Fidelity Wise Origin Bitcoin Fund (FBTC) — Institutional Holders, Q2 2026 (page 2)
628 institutional investment managers reported a FBTC position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $1.7B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 101 to 200. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
FBTC 13F holders ranked 101–200 of 628
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 101 | Advisory Services Network#101 · 54,812 sh | 54,812 | $2.8M | 0.03% | -9.1% |
| 102 | US BANCORP \DE\#102 · 54,457 sh | 54,457 | $2.8M | <0.01% | +212.9% |
| 103 | KDK Private Wealth Management#103 · 54,002 sh | 54,002 | $2.8M | 2.29% | +1.9% |
| 104 | NewEdge Advisors#104 · 53,790 sh | 53,790 | $2.7M | <0.01% | -31.9% |
| 105 | First Heartland Consultants#105 · 52,945 sh | 52,945 | $2.7M | — | +0.6% |
| 106 | Perigon Wealth Management#106 · 52,099 sh | 52,099 | $2.7M | — | +322.3% |
| 107 | LFG Wealth Partners#107 · 51,869 sh | 51,869 | $2.6M | 1.24% | +17.6% |
| 108 | Kingsview Wealth Management#108 · 50,194 sh | 50,194 | $2.6M | 0.03% | -5.9% |
| 109 | NWAM#109 · 49,145 sh | 49,145 | $2.5M | 0.13% | -2.7% |
| 110 | IPG Investment Advisors#110 · 48,962 sh | 48,962 | $2.5M | 0.36% | +38.9% |
| 111 | PROMETHIUM ADVISORS#111 · 48,532 sh | 48,532 | $2.5M | — | New |
| 112 | Haven Private#112 · 46,555 sh | 46,555 | $2.4M | — | +4.9% |
| 113 | Traynor Capital Management#113 · 45,867 sh | 45,867 | $2.3M | 0.11% | -52.0% |
| 114 | MISSION WEALTH MANAGEMENT#114 · 45,710 sh | 45,710 | $2.3M | — | +144.5% |
| 115 | MAI Capital Management#115 · 45,679 sh | 45,679 | $2.3M | <0.01% | +165.7% |
| 116 | ARBOR CAPITAL MANAGEMENT#116 · 43,715 sh | 43,715 | $2.3M | — | -17.4% |
| 117 | Virtu Financial#117 · 45,452 sh | 45,452 | $2.3M | 0.07% | +497.0% |
| 118 | BEAM WEALTH ADVISORS#118 · 44,310 sh | 44,310 | $2.3M | 0.50% | +2.5% |
| 119 | Fiduciary Alliance#119 · 43,631 sh | 43,631 | $2.2M | — | +2.6% |
| 120 | SCS Capital Management#120 · 43,492 sh | 43,492 | $2.2M | 0.02% | +8.3% |
| 121 | Kovitz Investment Group Partners#121 · 43,154 sh | 43,154 | $2.2M | 0.05% | -0.1% |
| 122 | Van Hulzen Asset Management#122 · 43,043 sh | 43,043 | $2.2M | 0.16% | -83.2% |
| 123 | Pasadena Private Wealth#123 · 41,493 sh | 41,493 | $2.1M | 0.27% | -6.7% |
| 124 | LPL Financial#124 · 41,405 sh | 41,405 | $2.1M | <0.01% | +44.3% |
| 125 | PANORAMIC INVESTMENT ADVISORS#125 · 40,882 sh | 40,882 | $2.1M | 1.00% | New |
| 126 | Spectrum Strategic Capital Management#126 · 40,810 sh | 40,810 | $2.1M | — | +29.1% |
| 127 | QTR Family Wealth#127 · 40,017 sh | 40,017 | $2.0M | 0.71% | -7.5% |
| 128 | CAMBIENT FAMILY OFFICE#128 · 39,742 sh | 39,742 | $2.0M | 0.25% | -21.8% |
| 129 | Global Retirement Partners#129 · 39,686 sh | 39,686 | $2.0M | 0.03% | — |
| 130 | Joel Isaacson#130 · 39,244 sh | 39,244 | $2.0M | 0.06% | +4.1% |
