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, Q1 2025
Institutional positions in Franklin Templeton Digital Holdings Trust as of Mar 31, 2025. 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
- 75
- +14 vs. Q4 2024
- Shares held
- 1.28M
- +108.6K (+9.3%) vs. Q4 2024
- Total value
- $61.1M
- −$2.32M (−3.7%) vs. Q4 2024
- New holders
- 21
- 23 more added
- Sold out
- 7
- 11 more reduced
2 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Franklin Templeton Digital Holdings Trust; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| LPL Financial LLC | 214,815 | $10.3M | 0.00% | +95,662+80.3% | Added |
| Cetera Investment Advisers | 134,832 | $6.44M | 0.01% | +8,217+6.5% | Added |
| Mercer Global Advisors Inc | 134,314 | $6.41M | 0.01% | +2,991+2.3% | Added |
| Stansberry Asset Management, LLC | 64,214 | $3.07M | 0.37% | +64,214 | New |
| Jane Street Group, LLC | 56,415 | $2.69M | 0.00% | −31,090−35.5% | Reduced |
| Franklin Resources Inc | 52,634 | $2.51M | 0.00% | +165+0.3% | Added |
| Wedbush Securities Inc | 39,628 | $1.89M | 0.07% | +3,903+10.9% | Added |
| Susquehanna International Group, LLP | 34,561 | $1.65M | 0.00% | +23,975+226.5% | Added |
| RPTC Inc. | 34,465 | $1.65M | 0.33% | +34,465 | New |
| Rpo LLC | 26,700 | $1.28M | 2.55% | 00.0% | Unchanged |
| Retirement Guys Formula LLC | 24,221 | $1.16M | 0.57% | −2,002−7.6% | Reduced |
| Rede Wealth, LLC | 21,602 | $1.03M | 0.36% | −8,005−27.0% | Reduced |
| Flow Traders U.S. LLC | 21,563 | $1.03M | 0.04% | −939−4.2% | Reduced |
| Meitav Dash Investments Ltd | 21,175 | $1.01M | 0.02% | +21,175 | New |
| StoneX Group Inc. | 20,235 | $966.4K | 0.05% | −190−0.9% | Reduced |
| Zacks Investment Management | 20,133 | $961.6K | 0.01% | +4,376+27.8% | Added |
| Sierra Capital LLC | 19,939 | $952.0K | 0.11% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 19,209 | $917.4K | 0.00% | −2,323−10.8% | Reduced |
| Sanctuary Advisors, LLC | 19,027 | $908.7K | 0.01% | +2,164+12.8% | Added |
| Convergence Financial, LLC | 18,797 | $897.7K | 0.18% | +18,797 | New |
| Wealthspire Advisors, LLC | 18,688 | $892.5K | 0.01% | −2,566−12.1% | Reduced |
| Elevate Capital Advisors, LLC | 15,729 | $751.2K | 0.69% | +3,355+27.1% | Added |
| FF Advisors,LLC | 12,500 | $696.6K | 0.40% | +12,500 | New |
| Commonwealth Equity Services, LLC | 14,213 | $679.0K | 0.00% | +884+6.6% | Added |
| CWM, LLC | 13,796 | $659.0K | 0.00% | −187,158−93.1% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 13,450 | $642.4K | 0.20% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 12,598 | $601.7K | 0.00% | +12,598 | New |
| Foster Victor Wealth Advisors, LLC | 12,375 | $601.1K | 0.05% | 00.0% | Unchanged |
| Powell Investment Advisors, LLC | 12,336 | $589.2K | 0.29% | 00.0% | Unchanged |
| Citadel Advisors LLC | 11,977 | $572.0K | 0.00% | +11,977 | New |
| Captrust Financial Advisors | 11,872 | $567.0K | 0.00% | +950+8.7% | Added |
| Renaissance Technologies LLC | 11,700 | $558.8K | 0.00% | +3,671+45.7% | Added |
| Vance Wealth, Inc. | 11,501 | $549.3K | 0.21% | +11,501 | New |
| Private Advisor Group, LLC | 10,064 | $480.7K | 0.00% | +2,025+25.2% | Added |
| Capstone Financial Advisors, Inc. | 10,000 | $477.6K | 0.03% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 8,793 | $420.0K | 0.00% | −740−7.8% | Reduced |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 7,920 | $390.1K | 0.03% | +7,920 | New |
