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 |
|---|---|---|---|---|---|
| SkyOak Wealth, LLC | 21,944 | $1.12M | 0.18% | +21,944 | New |
| Camelot Portfolios, LLC | 21,402 | $1.09M | 0.78% | −90.0% | Reduced |
| Principle Wealth Partners LLC | 21,166 | $1.08M | 0.05% | −4,177−16.5% | Reduced |
| Mills Wealth Advisors LLC | 21,033 | $1.07M | 0.34% | +2,233+11.9% | Added |
| Financial Management Professionals, Inc. | 20,798 | $1.06M | 0.10% | 00.0% | Unchanged |
| WSFS Capital Management, LLC | 20,785 | $1.06M | 0.05% | +1,116+5.7% | Added |
| Sankala Group LLC | 18,763 | $1.06M | 0.70% | +9,549+103.6% | Added |
| Wealth Alliance | 20,292 | $1.04M | 0.09% | +196+1.0% | Added |
| Raymond James Financial Inc | 20,181 | $1.03M | 0.00% | −1,078−5.1% | Reduced |
| Bleakley Financial Group, LLC | 19,826 | $1.01M | 0.01% | +714+3.7% | Added |
| Vise Technologies, Inc. | 19,742 | $1.01M | 0.01% | +2,693+15.8% | Added |
| Hubbell Strickland Wealth Management, LLC | 19,737 | $1.01M | 0.36% | −346−1.7% | Reduced |
| Financial Partners Group, Inc | 19,664 | $1.00M | 0.10% | −5,341−21.4% | Reduced |
| LifeGoal Wealth Advisors | 19,381 | $989.4K | 0.45% | 00.0% | Unchanged |
| Aries Wealth Management | 19,096 | $974.9K | 0.19% | −52−0.3% | Reduced |
| Silverlake Wealth Management LLC | 18,640 | $951.6K | 0.18% | −597−3.1% | Reduced |
| Sovran Advisors, LLC | 16,921 | $939.8K | 0.07% | +3,713+28.1% | Added |
| Gamco Investors, Inc. Et Al | 18,100 | $924.0K | 0.01% | +600+3.4% | Added |
| Parallel Advisors, LLC | 17,679 | $902.5K | 0.01% | −899−4.8% | Reduced |
| Benchmark Financial Wealth Advisors, LLC | 17,406 | $888.6K | 0.22% | −2,257−11.5% | Reduced |
| Soltis Investment Advisors LLC | 17,167 | $876.4K | 0.05% | −1,092−6.0% | Reduced |
| Stratos Wealth Partners, LTD. | 17,121 | $874.0K | 0.01% | +17,121 | New |
| JSF Financial, LLC | 17,059 | $870.9K | 0.14% | +5,680+49.9% | Added |
| Osbon Capital Management LLC | 16,921 | $863.9K | 0.68% | +11+0.1% | Added |
| MTM Investment Management, LLC | 16,741 | $854.6K | 0.24% | −1,993−10.6% | Reduced |
| Revisor Wealth Management LLC | 16,723 | $853.7K | 0.21% | +1,398+9.1% | Added |
| Bank of Montreal | 16,719 | $853.5K | 0.00% | −3,436−17.0% | Reduced |
| Condor Capital Management | 16,571 | $846.0K | 0.06% | +1,260+8.2% | Added |
| Mustard Seed Financial, LLC | 16,497 | $842.2K | 0.44% | +30.0% | Added |
| Bedel Financial Consulting, Inc. | 16,368 | $835.6K | 0.08% | +191+1.2% | Added |
| Proficio Capital Partners LLC | 16,075 | $820.6K | 0.03% | −1,200−6.9% | Reduced |
| Clark Wealth Partners | 16,006 | $817.1K | 0.46% | +15,991+106,606.7% | Added |
| Timber Creek Capital Management LLC | 15,737 | $803.4K | 0.16% | +4,363+38.4% | Added |
| Strive Financial Group ,LLC | 15,641 | $798.5K | 0.35% | +15,641 | New |
| Essex Financial Services, Inc. | 15,602 | $796.5K | 0.04% | −1,189−7.1% | Reduced |
| Stratos Wealth Advisors, LLC | 15,596 | $796.2K | 0.04% | −76−0.5% | Reduced |
| Cim, LLC | 15,480 | $790.3K | 0.10% | +338+2.2% | Added |
| Relyea Zuckerberg Hanson LLC | 15,245 | $778.3K | 0.06% | +883+6.1% | Added |
| Waldron Private Wealth LLC | 15,080 | $769.8K | 0.03% | +1,710+12.8% | Added |
| WESCAP Management Group, Inc. | 14,901 | $760.7K | 0.14% | 00.0% | Unchanged |
| Great Valley Advisor Group, Inc. | 14,883 | $759.5K | 0.01% | −416−2.7% | Reduced |
| CFO4Life Group, LLC | 14,861 | $758.6K | 0.10% | +5,073+51.8% | Added |
| Robertson Stephens Wealth Management, LLC | 14,803 | $755.7K | 0.02% | +501+3.5% | Added |
| Marietta Wealth Management, LLC | 14,470 | $738.7K | 0.08% | 00.0% | Unchanged |
| Strata Wealth Advisors, LLC | 14,373 | $733.7K | 0.18% | 00.0% | Unchanged |
| KFG Wealth Management, LLC | 14,372 | $733.7K | 0.08% | +4,164+40.8% | Added |
| National Wealth Management Group, LLC | 14,286 | $729.3K | 0.23% | −2,162−13.1% | Reduced |
| Ancora Advisors, LLC | 14,145 | $722.1K | 0.01% | −5,759−28.9% | Reduced |
| Five Pine Wealth Management | 13,984 | $713.9K | 0.40% | +1,921+15.9% | Added |