| 131 | Cerity Partners#131 · 39,142 sh | 39,142 | $2.0M | <0.01% | +5.1% |
| 132 | Valeo Financial Advisors#132 · 38,852 sh | 38,852 | $2.0M | — | -8.4% |
| 133 | CAPTRUST FINANCIAL ADVISORS#133 · 38,310 sh | 38,310 | $2.0M | <0.01% | +6.9% |
| 134 | MERCER GLOBAL ADVISORS#134 · 38,191 sh | 38,191 | $1.9M | <0.01% | +17.3% |
| 135 | Sivia Capital Partners#135 · 35,752 sh | 35,752 | $1.8M | 0.22% | New |
| 136 | Bank of New York Mellon#136 · 35,513 sh | 35,513 | $1.8M | <0.01% | +13.8% |
| 137 | Savvy Advisors#137 · 35,003 sh | 35,003 | $1.8M | 0.04% | +399.2% |
| 138 | Claar Advisors#138 · 35,000 sh | 35,000 | $1.8M | 0.58% | -85.2% |
| 139 | LaSalle St. Investment Advisors#139 · 34,952 sh | 34,952 | $1.8M | 0.22% | -22.7% |
| 140 | Ronald Blue#140 · 34,904 sh | 34,904 | $1.8M | — | +0.2% |
| 141 | BROWN BROTHERS HARRIMAN#141 · 34,221 sh | 34,221 | $1.7M | <0.01% | +29.5% |
| 142 | Garde Capital#142 · 34,083 sh | 34,083 | $1.7M | 0.08% | +217.8% |
| 143 | Strategies Wealth Advisors#143 · 33,962 sh | 33,962 | $1.7M | 0.16% | +10.6% |
| 144 | Keel Point#144 · 33,428 sh | 33,428 | $1.7M | 0.10% | +0.5% |
| 145 | CRA Financial Services#145 · 33,327 sh | 33,327 | $1.7M | — | +7.0% |
| 146 | Wealthcare Advisory Partners#146 · 33,084 sh | 33,084 | $1.7M | — | -0.9% |
| 147 | Signal Advisors Wealth#147 · 32,084 sh | 32,084 | $1.6M | — | +37.5% |
| 148 | Innovative Advisory Group#148 · 32,035 sh | 32,035 | $1.6M | — | -10.8% |
| 149 | Fidelis Capital Partners#149 · 31,753 sh | 31,753 | $1.6M | 0.09% | +19.6% |
| 150 | Wellspring Financial Advisors#150 · 30,956 sh | 30,956 | $1.6M | 0.10% | 0.0% |
| 151 | Modus Advisors#151 · 30,690 sh | 30,690 | $1.6M | 0.39% | -13.1% |
| 152 | SRS Capital Advisors#152 · 30,647 sh | 30,647 | $1.6M | 0.01% | +1595.1% |
| 153 | SMART Wealth#153 · 30,610 sh | 30,610 | $1.6M | 0.34% | -18.3% |
| 154 | JOHNSON INVESTMENT COUNSEL#154 · 30,533 sh | 30,533 | $1.6M | 0.01% | +6.7% |
| 155 | Abound Wealth Management#155 · 30,221 sh | 30,221 | $1.5M | — | +4.0% |
| 156 | Walser Wealth Management Company, A Ltd Liability#156 · 29,878 sh | 29,878 | $1.5M | — | -7.2% |
| 157 | Firestone Capital Management#157 · 29,780 sh | 29,780 | $1.5M | 0.28% | +0.4% |
| 158 | Guild Investment Management#158 · 29,587 sh | 29,587 | $1.5M | 1.03% | -2.5% |
| 159 | Beacon Pointe Advisors#159 · 29,525 sh | 29,525 | $1.5M | <0.01% | +12.8% |
| 160 | Arete Wealth Advisors#160 · 29,407 sh | 29,407 | $1.5M | 0.05% | +21.6% |
| 161 | Waverly Advisors#161 · 29,274 sh | 29,274 | $1.5M | <0.01% | +9.3% |
| 162 | 180 WEALTH ADVISORS#162 · 29,198 sh | 29,198 | $1.5M | 0.15% | -7.8% |
| 163 | WealthPlan Investment Management#163 · 29,141 sh | 29,141 | $1.5M | — | -0.3% |
| 164 | Pathstone#164 · 28,531 sh | 28,531 | $1.5M | <0.01% | -51.1% |
| 165 | Walleye Trading#165 · 28,469 sh | 28,469 | $1.5M | <0.01% | -14.0% |
