Fidelity Wise Origin Bitcoin Fund (FBTC) — Institutional Holders, Q2 2026 (page 6)
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 501 to 600. 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 501–600 of 628
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 501 | POM Investment Strategies#501 · 2,192 sh | 2,192 | $111.9K | — | +124.8% |
| 502 | TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA#502 · 2,050 sh | 2,050 | $104.7K | 0.03% | -4.7% |
| 503 | UBS Group AG#503 · 2,028 sh | 2,028 | $103.5K | 0.00% | New |
| 504 | Family Legacy Financial Solutions#504 · 2,000 sh | 2,000 | $102.1K | — | New |
| 505 | Downshift Financial#505 · 1,999 sh | 1,999 | $102.0K | — | New |
| 506 | United Financial Planning Group#506 · 1,995 sh | 1,995 | $101.8K | 0.05% | 0.0% |
| 507 | Union Bankshares#507 · 1,947 sh | 1,947 | $99.4K | <0.01% | -36.9% |
| 508 | WHITTIER OF NEVADA#508 · 1,780 sh | 1,780 | $98.8K | <0.01% | 0.0% |
| 509 | UMB Bank, n.a.#509 · 1,857 sh | 1,857 | $94.8K | <0.01% | 0.0% |
| 510 | Strategic Investment Solutions#510 · 1,831 sh | 1,831 | $93.5K | 0.02% | -1.8% |
| 511 | Silicon Valley Capital Partners#511 · 1,790 sh | 1,790 | $91.4K | <0.01% | 0.0% |
| 512 | Geneos Wealth Management#512 · 1,785 sh | 1,785 | $91.1K | <0.01% | +95.1% |
| 513 | THURSTON, SPRINGER, MILLER, HERD & TITAK#513 · 1,784 sh | 1,784 | $91.1K | — | +48.8% |
| 514 | Hilton Head Capital Partners#514 · 1,718 sh | 1,718 | $87.7K | — | 0.0% |
| 515 | Strategic Advocates#515 · 1,591 sh | 1,591 | $81.2K | 0.31% | 0.0% |
| 516 | Kingdom Financial Group#516 · 1,566 sh | 1,566 | $79.9K | 0.02% | +2554.2% |
| 517 | StrongBox Wealth#517 · 1,500 sh | 1,500 | $76.6K | 0.02% | New |
| 518 | Plante Moran Financial Advisors#518 · 1,497 sh | 1,497 | $76.4K | <0.01% | 0.0% |
| 519 | Heritage Wealth Advisors#519 · 1,443 sh | 1,443 | $73.7K | <0.01% | -9.0% |
| 520 | MassMutual Private Wealth & , FSB#520 · 1,430 sh | 1,430 | $73.0K | — | -3.6% |
| 521 | Physician Wealth Advisors#521 · 1,364 sh | 1,364 | $69.7K | — | +103.0% |
| 522 | Lodestone Wealth Management#522 · 1,318 sh | 1,318 | $67.3K | — | -9.5% |
| 523 | INVESTMENT COUNSEL OF NEVADA#523 · 1,272 sh | 1,272 | $64.9K | 0.12% | 0.0% |
| 524 | Richard W. Paul & Associates#524 · 1,215 sh | 1,215 | $62.0K | 0.02% | +1.3% |
| 525 | Atlantic Private Wealth#525 · 1,201 sh | 1,201 | $61.3K | 0.04% | 0.0% |
| 526 | Basepoint Wealth#526 · 1,190 sh | 1,190 | $60.7K | 0.03% | 0.0% |
| 527 | NATIONAL BANK OF CANADA#527 · 1,090 sh | 1,090 | $55.6K | 0.00% | 0.0% |
| 528 | Capital Analysts#528 · 1,034 sh | 1,034 | $53.0K | <0.01% | 0.0% |
