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 |
|---|---|---|---|---|---|
| Global Financial Private Client, LLC | 3,702 | $218.5K | 0.07% | +3,702 | New |
| YHB Investment Advisors, Inc. | 3,697 | $218.2K | 0.02% | +122+3.4% | Added |
| Financial Perspectives, Inc | 3,637 | $214.7K | 0.06% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 3,608 | $213.0K | 0.00% | +142+4.1% | Added |
| Gerber, LLC | 3,606 | $212.9K | 0.12% | +25+0.7% | Added |
| Visionary Wealth Advisors | 3,586 | $211.7K | 0.01% | −14−0.4% | Reduced |
| Capstone Financial Advisors, Inc. | 3,572 | $210.9K | 0.01% | +602+20.3% | Added |
| Modern Wealth Management, LLC | 3,537 | $209.9K | 0.00% | +3,537 | New |
| Sagespring Wealth Partners, LLC | 3,535 | $208.7K | 0.00% | +422+13.6% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 3,522 | $207.9K | 0.03% | −372−9.6% | Reduced |
| AA Financial Advisors, LLC | 3,514 | $207.4K | 0.03% | +3,514 | New |
| Strait & Sound Wealth Management LLC | 3,510 | $207.2K | 0.08% | 00.0% | Unchanged |
| Beacon Investment Advisory Services, Inc. | 3,500 | $206.6K | 0.01% | 00.0% | Unchanged |
| Buckingham Strategic Partners | 3,482 | $205.1K | 0.00% | +3,482 | New |
| Arkfeld Wealth Strategies, L.L.C. | 3,120 | $203.9K | 0.06% | 00.0% | Unchanged |
| Balance Wealth, LLC | 3,449 | $203.6K | 0.06% | +3,449 | New |
| Noble Wealth Management PBC | 3,445 | $203.4K | 0.10% | +1,360+65.2% | Added |
| RS Crum Inc. | 3,400 | $200.7K | 0.04% | +3,400 | New |
| Clare Market Investments LLC | 3,400 | $200.7K | 0.04% | +3,400 | New |
| New Republic Capital, LLC | 3,390 | $200.1K | 0.07% | 00.0% | Unchanged |
| KKM Financial LLC | 2,625 | $200.1K | 0.04% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 3,085 | $182.1K | 0.00% | +42+1.4% | Added |
| Bokf, NA | 2,938 | $173.4K | 0.00% | 00.0% | Unchanged |
| BankPlus Trust Department | 2,927 | $172.8K | 0.05% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 2,744 | $162.0K | 0.14% | −166−5.7% | Reduced |
| Brown, Lisle/Cummings, Inc. | 2,390 | $141.1K | 0.04% | −25−1.0% | Reduced |
| Huntington National Bank | – | $132.3K | 0.00% | – | – |
| CKW Financial Group | 2,135 | $127.0K | 0.01% | +1,933+956.9% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 2,150 | $126.9K | 0.04% | +860+66.7% | Added |
| United Financial Planning Group LLC | 1,995 | $117.8K | 0.07% | −79−3.8% | Reduced |
| Strategic Investment Solutions, Inc. | 1,864 | $110.0K | 0.03% | +34+1.9% | Added |
| Umb Bank N A | 1,857 | $109.6K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 1,780 | $108.1K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 1,808 | $106.7K | 0.00% | −1,608−47.1% | Reduced |
| Silicon Valley Capital Partners | 1,790 | $105.7K | 0.01% | −165−8.4% | Reduced |
| Hilton Head Capital Partners, LLC | 1,718 | $101.4K | 0.06% | 00.0% | Unchanged |
| Strategic Advocates LLC | 1,591 | $93.9K | 0.42% | −765−32.5% | Reduced |
| Heritage Wealth Advisors | 1,586 | $93.6K | 0.00% | +756+91.1% | Added |
| Connective Capital Management, LLC | 1,556 | $91.9K | 0.08% | −2,404−60.7% | Reduced |
| Plante Moran Financial Advisors, LLC | 1,497 | $88.4K | 0.01% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 1,483 | $87.5K | 0.00% | 00.0% | Unchanged |
| Lodestone Wealth Management LLC | 1,456 | $85.9K | 0.03% | −616−29.7% | Reduced |
| Signaturefd, LLC | 1,445 | $85.3K | 0.00% | +10+0.7% | Added |
| Investment Counsel Co of Nevada | 1,272 | $75.1K | 0.17% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 1,254 | $74.0K | 0.00% | −766−37.9% | Reduced |
| Atlantic Private Wealth, LLC | 1,201 | $70.9K | 0.05% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 1,199 | $70.8K | 0.03% | +312+35.2% | Added |
| Richard W. Paul & Associates, LLC | 1,199 | $70.8K | 0.02% | +666+125.0% | Added |
