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 | No change | 617,990 | 20,956 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 223,479 | 7,578 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JANE STREET GROUP, LLC | History | No change | 181,098 | 6,141 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cetera Investment Advisers | History | No change | 165,492 | 5,611 | 0.01% | 0.01% | 4 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MEITAV INVESTMENT HOUSE LTD | History | Reduced | 107,689 | 5,200 | 0.03% | 0.02% | 5 | -275 | -0.25% | Q3 2026 | Oct 28, 2026 |
| Tuttle Capital Management, LLC | History | Added to | 81,545 | 3,989 | 1.74% | 0.92% | 6 | +41,443 | 103.34% | Q3 2026 | Oct 21, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 108,597 | 3,682 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| Kestra Advisory Services, LLC | History | New | 65,925 | 3,183 | 0.01% | — | 8 | +65,925 | New | Q3 2026 | Nov 02, 2026 |
| Sanctuary Advisors, LLC | History | No change | 85,268 | 2,891 | 0.01% | 0.01% | 9 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANCE WEALTH, LLC | History | No change | 76,270 | 2,586 | 0.58% | 0.58% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 55,029 | 1,866 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RETIREMENT GUYS FORMULA LLC | History | Reduced | 29,192 | 1,409 | 0.52% | 0.38% | 12 | -632 | -2.12% | Q3 2026 | Oct 26, 2026 |
| Convergence Financial, LLC | History | New | 28,878 | 1,394 | 0.2% | — | 13 | +28,878 | New | Q3 2026 | Oct 27, 2026 |
| RPTC Inc. | History | No change | 34,465 | 1,168 | 0.2% | 0.2% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Sierra Capital LLC | History | No change | 33,473 | 1,135 | 0.11% | 0.11% | 15 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rede Wealth, LLC | History | Reduced | 21,843 | 1,054 | 0.35% | 0.27% | 16 | -2,257 | -9.37% | Q3 2026 | Oct 22, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 27,997 | 949 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Global Retirement Partners, LLC | History | No change | 25,643 | 869 | 0.01% | 0.01% | 18 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| EAGLE GLOBAL ADVISORS LLC | History | Reduced | 14,000 | 676 | 0.02% | 0.02% | 19 | -5,200 | -27.08% | Q3 2026 | Nov 02, 2026 |
| FF Advisors,LLC | History | No change | 12,500 | 603 | 0.22% | 0.16% | 20 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| Foster Victor Wealth Advisors, LLC | History | Reduced | 12,403 | 586 | 0.03% | 0.02% | 21 | -29 | -0.23% | Q3 2026 | Oct 21, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 11,948 | 576 | 0.0% | 0.0% | 22 | +267 | 2.29% | Q3 2026 | Nov 02, 2026 |
| Elevate Capital Advisors, LLC | History | Reduced | 11,388 | 549 | 0.31% | 0.29% | 23 | -3,947 | -25.74% | Q3 2026 | Nov 02, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 10,355 | 500 | 0.0% | 0.0% | 24 | -534 | -4.9% | Q3 2026 | Nov 02, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 14,537 | 492 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Abacus Wealth Partners, LLC | History | No change | 10,000 | 482 | 0.05% | 0.04% | 26 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Abacus Planning Group, Inc. | History | No change | 9,469 | 457 | 0.06% | 0.04% | 27 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Harel Insurance Investments & Financial Services Ltd. | History | Reduced | 9,311 | 450 | 0.0% | 0.0% | 28 | -214 | -2.25% | Q3 2026 | Nov 02, 2026 |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | History | Reduced | 8,876 | 428 | 0.11% | 0.09% | 29 | -1,083 | -10.87% | Q3 2026 | Nov 04, 2026 |
| HighTower Advisors, LLC | History | No change | 11,583 | 392 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Oak Barrel Wealth Advisory LLC | History | No change | 11,441 | 387 | 0.17% | 0.17% | 31 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| IFP Advisors, Inc | History | Added to | 7,649 | 369 | 0.01% | 0.0% | 32 | +28 | 0.37% | Q3 2026 | Oct 16, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 10,622 | 360 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WCG Wealth Advisors LLC | History | No change | 10,636 | 360 | 0.01% | 0.01% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 7,035 | 339 | 0.01% | 0.01% | 36 | -6,995 | -49.86% | Q3 2026 | Nov 02, 2026 |
| Wealthspire Advisors, LLC | History | No change | 10,007 | 339 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 9,720 | 329 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Private Advisor Group, LLC | History | No change | 9,656 | 327 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Avior Wealth Management, LLC | History | New | 6,218 | 300 | 0.01% | — | 39 | +6,218 | New | Q3 2026 | Oct 13, 2026 |
