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 |
|---|---|---|---|---|---|
| Massachusetts Wealth Management | 8,767 | $447.6K | 0.17% | −100−1.1% | Reduced |
| Two Sigma Securities, LLC | 8,781 | $448.3K | 0.04% | +8,781 | New |
| OneAscent Financial Services LLC | 8,844 | $451.5K | 0.02% | +951+12.0% | Added |
| Split Rock Private Trading & Wealth Management, LLC | 8,854 | $452.0K | 0.31% | +1,023+13.1% | Added |
| Kiker Wealth Management, LLC | 8,927 | $455.7K | 0.18% | 00.0% | Unchanged |
| Action Point Financial Planning, LLC | 8,973 | $456.0K | 0.05% | +8,973 | New |
| Tectonic Advisors LLC | 8,944 | $456.6K | 0.02% | +4,098+84.6% | Added |
| We Are One Seven, LLC | 8,949 | $456.8K | 0.01% | +428+5.0% | Added |
| Fairview Capital Investment Management, LLC | 8,965 | $457.7K | 0.02% | +2,015+29.0% | Added |
| Delta Investment Management, LLC | 9,079 | $463.5K | 0.08% | −2,828−23.8% | Reduced |
| Wesbanco Bank Inc | 9,185 | $468.9K | 0.01% | +480+5.5% | Added |
| Prosperity Planning, Inc. | 9,330 | $476.3K | 0.11% | +30+0.3% | Added |
| Activest Wealth Management | 9,451 | $482.4K | 0.09% | −18,348−66.0% | Reduced |
| NBC Securities, Inc. | 9,513 | $485.6K | 0.03% | +389+4.3% | Added |
| Rahlfs Capital, LLC | 9,550 | $487.5K | 0.36% | −700−6.8% | Reduced |
| Quantinno Capital Management LP | 9,633 | $491.8K | 0.00% | +2,531+35.6% | Added |
| Resources Investment Advisors, LLC. | 9,657 | $493.0K | 0.00% | +835+9.5% | Added |
| Wealth Dimensions Group, Ltd. | 9,664 | $493.4K | 0.09% | 00.0% | Unchanged |
| Equitable Trust Co | 9,763 | $498.4K | 0.02% | 00.0% | Unchanged |
| Clientfirst Wealth Management, LLC | 9,793 | $499.9K | 0.41% | 00.0% | Unchanged |
| Roman Butler Fullerton & Co | 9,291 | $502.9K | 0.12% | +444+5.0% | Added |
| Crestwood Advisors Group LLC | 9,874 | $504.1K | 0.01% | +500+5.3% | Added |
| Samalin Investment Counsel, LLC | 9,874 | $504.1K | 0.16% | +119+1.2% | Added |
| Regatta Capital Group, LLC | 9,914 | $506.1K | 0.07% | +374+3.9% | Added |
| M. Kulyk & Associates, LLC | 9,983 | $509.6K | 0.08% | 00.0% | Unchanged |
| Secure Asset Management, LLC | 10,084 | $514.8K | 0.07% | +961+10.5% | Added |
| Sweeney & Michel, LLC | 9,280 | $524.6K | 0.14% | −750−7.5% | Reduced |
| Spartan Wealth Advisory Services LLC | 10,323 | $527.0K | 0.04% | +5,659+121.3% | Added |
| Instrumental Wealth, LLC | 10,345 | $528.1K | 0.27% | +100+1.0% | Added |
| Parkside Financial Bank & Trust | 10,367 | $529.2K | 0.04% | 00.0% | Unchanged |
| Verus Financial Partners, Inc. | 10,447 | $533.3K | 0.05% | 00.0% | Unchanged |
| Kapstone Financial Advisors LLC | 10,505 | $536.3K | 0.22% | −1,245−10.6% | Reduced |
| Capital Performance Advisors LLP | 10,556 | $538.9K | 0.03% | −882−7.7% | Reduced |
| Basecamp Wealth Advisors LLC | 10,565 | $539.4K | 0.10% | +4,484+73.7% | Added |
| Financial Management Network Inc | 9,747 | $544.1K | 0.08% | −38−0.4% | Reduced |
| Endowment Wealth Management, Inc. | 10,706 | $546.6K | 0.21% | +1,703+18.9% | Added |
| Cadia Private Client LLC | 10,776 | $550.1K | 0.39% | +1,415+15.1% | Added |
| Catalytic Wealth RIA, LLC | 10,891 | $556.0K | 0.03% | −12,936−54.3% | Reduced |
| Axq Capital, LP | 10,894 | $556.1K | 0.06% | +10,894 | New |
| Ethos Financial Group, LLC | 10,195 | $563.7K | 0.04% | −2,521−19.8% | Reduced |
| Wealth Group Ltd | 11,090 | $566.1K | 0.11% | +1,251+12.7% | Added |
| GWN Securities Inc. | 11,132 | $568.3K | 0.10% | −1,413−11.3% | Reduced |
| Warren Street Wealth Advisors, LLC | 11,264 | $575.0K | 0.13% | 00.0% | Unchanged |
| Forum Financial Management, LP | 11,300 | $576.9K | 0.01% | 00.0% | Unchanged |
| Drive Wealth Management, LLC | 11,457 | $584.9K | 0.10% | +839+7.9% | Added |
| Meridian Wealth Advisors, LLC | 11,500 | $587.1K | 0.07% | +1,500+15.0% | Added |
| Canvas Wealth Advisors, LLC | 11,613 | $592.8K | 0.08% | −901−7.2% | Reduced |
| Lansing Street Advisors | 11,627 | $593.6K | 0.13% | −29,914−72.0% | Reduced |
| Sound Portfolio Advisors, LLC | 11,760 | $600.3K | 0.43% | +2,624+28.7% | Added |
| Sequoia Financial Advisors, LLC | 11,789 | $601.8K | 0.00% | −1,996−14.5% | Reduced |
| Perryman Financial Advisory Inc | 11,887 | $606.8K | 0.08% | +218+1.9% | Added |
| Investment Advisory Services Group LLC | 12,034 | $614.3K | 0.45% | +1,199+11.1% | Added |
| Clear Creek Financial Management, LLC | 12,173 | $621.4K | 0.04% | +262+2.2% | Added |
| Synergy Financial Group, LTD | 12,357 | $630.8K | 0.45% | 00.0% | Unchanged |
| Estate Planners Group, LLC | 12,437 | $634.9K | 0.29% | +2,955+31.2% | Added |
| Headlands Technologies LLC | 12,480 | $637.1K | 0.07% | +6,907+123.9% | Added |
| Daymark Wealth Partners, LLC | 12,497 | $638.0K | 0.02% | −397−3.1% | Reduced |
| TCW Group Inc | 12,553 | $640.8K | 0.00% | 00.0% | Unchanged |
| Wiser Wealth Management, Inc | 12,580 | $642.2K | 0.12% | +6,919+122.2% | Added |
| Pure Financial Advisors, Inc. | 12,606 | $643.5K | 0.01% | +1,824+16.9% | Added |
| Rochester Wealth Strategies, LLC | 12,616 | $644.0K | 0.36% | +2,699+27.2% | Added |
| Bauman Advisory Group, LLC | 12,632 | $644.9K | 0.34% | +345+2.8% | Added |
| RMB Capital Management, LLC | 12,662 | $646.4K | 0.01% | −1,224−8.8% | Reduced |
| Eagle Strategies LLC | 12,699 | $648.3K | 0.06% | +2,356+22.8% | Added |
| Whitaker-Myers Wealth Managers, LTD. | 12,732 | $650.0K | 0.11% | +2,297+22.0% | Added |
| Eagle Global Advisors LLC | 12,800 | $653.4K | 0.02% | 00.0% | Unchanged |
