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 4 季 13F 持有人
Fidelity Wise Origin Bitcoin Fund 在 2024/12/31 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
- 531
- 較 2024 年第 3 季 +192 家
- 持有股數
- 6,035 萬
- 較 2024 年第 3 季 +869.9 萬 (+16.8%)
- 總市值
- $49.2 億
- 較 2024 年第 3 季 +$20.6 億 (+71.7%)
- 新進機構
- 218
- 另有 198 家加碼
- 清倉機構
- 26
- 另有 70 家減碼
另有 5 家機構在 2024 年第 3 季持有、還沒有申報 2024 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Roman Butler Fullerton & Co | 10,674 | $94.4 萬 | 0.30% | −156−1.4% | 減碼 |
| Rahlfs Capital, LLC | 11,540 | $94.1 萬 | 0.93% | +11,540 | 新進 |
| Pure Financial Advisors, Inc. | 11,375 | $92.8 萬 | 0.02% | +3,648+47.2% | 加碼 |
| Samalin Investment Counsel, LLC | 11,253 | $91.8 萬 | 0.39% | +473+4.4% | 加碼 |
| Mutual Advisors, LLC | 10,371 | $91.0 萬 | 0.03% | +2,062+24.8% | 加碼 |
| Johnson Investment Counsel Inc | 11,091 | $90.5 萬 | 0.01% | +2,420+27.9% | 加碼 |
| JSF Financial, LLC | 10,763 | $87.8 萬 | 0.23% | +3,451+47.2% | 加碼 |
| Verus Financial Partners, Inc. | 10,447 | $86.4 萬 | 0.10% | +291+2.9% | 加碼 |
| Aries Wealth Management | 10,341 | $84.4 萬 | 0.23% | +2,180+26.7% | 加碼 |
| Moors & Cabot, Inc. | 10,143 | $82.7 萬 | 0.04% | −692−6.4% | 減碼 |
| Evoke Wealth, LLC | 10,129 | $82.6 萬 | 0.02% | +10,129 | 新進 |
| Eschler Asset Management LLP | 10,000 | $81.6 萬 | 1.92% | −55,000−84.6% | 減碼 |
| RSM US Wealth Management LLC | 9,818 | $80.4 萬 | 0.01% | −7,721−44.0% | 減碼 |
| Access Financial Services, Inc. | 9,600 | $78.3 萬 | 0.35% | 00.0% | 不變 |
| National Asset Management, Inc. | 9,363 | $76.4 萬 | 0.03% | −1,077−10.3% | 減碼 |
| Clare Market Investments LLC | 9,335 | $76.2 萬 | 0.18% | +5,490+142.8% | 加碼 |
| Tru Independence Asset Management 2, LLC | 9,317 | $76.0 萬 | 0.63% | 00.0% | 不變 |
| Associated Banc-Corp | 9,192 | $75.0 萬 | 0.02% | +3,357+57.5% | 加碼 |
| Foundations Investment Advisors, LLC | 9,112 | $74.3 萬 | 0.01% | +5,298+138.9% | 加碼 |
| M. Kulyk & Associates, LLC | 9,046 | $73.8 萬 | 0.16% | +565+6.7% | 加碼 |
| Daymark Wealth Partners, LLC | 9,041 | $73.8 萬 | 0.03% | +2,499+38.2% | 加碼 |
| Pallas Capital Advisors LLC | 9,011 | $73.5 萬 | 0.03% | +4,314+91.8% | 加碼 |
| MAI Capital Management | 9,007 | $73.5 萬 | 0.01% | 00.0% | 不變 |
| Everett Harris & Co | 8,982 | $73.3 萬 | 0.01% | +30.0% | 加碼 |
| Regatta Capital Group, LLC | 8,841 | $72.1 萬 | 0.14% | +1,632+22.6% | 加碼 |
| WealthPlan Investment Management, LLC | 8,729 | $71.2 萬 | 0.07% | +3,197+57.8% | 加碼 |
| Timber Creek Capital Management LLC | 8,691 | $70.9 萬 | 0.20% | +3,506+67.6% | 加碼 |
| Bleakley Financial Group, LLC | 8,680 | $70.8 萬 | 0.02% | −408−4.5% | 減碼 |
| U.S. Capital Wealth Advisors, LLC | 8,601 | $70.2 萬 | 0.02% | +8,601 | 新進 |
| Parallel Advisors, LLC | 8,520 | $69.5 萬 | 0.02% | +1,899+28.7% | 加碼 |
| JB Capital LLC | 8,361 | $68.2 萬 | 0.04% | +3,201+62.0% | 加碼 |
| Werba Rubin Papier Wealth Management | 8,334 | $68.0 萬 | 0.16% | +8,334 | 新進 |
| Independent Financial Group, LLC | 8,267 | $67.4 萬 | 0.02% | +4,003+93.9% | 加碼 |
| Principle Wealth Partners LLC | 8,089 | $66.0 萬 | 0.05% | +888+12.3% | 加碼 |
| Rothschild Investment LLC | 8,000 | $65.3 萬 | 0.04% | +2,000+33.3% | 加碼 |
| Kercheville Advisors, LLC | 8,000 | $65.3 萬 | 0.25% | +8,000 | 新進 |
| Delta Investment Management, LLC | 7,974 | $65.1 萬 | 0.13% | +3,173+66.1% | 加碼 |
| LBMC Investment Advisors, LLC | 7,745 | $63.2 萬 | 0.05% | 00.0% | 不變 |
| Running Point Capital Advisors, LLC | 7,634 | $62.3 萬 | 0.21% | +2,500+48.7% | 加碼 |
| Falcon Wealth Planning | 7,558 | $61.7 萬 | 0.07% | +1,793+31.1% | 加碼 |
| Financial Sense Advisors, Inc. | 7,500 | $61.2 萬 | 0.21% | +7,500 | 新進 |
| Thrivent Financial for Lutherans | 7,787 | $61.0 萬 | 0.00% | +3,420+78.3% | 加碼 |
| Proficio Capital Partners LLC | 7,398 | $60.4 萬 | 0.05% | +7,398 | 新進 |
| Berger Financial Group, Inc | 7,362 | $60.1 萬 | 0.04% | +75+1.0% | 加碼 |
| Westover Capital Advisors, LLC | 7,330 | $59.8 萬 | 0.13% | +920+14.4% | 加碼 |
| Stonegate Investment Group, LLC | 7,292 | $59.5 萬 | 0.02% | +7,292 | 新進 |
| BCJ Capital Management, LLC | 7,193 | $58.7 萬 | 0.04% | +1,579+28.1% | 加碼 |
| Benchmark Financial Wealth Advisors, LLC | 7,166 | $58.5 萬 | 0.19% | +794+12.5% | 加碼 |
| Raymond James Financial Inc | 7,071 | $57.7 萬 | 0.00% | +7,071 | 新進 |
| GR Financial Group, LLC | 7,051 | $57.5 萬 | 0.10% | +7,051 | 新進 |
| Merit Financial Group, LLC | 7,029 | $57.3 萬 | 0.01% | +1,973+39.0% | 加碼 |
| AdvisorNet Financial, Inc | 6,999 | $57.1 萬 | 0.05% | +1,449+26.1% | 加碼 |
| Vantage Financial Partners, LLC | 6,950 | $56.7 萬 | 0.14% | 00.0% | 不變 |
| Fairview Capital Investment Management, LLC | 6,950 | $56.7 萬 | 0.03% | +6,950 | 新進 |
| Wealth Quarterback LLC | 6,904 | $56.3 萬 | 0.26% | +1,805+35.4% | 加碼 |
| Willis Johnson & Associates, Inc. | 6,895 | $56.2 萬 | 0.04% | +6,895 | 新進 |
| Silverlake Wealth Management LLC | 6,874 | $56.1 萬 | 0.22% | +6,874 | 新進 |
| Larson Financial Group LLC | 6,831 | $55.7 萬 | 0.03% | +2,745+67.2% | 加碼 |
| Wealthspire Advisors, LLC | 6,822 | $55.7 萬 | 0.01% | +2,722+66.4% | 加碼 |
| Savant Capital, LLC | 6,743 | $55.0 萬 | 0.00% | +6,743 | 新進 |
| Captrust Financial Advisors | 6,743 | $55.0 萬 | 0.00% | +3,005+80.4% | 加碼 |
| Chicago Partners Investment Group LLC | 6,516 | $53.4 萬 | 0.02% | +95+1.5% | 加碼 |
| Upper Left Wealth Management, LLC | 6,382 | $52.1 萬 | 0.45% | −1,220−16.0% | 減碼 |
| Sequoia Financial Advisors, LLC | 6,303 | $51.4 萬 | 0.00% | +6,303 | 新進 |
| Primoris Wealth Advisors, LLC | 6,295 | $51.4 萬 | 0.39% | +6,295 | 新進 |
| Wesbanco Bank Inc | 6,243 | $50.9 萬 | 0.02% | +6,243 | 新進 |
| Virtu Financial LLC | 6,217 | $50.7 萬 | 0.03% | −44,952−87.9% | 減碼 |
| Waldron Private Wealth LLC | 6,175 | $50.4 萬 | 0.02% | −11,060−64.2% | 減碼 |
| Thoroughbred Financial Services, LLC | 6,156 | $50.2 萬 | 0.03% | +156+2.6% | 加碼 |
| Joel Isaacson & Co., LLC | 6,142 | $50.1 萬 | 0.02% | +6,142 | 新進 |
| Betterment LLC | 6,113 | $49.9 萬 | 0.00% | +6,113 | 新進 |
| Concurrent Investment Advisors, LLC | 6,103 | $49.8 萬 | 0.01% | +761+14.2% | 加碼 |
| Moneta Group Investment Advisors LLC | 6,100 | $49.8 萬 | 0.01% | +6,100 | 新進 |
| Inspirion Wealth Advisors, LLC | 5,908 | $49.7 萬 | 0.07% | +5,908 | 新進 |
| Farther Finance Advisors, LLC | 6,069 | $49.5 萬 | 0.02% | +5,344+737.1% | 加碼 |
| Eagle Global Advisors LLC | 6,050 | $49.4 萬 | 0.02% | +6,050 | 新進 |
| Peloton Wealth Strategists | 6,005 | $49.0 萬 | 0.20% | +355+6.3% | 加碼 |
| Whittier Trust Co | 6,000 | $48.9 萬 | 0.01% | +6,000 | 新進 |
| Fedenia Advisers LLC | 5,948 | $48.5 萬 | 0.28% | +5,948 | 新進 |
| Horizon Kinetics Asset Management LLC | 5,881 | $48.0 萬 | 0.01% | −35−0.6% | 減碼 |
| Guidance Point Advisors, LLC | 5,808 | $47.4 萬 | 0.13% | +43+0.7% | 加碼 |
| Tectonic Advisors LLC | 5,772 | $47.1 萬 | 0.03% | +327+6.0% | 加碼 |
| Redhawk Wealth Advisors, Inc. | 5,707 | $46.6 萬 | 0.06% | +5,707 | 新進 |
| Ethos Financial Group, LLC | 5,595 | $45.6 萬 | 0.06% | +5,595 | 新進 |
| Thompson Davis & Co., Inc. | 5,565 | $45.4 萬 | 0.29% | +5,565 | 新進 |
| Equitable Trust Co | 5,551 | $45.3 萬 | 0.03% | 00.0% | 不變 |
| Intellectus Partners, LLC | 5,530 | $45.1 萬 | 0.10% | +30+0.5% | 加碼 |
| Laidlaw Wealth Management LLC | 5,509 | $44.9 萬 | 0.20% | +202+3.8% | 加碼 |
| Sage Mountain Advisors LLC | 5,503 | $44.9 萬 | 0.03% | 00.0% | 不變 |
| Central Trust Co | 5,484 | $44.7 萬 | 0.01% | +58+1.1% | 加碼 |
| Vestor Capital, LLC | 5,389 | $44.0 萬 | 0.03% | +1,364+33.9% | 加碼 |
| Canvas Wealth Advisors, LLC | 5,387 | $43.9 萬 | 0.11% | +317+6.3% | 加碼 |
| BKD Wealth Advisors, LLC | 5,380 | $43.9 萬 | 0.01% | 00.0% | 不變 |
| Brinker Capital Investments, LLC | 5,373 | $43.8 萬 | 0.00% | +5,373 | 新進 |
| Orion Portfolio Solutions, LLC | 5,373 | $43.8 萬 | 0.00% | +5,373 | 新進 |
| We Are One Seven, LLC | 5,351 | $43.7 萬 | 0.02% | −987−15.6% | 減碼 |
| Epiq Partners, LLC | 5,334 | $43.5 萬 | 0.24% | +5,334 | 新進 |
| Essex Financial Services, Inc. | 5,264 | $42.9 萬 | 0.03% | +5,264 | 新進 |
| Warren Averett Asset Management, LLC | 5,185 | $42.3 萬 | 0.01% | +5,185 | 新進 |
| Invesco Ltd. | 5,156 | $42.1 萬 | 0.00% | −1,083−17.4% | 減碼 |