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 13F 持有人
Fidelity Wise Origin Bitcoin Fund 在 2024/6/30 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 315
- 較 2024 年第 1 季 +70 家
- 持有股數
- 5,062 萬
- 較 2024 年第 1 季 +1,290 萬 (+34.2%)
- 總市值
- $26.6 億
- 較 2024 年第 1 季 +$3.23 億 (+13.8%)
- 新進機構
- 105
- 另有 127 家加碼
- 清倉機構
- 35
- 另有 41 家減碼
另有 2 家機構在 2024 年第 1 季持有、還沒有申報 2024 年第 2 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 FBTC 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 627 | $17.1 億 |
| 2026 年第 1 季 | 650 | $21.0 億 |
| 2025 年第 4 季 | 680 | $33.6 億 |
| 2025 年第 3 季 | 685 | $44.4 億 |
| 2025 年第 2 季 | 623 | $46.8 億 |
| 2025 年第 1 季 | 535 | $35.4 億 |
| 2024 年第 4 季 | 531 | $49.2 億 |
| 2024 年第 3 季 | 344 | $28.7 億 |
| 2024 年第 2 季 | 315 | $26.6 億 |
| 2024 年第 1 季 | 247 | $23.4 億 |
| 2023 年第 4 季 | 0 | $0 |
| 2023 年第 3 季 | 0 | $0 |
| 2023 年第 2 季 | 0 | $0 |
| 2023 年第 1 季 | 0 | $0 |
| 2022 年第 4 季 | 0 | $0 |
| 2022 年第 3 季 | 0 | $0 |
| 2022 年第 2 季 | 0 | $0 |
| 2022 年第 1 季 | 0 | $0 |
| 2021 年第 4 季 | 0 | $0 |
| 2021 年第 3 季 | 0 | $0 |
| 2021 年第 2 季 | 0 | $0 |
| 2021 年第 1 季 | 0 | $0 |
2024 年第 2 季持有機構
每家機構持有 Fidelity Wise Origin Bitcoin Fund 的股數、市值與佔組合比重；股數變化跟 2024 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Gibson Capital, LLC | 4,728 | $24.8 萬 | 0.05% | 00.0% | 不變 |
| Laidlaw Wealth Management LLC | 4,737 | $24.9 萬 | 0.14% | −354−7.0% | 減碼 |
| WealthPlan Investment Management, LLC | 4,738 | $24.9 萬 | 0.04% | +4,738 | 新進 |
| Pallas Capital Advisors LLC | 4,511 | $25.1 萬 | 0.01% | +577+14.7% | 加碼 |
| Delta Investment Management, LLC | 4,788 | $25.1 萬 | 0.06% | +4,788 | 新進 |
| Lake Street Advisors Group, LLC | 4,790 | $25.1 萬 | 0.01% | +4,790 | 新進 |
| Personal Cfo Solutions, LLC | 4,880 | $25.6 萬 | 0.04% | +100+2.1% | 加碼 |
| Advisor Group Holdings, Inc. | 4,931 | $25.9 萬 | 0.00% | −1,038−17.4% | 減碼 |
| Allworth Financial LP | 4,413 | $26.0 萬 | 0.00% | +1,429+47.9% | 加碼 |
| Aries Wealth Management | 4,956 | $26.0 萬 | 0.08% | +4,956 | 新進 |
| Zuckerman Investment Group, LLC | 5,000 | $26.2 萬 | 0.03% | +5,000 | 新進 |
| Wealth Quarterback LLC | 5,085 | $26.7 萬 | 0.15% | +5,085 | 新進 |
| Associated Banc-Corp | 5,120 | $26.9 萬 | 0.01% | +5,120 | 新進 |
| Chicago Partners Investment Group LLC | 4,726 | $27.2 萬 | 0.01% | +4,726 | 新進 |
| AdvisorNet Financial, Inc | 5,204 | $27.3 萬 | 0.02% | +5,204 | 新進 |
| First Heartland Consultants, Inc. | 5,266 | $27.6 萬 | 0.03% | +34+0.6% | 加碼 |
| Sanctuary Advisors, LLC | 5,017 | $28.0 萬 | 0.00% | +5,017 | 新進 |
| Lionsbridge Wealth Management LLC | 5,333 | $28.0 萬 | 0.22% | −4,032−43.1% | 減碼 |
| Canvas Wealth Advisors, LLC | 4,915 | $28.3 萬 | 0.09% | +403+8.9% | 加碼 |
| Tectonic Advisors LLC | 5,445 | $28.6 萬 | 0.02% | +287+5.6% | 加碼 |
| Intellectus Partners, LLC | 5,500 | $28.9 萬 | 0.08% | +1,200+27.9% | 加碼 |
| Basso Capital Management, L.P. | 5,500 | $28.9 萬 | 0.26% | +5,500 | 新進 |
