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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。

跟 2025 年第 4 季比較:新進、清倉與尚未申報的機構

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。

持有機構家數2026 年第 1 季:650 家
2021 年第 1 季:0 家2021 年第 2 季:0 家2021 年第 3 季:0 家2021 年第 4 季:0 家2022 年第 1 季:0 家2022 年第 2 季:0 家2022 年第 3 季:0 家2022 年第 4 季:0 家2023 年第 1 季:0 家2023 年第 2 季:0 家2023 年第 3 季:0 家2023 年第 4 季:0 家2024 年第 1 季:247 家2024 年第 2 季:315 家2024 年第 3 季:344 家2024 年第 4 季:531 家2025 年第 1 季:535 家2025 年第 2 季:623 家2025 年第 3 季:685 家2025 年第 4 季:680 家2026 年第 1 季:650 家2026 年第 2 季:627 家
持有市值2026 年第 1 季:$21.0 億
2021 年第 1 季:$02021 年第 2 季:$02021 年第 3 季:$02021 年第 4 季:$02022 年第 1 季:$02022 年第 2 季:$02022 年第 3 季:$02022 年第 4 季:$02023 年第 1 季:$02023 年第 2 季:$02023 年第 3 季:$02023 年第 4 季:$02024 年第 1 季:$23.4 億2024 年第 2 季:$26.6 億2024 年第 3 季:$28.7 億2024 年第 4 季:$49.2 億2025 年第 1 季:$35.4 億2025 年第 2 季:$46.8 億2025 年第 3 季:$44.4 億2025 年第 4 季:$33.6 億2026 年第 1 季:$21.0 億2026 年第 2 季:$17.1 億

