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 |
|---|---|---|---|---|---|
| Cloud Capital Management, LLC | 2 | $0 | 0.00% | +2 | New |
| Wells Fargo & Company | 1 | $85 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 7 | $463 | 0.00% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 10 | $662 | 0.00% | −10−50.0% | Reduced |
| SWAN Capital LLC | 20 | $1.32K | 0.00% | 00.0% | Unchanged |
| Innovative Advisory Group, LLC | 30 | $1.99K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 41 | $2.71K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 44 | $2.92K | 0.00% | +1+2.3% | Added |
| Advisor Group Holdings, Inc. | 65 | $4.23K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 65 | $4.30K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 75 | $4.97K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 92 | $6.09K | 0.00% | +50+119.0% | Added |
| GPS Wealth Strategies Group, LLC | 109 | $7.22K | 0.00% | +109 | New |
| Smartleaf Asset Management LLC | 131 | $8.68K | 0.00% | +131 | New |
| Sound Income Strategies, LLC | 170 | $11.9K | 0.00% | +170 | New |
| The PNC Financial Services Group, Inc. | 236 | $15.6K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 260 | $17.2K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 290 | $19.2K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 300 | $19.9K | 0.00% | +300 | New |
| Bessemer Group Inc | 301 | $20.0K | 0.00% | +301 | New |
| GWM Advisors LLC | 325 | $21.5K | 0.00% | +229+238.5% | Added |
| Huntington National Bank | – | $21.8K | 0.00% | – | – |
| Fifth Third Bancorp | 380 | $25.2K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 401 | $26.6K | 0.00% | +401 | New |
| Signaturefd, LLC | 434 | $28.7K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 457 | $30.0K | 0.01% | 00.0% | Unchanged |
| Costello Asset Management, INC | 500 | $33.1K | 0.01% | −1,575−75.9% | Reduced |
| Larson Financial Group LLC | 543 | $36.0K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 579 | $38.3K | 0.03% | +579 | New |
| Dogwood Wealth Management LLC | 694 | $46.0K | 0.02% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 960 | $63.4K | 0.02% | +960 | New |
| AdvisorNet Financial, Inc | 1,075 | $71.2K | 0.00% | +185+20.8% | Added |
| Geneos Wealth Management Inc. | 1,206 | $79.8K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 1,620 | $107.3K | 0.01% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 2,436 | $161.0K | 0.00% | +2,058+544.4% | Added |
| Change Path, LLC | 3,030 | $200.6K | 0.00% | −6,843−69.3% | Reduced |
| Atlas Private Wealth Advisors | 3,106 | $205.6K | 0.05% | −3,106−50.0% | Reduced |
| Flagship Harbor Advisors, LLC | 3,175 | $210.2K | 0.01% | +3,175 | New |
| Western Wealth Management, LLC | 3,209 | $212.5K | 0.01% | +3,209 | New |
| Atria Investments LLC | 3,288 | $217.7K | 0.00% | +3,288 | New |
| EWG Elevate Inc. | 3,421 | $226.5K | 0.07% | +3,421 | New |
| 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 |
| Valmark Advisers, Inc. | 3,576 | $236.8K | 0.00% | 00.0% | Unchanged |
| Fiducient Advisors LLC | 3,600 | $238.4K | 0.03% | +3,600 | New |
| Old Mission Capital LLC | 3,666 | $242.7K | 0.01% | +3,666 | New |
| James J. Burns & Company, LLC | 3,887 | $257.4K | 0.04% | 00.0% | Unchanged |
| Modern Wealth Management, LLC | 3,900 | $258.2K | 0.01% | +3,900 | New |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 4,158 | $275.3K | 0.02% | −3,762−47.5% | Reduced |
| Foundations Investment Advisors, LLC | 4,598 | $304.4K | 0.00% | +4,598 | New |
| StoneX Group Inc. | 4,635 | $306.9K | 0.01% | −14,775−76.1% | Reduced |
| Integrated Wealth Concepts LLC | 4,674 | $309.5K | 0.00% | +4,674 | New |
| First Financial Group Corp | 4,959 | $328.3K | 0.28% | +419+9.2% | Added |
| L2 Asset Management, LLC | 5,100 | $337.7K | 0.05% | 00.0% | Unchanged |
| Flynn Zito Capital Management, LLC | 5,900 | $390.6K | 0.14% | +1,213+25.9% | Added |
| Mma Asset Management LLC | 6,842 | $453.0K | 0.15% | +6,842 | New |
| Commonwealth Equity Services, LLC | 7,175 | $475.0K | 0.00% | −5,216−42.1% | Reduced |
| IFP Advisors, Inc | 7,564 | $500.8K | 0.01% | +7,564 | New |
| Steward Partners Investment Advisory, LLC | 8,175 | $541.3K | 0.00% | +4,655+132.2% | Added |
| Envestnet Asset Management Inc | 8,247 | $546.0K | 0.00% | +1,569+23.5% | Added |
| Forefront Wealth Partners, LLC | 8,486 | $561.9K | 0.14% | +8,486 | New |
| Horizon Wealth Management, LLC | 8,871 | $587.4K | 0.09% | −970−9.9% | Reduced |
| Capstone Financial Advisors, Inc. | 9,250 | $612.4K | 0.03% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 9,361 | $619.8K | 0.00% | +152+1.7% | Added |
| Cambridge Investment Research Advisors, Inc. | 11,270 | $746.0K | 0.00% | −10,003−47.0% | Reduced |
| Eagle Global Advisors LLC | 11,900 | $787.9K | 0.03% | +4,200+54.5% | Added |
| O'Shaughnessy Asset Management, LLC | 12,223 | $809.3K | 0.00% | +6,014+96.9% | Added |
| Powell Investment Advisors, LLC | 12,336 | $816.8K | 0.29% | 00.0% | Unchanged |
| WCG Wealth Advisors LLC | 12,340 | $817.0K | 0.05% | +250+2.1% | Added |
| FF Advisors,LLC | 12,500 | $827.6K | 0.40% | 00.0% | Unchanged |
| Flow Traders U.S. LLC | 12,858 | $851.0K | 0.03% | +12,858 | New |
| Foster Victor Wealth Advisors, LLC | 12,375 | $880.7K | 0.05% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 13,768 | $911.6K | 0.00% | +2,640+23.7% | Added |
| HighTower Advisors, LLC | 14,180 | $938.9K | 0.00% | −2,860−16.8% | Reduced |
| Captrust Financial Advisors | 14,912 | $987.3K | 0.00% | +1,125+8.2% | Added |
| CWM, LLC | 14,949 | $990.0K | 0.00% | +477+3.3% | Added |
| Abacus Wealth Partners, LLC | 15,000 | $993.1K | 0.14% | +5,000+50.0% | Added |
| Atlantic Edge Private Wealth Management, LLC | 16,600 | $1.10M | 0.28% | 00.0% | Unchanged |
| Retirement Guys Formula LLC | 17,706 | $1.17M | 0.41% | −1,807−9.3% | Reduced |
| Vance Wealth, Inc. | 18,016 | $1.19M | 0.37% | +3,816+26.9% | Added |
| Zacks Investment Management | 18,251 | $1.21M | 0.01% | −1,882−9.3% | Reduced |
| Susquehanna International Group, LLP | 18,819 | $1.25M | 0.00% | −58,001−75.5% | Reduced |
| Sierra Capital LLC | 19,501 | $1.29M | 0.14% | −438−2.2% | Reduced |
| Global Retirement Partners, LLC | 23,025 | $1.52M | 0.03% | +7,519+48.5% | Added |
| Elevate Capital Advisors, LLC | 27,830 | $1.84M | 1.28% | +2,731+10.9% | Added |
| RPTC Inc. | 34,465 | $2.28M | 0.40% | 00.0% | Unchanged |
| Rpo LLC | 35,400 | $2.34M | 2.95% | 00.0% | Unchanged |
| Meitav Dash Investments Ltd | 45,487 | $3.01M | 0.04% | +10,202+28.9% | Added |
| Franklin Resources Inc | 54,894 | $3.63M | 0.00% | 00.0% | Unchanged |
| Sanctuary Advisors, LLC | 58,658 | $3.88M | 0.02% | +16,102+37.8% | Added |
| Stansberry Asset Management, LLC | 68,169 | $4.51M | 0.47% | +1,988+3.0% | Added |
| Childress Capital Advisors, LLC | 68,956 | $4.57M | 0.83% | +68,956 | New |
| Virtu Financial LLC | 118,284 | $7.83M | 0.44% | +106,215+880.1% | Added |
| Mercer Global Advisors Inc | 133,580 | $8.84M | 0.01% | −2,163−1.6% | Reduced |
| Cetera Investment Advisers | 169,878 | $11.2M | 0.01% | +20,376+13.6% | Added |
| LPL Financial LLC | 527,947 | $35.0M | 0.01% | +222,327+72.7% | Added |
| 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 |