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Who Owns Fidelity Wise Origin Bitcoin Fund Common Shares of Beneficial Interest

Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in Fidelity Wise Origin Bitcoin Fund Common Shares of Beneficial Interest.

Who crossed 5% of FBTC →
Managers holding
26
as of 2026-09-30
Reported value
$56M
summed across filings
Shares held
769.6K
Added vs trimmed
9 / 8
since each filer's last quarter

Positions as of 2026-09-30

Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.

ManagerValue
Legacy Wealth Asset Management, LLCSHS303.3K shadded$22M
AVAII WEALTH MANAGEMENT, LLCSHS113.8K shadded$8.3M
Farther Finance Advisors, LLCETF75.5K shadded$5.5M
First Heartland Consultants, Inc.SHS50K shtrimmed$3.6M
Valeo Financial Advisors, LLCETF41.2K shadded$3M
Financial Designs CorpSHS29K shadded$2.1M
Venture Visionary Partners LLCSHS22.8K shheld$1.7M
Wedmont Private CapitalSHS21.8K shtrimmed$1.6M
LifeGoal Investments, LLCSHS19.4K shheld$1.4M
GK Wealth Management LLCSHS12.8K shtrimmed$931.5K
Whitaker-Myers Wealth Managers, LTD.SHS12.3K shtrimmed$889.9K
FINANCIAL MANAGEMENT NETWORK INCSHS9.7K shheld$714.7K
Prosperity Planning, Inc.SHS9.3K shtrimmed$675.5K
Wealth Group LtdFIDELITY WISE ORIGIN BITCOIN FUND etf8.5K shtrimmed$621.6K
Worth Asset Management, LLCETF6.2K shadded$451.2K
Cooper Financial GroupSHS5.1K shtrimmed$369.2K
Mirador Capital Partners LPSHS4.6K sh—$330.9K
YHB Investment Advisors, Inc.SHS4K shadded$290.9K
Ballew Advisors, IncSHS3.7K sh—$269.9K
PUFF WEALTH MANAGEMENT, LLCSHS3.4K shadded$250.5K
TITLEIST ASSET MANAGEMENT, LLCSHS3.3K shtrimmed$242.1K
Sprinkle Financial Consultants LLCSHS3K sh—$219.1K
Apella Capital, LLCSHS3K sh—$217.8K
Rosenberg Matthew HamiltonETF2.3K shadded$170.2K
MassMutual Private Wealth & Trust, FSBExchange Traded Fund1.4K shheld$103.9K
ATWOOD & PALMER INCCOM125 shheld$9.1K

Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.

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