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Fidelity Wise Origin Bitcoin Fund

FBTC
交易所
CBOE
產業
Commodity Contracts Brokers & Dealers
SEC CIK
0001852317

近 90 天,Fidelity Wise Origin Bitcoin Fund 沒有內部人公開市場買賣的申報;2026 年第 2 季末有 627 家機構在 13F 申報持有,市值合計 $17.1 億;沒有大師持有。

2024 年第 2 季與 2024 年第 1 季比較

持有 Fidelity Wise Origin Bitcoin Fund 的機構從 2024 年第 1 季到 2024 年第 2 季的變化。

2024 年第 2 季全部持有人2024 年第 1 季全部持有人

FBTC 的 13F 持有人:2024 年第 1 季與 2024 年第 2 季比較
項目2024 年第 1 季其中尚未申報 2024 年第 2 季2024 年第 2 季變化
持有家數2472315+70
股數3,780 萬8.47 萬5,062 萬+1,290 萬 (+34.2%)
市值$23.4 億$525.7 萬$26.6 億+$3.23 億 (+13.8%)

2 家機構在 2024 年第 1 季持有、還沒有申報 2024 年第 2 季:沒申報不算清倉,所以變化不計入它們。

新進機構(105 家)

2024 年第 2 季季末持有 Fidelity Wise Origin Bitcoin Fund、2024 年第 1 季季末沒有持有的機構。

依市值列出前 100 家,共 105 家。

2024 年第 2 季新進 FBTC 的機構
機構股數市值佔組合 %
Capula Management Ltd4,022,346$2.11 億2.36%
Avenir Tech Ltd3,846,888$2.02 億52.63%
Goldman Sachs Group Inc1,516,302$7,955 萬0.02%
Beaumont Financial Advisors, LLC496,550$2,605 萬2.08%
Toroso Investments, LLC179,416$941.2 萬0.13%
Virtu Financial LLC159,286$835.6 萬0.58%
Marex Group plc133,900$702.4 萬0.19%
DRW Securities, LLC109,836$576.2 萬0.35%
JBF Capital, Inc.95,000$498.4 萬0.77%
Kamunting Street Capital Management, L.P.90,000$472.1 萬4.38%
Modus Advisors, LLC89,832$471.3 萬1.67%
Mint Tower Capital Management B.V.76,281$400.2 萬1.58%
Pasadena Private Wealth, LLC62,094$325.7 萬0.75%
RFG Advisory, LLC30,350$159.2 萬0.05%
Stratos Wealth Advisors, LLC26,721$140.2 萬0.07%
Edge Capital Group, LLC26,565$139.4 萬0.07%
CWM, LLC24,369$127.8 萬0.01%
Secure Asset Management, LLC23,647$124.1 萬0.24%
Capital Investment Advisors, LLC21,758$114.1 萬0.03%
Kerrisdale Advisers, LLC21,102$110.7 萬0.35%
Private Advisor Group, LLC15,539$81.5 萬0.01%
Wellspring Financial Advisors, LLC14,763$77.4 萬0.11%
Marietta Wealth Management, LLC14,470$75.9 萬0.12%
Evexia Wealth LLC11,899$71.1 萬0.27%
Kingsview Wealth Management, LLC12,253$64.3 萬0.02%
Financial Designs Corp12,222$64.1 萬0.44%
Madison Park Capital Advisors, LLC10,984$57.6 萬0.48%
Sunbelt Securities, Inc.10,687$56.1 萬0.06%
Glaxis Capital Management, LLC10,000$52.5 萬0.91%
National Asset Management, Inc.9,812$51.5 萬0.01%
Correct Capital Wealth Management9,725$51.0 萬0.12%
Kestra Private Wealth Services, LLC9,066$47.6 萬0.01%
Blue Square Asset Management, LLC9,028$47.4 萬0.28%
BCJ Capital Management, LLC6,827$35.8 萬0.03%
Smallwood Wealth Investment Management, LLC6,803$35.7 萬0.28%
NewEdge Wealth, LLC6,418$33.7 萬0.01%
Regatta Capital Group, LLC6,134$32.2 萬0.07%
Thoroughbred Financial Services, LLC6,000$31.4 萬0.02%
Invesco Ltd.5,950$31.2 萬0.00%
Roman Butler Fullerton & Co6,072$30.5 萬0.10%
Equitable Trust Co5,551$30.1 萬0.02%
Horizon Kinetics Asset Management LLC5,705$29.9 萬0.01%
Cooper Financial Group5,593$29.3 萬0.04%
Sugar Maple Asset Management, LLC5,505$28.9 萬0.28%
Basso Capital Management, L.P.5,500$28.9 萬0.26%
Sanctuary Advisors, LLC5,017$28.0 萬0.00%
AdvisorNet Financial, Inc5,204$27.3 萬0.02%
Chicago Partners Investment Group LLC4,726$27.2 萬0.01%
Associated Banc-Corp5,120$26.9 萬0.01%
Wealth Quarterback LLC5,085$26.7 萬0.15%
Zuckerman Investment Group, LLC5,000$26.2 萬0.03%
Aries Wealth Management4,956$26.0 萬0.08%
Lake Street Advisors Group, LLC4,790$25.1 萬0.01%
Delta Investment Management, LLC4,788$25.1 萬0.06%
WealthPlan Investment Management, LLC4,738$24.9 萬0.04%
Timber Creek Capital Management LLC4,612$24.2 萬0.07%
Silverlake Wealth Management LLC4,492$23.6 萬0.10%
Delap Wealth Advisory, LLC4,470$23.4 萬0.11%
Falcon Wealth Planning4,435$23.3 萬0.03%
Walleye Capital LLC4,370$22.9 萬0.00%
Brinker Capital Investments, LLC4,344$22.8 萬0.00%
Orion Portfolio Solutions, LLC4,344$22.8 萬0.00%
Exchange Capital Management, Inc.4,300$22.6 萬0.04%
BKD Wealth Advisors, LLC4,189$22.0 萬0.01%
United Community Bank4,183$21.9 萬0.09%
Robertson Stephens Wealth Management, LLC4,016$21.1 萬0.01%
Strait & Sound Wealth Management LLC4,000$21.0 萬0.11%
Titleist Asset Management, LLC3,989$20.9 萬0.03%
Clearstead Advisors, LLC3,988$20.9 萬0.00%
First National Corp3,929$20.6 萬0.05%
Wealthspire Advisors, LLC3,920$20.6 萬0.00%
Clare Market Investments LLC3,875$20.3 萬0.06%
Integrated Wealth Concepts LLC3,834$20.1 萬0.00%
Financial Perspectives, Inc2,487$13.0 萬0.05%
Avondale Wealth Management1,995$10.5 萬0.07%
ORG Partners LLC1,596$8.82 萬0.01%
Beacon Capital Management, LLC1,394$7.31 萬0.01%
Hobbs Group Advisors, LLC1,394$7.31 萬0.03%
Umb Bank N A1,275$6.69 萬0.00%
Asset Dedication, LLC1,188$6.23 萬0.00%
Hantz Financial Services, Inc.880$4.60 萬0.00%
Whittier Trust Co of Nevada Inc774$4.06 萬0.00%
Massmutual Trust Co FSB600$3.15 萬0.00%
Sofos Investments, Inc.512$2.69 萬0.01%
Rise Advisors, LLC500$2.62 萬0.01%
Stonehage Fleming Financial Services Holdings Ltd378$1.98 萬0.00%
Live Oak Investment Partners–$1.95 萬0.02%
Lynx Investment Advisory350$1.84 萬0.01%
Sound Income Strategies, LLC264$1.38 萬0.00%
Chris Bulman Inc250$1.31 萬0.01%
New Millennium Group LLC208$1.09 萬0.01%
M&R Capital Management Inc200$1.05 萬0.00%
Ashton Thomas Private Wealth, LLC180$9,4430.00%
Atlantic Trust, LLC170$8,9180.00%
FSC Wealth Advisors, LLC161$8,4460.01%
Cornerstone Planning Group LLC151$7,0670.00%
Private Ocean, LLC93$4,8710.00%
Glassman Wealth Services81$4,2490.00%
Camelot Portfolios, LLC36$1,8890.00%
Financial Network Wealth Advisors LLC9$4720.00%

