Fidelity Wise Origin BitcoinFBTCETF
13F holders, Q2 2024 (June 30)At the end of Q2 2024, 314 institutions reported holding Fidelity Wise Origin Bitcoin (FBTC) in their 13F filings, up 67 from Q1 2024. 99 opened new positions and 35 sold out. The largest holders were Millennium Management ($589.0M), Jane Street Group, LLC ($233.8M) and Capula Management Ltd ($211.0M). 5 famous investors held it, including Israel Englander (0.5% of Millennium Management's portfolio), David E. Shaw (0.1% of D. E. Shaw & Co.'s portfolio) and Mario Gabelli (0.0% of GAMCO Investors's portfolio).
- Company
- Fidelity Wise Origin Bitcoin
- CUSIP
- 315948109
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 99 | $396.8M |
| Exits | 35 | $34.6M |
All 13F filers, Q1 2024 → Q2 2024: 14,778,422 shares bought and 5,734,946 shares sold, net +9,043,476 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 314 holders
| Millennium Management | 0.50% | Reduce -13.6% | 11,227,117 | $589.0M |
| Jane Street Group, LLC | 0.25% | Add +49.4% | 4,457,562 | $233.8M |
| Capula Management Ltd | 2.36% | New | 4,022,346 | $211.0M |
| Schonfeld Strategic Advisors LLC | 1.59% | Add +4.5% | 3,901,786 | $204.7M |
| Avenir Tech Ltd | 52.63% | — | 3,846,888 | $201.8M |
| Susquehanna International Group, LLP | 0.24% | Add +90.1% | 2,565,485 | $134.6M |
| HBK Investments L P | 3.18% | Add +29.6% | 2,166,245 | $113.6M |
| D. E. Shaw & Co. | 0.14% | Add +3549.6% | 1,715,300 | $89.9M |
| Goldman Sachs Group Inc. | 0.02% | New | 1,516,302 | $79.5M |
| Pine Ridge Advisers LLC | 8.41% | No change | 1,504,733 | $78.9M |
| Envestnet Asset Management Inc. | 0.02% | Add +24.5% | 849,592 | $44.6M |
| Wolverine Asset Management LLC | 3.88% | Reduce -12.5% | 765,065 | $40.1M |
| Boothbay Fund Management, LLC | 1.31% | Reduce -57.3% | 726,108 | $38.1M |
| Flow Traders U.S. LLC | 1.82% | Add +1026.1% | 702,217 | $36.8M |
| Hunting Hill Global Capital, LLC | 13.82% | Add +13.4% | 531,739 | $27.9M |
| Beaumont Financial Advisors, LLC | 2.08% | New | 496,550 | $26.0M |
| Landscape Capital Management, L.L.C. | 2.16% | Add +202.0% | 487,708 | $25.6M |
| Ovata Capital Management Ltd | 12.00% | No change | 419,004 | $22.1M |
| Mariner, LLC | 0.04% | Add +21.1% | 365,147 | $19.2M |
| United Capital Management of KS, Inc. | 4.17% | Add +3.2% | 360,678 | $18.9M |
| EverSource Wealth Advisors, LLC | 1.20% | Add +13.4% | 316,414 | $18.1M |
| Legacy Wealth Asset Management, LLC | 4.99% | Reduce -4.4% | 337,106 | $17.7M |
| Wellington Management Group LLP | 0.00% | No change | 292,132 | $15.3M |
| Van Hulzen Asset Management, LLC | 0.86% | Add +0.1% | 243,304 | $12.8M |
| Rpo LLC | 19.58% | No change | 237,730 | $12.5M |
| HighTower Advisors, LLC | 0.02% | Add +11.2% | 222,484 | $11.7M |
| Kestra Advisory Services, LLC | 0.06% | Add +7.4% | 192,069 | $10.0M |
| Traynor Capital Management, Inc. | 0.85% | Add +239.9% | 190,819 | $10.0M |
| Tidal Investments LLC | 0.13% | New | 179,416 | $9.4M |
| Virtu Financial LLC | 0.58% | New | 159,286 | $8.4M |
| Compass Ion Advisors, LLC | 1.12% | Add +0.8% | 126,076 | $7.8M |
