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 |
|---|---|---|---|---|---|
| Camelot Portfolios, LLC | 21,411 | $1.26M | 0.95% | +28+0.1% | Added |
| Raymond James Financial Inc | 21,259 | $1.25M | 0.00% | +10,297+93.9% | Added |
| Precision Wealth Strategies, LLC | 21,128 | $1.25M | 0.41% | +7,478+54.8% | Added |
| Financial Management Professionals, Inc. | 20,798 | $1.23M | 0.14% | +100+0.5% | Added |
| Pallas Capital Advisors LLC | 20,747 | $1.22M | 0.05% | +10,007+93.2% | Added |
| Highland Financial Advisors, LLC | 20,531 | $1.21M | 0.32% | −1,169−5.4% | Reduced |
| Bank of Montreal | 20,155 | $1.19M | 0.00% | +8,856+78.4% | Added |
| Wealth Alliance | 20,096 | $1.19M | 0.12% | +11,057+122.3% | Added |
| Hubbell Strickland Wealth Management, LLC | 20,083 | $1.19M | 0.47% | +273+1.4% | Added |
| Nkcfo LLC | 20,000 | $1.18M | 0.35% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 19,904 | $1.17M | 0.03% | −35−0.2% | Reduced |
| WSFS Capital Management, LLC | 19,669 | $1.16M | 0.06% | 00.0% | Unchanged |
| Benchmark Financial Wealth Advisors, LLC | 19,663 | $1.16M | 0.32% | +2,335+13.5% | Added |
| LifeGoal Wealth Advisors | 19,381 | $1.15M | 0.66% | −320−1.6% | Reduced |
| Silverlake Wealth Management LLC | 19,237 | $1.14M | 0.24% | +1,391+7.8% | Added |
| Aries Wealth Management | 19,148 | $1.13M | 0.25% | +3,736+24.2% | Added |
| Bleakley Financial Group, LLC | 19,112 | $1.13M | 0.02% | +2,257+13.4% | Added |
| Meridian Wealth Management, LLC | 18,812 | $1.11M | 0.04% | −2,353−11.1% | Reduced |
| Mills Wealth Advisors LLC | 18,800 | $1.11M | 0.39% | +3,297+21.3% | Added |
| MTM Investment Management, LLC | 18,734 | $1.11M | 0.35% | +3,394+22.1% | Added |
| Mission Wealth Management, LP | 18,698 | $1.10M | 0.02% | −5,923−24.1% | Reduced |
| Life Line Wealth Management LLC | 18,682 | $1.10M | 0.49% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 18,578 | $1.10M | 0.02% | +5,773+45.1% | Added |
| Soltis Investment Advisors LLC | 18,259 | $1.08M | 0.07% | +1,104+6.4% | Added |
| Gamco Investors, Inc. Et Al | 17,500 | $1.03M | 0.01% | 00.0% | Unchanged |
| US Bancorp | 17,406 | $1.03M | 0.00% | −54,050−75.6% | Reduced |
| Demars Financial Group, LLC | 17,402 | $1.03M | 0.34% | +8,274+90.6% | Added |
| Proficio Capital Partners LLC | 17,275 | $1.02M | 0.05% | −10,010−36.7% | Reduced |
| MAI Capital Management | 17,190 | $1.01M | 0.01% | −322−1.8% | Reduced |
| Holland Advisory Services, Inc. | 17,060 | $1.01M | 1.35% | +17,060 | New |
| Osbon Capital Management LLC | 16,910 | $998.2K | 0.81% | +8,719+106.4% | Added |
| Essex Financial Services, Inc. | 16,791 | $991.1K | 0.06% | −481−2.8% | Reduced |
| Strategic Family Wealth Counselors, L.L.C. | 16,763 | $989.5K | 0.26% | +16,763 | New |
| Atria Investments LLC | 16,683 | $984.8K | 0.01% | +2,461+17.3% | Added |
| Almanack Investment Partners, LLC. | 16,508 | $974.5K | 0.16% | −4,285−20.6% | Reduced |
| Mustard Seed Financial, LLC | 16,494 | $973.6K | 0.58% | +517+3.2% | Added |
| National Wealth Management Group, LLC | 16,448 | $970.9K | 0.36% | −1,186−6.7% | Reduced |
| Corps Capital Advisors, LLC | 16,182 | $955.2K | 0.83% | +8,957+124.0% | Added |
| Bedel Financial Consulting, Inc. | 16,177 | $954.9K | 0.11% | +1,411+9.6% | Added |
| Weil Company, Inc. | 15,871 | $936.9K | 0.21% | +15,871 | New |
| Stratos Wealth Advisors, LLC | 15,672 | $925.1K | 0.06% | −4,930−23.9% | Reduced |
| Belpointe Asset Management LLC | 15,621 | $922.1K | 0.03% | +7,157+84.6% | Added |
| Revisor Wealth Management LLC | 15,325 | $904.6K | 0.25% | −491−3.1% | Reduced |
| Condor Capital Management | 15,311 | $903.8K | 0.08% | +996+7.0% | Added |
| Great Valley Advisor Group, Inc. | 15,299 | $902.8K | 0.02% | −797−5.0% | Reduced |
| Cim, LLC | 15,142 | $893.8K | 0.13% | +3,920+34.9% | Added |
| WESCAP Management Group, Inc. | 14,901 | $879.6K | 0.17% | −7,324−33.0% | Reduced |
| Sovran Advisors, LLC | 13,208 | $878.7K | 0.07% | +13,208 | New |
| Marietta Wealth Management, LLC | 14,470 | $854.2K | 0.10% | 00.0% | Unchanged |
| Strata Wealth Advisors, LLC | 14,373 | $848.4K | 0.23% | 00.0% | Unchanged |
