Franklin Templeton Digital Holdings Trust - EZBC
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LPL Financial LLC | History | Added to | 617,990 | 20,956 | 0.0% | 0.01% | 1 | +31,297 | 5.33% | Q2 2026 | Aug 07, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 223,479 | 7,578 | 0.0% | 0.01% | 2 | -926,048 | -80.56% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 181,098 | 6,141 | 0.0% | 0.0% | 3 | +108,682 | 150.08% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | Added to | 165,492 | 5,611 | 0.01% | 0.01% | 4 | +8,189 | 5.21% | Q2 2026 | Aug 12, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 108,597 | 3,682 | 0.0% | 0.01% | 5 | -19,776 | -15.41% | Q2 2026 | Aug 19, 2026 |
| MEITAV INVESTMENT HOUSE LTD | History | Added to | 107,964 | 3,661 | 0.02% | 0.04% | 6 | +26,359 | 32.3% | Q2 2026 | Jul 20, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 85,268 | 2,891 | 0.01% | 0.02% | 7 | +4,954 | 6.17% | Q2 2026 | Aug 13, 2026 |
| VANCE WEALTH, LLC | History | Added to | 76,270 | 2,586 | 0.58% | 0.83% | 8 | +2,635 | 3.58% | Q2 2026 | Aug 14, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 55,029 | 1,866 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CWM, LLC | History | No change | 39,061 | 1,530 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Tuttle Capital Management, LLC | History | New | 40,102 | 1,359 | 0.92% | — | 11 | +40,102 | New | Q2 2026 | Jul 30, 2026 |
| RPTC Inc. | History | No change | 34,465 | 1,168 | 0.2% | 0.24% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sierra Capital LLC | History | No change | 33,473 | 1,135 | 0.11% | 0.14% | 13 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RETIREMENT GUYS FORMULA LLC | History | Added to | 29,824 | 1,011 | 0.38% | 0.51% | 14 | +1,301 | 4.56% | Q2 2026 | Jul 30, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 27,997 | 949 | 0.0% | 0.01% | 15 | +2,096 | 8.09% | Q2 2026 | Aug 13, 2026 |
| Global Retirement Partners, LLC | History | New | 25,643 | 869 | 0.01% | — | 16 | +25,643 | New | Q2 2026 | Aug 06, 2026 |
| Rede Wealth, LLC | History | Reduced | 24,100 | 817 | 0.27% | 0.39% | 17 | -3,787 | -13.58% | Q2 2026 | Aug 03, 2026 |
| EAGLE GLOBAL ADVISORS LLC | History | No change | 19,200 | 651 | 0.02% | 0.03% | 18 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Elevate Capital Advisors, LLC | History | Reduced | 15,335 | 520 | 0.29% | 0.6% | 19 | -8,541 | -35.77% | Q2 2026 | Jul 31, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 14,537 | 492 | 0.0% | 0.0% | 20 | +500 | 3.56% | Q2 2026 | Aug 03, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 14,030 | 475 | 0.01% | 0.01% | 21 | -1,244 | -8.14% | Q2 2026 | Jul 29, 2026 |
| Foster Victor Wealth Advisors, LLC | History | No change | 12,432 | 463 | 0.02% | 0.03% | 22 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| FF Advisors,LLC | History | No change | 12,500 | 423 | 0.16% | 0.23% | 23 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 11,681 | 396 | 0.0% | 0.0% | 24 | +2,329 | 24.9% | Q2 2026 | Jul 29, 2026 |
| HighTower Advisors, LLC | History | Added to | 11,583 | 392 | 0.0% | 0.0% | 25 | +104 | 0.91% | Q2 2026 | Aug 05, 2026 |
| Oak Barrel Wealth Advisory LLC | History | New | 11,441 | 387 | 0.17% | — | 26 | +11,441 | New | Q2 2026 | Aug 07, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 10,889 | 369 | 0.0% | 0.0% | 27 | -251 | -2.25% | Q2 2026 | Jul 27, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 10,622 | 360 | 0.0% | 0.0% | 28 | -500 | -4.5% | Q2 2026 | Aug 13, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 10,636 | 360 | 0.01% | 0.01% | 29 | +100 | 0.95% | Q2 2026 | Aug 14, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 10,007 | 339 | 0.0% | 0.0% | 30 | -3,756 | -27.29% | Q2 2026 | Aug 11, 2026 |
| Abacus Wealth Partners, LLC | History | No change | 10,000 | 339 | 0.04% | 0.04% | 31 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | History | Added to | 9,959 | 337 | 0.09% | 0.11% | 32 | +921 | 10.19% | Q2 2026 | Jul 24, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 9,720 | 329 | 0.0% | 0.0% | 33 | -5,525 | -36.24% | Q2 2026 | Aug 13, 2026 |
| Private Advisor Group, LLC | History | Reduced | 9,656 | 327 | 0.0% | 0.0% | 34 | -155 | -1.58% | Q2 2026 | Jul 27, 2026 |
| Harel Insurance Investments & Financial Services Ltd. | History | Reduced | 9,525 | 323 | 0.0% | 0.0% | 35 | -62 | -0.65% | Q2 2026 | Jul 29, 2026 |
| Abacus Planning Group, Inc. | History | No change | 9,469 | 321 | 0.04% | 0.05% | 36 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 8,328 | 282 | 0.0% | 0.0% | 37 | +2,458 | 41.87% | Q2 2026 | Aug 12, 2026 |
| IFP Advisors, Inc | History | Added to | 7,621 | 258 | 0.0% | 0.01% | 38 | +57 | 0.75% | Q2 2026 | Jul 20, 2026 |
| Stratos Investment Management, LLC | History | New | 6,779 | 229 | 0.01% | — | 40 | +6,779 | New | Q2 2026 | Aug 11, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 6,758 | 229 | 0.0% | 0.01% | 39 | +434 | 6.86% | Q2 2026 | Aug 06, 2026 |
| Equitable Holdings, Inc. | History | Added to | 6,682 | 226 | 0.0% | 0.0% | 41 | +908 | 15.73% | Q2 2026 | Aug 17, 2026 |