| Brightlight Capital Management LP | 4.13% | Add +67.5% | 147,100 | $7.7M |
| Marex Group Ltd | 0.19% | New | 133,900 | $7.0M |
| Logan Stone Capital, LLC | 1.62% | Add +0.1% | 119,734 | $6.3M |
| DRW Securities, LLC | 0.35% | New | 109,836 | $5.8M |
| Cresset Asset Management, LLC | 0.02% | Add +5.1% | 107,437 | $5.6M |
| Patient Capital Management, LLC | 0.29% | Reduce -8.5% | 102,837 | $5.4M |
| Kingswood Wealth Advisors, LLC | 0.48% | Add +38.0% | 100,916 | $5.3M |
| Brookstone Capital Management | 0.09% | Add +8.9% | 92,870 | $5.3M |
| Hudson Bay Capital Management LP | 0.04% | Reduce -68.3% | 96,347 | $5.1M |
| Elequin Capital, LP | 3.44% | Reduce -80.5% | 96,310 | $5.1M |
| JBF Capital, Inc. | 0.77% | New | 95,000 | $5.0M |
| SMI Advisory Services, LLC | 1.19% | Add +40.0% | 94,984 | $4.8M |
| Kamunting Street Capital Management, L.P. | 4.38% | New | 90,000 | $4.7M |
| Modus Advisors, LLC | 1.67% | New | 89,832 | $4.7M |
| Integrated Advisors Network LLC | 0.24% | Reduce -4.5% | 89,062 | $4.7M |
| IMC-Chicago, LLC | 0.15% | Reduce -76.3% | 87,515 | $4.6M |
| Newtyn Management, LLC | 0.87% | No change | 87,000 | $4.6M |
| Creative Planning | 0.00% | Add +30.3% | 84,666 | $4.4M |
| Mad River Investors | 2.92% | Reduce -2.5% | 83,001 | $4.4M |
| Parcion Private Wealth LLC | 0.39% | Add +0.9% | 80,730 | $4.2M |
| Citadel Advisors | 0.00% | Reduce -62.8% | 78,529 | $4.1M |
| Mint Tower Capital Management B.V. | 4.92% | New | 76,281 | $4.0M |
| US Bancorp \de | 0.01% | Reduce -13.5% | 75,885 | $4.0M |
| Cantor Fitzgerald, L. P. | 0.78% | Add +876.8% | 73,292 | $3.8M |
| Commonwealth Equity Services, LLC | 0.01% | Add +2.6% | 71,549 | $3.8M |
| Peregrine Asset Advisers, Inc. | 1.42% | Add +62.1% | 68,725 | $3.6M |
| Eschler Asset Management LLP | 2.82% | Add +622.2% | 65,000 | $3.6M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +107.5% | 63,353 | $3.3M |
| NewEdge Advisors, LLC | 0.02% | Reduce -1.6% | 62,834 | $3.3M |
| Pasadena Private Wealth, LLC | 0.75% | New | 62,094 | $3.3M |
| Beck Capital Management, LLC | 0.87% | Add +4.2% | 60,146 | $3.2M |
| Point72 Asset Management | 0.01% | Reduce -95.4% | 57,192 | $3.0M |
| Corient Private Wealth LP | 0.01% | Reduce -31.6% | 56,908 | $3.0M |
| Sowell Financial Services LLC | 0.14% | Add +10.5% | 56,183 | $2.9M |
| Smart Money Group LLC | 1.04% | Add +1.1% | 50,887 | $2.9M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +57.4% | 53,333 | $2.8M |
| Claar Advisors LLC | 0.89% | Add +50.0% | 52,500 | $2.8M |
| Courage Capital Management LLC | 7.95% | Add +10.7% | 51,671 | $2.7M |
| Graham Capital Management, L.P. | 0.17% | Reduce -16.4% | 51,000 | $2.7M |
| Townsquare Capital LLC | 0.04% | Add +10.0% | 50,473 | $2.6M |
| Old Mission Capital LLC | 0.07% | Reduce -16.5% | 49,780 | $2.6M |
| Copperleaf Capital, LLC | 2.04% | Add +266.6% | 48,520 | $2.5M |
| Beaird Harris Wealth Management, LLC | 0.24% | Add +233.3% | 47,863 | $2.5M |
| Fiduciary Trust Co | 0.03% | Add +1.7% | 41,532 | $2.2M |
| Cambridge Advisors Inc. | 0.48% | Add +6.3% | 39,305 | $2.1M |
| Sepio Capital, LP | 0.17% | Add +36.0% | 35,360 | $1.9M |
