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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
CLG LLC2,817$230K0.08%13F-HRTimeline
WEALTH EFFECTS LLC2,815$230K0.08%new13F-HRTimeline
Southern Style Financial, Inc.2,792$228K0.18%13F-HRTimeline
New Republic Capital, LLC2,770$226K0.15%new13F-HRTimeline
JUNCTURE WEALTH STRATEGIES, LLC2,769$226K0.08%new13F-HRTimeline
Visionary Wealth Advisors2,744$224K0.01%new13F-HRTimeline
Smith Anglin Financial, LLC2,708$221K0.02%new13F-HRTimeline
Cobblestone Asset Management LLC2,704$221K0.14%new13F-HRTimeline
Old Mission Investment Co LLC2,654$216K0.06%new13F-HRTimeline
Financial Perspectives, Inc2,652$216K0.07%+16513F-HRTimeline
Leo Wealth, LLC2,636$215K0.02%new13F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC2,624$214K0.01%new13F-HRTimeline
Buckley Wealth Management, LLC2,610$213K0.07%new13F-HRTimeline
IFG Advisors, LLC2,561$209K0.04%new13F-HRTimeline
Prime Capital Investment Advisors, LLC2,548$208K<0.01%new13F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC2,532$207K0.05%new13F-HRTimeline
Calamos Wealth Management LLCin group Calamos Advisors LLC2,500$204K0.01%new13F-HRTimelineGroup
Alan B Lancz & Associates, Inc.2,500$204K0.21%new13F-HRTimeline
Able Wealth Management LLC2,500$204K0.13%-7,63413F-HRTimeline
VISTA FINANCE, LLC2,485$203K0.21%new13F-HRTimeline
Broadway Wealth Solutions, Inc.2,458$201K0.15%13F-HRTimeline
MCF Advisors LLC2,450$200K0.01%+7713F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.2,435$199K0.06%-2513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,423$198K<0.01%-1,27513F-HR/ATimelineGroup
Geneos Wealth Management Inc.2,287$187K0.01%new13F-HRTimeline
Rosenberg Matthew Hamilton2,219$181K0.05%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…2,209$180K<0.01%+10913F-HRTimelineGroup
Beacon Capital Management, LLC2,069$169K0.02%+67513F-HRTimeline
Centerpoint Advisors, LLC2,026$165K0.06%+61013F-HRTimeline
Richard W. Paul & Associates, LLC1,909$156K0.06%+78013F-HRTimeline
Sugar Maple Asset Management, LLC1,905$155K0.12%new13F-HRTimeline
Plante Moran Financial Advisors, LLC1,853$151K0.01%+62613F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC1,780$145K<0.01%013F-HRTimeline
Silicon Valley Capital Partners1,750$143K0.02%new13F-HRTimeline
Pathway Financial Advisers, LLC1,622$132K0.04%+1,00013F-HRTimeline
Asset Dedication, LLC1,594$130K0.01%+39313F-HRTimeline
Park Square Financial Group, LLC1,453$119K0.08%13F-HRTimeline
Strategic Investment Solutions, Inc. /IL1,422$116K0.04%+9113F-HRTimeline
Tortoise Investment Management, LLC1,389$113K0.01%+613F-HR/ATimeline
UMB Bank, n.a.1,275$104K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Cornerstone Planning Group LLC1,160$103K0.03%+36013F-HRTimeline
Quest 10 Wealth Builders, Inc.1,242$101K0.1%13F-HRTimeline
Cape Investment Advisory, Inc.1,150$93.8K0.04%new13F-HRTimeline
North Ridge Wealth Advisors, Inc.1,129$92.1K0.06%new13F-HRTimeline
Citizens National Bank Trust Department1,100$89.7K0.02%new13F-HRTimeline
SIGNATUREFD, LLC1,083$88.4K<0.01%+1,04313F-HRTimeline
INVESTMENT COUNSEL CO OF NEVADA1,037$84.6K0.21%13F-HRTimeline
TEACHERS INSURANCE & ANNUITY ASSOCIATIO…in group TIAA935$76.3K0.1%013F-HRTimelineGroup
HANTZ FINANCIAL SERVICES, INC.880$72K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Synergy Asset Management, LLCin group Synergy Asset Management, LLC1,253$69.6K0.01%new13F-HRTimelineGroup
Atlantic Private Wealth, LLC823$67.1K0.05%013F-HRTimeline
Golden State Wealth Management, LLC779$63.6K0.01%13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…773$63.1K<0.01%-7013F-HRTimelineGroup
Hurley Capital, LLC670$57.6K0.05%13F-HRTimeline
Perkins Coie Trust Co680$55.5K0.01%new13F-HRTimeline
AllSquare Wealth Management LLC665$54.3K0.03%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB663$54.1K<0.01%+6313F-HRTimeline
Aspect Partners, LLC660$53.9K0.03%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO658$53.7K<0.01%+44513F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA651$53K<0.01%+54113F-HRTimelineGroup
Sound Income Strategies, LLC638$52K<0.01%+37413F-HRTimeline
Clarity Asset Management, Inc.624$50.9K0.03%new13F-HRTimeline
Stonehage Fleming Financial Services Ho…in group Stonehage Fleming Financial S…615$50.2K<0.01%+23713F-HRTimelineGroup
TRUST CO OF VERMONT600$48.9K<0.01%+19113F-HRTimeline
WR Wealth Planners, LLC593$48.4K0.02%013F-HRTimeline
CURIO WEALTH, LLC579$47.2K0.03%13F-HRTimeline
Hexagon Capital Partners LLC570$46.5K0.01%013F-HRTimeline
Cordant, Inc.559$45.6K0.02%013F-HRTimeline
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC552$45K0.02%new13F-HRTimeline
Financial Gravity Companies, Inc.in group Financial Gravity Companies, …512$41.8K0.01%013F-HRTimelineGroup
Canton Hathaway, LLC475$39K0.01%013F-HRTimeline
NFSG Corp450$36.7K0.01%new13F-HRTimeline
Bogart Wealth, LLC395$32.2K<0.01%new13F-HRTimeline
Principia Wealth Advisory, LLC383$31.2K0.03%13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC352$29K<0.01%013F-HRTimelineGroup
Financial Network Wealth Advisors LLC354$28.9K0.05%new13F-HRTimeline
Stephens Consulting, LLC323$26.4K0.01%+12313F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…316$25.8K0.01%+4413F-HRTimeline
Activest Wealth Management305$24.9K0.01%new13F-HRTimeline
Colonial Trust Advisorsin group Colonial Trust Advisors300$24.5K<0.01%new13F-HRTimelineGroup
Federation des caisses Desjardins du Qu…300$24.5K<0.01%+5013F-HRTimeline
Headlands Technologies LLC294$24K<0.01%-2,36413F-HRTimeline
Arax Advisory Partners292$23.8K<0.01%+10013F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC282$23K<0.01%new13F-HR/ATimeline
Physician Wealth Advisors, Inc.275$22.4K<0.01%new13F-HRTimeline
GROUP ONE TRADING LLC272$22.2K<0.01%new13F-HR/ATimeline
Parkside Financial Bank & Trust260$21.2K<0.01%new13F-HRTimeline
Finley Financial, LLC235$20.4K0.01%13F-HRTimeline
SJS Investment Consulting Inc.210$17.1K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…200$16.3K<0.01%new13F-HRTimeline
Clark Wealth Partners190$15.5K0.01%13F-HRTimeline
CAMPBELL CAPITAL MANAGEMENT INC175$14.3K0.01%new13F-HRTimeline
Clearstead Trust, LLC170$13.9K<0.01%013F-HRTimeline
New Millennium Group LLC161$13.1K0.01%-4713F-HRTimeline
FSC Wealth Advisors, LLC161$13.1K0.01%013F-HRTimeline
HighMark Wealth Management LLC160$13.1K0.01%013F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.158$12.9K0.01%13F-HRTimeline
Castleview Partners, LLC128$10.9K0.01%new13F-HR/ATimeline
Peoples Bank/KS130$10.6K0.01%013F-HRTimeline
Heritage Wealth Advisors130$10.6K<0.01%new13F-HRTimeline
Belvedere Trading LLC122$9.95K<0.01%new13F-HRTimeline
Spectrum Wealth Counsel, LLC121$9.87K<0.01%+1813F-HRTimeline
Nova Wealth Management, Inc.115$9.37K0.01%13F-HRTimeline
COUNTRY TRUST BANK114$9.3K<0.01%new13F-HRTimeline
Iron Horse Wealth Management, LLC100$8.16K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC92$7.5K<0.01%new13F-HRTimelineGroup
CKW FINANCIAL GROUP88$7K<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…85$6.93K<0.01%new13F-HRTimelineGroup
Avondale Wealth Management75$6.12K<0.01%-1,90513F-HRTimeline
Copia Wealth Management62$5.06K<0.01%13F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.54$4.41K<0.01%new13F-HRTimelineGroup
BIRCHBROOK, INC.40$3.26K<0.01%new13F-HRTimeline
Global Wealth Strategies & Associates39$3.18K<0.01%new13F-HRTimeline
Sachetta, LLC26$2.1K<0.01%new13F-HRTimeline
Caitlin John, LLC25$2.04K<0.01%new13F-HRTimeline
PrairieView Partners, LLC25$2K<0.01%+2013F-HRTimeline
Financial Freedom, LLC24$1.98K<0.01%013F-HRTimeline
Battery Global Advisors, LLC24$1.94K<0.01%013F-HRTimeline
Frazier Financial Advisors, LLC19$1.57K<0.01%+1613F-HRTimeline
SWAN Capital LLC15$1.22K<0.01%new13F-HRTimeline
Bellwether Advisors, LLC12$979<0.01%new13F-HRTimeline
WOLFF WIESE MAGANA LLC11$898<0.01%new13F-HRTimeline
Fourth Dimension Wealth, LLC10$816<0.01%13F-HRTimeline
CROWLEY WEALTH MANAGEMENT, INC.5$408<0.01%13F-HRTimeline
Koesten, Hirschmann & Crabtree, INC.3$245<0.01%new13F-HRTimeline
FMR LLCin group FMR LLC2$163<0.01%-3713F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1$82<0.01%013F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$73<0.01%013F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.