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 |
|---|---|---|---|---|---|
| Rathbone Brothers plc | 25,500 | $141.6 萬 | 0.01% | 00.0% | 不變 |
| Park Avenue Securities LLC | 24,550 | $136.3 萬 | 0.02% | +24,550 | 新進 |
| Kestra Private Wealth Services, LLC | 23,904 | $132.7 萬 | 0.02% | +14,838+163.7% | 加碼 |
| Archetype Wealth Partners | 23,523 | $130.6 萬 | 0.19% | +245+1.1% | 加碼 |
| SMART Wealth LLC | 23,490 | $130.4 萬 | 0.51% | +10,417+79.7% | 加碼 |
| Allegheny Financial Group LTD | 22,834 | $126.8 萬 | 0.31% | +22,834 | 新進 |
| Mercer Global Advisors Inc | 23,003 | $124.2 萬 | 0.00% | +149+0.7% | 加碼 |
| EP Wealth Advisors, LLC | 22,269 | $123.7 萬 | 0.01% | +277+1.3% | 加碼 |
| Childress Capital Advisors, LLC | 22,086 | $122.6 萬 | 0.33% | −4,500−16.9% | 減碼 |
| Life Line Wealth Management LLC | 22,054 | $122.5 萬 | 0.44% | 00.0% | 不變 |
| Global Retirement Partners, LLC | 21,904 | $121.6 萬 | 0.04% | +2,274+11.6% | 加碼 |
| Capital Investment Advisors, LLC | 21,201 | $117.7 萬 | 0.02% | −557−2.6% | 減碼 |
| Ronald Blue Trust, Inc. | 22,134 | $116.1 萬 | 0.02% | +17+0.1% | 加碼 |
| Financial Designs Corp | 20,523 | $114.0 萬 | 0.74% | +8,301+67.9% | 加碼 |
| Libra Wealth LLC | 20,479 | $113.7 萬 | 0.45% | +12,296+150.3% | 加碼 |
| Vivaldi Capital Management, LLC | 19,695 | $109.4 萬 | 0.32% | 00.0% | 不變 |
| Firestone Capital Management | 18,717 | $103.9 萬 | 0.26% | +1,821+10.8% | 加碼 |
| Advisory Services Network, LLC | 19,723 | $103.5 萬 | 0.02% | 00.0% | 不變 |
| Financial Management Professionals, Inc. | 18,427 | $102.3 萬 | 0.13% | +660+3.7% | 加碼 |
| Traynor Capital Management, Inc. | 18,105 | $100.5 萬 | 0.08% | −172,714−90.5% | 減碼 |
| Meridian Wealth Management, LLC | 18,038 | $100.2 萬 | 0.05% | +18,038 | 新進 |
| 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 |
| Private Advisor Group, LLC | 17,355 | $96.4 萬 | 0.01% | +1,816+11.7% | 加碼 |
| Waldron Private Wealth LLC | 17,235 | $95.7 萬 | 0.04% | +1,060+6.6% | 加碼 |
| Vista Wealth Management Group, LLC | 17,208 | $95.6 萬 | 0.06% | −15−0.1% | 減碼 |
| CIBC Private Wealth Group, LLC | 17,093 | $94.9 萬 | 0.00% | +4,065+31.2% | 加碼 |
| RSM US Wealth Management LLC | 17,539 | $94.7 萬 | 0.01% | +180+1.0% | 加碼 |
| Condor Capital Management | 17,013 | $94.5 萬 | 0.09% | −235−1.4% | 減碼 |
| Madison Park Capital Advisors, LLC | 16,783 | $93.2 萬 | 0.70% | +5,799+52.8% | 加碼 |
| Arete Wealth Advisors, LLC | 16,002 | $88.6 萬 | 0.08% | +16,002 | 新進 |
| Lakeview Capital Partners, LLC | 15,620 | $86.7 萬 | 0.14% | +15,620 | 新進 |
| Clearstead Advisors, LLC | 15,422 | $85.6 萬 | 0.01% | +11,434+286.7% | 加碼 |