| 529 | TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA#529 · 935 sh | 935 | $47.7K | 0.05% | 0.0% |
| 530 | Go Invest#530 · 894 sh | 894 | $45.6K | — | +12.2% |
| 531 | Turim 21 Investimentos Ltda.#531 · 877 sh | 877 | $44.8K | <0.01% | 0.0% |
| 532 | Aspect Partners#532 · 810 sh | 810 | $41.4K | — | 0.0% |
| 533 | SYNTAX RESEARCH#533 · 785 sh | 785 | $40.1K | 0.03% | New |
| 534 | Asset Planning#534 · 750 sh | 750 | $38.3K | — | 0.0% |
| 535 | HARBOUR INVESTMENTS#535 · 741 sh | 741 | $37.9K | <0.01% | +8.0% |
| 536 | Canton Hathaway#536 · 725 sh | 725 | $37.0K | — | 0.0% |
| 537 | Golden State Wealth Management#537 · 695 sh | 695 | $35.5K | <0.01% | +1.5% |
| 538 | Coston, McIsaac & Partners#538 · 690 sh | 690 | $35.0K | <0.01% | +2.5% |
| 539 | Perkins Coie#539 · 680 sh | 680 | $34.7K | — | 0.0% |
| 540 | Hurley Capital#540 · 670 sh | 670 | $34.2K | 0.02% | 0.0% |
| 541 | Cranbrook Wealth Management#541 · 647 sh | 647 | $33.0K | <0.01% | 0.0% |
| 542 | SOUTHERN MICHIGAN BANK &#542 · 639 sh | 639 | $32.6K | — | -21.8% |
| 543 | Strategic Wealth Advisors#543 · 430 sh | 430 | $32.0K | 0.03% | 0.0% |
| 544 | Wilkerson Advisory Group#544 · 593 sh | 593 | $30.3K | — | 0.0% |
| 545 | HIGHLINE WEALTH PARTNERS#545 · 552 sh | 552 | $28.2K | — | New |
| 546 | MCF Advisors#546 · 507 sh | 507 | $25.9K | <0.01% | -15.9% |
| 547 | BIRCHBROOK#547 · 505 sh | 505 | $25.8K | — | +106.1% |
| 548 | Game Plan Financial Advisors#548 · 475 sh | 475 | $24.2K | <0.01% | 0.0% |
| 549 | NBT BANK N A#549 · 409 sh | 409 | $20.9K | — | 0.0% |
| 550 | Financial Network Wealth Advisors#550 · 401 sh | 401 | $20.5K | 0.02% | 0.0% |
| 551 | Avalon#551 · 390 sh | 390 | $19.9K | <0.01% | 0.0% |
| 552 | MATHER GROUP#552 · 328 sh | 328 | $16.7K | — | 0.0% |
| 553 | FINANCIAL CONSULATE#553 · 322 sh | 322 | $16.4K | — | 0.0% |
| 554 | CARY STREET PARTNERS INVESTMENT ADVISORY#554 · 320 sh | 320 | $16.4K | <0.01% | New |
| 555 | Cordant#555 · 315 sh | 315 | $16.1K | <0.01% | 0.0% |
| 556 | KELLEHER FINANCIAL ADVISORS#556 · 300 sh | 300 | $15.3K | <0.01% | +100.0% |
| 557 | Westside Investment Management#557 · 300 sh | 300 | $15.3K | <0.01% | New |
| 558 | Fortitude Family Office#558 · 294 sh | 294 | $15.0K | — | -96.6% |
| 559 | COUNTRY BANK#559 · 270 sh | 270 | $13.8K | <0.01% | 0.0% |
| 560 | Decker Retirement Planning#560 · 267 sh | 267 | $13.6K | — | New |
| 561 | SJS Investment Consulting#561 · 240 sh | 240 | $12.3K | — | 0.0% |
| 562 | Finley Financial#562 · 235 sh | 235 | $12.0K | <0.01% | New |
| 563 | Investors Portfolio Services#563 · 220 sh | 220 | $11.2K | <0.01% | 0.0% |
| 564 | HighMark Wealth Management#564 · 213 sh | 213 | $10.9K | <0.01% | +13.3% |
