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 |
|---|---|---|---|---|---|
| BCJ Capital Management, LLC | 5,074 | $259.0K | 0.01% | +570+12.7% | Added |
| Summit Financial, LLC | 5,080 | $259.4K | 0.00% | −22,207−81.4% | Reduced |
| Sentinel Pension Advisors Inc | 4,674 | $260.9K | 0.03% | +401+9.4% | Added |
| Marble Wealth, LLC | 5,172 | $264.0K | 0.04% | −52−1.0% | Reduced |
| AMG National Trust Bank | 5,205 | $265.7K | 0.01% | 00.0% | Unchanged |
| Claro Advisors LLC | 5,208 | $265.9K | 0.03% | −663−11.3% | Reduced |
| Avestar Capital, LLC | 5,236 | $267.3K | 0.02% | −175−3.2% | Reduced |
| Prime Capital Investment Advisors, LLC | 5,268 | $268.9K | 0.00% | −2,088−28.4% | Reduced |
| Compass Capital Corp | 4,852 | $269.0K | 0.09% | +517+11.9% | Added |
| Truvestments Capital LLC | 5,316 | $271.4K | 0.04% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 5,350 | $273.1K | 0.00% | +1,250+30.5% | Added |
| United Capital Financial Advisers, LLC | 5,361 | $273.3K | 0.00% | −242−4.3% | Reduced |
| Appleton Partners Inc | 5,361 | $274.0K | 0.02% | +492+10.1% | Added |
| PFG Investments, LLC | 5,374 | $274.3K | 0.01% | +379+7.6% | Added |
| Gryphon Financial Partners LLC | 5,380 | $274.6K | 0.02% | 00.0% | Unchanged |
| Allied Private Wealth LLC | 5,075 | $274.9K | 0.18% | +5,075 | New |
| Rehmann Capital Advisory Group | 5,419 | $276.7K | 0.01% | −2,024−27.2% | Reduced |
| Transcend Wealth Collective, LLC | 5,428 | $277.1K | 0.02% | 00.0% | Unchanged |
| Wealth Management Nebraska | 5,445 | $278.0K | 0.02% | +860+18.8% | Added |
| Tocqueville Asset Management L.P. | 5,450 | $278.2K | 0.00% | 00.0% | Unchanged |
| Vestia Personal Wealth Advisors | 5,464 | $278.9K | 0.11% | +5,464 | New |
| Vicus Capital | 5,476 | $279.6K | 0.02% | −301−5.2% | Reduced |
| Sage Mountain Advisors LLC | 5,481 | $279.8K | 0.02% | 00.0% | Unchanged |
| Cooper Financial Group | 5,497 | $280.6K | 0.02% | +716+15.0% | Added |
| Clarus Group, Inc. | 5,500 | $280.8K | 0.10% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 5,502 | $280.9K | 0.01% | +5,502 | New |
| MONECO Advisors, LLC | 5,518 | $281.7K | 0.02% | +5,518 | New |
| Sandy Cove Advisors, LLC | 5,520 | $281.8K | 0.07% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 5,590 | $285.4K | 0.00% | +644+13.0% | Added |
| Smartleaf Asset Management LLC | 5,470 | $287.3K | 0.01% | 00.0% | Unchanged |
| CMG Global Holdings, LLC | 5,633 | $287.6K | 0.12% | −24,302−81.2% | Reduced |
| Horizon Kinetics Asset Management LLC | 5,681 | $290.0K | 0.00% | 00.0% | Unchanged |
| CLG LLC | 5,726 | $292.3K | 0.06% | −2,185−27.6% | Reduced |
| Beacon Capital Management, LLC | 5,729 | $292.5K | 0.04% | −873−13.2% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 5,743 | $293.2K | 0.01% | −26,241−82.0% | Reduced |
| Founders Financial Securities LLC | 5,774 | $294.8K | 0.02% | 00.0% | Unchanged |
| Redhawk Wealth Advisors, Inc. | 5,780 | $295.1K | 0.03% | −1,097−16.0% | Reduced |
| Stokes Family Office, LLC | 5,784 | $295.3K | 0.03% | +342+6.3% | Added |
| Cape Investment Advisory, Inc. | 5,795 | $295.8K | 0.08% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 5,804 | $296.3K | 0.02% | 00.0% | Unchanged |
| Worth Asset Management, LLC | 5,829 | $297.6K | 0.10% | +5,829 | New |
| Werba Rubin Papier Wealth Management | 5,878 | $300.1K | 0.04% | +1,684+40.2% | Added |
| Asset Dedication, LLC | 5,895 | $300.9K | 0.02% | 00.0% | Unchanged |
| Central Trust Co | 5,922 | $302.3K | 0.01% | 00.0% | Unchanged |
| Sowell Financial Services LLC | 5,966 | $304.6K | 0.01% | +692+13.1% | Added |
| Wealth Effects LLC | 6,005 | $306.6K | 0.08% | +65+1.1% | Added |
| Drucker Wealth 3.0, LLC | 6,009 | $306.7K | 0.05% | −1,914−24.2% | Reduced |
| Heritage Trust Co | 6,130 | $312.9K | 0.03% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 6,155 | $314.2K | 0.01% | −200−3.1% | Reduced |
| Franklin Resources Inc | 6,156 | $314.3K | 0.00% | +40+0.7% | Added |
