Skip to main content

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, Q2 2025

Institutional positions in Franklin Templeton Digital Holdings Trust as of Jun 30, 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
80
+5 vs. Q1 2025
Shares held
1.49M
+213.3K (+16.7%) vs. Q1 2025
Total value
$93.0M
+$31.9M (+52.3%) vs. Q1 2025
New holders
17
25 more added
Sold out
12
15 more reduced

Compare with Q1 2025: 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.

Institutional holdersQ2 2025: 80 institutions
Q1 2021: 0 institutionsQ2 2021: 0 institutionsQ3 2021: 0 institutionsQ4 2021: 0 institutionsQ1 2022: 0 institutionsQ2 2022: 0 institutionsQ3 2022: 0 institutionsQ4 2022: 0 institutionsQ1 2023: 0 institutionsQ2 2023: 0 institutionsQ3 2023: 0 institutionsQ4 2023: 0 institutionsQ1 2024: 17 institutionsQ2 2024: 31 institutionsQ3 2024: 39 institutionsQ4 2024: 63 institutionsQ1 2025: 75 institutionsQ2 2025: 80 institutionsQ3 2025: 96 institutionsQ4 2025: 92 institutionsQ1 2026: 81 institutionsQ2 2026: 73 institutions
Value heldQ2 2025: $93.0M
Q1 2021: $0Q2 2021: $0Q3 2021: $0Q4 2021: $0Q1 2022: $0Q2 2022: $0Q3 2022: $0Q4 2022: $0Q1 2023: $0Q2 2023: $0Q3 2023: $0Q4 2023: $0Q1 2024: $49.4MQ2 2024: $38.1MQ3 2024: $50.8MQ4 2024: $64.0MQ1 2025: $61.1MQ2 2025: $93.0MQ3 2025: $120.1MQ4 2025: $96.7MQ1 2026: $117.4MQ2 2026: $72.4M
Institutions holding EZBC and their total value by quarter
QuarterHoldersValue
Q2 202673$72.4M
Q1 202681$117.4M
Q4 202592$96.7M
Q3 202596$120.1M
Q2 202580$93.0M
Q1 202575$61.1M
Q4 202463$64.0M
Q3 202439$50.8M
Q2 202431$38.1M
Q1 202417$49.4M
Q4 20230$0
Q3 20230$0
Q2 20230$0
Q1 20230$0
Q4 20220$0
Q3 20220$0
Q2 20220$0
Q1 20220$0
Q4 20210$0
Q3 20210$0
Q2 20210$0
Q1 20210$0

Institutions, Q2 2025

Shares, value and share of portfolio for each institution holding Franklin Templeton Digital Holdings Trust; share changes are against Q1 2025.

