Fidelity Wise Origin Bitcoin Fund (FBTC) — Institutional Holders, Q2 2026 (page 3)
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 201 to 300. 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 201–300 of 628
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 201 | SkyOak Wealth#201 · 21,944 sh | 21,944 | $1.1M | 0.18% | New |
| 202 | Camelot Portfolios#202 · 21,402 sh | 21,402 | $1.1M | 0.76% | 0.0% |
| 203 | Principle Wealth Partners#203 · 21,166 sh | 21,166 | $1.1M | 0.05% | -16.5% |
| 204 | Mills Wealth Advisors#204 · 21,033 sh | 21,033 | $1.1M | — | +11.9% |
| 205 | Financial Management Professionals#205 · 20,798 sh | 20,798 | $1.1M | — | 0.0% |
| 206 | Bryn Mawr Advisors#206 · 20,785 sh | 20,785 | $1.1M | 0.05% | +5.7% |
| 207 | Parkside Financial Bank#207 · 20,734 sh | 20,734 | $1.1M | — | +100.0% |
| 208 | Sankala Group#208 · 18,763 sh | 18,763 | $1.1M | 0.70% | +103.6% |
| 209 | WEALTH ALLIANCE#209 · 20,292 sh | 20,292 | $1.0M | 0.09% | +1.0% |
| 210 | RAYMOND JAMES FINANCIAL#210 · 20,181 sh | 20,181 | $1.0M | <0.01% | -5.1% |
| 211 | Bleakley Financial Group#211 · 19,826 sh | 19,826 | $1.0M | 0.01% | +3.7% |
| 212 | Vise Technologies#212 · 19,742 sh | 19,742 | $1.0M | 0.01% | +15.8% |
| 213 | Hubbell Strickland Wealth Management#213 · 19,737 sh | 19,737 | $1.0M | 0.36% | -1.7% |
| 214 | Financial Partners Group#214 · 19,664 sh | 19,664 | $1.0M | — | -21.4% |
| 215 | LifeGoal Investments#215 · 19,381 sh | 19,381 | $989.4K | — | 0.0% |
| 216 | Aries Wealth Management#216 · 19,096 sh | 19,096 | $974.9K | — | -0.3% |
| 217 | SILVERLAKE WEALTH MANAGEMENT#217 · 18,640 sh | 18,640 | $951.6K | — | -3.1% |
| 218 | Sovran Advisors#218 · 16,921 sh | 16,921 | $939.8K | 0.07% | +28.1% |
| 219 | GAMCO INVESTORS, ET AL#219 · 18,100 sh | 18,100 | $924.0K | <0.01% | +3.4% |
| 220 | Parallel Advisors#220 · 17,679 sh | 17,679 | $902.5K | 0.01% | -4.8% |
| 221 | Benchmark Financial Wealth Advisors#221 · 17,406 sh | 17,406 | $888.6K | — | -11.5% |
| 222 | Soltis Investment Advisors#222 · 17,167 sh | 17,167 | $876.4K | 0.05% | -6.0% |
| 223 | Stratos Wealth Partners, LTD.#223 · 17,121 sh | 17,121 | $874.0K | <0.01% | New |
| 224 | JSF Financial#224 · 17,059 sh | 17,059 | $870.9K | — | +49.9% |
| 225 | Osbon Capital Management#225 · 16,921 sh | 16,921 | $863.9K | 0.68% | +0.1% |
| 226 | MTM Investment Management#226 · 16,741 sh | 16,741 | $854.6K | 0.24% | -10.6% |
| 227 | Revisor Wealth Management#227 · 16,723 sh | 16,723 | $853.7K | — | +9.1% |
| 228 | BANK OF MONTREAL#228 · 16,719 sh | 16,719 | $853.5K | <0.01% | -17.0% |
| 229 | CONDOR CAPITAL MANAGEMENT#229 · 16,571 sh | 16,571 | $846.0K | 0.06% | +8.2% |
| 230 | Mustard Seed Financial#230 · 16,497 sh | 16,497 | $842.2K | 0.44% | 0.0% |
| 231 | Bedel Financial Consulting#231 · 16,368 sh | 16,368 | $835.6K | 0.08% | +1.2% |
| 232 | Proficio Capital Partners#232 · 16,075 sh | 16,075 | $820.6K | 0.03% | -6.9% |
| 233 | Clark Wealth Partners#233 · 16,006 sh | 16,006 | $817.1K | — | New |
| 234 | Timber Creek Capital Management#234 · 15,737 sh | 15,737 | $803.4K | 0.16% | +38.4% |
| 235 | Strive Financial Group#235 · 15,641 sh | 15,641 | $798.5K | 0.35% | New |
| 236 | Essex Financial Services#236 · 15,602 sh | 15,602 | $796.5K | 0.04% | -7.1% |
| 237 | Stratos Wealth Advisors#237 · 15,596 sh | 15,596 | $796.2K | 0.04% | -0.5% |
| 238 | CIM#238 · 15,480 sh | 15,480 | $790.3K | 0.10% | +2.2% |
| 239 | Relyea Zuckerberg Hanson#239 · 15,245 sh | 15,245 | $778.3K | — | +6.1% |
| 240 | Waldron Private Wealth#240 · 15,080 sh | 15,080 | $769.8K | 0.03% | +12.8% |
| 241 | WESCAP Management Group#241 · 14,901 sh | 14,901 | $760.7K | 0.14% | 0.0% |
| 242 | GREAT VALLEY ADVISOR GROUP#242 · 14,883 sh | 14,883 | $759.5K | 0.01% | -2.7% |
| 243 | CFO4Life Group#243 · 14,861 sh | 14,861 | $758.6K | 0.10% | +51.8% |
| 244 | Robertson Stephens Wealth Management#244 · 14,803 sh | 14,803 | $755.7K | — | +3.5% |
| 245 | Marietta Wealth Management#245 · 14,470 sh | 14,470 | $738.7K | — | 0.0% |
| 246 | Strata Wealth Advisors#246 · 14,373 sh | 14,373 | $733.7K | — | 0.0% |
| 247 | KFG WEALTH MANAGEMENT#247 · 14,372 sh | 14,372 | $733.7K | — | +40.8% |
| 248 | National Wealth Management Group#248 · 14,286 sh | 14,286 | $729.3K | — | -13.1% |
| 249 | Ancora Advisors#249 · 14,145 sh | 14,145 | $722.1K | 0.01% | -28.9% |
| 250 | Five Pine Wealth Management#250 · 13,984 sh | 13,984 | $713.9K | — | +15.9% |
| 251 | COMMERCE BANK#251 · 13,959 sh | 13,959 | $712.6K | <0.01% | +14.7% |
| 252 | Upper Left Wealth Management#252 · 13,774 sh | 13,774 | $703.2K | — | +5.3% |
| 253 | Sunesis Advisors#253 · 13,761 sh | 13,761 | $702.5K | — | 0.0% |
| 254 | Falcon Wealth Planning#254 · 13,502 sh | 13,502 | $689.3K | 0.04% | +3.9% |
| 255 | Diversify Advisory Services#255 · 12,194 sh | 12,194 | $689.1K | — | New |
| 256 | DIVERSIFY WEALTH MANAGEMENT#256 · 12,194 sh | 12,194 | $689.1K | — | -94.6% |
| 257 | Meridian Wealth Management#257 · 13,449 sh | 13,449 | $686.6K | 0.02% | -28.5% |
| 258 | Larson Financial Group#258 · 13,300 sh | 13,300 | $678.9K | 0.02% | +9.3% |
| 259 | Citizens National Bank Department#259 · 13,055 sh | 13,055 | $666.5K | 0.10% | 0.0% |
| 260 | Bogart Wealth#260 · 12,839 sh | 12,839 | $655.4K | 0.02% | +83.9% |
| 261 | ANGELES WEALTH MANAGEMENT#261 · 12,827 sh | 12,827 | $654.8K | — | +54.0% |
| 262 | EAGLE GLOBAL ADVISORS#262 · 12,800 sh | 12,800 | $653.4K | 0.02% | 0.0% |
| 263 | Whitaker-Myers Wealth Managers, LTD.#263 · 12,732 sh | 12,732 | $650.0K | — | +22.0% |
| 264 | Eagle Strategies#264 · 12,699 sh | 12,699 | $648.3K | — | +22.8% |
| 265 | RMB Capital Management#265 · 12,662 sh | 12,662 | $646.4K | 0.01% | -8.8% |
| 266 | Bauman Advisory Group#266 · 12,632 sh | 12,632 | $644.9K | 0.34% | +2.8% |
