Fidelity Wise Origin BitcoinFBTCETF
13F holders, Q3 2024 (September 30)At the end of Q3 2024, 343 institutions reported holding Fidelity Wise Origin Bitcoin (FBTC) in their 13F filings, up 29 from Q2 2024. 66 opened new positions and 38 sold out. The largest holders were Millennium Management ($644.1M), Capula Management Ltd ($288.0M) and Schonfeld Strategic Advisors LLC ($263.5M). 4 famous investors held it, including Israel Englander (0.6% of Millennium Management's portfolio), David E. Shaw (0.3% 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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 66 | $103.9M |
| Exits | 38 | $65.1M |
All 13F filers, Q2 2024 → Q3 2024: 9,498,592 shares bought and 8,485,822 shares sold, net +1,012,770 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 343 holders
| Millennium Management | 0.58% | Add +3.3% | 11,599,511 | $644.1M |
| Capula Management Ltd | 3.61% | Add +28.9% | 5,186,541 | $288.0M |
| Schonfeld Strategic Advisors LLC | 2.14% | Add +21.6% | 4,745,650 | $263.5M |
| D. E. Shaw & Co. | 0.30% | Add +125.0% | 3,860,300 | $214.4M |
| Susquehanna International Group, LLP | 0.29% | Add +18.6% | 3,043,646 | $169.0M |
| Jane Street Group, LLC | 0.23% | Reduce -42.3% | 2,572,210 | $142.8M |
| HBK Investments L P | 2.93% | Add +13.2% | 2,451,020 | $136.1M |
| Goldman Sachs Group Inc. | 0.02% | Add +13.4% | 1,720,291 | $95.5M |
| Pine Ridge Advisers LLC | 8.32% | No change | 1,504,733 | $83.6M |
| Almitas Capital LLC | 22.01% | New | 1,115,370 | $61.9M |
| Flow Traders U.S. LLC | 2.78% | Add +40.5% | 986,641 | $54.8M |
| Ovata Capital Management Ltd | 20.25% | Add +106.0% | 862,940 | $47.8M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -29.8% | 596,465 | $33.1M |
| United Capital Management of KS, Inc. | 6.76% | Add +55.1% | 559,503 | $31.1M |
| Beaumont Financial Advisors, LLC | 2.16% | Add +0.2% | 497,707 | $27.6M |
| Cresset Asset Management, LLC | 0.10% | Add +312.9% | 443,657 | $24.6M |
| Landscape Capital Management, L.L.C. | 2.49% | Reduce -9.8% | 440,056 | $24.4M |
| Boothbay Fund Management, LLC | 0.79% | Reduce -41.0% | 428,082 | $23.8M |
| Mariner, LLC | 0.04% | Add +14.4% | 417,785 | $23.2M |
| Wolverine Asset Management LLC | 2.26% | Reduce -46.6% | 408,518 | $22.7M |
| Legacy Wealth Asset Management, LLC | 5.03% | Add +0.1% | 337,407 | $18.7M |
| EverSource Wealth Advisors, LLC | 1.11% | Reduce -0.2% | 315,694 | $17.5M |
| Wellington Management Group LLP | 0.00% | Add +2.6% | 299,632 | $16.6M |
| Van Hulzen Asset Management, LLC | 1.07% | Add +9.6% | 266,750 | $14.8M |
| HighTower Advisors, LLC | 0.02% | Add +16.0% | 258,033 | $14.3M |
| Rpo LLC | 21.00% | Add +2.4% | 243,530 | $13.5M |
| Atlas Wealth Partners, LLC | 17.29% | New | 204,214 | $11.3M |
| Tidal Investments LLC | 0.12% | Add +11.2% | 199,499 | $11.1M |
| Kestra Advisory Services, LLC | 0.06% | Add +2.6% | 196,999 | $10.9M |
| Brightlight Capital Management LP | 4.47% | Add +13.5% | 167,000 | $9.3M |
