FBTC — Fidelity Wise Origin Bitcoin Institutional Holders · Q3 2026

Name: Who Owns FBTC? 29 Institutions Hold $56.1M (Q3 2026)
Creator: ko.io

Who owns Fidelity Wise Origin Bitcoin (FBTC)? 29 institutions reported holding $56.15M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Legacy Wealth Asset Management, LLC ($22.0M), Avaii Wealth Management, LLC ($8.3M), Farther Finance Advisors, LLC ($5.5M).

Rank	Institution	Value	Shares	Change
1	Legacy Wealth Asset Management, LLC	$22.0M	303,300	Added
2	AVAII WEALTH MANAGEMENT, LLC	$8.3M	113,787	Added
3	Farther Finance Advisors, LLC	$5.5M	75,510	Added
4	First Heartland Consultants, Inc.	$3.6M	49,992	Trimmed
5	Valeo Financial Advisors, LLC	$3.0M	41,174	Added
6	Financial Designs Corp	$2.1M	29,016	Added
7	Venture Visionary Partners LLC	$1.7M	22,800	Hold
8	Wedmont Private Capital	$1.6M	21,814	Trimmed
9	LifeGoal Investments, LLC	$1.4M	19,381	Hold
10	GK Wealth Management LLC	$931,463	12,823	Trimmed
11	Whitaker-Myers Wealth Managers, LTD.	$889,913	12,251	Trimmed
12	FINANCIAL MANAGEMENT NETWORK INC	$714,748	9,747	Hold
13	Prosperity Planning, Inc.	$675,547	9,300	Trimmed
14	Wealth Group Ltd	$621,618	8,477	Trimmed
15	Worth Asset Management, LLC	$451,167	6,211	Added
16	Cooper Financial Group	$369,168	5,082	Trimmed
17	Mirador Capital Partners LP	$330,852	4,555	New
18	YHB Investment Advisors, Inc.	$290,851	4,004	New
19	Ballew Advisors, Inc	$269,908	3,681	New
20	PUFF WEALTH MANAGEMENT, LLC	$250,463	3,448	New
21	TITLEIST ASSET MANAGEMENT, LLC	$242,069	3,332	New
22	Sprinkle Financial Consultants LLC	$219,083	3,016	New
23	Apella Capital, LLC	$217,839	3,005	New
24	Noble Wealth Management PBC	$185,087	2,548	Trimmed
25	Rosenberg Matthew Hamilton	$170,197	2,343	New

Source: SEC Form 13F filings · as of 2026-09-30