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 |
|---|---|---|---|---|---|
| Eagle Strategies LLC | 10,343 | $610.5K | 0.07% | +4,275+70.5% | Added |
| Rahlfs Capital, LLC | 10,250 | $605.1K | 0.44% | 00.0% | Unchanged |
| Instrumental Wealth, LLC | 10,245 | $604.8K | 0.37% | +290+2.9% | Added |
| KFG Wealth Management, LLC | 10,208 | $602.6K | 0.08% | +2,266+28.5% | Added |
| Meridian Wealth Advisors, LLC | 10,000 | $590.3K | 0.08% | 00.0% | Unchanged |
| M. Kulyk & Associates, LLC | 9,983 | $589.3K | 0.11% | −2,215−18.2% | Reduced |
| Rochester Wealth Strategies, LLC | 9,917 | $585.4K | 0.35% | +2,108+27.0% | Added |
| Wealth Group Ltd | 9,839 | $580.8K | 0.13% | +3,502+55.3% | Added |
| Clientfirst Wealth Management, LLC | 9,793 | $578.1K | 0.49% | 00.0% | Unchanged |
| CFO4Life Group, LLC | 9,788 | $577.8K | 0.09% | +1,994+25.6% | Added |
| Equitable Trust Co | 9,763 | $576.3K | 0.03% | +9,763 | New |
| Samalin Investment Counsel, LLC | 9,755 | $575.9K | 0.20% | +244+2.6% | Added |
| Wealth Dimensions Group, Ltd. | 9,664 | $570.5K | 0.11% | +161+1.7% | Added |
| Procyon Private Wealth Partners, LLC | 9,619 | $567.8K | 0.03% | +669+7.5% | Added |
| Pennsylvania Capital Management Inc | 9,605 | $567.0K | 0.16% | +1,992+26.2% | Added |
| Regatta Capital Group, LLC | 9,540 | $563.2K | 0.09% | −354−3.6% | Reduced |
| Estate Planners Group, LLC | 9,482 | $559.7K | 0.27% | +1,032+12.2% | Added |
| Maripau Wealth Management LLC | 9,432 | $556.8K | 0.24% | +6,566+229.1% | Added |
| Anson Capital, Inc. | 9,424 | $556.3K | 0.38% | +3,679+64.0% | Added |
| Crestwood Advisors Group LLC | 9,374 | $553.3K | 0.01% | +44+0.5% | Added |
| Cadia Private Client LLC | 9,361 | $552.6K | 0.45% | +36+0.4% | Added |
| Roman Butler Fullerton & Co | 8,847 | $549.8K | 0.15% | +133+1.5% | Added |
| Prosperity Planning, Inc. | 9,300 | $549.0K | 0.14% | 00.0% | Unchanged |
| Sound Portfolio Advisors, LLC | 9,136 | $539.3K | 0.44% | +610+7.2% | Added |
| NBC Securities, Inc. | 9,124 | $538.6K | 0.04% | −9,184−50.2% | Reduced |
| Secure Asset Management, LLC | 9,123 | $538.5K | 0.09% | −1,717−15.8% | Reduced |
| Cascade Financial Partners, LLC | 9,098 | $537.1K | 0.06% | +3,264+55.9% | Added |
| Sankala Group LLC | 9,214 | $532.2K | 0.43% | +353+4.0% | Added |
| Endowment Wealth Management, Inc. | 9,003 | $531.5K | 0.24% | +1,827+25.5% | Added |
| Kiker Wealth Management, LLC | 8,927 | $527.0K | 0.25% | +8,927 | New |
| Massachusetts Wealth Management | 8,867 | $523.4K | 0.23% | +8,867 | New |
| Argentarii, LLC | 8,840 | $521.8K | 0.18% | +640+7.8% | Added |
| Resources Investment Advisors, LLC. | 8,822 | $520.8K | 0.01% | −533−5.7% | Reduced |
| Wesbanco Bank Inc | 8,705 | $513.9K | 0.01% | 00.0% | Unchanged |
| Quantify Chaos Advisors, LLC | 8,660 | $511.2K | 1.59% | +5,503+174.3% | Added |
| Everett Harris & Co | 8,639 | $510.0K | 0.01% | +125+1.5% | Added |
| Fortitude Family Office, LLC | 8,638 | $509.9K | 0.11% | +8,638 | New |
| We Are One Seven, LLC | 8,521 | $503.0K | 0.01% | +593+7.5% | Added |
| Ellis Investment Partners, LLC | 8,457 | $499.3K | 0.09% | +718+9.3% | Added |
| Willis Johnson & Associates, Inc. | 8,401 | $495.9K | 0.03% | +99+1.2% | Added |
| Associated Banc-Corp | 8,352 | $493.0K | 0.01% | 00.0% | Unchanged |
| Angeles Wealth Management, LLC | 8,327 | $491.5K | 0.03% | +1,854+28.6% | Added |
| Matauro, LLC | 8,306 | $490.3K | 0.07% | +288+3.6% | Added |
| Dudley Capital Management, LLC | 8,083 | $477.1K | 0.21% | −1,575−16.3% | Reduced |
| Intellectus Partners, LLC | 8,075 | $476.6K | 0.10% | +375+4.9% | Added |
| AdvisorNet Financial, Inc | 8,038 | $474.5K | 0.02% | −1,467−15.4% | Reduced |
| Brown Advisory Inc | 8,000 | $472.2K | 0.00% | 00.0% | Unchanged |
| Brighton Jones LLC | 7,936 | $468.5K | 0.01% | +7,936 | New |
| Drucker Wealth 3.0, LLC | 7,923 | $467.7K | 0.08% | +2,887+57.3% | Added |
| Guidance Point Advisors, LLC | 7,912 | $467.3K | 0.11% | +403+5.4% | Added |
| CLG LLC | 7,911 | $467.0K | 0.12% | +60+0.8% | Added |
| OneAscent Financial Services LLC | 7,893 | $465.9K | 0.03% | −5,471−40.9% | Reduced |
| Split Rock Private Trading & Wealth Management, LLC | 7,831 | $462.2K | 0.36% | −627−7.4% | Reduced |
| Virtu Financial LLC | 7,613 | $449.0K | 0.02% | +7,613 | New |
| Ausdal Financial Partners, Inc. | 7,563 | $446.4K | 0.02% | +2,092+38.2% | Added |
| East Coast Asset Management, LLC. | 7,550 | $445.7K | 0.15% | 00.0% | Unchanged |
| Westover Capital Advisors, LLC | 7,535 | $444.8K | 0.08% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 7,443 | $439.4K | 0.02% | +2,748+58.5% | Added |
| Prime Capital Investment Advisors, LLC | 7,356 | $434.2K | 0.01% | +7,356 | New |
| Solstein Capital, LLC | 7,249 | $427.9K | 0.18% | −1,158−13.8% | Reduced |
| Quantinno Capital Management LP | 7,102 | $419.2K | 0.00% | −2,108−22.9% | Reduced |
| Thoroughbred Financial Services, LLC | 7,070 | $417.0K | 0.02% | 00.0% | Unchanged |
| KMG Fiduciary Partners, LLC | 7,057 | $416.6K | 0.03% | −7,554−51.7% | Reduced |
| Savvy Advisors, Inc. | 7,012 | $413.9K | 0.01% | +7,012 | New |
| Bogart Wealth, LLC | 6,982 | $412.1K | 0.02% | +6,717+2,534.7% | Added |
| Fairview Capital Investment Management, LLC | 6,950 | $410.3K | 0.02% | 00.0% | Unchanged |
| Redhawk Wealth Advisors, Inc. | 6,877 | $405.9K | 0.04% | +36+0.5% | Added |
| Centerpoint Advisors, LLC | 6,773 | $400.0K | 0.13% | +1,701+33.5% | Added |
| Liberty Wealth Management LLC | 6,668 | $393.6K | 0.05% | +6,668 | New |
| Pine Valley Investments Ltd Liability Co | 6,642 | $392.1K | 0.02% | +1,389+26.4% | Added |
| Summit Trail Advisors, LLC | 6,640 | $392.0K | 0.01% | −74−1.1% | Reduced |
| Capital Investment Advisors, LLC | 6,605 | $389.9K | 0.01% | −4,993−43.1% | Reduced |
| Beacon Capital Management, LLC | 6,602 | $389.7K | 0.07% | +733+12.5% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 6,369 | $376.0K | 0.00% | +1,960+44.5% | Added |
| Independent Financial Group, LLC | 6,355 | $375.1K | 0.01% | +6,355 | New |
| Crown Wealth Group, LLC | 6,352 | $375.0K | 0.11% | +6,352 | New |
| Legacy Financial Advisors, Inc. | 6,276 | $370.5K | 0.05% | +298+5.0% | Added |
| Allworth Financial LP | 6,256 | $369.3K | 0.00% | +693+12.5% | Added |
| Prasad Wealth Partners, LLC | 6,254 | $369.2K | 0.10% | +2,258+56.5% | Added |
| Moors & Cabot, Inc. | 6,218 | $367.0K | 0.02% | 00.0% | Unchanged |
| Platform Technology Partners | 6,206 | $366.3K | 0.07% | +1,079+21.0% | Added |
| Broadhurst Jeffrey B | 6,183 | $365.0K | 0.37% | 00.0% | Unchanged |
| Bitterroot Capital Advisors LLC | 6,170 | $364.2K | 0.22% | 00.0% | Unchanged |
| Founders Financial Securities LLC | 5,774 | $362.8K | 0.02% | +252+4.6% | Added |
| Heritage Trust Co | 6,130 | $361.9K | 0.04% | +6,130 | New |
| Franklin Resources Inc | 6,116 | $361.0K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 6,081 | $359.0K | 0.07% | −5,722−48.5% | Reduced |
| Union Bancaire Privee, UBP SA | 7,690 | $356.2K | 0.01% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 6,000 | $354.0K | 0.05% | 00.0% | Unchanged |
| Wealth Effects LLC | 5,940 | $350.6K | 0.12% | −2,985−33.4% | Reduced |
| Central Trust Co | 5,922 | $349.6K | 0.01% | +28+0.5% | Added |
| Asset Dedication, LLC | 5,895 | $348.0K | 0.02% | 00.0% | Unchanged |
| Claro Advisors LLC | 5,871 | $346.6K | 0.04% | −249−4.1% | Reduced |
| Tradition Wealth Management, LLC | 5,815 | $343.3K | 0.02% | −4,181−41.8% | Reduced |
| Strategic Wealth Partners, Ltd. | 5,804 | $342.6K | 0.02% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 5,795 | $342.1K | 0.11% | 00.0% | Unchanged |
| Vicus Capital | 5,777 | $341.0K | 0.03% | −2,300−28.5% | Reduced |
| Tactive Advisors, LLC | 5,742 | $338.9K | 0.10% | +5,742 | New |
| Sandbox Financial Partners, LLC | 5,710 | $337.0K | 0.09% | −1,342−19.0% | Reduced |
| Cardiff Park Advisors, LLC | 5,708 | $336.9K | 0.03% | −667−10.5% | Reduced |