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 13F 持有人
Fidelity Wise Origin Bitcoin Fund 在 2024/9/30 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
- 344
- 較 2024 年第 2 季 +32 家
- 持有股數
- 5,167 萬
- 較 2024 年第 2 季 +106.2 萬 (+2.1%)
- 總市值
- $28.7 億
- 較 2024 年第 2 季 +$2.10 億 (+7.9%)
- 新進機構
- 70
- 另有 144 家加碼
- 清倉機構
- 38
- 另有 54 家減碼
另有 3 家機構在 2024 年第 2 季持有、還沒有申報 2024 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| IVC Wealth Advisors LLC | 4,575 | $25.4 萬 | 0.14% | +4,575 | 新進 |
| Robertson Stephens Wealth Management, LLC | 4,597 | $25.5 萬 | 0.01% | +581+14.5% | 加碼 |
| Lake Street Advisors Group, LLC | 4,790 | $26.6 萬 | 0.01% | 00.0% | 不變 |
| Delta Investment Management, LLC | 4,801 | $26.7 萬 | 0.05% | +13+0.3% | 加碼 |
| Personal Cfo Solutions, LLC | 4,879 | $27.1 萬 | 0.04% | −10.0% | 減碼 |
| Cardiff Park Advisors, LLC | 5,000 | $27.8 萬 | 0.03% | +5,000 | 新進 |
| Total Investment Management Inc | 5,041 | $28.0 萬 | 0.03% | +5,041 | 新進 |
| Pallas Capital Advisors LLC | 4,697 | $28.1 萬 | 0.01% | +186+4.1% | 加碼 |
| Merit Financial Group, LLC | 5,056 | $28.1 萬 | 0.01% | −1,640−24.5% | 減碼 |
| Canvas Wealth Advisors, LLC | 5,070 | $28.2 萬 | 0.08% | +155+3.2% | 加碼 |
| Waddell & Associates, LLC | 5,082 | $28.2 萬 | 0.03% | +5,082 | 新進 |
| Wealth Quarterback LLC | 5,099 | $28.3 萬 | 0.15% | +14+0.3% | 加碼 |
| LPL Financial LLC | 5,129 | $28.5 萬 | 0.00% | +5,129 | 新進 |
| Running Point Capital Advisors, LLC | 5,134 | $28.5 萬 | 0.11% | +5,134 | 新進 |
| Integrated Wealth Concepts LLC | 5,137 | $28.5 萬 | 0.00% | +1,303+34.0% | 加碼 |
| JB Capital LLC | 5,160 | $28.7 萬 | 0.02% | +5,160 | 新進 |
| Timber Creek Capital Management LLC | 5,185 | $28.8 萬 | 0.08% | +573+12.4% | 加碼 |
| First Heartland Consultants, Inc. | 5,266 | $29.2 萬 | 0.03% | 00.0% | 不變 |
| Laidlaw Wealth Management LLC | 5,307 | $29.5 萬 | 0.15% | +570+12.0% | 加碼 |
| Concurrent Investment Advisors, LLC | 5,342 | $29.7 萬 | 0.01% | +1,010+23.3% | 加碼 |
| BKD Wealth Advisors, LLC | 5,380 | $29.9 萬 | 0.01% | +1,191+28.4% | 加碼 |
| Cerity Partners LLC | 5,399 | $30.0 萬 | 0.00% | +5,399 | 新進 |
| Central Trust Co | 5,426 | $30.1 萬 | 0.01% | −2,943−35.2% | 減碼 |
| Tectonic Advisors LLC | 5,445 | $30.2 萬 | 0.02% | 00.0% | 不變 |
| Basso Capital Management, L.P. | 5,500 | $30.5 萬 | 0.28% | 00.0% | 不變 |
| Intellectus Partners, LLC | 5,500 | $30.5 萬 | 0.08% | 00.0% | 不變 |
| Sage Mountain Advisors LLC | 5,503 | $30.6 萬 | 0.03% | 00.0% | 不變 |
| WealthPlan Investment Management, LLC | 5,532 | $30.7 萬 | 0.03% | +794+16.8% | 加碼 |
| AdvisorNet Financial, Inc | 5,550 | $30.8 萬 | 0.02% | +346+6.6% | 加碼 |
| Titleist Asset Management, LLC | 5,550 | $30.8 萬 | 0.04% | +1,561+39.1% | 加碼 |
| Equitable Trust Co | 5,551 | $30.8 萬 | 0.02% | 00.0% | 不變 |
| Cooper Financial Group | 5,593 | $31.1 萬 | 0.04% | 00.0% | 不變 |
| BCJ Capital Management, LLC | 5,614 | $31.2 萬 | 0.02% | −1,213−17.8% | 減碼 |
| Peloton Wealth Strategists | 5,650 | $31.4 萬 | 0.12% | +5,650 | 新進 |
| Falcon Wealth Planning | 5,765 | $32.0 萬 | 0.04% | +1,330+30.0% | 加碼 |
| Guidance Point Advisors, LLC | 5,765 | $32.0 萬 | 0.09% | +5,765 | 新進 |
| ExodusPoint Capital Management, LP | 5,800 | $32.2 萬 | 0.00% | +5,800 | 新進 |
| Associated Banc-Corp | 5,835 | $32.4 萬 | 0.01% | +715+14.0% | 加碼 |
| Horizon Kinetics Asset Management LLC | 5,916 | $32.9 萬 | 0.00% | +211+3.7% | 加碼 |
| Thoroughbred Financial Services, LLC | 6,000 | $33.3 萬 | 0.02% | 00.0% | 不變 |
| Rothschild Investment LLC | 6,000 | $33.3 萬 | 0.02% | 00.0% | 不變 |
| True North Advisors, LLC | 6,132 | $34.0 萬 | 0.09% | +6,132 | 新進 |
| Invesco Ltd. | 6,239 | $34.6 萬 | 0.00% | +289+4.9% | 加碼 |
| We Are One Seven, LLC | 6,338 | $35.2 萬 | 0.02% | +144+2.3% | 加碼 |
| Benchmark Financial Wealth Advisors, LLC | 6,372 | $35.4 萬 | 0.12% | +6,372 | 新進 |
| Westover Capital Advisors, LLC | 6,410 | $35.6 萬 | 0.07% | +6,410 | 新進 |
| NewEdge Wealth, LLC | 6,418 | $35.6 萬 | 0.01% | 00.0% | 不變 |
| LaSalle St. Investment Advisors, LLC | 6,500 | $36.0 萬 | 0.14% | +6,500 | 新進 |
| Daymark Wealth Partners, LLC | 6,542 | $36.3 萬 | 0.02% | +6,542 | 新進 |
| Raymond James Financial Services Advisors, Inc. | 6,564 | $36.4 萬 | 0.00% | +6,564 | 新進 |
| Parallel Advisors, LLC | 6,621 | $36.8 萬 | 0.01% | −1,009−13.2% | 減碼 |
| Chicago Partners Investment Group LLC | 6,421 | $37.3 萬 | 0.01% | +1,695+35.9% | 加碼 |
| Vantage Financial Partners, LLC | 6,950 | $38.6 萬 | 0.10% | +6,950 | 新進 |
| Upper Left Wealth Management, LLC | 7,602 | $38.9 萬 | 0.34% | +7,602 | 新進 |
| Scientech Research LLC | 7,064 | $39.2 萬 | 0.08% | +7,064 | 新進 |
| Aptus Capital Advisors, LLC | 7,191 | $39.9 萬 | 0.01% | +1,436+25.0% | 加碼 |
| Financial Partners Group, Inc | 7,194 | $39.9 萬 | 0.06% | +721+11.1% | 加碼 |
| Principle Wealth Partners LLC | 7,201 | $40.0 萬 | 0.03% | +7,201 | 新進 |
| Regatta Capital Group, LLC | 7,209 | $40.0 萬 | 0.08% | +1,075+17.5% | 加碼 |
| Berger Financial Group, Inc | 7,287 | $40.5 萬 | 0.03% | 00.0% | 不變 |
| JSF Financial, LLC | 7,312 | $40.6 萬 | 0.12% | 00.0% | 不變 |
| Pure Financial Advisors, Inc. | 7,727 | $42.9 萬 | 0.01% | −47−0.6% | 減碼 |
| LBMC Investment Advisors, LLC | 7,745 | $43.0 萬 | 0.03% | +7,745 | 新進 |
| Aries Wealth Management | 8,161 | $45.3 萬 | 0.12% | +3,205+64.7% | 加碼 |
| Mission Wealth Management, LP | 8,479 | $47.1 萬 | 0.01% | +387+4.8% | 加碼 |
| M. Kulyk & Associates, LLC | 8,481 | $47.1 萬 | 0.09% | −391−4.4% | 減碼 |
| Sunbelt Securities, Inc. | 8,668 | $48.1 萬 | 0.05% | −2,019−18.9% | 減碼 |
| Johnson Investment Counsel Inc | 8,671 | $48.2 萬 | 0.00% | +246+2.9% | 加碼 |
| CRA Financial Services, LLC | 8,720 | $48.4 萬 | 0.09% | +2,476+39.7% | 加碼 |
| FinTrust Capital Advisors, LLC | 8,833 | $49.0 萬 | 0.08% | +2,982+51.0% | 加碼 |
| Mutual Advisors, LLC | 8,309 | $49.6 萬 | 0.01% | +454+5.8% | 加碼 |
| Everett Harris & Co | 8,979 | $49.9 萬 | 0.01% | +8,979 | 新進 |
| MAI Capital Management | 9,007 | $50.0 萬 | 0.00% | −2,551−22.1% | 減碼 |
| Blue Square Asset Management, LLC | 9,028 | $50.1 萬 | 0.27% | 00.0% | 不變 |
| Bleakley Financial Group, LLC | 9,088 | $50.5 萬 | 0.02% | +5,235+135.9% | 加碼 |
| Sweeney & Michel, LLC | 8,503 | $51.0 萬 | 0.20% | +268+3.3% | 加碼 |
| Tru Independence Asset Management 2, LLC | 9,317 | $51.7 萬 | 0.44% | +9,317 | 新進 |
| Allworth Financial LP | 9,580 | $53.2 萬 | 0.00% | +5,167+117.1% | 加碼 |
| Bedel Financial Consulting, Inc. | 9,597 | $53.3 萬 | 0.08% | +9,597 | 新進 |
| Access Financial Services, Inc. | 9,600 | $53.3 萬 | 0.24% | 00.0% | 不變 |
| 3EDGE Asset Management, LP | 9,826 | $54.6 萬 | 0.04% | −9,407−48.9% | 減碼 |
| Verus Financial Partners, Inc. | 10,156 | $54.8 萬 | 0.06% | +10,156 | 新進 |
| Glaxis Capital Management, LLC | 10,000 | $55.5 萬 | 2.17% | 00.0% | 不變 |
| Able Wealth Management LLC | 10,134 | $56.3 萬 | 0.43% | +10,134 | 新進 |
| National Asset Management, Inc. | 10,440 | $57.5 萬 | 0.02% | +628+6.4% | 加碼 |
| Samalin Investment Counsel, LLC | 10,780 | $59.9 萬 | 0.26% | +595+5.8% | 加碼 |
| Scotia Capital Inc. | 10,800 | $60.0 萬 | 0.00% | 00.0% | 不變 |
| Belpointe Asset Management LLC | 10,800 | $60.0 萬 | 0.04% | +5,040+87.5% | 加碼 |
| Moors & Cabot, Inc. | 10,835 | $60.2 萬 | 0.03% | −227−2.1% | 減碼 |
| Lionsbridge Wealth Management LLC | 11,079 | $61.5 萬 | 0.49% | +5,746+107.7% | 加碼 |
| Hubbell Strickland Wealth Management, LLC | 11,121 | $61.8 萬 | 0.29% | +629+6.0% | 加碼 |
| Roman Butler Fullerton & Co | 10,830 | $63.5 萬 | 0.19% | +4,758+78.4% | 加碼 |
| SkyView Investment Advisors, LLC | 11,500 | $63.9 萬 | 0.11% | +11,500 | 新進 |
| Colony Group, LLC | 13,494 | $66.2 萬 | 0.00% | −15,716−53.8% | 減碼 |
| Synergy Financial Group, LTD | 12,328 | $68.5 萬 | 0.65% | −23−0.2% | 減碼 |
| NTV Asset Management LLC | 12,500 | $69.4 萬 | 0.09% | +6,000+92.3% | 加碼 |
| AE Wealth Management LLC | 12,516 | $69.5 萬 | 0.01% | −1,126−8.3% | 減碼 |
| Soltis Investment Advisors LLC | 12,963 | $72.0 萬 | 0.07% | +2,406+22.8% | 加碼 |
| Ancora Advisors, LLC | 13,294 | $73.8 萬 | 0.02% | +202+1.5% | 加碼 |
| Tradition Wealth Management, LLC | 13,402 | $74.4 萬 | 0.07% | +20.0% | 加碼 |