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。

2026 年第 1 季持有 FBTC 的機構
機構股數市值佔組合 %股數變化動作
Camelot Portfolios, LLC21,411$126.4 萬0.95%+28+0.1%加碼
Raymond James Financial Inc21,259$125.5 萬0.00%+10,297+93.9%加碼
Precision Wealth Strategies, LLC21,128$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 LLC20,747$122.5 萬0.05%+10,007+93.2%加碼
Highland Financial Advisors, LLC20,531$121.2 萬0.32%−1,169−5.4%減碼
Bank of Montreal20,155$119.0 萬0.00%+8,856+78.4%加碼
Wealth Alliance20,096$118.6 萬0.12%+11,057+122.3%加碼
Hubbell Strickland Wealth Management, LLC20,083$118.6 萬0.47%+273+1.4%加碼
Nkcfo LLC20,000$118.1 萬0.35%00.0%不變
Ancora Advisors, LLC19,904$117.5 萬0.03%−35−0.2%減碼
WSFS Capital Management, LLC19,669$116.1 萬0.06%00.0%不變
Benchmark Financial Wealth Advisors, LLC19,663$116.1 萬0.32%+2,335+13.5%加碼
LifeGoal Wealth Advisors19,381$115.0 萬0.66%−320−1.6%減碼
Silverlake Wealth Management LLC19,237$113.6 萬0.24%+1,391+7.8%加碼
Aries Wealth Management19,148$113.0 萬0.25%+3,736+24.2%加碼
Bleakley Financial Group, LLC19,112$112.8 萬0.02%+2,257+13.4%加碼
Meridian Wealth Management, LLC18,812$111.0 萬0.04%−2,353−11.1%減碼
Mills Wealth Advisors LLC18,800$111.0 萬0.39%+3,297+21.3%加碼
MTM Investment Management, LLC18,734$110.6 萬0.35%+3,394+22.1%加碼
Mission Wealth Management, LP18,698$110.4 萬0.02%−5,923−24.1%減碼
Life Line Wealth Management LLC18,682$110.3 萬0.49%00.0%不變
Parallel Advisors, LLC18,578$109.7 萬0.02%+5,773+45.1%加碼
Soltis Investment Advisors LLC18,259$107.8 萬0.07%+1,104+6.4%加碼
Gamco Investors, Inc. Et Al17,500$103.3 萬0.01%00.0%不變
US Bancorp17,406$102.7 萬0.00%−54,050−75.6%減碼
Demars Financial Group, LLC17,402$102.7 萬0.34%+8,274+90.6%加碼
Proficio Capital Partners LLC17,275$102.0 萬0.05%−10,010−36.7%減碼
MAI Capital Management17,190$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 LLC16,910$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 LLC16,683$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, LLC16,494$97.4 萬0.58%+517+3.2%加碼
National Wealth Management Group, LLC16,448$97.1 萬0.36%−1,186−6.7%減碼
Corps Capital Advisors, LLC16,182$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, LLC15,672$92.5 萬0.06%−4,930−23.9%減碼
Belpointe Asset Management LLC15,621$92.2 萬0.03%+7,157+84.6%加碼
Revisor Wealth Management LLC15,325$90.5 萬0.25%−491−3.1%減碼
Condor Capital Management15,311$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, LLC15,142$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, LLC13,208$87.9 萬0.07%+13,208新進
Marietta Wealth Management, LLC14,470$85.4 萬0.10%00.0%不變
Strata Wealth Advisors, LLC14,373$84.8 萬0.23%00.0%不變
Relyea Zuckerberg Hanson LLC14,362$84.8 萬0.09%+9,123+174.1%加碼
Robertson Stephens Wealth Management, LLC14,302$84.4 萬0.02%+1,073+8.1%加碼
RMB Capital Management, LLC13,886$82.0 萬0.01%00.0%不變
Sequoia Financial Advisors, LLC13,785$81.4 萬0.00%+3,926+39.8%加碼
Sunesis Advisors, LLC13,761$81.2 萬0.37%+7,628+124.4%加碼
Gardner Lewis Asset Management L P13,535$79.9 萬0.17%00.0%不變
Waldron Private Wealth LLC13,370$78.9 萬0.03%+1,166+9.6%加碼
Old National Bancorp13,350$78.8 萬0.01%+13,350新進
Upper Left Wealth Management, LLC13,081$77.2 萬0.46%+3,414+35.3%加碼
Citizens National Bank Trust Department13,055$77.1 萬0.13%+2,700+26.1%加碼
Falcon Wealth Planning12,994$76.7 萬0.05%+1,316+11.3%加碼
Daymark Wealth Partners, LLC12,894$76.1 萬0.02%+64+0.5%加碼
Eagle Global Advisors LLC12,800$75.6 萬0.03%−3,700−22.4%減碼
Ethos Financial Group, LLC12,716$75.1 萬0.05%−759−5.6%減碼
Apollon Wealth Management, LLC12,642$74.6 萬0.01%+337+2.7%加碼
TCW Group Inc12,553$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, LLC12,514$73.9 萬0.13%+1,088+9.5%加碼
JB Capital LLC12,421$73.3 萬0.03%+625+5.3%加碼
Synergy Financial Group, LTD12,357$72.9 萬0.55%−127−1.0%減碼
Perigon Wealth Management, LLC12,338$72.8 萬0.01%+439+3.7%加碼
IFP Advisors, Inc12,290$72.5 萬0.02%+899+7.9%加碼
Bauman Advisory Group, LLC12,287$72.5 萬0.51%−1,627−11.7%減碼
Brinker Capital Investments, LLC12,212$72.1 萬0.01%−12,913−51.4%減碼
Commerce Bank12,172$71.9 萬0.00%+7,567+164.3%加碼
Larson Financial Group LLC12,165$71.8 萬0.02%+3,701+43.7%加碼
Five Pine Wealth Management12,063$71.2 萬0.44%+2,449+25.5%加碼
Integrated Advisors Network LLC12,058$71.2 萬0.04%+12,058新進
Clear Creek Financial Management, LLC11,911$70.3 萬0.05%+480+4.2%加碼
Delta Investment Management, LLC11,907$70.3 萬0.13%−993−7.7%減碼
Kapstone Financial Advisors LLC11,750$69.4 萬0.34%+315+2.8%加碼
Perryman Financial Advisory Inc11,669$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 Inc11,490$67.8 萬0.12%+11,490新進
Wedmont Private Capital10,913$67.8 萬0.02%+1,010+10.2%加碼
Capital Performance Advisors LLP11,438$67.5 萬0.05%−2,722−19.2%減碼
JSF Financial, LLC11,379$67.2 萬0.13%+1,006+9.7%加碼
Timber Creek Capital Management LLC11,374$67.1 萬0.16%+730+6.9%加碼
Forum Financial Management, LP11,300$66.7 萬0.01%00.0%不變
Warren Street Wealth Advisors, LLC11,264$66.5 萬0.17%+11,264新進
Sweeney & Michel, LLC10,030$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, LLC10,850$64.0 萬0.04%−1,805−14.3%減碼
Investment Advisory Services Group LLC10,835$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, LLC10,618$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 Inc9,785$61.5 萬0.09%00.0%不變
Parkside Financial Bank & Trust10,367$61.2 萬0.05%00.0%不變