| 565 | Salomon & Ludwin#565 · 203 sh | 203 | $10.6K | <0.01% | New |
| 566 | SITTNER & NELSON#566 · 200 sh | 200 | $10.2K | <0.01% | New |
| 567 | Clearstead#567 · 180 sh | 180 | $9.2K | <0.01% | 0.0% |
| 568 | ROYAL BANK OF CANADA#568 · 170 sh | 170 | $9.0K | 0.00% | -82.6% |
| 569 | Ankerstar Wealth#569 · 170 sh | 170 | $8.7K | <0.01% | 0.0% |
| 570 | SALEM INVESTMENT COUNSELORS#570 · 141 sh | 141 | $7.2K | — | 0.0% |
| 571 | ATWOOD & PALMER#571 · 125 sh | 125 | $6.4K | — | 0.0% |
| 572 | Comprehensive Financial Planning#572 · 125 sh | 125 | $6.4K | <0.01% | 0.0% |
| 573 | Avion Wealth#573 · 120 sh | 120 | $6.0K | <0.01% | New |
| 574 | Sachetta#574 · 116 sh | 116 | $5.9K | <0.01% | 0.0% |
| 575 | Nova Wealth Management#575 · 115 sh | 115 | $5.9K | <0.01% | 0.0% |
| 576 | Raleigh Capital Management#576 · 103 sh | 103 | $5.3K | <0.01% | 0.0% |
| 577 | TD Waterhouse Canada#577 · 103 sh | 103 | $5.3K | — | New |
| 578 | Highland Investment Advisors#578 · 90 sh | 90 | $4.6K | <0.01% | — |
| 579 | GHP Investment Advisors#579 · 83 sh | 83 | $4.2K | — | 0.0% |
| 580 | Key Capital Management#580 · 83 sh | 83 | $4.2K | <0.01% | +38.3% |
| 581 | Glassman Wealth Services#581 · 81 sh | 81 | $4.1K | <0.01% | 0.0% |
| 582 | High Point Wealth Management#582 · 81 sh | 81 | $4.1K | <0.01% | 0.0% |
| 583 | ASSETMARK#583 · 76 sh | 76 | $3.9K | — | -20.8% |
| 584 | CHESAPEAKE ASSET MANAGEMENT#584 · 74 sh | 74 | $3.8K | <0.01% | New |
| 585 | CNB Bank#585 · 68 sh | 68 | $3.5K | <0.01% | 0.0% |
| 586 | Guardian Partners#586 · 61 sh | 61 | $3.1K | — | New |
| 587 | Colonial Advisors#587 · 50 sh | 50 | $2.6K | <0.01% | 0.0% |
| 588 | Ares Financial Consulting#588 · 45 sh | 45 | $2.3K | — | 0.0% |
| 589 | PENSION & WEALTH MANAGEMENT ADVISORS#589 · 44 sh | 44 | $2.3K | — | -25.4% |
| 590 | TOUNJIAN ADVISORY PARTNERS#590 · 38 sh | 38 | $1.9K | <0.01% | New |
| 591 | Montgomery Financial Services#591 · 38 sh | 38 | $1.9K | <0.01% | — |
| 592 | VISION FINANCIAL MARKETS#592 · 35 sh | 35 | $1.8K | — | 0.0% |
| 593 | CHILTON CAPITAL MANAGEMENT#593 · 33 sh | 33 | $1.7K | <0.01% | 0.0% |
| 594 | Dougherty Wealth Advisers#594 · 33 sh | 33 | $1.7K | <0.01% | 0.0% |
| 595 | ROTHSCHILD INVESTMENT#595 · 29 sh | 29 | $1.5K | <0.01% | 0.0% |
| 596 | MASECO LLP#596 · 28 sh | 28 | $1.4K | — | New |
| 597 | VSM Wealth Advisory#597 · 24 sh | 24 | $1.2K | <0.01% | 0.0% |
| 598 | FMR#598 · 24 sh | 24 | $1.2K | 0.00% | 0.0% |
| 599 | Archer Investment#599 · 22 sh | 22 | $1.1K | <0.01% | 0.0% |
| 600 | DecisionPoint Financial#600 · 20 sh | 20 | $1.0K | <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.