Fidelity Wise Origin BitcoinFBTCETF

13F holders, Q1 2025 (March 31)
534holders +5
64new positions
59sold out
4famous investors
$72.01avg. 13F price*

At the end of Q1 2025, 534 institutions reported holding Fidelity Wise Origin Bitcoin (FBTC) in their 13F filings, up 5 from Q4 2024. 64 opened new positions and 59 sold out. The largest holders were Millennium Management ($500.6M), Jane Street Group, LLC ($486.6M) and Capula Management Ltd ($309.4M). 4 famous investors held it, including Israel Englander (0.5% of Millennium Management's portfolio), David E. Shaw (0.2% 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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions64$65.6M
Exits59$557.9M

All 13F filers, Q4 2024 → Q1 2025: 7,909,293 shares bought and 19,391,819 shares sold, net −11,482,526 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 534 holders

Millennium Management 0.50% Reduce -18.2% 6,955,712 $500.6M
Jane Street Group, LLC 0.88% Add +102.4% 6,761,463 $486.6M
Capula Management Ltd 2.29% Reduce -21.1% 4,299,112 $309.4M
Schonfeld Strategic Advisors LLC 2.03% Reduce -24.3% 4,187,281 $301.4M
Goldman Sachs Group Inc. 0.04% Reduce -22.8% 2,726,381 $196.2M
Sculptor Capital LP 5.50% Add +172.9% 2,188,727 $157.5M
D. E. Shaw & Co. 0.18% Reduce -55.4% 1,952,000 $140.4M
Almitas Capital LLC 39.58% Reduce -4.6% 1,652,409 $118.9M
Pine Ridge Advisers LLC 5.48% No change 889,647 $64.0M
Envestnet Asset Management Inc. 0.02% Add +12.9% 784,992 $56.5M
Patient Capital Management, LLC 2.30% Add +103.0% 620,226 $44.6M
ParaFi Capital LP 20.52% Reduce -50.2% 585,000 $42.1M
United Capital Management of KS, Inc. 8.43% Reduce -0.4% 567,244 $40.8M
Cresset Asset Management, LLC 0.19% Add +43.0% 529,291 $38.1M
Mariner, LLC 0.06% Add +12.1% 521,560 $37.5M
Beaumont Financial Advisors, LLC 2.75% Reduce -0.8% 487,554 $35.1M
Trans-Canada Capital Inc. 2.80% New 486,342 $35.0M
HBK Investments L P 0.63% Reduce -84.3% 440,666 $31.7M
EverSource Wealth Advisors, LLC 1.43% Add +9.9% 362,016 $26.1M
HighTower Advisors, LLC 0.03% Add +2.7% 313,804 $22.6M
Wellington Management Group LLP 0.00% No change 313,432 $22.6M
Legacy Wealth Asset Management, LLC 6.12% Add +0.1% 307,686 $22.1M
Van Hulzen Asset Management, LLC 1.72% Add +0.8% 261,497 $18.8M
Susquehanna International Group, LLP 0.03% Reduce -65.2% 229,103 $16.5M
Commonwealth Equity Services, LLC 0.02% Add +26.4% 216,588 $15.6M
Landscape Capital Management, L.L.C. 1.36% Reduce -54.3% 212,641 $15.3M
Atlas Wealth Partners, LLC 18.66% Add +1.6% 210,270 $15.1M
Compass Ion Advisors, LLC 1.57% Add +4.6% 184,730 $13.3M
Kestra Advisory Services, LLC 0.06% Reduce -10.3% 184,212 $13.3M
Tidal Investments LLC 0.11% Reduce -12.2% 182,017 $13.1M
SKY-Mountain Capital Management, Inc. 10.17% — 166,942 $12.0M
Wolverine Asset Management LLC 0.87% Reduce -83.5% 161,813 $11.6M
Claar Advisors LLC 3.75% Add +62.4% 154,434 $11.1M
Marex Group Ltd 0.21% Reduce -10.6% 151,072 $10.9M
Kaleidoscope Capital LP 6.05% Add +120.6% 141,315 $10.2M
Consolidated Portfolio Review Corp 1.62% Add +9.9% 140,818 $10.1M
Parcion Private Wealth LLC 0.81% Reduce -9.5% 137,636 $9.9M
Heck Capital Advisors, LLC 1.07% Reduce -9.7% 132,735 $9.6M
Cetera Investment Advisers 0.02% Add +46.4% 132,209 $9.5M
StoneX Group Inc. 0.49% Add +0.5% 124,192 $8.9M
Newtyn Management, LLC 1.37% No change 120,200 $8.7M
Creative Planning 0.01% Add +3.9% 119,367 $8.6M
Simplex Trading, LLC 0.30% Reduce -27.3% 119,045 $8.6M
Flow Traders U.S. LLC 0.35% Reduce -45.6% 114,799 $8.3M
DRW Securities, LLC 0.69% Add +358.1% 112,409 $8.1M
Citadel Advisors 0.01% Add +85.3% 111,035 $8.0M
Allegheny Financial Group 1.95% Add +53.4% 105,484 $7.6M
Wealth Enhancement Advisory Services, LLC 0.01% Add +18.0% 105,272 $7.6M
Fiduciary Trust Co 0.10% Add +23.8% 105,171 $7.6M
Ieq Capital, LLC 0.06% Add +71.0% 102,927 $7.4M
