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 |
|---|---|---|---|---|---|
| Kingsview Wealth Management, LLC | 53,353 | $3.15M | 0.04% | +3,674+7.4% | Added |
| KDK Private Wealth Management, LLC | 53,019 | $3.13M | 2.86% | +1,280+2.5% | Added |
| First Heartland Consultants, Inc. | 52,655 | $3.11M | 0.24% | +1,004+1.9% | Added |
| PTM Wealth Management, LLC | 50,522 | $3.07M | 1.63% | +16,216+47.3% | Added |
| EP Wealth Advisors, LLC | 51,408 | $3.03M | 0.01% | +4,872+10.5% | Added |
| Cambient Family Office, LLC | 50,852 | $3.00M | 0.42% | −3,656−6.7% | Reduced |
| Farringdon Capital, Ltd. | 50,766 | $3.00M | 0.66% | +11,331+28.7% | Added |
| Nwam LLC | 50,494 | $2.98M | 0.17% | +3,700+7.9% | Added |
| QTR Family Wealth, LLC | 43,284 | $2.80M | 1.17% | −2,577−5.6% | Reduced |
| Fiduciary Alliance LLC | 42,532 | $2.78M | 0.17% | −6,133−12.6% | Reduced |
| Intercapital, LLC | 47,000 | $2.77M | 1.54% | +47,000 | New |
| LaSalle St. Investment Advisors, LLC | 45,206 | $2.67M | 0.38% | +25,585+130.4% | Added |
| Pasadena Private Wealth, LLC | 44,459 | $2.62M | 0.36% | −19,981−31.0% | Reduced |
| Haven Private, LLC | 44,367 | $2.62M | 1.14% | +2,465+5.9% | Added |
| Sepio Capital, LP | 44,156 | $2.61M | 0.14% | +112+0.3% | Added |
| LFG Wealth Partners, LLC | 44,101 | $2.60M | 1.57% | +44,101 | New |
| BEAM Asset Management, LLC | 43,250 | $2.55M | 0.64% | +3,024+7.5% | Added |
| Kovitz Investment Group Partners, LLC | 43,201 | $2.55M | 0.06% | +436+1.0% | Added |
| Valeo Financial Advisors, LLC | 42,426 | $2.50M | 0.06% | +5,502+14.9% | Added |
| Lansing Street Advisors | 41,541 | $2.45M | 0.62% | +166+0.4% | Added |
| Bayshore Capital Advisors, LLC | 41,173 | $2.43M | 1.03% | −123,175−74.9% | Reduced |
| Panoramic Investment Advisors, LLC | 40,842 | $2.41M | 1.30% | +559+1.4% | Added |
| SCS Capital Management LLC | 40,174 | $2.37M | 0.03% | 00.0% | Unchanged |
| Tred Avon Family Wealth, LLC | 40,063 | $2.36M | 0.78% | −41−0.1% | Reduced |
| Gem Investment Advisors, LLC | 40,000 | $2.36M | 2.32% | +11,156+38.7% | Added |
| Joel Isaacson & Co., LLC | 37,692 | $2.22M | 0.07% | 00.0% | Unchanged |
| SMART Wealth LLC | 37,487 | $2.21M | 0.65% | +929+2.5% | Added |
| Cerity Partners LLC | 37,247 | $2.20M | 0.00% | +3,654+10.9% | Added |
| COFG Advisors, LLC | 37,024 | $2.19M | 0.54% | +1,452+4.1% | Added |
| Innovative Advisory Group, LLC | 35,929 | $2.12M | 1.87% | 00.0% | Unchanged |
| Captrust Financial Advisors | 35,835 | $2.11M | 0.00% | −63,100−63.8% | Reduced |
| Modus Advisors, LLC | 35,334 | $2.09M | 0.57% | −14,837−29.6% | Reduced |
| IPG Investment Advisors LLC | 35,260 | $2.08M | 0.36% | +35,260 | New |
