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Highland Investment Advisors LLC’s Fidelity Wise Origin Bitcoin Fund FBTC Stock Holding History

Highland Investment Advisors 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 		$4.59K Buy
+90
New +$5.62K ﹤0.01% 426

Other funds holding FBTC

PCM
Patient Capital Management Baltimore, Maryland $3.05B AUM 42.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CPRC
Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
UCMOK
United Capital Management of KS Salina, Kansas $763M AUM 62.72% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.72% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return
KC
Kaleidoscope Capital Boston, Massachusetts $271M AUM 24.36% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Highland Investment Advisors LLC's FBTC Position: Q2 2026 in Review

Highland Investment Advisors LLC opened a new position in Fidelity Wise Origin Bitcoin Fund (FBTC) in Q2 2026: 90 shares worth $4.59K. The stake represents ﹤0.01% of the portfolio and ranks #426 among its holdings.

538 funds tracked by Wall St. Rank hold FBTC as of Q2 2026.

  • Highland Investment Advisors LLC held 90 shares of Fidelity Wise Origin Bitcoin Fund worth $4.59K as of Q2 2026.
  • Fidelity Wise Origin Bitcoin Fund was a new Highland Investment Advisors LLC position in Q2 2026.
  • Fidelity Wise Origin Bitcoin Fund made up ﹤0.01% of Highland Investment Advisors LLC's portfolio in Q2 2026, its #426 holding.
  • 538 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q2 2026.

Based on Highland Investment Advisors LLC's 13F filing for Q2 2026, filed 13 Aug 2026.