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 |
|---|---|---|---|---|---|
| Guild Investment Management, Inc. | 30,351 | $1.79M | 1.28% | +2,102+7.4% | Added |
| Strategies Wealth Advisors, LLC | 30,717 | $1.81M | 0.18% | +12,866+72.1% | Added |
| Wellspring Financial Advisors, LLC | 30,956 | $1.83M | 0.14% | +8,064+35.2% | Added |
| CRA Financial Services, LLC | 31,155 | $1.84M | 0.24% | +2,650+9.3% | Added |
| Bank of New York Mellon Corp | 31,217 | $1.84M | 0.00% | +31,217 | New |
| Bearing Point Capital, LLC | 31,236 | $1.84M | 0.29% | +15,114+93.7% | Added |
| Spectrum Strategic Capital Management, LLC | 31,620 | $1.87M | 1.00% | +3,764+13.5% | Added |
| 180 Wealth Advisors, LLC | 31,660 | $1.87M | 0.21% | +11,213+54.8% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 31,984 | $1.89M | 0.05% | +263+0.8% | Added |
| Walser Wealth Management Company, A Ltd Liability Co | 32,204 | $1.90M | 0.85% | +2,248+7.5% | Added |
| Mercer Global Advisors Inc | 32,564 | $1.92M | 0.00% | +2,257+7.4% | Added |
| Walleye Trading LLC | 33,115 | $1.95M | 0.04% | +8,860+36.5% | Added |
| Keel Point, LLC | 33,269 | $1.96M | 0.13% | −9,351−21.9% | Reduced |
| Wealthcare Advisory Partners LLC | 33,375 | $1.97M | 0.04% | +4,055+13.8% | Added |
| Childress Capital Advisors, LLC | 33,857 | $2.00M | 0.36% | +882+2.7% | Added |
| Ronald Blue Trust, Inc. | 34,850 | $2.06M | 0.02% | −46−0.1% | Reduced |
| IPG Investment Advisors LLC | 35,260 | $2.08M | 0.36% | +35,260 | New |
| Modus Advisors, LLC | 35,334 | $2.09M | 0.57% | −14,837−29.6% | Reduced |
| Captrust Financial Advisors | 35,835 | $2.11M | 0.00% | −63,100−63.8% | Reduced |
| Innovative Advisory Group, LLC | 35,929 | $2.12M | 1.87% | 00.0% | Unchanged |
| COFG Advisors, LLC | 37,024 | $2.19M | 0.54% | +1,452+4.1% | Added |
| Cerity Partners LLC | 37,247 | $2.20M | 0.00% | +3,654+10.9% | Added |
| SMART Wealth LLC | 37,487 | $2.21M | 0.65% | +929+2.5% | Added |
| Joel Isaacson & Co., LLC | 37,692 | $2.22M | 0.07% | 00.0% | Unchanged |
| Gem Investment Advisors, LLC | 40,000 | $2.36M | 2.32% | +11,156+38.7% | Added |
| Tred Avon Family Wealth, LLC | 40,063 | $2.36M | 0.78% | −41−0.1% | Reduced |
| SCS Capital Management LLC | 40,174 | $2.37M | 0.03% | 00.0% | Unchanged |
| Panoramic Investment Advisors, LLC | 40,842 | $2.41M | 1.30% | +559+1.4% | Added |
| Bayshore Capital Advisors, LLC | 41,173 | $2.43M | 1.03% | −123,175−74.9% | Reduced |
| Lansing Street Advisors | 41,541 | $2.45M | 0.62% | +166+0.4% | Added |
| Valeo Financial Advisors, LLC | 42,426 | $2.50M | 0.06% | +5,502+14.9% | Added |
| Kovitz Investment Group Partners, LLC | 43,201 | $2.55M | 0.06% | +436+1.0% | Added |
| BEAM Asset Management, LLC | 43,250 | $2.55M | 0.64% | +3,024+7.5% | Added |
| LFG Wealth Partners, LLC | 44,101 | $2.60M | 1.57% | +44,101 | New |
| Sepio Capital, LP | 44,156 | $2.61M | 0.14% | +112+0.3% | Added |
| Haven Private, LLC | 44,367 | $2.62M | 1.14% | +2,465+5.9% | Added |
| Pasadena Private Wealth, LLC | 44,459 | $2.62M | 0.36% | −19,981−31.0% | Reduced |
| LaSalle St. Investment Advisors, LLC | 45,206 | $2.67M | 0.38% | +25,585+130.4% | Added |
| Intercapital, LLC | 47,000 | $2.77M | 1.54% | +47,000 | New |
| Fiduciary Alliance LLC | 42,532 | $2.78M | 0.17% | −6,133−12.6% | Reduced |
| QTR Family Wealth, LLC | 43,284 | $2.80M | 1.17% | −2,577−5.6% | Reduced |
| Nwam LLC | 50,494 | $2.98M | 0.17% | +3,700+7.9% | Added |
| Farringdon Capital, Ltd. | 50,766 | $3.00M | 0.66% | +11,331+28.7% | Added |
| Cambient Family Office, LLC | 50,852 | $3.00M | 0.42% | −3,656−6.7% | Reduced |
| EP Wealth Advisors, LLC | 51,408 | $3.03M | 0.01% | +4,872+10.5% | Added |
| PTM Wealth Management, LLC | 50,522 | $3.07M | 1.63% | +16,216+47.3% | Added |
| First Heartland Consultants, Inc. | 52,655 | $3.11M | 0.24% | +1,004+1.9% | Added |
| KDK Private Wealth Management, LLC | 53,019 | $3.13M | 2.86% | +1,280+2.5% | Added |
| Kingsview Wealth Management, LLC | 53,353 | $3.15M | 0.04% | +3,674+7.4% | Added |
| Meitav Dash Investments Ltd | 54,170 | $3.20M | 0.04% | +16,829+45.1% | Added |
| Spire Wealth Management | 54,686 | $3.23M | 0.11% | +640+1.2% | Added |
| Renaissance Technologies LLC | 55,100 | $3.25M | 0.01% | +10,200+22.7% | Added |
| Vista Investment Partners II, LLC | 55,386 | $3.27M | 1.47% | +7,796+16.4% | Added |
| Brookstone Capital Management | 55,435 | $3.27M | 0.04% | −3,499−5.9% | Reduced |
| Arbor Capital Management Inc | 52,922 | $3.30M | 2.69% | +613+1.2% | Added |
| SFMG, LLC | 56,915 | $3.36M | 0.23% | +7,362+14.9% | Added |
| Element Pointe Advisors, LLC | 57,121 | $3.37M | 0.64% | +13,547+31.1% | Added |
| Farther Finance Advisors, LLC | 57,466 | $3.41M | 0.03% | +21,483+59.7% | Added |
| Pathstone Holdings, LLC | 58,333 | $3.44M | 0.01% | +11,337+24.1% | Added |
| Cambridge Advisors Inc. | 58,528 | $3.45M | 0.67% | +1,907+3.4% | Added |
| Avenir Tech Ltd | 58,616 | $3.46M | 0.44% | −20.0% | Reduced |
| Smart Money Group LLC | 59,860 | $3.53M | 1.03% | +1,122+1.9% | Added |
| Advisory Services Network, LLC | 60,267 | $3.56M | 0.05% | +3,381+5.9% | Added |
| DecisionMap Wealth Management, LLC | 60,909 | $3.60M | 2.33% | +4,709+8.4% | Added |
| Evexia Wealth LLC | 56,511 | $3.61M | 0.99% | +12,921+29.6% | Added |
| Milestone Asset Management Group, LLC | 61,488 | $3.63M | 2.12% | +2,412+4.1% | Added |
| CI Private Wealth, LLC | 92,945 | $3.63M | 0.01% | +2,129+2.3% | Added |
| PYA Waltman Capital, LLC | 65,238 | $3.85M | 1.07% | +6,064+10.2% | Added |
| Am Investment Strategies LLC | 65,379 | $3.86M | 0.85% | +6,202+10.5% | Added |
| Beaird Harris Wealth Management, LLC | 66,251 | $3.91M | 0.27% | +462+0.7% | Added |
| Mad River Investors | 70,339 | $4.15M | 1.50% | −520−0.7% | Reduced |
| Simplex Trading, LLC | 70,689 | $4.17M | 0.13% | +70,689 | New |
| Northwestern Mutual Wealth Management Co | 71,686 | $4.23M | 0.00% | +63,882+818.6% | Added |
| Eaton Financial Holdings Company, LLC | 71,748 | $4.24M | 1.39% | +508+0.7% | Added |
| First Trust Advisors LP | 76,980 | $4.54M | 0.00% | −11,248−12.7% | Reduced |
| Mutual Advisors, LLC | 77,933 | $4.60M | 0.10% | +6,292+8.8% | Added |
| Concurrent Investment Advisors, LLC | 78,143 | $4.61M | 0.05% | +50,553+183.2% | Added |
| GWM Advisors LLC | 78,941 | $4.66M | 0.02% | +17,141+27.7% | Added |
| Exencial Wealth Advisors, LLC | 80,117 | $4.73M | 0.15% | −22,374−21.8% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 81,086 | $4.73M | 0.01% | −59,795−42.4% | Reduced |
| Foundations Investment Advisors, LLC | 81,417 | $4.81M | 0.06% | +3,326+4.3% | Added |
| Sky-Mountain Capital Management, Inc. | 84,338 | $4.98M | 3.57% | −80,308−48.8% | Reduced |
| Elequin Capital LP | 93,700 | $5.53M | 0.51% | +85,700+1,071.3% | Added |
| Traynor Capital Management, Inc. | 95,549 | $5.53M | 0.33% | +380.0% | Added |
| Libra Wealth LLC | 93,717 | $5.53M | 1.56% | +16,229+20.9% | Added |
| Fiduciary Trust Co | 95,644 | $5.65M | 0.07% | 00.0% | Unchanged |
| Aptus Capital Advisors, LLC | 97,369 | $5.75M | 0.05% | +12,804+15.1% | Added |
| SevenBridge Financial Group, LLC | 85,331 | $5.86M | 0.92% | +10,188+13.6% | Added |
| Colony Group, LLC | 97,917 | $5.87M | 0.01% | −743−0.8% | Reduced |
| Kestra Private Wealth Services, LLC | 100,203 | $5.91M | 0.07% | −3,389−3.3% | Reduced |
| Allegheny Financial Group LTD | 102,632 | $6.06M | 0.82% | −480.0% | Reduced |
| Wealth Quarterback LLC | 103,605 | $6.12M | 2.41% | +92,000+792.8% | Added |
| CWM, LLC | 103,637 | $6.12M | 0.02% | +6,072+6.2% | Added |
| MML Investors Services, LLC | 107,075 | $6.32M | 0.02% | +6,563+6.5% | Added |
| Kingswood Wealth Advisors, LLC | 111,984 | $6.61M | 0.31% | −1,681−1.5% | Reduced |
| Ieq Capital, LLC | 116,224 | $6.86M | 0.03% | −6,636−5.4% | Reduced |
| Alamea Verwaltungs GmbH | 117,771 | $6.95M | 5.15% | 00.0% | Unchanged |
| Avaii Wealth Management, LLC | 118,105 | $6.97M | 2.43% | +9,627+8.9% | Added |
| Lido Advisors, LLC | 118,427 | $6.99M | 0.03% | +68,624+137.8% | Added |
| Sanctuary Advisors, LLC | 118,559 | $7.00M | 0.04% | +70,982+149.2% | Added |