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。
2026 年第 1 季 13F 持有人
Fidelity Wise Origin Bitcoin Fund 在 2026/3/31 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
- 650
- 較 2025 年第 4 季 −17 家
- 持有股數
- 3,545 萬
- 較 2025 年第 4 季 −847.0 萬 (−19.3%)
- 總市值
- $21.0 億
- 較 2025 年第 4 季 −$12.6 億 (−37.5%)
- 新進機構
- 79
- 另有 294 家加碼
- 清倉機構
- 96
- 另有 146 家減碼
另有 13 家機構在 2025 年第 4 季持有、還沒有申報 2026 年第 1 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 |
2026 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Marietta Wealth Management, LLC | 14,470 | $85.4 萬 | 0.10% | 00.0% | 不變 |
| Sovran Advisors, LLC | 13,208 | $87.9 萬 | 0.07% | +13,208 | 新進 |
| WESCAP Management Group, Inc. | 14,901 | $88.0 萬 | 0.17% | −7,324−33.0% | 減碼 |
| Cim, LLC | 15,142 | $89.4 萬 | 0.13% | +3,920+34.9% | 加碼 |
| Great Valley Advisor Group, Inc. | 15,299 | $90.3 萬 | 0.02% | −797−5.0% | 減碼 |
| Condor Capital Management | 15,311 | $90.4 萬 | 0.08% | +996+7.0% | 加碼 |
| Revisor Wealth Management LLC | 15,325 | $90.5 萬 | 0.25% | −491−3.1% | 減碼 |
| Belpointe Asset Management LLC | 15,621 | $92.2 萬 | 0.03% | +7,157+84.6% | 加碼 |
| Stratos Wealth Advisors, LLC | 15,672 | $92.5 萬 | 0.06% | −4,930−23.9% | 減碼 |
| Weil Company, Inc. | 15,871 | $93.7 萬 | 0.21% | +15,871 | 新進 |
| Bedel Financial Consulting, Inc. | 16,177 | $95.5 萬 | 0.11% | +1,411+9.6% | 加碼 |
| Corps Capital Advisors, LLC | 16,182 | $95.5 萬 | 0.83% | +8,957+124.0% | 加碼 |
| National Wealth Management Group, LLC | 16,448 | $97.1 萬 | 0.36% | −1,186−6.7% | 減碼 |
| Mustard Seed Financial, LLC | 16,494 | $97.4 萬 | 0.58% | +517+3.2% | 加碼 |
| Almanack Investment Partners, LLC. | 16,508 | $97.4 萬 | 0.16% | −4,285−20.6% | 減碼 |
| Atria Investments LLC | 16,683 | $98.5 萬 | 0.01% | +2,461+17.3% | 加碼 |
| Strategic Family Wealth Counselors, L.L.C. | 16,763 | $99.0 萬 | 0.26% | +16,763 | 新進 |
| Essex Financial Services, Inc. | 16,791 | $99.1 萬 | 0.06% | −481−2.8% | 減碼 |
| Osbon Capital Management LLC | 16,910 | $99.8 萬 | 0.81% | +8,719+106.4% | 加碼 |
| Holland Advisory Services, Inc. | 17,060 | $100.7 萬 | 1.35% | +17,060 | 新進 |
| MAI Capital Management | 17,190 | $101.5 萬 | 0.01% | −322−1.8% | 減碼 |
| Proficio Capital Partners LLC | 17,275 | $102.0 萬 | 0.05% | −10,010−36.7% | 減碼 |
| Demars Financial Group, LLC | 17,402 | $102.7 萬 | 0.34% | +8,274+90.6% | 加碼 |
| US Bancorp | 17,406 | $102.7 萬 | 0.00% | −54,050−75.6% | 減碼 |
| Gamco Investors, Inc. Et Al | 17,500 | $103.3 萬 | 0.01% | 00.0% | 不變 |
| Soltis Investment Advisors LLC | 18,259 | $107.8 萬 | 0.07% | +1,104+6.4% | 加碼 |
| Parallel Advisors, LLC | 18,578 | $109.7 萬 | 0.02% | +5,773+45.1% | 加碼 |
| Life Line Wealth Management LLC | 18,682 | $110.3 萬 | 0.49% | 00.0% | 不變 |
| Mission Wealth Management, LP | 18,698 | $110.4 萬 | 0.02% | −5,923−24.1% | 減碼 |
| MTM Investment Management, LLC | 18,734 | $110.6 萬 | 0.35% | +3,394+22.1% | 加碼 |
| Mills Wealth Advisors LLC | 18,800 | $111.0 萬 | 0.39% | +3,297+21.3% | 加碼 |
| Meridian Wealth Management, LLC | 18,812 | $111.0 萬 | 0.04% | −2,353−11.1% | 減碼 |
| Bleakley Financial Group, LLC | 19,112 | $112.8 萬 | 0.02% | +2,257+13.4% | 加碼 |
| Aries Wealth Management | 19,148 | $113.0 萬 | 0.25% | +3,736+24.2% | 加碼 |
| Silverlake Wealth Management LLC | 19,237 | $113.6 萬 | 0.24% | +1,391+7.8% | 加碼 |
| LifeGoal Wealth Advisors | 19,381 | $115.0 萬 | 0.66% | −320−1.6% | 減碼 |
| Benchmark Financial Wealth Advisors, LLC | 19,663 | $116.1 萬 | 0.32% | +2,335+13.5% | 加碼 |
| WSFS Capital Management, LLC | 19,669 | $116.1 萬 | 0.06% | 00.0% | 不變 |
| Ancora Advisors, LLC | 19,904 | $117.5 萬 | 0.03% | −35−0.2% | 減碼 |
| Nkcfo LLC | 20,000 | $118.1 萬 | 0.35% | 00.0% | 不變 |
| Hubbell Strickland Wealth Management, LLC | 20,083 | $118.6 萬 | 0.47% | +273+1.4% | 加碼 |
| Wealth Alliance | 20,096 | $118.6 萬 | 0.12% | +11,057+122.3% | 加碼 |
| Bank of Montreal | 20,155 | $119.0 萬 | 0.00% | +8,856+78.4% | 加碼 |
| Highland Financial Advisors, LLC | 20,531 | $121.2 萬 | 0.32% | −1,169−5.4% | 減碼 |
| Pallas Capital Advisors LLC | 20,747 | $122.5 萬 | 0.05% | +10,007+93.2% | 加碼 |
| Financial Management Professionals, Inc. | 20,798 | $122.8 萬 | 0.14% | +100+0.5% | 加碼 |
| Precision Wealth Strategies, LLC | 21,128 | $124.7 萬 | 0.41% | +7,478+54.8% | 加碼 |
| Raymond James Financial Inc | 21,259 | $125.5 萬 | 0.00% | +10,297+93.9% | 加碼 |
| Camelot Portfolios, LLC | 21,411 | $126.4 萬 | 0.95% | +28+0.1% | 加碼 |
| Vivaldi Capital Management, LLC | 21,484 | $126.8 萬 | 0.18% | −16,376−43.3% | 減碼 |
| Betterment LLC | 21,526 | $127.1 萬 | 0.00% | +4,871+29.2% | 加碼 |
| Madison Park Capital Advisors, LLC | 21,693 | $128.1 萬 | 1.01% | +5,071+30.5% | 加碼 |
| JPMorgan Chase & Co | 22,196 | $128.5 萬 | 0.00% | +18,200+455.5% | 加碼 |
| ShoreHaven Wealth Partners, LLC | 21,934 | $129.5 萬 | 0.47% | +21,934 | 新進 |
| Tru Independence Asset Management 2, LLC | 22,010 | $129.9 萬 | 0.80% | +5,688+34.8% | 加碼 |
| Vise Technologies, Inc. | 17,049 | $130.0 萬 | 0.03% | 00.0% | 不變 |
| Pensionmark Financial Group, LLC | 22,139 | $130.7 萬 | 0.02% | +6,439+41.0% | 加碼 |
| Steward Partners Investment Advisory, LLC | 22,320 | $131.8 萬 | 0.01% | +18,706+517.6% | 加碼 |
| U.S. Capital Wealth Advisors, LLC | 22,397 | $132.2 萬 | 0.03% | +2,476+12.4% | 加碼 |
| Moneta Group Investment Advisors LLC | 22,436 | $132.4 萬 | 0.01% | +4,663+26.2% | 加碼 |
| Steel Peak Wealth Management LLC | 22,524 | $133.0 萬 | 0.04% | −37,833−62.7% | 減碼 |
| NewEdge Wealth, LLC | 22,946 | $135.5 萬 | 0.02% | +17+0.1% | 加碼 |
| Alchemi Wealth, LLC | 23,024 | $135.9 萬 | 0.75% | +4,717+25.8% | 加碼 |
| Signal Advisors Wealth, LLC | 23,334 | $137.7 萬 | 0.09% | +7,147+44.2% | 加碼 |
| AE Wealth Management LLC | 23,364 | $137.9 萬 | 0.01% | +2,411+11.5% | 加碼 |
| Objective Capital Management, LLC | 23,436 | $138.3 萬 | 1.40% | 00.0% | 不變 |
| Catalytic Wealth RIA, LLC | 23,827 | $140.7 萬 | 0.06% | +120+0.5% | 加碼 |
| Arete Wealth Advisors, LLC | 24,193 | $142.8 萬 | 0.11% | +2,746+12.8% | 加碼 |
| CIBC Bancorp USA Inc. | – | $144.6 萬 | 0.00% | – | 新進 |
| Stansberry Asset Management, LLC | 24,540 | $144.9 萬 | 0.15% | +1,049+4.5% | 加碼 |
| Clearstead Advisors, LLC | 24,558 | $145.0 萬 | 0.01% | +124+0.5% | 加碼 |
| Peloton Wealth Strategists | 24,571 | $145.0 萬 | 0.59% | +13,504+122.0% | 加碼 |
| RSM US Wealth Management LLC | 24,852 | $146.7 萬 | 0.02% | +7,723+45.1% | 加碼 |
| Abundance Wealth Counselors | 24,869 | $146.8 萬 | 0.21% | −2,768−10.0% | 減碼 |
| Financial Partners Group, Inc | 25,005 | $147.6 萬 | 0.18% | −798−3.1% | 減碼 |
| FRG Family Wealth Advisors LLC | 25,205 | $148.8 萬 | 0.24% | −6,370−20.2% | 減碼 |
| Evoke Wealth, LLC | 25,300 | $149.3 萬 | 0.03% | +12,060+91.1% | 加碼 |
| Principle Wealth Partners LLC | 25,343 | $149.6 萬 | 0.09% | +2,164+9.3% | 加碼 |
| Merit Financial Group, LLC | 25,442 | $150.2 萬 | 0.01% | −8,312−24.6% | 減碼 |
| Beacon Pointe Advisors, LLC | 26,164 | $154.4 萬 | 0.01% | +17,799+212.8% | 加碼 |
| Brown Brothers Harriman & Co | 26,427 | $156.0 萬 | 0.01% | −239−0.9% | 減碼 |
| Fidelis Capital Partners, LLC | 26,550 | $156.7 萬 | 0.11% | +23,925+911.4% | 加碼 |
| Cane Capital Partners, LLC | 26,770 | $158.0 萬 | 0.70% | +3,762+16.4% | 加碼 |
| Warren Averett Asset Management, LLC | 26,777 | $158.1 萬 | 0.01% | +10,548+65.0% | 加碼 |
| Permian Investment Partners, LP | 27,000 | $159.4 萬 | 0.18% | −33,000−55.0% | 減碼 |
| Summit Financial, LLC | 27,287 | $161.1 萬 | 0.02% | −618−2.2% | 減碼 |
| Quadrature Capital Ltd | 27,313 | $161.2 萬 | 0.02% | +27,313 | 新進 |
| Jump Financial, LLC | 27,359 | $161.5 萬 | 0.02% | +19,261+237.8% | 加碼 |
| Activest Wealth Management | 27,799 | $164.1 萬 | 0.29% | +27,356+6,175.2% | 加碼 |
| Qube Research & Technologies Ltd | 27,872 | $164.5 萬 | 0.00% | +2,867+11.5% | 加碼 |
| Vista Finance, LLC | 27,988 | $165.2 萬 | 1.31% | +1,742+6.6% | 加碼 |
| Johnson Investment Counsel Inc | 28,623 | $169.0 萬 | 0.01% | +28,623 | 新進 |
| LPL Financial LLC | 28,701 | $169.4 萬 | 0.00% | +4,120+16.8% | 加碼 |
| Integrated Wealth Concepts LLC | 28,809 | $170.1 萬 | 0.01% | −2,517−8.0% | 減碼 |
| Bank of America Corp | 28,996 | $171.2 萬 | 0.00% | −595−2.0% | 減碼 |
| Abound Wealth Management | 29,071 | $171.6 萬 | 0.39% | −1,489−4.9% | 減碼 |
| WealthPlan Investment Management, LLC | 29,223 | $172.5 萬 | 0.10% | +1,844+6.7% | 加碼 |
| Firestone Capital Management | 29,658 | $175.1 萬 | 0.36% | −4,371−12.8% | 減碼 |
| CMG Global Holdings, LLC | 29,935 | $176.7 萬 | 0.84% | −13,300−30.8% | 減碼 |
| Financial Designs Corp | 30,209 | $178.3 萬 | 0.99% | −739−2.4% | 減碼 |