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 |
|---|---|---|---|---|---|
| Horizon Kinetics Asset Management LLC | 5,681 | $335.3K | 0.00% | 00.0% | Unchanged |
| Wiser Wealth Management, Inc | 5,661 | $334.2K | 0.07% | +5,661 | New |
| United Capital Financial Advisers, LLC | 5,603 | $331.0K | 0.00% | −2,626−31.9% | Reduced |
| AlphaCore Capital LLC | 5,595 | $330.3K | 0.01% | +1,182+26.8% | Added |
| Chicago Partners Investment Group LLC | 4,799 | $329.6K | 0.01% | −528−9.9% | Reduced |
| Headlands Technologies LLC | 5,573 | $329.0K | 0.04% | +5,573 | New |
| CAPROCK Group, Inc. | 5,566 | $328.6K | 0.01% | +664+13.5% | Added |
| Savant Capital, LLC | 5,548 | $327.5K | 0.00% | +110+2.0% | Added |
| Sandy Cove Advisors, LLC | 5,520 | $325.8K | 0.10% | 00.0% | Unchanged |
| Clarus Group, Inc. | 5,500 | $324.7K | 0.12% | 00.0% | Unchanged |
| Robinswood Financial LLC | 5,486 | $323.8K | 0.10% | 00.0% | Unchanged |
| Sage Mountain Advisors LLC | 5,481 | $323.5K | 0.02% | 00.0% | Unchanged |
| Tocqueville Asset Management L.P. | 5,450 | $321.7K | 0.00% | 00.0% | Unchanged |
| Stokes Family Office, LLC | 5,442 | $321.2K | 0.03% | −220−3.9% | Reduced |
| Transcend Wealth Collective, LLC | 5,428 | $320.4K | 0.03% | −637−10.5% | Reduced |
| StoryOne LLC | 0 | $319.5K | 0.18% | 0 | Unchanged |
| Avestar Capital, LLC | 5,411 | $319.4K | 0.02% | −300−5.3% | Reduced |
| NTV Asset Management LLC | 5,400 | $318.8K | 0.04% | −7,500−58.1% | Reduced |
| Gryphon Financial Partners LLC | 5,380 | $317.6K | 0.03% | +247+4.8% | Added |
| McMill Wealth Management | 5,378 | $317.5K | 0.08% | 00.0% | Unchanged |
| McAdam, LLC | 5,373 | $317.2K | 0.01% | +297+5.9% | Added |
| Smartleaf Asset Management LLC | 5,470 | $316.7K | 0.01% | −338−5.8% | Reduced |
| Truvestments Capital LLC | 5,316 | $313.8K | 0.06% | −839−13.6% | Reduced |
| Vestor Capital, LLC | 5,297 | $313.0K | 0.02% | −3,262−38.1% | Reduced |
| Sowell Financial Services LLC | 5,274 | $311.3K | 0.01% | +525+11.1% | Added |
| Marble Wealth, LLC | 5,224 | $308.4K | 0.05% | −14,242−73.2% | Reduced |
| AMG National Trust Bank | 5,205 | $307.3K | 0.01% | 00.0% | Unchanged |
| Chicago Capital, LLC | 5,109 | $301.6K | 0.01% | −1,998−28.1% | Reduced |
| Compass Capital Corp | 4,335 | $301.4K | 0.11% | +4,335 | New |
| Shade Tree Advisors LLC | 5,100 | $301.1K | 0.22% | +1,743+51.9% | Added |
| IVC Wealth Advisors LLC | 5,057 | $298.5K | 0.13% | 00.0% | Unchanged |
| PFG Investments, LLC | 4,995 | $294.9K | 0.01% | +4,995 | New |
| BIP Wealth, LLC | 4,970 | $293.4K | 0.01% | +393+8.6% | Added |
| Ritholtz Wealth Management | 4,946 | $292.0K | 0.01% | +268+5.7% | Added |
| Smallwood Wealth Investment Management, LLC | 4,946 | $292.0K | 0.15% | −100−2.0% | Reduced |
| Advyzon Investment Management, LLC | 4,937 | $291.4K | 0.03% | −192−3.7% | Reduced |
| Leo Wealth, LLC | 4,929 | $290.9K | 0.02% | +1,948+65.3% | Added |
| Insigneo Advisory Services, LLC | 4,916 | $290.2K | 0.02% | 00.0% | Unchanged |
| Intentional Wealth Strategies, LLC | 4,908 | $289.7K | 0.27% | +4,908 | New |
| Appleton Partners Inc | 4,869 | $287.0K | 0.02% | +335+7.4% | Added |
| EdgeRock Capital LLC | 4,854 | $286.5K | 0.08% | +213+4.6% | Added |
| Tectonic Advisors LLC | 4,846 | $286.1K | 0.02% | +44+0.9% | Added |
| Bryn Mawr Trust Co | 4,831 | $285.2K | 0.01% | +334+7.4% | Added |
| Rather & Kittrell, Inc. | 4,799 | $283.3K | 0.04% | +553+13.0% | Added |
| Principia Wealth Advisory, LLC | 4,789 | $282.7K | 0.16% | +4,271+824.5% | Added |
| Cooper Financial Group | 4,781 | $282.2K | 0.03% | +4,781 | New |
| Becker Capital Management Inc | 4,780 | $282.2K | 0.01% | 00.0% | Unchanged |
| SlateStone Wealth, LLC | 4,768 | $281.0K | 0.02% | 00.0% | Unchanged |
| IFG Advisors, LLC | 4,728 | $279.1K | 0.05% | +205+4.5% | Added |
| Schneider Downs Wealth Management Advisors, LP | 4,712 | $278.1K | 0.03% | 00.0% | Unchanged |
| Pinnacle Financial Partners, Inc. | 4,705 | $277.7K | 0.00% | +1,531+48.2% | Added |
| Cedarwood Wealth LLC | 4,686 | $276.6K | 0.28% | +4,686 | New |
| Syon Capital LLC | 4,671 | $275.7K | 0.01% | −41,620−89.9% | Reduced |
| RPg Family Wealth Advisory, LLC | 4,669 | $275.6K | 0.06% | +11+0.2% | Added |
| Spartan Wealth Advisory Services LLC | 4,664 | $275.3K | 0.02% | +4,664 | New |
| Stone House Investment Management, LLC | 4,663 | $275.3K | 0.05% | +1,851+65.8% | Added |
| Magnolia Private Wealth, LLC | 4,617 | $272.5K | 0.18% | +4,617 | New |
| Wealth Management Nebraska | 4,585 | $270.7K | 0.03% | +1,080+30.8% | Added |
| Simon Quick Advisors, LLC | 4,579 | $270.3K | 0.01% | 00.0% | Unchanged |
| Scotia Capital Inc. | 4,545 | $268.3K | 0.00% | −1,390−23.4% | Reduced |
| BridgePort Financial Solutions, LLC | 4,527 | $267.2K | 0.08% | +394+9.5% | Added |
| BCJ Capital Management, LLC | 4,504 | $265.9K | 0.01% | −31−0.7% | Reduced |
| Grimes & Company, Inc. | 4,494 | $265.3K | 0.01% | 00.0% | Unchanged |
| Adamsbrown Wealth Consultants LLC | 4,473 | $264.0K | 0.07% | −116−2.5% | Reduced |
| The PNC Financial Services Group, Inc. | 4,362 | $257.5K | 0.00% | −1,156−20.9% | Reduced |
| Shepherd Street Advisors LLC | 4,343 | $256.4K | 0.25% | +1,336+44.4% | Added |
| Halbert Hargrove Global Advisors, LLC | 4,337 | $256.0K | 0.01% | 00.0% | Unchanged |
| Avidian Wealth Solutions, LLC | 4,331 | $255.7K | 0.01% | −1,236−22.2% | Reduced |
| Curran Financial Partners, LLC | 4,303 | $254.0K | 0.05% | +65+1.5% | Added |
| Advisory Alpha, LLC | 4,300 | $253.9K | 0.01% | +4,300 | New |
| Retirement Income Solutions, Inc | 4,296 | $253.6K | 0.04% | −1,045−19.6% | Reduced |
| Mill Creek Capital Advisors, LLC | 4,283 | $252.8K | 0.01% | +4,283 | New |
| Guardian Wealth Advisors, LLC | 4,282 | $252.7K | 0.02% | 00.0% | Unchanged |
| Markin Asset Management, LP | 4,275 | $252.4K | 0.28% | +60+1.4% | Added |
| Sentinel Pension Advisors Inc | 4,273 | $252.2K | 0.04% | +577+15.6% | Added |
| Aspiring Ventures, LLC | 4,265 | $251.8K | 0.08% | +4,265 | New |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 4,225 | $249.4K | 0.01% | −982−18.9% | Reduced |
| Arkadios Wealth Advisors | 4,214 | $248.8K | 0.00% | +1,816+75.7% | Added |
| Werba Rubin Papier Wealth Management | 4,194 | $247.6K | 0.03% | −3,321−44.2% | Reduced |
| Avondale Wealth Management | 4,166 | $245.9K | 0.12% | +4,166 | New |
| Whittier Trust Co | 4,000 | $242.9K | 0.00% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 4,100 | $242.0K | 0.00% | +634+18.3% | Added |
| Stiles Financial Services Inc | 4,034 | $238.1K | 0.07% | 00.0% | Unchanged |
| Triad Wealth Partners, LLC | 4,034 | $238.1K | 0.02% | +1,396+52.9% | Added |
| Centaurus Financial, Inc. | 4,025 | $238.0K | 0.01% | 00.0% | Unchanged |
| StoneX Group Inc. | 4,016 | $237.1K | 0.01% | −9,116−69.4% | Reduced |
| HBK Sorce Advisory LLC | 3,393 | $236.9K | 0.00% | +3,393 | New |
| Federation des caisses Desjardins du Quebec | 4,001 | $236.2K | 0.00% | +1,031+34.7% | Added |
| Heck Capital Advisors, LLC | 3,944 | $232.8K | 0.02% | −241,123−98.4% | Reduced |
| Crane Advisory, LLC | 3,540 | $232.3K | 0.03% | +317+9.8% | Added |
| Old Mission Investment Co LLC | 3,918 | $231.3K | 0.05% | −1,526−28.0% | Reduced |
| Kastel Capital Advisors, LLC | 3,015 | $229.8K | 0.14% | 00.0% | Unchanged |
| 6th Street Advisors, LLC | 3,889 | $229.6K | 0.14% | +3,889 | New |
| Group One Trading, L.P. | 3,880 | $229.0K | 0.01% | +3,880 | New |
| Clearwave Capital, LLC | 3,864 | $228.1K | 0.16% | −99−2.5% | Reduced |
| Sunbelt Securities, Inc. | 3,861 | $227.9K | 0.01% | −1,783−31.6% | Reduced |
| Oakworth Capital, Inc. | 3,836 | $226.4K | 0.01% | 00.0% | Unchanged |
| Redwood Investment Management, LLC | 3,821 | $226.0K | 0.03% | +394+11.5% | Added |
| NorthStar Asset Management LLC | 3,720 | $219.6K | 0.11% | 00.0% | Unchanged |
| RMR Capital Management, LLC | 3,709 | $218.9K | 0.16% | 00.0% | Unchanged |