Institutions holding EZBC in Q2 2025
InstitutionSharesValue% of portfolioChange in sharesAction
LPL Financial LLC305,620$19.1M0.01%+90,805+42.3%Added
Cetera Investment Advisers149,502$9.33M0.02%+14,670+10.9%Added
Mercer Global Advisors Inc135,743$8.47M0.02%+1,429+1.1%Added
Susquehanna International Group, LLP76,820$4.80M0.01%+42,259+122.3%Added
Stansberry Asset Management, LLC66,181$4.13M0.45%+1,967+3.1%Added
Franklin Resources Inc54,894$3.43M0.00%+2,260+4.3%Added
Jane Street Group, LLC49,312$3.08M0.00%−7,103−12.6%Reduced
Sanctuary Advisors, LLC42,556$2.66M0.02%+23,529+123.7%Added
Wedbush Securities Inc39,628$2.47M0.09%00.0%Unchanged
Rpo LLC35,400$2.21M5.15%+8,700+32.6%Added
Meitav Dash Investments Ltd35,285$2.20M0.03%+14,110+66.6%Added
RPTC Inc.34,465$2.15M0.38%00.0%Unchanged
Elevate Capital Advisors, LLC25,099$1.57M1.25%+9,370+59.6%Added
Cambridge Investment Research Advisors, Inc.21,273$1.33M0.00%+12,480+141.9%Added
Zacks Investment Management20,133$1.26M0.01%00.0%Unchanged
Sierra Capital LLC19,939$1.25M0.14%00.0%Unchanged
Retirement Guys Formula LLC19,513$1.22M0.46%−4,708−19.4%Reduced
Rede Wealth, LLC19,437$1.21M0.44%−2,165−10.0%Reduced
StoneX Group Inc.19,410$1.21M0.06%−825−4.1%Reduced
HighTower Advisors, LLC17,040$1.06M0.00%−2,169−11.3%Reduced
Atlantic Edge Private Wealth Management, LLC16,600$1.04M0.28%+3,150+23.4%Added
Global Retirement Partners, LLC15,506$967.9K0.02%+15,506New
CWM, LLC14,472$903.0K0.00%+676+4.9%Added
Vance Wealth, Inc.14,200$886.4K0.30%+2,699+23.5%Added
Captrust Financial Advisors13,787$860.6K0.00%+1,915+16.1%Added
Foster Victor Wealth Advisors, LLC12,375$802.0K0.05%00.0%Unchanged
FF Advisors,LLC12,500$780.3K0.40%00.0%Unchanged
Commonwealth Equity Services, LLC12,391$773.0K0.00%−1,822−12.8%Reduced
Powell Investment Advisors, LLC12,336$770.0K0.29%00.0%Unchanged
WCG Wealth Advisors LLC12,090$754.7K0.05%+12,090New
Virtu Financial LLC12,069$753.0K0.04%+12,069New
Avantax Advisory Services, Inc.11,850$739.7K0.00%−748−5.9%Reduced
Wealthspire Advisors, LLC11,128$694.6K0.00%−7,560−40.5%Reduced
Abacus Wealth Partners, LLC10,000$624.2K0.10%+10,000New
Change Path, LLC9,873$616.3K0.02%+9,873New
Horizon Wealth Management, LLC9,841$614.3K0.11%+2,416+32.5%Added
Capstone Financial Advisors, Inc.9,250$577.4K0.03%−750−7.5%Reduced
Private Advisor Group, LLC9,209$574.8K0.00%−855−8.5%Reduced
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors7,920$494.4K0.03%00.0%Unchanged
Eagle Global Advisors LLC7,700$480.6K0.02%00.0%Unchanged
Envestnet Asset Management Inc6,678$416.8K0.00%+1,398+26.5%Added
Atlas Private Wealth Advisors6,212$387.8K0.05%00.0%Unchanged
O'Shaughnessy Asset Management, LLC6,209$387.6K0.00%+1,060+20.6%Added
L2 Asset Management, LLC5,100$318.3K0.05%+5,100New
Flynn Zito Capital Management, LLC4,687$292.6K0.12%−395−7.8%Reduced
First Financial Group Corp4,540$283.4K0.28%+200+4.6%Added
Financial Advocates Investment Management4,400$274.6K0.02%+4,400New
James J. Burns & Company, LLC3,887$242.6K0.04%+3,887New
Valmark Advisers, Inc.3,576$223.2K0.00%+3,576New
Steward Partners Investment Advisory, LLC3,520$219.7K0.00%+3,520New
MJP Associates Inc3,337$208.3K0.03%+3,337New
Advisor OS, LLC3,337$208.3K0.02%+3,337New
Costello Asset Management, INC2,075$129.5K0.05%00.0%Unchanged
Strategic Wealth Partners, Ltd.1,620$101.1K0.01%+1,620New
Geneos Wealth Management Inc.1,206$75.3K0.00%00.0%Unchanged
AdvisorNet Financial, Inc890$55.6K0.00%+30+3.5%Added
Dogwood Wealth Management LLC694$43.7K0.02%+694New
Semmax Financial Advisors Inc.519$35.0K0.01%+154+42.2%Added
Larson Financial Group LLC543$33.9K0.00%+1+0.2%Added
Raymond James Financial Inc504$31.5K0.00%+504New
Avion Wealth457$28.0K0.01%00.0%Unchanged
Signaturefd, LLC434$27.1K0.00%−30−6.5%Reduced
Harel Insurance Investments & Financial Services Ltd.378$24.0K0.00%+378New
Fifth Third Bancorp380$23.7K0.00%00.0%Unchanged
Huntington National Bank–$20.6K0.00%––
Central Trust Co290$18.1K0.00%00.0%Unchanged
NBC Securities, Inc.260$16.0K0.00%00.0%Unchanged
The PNC Financial Services Group, Inc.236$14.7K0.00%−947−80.1%Reduced
GWM Advisors LLC96$5.99K0.00%+96New
Toth Financial Advisory Corp75$4.68K0.00%+25+50.0%Added
Westside Investment Management, Inc.65$4.06K0.00%00.0%Unchanged
Advisor Group Holdings, Inc.65$4.03K0.00%+12+22.6%Added
EverSource Wealth Advisors, LLC43$2.66K0.00%+30+230.8%Added
Allworth Financial LP42$2.62K0.00%00.0%Unchanged
Farther Finance Advisors, LLC41$2.56K0.00%−135−76.7%Reduced
Innovative Advisory Group, LLC30$1.87K0.00%00.0%Unchanged
Caldwell Sutter Capital, Inc.20$1.25K0.00%00.0%Unchanged
SWAN Capital LLC20$1.25K0.00%00.0%Unchanged
Harbour Investments, Inc.7$4370.00%−148−95.5%Reduced
Wells Fargo & Company1$620.00%00.0%Unchanged
Flow Traders U.S. LLC0$00.00%−21,563−100.0%Sold out
Convergence Financial, LLC0$00.00%−18,797−100.0%Sold out
Citadel Advisors LLC0$00.00%−11,977−100.0%Sold out
Renaissance Technologies LLC0$00.00%−11,700−100.0%Sold out
Old Mission Capital LLC0$00.00%−5,761−100.0%Sold out
Forefront Wealth Partners, LLC0$00.00%−5,600−100.0%Sold out
Drive Wealth Management, LLC0$00.00%−5,000−100.0%Sold out
Wayfinding Financial, LLC0$00.00%−766−100.0%Sold out
PSI Advisors, LLC0$00.00%−270−100.0%Sold out
Golden State Wealth Management, LLC0$00.00%−135−100.0%Sold out
US Bancorp0$00.00%−75−100.0%Sold out
JPMorgan Chase & Co0$00.00%−50−100.0%Sold out