Franklin Templeton Digital Holdings Trust
EZBC- Exchange
- CBOE
- Industry
- Commodity Contracts Brokers & Dealers
- SEC CIK
- 0001992870
No open-market purchases or sales by Franklin Templeton Digital Holdings Trust insiders were filed in the last 90 days; 73 institutions reported holding it in 13F filings for Q2 2026, worth $72.4M in total; no superinvestor holds it.
13F holders, Q4 2024
Institutional positions in Franklin Templeton Digital Holdings Trust as of Dec 31, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 63
- +24 vs. Q3 2024
- Shares held
- 1.18M
- −184.5K (−13.5%) vs. Q3 2024
- Total value
- $64.0M
- +$13.1M (+25.8%) vs. Q3 2024
- New holders
- 29
- 16 more added
- Sold out
- 5
- 12 more reduced
Compare with Q3 2024: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting EZBC on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 73 | $72.4M |
| Q1 2026 | 81 | $117.4M |
| Q4 2025 | 92 | $96.7M |
| Q3 2025 | 96 | $120.1M |
| Q2 2025 | 80 | $93.0M |
| Q1 2025 | 75 | $61.1M |
| Q4 2024 | 63 | $64.0M |
| Q3 2024 | 39 | $50.8M |
| Q2 2024 | 31 | $38.1M |
| Q1 2024 | 17 | $49.4M |
| Q4 2023 | 0 | $0 |
| Q3 2023 | 0 | $0 |
| Q2 2023 | 0 | $0 |
| Q1 2023 | 0 | $0 |
| Q4 2022 | 0 | $0 |
| Q3 2022 | 0 | $0 |
| Q2 2022 | 0 | $0 |
| Q1 2022 | 0 | $0 |
| Q4 2021 | 0 | $0 |
| Q3 2021 | 0 | $0 |
| Q2 2021 | 0 | $0 |
| Q1 2021 | 0 | $0 |
Institutions, Q4 2024
Shares, value and share of portfolio for each institution holding Franklin Templeton Digital Holdings Trust; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| CWM, LLC | 200,954 | $10.9M | 0.05% | +193,980+2,781.5% | Added |
| Mercer Global Advisors Inc | 131,323 | $7.11M | 0.02% | +9,045+7.4% | Added |
| Cetera Investment Advisers | 126,615 | $6.86M | 0.01% | +120,549+1,987.3% | Added |
| LPL Financial LLC | 119,153 | $6.45M | 0.00% | +95,309+399.7% | Added |
| Jane Street Group, LLC | 87,505 | $4.74M | 0.01% | −42,288−32.6% | Reduced |
| Franklin Resources Inc | 52,469 | $2.84M | 0.00% | −290−0.5% | Reduced |
| Wedbush Securities Inc | 35,725 | $1.94M | 0.07% | +1,705+5.0% | Added |
| Rede Wealth, LLC | 29,607 | $1.60M | 0.61% | −215−0.7% | Reduced |
| Rpo LLC | 26,700 | $1.45M | 1.89% | 00.0% | Unchanged |
| Retirement Guys Formula LLC | 26,223 | $1.42M | 0.72% | +26,223 | New |
| Flow Traders U.S. LLC | 22,502 | $1.22M | 0.05% | +22,502 | New |
| HighTower Advisors, LLC | 21,532 | $1.17M | 0.00% | −2,465−10.3% | Reduced |
| Wealthspire Advisors, LLC | 21,254 | $1.15M | 0.01% | +21,254 | New |
| StoneX Group Inc. | 20,425 | $1.11M | 0.06% | +20,425 | New |
| Sierra Capital LLC | 19,939 | $1.08M | 0.13% | 00.0% | Unchanged |
| Sanctuary Advisors, LLC | 16,863 | $1.03M | 0.01% | +1,201+7.7% | Added |
| Virtu Financial LLC | 17,824 | $965.0K | 0.05% | −5,245−22.7% | Reduced |
| Zacks Investment Management | 15,757 | $853.2K | 0.01% | +1,290+8.9% | Added |
| Foster Victor Wealth Advisors, LLC | 12,375 | $752.8K | 0.06% | +12,375 | New |
| Atlantic Edge Private Wealth Management, LLC | 13,450 | $728.3K | 0.23% | −1,200−8.2% | Reduced |
| Commonwealth Equity Services, LLC | 13,329 | $722.0K | 0.00% | −562−4.0% | Reduced |
| Elevate Capital Advisors, LLC | 12,374 | $670.1K | 0.59% | +12,374 | New |
| Powell Investment Advisors, LLC | 12,336 | $668.0K | 0.31% | +1,230+11.1% | Added |
