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。
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 |
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。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| NTV Asset Management LLC | 12,500 | $117.5 萬 | 0.14% | 00.0% | 不變 |
| SkyView Investment Advisors, LLC | 12,500 | $117.5 萬 | 0.17% | +2,500+25.0% | 加碼 |
| Evoke Wealth, LLC | 12,546 | $117.9 萬 | 0.03% | +417+3.4% | 加碼 |
| LBMC Investment Advisors, LLC | 12,655 | $118.9 萬 | 0.08% | +4,910+63.4% | 加碼 |
| Signal Advisors Wealth, LLC | 12,666 | $119.1 萬 | 0.09% | +5,941+88.3% | 加碼 |
| Stonegate Investment Group, LLC | 12,822 | $120.5 萬 | 0.03% | +5,450+73.9% | 加碼 |
| Concurrent Investment Advisors, LLC | 12,955 | $121.8 萬 | 0.02% | +1,235+10.5% | 加碼 |
| GR Financial Group, LLC | 13,157 | $123.7 萬 | 0.30% | +4,443+51.0% | 加碼 |
| Aries Wealth Management | 13,262 | $124.6 萬 | 0.33% | +680+5.4% | 加碼 |
| Benchmark Financial Wealth Advisors, LLC | 13,317 | $125.2 萬 | 0.41% | +3,742+39.1% | 加碼 |
| RMB Capital Management, LLC | 13,548 | $127.3 萬 | 0.02% | +13,548 | 新進 |
| RSM US Wealth Management LLC | 13,607 | $127.9 萬 | 0.02% | +2,788+25.8% | 加碼 |
| AE Wealth Management LLC | 13,956 | $131.2 萬 | 0.01% | −1,069−7.1% | 減碼 |
| Coston, McIsaac & Partners | 14,270 | $134.1 萬 | 0.35% | +30.0% | 加碼 |
| 3EDGE Asset Management, LP | 14,306 | $134.5 萬 | 0.08% | +6,126+74.9% | 加碼 |
| Strata Wealth Advisors, LLC | 14,373 | $135.1 萬 | 0.37% | 00.0% | 不變 |
| Marietta Wealth Management, LLC | 14,470 | $136.0 萬 | 0.18% | 00.0% | 不變 |
| Condor Capital Management | 14,533 | $136.6 萬 | 0.12% | −822−5.4% | 減碼 |
| WealthPlan Investment Management, LLC | 14,592 | $137.2 萬 | 0.10% | +2,044+16.3% | 加碼 |
| Bedel Financial Consulting, Inc. | 14,736 | $138.5 萬 | 0.19% | +333+2.3% | 加碼 |
| Hubbell Strickland Wealth Management, LLC | 14,857 | $139.6 萬 | 0.62% | +890+6.4% | 加碼 |
| BEAM Asset Management, LLC | 14,888 | $139.9 萬 | 0.42% | +14,888 | 新進 |
| Revisor Wealth Management LLC | 14,193 | $140.6 萬 | 0.51% | +87+0.6% | 加碼 |
| Daymark Wealth Partners, LLC | 15,275 | $143.6 萬 | 0.05% | +4,617+43.3% | 加碼 |
| Mustard Seed Financial, LLC | 15,346 | $144.2 萬 | 1.04% | +148+1.0% | 加碼 |
| Arete Wealth Advisors, LLC | 15,372 | $144.5 萬 | 0.10% | −1,495−8.9% | 減碼 |
| Mills Wealth Advisors LLC | 15,555 | $146.2 萬 | 0.67% | +1,394+9.8% | 加碼 |
| Great Valley Advisor Group, Inc. | 15,734 | $147.9 萬 | 0.03% | +368+2.4% | 加碼 |
| Graypoint LLC | 15,801 | $148.5 萬 | 0.08% | +335+2.2% | 加碼 |
| Soltis Investment Advisors LLC | 16,749 | $157.4 萬 | 0.12% | +2,154+14.8% | 加碼 |
| Madison Park Capital Advisors, LLC | 16,890 | $158.7 萬 | 1.34% | −671−3.8% | 減碼 |
| Gamco Investors, Inc. Et Al | 17,500 | $164.5 萬 | 0.02% | 00.0% | 不變 |
| FRG Family Wealth Advisors LLC | 17,705 | $166.4 萬 | 0.29% | +10,165+134.8% | 加碼 |
| Pallas Capital Advisors LLC | 17,896 | $168.2 萬 | 0.06% | +1,589+9.7% | 加碼 |
| Ancora Advisors, LLC | 17,997 | $169.2 萬 | 0.04% | +2,116+13.3% | 加碼 |
| Essex Financial Services, Inc. | 18,265 | $171.7 萬 | 0.11% | +13,429+277.7% | 加碼 |
| Abundance Wealth Counselors | 18,377 | $172.7 萬 | 0.32% | +11,367+162.2% | 加碼 |
| Pathstone Holdings, LLC | 18,751 | $176.2 萬 | 0.01% | −225−1.2% | 減碼 |
| Life Line Wealth Management LLC | 18,851 | $177.2 萬 | 0.57% | +373+2.0% | 加碼 |
| DRW Securities, LLC | 18,882 | $177.5 萬 | 0.12% | −93,527−83.2% | 減碼 |
| Clearstead Advisors, LLC | 18,968 | $178.3 萬 | 0.03% | +600+3.3% | 加碼 |
| LifeGoal Wealth Advisors | 19,375 | $182.1 萬 | 1.73% | 00.0% | 不變 |
| Cerity Partners LLC | 19,553 | $183.8 萬 | 0.00% | +3,039+18.4% | 加碼 |
| WSFS Capital Management, LLC | 19,669 | $184.9 萬 | 0.10% | 00.0% | 不變 |
| CRA Financial Services, LLC | 19,709 | $185.2 萬 | 0.28% | +580+3.0% | 加碼 |
| Financial Management Professionals, Inc. | 19,770 | $185.8 萬 | 0.21% | +611+3.2% | 加碼 |
| Nkcfo LLC | 20,000 | $188.0 萬 | 0.78% | 00.0% | 不變 |
| GK Wealth Management LLC | 20,801 | $195.5 萬 | 1.94% | +112+0.5% | 加碼 |
| Meridian Wealth Management, LLC | 21,155 | $198.8 萬 | 0.08% | +770+3.8% | 加碼 |
| Almanack Investment Partners, LLC. | 21,165 | $198.9 萬 | 0.32% | +4,533+27.3% | 加碼 |
| Mercer Global Advisors Inc | 21,359 | $200.8 萬 | 0.00% | +242+1.1% | 加碼 |
| Wellspring Financial Advisors, LLC | 21,433 | $201.4 萬 | 0.20% | +7,970+59.2% | 加碼 |
| Stansberry Asset Management, LLC | 21,647 | $203.5 萬 | 0.22% | −81−0.4% | 減碼 |
| Logan Stone Capital, LLC | 21,700 | $204.0 萬 | 0.96% | +21,700 | 新進 |
| Moneta Group Investment Advisors LLC | 21,937 | $206.2 萬 | 0.02% | +7,116+48.0% | 加碼 |
| Highland Financial Advisors, LLC | 21,960 | $206.4 萬 | 0.66% | −193−0.9% | 減碼 |
| WESCAP Management Group, Inc. | 21,984 | $206.6 萬 | 0.47% | +21,984 | 新進 |
| Meitav Dash Investments Ltd | 23,418 | $220.1 萬 | 0.03% | +9,368+66.7% | 加碼 |
| NewEdge Wealth, LLC | 21,457 | $220.3 萬 | 0.03% | +424+2.0% | 加碼 |
| Objective Capital Management, LLC | 23,436 | $220.3 萬 | 2.47% | +23,436 | 新進 |
| Financial Partners Group, Inc | 24,066 | $226.2 萬 | 0.31% | −820−3.3% | 減碼 |
| Catalytic Wealth RIA, LLC | 24,156 | $227.0 萬 | 0.19% | +24,156 | 新進 |
| Keel Point, LLC | 24,193 | $227.4 萬 | 0.15% | +10,544+77.3% | 加碼 |
| Wealthcare Advisory Partners LLC | 24,368 | $229.0 萬 | 0.05% | −1,056−4.2% | 減碼 |
| Brinker Capital Investments, LLC | 24,439 | $229.7 萬 | 0.02% | +339+1.4% | 加碼 |
| Mission Wealth Management, LP | 24,770 | $232.8 萬 | 0.05% | +345+1.4% | 加碼 |
| Spectrum Strategic Capital Management, LLC | 24,853 | $233.6 萬 | 1.49% | +24,853 | 新進 |
| Virtu Financial LLC | 25,022 | $235.2 萬 | 0.12% | −70,936−73.9% | 減碼 |
| Private Advisor Group, LLC | 25,244 | $237.3 萬 | 0.01% | −107−0.4% | 減碼 |
| Abound Wealth Management | 25,825 | $242.7 萬 | 0.69% | +45+0.2% | 加碼 |
| Brown Brothers Harriman & Co | 26,404 | $248.2 萬 | 0.02% | +105+0.4% | 加碼 |
| Sanctuary Advisors, LLC | 26,412 | $248.2 萬 | 0.02% | +2,182+9.0% | 加碼 |
| Basso Capital Management, L.P. | 26,500 | $249.1 萬 | 1.85% | +6,000+29.3% | 加碼 |
| Financial Designs Corp | 27,328 | $256.9 萬 | 1.57% | +885+3.3% | 加碼 |
| Staley Capital Advisers Inc | 27,340 | $257.0 萬 | 0.11% | +27,340 | 新進 |
| SMART Wealth LLC | 27,517 | $258.6 萬 | 0.81% | −9,236−25.1% | 減碼 |
| Farringdon Capital, Ltd. | 27,741 | $260.7 萬 | 0.88% | −22,075−44.3% | 減碼 |
| LPL Financial LLC | 28,390 | $266.8 萬 | 0.00% | +7,084+33.2% | 加碼 |
| Camelot Portfolios, LLC | 28,668 | $269.5 萬 | 1.62% | +463+1.6% | 加碼 |
| Guild Investment Management, Inc. | 28,947 | $272.1 萬 | 2.36% | +28,947 | 新進 |
| Integrated Wealth Concepts LLC | 29,008 | $272.6 萬 | 0.03% | −2,069−6.7% | 減碼 |
| First Heartland Consultants, Inc. | 29,457 | $276.9 萬 | 0.25% | +3,745+14.6% | 加碼 |
| CIBC Private Wealth Group, LLC | 29,628 | $278.5 萬 | 0.00% | −866−2.8% | 減碼 |
| Vivaldi Capital Management, LLC | 29,699 | $279.1 萬 | 0.42% | +8,833+42.3% | 加碼 |
| Firestone Capital Management | 29,783 | $279.9 萬 | 0.66% | +724+2.5% | 加碼 |
| Bank of America Corp | 30,298 | $284.8 萬 | 0.00% | 00.0% | 不變 |
| Global Retirement Partners, LLC | 30,978 | $291.2 萬 | 0.07% | +30,978 | 新進 |
| PTM Wealth Management, LLC | 30,835 | $294.3 萬 | 1.95% | −1,778−5.5% | 減碼 |
| Childress Capital Advisors, LLC | 32,060 | $301.3 萬 | 0.76% | +5,474+20.6% | 加碼 |
| Kingsview Wealth Management, LLC | 32,392 | $304.5 萬 | 0.05% | +8,246+34.2% | 加碼 |
| Eaton Financial Holdings Company, LLC | 32,718 | $307.5 萬 | 0.95% | +161+0.5% | 加碼 |
| EP Wealth Advisors, LLC | 33,243 | $312.5 萬 | 0.02% | +3,793+12.9% | 加碼 |
| Promethium Advisors,llc | 33,342 | $313.4 萬 | 1.90% | +2,825+9.3% | 加碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 33,816 | $317.8 萬 | 0.11% | +124+0.4% | 加碼 |
| Joel Isaacson & Co., LLC | 34,192 | $321.4 萬 | 0.13% | +27,750+430.8% | 加碼 |
| Valeo Financial Advisors, LLC | 34,332 | $322.7 萬 | 0.08% | −2,388−6.5% | 減碼 |
| SCS Capital Management LLC | 34,795 | $327.0 萬 | 0.04% | +3,490+11.1% | 加碼 |
| Ronald Blue Trust, Inc. | 34,846 | $327.5 萬 | 0.04% | +11,907+51.9% | 加碼 |
| Innovative Advisory Group, LLC | 35,521 | $333.9 萬 | 2.86% | −1,539−4.2% | 減碼 |
| DecisionMap Wealth Management, LLC | 36,298 | $341.2 萬 | 2.34% | +6,085+20.1% | 加碼 |