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 |
|---|---|---|---|---|---|
| Bank of Montreal | 16,719 | $853.5K | 0.00% | −3,436−17.0% | Reduced |
| Revisor Wealth Management LLC | 16,723 | $853.7K | 0.21% | +1,398+9.1% | Added |
| MTM Investment Management, LLC | 16,741 | $854.6K | 0.24% | −1,993−10.6% | Reduced |
| Osbon Capital Management LLC | 16,921 | $863.9K | 0.68% | +11+0.1% | Added |
| JSF Financial, LLC | 17,059 | $870.9K | 0.14% | +5,680+49.9% | Added |
| Stratos Wealth Partners, LTD. | 17,121 | $874.0K | 0.01% | +17,121 | New |
| Soltis Investment Advisors LLC | 17,167 | $876.4K | 0.05% | −1,092−6.0% | Reduced |
| Benchmark Financial Wealth Advisors, LLC | 17,406 | $888.6K | 0.22% | −2,257−11.5% | Reduced |
| Parallel Advisors, LLC | 17,679 | $902.5K | 0.01% | −899−4.8% | Reduced |
| Gamco Investors, Inc. Et Al | 18,100 | $924.0K | 0.01% | +600+3.4% | Added |
| Sovran Advisors, LLC | 16,921 | $939.8K | 0.07% | +3,713+28.1% | Added |
| Silverlake Wealth Management LLC | 18,640 | $951.6K | 0.18% | −597−3.1% | Reduced |
| Aries Wealth Management | 19,096 | $974.9K | 0.19% | −52−0.3% | Reduced |
| LifeGoal Wealth Advisors | 19,381 | $989.4K | 0.45% | 00.0% | Unchanged |
| Financial Partners Group, Inc | 19,664 | $1.00M | 0.10% | −5,341−21.4% | Reduced |
| Hubbell Strickland Wealth Management, LLC | 19,737 | $1.01M | 0.36% | −346−1.7% | Reduced |
| Vise Technologies, Inc. | 19,742 | $1.01M | 0.01% | +2,693+15.8% | Added |
| Bleakley Financial Group, LLC | 19,826 | $1.01M | 0.01% | +714+3.7% | Added |
| Raymond James Financial Inc | 20,181 | $1.03M | 0.00% | −1,078−5.1% | Reduced |
| Wealth Alliance | 20,292 | $1.04M | 0.09% | +196+1.0% | Added |
| Sankala Group LLC | 18,763 | $1.06M | 0.70% | +9,549+103.6% | Added |
| WSFS Capital Management, LLC | 20,785 | $1.06M | 0.05% | +1,116+5.7% | Added |
| Financial Management Professionals, Inc. | 20,798 | $1.06M | 0.10% | 00.0% | Unchanged |
| Mills Wealth Advisors LLC | 21,033 | $1.07M | 0.34% | +2,233+11.9% | Added |
| Principle Wealth Partners LLC | 21,166 | $1.08M | 0.05% | −4,177−16.5% | Reduced |
| Camelot Portfolios, LLC | 21,402 | $1.09M | 0.78% | −90.0% | Reduced |
| SkyOak Wealth, LLC | 21,944 | $1.12M | 0.18% | +21,944 | New |
| Tru Independence Asset Management 2, LLC | 22,010 | $1.12M | 0.61% | 00.0% | Unchanged |
| Highland Financial Advisors, LLC | 22,085 | $1.13M | 0.25% | +1,554+7.6% | Added |
| Maripau Wealth Management LLC | 22,609 | $1.16M | 0.41% | +13,177+139.7% | Added |
| Venture Visionary Partners LLC | 22,800 | $1.16M | 0.03% | +22,800 | New |
| Cane Capital Partners, LLC | 23,340 | $1.19M | 0.48% | −3,430−12.8% | Reduced |
| JT Stratford LLC | 23,428 | $1.20M | 0.13% | +23,428 | New |
