Fidelity Wise Origin Bitcoin Fund (FBTC) — Institutional Holders, Q2 2026 (page 4)
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 301 to 400. 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 301–400 of 628
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 301 | Secure Asset Management#301 · 10,084 sh | 10,084 | $514.8K | — | +10.5% |
| 302 | M. Kulyk & Associates#302 · 9,983 sh | 9,983 | $509.6K | 0.08% | 0.0% |
| 303 | REGATTA CAPITAL GROUP#303 · 9,914 sh | 9,914 | $506.1K | — | +3.9% |
| 304 | Samalin Investment Counsel#304 · 9,874 sh | 9,874 | $504.1K | — | +1.2% |
| 305 | Crestwood Advisors Group#305 · 9,874 sh | 9,874 | $504.1K | — | +5.3% |
| 306 | ROMAN BUTLER FULLERTON#306 · 9,291 sh | 9,291 | $502.9K | — | +5.0% |
| 307 | Clientfirst Wealth Management#307 · 9,793 sh | 9,793 | $499.9K | 0.41% | 0.0% |
| 308 | EQUITABLE#308 · 9,763 sh | 9,763 | $498.4K | — | 0.0% |
| 309 | Wealth Dimensions Group, Ltd.#309 · 9,664 sh | 9,664 | $493.4K | 0.09% | 0.0% |
| 310 | OneDigital Investment Advisors#310 · 9,657 sh | 9,657 | $493.0K | <0.01% | +9.5% |
| 311 | Quantinno Capital Management#311 · 9,633 sh | 9,633 | $491.8K | <0.01% | +35.6% |
| 312 | RAHLFS CAPITAL#312 · 9,550 sh | 9,550 | $487.5K | — | -6.8% |
| 313 | NBC SECURITIES#313 · 9,513 sh | 9,513 | $485.6K | — | +4.3% |
| 314 | Activest Wealth Management#314 · 9,451 sh | 9,451 | $482.4K | — | -66.0% |
| 315 | Prosperity Planning#315 · 9,330 sh | 9,330 | $476.3K | — | +0.3% |
| 316 | East Coast Asset Management#316 · 9,248 sh | 9,248 | $472.1K | 0.08% | 0.0% |
| 317 | WESBANCO BANK#317 · 9,185 sh | 9,185 | $468.9K | 0.01% | +5.5% |
| 318 | Delta Investment Management#318 · 9,079 sh | 9,079 | $463.5K | 0.08% | -23.8% |
| 319 | FAIRVIEW CAPITAL INVESTMENT MANAGEMENT#319 · 8,965 sh | 8,965 | $457.7K | 0.02% | +29.0% |
| 320 | MGO ONE SEVEN#320 · 8,949 sh | 8,949 | $456.8K | <0.01% | +5.0% |
| 321 | TECTONIC ADVISORS#321 · 8,944 sh | 8,944 | $456.6K | — | +84.6% |
| 322 | ACTION POINT FINANCIAL PLANNING#322 · 8,973 sh | 8,973 | $456.0K | 0.05% | New |
| 323 | Kiker Wealth Management#323 · 8,927 sh | 8,927 | $455.7K | 0.18% | 0.0% |
| 324 | Split Rock Private Trading & Wealth Management#324 · 8,854 sh | 8,854 | $452.0K | — | +13.1% |
| 325 | OneAscent Financial Services#325 · 8,844 sh | 8,844 | $451.5K | 0.02% | +12.0% |
| 326 | TWO SIGMA SECURITIES#326 · 8,781 sh | 8,781 | $448.3K | 0.04% | New |
| 327 | Massachusetts Wealth Management#327 · 8,767 sh | 8,767 | $447.6K | — | -1.1% |
| 328 | Checchi Capital Advisers#328 · 8,760 sh | 8,760 | $447.2K | 0.02% | New |
| 329 | QUANTIFY CHAOS ADVISORS#329 · 8,756 sh | 8,756 | $447.0K | 1.26% | +1.1% |
| 330 | EVERETT HARRIS#330 · 8,709 sh | 8,709 | $444.6K | <0.01% | +0.8% |
| 331 | Belpointe Asset Management#331 · 8,451 sh | 8,451 | $431.4K | 0.01% | -45.9% |
