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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
GRIMES & Co WEALTH MANAGEMENT, LLC3,740$352K0.01%new13F-HRTimeline
NorthStar Asset Management LLC /NJ/3,720$350K0.18%013F-HRTimeline
RMR Capital Management, LLC3,659$344K0.25%013F-HRTimeline
Veracity Capital LLC3,604$339K0.12%-5313F-HRTimeline
Pine Valley Investments Ltd Liability Co3,533$332K0.02%+1513F-HRTimeline
GERBER, LLC3,508$330K0.23%013F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…3,500$329K0.01%013F-HRTimeline
Cape Investment Advisory, Inc.3,500$329K0.12%+2,35013F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC3,489$328K0.07%-313F-HRTimeline
COMMERCE BANKin group COMMERCE BANK3,471$326K<0.01%+56113F-HRTimelineGroup
EARNED WEALTH ADVISORS, LLC3,470$326K0.06%-15013F-HRTimeline
Baring Financial LLC3,464$326K0.24%+67213F-HRTimeline
Park Edge Advisors, LLC3,456$325K0.08%+7113F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…3,420$321K<0.01%-4,36713F-HR/ATimelineGroup
Hilltop Holdings Inc.in group Hilltop Holdings Inc.3,399$319K0.02%-22413F-HRTimelineGroup
New Republic Capital, LLC3,390$319K0.11%013F-HRTimeline
TOTAL INVESTMENT MANAGEMENT INC3,366$316K0.05%-77513F-HRTimeline
THOMPSON DAVIS & CO., INC.3,365$316K0.22%-10013F-HR/ATimeline
AlTi Global, Inc.in group AlTi Global, Inc.3,361$316K0.01%+2513F-HRTimelineGroup
TECTONIC ADVISORS LLCin group TECTONIC ADVISORS LLC3,338$314K0.02%-3,10613F-HRTimelineGroup
IFG Advisors, LLC3,326$313K0.05%+44013F-HRTimeline
Curran Financial Partners, LLC3,303$310K0.07%new13F-HRTimeline
J. Safra Sarasin Holding AGin group J. Safra Sarasin Holding AG3,312$309K0.01%new13F-HRTimelineGroup
Bridgewater Advisors Inc.3,002$308K0.02%new13F-HRTimeline
Federation des caisses Desjardins du Qu…3,270$307K<0.01%+10013F-HRTimeline
APPLETON PARTNERS INC/MA3,227$303K0.02%+40213F-HRTimeline
NAVELLIER & ASSOCIATES INC3,213$302K0.04%013F-HRTimeline
Stokes Family Office, LLC3,194$300K0.03%new13F-HRTimeline
Verdence Capital Advisors LLC3,183$299K0.02%new13F-HRTimeline
BEESE FULMER INVESTMENT MANAGEMENT, INC.3,180$299K0.02%new13F-HRTimeline
Gryphon Financial Partners LLC3,154$296K0.04%new13F-HRTimeline
Arkfeld Wealth Strategies, L.L.C.3,120$294K0.12%new13F-HRTimeline
BROGAN FINANCIAL, INC.3,122$293K0.13%+7313F-HRTimeline
YHB Investment Advisors, Inc.3,111$292K0.02%new13F-HRTimeline
Clare Market Investments LLC3,110$292K0.06%-45513F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC2,905$292K0.03%new13F-HRTimeline
ADAMSBROWN WEALTH CONSULTANTS LLC3,106$292K0.08%new13F-HRTimeline
Legacy Financial Advisors, Inc.3,105$292K0.05%new13F-HRTimeline
CFO4Life Group, LLC3,099$291K0.05%new13F-HRTimeline
GREENLEAF TRUST3,093$291K<0.01%new13F-HRTimeline
Kenora Financial, LLC3,083$290K0.11%new13F-HRTimeline
SlateStone Wealth, LLC3,068$288K0.03%new13F-HRTimeline
Kagan Cocozza Asset Management3,060$288K0.22%013F-HRTimeline
Sugar Maple Asset Management, LLC3,049$287K0.22%new13F-HRTimeline
Stiles Financial Services Inc3,034$285K0.1%new13F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC3,020$284K0.01%-5,89213F-HRTimelineGroup
Hobbs Group Advisors, LLC3,004$282K0.1%-413F-HRTimeline
Clarus Group, Inc.3,000$282K0.1%013F-HRTimeline
Crane Advisory, LLC2,685$277K0.05%new13F-HRTimeline
BOKF, NAin group BOKF, NA2,938$276K<0.01%013F-HRTimelineGroup
BankPlus Trust Departmentin group BankPlus Trust Department2,927$275K0.08%013F-HRTimelineGroup
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV2,922$275K0.09%013F-HRTimeline
Quantinno Capital Management LP2,865$269K<0.01%new13F-HRTimeline
Wealth Dimensions Group, Ltd.2,857$269K0.06%new13F-HRTimeline
Financial Perspectives, Inc2,848$268K0.08%013F-HRTimeline
SMI Advisory Services, LLC2,570$268K0.05%-1,30813F-HRTimeline
Strategies Wealth Advisors, LLC2,812$264K0.03%013F-HRTimeline
Midwest Trust Co2,781$261K<0.01%13F-HRTimeline
HB Wealth Management, LLC2,764$260K<0.01%new13F-HRTimeline
Alan B Lancz & Associates, Inc.2,750$258K0.26%new13F-HRTimeline
Visionary Wealth Advisors2,744$258K0.01%new13F-HRTimeline
Smith Anglin Financial, LLC2,708$255K0.02%new13F-HRTimeline
Cobblestone Asset Management LLC2,704$254K0.13%new13F-HRTimeline
Koshinski Asset Management, Inc.2,694$253K0.02%new13F-HRTimeline
Financial Engines Advisors L.L.C.2,675$251K<0.01%new13F-HRTimeline
Covenant Asset Management, LLC2,628$247K0.05%new13F-HRTimeline
Main Street Financial Solutions, LLC2,612$246K0.02%new13F-HRTimeline
Buckley Wealth Management, LLC2,610$245K0.07%new13F-HRTimeline
EPG Wealth Management LLC2,580$242K0.07%new13F-HRTimeline
Centerpoint Advisors, LLC2,574$242K0.08%-713F-HRTimeline
Regency Capital Management Inc.\DE2,560$241K0.13%new13F-HRTimeline
Omega Financial Group, LLC2,559$241K0.09%new13F-HRTimeline
MTM Investment Management, LLC2,559$241K0.08%-52513F-HRTimeline
Cutler Capital Management, LLC2,555$240K0.08%new13F-HRTimeline
LongView Wealth Management2,555$240K0.07%new13F-HRTimeline
Fairvoy Private Wealth, LLC2,545$239K0.06%new13F-HRTimeline
Plante Moran Financial Advisors, LLC2,521$237K0.02%+46813F-HRTimeline
Narus Financial Partners, LLC2,500$235K0.07%new13F-HRTimeline
Opal Wealth Advisors, LLC2,500$235K0.07%013F-HRTimeline
HOWE & RUSLING INC2,485$234K0.02%-39013F-HRTimeline
Dakota Wealth Management2,470$232K<0.01%new13F-HRTimeline
NICOLET ADVISORY SERVICES, LLCin group NICOLET BANKSHARES INC2,350$232K0.02%new13F-HRTimelineGroup
MARIPAU WEALTH MANAGEMENT LLC2,453$231K0.12%new13F-HRTimeline
Platform Technology Partners2,443$230K0.06%new13F-HRTimeline
TFB Advisors LLC2,418$227K0.06%-40013F-HRTimeline
Dynamic Advisor Solutions LLC2,418$227K0.01%new13F-HRTimeline
Strategic Blueprint, LLC2,403$226K0.01%new13F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.2,390$225K0.06%-4513F-HRTimeline
SENTINEL PENSION ADVISORS, LLC2,379$224K0.04%new13F-HRTimeline
Strategic Advocates LLC2,375$223K0.07%new13F-HRTimeline
Austin Wealth Management, LLC2,182$222K0.04%new13F-HRTimeline
Prasad Wealth Partners, LLC2,363$222K0.07%new13F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC2,361$222K<0.01%013F-HRTimeline
Helium Advisors LLC2,360$222K0.14%new13F-HRTimeline
Leo Wealth, LLC2,341$220K0.02%new13F-HRTimeline
WBH ADVISORY INC2,340$220K0.02%new13F-HRTimeline
Truvestments Capital LLC2,333$219K0.04%+1,72413F-HRTimeline
HENGEHOLD CAPITAL MANAGEMENT LLC2,311$217K0.02%new13F-HRTimeline
Keystone Wealth Services, LLC2,311$217K0.05%new13F-HRTimeline
Crescent Grove Advisors, LLC2,300$216K0.02%new13F-HRTimeline
Fermata Advisors, LLC2,283$215K0.06%new13F-HRTimeline
BSW Wealth Partners2,272$214K0.03%new13F-HRTimeline
SMITH CHAS P & ASSOCIATES PA CPASin group SMITH CHAS P & ASSOCIATES PA …2,270$213K0.01%new13F-HRTimelineGroup
NEUBERGER BERMAN GROUP LLCin group NEUBERGER BERMAN GROUP LLC2,270$213K<0.01%new13F-HR/ATimelineGroup
McMill Wealth Management2,227$209K0.07%-70113F-HRTimeline
Magnus Financial Group LLC2,220$209K0.02%new13F-HRTimeline
Rather & Kittrell, Inc.2,219$209K0.04%new13F-HRTimeline
Rosenberg Matthew Hamilton2,219$209K0.05%013F-HRTimeline
ELEVATUS WELATH MANAGEMENT2,217$208K0.07%new13F-HRTimeline
CAPITAL ADVISORS INC/OK2,211$208K<0.01%new13F-HRTimeline
Empower Advisory Group, LLC2,186$205K<0.01%-2,20213F-HRTimeline
Relyea Zuckerberg Hanson LLC2,141$201K0.02%new13F-HRTimeline
Asset Dedication, LLC2,130$200K0.01%+13113F-HRTimeline
Stone House Investment Management, LLC2,108$198K0.04%+27613F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp1,956$184K<0.01%new13F-HRTimelineGroup
Headlands Technologies LLC1,875$176K0.02%-7,08513F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,789$168K<0.01%-34613F-HR/ATimelineGroup
WHITTIER TRUST CO OF NEVADA INC1,780$167K<0.01%013F-HRTimeline
Silicon Valley Capital Partners1,750$164K0.02%013F-HRTimeline
Wilmington Savings Fund Society, FSB1,697$160K<0.01%+83113F-HRTimeline
Quest 10 Wealth Builders, Inc.1,646$155K0.15%+20113F-HRTimeline
Strategic Investment Solutions, Inc. /IL1,633$153K0.05%+10513F-HRTimeline
Hills Bank & Trust Coin group Hills Bank & Trust Co1,550$146K0.01%new13F-HRTimelineGroup
Icon Wealth Advisors, LLC1,518$143K0.01%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB1,483$139K<0.01%+5313F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC1,481$139K0.01%+95713F-HRTimeline
Tortoise Investment Management, LLC1,425$134K0.01%+1913F-HRTimeline
SIGNATUREFD, LLC1,379$130K<0.01%+16013F-HRTimeline
UMB Bank, n.a.1,275$120K<0.01%013F-HR/ATimeline
Citizens National Bank Trust Department1,230$116K0.02%+13013F-HRTimeline
Atlantic Private Wealth, LLC1,201$113K0.08%+37813F-HRTimeline
ORG Partners LLC1,084$99.7K0.02%-4213F-HRTimeline
INVESTMENT COUNSEL CO OF NEVADA1,037$97.5K0.2%013F-HRTimeline
Park Square Financial Group, LLC1,003$94.3K0.07%013F-HRTimeline
Family Legacy Financial Solutions, LLC1,000$94K0.08%13F-HRTimeline
Arax Advisory Partners292$93.6K<0.01%013F-HRTimeline
TEACHERS INSURANCE & ANNUITY ASSOCIATIO…in group TIAA935$87.9K0.11%013F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO926$87.1K<0.01%-1,92913F-HRTimelineGroup
North Ridge Wealth Advisors, Inc.851$80K0.05%-11913F-HRTimeline
Heritage Wealth Advisors817$76.7K<0.01%013F-HRTimeline
Golden State Wealth Management, LLC779$73.2K0.01%013F-HRTimeline
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC751$70.6K0.03%+14913F-HRTimeline
Steward Partners Investment Advisory, L…700$65.8K<0.01%-7513F-HRTimeline
Perkins Coie Trust Co680$63.9K0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC674$63K<0.01%+10913F-HRTimelineGroup
Hurley Capital, LLC670$63K0.04%013F-HRTimeline
Clarity Asset Management, Inc.666$62.6K0.04%013F-HRTimeline
AllSquare Wealth Management LLC665$62.5K0.04%013F-HRTimeline
Aspect Partners, LLC660$62.1K0.03%013F-HRTimeline
Canton Hathaway, LLC650$61K0.01%+2513F-HRTimeline
Cedar Wealth Management, LLC616$57.9K0.02%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…600$56.4K<0.01%013F-HRTimelineGroup
TRUST CO OF VERMONT600$56.4K<0.01%013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.589$55.4K<0.01%+18513F-HRTimelineGroup
CURIO WEALTH, LLC579$54.4K0.02%+57813F-HRTimeline
Cordant, Inc.562$52.8K0.03%+313F-HRTimeline
Richard W. Paul & Associates, LLC533$50.1K0.02%-29113F-HRTimeline
Sound Income Strategies, LLC507$47.7K<0.01%-51413F-HRTimeline
NFSG Corp504$47.4K0.01%013F-HRTimeline
Avondale Wealth Management478$45K0.03%+26113F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…448$42.1K<0.01%-34713F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.359$33.7K<0.01%+15913F-HRTimeline
Stephens Consulting, LLC350$32.9K0.01%+2713F-HRTimeline
Activest Wealth Management332$31.2K0.01%+2713F-HRTimeline
Briaud Financial Planning Inc294$27K0.01%new13F-HRTimeline
Physician Wealth Advisors, Inc.286$26.9K<0.01%+1113F-HRTimeline
New Millennium Group LLC274$25.8K0.01%-413F-HRTimeline
Painted Porch Advisors LLC272$25.6K0.01%013F-HRTimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…251$24K<0.01%new13F-HRTimelineGroup
Finley Financial, LLC235$22.1K0.01%013F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…231$21.8K0.01%013F-HRTimeline
Financial Network Wealth Advisors LLC229$21.5K0.03%013F-HRTimeline
SJS Investment Consulting Inc.210$19.7K<0.01%013F-HRTimeline
Iron Horse Wealth Management, LLC200$18.8K0.01%013F-HRTimeline
Caldwell Trust Co200$18.8K<0.01%new13F-HRTimeline
LANARK FINANCIAL, INC.185$17K<0.01%013F-HRTimeline
COUNTRY TRUST BANK174$16.4K<0.01%+2613F-HRTimeline
Clearstead Trust, LLC170$16K<0.01%013F-HRTimeline
Principia Wealth Advisory, LLC147$13.8K0.01%+12413F-HRTimeline
SOA Wealth Advisors, LLC.145$13.6K<0.01%new13F-HRTimeline
BIRCHBROOK, INC.130$12.2K0.01%013F-HRTimeline
HighMark Wealth Management LLC120$11.3K0.01%013F-HRTimeline
Sachetta, LLC116$10.9K<0.01%013F-HRTimeline
Nova Wealth Management, Inc.115$10.8K0.01%013F-HRTimeline
Garde Capital, Inc.90$8.46K<0.01%013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…89$8.37K<0.01%new13F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC88$8.27K<0.01%013F-HRTimelineGroup
Copia Wealth Management88$8.27K0.01%+6413F-HRTimeline
PrairieView Partners, LLC92$8K<0.01%+5213F-HRTimeline
CKW FINANCIAL GROUP88$8K<0.01%013F-HRTimeline
Glassman Wealth Services81$7.61K<0.01%013F-HRTimeline
CNB Bank68$6.39K<0.01%new13F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC61$6.37K<0.01%new13F-HRTimeline
Rossby Financial, LCC57$5.4K<0.01%013F-HRTimeline
Financial Freedom, LLC57$5.36K<0.01%-7813F-HRTimeline
FMR LLCin group FMR LLC57$5.35K<0.01%-3413F-HRTimelineGroup
GHP Investment Advisors, Inc.47$4.42K<0.01%+1413F-HRTimeline
Frazier Financial Advisors, LLC38$3.54K<0.01%013F-HRTimeline
VISION FINANCIAL MARKETS LLC35$3.29K<0.01%-3513F-HRTimeline
Geneos Wealth Management Inc.30$2.81K<0.01%-9,23013F-HRTimeline