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

OneDigital 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	$493K	Buy	9,657 +835	+9%	+$52.2K	﹤0.01%	1041
2026 Q1	$521K	Sell	8,822 -533	-6%	-$35.5K	0.01%	928
2025 Q4	$713K	Buy	9,355 +830	+10%	+$72.4K	0.01%	798
2025 Q3	$851K	Buy	8,525 +1,293	+18%	+$129K	0.01%	722
2025 Q2	$680K	Buy	7,232 +377	+5%	+$32.4K	0.01%	783
2025 Q1	$493K	Buy	6,855 +2,513	+58%	+$204K	0.01%	859
2024 Q4	$354K	Buy	+4,342	New	+$315K	﹤0.01%	1050
2024 Q3	–	Sell	-23,392	Closed	-$1.23M	–	1443
2024 Q2	$1.23M	Buy	23,392 +5,221	+29%	+$299K	0.02%	553
2024 Q1	$1.13M	Buy	+18,171	New	+$869K	0.02%	470

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

OneDigital Investment Advisors's FBTC Position: Q2 2026 in Review

OneDigital Investment Advisors increased its Fidelity Wise Origin Bitcoin Fund (FBTC) stake by 9.5% in Q2 2026, buying an estimated $52.2K and bringing the position to 9,657 shares worth $493K. The position accounts for ﹤0.01% of the portfolio, ranked #1041.

OneDigital Investment Advisors first reported a position in FBTC in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.23M in Q2 2024. 619 funds tracked by Wall St. Rank hold FBTC as of Q2 2026.

OneDigital Investment Advisors held 9,657 shares of Fidelity Wise Origin Bitcoin Fund worth $493K as of Q2 2026.
OneDigital Investment Advisors bought 835 Fidelity Wise Origin Bitcoin Fund shares in Q2 2026, an estimated $52.2K.
Fidelity Wise Origin Bitcoin Fund made up ﹤0.01% of OneDigital Investment Advisors's portfolio in Q2 2026, its #1041 holding.
OneDigital Investment Advisors first reported a position in Fidelity Wise Origin Bitcoin Fund in Q1 2024 and has held it in 9 quarters since.
OneDigital Investment Advisors's Fidelity Wise Origin Bitcoin Fund position peaked at $1.23M in Q2 2024.
619 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.