| Captrust Financial Advisors | 10,922 | $591.4K | 0.00% | +3,250+42.4% | Added |
| Global Retirement Partners, LLC | 10,888 | $589.6K | 0.02% | +428+4.1% | Added |
| Susquehanna International Group, LLP | 10,586 | $573.2K | 0.00% | −703,663−98.5% | Reduced |
| Capstone Financial Advisors, Inc. | 10,000 | $541.5K | 0.03% | −400−3.8% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 9,533 | $516.0K | 0.00% | +9,533 | New |
| Private Advisor Group, LLC | 8,039 | $435.3K | 0.00% | +1,954+32.1% | Added |
| Renaissance Technologies LLC | 8,029 | $434.8K | 0.00% | −1,271−13.7% | Reduced |
| Change Path, LLC | 7,326 | $396.7K | 0.01% | +910+14.2% | Added |
| Eagle Global Advisors LLC | 6,900 | $373.6K | 0.02% | +6,900 | New |
| Horizon Wealth Management, LLC | 6,418 | $347.5K | 0.06% | +6,418 | New |
| Drive Wealth Management, LLC | 5,000 | $270.8K | 0.07% | +5,000 | New |
| Flynn Zito Capital Management, LLC | 4,840 | $262.1K | 0.12% | +4,840 | New |
| First Financial Group Corp | 4,135 | $223.9K | 0.25% | +4,135 | New |
| James J. Burns & Company, LLC | 3,887 | $210.0K | 0.04% | +3,887 | New |
| Atlas Private Wealth Advisors | 3,850 | $208.5K | 0.03% | +3,850 | New |
| Empowered Funds, LLC | 3,324 | $180.0K | 0.00% | +3,324 | New |
| Larson Financial Group LLC | 2,679 | $145.1K | 0.01% | +67+2.6% | Added |
| Geneos Wealth Management Inc. | 883 | $47.8K | 0.00% | +883 | New |
| AdvisorNet Financial, Inc | 860 | $46.6K | 0.00% | +225+35.4% | Added |
| Caitlin John, LLC | 581 | $31.5K | 0.02% | −164−22.0% | Reduced |
| Van Hulzen Asset Management, LLC | 550 | $29.8K | 0.00% | +550 | New |
| Signaturefd, LLC | 464 | $25.1K | 0.00% | +30+6.9% | Added |
| Avion Wealth | 457 | $24.0K | 0.01% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 365 | $20.4K | 0.01% | +365 | New |
| Central Trust Co | 290 | $15.7K | 0.00% | +290 | New |
| The PNC Financial Services Group, Inc. | 236 | $12.8K | 0.00% | +236 | New |
| Golden State Wealth Management, LLC | 135 | $7.31K | 0.00% | +135 | New |
| Farther Finance Advisors, LLC | 135 | $7.31K | 0.00% | +135 | New |
| Westside Investment Management, Inc. | 65 | $3.52K | 0.00% | +65 | New |
| JPMorgan Chase & Co | 50 | $2.71K | 0.00% | +50 | New |
| Toth Financial Advisory Corp | 50 | $2.71K | 0.00% | +50 | New |
| Allworth Financial LP | 42 | $2.54K | 0.00% | +42 | New |
| Innovative Advisory Group, LLC | 30 | $1.63K | 0.00% | +30 | New |
| Caldwell Sutter Capital, Inc. | 20 | $1.08K | 0.00% | −10−33.3% | Reduced |
| SWAN Capital LLC | 20 | $1.08K | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 15 | $812 | 0.00% | +15 | New |
| Harbour Investments, Inc. | 7 | $379 | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 3 | $162 | 0.00% | +3 | New |
| Wells Fargo & Company | 2 | $92 | 0.00% | +1+100.0% | Added |
| Sanctuary Wealth Management, L.L.C. | 1 | $32 | 0.00% | 00.0% | Unchanged |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −14,466−100.0% | Sold out |
| Bank of Montreal | 0 | $0 | 0.00% | −8,795−100.0% | Sold out |
| Highline Wealth Partners LLC | 0 | $0 | 0.00% | −285−100.0% | Sold out |
| REAP Financial Group, LLC | 0 | $0 | 0.00% | −150−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −96−100.0% | Sold out |