Aptus Capital Advisors’s Fidelity Wise Origin Bitcoin Fund FBTC Stock Holding History

Aptus Capital Advisors’s Portfolio FBTC Stock Details FBTC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$5.69M	Buy	111,382 +14,013	+14%	+$876K	0.04%	338
2026 Q1	$5.75M	Buy	97,369 +12,804	+15%	+$852K	0.05%	315
2025 Q4	$6.45M	Buy	84,565 +4,354	+5%	+$380K	0.05%	285
2025 Q3	$8.01M	Buy	80,211 +12,654	+19%	+$1.26M	0.06%	245
2025 Q2	$6.35M	Buy	67,557 +11,494	+21%	+$989K	0.05%	263
2025 Q1	$4.03M	Buy	56,063 +25,497	+83%	+$2.07M	0.04%	309
2024 Q4	$2.49M	Buy	30,566 +23,375	+325%	+$1.7M	0.03%	361
2024 Q3	$399K	Buy	7,191 +1,436	+25%	+$76.6K	0.01%	596
2024 Q2	$302K	Buy	5,755 +787	+16%	+$45.1K	0.01%	623
2024 Q1	$308K	Buy	+4,968	New	+$238K	0.01%	625

Other funds holding FBTC

SSA

Schonfeld Strategic Advisors New York $27.9B AUM 51.18% 1-Year Est. Return

Almitas Capital Santa Monica, California $417M AUM 22.81% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Cantor Fitzgerald New York $9.31B AUM 73.66% 1-Year Est. Return

PCM

Patient Capital Management Baltimore, Maryland $3.05B AUM 42.09% 1-Year Est. Return

ParaFi Capital New York $361M AUM 39.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

CPRC

Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return

PRA

Pine Ridge Advisers New York $1.66B AUM 18.03% 1-Year Est. Return

Aptus Capital Advisors's FBTC Position: Q2 2026 in Review

Aptus Capital Advisors increased its Fidelity Wise Origin Bitcoin Fund (FBTC) stake by 14% in Q2 2026, buying an estimated $876K and bringing the position to 111,382 shares worth $5.69M. The position accounts for 0.04% of the portfolio, ranked #338.

Aptus Capital Advisors first reported a position in FBTC in Q1 2024 and has held it in 10 quarters since. The position peaked at $8.01M in Q3 2025. 619 funds tracked by Wall St. Rank hold FBTC as of Q2 2026.

Aptus Capital Advisors held 111,382 shares of Fidelity Wise Origin Bitcoin Fund worth $5.69M as of Q2 2026.
Aptus Capital Advisors bought 14,013 Fidelity Wise Origin Bitcoin Fund shares in Q2 2026, an estimated $876K.
Fidelity Wise Origin Bitcoin Fund made up 0.04% of Aptus Capital Advisors's portfolio in Q2 2026, its #338 holding.
Aptus Capital Advisors first reported a position in Fidelity Wise Origin Bitcoin Fund in Q1 2024 and has held it in 10 quarters since.
Aptus Capital Advisors's Fidelity Wise Origin Bitcoin Fund position peaked at $8.01M in Q3 2025.
619 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.