Traynor Capital Management, Inc. 0.59% Add +233.4% 97,549 $7.0M
Senator Investment Group LP 0.37% Add +108.7% 97,041 $7.0M
Virtu Financial LLC 0.38% Add +1443.5% 95,958 $6.9M
Cambridge Investment Research Advisors, Inc. 0.02% Add +0.1% 95,247 $6.9M
Alamea Verwaltungs GmbH 5.87% — 94,371 $6.8M
QTR Family Wealth, LLC 4.83% — 89,087 $6.4M
Modus Advisors, LLC 2.10% Reduce -0.9% 89,030 $6.4M
Brookstone Capital Management 0.09% Add +0.3% 86,512 $6.2M
Kestra Private Wealth Services, LLC 0.10% Add +11.0% 84,404 $6.1M
Kingswood Wealth Advisors, LLC 0.55% Add +3.2% 84,215 $6.1M
Integrated Advisors Network LLC 0.31% Add +1.9% 84,130 $6.1M
Courage Capital Management LLC 11.95% Add +16.4% 81,321 $5.9M
Copperleaf Capital, LLC 3.47% Add +45.1% 80,569 $5.8M
Citrine Capital LLC 3.62% Add +13.1% 80,485 $5.8M
Sowell Financial Services LLC 0.26% Add +9.9% 80,073 $5.8M
Cwm, LLC 0.02% Add +63.9% 79,217 $5.7M
Pasadena Private Wealth, LLC 1.09% Add +3.6% 78,811 $5.7M
Exencial Wealth Advisors, LLC 0.21% Reduce -24.9% 77,230 $5.6M
US Bancorp \de 0.01% Add +0.6% 76,264 $5.5M
Mad River Investors 2.29% Reduce -1.6% 75,053 $5.4M
Advisory Services Network, LLC 0.10% Add +142.3% 72,050 $5.2M
Bank of Montreal 0.00% Reduce -9.1% 71,753 $5.2M
BlackRock, Inc. 0.00% New 70,971 $5.1M
Beck Capital Management, LLC 1.37% Add +10.4% 64,811 $4.7M
Altfest L J & Co. Inc. 0.58% Reduce -18.7% 64,183 $4.6M
SevenBridge Financial Group, LLC 0.88% Add +48.3% 50,094 $4.5M
Lindbrook Capital, LLC 0.41% Add +1850.7% 61,837 $4.5M
Park Avenue Securities LLC 0.05% Add +39.7% 61,401 $4.4M
Townsquare Capital LLC 0.05% Add +4.6% 60,390 $4.3M
Beaird Harris Wealth Management, LLC 0.37% Reduce -1.1% 59,697 $4.3M
Avenir Tech Ltd 0.57% Add +11.6% 58,627 $4.2M
Corient Private Wealth LP 0.01% Reduce -27.0% 58,130 $4.2M
Aptus Capital Advisors, LLC 0.05% Add +83.4% 56,063 $4.0M
Smart Money Group LLC 1.36% Add +7.5% 55,562 $4.0M
Spire Wealth Management 0.12% Reduce -3.5% 53,017 $3.8M
Cambridge Advisors Inc. 0.82% Add +6.2% 52,176 $3.8M
First Trust Advisors LP 0.00% Add +4.4% 52,089 $3.7M
PYA Waltman Capital, LLC 1.14% Add +10.8% 50,229 $3.6M
Farringdon Capital, Ltd. 1.81% Add +93.9% 49,816 $3.6M
Milestone Asset Management Group, LLC 3.18% Add +3.3% 48,817 $3.5M
Fiduciary Alliance LLC 0.33% Reduce -1.2% 46,363 $3.3M
Mutual Advisors, LLC 0.09% Add +282.4% 39,658 $3.3M
Am Investment Strategies LLC 0.79% Add +4.9% 45,216 $3.3M
Lido Advisors, LLC 0.02% Reduce -3.4% 42,911 $3.1M
Nwam LLC 0.27% Reduce -2.1% 42,858 $3.1M
NorthCoast Asset Management LLC 0.01% Add +7.7% 41,082 $3.0M
CMG Global Holdings, LLC 1.92% Add +34.4% 36,090 $3.0M
Panoramic Investment Advisors, LLC 1.94% Add +1.7% 39,872 $2.9M
Avaii Wealth Management, LLC 1.52% Add +10.3% 39,519 $2.8M
Vista Investment Partners Ii, LLC 1.54% Add +4.0% 38,612 $2.8M
Sfmg, LLC 0.22% Add +3.1% 38,540 $2.8M
Evexia Wealth LLC 1.01% Add +1.3% 38,526 $2.8M
NewEdge Advisors, LLC 0.02% Reduce -49.1% 38,461 $2.8M
Haven Private, LLC 1.52% Add +10.7% 37,377 $2.7M
Innovative Advisory Group, LLC 2.53% Add +0.1% 37,060 $2.7M
MML Investors Services, LLC 0.01% New 37,007 $2.7M
SMART Wealth LLC 0.95% Add +10.8% 36,753 $2.6M
Valeo Financial Advisors, LLC 0.07% Add +78.7% 36,720 $2.6M
Peregrine Asset Advisers, Inc. 0.98% Add +5.0% 36,413 $2.6M
Focus Partners Wealth 0.01% Add +0.8% 36,186 $2.6M
Arbor Capital Management Inc. 2.43% Add +10.4% 33,556 $2.5M
Avior Wealth Management, LLC 0.09% Add +1.6% 33,692 $2.4M
Avantax Advisory Services, Inc. 0.01% Add +648.8% 32,701 $2.4M
Rpo LLC 5.34% Reduce -79.3% 32,597 $2.3M
Eaton Financial Holdings Company, LLC 0.97% Reduce -27.6% 32,557 $2.3M
Old Mission Capital LLC 0.05% Reduce -27.7% 32,443 $2.3M
SCS Capital Management LLC 0.03% New 31,305 $2.3M
Integrated Wealth Concepts LLC 0.03% Add +27.7% 31,077 $2.2M
Promethium Advisors,llc 1.41% Add +494.6% 30,517 $2.2M
PTM Wealth Management, LLC 2.30% — 32,613 $2.2M
Bank of America Corp. 0.00% Reduce -3.0% 30,298 $2.2M
Arkos Global Advisors 0.32% Add +15.9% 30,224 $2.2M
DecisionMap Wealth Management, LLC 1.65% Add +56.1% 30,213 $2.2M
EP Wealth Advisors, LLC 0.02% Add +24.6% 29,450 $2.1M
Firestone Capital Management 0.55% Add +10.3% 29,059 $2.1M
CIBC Private Wealth Group LLC 0.00% Add +14.3% 30,494 $2.0M
Stratos Wealth Advisors, LLC 0.11% Add +0.4% 28,350 $2.0M
Camelot Portfolios, LLC 1.26% New 28,205 $2.0M
Sepio Capital, LP 0.16% Reduce -18.2% 27,762 $2.0M
Libra Wealth LLC 0.74% Reduce -24.8% 27,492 $2.0M
Childress Capital Advisors, LLC 0.55% No change 26,586 $1.9M
Financial Designs Corp 1.33% Add +4.1% 26,443 $1.9M
Brown Brothers Harriman & Co. 0.01% No change 26,299 $1.9M
Abound Wealth Management 0.62% Add +0.2% 25,780 $1.9M
First Heartland Consultants, Inc. 0.19% Add +10.6% 25,712 $1.9M
Wealthcare Advisory Partners LLC 0.05% Add +488.6% 25,424 $1.8M
Private Advisor Group, LLC 0.01% Add +8.6% 25,351 $1.8M
Financial Partners Group, Inc 0.28% Reduce -11.1% 24,886 $1.8M
Mission Wealth Management, LP 0.04% Add +30.6% 24,425 $1.8M
Sanctuary Advisors, LLC 0.01% Add +13.8% 24,230 $1.7M
Kingsview Wealth Management, LLC 0.03% Add +19.7% 24,146 $1.7M
Orion Porfolio Solutions, LLC 0.02% Add +348.5% 24,100 $1.7M
Orion Portfolio Solutions, LLC 0.02% Add +348.5% 24,100 $1.7M
Secure Asset Management, LLC 0.35% Add +1.9% 24,002 $1.7M
Blue Trust, Inc. 0.02% Add +0.3% 22,939 $1.7M
Highland Financial Advisors, LLC 0.57% Reduce -2.9% 22,153 $1.6M
Stansberry Asset Management, LLC 0.20% Reduce -25.1% 21,728 $1.6M
LPL Financial LLC 0.00% Add +35.0% 21,306 $1.5M
Mercer Global Advisors Inc. 0.00% Reduce -5.8% 21,117 $1.5M
NewEdge Wealth, LLC 0.03% Add +1.8% 21,033 $1.5M
Debussy Capital Management LP 0.24% Add +1.4% 20,866 $1.5M
GK Wealth Management LLC 1.86% Add +21.6% 20,689 $1.5M
Basso Capital Management, L.P. 1.26% Add +20.6% 20,500 $1.5M
Meridian Wealth Management, LLC 0.07% Reduce -0.1% 20,385 $1.5M
Nkcfo LLC 0.67% No change 20,000 $1.4M
Bryn Mawr Trust Advisors, LLC 0.08% New 19,669 $1.4M
LifeGoal Investments, LLC 1.51% No change 19,375 $1.4M
Financial Management Professionals, Inc. 0.18% Add +2.1% 19,159 $1.4M
CRA Financial Services, LLC 0.24% Add +45.4% 19,129 $1.4M
Pathstone Holdings, LLC 0.01% Add +42.0% 18,976 $1.4M
Life Line Wealth Management LLC 0.49% No change 18,478 $1.3M
Clearstead Advisors, LLC 0.02% Reduce -0.5% 18,368 $1.3M
Ursa Fund Management, LLC 4.59% New 18,000 $1.3M
Madison Park Capital Advisors, LLC 1.11% Add +2.4% 17,561 $1.3M
GAMCO Investors 0.01% No change 17,500 $1.3M
Adero Partners, LLC 0.08% Add +0.3% 17,252 $1.2M
Arete Wealth Advisors, LLC 0.09% Add +1.8% 16,867 $1.2M
Almanack Investment Partners, LLC. 0.24% Reduce -1.9% 16,632 $1.2M
Bedel Financial Consulting, Inc. 0.17% Add +1.4% 14,403 $1.2M
Cerity Partners LLC 0.00% Add +17.9% 16,514 $1.2M
Pallas Capital Advisors LLC 0.05% Add +81.0% 16,307 $1.2M
Ancora Advisors LLC 0.03% Add +7.1% 15,881 $1.1M
Foundations Investment Advisors, LLC 0.02% Add +72.6% 15,731 $1.1M
Graypoint LLC 0.07% Reduce -0.9% 15,466 $1.1M
Great Valley Advisor Group, Inc. 0.02% No change 15,366 $1.1M
Condor Capital Management 0.10% Reduce -5.3% 15,355 $1.1M
Brown Advisory Inc. 0.00% No change 15,266 $1.1M
Mustard Seed Financial, LLC 0.88% Add +0.0% 15,198 $1.1M
AE Wealth Management LLC 0.01% Add +24.1% 15,025 $1.1M
Moneta Group Investment Advisors LLC 0.01% Add +143.0% 14,821 $1.1M
Soltis Investment Advisors LLC 0.09% Add +7.5% 14,595 $1.1M
Marietta Wealth Management, LLC 0.15% No change 14,470 $1.0M
Strata Wealth Advisors, LLC 0.32% No change 14,373 $1.0M
Coston, McIsaac & Partners 0.30% Reduce -1.2% 14,267 $1.0M
Mills Wealth Advisors LLC 0.54% Reduce -44.8% 14,161 $1.0M
Revisor Wealth Management LLC 0.45% New 14,106 $1.0M
Meitav Investment House Ltd. 0.02% New 14,050 $1.0M
Inspirion Wealth Advisors, LLC 0.14% Add +136.5% 13,974 $1.0M
Tradition Wealth Management, LLC 0.09% Add +0.6% 13,972 $1.0M
Hubbell Strickland Wealth Management, LLC 0.48% Add +20.5% 13,967 $1.0M
Keel Point, LLC 0.08% Add +0.5% 13,649 $982K
Wellspring Financial Advisors, LLC 0.11% No change 13,463 $969K
LaSalle St. Investment Advisors, LLC 0.22% Reduce -6.0% 13,021 $937K
Aries Wealth Management 0.25% Add +21.7% 12,582 $906K
WealthPlan Investment Management, LLC 0.09% Add +43.8% 12,548 $903K
O'Neil Global Advisors, Inc. 1.70% Reduce -36.2% 12,500 $900K
NTV Asset Management LLC 0.12% No change 12,500 $900K
Synergy Financial Group, LTD 0.80% Reduce -8.3% 12,404 $893K
Pure Financial Advisors, LLC 0.02% Add +6.9% 12,157 $875K
Evoke Wealth, LLC 0.02% Add +19.8% 12,129 $873K
Concurrent Investment Advisors, LLC 0.02% Add +92.0% 11,720 $844K
Samalin Investment Counsel, LLC 0.34% Add +3.3% 11,622 $836K
Allworth Financial LP 0.00% Reduce -22.3% 10,203 $834K
Rahlfs Capital, LLC 0.83% No change 11,540 $831K
Belpointe Asset Management LLC 0.04% Add +57.0% 11,506 $828K
TCW Group Inc. 0.01% Reduce -28.0% 11,423 $822K
Advyzon Investment Management, LLC 0.29% Reduce -7.9% 11,399 $820K
JB Capital LLC 0.05% Add +36.3% 11,396 $820K
ZEGA Investments, LLC 0.24% New 11,230 $808K
M. Kulyk & Associates, LLC 0.18% Add +20.7% 10,919 $786K
Choreo, LLC 0.01% Add +10.2% 10,819 $779K
Daymark Wealth Partners, LLC 0.03% Add +17.9% 10,658 $767K
Captrust Financial Advisors 0.00% Add +58.0% 10,657 $767K
Verus Financial Partners, Inc. 0.09% No change 10,447 $767K
Tru Independence Asset Management 2, LLC 0.55% Add +9.2% 10,178 $733K
JSF Financial, LLC 0.19% Reduce -5.9% 10,126 $729K
Merit Financial Group, LLC 0.01% Add +43.6% 10,091 $726K
SkyView Investment Advisors, LLC 0.11% Reduce -23.1% 10,000 $720K
B. Riley Wealth Advisors, Inc. 0.02% Add +5.3% 9,855 $709K
Roman Butler Fullerton & Co. 0.27% Reduce -10.6% 9,542 $701K
Principle Wealth Partners LLC 0.05% Add +19.3% 9,651 $695K
Access Financial Services, Inc. 0.28% No change 9,600 $691K
Westover Capital Advisors, LLC 0.15% Add +30.9% 9,595 $691K
Benchmark Financial Wealth Advisors, LLC 0.26% Add +33.6% 9,575 $689K
Falcon Wealth Planning 0.08% Add +25.6% 9,493 $683K
Canvas Wealth Advisors, LLC 0.17% Add +57.9% 8,508 $680K
Regatta Capital Group, LLC 0.13% Add +6.8% 9,443 $680K
KMG Fiduciary Partners, LLC 0.06% Add +223.2% 9,431 $679K
Upper Left Wealth Management, LLC 0.48% Add +46.9% 9,375 $675K
Parallel Advisors, LLC 0.02% Add +8.7% 9,260 $666K
MAI Capital Management 0.01% Add +2.7% 9,252 $666K
Kerrisdale Advisers, LLC 0.28% Reduce -50.5% 9,212 $663K
Sweeney & Michel, LLC 0.29% — 9,793 $656K
Everett Harris & Co. 0.01% Add +0.1% 8,995 $647K
Headlands Technologies LLC 0.07% Add +2947.6% 8,960 $645K
Delta Investment Management, LLC 0.13% Add +12.2% 8,948 $644K
CreativeOne Wealth, LLC 0.02% Add +103.5% 8,912 $641K
Wealth Quarterback LLC 0.36% Add +28.1% 8,846 $637K
Diligent Investors, LLC 0.15% New 8,819 $635K
Timber Creek Capital Management LLC 0.17% Add +1.0% 8,778 $632K
U.S. Capital Wealth Advisors, LLC 0.02% Add +2.1% 8,778 $632K
GR Financial Group, LLC 0.10% Add +23.6% 8,714 $627K
GWN Securities Inc. 0.03% Add +93.4% 8,435 $607K
Cantor Fitzgerald, L. P. 0.02% Add +67.8% 8,368 $602K
Werba Rubin Papier Wealth Management 0.13% No change 8,334 $600K
L.M. Kohn & Company 0.15% Add +163.0% 8,245 $593K
Betterment LLC 0.00% Add +34.5% 8,225 $592K
3EDGE Asset Management, LP 0.04% New 8,180 $589K
Capital Investment Advisors, LLC 0.01% Reduce -62.1% 8,114 $584K
Wealth Group Ltd 0.17% Add +168.7% 8,053 $580K
Equitable Trust Co. 0.03% Add +45.0% 8,051 $579K
Thrivent Financial for Lutherans 0.00% No change 7,787 $577K
Rothschild Investment LLC 0.04% No change 8,000 $576K
AdvisorNet Financial, Inc 0.04% Add +14.0% 7,976 $574K
Associated Banc-Corp 0.02% Reduce -13.6% 7,942 $572K
Algorithmic Investment Models, LLC 0.42% New 7,939 $571K
Vestor Capital, LLC 0.05% Add +47.0% 7,919 $570K
Chicago Partners Investment Group LLC 0.02% Add +3.4% 6,738 $566K
Wesbanco Bank Inc. 0.02% Add +24.9% 7,798 $561K
LBMC Investment Advisors, LLC 0.04% No change 7,745 $557K
Farther Finance Advisors, LLC 0.01% Add +23.4% 7,492 $556K
Running Point Capital Advisors, LLC 0.17% No change 7,634 $549K
FRG Family Wealth Advisors LLC 0.10% New 7,540 $543K
Vanguard Capital Wealth Advisors 0.66% New 7,475 $538K
Larson Financial Group LLC 0.03% Add +9.0% 7,443 $536K
Stonegate Investment Group, LLC 0.01% Add +1.1% 7,372 $531K
Matauro, LLC 0.11% New 7,368 $530K
Berger Financial Group, Inc 0.04% No change 7,362 $530K
Willis Johnson & Associates, Inc. 0.04% Add +6.3% 7,329 $527K
Peloton Wealth Strategists 0.23% Add +21.9% 7,317 $527K
Trek Financial, LLC 0.04% Reduce -0.1% 7,188 $517K
Abundance Wealth Counselors 0.11% New 7,010 $505K
SteelPeak Wealth, LLC 0.02% Add +40.0% 7,000 $504K
Vantage Financial Partners, LLC 0.12% No change 6,950 $500K
Fairview Capital Investment Management, LLC 0.03% No change 6,950 $500K
Sandbox Financial Partners, LLC 0.17% Add +136.3% 6,886 $496K
OneDigital Investment Advisors LLC 0.01% Add +57.9% 6,855 $493K
Wealthspire Advisors, LLC 0.00% Reduce -0.1% 6,817 $491K
Signal Advisors Wealth, LLC 0.05% New 6,725 $484K
Moors & Cabot, Inc. 0.02% Reduce -34.9% 6,599 $475K
Global View Capital Management LLC 0.17% New 6,562 $472K
Sequoia Financial Advisors, LLC 0.00% Add +4.1% 6,560 $472K
Mgo One Seven LLC 0.02% Add +21.9% 6,524 $470K
Financial Sense Advisors, Inc. 0.13% Reduce -13.3% 6,500 $468K
Tectonic Advisors LLC 0.03% Add +11.6% 6,444 $464K
Joel Isaacson & Co., LLC 0.02% Add +4.9% 6,442 $464K
IFP Advisors, Inc 0.01% Add +71.6% 6,394 $460K
Brighton Jones LLC 0.01% Add +61.7% 6,394 $460K
Silverlake Wealth Management LLC 0.18% Reduce -7.1% 6,384 $459K
Ethos Financial Group, LLC 0.04% No change 5,595 $456K
Insigneo Advisory Services, LLC 0.05% Add +86.8% 6,335 $456K
Thoroughbred Financial Services, LLC 0.03% Add +2.8% 6,331 $455K
Clear Creek Financial Management, LLC 0.05% Add +66.6% 6,225 $448K
Redhawk Wealth Advisors, Inc. 0.06% Add +8.2% 6,177 $445K
Wedmont Private Capital 0.02% Add +74.3% 6,049 $443K
Chilton Investment Co. Inc. 0.01% Add +24.2% 6,056 $436K
Intellectus Partners, LLC 0.11% Add +9.4% 6,050 $435K
Eagle Global Advisors LLC 0.02% No change 6,050 $435K
Whittier Trust Co. 0.01% No change 6,000 $432K
United Capital Financial Advisors, LLC 0.00% Add +26.4% 5,967 $429K
Greenberg Financial Group 0.18% — 7,241 $427K
FineMark National Bank & Trust 0.02% New 5,851 $421K
Horizon Kinetics Asset Management LLC 0.00% Reduce -1.5% 5,791 $417K
CENTRAL TRUST Co 0.01% Add +4.3% 5,722 $412K
Independent Financial Group, LLC 0.01% Reduce -31.6% 5,653 $407K
Waldron Private Wealth LLC 0.02% Reduce -8.8% 5,630 $405K
Wealth Alliance, LLC 0.05% Add +34.1% 5,629 $405K
RFG Advisory, LLC 0.01% Reduce -84.5% 5,616 $404K
Waverly Advisors, LLC 0.00% Add +8.2% 5,612 $404K
Savant Capital, LLC 0.00% Reduce -17.8% 5,540 $399K
Sage Mountain Advisors LLC 0.03% No change 5,503 $396K
Robinswood Financial LLC 0.15% New 5,486 $395K
Founders Financial Securities LLC 0.03% Add +26.0% 4,713 $390K
J.W. Cole Advisors, Inc. 0.01% New 5,407 $389K
Cascade Financial Partners, LLC 0.05% Add +43.5% 5,382 $387K
KFG Wealth Management, LLC 0.07% Add +54.8% 5,378 $387K
Rehmann Capital Advisory Group 0.02% Add +78.9% 5,339 $384K
Epiq Partners, LLC 0.21% No change 5,334 $384K
Cardiff Park Advisors, LLC 0.04% Add +6.5% 5,325 $383K
Chicago Capital, LLC 0.01% Add +14.0% 5,309 $382K
CW Advisors, LLC 0.00% Add +31.2% 5,169 $379K
Wealth Preservation Advisors, LLC 0.27% — 5,236 $377K
Guidance Point Advisors, LLC 0.11% Reduce -10.3% 5,212 $375K
AMG National Trust Bank 0.01% Add +26.5% 5,205 $375K
Smallwood Wealth Investment Management, LLC 0.23% No change 5,146 $370K
Dudley Capital Management, LLC 0.20% New 5,132 $369K
Rwa Wealth Partners, LLC 0.00% New 5,110 $368K
IVC Wealth Advisors LLC 0.19% Add +31.6% 5,002 $360K
Two Sigma Securities, LLC 0.05% New 4,944 $356K
Instrumental Wealth, LLC 0.32% New 4,270 $356K
Proficio Capital Partners LLC 0.03% Reduce -33.5% 4,921 $354K
Retirement Income Solutions, Inc. 0.07% New 4,919 $354K
Wealth Effects LLC 0.15% Add +73.5% 4,885 $352K
Essex Financial Services, Inc. 0.03% Reduce -8.1% 4,836 $348K
Clientfirst Wealth Management, LLC 0.39% No change 4,808 $346K
Osaic Holdings, Inc. 0.00% Add +96.0% 4,749 $342K
Robertson Stephens Wealth Management, LLC 0.01% Add +24.4% 4,736 $341K
Kiker Wealth Management, LLC 0.23% Add +9.4% 4,673 $336K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.03% No change 4,429 $329K
Scotia Capital Inc. 0.00% Reduce -65.0% 4,512 $325K
KKM Financial LLC 0.14% No change 4,500 $324K
Drucker Wealth 3.0, LLC 0.07% Reduce -10.9% 4,412 $318K
Ellis Investment Partners, LLC 0.07% Add +5.3% 4,398 $317K
Empower Advisory Group, LLC 0.00% Add +17.0% 4,388 $316K
Geneva Partners, LLC 0.16% Add +39.2% 4,371 $315K
Raymond James Financial Inc. 0.00% Reduce -38.7% 4,336 $312K
McAdam, LLC 0.02% Add +12.0% 4,326 $311K
National Wealth Management Group, LLC 0.20% Add +21.0% 4,325 $311K
Strait & Sound Wealth Management LLC 0.14% Add +7.8% 4,310 $310K
Gitterman Wealth Management, LLC 0.08% Add +38.4% 4,306 $310K
Exchange Capital Management, Inc. 0.05% No change 4,300 $309K
Invesco Ltd. 0.00% Reduce -16.6% 4,298 $309K
Ritholtz Wealth Management 0.01% Add +17.7% 4,278 $308K
Five Pine Wealth Management 0.25% Add +29.3% 4,250 $306K
Tocqueville Asset Management L.P. 0.01% Add +9.6% 4,230 $304K
Tamar Securities, LLC 0.04% Add +5.0% 4,223 $304K
Titleist Asset Management, LLC 0.04% Reduce -11.1% 4,217 $303K
Prime Capital Investment Advisors, LLC 0.00% Add +64.6% 4,195 $302K
Forvis Mazars Wealth Advisors, LLC 0.01% Reduce -22.1% 4,189 $301K
Total Investment Management Inc. 0.04% Reduce -10.4% 4,141 $298K
Beacon Capital Management, LLC 0.04% Add +99.5% 4,128 $297K
Diversify Wealth Management, LLC 0.02% Add +5.5% 3,560 $296K
World Investment Advisors 0.01% Add +22.4% 4,117 $296K
Impact Partnership Wealth, LLC 0.06% Reduce -10.4% 4,105 $295K
Sandy Cove Advisors, LLC 0.12% Add +8.6% 4,065 $293K
Guardian Wealth Advisors, LLC / NC 0.02% Add +4.2% 4,035 $290K
Waddell & Associates, LLC 0.04% Reduce -2.1% 4,022 $289K
CLG LLC 0.10% Add +42.7% 4,021 $289K
Simon Quick Advisors, LLC 0.02% No change 3,939 $283K
Moneco Advisors, LLC 0.03% Add +6.1% 3,904 $281K
Centaurus Financial, Inc. 0.02% No change 3,854 $277K
Oakworth Capital, Inc. 0.02% No change 3,836 $276K
Crestwood Advisors Group, LLC 0.01% Add +21.3% 3,817 $275K
Archer Investment Corp 0.07% Add +20.5% 3,775 $272K
Wealth Management Nebraska 0.04% No change 3,300 $269K
NorthStar Asset Management LLC 0.17% No change 3,720 $268K
Navellier & Associates Inc. 0.04% New 3,213 $265K
SMI Advisory Services, LLC 0.06% Reduce -94.3% 3,878 $264K
Claro Advisors Inc. 0.04% New 3,666 $264K
RMR Capital Management, LLC 0.19% Add +9.0% 3,659 $263K
Veracity Capital LLC 0.10% Add +27.9% 3,657 $263K
Hilltop Holdings Inc. 0.02% New 3,623 $261K
Earned Wealth Advisors, LLC 0.06% Add +4.3% 3,620 $261K
RPg Family Wealth Advisory, LLC 0.07% New 3,611 $260K
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 0.04% Add +0.7% 3,518 $257K
Clare Market Investments LLC 0.07% Reduce -61.8% 3,565 $257K
Pine Valley Investments Ltd Liability Co 0.02% New 3,518 $253K
Well Done, LLC 0.05% New 3,100 $253K
Gerber, LLC 0.21% Add +7.5% 3,508 $252K
Atria Investments, Inc 0.00% New 3,501 $252K
Beacon Investment Advisory Services, Inc. 0.01% No change 3,500 $252K
Drive Wealth Management, LLC 0.06% Add +37.9% 3,492 $251K
Thompson Davis & Co., Inc. 0.20% Reduce -37.7% 3,465 $249K
Anson Capital, Inc. 0.21% New 3,454 $249K
Vista Finance, LLC 0.22% Add +38.9% 3,451 $248K
New Republic Capital, LLC 0.11% Add +22.4% 3,390 $244K
Franklin Resources Inc. 0.00% No change 3,390 $244K
Park Edge Advisors, LLC 0.07% New 3,385 $244K
AlTi Global, Inc. 0.01% No change 3,336 $240K
Endowment Wealth Management, Inc. 0.15% Add +14.1% 3,216 $231K
MTM Investment Management, LLC 0.09% Reduce -14.6% 3,084 $229K
Federation des caisses Desjardins du Quebec 0.00% Add +956.7% 3,170 $228K
Kagan Cocozza Asset Management 0.18% No change 3,060 $220K
Brogan Financial, Inc. 0.11% No change 3,049 $219K
KPP Advisory Services LLC 0.04% New 3,022 $217K
Hobbs Group Advisors, LLC 0.08% New 3,008 $217K
Rainier Family Wealth Inc. 0.25% No change 3,000 $216K
Clarus Group, Inc. 0.08% No change 3,000 $216K
Old Mission Investment Co LLC 0.06% Add +12.3% 2,979 $214K
Bokf, NA 0.00% No change 2,938 $211K
McMill Wealth Management 0.08% New 2,928 $211K
BankPlus Trust Department 0.07% No change 2,927 $211K
Pennsylvania Capital Management Inc. 0.08% New 2,922 $210K
Commerce Bank 0.00% Reduce -26.9% 2,910 $209K
Prosperity Planning, Inc. 0.09% No change 2,900 $209K
IFG Advisors, LLC 0.04% Add +12.7% 2,886 $208K
Howe & Rusling Inc. 0.02% New 2,875 $207K
Perigon Wealth Management, LLC 0.01% New 2,860 $206K
JPMorgan Chase & Co. 0.00% Add +333.9% 2,855 $206K
Financial Perspectives, Inc 0.07% Add +7.4% 2,848 $205K
Sunbelt Securities, Inc. 0.02% Reduce -75.7% 2,832 $204K
Appleton Partners Inc. 0.02% New 2,825 $203K
TFB Advisors LLC 0.06% New 2,818 $203K
Strategies Wealth Advisors, LLC 0.02% No change 2,812 $202K
Baring Financial LLC 0.17% New 2,792 $201K
Centerpoint Advisors, LLC 0.07% Add +27.4% 2,581 $186K
Opal Wealth Advisors, LLC 0.06% New 2,500 $180K
Brown, Lisle/Cummings, Inc. 0.05% No change 2,435 $175K
Coldstream Capital Management Inc. 0.00% New 2,361 $170K
Geneos Wealth Management Inc. 0.01% Add +1.9% 2,330 $168K
Rosenberg Matthew Hamilton 0.04% No change 2,219 $160K
Royal Bank of Canada 0.00% Add +228.0% 2,135 $154K
Plante Moran Financial Advisors, LLC 0.01% Add +10.8% 2,053 $148K
Asset Dedication, LLC 0.01% Add +25.4% 1,999 $144K
Sandy Spring Bank 0.01% Reduce -33.8% 1,955 $141K
Presidio Capital Management, LLC 0.06% New 1,900 $137K
Stone House Investment Management, LLC 0.03% New 1,832 $132K
Whittier Trust Co. of Nevada Inc. 0.00% No change 1,780 $128K
Silicon Valley Capital Partners 0.02% No change 1,750 $128K
Strategic Investment Solutions, Inc. 0.03% Add +7.5% 1,528 $110K
Icon Wealth Advisors, LLC 0.01% New 1,518 $109K
MCF Advisors LLC 0.01% Reduce -40.5% 1,459 $105K
Quest 10 Wealth Builders, Inc. 0.11% Add +16.3% 1,445 $104K
MassMutual Private Wealth & Trust, FSB 0.00% Add +115.7% 1,430 $103K
Tortoise Investment Management, LLC 0.01% Add +1.2% 1,406 $101K
UMB Bank, n.a. 0.00% No change 1,275 $92K
Signaturefd, LLC 0.00% Add +12.6% 1,219 $88K
ORG Partners LLC 0.02% Reduce -67.2% 1,126 $84K
Cape Investment Advisory, Inc. 0.03% No change 1,150 $83K
Citizens National Bank Trust Department 0.02% No change 1,100 $79K
Investment Counsel Co. of Nevada 0.17% No change 1,037 $75K
Sound Income Strategies, LLC 0.00% Add +60.0% 1,021 $73K
Park Square Financial Group, LLC 0.06% Reduce -31.0% 1,003 $72K
North Ridge Wealth Advisors, Inc. 0.05% Reduce -14.1% 970 $70K
Teachers Insurance & Annuity Association of America 0.09% No change 935 $67K
Carolinas Wealth Consulting LLC 0.01% Reduce -71.3% 900 $65K
Stonehage Fleming Financial Services Holdings Ltd 0.00% Add +41.1% 868 $62K
Wilmington Savings Fund Society, FSB 0.00% New 866 $62K
Richard W. Paul & Associates, LLC 0.02% Reduce -56.8% 824 $59K
Atlantic Private Wealth, LLC 0.04% No change 823 $59K
Heritage Wealth Advisors 0.00% Add +528.5% 817 $59K
Northwestern Mutual Wealth Management Co. 0.00% Add +2.9% 795 $57K
Golden State Wealth Management, LLC 0.01% No change 779 $56K
Steward Partners Investment Advisory, LLC 0.00% Add +287.5% 775 $56K
Perkins Coie Trust Co 0.01% No change 680 $49K
Hurley Capital, LLC 0.04% No change 670 $48K
Clarity Asset Management, Inc. 0.03% Add +6.7% 666 $48K
AllSquare Wealth Management LLC 0.03% No change 665 $48K
Aspect Partners, LLC 0.03% No change 660 $48K
Curio Wealth, LLC 0.02% Reduce -99.8% 1 $47K
Canton Hathaway, LLC 0.01% Add +31.6% 625 $45K
Truvestments Capital LLC 0.01% New 609 $44K
Morgan Dempsey Capital Management LLC 0.02% Add +9.1% 602 $43K
Trust Co. of Vermont 0.00% No change 600 $43K
PNC Financial Services Group, Inc. 0.00% Reduce -72.8% 600 $43K
Hexagon Capital Partners LLC 0.01% No change 570 $41K
Capital Analysts, LLC 0.00% Add +60.5% 565 $41K
Cordant, Inc. 0.02% No change 559 $40K
Halbert Hargrove Global Advisors, LLC 0.00% Add +85.8% 524 $38K
NFSG Corp 0.01% Add +12.0% 504 $36K
NBT Bank, N.A. 0.00% Add +648.1% 404 $29K
Stephens Consulting, LLC 0.01% No change 323 $23K
Activest Wealth Management 0.01% No change 305 $22K
Arax Advisory Partners 0.00% No change 292 $21K
New Millennium Group LLC 0.01% Add +72.7% 278 $20K
Physician Wealth Advisors, Inc. 0.00% No change 275 $20K
Painted Porch Advisors LLC 0.01% New 272 $20K
Finley Financial, LLC 0.01% No change 235 $20K
Parkside Financial Bank & Trust 0.00% No change 260 $19K
Pension & Wealth Management Advisors, Inc. 0.01% Reduce -26.9% 231 $17K
Financial Network Wealth Advisors LLC 0.02% Reduce -35.3% 229 $16K
Avondale Wealth Management 0.01% Add +189.3% 217 $16K
SJS Investment Consulting Inc. 0.00% No change 210 $15K
Iron Horse Wealth Management, LLC 0.00% Add +100.0% 200 $14K
Harbour Investments, Inc. 0.00% New 200 $14K
Lanark Financial, Inc. 0.00% — 185 $13K
Campbell Capital Management Inc. 0.01% No change 175 $13K
Clearstead Trust, LLC 0.00% No change 170 $12K
Richards, Merrill & Peterson, Inc. 0.01% Add +7.0% 169 $12K
FSC Wealth Advisors, LLC 0.01% No change 161 $12K
Country Trust Bank 0.00% Add +29.8% 148 $11K
Financial Freedom, LLC 0.01% Add +462.5% 135 $10K
Birchbrook, Inc. 0.01% Add +225.0% 130 $9K
Peoples Bank 0.01% No change 130 $9K
Spectrum Wealth Counsel, LLC 0.00% No change 121 $9K
HighMark Wealth Management LLC 0.01% Reduce -25.0% 120 $9K
Sachetta, LLC 0.00% Add +346.1% 116 $8K
Nova Wealth Management, Inc. 0.01% No change 115 $8K
CKW Financial Group 0.00% No change 88 $7K
FMR LLC 0.00% Add +4450.0% 91 $7K
Garde Capital, Inc. 0.00% New 90 $6K
Ruedi Wealth Management, Inc. 0.00% New 89 $6K
Assetmark, Inc. 0.00% Reduce -4.3% 88 $6K
Glassman Wealth Services 0.00% New 81 $6K
Vision Financial Markets LLC 0.01% New 70 $5K
Rossby Financial, LCC 0.00% New 57 $5K
Frazier Financial Advisors, LLC 0.00% Add +100.0% 38 $3K
GHP Investment Advisors, Inc. 0.00% New 33 $2K
PrairieView Partners, LLC 0.00% Add +60.0% 40 $2K
Copia Wealth Management 0.00% Reduce -61.3% 24 $2K
Principia Wealth Advisory, LLC 0.00% Reduce -94.0% 23 $2K
Pandora Wealth, Inc. 0.00% — 20 $1K
Concord Wealth Partners 0.00% New 17 $1K
SWAN Capital LLC 0.00% No change 15 $1K
Bellwether Advisors, LLC 0.00% No change 12 $864
Wolff Wiese Magana LLC 0.00% No change 11 $792
Fourth Dimension Wealth, LLC 0.00% No change 10 $720
TD Capital Management LLC 0.00% New 10 $720
N.E.W. Advisory Services LLC 0.00% New 10 $720
Wells Fargo & Company 0.00% Add +500.0% 6 $461
Clark Wealth Partners 0.00% Reduce -98.4% 3 $216
Koesten, Hirschmann & Crabtree, INC. 0.00% No change 3 $216
Morgan Stanley 0.00% No change 1 $72
Tsfg, LLC 0.00% New 4 $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.