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 |
|---|---|---|---|---|---|
| Brown Advisory Inc | 13,836 | $76.8 萬 | 0.00% | +665+5.0% | 加碼 |
| Pathstone Holdings, LLC | 13,893 | $77.1 萬 | 0.00% | −2,180−13.6% | 減碼 |
| Coston, McIsaac & Partners | 13,987 | $77.6 萬 | 0.22% | +9,310+199.1% | 加碼 |
| Atomi Financial Group, Inc. | 14,057 | $78.1 萬 | 0.05% | +14,057 | 新進 |
| Almanack Investment Partners, LLC. | 14,307 | $79.4 萬 | 0.12% | −1,935−11.9% | 減碼 |
| Marietta Wealth Management, LLC | 14,470 | $80.4 萬 | 0.12% | 00.0% | 不變 |
| Wellspring Financial Advisors, LLC | 14,763 | $82.0 萬 | 0.10% | 00.0% | 不變 |
| Valeo Financial Advisors, LLC | 14,770 | $82.0 萬 | 0.02% | +151+1.0% | 加碼 |
| Nkcfo LLC | 15,000 | $83.3 萬 | 0.40% | 00.0% | 不變 |
| Mustard Seed Financial, LLC | 15,102 | $83.9 萬 | 0.70% | +4,212+38.7% | 加碼 |
| Great Valley Advisor Group, Inc. | 15,413 | $85.6 萬 | 0.02% | 00.0% | 不變 |
| Clearstead Advisors, LLC | 15,422 | $85.6 萬 | 0.01% | +11,434+286.7% | 加碼 |
| Lakeview Capital Partners, LLC | 15,620 | $86.7 萬 | 0.14% | +15,620 | 新進 |
| Arete Wealth Advisors, LLC | 16,002 | $88.6 萬 | 0.08% | +16,002 | 新進 |
| Madison Park Capital Advisors, LLC | 16,783 | $93.2 萬 | 0.70% | +5,799+52.8% | 加碼 |
| Condor Capital Management | 17,013 | $94.5 萬 | 0.09% | −235−1.4% | 減碼 |
| RSM US Wealth Management LLC | 17,539 | $94.7 萬 | 0.01% | +180+1.0% | 加碼 |
| CIBC Private Wealth Group, LLC | 17,093 | $94.9 萬 | 0.00% | +4,065+31.2% | 加碼 |
| Vista Wealth Management Group, LLC | 17,208 | $95.6 萬 | 0.06% | −15−0.1% | 減碼 |
| Waldron Private Wealth LLC | 17,235 | $95.7 萬 | 0.04% | +1,060+6.6% | 加碼 |
| Private Advisor Group, LLC | 17,355 | $96.4 萬 | 0.01% | +1,816+11.7% | 加碼 |
| Gamco Investors, Inc. Et Al | 17,500 | $97.2 萬 | 0.01% | 00.0% | 不變 |
| Cinctive Capital Management LP | 17,500 | $97.2 萬 | 0.06% | 00.0% | 不變 |
| Meridian Wealth Management, LLC | 18,038 | $100.2 萬 | 0.05% | +18,038 | 新進 |
| Traynor Capital Management, Inc. | 18,105 | $100.5 萬 | 0.08% | −172,714−90.5% | 減碼 |
| Financial Management Professionals, Inc. | 18,427 | $102.3 萬 | 0.13% | +660+3.7% | 加碼 |
| Advisory Services Network, LLC | 19,723 | $103.5 萬 | 0.02% | 00.0% | 不變 |
| Firestone Capital Management | 18,717 | $103.9 萬 | 0.26% | +1,821+10.8% | 加碼 |
| Vivaldi Capital Management, LLC | 19,695 | $109.4 萬 | 0.32% | 00.0% | 不變 |
| Libra Wealth LLC | 20,479 | $113.7 萬 | 0.45% | +12,296+150.3% | 加碼 |
| Financial Designs Corp | 20,523 | $114.0 萬 | 0.74% | +8,301+67.9% | 加碼 |
| Ronald Blue Trust, Inc. | 22,134 | $116.1 萬 | 0.02% | +17+0.1% | 加碼 |
| Capital Investment Advisors, LLC | 21,201 | $117.7 萬 | 0.02% | −557−2.6% | 減碼 |
| Global Retirement Partners, LLC | 21,904 | $121.6 萬 | 0.04% | +2,274+11.6% | 加碼 |
| Life Line Wealth Management LLC | 22,054 | $122.5 萬 | 0.44% | 00.0% | 不變 |
| Childress Capital Advisors, LLC | 22,086 | $122.6 萬 | 0.33% | −4,500−16.9% | 減碼 |
| EP Wealth Advisors, LLC | 22,269 | $123.7 萬 | 0.01% | +277+1.3% | 加碼 |
| Mercer Global Advisors Inc | 23,003 | $124.2 萬 | 0.00% | +149+0.7% | 加碼 |
| Allegheny Financial Group LTD | 22,834 | $126.8 萬 | 0.31% | +22,834 | 新進 |
| SMART Wealth LLC | 23,490 | $130.4 萬 | 0.51% | +10,417+79.7% | 加碼 |
| Archetype Wealth Partners | 23,523 | $130.6 萬 | 0.19% | +245+1.1% | 加碼 |
| Kestra Private Wealth Services, LLC | 23,904 | $132.7 萬 | 0.02% | +14,838+163.7% | 加碼 |
| Park Avenue Securities LLC | 24,550 | $136.3 萬 | 0.02% | +24,550 | 新進 |
| Rathbone Brothers plc | 25,500 | $141.6 萬 | 0.01% | 00.0% | 不變 |
| Abound Wealth Management | 25,758 | $143.0 萬 | 0.47% | +37+0.1% | 加碼 |
| Mills Wealth Advisors LLC | 25,869 | $143.7 萬 | 0.99% | −239−0.9% | 減碼 |
| Brown Brothers Harriman & Co | 26,299 | $146.0 萬 | 0.01% | +11,720+80.4% | 加碼 |
| Executive Wealth Management, LLC | 26,352 | $146.3 萬 | 0.11% | +26,352 | 新進 |
| Edge Capital Group, LLC | 26,565 | $147.5 萬 | 0.07% | 00.0% | 不變 |
| Highland Financial Advisors, LLC | 26,894 | $149.3 萬 | 0.53% | +4,150+18.2% | 加碼 |
| Sanctuary Advisors, LLC | 17,279 | $149.9 萬 | 0.01% | +12,262+244.4% | 加碼 |
| Altfest L J & Co Inc | 27,526 | $152.9 萬 | 0.20% | +27,526 | 新進 |
| Stratos Wealth Advisors, LLC | 27,744 | $154.1 萬 | 0.07% | +1,023+3.8% | 加碼 |
| Lido Advisors, LLC | 27,814 | $154.5 萬 | 0.01% | +3,787+15.8% | 加碼 |
| Secure Asset Management, LLC | 28,350 | $157.4 萬 | 0.27% | +4,703+19.9% | 加碼 |
| CWM, LLC | 28,358 | $157.5 萬 | 0.01% | +3,989+16.4% | 加碼 |
| Bank of America Corp | 29,919 | $166.1 萬 | 0.00% | +499+1.7% | 加碼 |
| Arbor Capital Management Inc | 31,505 | $170.5 萬 | 1.61% | +3,669+13.2% | 加碼 |
| Stansberry Asset Management, LLC | 31,063 | $172.5 萬 | 0.22% | −1,841−5.6% | 減碼 |
| Cetera Investment Advisers | 31,504 | $174.9 萬 | 0.00% | +31,504 | 新進 |
| Ieq Capital, LLC | 31,571 | $175.3 萬 | 0.02% | +2,191+7.5% | 加碼 |
| Guild Investment Management, Inc. | 32,117 | $178.3 萬 | 1.96% | +10,455+48.3% | 加碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 32,996 | $183.2 萬 | 0.07% | +8,236+33.3% | 加碼 |
| Am Investment Strategies LLC | 33,180 | $184.2 萬 | 0.45% | +23,725+250.9% | 加碼 |
| Peregrine Asset Advisers, Inc. | 35,091 | $194.9 萬 | 0.67% | −33,634−48.9% | 減碼 |
| Kerrisdale Advisers, LLC | 35,172 | $195.3 萬 | 0.66% | +14,070+66.7% | 加碼 |
