Franklin Templeton Digital Holdings Trust - EZBC
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 12 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
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 | 535,062 | 27,074 | 0.01% | 0.01% | 1 | +7,115 | 1.35% | Q4 2025 | Feb 11, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 194,557 | 9,844 | 0.0% | 0.0% | 2 | +175,738 | 933.83% | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | History | Reduced | 141,671 | 7,168 | 0.01% | 0.01% | 3 | -28,207 | -16.6% | Q4 2025 | Feb 17, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 138,425 | 7,004 | 0.01% | 0.01% | 4 | +4,845 | 3.63% | Q4 2025 | Feb 18, 2026 |
| Consilium Wealth Advisory, LLC | History | New | 65,559 | 3,317 | 1.22% | — | 5 | +65,559 | New | Q4 2025 | Jan 26, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 64,544 | 3,265 | 0.02% | 0.01% | 6 | +45,517 | 239.22% | Q4 2025 | Jan 29, 2026 |
| MEITAV INVESTMENT HOUSE LTD | History | Added to | 56,248 | 2,846 | 0.03% | 0.04% | 7 | +10,761 | 23.66% | Q4 2025 | Feb 10, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 54,792 | 2,772 | 0.0% | 0.0% | 8 | -102 | -0.19% | Q4 2025 | Feb 11, 2026 |
| VANCE WEALTH, LLC | History | Added to | 49,720 | 2,515 | 0.75% | 0.37% | 9 | +31,704 | 175.98% | Q4 2025 | Feb 17, 2026 |
| Round Rock Advisors LLC | History | New | 41,264 | 2,087 | 0.31% | — | 10 | +41,264 | New | Q4 2025 | Apr 07, 2026 |
| RPTC Inc. | History | No change | 34,465 | 1,743 | 0.29% | 0.4% | 11 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Global Retirement Partners, LLC | History | Added to | 33,492 | 1,694 | 0.03% | 0.03% | 12 | +10,467 | 45.46% | Q4 2025 | Feb 06, 2026 |
| FLOW TRADERS U.S. LLC | History | Added to | 29,661 | 1,501 | 0.05% | 0.03% | 13 | +16,803 | 130.68% | Q4 2025 | Feb 13, 2026 |
| Elevate Capital Advisors, LLC | History | Reduced | 25,583 | 1,294 | 0.86% | 1.28% | 14 | -2,247 | -8.07% | Q4 2025 | Jan 23, 2026 |
| Sierra Capital LLC | History | Added to | 23,105 | 1,169 | 0.12% | 0.14% | 15 | +3,604 | 18.48% | Q4 2025 | Feb 18, 2026 |
| RETIREMENT GUYS FORMULA LLC | History | Added to | 22,147 | 1,120 | 0.51% | 0.41% | 16 | +4,441 | 25.08% | Q4 2025 | Jan 23, 2026 |
| Rede Wealth, LLC | History | New | 21,261 | 1,075 | 0.37% | — | 17 | +21,261 | New | Q4 2025 | Jan 23, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 20,057 | 1,014 | 0.01% | 0.0% | 18 | +7,834 | 64.09% | Q4 2025 | Feb 11, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 17,445 | 882 | 0.0% | 0.0% | 19 | +9,270 | 113.39% | Q4 2025 | Feb 12, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 16,353 | 827 | 0.02% | 0.05% | 20 | +4,013 | 32.52% | Q4 2025 | Feb 10, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 16,003 | 809 | 0.0% | 0.0% | 21 | +1,091 | 7.32% | Q4 2025 | Feb 17, 2026 |
| Abacus Wealth Partners, LLC | History | Added to | 16,000 | 809 | 0.08% | 0.14% | 22 | +1,000 | 6.67% | Q4 2025 | Feb 05, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | New | 15,969 | 808 | 0.0% | — | 23 | +15,969 | New | Q4 2025 | Feb 10, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 15,023 | 760 | 0.02% | — | 24 | +15,023 | New | Q4 2025 | Jan 29, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 14,688 | 743 | 0.01% | 0.0% | 25 | +920 | 6.68% | Q4 2025 | Feb 13, 2026 |