| 267 | Rochester Wealth Strategies#267 · 12,616 sh | 12,616 | $644.0K | 0.36% | +27.2% |
| 268 | Pure Financial Advisors#268 · 12,606 sh | 12,606 | $643.5K | <0.01% | +16.9% |
| 269 | Wiser Wealth Management#269 · 12,580 sh | 12,580 | $642.2K | — | +122.2% |
| 270 | TCW GROUP#270 · 12,553 sh | 12,553 | $640.8K | <0.01% | 0.0% |
| 271 | DAYMARK WEALTH PARTNERS#271 · 12,497 sh | 12,497 | $638.0K | 0.02% | -3.1% |
| 272 | Headlands Technologies#272 · 12,480 sh | 12,480 | $637.1K | 0.07% | +123.9% |
| 273 | Estate Planners Group#273 · 12,437 sh | 12,437 | $634.9K | 0.29% | +31.2% |
| 274 | Synergy Financial Group, LTD#274 · 12,357 sh | 12,357 | $630.8K | 0.45% | 0.0% |
| 275 | Clear Creek Financial Management#275 · 12,173 sh | 12,173 | $621.4K | 0.04% | +2.2% |
| 276 | Investment Advisory Services Group#276 · 12,034 sh | 12,034 | $614.3K | 0.45% | +11.1% |
| 277 | PERRYMAN FINANCIAL ADVISORY#277 · 11,887 sh | 11,887 | $606.8K | — | +1.9% |
| 278 | Sequoia Financial Advisors#278 · 11,789 sh | 11,789 | $601.8K | <0.01% | -14.5% |
| 279 | Sound Portfolio Advisors#279 · 11,760 sh | 11,760 | $600.3K | 0.43% | +28.7% |
| 280 | Lansing Street Advisors#280 · 11,627 sh | 11,627 | $593.6K | 0.13% | -72.0% |
| 281 | Canvas Wealth Advisors#281 · 11,613 sh | 11,613 | $592.8K | 0.08% | -7.2% |
| 282 | Meridian Wealth Advisors#282 · 11,500 sh | 11,500 | $587.1K | 0.07% | +15.0% |
| 283 | DRIVE WEALTH MANAGEMENT#283 · 11,457 sh | 11,457 | $584.9K | 0.10% | +7.9% |
| 284 | Forum Financial Management#284 · 11,300 sh | 11,300 | $576.9K | — | 0.0% |
| 285 | Warren Street Wealth Advisors#285 · 11,264 sh | 11,264 | $575.0K | 0.13% | 0.0% |
| 286 | GWN SECURITIES#286 · 11,132 sh | 11,132 | $568.3K | 0.10% | -11.3% |
| 287 | Wealth Group Ltd#287 · 11,090 sh | 11,090 | $566.1K | — | +12.7% |
| 288 | Ethos Financial Group#288 · 10,195 sh | 10,195 | $563.7K | 0.04% | -19.8% |
| 289 | AXQ CAPITAL#289 · 10,894 sh | 10,894 | $556.1K | 0.06% | New |
| 290 | GC Wealth Management RIA#290 · 10,891 sh | 10,891 | $556.0K | 0.03% | -54.3% |
| 291 | Cadia Private Client#291 · 10,776 sh | 10,776 | $550.1K | 0.39% | +15.1% |
| 292 | Endowment Wealth Management#292 · 10,706 sh | 10,706 | $546.6K | 0.21% | +18.9% |
| 293 | FINANCIAL MANAGEMENT NETWORK#293 · 9,747 sh | 9,747 | $544.1K | — | -0.4% |
| 294 | Basecamp Wealth Advisors#294 · 10,565 sh | 10,565 | $539.4K | 0.10% | +73.7% |
| 295 | EARNED WEALTH ADVISORS#295 · 10,556 sh | 10,556 | $538.9K | 0.03% | -7.7% |
| 296 | Kapstone Financial Advisors#296 · 10,505 sh | 10,505 | $536.3K | 0.22% | -10.6% |
| 297 | Verus Financial Partners#297 · 10,447 sh | 10,447 | $533.3K | 0.05% | 0.0% |
| 298 | INSTRUMENTAL WEALTH#298 · 10,345 sh | 10,345 | $528.1K | — | +1.0% |
| 299 | Spartan Wealth Advisory Services#299 · 10,323 sh | 10,323 | $527.0K | 0.04% | +121.3% |
| 300 | SWEENEY & MICHEL#300 · 9,280 sh | 9,280 | $524.6K | — | -7.5% |
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.