| Angeles Wealth Management, LLC | 12,827 | $654.8K | 0.03% | +4,500+54.0% | Added |
| Bogart Wealth, LLC | 12,839 | $655.4K | 0.02% | +5,857+83.9% | Added |
| Citizens National Bank Trust Department | 13,055 | $666.5K | 0.10% | 00.0% | Unchanged |
| Larson Financial Group LLC | 13,300 | $678.9K | 0.02% | +1,135+9.3% | Added |
| Meridian Wealth Management, LLC | 13,449 | $686.6K | 0.02% | −5,363−28.5% | Reduced |
| Diversify Wealth Management, LLC | 12,194 | $689.1K | 0.01% | −213,975−94.6% | Reduced |
| Diversify Advisory Services, LLC | 12,194 | $689.1K | 0.01% | +12,194 | New |
| Falcon Wealth Planning | 13,502 | $689.3K | 0.04% | +508+3.9% | Added |
| Vestor Capital, LLC | 5,050 | $690.0K | 0.06% | −247−4.7% | Reduced |
| Sunesis Advisors, LLC | 13,761 | $702.5K | 0.29% | 00.0% | Unchanged |
| Upper Left Wealth Management, LLC | 13,774 | $703.2K | 0.39% | +693+5.3% | Added |
| Commerce Bank | 13,959 | $712.6K | 0.00% | +1,787+14.7% | Added |
| Five Pine Wealth Management | 13,984 | $713.9K | 0.40% | +1,921+15.9% | Added |
| Ancora Advisors, LLC | 14,145 | $722.1K | 0.01% | −5,759−28.9% | Reduced |
| National Wealth Management Group, LLC | 14,286 | $729.3K | 0.23% | −2,162−13.1% | Reduced |
| KFG Wealth Management, LLC | 14,372 | $733.7K | 0.08% | +4,164+40.8% | Added |
| Strata Wealth Advisors, LLC | 14,373 | $733.7K | 0.18% | 00.0% | Unchanged |
| Marietta Wealth Management, LLC | 14,470 | $738.7K | 0.08% | 00.0% | Unchanged |
| Robertson Stephens Wealth Management, LLC | 14,803 | $755.7K | 0.02% | +501+3.5% | Added |
| CFO4Life Group, LLC | 14,861 | $758.6K | 0.10% | +5,073+51.8% | Added |
| Great Valley Advisor Group, Inc. | 14,883 | $759.5K | 0.01% | −416−2.7% | Reduced |
| WESCAP Management Group, Inc. | 14,901 | $760.7K | 0.14% | 00.0% | Unchanged |
| Waldron Private Wealth LLC | 15,080 | $769.8K | 0.03% | +1,710+12.8% | Added |
| Relyea Zuckerberg Hanson LLC | 15,245 | $778.3K | 0.06% | +883+6.1% | Added |
| Cim, LLC | 15,480 | $790.3K | 0.10% | +338+2.2% | Added |
| Stratos Wealth Advisors, LLC | 15,596 | $796.2K | 0.04% | −76−0.5% | Reduced |
| Essex Financial Services, Inc. | 15,602 | $796.5K | 0.04% | −1,189−7.1% | Reduced |
| Strive Financial Group ,LLC | 15,641 | $798.5K | 0.35% | +15,641 | New |
| Timber Creek Capital Management LLC | 15,737 | $803.4K | 0.16% | +4,363+38.4% | Added |
| Clark Wealth Partners | 16,006 | $817.1K | 0.46% | +15,991+106,606.7% | Added |
| Proficio Capital Partners LLC | 16,075 | $820.6K | 0.03% | −1,200−6.9% | Reduced |
| Bedel Financial Consulting, Inc. | 16,368 | $835.6K | 0.08% | +191+1.2% | Added |
| Mustard Seed Financial, LLC | 16,497 | $842.2K | 0.44% | +30.0% | Added |
| Condor Capital Management | 16,571 | $846.0K | 0.06% | +1,260+8.2% | Added |