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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 1,149,527 | 45,049 | 0.01% | 0.0% | 1 | +954,970 | 490.84% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Added to | 586,693 | 22,992 | 0.01% | 0.01% | 2 | +51,631 | 9.65% | Q1 2026 | May 06, 2026 |
| Cetera Investment Advisers | History | Added to | 157,303 | 6,164 | 0.01% | 0.01% | 3 | +15,632 | 11.03% | Q1 2026 | May 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 128,373 | 5,030 | 0.01% | 0.01% | 4 | -10,052 | -7.26% | Q1 2026 | May 15, 2026 |
| MEITAV INVESTMENT HOUSE LTD | History | Added to | 81,605 | 3,198 | 0.04% | 0.03% | 5 | +25,357 | 45.08% | Q1 2026 | Apr 29, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 80,314 | 3,147 | 0.02% | 0.02% | 6 | +15,770 | 24.43% | Q1 2026 | May 05, 2026 |
| VANCE WEALTH, LLC | History | Added to | 73,635 | 2,885 | 0.83% | 0.75% | 7 | +23,915 | 48.1% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | New | 72,416 | 2,837 | 0.0% | — | 8 | +72,416 | New | Q1 2026 | May 12, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 55,029 | 2,156 | 0.0% | 0.0% | 9 | +237 | 0.43% | Q1 2026 | May 13, 2026 |
| Round Rock Advisors LLC | History | Added to | 54,727 | 2,144 | 0.33% | 0.31% | 10 | +13,463 | 32.63% | Q1 2026 | May 15, 2026 |
| Global Retirement Partners, LLC | History | No change | 33,492 | 1,694 | 0.03% | 0.03% | 11 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| CWM, LLC | History | Added to | 39,061 | 1,530 | 0.0% | 0.0% | 12 | +24,971 | 177.22% | Q1 2026 | May 14, 2026 |
| RPTC Inc. | History | No change | 34,465 | 1,350 | 0.24% | 0.29% | 13 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Sierra Capital LLC | History | Added to | 33,473 | 1,312 | 0.14% | 0.12% | 14 | +10,368 | 44.87% | Q1 2026 | May 15, 2026 |
| RETIREMENT GUYS FORMULA LLC | History | Added to | 28,523 | 1,117 | 0.51% | 0.51% | 15 | +6,376 | 28.79% | Q1 2026 | Apr 22, 2026 |
| Rede Wealth, LLC | History | Added to | 27,887 | 1,092 | 0.39% | 0.37% | 16 | +6,626 | 31.17% | Q1 2026 | Apr 10, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 25,901 | 1,015 | 0.01% | 0.01% | 17 | +5,844 | 29.14% | Q1 2026 | May 13, 2026 |
| Elevate Capital Advisors, LLC | History | Reduced | 23,876 | 935 | 0.6% | 0.86% | 18 | -1,707 | -6.67% | Q1 2026 | Apr 23, 2026 |
| Virtu Financial LLC | History | New | 21,173 | 830 | 0.03% | — | 19 | +21,173 | New | Q1 2026 | May 14, 2026 |
| EAGLE GLOBAL ADVISORS LLC | History | Added to | 19,200 | 752 | 0.03% | 0.01% | 20 | +11,500 | 149.35% | Q1 2026 | May 15, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 15,274 | 598 | 0.01% | 0.02% | 21 | +251 | 1.67% | Q1 2026 | May 11, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 15,245 | 597 | 0.0% | 0.0% | 22 | -2,200 | -12.61% | Q1 2026 | May 08, 2026 |
| FF Advisors,LLC | History | No change | 12,500 | 561 | 0.23% | 0.28% | 23 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 14,037 | 550 | 0.0% | 0.0% | 24 | +3,264 | 30.3% | Q1 2026 | May 04, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 13,763 | 539 | 0.0% | 0.01% | 25 | -925 | -6.3% | Q1 2026 | May 01, 2026 |
| Foster Victor Wealth Advisors, LLC | History | No change | 12,432 | 534 | 0.03% | 0.04% | 26 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| HighTower Advisors, LLC | History | Reduced | 11,479 | 449 | 0.0% | 0.0% | 27 | -2,119 | -15.58% | Q1 2026 | May 05, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 11,140 | 437 | 0.0% | 0.0% | 28 | -2,804 | -20.11% | Q1 2026 | Apr 30, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 11,122 | 435 | 0.0% | 0.0% | 29 | -4,881 | -30.5% | Q1 2026 | May 14, 2026 |
| WCG Wealth Advisors LLC | History | Reduced | 10,536 | 412 | 0.01% | 0.02% | 30 | -5,817 | -35.57% | Q1 2026 | May 12, 2026 |
| Abacus Wealth Partners, LLC | History | Reduced | 10,000 | 391 | 0.04% | 0.08% | 31 | -6,000 | -37.5% | Q1 2026 | Apr 24, 2026 |
| Private Advisor Group, LLC | History | Added to | 9,811 | 384 | 0.0% | 0.0% | 32 | +340 | 3.59% | Q1 2026 | Apr 24, 2026 |
