Public ownership evidence

Fidelity Wise Origin Bitcoin Fund (FBTC) Ownership Disclosures

Read FBTC insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

Fidelity Wise Origin Bitcoin Fund: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
B. Riley Wealth Advisors, Inc.
Report period
2025-03-31
Available
2026-08-29
Reported shares
9,855
Value (USD)
$709,246
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0001464811-26-000009
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read FBTC fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read FBTC fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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B. Riley Wealth Advisors, Inc.2025-03-312026-08-299,855$709,246None
Corient Private Wealth LP2026-06-302026-08-2886,368$4,409,083None
Principia Wealth Advisory, LLC2026-06-302026-08-274,721$241,007None
Principia Wealth Advisory, LLC2026-03-312026-08-274,789$282,695None
Redwood Investment Management, LLC2025-12-312026-08-273,427$261,000None
Rehmann Capital Advisory Group2026-06-302026-08-215,419$276,682None
Kingsview Wealth Management, LLC2026-06-302026-08-2050,194$2,562,404None
Archer Investment Corp2026-06-302026-08-2022$1,123None
CANTOR FITZGERALD, L. P.2026-06-302026-08-201,280,931$65,391,528None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-2038,191$1,949,669None
Sankala Group LLC2026-06-302026-08-1918,763$1,055,905None
Beacon Pointe Advisors, LLC2026-06-302026-08-1929,525$1,507,261None
Copia Wealth Management2026-06-302026-08-1916$817None
Strait & Sound Wealth Management LLC2026-06-302026-08-194,010$204,711None
Strive Financial Group ,LLC2026-06-302026-08-1815,641$798,473None
Almitas Capital LLC2026-06-302026-08-181,364,522$69,658,848None
Corient Private Wealth LP2026-06-302026-08-1892,863$4,740,596None
Pure Financial Advisors, LLC2026-06-302026-08-1812,606$643,536None
UNITED CAPITAL FINANCIAL ADVISORS, LLC2026-06-302026-08-185,361$273,326None
Proficio Capital Partners LLC2026-06-302026-08-1816,075$820,629None
CENTAURUS FINANCIAL, INC.2026-06-302026-08-184,037$206,000None
BITTERROOT CAPITAL ADVISORS LLC2026-06-302026-08-156,170$314,978None
Investors Portfolio Services LLC2026-06-302026-08-15220$11,231None
Graham Capital Management, L.P.2026-06-302026-08-15696,200$35,541,010Put
XXI WEALTH, LLC2026-06-302026-08-154,350$222,068None
Federation des caisses Desjardins du Quebec2026-06-302026-08-15816$41,698None
Federation des caisses Desjardins du Quebec2026-06-302026-08-152,970$151,619None
JPL Wealth Management, LLC2026-06-302026-08-1520$1,021None
Marex Group Ltd2026-06-302026-08-15156,056$7,966,659None
Basecamp Wealth Advisors LLC2026-06-302026-08-1510,565$539,351None
Mutual Advisors, LLC2026-06-302026-08-1580,383$4,103,569None
Advyzon Investment Management, LLC2026-06-302026-08-154,835$246,816None
Advyzon Investment Management, LLC2026-06-302026-08-1525$1,276None
Strategies Wealth Advisors, LLC2026-06-302026-08-1533,962$1,733,783None
INSIGNEO ADVISORY SERVICES, LLC2026-06-302026-08-154,916$250,962None
COFG Advisors, LLC2026-06-302026-08-1526,274$1,341,288None
Meridian Wealth Advisors, LLC2026-06-302026-08-1511,500$587,075None
EARNED WEALTH ADVISORS, LLC2026-06-302026-08-1510,556$538,904None
Militia Capital Partners, LP2025-12-312026-08-1542,300$3,224,529None
Militia Capital Partners, LP2025-09-302026-08-1510,500$1,048,005None
Militia Capital Partners, LP2025-06-302026-08-1572,700$6,833,073None
PYA Waltman Capital, LLC2026-06-302026-08-1564,923$3,314,340None
Arkos Global Advisors2026-06-302026-08-15156,831$8,006,000None
SYON CAPITAL LLC2026-06-302026-08-15283,149$14,454,756None
Foundations Investment Advisors, LLC2026-06-302026-08-1583,023$4,238,343None
Qube Research & Technologies Ltd2026-06-302026-08-15164,541$8,399,818None
JT Stratford LLC2026-06-302026-08-1523,428$1,195,999None
OSAIC HOLDINGS, INC.2026-06-302026-08-157,264$370,815None
OSAIC HOLDINGS, INC.2026-06-302026-08-15822$41,963None
OSAIC HOLDINGS, INC.2026-06-302026-08-1515,025$767,011None

90-day public filing window, up to 50 source positions.

B. Riley Wealth Advisors, Inc. ↗Corient Private Wealth LP ↗Principia Wealth Advisory, LLC ↗Principia Wealth Advisory, LLC ↗Redwood Investment Management, LLC ↗Rehmann Capital Advisory Group ↗Kingsview Wealth Management, LLC ↗Archer Investment Corp ↗CANTOR FITZGERALD, L. P. ↗MERCER GLOBAL ADVISORS INC /ADV ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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