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Disclosery

FBTC FIDELITY WISE ORIGIN BITCOIN

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SHS (fund), issuer CIK 1852317

623 managers (625 13F filers) reported a position in FBTC shares at 2025-06-30, 49,668,256 shares in all. 121 filers opened a position and 31 filers sold out during the quarter.

Managers
623
13F filers
625
New
121
Added
275
Reduced
125
Sold out
31
Shares held by filers
49,668,256

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Hubbell Strickland Wealth Management, L…14,857$1.4M0.62%+89013F-HRTimeline
Bedel Financial Consulting, Inc.14,736$1.39M0.19%+33313F-HRTimeline
WealthPlan Investment Management, LLC14,592$1.37M0.1%+2,04413F-HRTimeline
CONDOR CAPITAL MANAGEMENT14,533$1.37M0.12%-82213F-HRTimeline
Marietta Wealth Management, LLC14,470$1.36M0.18%013F-HRTimeline
Strata Wealth Advisors, LLC14,373$1.35M0.37%013F-HRTimeline
3EDGE Asset Management, LP14,306$1.34M0.08%+6,12613F-HRTimeline
Coston, McIsaac & Partners14,270$1.34M0.35%+313F-HRTimeline
AE Wealth Management LLC13,956$1.31M0.01%-1,06913F-HRTimeline
CHOREO, LLC13,607$1.28M0.02%+2,78813F-HRTimeline
Curi Capital, LLC13,548$1.27M0.02%new13F-HRTimeline
Benchmark Financial Wealth Advisors, LLC13,317$1.25M0.41%+3,74213F-HRTimeline
Aries Wealth Management13,262$1.25M0.33%+68013F-HRTimeline
GR FINANCIAL GROUP, LLC13,157$1.24M0.3%+4,44313F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…12,955$1.22M0.02%+1,23513F-HRTimelineGroup
Stonegate Investment Group, LLC12,822$1.21M0.03%+5,45013F-HRTimeline
Signal Advisors Wealth, LLC12,666$1.19M0.09%+5,94113F-HRTimeline
LBMC INVESTMENT ADVISORS, LLC12,655$1.19M0.08%+4,91013F-HRTimeline
EVOKE WEALTH, LLC12,546$1.18M0.03%+41713F-HRTimeline
SkyView Investment Advisors, LLC12,500$1.18M0.17%+2,50013F-HRTimeline
NTV Asset Management LLC12,500$1.17M0.14%013F-HRTimeline
INSPIRION WEALTH ADVISORS, LLC12,499$1.17M0.16%-1,47513F-HRTimeline
Synergy Financial Group, LTD12,496$1.17M0.86%+9213F-HRTimeline
Pure Financial Advisors, LLC12,210$1.15M0.02%+5313F-HRTimeline
Belpointe Asset Management LLC12,173$1.14M0.05%+66713F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC12,121$1.14M<0.01%-3,14513F-HRTimelineGroup
M. Kulyk & Associates, LLC11,886$1.12M0.24%+96713F-HRTimeline
RAHLFS CAPITAL, LLC11,860$1.11M1.02%+32013F-HRTimeline
Principle Wealth Partners LLC11,823$1.11M0.07%+2,17213F-HRTimeline
LaSalle St. Investment Advisors, LLC11,827$1.11M0.3%-1,19413F-HRTimeline
JB Capital LLC11,656$1.1M0.05%+26013F-HRTimeline
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC11,539$1.08M0.74%+1,36113F-HRTimeline
Samalin Investment Counsel, LLC11,516$1.08M0.42%-10613F-HRTimeline
L.M. KOHN & COMPANY11,470$1.08M0.29%+3,22513F-HRTimeline
TCW GROUP INCin group TCW GROUP INC11,423$1.07M0.01%013F-HRTimelineGroup
Canvas Wealth Advisors, LLC10,281$1.06M0.21%+1,77313F-HRTimeline
ROMAN BUTLER FULLERTON & CO10,254$1.05M0.31%+71213F-HRTimeline
Verus Financial Partners, Inc.10,447$1.02M0.1%013F-HRTimeline
SWEENEY & MICHEL, LLC9,853$1.02M0.36%+6013F-HRTimeline
Secure Asset Management, LLC10,682$1M0.19%-13,32013F-HRTimeline
Wealth Quarterback LLC10,506$987K0.47%+1,66013F-HRTimeline
Timber Creek Capital Management LLC9,901$982K0.25%+1,12313F-HRTimeline
CAPTRUST FINANCIAL ADVISORS10,376$975K<0.01%-28113F-HRTimeline
