Fidelity Wise Origin Bitcoin Fund (FBTC) — Institutional Holders, Q2 2026 (page 5)
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 401 to 500. 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 401–500 of 628
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 401 | Dorsey & Whitney#401 · 5,502 sh | 5,502 | $280.9K | 0.01% | New |
| 402 | Clarus Group#402 · 5,500 sh | 5,500 | $280.8K | — | 0.0% |
| 403 | Cooper Financial Group#403 · 5,497 sh | 5,497 | $280.6K | — | +15.0% |
| 404 | Sage Mountain Advisors#404 · 5,481 sh | 5,481 | $279.8K | 0.02% | 0.0% |
| 405 | VICUS CAPITAL#405 · 5,476 sh | 5,476 | $279.6K | 0.02% | -5.2% |
| 406 | VESTIA PERSONAL WEALTH ADVISORS#406 · 5,464 sh | 5,464 | $278.9K | — | New |
| 407 | TOCQUEVILLE ASSET MANAGEMENT L.P.#407 · 5,450 sh | 5,450 | $278.2K | <0.01% | 0.0% |
| 408 | Wealth Management Nebraska#408 · 5,445 sh | 5,445 | $278.0K | — | +18.8% |
| 409 | TRANSCEND WEALTH COLLECTIVE#409 · 5,428 sh | 5,428 | $277.1K | 0.02% | 0.0% |
| 410 | Rehmann Capital Advisory Group#410 · 5,419 sh | 5,419 | $276.7K | 0.01% | -27.2% |
| 411 | Allied Private Wealth#411 · 5,075 sh | 5,075 | $274.9K | 0.18% | — |
| 412 | Gryphon Financial Partners#412 · 5,380 sh | 5,380 | $274.6K | 0.02% | 0.0% |
| 413 | PFG Investments#413 · 5,374 sh | 5,374 | $274.3K | 0.01% | +7.6% |
| 414 | APPLETON PARTNERS#414 · 5,361 sh | 5,361 | $274.0K | 0.02% | +10.1% |
| 415 | UNITED CAPITAL FINANCIAL ADVISORS#415 · 5,361 sh | 5,361 | $273.3K | <0.01% | -4.3% |
| 416 | HB Wealth Management#416 · 5,350 sh | 5,350 | $273.1K | — | +30.5% |
| 417 | Truvestments Capital#417 · 5,316 sh | 5,316 | $271.4K | 0.04% | 0.0% |
| 418 | COMPASS CAPITAL /MA#418 · 4,852 sh | 4,852 | $269.0K | 0.09% | +11.9% |
| 419 | Prime Capital Investment Advisors#419 · 5,268 sh | 5,268 | $268.9K | — | -28.4% |
| 420 | Avestar Capital#420 · 5,236 sh | 5,236 | $267.3K | 0.01% | -3.2% |
| 421 | Claro Advisors#421 · 5,208 sh | 5,208 | $265.9K | 0.03% | -11.3% |
| 422 | AMG National Bank#422 · 5,205 sh | 5,205 | $265.7K | <0.01% | 0.0% |
| 423 | Marble Wealth#423 · 5,172 sh | 5,172 | $264.0K | 0.04% | -1.0% |
| 424 | SENTINEL PENSION ADVISORS#424 · 4,674 sh | 4,674 | $260.9K | 0.03% | +9.4% |
| 425 | Summit Financial#425 · 5,080 sh | 5,080 | $259.4K | <0.01% | -81.4% |
| 426 | Trek Financial#426 · 5,074 sh | 5,074 | $259.0K | 0.01% | +12.7% |
| 427 | IVC Wealth Advisors#427 · 5,057 sh | 5,057 | $258.2K | — | 0.0% |
| 428 | ADAMSBROWN WEALTH CONSULTANTS#428 · 5,042 sh | 5,042 | $257.4K | — | +12.7% |
| 429 | McAdam#429 · 5,032 sh | 5,032 | $256.9K | — | -6.3% |
| 430 | GRIMES & WEALTH MANAGEMENT#430 · 5,015 sh | 5,015 | $256.0K | <0.01% | +11.6% |
| 431 | BECKER CAPITAL MANAGEMENT#431 · 5,010 sh | 5,010 | $255.8K | <0.01% | +4.8% |
| 432 | Intentional Wealth Strategies#432 · 5,009 sh | 5,009 | $255.7K | 0.24% | +2.1% |