| 166 | Precision Wealth Strategies#166 · 28,456 sh | 28,456 | $1.5M | 0.44% | +34.7% |
| 167 | AE Wealth Management#167 · 28,184 sh | 28,184 | $1.4M | <0.01% | +20.6% |
| 168 | Alchemi Wealth#168 · 28,144 sh | 28,144 | $1.4M | 0.67% | +22.2% |
| 169 | Financial Designs#169 · 28,136 sh | 28,136 | $1.4M | — | -6.9% |
| 170 | Madison Park Capital Advisors#170 · 6,744 sh | 6,744 | $1.4M | 1.02% | -68.9% |
| 171 | High Note Wealth#171 · 27,801 sh | 27,801 | $1.4M | 0.24% | New |
| 172 | MONETA GROUP INVESTMENT ADVISORS#172 · 27,474 sh | 27,474 | $1.4M | 0.01% | +22.5% |
| 173 | Steward Partners Investment Advisory#173 · 27,420 sh | 27,420 | $1.4M | <0.01% | +22.8% |
| 174 | Fort Point Capital Partners#174 · 27,393 sh | 27,393 | $1.4M | 0.10% | New |
| 175 | VISTA FINANCE#175 · 27,288 sh | 27,288 | $1.4M | — | -2.5% |
| 176 | Permian Investment Partners#176 · 27,000 sh | 27,000 | $1.4M | 0.15% | 0.0% |
| 177 | Pallas Capital Advisors#177 · 26,993 sh | 26,993 | $1.4M | 0.04% | +30.1% |
| 178 | Integrated Wealth Concepts#178 · 26,835 sh | 26,835 | $1.4M | <0.01% | -6.9% |
| 179 | COFG Advisors#179 · 26,274 sh | 26,274 | $1.3M | 0.23% | -29.0% |
| 180 | Peloton Wealth Strategists#180 · 26,153 sh | 26,153 | $1.3M | 0.49% | +6.4% |
| 181 | BANK OF AMERICA#181 · 25,977 sh | 25,977 | $1.3M | <0.01% | -10.4% |
| 182 | Betterment#182 · 25,811 sh | 25,811 | $1.3M | <0.01% | +19.9% |
| 183 | STANSBERRY ASSET MANAGEMENT#183 · 25,619 sh | 25,619 | $1.3M | 0.12% | +4.4% |
| 184 | Abundance Wealth Counselors#184 · 24,998 sh | 24,998 | $1.3M | — | +0.5% |
| 185 | World Investment Advisors#185 · 21,653 sh | 21,653 | $1.3M | 0.02% | -2.2% |
| 186 | Merit Financial Group#186 · 24,759 sh | 24,759 | $1.3M | <0.01% | -2.7% |
| 187 | Atria Investments#187 · 24,542 sh | 24,542 | $1.3M | — | +47.1% |
| 188 | CIBC Bancorp USA#188 · 24,498 sh | 24,498 | $1.3M | <0.01% | 0.0% |
| 189 | Wedmont Private Capital#189 · 22,064 sh | 22,064 | $1.2M | — | +102.2% |
| 190 | Clearstead Advisors#190 · 23,996 sh | 23,996 | $1.2M | 0.01% | -2.3% |
| 191 | GK Wealth Management#191 · 23,957 sh | 23,957 | $1.2M | — | New |
| 192 | BEARING POINT CAPITAL#192 · 23,756 sh | 23,756 | $1.2M | 0.16% | -23.9% |
| 193 | NewEdge Wealth#193 · 23,448 sh | 23,448 | $1.2M | 0.01% | +2.2% |
| 194 | Objective Capital Management#194 · 23,436 sh | 23,436 | $1.2M | — | 0.0% |
| 195 | JT Stratford#195 · 23,428 sh | 23,428 | $1.2M | 0.13% | New |
| 196 | Cane Capital Partners#196 · 23,340 sh | 23,340 | $1.2M | — | -12.8% |
| 197 | Venture Visionary Partners#197 · 22,800 sh | 22,800 | $1.2M | — | New |
| 198 | MARIPAU WEALTH MANAGEMENT#198 · 22,609 sh | 22,609 | $1.2M | 0.41% | +139.7% |
| 199 | Highland Financial Advisors#199 · 22,085 sh | 22,085 | $1.1M | — | +7.6% |
| 200 | TRU INDEPENDENCE ASSET MANAGEMENT 2#200 · 22,010 sh | 22,010 | $1.1M | 0.61% | 0.0% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.