Parkside Financial Bank & Trust10,271$965K0.1%+10,01113F-HRTimeline
Delta Investment Management, LLC10,245$963K0.19%+1,29713F-HRTimeline
JSF Financial, LLC10,148$954K0.23%+2213F-HRTimeline
Sunbelt Securities, Inc.11,651$950K0.08%+8,81913F-HRTimeline
REGATTA CAPITAL GROUP, LLC10,106$950K0.16%+66313F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC9,730$929K0.17%new13F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC9,875$928K0.07%+44413F-HRTimeline
Northeast Financial Consultants Inc9,874$928K0.04%new13F-HRTimeline
ACCESS FINANCIAL SERVICES, INC.9,833$924K0.35%+23313F-HRTimeline
Falcon Wealth Planning9,832$924K0.09%+33913F-HRTimeline
Parallel Advisors, LLC9,817$923K0.02%+55713F-HRTimeline
Allworth Financial LP9,750$916K<0.01%-45313F-HRTimeline
VESTOR CAPITAL, LLC2,346$913K0.07%-5,57313F-HRTimeline
Westover Capital Advisors, LLC9,535$896K0.18%-6013F-HRTimeline
Clear Creek Financial Management, LLC9,464$890K0.08%+3,23913F-HRTimeline
MAI Capital Management9,458$889K0.01%+20613F-HRTimeline
AdvisorNet Financial, Inc9,407$884K0.06%+1,43113F-HRTimeline
Prosperity Planning, Inc.9,300$874K0.25%+6,40013F-HRTimeline
Ethos Financial Group, LLC9,135$859K0.07%+3,54013F-HRTimeline
RFG Advisory, LLC9,045$850K0.02%+3,42913F-HRTimeline
Waverly Advisors, LLC8,997$846K0.01%+3,38513F-HRTimeline
Harber Asset Management LLC8,970$843K0.27%new13F-HRTimeline
GWN SECURITIES INC.8,956$842K0.16%+52113F-HRTimeline
Sequoia Financial Advisors, LLC8,940$840K0.01%+2,38013F-HRTimeline
Capital Investment Advisors, LLC8,817$829K0.01%+70313F-HR/ATimeline
BRIGHTON JONES LLC8,813$828K0.02%+2,41913F-HRTimeline
U.S. Capital Wealth Advisors, LLC8,780$825K0.02%+213F-HRTimeline
Upper Left Wealth Management, LLC8,705$818K0.55%-67013F-HRTimeline
DUDLEY CAPITAL MANAGEMENT, LLC8,478$797K0.4%+3,34613F-HRTimeline
Associated Banc-Corpin group Associated Banc-Corp8,227$773K0.02%+28513F-HRTimelineGroup
TWO SIGMA SECURITIES, LLC8,173$768K0.09%+3,22913F-HRTimeline
Peloton Wealth Strategists8,167$768K0.31%+85013F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC8,109$762K0.22%+1,72513F-HRTimeline
EQUITABLE TRUST CO8,051$757K0.04%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC8,000$752K0.05%013F-HRTimeline
MATAURO, LLC7,911$744K0.14%+54313F-HRTimeline
Vantage Financial Partners, LLC7,847$738K0.17%+89713F-HRTimeline
WESBANCO BANK INC7,840$737K0.02%+4213F-HRTimeline
Larson Financial Group LLC7,747$728K0.03%+30413F-HRTimeline
Stratos Wealth Advisors, LLCin group Stratos Wealth Partners, LTD.7,720$726K0.04%-20,63013F-HRTimelineGroup
Running Point Capital Advisors, LLC7,664$720K0.2%+3013F-HRTimeline
Wedmont Private Capital7,349$718K0.03%+1,30013F-HRTimeline
Demars Financial Group, LLC7,478$703K0.27%new13F-HRTimeline
Chicago Partners Investment Group LLC6,721$695K0.02%-1713F-HRTimeline
Willis Johnson & Associates, Inc.7,350$691K0.05%+2113F-HRTimeline
OneDigital Investment Advisors LLC7,232$680K0.01%+37713F-HRTimeline
CW Advisors, LLC7,147$672K0.01%+1,97813F-HRTimeline
Intellectus Partners, LLC7,100$667K0.14%+1,05013F-HRTimeline
CLG LLC7,044$662K0.21%+3,02313F-HRTimeline
SYMMETRY PEAK MANAGEMENT LLC7,020$660K7.48%new13F-HRTimeline
SteelPeak Wealth, LLC7,000$658K0.03%013F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC6,954$654K0.06%+61913F-HRTimeline
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT,…6,950$653K0.03%013F-HRTimeline
Wealthspire Advisors, LLC6,912$650K<0.01%+9513F-HRTimeline
Tradition Wealth Management, LLC6,872$646K0.05%-7,10013F-HRTimeline
Waldron Private Wealth LLC6,820$641K0.03%+1,19013F-HRTimeline
EVERETT HARRIS & CO /CA/6,783$638K0.01%-2,21213F-HRTimeline
THOROUGHBRED FINANCIAL SERVICES, LLC6,705$630K0.04%+37413F-HRTimeline
Diligent Investors, LLC6,694$629K0.15%-2,12513F-HRTimeline
Rehmann Capital Advisory Group6,669$627K0.04%+1,33013F-HRTimeline
Summit Trail Advisors, LLC6,564$617K0.01%new13F-HRTimeline
Sandbox Financial Partners, LLC6,527$613K0.19%-35913F-HRTimeline
KFG WEALTH MANAGEMENT, LLC6,524$613K0.1%+1,14613F-HRTimeline
Proficio Capital Partners LLC6,452$606K0.04%+1,53113F-HRTimeline
Walleye Trading LLCin group Walleye Capital LLC6,450$606K0.01%new13F-HRTimelineGroup
Betterment LLC6,415$603K<0.01%-1,81013F-HRTimeline
Werba Rubin Papier Wealth Management6,315$594K0.11%-2,01913F-HRTimeline
Redhawk Wealth Advisors, Inc.6,240$586K0.07%+6313F-HRTimeline
FineMark National Bank & Trust6,219$585K0.02%+36813F-HRTimeline
Moors & Cabot, Inc.6,218$584K0.03%-38113F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…6,147$578K<0.01%+18013F-HRTimelineGroup
VISTA FINANCE, LLC6,131$576K0.5%+2,68013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.6,087$572K<0.01%+1,33813F-HR/ATimelineGroup
Guidance Point Advisors, LLC6,079$571K0.15%+86713F-HRTimeline
EAGLE GLOBAL ADVISORS LLC6,050$569K0.02%013F-HRTimeline
J.W. COLE ADVISORS, INC.6,012$565K0.01%+60513F-HRTimeline
WHITTIER TRUST CO6,000$564K0.01%013F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …5,898$554K0.04%+1,46913F-HR/ATimeline
MGO ONE SEVEN LLC5,844$549K0.02%-68013F-HRTimeline
CENTRAL TRUST Co5,839$549K0.01%+11713F-HRTimeline
Strategic Wealth Partners, Ltd.5,804$546K0.04%13F-HRTimeline
Chicago Capital, LLC5,719$538K0.01%+41013F-HRTimeline
HORIZON KINETICS ASSET MANAGEMENT LLC5,681$534K0.01%-11013F-HRTimeline
Vantage Point Financial LLC5,659$532K0.23%new13F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC5,653$531K0.01%013F-HRTimeline
WEALTH ALLIANCE, LLC5,629$529K0.06%013F-HRTimeline
Advyzon Investment Management, LLC5,604$527K0.12%-5,79513F-HRTimeline
IFP Advisors, Inc5,599$526K0.01%-79513F-HRTimeline
Wealth Group Ltd5,538$521K0.13%-2,51513F-HRTimeline
WOLVERINE TRADING, LLC5,551$518K0.01%new13F-HRTimeline
Sage Mountain Advisors LLC5,503$517K0.03%013F-HRTimeline
Robinswood Financial LLC5,486$516K0.18%013F-HRTimeline
Trek Financial, LLC5,480$515K0.03%-1,70813F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…5,375$505K0.07%+1,85713F-HRTimeline
VICUS CAPITAL5,350$503K0.04%new13F-HRTimeline
CARDIFF PARK ADVISORS, LLC5,325$501K0.04%013F-HRTimeline
Wealth Preservation Advisors, LLC5,236$492K0.3%013F-HRTimeline
AMG National Trust Bank5,205$489K0.01%013F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC5,167$486K0.04%+45413F-HRTimeline
Smallwood Wealth Investment Management,…5,146$484K0.28%013F-HRTimeline
IVC Wealth Advisors LLC5,057$475K0.23%+5513F-HRTimeline
Meridian Wealth Advisors, LLC5,000$470K0.07%new13F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …4,945$465K0.03%new13F-HRTimelineGroup
WEALTH EFFECTS LLC4,910$461K0.17%+2513F-HRTimeline
Clientfirst Wealth Management, LLC4,888$459K0.47%+8013F-HRTimeline
Kiker Wealth Management, LLC4,839$455K0.26%+16613F-HRTimeline
INSTRUMENTAL WEALTH, LLC4,395$447K0.36%+12513F-HRTimeline
Cascade Financial Partners, LLC4,744$446K0.05%-63813F-HRTimeline
Schneider Downs Wealth Management Advis…4,712$443K0.07%new13F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT4,708$443K0.01%+43013F-HRTimeline
Endowment Wealth Management, Inc.4,700$442K0.23%+1,48413F-HRTimeline
Five Pine Wealth Management4,657$438K0.32%+40713F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC4,629$435K<0.01%+29313F-HRTimelineGroup
Savant Capital, LLCin group Savant Capital, LLC4,606$433K<0.01%-93413F-HR/ATimelineGroup
Perigon Wealth Management, LLC4,590$431K0.01%+1,73013F-HRTimeline
National Wealth Management Group, LLC4,569$429K0.24%+24413F-HRTimeline
Ausdal Financial Partners, Inc.4,523$425K0.03%new13F-HRTimeline
Prime Capital Investment Advisors, LLC4,516$424K0.01%+32113F-HRTimeline
Gitterman Wealth Management, LLC4,511$424K0.1%+20513F-HRTimeline
Old Mission Investment Co LLC4,504$423K0.12%+1,52513F-HRTimeline
KKM Financial LLC4,500$423K0.15%013F-HRTimeline
Geneva Partners, LLC4,499$423K0.17%+12813F-HRTimeline
Atria Investments, Inc4,481$421K<0.01%+98013F-HRTimeline
Drucker Wealth 3.0, LLC4,269$417K0.08%-14313F-HRTimeline
McAdam, LLC4,404$414K0.02%+7813F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC4,389$413K0.08%-53013F-HRTimeline
Beacon Capital Management, LLC4,315$406K0.05%+18713F-HRTimeline
Strait & Sound Wealth Management LLC4,310$405K0.17%013F-HRTimeline
Exchange Capital Management, Inc.4,300$404K0.06%013F-HRTimeline
GREENBERG FINANCIAL GROUP7,909$404K0.15%+66813F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC4,285$403K0.03%+25013F-HRTimeline
Valmark Advisers, Inc.4,277$402K0.01%new13F-HRTimeline
Impact Partnership Wealth, LLC4,255$400K0.07%+15013F-HRTimeline
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …4,230$398K0.01%013F-HRTimelineGroup
TITLEIST ASSET MANAGEMENT, LLC4,229$398K0.04%+1213F-HRTimeline
Robertson Stephens Wealth Management, L…4,196$394K0.01%-54013F-HRTimeline
Claro Advisors Inc.4,186$393K0.06%+52013F-HRTimeline
MCF Advisors LLC4,062$382K0.03%+2,60313F-HRTimeline
Ellis Investment Partners, LLC4,040$380K0.07%-35813F-HRTimeline
World Investment Advisors4,037$379K0.01%-8013F-HRTimeline
Riggs Asset Managment Co. Inc.4,023$378K0.09%new13F-HRTimeline
WADDELL & ASSOCIATES, LLC4,022$378K0.04%013F-HRTimeline
MONECO ADVISORS, LLC4,022$378K0.04%+11813F-HRTimeline
SIMON QUICK ADVISORS, LLC3,939$370K0.02%013F-HR/ATimeline
SCOTIA CAPITAL INC.3,908$367K<0.01%-60413F-HRTimeline
Tamar Securities, LLC3,907$367K0.04%-31613F-HRTimeline
GROUP ONE TRADING LLC3,891$366K0.01%new13F-HRTimeline
Anson Capital, Inc.3,854$362K0.29%+40013F-HRTimeline
CENTAURUS FINANCIAL, INC.3,854$362K0.02%013F-HRTimeline
Invesco Ltd.in group Invesco Ltd.3,851$362K<0.01%-44713F-HRTimelineGroup
Forvis Mazars Wealth Advisors, LLC3,849$362K0.01%-34013F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources3,839$361K<0.01%+44913F-HRTimelineGroup
OAKWORTH CAPITAL, INC.3,836$361K0.02%013F-HRTimeline
Sandy Cove Advisors, LLC3,808$358K0.13%-25713F-HRTimeline
Arkadios Wealth Advisors3,801$357K0.01%new13F-HRTimeline
Archer Investment Corp3,797$357K0.09%+2213F-HRTimeline
Crestwood Advisors Group, LLC3,782$355K0.01%-3513F-HRTimeline