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, Q3 2025
Institutional positions in Franklin Templeton Digital Holdings Trust as of Sep 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
- 96
- +18 vs. Q2 2025
- Shares held
- 1.81M
- +336.2K (+22.8%) vs. Q2 2025
- Total value
- $120.1M
- +$27.9M (+30.2%) vs. Q2 2025
- New holders
- 23
- 28 more added
- Sold out
- 5
- 15 more reduced
2 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Franklin Templeton Digital Holdings Trust; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| LPL Financial LLC | 527,947 | $35.0M | 0.01% | +222,327+72.7% | Added |
| Cetera Investment Advisers | 169,878 | $11.2M | 0.01% | +20,376+13.6% | Added |
| Mercer Global Advisors Inc | 133,580 | $8.84M | 0.01% | −2,163−1.6% | Reduced |
| Virtu Financial LLC | 118,284 | $7.83M | 0.44% | +106,215+880.1% | Added |
| Childress Capital Advisors, LLC | 68,956 | $4.57M | 0.83% | +68,956 | New |
| Stansberry Asset Management, LLC | 68,169 | $4.51M | 0.47% | +1,988+3.0% | Added |
| Sanctuary Advisors, LLC | 58,658 | $3.88M | 0.02% | +16,102+37.8% | Added |
| Franklin Resources Inc | 54,894 | $3.63M | 0.00% | 00.0% | Unchanged |
| Meitav Dash Investments Ltd | 45,487 | $3.01M | 0.04% | +10,202+28.9% | Added |
| Rpo LLC | 35,400 | $2.34M | 2.95% | 00.0% | Unchanged |
| RPTC Inc. | 34,465 | $2.28M | 0.40% | 00.0% | Unchanged |
| Elevate Capital Advisors, LLC | 27,830 | $1.84M | 1.28% | +2,731+10.9% | Added |
| Global Retirement Partners, LLC | 23,025 | $1.52M | 0.03% | +7,519+48.5% | Added |
| Sierra Capital LLC | 19,501 | $1.29M | 0.14% | −438−2.2% | Reduced |
| Susquehanna International Group, LLP | 18,819 | $1.25M | 0.00% | −58,001−75.5% | Reduced |
| Zacks Investment Management | 18,251 | $1.21M | 0.01% | −1,882−9.3% | Reduced |
| Vance Wealth, Inc. | 18,016 | $1.19M | 0.37% | +3,816+26.9% | Added |
| Retirement Guys Formula LLC | 17,706 | $1.17M | 0.41% | −1,807−9.3% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 16,600 | $1.10M | 0.28% | 00.0% | Unchanged |
| Abacus Wealth Partners, LLC | 15,000 | $993.1K | 0.14% | +5,000+50.0% | Added |
| CWM, LLC | 14,949 | $990.0K | 0.00% | +477+3.3% | Added |
| Captrust Financial Advisors | 14,912 | $987.3K | 0.00% | +1,125+8.2% | Added |
| HighTower Advisors, LLC | 14,180 | $938.9K | 0.00% | −2,860−16.8% | Reduced |
| Wealthspire Advisors, LLC | 13,768 | $911.6K | 0.00% | +2,640+23.7% | Added |
| Foster Victor Wealth Advisors, LLC | 12,375 | $880.7K | 0.05% | 00.0% | Unchanged |
| Flow Traders U.S. LLC | 12,858 | $851.0K | 0.03% | +12,858 | New |
| FF Advisors,LLC | 12,500 | $827.6K | 0.40% | 00.0% | Unchanged |
| WCG Wealth Advisors LLC | 12,340 | $817.0K | 0.05% | +250+2.1% | Added |
| Powell Investment Advisors, LLC | 12,336 | $816.8K | 0.29% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 12,223 | $809.3K | 0.00% | +6,014+96.9% | Added |
| Eagle Global Advisors LLC | 11,900 | $787.9K | 0.03% | +4,200+54.5% | Added |
| Cambridge Investment Research Advisors, Inc. | 11,270 | $746.0K | 0.00% | −10,003−47.0% | Reduced |
| Private Advisor Group, LLC | 9,361 | $619.8K | 0.00% | +152+1.7% | Added |
| Capstone Financial Advisors, Inc. | 9,250 | $612.4K | 0.03% | 00.0% | Unchanged |
| Horizon Wealth Management, LLC | 8,871 | $587.4K | 0.09% | −970−9.9% | Reduced |
| Forefront Wealth Partners, LLC | 8,486 | $561.9K | 0.14% | +8,486 | New |
| Envestnet Asset Management Inc | 8,247 | $546.0K | 0.00% | +1,569+23.5% | Added |
| Steward Partners Investment Advisory, LLC | 8,175 | $541.3K | 0.00% | +4,655+132.2% | Added |
| IFP Advisors, Inc | 7,564 | $500.8K | 0.01% | +7,564 | New |
| Commonwealth Equity Services, LLC | 7,175 | $475.0K | 0.00% | −5,216−42.1% | Reduced |
| Mma Asset Management LLC | 6,842 | $453.0K | 0.15% | +6,842 | New |
| Flynn Zito Capital Management, LLC | 5,900 | $390.6K | 0.14% | +1,213+25.9% | Added |
| L2 Asset Management, LLC | 5,100 | $337.7K | 0.05% | 00.0% | Unchanged |
| First Financial Group Corp | 4,959 | $328.3K | 0.28% | +419+9.2% | Added |
