CAPTRUST FINANCIAL ADVISORS
Position in FBTC — Fidelity Wise Origin Bitcoin Fund
CIK 1512024
RALEIGH, NC
Position in FBTC
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,955,725
-$159,615 QoQ
Shares Held
38,310
+6.9% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#133
of 622 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 41%
Shared 0%
None 59%
Common Shares in FBTC Over Time
Shares Held
Position Value (USD)
All Filings in FBTC
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,955,725 | 38,310 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $2,115,340 | 35,835 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $7,541,815 | 98,935 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,746,675 | 17,500 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $975,240 | 10,376 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $766,984 | 10,657 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $550,093 | 6,743 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $207,571 | 3,738 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||