| Harel Insurance Investments & Financial Services Ltd. | History | Added to | 9,587 | 376 | 0.0% | 0.0% | 33 | +2,942 | 44.27% | Q1 2026 | May 05, 2026 |
| Abacus Planning Group, Inc. | History | No change | 9,469 | 371 | 0.05% | 0.06% | 34 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 9,352 | 366 | 0.0% | 0.0% | 35 | +1,710 | 22.38% | Q1 2026 | Apr 27, 2026 |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | History | Reduced | 9,038 | 354 | 0.11% | 0.16% | 36 | -42 | -0.46% | Q1 2026 | May 04, 2026 |
| Forefront Wealth Partners, LLC | History | Reduced | 8,797 | 344 | 0.14% | 0.3% | 37 | -3,694 | -29.57% | Q1 2026 | Apr 17, 2026 |
| Quadrature Capital Ltd | History | New | 8,498 | 333 | 0.0% | — | 38 | +8,498 | New | Q1 2026 | May 15, 2026 |
| Atria Investments, Inc | History | Added to | 8,227 | 322 | 0.0% | 0.0% | 39 | +3,543 | 75.64% | Q1 2026 | May 05, 2026 |
| IFP Advisors, Inc | History | No change | 7,564 | 296 | 0.01% | 0.01% | 40 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Equitable Holdings, Inc. | History | New | 5,774 | 292 | 0.0% | — | 41 | +5,774 | New | Q1 2026 | May 15, 2026 |
| Horizon Wealth Management, LLC | History | No change | 6,611 | 259 | 0.04% | 0.05% | 42 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Csenge Advisory Group | History | New | 6,549 | 256 | 0.01% | — | 43 | +6,549 | New | Q1 2026 | Apr 30, 2026 |
| Independent Advisor Alliance | History | New | 6,373 | 249 | 0.0% | — | 44 | +6,373 | New | Q1 2026 | May 12, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 6,324 | 247 | 0.01% | 0.0% | 45 | +5,118 | 424.38% | Q1 2026 | May 04, 2026 |
| Indivisible Partners | History | Added to | 5,972 | 234 | 0.02% | 0.02% | 46 | +1,597 | 36.5% | Q1 2026 | Apr 30, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 5,870 | 230 | 0.0% | 0.0% | 47 | -10,099 | -63.24% | Q1 2026 | May 07, 2026 |
| First Financial Group Corp | History | Added to | 5,834 | 228 | 0.19% | 0.22% | 48 | +765 | 15.09% | Q1 2026 | Apr 22, 2026 |
| Western Wealth Management, LLC | History | Added to | 5,690 | 222 | 0.01% | 0.01% | 49 | +1,498 | 35.73% | Q1 2026 | May 19, 2026 |
| SILVIA MCCOLL WEALTH MANAGEMENT, LLC | History | Added to | 5,380 | 210 | 0.14% | 0.17% | 50 | +376 | 7.51% | Q1 2026 | Apr 09, 2026 |
| Dogwood Wealth Management LLC | History | Added to | 4,483 | 175 | 0.08% | 0.07% | 51 | +1,534 | 52.02% | Q1 2026 | May 12, 2026 |
| TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA | History | Added to | 3,250 | 127 | 0.04% | 0.03% | 52 | +1,200 | 58.54% | Q1 2026 | May 15, 2026 |
| Cassaday & Co Wealth Management LLC | History | New | 1,256 | 49 | 0.0% | — | 53 | +1,256 | New | Q1 2026 | May 07, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | Reduced | 1,250 | 48 | 0.01% | 0.06% | 54 | -3,700 | -74.75% | Q1 2026 | Apr 22, 2026 |
| BALLAST ADVISORS LLC | History | New | 1,200 | 47 | 0.01% | — | 55 | +1,200 | New | Q1 2026 | May 12, 2026 |
| CX Institutional | History | No change | 920 | 36 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 904 | 35 | 0.0% | 0.0% | 57 | -164 | -15.36% | Q1 2026 | Apr 17, 2026 |
| My Portfolio Guide, LLC | History | New | 887 | 34 | 0.02% | — | 58 | +887 | New | Q1 2026 | May 05, 2026 |
| NewEdge Advisors, LLC | History | Added to | 793 | 31 | 0.0% | 0.0% | 59 | +412 | 108.14% | Q1 2026 | Jun 02, 2026 |
| TopTier Wealth Management, LLC | History | New | 767 | 30 | 0.02% | — | 61 | +767 | New | Q1 2026 | May 05, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 771 | 30 | 0.0% | 0.0% | 60 | +418 | 118.41% | Q1 2026 | Apr 07, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 557 | 21 | 0.0% | 0.0% | 62 | +410 | 278.91% | Q1 2026 | May 15, 2026 |
| Avion Wealth | History | No change | 457 | 17 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Costello Asset Management, INC | History | No change | 400 | 15 | 0.01% | 0.01% | 64 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| FIFTH THIRD BANCORP | History | No change | 380 | 14 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| BESSEMER GROUP INC | History | No change | 301 | 12 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Advisory Services Network, LLC | History | New | 300 | 11 | 0.0% | — | 68 | +300 | New | Q1 2026 | May 15, 2026 |
| CENTRAL TRUST Co | History | No change | 290 | 11 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 236 | 9 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 146 | 5 | 0.0% | 0.0% | 70 | -288 | -66.36% | Q1 2026 | Apr 07, 2026 |
| TSFG, LLC | History | No change | 125 | 5 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Smartleaf Asset Management LLC | History | No change | 131 | 5 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| MATHER GROUP, LLC. | History | New | 88 | 3 | 0.0% | — | 76 | +88 | New | Q1 2026 | Apr 13, 2026 |
| Godfrey Financial Associates, Inc. | History | Added to | 90 | 3 | 0.0% | 0.0% | 75 | +15 | 20.0% | Q1 2026 | May 11, 2026 |
| Allworth Financial LP | History | No change | 92 | 3 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 100 | 3 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Westside Investment Management, Inc. | History | No change | 65 | 2 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 45 | 1 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Consilium Wealth Advisory, LLC | History | Closed out | 0 | 0 | — | 1.22% | — | -65,559 | -100.0% | Q1 2026 | Apr 20, 2026 |
| FLOW TRADERS U.S. LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -29,661 | -100.0% | Q1 2026 | May 15, 2026 |
| Powell Investment Advisors, LLC | History | Closed out | 0 | 0 | — | 0.19% | — | -11,106 | -100.0% | Q1 2026 | Apr 23, 2026 |
| StoneX Group Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -9,881 | -100.0% | Q1 2026 | May 14, 2026 |
| Mariner, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,004 | -100.0% | Q1 2026 | May 13, 2026 |
| FIDUCIENT ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -5,000 | -100.0% | Q1 2026 | May 08, 2026 |
| NewEdge Wealth, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,855 | -100.0% | Q1 2026 | May 13, 2026 |
| THRYVE WEALTH MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -4,550 | -100.0% | Q1 2026 | May 14, 2026 |
| MMA ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -4,489 | -100.0% | Q1 2026 | Apr 08, 2026 |
| Integrated Wealth Concepts LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,383 | -100.0% | Q1 2026 | May 15, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,163 | -100.0% | Q1 2026 | May 11, 2026 |
| NORTHERN TRUST CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -3,955 | -100.0% | Q1 2026 | May 14, 2026 |
| Kestra Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,775 | -100.0% | Q1 2026 | Apr 30, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,908 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Strategic Wealth Partners, Ltd. | History | Closed out | 0 | 0 | — | 0.01% | — | -1,620 | -100.0% | Q1 2026 | May 12, 2026 |
| Greenline Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -911 | -100.0% | Q1 2026 | May 14, 2026 |
| Larson Financial Group LLC | History | Reduced | 2 | 0 | — | 0.0% | — | -531 | -99.62% | Q1 2026 | May 15, 2026 |
| HUNTINGTON NATIONAL BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -330 | -100.0% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Closed out | 0 | 0 | — | 0.0% | — | -300 | -100.0% | Q1 2026 | May 15, 2026 |
| NBC SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -260 | -100.0% | Q1 2026 | Apr 14, 2026 |
| McIlrath & Eck, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -94 | -100.0% | Q1 2026 | May 19, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -75 | -100.0% | Q1 2026 | Apr 16, 2026 |
| SWAN Capital LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -20 | -100.0% | Q1 2026 | May 14, 2026 |
| Abound Wealth Management | History | Closed out | 0 | 0 | — | — | — | -13 | -100.0% | Q1 2026 | Apr 10, 2026 |
| Clearstead Advisors, LLC | History | New | 5 | 0 | — | — | — | +5 | New | Q1 2026 | May 06, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |