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Disclosery

FBTC FIDELITY WISE ORIGIN BITCOIN

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SHS (fund), issuer CIK 1852317

529 managers (530 13F filers) reported a position in FBTC shares at 2024-12-31, 60,346,538 shares in all. 173 filers opened a position and 26 filers sold out during the quarter.

Managers
529
13F filers
530
New
173
Added
198
Reduced
70
Sold out
26
Shares held by filers
60,346,538

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
RAHLFS CAPITAL, LLC11,540$941K0.93%13F-HR/ATimeline
Pure Financial Advisors, LLC11,375$928K0.02%+3,64813F-HRTimeline
Samalin Investment Counsel, LLC11,253$918K0.39%+47313F-HRTimeline
Mutual Advisors, LLC10,371$910K0.03%+2,06213F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC11,091$905K0.01%+2,42013F-HRTimeline
JSF Financial, LLC10,763$878K0.23%+3,45113F-HRTimeline
Verus Financial Partners, Inc.10,447$864K0.1%+29113F-HRTimeline
Aries Wealth Management10,341$844K0.23%+2,18013F-HRTimeline
Moors & Cabot, Inc.10,143$827K0.04%-69213F-HRTimeline
EVOKE WEALTH, LLC10,129$826K0.02%new13F-HRTimeline
Eschler Asset Management LLPin group Eschler Asset Management LLP10,000$816K1.92%-55,00013F-HRTimelineGroup
CHOREO, LLC9,818$804K0.01%-7,72113F-HRTimeline
ACCESS FINANCIAL SERVICES, INC.9,600$783K0.35%013F-HRTimeline
B. Riley Wealth Advisors, Inc.9,363$764K0.03%-1,07713F-HRTimeline
Clare Market Investments LLC9,335$762K0.18%+5,49013F-HRTimeline
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC9,317$760K0.63%013F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp9,192$750K0.02%+3,35713F-HRTimelineGroup
Foundations Investment Advisors, LLC9,112$743K0.01%+5,29813F-HRTimeline
M. Kulyk & Associates, LLC9,046$738K0.16%+56513F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC9,041$738K0.03%+2,49913F-HR/ATimeline
Pallas Capital Advisors LLC9,011$735K0.03%+4,31413F-HRTimeline
MAI Capital Management9,007$735K0.01%013F-HRTimeline
EVERETT HARRIS & CO /CA/8,982$733K0.01%+313F-HRTimeline
REGATTA CAPITAL GROUP, LLC8,841$721K0.14%+1,63213F-HRTimeline
WealthPlan Investment Management, LLC8,729$712K0.07%+3,19713F-HRTimeline
Timber Creek Capital Management LLC8,691$709K0.2%+3,50613F-HRTimeline
Bleakley Financial Group, LLC8,680$708K0.02%-40813F-HRTimeline
U.S. Capital Wealth Advisors, LLC8,601$702K0.02%new13F-HRTimeline
Parallel Advisors, LLC8,520$695K0.02%+1,89913F-HRTimeline
JB Capital LLC8,361$682K0.04%+3,20113F-HRTimeline
Werba Rubin Papier Wealth Management8,334$680K0.16%new13F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC8,267$674K0.02%+4,00313F-HRTimeline
Principle Wealth Partners LLC8,089$660K0.05%+88813F-HRTimeline
ROTHSCHILD INVESTMENT LLC8,000$653K0.04%+2,00013F-HRTimeline
Kercheville Advisors, LLC8,000$653K0.25%new13F-HRTimeline
Delta Investment Management, LLC7,974$651K0.13%+3,17313F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC7,745$632K0.05%013F-HRTimeline
Running Point Capital Advisors, LLC7,634$623K0.21%+2,50013F-HRTimeline
Falcon Wealth Planning7,558$617K0.07%+1,79313F-HRTimeline
Financial Sense Advisors, Inc.7,500$612K0.21%new13F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…7,787$610K<0.01%+3,42013F-HRTimelineGroup
Proficio Capital Partners LLC7,398$604K0.05%new13F-HR/ATimeline
Berger Financial Group, Inc7,362$601K0.04%+7513F-HRTimeline
Westover Capital Advisors, LLC7,330$598K0.13%+92013F-HRTimeline
Stonegate Investment Group, LLC7,292$595K0.02%new13F-HRTimeline
Trek Financial, LLC7,193$587K0.04%+1,57913F-HRTimeline
Benchmark Financial Wealth Advisors, LLC7,166$585K0.19%+79413F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC7,071$577K<0.01%13F-HR/ATimelineGroup
GR FINANCIAL GROUP, LLC7,051$575K0.1%new13F-HRTimeline
Merit Financial Group, LLC7,029$573K0.01%+1,97313F-HRTimeline
AdvisorNet Financial, Inc6,999$571K0.05%+1,44913F-HRTimeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…6,950$567K0.03%new13F-HRTimeline
Vantage Financial Partners, LLC6,950$567K0.14%013F-HRTimeline
Wealth Quarterback LLC6,904$563K0.26%+1,80513F-HRTimeline
Willis Johnson & Associates, Inc.6,895$562K0.04%new13F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC6,874$561K0.22%new13F-HRTimeline
Larson Financial Group LLC6,831$557K0.03%+2,74513F-HRTimeline
Wealthspire Advisors, LLC6,822$557K0.01%+2,72213F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC6,743$550K<0.01%new13F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS6,743$550K<0.01%+3,00513F-HRTimeline
Chicago Partners Investment Group LLC6,516$534K0.02%+9513F-HRTimeline
Upper Left Wealth Management, LLC6,382$521K0.45%-1,22013F-HRTimeline
Sequoia Financial Advisors, LLC6,303$514K<0.01%new13F-HR/ATimeline
PRIMORIS WEALTH ADVISORS, LLC6,295$514K0.39%new13F-HRTimeline
WESBANCO BANK INC6,243$509K0.02%new13F-HRTimeline
Virtu Financial LLCin group Virtu Financial LLC6,217$507K0.03%-44,95213F-HRTimelineGroup
Waldron Private Wealth LLC6,175$504K0.02%-11,06013F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC6,156$502K0.03%+15613F-HRTimeline
Joel Isaacson & Co., LLC6,142$501K0.02%new13F-HRTimeline
Betterment LLC6,113$499K<0.01%new13F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…6,103$498K0.01%+76113F-HRTimelineGroup
MONETA GROUP INVESTMENT ADVISORS LLC6,100$498K0.01%new13F-HRTimeline
INSPIRION WEALTH ADVISORS, LLC5,908$497K0.07%new13F-HRTimeline
Farther Finance Advisors, LLC6,069$495K0.02%+5,34413F-HRTimeline
EAGLE GLOBAL ADVISORS LLC6,050$494K0.02%new13F-HRTimeline
Peloton Wealth Strategists6,005$490K0.2%+35513F-HRTimeline
WHITTIER TRUST CO6,000$489K0.01%new13F-HRTimeline
Atlatl Advisers LLC5,948$485K0.28%13F-HRTimeline
HORIZON KINETICS ASSET MANAGEMENT LLC5,881$480K0.01%-3513F-HRTimeline
Guidance Point Advisors, LLC5,808$474K0.13%+4313F-HRTimeline
TECTONIC ADVISORS LLCin group TECTONIC ADVISORS LLC5,772$471K0.03%+32713F-HRTimelineGroup
Redhawk Wealth Advisors, Inc.5,707$466K0.06%new13F-HRTimeline
Ethos Financial Group, LLC5,595$456K0.06%new13F-HRTimeline
THOMPSON DAVIS & CO., INC.5,565$454K0.29%new13F-HRTimeline
EQUITABLE TRUST CO5,551$453K0.03%013F-HRTimeline
Intellectus Partners, LLC5,530$451K0.1%+3013F-HRTimeline
Laidlaw Wealth Management LLC5,509$449K0.2%+20213F-HRTimeline
Sage Mountain Advisors LLC5,503$449K0.03%013F-HRTimeline
CENTRAL TRUST Co5,484$447K0.01%+5813F-HRTimeline
VESTOR CAPITAL, LLC5,389$440K0.03%+1,36413F-HRTimeline
Canvas Wealth Advisors, LLC5,387$439K0.11%+31713F-HRTimeline
Forvis Mazars Wealth Advisors, LLC5,380$439K0.01%013F-HRTimeline
Orion Porfolio Solutions, LLC5,373$438K<0.01%new13F-HRTimeline
Orion Portfolio Solutions, LLC5,373$438K<0.01%new13F-HRTimeline
MGO ONE SEVEN LLC5,351$437K0.02%-98713F-HRTimeline
EPIQ PARTNERS, LLC5,334$435K0.24%new13F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.5,264$429K0.03%new13F-HRTimelineGroup
Waverly Advisors, LLC5,185$423K0.01%new13F-HRTimeline
Invesco Ltd.in group Invesco Ltd.5,156$421K<0.01%-1,08313F-HRTimelineGroup
Smallwood Wealth Investment Management,…5,146$420K0.29%new13F-HRTimeline
PROMETHIUM ADVISORS,LLC5,132$419K0.29%new13F-HRTimeline
SteelPeak Wealth, LLC5,000$408K0.02%new13F-HRTimeline
CARDIFF PARK ADVISORS, LLC5,000$408K0.04%013F-HRTimeline
CANTOR FITZGERALD, L. P.in group CANTOR FITZGERALD, L. P.4,987$407K0.02%new13F-HRTimelineGroup
Drucker Wealth 3.0, LLC4,952$404K0.09%new13F-HR/ATimeline
CHILTON INVESTMENT CO INC.4,876$398K0.01%new13F-HRTimeline
Clientfirst Wealth Management, LLC4,808$392K0.4%13F-HRTimeline
LAKE STREET ADVISORS GROUP, LLC4,790$391K0.02%013F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC4,742$387K0.04%-80813F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…4,722$385K<0.01%new13F-HRTimelineGroup
Chicago Capital, LLC4,657$380K0.01%new13F-HRTimeline
TOTAL INVESTMENT MANAGEMENT INC4,624$377K0.05%-41713F-HRTimeline
Belpointe Asset Management LLC7,329$376K0.02%-3,47113F-HRTimeline
Impact Partnership Wealth, LLC4,580$374K0.08%new13F-HRTimeline
KKM Financial LLC4,500$367K0.15%013F-HRTimeline
Reyes Financial Architecture, Inc.4,455$363K0.29%13F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …4,429$361K0.03%+313F-HR/ATimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC4,379$357K0.01%+7313F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.4,367$356K<0.01%new13F-HRTimeline
GWN SECURITIES INC.4,362$356K0.1%13F-HRTimeline
OneDigital Investment Advisors LLC4,342$354K<0.01%new13F-HRTimeline
Fairvoy Private Wealth, LLC4,322$353K0.09%13F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …4,319$352K0.01%+43413F-HRTimelineGroup
Exchange Capital Management, Inc.4,300$351K0.06%013F-HRTimeline
Kiker Wealth Management, LLC4,273$349K0.28%13F-HRTimeline
WEALTH ALLIANCE, LLC4,196$342K0.04%new13F-HRTimeline
Ellis Investment Partners, LLC4,175$341K0.07%new13F-HRTimeline
AMG National Trust Bank4,115$339K0.01%new13F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED4,091$337K0.03%new13F-HRTimeline
WADDELL & ASSOCIATES, LLC4,110$335K0.03%-97213F-HR/ATimeline
Tamar Securities, LLC4,023$328K0.05%new13F-HRTimeline
Strait & Sound Wealth Management LLC4,000$326K0.15%013F-HRTimeline
COMMERCE BANKin group COMMERCE BANK3,980$325K<0.01%new13F-HRTimelineGroup
Walleye Capital LLCin group Walleye Capital LLC3,980$325K<0.01%new13F-HRTimelineGroup
BRIGHTON JONES LLC3,954$323K0.01%new13F-HR/ATimeline
CW Advisors, LLC3,941$322K<0.01%new13F-HRTimeline
SIMON QUICK ADVISORS, LLC3,939$321K0.02%new13F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC3,874$316K0.03%new13F-HRTimeline
McAdam, LLC3,861$315K0.02%new13F-HRTimeline
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …3,860$315K<0.01%new13F-HRTimelineGroup
CENTAURUS FINANCIAL, INC.3,854$314K0.02%013F-HRTimeline
OAKWORTH CAPITAL, INC.3,836$313K0.02%+3,83313F-HRTimeline
WOLVERINE TRADING, LLC3,785$312K0.01%new13F-HRTimeline
Robertson Stephens Wealth Management, L…3,808$311K0.01%-78913F-HRTimeline
IVC Wealth Advisors LLC3,800$310K0.17%-77513F-HRTimeline
Empower Advisory Group, LLC3,751$306K<0.01%new13F-HRTimeline
Cascade Financial Partners, LLC3,750$306K0.04%-55013F-HRTimeline
Sandy Cove Advisors, LLC3,742$305K0.12%new13F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC3,741$305K0.03%new13F-HRTimeline
Clear Creek Financial Management, LLC3,736$305K0.03%new13F-HRTimeline
IFP Advisors, Inc3,727$304K0.01%+72313F-HRTimeline
NorthStar Asset Management LLC /NJ/3,720$303K0.19%new13F-HRTimeline
MONECO ADVISORS, LLC3,681$300K0.03%new13F-HR/ATimeline
RITHOLTZ WEALTH MANAGEMENT3,634$296K0.01%new13F-HRTimeline
MTM Investment Management, LLC3,609$294K0.11%new13F-HRTimeline
National Wealth Management Group, LLC3,575$292K0.19%new13F-HRTimeline
Wedmont Private Capital3,471$287K0.02%new13F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…3,500$286K0.01%new13F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…3,493$285K0.04%new13F-HRTimeline
Strategic Wealth Partners, Ltd.3,377$284K0.02%new13F-HRTimeline
KFG WEALTH MANAGEMENT, LLC3,475$284K0.05%new13F-HRTimeline
EARNED WEALTH ADVISORS, LLC3,470$283K0.09%013F-HRTimeline
ORG Partners LLC3,433$280K0.04%+1,83713F-HRTimeline
180 WEALTH ADVISORS, LLC3,430$280K0.04%new13F-HRTimeline
DIVERSIFY WEALTH MANAGEMENT, LLCin group Diversify Advisory Services, …3,374$279K0.02%new13F-HRTimelineGroup
INSIGNEO ADVISORY SERVICES, LLC3,392$277K0.03%new13F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources3,390$277K<0.01%new13F-HRTimelineGroup
World Investment Advisors3,364$274K0.01%new13F-HRTimeline
RMR Capital Management, LLC3,356$274K0.2%new13F-HRTimeline
Jump Financial, LLCin group Jump Financial, LLC3,339$272K0.01%new13F-HRTimelineGroup
AlTi Global, Inc.in group AlTi Global, Inc.3,336$272K0.01%new13F-HRTimelineGroup
Regency Capital Management Inc.\DE3,316$271K0.15%new13F-HRTimeline
Wealth Management Nebraskain group Wealth Management Nebraska3,300$269K0.04%13F-HRTimelineGroup
Five Pine Wealth Management3,288$268K0.23%13F-HRTimeline
GERBER, LLC3,263$266K0.19%new13F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC3,200$261K0.02%new13F-HRTimeline
Gilman Hill Asset Management, LLC3,195$261K0.05%new13F-HRTimeline
Lindbrook Capital, LLC3,170$259K0.02%+1,75013F-HRTimeline
Crestwood Advisors Group, LLC3,146$257K<0.01%new13F-HRTimeline
Geneva Partners, LLC3,141$256K0.1%new13F-HRTimeline
L.M. KOHN & COMPANY3,135$256K0.07%new13F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC3,134$256K0.05%+70013F-HRTimeline
Archer Investment Corp3,132$256K0.07%-313F-HRTimeline
Gitterman Wealth Management, LLC3,111$254K0.11%new13F-HRTimeline
Raleigh Capital Management Inc.3,080$251K0.1%+1,62313F-HRTimeline
Kagan Cocozza Asset Management3,060$250K0.21%13F-HRTimeline
BROGAN FINANCIAL, INC.3,049$249K0.12%new13F-HRTimeline
Clarus Group, Inc.3,000$245K0.09%new13F-HRTimeline
RAINIER FAMILY WEALTH INC3,000$245K0.3%13F-HRTimeline
Wealth Group Ltd2,997$244K0.07%new13F-HRTimeline
Rehmann Capital Advisory Group2,984$243K0.02%new13F-HRTimeline
BOKF, NAin group BOKF, NA2,938$243K<0.01%new13F-HRTimelineGroup
Sandy Spring Bank2,955$241K0.01%+1,99513F-HRTimeline
Strategies Wealth Advisors, LLC2,812$239K0.03%new13F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department2,927$239K0.08%13F-HRTimelineGroup
KMG FIDUCIARY PARTNERS, LLC2,918$238K0.02%new13F-HRTimeline
Sandbox Financial Partners, LLC2,914$238K0.08%new13F-HRTimeline
Prosperity Planning, Inc.2,900$237K0.08%new13F-HRTimeline
Veracity Capital LLC2,859$233K0.08%new13F-HRTimeline
Endowment Wealth Management, Inc.2,818$230K0.15%new13F-HRTimeline