FIDELITY WISE ORIGIN BITCOIN (FBTC)
Institutional ownership reported to the SEC as of Q3 2026, across 11 quarters.
27
Reporting holders
$56.1M
Reported value
0.0%
Calls
0.0%
Puts
-603
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Legacy Wealth Asset Management, LLC | $22.0M | 303,300 | 4.83% | 11q | +0.6%+$140.4K |
| AVAII WEALTH MANAGEMENT, LLC | $8.3M | 113,787 | 2.40% | 8q | +27.6%+$1.8M |
| Farther Finance Advisors, LLC | $5.5M | 75,510 | 0.04% | 11q | +22.7%+$1.0M |
| First Heartland Consultants, Inc. | $3.6M | 49,992 | 0.24% | 11q | -5.6%-$214.5K |
| Valeo Financial Advisors, LLC | $3.0M | 41,174 | 0.06% | 11q | +6.0%+$168.7K |
| Financial Designs Corp | $2.1M | 29,016 | 1.09% | 10q | +3.1%+$63.9K |
| Venture Visionary Partners LLC | $1.7M | 22,800 | 0.04% | 2q | HELD |
| Wedmont Private Capital | $1.6M | 21,814 | 0.04% | 8q | -1.1%-$17.8K |
| LifeGoal Investments, LLC | $1.4M | 19,381 | 0.43% | 8q | HELD |
| GK Wealth Management LLC | $931.5K | 12,823 | 0.52% | 2q | -46.5%-$808.8K |
| Whitaker-Myers Wealth Managers, LTD. | $889.9K | 12,251 | 0.14% | 5q | -3.8%-$34.9K |
| FINANCIAL MANAGEMENT NETWORK INC | $714.7K | 9,747 | 0.10% | 6q | HELD |
| Prosperity Planning, Inc. | $675.5K | 9,300 | 0.15% | 8q | HELD |
| Wealth Group Ltd | $621.6K | 8,477 | 0.12% | 8q | -23.6%-$191.6K |
| Worth Asset Management, LLC | $451.2K | 6,211 | 0.13% | 2q | +6.6%+$27.7K |
| Cooper Financial Group | $369.2K | 5,082 | 0.03% | 3q | -7.5%-$30.1K |
| Mirador Capital Partners LP | $330.9K | 4,555 | 0.04% | new | NEW |
| YHB Investment Advisors, Inc. | $290.9K | 4,004 | 0.02% | new | NEW |
| Ballew Advisors, Inc | $269.9K | 3,681 | 0.13% | new | NEW |
| PUFF WEALTH MANAGEMENT, LLC | $250.5K | 3,448 | 0.24% | new | NEW |
| TITLEIST ASSET MANAGEMENT, LLC | $242.1K | 3,332 | 0.02% | new | NEW |
| Sprinkle Financial Consultants LLC | $219.1K | 3,016 | 0.09% | new | NEW |
| Apella Capital, LLC | $217.8K | 3,005 | 0.00% | new | NEW |
| Noble Wealth Management PBC | $185.1K | 2,548 | 0.08% | 5q | -1.8%-$3.4K |
| Rosenberg Matthew Hamilton | $170.2K | 2,343 | 0.03% | new | NEW |
| MassMutual Private Wealth & Trust, FSB | $103.9K | 1,430 | 0.00% | 10q | HELD |
| ATWOOD & PALMER INC | $9.1K | 125 | 0.00% | 5q | HELD |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 27 | $56.1M | 772,152 | 8 | 6 | 7 | 0.0% |
| Q2 2026 | 630 | $2.5B | 36,096,450 | 67 | 234 | 154 | 26.7% |
| Q1 2026 | 648 | $2.5B | 35,295,689 | 75 | 277 | 139 | 15.3% |
| Q4 2025 | 684 | $3.9B | 44,769,331 | 75 | 309 | 132 | 11.9% |
| Q3 2025 | 687 | $5.6B | 46,240,748 | 97 | 331 | 102 | 17.2% |
| Q2 2025 | 626 | $5.3B | 49,743,592 | 121 | 261 | 114 | 11.2% |
| Q1 2025 | 538 | $3.8B | 49,156,008 | 64 | 257 | 102 | 6.4% |
| Q4 2024 | 533 | $5.1B | 60,379,942 | 185 | 194 | 64 | 4.0% |
| Q3 2024 | 341 | $2.9B | 51,630,822 | 66 | 135 | 50 | 0.0% |
| Q2 2024 | 315 | $2.7B | 50,615,912 | 101 | 122 | 39 | 0.0% |
| Q1 2024 | 247 | $2.3B | 37,853,085 | 247 | 0 | 0 | 0.0% |