| Mint Tower Capital Management B.V. | 9.03% | Add +116.4% | 165,091 | $9.2M |
| Compass Ion Advisors, LLC | 1.06% | Add +23.3% | 155,419 | $8.6M |
| Marex Group Ltd | 0.17% | No change | 133,900 | $7.4M |
| Bank of Montreal | 0.00% | Add +1251.8% | 109,822 | $6.3M |
| Logan Stone Capital, LLC | 1.53% | Reduce -7.4% | 110,853 | $6.2M |
| Kingswood Wealth Advisors, LLC | 0.42% | Add +5.0% | 105,968 | $5.9M |
| Creative Planning | 0.01% | Add +16.4% | 98,558 | $5.5M |
| Patient Capital Management, LLC | 0.26% | Reduce -5.8% | 96,851 | $5.4M |
| Hudson Bay Capital Management LP | 0.04% | Add +0.1% | 96,427 | $5.4M |
| JBF Capital, Inc. | 0.79% | No change | 95,000 | $5.3M |
| SMI Advisory Services, LLC | 1.14% | Reduce -0.7% | 94,315 | $5.1M |
| Modus Advisors, LLC | 1.66% | Add +1.0% | 90,731 | $5.0M |
| Integrated Advisors Network LLC | 0.24% | Add +0.9% | 89,881 | $5.0M |
| Brookstone Capital Management | 0.07% | Reduce -4.1% | 89,038 | $4.9M |
| Newtyn Management, LLC | 0.74% | No change | 87,000 | $4.8M |
| Parcion Private Wealth LLC | 0.38% | Add +1.5% | 81,947 | $4.6M |
| Mad River Investors | 2.50% | Reduce -2.2% | 81,149 | $4.5M |
| Commonwealth Equity Services, LLC | 0.01% | Add +12.5% | 80,468 | $4.5M |
| Pasadena Private Wealth, LLC | 0.91% | Add +24.4% | 77,237 | $4.3M |
| US Bancorp \de | 0.01% | Add +1.3% | 76,897 | $4.3M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +39.0% | 74,162 | $4.1M |
| Eschler Asset Management LLP | 5.39% | No change | 65,000 | $3.6M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +2.2% | 64,756 | $3.6M |
| NewEdge Advisors, LLC | 0.02% | Reduce -1.2% | 62,056 | $3.4M |
| Beck Capital Management, LLC | 0.87% | Reduce -1.9% | 58,973 | $3.3M |
| Sowell Financial Services LLC | 0.15% | Add +3.6% | 58,204 | $3.2M |
| Smart Money Group LLC | 1.10% | Reduce -0.8% | 50,470 | $3.1M |
| Corient Private Wealth LP | 0.00% | Reduce -4.1% | 54,577 | $3.0M |
| Beaird Harris Wealth Management, LLC | 0.26% | Add +11.9% | 53,569 | $3.0M |
| Townsquare Capital LLC | 0.04% | Add +4.6% | 52,773 | $2.9M |
| Claar Advisors LLC | 0.98% | No change | 52,500 | $2.9M |
| Courage Capital Management LLC | 7.11% | No change | 51,671 | $2.9M |
| Virtu Financial LLC | 0.16% | Reduce -67.9% | 51,169 | $2.8M |
| Exencial Wealth Advisors, LLC | 0.10% | Add +173.3% | 48,615 | $2.7M |
| Fiduciary Alliance LLC | 0.34% | New | 46,018 | $2.6M |
| Nwam LLC | 0.15% | New | 43,832 | $2.4M |
| Fiduciary Trust Co | 0.03% | Add +5.4% | 43,757 | $2.4M |
| O'Neil Global Advisors, Inc. | 0.61% | Add +111.8% | 43,370 | $2.4M |
| Cambridge Advisors Inc. | 0.49% | Add +2.9% | 40,431 | $2.2M |
| Sepio Capital, LP | 0.17% | Add +11.6% | 39,458 | $2.2M |
| Panoramic Investment Advisors, LLC | 1.47% | — | 38,250 | $2.1M |
| NorthCoast Asset Management LLC | 0.01% | New | 37,643 | $2.1M |
| Sfmg, LLC | 0.17% | Add +508.3% | 37,577 | $2.1M |
| PYA Waltman Capital, LLC | 0.68% | Add +13.5% | 37,301 | $2.1M |
| RFG Advisory, LLC | 0.06% | Add +21.3% | 36,819 | $2.0M |
| SevenBridge Financial Group, LLC | 0.39% | Add +12.4% | 26,655 | $2.0M |
| Copperleaf Capital, LLC | 1.55% | Reduce -24.8% | 36,494 | $2.0M |
| Citadel Advisors | 0.00% | Reduce -54.9% | 35,419 | $2.0M |
| Evexia Wealth LLC | 0.69% | Add +197.1% | 35,351 | $2.0M |
| Kerrisdale Advisers, LLC | 0.66% | Add +66.7% | 35,172 | $2.0M |
| Peregrine Asset Advisers, Inc. | 0.67% | Reduce -48.9% | 35,091 | $1.9M |
| Am Investment Strategies LLC | 0.45% | Add +250.9% | 33,180 | $1.8M |
| Avior Wealth Management, LLC | 0.07% | Add +33.3% | 32,996 | $1.8M |
| Guild Investment Management, Inc. | 1.96% | Add +48.3% | 32,117 | $1.8M |
| Ieq Capital, LLC | 0.02% | Add +7.5% | 31,571 | $1.8M |
| Cetera Investment Advisers | 0.00% | New | 31,504 | $1.7M |
| Stansberry Asset Management, LLC | 0.23% | Reduce -5.6% | 31,063 | $1.7M |
| Arbor Capital Management Inc. | 1.61% | Add +13.2% | 31,505 | $1.7M |
| Bank of America Corp. | 0.00% | Add +1.7% | 29,919 | $1.7M |
| Cwm, LLC | 0.01% | Add +16.4% | 28,358 | $1.6M |
| Secure Asset Management, LLC | 0.27% | Add +19.9% | 28,350 | $1.6M |
| Lido Advisors, LLC | 0.01% | Add +15.8% | 27,814 | $1.5M |
| Stratos Wealth Advisors, LLC | 0.07% | Add +3.8% | 27,744 | $1.5M |
| Altfest L J & Co. Inc. | 0.20% | New | 27,526 | $1.5M |
| Sanctuary Advisors, LLC | 0.01% | Add +244.4% | 17,279 | $1.5M |
| Highland Financial Advisors, LLC | 0.53% | Add +18.3% | 26,894 | $1.5M |
| Edge Capital Group, LLC | 0.07% | No change | 26,565 | $1.5M |
| Executive Wealth Management, LLC | 0.11% | New | 26,352 | $1.5M |
| Brown Brothers Harriman & Co. | 0.01% | Add +80.4% | 26,299 | $1.5M |
| Mills Wealth Advisors LLC | 0.99% | Reduce -0.9% | 25,869 | $1.4M |
| Abound Wealth Management | 0.47% | Add +0.1% | 25,758 | $1.4M |
| Rathbones Group PLC | 0.01% | No change | 25,500 | $1.4M |
| Park Avenue Securities LLC | 0.02% | New | 24,550 | $1.4M |
| Kestra Private Wealth Services, LLC | 0.02% | Add +163.7% | 23,904 | $1.3M |
| Arkos Global Advisors | 0.19% | Add +1.1% | 23,523 | $1.3M |
| SMART Wealth LLC | 0.51% | Add +79.7% | 23,490 | $1.3M |
| Allegheny Financial Group | 0.31% | New | 22,834 | $1.3M |
| Mercer Global Advisors Inc. | 0.00% | Add +0.7% | 23,003 | $1.2M |
| EP Wealth Advisors, LLC | 0.01% | Add +1.3% | 22,269 | $1.2M |
| Childress Capital Advisors, LLC | 0.33% | Reduce -16.9% | 22,086 | $1.2M |
| Life Line Wealth Management LLC | 0.44% | No change | 22,054 | $1.2M |
| Global Retirement Partners, LLC | 0.04% | Add +11.6% | 21,904 | $1.2M |
| Capital Investment Advisors, LLC | 0.02% | Reduce -2.6% | 21,201 | $1.2M |
| Blue Trust, Inc. | 0.02% | Add +0.1% | 22,134 | $1.2M |
| Financial Designs Corp | 0.74% | Add +67.9% | 20,523 | $1.1M |
| Libra Wealth LLC | 0.45% | Add +150.3% | 20,479 | $1.1M |
| Debussy Capital Management LP | 0.32% | No change | 19,695 | $1.1M |
| Firestone Capital Management | 0.26% | Add +10.8% | 18,717 | $1.0M |
| Advisory Services Network, LLC | 0.02% | No change | 19,723 | $1.0M |
| Financial Management Professionals, Inc. | 0.13% | Add +3.7% | 18,427 | $1.0M |
| Traynor Capital Management, Inc. | 0.08% | Reduce -90.5% | 18,105 | $1.0M |
| Meridian Wealth Management, LLC | 0.05% | New | 18,038 | $1.0M |
| Cinctive Capital Management LP | 0.06% | No change | 17,500 | $972K |
| GAMCO Investors | 0.01% | No change | 17,500 | $972K |
| Private Advisor Group, LLC | 0.01% | Add +11.7% | 17,355 | $964K |
| Waldron Private Wealth LLC | 0.04% | Add +6.5% | 17,235 | $957K |
| Adero Partners, LLC | 0.06% | Reduce -0.1% | 17,208 | $956K |
| CIBC Private Wealth Group LLC | 0.00% | Add +31.2% | 17,093 | $949K |
| Choreo, LLC | 0.01% | Add +1.0% | 17,539 | $947K |
| Condor Capital Management | 0.09% | Reduce -1.4% | 17,013 | $945K |
| Madison Park Capital Advisors, LLC | 0.70% | Add +52.8% | 16,783 | $932K |
| Arete Wealth Advisors, LLC | 0.08% | New | 16,002 | $886K |
| Bison Wealth, LLC | 0.14% | New | 15,620 | $867K |
| Clearstead Advisors, LLC | 0.01% | Add +286.7% | 15,422 | $856K |
| Great Valley Advisor Group, Inc. | 0.02% | No change | 15,413 | $856K |
| Mustard Seed Financial, LLC | 0.70% | Add +38.7% | 15,102 | $839K |
| Nkcfo LLC | 0.40% | No change | 15,000 | $833K |
| Valeo Financial Advisors, LLC | 0.02% | Add +1.0% | 14,770 | $820K |
| Wellspring Financial Advisors, LLC | 0.10% | No change | 14,763 | $820K |
| Marietta Wealth Management, LLC | 0.12% | No change | 14,470 | $804K |
| Almanack Investment Partners, LLC. | 0.12% | Reduce -11.9% | 14,307 | $794K |
| Compound Planning, Inc. | 0.05% | New | 14,057 | $781K |
| Coston, McIsaac & Partners | 0.22% | Add +199.1% | 13,987 | $776K |
| Pathstone Holdings, LLC | 0.00% | Reduce -13.6% | 13,893 | $771K |
| Brown Advisory Inc. | 0.00% | Add +5.0% | 13,836 | $768K |
| Tradition Wealth Management, LLC | 0.07% | Add +0.0% | 13,402 | $744K |
| Ancora Advisors LLC | 0.02% | Add +1.5% | 13,294 | $738K |
| Soltis Investment Advisors LLC | 0.07% | Add +22.8% | 12,963 | $720K |
| AE Wealth Management LLC | 0.01% | Reduce -8.3% | 12,516 | $695K |
| NTV Asset Management LLC | 0.09% | Add +92.3% | 12,500 | $694K |
| Synergy Financial Group, LTD | 0.65% | Reduce -0.2% | 12,328 | $685K |
| Focus Partners Wealth | 0.00% | Reduce -53.8% | 13,494 | $662K |
| SkyView Investment Advisors, LLC | 0.11% | New | 11,500 | $639K |
| Roman Butler Fullerton & Co. | 0.19% | Add +78.4% | 10,830 | $635K |
| Hubbell Strickland Wealth Management, LLC | 0.29% | Add +6.0% | 11,121 | $618K |
| Lionsbridge Wealth Management LLC | 0.49% | Add +107.7% | 11,079 | $615K |
| Moors & Cabot, Inc. | 0.03% | Reduce -2.0% | 10,835 | $602K |
| Belpointe Asset Management LLC | 0.04% | Add +87.5% | 10,800 | $600K |
| Scotia Capital Inc. | 0.00% | No change | 10,800 | $600K |
| Samalin Investment Counsel, LLC | 0.26% | Add +5.8% | 10,780 | $599K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Add +6.4% | 10,440 | $575K |
| Able Wealth Management LLC | 0.43% | New | 10,134 | $563K |
| Glaxis Capital Management, LLC | 2.17% | No change | 10,000 | $555K |
| Verus Financial Partners, Inc. | 0.06% | New | 10,156 | $548K |
| 3EDGE Asset Management, LP | 0.04% | Reduce -48.9% | 9,826 | $546K |
| Access Financial Services, Inc. | 0.24% | No change | 9,600 | $533K |
| Bedel Financial Consulting, Inc. | 0.08% | New | 9,597 | $533K |
| Allworth Financial LP | 0.00% | Add +117.1% | 9,580 | $532K |
| Tru Independence Asset Management 2, LLC | 0.44% | — | 9,317 | $517K |
| Sweeney & Michel, LLC | 0.20% | Add +3.3% | 8,503 | $510K |
| Bleakley Financial Group, LLC | 0.02% | Add +135.9% | 9,088 | $505K |
| Blue Square Asset Management, LLC | 0.27% | No change | 9,028 | $501K |
| MAI Capital Management | 0.00% | Reduce -22.1% | 9,007 | $500K |
| Everett Harris & Co. | 0.01% | New | 8,979 | $499K |
| Mutual Advisors, LLC | 0.01% | Add +5.8% | 8,309 | $496K |
| FinTrust Capital Advisors, LLC | 0.08% | Add +51.0% | 8,833 | $490K |
| CRA Financial Services, LLC | 0.09% | Add +39.6% | 8,720 | $484K |
| Johnson Investment Counsel Inc. | 0.00% | Add +2.9% | 8,671 | $482K |
| Sunbelt Securities, Inc. | 0.05% | Reduce -18.9% | 8,668 | $481K |
| M. Kulyk & Associates, LLC | 0.09% | Reduce -4.4% | 8,481 | $471K |
| Mission Wealth Management, LP | 0.01% | Add +4.8% | 8,479 | $471K |
| Aries Wealth Management | 0.12% | Add +64.7% | 8,161 | $453K |
| LBMC Investment Advisors, LLC | 0.03% | New | 7,745 | $430K |
| Pure Financial Advisors, LLC | 0.01% | Reduce -0.6% | 7,727 | $429K |
| JSF Financial, LLC | 0.12% | No change | 7,312 | $406K |
| Berger Financial Group, Inc | 0.03% | No change | 7,287 | $405K |
| Regatta Capital Group, LLC | 0.08% | Add +17.5% | 7,209 | $400K |
| Principle Wealth Partners LLC | 0.03% | New | 7,201 | $400K |
| Financial Partners Group, Inc | 0.06% | Add +11.1% | 7,194 | $399K |
| Aptus Capital Advisors, LLC | 0.01% | Add +24.9% | 7,191 | $399K |
| Scientech Research LLC | 0.08% | New | 7,064 | $392K |
| Upper Left Wealth Management, LLC | 0.34% | New | 7,602 | $389K |
| Vantage Financial Partners, LLC | 0.10% | New | 6,950 | $386K |
| Chicago Partners Investment Group LLC | 0.01% | Add +35.9% | 6,421 | $373K |
| Parallel Advisors, LLC | 0.01% | Reduce -13.2% | 6,621 | $368K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | New | 6,564 | $364K |
| Daymark Wealth Partners, LLC | 0.02% | New | 6,542 | $363K |
| LaSalle St. Investment Advisors, LLC | 0.14% | New | 6,500 | $360K |
| NewEdge Wealth, LLC | 0.01% | No change | 6,418 | $356K |
| Westover Capital Advisors, LLC | 0.07% | New | 6,410 | $356K |
| Benchmark Financial Wealth Advisors, LLC | 0.12% | New | 6,372 | $354K |
| Mgo One Seven LLC | 0.02% | Add +2.3% | 6,338 | $352K |
| Invesco Ltd. | 0.00% | Add +4.9% | 6,239 | $346K |
| True North Advisors, LLC | 0.09% | New | 6,132 | $340K |
| Rothschild Investment LLC | 0.02% | No change | 6,000 | $333K |
| Thoroughbred Financial Services, LLC | 0.02% | No change | 6,000 | $333K |
| Horizon Kinetics Asset Management LLC | 0.01% | Add +3.7% | 5,916 | $329K |
| Associated Banc-Corp | 0.01% | Add +14.0% | 5,835 | $324K |
| ExodusPoint Capital Management, LP | 0.00% | New | 5,800 | $322K |
| Guidance Point Advisors, LLC | 0.10% | New | 5,765 | $320K |
| Falcon Wealth Planning | 0.04% | Add +30.0% | 5,765 | $320K |
| Peloton Wealth Strategists | 0.13% | New | 5,650 | $314K |
| Trek Financial, LLC | 0.02% | Reduce -17.8% | 5,614 | $312K |
| Cooper Financial Group | 0.04% | No change | 5,593 | $311K |
| Equitable Trust Co. | 0.02% | No change | 5,551 | $308K |
| Titleist Asset Management, LLC | 0.04% | Add +39.1% | 5,550 | $308K |
| AdvisorNet Financial, Inc | 0.02% | Add +6.7% | 5,550 | $308K |
| WealthPlan Investment Management, LLC | 0.03% | Add +16.8% | 5,532 | $307K |
| Sage Mountain Advisors LLC | 0.03% | No change | 5,503 | $306K |
| Basso Capital Management, L.P. | 0.28% | No change | 5,500 | $305K |
| Intellectus Partners, LLC | 0.08% | No change | 5,500 | $305K |
| Tectonic Advisors LLC | 0.02% | No change | 5,445 | $302K |
| CENTRAL TRUST Co | 0.01% | Reduce -35.2% | 5,426 | $301K |
| Cerity Partners LLC | 0.00% | New | 5,399 | $300K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | Add +28.4% | 5,380 | $299K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +23.3% | 5,342 | $297K |
| Laidlaw Wealth Management LLC | 0.15% | Add +12.0% | 5,307 | $295K |
| First Heartland Consultants, Inc. | 0.03% | No change | 5,266 | $292K |
| Timber Creek Capital Management LLC | 0.08% | Add +12.4% | 5,185 | $288K |
| JB Capital LLC | 0.02% | New | 5,160 | $287K |
| Integrated Wealth Concepts LLC | 0.00% | Add +34.0% | 5,137 | $285K |
| Running Point Capital Advisors, LLC | 0.11% | New | 5,134 | $285K |
| LPL Financial LLC | 0.00% | New | 5,129 | $285K |
| Wealth Quarterback LLC | 0.15% | Add +0.3% | 5,099 | $283K |
| Waddell & Associates, LLC | 0.03% | New | 5,082 | $282K |
| Canvas Wealth Advisors, LLC | 0.08% | Add +3.1% | 5,070 | $282K |
| Merit Financial Group, LLC | 0.01% | Reduce -24.5% | 5,056 | $281K |
| Pallas Capital Advisors LLC | 0.01% | Add +4.1% | 4,697 | $281K |
| Total Investment Management Inc. | 0.03% | New | 5,041 | $280K |
| Cardiff Park Advisors, LLC | 0.03% | New | 5,000 | $278K |
| Personal Cfo Solutions, LLC | 0.04% | Reduce -0.0% | 4,879 | $271K |
| Delta Investment Management, LLC | 0.05% | Add +0.3% | 4,801 | $267K |
| Lake Street Advisors Group, LLC | 0.01% | No change | 4,790 | $266K |
| Robertson Stephens Wealth Management, LLC | 0.01% | Add +14.5% | 4,597 | $255K |
| IVC Wealth Advisors LLC | 0.14% | New | 4,575 | $254K |
| Cascade Financial Partners, LLC | 0.03% | New | 4,300 | $254K |
| KKM Financial LLC | 0.12% | New | 4,500 | $250K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.02% | New | 4,426 | $246K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -53.8% | 4,367 | $243K |
| Atlas Financial Advisors, Inc. | 0.38% | Add +8.7% | 4,361 | $242K |
| CreativeOne Wealth, LLC | 0.01% | New | 4,306 | $239K |
| Exchange Capital Management, Inc. | 0.04% | No change | 4,300 | $239K |
| Independent Financial Group, LLC | 0.01% | New | 4,264 | $237K |
| Wealthspire Advisors, LLC | 0.00% | Add +4.6% | 4,100 | $228K |
| Larson Financial Group LLC | 0.01% | Add +220.7% | 4,086 | $227K |
| Vestor Capital, LLC | 0.02% | Add +29.8% | 4,025 | $224K |
| Strait & Sound Wealth Management LLC | 0.11% | No change | 4,000 | $222K |
| Wealthcare Advisory Partners LLC | 0.01% | New | 3,885 | $216K |
| Kingsview Wealth Management, LLC | 0.00% | Reduce -68.5% | 3,863 | $215K |
| Centaurus Financial, Inc. | 0.01% | Reduce -6.9% | 3,854 | $214K |
| Clare Market Investments LLC | 0.06% | Reduce -0.8% | 3,845 | $214K |
| Foundations Investment Advisors, LLC | 0.00% | New | 3,814 | $212K |
| Captrust Financial Advisors | 0.00% | New | 3,738 | $208K |
| Osaic Holdings, Inc. | 0.00% | Reduce -25.0% | 3,698 | $205K |
| Earned Wealth Advisors, LLC | 0.06% | New | 3,470 | $193K |
| Archer Investment Corp | 0.05% | Add +161.0% | 3,135 | $174K |
| IFP Advisors, Inc | 0.01% | Add +1777.5% | 3,004 | $167K |
| Headlands Technologies LLC | 0.02% | Reduce -43.0% | 2,658 | $148K |
| Financial Perspectives, Inc | 0.05% | No change | 2,487 | $138K |
| Brown, Lisle/Cummings, Inc. | 0.04% | Add +25.5% | 2,460 | $137K |
| Carolinas Wealth Consulting LLC | 0.02% | No change | 2,434 | $135K |
| MCF Advisors LLC | 0.01% | No change | 2,373 | $132K |
| Hobbs Group Advisors, LLC | 0.05% | Add +65.5% | 2,307 | $128K |
| Rosenberg Matthew Hamilton | 0.03% | No change | 2,219 | $123K |
| Covestor Ltd | 0.07% | Add +25.8% | 2,101 | $117K |
| PNC Financial Services Group, Inc. | 0.00% | Add +0.1% | 2,100 | $117K |
| Ashburton (Jersey) Ltd | 0.04% | New | 2,099 | $113K |
| Avondale Wealth Management | 0.07% | Reduce -0.8% | 1,980 | $110K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Add +130.0% | 1,780 | $99K |
| ORG Partners LLC | 0.01% | No change | 1,596 | $89K |
| Raleigh Capital Management Inc. | 0.03% | New | 1,457 | $81K |
| Centerpoint Advisors, LLC | 0.03% | No change | 1,416 | $79K |
| Lindbrook Capital, LLC | 0.01% | Add +1.4% | 1,420 | $79K |
| Beacon Capital Management, LLC | 0.01% | No change | 1,394 | $77K |
| Tortoise Investment Management, LLC | 0.01% | Reduce -23.4% | 1,383 | $77K |
| Strategic Investment Solutions, Inc. | 0.02% | New | 1,331 | $74K |
| UMB Bank, n.a. | 0.00% | No change | 1,275 | $71K |
| Plante Moran Financial Advisors, LLC | 0.01% | No change | 1,227 | $68K |
| Asset Dedication, LLC | 0.00% | Add +1.1% | 1,201 | $67K |
| Richard W. Paul & Associates, LLC | 0.02% | Add +47.6% | 1,129 | $63K |
| Sandy Spring Bank | 0.00% | Add +18.7% | 960 | $53K |
| Teachers Insurance & Annuity Association of America | 0.08% | — | 935 | $52K |
| Cornerstone Planning Group LLC | 0.01% | Add +429.8% | 800 | $51K |
| Hantz Financial Services, Inc. | 0.00% | No change | 880 | $49K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 843 | $47K |
| Atlantic Private Wealth, LLC | 0.03% | No change | 823 | $46K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -8.1% | 725 | $40K |
