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 |
|---|---|---|---|---|---|
| Sanctuary Wealth Management, L.L.C. | 1 | $32 | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 2 | $92 | 0.00% | +1+100.0% | Added |
| EverSource Wealth Advisors, LLC | 3 | $162 | 0.00% | +3 | New |
| Harbour Investments, Inc. | 7 | $379 | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 15 | $812 | 0.00% | +15 | 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 |
| Innovative Advisory Group, LLC | 30 | $1.63K | 0.00% | +30 | New |
| Allworth Financial LP | 42 | $2.54K | 0.00% | +42 | New |
| JPMorgan Chase & Co | 50 | $2.71K | 0.00% | +50 | New |
| Toth Financial Advisory Corp | 50 | $2.71K | 0.00% | +50 | New |
| Westside Investment Management, Inc. | 65 | $3.52K | 0.00% | +65 | New |
| Golden State Wealth Management, LLC | 135 | $7.31K | 0.00% | +135 | New |
| Farther Finance Advisors, LLC | 135 | $7.31K | 0.00% | +135 | New |
| The PNC Financial Services Group, Inc. | 236 | $12.8K | 0.00% | +236 | New |
| Central Trust Co | 290 | $15.7K | 0.00% | +290 | New |
| Semmax Financial Advisors Inc. | 365 | $20.4K | 0.01% | +365 | New |
| Avion Wealth | 457 | $24.0K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 464 | $25.1K | 0.00% | +30+6.9% | Added |
| Van Hulzen Asset Management, LLC | 550 | $29.8K | 0.00% | +550 | New |
| Caitlin John, LLC | 581 | $31.5K | 0.02% | −164−22.0% | Reduced |
| AdvisorNet Financial, Inc | 860 | $46.6K | 0.00% | +225+35.4% | Added |
| Geneos Wealth Management Inc. | 883 | $47.8K | 0.00% | +883 | New |
| Larson Financial Group LLC | 2,679 | $145.1K | 0.01% | +67+2.6% | Added |
| Empowered Funds, LLC | 3,324 | $180.0K | 0.00% | +3,324 | New |
| Atlas Private Wealth Advisors | 3,850 | $208.5K | 0.03% | +3,850 | New |
| James J. Burns & Company, LLC | 3,887 | $210.0K | 0.04% | +3,887 | New |
| First Financial Group Corp | 4,135 | $223.9K | 0.25% | +4,135 | New |
| Flynn Zito Capital Management, LLC | 4,840 | $262.1K | 0.12% | +4,840 | New |
| Drive Wealth Management, LLC | 5,000 | $270.8K | 0.07% | +5,000 | New |
| Horizon Wealth Management, LLC | 6,418 | $347.5K | 0.06% | +6,418 | New |
| Eagle Global Advisors LLC | 6,900 | $373.6K | 0.02% | +6,900 | New |
| Change Path, LLC | 7,326 | $396.7K | 0.01% | +910+14.2% | Added |
| Renaissance Technologies LLC | 8,029 | $434.8K | 0.00% | −1,271−13.7% | Reduced |
| Private Advisor Group, LLC | 8,039 | $435.3K | 0.00% | +1,954+32.1% | Added |
| Cambridge Investment Research Advisors, Inc. | 9,533 | $516.0K | 0.00% | +9,533 | New |
| Capstone Financial Advisors, Inc. | 10,000 | $541.5K | 0.03% | −400−3.8% | Reduced |
| Susquehanna International Group, LLP | 10,586 | $573.2K | 0.00% | −703,663−98.5% | Reduced |
| Global Retirement Partners, LLC | 10,888 | $589.6K | 0.02% | +428+4.1% | Added |
| Captrust Financial Advisors | 10,922 | $591.4K | 0.00% | +3,250+42.4% | Added |
| Powell Investment Advisors, LLC | 12,336 | $668.0K | 0.31% | +1,230+11.1% | Added |
| Elevate Capital Advisors, LLC | 12,374 | $670.1K | 0.59% | +12,374 | New |
| Commonwealth Equity Services, LLC | 13,329 | $722.0K | 0.00% | −562−4.0% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 13,450 | $728.3K | 0.23% | −1,200−8.2% | Reduced |
| Foster Victor Wealth Advisors, LLC | 12,375 | $752.8K | 0.06% | +12,375 | New |
| Zacks Investment Management | 15,757 | $853.2K | 0.01% | +1,290+8.9% | Added |
| Virtu Financial LLC | 17,824 | $965.0K | 0.05% | −5,245−22.7% | Reduced |
| Sanctuary Advisors, LLC | 16,863 | $1.03M | 0.01% | +1,201+7.7% | Added |
| Sierra Capital LLC | 19,939 | $1.08M | 0.13% | 00.0% | Unchanged |
| StoneX Group Inc. | 20,425 | $1.11M | 0.06% | +20,425 | New |
| Wealthspire Advisors, LLC | 21,254 | $1.15M | 0.01% | +21,254 | New |
| HighTower Advisors, LLC | 21,532 | $1.17M | 0.00% | −2,465−10.3% | Reduced |
| Flow Traders U.S. LLC | 22,502 | $1.22M | 0.05% | +22,502 | New |
| Retirement Guys Formula LLC | 26,223 | $1.42M | 0.72% | +26,223 | New |
| Rpo LLC | 26,700 | $1.45M | 1.89% | 00.0% | Unchanged |
| Rede Wealth, LLC | 29,607 | $1.60M | 0.61% | −215−0.7% | Reduced |
| Wedbush Securities Inc | 35,725 | $1.94M | 0.07% | +1,705+5.0% | Added |
| Franklin Resources Inc | 52,469 | $2.84M | 0.00% | −290−0.5% | Reduced |
| Jane Street Group, LLC | 87,505 | $4.74M | 0.01% | −42,288−32.6% | Reduced |
| LPL Financial LLC | 119,153 | $6.45M | 0.00% | +95,309+399.7% | Added |
| Cetera Investment Advisers | 126,615 | $6.86M | 0.01% | +120,549+1,987.3% | Added |
| Mercer Global Advisors Inc | 131,323 | $7.11M | 0.02% | +9,045+7.4% | Added |
| CWM, LLC | 200,954 | $10.9M | 0.05% | +193,980+2,781.5% | Added |
| 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 |