| Ronald Blue Trust, Inc. | 34,850 | $2.06M | 0.02% | −46−0.1% | Reduced |
| Childress Capital Advisors, LLC | 33,857 | $2.00M | 0.36% | +882+2.7% | Added |
| Wealthcare Advisory Partners LLC | 33,375 | $1.97M | 0.04% | +4,055+13.8% | Added |
| Keel Point, LLC | 33,269 | $1.96M | 0.13% | −9,351−21.9% | Reduced |
| Walleye Trading LLC | 33,115 | $1.95M | 0.04% | +8,860+36.5% | Added |
| Mercer Global Advisors Inc | 32,564 | $1.92M | 0.00% | +2,257+7.4% | Added |
| Walser Wealth Management Company, A Ltd Liability Co | 32,204 | $1.90M | 0.85% | +2,248+7.5% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 31,984 | $1.89M | 0.05% | +263+0.8% | Added |
| 180 Wealth Advisors, LLC | 31,660 | $1.87M | 0.21% | +11,213+54.8% | Added |
| Spectrum Strategic Capital Management, LLC | 31,620 | $1.87M | 1.00% | +3,764+13.5% | Added |
| Bearing Point Capital, LLC | 31,236 | $1.84M | 0.29% | +15,114+93.7% | Added |
| Bank of New York Mellon Corp | 31,217 | $1.84M | 0.00% | +31,217 | New |
| CRA Financial Services, LLC | 31,155 | $1.84M | 0.24% | +2,650+9.3% | Added |
| Wellspring Financial Advisors, LLC | 30,956 | $1.83M | 0.14% | +8,064+35.2% | Added |
| Strategies Wealth Advisors, LLC | 30,717 | $1.81M | 0.18% | +12,866+72.1% | Added |
| Guild Investment Management, Inc. | 30,351 | $1.79M | 1.28% | +2,102+7.4% | Added |
| Financial Designs Corp | 30,209 | $1.78M | 0.99% | −739−2.4% | Reduced |
| CMG Global Holdings, LLC | 29,935 | $1.77M | 0.84% | −13,300−30.8% | Reduced |
| Firestone Capital Management | 29,658 | $1.75M | 0.36% | −4,371−12.8% | Reduced |
| WealthPlan Investment Management, LLC | 29,223 | $1.73M | 0.10% | +1,844+6.7% | Added |
| Abound Wealth Management | 29,071 | $1.72M | 0.39% | −1,489−4.9% | Reduced |
| Bank of America Corp | 28,996 | $1.71M | 0.00% | −595−2.0% | Reduced |
| Integrated Wealth Concepts LLC | 28,809 | $1.70M | 0.01% | −2,517−8.0% | Reduced |
| LPL Financial LLC | 28,701 | $1.69M | 0.00% | +4,120+16.8% | Added |
| Johnson Investment Counsel Inc | 28,623 | $1.69M | 0.01% | +28,623 | New |
| Vista Finance, LLC | 27,988 | $1.65M | 1.31% | +1,742+6.6% | Added |
| Qube Research & Technologies Ltd | 27,872 | $1.65M | 0.00% | +2,867+11.5% | Added |
| Activest Wealth Management | 27,799 | $1.64M | 0.29% | +27,356+6,175.2% | Added |
| Jump Financial, LLC | 27,359 | $1.62M | 0.02% | +19,261+237.8% | Added |
| Quadrature Capital Ltd | 27,313 | $1.61M | 0.02% | +27,313 | New |
| Summit Financial, LLC | 27,287 | $1.61M | 0.02% | −618−2.2% | Reduced |
| Permian Investment Partners, LP | 27,000 | $1.59M | 0.18% | −33,000−55.0% | Reduced |
| Warren Averett Asset Management, LLC | 26,777 | $1.58M | 0.01% | +10,548+65.0% | Added |
| Cane Capital Partners, LLC | 26,770 | $1.58M | 0.70% | +3,762+16.4% | Added |