| Objective Capital Management, LLC | 23,436 | $1.20M | 1.06% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 23,448 | $1.20M | 0.01% | +502+2.2% | Added |
| Bearing Point Capital, LLC | 23,756 | $1.21M | 0.16% | −7,480−23.9% | Reduced |
| GK Wealth Management LLC | 23,957 | $1.22M | 0.74% | +23,957 | New |
| Clearstead Advisors, LLC | 23,996 | $1.23M | 0.01% | −562−2.3% | Reduced |
| Wedmont Private Capital | 22,064 | $1.23M | 0.03% | +11,151+102.2% | Added |
| CIBC Bancorp USA Inc. | – | $1.25M | 0.00% | – | – |
| Atria Investments LLC | 24,542 | $1.25M | 0.01% | +7,859+47.1% | Added |
| Merit Financial Group, LLC | 24,759 | $1.26M | 0.01% | −683−2.7% | Reduced |
| Pensionmark Financial Group, LLC | 21,653 | $1.27M | 0.02% | −486−2.2% | Reduced |
| Stansberry Asset Management, LLC | 25,619 | $1.31M | 0.12% | +1,079+4.4% | Added |
| Betterment LLC | 25,811 | $1.32M | 0.00% | +4,285+19.9% | Added |
| Bank of America Corp | 25,977 | $1.33M | 0.00% | −3,019−10.4% | Reduced |
| Peloton Wealth Strategists | 26,153 | $1.33M | 0.49% | +1,582+6.4% | Added |
| COFG Advisors, LLC | 26,274 | $1.34M | 0.23% | −10,750−29.0% | Reduced |
| Integrated Wealth Concepts LLC | 26,818 | $1.37M | 0.01% | −1,991−6.9% | Reduced |
| Pallas Capital Advisors LLC | 26,993 | $1.38M | 0.04% | +6,246+30.1% | Added |
| Permian Investment Partners, LP | 27,000 | $1.38M | 0.16% | 00.0% | Unchanged |
| Vista Finance, LLC | 27,288 | $1.39M | 0.78% | −700−2.5% | Reduced |
| Fort Point Capital Partners LLC | 27,393 | $1.40M | 0.15% | +27,393 | New |
| Steward Partners Investment Advisory, LLC | 27,420 | $1.40M | 0.01% | +5,100+22.8% | Added |
| Moneta Group Investment Advisors LLC | 27,474 | $1.40M | 0.01% | +5,038+22.5% | Added |
| High Note Wealth, LLC | 27,801 | $1.42M | 0.24% | +27,801 | New |
| Madison Park Capital Advisors, LLC | 6,744 | $1.43M | 1.02% | −14,949−68.9% | Reduced |
| Financial Designs Corp | 28,136 | $1.44M | 0.77% | −2,073−6.9% | Reduced |
| Alchemi Wealth, LLC | 28,144 | $1.44M | 0.67% | +5,120+22.2% | Added |
| AE Wealth Management LLC | 28,184 | $1.44M | 0.01% | +4,820+20.6% | Added |
| Precision Wealth Strategies, LLC | 28,456 | $1.45M | 0.44% | +7,328+34.7% | Added |
| Walleye Trading LLC | 28,469 | $1.45M | 0.02% | −4,646−14.0% | Reduced |
| Pathstone Holdings, LLC | 28,531 | $1.46M | 0.00% | −29,802−51.1% | Reduced |
| WealthPlan Investment Management, LLC | 29,141 | $1.49M | 0.07% | −82−0.3% | Reduced |
| 180 Wealth Advisors, LLC | 29,198 | $1.49M | 0.15% | −2,462−7.8% | Reduced |
| Warren Averett Asset Management, LLC | 29,274 | $1.49M | 0.01% | +2,497+9.3% | Added |
| Arete Wealth Advisors, LLC | 29,323 | $1.50M | 0.10% | +5,130+21.2% | Added |
| Beacon Pointe Advisors, LLC | 29,525 | $1.51M | 0.01% | +3,361+12.8% | Added |
| Guild Investment Management, Inc. | 29,587 | $1.51M | 1.03% | −764−2.5% | Reduced |
| Firestone Capital Management | 29,780 | $1.52M | 0.28% | +122+0.4% | Added |
| Walser Wealth Management Company, A Ltd Liability Co | 29,878 | $1.53M | 0.63% | −2,326−7.2% | Reduced |
| Abound Wealth Management | 30,221 | $1.54M | 0.31% | +1,150+4.0% | Added |
| Johnson Investment Counsel Inc | 30,533 | $1.56M | 0.01% | +1,910+6.7% | Added |
| SMART Wealth LLC | 30,610 | $1.56M | 0.34% | −6,877−18.3% | Reduced |
| SRS Capital Advisors, Inc. | 30,647 | $1.56M | 0.01% | +28,839+1,595.1% | Added |
| Modus Advisors, LLC | 30,690 | $1.57M | 0.39% | −4,644−13.1% | Reduced |
| Wellspring Financial Advisors, LLC | 30,956 | $1.58M | 0.10% | 00.0% | Unchanged |
| Fidelis Capital Partners, LLC | 31,753 | $1.62M | 0.09% | +5,203+19.6% | Added |
| Innovative Advisory Group, LLC | 32,035 | $1.64M | 1.25% | −3,894−10.8% | Reduced |
| Signal Advisors Wealth, LLC | 32,084 | $1.64M | 0.09% | +8,750+37.5% | Added |
| Wealthcare Advisory Partners LLC | 33,084 | $1.69M | 0.03% | −291−0.9% | Reduced |
| CRA Financial Services, LLC | 33,327 | $1.70M | 0.20% | +2,172+7.0% | Added |
| Keel Point, LLC | 33,428 | $1.71M | 0.10% | +159+0.5% | Added |
| Strategies Wealth Advisors, LLC | 33,962 | $1.73M | 0.16% | +3,245+10.6% | Added |
| Garde Capital, Inc. | 34,083 | $1.74M | 0.08% | +23,357+217.8% | Added |
| Brown Brothers Harriman & Co | 34,221 | $1.75M | 0.01% | +7,794+29.5% | Added |
| Ronald Blue Trust, Inc. | 34,904 | $1.78M | 0.02% | +54+0.2% | Added |
| LaSalle St. Investment Advisors, LLC | 34,952 | $1.78M | 0.22% | −10,254−22.7% | Reduced |
| Claar Advisors LLC | 35,000 | $1.79M | 0.58% | −201,248−85.2% | Reduced |
| Savvy Advisors, Inc. | 35,003 | $1.79M | 0.04% | +27,991+399.2% | Added |
| Bank of New York Mellon Corp | 35,513 | $1.81M | 0.00% | +4,296+13.8% | Added |
| Sivia Capital Partners, LLC | 35,752 | $1.83M | 0.22% | +35,752 | New |
| Mercer Global Advisors Inc | 38,191 | $1.95M | 0.00% | +5,627+17.3% | Added |
| Captrust Financial Advisors | 38,310 | $1.96M | 0.00% | +2,475+6.9% | Added |
| Valeo Financial Advisors, LLC | 38,852 | $1.98M | 0.04% | −3,574−8.4% | Reduced |
| Cerity Partners LLC | 39,142 | $2.00M | 0.00% | +1,895+5.1% | Added |
| Joel Isaacson & Co., LLC | 39,244 | $2.00M | 0.06% | +1,552+4.1% | Added |
| Global Retirement Partners, LLC | 39,686 | $2.03M | 0.03% | +39,686 | New |
| Cambient Family Office, LLC | 39,742 | $2.03M | 0.25% | −11,110−21.8% | Reduced |
| QTR Family Wealth, LLC | 40,017 | $2.04M | 0.71% | −3,267−7.5% | Reduced |