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Disclosery

FBTC FIDELITY WISE ORIGIN BITCOIN

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SHS (fund), issuer CIK 1852317

Filings received so far for Q3 2026: 27 13F filers report a position in FBTC shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.

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, Q3 2026

Filers in the available 13F reports with a share position at 2026-09-30, 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
Legacy Wealth Asset Management, LLC303,300$22M4.83%+1,93313F-HRTimeline
AVAII WEALTH MANAGEMENT, LLC113,787$8.34M2.4%+24,63813F-HRTimeline
Farther Finance Advisors, LLC75,510$5.49M0.04%+13,96913F-HRTimeline
First Heartland Consultants, Inc.49,992$3.63M0.24%-2,95313F-HRTimeline
Valeo Financial Advisors, LLC41,174$2.99M0.06%+2,32213F-HRTimeline
Financial Designs Corp29,016$2.11M1.09%+88013F-HRTimeline
Venture Visionary Partners LLC22,800$1.66M0.04%013F-HRTimeline
Wedmont Private Capital21,814$1.55M0.04%-25013F-HRTimeline
LifeGoal Investments, LLC19,381$1.41M0.43%013F-HRTimeline
GK Wealth Management LLC12,823$931K0.53%-11,13413F-HRTimeline
Whitaker-Myers Wealth Managers, LTD.12,251$890K0.14%-48113F-HRTimeline
FINANCIAL MANAGEMENT NETWORK INC9,747$715K0.1%013F-HRTimeline
Prosperity Planning, Inc.9,300$676K0.15%-3013F-HRTimeline
Wealth Group Ltd8,477$622K0.12%-2,61313F-HRTimeline
Worth Asset Management, LLC6,211$451K0.13%+38213F-HRTimeline
Cooper Financial Group5,082$369K0.03%-41513F-HRTimeline
Mirador Capital Partners LP4,555$331K0.04%new13F-HRTimeline
YHB Investment Advisors, Inc.4,004$291K0.02%new13F-HRTimeline
Ballew Advisors, Inc3,681$270K0.13%new13F-HRTimeline
PUFF WEALTH MANAGEMENT, LLC3,448$250K0.24%new13F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC3,332$242K0.02%new13F-HRTimeline
Sprinkle Financial Consultants LLC3,016$219K0.09%new13F-HRTimeline
Apella Capital, LLC3,005$218K<0.01%new13F-HRTimeline
Noble Wealth Management PBC2,548$185K0.09%-4713F-HRTimeline
Rosenberg Matthew Hamilton2,343$170K0.03%new13F-HRTimeline
MassMutual Private Wealth & Trust, FSB1,430$104K<0.01%013F-HRTimeline
ATWOOD & PALMER INC125$9.08K<0.01%013F-HRTimeline