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Disclosery

FBTC FIDELITY WISE ORIGIN BITCOIN

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SHS (fund), issuer CIK 1852317

534 managers (535 13F filers) reported a position in FBTC shares at 2025-03-31, 49,149,674 shares in all. 65 filers opened a position and 59 filers sold out during the quarter.

Managers
534
13F filers
535
New
65
Added
266
Reduced
105
Sold out
59
Shares held by filers
49,149,674

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
MTM Investment Management, LLC3,084$229K0.09%-52513F-HRTimeline
Federation des caisses Desjardins du Qu…3,170$228K<0.01%+2,87013F-HRTimeline
Kagan Cocozza Asset Management3,060$220K0.18%013F-HRTimeline
BROGAN FINANCIAL, INC.3,049$219K0.11%013F-HRTimeline
KPP Advisory Services LLC3,022$217K0.04%new13F-HRTimeline
Hobbs Group Advisors, LLC3,008$217K0.08%new13F-HRTimeline
Clarus Group, Inc.3,000$216K0.08%013F-HRTimeline
RAINIER FAMILY WEALTH INC3,000$216K0.25%013F-HRTimeline
Old Mission Investment Co LLC2,979$214K0.06%+32513F-HRTimeline
BOKF, NAin group BOKF, NA2,938$211K<0.01%013F-HRTimelineGroup
McMill Wealth Management2,928$211K0.08%new13F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department2,927$211K0.07%013F-HRTimelineGroup
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV2,922$210K0.08%new13F-HRTimeline
COMMERCE BANKin group COMMERCE BANK2,910$209K<0.01%-1,07013F-HRTimelineGroup
Prosperity Planning, Inc.2,900$209K0.07%013F-HRTimeline
IFG Advisors, LLC2,886$208K0.04%+32513F-HRTimeline
HOWE & RUSLING INC2,875$207K0.02%new13F-HRTimeline
Perigon Wealth Management, LLC2,860$206K0.01%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO2,855$206K<0.01%+2,19713F-HRTimelineGroup
Financial Perspectives, Inc2,848$205K0.07%+19613F-HRTimeline
Sunbelt Securities, Inc.2,832$204K0.02%-8,81913F-HRTimeline
APPLETON PARTNERS INC/MA2,825$203K0.02%new13F-HRTimeline
TFB Advisors LLC2,818$203K0.06%new13F-HRTimeline
Strategies Wealth Advisors, LLC2,812$202K0.02%013F-HRTimeline
Baring Financial LLC2,792$201K0.17%new13F-HRTimeline
Centerpoint Advisors, LLC2,581$186K0.07%+55513F-HRTimeline
Opal Wealth Advisors, LLC2,500$180K0.06%new13F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.2,435$175K0.05%013F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC2,361$170K<0.01%new13F-HRTimeline
Rosenberg Matthew Hamilton2,219$160K0.04%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA2,135$154K<0.01%+1,48413F-HR/ATimelineGroup
Plante Moran Financial Advisors, LLC2,053$148K0.01%+20013F-HRTimeline
Asset Dedication, LLC1,999$144K0.01%+40513F-HRTimeline
Sandy Spring Bank1,955$141K0.01%-1,00013F-HRTimeline
Presidio Capital Management, LLC1,900$137K0.06%new13F-HRTimeline
Stone House Investment Management, LLC1,832$132K0.03%new13F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC1,780$128K<0.01%013F-HRTimeline
Silicon Valley Capital Partners1,750$128K0.02%013F-HRTimeline
Strategic Investment Solutions, Inc. /IL1,528$110K0.03%+10613F-HRTimeline
Icon Wealth Advisors, LLC1,518$109K0.01%new13F-HRTimeline
MCF Advisors LLC1,459$105K0.01%-99113F-HRTimeline
Quest 10 Wealth Builders, Inc.1,445$104K0.11%+20313F-HRTimeline
MassMutual Private Wealth & Trust, FSB1,430$103K<0.01%+76713F-HRTimeline
Tortoise Investment Management, LLC1,406$101K0.01%+1713F-HR/ATimeline
UMB Bank, n.a.1,275$91.8K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
SIGNATUREFD, LLC1,219$87.7K<0.01%+13613F-HRTimeline
ORG Partners LLC1,126$83.5K0.02%-2,30713F-HRTimeline
Cape Investment Advisory, Inc.1,150$82.8K0.03%013F-HRTimeline
Citizens National Bank Trust Department1,100$79.2K0.02%013F-HRTimeline
INVESTMENT COUNSEL CO OF NEVADA1,037$74.6K0.17%013F-HRTimeline
Sound Income Strategies, LLC1,021$73.5K<0.01%+38313F-HRTimeline
Park Square Financial Group, LLC1,003$72.2K0.06%-45013F-HRTimeline
North Ridge Wealth Advisors, Inc.970$69.8K0.05%-15913F-HRTimeline
TEACHERS INSURANCE & ANNUITY ASSOCIATIO…in group TIAA935$67.3K0.09%013F-HRTimelineGroup
CAROLINAS WEALTH CONSULTING LLC900$64.8K0.01%-2,23413F-HRTimeline
Stonehage Fleming Financial Services Ho…in group Stonehage Fleming Financial S…868$62.5K<0.01%+25313F-HRTimelineGroup
Wilmington Savings Fund Society, FSB866$62.3K<0.01%new13F-HRTimeline
Richard W. Paul & Associates, LLC824$59.3K0.02%-1,08513F-HRTimeline
Atlantic Private Wealth, LLC823$59.2K0.04%013F-HRTimeline
Heritage Wealth Advisors817$58.8K<0.01%+68713F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…795$57.2K<0.01%+2213F-HRTimelineGroup
Golden State Wealth Management, LLC779$56.1K0.01%013F-HR/ATimeline
Steward Partners Investment Advisory, L…775$55.8K<0.01%+57513F-HRTimeline
Perkins Coie Trust Co680$48.9K0.01%013F-HRTimeline
Hurley Capital, LLC670$48.2K0.04%013F-HRTimeline
Clarity Asset Management, Inc.666$47.9K0.03%+4213F-HRTimeline
AllSquare Wealth Management LLC665$47.9K0.03%013F-HRTimeline
Aspect Partners, LLC660$47.5K0.03%013F-HRTimeline
Canton Hathaway, LLC625$45K0.01%+15013F-HRTimeline
Truvestments Capital LLC609$43.8K0.01%new13F-HRTimeline
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC602$43.3K0.02%+5013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…600$43.2K<0.01%-1,60913F-HRTimelineGroup
TRUST CO OF VERMONT600$43.2K<0.01%013F-HRTimeline
Hexagon Capital Partners LLC570$41K0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC565$41K<0.01%+21313F-HRTimelineGroup
Cordant, Inc.559$40.2K0.02%013F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC524$37.7K<0.01%+24213F-HRTimeline
NFSG Corp504$36.3K0.01%+5413F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.404$29.1K<0.01%+35013F-HRTimelineGroup
Stephens Consulting, LLC323$23.2K0.01%013F-HRTimeline
Activest Wealth Management305$22K0.01%013F-HRTimeline
Arax Advisory Partners292$21K<0.01%013F-HRTimeline
New Millennium Group LLC278$20K0.01%+11713F-HRTimeline
Physician Wealth Advisors, Inc.275$19.8K<0.01%013F-HRTimeline
Painted Porch Advisors LLC272$19.6K0.01%new13F-HRTimeline
Finley Financial, LLC235$19.6K0.01%013F-HRTimeline
Parkside Financial Bank & Trust260$18.7K<0.01%013F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…231$16.7K0.01%-8513F-HRTimeline
Financial Network Wealth Advisors LLC229$16.5K0.02%-12513F-HRTimeline
Avondale Wealth Management217$15.6K0.01%+14213F-HRTimeline
SJS Investment Consulting Inc.210$15.1K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.200$14.4K<0.01%new13F-HRTimeline
Iron Horse Wealth Management, LLC200$14.4K<0.01%+10013F-HRTimeline
LANARK FINANCIAL, INC.185$13K<0.01%new13F-HRTimeline
CAMPBELL CAPITAL MANAGEMENT INC175$12.6K0.01%013F-HRTimeline
Clearstead Trust, LLC170$12.2K<0.01%013F-HRTimeline
RICHARDS, MERRILL & PETERSON, INC.169$12.2K0.01%+1113F-HRTimeline
FSC Wealth Advisors, LLC161$11.6K0.01%013F-HRTimeline
COUNTRY TRUST BANK148$10.7K<0.01%+3413F-HR/ATimeline
Financial Freedom, LLC135$9.72K0.01%+11113F-HRTimeline
BIRCHBROOK, INC.130$9.36K0.01%+9013F-HRTimeline
Peoples Bank/KS130$9.36K0.01%013F-HRTimeline
Spectrum Wealth Counsel, LLC121$8.71K<0.01%013F-HRTimeline
HighMark Wealth Management LLC120$8.64K0.01%-4013F-HRTimeline
Sachetta, LLC116$8.32K<0.01%+9013F-HRTimeline
Nova Wealth Management, Inc.115$8.27K0.01%013F-HR/ATimeline
CKW FINANCIAL GROUP88$7K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC91$6.58K<0.01%+8913F-HRTimelineGroup
Garde Capital, Inc.90$6.48K<0.01%new13F-HRTimeline
Ruedi Wealth Management, Inc.89$6.41K<0.01%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC88$6.33K<0.01%-413F-HRTimelineGroup
Glassman Wealth Services81$5.83K<0.01%new13F-HRTimeline
VISION FINANCIAL MARKETS LLC70$5.04K0.01%new13F-HRTimeline
Rossby Financial, LCC57$4.79K<0.01%new13F-HRTimeline
Frazier Financial Advisors, LLC38$2.71K<0.01%+1913F-HRTimeline
GHP Investment Advisors, Inc.33$2.38K<0.01%new13F-HRTimeline
PrairieView Partners, LLC40$2K<0.01%+1513F-HRTimeline
Copia Wealth Management24$1.73K<0.01%-3813F-HRTimeline
Principia Wealth Advisory, LLC23$1.65K<0.01%-36013F-HRTimeline
Pandora Wealth, Inc.20$1.44K<0.01%13F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners17$1.25K<0.01%new13F-HRTimelineGroup
SWAN Capital LLC15$1.08K<0.01%013F-HRTimeline
Bellwether Advisors, LLC12$864<0.01%013F-HRTimeline
WOLFF WIESE MAGANA LLC11$792<0.01%013F-HRTimeline
TD Capital Management LLC10$720<0.01%new13F-HRTimeline
N.E.W. Advisory Services LLC10$720<0.01%new13F-HRTimeline
Fourth Dimension Wealth, LLC10$720<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN6$461<0.01%+513F-HRTimelineGroup
Koesten, Hirschmann & Crabtree, INC.3$216<0.01%013F-HRTimeline
Clark Wealth Partners3$216<0.01%-18713F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1$72<0.01%013F-HRTimelineGroup
TSFG, LLC4$00%new13F-HRTimelineValue filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
CURIO WEALTH, LLC1$47.2K-57813F-HRTimelineValue about 1,000 times the price other filers imply, kept as filed and left out of ratios.