# FIDELITY WISE ORIGIN BITCOIN (FBTC)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/FBTC/

- Reporting holders: 27
- Reported value: $56.1M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Legacy Wealth Asset Management, LLC](https://holderbook.com/funds/1846151-legacy-wealth-asset-management-llc/) | $22.0M | 303,300 | 4.8% | 11 |
| [AVAII WEALTH MANAGEMENT, LLC](https://holderbook.com/funds/1904431-avaii-wealth-management-llc/) | $8.3M | 113,787 | 2.4% | 8 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $5.5M | 75,510 | 0.0% | 11 |
| [First Heartland Consultants, Inc.](https://holderbook.com/funds/1428793-first-heartland-consultants-inc/) | $3.6M | 49,992 | 0.2% | 11 |
| [Valeo Financial Advisors, LLC](https://holderbook.com/funds/1722641-valeo-financial-advisors-llc/) | $3.0M | 41,174 | 0.1% | 11 |
| [Financial Designs Corp](https://holderbook.com/funds/1561383-financial-designs-corp/) | $2.1M | 29,016 | 1.1% | 10 |
| [Venture Visionary Partners LLC](https://holderbook.com/funds/1792283-venture-visionary-partners-llc/) | $1.7M | 22,800 | 0.0% | 2 |
| [Wedmont Private Capital](https://holderbook.com/funds/1904274-wedmont-private-capital/) | $1.6M | 21,814 | 0.0% | 8 |
| [LifeGoal Investments, LLC](https://holderbook.com/funds/2054684-lifegoal-investments-llc/) | $1.4M | 19,381 | 0.4% | 8 |
| [GK Wealth Management LLC](https://holderbook.com/funds/2069222-gk-wealth-management-llc/) | $931.5K | 12,823 | 0.5% | 2 |
| [Whitaker-Myers Wealth Managers, LTD.](https://holderbook.com/funds/1973849-whitaker-myers-wealth-managers-ltd/) | $889.9K | 12,251 | 0.1% | 5 |
| [FINANCIAL MANAGEMENT NETWORK INC](https://holderbook.com/funds/1844831-financial-management-network-inc/) | $714.7K | 9,747 | 0.1% | 6 |
| [Prosperity Planning, Inc.](https://holderbook.com/funds/1843292-prosperity-planning-inc/) | $675.5K | 9,300 | 0.1% | 8 |
| [Wealth Group Ltd](https://holderbook.com/funds/2010748-wealth-group-ltd/) | $621.6K | 8,477 | 0.1% | 8 |
| [Worth Asset Management, LLC](https://holderbook.com/funds/1927285-worth-asset-management-llc/) | $451.2K | 6,211 | 0.1% | 2 |
| [Cooper Financial Group](https://holderbook.com/funds/1751581-cooper-financial-group/) | $369.2K | 5,082 | 0.0% | 3 |
| [Mirador Capital Partners LP](https://holderbook.com/funds/1633446-mirador-capital-partners-lp/) | $330.9K | 4,555 | 0.0% | 1 |
| [YHB Investment Advisors, Inc.](https://holderbook.com/funds/1469219-yhb-investment-advisors-inc/) | $290.9K | 4,004 | 0.0% | 1 |
| [Ballew Advisors, Inc](https://holderbook.com/funds/1729096-ballew-advisors-inc/) | $269.9K | 3,681 | 0.1% | 1 |
| [PUFF WEALTH MANAGEMENT, LLC](https://holderbook.com/funds/2052736-puff-wealth-management-llc/) | $250.5K | 3,448 | 0.2% | 1 |
| [TITLEIST ASSET MANAGEMENT, LLC](https://holderbook.com/funds/1977759-titleist-asset-management-llc/) | $242.1K | 3,332 | 0.0% | 1 |
| [Sprinkle Financial Consultants LLC](https://holderbook.com/funds/2011593-sprinkle-financial-consultants-llc/) | $219.1K | 3,016 | 0.1% | 1 |
| [Apella Capital, LLC](https://holderbook.com/funds/1801507-apella-capital-llc/) | $217.8K | 3,005 | 0.0% | 1 |
| [Noble Wealth Management PBC](https://holderbook.com/funds/2055065-noble-wealth-management-pbc/) | $185.1K | 2,548 | 0.1% | 5 |
| [Rosenberg Matthew Hamilton](https://holderbook.com/funds/1812103-rosenberg-matthew-hamilton/) | $170.2K | 2,343 | 0.0% | 1 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 27 | $56.1M |
| Q2 2026 | 630 | $2.5B |
| Q1 2026 | 648 | $2.5B |
| Q4 2025 | 684 | $3.9B |
| Q3 2025 | 687 | $5.6B |
| Q2 2025 | 626 | $5.3B |
| Q1 2025 | 538 | $3.8B |
| Q4 2024 | 533 | $5.1B |
| Q3 2024 | 341 | $2.9B |
| Q2 2024 | 315 | $2.7B |
| Q1 2024 | 247 | $2.3B |