| SVB Wealth LLC | 0.04% | Add +6.4% | 33,202 | $1.7M |
| Stansberry Asset Management, LLC | 0.24% | Add +0.7% | 32,904 | $1.7M |
| PYA Waltman Capital, LLC | 0.63% | Add +2.0% | 32,866 | $1.7M |
| RFG Advisory, LLC | 0.05% | New | 30,350 | $1.6M |
| Focus Partners Wealth | 0.01% | Add +166.9% | 29,210 | $1.6M |
| Bank of America Corp. | 0.00% | Add +20.7% | 29,420 | $1.5M |
| Ieq Capital, LLC | 0.02% | Add +15.1% | 29,380 | $1.5M |
| Arbor Capital Management Inc. | 1.41% | Reduce -1.9% | 27,836 | $1.5M |
| Senator Investment Group LP | 0.07% | No change | 28,419 | $1.5M |
| Stratos Wealth Advisors, LLC | 0.07% | New | 26,721 | $1.4M |
| Childress Capital Advisors, LLC | 0.39% | No change | 26,586 | $1.4M |
| Edge Capital Group, LLC | 0.07% | New | 26,565 | $1.4M |
| Blue Trust, Inc. | 0.02% | No change | 22,117 | $1.4M |
| Mills Wealth Advisors LLC | 0.98% | Reduce -0.2% | 26,108 | $1.4M |
| Abound Wealth Management | 0.50% | Add +6.5% | 25,721 | $1.3M |
| Rathbones Group PLC | 0.01% | No change | 25,500 | $1.3M |
| Avior Wealth Management, LLC | 0.06% | Add +1658.5% | 24,760 | $1.3M |
| Cwm, LLC | 0.01% | New | 24,369 | $1.3M |
| Lido Advisors, LLC | 0.01% | Add +5.3% | 24,027 | $1.3M |
| Secure Asset Management, LLC | 0.24% | New | 23,647 | $1.2M |
| OneDigital Investment Advisors LLC | 0.02% | Add +28.7% | 23,392 | $1.2M |
| Arkos Global Advisors | 0.20% | Add +52.3% | 23,278 | $1.2M |
| Mercer Global Advisors Inc. | 0.00% | Add +53.4% | 22,854 | $1.2M |
| Highland Financial Advisors, LLC | 0.44% | Add +39.1% | 22,744 | $1.2M |
| SevenBridge Financial Group, LLC | 0.26% | Add +199.7% | 23,708 | $1.2M |
| Life Line Wealth Management LLC | 0.44% | No change | 22,054 | $1.2M |
| EP Wealth Advisors, LLC | 0.01% | Add +4.4% | 21,992 | $1.2M |
| Capital Investment Advisors, LLC | 0.03% | New | 21,758 | $1.1M |
| Guild Investment Management, Inc. | 1.30% | Add +54.0% | 21,662 | $1.1M |
| Kerrisdale Advisers, LLC | 0.35% | New | 21,102 | $1.1M |
| O'Neil Global Advisors, Inc. | 0.51% | Add +192.5% | 20,475 | $1.1M |
| Proficio Capital Partners LLC | 0.11% | Add +145.4% | 20,094 | $1.1M |
| Advisory Services Network, LLC | 0.02% | Add +36.6% | 19,723 | $1.0M |
| Debussy Capital Management LP | 0.29% | Add +5.3% | 19,695 | $1.0M |
| Global Retirement Partners, LLC | 0.03% | Add +50.1% | 19,630 | $1.0M |
| 3EDGE Asset Management, LP | 0.08% | Add +60.3% | 19,233 | $1.0M |
| Choreo, LLC | 0.02% | Add +302.5% | 17,359 | $958K |
| Exencial Wealth Advisors, LLC | 0.04% | No change | 17,787 | $933K |
| Financial Management Professionals, Inc. | 0.13% | Reduce -8.3% | 17,767 | $932K |
| Cinctive Capital Management LP | 0.05% | No change | 17,500 | $918K |
| GAMCO Investors | 0.01% | Add +52.2% | 17,500 | $918K |
| Condor Capital Management | 0.09% | Reduce -2.8% | 17,248 | $905K |
| Adero Partners, LLC | 0.07% | No change | 17,223 | $904K |
| Firestone Capital Management | 0.24% | Add +0.7% | 16,896 | $886K |
| Almanack Investment Partners, LLC. | 0.14% | Add +33.1% | 16,242 | $852K |
| Waldron Private Wealth LLC | 0.04% | No change | 16,175 | $849K |
| Pathstone Holdings, LLC | 0.00% | Add +196.9% | 16,073 | $843K |
| Private Advisor Group, LLC | 0.01% | New | 15,539 | $815K |
| Great Valley Advisor Group, Inc. | 0.02% | Add +0.5% | 15,413 | $809K |
| Nkcfo LLC | 0.43% | No change | 15,000 | $787K |
| Wellspring Financial Advisors, LLC | 0.09% | New | 14,763 | $774K |
| Valeo Financial Advisors, LLC | 0.02% | Add +9.5% | 14,619 | $767K |
| Brown Brothers Harriman & Co. | 0.01% | No change | 14,579 | $765K |
| Marietta Wealth Management, LLC | 0.12% | New | 14,470 | $759K |
| AE Wealth Management LLC | 0.01% | Add +147.3% | 13,642 | $716K |
| Evexia Wealth LLC | 0.27% | New | 11,899 | $711K |
| Tradition Wealth Management, LLC | 0.07% | Reduce -0.1% | 13,400 | $703K |
| Brown Advisory Inc. | 0.00% | Add +21.6% | 13,171 | $691K |
| Ancora Advisors LLC | 0.02% | Reduce -12.3% | 13,092 | $687K |
| SMART Wealth LLC | 0.28% | Add +32.7% | 13,073 | $686K |
| Synergy Financial Group, LTD | 0.68% | Add +3.5% | 12,351 | $648K |
| CIBC Private Wealth Group LLC | 0.00% | Add +46.8% | 13,028 | $644K |
| Kingsview Wealth Management, LLC | 0.02% | New | 12,253 | $643K |
| Financial Designs Corp | 0.44% | New | 12,222 | $641K |
| MAI Capital Management | 0.01% | No change | 11,558 | $606K |
| Moors & Cabot, Inc. | 0.03% | Reduce -10.2% | 11,062 | $580K |
| Madison Park Capital Advisors, LLC | 0.48% | New | 10,984 | $576K |
| Mustard Seed Financial, LLC | 0.55% | Reduce -15.2% | 10,890 | $571K |
| Coyle Financial Counsel LLC | 0.20% | No change | 9,150 | $568K |
| Scotia Capital Inc. | 0.00% | Add +30.7% | 10,800 | $567K |
| Sunbelt Securities, Inc. | 0.06% | New | 10,687 | $561K |
| Soltis Investment Advisors LLC | 0.06% | Add +27.0% | 10,557 | $554K |
| Hubbell Strickland Wealth Management, LLC | 0.28% | Add +19.4% | 10,492 | $550K |
| Samalin Investment Counsel, LLC | 0.25% | Add +0.3% | 10,185 | $534K |
| Glaxis Capital Management, LLC | 0.91% | New | 10,000 | $525K |
| B. Riley Wealth Advisors, Inc. | 0.01% | New | 9,812 | $515K |
| Correct Capital Wealth Management | 0.12% | New | 9,725 | $510K |
| Access Financial Services, Inc. | 0.23% | No change | 9,600 | $504K |
| Am Investment Strategies LLC | 0.12% | Add +27.5% | 9,455 | $496K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -34.2% | 9,444 | $495K |
| Kestra Private Wealth Services, LLC | 0.01% | New | 9,066 | $476K |
| Blue Square Asset Management, LLC | 0.28% | New | 9,028 | $474K |
| Bank of Montreal | 0.00% | Reduce -16.9% | 8,124 | $473K |
| M. Kulyk & Associates, LLC | 0.11% | No change | 8,872 | $465K |
| Mutual Advisors, LLC | 0.01% | Add +26.4% | 7,855 | $462K |
| Johnson Investment Counsel Inc. | 0.00% | Add +94.8% | 8,425 | $442K |
| CENTRAL TRUST Co | 0.01% | Add +0.6% | 8,369 | $439K |
| Libra Wealth LLC | 0.19% | Add +30.1% | 8,183 | $429K |
| Mission Wealth Management, LP | 0.01% | Add +2.0% | 8,092 | $425K |
| Sweeney & Michel, LLC | 0.18% | Add +3.8% | 8,235 | $417K |
| Pure Financial Advisors, LLC | 0.01% | Add +7.0% | 7,774 | $408K |
| Parallel Advisors, LLC | 0.01% | Add +5.9% | 7,630 | $400K |
| JSF Financial, LLC | 0.12% | Reduce -5.5% | 7,312 | $384K |
