13F

Stock

Fidelity Wise Origin Bitcoin

Ticker not mapped · held by 23 managers

Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025

Reported value

$202.8M

Holders

23

+0 new · −0 exited

Holders’ est. mark

$3.49M

Price effect on 8 books still in the name

Largest holder

$127.8M

CANTOR FITZGERALD, L. P.

Holder count by quarter

Q2 2024Q3 2024Q4 2024Q1 2025Q2 2025Q3 2025Q4 2025Q1 2026

Who holds it

Notable only
InvestorSharesValueEst. markChange
CANTOR FITZGERALD, L. P.1.28M$127.8M—Held
Cresset Asset Management, LLC557.9K$55.7M$3.02MAdded$6.95M
NWAM LLC43.9K$4.37M$239.4KAdded$202K
Keel Point, LLC42.1K$4.21M—Held
Sanctuary Advisors, LLC33.6K$3.35M$153.7KAdded$871.6K
BANK OF AMERICA CORP /DE/28.8K$2.87M—Held
Militia Capital Partners, LP10.5K$1.05M—Held
Allworth Financial LP6.12K$610.5K—Held
Savant Capital, LLC6.11K$610K$26.8KAdded$177.1K
INDEPENDENT FINANCIAL GROUP, LLC5.95K$594.3K$32.9KAdded$62.9K
IFP Advisors, Inc5.64K$562.6K—Held
Pine Valley Investments Ltd Liability Co3.72K$371K$20.6KAdded$38.9K
Narus Financial Partners, LLC2.58K$257.5K—Held
Strategic Investment Solutions, Inc. /IL1.74K$173.6K—Held
Noble Wealth Management PBC970$96.8K—Held
AllSquare Wealth Management LLC665$66.4K—Held
Painted Porch Advisors LLC272$27.1K—Held
Principia Wealth Advisory, LLC124$12.4K—Held
SkyView Investment Advisors, LLC11.5K$1.15K—Held
Clark Wealth Partners15$1.14K−$53Added$861
Kilter Group LLC10$999—Held
Aventura Private Wealth, LLC5$499$29Added$29
MORGAN STANLEY2$201—Held

Positions as of Q3 2025. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.