| Evexia Wealth LLC | 35,351 | $195.9 萬 | 0.69% | +23,452+197.1% | 加碼 |
| Citadel Advisors LLC | 35,419 | $196.7 萬 | 0.00% | −43,110−54.9% | 減碼 |
| Copperleaf Capital, LLC | 36,494 | $202.6 萬 | 1.55% | −12,026−24.8% | 減碼 |
| SevenBridge Financial Group, LLC | 26,655 | $203.0 萬 | 0.39% | +2,947+12.4% | 加碼 |
| RFG Advisory, LLC | 36,819 | $204.5 萬 | 0.06% | +6,469+21.3% | 加碼 |
| PYA Waltman Capital, LLC | 37,301 | $207.1 萬 | 0.68% | +4,435+13.5% | 加碼 |
| SFMG, LLC | 37,577 | $208.7 萬 | 0.17% | +31,400+508.3% | 加碼 |
| Panoramic Investment Advisors, LLC | 38,250 | $212.4 萬 | 1.47% | +38,250 | 新進 |
| Sepio Capital, LP | 39,458 | $219.1 萬 | 0.17% | +4,098+11.6% | 加碼 |
| Cambridge Advisors Inc. | 40,431 | $224.5 萬 | 0.49% | +1,126+2.9% | 加碼 |
| O'Neil Global Advisors, Inc. | 43,370 | $240.8 萬 | 0.61% | +22,895+111.8% | 加碼 |
| Fiduciary Trust Co | 43,757 | $243.0 萬 | 0.03% | +2,225+5.4% | 加碼 |
| Nwam LLC | 43,832 | $243.4 萬 | 0.15% | +43,832 | 新進 |
| Fiduciary Alliance LLC | 46,018 | $255.5 萬 | 0.34% | +46,018 | 新進 |
| Exencial Wealth Advisors, LLC | 48,615 | $270.0 萬 | 0.10% | +30,828+173.3% | 加碼 |
| Virtu Financial LLC | 51,169 | $284.1 萬 | 0.16% | −108,117−67.9% | 減碼 |
| Courage Capital Management LLC | 51,671 | $286.9 萬 | 7.11% | 00.0% | 不變 |
| Claar Advisors LLC | 52,500 | $291.5 萬 | 0.98% | 00.0% | 不變 |
| TownSquare Capital, LLC | 52,773 | $293.0 萬 | 0.04% | +2,300+4.6% | 加碼 |
| Beaird Harris Wealth Management, LLC | 53,569 | $297.5 萬 | 0.26% | +5,706+11.9% | 加碼 |
| CI Private Wealth, LLC | 54,577 | $303.1 萬 | 0.00% | −2,331−4.1% | 減碼 |
| Smart Money Group LLC | 50,470 | $308.2 萬 | 1.10% | −417−0.8% | 減碼 |
| Sowell Financial Services LLC | 58,204 | $323.2 萬 | 0.15% | +2,021+3.6% | 加碼 |
| Beck Capital Management, LLC | 58,973 | $327.5 萬 | 0.87% | −1,173−2.0% | 減碼 |
| GWM Advisors LLC | 62,056 | $344.6 萬 | 0.02% | −778−1.2% | 減碼 |
| Wealth Enhancement Advisory Services, LLC | 64,756 | $359.6 萬 | 0.01% | +1,403+2.2% | 加碼 |
| Eschler Asset Management LLP | 65,000 | $360.9 萬 | 5.39% | 00.0% | 不變 |
| Cambridge Investment Research Advisors, Inc. | 74,162 | $411.8 萬 | 0.01% | +20,829+39.1% | 加碼 |
| US Bancorp | 76,897 | $427.0 萬 | 0.01% | +1,012+1.3% | 加碼 |
| Pasadena Private Wealth, LLC | 77,237 | $428.9 萬 | 0.91% | +15,143+24.4% | 加碼 |
| Commonwealth Equity Services, LLC | 80,468 | $446.8 萬 | 0.01% | +8,919+12.5% | 加碼 |
| Mad River Investors | 81,149 | $450.6 萬 | 2.50% | −1,852−2.2% | 減碼 |
| Parcion Private Wealth LLC | 81,947 | $455.1 萬 | 0.38% | +1,217+1.5% | 加碼 |
| Newtyn Management, LLC | 87,000 | $483.1 萬 | 0.74% | 00.0% | 不變 |