| Sage Mountain Advisors LLC | 5,503 | $28.9 萬 | 0.03% | 00.0% | 不變 |
| Sugar Maple Asset Management, LLC | 5,505 | $28.9 萬 | 0.28% | +5,505 | 新進 |
| Cooper Financial Group | 5,593 | $29.3 萬 | 0.04% | +5,593 | 新進 |
| Horizon Kinetics Asset Management LLC | 5,705 | $29.9 萬 | 0.01% | +5,705 | 新進 |
| Equitable Trust Co | 5,551 | $30.1 萬 | 0.02% | +5,551 | 新進 |
| Aptus Capital Advisors, LLC | 5,755 | $30.2 萬 | 0.01% | +787+15.8% | 加碼 |
| Belpointe Asset Management LLC | 5,760 | $30.2 萬 | 0.02% | +1,360+30.9% | 加碼 |
| Roman Butler Fullerton & Co | 6,072 | $30.5 萬 | 0.10% | +6,072 | 新進 |
| FinTrust Capital Advisors, LLC | 5,851 | $30.7 萬 | 0.06% | +682+13.2% | 加碼 |
| Invesco Ltd. | 5,950 | $31.2 萬 | 0.00% | +5,950 | 新進 |
| Thoroughbred Financial Services, LLC | 6,000 | $31.4 萬 | 0.02% | +6,000 | 新進 |
| Rothschild Investment LLC | 6,000 | $31.5 萬 | 0.02% | +3,000+100.0% | 加碼 |
| Regatta Capital Group, LLC | 6,134 | $32.2 萬 | 0.07% | +6,134 | 新進 |
| SFMG, LLC | 6,177 | $32.4 萬 | 0.03% | +2,440+65.3% | 加碼 |
| We Are One Seven, LLC | 6,194 | $32.5 萬 | 0.02% | +111+1.8% | 加碼 |
| CRA Financial Services, LLC | 6,244 | $32.8 萬 | 0.07% | +369+6.3% | 加碼 |
| NewEdge Wealth, LLC | 6,418 | $33.7 萬 | 0.01% | +6,418 | 新進 |
| Financial Partners Group, Inc | 6,473 | $34.0 萬 | 0.05% | +1,489+29.9% | 加碼 |
| NTV Asset Management LLC | 6,500 | $34.1 萬 | 0.05% | +2,500+62.5% | 加碼 |
| Merit Financial Group, LLC | 6,696 | $35.1 萬 | 0.01% | +348+5.5% | 加碼 |
| Smallwood Wealth Investment Management, LLC | 6,803 | $35.7 萬 | 0.28% | +6,803 | 新進 |
| BCJ Capital Management, LLC | 6,827 | $35.8 萬 | 0.03% | +6,827 | 新進 |
| Berger Financial Group, Inc | 7,287 | $38.2 萬 | 0.03% | +90+1.3% | 加碼 |
| JSF Financial, LLC | 7,312 | $38.4 萬 | 0.12% | −425−5.5% | 減碼 |
| Parallel Advisors, LLC | 7,630 | $40.0 萬 | 0.01% | +424+5.9% | 加碼 |
| Pure Financial Advisors, Inc. | 7,774 | $40.8 萬 | 0.01% | +506+7.0% | 加碼 |
| Sweeney & Michel, LLC | 8,235 | $41.7 萬 | 0.18% | +300+3.8% | 加碼 |
| Mission Wealth Management, LP | 8,092 | $42.5 萬 | 0.01% | +156+2.0% | 加碼 |
| Libra Wealth LLC | 8,183 | $42.9 萬 | 0.19% | +1,892+30.1% | 加碼 |
| Central Trust Co | 8,369 | $43.9 萬 | 0.01% | +50+0.6% | 加碼 |
| Johnson Investment Counsel Inc | 8,425 | $44.2 萬 | 0.00% | +4,100+94.8% | 加碼 |
| Mutual Advisors, LLC | 7,855 | $46.2 萬 | 0.01% | +1,642+26.4% | 加碼 |
| M. Kulyk & Associates, LLC | 8,872 | $46.5 萬 | 0.11% | 00.0% | 不變 |
| Bank of Montreal | 8,124 | $47.3 萬 | 0.00% | −1,654−16.9% | 減碼 |
| Blue Square Asset Management, LLC | 9,028 | $47.4 萬 | 0.28% | +9,028 | 新進 |
| Kestra Private Wealth Services, LLC | 9,066 | $47.6 萬 | 0.01% | +9,066 | 新進 |
| Thrivent Financial for Lutherans | 9,444 | $49.5 萬 | 0.00% | −4,910−34.2% | 減碼 |
| Am Investment Strategies LLC | 9,455 | $49.6 萬 | 0.12% | +2,040+27.5% | 加碼 |
| Access Financial Services, Inc. | 9,600 | $50.4 萬 | 0.23% | 00.0% | 不變 |
| Correct Capital Wealth Management | 9,725 | $51.0 萬 | 0.12% | +9,725 | 新進 |
| National Asset Management, Inc. | 9,812 | $51.5 萬 | 0.01% | +9,812 | 新進 |
| Glaxis Capital Management, LLC | 10,000 | $52.5 萬 | 0.91% | +10,000 | 新進 |
| Samalin Investment Counsel, LLC | 10,185 | $53.4 萬 | 0.25% | +36+0.4% | 加碼 |
| Hubbell Strickland Wealth Management, LLC | 10,492 | $55.0 萬 | 0.28% | +1,704+19.4% | 加碼 |
| Soltis Investment Advisors LLC | 10,557 | $55.4 萬 | 0.06% | +2,244+27.0% | 加碼 |
| Sunbelt Securities, Inc. | 10,687 | $56.1 萬 | 0.06% | +10,687 | 新進 |
| Scotia Capital Inc. | 10,800 | $56.7 萬 | 0.00% | +2,534+30.7% | 加碼 |
| Coyle Financial Counsel LLC | 9,150 | $56.8 萬 | 0.20% | 00.0% | 不變 |
| Mustard Seed Financial, LLC | 10,890 | $57.1 萬 | 0.55% | −1,949−15.2% | 減碼 |
| Madison Park Capital Advisors, LLC | 10,984 | $57.6 萬 | 0.48% | +10,984 | 新進 |
| Moors & Cabot, Inc. | 11,062 | $58.0 萬 | 0.03% | −1,258−10.2% | 減碼 |
| MAI Capital Management | 11,558 | $60.6 萬 | 0.01% | 00.0% | 不變 |
| Financial Designs Corp | 12,222 | $64.1 萬 | 0.44% | +12,222 | 新進 |
| Kingsview Wealth Management, LLC | 12,253 | $64.3 萬 | 0.02% | +12,253 | 新進 |
| CIBC Private Wealth Group, LLC | 13,028 | $64.4 萬 | 0.00% | +4,155+46.8% | 加碼 |
| Synergy Financial Group, LTD | 12,351 | $64.8 萬 | 0.68% | +424+3.6% | 加碼 |
| SMART Wealth LLC | 13,073 | $68.6 萬 | 0.28% | +3,222+32.7% | 加碼 |
| Ancora Advisors, LLC | 13,092 | $68.7 萬 | 0.02% | −1,838−12.3% | 減碼 |
| Brown Advisory Inc | 13,171 | $69.1 萬 | 0.00% | +2,336+21.6% | 加碼 |
| Tradition Wealth Management, LLC | 13,400 | $70.3 萬 | 0.07% | −19−0.1% | 減碼 |
| Evexia Wealth LLC | 11,899 | $71.1 萬 | 0.27% | +11,899 | 新進 |
| AE Wealth Management LLC | 13,642 | $71.6 萬 | 0.01% | +8,125+147.3% | 加碼 |
| Marietta Wealth Management, LLC | 14,470 | $75.9 萬 | 0.12% | +14,470 | 新進 |
| Brown Brothers Harriman & Co | 14,579 | $76.5 萬 | 0.01% | 00.0% | 不變 |
| Valeo Financial Advisors, LLC | 14,619 | $76.7 萬 | 0.02% | +1,270+9.5% | 加碼 |
| Wellspring Financial Advisors, LLC | 14,763 | $77.4 萬 | 0.11% | +14,763 | 新進 |
| Nkcfo LLC | 15,000 | $78.7 萬 | 0.43% | 00.0% | 不變 |
| Great Valley Advisor Group, Inc. | 15,413 | $80.9 萬 | 0.02% | +76+0.5% | 加碼 |
| Private Advisor Group, LLC | 15,539 | $81.5 萬 | 0.01% | +15,539 | 新進 |
| Pathstone Holdings, LLC | 16,073 | $84.3 萬 | 0.00% | +10,659+196.9% | 加碼 |
| Waldron Private Wealth LLC | 16,175 | $84.9 萬 | 0.04% | 00.0% | 不變 |
| Almanack Investment Partners, LLC. | 16,242 | $85.2 萬 | 0.14% | +4,036+33.1% | 加碼 |
| Firestone Capital Management | 16,896 | $88.6 萬 | 0.24% | +120+0.7% | 加碼 |
| Vista Wealth Management Group, LLC | 17,223 | $90.4 萬 | 0.07% | 00.0% | 不變 |
| Condor Capital Management | 17,248 | $90.5 萬 | 0.09% | −496−2.8% | 減碼 |
| Cinctive Capital Management LP | 17,500 | $91.8 萬 | 0.05% | 00.0% | 不變 |
| Gamco Investors, Inc. Et Al | 17,500 | $91.8 萬 | 0.01% | +6,000+52.2% | 加碼 |
| Financial Management Professionals, Inc. | 17,767 | $93.2 萬 | 0.13% | −1,603−8.3% | 減碼 |