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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。

2025 年第 2 季 13F 持有人

Fidelity Wise Origin Bitcoin Fund 在 2025/6/30 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
623
較 2025 年第 1 季 +94 家
持有股數
4,967 萬
較 2025 年第 1 季 +63.1 萬 (+1.3%)
總市值
$46.8 億
較 2025 年第 1 季 +$11.4 億 (+32.4%)
新進機構
125
另有 275 家加碼
清倉機構
31
另有 125 家減碼

另有 6 家機構在 2025 年第 1 季持有、還沒有申報 2025 年第 2 季 13F:沒申報不算清倉,也不計入上面的變化。

跟 2025 年第 1 季比較:新進、清倉與尚未申報的機構

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。

持有機構家數2025 年第 2 季:623 家
2021 年第 1 季:0 家2021 年第 2 季:0 家2021 年第 3 季:0 家2021 年第 4 季:0 家2022 年第 1 季:0 家2022 年第 2 季:0 家2022 年第 3 季:0 家2022 年第 4 季:0 家2023 年第 1 季:0 家2023 年第 2 季:0 家2023 年第 3 季:0 家2023 年第 4 季:0 家2024 年第 1 季:247 家2024 年第 2 季:315 家2024 年第 3 季:344 家2024 年第 4 季:531 家2025 年第 1 季:535 家2025 年第 2 季:623 家2025 年第 3 季:685 家2025 年第 4 季:680 家2026 年第 1 季:650 家2026 年第 2 季:627 家
持有市值2025 年第 2 季:$46.8 億
2021 年第 1 季:$02021 年第 2 季:$02021 年第 3 季:$02021 年第 4 季:$02022 年第 1 季:$02022 年第 2 季:$02022 年第 3 季:$02022 年第 4 季:$02023 年第 1 季:$02023 年第 2 季:$02023 年第 3 季:$02023 年第 4 季:$02024 年第 1 季:$23.4 億2024 年第 2 季:$26.6 億2024 年第 3 季:$28.7 億2024 年第 4 季:$49.2 億2025 年第 1 季:$35.4 億2025 年第 2 季:$46.8 億2025 年第 3 季:$44.4 億2025 年第 4 季:$33.6 億2026 年第 1 季:$21.0 億2026 年第 2 季:$17.1 億

2025 年第 2 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 2025 年第 1 季比。

2025 年第 2 季持有 FBTC 的機構
機構股數市值佔組合 %股數變化動作
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors5,898$55.4 萬0.04%+1,469+33.2%加碼
Whittier Trust Co6,000$56.4 萬0.01%00.0%不變
J.W. Cole Advisors, Inc.6,012$56.5 萬0.01%+605+11.2%加碼
Eagle Global Advisors LLC6,050$56.9 萬0.02%00.0%不變
Guidance Point Advisors, LLC6,079$57.1 萬0.15%+867+16.6%加碼
Advisor Group Holdings, Inc.6,087$57.2 萬0.00%+1,338+28.2%加碼
Vista Finance, LLC6,131$57.6 萬0.50%+2,680+77.7%加碼
United Capital Financial Advisers, LLC6,147$57.8 萬0.00%+180+3.0%加碼
Moors & Cabot, Inc.6,218$58.4 萬0.03%−381−5.8%減碼
FineMark National Bank & Trust6,219$58.5 萬0.02%+368+6.3%加碼
Redhawk Wealth Advisors, Inc.6,240$58.6 萬0.07%+63+1.0%加碼
Werba Rubin Papier Wealth Management6,315$59.4 萬0.11%−2,019−24.2%減碼
Betterment LLC6,415$60.3 萬0.00%−1,810−22.0%減碼
Walleye Trading LLC6,450$60.6 萬0.01%+6,450新進
Proficio Capital Partners LLC6,452$60.6 萬0.04%+1,531+31.1%加碼
KFG Wealth Management, LLC6,524$61.3 萬0.10%+1,146+21.3%加碼
Sandbox Financial Partners, LLC6,527$61.3 萬0.19%−359−5.2%減碼
Summit Trail Advisors, LLC6,564$61.7 萬0.01%+6,564新進
Rehmann Capital Advisory Group6,669$62.7 萬0.04%+1,330+24.9%加碼
Diligent Investors, LLC6,694$62.9 萬0.15%−2,125−24.1%減碼
Thoroughbred Financial Services, LLC6,705$63.0 萬0.04%+374+5.9%加碼
Everett Harris & Co6,783$63.8 萬0.01%−2,212−24.6%減碼
Waldron Private Wealth LLC6,820$64.1 萬0.03%+1,190+21.1%加碼
Tradition Wealth Management, LLC6,872$64.6 萬0.05%−7,100−50.8%減碼
Wealthspire Advisors, LLC6,912$65.0 萬0.00%+95+1.4%加碼
Fairview Capital Investment Management, LLC6,950$65.3 萬0.03%00.0%不變
Insigneo Advisory Services, LLC6,954$65.4 萬0.06%+619+9.8%加碼
Steel Peak Wealth Management LLC7,000$65.8 萬0.03%00.0%不變
Symmetry Peak Management LLC7,020$66.0 萬7.48%+7,020新進
CLG LLC7,044$66.2 萬0.21%+3,023+75.2%加碼
Intellectus Partners, LLC7,100$66.7 萬0.14%+1,050+17.4%加碼
Congress Wealth Management LLC7,147$67.2 萬0.01%+1,978+38.3%加碼
Resources Investment Advisors, LLC.7,232$68.0 萬0.01%+377+5.5%加碼
Willis Johnson & Associates, Inc.7,350$69.1 萬0.05%+21+0.3%加碼
Chicago Partners Investment Group LLC6,721$69.5 萬0.02%−17−0.3%減碼
Demars Financial Group, LLC7,478$70.3 萬0.27%+7,478新進
Wedmont Private Capital7,349$71.8 萬0.03%+1,300+21.5%加碼
Running Point Capital Advisors, LLC7,664$72.0 萬0.20%+30+0.4%加碼
Stratos Wealth Advisors, LLC7,720$72.6 萬0.04%−20,630−72.8%減碼
Larson Financial Group LLC7,747$72.8 萬0.03%+304+4.1%加碼
Wesbanco Bank Inc7,840$73.7 萬0.02%+42+0.5%加碼
Vantage Financial Partners, LLC7,847$73.8 萬0.17%+897+12.9%加碼
Matauro, LLC7,911$74.4 萬0.14%+543+7.4%加碼
Rothschild Investment LLC8,000$75.2 萬0.05%00.0%不變
Equitable Trust Co8,051$75.7 萬0.04%00.0%不變
Silverlake Wealth Management LLC8,109$76.2 萬0.22%+1,725+27.0%加碼
Peloton Wealth Strategists8,167$76.8 萬0.31%+850+11.6%加碼
Two Sigma Securities, LLC8,173$76.8 萬0.09%+3,229+65.3%加碼
Associated Banc-Corp8,227$77.3 萬0.02%+285+3.6%加碼
