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 |
|---|---|---|---|---|---|
| Guild Investment Management, Inc. | 30,351 | $179.2 萬 | 1.28% | +2,102+7.4% | 加碼 |
| Strategies Wealth Advisors, LLC | 30,717 | $181.3 萬 | 0.18% | +12,866+72.1% | 加碼 |
| Wellspring Financial Advisors, LLC | 30,956 | $182.7 萬 | 0.14% | +8,064+35.2% | 加碼 |
| CRA Financial Services, LLC | 31,155 | $183.9 萬 | 0.24% | +2,650+9.3% | 加碼 |
| Bank of New York Mellon Corp | 31,217 | $184.3 萬 | 0.00% | +31,217 | 新進 |
| Bearing Point Capital, LLC | 31,236 | $184.4 萬 | 0.29% | +15,114+93.7% | 加碼 |
| Spectrum Strategic Capital Management, LLC | 31,620 | $186.7 萬 | 1.00% | +3,764+13.5% | 加碼 |
| 180 Wealth Advisors, LLC | 31,660 | $186.9 萬 | 0.21% | +11,213+54.8% | 加碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 31,984 | $188.8 萬 | 0.05% | +263+0.8% | 加碼 |
| Walser Wealth Management Company, A Ltd Liability Co | 32,204 | $190.1 萬 | 0.85% | +2,248+7.5% | 加碼 |
| Mercer Global Advisors Inc | 32,564 | $192.2 萬 | 0.00% | +2,257+7.4% | 加碼 |
| Walleye Trading LLC | 33,115 | $195.5 萬 | 0.04% | +8,860+36.5% | 加碼 |
| Keel Point, LLC | 33,269 | $196.4 萬 | 0.13% | −9,351−21.9% | 減碼 |
| Wealthcare Advisory Partners LLC | 33,375 | $197.0 萬 | 0.04% | +4,055+13.8% | 加碼 |
| Childress Capital Advisors, LLC | 33,857 | $199.9 萬 | 0.36% | +882+2.7% | 加碼 |
| Ronald Blue Trust, Inc. | 34,850 | $205.7 萬 | 0.02% | −46−0.1% | 減碼 |
| IPG Investment Advisors LLC | 35,260 | $208.1 萬 | 0.36% | +35,260 | 新進 |
| Modus Advisors, LLC | 35,334 | $208.6 萬 | 0.57% | −14,837−29.6% | 減碼 |
| Captrust Financial Advisors | 35,835 | $211.4 萬 | 0.00% | −63,100−63.8% | 減碼 |
| Innovative Advisory Group, LLC | 35,929 | $212.1 萬 | 1.87% | 00.0% | 不變 |
| COFG Advisors, LLC | 37,024 | $218.6 萬 | 0.54% | +1,452+4.1% | 加碼 |
| Cerity Partners LLC | 37,247 | $219.9 萬 | 0.00% | +3,654+10.9% | 加碼 |
| SMART Wealth LLC | 37,487 | $221.3 萬 | 0.65% | +929+2.5% | 加碼 |
| Joel Isaacson & Co., LLC | 37,692 | $222.5 萬 | 0.07% | 00.0% | 不變 |
| Gem Investment Advisors, LLC | 40,000 | $236.1 萬 | 2.32% | +11,156+38.7% | 加碼 |
| Tred Avon Family Wealth, LLC | 40,063 | $236.5 萬 | 0.78% | −41−0.1% | 減碼 |
| SCS Capital Management LLC | 40,174 | $237.1 萬 | 0.03% | 00.0% | 不變 |
| Panoramic Investment Advisors, LLC | 40,842 | $241.1 萬 | 1.30% | +559+1.4% | 加碼 |
| Bayshore Capital Advisors, LLC | 41,173 | $243.0 萬 | 1.03% | −123,175−74.9% | 減碼 |
| Lansing Street Advisors | 41,541 | $245.2 萬 | 0.62% | +166+0.4% | 加碼 |
| Valeo Financial Advisors, LLC | 42,426 | $250.4 萬 | 0.06% | +5,502+14.9% | 加碼 |
| Kovitz Investment Group Partners, LLC | 43,201 | $255.0 萬 | 0.06% | +436+1.0% | 加碼 |