| Relyea Zuckerberg Hanson LLC | 14,362 | $847.8K | 0.09% | +9,123+174.1% | Added |
| Robertson Stephens Wealth Management, LLC | 14,302 | $844.2K | 0.02% | +1,073+8.1% | Added |
| RMB Capital Management, LLC | 13,886 | $819.7K | 0.01% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 13,785 | $813.7K | 0.00% | +3,926+39.8% | Added |
| Sunesis Advisors, LLC | 13,761 | $812.3K | 0.37% | +7,628+124.4% | Added |
| Gardner Lewis Asset Management L P | 13,535 | $799.0K | 0.17% | 00.0% | Unchanged |
| Waldron Private Wealth LLC | 13,370 | $789.2K | 0.03% | +1,166+9.6% | Added |
| Old National Bancorp | 13,350 | $788.0K | 0.01% | +13,350 | New |
| Upper Left Wealth Management, LLC | 13,081 | $772.2K | 0.46% | +3,414+35.3% | Added |
| Citizens National Bank Trust Department | 13,055 | $770.6K | 0.13% | +2,700+26.1% | Added |
| Falcon Wealth Planning | 12,994 | $767.0K | 0.05% | +1,316+11.3% | Added |
| Daymark Wealth Partners, LLC | 12,894 | $761.1K | 0.02% | +64+0.5% | Added |
| Eagle Global Advisors LLC | 12,800 | $755.6K | 0.03% | −3,700−22.4% | Reduced |
| Ethos Financial Group, LLC | 12,716 | $750.6K | 0.05% | −759−5.6% | Reduced |
| Apollon Wealth Management, LLC | 12,642 | $746.3K | 0.01% | +337+2.7% | Added |
| TCW Group Inc | 12,553 | $741.0K | 0.01% | 00.0% | Unchanged |
| GWN Securities Inc. | 12,545 | $740.6K | 0.14% | +2,463+24.4% | Added |
| Canvas Wealth Advisors, LLC | 12,514 | $738.7K | 0.13% | +1,088+9.5% | Added |
| JB Capital LLC | 12,421 | $733.2K | 0.03% | +625+5.3% | Added |
| Synergy Financial Group, LTD | 12,357 | $729.4K | 0.55% | −127−1.0% | Reduced |
| Perigon Wealth Management, LLC | 12,338 | $728.3K | 0.01% | +439+3.7% | Added |
| IFP Advisors, Inc | 12,290 | $725.5K | 0.02% | +899+7.9% | Added |
| Bauman Advisory Group, LLC | 12,287 | $725.3K | 0.51% | −1,627−11.7% | Reduced |
| Brinker Capital Investments, LLC | 12,212 | $720.9K | 0.01% | −12,913−51.4% | Reduced |
| Commerce Bank | 12,172 | $718.5K | 0.00% | +7,567+164.3% | Added |
| Larson Financial Group LLC | 12,165 | $718.1K | 0.02% | +3,701+43.7% | Added |
| Five Pine Wealth Management | 12,063 | $712.1K | 0.44% | +2,449+25.5% | Added |
| Integrated Advisors Network LLC | 12,058 | $711.8K | 0.04% | +12,058 | New |
| Clear Creek Financial Management, LLC | 11,911 | $703.1K | 0.05% | +480+4.2% | Added |
| Delta Investment Management, LLC | 11,907 | $702.9K | 0.13% | −993−7.7% | Reduced |
| Kapstone Financial Advisors LLC | 11,750 | $693.6K | 0.34% | +315+2.8% | Added |
| Perryman Financial Advisory Inc | 11,669 | $688.8K | 0.10% | +228+2.0% | Added |
| Verus Financial Partners, Inc. | 10,447 | $685.6K | 0.06% | 00.0% | Unchanged |
| Diversified Management Inc | 11,490 | $678.3K | 0.12% | +11,490 | New |
| Wedmont Private Capital | 10,913 | $678.1K | 0.02% | +1,010+10.2% | Added |
| Capital Performance Advisors LLP | 11,438 | $675.2K | 0.05% | −2,722−19.2% | Reduced |
| JSF Financial, LLC | 11,379 | $671.7K | 0.13% | +1,006+9.7% | Added |
| Timber Creek Capital Management LLC | 11,374 | $671.4K | 0.16% | +730+6.9% | Added |
| Forum Financial Management, LP | 11,300 | $667.0K | 0.01% | 00.0% | Unchanged |
| Warren Street Wealth Advisors, LLC | 11,264 | $664.9K | 0.17% | +11,264 | New |
| Sweeney & Michel, LLC | 10,030 | $640.9K | 0.19% | −50−0.5% | Reduced |
| Basso Capital Management, L.P. | 10,850 | $640.5K | 0.39% | −13,825−56.0% | Reduced |
| LBMC Investment Advisors, LLC | 10,850 | $640.5K | 0.04% | −1,805−14.3% | Reduced |
| Investment Advisory Services Group LLC | 10,835 | $639.6K | 0.56% | +900+9.1% | Added |
| Pure Financial Advisors, Inc. | 10,782 | $636.5K | 0.01% | +39+0.4% | Added |
| Garde Capital, Inc. | 10,726 | $633.2K | 0.04% | +955+9.8% | Added |
| Drive Wealth Management, LLC | 10,618 | $626.8K | 0.13% | +4,574+75.7% | Added |
| Whitaker-Myers Wealth Managers, LTD. | 10,435 | $616.0K | 0.12% | +3,780+56.8% | Added |
| Financial Management Network Inc | 9,785 | $614.8K | 0.09% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 10,367 | $612.0K | 0.05% | 00.0% | Unchanged |