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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
Q2 		$564K Sell
10,195
-2,521
-20% -$158K 0.04% 332
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

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

Ethos Financial Group's FBTC Position: Q2 2026 in Review

Ethos Financial Group reduced its Fidelity Wise Origin Bitcoin Fund (FBTC) stake by 20% in Q2 2026, selling an estimated $158K and leaving 10,195 shares worth $564K. The position accounts for 0.04% of the portfolio, ranked #332.

Ethos Financial Group first reported a position in FBTC in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.03M in Q4 2025. 626 funds tracked by Wall St. Rank hold FBTC as of Q2 2026.

  • Ethos Financial Group held 10,195 shares of Fidelity Wise Origin Bitcoin Fund worth $564K as of Q2 2026.
  • Ethos Financial Group sold 2,521 Fidelity Wise Origin Bitcoin Fund shares in Q2 2026, an estimated $158K.
  • Fidelity Wise Origin Bitcoin Fund made up 0.04% of Ethos Financial Group's portfolio in Q2 2026, its #332 holding.
  • Ethos Financial Group first reported a position in Fidelity Wise Origin Bitcoin Fund in Q4 2024 and has held it in 7 quarters since.
  • Ethos Financial Group's Fidelity Wise Origin Bitcoin Fund position peaked at $1.03M in Q4 2025.
  • 626 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q2 2026.

Based on Ethos Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.