| BEAM Asset Management, LLC | 43,250 | $255.3 萬 | 0.64% | +3,024+7.5% | 加碼 |
| LFG Wealth Partners, LLC | 44,101 | $260.3 萬 | 1.57% | +44,101 | 新進 |
| Sepio Capital, LP | 44,156 | $260.7 萬 | 0.14% | +112+0.3% | 加碼 |
| Haven Private, LLC | 44,367 | $261.9 萬 | 1.14% | +2,465+5.9% | 加碼 |
| Pasadena Private Wealth, LLC | 44,459 | $262.4 萬 | 0.36% | −19,981−31.0% | 減碼 |
| LaSalle St. Investment Advisors, LLC | 45,206 | $266.9 萬 | 0.38% | +25,585+130.4% | 加碼 |
| Intercapital, LLC | 47,000 | $277.4 萬 | 1.54% | +47,000 | 新進 |
| Fiduciary Alliance LLC | 42,532 | $278.0 萬 | 0.17% | −6,133−12.6% | 減碼 |
| QTR Family Wealth, LLC | 43,284 | $280.1 萬 | 1.17% | −2,577−5.6% | 減碼 |
| Nwam LLC | 50,494 | $298.1 萬 | 0.17% | +3,700+7.9% | 加碼 |
| Farringdon Capital, Ltd. | 50,766 | $299.7 萬 | 0.66% | +11,331+28.7% | 加碼 |
| Cambient Family Office, LLC | 50,852 | $300.2 萬 | 0.42% | −3,656−6.7% | 減碼 |
| EP Wealth Advisors, LLC | 51,408 | $303.5 萬 | 0.01% | +4,872+10.5% | 加碼 |
| PTM Wealth Management, LLC | 50,522 | $306.8 萬 | 1.63% | +16,216+47.3% | 加碼 |
| First Heartland Consultants, Inc. | 52,655 | $310.8 萬 | 0.24% | +1,004+1.9% | 加碼 |
| KDK Private Wealth Management, LLC | 53,019 | $313.0 萬 | 2.86% | +1,280+2.5% | 加碼 |
| Kingsview Wealth Management, LLC | 53,353 | $314.9 萬 | 0.04% | +3,674+7.4% | 加碼 |
| Meitav Dash Investments Ltd | 54,170 | $319.8 萬 | 0.04% | +16,829+45.1% | 加碼 |
| Spire Wealth Management | 54,686 | $322.8 萬 | 0.11% | +640+1.2% | 加碼 |
| Renaissance Technologies LLC | 55,100 | $325.3 萬 | 0.01% | +10,200+22.7% | 加碼 |
| Vista Investment Partners II, LLC | 55,386 | $326.9 萬 | 1.47% | +7,796+16.4% | 加碼 |
| Brookstone Capital Management | 55,435 | $327.2 萬 | 0.04% | −3,499−5.9% | 減碼 |
| Arbor Capital Management Inc | 52,922 | $330.0 萬 | 2.69% | +613+1.2% | 加碼 |
| SFMG, LLC | 56,915 | $336.0 萬 | 0.23% | +7,362+14.9% | 加碼 |
| Element Pointe Advisors, LLC | 57,121 | $337.2 萬 | 0.64% | +13,547+31.1% | 加碼 |
| Farther Finance Advisors, LLC | 57,466 | $341.1 萬 | 0.03% | +21,483+59.7% | 加碼 |
| Pathstone Holdings, LLC | 58,333 | $344.3 萬 | 0.01% | +11,337+24.1% | 加碼 |
| Cambridge Advisors Inc. | 58,528 | $345.5 萬 | 0.67% | +1,907+3.4% | 加碼 |
| Avenir Tech Ltd | 58,616 | $346.0 萬 | 0.44% | −20.0% | 減碼 |
| Smart Money Group LLC | 59,860 | $353.4 萬 | 1.03% | +1,122+1.9% | 加碼 |
| Advisory Services Network, LLC | 60,267 | $355.8 萬 | 0.05% | +3,381+5.9% | 加碼 |
| DecisionMap Wealth Management, LLC | 60,909 | $359.5 萬 | 2.33% | +4,709+8.4% | 加碼 |
| Evexia Wealth LLC | 56,511 | $361.1 萬 | 0.99% | +12,921+29.6% | 加碼 |
| Milestone Asset Management Group, LLC | 61,488 | $363.0 萬 | 2.12% | +2,412+4.1% | 加碼 |
| CI Private Wealth, LLC | 92,945 | $363.4 萬 | 0.01% | +2,129+2.3% | 加碼 |
| PYA Waltman Capital, LLC | 65,238 | $385.1 萬 | 1.07% | +6,064+10.2% | 加碼 |
| Am Investment Strategies LLC | 65,379 | $385.9 萬 | 0.85% | +6,202+10.5% | 加碼 |
| Beaird Harris Wealth Management, LLC | 66,251 | $391.1 萬 | 0.27% | +462+0.7% | 加碼 |
| Mad River Investors | 70,339 | $415.2 萬 | 1.50% | −520−0.7% | 減碼 |
| Simplex Trading, LLC | 70,689 | $417.3 萬 | 0.13% | +70,689 | 新進 |
| Northwestern Mutual Wealth Management Co | 71,686 | $423.2 萬 | 0.00% | +63,882+818.6% | 加碼 |
| Eaton Financial Holdings Company, LLC | 71,748 | $423.5 萬 | 1.39% | +508+0.7% | 加碼 |
| First Trust Advisors LP | 76,980 | $454.4 萬 | 0.00% | −11,248−12.7% | 減碼 |
| Mutual Advisors, LLC | 77,933 | $460.0 萬 | 0.10% | +6,292+8.8% | 加碼 |
| Concurrent Investment Advisors, LLC | 78,143 | $461.3 萬 | 0.05% | +50,553+183.2% | 加碼 |
| GWM Advisors LLC | 78,941 | $466.0 萬 | 0.02% | +17,141+27.7% | 加碼 |
| Exencial Wealth Advisors, LLC | 80,117 | $472.9 萬 | 0.15% | −22,374−21.8% | 減碼 |
| Wealth Enhancement Advisory Services, LLC | 81,086 | $473.2 萬 | 0.01% | −59,795−42.4% | 減碼 |
| Foundations Investment Advisors, LLC | 81,417 | $480.6 萬 | 0.06% | +3,326+4.3% | 加碼 |
| Sky-Mountain Capital Management, Inc. | 84,338 | $497.8 萬 | 3.57% | −80,308−48.8% | 減碼 |
| Elequin Capital LP | 93,700 | $553.1 萬 | 0.51% | +85,700+1,071.3% | 加碼 |
| Traynor Capital Management, Inc. | 95,549 | $553.1 萬 | 0.33% | +380.0% | 加碼 |
| Libra Wealth LLC | 93,717 | $553.2 萬 | 1.56% | +16,229+20.9% | 加碼 |
| Fiduciary Trust Co | 95,644 | $564.6 萬 | 0.07% | 00.0% | 不變 |
| Aptus Capital Advisors, LLC | 97,369 | $574.8 萬 | 0.05% | +12,804+15.1% | 加碼 |
| SevenBridge Financial Group, LLC | 85,331 | $586.1 萬 | 0.92% | +10,188+13.6% | 加碼 |
| Colony Group, LLC | 97,917 | $586.9 萬 | 0.01% | −743−0.8% | 減碼 |
| Kestra Private Wealth Services, LLC | 100,203 | $591.5 萬 | 0.07% | −3,389−3.3% | 減碼 |
| Allegheny Financial Group LTD | 102,632 | $605.8 萬 | 0.82% | −480.0% | 減碼 |
| Wealth Quarterback LLC | 103,605 | $611.6 萬 | 2.41% | +92,000+792.8% | 加碼 |
| CWM, LLC | 103,637 | $611.8 萬 | 0.02% | +6,072+6.2% | 加碼 |
| MML Investors Services, LLC | 107,075 | $632.1 萬 | 0.02% | +6,563+6.5% | 加碼 |
| Kingswood Wealth Advisors, LLC | 111,984 | $661.0 萬 | 0.31% | −1,681−1.5% | 減碼 |
| Ieq Capital, LLC | 116,224 | $686.1 萬 | 0.03% | −6,636−5.4% | 減碼 |
| Alamea Verwaltungs GmbH | 117,771 | $695.2 萬 | 5.15% | 00.0% | 不變 |
| Avaii Wealth Management, LLC | 118,105 | $697.2 萬 | 2.43% | +9,627+8.9% | 加碼 |
| Lido Advisors, LLC | 118,427 | $699.1 萬 | 0.03% | +68,624+137.8% | 加碼 |
| Sanctuary Advisors, LLC | 118,559 | $699.9 萬 | 0.04% | +70,982+149.2% | 加碼 |