Creative Planning
FBTC icon

Creative Planning’s Fidelity Wise Origin Bitcoin Fund FBTC Stock Holding History

Creative Planning’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
Q1 		$9.5M Buy
160,984
+9,324
+6% +$620K 0.01% 719
2025
Q4 		$11.6M Buy
151,660
+8,056
+6% +$703K 0.01% 562
2025
Q3 		$14.3M Buy
143,604
+20,061
+16% +$2M 0.01% 452
2025
Q2 		$11.6M Buy
123,543
+4,176
+3% +$359K 0.01% 471
2025
Q1 		$8.59M Buy
119,367
+4,424
+4% +$360K 0.01% 537
2024
Q4 		$9.38M Buy
114,943
+16,385
+17% +$1.19M 0.01% 465
2024
Q3 		$5.47M Buy
98,558
+13,892
+16% +$741K 0.01% 611
2024
Q2 		$4.44M Buy
84,666
+19,676
+30% +$1.13M ﹤0.01% 663
2024
Q1 		$4.03M Buy
+64,990
New +$3.11M ﹤0.01% 687

Other funds holding FBTC

Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
SSA
Schonfeld Strategic Advisors New York $14.2B AUM 37.17% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
CF
Cantor Fitzgerald New York $6.78B AUM 29.01% 1-Year Est. Return
PC
ParaFi Capital New York $462M AUM 12.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CPRC
Consolidated Portfolio Review Corp Woodbury, New York $1.1B AUM 8.96% 1-Year Est. Return
PRA
Pine Ridge Advisers New York $1.62B AUM 16.97% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Creative Planning's FBTC Position: Q1 2026 in Review

Creative Planning increased its Fidelity Wise Origin Bitcoin Fund (FBTC) stake by 6.1% in Q1 2026, buying an estimated $620K and bringing the position to 160,984 shares worth $9.5M. The position accounts for 0.01% of the portfolio, ranked #719.

Creative Planning first reported a position in FBTC in Q1 2024 and has held it in 9 quarters since. The position peaked at $14.3M in Q3 2025. 640 funds tracked by Wall St. Rank hold FBTC as of Q1 2026.

  • Creative Planning held 160,984 shares of Fidelity Wise Origin Bitcoin Fund worth $9.5M as of Q1 2026.
  • Creative Planning bought 9,324 Fidelity Wise Origin Bitcoin Fund shares in Q1 2026, an estimated $620K.
  • Fidelity Wise Origin Bitcoin Fund made up 0.01% of Creative Planning's portfolio in Q1 2026, its #719 holding.
  • Creative Planning first reported a position in Fidelity Wise Origin Bitcoin Fund in Q1 2024 and has held it in 9 quarters since.
  • Creative Planning's Fidelity Wise Origin Bitcoin Fund position peaked at $14.3M in Q3 2025.
  • 640 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.