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 4 季 13F 持有人
Fidelity Wise Origin Bitcoin Fund 在 2025/12/31 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
- 680
- 較 2025 年第 3 季 +4 家
- 持有股數
- 4,407 萬
- 較 2025 年第 3 季 −27.0 萬 (−0.6%)
- 總市值
- $33.6 億
- 較 2025 年第 3 季 −$10.6 億 (−24.0%)
- 新進機構
- 119
- 另有 322 家加碼
- 清倉機構
- 115
- 另有 139 家減碼
另有 9 家機構在 2025 年第 3 季持有、還沒有申報 2025 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 |
2025 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 2025 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Keebeck Wealth Management, LLC | 3,670 | $28.0 萬 | 0.03% | +3,670 | 新進 |
| Sentinel Pension Advisors Inc | 3,696 | $28.2 萬 | 0.04% | +976+35.9% | 加碼 |
| RMR Capital Management, LLC | 3,709 | $28.3 萬 | 0.20% | 00.0% | 不變 |
| NorthStar Asset Management LLC | 3,720 | $28.4 萬 | 0.13% | 00.0% | 不變 |
| DMG Group, LLC | 3,746 | $28.6 萬 | 0.19% | +1,094+41.3% | 加碼 |
| Cornerstone Advisory, LLC | 3,762 | $28.7 萬 | 0.03% | +3,762 | 新進 |
| Oakworth Capital, Inc. | 3,836 | $29.2 萬 | 0.02% | 00.0% | 不變 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 3,894 | $29.7 萬 | 0.04% | −1,392−26.3% | 減碼 |
| Diversify Wealth Management, LLC | 3,617 | $29.8 萬 | 0.01% | 00.0% | 不變 |
| MONECO Advisors, LLC | 3,925 | $29.9 萬 | 0.02% | −367−8.6% | 減碼 |
| Connective Capital Management, LLC | 3,960 | $30.2 萬 | 0.18% | +763+23.9% | 加碼 |
| Clearwave Capital, LLC | 3,963 | $30.2 萬 | 0.22% | +3,963 | 新進 |
| Prasad Wealth Partners, LLC | 3,996 | $30.5 萬 | 0.08% | +583+17.1% | 加碼 |
| JPMorgan Chase & Co | 3,996 | $30.5 萬 | 0.00% | +3,149+371.8% | 加碼 |
| Centaurus Financial, Inc. | 4,025 | $30.7 萬 | 0.01% | 00.0% | 不變 |
| Stiles Financial Services Inc | 4,034 | $30.8 萬 | 0.09% | +1,000+33.0% | 加碼 |
| Tamar Securities, LLC | 4,125 | $31.4 萬 | 0.03% | +25+0.6% | 加碼 |
| BridgePort Financial Solutions, LLC | 4,133 | $31.5 萬 | 0.08% | +242+6.2% | 加碼 |
| Markin Asset Management, LP | 4,215 | $32.1 萬 | 0.35% | +4,215 | 新進 |
| Whittier Trust Co | 4,000 | $32.2 萬 | 0.00% | −2,000−33.3% | 減碼 |
| Curran Financial Partners, LLC | 4,238 | $32.3 萬 | 0.06% | −610−12.6% | 減碼 |
| Rather & Kittrell, Inc. | 4,246 | $32.4 萬 | 0.05% | +1,779+72.1% | 加碼 |
| Guardian Wealth Advisors, LLC | 4,282 | $32.6 萬 | 0.02% | −6−0.1% | 減碼 |
| Halbert Hargrove Global Advisors, LLC | 4,337 | $33.1 萬 | 0.02% | +575+15.3% | 加碼 |
| Harel Insurance Investments & Financial Services Ltd. | 4,409 | $33.6 萬 | 0.00% | +2,793+172.8% | 加碼 |
| AlphaCore Capital LLC | 4,413 | $33.6 萬 | 0.01% | +4,413 | 新進 |
| Grimes & Company, Inc. | 4,494 | $34.3 萬 | 0.01% | +704+18.6% | 加碼 |
| Bryn Mawr Trust Co | 4,497 | $34.3 萬 | 0.01% | +2,800+165.0% | 加碼 |
| IFG Advisors, LLC | 4,523 | $34.5 萬 | 0.06% | +1,188+35.6% | 加碼 |
| BCJ Capital Management, LLC | 4,535 | $34.6 萬 | 0.02% | +20.0% | 加碼 |
| Appleton Partners Inc | 4,534 | $34.6 萬 | 0.02% | +213+4.9% | 加碼 |
| BIP Wealth, LLC | 4,577 | $34.9 萬 | 0.01% | +4,577 | 新進 |
| Simon Quick Advisors, LLC | 4,579 | $34.9 萬 | 0.02% | 00.0% | 不變 |
| Adamsbrown Wealth Consultants LLC | 4,589 | $35.0 萬 | 0.10% | +507+12.4% | 加碼 |
| Commerce Bank | 4,605 | $35.1 萬 | 0.00% | 00.0% | 不變 |
| EdgeRock Capital LLC | 4,641 | $35.4 萬 | 0.09% | +1,976+74.1% | 加碼 |
| Fisher Asset Management, LLC | 4,648 | $35.4 萬 | 0.00% | +4,648 | 新進 |
| RPg Family Wealth Advisory, LLC | 4,658 | $35.5 萬 | 0.08% | +663+16.6% | 加碼 |
| Ritholtz Wealth Management | 4,678 | $35.7 萬 | 0.01% | 00.0% | 不變 |
| Rehmann Capital Advisory Group | 4,695 | $35.8 萬 | 0.02% | −2,360−33.5% | 減碼 |
| Riggs Asset Managment Co. Inc. | 4,707 | $35.9 萬 | 0.07% | 00.0% | 不變 |
| Schneider Downs Wealth Management Advisors, LP | 4,712 | $35.9 萬 | 0.04% | 00.0% | 不變 |
| StoryOne LLC | 0 | $36.0 萬 | 0.22% | 0 | 新進 |
| Sowell Financial Services LLC | 4,749 | $36.2 萬 | 0.01% | −31,956−87.1% | 減碼 |
| SlateStone Wealth, LLC | 4,768 | $36.3 萬 | 0.03% | +355+8.0% | 加碼 |
| Becker Capital Management Inc | 4,780 | $36.4 萬 | 0.01% | 00.0% | 不變 |
| Tectonic Advisors LLC | 4,802 | $36.6 萬 | 0.02% | −777−13.9% | 減碼 |
| CAPROCK Group, Inc. | 4,902 | $37.4 萬 | 0.01% | +1,283+35.5% | 加碼 |
| Insigneo Advisory Services, LLC | 4,916 | $37.5 萬 | 0.03% | −279−5.4% | 減碼 |
| Drucker Wealth 3.0, LLC | 5,036 | $38.4 萬 | 0.07% | +767+18.0% | 加碼 |
| Smallwood Wealth Investment Management, LLC | 5,046 | $38.5 萬 | 0.20% | −100−1.9% | 減碼 |
| IVC Wealth Advisors LLC | 5,057 | $38.5 萬 | 0.17% | 00.0% | 不變 |
| McAdam, LLC | 5,076 | $38.7 萬 | 0.02% | +395+8.4% | 加碼 |
| Centerpoint Advisors, LLC | 5,072 | $38.7 萬 | 0.12% | +2,498+97.0% | 加碼 |
| Invesco Ltd. | 5,124 | $39.1 萬 | 0.00% | +680+15.3% | 加碼 |
| Platform Technology Partners | 5,127 | $39.1 萬 | 0.08% | +2,110+69.9% | 加碼 |
| Advyzon Investment Management, LLC | 5,129 | $39.1 萬 | 0.05% | −342−6.3% | 減碼 |
| Gryphon Financial Partners LLC | 5,133 | $39.1 萬 | 0.04% | +104+2.1% | 加碼 |
| AMG National Trust Bank | 5,205 | $39.7 萬 | 0.01% | 00.0% | 不變 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 5,207 | $39.7 萬 | 0.02% | −3,384−39.4% | 減碼 |
| Relyea Zuckerberg Hanson LLC | 5,239 | $39.9 萬 | 0.04% | +2,163+70.3% | 加碼 |
| Pine Valley Investments Ltd Liability Co | 5,253 | $40.0 萬 | 0.02% | +1,536+41.3% | 加碼 |
| Vestor Capital, LLC | 8,559 | $40.4 萬 | 0.03% | +2,864+50.3% | 加碼 |
| Retirement Income Solutions, Inc | 5,341 | $40.7 萬 | 0.07% | +209+4.1% | 加碼 |
| McMill Wealth Management | 5,378 | $41.0 萬 | 0.12% | +3,103+136.4% | 加碼 |
| Savant Capital, LLC | 5,438 | $41.5 萬 | 0.00% | −674−11.0% | 減碼 |
| Old Mission Investment Co LLC | 5,444 | $41.5 萬 | 0.10% | +129+2.4% | 加碼 |
| Chicago Partners Investment Group LLC | 5,327 | $41.5 萬 | 0.01% | −3,188−37.4% | 減碼 |
| Tocqueville Asset Management L.P. | 5,450 | $41.5 萬 | 0.01% | +700+14.7% | 加碼 |
| Oak Grove Capital LLC | 5,469 | $41.7 萬 | 0.08% | −7,420−57.6% | 減碼 |
| Ausdal Financial Partners, Inc. | 5,471 | $41.7 萬 | 0.02% | +1,040+23.5% | 加碼 |
| Sage Mountain Advisors LLC | 5,481 | $41.8 萬 | 0.02% | −22−0.4% | 減碼 |
| Robinswood Financial LLC | 5,486 | $41.8 萬 | 0.13% | 00.0% | 不變 |
| Clarus Group, Inc. | 5,500 | $41.9 萬 | 0.15% | +2,500+83.3% | 加碼 |
| The PNC Financial Services Group, Inc. | 5,518 | $42.1 萬 | 0.00% | +5,293+2,352.4% | 加碼 |
| Sandy Cove Advisors, LLC | 5,520 | $42.1 萬 | 0.12% | +499+9.9% | 加碼 |
| Founders Financial Securities LLC | 5,522 | $42.1 萬 | 0.02% | +35+0.6% | 加碼 |
| Allworth Financial LP | 5,563 | $42.4 萬 | 0.00% | −553−9.0% | 減碼 |
| Avidian Wealth Solutions, LLC | 5,567 | $42.4 萬 | 0.02% | +1,968+54.7% | 加碼 |
| Sunbelt Securities, Inc. | 5,644 | $43.0 萬 | 0.03% | −890−13.6% | 減碼 |
| Stokes Family Office, LLC | 5,662 | $43.2 萬 | 0.04% | +1,470+35.1% | 加碼 |
| Wealthspire Advisors, LLC | 5,668 | $43.2 萬 | 0.00% | −1,048−15.6% | 減碼 |
| Horizon Kinetics Asset Management LLC | 5,681 | $43.3 萬 | 0.01% | 00.0% | 不變 |
| Avestar Capital, LLC | 5,711 | $43.5 萬 | 0.03% | +5,711 | 新進 |
| Anson Capital, Inc. | 5,745 | $43.8 萬 | 0.32% | +1,920+50.2% | 加碼 |
| Cape Investment Advisory, Inc. | 5,795 | $44.2 萬 | 0.14% | +5,795 | 新進 |
| Strategic Wealth Partners, Ltd. | 5,804 | $44.2 萬 | 0.03% | 00.0% | 不變 |
| Smartleaf Asset Management LLC | 5,808 | $44.5 萬 | 0.02% | +5,808 | 新進 |
| Cascade Financial Partners, LLC | 5,834 | $44.5 萬 | 0.05% | +748+14.7% | 加碼 |
| Beacon Capital Management, LLC | 5,869 | $44.7 萬 | 0.07% | +987+20.2% | 加碼 |
| Central Trust Co | 5,894 | $44.9 萬 | 0.01% | −427−6.8% | 減碼 |
| Asset Dedication, LLC | 5,895 | $44.9 萬 | 0.03% | −328−5.3% | 減碼 |
| Scotia Capital Inc. | 5,935 | $45.2 萬 | 0.00% | +475+8.7% | 加碼 |
| Legacy Financial Advisors, Inc. | 5,978 | $45.6 萬 | 0.06% | +1,132+23.4% | 加碼 |
| SkyView Investment Advisors, LLC | 6,000 | $45.7 萬 | 0.06% | −5,500−47.8% | 減碼 |
| Drive Wealth Management, LLC | 6,044 | $46.1 萬 | 0.09% | +3,493+136.9% | 加碼 |
| Transcend Wealth Collective, LLC | 6,065 | $46.2 萬 | 0.04% | +3,852+174.1% | 加碼 |
| Eagle Strategies LLC | 6,068 | $46.3 萬 | 0.06% | +6,068 | 新進 |
| Union Bancaire Privee, UBP SA | 7,690 | $46.6 萬 | 0.01% | 00.0% | 不變 |
| Franklin Resources Inc | 6,116 | $46.6 萬 | 0.00% | −3,385−35.6% | 減碼 |