| Berger Financial Group, Inc | 0.03% | Add +1.3% | 7,287 | $382K |
| Trek Financial, LLC | 0.03% | New | 6,827 | $358K |
| Smallwood Wealth Investment Management, LLC | 0.28% | New | 6,803 | $357K |
| Merit Financial Group, LLC | 0.01% | Add +5.5% | 6,696 | $351K |
| NTV Asset Management LLC | 0.05% | Add +62.5% | 6,500 | $341K |
| Financial Partners Group, Inc | 0.05% | Add +29.9% | 6,473 | $340K |
| NewEdge Wealth, LLC | 0.01% | New | 6,418 | $337K |
| CRA Financial Services, LLC | 0.07% | Add +6.3% | 6,244 | $328K |
| Mgo One Seven LLC | 0.02% | Add +1.8% | 6,194 | $325K |
| Sfmg, LLC | 0.03% | Add +65.3% | 6,177 | $324K |
| Regatta Capital Group, LLC | 0.07% | New | 6,134 | $322K |
| Rothschild Investment LLC | 0.02% | Add +100.0% | 6,000 | $315K |
| Thoroughbred Financial Services, LLC | 0.02% | New | 6,000 | $314K |
| Invesco Ltd. | 0.00% | New | 5,950 | $312K |
| FinTrust Capital Advisors, LLC | 0.06% | Add +13.2% | 5,851 | $307K |
| Roman Butler Fullerton & Co. | 0.10% | New | 6,072 | $305K |
| Belpointe Asset Management LLC | 0.02% | Add +30.9% | 5,760 | $302K |
| Aptus Capital Advisors, LLC | 0.01% | Add +15.8% | 5,755 | $302K |
| Equitable Trust Co. | 0.02% | New | 5,551 | $301K |
| Horizon Kinetics Asset Management LLC | 0.01% | New | 5,705 | $299K |
| Cooper Financial Group | 0.04% | New | 5,593 | $293K |
| Sugar Maple Asset Management, LLC | 0.28% | New | 5,505 | $289K |
| Sage Mountain Advisors LLC | 0.03% | No change | 5,503 | $289K |
| Basso Capital Management, L.P. | 0.26% | New | 5,500 | $289K |
| Intellectus Partners, LLC | 0.08% | Add +27.9% | 5,500 | $289K |
| Tectonic Advisors LLC | 0.02% | Add +5.6% | 5,445 | $286K |
| Canvas Wealth Advisors, LLC | 0.09% | Add +8.9% | 4,915 | $283K |
| Lionsbridge Wealth Management LLC | 0.22% | Reduce -43.0% | 5,333 | $280K |
| Sanctuary Advisors, LLC | 0.00% | — | 5,017 | $280K |
| First Heartland Consultants, Inc. | 0.03% | Add +0.7% | 5,266 | $276K |
| AdvisorNet Financial, Inc | 0.02% | New | 5,204 | $273K |
| Chicago Partners Investment Group LLC | 0.01% | New | 4,726 | $272K |
| Associated Banc-Corp | 0.01% | New | 5,120 | $269K |
| Wealth Quarterback LLC | 0.15% | New | 5,085 | $267K |
| Zuckerman Investment Group, LLC | 0.03% | New | 5,000 | $262K |
| Aries Wealth Management | 0.08% | New | 4,956 | $260K |
| Allworth Financial LP | 0.00% | Add +47.9% | 4,413 | $260K |
| Osaic Holdings, Inc. | 0.00% | Reduce -17.4% | 4,931 | $259K |
| Personal Cfo Solutions, LLC | 0.04% | Add +2.1% | 4,880 | $256K |
| Lake Street Advisors Group, LLC | 0.01% | New | 4,790 | $251K |
| Delta Investment Management, LLC | 0.06% | New | 4,788 | $251K |
| Pallas Capital Advisors LLC | 0.01% | Add +14.7% | 4,511 | $251K |
| WealthPlan Investment Management, LLC | 0.04% | New | 4,738 | $249K |
| Laidlaw Wealth Management LLC | 0.14% | Reduce -7.0% | 4,737 | $249K |
| Gibson Capital, LLC | 0.05% | No change | 4,728 | $248K |
| Coston, McIsaac & Partners | 0.08% | Add +30.1% | 4,677 | $245K |
| Headlands Technologies LLC | 0.03% | Add +155.3% | 4,666 | $245K |
| Timber Creek Capital Management LLC | 0.07% | New | 4,612 | $242K |
| Buckingham Strategic Wealth, LLC | 0.00% | Reduce -3.3% | 4,570 | $240K |
| Silverlake Wealth Management LLC | 0.10% | New | 4,492 | $236K |
| Aerodigm Wealth, LLC | 0.11% | New | 4,470 | $234K |
| Falcon Wealth Planning | 0.03% | New | 4,435 | $233K |
| Walleye Capital LLC | 0.00% | New | 4,370 | $229K |
| Orion Porfolio Solutions, LLC | 0.00% | New | 4,344 | $228K |
| Orion Portfolio Solutions, LLC | 0.00% | New | 4,344 | $228K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +15.6% | 4,332 | $227K |
| Exchange Capital Management, Inc. | 0.04% | New | 4,300 | $226K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | New | 4,189 | $220K |
| United Community Bank | 0.09% | New | 4,183 | $219K |
| Florida Financial Advisors, LLC | 0.13% | Reduce -29.2% | 4,139 | $217K |
| Centaurus Financial, Inc. | 0.01% | Reduce -1.7% | 4,139 | $217K |
| Robertson Stephens Wealth Management, LLC | 0.01% | New | 4,016 | $211K |
| Atlas Financial Advisors, Inc. | 0.35% | Add +5.9% | 4,013 | $211K |
| Strait & Sound Wealth Management LLC | 0.11% | New | 4,000 | $210K |
| Titleist Asset Management, LLC | 0.03% | New | 3,989 | $209K |
| Clearstead Advisors, LLC | 0.00% | New | 3,988 | $209K |
| First National Corp. /Ma/ | 0.05% | New | 3,929 | $206K |
| Wealthspire Advisors, LLC | 0.00% | New | 3,920 | $206K |
| Clare Market Investments LLC | 0.06% | New | 3,875 | $203K |
| Bleakley Financial Group, LLC | 0.01% | Add +15.6% | 3,853 | $202K |
| Simplicity Wealth,LLC | 0.00% | Add +15.6% | 3,853 | $202K |
| Integrated Wealth Concepts LLC | 0.00% | New | 3,834 | $201K |
| Vestor Capital, LLC | 0.01% | Add +33.3% | 3,102 | $163K |
| Spartan Fund Management Inc. | 0.37% | No change | 2,500 | $131K |
| Financial Perspectives, Inc | 0.05% | New | 2,487 | $130K |
| Carolinas Wealth Consulting LLC | 0.02% | No change | 2,434 | $128K |
| MCF Advisors LLC | 0.01% | No change | 2,373 | $124K |
| Rosenberg Matthew Hamilton | 0.04% | No change | 2,219 | $123K |
| PNC Financial Services Group, Inc. | 0.00% | Add +8.8% | 2,097 | $110K |
| Avondale Wealth Management | 0.07% | New | 1,995 | $105K |
| Brown, Lisle/Cummings, Inc. | 0.03% | Reduce -20.3% | 1,960 | $103K |
| Tortoise Investment Management, LLC | 0.01% | No change | 1,806 | $95K |
| ORG Partners LLC | 0.01% | New | 1,596 | $88K |
| Covestor Ltd | 0.06% | Reduce -2.0% | 1,670 | $88K |
| Centerpoint Advisors, LLC | 0.03% | Add +63.5% | 1,416 | $74K |
| Lindbrook Capital, LLC | 0.01% | No change | 1,400 | $73K |
| Beacon Capital Management, LLC | 0.01% | New | 1,394 | $73K |
| Hobbs Group Advisors, LLC | 0.03% | — | 1,394 | $73K |
| UMB Bank, n.a. | 0.00% | New | 1,275 | $67K |
| Larson Financial Group LLC | 0.00% | Add +701.3% | 1,274 | $67K |
| Plante Moran Financial Advisors, LLC | 0.01% | Add +7.4% | 1,227 | $64K |
| Archer Investment Corp | 0.02% | Reduce -0.6% | 1,201 | $63K |
| Asset Dedication, LLC | 0.00% | New | 1,188 | $62K |
| Hantz Financial Services, Inc. | 0.00% | New | 880 | $46K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -52.1% | 789 | $44K |
