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 2 季 13F 持有人
Fidelity Wise Origin Bitcoin Fund 在 2026/6/30 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
- 627
- 較 2026 年第 1 季 −12 家
- 持有股數
- 3,335 萬
- 較 2026 年第 1 季 −182.8 萬 (−5.2%)
- 總市值
- $17.1 億
- 較 2026 年第 1 季 −$3.71 億 (−17.8%)
- 新進機構
- 70
- 另有 242 家加碼
- 清倉機構
- 82
- 另有 170 家減碼
另有 11 家機構在 2026 年第 1 季持有、還沒有申報 2026 年第 2 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 2 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 2026 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| MONECO Advisors, LLC | 5,518 | $28.2 萬 | 0.02% | +5,518 | 新進 |
| Dorsey & Whitney Trust CO LLC | 5,502 | $28.1 萬 | 0.01% | +5,502 | 新進 |
| Clarus Group, Inc. | 5,500 | $28.1 萬 | 0.10% | 00.0% | 不變 |
| Cooper Financial Group | 5,497 | $28.1 萬 | 0.02% | +716+15.0% | 加碼 |
| Sage Mountain Advisors LLC | 5,481 | $28.0 萬 | 0.02% | 00.0% | 不變 |
| Vicus Capital | 5,476 | $28.0 萬 | 0.02% | −301−5.2% | 減碼 |
| Vestia Personal Wealth Advisors | 5,464 | $27.9 萬 | 0.11% | +5,464 | 新進 |
| Tocqueville Asset Management L.P. | 5,450 | $27.8 萬 | 0.00% | 00.0% | 不變 |
| Wealth Management Nebraska | 5,445 | $27.8 萬 | 0.02% | +860+18.8% | 加碼 |
| Transcend Wealth Collective, LLC | 5,428 | $27.7 萬 | 0.02% | 00.0% | 不變 |
| Rehmann Capital Advisory Group | 5,419 | $27.7 萬 | 0.01% | −2,024−27.2% | 減碼 |
| Allied Private Wealth LLC | 5,075 | $27.5 萬 | 0.18% | +5,075 | 新進 |
| Gryphon Financial Partners LLC | 5,380 | $27.5 萬 | 0.02% | 00.0% | 不變 |
| PFG Investments, LLC | 5,374 | $27.4 萬 | 0.01% | +379+7.6% | 加碼 |
| Appleton Partners Inc | 5,361 | $27.4 萬 | 0.02% | +492+10.1% | 加碼 |
| United Capital Financial Advisers, LLC | 5,361 | $27.3 萬 | 0.00% | −242−4.3% | 減碼 |
| HB Wealth Management, LLC | 5,350 | $27.3 萬 | 0.00% | +1,250+30.5% | 加碼 |
| Truvestments Capital LLC | 5,316 | $27.1 萬 | 0.04% | 00.0% | 不變 |
| Compass Capital Corp | 4,852 | $26.9 萬 | 0.09% | +517+11.9% | 加碼 |
| Prime Capital Investment Advisors, LLC | 5,268 | $26.9 萬 | 0.00% | −2,088−28.4% | 減碼 |
| Avestar Capital, LLC | 5,236 | $26.7 萬 | 0.02% | −175−3.2% | 減碼 |
| Claro Advisors LLC | 5,208 | $26.6 萬 | 0.03% | −663−11.3% | 減碼 |
| AMG National Trust Bank | 5,205 | $26.6 萬 | 0.01% | 00.0% | 不變 |
| Marble Wealth, LLC | 5,172 | $26.4 萬 | 0.04% | −52−1.0% | 減碼 |
| Sentinel Pension Advisors Inc | 4,674 | $26.1 萬 | 0.03% | +401+9.4% | 加碼 |
| Summit Financial, LLC | 5,080 | $25.9 萬 | 0.00% | −22,207−81.4% | 減碼 |
| BCJ Capital Management, LLC | 5,074 | $25.9 萬 | 0.01% | +570+12.7% | 加碼 |
| IVC Wealth Advisors LLC | 5,057 | $25.8 萬 | 0.10% | 00.0% | 不變 |
| Adamsbrown Wealth Consultants LLC | 5,042 | $25.7 萬 | 0.05% | +569+12.7% | 加碼 |
| McAdam, LLC | 5,032 | $25.7 萬 | 0.01% | −341−6.3% | 減碼 |
| Grimes & Company, Inc. | 5,015 | $25.6 萬 | 0.01% | +521+11.6% | 加碼 |
| Becker Capital Management Inc | 5,010 | $25.6 萬 | 0.01% | +230+4.8% | 加碼 |
| Intentional Wealth Strategies, LLC | 5,009 | $25.6 萬 | 0.24% | +101+2.1% | 加碼 |
| AlphaCore Capital LLC | 5,002 | $25.5 萬 | 0.00% | −593−10.6% | 減碼 |
| Chicago Capital, LLC | 4,990 | $25.5 萬 | 0.01% | −119−2.3% | 減碼 |
| Guardian Wealth Advisors, LLC | 4,987 | $25.5 萬 | 0.01% | +705+16.5% | 加碼 |
| AA Financial Advisors, LLC | 4,978 | $25.4 萬 | 0.03% | +1,464+41.7% | 加碼 |
| Retirement Income Solutions, Inc | 4,296 | $25.4 萬 | 0.04% | 00.0% | 不變 |
| Summit Trail Advisors, LLC | 4,965 | $25.3 萬 | 0.00% | −1,675−25.2% | 減碼 |
| Pinnacle Financial Partners, Inc. | 4,961 | $25.3 萬 | 0.00% | +256+5.4% | 加碼 |
| BridgePort Financial Solutions, LLC | 4,956 | $25.3 萬 | 0.06% | +429+9.5% | 加碼 |
| Rather & Kittrell, Inc. | 4,952 | $25.3 萬 | 0.04% | +153+3.2% | 加碼 |
| Smallwood Wealth Investment Management, LLC | 4,946 | $25.2 萬 | 0.11% | 00.0% | 不變 |
| Insigneo Advisory Services, LLC | 4,916 | $25.1 萬 | 0.01% | 00.0% | 不變 |
| Advyzon Investment Management, LLC | 4,860 | $24.8 萬 | 0.02% | −77−1.6% | 減碼 |
| Simon Quick Advisors, LLC | 4,813 | $24.6 萬 | 0.01% | +234+5.1% | 加碼 |
| Stone House Investment Management, LLC | 4,750 | $24.2 萬 | 0.03% | +87+1.9% | 加碼 |
| Principia Wealth Advisory, LLC | 4,721 | $24.1 萬 | 0.12% | −68−1.4% | 減碼 |
| Shepherd Street Advisors LLC | 4,262 | $24.1 萬 | 0.21% | −81−1.9% | 減碼 |
| Schneider Downs Wealth Management Advisors, LP | 4,712 | $24.1 萬 | 0.02% | 00.0% | 不變 |
| Cedarwood Wealth LLC | 4,686 | $23.9 萬 | 0.18% | 00.0% | 不變 |
| Cary Street Partners Financial LLC | 4,682 | $23.9 萬 | 0.01% | +4,682 | 新進 |
| RPg Family Wealth Advisory, LLC | 4,669 | $23.8 萬 | 0.04% | 00.0% | 不變 |
| Freestone Capital Holdings, LLC | 4,590 | $23.4 萬 | 0.01% | +4,590 | 新進 |
| Kastel Capital Advisors, LLC | 3,952 | $23.3 萬 | 0.15% | +937+31.1% | 加碼 |
| EdgeRock Capital LLC | 4,535 | $23.2 萬 | 0.05% | −319−6.6% | 減碼 |
| HBK Sorce Advisory LLC | 4,099 | $23.1 萬 | 0.00% | +706+20.8% | 加碼 |
| Curran Financial Partners, LLC | 4,530 | $23.1 萬 | 0.03% | +227+5.3% | 加碼 |
| Allworth Financial LP | 4,492 | $22.9 萬 | 0.00% | −1,764−28.2% | 減碼 |
| Altfest L J & Co Inc | 4,490 | $22.9 萬 | 0.02% | +4,490 | 新進 |
| SlateStone Wealth, LLC | 4,468 | $22.8 萬 | 0.02% | −300−6.3% | 減碼 |
| IFG Advisors, LLC | 4,393 | $22.4 萬 | 0.03% | −335−7.1% | 減碼 |
| Sendero Wealth Management, LLC | 4,374 | $22.3 萬 | 0.02% | +4,374 | 新進 |
| Almanack Investment Partners, LLC. | 4,372 | $22.3 萬 | 0.03% | −12,136−73.5% | 減碼 |
| True North Advisors, LLC | 4,367 | $22.3 萬 | 0.02% | +4,367 | 新進 |
| Hutchens & Kramer Investment Management Group, LLC | 4,360 | $22.3 萬 | 0.06% | +4,360 | 新進 |
| Xxi Wealth, LLC | 4,350 | $22.2 萬 | 0.10% | +4,350 | 新進 |
| Scotia Capital Inc. | 4,348 | $22.2 萬 | 0.00% | −197−4.3% | 減碼 |
| Evolution Wealth Advisors, LLC | 4,340 | $22.2 萬 | 0.03% | +4,340 | 新進 |
| NorthRock Partners, LLC | 4,336 | $22.1 萬 | 0.00% | +4,336 | 新進 |
| Halbert Hargrove Global Advisors, LLC | 4,333 | $22.1 萬 | 0.01% | −4−0.1% | 減碼 |
| Advisory Alpha, LLC | 4,329 | $22.1 萬 | 0.01% | +29+0.7% | 加碼 |
| United Advisor Group, LLC | 4,325 | $22.1 萬 | 0.02% | +4,325 | 新進 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 4,222 | $21.6 萬 | 0.01% | −3−0.1% | 減碼 |
| Aspiring Ventures, LLC | 4,201 | $21.4 萬 | 0.06% | −64−1.5% | 減碼 |
| JPMorgan Chase & Co | 4,079 | $21.4 萬 | 0.00% | −18,117−81.6% | 減碼 |
| Bridge Generations Wealth Management LLC | 4,183 | $21.4 萬 | 0.11% | +4,183 | 新進 |
| Markin Asset Management, LP | 4,166 | $21.3 萬 | 0.18% | −109−2.5% | 減碼 |
| CAPROCK Group, Inc. | 4,067 | $20.8 萬 | 0.00% | −1,499−26.9% | 減碼 |
| Centaurus Financial, Inc. | 4,037 | $20.6 萬 | 0.01% | +12+0.3% | 加碼 |
| Stiles Financial Services Inc | 4,034 | $20.6 萬 | 0.05% | 00.0% | 不變 |
| Strait & Sound Wealth Management LLC | 4,010 | $20.5 萬 | 0.07% | +500+14.2% | 加碼 |
| New Insight Wealth Advisors | 3,995 | $20.4 萬 | 0.06% | +3,995 | 新進 |
| Krane Financial Solutions LLC | 3,984 | $20.3 萬 | 0.13% | +3,984 | 新進 |
| Oakworth Capital, Inc. | 3,836 | $20.0 萬 | 0.01% | 00.0% | 不變 |
| Federation des caisses Desjardins du Quebec | 3,786 | $19.3 萬 | 0.00% | −215−5.4% | 減碼 |
| Financial Perspectives, Inc | 3,637 | $18.6 萬 | 0.05% | 00.0% | 不變 |
| Signaturefd, LLC | 3,619 | $18.5 萬 | 0.00% | +2,174+150.4% | 加碼 |
| Beacon Investment Advisory Services, Inc. | 3,500 | $17.9 萬 | 0.01% | 00.0% | 不變 |
| Fifth Third Bancorp | 3,293 | $16.8 萬 | 0.00% | +2,478+304.0% | 加碼 |
| Compass Financial Management LLC | 2,920 | $16.3 萬 | 0.02% | +2,920 | 新進 |
| BankPlus Trust Department | 2,927 | $14.9 萬 | 0.03% | 00.0% | 不變 |
| Moisand Fitzgerald Tamayo, LLC | 2,850 | $14.5 萬 | 0.01% | +2,850 | 新進 |
| Hills Bank & Trust Co | 2,813 | $14.4 萬 | 0.01% | +2,813 | 新進 |
| Quest 10 Wealth Builders, Inc. | 2,744 | $14.0 萬 | 0.11% | 00.0% | 不變 |
| Robinswood Financial LLC | 2,743 | $14.0 萬 | 0.04% | −2,743−50.0% | 減碼 |
| Noble Wealth Management PBC | 2,595 | $13.2 萬 | 0.06% | −850−24.7% | 減碼 |
| Elequin Capital LP | 2,593 | $13.2 萬 | 0.00% | −91,107−97.2% | 減碼 |
| CKW Financial Group | 2,494 | $13.0 萬 | 0.01% | +359+16.8% | 加碼 |
| Brown, Lisle/Cummings, Inc. | 2,515 | $12.8 萬 | 0.03% | +125+5.2% | 加碼 |