| Integrated Wealth Concepts LLC | 4,674 | $309.5K | 0.00% | +4,674 | New |
| StoneX Group Inc. | 4,635 | $306.9K | 0.01% | −14,775−76.1% | Reduced |
| Foundations Investment Advisors, LLC | 4,598 | $304.4K | 0.00% | +4,598 | New |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 4,158 | $275.3K | 0.02% | −3,762−47.5% | Reduced |
| Modern Wealth Management, LLC | 3,900 | $258.2K | 0.01% | +3,900 | New |
| James J. Burns & Company, LLC | 3,887 | $257.4K | 0.04% | 00.0% | Unchanged |
| Old Mission Capital LLC | 3,666 | $242.7K | 0.01% | +3,666 | New |
| Fiducient Advisors LLC | 3,600 | $238.4K | 0.03% | +3,600 | New |
| Valmark Advisers, Inc. | 3,576 | $236.8K | 0.00% | 00.0% | Unchanged |
| MJP Associates Inc | 3,456 | $228.8K | 0.03% | +119+3.6% | Added |
| Advisor OS, LLC | 3,456 | $228.8K | 0.02% | +119+3.6% | Added |
| EWG Elevate Inc. | 3,421 | $226.5K | 0.07% | +3,421 | New |
| Atria Investments LLC | 3,288 | $217.7K | 0.00% | +3,288 | New |
| Western Wealth Management, LLC | 3,209 | $212.5K | 0.01% | +3,209 | New |
| Flagship Harbor Advisors, LLC | 3,175 | $210.2K | 0.01% | +3,175 | New |
| Atlas Private Wealth Advisors | 3,106 | $205.6K | 0.05% | −3,106−50.0% | Reduced |
| Change Path, LLC | 3,030 | $200.6K | 0.00% | −6,843−69.3% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 2,436 | $161.0K | 0.00% | +2,058+544.4% | Added |
| Strategic Wealth Partners, Ltd. | 1,620 | $107.3K | 0.01% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 1,206 | $79.8K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 1,075 | $71.2K | 0.00% | +185+20.8% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 960 | $63.4K | 0.02% | +960 | New |
| Dogwood Wealth Management LLC | 694 | $46.0K | 0.02% | 00.0% | Unchanged |
| Caitlin John, LLC | 579 | $38.3K | 0.03% | +579 | New |
| Larson Financial Group LLC | 543 | $36.0K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 500 | $33.1K | 0.01% | −1,575−75.9% | Reduced |
| Avion Wealth | 457 | $30.0K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 434 | $28.7K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 401 | $26.6K | 0.00% | +401 | New |
| Fifth Third Bancorp | 380 | $25.2K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | – | $21.8K | 0.00% | – | – |
| GWM Advisors LLC | 325 | $21.5K | 0.00% | +229+238.5% | Added |
| Bessemer Group Inc | 301 | $20.0K | 0.00% | +301 | New |
| Advisory Services Network, LLC | 300 | $19.9K | 0.00% | +300 | New |
| Central Trust Co | 290 | $19.2K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 260 | $17.2K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 236 | $15.6K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 170 | $11.9K | 0.00% | +170 | New |
| Smartleaf Asset Management LLC | 131 | $8.68K | 0.00% | +131 | New |
| GPS Wealth Strategies Group, LLC | 109 | $7.22K | 0.00% | +109 | New |
| Allworth Financial LP | 92 | $6.09K | 0.00% | +50+119.0% | Added |
| Toth Financial Advisory Corp | 75 | $4.97K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 65 | $4.30K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 65 | $4.23K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 44 | $2.92K | 0.00% | +1+2.3% | Added |
| Farther Finance Advisors, LLC | 41 | $2.71K | 0.00% | 00.0% | Unchanged |
| Innovative Advisory Group, LLC | 30 | $1.99K | 0.00% | 00.0% | Unchanged |
| SWAN Capital LLC | 20 | $1.32K | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 10 | $662 | 0.00% | −10−50.0% | Reduced |
| Harbour Investments, Inc. | 7 | $463 | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 1 | $85 | 0.00% | 00.0% | Unchanged |
| Cloud Capital Management, LLC | 2 | $0 | 0.00% | +2 | New |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −49,312−100.0% | Sold out |
| Wedbush Securities Inc | 0 | $0 | 0.00% | −39,628−100.0% | Sold out |
| Rede Wealth, LLC | 0 | $0 | 0.00% | −19,437−100.0% | Sold out |
| Financial Advocates Investment Management | 0 | $0 | 0.00% | −4,400−100.0% | Sold out |