| Great Valley Advisor Group, Inc. | 15,413 | $85.6 萬 | 0.02% | 00.0% | 不變 |
| Mustard Seed Financial, LLC | 15,102 | $83.9 萬 | 0.70% | +4,212+38.7% | 加碼 |
| Nkcfo LLC | 15,000 | $83.3 萬 | 0.40% | 00.0% | 不變 |
| Valeo Financial Advisors, LLC | 14,770 | $82.0 萬 | 0.02% | +151+1.0% | 加碼 |
| Wellspring Financial Advisors, LLC | 14,763 | $82.0 萬 | 0.10% | 00.0% | 不變 |
| Marietta Wealth Management, LLC | 14,470 | $80.4 萬 | 0.12% | 00.0% | 不變 |
| Almanack Investment Partners, LLC. | 14,307 | $79.4 萬 | 0.12% | −1,935−11.9% | 減碼 |
| Atomi Financial Group, Inc. | 14,057 | $78.1 萬 | 0.05% | +14,057 | 新進 |
| Coston, McIsaac & Partners | 13,987 | $77.6 萬 | 0.22% | +9,310+199.1% | 加碼 |
| Pathstone Holdings, LLC | 13,893 | $77.1 萬 | 0.00% | −2,180−13.6% | 減碼 |
| Brown Advisory Inc | 13,836 | $76.8 萬 | 0.00% | +665+5.0% | 加碼 |
| Tradition Wealth Management, LLC | 13,402 | $74.4 萬 | 0.07% | +20.0% | 加碼 |
| Ancora Advisors, LLC | 13,294 | $73.8 萬 | 0.02% | +202+1.5% | 加碼 |
| Soltis Investment Advisors LLC | 12,963 | $72.0 萬 | 0.07% | +2,406+22.8% | 加碼 |
| AE Wealth Management LLC | 12,516 | $69.5 萬 | 0.01% | −1,126−8.3% | 減碼 |
| NTV Asset Management LLC | 12,500 | $69.4 萬 | 0.09% | +6,000+92.3% | 加碼 |
| Synergy Financial Group, LTD | 12,328 | $68.5 萬 | 0.65% | −23−0.2% | 減碼 |
| Colony Group, LLC | 13,494 | $66.2 萬 | 0.00% | −15,716−53.8% | 減碼 |
| SkyView Investment Advisors, LLC | 11,500 | $63.9 萬 | 0.11% | +11,500 | 新進 |
| Roman Butler Fullerton & Co | 10,830 | $63.5 萬 | 0.19% | +4,758+78.4% | 加碼 |
| Hubbell Strickland Wealth Management, LLC | 11,121 | $61.8 萬 | 0.29% | +629+6.0% | 加碼 |
| Lionsbridge Wealth Management LLC | 11,079 | $61.5 萬 | 0.49% | +5,746+107.7% | 加碼 |
| Moors & Cabot, Inc. | 10,835 | $60.2 萬 | 0.03% | −227−2.1% | 減碼 |
| Belpointe Asset Management LLC | 10,800 | $60.0 萬 | 0.04% | +5,040+87.5% | 加碼 |
| Scotia Capital Inc. | 10,800 | $60.0 萬 | 0.00% | 00.0% | 不變 |
| Samalin Investment Counsel, LLC | 10,780 | $59.9 萬 | 0.26% | +595+5.8% | 加碼 |
| National Asset Management, Inc. | 10,440 | $57.5 萬 | 0.02% | +628+6.4% | 加碼 |
| Able Wealth Management LLC | 10,134 | $56.3 萬 | 0.43% | +10,134 | 新進 |
| Glaxis Capital Management, LLC | 10,000 | $55.5 萬 | 2.17% | 00.0% | 不變 |
| Verus Financial Partners, Inc. | 10,156 | $54.8 萬 | 0.06% | +10,156 | 新進 |
| 3EDGE Asset Management, LP | 9,826 | $54.6 萬 | 0.04% | −9,407−48.9% | 減碼 |
| Access Financial Services, Inc. | 9,600 | $53.3 萬 | 0.24% | 00.0% | 不變 |
| Bedel Financial Consulting, Inc. | 9,597 | $53.3 萬 | 0.08% | +9,597 | 新進 |
| Allworth Financial LP | 9,580 | $53.2 萬 | 0.00% | +5,167+117.1% | 加碼 |
| Tru Independence Asset Management 2, LLC | 9,317 | $51.7 萬 | 0.44% | +9,317 | 新進 |
| Sweeney & Michel, LLC | 8,503 | $51.0 萬 | 0.20% | +268+3.3% | 加碼 |
| Bleakley Financial Group, LLC | 9,088 | $50.5 萬 | 0.02% | +5,235+135.9% | 加碼 |
| Blue Square Asset Management, LLC | 9,028 | $50.1 萬 | 0.27% | 00.0% | 不變 |
| MAI Capital Management | 9,007 | $50.0 萬 | 0.00% | −2,551−22.1% | 減碼 |
| Everett Harris & Co | 8,979 | $49.9 萬 | 0.01% | +8,979 | 新進 |
| Mutual Advisors, LLC | 8,309 | $49.6 萬 | 0.01% | +454+5.8% | 加碼 |
| FinTrust Capital Advisors, LLC | 8,833 | $49.0 萬 | 0.08% | +2,982+51.0% | 加碼 |
| CRA Financial Services, LLC | 8,720 | $48.4 萬 | 0.09% | +2,476+39.7% | 加碼 |
| Johnson Investment Counsel Inc | 8,671 | $48.2 萬 | 0.00% | +246+2.9% | 加碼 |
| Sunbelt Securities, Inc. | 8,668 | $48.1 萬 | 0.05% | −2,019−18.9% | 減碼 |
| M. Kulyk & Associates, LLC | 8,481 | $47.1 萬 | 0.09% | −391−4.4% | 減碼 |
| Mission Wealth Management, LP | 8,479 | $47.1 萬 | 0.01% | +387+4.8% | 加碼 |
| Aries Wealth Management | 8,161 | $45.3 萬 | 0.12% | +3,205+64.7% | 加碼 |
| LBMC Investment Advisors, LLC | 7,745 | $43.0 萬 | 0.03% | +7,745 | 新進 |
| Pure Financial Advisors, Inc. | 7,727 | $42.9 萬 | 0.01% | −47−0.6% | 減碼 |
| JSF Financial, LLC | 7,312 | $40.6 萬 | 0.12% | 00.0% | 不變 |
| Berger Financial Group, Inc | 7,287 | $40.5 萬 | 0.03% | 00.0% | 不變 |
| Regatta Capital Group, LLC | 7,209 | $40.0 萬 | 0.08% | +1,075+17.5% | 加碼 |
| Principle Wealth Partners LLC | 7,201 | $40.0 萬 | 0.03% | +7,201 | 新進 |
| Financial Partners Group, Inc | 7,194 | $39.9 萬 | 0.06% | +721+11.1% | 加碼 |
| Aptus Capital Advisors, LLC | 7,191 | $39.9 萬 | 0.01% | +1,436+25.0% | 加碼 |
| Scientech Research LLC | 7,064 | $39.2 萬 | 0.08% | +7,064 | 新進 |
| Upper Left Wealth Management, LLC | 7,602 | $38.9 萬 | 0.34% | +7,602 | 新進 |
| Vantage Financial Partners, LLC | 6,950 | $38.6 萬 | 0.10% | +6,950 | 新進 |
| Chicago Partners Investment Group LLC | 6,421 | $37.3 萬 | 0.01% | +1,695+35.9% | 加碼 |
| Parallel Advisors, LLC | 6,621 | $36.8 萬 | 0.01% | −1,009−13.2% | 減碼 |
| Raymond James Financial Services Advisors, Inc. | 6,564 | $36.4 萬 | 0.00% | +6,564 | 新進 |
| Daymark Wealth Partners, LLC | 6,542 | $36.3 萬 | 0.02% | +6,542 | 新進 |
| LaSalle St. Investment Advisors, LLC | 6,500 | $36.0 萬 | 0.14% | +6,500 | 新進 |
| NewEdge Wealth, LLC | 6,418 | $35.6 萬 | 0.01% | 00.0% | 不變 |
| Westover Capital Advisors, LLC | 6,410 | $35.6 萬 | 0.07% | +6,410 | 新進 |
| Benchmark Financial Wealth Advisors, LLC | 6,372 | $35.4 萬 | 0.12% | +6,372 | 新進 |