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 |
|---|---|---|---|---|---|
| Everett Harris & Co | 6,783 | $63.8 萬 | 0.01% | −2,212−24.6% | 減碼 |
| Thoroughbred Financial Services, LLC | 6,705 | $63.0 萬 | 0.04% | +374+5.9% | 加碼 |
| Diligent Investors, LLC | 6,694 | $62.9 萬 | 0.15% | −2,125−24.1% | 減碼 |
| Rehmann Capital Advisory Group | 6,669 | $62.7 萬 | 0.04% | +1,330+24.9% | 加碼 |
| Summit Trail Advisors, LLC | 6,564 | $61.7 萬 | 0.01% | +6,564 | 新進 |
| Sandbox Financial Partners, LLC | 6,527 | $61.3 萬 | 0.19% | −359−5.2% | 減碼 |
| KFG Wealth Management, LLC | 6,524 | $61.3 萬 | 0.10% | +1,146+21.3% | 加碼 |
| Proficio Capital Partners LLC | 6,452 | $60.6 萬 | 0.04% | +1,531+31.1% | 加碼 |
| Walleye Trading LLC | 6,450 | $60.6 萬 | 0.01% | +6,450 | 新進 |
| Betterment LLC | 6,415 | $60.3 萬 | 0.00% | −1,810−22.0% | 減碼 |
| Werba Rubin Papier Wealth Management | 6,315 | $59.4 萬 | 0.11% | −2,019−24.2% | 減碼 |
| Redhawk Wealth Advisors, Inc. | 6,240 | $58.6 萬 | 0.07% | +63+1.0% | 加碼 |
| FineMark National Bank & Trust | 6,219 | $58.5 萬 | 0.02% | +368+6.3% | 加碼 |
| Moors & Cabot, Inc. | 6,218 | $58.4 萬 | 0.03% | −381−5.8% | 減碼 |
| United Capital Financial Advisers, LLC | 6,147 | $57.8 萬 | 0.00% | +180+3.0% | 加碼 |
| Vista Finance, LLC | 6,131 | $57.6 萬 | 0.50% | +2,680+77.7% | 加碼 |
| Advisor Group Holdings, Inc. | 6,087 | $57.2 萬 | 0.00% | +1,338+28.2% | 加碼 |
| Guidance Point Advisors, LLC | 6,079 | $57.1 萬 | 0.15% | +867+16.6% | 加碼 |
| Eagle Global Advisors LLC | 6,050 | $56.9 萬 | 0.02% | 00.0% | 不變 |
| J.W. Cole Advisors, Inc. | 6,012 | $56.5 萬 | 0.01% | +605+11.2% | 加碼 |
| Whittier Trust Co | 6,000 | $56.4 萬 | 0.01% | 00.0% | 不變 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 5,898 | $55.4 萬 | 0.04% | +1,469+33.2% | 加碼 |
| We Are One Seven, LLC | 5,844 | $54.9 萬 | 0.02% | −680−10.4% | 減碼 |
| Central Trust Co | 5,839 | $54.9 萬 | 0.01% | +117+2.0% | 加碼 |
| Strategic Wealth Partners, Ltd. | 5,804 | $54.6 萬 | 0.04% | +5,804 | 新進 |
| Chicago Capital, LLC | 5,719 | $53.8 萬 | 0.01% | +410+7.7% | 加碼 |
| Horizon Kinetics Asset Management LLC | 5,681 | $53.4 萬 | 0.01% | −110−1.9% | 減碼 |
| Vantage Point Financial LLC | 5,659 | $53.2 萬 | 0.23% | +5,659 | 新進 |
| Independent Financial Group, LLC | 5,653 | $53.1 萬 | 0.01% | 00.0% | 不變 |
| Wealth Alliance | 5,629 | $52.9 萬 | 0.06% | 00.0% | 不變 |
| Advyzon Investment Management, LLC | 5,604 | $52.7 萬 | 0.12% | −5,795−50.8% | 減碼 |
| IFP Advisors, Inc | 5,599 | $52.6 萬 | 0.01% | −795−12.4% | 減碼 |
| Wealth Group Ltd | 5,538 | $52.1 萬 | 0.13% | −2,515−31.2% | 減碼 |
| Wolverine Trading, LLC | 5,551 | $51.8 萬 | 0.01% | +5,551 | 新進 |
| Sage Mountain Advisors LLC | 5,503 | $51.7 萬 | 0.03% | 00.0% | 不變 |
| Robinswood Financial LLC | 5,486 | $51.6 萬 | 0.18% | 00.0% | 不變 |
| BCJ Capital Management, LLC | 5,480 | $51.5 萬 | 0.03% | −1,708−23.8% | 減碼 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 5,375 | $50.5 萬 | 0.07% | +1,857+52.8% | 加碼 |
| Vicus Capital | 5,350 | $50.3 萬 | 0.04% | +5,350 | 新進 |
| Cardiff Park Advisors, LLC | 5,325 | $50.1 萬 | 0.04% | 00.0% | 不變 |
| Wealth Preservation Advisors, LLC | 5,236 | $49.2 萬 | 0.30% | 00.0% | 不變 |
| AMG National Trust Bank | 5,205 | $48.9 萬 | 0.01% | 00.0% | 不變 |
| Founders Financial Securities LLC | 5,167 | $48.6 萬 | 0.04% | +454+9.6% | 加碼 |
| Smallwood Wealth Investment Management, LLC | 5,146 | $48.4 萬 | 0.28% | 00.0% | 不變 |
| IVC Wealth Advisors LLC | 5,057 | $47.5 萬 | 0.23% | +55+1.1% | 加碼 |
| Meridian Wealth Advisors, LLC | 5,000 | $47.0 萬 | 0.07% | +5,000 | 新進 |
| OneAscent Financial Services LLC | 4,945 | $46.5 萬 | 0.03% | +4,945 | 新進 |
| Wealth Effects LLC | 4,910 | $46.1 萬 | 0.17% | +25+0.5% | 加碼 |
| Clientfirst Wealth Management, LLC | 4,888 | $45.9 萬 | 0.47% | +80+1.7% | 加碼 |
| Kiker Wealth Management, LLC | 4,839 | $45.5 萬 | 0.26% | +166+3.6% | 加碼 |
| Instrumental Wealth, LLC | 4,395 | $44.7 萬 | 0.36% | +125+2.9% | 加碼 |
| Cascade Financial Partners, LLC | 4,744 | $44.6 萬 | 0.05% | −638−11.9% | 減碼 |
| Schneider Downs Wealth Management Advisors, LP | 4,712 | $44.3 萬 | 0.07% | +4,712 | 新進 |
| Ritholtz Wealth Management | 4,708 | $44.3 萬 | 0.01% | +430+10.1% | 加碼 |
| Endowment Wealth Management, Inc. | 4,700 | $44.2 萬 | 0.23% | +1,484+46.1% | 加碼 |
| Five Pine Wealth Management | 4,657 | $43.8 萬 | 0.32% | +407+9.6% | 加碼 |
| Raymond James Financial Inc | 4,629 | $43.5 萬 | 0.00% | +293+6.8% | 加碼 |
| Savant Capital, LLC | 4,606 | $43.3 萬 | 0.00% | −934−16.9% | 減碼 |
| Perigon Wealth Management, LLC | 4,590 | $43.1 萬 | 0.01% | +1,730+60.5% | 加碼 |
| National Wealth Management Group, LLC | 4,569 | $42.9 萬 | 0.24% | +244+5.6% | 加碼 |
| Ausdal Financial Partners, Inc. | 4,523 | $42.5 萬 | 0.03% | +4,523 | 新進 |
| Prime Capital Investment Advisors, LLC | 4,516 | $42.4 萬 | 0.01% | +321+7.7% | 加碼 |
| Gitterman Wealth Management, LLC | 4,511 | $42.4 萬 | 0.10% | +205+4.8% | 加碼 |
| Old Mission Investment Co LLC | 4,504 | $42.3 萬 | 0.12% | +1,525+51.2% | 加碼 |
| KKM Financial LLC | 4,500 | $42.3 萬 | 0.15% | 00.0% | 不變 |
| Geneva Partners, LLC | 4,499 | $42.3 萬 | 0.17% | +128+2.9% | 加碼 |
| Atria Investments LLC | 4,481 | $42.1 萬 | 0.00% | +980+28.0% | 加碼 |
| Drucker Wealth 3.0, LLC | 4,269 | $41.7 萬 | 0.08% | −143−3.2% | 減碼 |
| McAdam, LLC | 4,404 | $41.4 萬 | 0.02% | +78+1.8% | 加碼 |
| Retirement Income Solutions, Inc | 4,389 | $41.3 萬 | 0.08% | −530−10.8% | 減碼 |
| Beacon Capital Management, LLC | 4,315 | $40.6 萬 | 0.05% | +187+4.5% | 加碼 |
| Strait & Sound Wealth Management LLC | 4,310 | $40.5 萬 | 0.17% | 00.0% | 不變 |
| Exchange Capital Management, Inc. | 4,300 | $40.4 萬 | 0.06% | 00.0% | 不變 |
| Greenberg Financial Group | 7,909 | $40.4 萬 | 0.15% | +668+9.2% | 加碼 |
| Guardian Wealth Advisors, LLC | 4,285 | $40.3 萬 | 0.03% | +250+6.2% | 加碼 |
| Valmark Advisers, Inc. | 4,277 | $40.2 萬 | 0.01% | +4,277 | 新進 |
| Impact Partnership Wealth, LLC | 4,255 | $40.0 萬 | 0.07% | +150+3.7% | 加碼 |
| Tocqueville Asset Management L.P. | 4,230 | $39.8 萬 | 0.01% | 00.0% | 不變 |
| Titleist Asset Management, LLC | 4,229 | $39.8 萬 | 0.04% | +12+0.3% | 加碼 |
| Robertson Stephens Wealth Management, LLC | 4,196 | $39.4 萬 | 0.01% | −540−11.4% | 減碼 |
| Claro Advisors LLC | 4,186 | $39.3 萬 | 0.06% | +520+14.2% | 加碼 |
| MCF Advisors LLC | 4,062 | $38.2 萬 | 0.03% | +2,603+178.4% | 加碼 |
| Ellis Investment Partners, LLC | 4,040 | $38.0 萬 | 0.07% | −358−8.1% | 減碼 |
| Pensionmark Financial Group, LLC | 4,037 | $37.9 萬 | 0.01% | −80−1.9% | 減碼 |
| Riggs Asset Managment Co. Inc. | 4,023 | $37.8 萬 | 0.09% | +4,023 | 新進 |
| Waddell & Associates, LLC | 4,022 | $37.8 萬 | 0.04% | 00.0% | 不變 |
| MONECO Advisors, LLC | 4,022 | $37.8 萬 | 0.04% | +118+3.0% | 加碼 |
| Diversify Wealth Management, LLC | 3,561 | $37.2 萬 | 0.02% | +10.0% | 加碼 |
| Simon Quick Advisors, LLC | 3,939 | $37.0 萬 | 0.02% | 00.0% | 不變 |
| Scotia Capital Inc. | 3,908 | $36.7 萬 | 0.00% | −604−13.4% | 減碼 |
| Tamar Securities, LLC | 3,907 | $36.7 萬 | 0.04% | −316−7.5% | 減碼 |
| Group One Trading, L.P. | 3,891 | $36.6 萬 | 0.01% | +3,891 | 新進 |
| Anson Capital, Inc. | 3,854 | $36.2 萬 | 0.29% | +400+11.6% | 加碼 |
| Centaurus Financial, Inc. | 3,854 | $36.2 萬 | 0.02% | 00.0% | 不變 |
| Invesco Ltd. | 3,851 | $36.2 萬 | 0.00% | −447−10.4% | 減碼 |
| BKD Wealth Advisors, LLC | 3,849 | $36.2 萬 | 0.01% | −340−8.1% | 減碼 |
| Franklin Resources Inc | 3,839 | $36.1 萬 | 0.00% | +449+13.2% | 加碼 |
| Oakworth Capital, Inc. | 3,836 | $36.1 萬 | 0.02% | 00.0% | 不變 |
| Sandy Cove Advisors, LLC | 3,808 | $35.8 萬 | 0.13% | −257−6.3% | 減碼 |
| Arkadios Wealth Advisors | 3,801 | $35.7 萬 | 0.01% | +3,801 | 新進 |