Fidelity Wise Origin BitcoinFBTCETF

13F holders, Q3 2024 (September 30)
343holders +29
66new positions
38sold out
4famous investors
$55.55avg. 13F price*

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

0200400600800 Q1 2024: 247Q1 2024Q2 2024: 314Q2 2024Q3 2024: 343Q3 2024Q4 2024: 529Q4 2024Q1 2025: 534Q1 2025Q2 2025: 623Q2 2025Q3 2025: 685Q3 2025Q4 2025: 679Q4 2025Q1 2026: 646Q1 2026Q2 2026: 625Q2 2026

Total Exit/New Position Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions66$103.9M
Exits38$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.