| AllSquare Wealth Management LLC | 0.02% | No change | 665 | $37K |
| Pathway Financial Advisers, LLC | 0.02% | Reduce -0.2% | 622 | $35K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | No change | 600 | $33K |
| WR Wealth Planners, LLC | 0.01% | New | 593 | $33K |
| Jamison Private Wealth Management, Inc. | 0.00% | No change | 571 | $32K |
| Hexagon Capital Partners LLC | 0.01% | New | 570 | $32K |
| Cordant, Inc. | 0.02% | New | 559 | $31K |
| Financial Gravity Companies, Inc. | 0.01% | — | 512 | $28K |
| Elequin Capital, LP | 0.06% | Reduce -99.5% | 503 | $28K |
| Rise Advisors, LLC | 0.01% | No change | 500 | $28K |
| Canton Hathaway, LLC | 0.01% | New | 475 | $26K |
| Avenir Tech Ltd | 0.11% | Reduce -100.0% | 436 | $24K |
| Trust Co. of Vermont | 0.00% | No change | 409 | $23K |
| Stonehage Fleming Financial Services Holdings Ltd | 0.00% | No change | 378 | $21K |
| Lanark Financial, Inc. | 0.00% | New | 370 | $20K |
| Capital Analysts, LLC | 0.00% | No change | 352 | $20K |
| Baldwin Wealth Partners LLC | 0.00% | No change | 310 | $17K |
| Pension & Wealth Management Advisors, Inc. | 0.01% | Add +3.8% | 272 | $15K |
| Sound Income Strategies, LLC | 0.00% | No change | 264 | $15K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 250 | $14K |
| JPMorgan Chase & Co. | 0.00% | New | 213 | $12K |
| SJS Investment Consulting Inc. | 0.00% | No change | 210 | $12K |
| New Millennium Group LLC | 0.01% | No change | 208 | $12K |
| Stephens Consulting, LLC | 0.00% | No change | 200 | $11K |
| M&R Capital Management Inc. | 0.00% | No change | 200 | $11K |
| Arax Advisory Partners | 0.00% | No change | 192 | $11K |
| Clearstead Trust, LLC | 0.00% | No change | 170 | $9K |
| FSC Wealth Advisors, LLC | 0.01% | No change | 161 | $9K |
| HighMark Wealth Management LLC | 0.00% | No change | 160 | $9K |
| Peoples Bank | 0.00% | New | 130 | $7K |
| Royal Bank of Canada | 0.00% | New | 110 | $6K |
| Spectrum Wealth Counsel, LLC | 0.00% | Add +21.2% | 103 | $6K |
| Iron Horse Wealth Management, LLC | 0.00% | New | 100 | $6K |
| First Personal Financial Services | 0.00% | New | 100 | $6K |
| CKW Financial Group | 0.00% | New | 88 | $5K |
| Glassman Wealth Services | 0.00% | No change | 81 | $4K |
| Signaturefd, LLC | 0.00% | No change | 40 | $2K |
| FMR LLC | 0.00% | Add +1850.0% | 39 | $2K |
| Financial Freedom, LLC | 0.00% | No change | 24 | $1K |
| Battery Global Advisors, LLC | 0.00% | No change | 24 | $1K |
| Frazier Financial Advisors, LLC | 0.00% | No change | 3 | $167 |
| Oakworth Capital, Inc. | 0.00% | No change | 3 | $167 |
| Wells Fargo & Company | 0.00% | No change | 1 | $80 |
| Morgan Stanley | 0.00% | No change | 1 | $56 |
| Evergreen Private Wealth LLC | 0.00% | No change | 1 | $56 |
| PrairieView Partners, LLC | 0.00% | New | 5 | $0 |
"% of holder's portfolio" is FBTC's weight in each manager's 13F, not the share of Fidelity Wise Origin Bitcoin the manager owns.