| 332 | Intellectus Partners#332 · 8,436 sh | 8,436 | $430.6K | 0.07% | +4.5% |
| 333 | IFP Advisors#333 · 8,428 sh | 8,428 | $430.2K | — | -31.4% |
| 334 | Platform Technology Partners#334 · 8,408 sh | 8,408 | $429.2K | 0.07% | +35.5% |
| 335 | ASSOCIATED BANC#335 · 8,352 sh | 8,352 | $426.4K | 0.01% | 0.0% |
| 336 | BASSO CAPITAL MANAGEMENT, L.P.#336 · 8,350 sh | 8,350 | $426.3K | 0.09% | -23.0% |
| 337 | Alpha Financial Partners#337 · 8,246 sh | 8,246 | $420.9K | 0.22% | New |
| 338 | Weil Company#338 · 8,140 sh | 8,140 | $415.5K | — | -48.7% |
| 339 | MATAURO#339 · 8,134 sh | 8,134 | $415.3K | 0.05% | -2.1% |
| 340 | Anson Capital#340 · 8,093 sh | 8,093 | $413.1K | — | -14.1% |
| 341 | DUDLEY CAPITAL MANAGEMENT#341 · 8,033 sh | 8,033 | $410.1K | — | -0.6% |
| 342 | BROWN ADVISORY#342 · 8,000 sh | 8,000 | $408.4K | <0.01% | 0.0% |
| 343 | SkyView Investment Advisors#343 · 8,000 sh | 8,000 | $408.0K | 0.32% | +33.3% |
| 344 | Wilmington Savings Fund Society, FSB#344 · 7,991 sh | 7,991 | $407.9K | — | +65.4% |
| 345 | AdvisorNet Financial#345 · 7,978 sh | 7,978 | $407.3K | — | -0.7% |
| 346 | Ausdal Financial Partners#346 · 7,910 sh | 7,910 | $403.8K | 0.02% | +4.6% |
| 347 | LIBERTY WEALTH MANAGEMENT#347 · 6,668 sh | 6,668 | $393.6K | 0.05% | 0.0% |
| 348 | Ellis Investment Partners#348 · 7,635 sh | 7,635 | $389.8K | — | -9.7% |
| 349 | Broussard Financial Group#349 · 7,460 sh | 7,460 | $380.8K | — | New |
| 350 | CHOREO#350 · 7,419 sh | 7,419 | $378.8K | <0.01% | -70.1% |
| 351 | Guidance Point Advisors#351 · 7,336 sh | 7,336 | $374.7K | — | -7.3% |
| 352 | Corps Capital Advisors#352 · 7,322 sh | 7,322 | $373.8K | 0.30% | -54.8% |
| 353 | Solstein Capital#353 · 7,249 sh | 7,249 | $370.1K | 0.13% | 0.0% |
| 354 | Pine Valley Investments Ltd Liability#354 · 7,207 sh | 7,207 | $367.9K | 0.01% | +8.5% |
| 355 | KMG FIDUCIARY PARTNERS#355 · 7,077 sh | 7,077 | $361.3K | — | +0.3% |
| 356 | Belvedere Trading#356 · 7,030 sh | 7,030 | $358.9K | <0.01% | New |
| 357 | J.W. COLE ADVISORS#357 · 6,933 sh | 6,933 | $353.9K | <0.01% | New |
| 358 | THOROUGHBRED FINANCIAL SERVICES#358 · 6,896 sh | 6,896 | $352.0K | 0.02% | -2.5% |
| 359 | Shade Tree Advisors#359 · 6,894 sh | 6,894 | $351.9K | — | +35.2% |
| 360 | Centerpoint Advisors#360 · 6,778 sh | 6,778 | $346.0K | 0.10% | +0.1% |
| 361 | Westover Capital Advisors#361 · 6,735 sh | 6,735 | $343.8K | — | -10.6% |
| 362 | Capital Investment Advisors#362 · 6,605 sh | 6,605 | $337.2K | — | 0.0% |
| 363 | Bridgewater Advisors#363 · 6,038 sh | 6,038 | $335.7K | 0.02% | New |
| 364 | BRIGHTON JONES#364 · 6,556 sh | 6,556 | $334.7K | <0.01% | -17.4% |
| 365 | SteelPeak Wealth#365 · 6,511 sh | 6,511 | $332.4K | — | -71.1% |
| 366 | Mount Yale Investment Advisors#366 · 6,483 sh | 6,483 | $331.0K | <0.01% | New |
| 367 | Legacy Financial Advisors#367 · 6,449 sh | 6,449 | $329.2K | 0.04% | +2.8% |
| 368 | PNC FINANCIAL SERVICES GROUP#368 · 6,429 sh | 6,429 | $328.2K | <0.01% | +47.4% |
| 369 | StoryOne#369 · 6,412 sh | 6,412 | $327.3K | — | New |
| 370 | Union Bancaire Privee, UBP SA#370 · 7,690 sh | 7,690 | $326.3K | <0.01% | 0.0% |
| 371 | Crown Wealth Group#371 · 6,352 sh | 6,352 | $324.3K | — | 0.0% |
| 372 | Harel Insurance Investments & Financial Services Ltd.#372 · 6,325 sh | 6,325 | $323.0K | <0.01% | -0.7% |
| 373 | Prasad Wealth Partners#373 · 6,254 sh | 6,254 | $319.3K | 0.08% | 0.0% |
| 374 | Moors & Cabot#374 · 6,240 sh | 6,240 | $318.6K | 0.01% | +0.4% |
| 375 | Tradition Wealth Management#375 · 6,194 sh | 6,194 | $316.2K | 0.02% | +6.5% |
| 376 | BITTERROOT CAPITAL ADVISORS#376 · 6,170 sh | 6,170 | $315.0K | 0.19% | 0.0% |
| 377 | FRANKLIN RESOURCES#377 · 6,156 sh | 6,156 | $314.3K | <0.01% | +0.7% |
| 378 | INDEPENDENT FINANCIAL GROUP#378 · 6,155 sh | 6,155 | $314.2K | — | -0.2% |
| 379 | Heritage#379 · 6,130 sh | 6,130 | $312.9K | 0.03% | 0.0% |
| 380 | Drucker Wealth 3.0#380 · 6,009 sh | 6,009 | $306.7K | 0.05% | -24.2% |
| 381 | WEALTH EFFECTS#381 · 6,005 sh | 6,005 | $306.6K | — | +1.1% |
| 382 | Sowell Financial Services#382 · 5,966 sh | 5,966 | $304.6K | — | +13.1% |
| 383 | CENTRAL#383 · 5,922 sh | 5,922 | $302.3K | <0.01% | 0.0% |
| 384 | Asset Dedication#384 · 5,895 sh | 5,895 | $300.9K | 0.02% | 0.0% |
| 385 | Werba Rubin Papier Wealth Management#385 · 5,878 sh | 5,878 | $300.1K | 0.04% | +40.2% |
| 386 | Worth Asset Management#386 · 5,829 sh | 5,829 | $297.6K | — | New |
| 387 | Strategic Wealth Partners, Ltd.#387 · 5,804 sh | 5,804 | $296.3K | 0.02% | 0.0% |
| 388 | Cape Investment Advisory#388 · 5,795 sh | 5,795 | $295.8K | — | 0.0% |
| 389 | Stokes Family Office#389 · 5,784 sh | 5,784 | $295.3K | 0.03% | +6.3% |
| 390 | Redhawk Wealth Advisors#390 · 5,780 sh | 5,780 | $295.1K | — | -16.0% |
| 391 | FOUNDERS FINANCIAL SECURITIES#391 · 5,774 sh | 5,774 | $294.8K | 0.02% | 0.0% |
| 392 | Nelson, Van Denburg & Campbell Wealth Management Group#392 · 5,743 sh | 5,743 | $293.2K | — | -82.0% |
| 393 | Beacon Capital Management#393 · 5,729 sh | 5,729 | $292.5K | — | -13.2% |
| 394 | CLG#394 · 5,726 sh | 5,726 | $292.3K | — | -27.6% |
| 395 | HORIZON KINETICS ASSET MANAGEMENT#395 · 5,681 sh | 5,681 | $290.0K | <0.01% | 0.0% |
| 396 | CMG Global#396 · 5,633 sh | 5,633 | $287.6K | — | -81.2% |
| 397 | Smartleaf Asset Management#397 · 5,470 sh | 5,470 | $287.3K | <0.01% | 0.0% |
| 398 | RITHOLTZ WEALTH MANAGEMENT#398 · 5,590 sh | 5,590 | $285.4K | <0.01% | +13.0% |
| 399 | Sandy Cove Advisors#399 · 5,520 sh | 5,520 | $281.8K | 0.07% | 0.0% |
| 400 | MONECO Advisors#400 · 5,518 sh | 5,518 | $281.7K | 0.02% | New |
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.