| 433 | AlphaCore Capital#433 · 5,002 sh | 5,002 | $255.4K | <0.01% | -10.6% |
| 434 | Chicago Capital#434 · 4,990 sh | 4,990 | $254.7K | — | -2.3% |
| 435 | GUARDIAN WEALTH ADVISORS, / NC#435 · 4,987 sh | 4,987 | $254.6K | 0.01% | +16.5% |
| 436 | AA Financial Advisors#436 · 4,978 sh | 4,978 | $254.1K | — | +41.7% |
| 437 | RETIREMENT INCOME SOLUTIONS#437 · 4,296 sh | 4,296 | $253.6K | 0.04% | 0.0% |
| 438 | Summit Trail Advisors#438 · 4,965 sh | 4,965 | $253.5K | <0.01% | -25.2% |
| 439 | Pinnacle Financial Partners#439 · 4,961 sh | 4,961 | $253.3K | <0.01% | +5.4% |
| 440 | BridgePort Financial Solutions#440 · 4,956 sh | 4,956 | $253.0K | 0.06% | +9.5% |
| 441 | Rather & Kittrell#441 · 4,952 sh | 4,952 | $252.8K | 0.04% | +3.2% |
| 442 | Smallwood Wealth Investment Management#442 · 4,946 sh | 4,946 | $252.5K | 0.11% | 0.0% |
| 443 | INSIGNEO ADVISORY SERVICES#443 · 4,916 sh | 4,916 | $251.0K | <0.01% | 0.0% |
| 444 | Advyzon Investment Management#444 · 4,860 sh | 4,860 | $248.1K | 0.02% | -1.6% |
| 445 | SIMON QUICK ADVISORS#445 · 4,813 sh | 4,813 | $245.7K | — | +5.1% |
| 446 | Stone House Investment Management#446 · 4,750 sh | 4,750 | $242.5K | — | +1.9% |
| 447 | Principia Wealth Advisory#447 · 4,721 sh | 4,721 | $241.0K | 0.12% | -1.4% |
| 448 | Shepherd Street Advisors#448 · 4,262 sh | 4,262 | $241.0K | — | -1.9% |
| 449 | Schneider Downs Wealth Management Advisors#449 · 4,712 sh | 4,712 | $240.5K | — | 0.0% |
| 450 | Cedarwood Wealth#450 · 4,686 sh | 4,686 | $239.2K | 0.18% | 0.0% |
| 451 | CARY STREET PARTNERS FINANCIAL#451 · 4,682 sh | 4,682 | $239.0K | <0.01% | New |
| 452 | RPg Family Wealth Advisory#452 · 4,669 sh | 4,669 | $238.3K | 0.04% | 0.0% |
| 453 | Freestone Capital#453 · 4,590 sh | 4,590 | $234.3K | <0.01% | New |
| 454 | Kastel Capital Advisors#454 · 3,952 sh | 3,952 | $233.3K | 0.15% | +31.1% |
| 455 | EdgeRock Capital#455 · 4,535 sh | 4,535 | $231.5K | 0.05% | -6.6% |
| 456 | HBK Sorce Advisory#456 · 4,099 sh | 4,099 | $231.3K | <0.01% | +20.8% |
| 457 | Curran Financial Partners#457 · 4,530 sh | 4,530 | $231.3K | 0.03% | +5.3% |
| 458 | Allworth Financial#458 · 4,492 sh | 4,492 | $229.3K | <0.01% | -28.2% |
| 459 | ALTFEST L J#459 · 4,490 sh | 4,490 | $229.2K | — | New |
| 460 | SlateStone Wealth#460 · 4,468 sh | 4,468 | $228.0K | 0.02% | -6.3% |
| 461 | IFG Advisors#461 · 4,393 sh | 4,393 | $224.3K | — | -7.1% |
| 462 | Sendero Wealth Management#462 · 4,374 sh | 4,374 | $223.3K | — | New |
| 463 | Almanack Investment Partners#463 · 4,372 sh | 4,372 | $223.2K | 0.03% | -73.5% |
| 464 | True North Advisors#464 · 4,367 sh | 4,367 | $222.9K | — | New |
| 465 | Hutchens & Kramer Investment Management Group#465 · 4,360 sh | 4,360 | $222.6K | — | New |
| 466 | XXI WEALTH#466 · 4,350 sh | 4,350 | $222.1K | — | New |
| 467 | SCOTIA CAPITAL#467 · 4,348 sh | 4,348 | $222.0K | <0.01% | -4.3% |
| 468 | Evolution Wealth Advisors#468 · 4,340 sh | 4,340 | $221.6K | 0.03% | New |
| 469 | NorthRock Partners#469 · 4,336 sh | 4,336 | $221.4K | <0.01% | New |
| 470 | Halbert, Hargrove/Russell#470 · 4,333 sh | 4,333 | $221.2K | — | -0.1% |
| 471 | Advisory Alpha#471 · 4,329 sh | 4,329 | $221.0K | <0.01% | +0.7% |
| 472 | United Advisor Group#472 · 4,325 sh | 4,325 | $220.8K | 0.02% | New |
| 473 | C2P Capital Advisory Group, d.b.a. Prosperity Capital Ad#473 · 4,222 sh | 4,222 | $215.5K | — | -0.1% |
| 474 | Aspiring Ventures#474 · 4,201 sh | 4,201 | $214.5K | 0.05% | -1.5% |
| 475 | JPMORGAN CHASE#475 · 4,079 sh | 4,079 | $214.3K | 0.00% | -81.6% |
| 476 | BRIDGE GENERATIONS WEALTH MANAGEMENT#476 · 4,183 sh | 4,183 | $213.5K | 0.11% | New |
| 477 | Markin Asset Management#477 · 4,166 sh | 4,166 | $212.7K | 0.18% | -2.5% |
| 478 | Caprock Group#478 · 4,067 sh | 4,067 | $207.6K | <0.01% | -26.9% |
| 479 | CENTAURUS FINANCIAL#479 · 4,037 sh | 4,037 | $206.0K | <0.01% | +0.3% |
| 480 | Stiles Financial Services#480 · 4,034 sh | 4,034 | $205.9K | 0.05% | 0.0% |
| 481 | Strait & Sound Wealth Management#481 · 4,010 sh | 4,010 | $204.7K | 0.07% | +14.2% |
| 482 | New Insight Wealth Advisors#482 · 3,995 sh | 3,995 | $203.9K | 0.06% | New |
| 483 | Krane Financial Solutions#483 · 3,984 sh | 3,984 | $203.4K | 0.13% | New |
| 484 | Oakworth Capital#484 · 3,836 sh | 3,836 | $200.4K | — | 0.0% |
| 485 | Federation des caisses Desjardins du Quebec#485 · 3,786 sh | 3,786 | $193.3K | <0.01% | -5.4% |
| 486 | Financial Perspectives#486 · 3,637 sh | 3,637 | $185.7K | 0.05% | 0.0% |
| 487 | SIGNATUREFD#487 · 3,619 sh | 3,619 | $184.8K | — | +150.4% |
| 488 | BEACON INVESTMENT ADVISORY SERVICES#488 · 3,500 sh | 3,500 | $178.7K | — | 0.0% |
| 489 | FIFTH THIRD BANCORP#489 · 3,293 sh | 3,293 | $168.1K | <0.01% | +304.0% |
| 490 | COMPASS FINANCIAL MANAGEMENT#490 · 2,920 sh | 2,920 | $163.2K | 0.02% | — |
| 491 | BankPlus Department#491 · 2,927 sh | 2,927 | $149.4K | 0.04% | 0.0% |
| 492 | Moisand Fitzgerald Tamayo#492 · 2,850 sh | 2,850 | $145.5K | — | New |
| 493 | Hills Bank#493 · 2,813 sh | 2,813 | $143.6K | <0.01% | New |
| 494 | Quest 10 Wealth Builders#494 · 2,744 sh | 2,744 | $140.1K | 0.11% | 0.0% |
| 495 | Robinswood Financial#495 · 2,743 sh | 2,743 | $140.0K | — | New |
| 496 | Noble Wealth Management PBC#496 · 2,595 sh | 2,595 | $132.5K | — | -24.7% |
| 497 | CKW FINANCIAL GROUP#497 · 2,494 sh | 2,494 | $130.0K | 0.01% | +16.8% |
| 498 | BROWN, LISLE/CUMMINGS#498 · 2,515 sh | 2,515 | $128.4K | — | +5.2% |
| 499 | GROUP ONE TRADING, L.P.#499 · 2,390 sh | 2,390 | $122.0K | <0.01% | -38.4% |
| 500 | HUNTINGTON NATIONAL BANK#500 · 2,242 sh | 2,242 | $114.5K | <0.01% | 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.