| Atlantic Private Wealth, LLC | 0.04% | No change | 823 | $43K |
| Sandy Spring Bank | 0.00% | Add +22.0% | 809 | $42K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | New | 774 | $41K |
| Richard W. Paul & Associates, LLC | 0.02% | No change | 765 | $40K |
| AllSquare Wealth Management LLC | 0.02% | No change | 665 | $35K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +635.3% | 625 | $33K |
| Pathway Financial Advisers, LLC | 0.01% | Add +0.3% | 623 | $33K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | New | 600 | $31K |
| Jamison Private Wealth Management, Inc. | 0.01% | No change | 571 | $30K |
| Financial Gravity Asset Management, Inc. | 0.01% | New | 512 | $27K |
| Rise Advisors, LLC | 0.01% | New | 500 | $26K |
| Trust Co. of Vermont | 0.00% | No change | 409 | $21K |
| Stonehage Fleming Financial Services Holdings Ltd | 0.00% | New | 378 | $20K |
| Lynx Investment Advisory | 0.01% | — | 350 | $18K |
| Capital Analysts, LLC | 0.00% | Add +101.1% | 352 | $18K |
| Baldwin Wealth Partners LLC | 0.00% | No change | 310 | $16K |
| Colonial Trust Advisors | 0.00% | Add +50.0% | 300 | $16K |
| NFSG Corp | 0.01% | Add +65.9% | 282 | $15K |
| Sound Income Strategies, LLC | 0.00% | New | 264 | $14K |
| Pension & Wealth Management Advisors, Inc. | 0.01% | Add +7.8% | 262 | $14K |
| Chris Bulman Inc | 0.01% | — | 250 | $13K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -64.3% | 250 | $13K |
| SJS Investment Consulting Inc. | 0.00% | No change | 210 | $11K |
| New Millennium Group LLC | 0.01% | New | 208 | $11K |
| Stephens Consulting, LLC | 0.00% | No change | 200 | $10K |
| M&R Capital Management Inc. | 0.00% | New | 200 | $10K |
| Arax Advisory Partners | 0.00% | No change | 192 | $10K |
| Ashton Thomas Private Wealth, LLC | 0.00% | New | 180 | $9K |
| Clearstead Trust, LLC | 0.00% | New | 170 | $9K |
| Hollencrest Capital Management | 0.00% | No change | 170 | $9K |
| FSC Wealth Advisors, LLC | 0.01% | New | 161 | $8K |
| HighMark Wealth Management LLC | 0.01% | Reduce -17.9% | 160 | $8K |
| IFP Advisors, Inc | 0.00% | Add +60.0% | 160 | $8K |
| Cornerstone Planning Group LLC | 0.00% | New | 151 | $7K |
| Private Ocean, LLC | 0.00% | New | 93 | $5K |
| Spectrum Wealth Counsel, LLC | 0.00% | No change | 85 | $4K |
| Glassman Wealth Services | 0.00% | New | 81 | $4K |
| Castleview Partners, LLC | 0.00% | No change | 80 | $4K |
| Signaturefd, LLC | 0.00% | Add +33.3% | 40 | $2K |
| Camelot Portfolios, LLC | 0.00% | New | 36 | $2K |
| Financial Freedom, LLC | 0.00% | No change | 24 | $1K |
| Battery Global Advisors, LLC | 0.00% | No change | 24 | $1K |
| Financial Network Wealth Advisors LLC | 0.00% | New | 9 | $472 |
| Frazier Financial Advisors, LLC | 0.00% | New | 3 | $158 |
| Oakworth Capital, Inc. | 0.00% | New | 3 | $157 |
| FMR LLC | 0.00% | Reduce -95.9% | 2 | $105 |
| Morgan Stanley | 0.00% | New | 1 | $52 |
| Evergreen Private Wealth LLC | 0.00% | New | 1 | $52 |
| Wells Fargo & Company | 0.00% | New | 1 | $30 |
"% of holder's portfolio" is FBTC's weight in each manager's 13F, not the share of Fidelity Wise Origin Bitcoin the manager owns.