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

LPL Financial’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	$2.11M	Buy	41,405 +12,704	+44%	+$794K	﹤0.01%	3684
2026 Q1	$1.69M	Buy	28,701 +4,120	+17%	+$274K	﹤0.01%	3669
2025 Q4	$1.87M	Sell	24,581 -5,622	-19%	-$491K	﹤0.01%	3482
2025 Q3	$3.01M	Buy	30,203 +1,813	+6%	+$181K	﹤0.01%	2944
2025 Q2	$2.67M	Buy	28,390 +7,084	+33%	+$610K	﹤0.01%	2857
2025 Q1	$1.53M	Buy	21,306 +5,529	+35%	+$450K	﹤0.01%	3187
2024 Q4	$1.29M	Buy	15,777 +10,648	+208%	+$772K	﹤0.01%	3277
2024 Q3	$285K	Buy	+5,129	New	+$273K	﹤0.01%	4479

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

LPL Financial's FBTC Position: Q2 2026 in Review

LPL Financial increased its Fidelity Wise Origin Bitcoin Fund (FBTC) stake by 44% in Q2 2026, buying an estimated $794K and bringing the position to 41,405 shares worth $2.11M. The position accounts for ﹤0.01% of the portfolio, ranked #3684.

LPL Financial first reported a position in FBTC in Q3 2024 and has held it in 8 quarters since. The position peaked at $3.01M in Q3 2025. 622 funds tracked by Wall St. Rank hold FBTC as of Q2 2026.

LPL Financial held 41,405 shares of Fidelity Wise Origin Bitcoin Fund worth $2.11M as of Q2 2026.
LPL Financial bought 12,704 Fidelity Wise Origin Bitcoin Fund shares in Q2 2026, an estimated $794K.
Fidelity Wise Origin Bitcoin Fund made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #3684 holding.
LPL Financial first reported a position in Fidelity Wise Origin Bitcoin Fund in Q3 2024 and has held it in 8 quarters since.
LPL Financial's Fidelity Wise Origin Bitcoin Fund position peaked at $3.01M in Q3 2025.
622 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q2 2026.

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