| Eagle Global Advisors LLC | 7,700 | $367.8K | 0.02% | +800+11.6% | Added |
| Horizon Wealth Management, LLC | 7,425 | $354.6K | 0.06% | +1,007+15.7% | Added |
| Atlas Private Wealth Advisors | 6,212 | $296.7K | 0.04% | +2,362+61.4% | Added |
| Old Mission Capital LLC | 5,761 | $275.1K | 0.01% | +5,761 | New |
| Forefront Wealth Partners, LLC | 5,600 | $267.5K | 0.18% | +5,600 | New |
| Envestnet Asset Management Inc | 5,280 | $252.2K | 0.00% | +5,280 | New |
| O'Shaughnessy Asset Management, LLC | 5,149 | $245.9K | 0.00% | +5,149 | New |
| Flynn Zito Capital Management, LLC | 5,082 | $242.7K | 0.11% | +242+5.0% | Added |
| Drive Wealth Management, LLC | 5,000 | $238.8K | 0.06% | 00.0% | Unchanged |
| First Financial Group Corp | 4,340 | $207.3K | 0.23% | +205+5.0% | Added |
| Costello Asset Management, INC | 2,075 | $99.1K | 0.04% | +2,075 | New |
| Geneos Wealth Management Inc. | 1,206 | $57.6K | 0.00% | +323+36.6% | Added |
| The PNC Financial Services Group, Inc. | 1,183 | $56.5K | 0.00% | +947+401.3% | Added |
| AdvisorNet Financial, Inc | 860 | $41.1K | 0.00% | 00.0% | Unchanged |
| Wayfinding Financial, LLC | 766 | $36.0K | 0.02% | +766 | New |
| Larson Financial Group LLC | 542 | $25.9K | 0.00% | −2,137−79.8% | Reduced |
| Avion Wealth | 457 | $24.0K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 464 | $22.2K | 0.00% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 365 | $21.9K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 380 | $18.1K | 0.00% | +380 | New |
| Huntington National Bank | – | $15.8K | 0.00% | – | New |
| Central Trust Co | 290 | $13.9K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 270 | $12.9K | 0.00% | +270 | New |
| NBC Securities, Inc. | 260 | $12.0K | 0.00% | +260 | New |
| Farther Finance Advisors, LLC | 176 | $8.67K | 0.00% | +41+30.4% | Added |
| Harbour Investments, Inc. | 155 | $7.40K | 0.00% | +148+2,114.3% | Added |
| Golden State Wealth Management, LLC | 135 | $6.45K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 75 | $3.58K | 0.00% | +75 | New |
| Westside Investment Management, Inc. | 65 | $3.10K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 53 | $2.51K | 0.00% | +53 | New |
| JPMorgan Chase & Co | 50 | $2.39K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 50 | $2.39K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 42 | $2.28K | 0.00% | 00.0% | Unchanged |
| Innovative Advisory Group, LLC | 30 | $1.43K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 20 | $955 | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 20 | $955 | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 13 | $621 | 0.00% | +10+333.3% | Added |
| Wells Fargo & Company | 1 | $67 | 0.00% | −1−50.0% | Reduced |
| Virtu Financial LLC | 0 | $0 | 0.00% | −17,824−100.0% | Sold out |
| Change Path, LLC | 0 | $0 | 0.00% | −7,326−100.0% | Sold out |
| James J. Burns & Company, LLC | 0 | $0 | 0.00% | −3,887−100.0% | Sold out |
| Empowered Funds, LLC | 0 | $0 | 0.00% | −3,324−100.0% | Sold out |
| Caitlin John, LLC | 0 | $0 | 0.00% | −581−100.0% | Sold out |
| Van Hulzen Asset Management, LLC | 0 | $0 | 0.00% | −550−100.0% | Sold out |
| Tortoise Investment Management, LLC | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| Global Retirement Partners, LLC | – | – | – | – | Not filed |
| Sanctuary Wealth Management, L.L.C. | – | – | – | – | Not filed |