| Commerce Bank | 13,959 | $712.6K | 0.00% | +1,787+14.7% | Added |
| Upper Left Wealth Management, LLC | 13,774 | $703.2K | 0.39% | +693+5.3% | Added |
| Sunesis Advisors, LLC | 13,761 | $702.5K | 0.29% | 00.0% | Unchanged |
| Vestor Capital, LLC | 5,050 | $690.0K | 0.06% | −247−4.7% | Reduced |
| Falcon Wealth Planning | 13,502 | $689.3K | 0.04% | +508+3.9% | Added |
| 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 |
| Meridian Wealth Management, LLC | 13,449 | $686.6K | 0.02% | −5,363−28.5% | Reduced |
| Larson Financial Group LLC | 13,300 | $678.9K | 0.02% | +1,135+9.3% | Added |
| Citizens National Bank Trust Department | 13,055 | $666.5K | 0.10% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 12,839 | $655.4K | 0.02% | +5,857+83.9% | Added |
| Angeles Wealth Management, LLC | 12,827 | $654.8K | 0.03% | +4,500+54.0% | Added |
| Eagle Global Advisors LLC | 12,800 | $653.4K | 0.02% | 00.0% | Unchanged |
| Whitaker-Myers Wealth Managers, LTD. | 12,732 | $650.0K | 0.11% | +2,297+22.0% | Added |
| Eagle Strategies LLC | 12,699 | $648.3K | 0.06% | +2,356+22.8% | Added |
| RMB Capital Management, LLC | 12,662 | $646.4K | 0.01% | −1,224−8.8% | Reduced |
| Bauman Advisory Group, LLC | 12,632 | $644.9K | 0.34% | +345+2.8% | Added |
| Rochester Wealth Strategies, LLC | 12,616 | $644.0K | 0.36% | +2,699+27.2% | Added |
| Pure Financial Advisors, Inc. | 12,606 | $643.5K | 0.01% | +1,824+16.9% | Added |
| Wiser Wealth Management, Inc | 12,580 | $642.2K | 0.12% | +6,919+122.2% | Added |
| TCW Group Inc | 12,553 | $640.8K | 0.00% | 00.0% | Unchanged |
| Daymark Wealth Partners, LLC | 12,497 | $638.0K | 0.02% | −397−3.1% | Reduced |
| Headlands Technologies LLC | 12,480 | $637.1K | 0.07% | +6,907+123.9% | Added |
| Estate Planners Group, LLC | 12,437 | $634.9K | 0.29% | +2,955+31.2% | Added |
| Synergy Financial Group, LTD | 12,357 | $630.8K | 0.45% | 00.0% | Unchanged |
| Clear Creek Financial Management, LLC | 12,173 | $621.4K | 0.04% | +262+2.2% | Added |
| Investment Advisory Services Group LLC | 12,034 | $614.3K | 0.45% | +1,199+11.1% | Added |
| Perryman Financial Advisory Inc | 11,887 | $606.8K | 0.08% | +218+1.9% | Added |
| Sequoia Financial Advisors, LLC | 11,789 | $601.8K | 0.00% | −1,996−14.5% | Reduced |
| Sound Portfolio Advisors, LLC | 11,760 | $600.3K | 0.43% | +2,624+28.7% | Added |
| Lansing Street Advisors | 11,627 | $593.6K | 0.13% | −29,914−72.0% | Reduced |
| Canvas Wealth Advisors, LLC | 11,613 | $592.8K | 0.08% | −901−7.2% | Reduced |
| Meridian Wealth Advisors, LLC | 11,500 | $587.1K | 0.07% | +1,500+15.0% | Added |
| Drive Wealth Management, LLC | 11,457 | $584.9K | 0.10% | +839+7.9% | Added |
| Forum Financial Management, LP | 11,300 | $576.9K | 0.01% | 00.0% | Unchanged |
| Warren Street Wealth Advisors, LLC | 11,264 | $575.0K | 0.13% | 00.0% | Unchanged |
| GWN Securities Inc. | 11,132 | $568.3K | 0.10% | −1,413−11.3% | Reduced |
| Wealth Group Ltd | 11,090 | $566.1K | 0.11% | +1,251+12.7% | Added |
| Ethos Financial Group, LLC | 10,195 | $563.7K | 0.04% | −2,521−19.8% | Reduced |
| Axq Capital, LP | 10,894 | $556.1K | 0.06% | +10,894 | New |
| Catalytic Wealth RIA, LLC | 10,891 | $556.0K | 0.03% | −12,936−54.3% | Reduced |
| Cadia Private Client LLC | 10,776 | $550.1K | 0.39% | +1,415+15.1% | Added |
| Endowment Wealth Management, Inc. | 10,706 | $546.6K | 0.21% | +1,703+18.9% | Added |
| Financial Management Network Inc | 9,747 | $544.1K | 0.08% | −38−0.4% | Reduced |
| Basecamp Wealth Advisors LLC | 10,565 | $539.4K | 0.10% | +4,484+73.7% | Added |
| Capital Performance Advisors LLP | 10,556 | $538.9K | 0.03% | −882−7.7% | Reduced |
| Kapstone Financial Advisors LLC | 10,505 | $536.3K | 0.22% | −1,245−10.6% | Reduced |
| Verus Financial Partners, Inc. | 10,447 | $533.3K | 0.05% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 10,367 | $529.2K | 0.04% | 00.0% | Unchanged |
| Instrumental Wealth, LLC | 10,345 | $528.1K | 0.27% | +100+1.0% | Added |
| Spartan Wealth Advisory Services LLC | 10,323 | $527.0K | 0.04% | +5,659+121.3% | Added |