| Bitterroot Capital Advisors LLC | 6,170 | $315.0K | 0.19% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 6,194 | $316.2K | 0.02% | +379+6.5% | Added |
| Moors & Cabot, Inc. | 6,240 | $318.6K | 0.01% | +22+0.4% | Added |
| Prasad Wealth Partners, LLC | 6,254 | $319.3K | 0.08% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 6,325 | $323.0K | 0.00% | −44−0.7% | Reduced |
| Crown Wealth Group, LLC | 6,352 | $324.3K | 0.08% | 00.0% | Unchanged |
| Union Bancaire Privee, UBP SA | 7,690 | $326.3K | 0.01% | 00.0% | Unchanged |
| StoryOne LLC | 6,412 | $327.3K | 0.15% | +6,412 | Added |
| The PNC Financial Services Group, Inc. | 6,429 | $328.2K | 0.00% | +2,067+47.4% | Added |
| Legacy Financial Advisors, Inc. | 6,449 | $329.2K | 0.04% | +173+2.8% | Added |
| Mount Yale Investment Advisors, LLC | 6,483 | $331.0K | 0.01% | +6,483 | New |
| Steel Peak Wealth Management LLC | 6,511 | $332.4K | 0.01% | −16,013−71.1% | Reduced |
| Brighton Jones LLC | 6,556 | $334.7K | 0.01% | −1,380−17.4% | Reduced |
| Bridgewater Advisors Inc. | 6,038 | $335.7K | 0.02% | +6,038 | New |
| Capital Investment Advisors, LLC | 6,605 | $337.2K | 0.00% | 00.0% | Unchanged |
| Westover Capital Advisors, LLC | 6,735 | $343.8K | 0.06% | −800−10.6% | Reduced |
| Centerpoint Advisors, LLC | 6,778 | $346.0K | 0.10% | +5+0.1% | Added |
| Shade Tree Advisors LLC | 6,894 | $351.9K | 0.20% | +1,794+35.2% | Added |
| Thoroughbred Financial Services, LLC | 6,896 | $352.0K | 0.02% | −174−2.5% | Reduced |
| J.W. Cole Advisors, Inc. | 6,933 | $353.9K | 0.01% | +6,933 | New |
| Belvedere Trading LLC | 7,030 | $358.9K | 0.03% | +7,030 | New |
| KMG Fiduciary Partners, LLC | 7,077 | $361.3K | 0.03% | +20+0.3% | Added |
| Pine Valley Investments Ltd Liability Co | 7,207 | $367.9K | 0.02% | +565+8.5% | Added |
| Solstein Capital, LLC | 7,249 | $370.1K | 0.13% | 00.0% | Unchanged |
| Corps Capital Advisors, LLC | 7,322 | $373.8K | 0.30% | −8,860−54.8% | Reduced |
| Guidance Point Advisors, LLC | 7,336 | $374.7K | 0.08% | −576−7.3% | Reduced |
| RSM US Wealth Management LLC | 7,419 | $378.8K | 0.00% | −17,433−70.1% | Reduced |
| Broussard Financial Group LLC | 7,460 | $380.8K | 0.31% | +7,460 | New |
| East Coast Asset Management, LLC. | 7,550 | $385.4K | 0.11% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 7,635 | $389.8K | 0.06% | −822−9.7% | Reduced |
| Liberty Wealth Management LLC | 6,668 | $393.6K | 0.05% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 7,910 | $403.8K | 0.02% | +347+4.6% | Added |
| AdvisorNet Financial, Inc | 7,978 | $407.3K | 0.02% | −60−0.7% | Reduced |
| Bryn Mawr Trust Co | 7,991 | $407.9K | 0.01% | +3,160+65.4% | Added |
| SkyView Investment Advisors, LLC | 8,000 | $408.0K | 0.32% | +2,000+33.3% | Added |
| Brown Advisory Inc | 8,000 | $408.4K | 0.00% | 00.0% | Unchanged |
| Dudley Capital Management, LLC | 8,033 | $410.1K | 0.16% | −50−0.6% | Reduced |
| Anson Capital, Inc. | 8,093 | $413.1K | 0.27% | −1,331−14.1% | Reduced |
| Matauro, LLC | 8,134 | $415.3K | 0.05% | −172−2.1% | Reduced |
| Weil Company, Inc. | 8,140 | $415.5K | 0.07% | −7,731−48.7% | Reduced |
| Alpha Financial Partners, LLC | 8,246 | $420.9K | 0.22% | +8,246 | New |
| Basso Capital Management, L.P. | 8,350 | $426.3K | 0.11% | −2,500−23.0% | Reduced |
| Associated Banc-Corp | 8,352 | $426.4K | 0.01% | 00.0% | Unchanged |
| Platform Technology Partners | 8,408 | $429.2K | 0.07% | +2,202+35.5% | Added |
| IFP Advisors, Inc | 8,428 | $430.2K | 0.01% | −3,862−31.4% | Reduced |
| Intellectus Partners, LLC | 8,436 | $430.6K | 0.07% | +361+4.5% | Added |
| Belpointe Asset Management LLC | 8,451 | $431.4K | 0.01% | −7,170−45.9% | Reduced |
| Everett Harris & Co | 8,709 | $444.6K | 0.01% | +70+0.8% | Added |
| Quantify Chaos Advisors, LLC | 8,756 | $447.0K | 1.26% | +96+1.1% | Added |
| Checchi Capital Advisers, LLC | 8,760 | $447.2K | 0.03% | +8,760 | New |