Diversify Advisory Services’s Fidelity Wise Origin Bitcoin Fund FBTC Stock Holding History

Diversify Advisory Services’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	$689K	Buy	+12,194	New	+$762K	0.01%	771
2026 Q1	–	Sell	-8,781	Closed	-$731K	–	435
2025 Q4	$731K	Sell	8,781 -224,671	-96%	-$19.6M	0.02%	489
2025 Q3	$21.7M	Buy	233,452 +19,598	+9%	+$1.96M	0.73%	27
2025 Q2	$22.3M	Buy	+213,854	New	+$18.4M	0.85%	20

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

Diversify Advisory Services's FBTC Position: Q2 2026 in Review

Diversify Advisory Services opened a new position in Fidelity Wise Origin Bitcoin Fund (FBTC) in Q2 2026: 12,194 shares worth $689K. The stake represents 0.01% of the portfolio and ranks #771 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in FBTC as recently as Q4 2025.

Diversify Advisory Services first reported a position in FBTC in Q2 2025 and has held it in 4 quarters since. The position peaked at $22.3M in Q2 2025. 619 funds tracked by Wall St. Rank hold FBTC as of Q2 2026.

Diversify Advisory Services held 12,194 shares of Fidelity Wise Origin Bitcoin Fund worth $689K as of Q2 2026.
Fidelity Wise Origin Bitcoin Fund was a new Diversify Advisory Services position in Q2 2026.
Fidelity Wise Origin Bitcoin Fund made up 0.01% of Diversify Advisory Services's portfolio in Q2 2026, its #771 holding.
Diversify Advisory Services first reported a position in Fidelity Wise Origin Bitcoin Fund in Q2 2025 and has held it in 4 quarters since.
Diversify Advisory Services's Fidelity Wise Origin Bitcoin Fund position peaked at $22.3M in Q2 2025.
619 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.