| CWM, LLC | History | Reduced | 14,090 | 713 | 0.0% | 0.0% | 26 | -859 | -5.75% | Q4 2025 | Jan 26, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 13,944 | 706 | 0.0% | 0.0% | 27 | +2,674 | 23.73% | Q4 2025 | Feb 05, 2026 |
| HighTower Advisors, LLC | History | Reduced | 13,598 | 688 | 0.0% | 0.0% | 28 | -582 | -4.1% | Q4 2025 | Feb 06, 2026 |
| Foster Victor Wealth Advisors, LLC | History | Added to | 12,432 | 686 | 0.04% | 0.05% | 29 | +57 | 0.46% | Q4 2025 | Jan 26, 2026 |
| Forefront Wealth Partners, LLC | History | Added to | 12,491 | 632 | 0.3% | 0.14% | 31 | +4,005 | 47.2% | Q4 2025 | Feb 06, 2026 |
| FF Advisors,LLC | History | No change | 12,500 | 632 | 0.28% | 0.4% | 30 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Powell Investment Advisors, LLC | History | Reduced | 11,106 | 561 | 0.19% | 0.29% | 32 | -1,230 | -9.97% | Q4 2025 | Feb 09, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 10,773 | 545 | 0.0% | 0.0% | 33 | +2,526 | 30.63% | Q4 2025 | Feb 10, 2026 |
| StoneX Group Inc. | History | Added to | 9,881 | 499 | 0.02% | 0.01% | 34 | +5,246 | 113.18% | Q4 2025 | Feb 12, 2026 |
| Abacus Planning Group, Inc. | History | New | 9,469 | 479 | 0.06% | — | 36 | +9,469 | New | Q4 2025 | Jan 16, 2026 |
| Private Advisor Group, LLC | History | Added to | 9,471 | 479 | 0.0% | 0.0% | 35 | +110 | 1.18% | Q4 2025 | Feb 17, 2026 |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | History | Added to | 9,080 | 459 | 0.16% | 0.14% | 37 | +3,180 | 53.9% | Q4 2025 | Feb 06, 2026 |
| EAGLE GLOBAL ADVISORS LLC | History | Reduced | 7,700 | 389 | 0.01% | 0.03% | 38 | -4,200 | -35.29% | Q4 2025 | Jan 28, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 7,642 | 386 | 0.0% | 0.0% | 39 | +467 | 6.51% | Q4 2025 | Feb 12, 2026 |
| IFP Advisors, Inc | History | No change | 7,564 | 382 | 0.01% | 0.01% | 40 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Harel Insurance Investments & Financial Services Ltd. | History | Added to | 6,645 | 336 | 0.0% | 0.0% | 41 | +4,209 | 172.78% | Q4 2025 | Feb 03, 2026 |
| Horizon Wealth Management, LLC | History | Reduced | 6,611 | 334 | 0.05% | 0.09% | 42 | -2,260 | -25.48% | Q4 2025 | Feb 04, 2026 |
| First Financial Group Corp | History | Added to | 5,069 | 256 | 0.22% | 0.28% | 43 | +110 | 2.22% | Q4 2025 | Jan 28, 2026 |
| Mariner, LLC | History | New | 5,004 | 253 | 0.0% | — | 44 | +5,004 | New | Q4 2025 | Feb 13, 2026 |
| SILVIA MCCOLL WEALTH MANAGEMENT, LLC | History | New | 5,004 | 253 | 0.17% | — | 46 | +5,004 | New | Q4 2025 | Jan 09, 2026 |
| FIDUCIENT ADVISORS LLC | History | Added to | 5,000 | 253 | 0.03% | 0.03% | 45 | +1,400 | 38.89% | Q4 2025 | Feb 10, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | Reduced | 4,950 | 250 | 0.06% | 0.28% | 47 | -11,650 | -70.18% | Q4 2025 | Jan 27, 2026 |
| NewEdge Wealth, LLC | History | New | 4,855 | 245 | 0.0% | — | 48 | +4,855 | New | Q4 2025 | Feb 03, 2026 |
| Atria Investments, Inc | History | Added to | 4,684 | 237 | 0.0% | 0.0% | 49 | +1,396 | 42.46% | Q4 2025 | Feb 05, 2026 |
| THRYVE WEALTH MANAGEMENT LLC | History | New | 4,550 | 230 | 0.11% | — | 50 | +4,550 | New | Q4 2025 | Feb 25, 2026 |
| MMA ASSET MANAGEMENT LLC | History | Reduced | 4,489 | 227 | 0.08% | 0.15% | 51 | -2,353 | -34.39% | Q4 2025 | Feb 03, 2026 |
| Indivisible Partners | History | New | 4,375 | 221 | 0.02% | — | 53 | +4,375 | New | Q4 2025 | Feb 03, 2026 |
| Integrated Wealth Concepts LLC | History | Reduced | 4,383 | 221 | 0.0% | 0.0% | 52 | -291 | -6.23% | Q4 2025 | Feb 13, 2026 |
| Western Wealth Management, LLC | History | Added to | 4,192 | 212 | 0.01% | 0.01% | 54 | +983 | 30.63% | Q4 2025 | Feb 05, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 4,163 | 210 | 0.0% | 0.0% | 55 | -435 | -9.46% | Q4 2025 | Feb 10, 2026 |
| NORTHERN TRUST CORP | History | New | 3,955 | 200 | 0.0% | — | 56 | +3,955 | New | Q4 2025 | Feb 17, 2026 |
| Kestra Advisory Services, LLC | History | New | 3,775 | 191 | 0.0% | — | 57 | +3,775 | New | Q4 2025 | Feb 13, 2026 |
| Dogwood Wealth Management LLC | History | Added to | 2,949 | 149 | 0.07% | 0.02% | 58 | +2,255 | 324.93% | Q4 2025 | Feb 04, 2026 |
| TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA | History | Added to | 2,050 | 103 | 0.03% | 0.01% | 59 | +1,090 | 113.54% | Q4 2025 | Feb 13, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Reduced | 1,908 | 96 | 0.0% | 0.01% | 60 | -1,267 | -39.91% | Q4 2025 | Jan 21, 2026 |
| Geneos Wealth Management Inc. | History | No change | 1,206 | 61 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 1,068 | 54 | 0.0% | 0.0% | 62 | -7 | -0.65% | Q4 2025 | Jan 20, 2026 |
| CX Institutional | History | New | 920 | 47 | 0.0% | — | 63 | +920 | New | Q4 2025 | Feb 02, 2026 |
| Greenline Wealth Management LLC | History | New | 911 | 46 | 0.05% | — | 64 | +911 | New | Q4 2025 | Feb 13, 2026 |
| Larson Financial Group LLC | History | Reduced | 533 | 26 | 0.0% | 0.0% | 65 | -10 | -1.84% | Q4 2025 | Feb 06, 2026 |
| Avion Wealth | History | No change | 457 | 23 | 0.0% | 0.01% | 66 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| SIGNATUREFD, LLC | History | No change | 434 | 21 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Costello Asset Management, INC | History | Reduced | 400 | 20 | 0.01% | 0.01% | 68 | -100 | -20.0% | Q4 2025 | Feb 03, 2026 |
| NewEdge Advisors, LLC | History | Added to | 381 | 19 | 0.0% | 0.0% | 70 | +56 | 17.23% | Q4 2025 | Feb 18, 2026 |
| FIFTH THIRD BANCORP | History | No change | 380 | 19 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 353 | 17 | 0.0% | 0.0% | 71 | +312 | 760.98% | Q4 2025 | Jan 23, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 330 | 16 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| MORGAN STANLEY | History | New | 300 | 15 | 0.0% | — | 73 | +300 | New | Q4 2025 | Feb 13, 2026 |
| BESSEMER GROUP INC | History | No change | 301 | 15 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| CENTRAL TRUST Co | History | No change | 290 | 14 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| NBC SECURITIES, INC. | History | No change | 260 | 13 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 236 | 11 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 147 | 7 | 0.0% | 0.0% | 78 | +82 | 126.15% | Q4 2025 | Feb 17, 2026 |
| TSFG, LLC | History | New | 125 | 6 | 0.0% | — | 79 | +125 | New | Q4 2025 | Feb 04, 2026 |
| Smartleaf Asset Management LLC | History | No change | 131 | 6 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 100 | 5 | 0.0% | — | 81 | +100 | New | Q4 2025 | Feb 03, 2026 |
| McIlrath & Eck, LLC | History | New | 94 | 4 | 0.0% | — | 83 | +94 | New | Q4 2025 | Feb 03, 2026 |
| Allworth Financial LP | History | New | 92 | 4 | 0.0% | — | 82 | +92 | New | Q4 2025 | Feb 05, 2026 |
| Godfrey Financial Associates, Inc. | History | New | 75 | 3 | 0.0% | — | 86 | +75 | New | Q4 2025 | Feb 10, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | No change | 75 | 3 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Westside Investment Management, Inc. | History | No change | 65 | 3 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 45 | 2 | 0.0% | 0.0% | 87 | +1 | 2.27% | Q4 2025 | Feb 06, 2026 |
| SWAN Capital LLC | History | No change | 20 | 1 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Virtu Financial LLC | History | Closed out | 0 | 0 | — | 0.44% | — | -118,284 | -100.0% | Q3 2025 | Nov 14, 2025 |
| CHILDRESS CAPITAL ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.83% | — | -68,956 | -100.0% | Q3 2025 | Oct 23, 2025 |
| STANSBERRY ASSET MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.47% | — | -68,169 | -100.0% | Q3 2025 | Nov 14, 2025 |
| RPO LLC | History | Closed out | 0 | 0 | — | 0.24% | — | -35,400 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Capstone Financial Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.03% | — | -9,250 | -100.0% | Q3 2025 | Nov 14, 2025 |
| L2 Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -5,100 | -100.0% | Q3 2025 | Nov 14, 2025 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Closed out | 0 | 0 | — | 0.02% | — | -4,158 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Modern Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,900 | -100.0% | Q3 2025 | Nov 12, 2025 |
| James J. Burns & Company, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -3,887 | -100.0% | Q3 2025 | Oct 20, 2025 |
| OLD MISSION CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,666 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Valmark Advisers, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -3,576 | -100.0% | Q3 2025 | Oct 24, 2025 |
| MJP ASSOCIATES INC /ADV | History | Closed out | 0 | 0 | — | 0.03% | — | -3,456 | -100.0% | Q3 2025 | Nov 07, 2025 |
| Advisor OS, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -3,456 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Atlas Private Wealth Advisors | History | Closed out | 0 | 0 | — | 0.05% | — | -3,106 | -100.0% | Q3 2025 | Nov 04, 2025 |
| CreativeOne Wealth, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,030 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Caitlin John, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -579 | -100.0% | Q3 2025 | Nov 12, 2025 |
| MATHER GROUP, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -401 | -100.0% | Q3 2025 | Oct 21, 2025 |
| Advisory Services Network, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -300 | -100.0% | Q3 2025 | Nov 18, 2025 |
| Sound Income Strategies, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -170 | -100.0% | Q3 2025 | Oct 10, 2025 |
| GPS Wealth Strategies Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -109 | -100.0% | Q3 2025 | Nov 03, 2025 |
| Abound Wealth Management | History | New | 13 | 0 | — | — | — | +13 | New | Q4 2025 | Jan 12, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | Closed out | 0 | 0 | — | — | — | -10 | -100.0% | Q3 2025 | Oct 29, 2025 |
| Cloud Capital Management, LLC | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q3 2025 | Nov 03, 2025 |
| WELLS FARGO & COMPANY/MN | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |