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Disclosery

FBTC FIDELITY WISE ORIGIN BITCOIN

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SHS (fund), issuer CIK 1852317

646 managers (648 13F filers) reported a position in FBTC shares at 2026-03-31, 35,442,778 shares in all. 72 filers opened a position and 97 filers sold out during the quarter.

Managers
646
13F filers
648
New
72
Added
294
Reduced
146
Sold out
97
Shares held by filers
35,442,778

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Wiser Wealth Management, Inc5,661$334K0.07%new13F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…5,603$331K<0.01%-2,62613F-HRTimelineGroup
AlphaCore Capital LLC5,595$330K0.01%+1,18213F-HRTimeline
Chicago Partners Investment Group LLC4,799$330K0.01%-52813F-HRTimeline
Headlands Technologies LLC5,573$329K0.04%new13F-HRTimeline
Caprock Group, LLC5,566$329K0.01%+66413F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC5,548$327K<0.01%+11013F-HRTimelineGroup
Sandy Cove Advisors, LLC5,520$326K0.1%013F-HRTimeline
Clarus Group, Inc.5,500$325K0.12%013F-HRTimeline
Robinswood Financial LLC5,486$324K0.1%013F-HR/ATimeline
Sage Mountain Advisors LLC5,481$324K0.02%013F-HRTimeline
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …5,450$322K<0.01%013F-HRTimelineGroup
Stokes Family Office, LLC5,442$321K0.03%-22013F-HRTimeline
TRANSCEND CAPITAL ADVISORS, LLC5,428$320K0.03%-63713F-HRTimeline
StoryOne LLC0$319K0.18%013F-HRTimelineAmount filed as zero, left out of ratios.
Avestar Capital, LLC5,411$319K0.02%-30013F-HRTimeline
NTV Asset Management LLC5,400$319K0.04%-7,50013F-HRTimeline
Gryphon Financial Partners LLC5,380$318K0.03%+24713F-HRTimeline
McAdam, LLC5,373$317K0.01%+29713F-HRTimeline
Smartleaf Asset Management LLC5,470$317K0.01%-33813F-HRTimeline
Truvestments Capital LLC5,316$314K0.06%-83913F-HRTimeline
VESTOR CAPITAL, LLC5,297$313K0.02%-3,26213F-HRTimeline
Sowell Financial Services LLC5,274$311K0.01%+52513F-HRTimeline
Marble Wealth, LLC5,224$308K0.05%-14,24213F-HRTimeline
AMG National Trust Bank5,205$307K0.01%013F-HRTimeline
Chicago Capital, LLC5,109$302K0.01%-1,99813F-HRTimeline
COMPASS CAPITAL CORP /MA/ /ADV4,335$301K0.11%new13F-HRTimeline
Shade Tree Advisors LLC5,100$301K0.22%+1,74313F-HRTimeline
IVC Wealth Advisors LLC5,057$299K0.13%013F-HRTimeline
PFG Investments, LLC4,995$295K0.01%new13F-HRTimeline
BIP Wealth, LLC4,970$293K0.01%+39313F-HRTimeline
RITHOLTZ WEALTH MANAGEMENT4,946$292K0.01%+26813F-HRTimeline
Smallwood Wealth Investment Management,…4,946$292K0.15%-10013F-HRTimeline
Advyzon Investment Management, LLC4,937$291K0.03%-19213F-HRTimeline
Leo Wealth, LLC4,929$291K0.02%+1,94813F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC4,916$290K0.02%013F-HRTimeline
Intentional Wealth Strategies, LLC4,908$290K0.27%13F-HRTimeline
APPLETON PARTNERS INC/MA4,869$287K0.02%+33513F-HRTimeline
EdgeRock Capital LLC4,854$287K0.08%+21313F-HRTimeline
TECTONIC ADVISORS LLCin group TECTONIC ADVISORS LLC4,846$286K0.02%+4413F-HRTimelineGroup
Wilmington Savings Fund Society, FSB4,831$285K0.01%+33413F-HRTimeline
Rather & Kittrell, Inc.4,799$283K0.04%+55313F-HRTimeline
Principia Wealth Advisory, LLC4,789$283K0.16%+4,27113F-HRTimeline
Cooper Financial Group4,781$282K0.03%new13F-HRTimeline
BECKER CAPITAL MANAGEMENT INC4,780$282K0.01%013F-HRTimeline
SlateStone Wealth, LLC4,768$281K0.02%013F-HRTimeline
IFG Advisors, LLC4,728$279K0.05%+20513F-HRTimeline
Schneider Downs Wealth Management Advis…4,712$278K0.03%013F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …4,705$278K<0.01%+1,53113F-HRTimelineGroup
Cedarwood Wealth LLC4,686$277K0.28%new13F-HRTimeline
SYON CAPITAL LLC4,671$276K0.01%-41,62013F-HRTimeline
RPg Family Wealth Advisory, LLC4,669$276K0.06%+1113F-HRTimeline
Spartan Wealth Advisory Services LLC4,664$275K0.02%13F-HRTimeline
Stone House Investment Management, LLC4,663$275K0.05%+1,85113F-HRTimeline
Magnolia Private Wealth, LLC4,617$273K0.18%new13F-HRTimeline
Wealth Management Nebraskain group Wealth Management Nebraska4,585$271K0.03%+1,08013F-HRTimelineGroup
SIMON QUICK ADVISORS, LLC4,579$270K0.01%013F-HRTimeline
SCOTIA CAPITAL INC.4,545$268K<0.01%-1,39013F-HRTimeline
BridgePort Financial Solutions, LLC4,527$267K0.08%+39413F-HRTimeline
Trek Financial, LLC4,504$266K0.01%-3113F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC4,494$265K0.01%013F-HRTimeline
ADAMSBROWN WEALTH CONSULTANTS LLC4,473$264K0.07%-11613F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…4,362$257K<0.01%-1,15613F-HRTimelineGroup
Shepherd Street Advisors LLC4,343$256K0.25%+1,33613F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC4,337$256K0.01%013F-HRTimeline
Avidian Wealth Enterprises, LLC4,331$256K0.01%-1,23613F-HRTimeline
Curran Financial Partners, LLC4,303$254K0.05%+6513F-HRTimeline
Advisory Alpha, LLC4,300$254K0.01%new13F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC4,296$254K0.04%-1,04513F-HRTimeline
Mill Creek Capital Advisors, LLC4,283$253K0.01%new13F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC4,282$253K0.02%013F-HRTimeline
Markin Asset Management, LPin group Markin Asset Management, LP4,275$252K0.28%+6013F-HRTimelineGroup
SENTINEL PENSION ADVISORS, LLC4,273$252K0.04%+57713F-HRTimeline
Aspiring Ventures, LLC4,265$252K0.08%new13F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …4,225$249K0.01%-98213F-HRTimeline
Arkadios Wealth Advisors4,214$249K<0.01%+1,81613F-HRTimeline
Werba Rubin Papier Wealth Management4,194$248K0.03%-3,32113F-HRTimeline
Avondale Wealth Management4,166$246K0.12%new13F-HRTimeline
WHITTIER TRUST CO4,000$243K<0.01%013F-HRTimeline
HB Wealth Management, LLC4,100$242K<0.01%+63413F-HRTimeline
Stiles Financial Services Inc4,034$238K0.07%013F-HRTimeline
Triad Wealth Partners, LLC4,034$238K0.02%+1,39613F-HRTimeline
CENTAURUS FINANCIAL, INC.4,025$238K0.01%013F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.4,016$237K0.01%-9,11613F-HRTimelineGroup
HBK Sorce Advisory LLC3,393$237K<0.01%new13F-HRTimeline
Federation des caisses Desjardins du Qu…4,001$236K<0.01%+1,03113F-HRTimeline
Heck Capital Advisors, LLC3,944$233K0.02%-241,12313F-HRTimeline
Crane Advisory, LLC3,540$232K0.03%+31713F-HRTimeline
Old Mission Investment Co LLC3,918$231K0.05%-1,52613F-HRTimeline
Kastel Capital Advisors, LLC3,015$230K0.14%013F-HRTimeline
6th Street Advisors, LLC3,889$230K0.14%13F-HRTimeline
GROUP ONE TRADING LLC3,880$229K0.01%new13F-HRTimeline
Clearwave Capital, LLC3,864$228K0.16%-9913F-HRTimeline
Sunbelt Securities, Inc.3,861$228K0.01%-1,78313F-HRTimeline
OAKWORTH CAPITAL, INC.3,836$226K0.01%013F-HRTimeline
Redwood Investment Management, LLCin group Redwood Investment Management…3,821$226K0.03%+39413F-HR/ATimelineGroup
