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 |
|---|---|---|---|---|---|
| Spectrum Strategic Capital Management, LLC | 40,810 | $2.08M | 1.03% | +9,190+29.1% | Added |
| Panoramic Investment Advisors, LLC | 40,882 | $2.09M | 1.00% | +40+0.1% | Added |
| LPL Financial LLC | 41,405 | $2.11M | 0.00% | +12,704+44.3% | Added |
| Pasadena Private Wealth, LLC | 41,493 | $2.12M | 0.27% | −2,966−6.7% | Reduced |
| Van Hulzen Asset Management, LLC | 43,043 | $2.20M | 0.16% | −213,272−83.2% | Reduced |
| Kovitz Investment Group Partners, LLC | 43,154 | $2.20M | 0.05% | −47−0.1% | Reduced |
| SCS Capital Management LLC | 43,492 | $2.22M | 0.02% | +3,318+8.3% | Added |
| Fiduciary Alliance LLC | 43,631 | $2.23M | 0.15% | +1,099+2.6% | Added |
| BEAM Asset Management, LLC | 44,310 | $2.26M | 0.50% | +1,060+2.5% | Added |
| Virtu Financial LLC | 45,452 | $2.32M | 0.07% | +37,839+497.0% | Added |
| Arbor Capital Management Inc | 43,715 | $2.33M | 2.29% | −9,207−17.4% | Reduced |
| MAI Capital Management | 45,679 | $2.33M | 0.01% | +28,489+165.7% | Added |
| Mission Wealth Management, LP | 45,710 | $2.33M | 0.03% | +27,012+144.5% | Added |
| Traynor Capital Management, Inc. | 45,867 | $2.34M | 0.11% | −49,682−52.0% | Reduced |
| Haven Private, LLC | 46,555 | $2.38M | 0.90% | +2,188+4.9% | Added |
| Promethium Advisors,llc | 48,532 | $2.48M | 1.19% | +48,532 | New |
| IPG Investment Advisors LLC | 48,962 | $2.50M | 0.36% | +13,702+38.9% | Added |
| Nwam LLC | 49,145 | $2.51M | 0.13% | −1,349−2.7% | Reduced |
| Abundance Wealth Counselors | 49,996 | $2.55M | 0.17% | +25,127+101.0% | Added |
| Kingsview Wealth Management, LLC | 50,194 | $2.56M | 0.03% | −3,159−5.9% | Reduced |
| LFG Wealth Partners, LLC | 51,869 | $2.65M | 1.24% | +7,768+17.6% | Added |
| Perigon Wealth Management, LLC | 52,099 | $2.66M | 0.04% | +39,761+322.3% | Added |
| First Heartland Consultants, Inc. | 52,945 | $2.70M | 0.18% | +290+0.6% | Added |
| GWM Advisors LLC | 53,790 | $2.75M | 0.01% | −25,151−31.9% | Reduced |
| KDK Private Wealth Management, LLC | 54,002 | $2.76M | 2.29% | +983+1.9% | Added |
| US Bancorp | 54,457 | $2.78M | 0.00% | +37,051+212.9% | Added |
| Advisory Services Network, LLC | 54,812 | $2.80M | 0.03% | −5,455−9.1% | Reduced |
| Avenir Tech Ltd | 58,616 | $2.99M | 0.49% | 00.0% | Unchanged |
| Farringdon Capital, Ltd. | 58,767 | $3.00M | 1.49% | +8,001+15.8% | Added |
| Brookstone Capital Management | 58,955 | $3.01M | 0.03% | +3,520+6.3% | Added |
| PTM Wealth Management, LLC | 54,323 | $3.03M | 1.37% | +3,801+7.5% | Added |
| Cambridge Advisors Inc. | 59,471 | $3.04M | 0.52% | +943+1.6% | Added |
| Smart Money Group LLC | 59,633 | $3.04M | 0.78% | −227−0.4% | Reduced |
