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, Q2 2026
Institutional positions in Fidelity Wise Origin Bitcoin Fund as of Jun 30, 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
- 627
- −12 vs. Q1 2026
- Shares held
- 33.4M
- −1.83M (−5.2%) vs. Q1 2026
- Total value
- $1.71B
- −$370.7M (−17.8%) vs. Q1 2026
- New holders
- 70
- 242 more added
- Sold out
- 82
- 170 more reduced
11 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding Fidelity Wise Origin Bitcoin Fund; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Atlantic Private Wealth, LLC | 1,201 | $61.3K | 0.04% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 1,215 | $62.0K | 0.02% | +16+1.3% | Added |
| Investment Counsel Co of Nevada | 1,272 | $64.9K | 0.12% | 00.0% | Unchanged |
| Lodestone Wealth Management LLC | 1,318 | $67.3K | 0.02% | −138−9.5% | Reduced |
| UMA Financial Services, Inc. | 1,364 | $69.7K | 0.01% | +692+103.0% | Added |
| Massmutual Trust Co FSB | 1,430 | $73.0K | 0.00% | −53−3.6% | Reduced |
| Heritage Wealth Advisors | 1,443 | $73.7K | 0.00% | −143−9.0% | Reduced |
| Plante Moran Financial Advisors, LLC | 1,497 | $76.4K | 0.00% | 00.0% | Unchanged |
| StrongBox Wealth, LLC | 1,500 | $76.6K | 0.02% | +1,500 | New |
| Kingdom Financial Group LLC. | 1,566 | $79.9K | 0.02% | +1,507+2,554.2% | Added |
| Strategic Advocates LLC | 1,591 | $81.2K | 0.31% | 00.0% | Unchanged |
| Hilton Head Capital Partners, LLC | 1,718 | $87.7K | 0.04% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 1,784 | $91.1K | 0.03% | +585+48.8% | Added |
| Geneos Wealth Management Inc. | 1,785 | $91.1K | 0.00% | +870+95.1% | Added |
| Silicon Valley Capital Partners | 1,790 | $91.4K | 0.01% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 1,831 | $93.5K | 0.02% | −33−1.8% | Reduced |
| Umb Bank N A | 1,857 | $94.8K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 1,780 | $98.8K | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 1,947 | $99.4K | 0.00% | −1,138−36.9% | Reduced |
| United Financial Planning Group LLC | 1,995 | $101.8K | 0.05% | 00.0% | Unchanged |
| Downshift Financial, LLC | 1,999 | $102.0K | 0.05% | +1,999 | New |
| Family Legacy Financial Solutions, LLC | 2,000 | $102.1K | 0.06% | +2,000 | New |
| UBS Group AG | 2,028 | $103.5K | 0.00% | +2,028 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 2,050 | $104.7K | 0.03% | −100−4.7% | Reduced |
| POM Investment Strategies, LLC | 2,192 | $111.9K | 0.13% | +1,217+124.8% | Added |
| Huntington National Bank | – | $114.5K | 0.00% | – | – |
| Group One Trading, L.P. | 2,390 | $122.0K | 0.00% | −1,490−38.4% | Reduced |
| Brown, Lisle/Cummings, Inc. | 2,515 | $128.4K | 0.03% | +125+5.2% | Added |
| CKW Financial Group | 2,494 | $130.0K | 0.01% | +359+16.8% | Added |
| Elequin Capital LP | 2,593 | $132.4K | 0.00% | −91,107−97.2% | Reduced |
| Noble Wealth Management PBC | 2,595 | $132.5K | 0.06% | −850−24.7% | Reduced |
| Robinswood Financial LLC | 2,743 | $140.0K | 0.04% | −2,743−50.0% | Reduced |
| Quest 10 Wealth Builders, Inc. | 2,744 | $140.1K | 0.11% | 00.0% | Unchanged |
| Hills Bank & Trust Co | 2,813 | $143.6K | 0.01% | +2,813 | New |
| Moisand Fitzgerald Tamayo, LLC | 2,850 | $145.5K | 0.01% | +2,850 | New |
| BankPlus Trust Department | 2,927 | $149.4K | 0.03% | 00.0% | Unchanged |
| Compass Financial Management LLC | 2,920 | $163.2K | 0.02% | +2,920 | New |
| Fifth Third Bancorp | 3,293 | $168.1K | 0.00% | +2,478+304.0% | Added |
| Beacon Investment Advisory Services, Inc. | 3,500 | $178.7K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 3,619 | $184.8K | 0.00% | +2,174+150.4% | Added |
| Financial Perspectives, Inc | 3,637 | $185.7K | 0.05% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 3,786 | $193.3K | 0.00% | −215−5.4% | Reduced |
| Oakworth Capital, Inc. | 3,836 | $200.4K | 0.01% | 00.0% | Unchanged |
| Krane Financial Solutions LLC | 3,984 | $203.4K | 0.13% | +3,984 | New |
| New Insight Wealth Advisors | 3,995 | $203.9K | 0.06% | +3,995 | New |
| Strait & Sound Wealth Management LLC | 4,010 | $204.7K | 0.07% | +500+14.2% | Added |
| Stiles Financial Services Inc | 4,034 | $205.9K | 0.05% | 00.0% | Unchanged |
| Centaurus Financial, Inc. | 4,037 | $206.0K | 0.01% | +12+0.3% | Added |
| CAPROCK Group, Inc. | 4,067 | $207.6K | 0.00% | −1,499−26.9% | Reduced |
| Markin Asset Management, LP | 4,166 | $212.7K | 0.18% | −109−2.5% | Reduced |
| Bridge Generations Wealth Management LLC | 4,183 | $213.5K | 0.11% | +4,183 | New |
| JPMorgan Chase & Co | 4,079 | $214.3K | 0.00% | −18,117−81.6% | Reduced |
| Aspiring Ventures, LLC | 4,201 | $214.5K | 0.06% | −64−1.5% | Reduced |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 4,222 | $215.5K | 0.01% | −3−0.1% | Reduced |
| United Advisor Group, LLC | 4,325 | $220.8K | 0.02% | +4,325 | New |
| Advisory Alpha, LLC | 4,329 | $221.0K | 0.01% | +29+0.7% | Added |
| Halbert Hargrove Global Advisors, LLC | 4,333 | $221.2K | 0.01% | −4−0.1% | Reduced |
| NorthRock Partners, LLC | 4,336 | $221.4K | 0.00% | +4,336 | New |
| Evolution Wealth Advisors, LLC | 4,340 | $221.6K | 0.03% | +4,340 | New |
| Scotia Capital Inc. | 4,348 | $222.0K | 0.00% | −197−4.3% | Reduced |
| Xxi Wealth, LLC | 4,350 | $222.1K | 0.10% | +4,350 | New |
| Hutchens & Kramer Investment Management Group, LLC | 4,360 | $222.6K | 0.06% | +4,360 | New |
| True North Advisors, LLC | 4,367 | $222.9K | 0.02% | +4,367 | New |
| Almanack Investment Partners, LLC. | 4,372 | $223.2K | 0.03% | −12,136−73.5% | Reduced |
| Sendero Wealth Management, LLC | 4,374 | $223.3K | 0.02% | +4,374 | New |
| IFG Advisors, LLC | 4,393 | $224.3K | 0.03% | −335−7.1% | Reduced |
| SlateStone Wealth, LLC | 4,468 | $228.0K | 0.02% | −300−6.3% | Reduced |
| Altfest L J & Co Inc | 4,490 | $229.2K | 0.02% | +4,490 | New |
| Allworth Financial LP | 4,492 | $229.3K | 0.00% | −1,764−28.2% | Reduced |
| Curran Financial Partners, LLC | 4,530 | $231.3K | 0.03% | +227+5.3% | Added |
| HBK Sorce Advisory LLC | 4,099 | $231.3K | 0.00% | +706+20.8% | Added |
| EdgeRock Capital LLC | 4,535 | $231.5K | 0.05% | −319−6.6% | Reduced |
| Kastel Capital Advisors, LLC | 3,952 | $233.3K | 0.15% | +937+31.1% | Added |
| Freestone Capital Holdings, LLC | 4,590 | $234.3K | 0.01% | +4,590 | New |
| RPg Family Wealth Advisory, LLC | 4,669 | $238.3K | 0.04% | 00.0% | Unchanged |
| Cary Street Partners Financial LLC | 4,682 | $239.0K | 0.01% | +4,682 | New |
| Cedarwood Wealth LLC | 4,686 | $239.2K | 0.18% | 00.0% | Unchanged |
| Schneider Downs Wealth Management Advisors, LP | 4,712 | $240.5K | 0.02% | 00.0% | Unchanged |
| Shepherd Street Advisors LLC | 4,262 | $241.0K | 0.21% | −81−1.9% | Reduced |
| Principia Wealth Advisory, LLC | 4,721 | $241.0K | 0.12% | −68−1.4% | Reduced |
| Stone House Investment Management, LLC | 4,750 | $242.5K | 0.03% | +87+1.9% | Added |
| Simon Quick Advisors, LLC | 4,813 | $245.7K | 0.01% | +234+5.1% | Added |
| Advyzon Investment Management, LLC | 4,860 | $248.1K | 0.02% | −77−1.6% | Reduced |
| Insigneo Advisory Services, LLC | 4,916 | $251.0K | 0.01% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 4,946 | $252.5K | 0.11% | 00.0% | Unchanged |
| Rather & Kittrell, Inc. | 4,952 | $252.8K | 0.04% | +153+3.2% | Added |
| BridgePort Financial Solutions, LLC | 4,956 | $253.0K | 0.06% | +429+9.5% | Added |
| Pinnacle Financial Partners, Inc. | 4,961 | $253.3K | 0.00% | +256+5.4% | Added |
| Summit Trail Advisors, LLC | 4,965 | $253.5K | 0.00% | −1,675−25.2% | Reduced |
| Retirement Income Solutions, Inc | 4,296 | $253.6K | 0.04% | 00.0% | Unchanged |
| AA Financial Advisors, LLC | 4,978 | $254.1K | 0.03% | +1,464+41.7% | Added |
| Guardian Wealth Advisors, LLC | 4,987 | $254.6K | 0.01% | +705+16.5% | Added |
| Chicago Capital, LLC | 4,990 | $254.7K | 0.01% | −119−2.3% | Reduced |
| AlphaCore Capital LLC | 5,002 | $255.4K | 0.00% | −593−10.6% | Reduced |
| Intentional Wealth Strategies, LLC | 5,009 | $255.7K | 0.24% | +101+2.1% | Added |
| Becker Capital Management Inc | 5,010 | $255.8K | 0.01% | +230+4.8% | Added |
| Grimes & Company, Inc. | 5,015 | $256.0K | 0.01% | +521+11.6% | Added |
| McAdam, LLC | 5,032 | $256.9K | 0.01% | −341−6.3% | Reduced |
| Adamsbrown Wealth Consultants LLC | 5,042 | $257.4K | 0.05% | +569+12.7% | Added |
| IVC Wealth Advisors LLC | 5,057 | $258.2K | 0.10% | 00.0% | Unchanged |