EFG
FBTC icon

Ethos Financial Group’s Fidelity Wise Origin Bitcoin Fund FBTC Stock Holding History

Ethos Financial Group’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 		$751K Sell
12,716
-759
-6% -$50.5K 0.05% 249
2025
Q4 		$1.03M Buy
13,475
+4,114
+44% +$359K 0.08% 191
2025
Q3 		$934K Buy
9,361
+226
+2% +$22.6K 0.07% 188
2025
Q2 		$859K Buy
9,135
+3,540
+63% +$305K 0.07% 186
2025
Q1 		$456K Hold
5,595
– – 0.04% 240
2024
Q4 		$456K Buy
+5,595
New +$406K 0.06% 166

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

Ethos Financial Group's FBTC Position: Q1 2026 in Review

Ethos Financial Group reduced its Fidelity Wise Origin Bitcoin Fund (FBTC) stake by 5.6% in Q1 2026, selling an estimated $50.5K and leaving 12,716 shares worth $751K. The position accounts for 0.05% of the portfolio, ranked #249.

Ethos Financial Group first reported a position in FBTC in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.03M in Q4 2025. 640 funds tracked by Wall St. Rank hold FBTC as of Q1 2026.

  • Ethos Financial Group held 12,716 shares of Fidelity Wise Origin Bitcoin Fund worth $751K as of Q1 2026.
  • Ethos Financial Group sold 759 Fidelity Wise Origin Bitcoin Fund shares in Q1 2026, an estimated $50.5K.
  • Fidelity Wise Origin Bitcoin Fund made up 0.05% of Ethos Financial Group's portfolio in Q1 2026, its #249 holding.
  • Ethos Financial Group first reported a position in Fidelity Wise Origin Bitcoin Fund in Q4 2024 and has held it in 6 quarters since.
  • Ethos Financial Group's Fidelity Wise Origin Bitcoin Fund position peaked at $1.03M in Q4 2025.
  • 640 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q1 2026.

Based on Ethos Financial Group's 13F filing for Q1 2026, filed 5 May 2026.