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 |
|---|---|---|---|---|---|
| Wells Fargo & Company | 1 | $67 | 0.00% | −1−50.0% | Reduced |
| EverSource Wealth Advisors, LLC | 13 | $621 | 0.00% | +10+333.3% | Added |
| Caldwell Sutter Capital, Inc. | 20 | $955 | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 20 | $955 | 0.00% | 00.0% | Unchanged |
| Innovative Advisory Group, LLC | 30 | $1.43K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 42 | $2.28K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 50 | $2.39K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 50 | $2.39K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 53 | $2.51K | 0.00% | +53 | New |
| Westside Investment Management, Inc. | 65 | $3.10K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 75 | $3.58K | 0.00% | +75 | New |
| Golden State Wealth Management, LLC | 135 | $6.45K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 155 | $7.40K | 0.00% | +148+2,114.3% | Added |
| Farther Finance Advisors, LLC | 176 | $8.67K | 0.00% | +41+30.4% | Added |
| NBC Securities, Inc. | 260 | $12.0K | 0.00% | +260 | New |
| PSI Advisors, LLC | 270 | $12.9K | 0.00% | +270 | New |
| Central Trust Co | 290 | $13.9K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | – | $15.8K | 0.00% | – | New |
| Fifth Third Bancorp | 380 | $18.1K | 0.00% | +380 | New |
| Semmax Financial Advisors Inc. | 365 | $21.9K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 464 | $22.2K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 457 | $24.0K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 542 | $25.9K | 0.00% | −2,137−79.8% | Reduced |
| Wayfinding Financial, LLC | 766 | $36.0K | 0.02% | +766 | New |
| AdvisorNet Financial, Inc | 860 | $41.1K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 1,183 | $56.5K | 0.00% | +947+401.3% | Added |
| Geneos Wealth Management Inc. | 1,206 | $57.6K | 0.00% | +323+36.6% | Added |
| Costello Asset Management, INC | 2,075 | $99.1K | 0.04% | +2,075 | New |
| First Financial Group Corp | 4,340 | $207.3K | 0.23% | +205+5.0% | Added |
| Drive Wealth Management, LLC | 5,000 | $238.8K | 0.06% | 00.0% | Unchanged |
| Flynn Zito Capital Management, LLC | 5,082 | $242.7K | 0.11% | +242+5.0% | Added |
| O'Shaughnessy Asset Management, LLC | 5,149 | $245.9K | 0.00% | +5,149 | New |
| Envestnet Asset Management Inc | 5,280 | $252.2K | 0.00% | +5,280 | New |
| Forefront Wealth Partners, LLC | 5,600 | $267.5K | 0.18% | +5,600 | New |
| Old Mission Capital LLC | 5,761 | $275.1K | 0.01% | +5,761 | New |
| Atlas Private Wealth Advisors | 6,212 | $296.7K | 0.04% | +2,362+61.4% | Added |
| Horizon Wealth Management, LLC | 7,425 | $354.6K | 0.06% | +1,007+15.7% | Added |
| Eagle Global Advisors LLC | 7,700 | $367.8K | 0.02% | +800+11.6% | Added |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 7,920 | $390.1K | 0.03% | +7,920 | New |
| Cambridge Investment Research Advisors, Inc. | 8,793 | $420.0K | 0.00% | −740−7.8% | Reduced |
| Capstone Financial Advisors, Inc. | 10,000 | $477.6K | 0.03% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 10,064 | $480.7K | 0.00% | +2,025+25.2% | Added |
| Vance Wealth, Inc. | 11,501 | $549.3K | 0.21% | +11,501 | New |
| Renaissance Technologies LLC | 11,700 | $558.8K | 0.00% | +3,671+45.7% | Added |
| Captrust Financial Advisors | 11,872 | $567.0K | 0.00% | +950+8.7% | Added |
| Citadel Advisors LLC | 11,977 | $572.0K | 0.00% | +11,977 | New |
| Powell Investment Advisors, LLC | 12,336 | $589.2K | 0.29% | 00.0% | Unchanged |
| Foster Victor Wealth Advisors, LLC | 12,375 | $601.1K | 0.05% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 12,598 | $601.7K | 0.00% | +12,598 | New |
| Atlantic Edge Private Wealth Management, LLC | 13,450 | $642.4K | 0.20% | 00.0% | Unchanged |
| CWM, LLC | 13,796 | $659.0K | 0.00% | −187,158−93.1% | Reduced |
| Commonwealth Equity Services, LLC | 14,213 | $679.0K | 0.00% | +884+6.6% | Added |
| FF Advisors,LLC | 12,500 | $696.6K | 0.40% | +12,500 | New |
| Elevate Capital Advisors, LLC | 15,729 | $751.2K | 0.69% | +3,355+27.1% | Added |
| Wealthspire Advisors, LLC | 18,688 | $892.5K | 0.01% | −2,566−12.1% | Reduced |
| Convergence Financial, LLC | 18,797 | $897.7K | 0.18% | +18,797 | New |
| Sanctuary Advisors, LLC | 19,027 | $908.7K | 0.01% | +2,164+12.8% | Added |
| HighTower Advisors, LLC | 19,209 | $917.4K | 0.00% | −2,323−10.8% | Reduced |
| Sierra Capital LLC | 19,939 | $952.0K | 0.11% | 00.0% | Unchanged |
| Zacks Investment Management | 20,133 | $961.6K | 0.01% | +4,376+27.8% | Added |
| StoneX Group Inc. | 20,235 | $966.4K | 0.05% | −190−0.9% | Reduced |
| Meitav Dash Investments Ltd | 21,175 | $1.01M | 0.02% | +21,175 | New |
| Flow Traders U.S. LLC | 21,563 | $1.03M | 0.04% | −939−4.2% | Reduced |
| Rede Wealth, LLC | 21,602 | $1.03M | 0.36% | −8,005−27.0% | Reduced |
| Retirement Guys Formula LLC | 24,221 | $1.16M | 0.57% | −2,002−7.6% | Reduced |
| Rpo LLC | 26,700 | $1.28M | 2.55% | 00.0% | Unchanged |
| RPTC Inc. | 34,465 | $1.65M | 0.33% | +34,465 | New |
| Susquehanna International Group, LLP | 34,561 | $1.65M | 0.00% | +23,975+226.5% | Added |
| Wedbush Securities Inc | 39,628 | $1.89M | 0.07% | +3,903+10.9% | Added |
| Franklin Resources Inc | 52,634 | $2.51M | 0.00% | +165+0.3% | Added |
| Jane Street Group, LLC | 56,415 | $2.69M | 0.00% | −31,090−35.5% | Reduced |
| Stansberry Asset Management, LLC | 64,214 | $3.07M | 0.37% | +64,214 | New |
| Mercer Global Advisors Inc | 134,314 | $6.41M | 0.01% | +2,991+2.3% | Added |
| Cetera Investment Advisers | 134,832 | $6.44M | 0.01% | +8,217+6.5% | Added |
| LPL Financial LLC | 214,815 | $10.3M | 0.00% | +95,662+80.3% | Added |
| 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 |