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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 3 季與 2024 年第 2 季比較

持有 Fidelity Wise Origin Bitcoin Fund 的機構從 2024 年第 2 季到 2024 年第 3 季的變化。

2024 年第 3 季全部持有人2024 年第 2 季全部持有人

FBTC 的 13F 持有人：2024 年第 2 季與 2024 年第 3 季比較
項目2024 年第 2 季其中尚未申報 2024 年第 3 季2024 年第 3 季變化
持有家數3153344+32
股數5,062 萬5,1755,167 萬+106.2 萬 (+2.1%)
市值$26.6 億$27.1 萬$28.7 億+$2.10 億 (+7.9%)

3 家機構在 2024 年第 2 季持有、還沒有申報 2024 年第 3 季：沒申報不算清倉，所以變化不計入它們。

新進機構（70 家）

2024 年第 3 季季末持有 Fidelity Wise Origin Bitcoin Fund、2024 年第 2 季季末沒有持有的機構。

2024 年第 3 季新進 FBTC 的機構
機構股數市值佔組合 %
Almitas Capital LLC1,115,370$6,194 萬21.89%
Atlas Wealth Partners, LLC204,214$1,134 萬17.29%
Fiduciary Alliance LLC46,018$255.5 萬0.34%
Nwam LLC43,832$243.4 萬0.15%
Panoramic Investment Advisors, LLC38,250$212.4 萬1.47%
Cetera Investment Advisers31,504$174.9 萬0.00%
Altfest L J & Co Inc27,526$152.9 萬0.20%
Executive Wealth Management, LLC26,352$146.3 萬0.11%
Park Avenue Securities LLC24,550$136.3 萬0.02%
Allegheny Financial Group LTD22,834$126.8 萬0.31%
Meridian Wealth Management, LLC18,038$100.2 萬0.05%
Arete Wealth Advisors, LLC16,002$88.6 萬0.08%
Lakeview Capital Partners, LLC15,620$86.7 萬0.14%
Atomi Financial Group, Inc.14,057$78.1 萬0.05%
SkyView Investment Advisors, LLC11,500$63.9 萬0.11%
Able Wealth Management LLC10,134$56.3 萬0.43%
Verus Financial Partners, Inc.10,156$54.8 萬0.06%
Bedel Financial Consulting, Inc.9,597$53.3 萬0.08%
Tru Independence Asset Management 2, LLC9,317$51.7 萬0.44%
Everett Harris & Co8,979$49.9 萬0.01%
LBMC Investment Advisors, LLC7,745$43.0 萬0.03%
Principle Wealth Partners LLC7,201$40.0 萬0.03%
Scientech Research LLC7,064$39.2 萬0.08%
Upper Left Wealth Management, LLC7,602$38.9 萬0.34%
Vantage Financial Partners, LLC6,950$38.6 萬0.10%
Raymond James Financial Services Advisors, Inc.6,564$36.4 萬0.00%
Daymark Wealth Partners, LLC6,542$36.3 萬0.02%
LaSalle St. Investment Advisors, LLC6,500$36.0 萬0.14%
Westover Capital Advisors, LLC6,410$35.6 萬0.07%
Benchmark Financial Wealth Advisors, LLC6,372$35.4 萬0.12%
True North Advisors, LLC6,132$34.0 萬0.09%
ExodusPoint Capital Management, LP5,800$32.2 萬0.00%
Guidance Point Advisors, LLC5,765$32.0 萬0.09%
Peloton Wealth Strategists5,650$31.4 萬0.12%
Cerity Partners LLC5,399$30.0 萬0.00%
JB Capital LLC5,160$28.7 萬0.02%
Running Point Capital Advisors, LLC5,134$28.5 萬0.11%
LPL Financial LLC5,129$28.5 萬0.00%
Waddell & Associates, LLC5,082$28.2 萬0.03%
Total Investment Management Inc5,041$28.0 萬0.03%
Cardiff Park Advisors, LLC5,000$27.8 萬0.03%
IVC Wealth Advisors LLC4,575$25.4 萬0.14%
Cascade Financial Partners, LLC4,300$25.4 萬0.03%
KKM Financial LLC4,500$25.0 萬0.12%
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors4,426$24.6 萬0.02%
Change Path, LLC4,306$23.9 萬0.01%
Independent Financial Group, LLC4,264$23.7 萬0.01%
Wealthcare Advisory Partners LLC3,885$21.6 萬0.01%
Foundations Investment Advisors, LLC3,814$21.2 萬0.00%
Captrust Financial Advisors3,738$20.8 萬0.00%
Capital Performance Advisors LLP3,470$19.3 萬0.06%
Ashburton (Jersey) Ltd2,099$11.3 萬0.04%
Raleigh Capital Management Inc.1,457$8.09 萬0.03%
Strategic Investment Solutions, Inc.1,331$7.39 萬0.02%
Teachers Insurance & Annuity Association of America935$5.19 萬0.08%
Northwestern Mutual Wealth Management Co843$4.68 萬0.00%
WR Wealth Planners, LLC593$3.29 萬0.01%
Hexagon Capital Partners LLC570$3.17 萬0.01%
Cordant, Inc.559$3.10 萬0.02%
Financial Gravity Companies, Inc.512$2.84 萬0.01%
Canton Hathaway, LLC475$2.60 萬0.01%
NBC Securities, Inc.370$2.00 萬0.00%
JPMorgan Chase & Co213$1.19 萬0.00%
Peoples Bank130$7,2170.00%
Royal Bank of Canada110$6,0000.00%
First Personal Financial Services100$5,5530.00%
Iron Horse Wealth Management, LLC100$5,5530.00%
CKW Financial Group88$5,0000.00%
Kovitz Investment Group Partners, LLC37,643$2,0900.00%
PrairieView Partners, LLC5$00.00%

清倉機構（38 家）

2024 年第 2 季季末持有 Fidelity Wise Origin Bitcoin Fund、2024 年第 3 季有申報但已經沒有持有的機構。

2024 年第 3 季清倉 FBTC 的機構
機構2024 年第 2 季股數2024 年第 2 季市值
Hunting Hill Global Capital, LLC531,739$2,790 萬
DRW Securities, LLC109,836$576.2 萬
Kamunting Street Capital Management, L.P.90,000$472.1 萬
IMC-Chicago, LLC87,515$459.1 萬
Cantor Fitzgerald, L. P.73,292$384.5 萬
Point72 Asset Management, L.P.57,192$300.0 萬
Graham Capital Management, L.P.51,000$267.5 萬
Old Mission Capital LLC49,780$261.1 萬
Boston Private Wealth LLC33,202$174.2 萬
Senator Investment Group LP28,419$149.1 萬
Resources Investment Advisors, LLC.23,392$122.7 萬
Proficio Capital Partners LLC20,094$105.4 萬
Coyle Financial Counsel LLC9,150$56.8 萬
Correct Capital Wealth Management9,725$51.0 萬
Smallwood Wealth Investment Management, LLC6,803$35.7 萬
Sugar Maple Asset Management, LLC5,505$28.9 萬
Zuckerman Investment Group, LLC5,000$26.2 萬
Gibson Capital, LLC4,728$24.8 萬
Silverlake Wealth Management LLC4,492$23.6 萬
Delap Wealth Advisory, LLC4,470$23.4 萬
Walleye Capital LLC4,370$22.9 萬
Brinker Capital Investments, LLC4,344$22.8 萬
Orion Portfolio Solutions, LLC4,344$22.8 萬
United Community Bank4,183$21.9 萬
Florida Financial Advisors, LLC4,139$21.7 萬
First National Corp3,929$20.6 萬
Simplicity Wealth,LLC3,853$20.2 萬
Spartan Fund Management Inc.2,500$13.1 萬
Tower Research Capital LLC (TRC)625$3.28 萬
Lynx Investment Advisory350$1.84 萬
Colonial Trust Advisors300$1.57 萬
Newbridge Financial Services Group, Inc.282$1.48 萬
Chris Bulman Inc250$1.31 萬
Ashton Thomas Private Wealth, LLC180$9,443
Hollencrest Capital Management170$8,918
Castleview Partners, LLC80$4,197
Camelot Portfolios, LLC36$1,889
Financial Network Wealth Advisors LLC9$472

尚未申報 2024 年第 3 季的機構（3 家）

2024 年第 2 季季末持有 Fidelity Wise Origin Bitcoin Fund、還沒有申報 2024 年第 3 季 13F 的機構。沒申報不代表賣出，所以不算清倉。

2024 年第 2 季持有 FBTC、尚未申報 2024 年第 3 季的機構
機構2024 年第 2 季股數2024 年第 2 季市值
Buckingham Strategic Wealth, LLC4,570$24.0 萬
Sofos Investments, Inc.512$2.69 萬
Private Ocean, LLC93$4,871