Betterment LLC
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Betterment LLC’s Fidelity Wise Origin Bitcoin Fund FBTC Stock Holding History

Betterment LLC’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 		$1.32M Buy
25,811
+4,285
+20% +$268K ﹤0.01% 312
2026
Q1 		$1.27M Buy
21,526
+4,871
+29% +$324K ﹤0.01% 290
2025
Q4 		$1.27M Buy
16,655
+7,804
+88% +$681K ﹤0.01% 276
2025
Q3 		$883K Buy
8,851
+2,436
+38% +$243K ﹤0.01% 303
2025
Q2 		$603K Sell
6,415
-1,810
-22% -$156K ﹤0.01% 329
2025
Q1 		$592K Buy
8,225
+2,112
+35% +$172K ﹤0.01% 315
2024
Q4 		$499K Buy
+6,113
New +$443K ﹤0.01% 328

Other funds holding FBTC

SSA
Schonfeld Strategic Advisors New York $27.9B AUM 51.18% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $417M AUM 22.81% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
CF
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
PC
ParaFi Capital New York $361M AUM 39.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jane Street
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

Betterment LLC's FBTC Position: Q2 2026 in Review

Betterment LLC increased its Fidelity Wise Origin Bitcoin Fund (FBTC) stake by 20% in Q2 2026, buying an estimated $268K and bringing the position to 25,811 shares worth $1.32M. The position accounts for ﹤0.01% of the portfolio, ranked #312.

Betterment LLC first reported a position in FBTC in Q4 2024 and has held it in 7 quarters since. 619 funds tracked by Wall St. Rank hold FBTC as of Q2 2026.

  • Betterment LLC held 25,811 shares of Fidelity Wise Origin Bitcoin Fund worth $1.32M as of Q2 2026.
  • Betterment LLC bought 4,285 Fidelity Wise Origin Bitcoin Fund shares in Q2 2026, an estimated $268K.
  • Fidelity Wise Origin Bitcoin Fund made up ﹤0.01% of Betterment LLC's portfolio in Q2 2026, its #312 holding.
  • Betterment LLC first reported a position in Fidelity Wise Origin Bitcoin Fund in Q4 2024 and has held it in 7 quarters since.
  • 619 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q2 2026.

Based on Betterment LLC's 13F filing for Q2 2026, filed 14 Aug 2026.