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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 3 季與 2025 年第 2 季比較

持有 Fidelity Wise Origin Bitcoin Fund 的機構從 2025 年第 2 季到 2025 年第 3 季的變化。

2025 年第 3 季全部持有人2025 年第 2 季全部持有人

FBTC 的 13F 持有人:2025 年第 2 季與 2025 年第 3 季比較
項目2025 年第 2 季其中尚未申報 2025 年第 3 季2025 年第 3 季變化
持有家數62310685+72
股數4,967 萬12.5 萬4,452 萬−502.5 萬 (−10.1%)
市值$46.8 億$1,142 萬$44.4 億−$2.24 億 (−4.8%)

10 家機構在 2025 年第 2 季持有、還沒有申報 2025 年第 3 季:沒申報不算清倉,所以變化不計入它們。

新進機構(102 家)

2025 年第 3 季季末持有 Fidelity Wise Origin Bitcoin Fund、2025 年第 2 季季末沒有持有的機構。

依市值列出前 100 家,共 102 家。

2025 年第 3 季新進 FBTC 的機構
機構股數市值佔組合 %
Guardian Point Capital, LP200,000$1,996 萬7.68%
Old Mission Capital LLC110,180$1,100 萬0.39%
Great Point Wealth Advisors, LLC91,167$909.9 萬1.71%
Jump Financial, LLC62,371$622.5 萬0.08%
Berman McAleer LLC58,619$585.1 萬0.82%
Element Pointe Advisors, LLC41,005$409.3 萬0.87%
Tred Avon Family Wealth, LLC40,114$400.4 萬1.38%
Advisors Capital Management, LLC37,182$371.1 萬0.05%
Howard Capital Management Inc.34,786$347.2 萬0.05%
Exit Wealth Advisors, LLC.33,890$338.3 萬2.26%
Vise Technologies, Inc.32,767$327.0 萬0.12%
Summit Financial, LLC27,115$270.6 萬0.04%
Oak Grove Capital LLC12,889$128.6 萬0.28%
Cim, LLC10,226$102.1 萬0.13%
Ursa Fund Management, LLC10,000$99.8 萬1.93%
Financial Sense Advisors, Inc.9,540$95.2 萬0.18%
Precision Wealth Strategies, LLC6,637$66.2 萬0.21%
Panoramic Capital, LLC6,000$59.9 萬0.38%
Union Bancaire Privee, UBP SA7,690$58.4 萬0.01%
KG&L Capital Management,LLC5,431$54.2 萬0.15%
Becker Capital Management Inc4,780$47.7 萬0.01%
RPg Family Wealth Advisory, LLC3,995$39.9 萬0.09%
BridgePort Financial Solutions, LLC3,891$38.8 萬0.10%
Beacon Pointe Advisors, LLC3,756$37.5 萬0.00%
Avidian Wealth Solutions, LLC3,599$35.9 萬0.01%
Wealth Management Nebraska3,505$35.0 萬0.04%
OmniStar Financial Group, Inc.3,469$34.6 萬0.21%
CAPROCK Group, Inc.3,619$34.2 萬0.01%
Connective Capital Management, LLC3,197$31.9 萬0.29%
Peddock Capital Advisors, LLC3,103$31.0 萬0.07%
Puff Wealth Management, LLC3,014$30.1 萬0.46%
NorthRock Partners, LLC2,999$29.9 萬0.01%
JT Stratford LLC2,951$29.5 萬0.04%
EdgeRock Capital LLC2,665$26.6 萬0.07%
DMG Group, LLC2,652$26.5 萬0.18%
Whitaker-Myers Wealth Managers, LTD.2,650$26.4 萬0.06%
Harmony Asset Management LLC2,625$26.2 萬0.09%
Kera Capital Partners, Inc.2,625$26.2 萬0.04%
Guardian Partners Inc.2,498$25.6 萬0.02%
Sax Wealth Advisors, LLC2,500$25.0 萬0.01%
Mill Creek Capital Advisors, LLC2,484$24.8 萬0.01%
TRUE Private Wealth Advisors2,456$24.5 萬0.03%
Atlas Brown,Inc.2,453$24.5 萬0.07%
Paradigm Financial Partners, LLC2,415$24.1 萬0.02%
Shade Tree Advisors LLC2,415$24.1 萬0.21%
East Coast Asset Management, LLC.2,345$23.4 萬0.07%
Aspiring Ventures, LLC2,331$23.3 萬0.08%
Berkeley Capital Partners, LLC2,324$23.2 萬0.05%
Conservest Capital Advisors, Inc.2,295$22.9 萬0.02%
Gutierrez Wealth Advisory, LLC2,256$22.5 萬0.14%
National Asset Management, Inc.2,254$22.5 萬0.01%
Transcend Wealth Collective, LLC2,213$22.1 萬0.02%
United Financial Planning Group LLC2,185$21.8 萬0.14%
Dynamic Financial Group2,183$21.8 萬0.19%
Entrewealth, LLC2,182$21.8 萬0.11%
Retirement Planning Group2,172$21.7 萬0.01%
SPC Financial, Inc.2,146$21.4 萬0.02%
Tyche Wealth Partners LLC2,141$21.4 萬0.04%
Adviser Investments LLC2,140$21.4 萬0.00%
SeaCrest Wealth Management, LLC1,961$21.1 萬0.02%
Prospera Financial Services Inc2,108$21.0 萬0.00%
PFG Investments, LLC2,106$21.0 萬0.01%
RS Crum Inc.2,100$21.0 萬0.05%
Cypress Wealth Services, LLC2,095$20.9 萬0.03%
Nicolet Bankshares Inc2,076$20.7 萬0.03%
Massachusetts Wealth Management2,067$20.6 萬0.10%
Corepath Wealth Partners LLC1,877$20.5 萬0.15%
Pinnacle Associates Ltd2,050$20.5 萬0.00%
Corps Capital Advisors, LLC2,050$20.5 萬0.31%
Cooper Financial Group2,044$20.4 萬0.02%
Stratos Wealth Partners, LTD.2,029$20.3 萬0.00%
LJI Wealth Management, LLC2,009$20.1 萬0.04%
Flputnam Investment Management Co2,007$20.0 萬0.00%
New Harbor Financial Group, LLC2,006$20.0 萬0.04%
Pathway Financial Advisers, LLC1,623$16.2 萬0.05%
Hicks Capital Management LLC1,200$12.0 萬0.20%
Noble Wealth Management PBC970$9.68 萬0.05%
Turim 21 Investimentos Ltda.877$8.75 萬0.03%
Asset Planning,Inc750$7.49 萬0.05%
Towarzystwo Funduszy Inwestycyjnych Pzu SA640$6.37 萬0.02%
Rockefeller Capital Management L.P.532$5.31 萬0.00%
Guerra Advisors Inc527$5.26 萬0.02%
Thurston, Springer, Miller, Herd & Titak, Inc.447$4.46 萬0.09%
Mather Group, LLC.328$3.27 萬0.00%
Financial Consulate, Inc322$3.21 萬0.00%
Turning Point Benefit Group, Inc.301$3.09 萬0.02%
Barnes Dennig Private Wealth Management LLC305$3.04 萬0.03%
Anfield Capital Management, LLC300$2.99 萬0.01%
Avalon Trust Co250$2.50 萬0.00%
Main Management LLC219$2.20 萬0.00%
Cranbrook Wealth Management, LLC196$1.96 萬0.00%
TFC Financial Management150$1.50 萬0.00%
Atwood & Palmer Inc125$1.25 萬0.00%
Cloud Capital Management, LLC126$1.20 萬0.01%
Root Financial Partners, LLC94$9,3820.00%
Your Advocates Ltd., LLP35$3,4930.00%
Valued Wealth Advisors LLC20$1,9970.00%
JPL Wealth Management, LLC20$1,9970.00%
Tower Research Capital LLC (TRC)18$1,7970.00%
Crewe Advisors LLC16$1,5970.00%

清倉機構(30 家)

2025 年第 2 季季末持有 Fidelity Wise Origin Bitcoin Fund、2025 年第 3 季有申報但已經沒有持有的機構。

尚未申報 2025 年第 3 季的機構(10 家)

2025 年第 2 季季末持有 Fidelity Wise Origin Bitcoin Fund、還沒有申報 2025 年第 3 季 13F 的機構。沒申報不代表賣出,所以不算清倉。

2025 年第 2 季持有 FBTC、尚未申報 2025 年第 3 季的機構
機構2025 年第 2 季股數2025 年第 2 季市值
Avantax Advisory Services, Inc.43,801$411.7 萬
EP Wealth Advisors, LLC33,243$312.5 萬
Graypoint LLC15,801$148.5 萬
Northeast Financial Consultants Inc9,874$92.8 萬
Congress Wealth Management LLC7,147$67.2 萬
Exchange Capital Management, Inc.4,300$40.4 萬
Greenberg Financial Group7,909$40.4 萬
Smith Anglin Financial, LLC2,708$25.5 萬
Iron Horse Wealth Management, LLC200$1.88 萬
PrairieView Partners, LLC92$8,000