NorthStar Asset Management LLC /NJ/3,720$220K0.11%013F-HRTimeline
RMR Capital Management, LLC3,709$219K0.16%013F-HRTimeline
Global Financial Private Client, LLC3,702$219K0.07%new13F-HRTimeline
YHB Investment Advisors, Inc.3,697$218K0.02%+12213F-HRTimeline
Financial Perspectives, Inc3,637$215K0.06%013F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…3,608$213K<0.01%+14213F-HRTimelineGroup
GERBER, LLC3,606$213K0.12%+2513F-HRTimeline
Visionary Wealth Advisors3,586$212K0.01%-1413F-HRTimeline
Capstone Financial Advisors, Inc.3,572$211K0.01%+60213F-HRTimeline
Modern Wealth Management, LLC3,537$210K<0.01%new13F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC3,535$209K<0.01%+42213F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…3,522$208K0.03%-37213F-HRTimeline
AA Financial Advisors, LLC3,514$207K0.03%new13F-HRTimeline
Strait & Sound Wealth Management LLC3,510$207K0.08%013F-HRTimeline
BEACON INVESTMENT ADVISORY SERVICES, IN…3,500$207K0.01%013F-HRTimeline
Arkfeld Wealth Strategies, L.L.C.3,120$204K0.06%013F-HRTimeline
Balance Wealth Partners LLC3,449$204K0.06%new13F-HRTimeline
Noble Wealth Management PBC3,445$203K0.1%+1,36013F-HRTimeline
RS CRUM INC.3,400$201K0.04%new13F-HRTimeline
Clare Market Investments LLC3,400$201K0.04%13F-HRTimeline
New Republic Capital, LLC3,390$200K0.07%013F-HRTimeline
KKM Financial LLC2,625$200K0.04%013F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp3,085$182K<0.01%+4213F-HRTimelineGroup
BOKF, NAin group BOKF, NA2,938$173K<0.01%013F-HRTimelineGroup
BankPlus Trust Departmentin group BankPlus Trust Department2,927$173K0.05%013F-HRTimelineGroup
Quest 10 Wealth Builders, Inc.2,744$162K0.14%-16613F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.2,390$141K0.04%-2513F-HRTimeline
CKW FINANCIAL GROUP2,135$127K0.01%+1,93313F-HRTimeline
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU…2,150$127K0.04%+86013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
United Financial Planning Group LLC1,995$118K0.07%-7913F-HRTimeline
Strategic Investment Solutions, Inc. /IL1,864$110K0.03%+3413F-HRTimeline
UMB Bank, n.a.1,857$110K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
WHITTIER TRUST CO OF NEVADA INC1,780$108K<0.01%013F-HRTimeline
Arax Advisory Partners1,808$107K<0.01%-1,60813F-HRTimeline
Silicon Valley Capital Partners1,790$106K0.01%-16513F-HRTimeline
Hilton Head Capital Partners, LLC1,718$101K0.06%013F-HRTimeline
Strategic Advocates LLC1,591$93.9K0.42%-76513F-HRTimeline
Heritage Wealth Advisors1,586$93.6K<0.01%+75613F-HRTimeline
Connective Capital Management, LLC1,556$91.9K0.08%-2,40413F-HRTimeline
Plante Moran Financial Advisors, LLC1,497$88.4K0.01%013F-HRTimeline
MassMutual Private Wealth & Trust, FSB1,483$87.5K<0.01%013F-HRTimeline
Lodestone Wealth Management LLC1,456$85.9K0.03%-61613F-HR/ATimeline
SIGNATUREFD, LLC1,445$85.3K<0.01%+1013F-HRTimeline
INVESTMENT COUNSEL CO OF NEVADA1,272$75.1K0.17%013F-HRTimeline
Root Financial Partners, LLC1,254$74K<0.01%-76613F-HRTimeline
Atlantic Private Wealth, LLC1,201$70.9K0.05%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…1,199$70.8K0.03%+31213F-HRTimeline
Richard W. Paul & Associates, LLC1,199$70.8K0.02%+66613F-HRTimeline
Basepoint Wealth LLC1,190$70.2K0.04%-2213F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/1,090$64.3K<0.01%+32413F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC1,034$61K<0.01%013F-HRTimelineGroup
Merkkuri Wealth Advisors LLC1,032$60.9K0.04%new13F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…1,002$59.1K<0.01%new13F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA979$58K<0.01%+54013F-HRTimelineGroup
POM Investment Strategies, LLC975$57.6K0.07%+95313F-HRTimeline
TEACHERS INSURANCE & ANNUITY ASSOCIATIO…in group TIAA935$55.2K0.07%013F-HRTimelineGroup
Geneos Wealth Management Inc.915$54K<0.01%+88513F-HRTimeline
Turim 21 Investimentos Ltda.877$51.8K0.01%013F-HRTimeline
SOUTHERN MICHIGAN BANK & TRUST817$48.2K0.02%13F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…815$48.1K<0.01%+71013F-HRTimelineGroup
Aspect Partners, LLC810$47.8K0.02%013F-HRTimeline
Go Invest LLC797$47K0.01%+13013F-HRTimeline
Asset Planning,Inc750$44.3K0.03%013F-HRTimeline
Canton Hathaway, LLC725$42.8K0.01%+1013F-HRTimeline
CURIO WEALTH, LLC709$41.9K0.01%+13013F-HRTimeline
HARBOUR INVESTMENTS, INC.686$40.5K<0.01%+52713F-HRTimeline
Golden State Wealth Management, LLC685$40.4K<0.01%-9413F-HRTimeline
Perkins Coie Trust Co680$40.1K0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.672$39.7K0.01%+2613F-HRTimeline
Hurley Capital, LLC670$39.5K0.02%013F-HRTimeline
Coston, McIsaac & Partners673$39K0.01%+9813F-HRTimeline
Cranbrook Wealth Management, LLC647$38.2K0.01%013F-HRTimeline
Wealth Preservation Advisors, LLC637$37.6K0.03%-12113F-HRTimeline
NFSG Corp620$36.6K0.01%+4713F-HRTimeline
MCF Advisors LLC603$35.6K<0.01%-2,26513F-HRTimeline
Wilkerson Advisory Group LLC593$35K0.01%013F-HRTimeline
Sound Income Strategies, LLC535$31.8K<0.01%+14113F-HRTimeline
Game Plan Financial Advisors, LLC475$28K0.01%new13F-HRTimeline
Strategic Wealth Advisors LLC430$25K0.02%013F-HRTimeline
NBT BANK, N.A.in group NBT BANK, N.A.409$24.1K<0.01%-76513F-HRTimelineGroup
Financial Network Wealth Advisors LLC401$23.7K0.02%013F-HRTimeline
Avalon Trust Co390$23K<0.01%013F-HRTimeline
MATHER GROUP, LLC.328$19.4K<0.01%new13F-HRTimeline
FINANCIAL CONSULATE, INC322$19K<0.01%013F-HRTimeline
Cordant, Inc.315$18.6K0.01%013F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…300$17.7K<0.01%013F-HRTimelineGroup
Innovative Asset Advisors Group, LLC300$17.7K0.01%13F-HRTimeline
COUNTRY TRUST BANK270$15.9K<0.01%+3913F-HRTimeline
North Ridge Wealth Advisors, Inc.260$15.3K0.01%-96013F-HRTimeline
BIRCHBROOK, INC.245$14.5K0.01%+8013F-HRTimeline
SJS Investment Consulting Inc.240$14.2K<0.01%013F-HRTimeline
Investors Portfolio Services LLC220$13K0.01%-613F-HRTimeline
Meramec Financial Planners, LLC191$12.7K0.01%new13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…200$11.8K<0.01%new13F-HRTimelineGroup
HighMark Wealth Management LLC188$11.1K<0.01%+4113F-HRTimeline
Clearstead Trust, LLC180$10.6K<0.01%013F-HRTimeline
Ankerstar Wealth, LLC170$10K0.01%-7713F-HRTimeline
KELLEHER FINANCIAL ADVISORS150$8.86K<0.01%new13F-HRTimeline
SOA Wealth Advisors, LLC.142$8.38K<0.01%-313F-HRTimeline
SALEM INVESTMENT COUNSELORS INC141$8.32K<0.01%new13F-HR/ATimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP130$7.47K<0.01%new13F-HRTimelineGroup
ATWOOD & PALMER INC125$7.38K<0.01%013F-HRTimeline
Comprehensive Financial Planning, Inc./…125$7.38K0.01%new13F-HRTimeline
Sachetta, LLC116$6.82K<0.01%013F-HRTimeline