| Fidelis Capital Partners, LLC | 26,550 | $1.57M | 0.11% | +23,925+911.4% | Added |
| Brown Brothers Harriman & Co | 26,427 | $1.56M | 0.01% | −239−0.9% | Reduced |
| Beacon Pointe Advisors, LLC | 26,164 | $1.54M | 0.01% | +17,799+212.8% | Added |
| Merit Financial Group, LLC | 25,442 | $1.50M | 0.01% | −8,312−24.6% | Reduced |
| Principle Wealth Partners LLC | 25,343 | $1.50M | 0.09% | +2,164+9.3% | Added |
| Evoke Wealth, LLC | 25,300 | $1.49M | 0.03% | +12,060+91.1% | Added |
| FRG Family Wealth Advisors LLC | 25,205 | $1.49M | 0.24% | −6,370−20.2% | Reduced |
| Financial Partners Group, Inc | 25,005 | $1.48M | 0.18% | −798−3.1% | Reduced |
| Abundance Wealth Counselors | 24,869 | $1.47M | 0.21% | −2,768−10.0% | Reduced |
| RSM US Wealth Management LLC | 24,852 | $1.47M | 0.02% | +7,723+45.1% | Added |
| Peloton Wealth Strategists | 24,571 | $1.45M | 0.59% | +13,504+122.0% | Added |
| Clearstead Advisors, LLC | 24,558 | $1.45M | 0.01% | +124+0.5% | Added |
| Stansberry Asset Management, LLC | 24,540 | $1.45M | 0.15% | +1,049+4.5% | Added |
| CIBC Bancorp USA Inc. | – | $1.45M | 0.00% | – | New |
| Arete Wealth Advisors, LLC | 24,193 | $1.43M | 0.11% | +2,746+12.8% | Added |
| Catalytic Wealth RIA, LLC | 23,827 | $1.41M | 0.06% | +120+0.5% | Added |
| Objective Capital Management, LLC | 23,436 | $1.38M | 1.40% | 00.0% | Unchanged |
| AE Wealth Management LLC | 23,364 | $1.38M | 0.01% | +2,411+11.5% | Added |
| Signal Advisors Wealth, LLC | 23,334 | $1.38M | 0.09% | +7,147+44.2% | Added |
| Alchemi Wealth, LLC | 23,024 | $1.36M | 0.75% | +4,717+25.8% | Added |
| NewEdge Wealth, LLC | 22,946 | $1.35M | 0.02% | +17+0.1% | Added |
| Steel Peak Wealth Management LLC | 22,524 | $1.33M | 0.04% | −37,833−62.7% | Reduced |
| Moneta Group Investment Advisors LLC | 22,436 | $1.32M | 0.01% | +4,663+26.2% | Added |
| U.S. Capital Wealth Advisors, LLC | 22,397 | $1.32M | 0.03% | +2,476+12.4% | Added |
| Steward Partners Investment Advisory, LLC | 22,320 | $1.32M | 0.01% | +18,706+517.6% | Added |
| Pensionmark Financial Group, LLC | 22,139 | $1.31M | 0.02% | +6,439+41.0% | Added |
| Vise Technologies, Inc. | 17,049 | $1.30M | 0.03% | 00.0% | Unchanged |
| Tru Independence Asset Management 2, LLC | 22,010 | $1.30M | 0.80% | +5,688+34.8% | Added |
| ShoreHaven Wealth Partners, LLC | 21,934 | $1.29M | 0.47% | +21,934 | New |
| JPMorgan Chase & Co | 22,196 | $1.28M | 0.00% | +18,200+455.5% | Added |
| Madison Park Capital Advisors, LLC | 21,693 | $1.28M | 1.01% | +5,071+30.5% | Added |
| Betterment LLC | 21,526 | $1.27M | 0.00% | +4,871+29.2% | Added |
| Vivaldi Capital Management, LLC | 21,484 | $1.27M | 0.18% | −16,376−43.3% | Reduced |