Fidelity Wise Origin Bitcoin Fund

FBTC

交易所: CBOE
產業: Commodity Contracts Brokers & Dealers
SEC CIK: 0001852317

SEC 申報列表（在新分頁開啟）

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。

2026 年第 1 季與 2025 年第 4 季比較

持有 Fidelity Wise Origin Bitcoin Fund 的機構從 2025 年第 4 季到 2026 年第 1 季的變化。

2026 年第 1 季全部持有人 2025 年第 4 季全部持有人

FBTC 的 13F 持有人：2025 年第 4 季與 2026 年第 1 季比較
項目	2025 年第 4 季	其中尚未申報 2026 年第 1 季	2026 年第 1 季	變化
持有家數	680	13	650	−17
股數	4,407 萬	14.8 萬	3,545 萬	−847.0 萬 (−19.3%)
市值	$33.6 億	$1,129 萬	$21.0 億	−$12.6 億 (−37.5%)

13 家機構在 2025 年第 4 季持有、還沒有申報 2026 年第 1 季：沒申報不算清倉，所以變化不計入它們。

新進機構（79 家）

2026 年第 1 季季末持有 Fidelity Wise Origin Bitcoin Fund、2025 年第 4 季季末沒有持有的機構。

2026 年第 1 季新進 FBTC 的機構
機構	股數	市值	佔組合 %
Toroso Investments, LLC	543,781	$3,210 萬	0.10%
Simplex Trading, LLC	70,689	$417.3 萬	0.13%
Intercapital, LLC	47,000	$277.4 萬	1.54%
LFG Wealth Partners, LLC	44,101	$260.3 萬	1.57%
IPG Investment Advisors LLC	35,260	$208.1 萬	0.36%
Bank of New York Mellon Corp	31,217	$184.3 萬	0.00%
Johnson Investment Counsel Inc	28,623	$169.0 萬	0.01%
Quadrature Capital Ltd	27,313	$161.2 萬	0.02%
CIBC Bancorp USA Inc.	–	$144.6 萬	0.00%
ShoreHaven Wealth Partners, LLC	21,934	$129.5 萬	0.47%
Holland Advisory Services, Inc.	17,060	$100.7 萬	1.35%
Strategic Family Wealth Counselors, L.L.C.	16,763	$99.0 萬	0.26%
Weil Company, Inc.	15,871	$93.7 萬	0.21%
Sovran Advisors, LLC	13,208	$87.9 萬	0.07%
Old National Bancorp	13,350	$78.8 萬	0.01%
Integrated Advisors Network LLC	12,058	$71.2 萬	0.04%
Diversified Management Inc	11,490	$67.8 萬	0.12%
Warren Street Wealth Advisors, LLC	11,264	$66.5 萬	0.17%
Equitable Trust Co	9,763	$57.6 萬	0.03%
Kiker Wealth Management, LLC	8,927	$52.7 萬	0.25%
Massachusetts Wealth Management	8,867	$52.3 萬	0.23%
Fortitude Family Office, LLC	8,638	$51.0 萬	0.11%
Brighton Jones LLC	7,936	$46.8 萬	0.01%
Virtu Financial LLC	7,613	$44.9 萬	0.02%
Prime Capital Investment Advisors, LLC	7,356	$43.4 萬	0.01%
Savvy Advisors, Inc.	7,012	$41.4 萬	0.01%
Liberty Wealth Management LLC	6,668	$39.4 萬	0.05%
Independent Financial Group, LLC	6,355	$37.5 萬	0.01%
Crown Wealth Group, LLC	6,352	$37.5 萬	0.11%
Heritage Trust Co	6,130	$36.2 萬	0.04%
Tactive Advisors, LLC	5,742	$33.9 萬	0.10%
Wiser Wealth Management, Inc	5,661	$33.4 萬	0.07%
Headlands Technologies LLC	5,573	$32.9 萬	0.04%
Compass Capital Corp	4,335	$30.1 萬	0.11%
PFG Investments, LLC	4,995	$29.5 萬	0.01%
Intentional Wealth Strategies, LLC	4,908	$29.0 萬	0.27%
Cooper Financial Group	4,781	$28.2 萬	0.03%
Cedarwood Wealth LLC	4,686	$27.7 萬	0.28%
Spartan Wealth Advisory Services LLC	4,664	$27.5 萬	0.02%
Magnolia Private Wealth, LLC	4,617	$27.3 萬	0.18%
Advisory Alpha, LLC	4,300	$25.4 萬	0.01%
Mill Creek Capital Advisors, LLC	4,283	$25.3 萬	0.01%
Aspiring Ventures, LLC	4,265	$25.2 萬	0.08%
Avondale Wealth Management	4,166	$24.6 萬	0.12%
HBK Sorce Advisory LLC	3,393	$23.7 萬	0.00%
6th Street Advisors, LLC	3,889	$23.0 萬	0.14%
Group One Trading, L.P.	3,880	$22.9 萬	0.01%
Global Financial Private Client, LLC	3,702	$21.9 萬	0.07%
Modern Wealth Management, LLC	3,537	$21.0 萬	0.00%
AA Financial Advisors, LLC	3,514	$20.7 萬	0.03%
Buckingham Strategic Partners	3,482	$20.5 萬	0.00%
Balance Wealth, LLC	3,449	$20.4 萬	0.06%
RS Crum Inc.	3,400	$20.1 萬	0.04%
Clare Market Investments LLC	3,400	$20.1 萬	0.04%
Merkkuri Wealth Advisors LLC	1,032	$6.09 萬	0.04%
Golden State Equity Partners	1,002	$5.91 萬	0.00%
Southern Michigan Bank & Trust	817	$4.82 萬	0.02%
Game Plan Financial Advisors, LLC	475	$2.80 萬	0.01%
Mather Group, LLC.	328	$1.94 萬	0.00%
Innovative Asset Advisors Group, LLC	300	$1.77 萬	0.01%
Meramec Financial Planners, LLC	191	$1.27 萬	0.01%
Rockefeller Capital Management L.P.	200	$1.18 萬	0.00%
Wall Street Access Asset Management, LLC	150	$8,855	0.00%
Salem Investment Counselors Inc	141	$8,324	0.00%
Jones Financial Companies LLLP	130	$7,471	0.00%
Comprehensive Financial Planning, Inc.	125	$7,378	0.01%
Lloyd Advisory Services, LLC.	59	$3,483	0.00%
Kingdom Financial Group LLC.	59	$3,483	0.00%
Colonial Trust Advisors	50	$2,952	0.00%
JPL Wealth Management, LLC	20	$1,181	0.00%
JFS Wealth Advisors, LLC	19	$1,119	0.00%
Gs Investments, Inc.	18	$1,063	0.00%
Atlas Capital Advisors LLC	18	$1,062	0.00%
CVA Family Office, LLC	12	$708	0.00%
Holos Integrated Wealth LLC	10	$601	0.00%
Mowery & Schoenfeld Wealth Management, LLC	10	$591	0.00%
Signature Resources Capital Management, LLC	9	$531	0.00%
Hughes Financial Services, LLC	5	$295	0.00%
Strategic Financial Planning, Inc.	20,979	–	–

清倉機構（96 家）

2025 年第 4 季季末持有 Fidelity Wise Origin Bitcoin Fund、2026 年第 1 季有申報但已經沒有持有的機構。

2026 年第 1 季清倉 FBTC 的機構
機構	2025 年第 4 季股數	2025 年第 4 季市值
Capula Management Ltd	2,112,794	$1.61 億
Sculptor Capital LP	223,595	$1,704 萬
Citadel Advisors LLC	113,963	$868.7 萬
DRW Securities, LLC	102,361	$780.3 萬
Altfest L J & Co Inc	54,197	$413.1 萬
Promethium Advisors,llc	42,250	$322.1 萬
Beck Capital Management, LLC	41,460	$316.1 萬
RFG Advisory, LLC	40,880	$311.6 萬
Senator Investment Group LP	33,000	$251.6 萬
Rpo LLC	30,960	$236.0 萬
Ninepoint Partners LP	30,800	$234.8 萬
Staley Capital Advisers Inc	27,340	$208.4 萬
Flow Traders U.S. LLC	26,292	$200.4 萬
Inspirion Wealth Advisors, LLC	24,976	$190.4 萬
Venture Visionary Partners LLC	22,820	$174.0 萬
KG&L Capital Management,LLC	22,190	$169.2 萬
GK Wealth Management LLC	21,657	$165.1 萬
Ursa Fund Management, LLC	20,000	$152.5 萬
3EDGE Asset Management, LP	14,105	$107.5 萬
Gambit Capital Management, LLC	13,771	$105.0 萬
GR Financial Group, LLC	13,255	$101.0 萬
Crescent Grove Advisors, LLC	13,005	$99.1 萬
Two Sigma Securities, LLC	10,309	$78.6 萬
Diversify Advisory Services, LLC	8,781	$73.1 萬
J.W. Cole Advisors, Inc.	8,194	$61.2 萬
City State Bank	7,750	$59.1 萬
Hilltop Holdings Inc.	7,703	$58.7 萬
Bridgewater Advisors Inc.	6,137	$48.2 萬
Wealthspire Advisors, LLC	5,668	$43.2 萬
Oak Grove Capital LLC	5,469	$41.7 萬
Invesco Ltd.	5,124	$39.1 萬
Riggs Asset Managment Co. Inc.	4,707	$35.9 萬
Fisher Asset Management, LLC	4,648	$35.4 萬
Tamar Securities, LLC	4,125	$31.4 萬
MONECO Advisors, LLC	3,925	$29.9 萬
Cornerstone Advisory, LLC	3,762	$28.7 萬
DMG Group, LLC	3,746	$28.6 萬
Keebeck Wealth Management, LLC	3,670	$28.0 萬
Legacy Capital Wealth Management, LLC	3,649	$27.8 萬
Veracity Capital LLC	3,492	$26.6 萬
Brogan Financial, Inc.	3,408	$26.0 萬
Titleist Asset Management, LLC	3,404	$26.0 萬
Pekin Hardy Strauss, Inc.	3,361	$25.6 萬
Peregrine Asset Advisers, Inc.	3,350	$25.5 萬
J. Safra Sarasin Holding AG	3,312	$25.3 萬
Thompson Davis & Co., Inc.	3,315	$25.3 萬
AlTi Global, Inc.	3,311	$25.2 萬
Park Edge Advisors, LLC	3,240	$24.7 萬
Integrity Alliance, LLC.	3,224	$24.6 萬
Hengehold Capital Management LLC	3,162	$24.1 萬
Dedeker Financial LLC	3,155	$24.0 萬
Primoris Wealth Advisors, LLC	3,136	$23.9 萬
Peddock Capital Advisors, LLC	3,103	$23.7 萬
DGS Capital Management, LLC	3,088	$23.5 萬
Zuckerman Investment Group, LLC	3,043	$23.2 萬
Sugar Maple Asset Management, LLC	3,042	$23.2 萬
NorthRock Partners, LLC	3,011	$23.0 萬
Alpha Zero LLC	3,005	$22.9 萬
Beese Fulmer Investment Management, Inc.	2,998	$22.9 萬
Financial Advisory Service, Inc.	2,996	$22.8 萬
Burrus Financial Services, Inc.	4,692	$22.7 萬
Vestia Personal Wealth Advisors	2,872	$22.5 萬
LongView Wealth Management	2,821	$22.5 萬
OmniStar Financial Group, Inc.	2,934	$22.4 萬
Alan B. Lancz & Associates, Inc.	2,900	$22.1 萬
Empower Advisory Group, LLC	2,869	$21.9 萬
Prospera Financial Services Inc	2,862	$21.8 萬
Midwest Trust Co	2,813	$21.4 萬
Koshinski Asset Management, Inc.	2,807	$21.4 萬
Paradigm Financial Partners, LLC	2,781	$21.2 萬
Harmony Asset Management LLC	2,779	$21.2 萬
Main Street Financial Solutions, LLC	2,771	$21.1 萬
Broussard Financial Group LLC	2,752	$21.0 萬
Kagan Cocozza Asset Management	2,740	$20.9 萬
Baker Boyer National Bank	2,722	$20.7 萬
Cobblestone Asset Management LLC	2,704	$20.6 萬
Palatine Hill Wealth Management, LLC	2,704	$20.6 萬
Atlas Brown,Inc.	2,653	$20.2 萬
Cary Street Partners Financial LLC	2,492	$19.0 萬
Rosenberg Matthew Hamilton	2,219	$16.9 萬
DV Trading LLC	2,062	$15.7 萬
Hills Bank & Trust Co	1,785	$13.6 萬
Stonehage Fleming Financial Services Holdings Ltd	337	$2.57 萬
Cary Street Partner Investment Advisory LLC	320	$2.44 萬
SageView Advisory Group, LLC	305	$2.32 萬
CrossGen Wealth, LLC	275	$2.10 萬
Main Management LLC	208	$1.60 萬
TFC Financial Management	150	$1.14 萬
UBS Group AG	108	$8,233
Elyxium Wealth, LLC	100	$7,623
Quattro Advisors LLC	18	$1,350
Concord Wealth Partners	17	$1,324
Valued Wealth Advisors LLC	15	$1,144
Dunhill Financial, LLC	10	$762
SWAN Capital LLC	5	$381
Tower Research Capital LLC (TRC)	1	$76

尚未申報 2026 年第 1 季的機構（13 家）

2025 年第 4 季季末持有 Fidelity Wise Origin Bitcoin Fund、還沒有申報 2026 年第 1 季 13F 的機構。沒申報不代表賣出，所以不算清倉。

2025 年第 4 季持有 FBTC、尚未申報 2026 年第 1 季的機構
機構	2025 年第 4 季股數	2025 年第 4 季市值
Militia Capital Partners, LP	42,300	$322.5 萬
CIBC Private Wealth Group, LLC	33,549	$255.7 萬
Global Retirement Partners, LLC	32,870	$250.6 萬
Greenberg Financial Group	8,169	$62.3 萬
FineMark National Bank & Trust	8,065	$61.5 萬
Running Point Capital Advisors, LLC	7,743	$59.0 萬
Vantage Financial Partners, LLC	6,298	$48.0 萬
Puff Wealth Management, LLC	3,014	$23.6 萬
SB Capital Management Inc	2,730	$20.8 萬
ORG Partners LLC	1,452	$11.1 萬
Comerica Bank	1,106	$8.43 萬
Stephens Consulting, LLC	350	$2.67 萬
New Millennium Group LLC	337	$2.57 萬