清倉機構(35 家)

2024 年第 1 季季末持有 Fidelity Wise Origin Bitcoin Fund、2024 年第 2 季有申報但已經沒有持有的機構。

2024 年第 2 季清倉 FBTC 的機構
機構2024 年第 1 季股數2024 年第 1 季市值
Redhawk Wealth Advisors, Inc.110,355$684.9 萬
Cowen and Company, LLC92,200$572.2 萬
Empowered Funds, LLC50,191$311.5 萬
Nwam LLC43,602$270.1 萬
Dakota Wealth Management37,708$234.0 萬
Executive Wealth Management, LLC28,534$174.1 萬
Two Sigma Securities, LLC19,078$118.4 萬
TCW Group Inc16,200$100.5 萬
Meridian Wealth Management, LLC15,276$94.8 萬
Renaissance Technologies LLC14,500$90.0 萬
AlphaQ Advisors LLC13,605$84.4 萬
SageView Advisory Group, LLC11,025$81.8 萬
AXS Investments LLC13,000$80.7 萬
Wolverine Trading, LLC12,663$78.6 萬
Shay Capital LLC10,000$62.1 萬
Wellington Wealth Strategies, LLC.9,390$58.3 萬
Apollon Wealth Management, LLC7,519$46.7 萬
Waddell & Associates, LLC5,980$37.1 萬
Csenge Advisory Group5,136$31.9 萬
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors4,366$27.1 萬
Dorsey & Whitney Trust CO LLC4,067$25.2 萬
LWMG, LLC3,902$24.2 萬
Beacon Investment Advisory Services, Inc.3,500$21.7 萬
Capital Performance Advisors LLP3,470$21.5 萬
Wedmont Private Capital3,471$20.9 萬
AlTi Global, Inc.3,371$20.9 萬
Sandy Cove Advisors, LLC3,366$20.9 萬
RMR Capital Management, LLC3,356$20.8 萬
Impact Partnership Wealth, LLC3,070$19.1 萬
Financial Synergies Wealth Advisors, Inc.1,668$10.4 萬
Stone House Investment Management, LLC1,200$7.45 萬
Core Wealth Advisors, Inc.712$4.42 萬
Institutional & Family Asset Management, LLC494$3.07 萬
Comerica Bank452$2.81 萬
JPMorgan Chase & Co16$1,043

尚未申報 2024 年第 2 季的機構(2 家)

2024 年第 1 季季末持有 Fidelity Wise Origin Bitcoin Fund、還沒有申報 2024 年第 2 季 13F 的機構。沒申報不代表賣出,所以不算清倉。

2024 年第 1 季持有 FBTC、尚未申報 2024 年第 2 季的機構
機構2024 年第 1 季股數2024 年第 1 季市值
Panoramic Investment Advisors, LLC84,562$524.8 萬
Retirement Group, LLC150$9,309