| Element Pointe Advisors, LLC | 60,029 | $3.06M | 0.49% | +2,908+5.1% | Added |
| Farther Finance Advisors, LLC | 61,541 | $3.14M | 0.02% | +4,075+7.1% | Added |
| Vista Investment Partners II, LLC | 61,819 | $3.16M | 1.24% | +6,433+11.6% | Added |
| Milestone Asset Management Group, LLC | 62,545 | $3.19M | 1.61% | +1,057+1.7% | Added |
| Wealthspire Advisors, LLC | 62,642 | $3.20M | 0.02% | +62,642 | New |
| Spire Wealth Management | 62,903 | $3.21M | 0.10% | +8,217+15.0% | Added |
| SFMG, LLC | 63,247 | $3.23M | 0.20% | +6,332+11.1% | Added |
| Am Investment Strategies LLC | 64,380 | $3.29M | 0.63% | −999−1.5% | Reduced |
| First Trust Advisors LP | 64,721 | $3.30M | 0.00% | −12,259−15.9% | Reduced |
| PYA Waltman Capital, LLC | 64,923 | $3.31M | 0.79% | −315−0.5% | Reduced |
| DecisionMap Wealth Management, LLC | 65,390 | $3.34M | 1.87% | +4,481+7.4% | Added |
| Evexia Wealth LLC | 63,434 | $3.53M | 0.95% | +6,923+12.3% | Added |
| Mad River Investors | 70,369 | $3.59M | 1.34% | +300.0% | Added |
| Meitav Dash Investments Ltd | 71,677 | $3.66M | 0.02% | +17,507+32.3% | Added |
| Northwestern Mutual Wealth Management Co | 72,984 | $3.73M | 0.00% | +1,298+1.8% | Added |
| Savant Capital, LLC | 71,825 | $3.96M | 0.01% | +66,277+1,194.6% | Added |
| HRT Financial LP | 80,013 | $4.08M | 0.01% | +80,013 | New |
| Mutual Advisors, LLC | 80,383 | $4.10M | 0.08% | +2,450+3.1% | Added |
| Wealth Enhancement Advisory Services, LLC | 74,804 | $4.16M | 0.01% | −6,282−7.7% | Reduced |
| Foundations Investment Advisors, LLC | 83,023 | $4.24M | 0.04% | +1,606+2.0% | Added |
| Sky-Mountain Capital Management, Inc. | 85,233 | $4.35M | 3.12% | +895+1.1% | Added |
| CI Private Wealth, LLC | 86,368 | $4.41M | 0.01% | −6,577−7.1% | Reduced |
| EP Wealth Advisors, LLC | 88,593 | $4.52M | 0.02% | +37,185+72.3% | Added |
| Avaii Wealth Management, LLC | 89,149 | $4.55M | 1.34% | −28,956−24.5% | Reduced |
| Childress Capital Advisors, LLC | 89,506 | $4.57M | 0.75% | +55,649+164.4% | Added |
| Beaird Harris Wealth Management, LLC | 90,014 | $4.60M | 0.29% | +23,763+35.9% | Added |
| Colony Group, LLC | 94,985 | $4.85M | 0.00% | −2,932−3.0% | Reduced |
| Sepio Capital, LP | 95,806 | $4.89M | 0.25% | +51,650+117.0% | Added |
| Concurrent Investment Advisors, LLC | 99,662 | $5.09M | 0.04% | +21,519+27.5% | Added |
| Fiduciary Trust Co | 101,644 | $5.19M | 0.06% | +6,000+6.3% | Added |
| MML Investors Services, LLC | 101,869 | $5.20M | 0.01% | −5,206−4.9% | Reduced |
| Allegheny Financial Group LTD | 102,569 | $5.24M | 0.56% | −63−0.1% | Reduced |
| SevenBridge Financial Group, LLC | 93,147 | $5.27M | 0.77% | +7,816+9.2% | Added |
