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Mount Yale Investment Advisors’s Fidelity Wise Origin Bitcoin Fund FBTC Stock Holding History

Mount Yale Investment Advisors’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 		$331K Buy
+6,483
New +$405K 0.01% 943

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

Mount Yale Investment Advisors's FBTC Position: Q2 2026 in Review

Mount Yale Investment Advisors opened a new position in Fidelity Wise Origin Bitcoin Fund (FBTC) in Q2 2026: 6,483 shares worth $331K. The stake represents 0.01% of the portfolio and ranks #943 among its holdings.

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

  • Mount Yale Investment Advisors held 6,483 shares of Fidelity Wise Origin Bitcoin Fund worth $331K as of Q2 2026.
  • Fidelity Wise Origin Bitcoin Fund was a new Mount Yale Investment Advisors position in Q2 2026.
  • Fidelity Wise Origin Bitcoin Fund made up 0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #943 holding.
  • 619 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.