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 |
|---|---|---|---|---|---|
| MONECO Advisors, LLC | 5,518 | $281.7K | 0.02% | +5,518 | New |
| Dorsey & Whitney Trust CO LLC | 5,502 | $280.9K | 0.01% | +5,502 | New |
| Clarus Group, Inc. | 5,500 | $280.8K | 0.10% | 00.0% | Unchanged |
| Cooper Financial Group | 5,497 | $280.6K | 0.02% | +716+15.0% | Added |
| Sage Mountain Advisors LLC | 5,481 | $279.8K | 0.02% | 00.0% | Unchanged |
| Vicus Capital | 5,476 | $279.6K | 0.02% | −301−5.2% | Reduced |
| Vestia Personal Wealth Advisors | 5,464 | $278.9K | 0.11% | +5,464 | New |
| Tocqueville Asset Management L.P. | 5,450 | $278.2K | 0.00% | 00.0% | Unchanged |
| Wealth Management Nebraska | 5,445 | $278.0K | 0.02% | +860+18.8% | Added |
| Transcend Wealth Collective, LLC | 5,428 | $277.1K | 0.02% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 5,419 | $276.7K | 0.01% | −2,024−27.2% | Reduced |
| Allied Private Wealth LLC | 5,075 | $274.9K | 0.18% | +5,075 | New |
| Gryphon Financial Partners LLC | 5,380 | $274.6K | 0.02% | 00.0% | Unchanged |
| PFG Investments, LLC | 5,374 | $274.3K | 0.01% | +379+7.6% | Added |
| Appleton Partners Inc | 5,361 | $274.0K | 0.02% | +492+10.1% | Added |
| United Capital Financial Advisers, LLC | 5,361 | $273.3K | 0.00% | −242−4.3% | Reduced |
| HB Wealth Management, LLC | 5,350 | $273.1K | 0.00% | +1,250+30.5% | Added |
| Truvestments Capital LLC | 5,316 | $271.4K | 0.04% | 00.0% | Unchanged |
| Compass Capital Corp | 4,852 | $269.0K | 0.09% | +517+11.9% | Added |
| Prime Capital Investment Advisors, LLC | 5,268 | $268.9K | 0.00% | −2,088−28.4% | Reduced |
| Avestar Capital, LLC | 5,236 | $267.3K | 0.02% | −175−3.2% | Reduced |
| Claro Advisors LLC | 5,208 | $265.9K | 0.03% | −663−11.3% | Reduced |
| AMG National Trust Bank | 5,205 | $265.7K | 0.01% | 00.0% | Unchanged |
| Marble Wealth, LLC | 5,172 | $264.0K | 0.04% | −52−1.0% | Reduced |
| Sentinel Pension Advisors Inc | 4,674 | $260.9K | 0.03% | +401+9.4% | Added |
| Summit Financial, LLC | 5,080 | $259.4K | 0.00% | −22,207−81.4% | Reduced |
| BCJ Capital Management, LLC | 5,074 | $259.0K | 0.01% | +570+12.7% | Added |
| IVC Wealth Advisors LLC | 5,057 | $258.2K | 0.10% | 00.0% | Unchanged |
| Adamsbrown Wealth Consultants LLC | 5,042 | $257.4K | 0.05% | +569+12.7% | Added |
| McAdam, LLC | 5,032 | $256.9K | 0.01% | −341−6.3% | Reduced |
| Grimes & Company, Inc. | 5,015 | $256.0K | 0.01% | +521+11.6% | Added |
| Becker Capital Management Inc | 5,010 | $255.8K | 0.01% | +230+4.8% | Added |
| Intentional Wealth Strategies, LLC | 5,009 | $255.7K | 0.24% | +101+2.1% | Added |
| AlphaCore Capital LLC | 5,002 | $255.4K | 0.00% | −593−10.6% | Reduced |
| Chicago Capital, LLC | 4,990 | $254.7K | 0.01% | −119−2.3% | Reduced |
| Guardian Wealth Advisors, LLC | 4,987 | $254.6K | 0.01% | +705+16.5% | Added |
| AA Financial Advisors, LLC | 4,978 | $254.1K | 0.03% | +1,464+41.7% | Added |
| Retirement Income Solutions, Inc | 4,296 | $253.6K | 0.04% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 4,965 | $253.5K | 0.00% | −1,675−25.2% | Reduced |
| Pinnacle Financial Partners, Inc. | 4,961 | $253.3K | 0.00% | +256+5.4% | Added |
| BridgePort Financial Solutions, LLC | 4,956 | $253.0K | 0.06% | +429+9.5% | Added |
| Rather & Kittrell, Inc. | 4,952 | $252.8K | 0.04% | +153+3.2% | Added |
| Smallwood Wealth Investment Management, LLC | 4,946 | $252.5K | 0.11% | 00.0% | Unchanged |
| Insigneo Advisory Services, LLC | 4,916 | $251.0K | 0.01% | 00.0% | Unchanged |
| Advyzon Investment Management, LLC | 4,860 | $248.1K | 0.02% | −77−1.6% | Reduced |
| Simon Quick Advisors, LLC | 4,813 | $245.7K | 0.01% | +234+5.1% | Added |
| Stone House Investment Management, LLC | 4,750 | $242.5K | 0.03% | +87+1.9% | Added |
| Principia Wealth Advisory, LLC | 4,721 | $241.0K | 0.12% | −68−1.4% | Reduced |
| Shepherd Street Advisors LLC | 4,262 | $241.0K | 0.21% | −81−1.9% | Reduced |
| Schneider Downs Wealth Management Advisors, LP | 4,712 | $240.5K | 0.02% | 00.0% | Unchanged |
| Cedarwood Wealth LLC | 4,686 | $239.2K | 0.18% | 00.0% | Unchanged |
| Cary Street Partners Financial LLC | 4,682 | $239.0K | 0.01% | +4,682 | New |
| RPg Family Wealth Advisory, LLC | 4,669 | $238.3K | 0.04% | 00.0% | Unchanged |
| Freestone Capital Holdings, LLC | 4,590 | $234.3K | 0.01% | +4,590 | New |
| Kastel Capital Advisors, LLC | 3,952 | $233.3K | 0.15% | +937+31.1% | Added |
| EdgeRock Capital LLC | 4,535 | $231.5K | 0.05% | −319−6.6% | Reduced |
| HBK Sorce Advisory LLC | 4,099 | $231.3K | 0.00% | +706+20.8% | Added |
| Curran Financial Partners, LLC | 4,530 | $231.3K | 0.03% | +227+5.3% | Added |
| Allworth Financial LP | 4,492 | $229.3K | 0.00% | −1,764−28.2% | Reduced |
| Altfest L J & Co Inc | 4,490 | $229.2K | 0.02% | +4,490 | New |
| SlateStone Wealth, LLC | 4,468 | $228.0K | 0.02% | −300−6.3% | Reduced |
| IFG Advisors, LLC | 4,393 | $224.3K | 0.03% | −335−7.1% | Reduced |
| Sendero Wealth Management, LLC | 4,374 | $223.3K | 0.02% | +4,374 | New |
| Almanack Investment Partners, LLC. | 4,372 | $223.2K | 0.03% | −12,136−73.5% | Reduced |
| True North Advisors, LLC | 4,367 | $222.9K | 0.02% | +4,367 | New |
| Hutchens & Kramer Investment Management Group, LLC | 4,360 | $222.6K | 0.06% | +4,360 | New |
| Xxi Wealth, LLC | 4,350 | $222.1K | 0.10% | +4,350 | New |
| Scotia Capital Inc. | 4,348 | $222.0K | 0.00% | −197−4.3% | Reduced |
| Evolution Wealth Advisors, LLC | 4,340 | $221.6K | 0.03% | +4,340 | New |
| NorthRock Partners, LLC | 4,336 | $221.4K | 0.00% | +4,336 | New |
| Halbert Hargrove Global Advisors, LLC | 4,333 | $221.2K | 0.01% | −4−0.1% | Reduced |
| Advisory Alpha, LLC | 4,329 | $221.0K | 0.01% | +29+0.7% | Added |
| United Advisor Group, LLC | 4,325 | $220.8K | 0.02% | +4,325 | New |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 4,222 | $215.5K | 0.01% | −3−0.1% | Reduced |
| Aspiring Ventures, LLC | 4,201 | $214.5K | 0.06% | −64−1.5% | Reduced |
| JPMorgan Chase & Co | 4,079 | $214.3K | 0.00% | −18,117−81.6% | Reduced |
| Bridge Generations Wealth Management LLC | 4,183 | $213.5K | 0.11% | +4,183 | New |
| Markin Asset Management, LP | 4,166 | $212.7K | 0.18% | −109−2.5% | Reduced |
| CAPROCK Group, Inc. | 4,067 | $207.6K | 0.00% | −1,499−26.9% | Reduced |
| Centaurus Financial, Inc. | 4,037 | $206.0K | 0.01% | +12+0.3% | Added |
| Stiles Financial Services Inc | 4,034 | $205.9K | 0.05% | 00.0% | Unchanged |
| Strait & Sound Wealth Management LLC | 4,010 | $204.7K | 0.07% | +500+14.2% | Added |
| New Insight Wealth Advisors | 3,995 | $203.9K | 0.06% | +3,995 | New |
| Krane Financial Solutions LLC | 3,984 | $203.4K | 0.13% | +3,984 | New |
| Oakworth Capital, Inc. | 3,836 | $200.4K | 0.01% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 3,786 | $193.3K | 0.00% | −215−5.4% | Reduced |
| Financial Perspectives, Inc | 3,637 | $185.7K | 0.05% | 00.0% | Unchanged |
| Signaturefd, LLC | 3,619 | $184.8K | 0.00% | +2,174+150.4% | Added |
| Beacon Investment Advisory Services, Inc. | 3,500 | $178.7K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 3,293 | $168.1K | 0.00% | +2,478+304.0% | Added |
| Compass Financial Management LLC | 2,920 | $163.2K | 0.02% | +2,920 | New |
| BankPlus Trust Department | 2,927 | $149.4K | 0.03% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 2,850 | $145.5K | 0.01% | +2,850 | New |
| Hills Bank & Trust Co | 2,813 | $143.6K | 0.01% | +2,813 | New |
| Quest 10 Wealth Builders, Inc. | 2,744 | $140.1K | 0.11% | 00.0% | Unchanged |
| Robinswood Financial LLC | 2,743 | $140.0K | 0.04% | −2,743−50.0% | Reduced |
| Noble Wealth Management PBC | 2,595 | $132.5K | 0.06% | −850−24.7% | Reduced |
| Elequin Capital LP | 2,593 | $132.4K | 0.00% | −91,107−97.2% | Reduced |
| CKW Financial Group | 2,494 | $130.0K | 0.01% | +359+16.8% | Added |
| Brown, Lisle/Cummings, Inc. | 2,515 | $128.4K | 0.03% | +125+5.2% | Added |