| Basepoint Wealth LLC | 1,190 | $70.2K | 0.04% | −22−1.8% | Reduced |
| National Bank of Canada | 1,090 | $64.3K | 0.00% | +324+42.3% | Added |
| Capital Analysts, LLC | 1,034 | $61.0K | 0.00% | 00.0% | Unchanged |
| Merkkuri Wealth Advisors LLC | 1,032 | $60.9K | 0.04% | +1,032 | New |
| Golden State Equity Partners | 1,002 | $59.1K | 0.00% | +1,002 | New |
| Royal Bank of Canada | 979 | $58.0K | 0.00% | +540+123.0% | Added |
| POM Investment Strategies, LLC | 975 | $57.6K | 0.07% | +953+4,331.8% | Added |
| Teachers Insurance & Annuity Association of America | 935 | $55.2K | 0.07% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 915 | $54.0K | 0.00% | +885+2,950.0% | Added |
| Turim 21 Investimentos Ltda. | 877 | $51.8K | 0.01% | 00.0% | Unchanged |
| Southern Michigan Bank & Trust | 817 | $48.2K | 0.02% | +817 | New |
| Fifth Third Bancorp | 815 | $48.1K | 0.00% | +710+676.2% | Added |
| Aspect Partners, LLC | 810 | $47.8K | 0.02% | 00.0% | Unchanged |
| Go Invest LLC | 797 | $47.0K | 0.01% | +130+19.5% | Added |
| Asset Planning,Inc | 750 | $44.3K | 0.03% | 00.0% | Unchanged |
| Canton Hathaway, LLC | 725 | $42.8K | 0.01% | +10+1.4% | Added |
| Curio Wealth, LLC | 709 | $41.9K | 0.01% | +130+22.5% | Added |
| Harbour Investments, Inc. | 686 | $40.5K | 0.00% | +527+331.4% | Added |
| Golden State Wealth Management, LLC | 685 | $40.4K | 0.00% | −94−12.1% | Reduced |
| Perkins Coie Trust Co | 680 | $40.1K | 0.01% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 672 | $39.7K | 0.01% | +26+4.0% | Added |
| Hurley Capital, LLC | 670 | $39.5K | 0.02% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 673 | $39.0K | 0.01% | +98+17.0% | Added |
| Cranbrook Wealth Management, LLC | 647 | $38.2K | 0.01% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 637 | $37.6K | 0.03% | −121−16.0% | Reduced |
| Newbridge Financial Services Group, Inc. | 620 | $36.6K | 0.01% | +47+8.2% | Added |
| MCF Advisors LLC | 603 | $35.6K | 0.00% | −2,265−79.0% | Reduced |
| Wilkerson Advisory Group LLC | 593 | $35.0K | 0.01% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 535 | $31.8K | 0.00% | +141+35.8% | Added |
| Game Plan Financial Advisors, LLC | 475 | $28.0K | 0.01% | +475 | New |
| Strategic Wealth Advisors LLC | 430 | $25.0K | 0.02% | 00.0% | Unchanged |
| NBT Bank N A | 409 | $24.1K | 0.00% | −765−65.2% | Reduced |
| Financial Network Wealth Advisors LLC | 401 | $23.7K | 0.02% | 00.0% | Unchanged |
| Avalon Trust Co | 390 | $23.0K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 328 | $19.4K | 0.00% | +328 | New |
| Financial Consulate, Inc | 322 | $19.0K | 0.00% | 00.0% | Unchanged |
| Cordant, Inc. | 315 | $18.6K | 0.01% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 300 | $17.7K | 0.00% | 00.0% | Unchanged |
| Innovative Asset Advisors Group, LLC | 300 | $17.7K | 0.01% | +300 | New |
| Country Trust Bank | 270 | $15.9K | 0.00% | +39+16.9% | Added |
| North Ridge Wealth Advisors, Inc. | 260 | $15.3K | 0.01% | −960−78.7% | Reduced |
| Birchbrook, Inc. | 245 | $14.5K | 0.01% | +80+48.5% | Added |
| SJS Investment Consulting Inc. | 240 | $14.2K | 0.00% | 00.0% | Unchanged |
| Investors Portfolio Services LLC | 220 | $13.0K | 0.01% | −6−2.7% | Reduced |
| Meramec Financial Planners, LLC | 191 | $12.7K | 0.01% | +191 | New |
| Rockefeller Capital Management L.P. | 200 | $11.8K | 0.00% | +200 | New |
| HighMark Wealth Management LLC | 188 | $11.1K | 0.00% | +41+27.9% | Added |
| Atlantic Trust, LLC | 180 | $10.6K | 0.00% | 00.0% | Unchanged |
| Ankerstar Wealth, LLC | 170 | $10.0K | 0.01% | −77−31.2% | Reduced |
| Wall Street Access Asset Management, LLC | 150 | $8.86K | 0.00% | +150 | New |
| SOA Wealth Advisors, LLC. | 142 | $8.38K | 0.00% | −3−2.1% | Reduced |
| Salem Investment Counselors Inc | 141 | $8.32K | 0.00% | +141 | New |