| Libra Wealth LLC | 105,375 | $5.38M | 1.37% | +11,658+12.4% | Added |
| Goldman Sachs Group Inc | 105,840 | $5.40M | 0.00% | −320,715−75.2% | Reduced |
| Kingswood Wealth Advisors, LLC | 109,405 | $5.59M | 0.23% | −2,579−2.3% | Reduced |
| Wealth Quarterback LLC | 110,423 | $5.64M | 1.74% | +6,818+6.6% | Added |
| Aptus Capital Advisors, LLC | 111,382 | $5.69M | 0.04% | +14,013+14.4% | Added |
| Courage Capital Management LLC | 115,865 | $5.92M | 8.79% | −55,000−32.2% | Reduced |
| Alamea Verwaltungs GmbH | 117,771 | $6.01M | 4.80% | 00.0% | Unchanged |
| Ieq Capital, LLC | 118,895 | $6.07M | 0.03% | +2,671+2.3% | Added |
| Lido Advisors, LLC | 122,633 | $6.26M | 0.02% | +4,206+3.6% | Added |
| Simplex Trading, LLC | 123,438 | $6.30M | 0.16% | +52,749+74.6% | Added |
| Kestra Private Wealth Services, LLC | 123,587 | $6.31M | 0.07% | +23,384+23.3% | Added |
| Sanctuary Advisors, LLC | 141,996 | $7.25M | 0.03% | +23,437+19.8% | Added |
| Creative Planning | 152,248 | $7.77M | 0.00% | −8,736−5.4% | Reduced |
| Park Avenue Securities LLC | 155,785 | $7.95M | 0.05% | +31,164+25.0% | Added |
| Marex Group plc | 156,056 | $7.97M | 0.06% | +19,065+13.9% | Added |
| Archetype Wealth Partners | 156,831 | $8.01M | 0.95% | +21,976+16.3% | Added |
| Parcion Private Wealth LLC | 163,257 | $8.33M | 0.46% | +13,014+8.7% | Added |
| Commonwealth Equity Services, LLC | 163,437 | $8.34M | 0.01% | −24,356−13.0% | Reduced |
| Qube Research & Technologies Ltd | 164,541 | $8.40M | 0.01% | +136,669+490.3% | Added |
| Great Point Wealth Advisors, LLC | 166,142 | $8.48M | 1.37% | +1,845+1.1% | Added |
| Bayshore Capital Advisors, LLC | 167,499 | $8.55M | 3.99% | +126,326+306.8% | Added |
| Citrine Capital LLC | 167,780 | $8.57M | 3.17% | +29,604+21.4% | Added |
| Berman McAleer LLC | 175,261 | $8.95M | 1.04% | +18,020+11.5% | Added |
| Flow Traders U.S. LLC | 181,320 | $9.26M | 0.38% | +181,320 | New |
| Advisor Group Holdings, Inc. | 181,794 | $9.28M | 0.01% | +44,204+32.1% | Added |
| Cambridge Investment Research Advisors, Inc. | 192,363 | $9.82M | 0.02% | +29,904+18.4% | Added |
| Kestra Advisory Services, LLC | 192,511 | $9.83M | 0.03% | −561−0.3% | Reduced |
| Jump Financial, LLC | 211,771 | $10.8M | 0.10% | +184,412+674.0% | Added |
| Atlas Wealth Partners, LLC | 216,461 | $11.1M | 12.07% | +4,045+1.9% | Added |
| Renaissance Technologies LLC | 216,500 | $11.1M | 0.02% | +161,400+292.9% | Added |
| Winton Group Ltd | 218,078 | $11.1M | 0.36% | 00.0% | Unchanged |
| Atomic Invest LLC | 229,404 | $12.0M | 1.06% | −2,051−0.9% | Reduced |
| Compass Ion Advisors, LLC | 242,288 | $12.4M | 1.07% | −8,511−3.4% | Reduced |
| Quadrature Capital Ltd | 248,454 | $12.7M | 0.11% | +221,141+809.7% | Added |