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 |
|---|---|---|---|---|---|
| Camelot Portfolios, LLC | 21,411 | $126.4 萬 | 0.95% | +28+0.1% | 加碼 |
| Raymond James Financial Inc | 21,259 | $125.5 萬 | 0.00% | +10,297+93.9% | 加碼 |
| Precision Wealth Strategies, LLC | 21,128 | $124.7 萬 | 0.41% | +7,478+54.8% | 加碼 |
| Financial Management Professionals, Inc. | 20,798 | $122.8 萬 | 0.14% | +100+0.5% | 加碼 |
| Pallas Capital Advisors LLC | 20,747 | $122.5 萬 | 0.05% | +10,007+93.2% | 加碼 |
| Highland Financial Advisors, LLC | 20,531 | $121.2 萬 | 0.32% | −1,169−5.4% | 減碼 |
| Bank of Montreal | 20,155 | $119.0 萬 | 0.00% | +8,856+78.4% | 加碼 |
| Wealth Alliance | 20,096 | $118.6 萬 | 0.12% | +11,057+122.3% | 加碼 |
| Hubbell Strickland Wealth Management, LLC | 20,083 | $118.6 萬 | 0.47% | +273+1.4% | 加碼 |
| Nkcfo LLC | 20,000 | $118.1 萬 | 0.35% | 00.0% | 不變 |
| Ancora Advisors, LLC | 19,904 | $117.5 萬 | 0.03% | −35−0.2% | 減碼 |
| WSFS Capital Management, LLC | 19,669 | $116.1 萬 | 0.06% | 00.0% | 不變 |
| Benchmark Financial Wealth Advisors, LLC | 19,663 | $116.1 萬 | 0.32% | +2,335+13.5% | 加碼 |
| LifeGoal Wealth Advisors | 19,381 | $115.0 萬 | 0.66% | −320−1.6% | 減碼 |
| Silverlake Wealth Management LLC | 19,237 | $113.6 萬 | 0.24% | +1,391+7.8% | 加碼 |
| Aries Wealth Management | 19,148 | $113.0 萬 | 0.25% | +3,736+24.2% | 加碼 |
| Bleakley Financial Group, LLC | 19,112 | $112.8 萬 | 0.02% | +2,257+13.4% | 加碼 |
| Meridian Wealth Management, LLC | 18,812 | $111.0 萬 | 0.04% | −2,353−11.1% | 減碼 |
| Mills Wealth Advisors LLC | 18,800 | $111.0 萬 | 0.39% | +3,297+21.3% | 加碼 |
| MTM Investment Management, LLC | 18,734 | $110.6 萬 | 0.35% | +3,394+22.1% | 加碼 |
| Mission Wealth Management, LP | 18,698 | $110.4 萬 | 0.02% | −5,923−24.1% | 減碼 |
| Life Line Wealth Management LLC | 18,682 | $110.3 萬 | 0.49% | 00.0% | 不變 |
| Parallel Advisors, LLC | 18,578 | $109.7 萬 | 0.02% | +5,773+45.1% | 加碼 |
| Soltis Investment Advisors LLC | 18,259 | $107.8 萬 | 0.07% | +1,104+6.4% | 加碼 |
| Gamco Investors, Inc. Et Al | 17,500 | $103.3 萬 | 0.01% | 00.0% | 不變 |
| US Bancorp | 17,406 | $102.7 萬 | 0.00% | −54,050−75.6% | 減碼 |
| Demars Financial Group, LLC | 17,402 | $102.7 萬 | 0.34% | +8,274+90.6% | 加碼 |
| Proficio Capital Partners LLC | 17,275 | $102.0 萬 | 0.05% | −10,010−36.7% | 減碼 |
| MAI Capital Management | 17,190 | $101.5 萬 | 0.01% | −322−1.8% | 減碼 |
| Holland Advisory Services, Inc. | 17,060 | $100.7 萬 | 1.35% | +17,060 | 新進 |
| Osbon Capital Management LLC | 16,910 | $99.8 萬 | 0.81% | +8,719+106.4% | 加碼 |
| Essex Financial Services, Inc. | 16,791 | $99.1 萬 | 0.06% | −481−2.8% | 減碼 |
| Strategic Family Wealth Counselors, L.L.C. | 16,763 | $99.0 萬 | 0.26% | +16,763 | 新進 |
| Atria Investments LLC | 16,683 | $98.5 萬 | 0.01% | +2,461+17.3% | 加碼 |
| Almanack Investment Partners, LLC. | 16,508 | $97.4 萬 | 0.16% | −4,285−20.6% | 減碼 |
| Mustard Seed Financial, LLC | 16,494 | $97.4 萬 | 0.58% | +517+3.2% | 加碼 |
| National Wealth Management Group, LLC | 16,448 | $97.1 萬 | 0.36% | −1,186−6.7% | 減碼 |
| Corps Capital Advisors, LLC | 16,182 | $95.5 萬 | 0.83% | +8,957+124.0% | 加碼 |
| Bedel Financial Consulting, Inc. | 16,177 | $95.5 萬 | 0.11% | +1,411+9.6% | 加碼 |
| Weil Company, Inc. | 15,871 | $93.7 萬 | 0.21% | +15,871 | 新進 |
| Stratos Wealth Advisors, LLC | 15,672 | $92.5 萬 | 0.06% | −4,930−23.9% | 減碼 |
| Belpointe Asset Management LLC | 15,621 | $92.2 萬 | 0.03% | +7,157+84.6% | 加碼 |
| Revisor Wealth Management LLC | 15,325 | $90.5 萬 | 0.25% | −491−3.1% | 減碼 |
| Condor Capital Management | 15,311 | $90.4 萬 | 0.08% | +996+7.0% | 加碼 |
| Great Valley Advisor Group, Inc. | 15,299 | $90.3 萬 | 0.02% | −797−5.0% | 減碼 |
| Cim, LLC | 15,142 | $89.4 萬 | 0.13% | +3,920+34.9% | 加碼 |
| WESCAP Management Group, Inc. | 14,901 | $88.0 萬 | 0.17% | −7,324−33.0% | 減碼 |
| Sovran Advisors, LLC | 13,208 | $87.9 萬 | 0.07% | +13,208 | 新進 |
| Marietta Wealth Management, LLC | 14,470 | $85.4 萬 | 0.10% | 00.0% | 不變 |
| Strata Wealth Advisors, LLC | 14,373 | $84.8 萬 | 0.23% | 00.0% | 不變 |
| Relyea Zuckerberg Hanson LLC | 14,362 | $84.8 萬 | 0.09% | +9,123+174.1% | 加碼 |
| Robertson Stephens Wealth Management, LLC | 14,302 | $84.4 萬 | 0.02% | +1,073+8.1% | 加碼 |
| RMB Capital Management, LLC | 13,886 | $82.0 萬 | 0.01% | 00.0% | 不變 |
| Sequoia Financial Advisors, LLC | 13,785 | $81.4 萬 | 0.00% | +3,926+39.8% | 加碼 |
| Sunesis Advisors, LLC | 13,761 | $81.2 萬 | 0.37% | +7,628+124.4% | 加碼 |
| Gardner Lewis Asset Management L P | 13,535 | $79.9 萬 | 0.17% | 00.0% | 不變 |
| Waldron Private Wealth LLC | 13,370 | $78.9 萬 | 0.03% | +1,166+9.6% | 加碼 |
| Old National Bancorp | 13,350 | $78.8 萬 | 0.01% | +13,350 | 新進 |
| Upper Left Wealth Management, LLC | 13,081 | $77.2 萬 | 0.46% | +3,414+35.3% | 加碼 |
| Citizens National Bank Trust Department | 13,055 | $77.1 萬 | 0.13% | +2,700+26.1% | 加碼 |
| Falcon Wealth Planning | 12,994 | $76.7 萬 | 0.05% | +1,316+11.3% | 加碼 |
| Daymark Wealth Partners, LLC | 12,894 | $76.1 萬 | 0.02% | +64+0.5% | 加碼 |
| Eagle Global Advisors LLC | 12,800 | $75.6 萬 | 0.03% | −3,700−22.4% | 減碼 |
| Ethos Financial Group, LLC | 12,716 | $75.1 萬 | 0.05% | −759−5.6% | 減碼 |
| Apollon Wealth Management, LLC | 12,642 | $74.6 萬 | 0.01% | +337+2.7% | 加碼 |
| TCW Group Inc | 12,553 | $74.1 萬 | 0.01% | 00.0% | 不變 |
| GWN Securities Inc. | 12,545 | $74.1 萬 | 0.14% | +2,463+24.4% | 加碼 |
| Canvas Wealth Advisors, LLC | 12,514 | $73.9 萬 | 0.13% | +1,088+9.5% | 加碼 |
| JB Capital LLC | 12,421 | $73.3 萬 | 0.03% | +625+5.3% | 加碼 |
| Synergy Financial Group, LTD | 12,357 | $72.9 萬 | 0.55% | −127−1.0% | 減碼 |
| Perigon Wealth Management, LLC | 12,338 | $72.8 萬 | 0.01% | +439+3.7% | 加碼 |
| IFP Advisors, Inc | 12,290 | $72.5 萬 | 0.02% | +899+7.9% | 加碼 |
| Bauman Advisory Group, LLC | 12,287 | $72.5 萬 | 0.51% | −1,627−11.7% | 減碼 |
| Brinker Capital Investments, LLC | 12,212 | $72.1 萬 | 0.01% | −12,913−51.4% | 減碼 |
| Commerce Bank | 12,172 | $71.9 萬 | 0.00% | +7,567+164.3% | 加碼 |
| Larson Financial Group LLC | 12,165 | $71.8 萬 | 0.02% | +3,701+43.7% | 加碼 |
| Five Pine Wealth Management | 12,063 | $71.2 萬 | 0.44% | +2,449+25.5% | 加碼 |
| Integrated Advisors Network LLC | 12,058 | $71.2 萬 | 0.04% | +12,058 | 新進 |
| Clear Creek Financial Management, LLC | 11,911 | $70.3 萬 | 0.05% | +480+4.2% | 加碼 |
| Delta Investment Management, LLC | 11,907 | $70.3 萬 | 0.13% | −993−7.7% | 減碼 |
| Kapstone Financial Advisors LLC | 11,750 | $69.4 萬 | 0.34% | +315+2.8% | 加碼 |
| Perryman Financial Advisory Inc | 11,669 | $68.9 萬 | 0.10% | +228+2.0% | 加碼 |
| Verus Financial Partners, Inc. | 10,447 | $68.6 萬 | 0.06% | 00.0% | 不變 |
| Diversified Management Inc | 11,490 | $67.8 萬 | 0.12% | +11,490 | 新進 |
| Wedmont Private Capital | 10,913 | $67.8 萬 | 0.02% | +1,010+10.2% | 加碼 |
| Capital Performance Advisors LLP | 11,438 | $67.5 萬 | 0.05% | −2,722−19.2% | 減碼 |
| JSF Financial, LLC | 11,379 | $67.2 萬 | 0.13% | +1,006+9.7% | 加碼 |
| Timber Creek Capital Management LLC | 11,374 | $67.1 萬 | 0.16% | +730+6.9% | 加碼 |
| Forum Financial Management, LP | 11,300 | $66.7 萬 | 0.01% | 00.0% | 不變 |
| Warren Street Wealth Advisors, LLC | 11,264 | $66.5 萬 | 0.17% | +11,264 | 新進 |
| Sweeney & Michel, LLC | 10,030 | $64.1 萬 | 0.19% | −50−0.5% | 減碼 |
| Basso Capital Management, L.P. | 10,850 | $64.0 萬 | 0.39% | −13,825−56.0% | 減碼 |
| LBMC Investment Advisors, LLC | 10,850 | $64.0 萬 | 0.04% | −1,805−14.3% | 減碼 |
| Investment Advisory Services Group LLC | 10,835 | $64.0 萬 | 0.56% | +900+9.1% | 加碼 |
| Pure Financial Advisors, Inc. | 10,782 | $63.6 萬 | 0.01% | +39+0.4% | 加碼 |
| Garde Capital, Inc. | 10,726 | $63.3 萬 | 0.04% | +955+9.8% | 加碼 |
| Drive Wealth Management, LLC | 10,618 | $62.7 萬 | 0.13% | +4,574+75.7% | 加碼 |
| Whitaker-Myers Wealth Managers, LTD. | 10,435 | $61.6 萬 | 0.12% | +3,780+56.8% | 加碼 |
| Financial Management Network Inc | 9,785 | $61.5 萬 | 0.09% | 00.0% | 不變 |
| Parkside Financial Bank & Trust | 10,367 | $61.2 萬 | 0.05% | 00.0% | 不變 |