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.
| 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, Q2 2025
Shares, value and share of portfolio for each institution holding Franklin Templeton Digital Holdings Trust; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Wells Fargo & Company | 1 | $62 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 7 | $437 | 0.00% | −148−95.5% | Reduced |
| Caldwell Sutter Capital, Inc. | 20 | $1.25K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 20 | $1.25K | 0.00% | 00.0% | Unchanged |
| Innovative Advisory Group, LLC | 30 | $1.87K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 41 | $2.56K | 0.00% | −135−76.7% | Reduced |
| Allworth Financial LP | 42 | $2.62K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 43 | $2.66K | 0.00% | +30+230.8% | Added |
| Advisor Group Holdings, Inc. | 65 | $4.03K | 0.00% | +12+22.6% | Added |
| Westside Investment Management, Inc. | 65 | $4.06K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 75 | $4.68K | 0.00% | +25+50.0% | Added |
| GWM Advisors LLC | 96 | $5.99K | 0.00% | +96 | New |
| The PNC Financial Services Group, Inc. | 236 | $14.7K | 0.00% | −947−80.1% | Reduced |
| NBC Securities, Inc. | 260 | $16.0K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 290 | $18.1K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | – | $20.6K | 0.00% | – | – |
| Fifth Third Bancorp | 380 | $23.7K | 0.00% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 378 | $24.0K | 0.00% | +378 | New |
| Signaturefd, LLC | 434 | $27.1K | 0.00% | −30−6.5% | Reduced |
| Avion Wealth | 457 | $28.0K | 0.01% | 00.0% | Unchanged |
| Raymond James Financial Inc | 504 | $31.5K | 0.00% | +504 | New |
| Larson Financial Group LLC | 543 | $33.9K | 0.00% | +1+0.2% | Added |
| Semmax Financial Advisors Inc. | 519 | $35.0K | 0.01% | +154+42.2% | Added |
| Dogwood Wealth Management LLC | 694 | $43.7K | 0.02% | +694 | New |
| AdvisorNet Financial, Inc | 890 | $55.6K | 0.00% | +30+3.5% | Added |
| Geneos Wealth Management Inc. | 1,206 | $75.3K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 1,620 | $101.1K | 0.01% | +1,620 | New |
| Costello Asset Management, INC | 2,075 | $129.5K | 0.05% | 00.0% | Unchanged |
| MJP Associates Inc | 3,337 | $208.3K | 0.03% | +3,337 | New |
| Advisor OS, LLC | 3,337 | $208.3K | 0.02% | +3,337 | New |
| Steward Partners Investment Advisory, LLC | 3,520 | $219.7K | 0.00% | +3,520 | New |
| Valmark Advisers, Inc. | 3,576 | $223.2K | 0.00% | +3,576 | New |
| James J. Burns & Company, LLC | 3,887 | $242.6K | 0.04% | +3,887 | New |
| Financial Advocates Investment Management | 4,400 | $274.6K | 0.02% | +4,400 | New |
| First Financial Group Corp | 4,540 | $283.4K | 0.28% | +200+4.6% | Added |
| Flynn Zito Capital Management, LLC | 4,687 | $292.6K | 0.12% | −395−7.8% | Reduced |
| L2 Asset Management, LLC | 5,100 | $318.3K | 0.05% | +5,100 | New |
| O'Shaughnessy Asset Management, LLC | 6,209 | $387.6K | 0.00% | +1,060+20.6% | Added |
| Atlas Private Wealth Advisors | 6,212 | $387.8K | 0.05% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 6,678 | $416.8K | 0.00% | +1,398+26.5% | Added |
| Eagle Global Advisors LLC | 7,700 | $480.6K | 0.02% | 00.0% | Unchanged |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 7,920 | $494.4K | 0.03% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 9,209 | $574.8K | 0.00% | −855−8.5% | Reduced |
| Capstone Financial Advisors, Inc. | 9,250 | $577.4K | 0.03% | −750−7.5% | Reduced |
| Horizon Wealth Management, LLC | 9,841 | $614.3K | 0.11% | +2,416+32.5% | Added |
| Change Path, LLC | 9,873 | $616.3K | 0.02% | +9,873 | New |
| Abacus Wealth Partners, LLC | 10,000 | $624.2K | 0.10% | +10,000 | New |
| Wealthspire Advisors, LLC | 11,128 | $694.6K | 0.00% | −7,560−40.5% | Reduced |
| Avantax Advisory Services, Inc. | 11,850 | $739.7K | 0.00% | −748−5.9% | Reduced |
| Virtu Financial LLC | 12,069 | $753.0K | 0.04% | +12,069 | New |
| WCG Wealth Advisors LLC | 12,090 | $754.7K | 0.05% | +12,090 | New |
| Powell Investment Advisors, LLC | 12,336 | $770.0K | 0.29% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 12,391 | $773.0K | 0.00% | −1,822−12.8% | Reduced |
| FF Advisors,LLC | 12,500 | $780.3K | 0.40% | 00.0% | Unchanged |
| Foster Victor Wealth Advisors, LLC | 12,375 | $802.0K | 0.05% | 00.0% | Unchanged |
| Captrust Financial Advisors | 13,787 | $860.6K | 0.00% | +1,915+16.1% | Added |
| Vance Wealth, Inc. | 14,200 | $886.4K | 0.30% | +2,699+23.5% | Added |
| CWM, LLC | 14,472 | $903.0K | 0.00% | +676+4.9% | Added |
| Global Retirement Partners, LLC | 15,506 | $967.9K | 0.02% | +15,506 | New |
| Atlantic Edge Private Wealth Management, LLC | 16,600 | $1.04M | 0.28% | +3,150+23.4% | Added |
| HighTower Advisors, LLC | 17,040 | $1.06M | 0.00% | −2,169−11.3% | Reduced |
| StoneX Group Inc. | 19,410 | $1.21M | 0.06% | −825−4.1% | Reduced |
| Rede Wealth, LLC | 19,437 | $1.21M | 0.44% | −2,165−10.0% | Reduced |
| Retirement Guys Formula LLC | 19,513 | $1.22M | 0.46% | −4,708−19.4% | Reduced |
| Sierra Capital LLC | 19,939 | $1.25M | 0.14% | 00.0% | Unchanged |
| Zacks Investment Management | 20,133 | $1.26M | 0.01% | 00.0% | Unchanged |
| Cambridge Investment Research Advisors, Inc. | 21,273 | $1.33M | 0.00% | +12,480+141.9% | Added |
| Elevate Capital Advisors, LLC | 25,099 | $1.57M | 1.25% | +9,370+59.6% | Added |
| RPTC Inc. | 34,465 | $2.15M | 0.38% | 00.0% | Unchanged |
| Meitav Dash Investments Ltd | 35,285 | $2.20M | 0.03% | +14,110+66.6% | Added |
| Rpo LLC | 35,400 | $2.21M | 5.15% | +8,700+32.6% | Added |
| Wedbush Securities Inc | 39,628 | $2.47M | 0.09% | 00.0% | Unchanged |
| Sanctuary Advisors, LLC | 42,556 | $2.66M | 0.02% | +23,529+123.7% | Added |
| Jane Street Group, LLC | 49,312 | $3.08M | 0.00% | −7,103−12.6% | Reduced |
| Franklin Resources Inc | 54,894 | $3.43M | 0.00% | +2,260+4.3% | Added |
| Stansberry Asset Management, LLC | 66,181 | $4.13M | 0.45% | +1,967+3.1% | Added |
| Susquehanna International Group, LLP | 76,820 | $4.80M | 0.01% | +42,259+122.3% | Added |
| Mercer Global Advisors Inc | 135,743 | $8.47M | 0.02% | +1,429+1.1% | Added |
| Cetera Investment Advisers | 149,502 | $9.33M | 0.02% | +14,670+10.9% | Added |
| LPL Financial LLC | 305,620 | $19.1M | 0.01% | +90,805+42.3% | Added |
| Flow Traders U.S. LLC | 0 | $0 | 0.00% | −21,563−100.0% | Sold out |
| Convergence Financial, LLC | 0 | $0 | 0.00% | −18,797−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −11,977−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −11,700−100.0% | Sold out |
| Old Mission Capital LLC | 0 | $0 | 0.00% | −5,761−100.0% | Sold out |
| Forefront Wealth Partners, LLC | 0 | $0 | 0.00% | −5,600−100.0% | Sold out |
| Drive Wealth Management, LLC | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| Wayfinding Financial, LLC | 0 | $0 | 0.00% | −766−100.0% | Sold out |
| PSI Advisors, LLC | 0 | $0 | 0.00% | −270−100.0% | Sold out |
| Golden State Wealth Management, LLC | 0 | $0 | 0.00% | −135−100.0% | Sold out |
| US Bancorp | 0 | $0 | 0.00% | −75−100.0% | Sold out |
| JPMorgan Chase & Co | 0 | $0 | 0.00% | −50−100.0% | Sold out |