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 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

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 New York $777B AUM 61.18% 1-Year Est. Return

Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return

Cantor Fitzgerald New York $6.78B AUM 29.01% 1-Year Est. Return

ParaFi Capital New York $462M AUM 12.81% 1-Year Est. Return

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 Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

LPL Financial's FBTC Position: Q1 2026 in Review

LPL Financial increased its Fidelity Wise Origin Bitcoin Fund (FBTC) stake by 17% in Q1 2026, buying an estimated $274K and bringing the position to 28,701 shares worth $1.69M. The position accounts for ﹤0.01% of the portfolio, ranked #3669.

LPL Financial first reported a position in FBTC in Q3 2024 and has held it in 7 quarters since. The position peaked at $3.01M in Q3 2025. 640 funds tracked by Wall St. Rank hold FBTC as of Q1 2026.

LPL Financial held 28,701 shares of Fidelity Wise Origin Bitcoin Fund worth $1.69M as of Q1 2026.
LPL Financial bought 4,120 Fidelity Wise Origin Bitcoin Fund shares in Q1 2026, an estimated $274K.
Fidelity Wise Origin Bitcoin Fund made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #3669 holding.
LPL Financial first reported a position in Fidelity Wise Origin Bitcoin Fund in Q3 2024 and has held it in 7 quarters since.
LPL Financial's Fidelity Wise Origin Bitcoin Fund position peaked at $3.01M in Q3 2025.
640 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.