment Advisors LLC | 18,259 | $1.08M | 0.07% | +1,104+6.4% | Added |
| Parallel Advisors, LLC | 18,578 | $1.10M | 0.02% | +5,773+45.1% | Added |
| Life Line Wealth Management LLC | 18,682 | $1.10M | 0.49% | 00.0% | Unchanged |
| Mission Wealth Management, LP | 18,698 | $1.10M | 0.02% | −5,923−24.1% | Reduced |
| MTM Investment Management, LLC | 18,734 | $1.11M | 0.35% | +3,394+22.1% | Added |
| Mills Wealth Advisors LLC | 18,800 | $1.11M | 0.39% | +3,297+21.3% | Added |
| Meridian Wealth Management, LLC | 18,812 | $1.11M | 0.04% | −2,353−11.1% | Reduced |
| Bleakley Financial Group, LLC | 19,112 | $1.13M | 0.02% | +2,257+13.4% | Added |
| Aries Wealth Management | 19,148 | $1.13M | 0.25% | +3,736+24.2% | Added |
| Silverlake Wealth Management LLC | 19,237 | $1.14M | 0.24% | +1,391+7.8% | Added |
| LifeGoal Wealth Advisors | 19,381 | $1.15M | 0.66% | −320−1.6% | Reduced |
| Benchmark Financial Wealth Advisors, LLC | 19,663 | $1.16M | 0.32% | +2,335+13.5% | Added |
| WSFS Capital Management, LLC | 19,669 | $1.16M | 0.06% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 19,904 | $1.17M | 0.03% | −35−0.2% | Reduced |
| Nkcfo LLC | 20,000 | $1.18M | 0.35% | 00.0% | Unchanged |
| Hubbell Strickland Wealth Management, LLC | 20,083 | $1.19M | 0.47% | +273+1.4% | Added |
| Wealth Alliance | 20,096 | $1.19M | 0.12% | +11,057+122.3% | Added |
| Bank of Montreal | 20,155 | $1.19M | 0.00% | +8,856+78.4% | Added |
| Highland Financial Advisors, LLC | 20,531 | $1.21M | 0.32% | −1,169−5.4% | Reduced |
| Pallas Capital Advisors LLC | 20,747 | $1.22M | 0.05% | +10,007+93.2% | Added |
| Financial Management Professionals, Inc. | 20,798 | $1.23M | 0.14% | +100+0.5% | Added |
| Precision Wealth Strategies, LLC | 21,128 | $1.25M | 0.41% | +7,478+54.8% | Added |
| Raymond James Financial Inc | 21,259 | $1.25M | 0.00% | +10,297+93.9% | Added |
| Camelot Portfolios, LLC | 21,411 | $1.26M | 0.95% | +28+0.1% | Added |
| Vivaldi Capital Management, LLC | 21,484 | $1.27M | 0.18% | −16,376−43.3% | Reduced |
| Betterment LLC | 21,526 | $1.27M | 0.00% | +4,871+29.2% | Added |
| Madison Park Capital Advisors, LLC | 21,693 | $1.28M | 1.01% | +5,071+30.5% | Added |
| JPMorgan Chase & Co | 22,196 | $1.28M | 0.00% | +18,200+455.5% | Added |
| ShoreHaven Wealth Partners, LLC | 21,934 | $1.29M | 0.47% | +21,934 | New |
| Tru Independence Asset Management 2, LLC | 22,010 | $1.30M | 0.80% | +5,688+34.8% | Added |
| Vise Technologies, Inc. | 17,049 | $1.30M | 0.03% | 00.0% | Unchanged |
| Pensionmark Financial Group, LLC | 22,139 | $1.31M | 0.02% | +6,439+41.0% | Added |
| Steward Partners Investment Advisory, LLC | 22,320 | $1.32M | 0.01% | +18,706+517.6% | Added |
| U.S. Capital Wealth Advisors, LLC | 22,397 | $1.32M | 0.03% | +2,476+12.4% | Added |
| Moneta Group Investment Advisors LLC | 22,436 | $1.32M | 0.01% | +4,663+26.2% | Added |
| Steel Peak Wealth Management LLC | 22,524 | $1.33M | 0.04% | −37,833−62.7% | Reduced |
| NewEdge Wealth, LLC | 22,946 | $1.35M | 0.02% | +17+0.1% | Added |
| Alchemi Wealth, LLC | 23,024 | $1.36M | 0.75% | +4,717+25.8% | Added |
| Signal Advisors Wealth, LLC | 23,334 | $1.38M | 0.09% | +7,147+44.2% | Added |
| AE Wealth Management LLC | 23,364 | $1.38M | 0.01% | +2,411+11.5% | Added |
| Objective Capital Management, LLC | 23,436 | $1.38M | 1.40% | 00.0% | Unchanged |
| Catalytic Wealth RIA, LLC | 23,827 | $1.41M | 0.06% | +120+0.5% | Added |
| Arete Wealth Advisors, LLC | 24,193 | $1.43M | 0.11% | +2,746+12.8% | Added |
| CIBC Bancorp USA Inc. | – | $1.45M | 0.00% | – | New |
| Stansberry Asset Management, LLC | 24,540 | $1.45M | 0.15% | +1,049+4.5% | Added |
| Clearstead Advisors, LLC | 24,558 | $1.45M | 0.01% | +124+0.5% | Added |
| Peloton Wealth Strategists | 24,571 | $1.45M | 0.59% | +13,504+122.0% | Added |
| RSM US Wealth Management LLC | 24,852 | $1.47M | 0.02% | +7,723+45.1% | Added |
| Abundance Wealth Counselors | 24,869 | $1.47M | 0.21% | −2,768−10.0% | Reduced |
| Financial Partners Group, Inc | 25,005 | $1.48M | 0.18% | −798−3.1% | Reduced |
| FRG Family Wealth Advisors LLC | 25,205 | $1.49M | 0.24% | −6,370−20.2% | Reduced |
| Evoke Wealth, LLC | 25,300 | $1.49M | 0.03% | +12,060+91.1% | Added |
| Principle Wealth Partners LLC | 25,343 | $1.50M | 0.09% | +2,164+9.3% | Added |
| Merit Financial Group, LLC | 25,442 | $1.50M | 0.01% | −8,312−24.6% | Reduced |
| Beacon Pointe Advisors, LLC | 26,164 | $1.54M | 0.01% | +17,799+212.8% | Added |
| Brown Brothers Harriman & Co | 26,427 | $1.56M | 0.01% | −239−0.9% | Reduced |
| Fidelis Capital Partners, LLC | 26,550 | $1.57M | 0.11% | +23,925+911.4% | Added |
| Cane Capital Partners, LLC | 26,770 | $1.58M | 0.70% | +3,762+16.4% | Added |
| Warren Averett Asset Management, LLC | 26,777 | $1.58M | 0.01% | +10,548+65.0% | Added |
| Permian Investment Partners, LP | 27,000 | $1.59M | 0.18% | −33,000−55.0% | Reduced |
| Summit Financial, LLC | 27,287 | $1.61M | 0.02% | −618−2.2% | Reduced |
| Quadrature Capital Ltd | 27,313 | $1.61M | 0.02% | +27,313 | New |
| Jump Financial, LLC | 27,359 | $1.62M | 0.02% | +19,261+237.8% | Added |
| Activest Wealth Management | 27,799 | $1.64M | 0.29% | +27,356+6,175.2% | Added |
| Qube Research & Technologies Ltd | 27,872 | $1.65M | 0.00% | +2,867+11.5% | Added |
| Vista Finance, LLC | 27,988 | $1.65M | 1.31% | +1,742+6.6% | Added |
| Johnson Investment Counsel Inc | 28,623 | $1.69M | 0.01% | +28,623 | New |
| LPL Financial LLC | 28,701 | $1.69M | 0.00% | +4,120+16.8% | Added |
| Integrated Wealth Concepts LLC | 28,809 | $1.70M | 0.01% | −2,517−8.0% | Reduced |
| Bank of America Corp | 28,996 | $1.71M | 0.00% | −595−2.0% | Reduced |
| Abound Wealth Management | 29,071 | $1.72M | 0.39% | −1,489−4.9% | Reduced |
| WealthPlan Investment Management, LLC | 29,223 | $1.73M | 0.10% | +1,844+6.7% | Added |
| Firestone Capital Management | 29,658 | $1.75M | 0.36% | −4,371−12.8% | Reduced |
| CMG Global Holdings, LLC | 29,935 | $1.77M | 0.84% | −13,300−30.8% | Reduced |
| Financial Designs Corp | 30,209 | $1.78M | 0.99% | −739−2.4% | Reduced |