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Institutional Ownership · SEC Form 13F

Who owns Fidelity Wise Origin Bitcoin Fund (FBTC)


Which tracked institutional funds hold FBTC, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See FBTC company fundamentals →

Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-02). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

593
Institutional holders
32M
Shares held (tracked funds)
13.6%
Of shares outstanding

How the tape is positioned

56 tracked funds added or opened FBTC while 159 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.

A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.

Conviction spread

FBTC’s largest tracked holder by dollar value, Schonfeld Strategic Advisors LLC, sizes it at 0.5% of its own reported 13F book, while the median holder sizes it at 0.2% of theirs — a 0.3pp conviction gap — its largest holder concentrates the name more heavily than the typical one.

Book-share is each fund’s reported value in FBTC divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.

Institutional & insider positioning

Between 2026-Q1 and 2026-Q2, across 593 tracked filers holding FBTC, 295 increased or opened the position and 280 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.

This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.

New buyers & exits

Funds opening or closing a position in FBTC between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.

New buyers 14

  • Wealthspire Advisors, LLC$3M
  • PROMETHIUM ADVISORS,LLC$2M
  • Global Retirement Partners, LLC$2M
  • Sivia Capital Partners, LLC$2M
  • High Note Wealth, LLC$1M
  • Fort Point Capital Partners LLC$1M

Full exits 42

  • HighTower Advisors, LLC$23M
  • D. E. Shaw & Co., Inc.$14M
  • COURAGE CAPITAL MANAGEMENT LLC$10M
  • Cambridge Investment Research Advisors, Inc.$10M
  • Private Advisor Group, LLC$9M
  • BNC WEALTH MANAGEMENT, LLC$8M

Largest adds

  • Patient Capital Management, LLC$41M
  • EverSource Wealth Advisors, LLC$22M
  • SYON CAPITAL LLC$14M
  • Quadrature Capital Ltd$11M
  • Jump Financial, LLC$9M
  • RENAISSANCE TECHNOLOGIES LLC$8M

Largest trims

  • MILLENNIUM MANAGEMENT LLC$94M
  • JANE STREET GROUP, LLC$70M
  • CITADEL ADVISORS LLC$57M
  • Schonfeld Strategic Advisors LLC$49M
  • Almitas Capital LLC$21M
  • GOLDMAN SACHS GROUP INC$20M

Institutional holders

One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.

FundSharesReported value% of valueQuarter
Schonfeld Strategic Advisors LLC trimmed1,974,767$101M7.6%2026-Q2
Almitas Capital LLC trimmed1,364,522$70M5.2%2026-Q2
MILLENNIUM MANAGEMENT LLC trimmed1,349,522$69M5.2%2026-Q2
CANTOR FITZGERALD, L. P.1,280,931$65M4.9%2026-Q2
Patient Capital Management, LLC added1,217,595$62M4.7%2026-Q2
ParaFi Capital LP1,050,000$54M4.0%2026-Q2
MORGAN STANLEY added953,772$49M3.6%2026-Q2
JANE STREET GROUP, LLC trimmed886,736$45M3.4%2026-Q2
Consolidated Portfolio Review Corp834,367$43M3.2%2026-Q2
Pine Ridge Advisers LLC834,367$43M3.2%2026-Q2
ENVESTNET ASSET MANAGEMENT INC added661,034$34M2.5%2026-Q2
Mariner, LLC added636,321$32M2.4%2026-Q2
United Capital Management of KS, Inc. trimmed543,285$28M2.1%2026-Q2
EverSource Wealth Advisors, LLC added458,888$23M1.8%2026-Q2
Beaumont Financial Advisors, LLC added453,008$23M1.7%2026-Q2
KALEIDOSCOPE CAPITAL LP added431,682$22M1.7%2026-Q2
SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed421,773$22M1.6%2026-Q2
Cresset Asset Management, LLC trimmed417,180$21M1.6%2026-Q2
MEANS INVESTMENT CO., INC. added415,000$21M1.6%2026-Q2
Cetera Investment Advisers added412,507$21M1.6%2026-Q2
Tidal Investments LLC trimmed326,110$17M1.2%2026-Q2
Legacy Wealth Asset Management, LLC trimmed301,367$15M1.2%2026-Q2
CITADEL ADVISORS LLC trimmed298,386$15M1.1%2026-Q2
BlackRock, Inc. trimmed288,188$15M1.1%2026-Q2
SYON CAPITAL LLC added283,149$14M1.1%2026-Q2
Ovata Capital Management Ltd trimmed265,558$14M1.0%2026-Q2
Quadrature Capital Ltd added248,454$13M0.9%2026-Q2
Compass Ion Advisors, LLC trimmed242,288$12M0.9%2026-Q2
WINTON GROUP Ltd218,078$11M0.8%2026-Q2
RENAISSANCE TECHNOLOGIES LLC added216,500$11M0.8%2026-Q2
Atlas Wealth Partners, LLC added216,461$11M0.8%2026-Q2
Jump Financial, LLC added211,771$11M0.8%2026-Q2
Kestra Advisory Services, LLC trimmed192,511$10M0.7%2026-Q2
OSAIC HOLDINGS, INC. added181,794$9M0.7%2026-Q2
Berman McAleer LLC added175,261$9M0.7%2026-Q2
Citrine Capital LLC added167,780$9M0.6%2026-Q2
Bayshore Capital Advisors, LLC added167,499$9M0.6%2026-Q2
Great Point Wealth Advisors, LLC added166,142$8M0.6%2026-Q2
Qube Research & Technologies Ltd added164,541$8M0.6%2026-Q2
COMMONWEALTH EQUITY SERVICES, LLC trimmed163,437$8M0.6%2026-Q2
Parcion Private Wealth LLC added163,257$8M0.6%2026-Q2
Marex Group Ltd added156,056$8M0.6%2026-Q2
Creative Planning trimmed152,248$8M0.6%2026-Q2
Sanctuary Advisors, LLC added141,996$7M0.5%2026-Q2
KESTRA PRIVATE WEALTH SERVICES, LLC added123,587$6M0.5%2026-Q2
SIMPLEX TRADING, LLC added123,438$6M0.5%2026-Q2
Lido Advisors, LLC added122,633$6M0.5%2026-Q2
IEQ CAPITAL, LLC added118,895$6M0.5%2026-Q2
Alamea Verwaltungs GmbH117,771$6M0.5%2026-Q2
Aptus Capital Advisors, LLC added111,382$6M0.4%2026-Q2
Wealth Quarterback LLC added110,423$6M0.4%2026-Q2
KINGSWOOD WEALTH ADVISORS, LLC trimmed109,405$6M0.4%2026-Q2
GOLDMAN SACHS GROUP INC trimmed105,840$5M0.4%2026-Q2
LIBRA WEALTH LLC added105,375$5M0.4%2026-Q2
Allegheny Financial Group trimmed102,569$5M0.4%2026-Q2
MML INVESTORS SERVICES, LLC trimmed101,869$5M0.4%2026-Q2
Fiduciary Trust Co added101,644$5M0.4%2026-Q2
Concurrent Investment Advisors, LLC added99,662$5M0.4%2026-Q2
Sepio Capital, LP added95,806$5M0.4%2026-Q2
Focus Partners Wealth trimmed94,985$5M0.4%2026-Q2
SevenBridge Financial Group, LLC added93,147$5M0.4%2026-Q2
Corient Private Wealth LP trimmed92,862$5M0.4%2026-Q2
Beaird Harris Wealth Management, LLC added90,014$5M0.3%2026-Q2
CHILDRESS CAPITAL ADVISORS, LLC added89,506$5M0.3%2026-Q2
AVAII WEALTH MANAGEMENT, LLC trimmed89,149$5M0.3%2026-Q2
EP Wealth Advisors, LLC added88,593$5M0.3%2026-Q2
SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. added85,233$4M0.3%2026-Q2
Foundations Investment Advisors, LLC added83,023$4M0.3%2026-Q2
Mutual Advisors, LLC added80,383$4M0.3%2026-Q2
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed74,804$4M0.3%2026-Q2
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added72,984$4M0.3%2026-Q2
Savant Capital, LLC added71,825$4M0.3%2026-Q2
MEITAV INVESTMENT HOUSE LTD added71,677$4M0.3%2026-Q2
MAD RIVER INVESTORS added70,369$4M0.3%2026-Q2
DecisionMap Wealth Management, LLC added65,390$3M0.3%2026-Q2
PYA Waltman Capital, LLC trimmed64,923$3M0.2%2026-Q2
FIRST TRUST ADVISORS LP trimmed64,721$3M0.2%2026-Q2
EVEXIA WEALTH LLC added63,434$4M0.3%2026-Q2
SFMG, LLC added63,247$3M0.2%2026-Q2
Spire Wealth Management added62,903$3M0.2%2026-Q2
Wealthspire Advisors, LLC added62,642$3M0.2%2026-Q2
Milestone Asset Management Group, LLC added62,545$3M0.2%2026-Q2
VISTA INVESTMENT PARTNERS II, LLC added61,819$3M0.2%2026-Q2
Farther Finance Advisors, LLC added61,541$3M0.2%2026-Q2
ELEMENT POINTE ADVISORS, LLC added60,029$3M0.2%2026-Q2
Smart Money Group LLC trimmed59,633$3M0.2%2026-Q2
Cambridge Advisors Inc. added59,471$3M0.2%2026-Q2
Brookstone Capital Management added58,955$3M0.2%2026-Q2
Farringdon Capital, Ltd. added58,767$3M0.2%2026-Q2
Avenir Tech Ltd58,616$3M0.2%2026-Q2
Advisory Services Network, LLC trimmed54,812$3M0.2%2026-Q2
US BANCORP \DE\ added54,457$3M0.2%2026-Q2
PTM WEALTH MANAGEMENT, LLC added54,323$3M0.2%2026-Q2
KDK Private Wealth Management, LLC added54,002$3M0.2%2026-Q2
NewEdge Advisors, LLC trimmed53,790$3M0.2%2026-Q2
First Heartland Consultants, Inc. added52,945$3M0.2%2026-Q2
Perigon Wealth Management, LLC added52,099$3M0.2%2026-Q2
LFG Wealth Partners, LLC added51,869$3M0.2%2026-Q2
Kingsview Wealth Management, LLC trimmed50,194$3M0.2%2026-Q2
BEAM WEALTH ADVISORS, INC.43,250$3M0.2%2026-Q2

Ownership over time

Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.

HoldersTotal shares

Reading this table

Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.

About 13F filings

A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.

Learn how to read institutional ownership