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Valmark Advisers’s Fidelity Wise Origin Bitcoin Fund FBTC Stock Holding History

Valmark Advisers’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
2025
Q4 		– Sell
-4,780
Closed -$477K – 662
2025
Q3 		$477K Buy
4,780
+503
+12% +$50.3K 0.01% 444
2025
Q2 		$402K Buy
+4,277
New +$368K 0.01% 484

Other funds holding FBTC

Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
SSA
Schonfeld Strategic Advisors New York $27.9B AUM 51.18% 1-Year Est. Return
CM
Capula Management Grand Cayman, Cayman Islands $28B AUM 22.67% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $417M AUM 22.81% 1-Year Est. Return
CF
Cantor Fitzgerald New York $9.31B AUM 73.66% 1-Year Est. Return
PC
ParaFi Capital New York $361M AUM 39.32% 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
PCM
Patient Capital Management Baltimore, Maryland $3.05B AUM 42.09% 1-Year Est. Return

Valmark Advisers's FBTC Position: Q4 2025 in Review

Valmark Advisers sold out of Fidelity Wise Origin Bitcoin Fund (FBTC) in Q4 2025, closing a stake of 4,780 shares — an estimated $477K sold.

Valmark Advisers first reported a position in FBTC in Q2 2025 and held it in 2 quarters. The position peaked at $477K in Q3 2025. 679 funds tracked by Wall St. Rank hold FBTC as of Q4 2025.

  • Valmark Advisers reported no remaining Fidelity Wise Origin Bitcoin Fund position as of Q4 2025 after selling out during the quarter.
  • Valmark Advisers sold 4,780 Fidelity Wise Origin Bitcoin Fund shares in Q4 2025, an estimated $477K.
  • Valmark Advisers first reported a position in Fidelity Wise Origin Bitcoin Fund in Q2 2025 and held it in 2 quarters.
  • Valmark Advisers's Fidelity Wise Origin Bitcoin Fund position peaked at $477K in Q3 2025.
  • 679 funds tracked by Wall St. Rank held Fidelity Wise Origin Bitcoin Fund as of Q4 2025.

Based on Valmark Advisers's 13F filing for Q4 2025, filed 26 Jan 2026.