Dudley Capital Management, LLC8,478$79.7 萬0.40%+3,346+65.2%加碼
Upper Left Wealth Management, LLC8,705$81.8 萬0.55%−670−7.1%減碼
U.S. Capital Wealth Advisors, LLC8,780$82.5 萬0.02%+20.0%加碼
Brighton Jones LLC8,813$82.8 萬0.02%+2,419+37.8%加碼
Capital Investment Advisors, LLC8,817$82.9 萬0.01%+703+8.7%加碼
Sequoia Financial Advisors, LLC8,940$84.0 萬0.01%+2,380+36.3%加碼
GWN Securities Inc.8,956$84.2 萬0.16%+521+6.2%加碼
Harber Asset Management LLC8,970$84.3 萬0.27%+8,970新進
Warren Averett Asset Management, LLC8,997$84.6 萬0.01%+3,385+60.3%加碼
RFG Advisory, LLC9,045$85.0 萬0.02%+3,429+61.1%加碼
Ethos Financial Group, LLC9,135$85.9 萬0.07%+3,540+63.3%加碼
Prosperity Planning, Inc.9,300$87.4 萬0.25%+6,400+220.7%加碼
AdvisorNet Financial, Inc9,407$88.4 萬0.06%+1,431+17.9%加碼
MAI Capital Management9,458$88.9 萬0.01%+206+2.2%加碼
Clear Creek Financial Management, LLC9,464$89.0 萬0.08%+3,239+52.0%加碼
Westover Capital Advisors, LLC9,535$89.6 萬0.18%−60−0.6%減碼
Vestor Capital, LLC2,346$91.3 萬0.09%−5,573−70.4%減碼
Allworth Financial LP9,750$91.6 萬0.00%−453−4.4%減碼
Parallel Advisors, LLC9,817$92.3 萬0.02%+557+6.0%加碼
Falcon Wealth Planning9,832$92.4 萬0.09%+339+3.6%加碼
Access Financial Services, Inc.9,833$92.4 萬0.35%+233+2.4%加碼
Northeast Financial Consultants Inc9,874$92.8 萬0.04%+9,874新進
KMG Fiduciary Partners, LLC9,875$92.8 萬0.07%+444+4.7%加碼
Financial Management Network Inc9,730$92.9 萬0.17%+9,730新進
Regatta Capital Group, LLC10,106$95.0 萬0.16%+663+7.0%加碼
Sunbelt Securities, Inc.11,651$95.0 萬0.08%+8,819+311.4%加碼
JSF Financial, LLC10,148$95.4 萬0.23%+22+0.2%加碼
Delta Investment Management, LLC10,245$96.3 萬0.19%+1,297+14.5%加碼
Parkside Financial Bank & Trust10,271$96.5 萬0.10%+10,011+3,850.4%加碼
Captrust Financial Advisors10,376$97.5 萬0.00%−281−2.6%減碼
Timber Creek Capital Management LLC9,901$98.2 萬0.25%+1,123+12.8%加碼
Wealth Quarterback LLC10,506$98.7 萬0.47%+1,660+18.8%加碼
Secure Asset Management, LLC10,682$100.4 萬0.19%−13,320−55.5%減碼
Sweeney & Michel, LLC9,853$101.6 萬0.36%+60+0.6%加碼
Verus Financial Partners, Inc.10,447$102.0 萬0.10%00.0%不變
Roman Butler Fullerton & Co10,254$104.7 萬0.31%+712+7.5%加碼
Canvas Wealth Advisors, LLC10,281$106.0 萬0.21%+1,773+20.8%加碼
TCW Group Inc11,423$107.4 萬0.01%00.0%不變
L.M. Kohn & Company11,470$107.8 萬0.29%+3,225+39.1%加碼
Samalin Investment Counsel, LLC11,516$108.2 萬0.42%−106−0.9%減碼
Tru Independence Asset Management 2, LLC11,539$108.5 萬0.74%+1,361+13.4%加碼
JB Capital LLC11,656$109.6 萬0.05%+260+2.3%加碼
LaSalle St. Investment Advisors, LLC11,827$111.1 萬0.30%−1,194−9.2%減碼
Principle Wealth Partners LLC11,823$111.1 萬0.07%+2,172+22.5%加碼
Rahlfs Capital, LLC11,860$111.5 萬1.02%+320+2.8%加碼
M. Kulyk & Associates, LLC11,886$111.7 萬0.24%+967+8.9%加碼
Brown Advisory Inc12,121$113.9 萬0.00%−3,145−20.6%減碼
Belpointe Asset Management LLC12,173$114.4 萬0.05%+667+5.8%加碼
Pure Financial Advisors, Inc.12,210$114.8 萬0.02%+53+0.4%加碼
Synergy Financial Group, LTD12,496$117.4 萬0.86%+92+0.7%加碼
Inspirion Wealth Advisors, LLC12,499$117.5 萬0.16%−1,475−10.6%減碼