| Dogwood Wealth Management LLC | History | Added to | 6,622 | 224 | 0.09% | 0.08% | 42 | +2,139 | 47.71% | Q2 2026 | Jul 06, 2026 |
| Western Wealth Management, LLC | History | Added to | 6,437 | 218 | 0.01% | 0.01% | 43 | +747 | 13.13% | Q2 2026 | Aug 14, 2026 |
| Indivisible Partners | History | Added to | 6,348 | 215 | 0.01% | 0.02% | 44 | +376 | 6.3% | Q2 2026 | Aug 04, 2026 |
| Atria Investments, Inc | History | Reduced | 6,309 | 213 | 0.0% | 0.0% | 45 | -1,918 | -23.31% | Q2 2026 | Jul 28, 2026 |
| TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA | History | Reduced | 3,050 | 103 | 0.03% | 0.04% | 46 | -200 | -6.15% | Q2 2026 | Aug 07, 2026 |
| IFG Advisory, LLC | History | New | 1,860 | 63 | 0.0% | — | 47 | +1,860 | New | Q2 2026 | Aug 13, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | No change | 1,250 | 42 | 0.01% | 0.01% | 48 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| My Portfolio Guide, LLC | History | No change | 887 | 34 | 0.02% | 0.02% | 49 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 960 | 32 | 0.0% | 0.0% | 50 | +189 | 24.51% | Q2 2026 | Jul 17, 2026 |
| CX Institutional | History | No change | 920 | 31 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Jul 01, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 820 | 27 | 0.0% | 0.0% | 52 | -84 | -9.29% | Q2 2026 | Jul 23, 2026 |
| NewEdge Advisors, LLC | History | Added to | 800 | 27 | 0.0% | 0.0% | 53 | +7 | 0.88% | Q2 2026 | Aug 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 519 | 17 | 0.0% | 0.0% | 54 | -38 | -6.82% | Q2 2026 | Aug 14, 2026 |
| Avion Wealth | History | No change | 457 | 15 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Costello Asset Management, INC | History | No change | 400 | 13 | 0.0% | 0.01% | 56 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| FIFTH THIRD BANCORP | History | No change | 380 | 12 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BESSEMER GROUP INC | History | No change | 301 | 10 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CENTRAL TRUST Co | History | No change | 290 | 9 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 236 | 8 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SIMPLEX TRADING, LLC | History | New | 200 | 6 | 0.0% | — | 61 | +200 | New | Q2 2026 | Aug 12, 2026 |
| Markowski Investments | History | New | 154 | 5 | 0.0% | — | 62 | +154 | New | Q2 2026 | Aug 13, 2026 |
| TSFG, LLC | History | No change | 125 | 4 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Smartleaf Asset Management LLC | History | No change | 131 | 4 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Allworth Financial LP | History | No change | 92 | 3 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 100 | 3 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 90 | 3 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 77 | 2 | 0.0% | — | 68 | +76 | 7600.0% | Q2 2026 | Aug 14, 2026 |
| Westside Investment Management, Inc. | History | No change | 65 | 2 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 50 | 1 | 0.0% | — | 71 | +50 | New | Q2 2026 | Aug 11, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 45 | 1 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Round Rock Advisors LLC | History | Closed out | 0 | 0 | — | 0.33% | — | -54,727 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Virtu Financial LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -21,173 | -100.0% | Q2 2026 | Aug 13, 2026 |
| Forefront Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -8,797 | -100.0% | Q2 2026 | Aug 20, 2026 |
| Quadrature Capital Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -8,498 | -100.0% | Q2 2026 | Aug 06, 2026 |
| Horizon Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -6,611 | -100.0% | Q2 2026 | Aug 06, 2026 |
| Csenge Advisory Group | History | Closed out | 0 | 0 | — | 0.01% | — | -6,549 | -100.0% | Q2 2026 | Aug 10, 2026 |
| Independent Advisor Alliance | History | Closed out | 0 | 0 | — | 0.0% | — | -6,373 | -100.0% | Q2 2026 | Aug 12, 2026 |
| First Financial Group Corp | History | Closed out | 0 | 0 | — | 0.19% | — | -5,834 | -100.0% | Q2 2026 | Jul 15, 2026 |
| SILVIA MCCOLL WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -5,380 | -100.0% | Q2 2026 | Jul 13, 2026 |
| Cassaday & Co Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,256 | -100.0% | Q2 2026 | Aug 10, 2026 |
| BALLAST ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,200 | -100.0% | Q2 2026 | Aug 12, 2026 |
| TopTier Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -767 | -100.0% | Q2 2026 | Jul 14, 2026 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -300 | -100.0% | Q2 2026 | Aug 12, 2026 |
| SIGNATUREFD, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -146 | -100.0% | Q2 2026 | Jul 23, 2026 |
| MATHER GROUP, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -88 | -100.0% | Q2 2026 | Jul 27, 2026 |
| Harborfront Financial Group LLC | History | New | 20 | 0 | — | — | — | +20 | New | Q2 2026 | Aug 07, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Clearstead Advisors, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Larson Financial Group LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |