Fidelity Wise Origin Bitcoin Fund

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Fidelity Wise Origin Bitcoin Fund
TickerFBTC
CIK #0001852317
CUSIP315948109
SectorFinance - Commodity Contracts Brokers & Dealers
Address245 Summer Street, Boston, MA 02210
Source [EDGAR]
CIK Filing 2011 - 2026
[0001852317] 10-K
[0001852317] 10-Q
[0001852317] 8-K
[0001852317] D
13F Ownership Over TimeHoldersShares Held
2026-03-31 648 40,200,159
2025-12-31 679 49,351,980
2025-09-30 686 54,037,009
2025-06-30 620 53,515,642
2025-03-31 535 50,792,961
2024-12-31 531 61,138,312
2024-09-30 344 49,616,853
2024-06-30 315 49,186,116
2024-03-31 247 37,407,757
Form 13F Holdings
Firm Period DFND Voting Shares
Legacy Wealth Asset Management LLC [2026-06-30] SOLE 301,367 301,367
Berman McAleer LLC [2026-06-30] SOLE 0 175,261
Beaird Harris Wealth Management LLC [2026-06-30] SOLE 0 90,014
Wealth Enhancement Advisory Services LLC [2026-06-30] SOLE 12,972 75,404
Meitav Investment House Ltd [2026-06-30] DFND 0 71,677
Spire Wealth Management [2026-06-30] SOLE 0 62,903
Farther Finance Advisors LLC [2026-06-30] SOLE 0 61,541
Cambridge Advisors Inc [2026-06-30] SOLE 0 59,471
Brookstone Capital Management [2026-06-30] SOLE 0 58,955
First Heartland Consultants Inc [2026-06-30] SOLE 0 52,945
Mission Wealth Management LP [2026-06-30] SOLE 0 45,710
Fiduciary Alliance LLC [2026-06-30] SOLE 43,631 43,631
Valeo Financial Advisors LLC [2026-06-30] SOLE 38,852 38,852
Wealthcare Advisory Partners LLC [2026-06-30] SOLE 0 33,084
Wellspring Financial Advisors LLC [2026-06-30] SOLE 0 30,956
Abound Wealth Management [2026-06-30] SOLE 0 30,221
180 Wealth Advisors LLC [2026-06-30] SOLE 20,008 29,198
Financial Designs Corp [2026-06-30] SOLE 0 28,136
Vista Finance LLC [2026-06-30] SOLE 0 27,288
Merit Financial Group LLC [2026-06-30] SOLE 0 24,759
GK Wealth Management LLC [2026-06-30] DFND 0 23,957
Objective Capital Management LLC [2026-06-30] SOLE 23,436 23,436
Highland Financial Advisors LLC [2026-06-30] SOLE 0 22,085
Wedmont Private Capital [2026-06-30] SOLE 0 22,064
Camelot Portfolios LLC [2026-06-30] SOLE 21,402 21,402
Mills Wealth Advisors LLC [2026-06-30] SOLE 21,033 21,033
Financial Management Professionals Inc [2026-06-30] SOLE 0 20,798
LifeGoal Wealth Advisors [2026-06-30] SOLE 0 19,381
Benchmark Financial Wealth Advisors LLC [2026-06-30] SOLE 2,043 17,406
Relyea Zuckerberg Hanson LLC [2026-06-30] SOLE 0 15,245
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