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 |
|---|---|---|---|---|---|
| Advisory Services Network, LLC | 54,812 | $2.80M | 0.03% | −5,455−9.1% | Reduced |
| US Bancorp | 54,457 | $2.78M | 0.00% | +37,051+212.9% | Added |
| KDK Private Wealth Management, LLC | 54,002 | $2.76M | 2.29% | +983+1.9% | Added |
| GWM Advisors LLC | 53,790 | $2.75M | 0.01% | −25,151−31.9% | Reduced |
| First Heartland Consultants, Inc. | 52,945 | $2.70M | 0.18% | +290+0.6% | Added |
| Perigon Wealth Management, LLC | 52,099 | $2.66M | 0.04% | +39,761+322.3% | Added |
| LFG Wealth Partners, LLC | 51,869 | $2.65M | 1.24% | +7,768+17.6% | Added |
| Kingsview Wealth Management, LLC | 50,194 | $2.56M | 0.03% | −3,159−5.9% | Reduced |
| Abundance Wealth Counselors | 49,996 | $2.55M | 0.17% | +25,127+101.0% | Added |
| Nwam LLC | 49,145 | $2.51M | 0.13% | −1,349−2.7% | Reduced |
| IPG Investment Advisors LLC | 48,962 | $2.50M | 0.36% | +13,702+38.9% | Added |
| Promethium Advisors,llc | 48,532 | $2.48M | 1.19% | +48,532 | New |
| Haven Private, LLC | 46,555 | $2.38M | 0.90% | +2,188+4.9% | Added |
| Traynor Capital Management, Inc. | 45,867 | $2.34M | 0.11% | −49,682−52.0% | Reduced |
| Mission Wealth Management, LP | 45,710 | $2.33M | 0.03% | +27,012+144.5% | Added |
| MAI Capital Management | 45,679 | $2.33M | 0.01% | +28,489+165.7% | Added |
| Arbor Capital Management Inc | 43,715 | $2.33M | 2.29% | −9,207−17.4% | Reduced |
| Virtu Financial LLC | 45,452 | $2.32M | 0.07% | +37,839+497.0% | Added |
| BEAM Asset Management, LLC | 44,310 | $2.26M | 0.50% | +1,060+2.5% | Added |
| Fiduciary Alliance LLC | 43,631 | $2.23M | 0.15% | +1,099+2.6% | Added |
| SCS Capital Management LLC | 43,492 | $2.22M | 0.02% | +3,318+8.3% | Added |
| Kovitz Investment Group Partners, LLC | 43,154 | $2.20M | 0.05% | −47−0.1% | Reduced |
| Van Hulzen Asset Management, LLC | 43,043 | $2.20M | 0.16% | −213,272−83.2% | Reduced |
| Pasadena Private Wealth, LLC | 41,493 | $2.12M | 0.27% | −2,966−6.7% | Reduced |
| LPL Financial LLC | 41,405 | $2.11M | 0.00% | +12,704+44.3% | Added |
| Panoramic Investment Advisors, LLC | 40,882 | $2.09M | 1.00% | +40+0.1% | Added |
| Spectrum Strategic Capital Management, LLC | 40,810 | $2.08M | 1.03% | +9,190+29.1% | Added |
| QTR Family Wealth, LLC | 40,017 | $2.04M | 0.71% | −3,267−7.5% | Reduced |
| Cambient Family Office, LLC | 39,742 | $2.03M | 0.25% | −11,110−21.8% | Reduced |
| Global Retirement Partners, LLC | 39,686 | $2.03M | 0.03% | +39,686 | New |
| Joel Isaacson & Co., LLC | 39,244 | $2.00M | 0.06% | +1,552+4.1% | Added |
| Cerity Partners LLC | 39,142 | $2.00M | 0.00% | +1,895+5.1% | Added |
| Valeo Financial Advisors, LLC | 38,852 | $1.98M | 0.04% | −3,574−8.4% | Reduced |
| Captrust Financial Advisors | 38,310 | $1.96M | 0.00% | +2,475+6.9% | Added |
| Mercer Global Advisors Inc | 38,191 | $1.95M | 0.00% | +5,627+17.3% | Added |
| Sivia Capital Partners, LLC | 35,752 | $1.83M | 0.22% | +35,752 | New |
| Bank of New York Mellon Corp | 35,513 | $1.81M | 0.00% | +4,296+13.8% | Added |
| Savvy Advisors, Inc. | 35,003 | $1.79M | 0.04% | +27,991+399.2% | Added |
| Claar Advisors LLC | 35,000 | $1.79M | 0.58% | −201,248−85.2% | Reduced |
| LaSalle St. Investment Advisors, LLC | 34,952 | $1.78M | 0.22% | −10,254−22.7% | Reduced |
| Ronald Blue Trust, Inc. | 34,904 | $1.78M | 0.02% | +54+0.2% | Added |
| Brown Brothers Harriman & Co | 34,221 | $1.75M | 0.01% | +7,794+29.5% | Added |
| Garde Capital, Inc. | 34,083 | $1.74M | 0.08% | +23,357+217.8% | Added |
| Strategies Wealth Advisors, LLC | 33,962 | $1.73M | 0.16% | +3,245+10.6% | Added |
| Keel Point, LLC | 33,428 | $1.71M | 0.10% | +159+0.5% | Added |
| CRA Financial Services, LLC | 33,327 | $1.70M | 0.20% | +2,172+7.0% | Added |
| Wealthcare Advisory Partners LLC | 33,084 | $1.69M | 0.03% | −291−0.9% | Reduced |
| Signal Advisors Wealth, LLC | 32,084 | $1.64M | 0.09% | +8,750+37.5% | Added |
| Innovative Advisory Group, LLC | 32,035 | $1.64M | 1.25% | −3,894−10.8% | Reduced |
| Fidelis Capital Partners, LLC | 31,753 | $1.62M | 0.09% | +5,203+19.6% | Added |
| Wellspring Financial Advisors, LLC | 30,956 | $1.58M | 0.10% | 00.0% | Unchanged |
| Modus Advisors, LLC | 30,690 | $1.57M | 0.39% | −4,644−13.1% | Reduced |
| SRS Capital Advisors, Inc. | 30,647 | $1.56M | 0.01% | +28,839+1,595.1% | Added |
| SMART Wealth LLC | 30,610 | $1.56M | 0.34% | −6,877−18.3% | Reduced |
| Johnson Investment Counsel Inc | 30,533 | $1.56M | 0.01% | +1,910+6.7% | Added |
| Abound Wealth Management | 30,221 | $1.54M | 0.31% | +1,150+4.0% | Added |
| Walser Wealth Management Company, A Ltd Liability Co | 29,878 | $1.53M | 0.63% | −2,326−7.2% | Reduced |
| Firestone Capital Management | 29,780 | $1.52M | 0.28% | +122+0.4% | Added |
| Guild Investment Management, Inc. | 29,587 | $1.51M | 1.03% | −764−2.5% | Reduced |
| Beacon Pointe Advisors, LLC | 29,525 | $1.51M | 0.01% | +3,361+12.8% | Added |
| Arete Wealth Advisors, LLC | 29,323 | $1.50M | 0.10% | +5,130+21.2% | Added |
| Warren Averett Asset Management, LLC | 29,274 | $1.49M | 0.01% | +2,497+9.3% | Added |
| 180 Wealth Advisors, LLC | 29,198 | $1.49M | 0.15% | −2,462−7.8% | Reduced |
| WealthPlan Investment Management, LLC | 29,141 | $1.49M | 0.07% | −82−0.3% | Reduced |
| Pathstone Holdings, LLC | 28,531 | $1.46M | 0.00% | −29,802−51.1% | Reduced |
| Walleye Trading LLC | 28,469 | $1.45M | 0.02% | −4,646−14.0% | Reduced |
| Precision Wealth Strategies, LLC | 28,456 | $1.45M | 0.44% | +7,328+34.7% | Added |
| AE Wealth Management LLC | 28,184 | $1.44M | 0.01% | +4,820+20.6% | Added |
| Alchemi Wealth, LLC | 28,144 | $1.44M | 0.67% | +5,120+22.2% | Added |
| Financial Designs Corp | 28,136 | $1.44M | 0.77% | −2,073−6.9% | Reduced |
| Madison Park Capital Advisors, LLC | 6,744 | $1.43M | 1.02% | −14,949−68.9% | Reduced |
| High Note Wealth, LLC | 27,801 | $1.42M | 0.24% | +27,801 | New |
| Moneta Group Investment Advisors LLC | 27,474 | $1.40M | 0.01% | +5,038+22.5% | Added |
| Steward Partners Investment Advisory, LLC | 27,420 | $1.40M | 0.01% | +5,100+22.8% | Added |
| Fort Point Capital Partners LLC | 27,393 | $1.40M | 0.15% | +27,393 | New |
| Vista Finance, LLC | 27,288 | $1.39M | 0.78% | −700−2.5% | Reduced |
| Permian Investment Partners, LP | 27,000 | $1.38M | 0.16% | 00.0% | Unchanged |
| Pallas Capital Advisors LLC | 26,993 | $1.38M | 0.04% | +6,246+30.1% | Added |
| Integrated Wealth Concepts LLC | 26,818 | $1.37M | 0.01% | −1,991−6.9% | Reduced |
| COFG Advisors, LLC | 26,274 | $1.34M | 0.23% | −10,750−29.0% | Reduced |
| Peloton Wealth Strategists | 26,153 | $1.33M | 0.49% | +1,582+6.4% | Added |
| Bank of America Corp | 25,977 | $1.33M | 0.00% | −3,019−10.4% | Reduced |
| Betterment LLC | 25,811 | $1.32M | 0.00% | +4,285+19.9% | Added |
| Stansberry Asset Management, LLC | 25,619 | $1.31M | 0.12% | +1,079+4.4% | Added |
| Pensionmark Financial Group, LLC | 21,653 | $1.27M | 0.02% | −486−2.2% | Reduced |
| Merit Financial Group, LLC | 24,759 | $1.26M | 0.01% | −683−2.7% | Reduced |
| Atria Investments LLC | 24,542 | $1.25M | 0.01% | +7,859+47.1% | Added |
| CIBC Bancorp USA Inc. | – | $1.25M | 0.00% | – | – |
| Wedmont Private Capital | 22,064 | $1.23M | 0.03% | +11,151+102.2% | Added |
| Clearstead Advisors, LLC | 23,996 | $1.23M | 0.01% | −562−2.3% | Reduced |
| GK Wealth Management LLC | 23,957 | $1.22M | 0.74% | +23,957 | New |
| Bearing Point Capital, LLC | 23,756 | $1.21M | 0.16% | −7,480−23.9% | Reduced |
| NewEdge Wealth, LLC | 23,448 | $1.20M | 0.01% | +502+2.2% | Added |
| Objective Capital Management, LLC | 23,436 | $1.20M | 1.06% | 00.0% | Unchanged |
| JT Stratford LLC | 23,428 | $1.20M | 0.13% | +23,428 | New |
| Cane Capital Partners, LLC | 23,340 | $1.19M | 0.48% | −3,430−12.8% | Reduced |
| Venture Visionary Partners LLC | 22,800 | $1.16M | 0.03% | +22,800 | New |
| Maripau Wealth Management LLC | 22,609 | $1.16M | 0.41% | +13,177+139.7% | Added |
| Highland Financial Advisors, LLC | 22,085 | $1.13M | 0.25% | +1,554+7.6% | Added |
| Tru Independence Asset Management 2, LLC | 22,010 | $1.12M | 0.61% | 00.0% | Unchanged |