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 |
|---|---|---|---|---|---|
| Sweeney & Michel, LLC | 9,280 | $524.6K | 0.14% | −750−7.5% | Reduced |
| Secure Asset Management, LLC | 10,084 | $514.8K | 0.07% | +961+10.5% | Added |
| M. Kulyk & Associates, LLC | 9,983 | $509.6K | 0.08% | 00.0% | Unchanged |
| Regatta Capital Group, LLC | 9,914 | $506.1K | 0.07% | +374+3.9% | Added |
| Samalin Investment Counsel, LLC | 9,874 | $504.1K | 0.16% | +119+1.2% | Added |
| Crestwood Advisors Group LLC | 9,874 | $504.1K | 0.01% | +500+5.3% | Added |
| Roman Butler Fullerton & Co | 9,291 | $502.9K | 0.12% | +444+5.0% | Added |
| Clientfirst Wealth Management, LLC | 9,793 | $499.9K | 0.41% | 00.0% | Unchanged |
| Equitable Trust Co | 9,763 | $498.4K | 0.02% | 00.0% | Unchanged |
| Wealth Dimensions Group, Ltd. | 9,664 | $493.4K | 0.09% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 9,657 | $493.0K | 0.00% | +835+9.5% | Added |
| Quantinno Capital Management LP | 9,633 | $491.8K | 0.00% | +2,531+35.6% | Added |
| Rahlfs Capital, LLC | 9,550 | $487.5K | 0.36% | −700−6.8% | Reduced |
| NBC Securities, Inc. | 9,513 | $485.6K | 0.03% | +389+4.3% | Added |
| Activest Wealth Management | 9,451 | $482.4K | 0.09% | −18,348−66.0% | Reduced |
| Prosperity Planning, Inc. | 9,330 | $476.3K | 0.11% | +30+0.3% | Added |
| Wesbanco Bank Inc | 9,185 | $468.9K | 0.01% | +480+5.5% | Added |
| Delta Investment Management, LLC | 9,079 | $463.5K | 0.08% | −2,828−23.8% | Reduced |
| Fairview Capital Investment Management, LLC | 8,965 | $457.7K | 0.02% | +2,015+29.0% | Added |
| We Are One Seven, LLC | 8,949 | $456.8K | 0.01% | +428+5.0% | Added |
| Tectonic Advisors LLC | 8,944 | $456.6K | 0.02% | +4,098+84.6% | Added |
| Action Point Financial Planning, LLC | 8,973 | $456.0K | 0.05% | +8,973 | New |
| Kiker Wealth Management, LLC | 8,927 | $455.7K | 0.18% | 00.0% | Unchanged |
| Split Rock Private Trading & Wealth Management, LLC | 8,854 | $452.0K | 0.31% | +1,023+13.1% | Added |
| OneAscent Financial Services LLC | 8,844 | $451.5K | 0.02% | +951+12.0% | Added |
| Two Sigma Securities, LLC | 8,781 | $448.3K | 0.04% | +8,781 | New |
| Massachusetts Wealth Management | 8,767 | $447.6K | 0.17% | −100−1.1% | Reduced |
| Checchi Capital Advisers, LLC | 8,760 | $447.2K | 0.03% | +8,760 | New |
| Quantify Chaos Advisors, LLC | 8,756 | $447.0K | 1.26% | +96+1.1% | Added |
| Everett Harris & Co | 8,709 | $444.6K | 0.01% | +70+0.8% | Added |
| Belpointe Asset Management LLC | 8,451 | $431.4K | 0.01% | −7,170−45.9% | Reduced |
| Intellectus Partners, LLC | 8,436 | $430.6K | 0.07% | +361+4.5% | Added |
| IFP Advisors, Inc | 8,428 | $430.2K | 0.01% | −3,862−31.4% | Reduced |
| Platform Technology Partners | 8,408 | $429.2K | 0.07% | +2,202+35.5% | Added |
| Associated Banc-Corp | 8,352 | $426.4K | 0.01% | 00.0% | Unchanged |
| Basso Capital Management, L.P. | 8,350 | $426.3K | 0.11% | −2,500−23.0% | Reduced |
| Alpha Financial Partners, LLC | 8,246 | $420.9K | 0.22% | +8,246 | New |
| Weil Company, Inc. | 8,140 | $415.5K | 0.07% | −7,731−48.7% | Reduced |
| Matauro, LLC | 8,134 | $415.3K | 0.05% | −172−2.1% | Reduced |
| Anson Capital, Inc. | 8,093 | $413.1K | 0.27% | −1,331−14.1% | Reduced |
| Dudley Capital Management, LLC | 8,033 | $410.1K | 0.16% | −50−0.6% | Reduced |
| Brown Advisory Inc | 8,000 | $408.4K | 0.00% | 00.0% | Unchanged |
| SkyView Investment Advisors, LLC | 8,000 | $408.0K | 0.32% | +2,000+33.3% | Added |
| Bryn Mawr Trust Co | 7,991 | $407.9K | 0.01% | +3,160+65.4% | Added |
| AdvisorNet Financial, Inc | 7,978 | $407.3K | 0.02% | −60−0.7% | Reduced |
| Ausdal Financial Partners, Inc. | 7,910 | $403.8K | 0.02% | +347+4.6% | Added |
| Liberty Wealth Management LLC | 6,668 | $393.6K | 0.05% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 7,635 | $389.8K | 0.06% | −822−9.7% | Reduced |
| East Coast Asset Management, LLC. | 7,550 | $385.4K | 0.11% | 00.0% | Unchanged |
| Broussard Financial Group LLC | 7,460 | $380.8K | 0.31% | +7,460 | New |
| RSM US Wealth Management LLC | 7,419 | $378.8K | 0.00% | −17,433−70.1% | Reduced |
| Guidance Point Advisors, LLC | 7,336 | $374.7K | 0.08% | −576−7.3% | Reduced |
| Corps Capital Advisors, LLC | 7,322 | $373.8K | 0.30% | −8,860−54.8% | Reduced |
| Solstein Capital, LLC | 7,249 | $370.1K | 0.13% | 00.0% | Unchanged |
| Pine Valley Investments Ltd Liability Co | 7,207 | $367.9K | 0.02% | +565+8.5% | Added |
| KMG Fiduciary Partners, LLC | 7,077 | $361.3K | 0.03% | +20+0.3% | Added |
| Belvedere Trading LLC | 7,030 | $358.9K | 0.03% | +7,030 | New |
| J.W. Cole Advisors, Inc. | 6,933 | $353.9K | 0.01% | +6,933 | New |
| Thoroughbred Financial Services, LLC | 6,896 | $352.0K | 0.02% | −174−2.5% | Reduced |
| Shade Tree Advisors LLC | 6,894 | $351.9K | 0.20% | +1,794+35.2% | Added |
| Centerpoint Advisors, LLC | 6,778 | $346.0K | 0.10% | +5+0.1% | Added |
| Westover Capital Advisors, LLC | 6,735 | $343.8K | 0.06% | −800−10.6% | Reduced |
| Capital Investment Advisors, LLC | 6,605 | $337.2K | 0.00% | 00.0% | Unchanged |
| Bridgewater Advisors Inc. | 6,038 | $335.7K | 0.02% | +6,038 | New |
| Brighton Jones LLC | 6,556 | $334.7K | 0.01% | −1,380−17.4% | Reduced |
| Steel Peak Wealth Management LLC | 6,511 | $332.4K | 0.01% | −16,013−71.1% | Reduced |
| Mount Yale Investment Advisors, LLC | 6,483 | $331.0K | 0.01% | +6,483 | New |
| Legacy Financial Advisors, Inc. | 6,449 | $329.2K | 0.04% | +173+2.8% | Added |
| The PNC Financial Services Group, Inc. | 6,429 | $328.2K | 0.00% | +2,067+47.4% | Added |
| StoryOne LLC | 6,412 | $327.3K | 0.15% | +6,412 | Added |
| Union Bancaire Privee, UBP SA | 7,690 | $326.3K | 0.01% | 00.0% | Unchanged |
| Crown Wealth Group, LLC | 6,352 | $324.3K | 0.08% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 6,325 | $323.0K | 0.00% | −44−0.7% | Reduced |
| Prasad Wealth Partners, LLC | 6,254 | $319.3K | 0.08% | 00.0% | Unchanged |
| Moors & Cabot, Inc. | 6,240 | $318.6K | 0.01% | +22+0.4% | Added |
| Tradition Wealth Management, LLC | 6,194 | $316.2K | 0.02% | +379+6.5% | Added |
| Bitterroot Capital Advisors LLC | 6,170 | $315.0K | 0.19% | 00.0% | Unchanged |
| Franklin Resources Inc | 6,156 | $314.3K | 0.00% | +40+0.7% | Added |
| Independent Financial Group, LLC | 6,155 | $314.2K | 0.01% | −200−3.1% | Reduced |
| Heritage Trust Co | 6,130 | $312.9K | 0.03% | 00.0% | Unchanged |
| Drucker Wealth 3.0, LLC | 6,009 | $306.7K | 0.05% | −1,914−24.2% | Reduced |
| Wealth Effects LLC | 6,005 | $306.6K | 0.08% | +65+1.1% | Added |
| Sowell Financial Services LLC | 5,966 | $304.6K | 0.01% | +692+13.1% | Added |
| Central Trust Co | 5,922 | $302.3K | 0.01% | 00.0% | Unchanged |
| Asset Dedication, LLC | 5,895 | $300.9K | 0.02% | 00.0% | Unchanged |
| Werba Rubin Papier Wealth Management | 5,878 | $300.1K | 0.04% | +1,684+40.2% | Added |
| Worth Asset Management, LLC | 5,829 | $297.6K | 0.10% | +5,829 | New |
| Strategic Wealth Partners, Ltd. | 5,804 | $296.3K | 0.02% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 5,795 | $295.8K | 0.08% | 00.0% | Unchanged |
| Stokes Family Office, LLC | 5,784 | $295.3K | 0.03% | +342+6.3% | Added |
| Redhawk Wealth Advisors, Inc. | 5,780 | $295.1K | 0.03% | −1,097−16.0% | Reduced |
| Founders Financial Securities LLC | 5,774 | $294.8K | 0.02% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 5,743 | $293.2K | 0.01% | −26,241−82.0% | Reduced |
| Beacon Capital Management, LLC | 5,729 | $292.5K | 0.04% | −873−13.2% | Reduced |
| CLG LLC | 5,726 | $292.3K | 0.06% | −2,185−27.6% | Reduced |
| Horizon Kinetics Asset Management LLC | 5,681 | $290.0K | 0.00% | 00.0% | Unchanged |
| CMG Global Holdings, LLC | 5,633 | $287.6K | 0.12% | −24,302−81.2% | Reduced |
| Smartleaf Asset Management LLC | 5,470 | $287.3K | 0.01% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 5,590 | $285.4K | 0.00% | +644+13.0% | Added |
| Sandy Cove Advisors, LLC | 5,520 | $281.8K | 0.07% | 00.0% | Unchanged |