| Indivisible Partners | History | Reduced | 6,066 | 292 | 0.01% | 0.01% | 40 | -282 | -4.44% | Q3 2026 | Oct 26, 2026 |
| Atria Investments, Inc | History | Reduced | 5,962 | 287 | 0.0% | 0.0% | 41 | -347 | -5.5% | Q3 2026 | Oct 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 8,328 | 282 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| First Financial Group Corp | History | New | 5,804 | 280 | 0.21% | — | 43 | +5,804 | New | Q3 2026 | Oct 22, 2026 |
| Glass Jacobson Investment Advisors llc | History | New | 5,429 | 262 | 0.08% | — | 44 | +5,429 | New | Q3 2026 | Oct 26, 2026 |
| Horizon Wealth Management, LLC | History | New | 4,806 | 232 | 0.03% | — | 45 | +4,806 | New | Q3 2026 | Nov 02, 2026 |
| Stratos Investment Management, LLC | History | No change | 6,779 | 229 | 0.01% | 0.01% | 46 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Geneos Wealth Management Inc. | History | No change | 6,758 | 229 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Equitable Holdings, Inc. | History | No change | 6,682 | 226 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| Dogwood Wealth Management LLC | History | No change | 6,622 | 224 | 0.09% | 0.09% | 49 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Western Wealth Management, LLC | History | No change | 6,437 | 218 | 0.01% | 0.01% | 50 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA | History | No change | 3,050 | 103 | 0.03% | 0.03% | 51 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| IFG Advisory, LLC | History | No change | 1,860 | 63 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | No change | 1,250 | 60 | 0.01% | 0.01% | 53 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| Farther Finance Advisors, LLC | History | No change | 960 | 46 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| CX Institutional | History | No change | 920 | 44 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q3 2026 | Oct 02, 2026 |
| NewEdge Advisors, LLC | History | No change | 800 | 27 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Avion Wealth | History | No change | 457 | 22 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| UMB Private Wealth Management, LLC | History | New | 431 | 20 | 0.02% | — | 58 | +431 | New | Q3 2026 | Oct 19, 2026 |
| Costello Asset Management, INC | History | No change | 400 | 19 | 0.01% | 0.0% | 59 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| Next Level Wealth Planning, LLC | History | New | 375 | 18 | 0.01% | — | 60 | +375 | New | Q3 2026 | Oct 29, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 519 | 17 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIFTH THIRD BANCORP | History | No change | 380 | 12 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| BESSEMER GROUP INC | History | No change | 301 | 10 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CENTRAL TRUST Co | History | No change | 290 | 9 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 236 | 8 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Markowski Investments | History | No change | 154 | 7 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q3 2026 | Oct 30, 2026 |
| TSFG, LLC | History | Reduced | 121 | 6 | 0.0% | 0.0% | 67 | -4 | -3.2% | Q3 2026 | Oct 23, 2026 |
| Smartleaf Asset Management LLC | History | No change | 131 | 4 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Westside Investment Management, Inc. | History | No change | 65 | 3 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q3 2026 | Nov 02, 2026 |
| Allworth Financial LP | History | No change | 92 | 3 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 90 | 3 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 44 | 2 | 0.0% | 0.0% | 73 | -1 | -2.22% | Q3 2026 | Nov 04, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 77 | 2 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 50 | 1 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| AdvisorNet Financial, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -820 | -100.0% | Q3 2026 | Oct 15, 2026 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -200 | -100.0% | Q3 2026 | Nov 04, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q3 2026 | Nov 02, 2026 |
| Meriwether Wealth & Planning, LLC | History | New | 20 | 0 | — | — | — | +20 | New | Q3 2026 | Oct 13, 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 |
| Harborfront Financial Group LLC | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |