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.
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.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Schonfeld Strategic Advisors LLC trimmed | 1,974,767 | $101M | 7.6% | 2026-Q2 |
| Almitas Capital LLC trimmed | 1,364,522 | $70M | 5.2% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC trimmed | 1,349,522 | $69M | 5.2% | 2026-Q2 |
| CANTOR FITZGERALD, L. P. | 1,280,931 | $65M | 4.9% | 2026-Q2 |
| Patient Capital Management, LLC added | 1,217,595 | $62M | 4.7% | 2026-Q2 |
| ParaFi Capital LP | 1,050,000 | $54M | 4.0% | 2026-Q2 |
| MORGAN STANLEY added | 953,772 | $49M | 3.6% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 886,736 | $45M | 3.4% | 2026-Q2 |
| Consolidated Portfolio Review Corp | 834,367 | $43M | 3.2% | 2026-Q2 |
| Pine Ridge Advisers LLC | 834,367 | $43M | 3.2% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 661,034 | $34M | 2.5% | 2026-Q2 |
| Mariner, LLC added | 636,321 | $32M | 2.4% | 2026-Q2 |
| United Capital Management of KS, Inc. trimmed | 543,285 | $28M | 2.1% | 2026-Q2 |
| EverSource Wealth Advisors, LLC added | 458,888 | $23M | 1.8% | 2026-Q2 |
| Beaumont Financial Advisors, LLC added | 453,008 | $23M | 1.7% | 2026-Q2 |
| KALEIDOSCOPE CAPITAL LP added | 431,682 | $22M | 1.7% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 421,773 | $22M | 1.6% | 2026-Q2 |
| Cresset Asset Management, LLC trimmed | 417,180 | $21M | 1.6% | 2026-Q2 |
| MEANS INVESTMENT CO., INC. added | 415,000 | $21M | 1.6% | 2026-Q2 |
| Cetera Investment Advisers added | 412,507 | $21M | 1.6% | 2026-Q2 |
| Tidal Investments LLC trimmed | 326,110 | $17M | 1.2% | 2026-Q2 |
| Legacy Wealth Asset Management, LLC trimmed | 301,367 | $15M | 1.2% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 298,386 | $15M | 1.1% | 2026-Q2 |
| BlackRock, Inc. trimmed | 288,188 | $15M | 1.1% | 2026-Q2 |
| SYON CAPITAL LLC added | 283,149 | $14M | 1.1% | 2026-Q2 |
| Ovata Capital Management Ltd trimmed | 265,558 | $14M | 1.0% | 2026-Q2 |
| Quadrature Capital Ltd added | 248,454 | $13M | 0.9% | 2026-Q2 |
| Compass Ion Advisors, LLC trimmed | 242,288 | $12M | 0.9% | 2026-Q2 |
| WINTON GROUP Ltd | 218,078 | $11M | 0.8% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC added | 216,500 | $11M | 0.8% | 2026-Q2 |
| Atlas Wealth Partners, LLC added | 216,461 | $11M | 0.8% | 2026-Q2 |
| Jump Financial, LLC added | 211,771 | $11M | 0.8% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 192,511 | $10M | 0.7% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 181,794 | $9M | 0.7% | 2026-Q2 |
| Berman McAleer LLC added | 175,261 | $9M | 0.7% | 2026-Q2 |
| Citrine Capital LLC added | 167,780 | $9M | 0.6% | 2026-Q2 |
| Bayshore Capital Advisors, LLC added | 167,499 | $9M | 0.6% | 2026-Q2 |
| Great Point Wealth Advisors, LLC added | 166,142 | $8M | 0.6% | 2026-Q2 |
| Qube Research & Technologies Ltd added | 164,541 | $8M | 0.6% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 163,437 | $8M | 0.6% | 2026-Q2 |
| Parcion Private Wealth LLC added | 163,257 | $8M | 0.6% | 2026-Q2 |
| Marex Group Ltd added | 156,056 | $8M | 0.6% | 2026-Q2 |
| Creative Planning trimmed | 152,248 | $8M | 0.6% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 141,996 | $7M | 0.5% | 2026-Q2 |
| KESTRA PRIVATE WEALTH SERVICES, LLC added | 123,587 | $6M | 0.5% | 2026-Q2 |
| SIMPLEX TRADING, LLC added | 123,438 | $6M | 0.5% | 2026-Q2 |
| Lido Advisors, LLC added | 122,633 | $6M | 0.5% | 2026-Q2 |
| IEQ CAPITAL, LLC added | 118,895 | $6M | 0.5% | 2026-Q2 |
| Alamea Verwaltungs GmbH | 117,771 | $6M | 0.5% | 2026-Q2 |
| Aptus Capital Advisors, LLC added | 111,382 | $6M | 0.4% | 2026-Q2 |
| Wealth Quarterback LLC added | 110,423 | $6M | 0.4% | 2026-Q2 |
| KINGSWOOD WEALTH ADVISORS, LLC trimmed | 109,405 | $6M | 0.4% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 105,840 | $5M | 0.4% | 2026-Q2 |
| LIBRA WEALTH LLC added | 105,375 | $5M | 0.4% | 2026-Q2 |
| Allegheny Financial Group trimmed | 102,569 | $5M | 0.4% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC trimmed | 101,869 | $5M | 0.4% | 2026-Q2 |
| Fiduciary Trust Co added | 101,644 | $5M | 0.4% | 2026-Q2 |
| Concurrent Investment Advisors, LLC added | 99,662 | $5M | 0.4% | 2026-Q2 |
| Sepio Capital, LP added | 95,806 | $5M | 0.4% | 2026-Q2 |
| Focus Partners Wealth trimmed | 94,985 | $5M | 0.4% | 2026-Q2 |
| SevenBridge Financial Group, LLC added | 93,147 | $5M | 0.4% | 2026-Q2 |
| Corient Private Wealth LP trimmed | 92,862 | $5M | 0.4% | 2026-Q2 |
| Beaird Harris Wealth Management, LLC added | 90,014 | $5M | 0.3% | 2026-Q2 |
| CHILDRESS CAPITAL ADVISORS, LLC added | 89,506 | $5M | 0.3% | 2026-Q2 |
| AVAII WEALTH MANAGEMENT, LLC trimmed | 89,149 | $5M | 0.3% | 2026-Q2 |
| EP Wealth Advisors, LLC added | 88,593 | $5M | 0.3% | 2026-Q2 |
| SKY-MOUNTAIN CAPITAL MANAGEMENT, INC. added | 85,233 | $4M | 0.3% | 2026-Q2 |
| Foundations Investment Advisors, LLC added | 83,023 | $4M | 0.3% | 2026-Q2 |
| Mutual Advisors, LLC added | 80,383 | $4M | 0.3% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 74,804 | $4M | 0.3% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 72,984 | $4M | 0.3% | 2026-Q2 |
| Savant Capital, LLC added | 71,825 | $4M | 0.3% | 2026-Q2 |
| MEITAV INVESTMENT HOUSE LTD added | 71,677 | $4M | 0.3% | 2026-Q2 |
| MAD RIVER INVESTORS added | 70,369 | $4M | 0.3% | 2026-Q2 |
| DecisionMap Wealth Management, LLC added | 65,390 | $3M | 0.3% | 2026-Q2 |
| PYA Waltman Capital, LLC trimmed | 64,923 | $3M | 0.2% | 2026-Q2 |
| FIRST TRUST ADVISORS LP trimmed | 64,721 | $3M | 0.2% | 2026-Q2 |
| EVEXIA WEALTH LLC added | 63,434 | $4M | 0.3% | 2026-Q2 |
| SFMG, LLC added | 63,247 | $3M | 0.2% | 2026-Q2 |
| Spire Wealth Management added | 62,903 | $3M | 0.2% | 2026-Q2 |
| Wealthspire Advisors, LLC added | 62,642 | $3M | 0.2% | 2026-Q2 |
| Milestone Asset Management Group, LLC added | 62,545 | $3M | 0.2% | 2026-Q2 |
| VISTA INVESTMENT PARTNERS II, LLC added | 61,819 | $3M | 0.2% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 61,541 | $3M | 0.2% | 2026-Q2 |
| ELEMENT POINTE ADVISORS, LLC added | 60,029 | $3M | 0.2% | 2026-Q2 |
| Smart Money Group LLC trimmed | 59,633 | $3M | 0.2% | 2026-Q2 |
| Cambridge Advisors Inc. added | 59,471 | $3M | 0.2% | 2026-Q2 |
| Brookstone Capital Management added | 58,955 | $3M | 0.2% | 2026-Q2 |
| Farringdon Capital, Ltd. added | 58,767 | $3M | 0.2% | 2026-Q2 |
| Avenir Tech Ltd | 58,616 | $3M | 0.2% | 2026-Q2 |
| Advisory Services Network, LLC trimmed | 54,812 | $3M | 0.2% | 2026-Q2 |
| US BANCORP \DE\ added | 54,457 | $3M | 0.2% | 2026-Q2 |
| PTM WEALTH MANAGEMENT, LLC added | 54,323 | $3M | 0.2% | 2026-Q2 |
| KDK Private Wealth Management, LLC added | 54,002 | $3M | 0.2% | 2026-Q2 |
| NewEdge Advisors, LLC trimmed | 53,790 | $3M | 0.2% | 2026-Q2 |
| First Heartland Consultants, Inc. added | 52,945 | $3M | 0.2% | 2026-Q2 |
| Perigon Wealth Management, LLC added | 52,099 | $3M | 0.2% | 2026-Q2 |
| LFG Wealth Partners, LLC added | 51,869 | $3M | 0.2% | 2026-Q2 |
| Kingsview Wealth Management, LLC trimmed | 50,194 | $3M | 0.2% | 2026-Q2 |
| BEAM WEALTH ADVISORS, INC. | 43,250 | $3M | 0.2% | 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.
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.