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, Q4 2025
Institutional positions in Franklin Templeton Digital Holdings Trust as of Dec 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
- 92
- −3 vs. Q3 2025
- Shares held
- 1.91M
- +100.8K (+5.6%) vs. Q3 2025
- Total value
- $96.7M
- −$23.2M (−19.3%) vs. Q3 2025
- New holders
- 21
- 35 more added
- Sold out
- 24
- 16 more reduced
1 institution that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Franklin Templeton Digital Holdings Trust; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Wells Fargo & Company | 1 | $71 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 7 | $354 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 13 | $658 | 0.00% | +13 | New |
| SWAN Capital LLC | 20 | $1.01K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 45 | $2.29K | 0.00% | +1+2.3% | Added |
| Westside Investment Management, Inc. | 65 | $3.29K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 75 | $3.79K | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 75 | $3.79K | 0.00% | +75 | New |
| Allworth Financial LP | 92 | $4.66K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 94 | $4.76K | 0.00% | +94 | New |
| International Assets Investment Management, LLC | 100 | $5.06K | 0.00% | +100 | New |
| TSFG, LLC | 125 | $6.00K | 0.00% | +125 | New |
| Smartleaf Asset Management LLC | 131 | $6.66K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 147 | $7.44K | 0.00% | +82+126.2% | Added |
| The PNC Financial Services Group, Inc. | 236 | $11.9K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 260 | $13.2K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 290 | $14.7K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 301 | $15.0K | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 300 | $15.2K | 0.00% | +300 | New |
| Huntington National Bank | – | $16.7K | 0.00% | – | – |
| Farther Finance Advisors, LLC | 353 | $17.9K | 0.00% | +312+761.0% | Added |
| Fifth Third Bancorp | 380 | $19.2K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 381 | $19.3K | 0.00% | +56+17.2% | Added |
| Costello Asset Management, INC | 400 | $20.2K | 0.01% | −100−20.0% | Reduced |
| Signaturefd, LLC | 434 | $22.0K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 457 | $23.0K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 533 | $27.0K | 0.00% | −10−1.8% | Reduced |
| Greenline Wealth Management LLC | 911 | $46.1K | 0.05% | +911 | New |
| CX Institutional | 920 | $47.0K | 0.00% | +920 | New |
| AdvisorNet Financial, Inc | 1,068 | $54.0K | 0.00% | −7−0.7% | Reduced |
| Geneos Wealth Management Inc. | 1,206 | $61.0K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 1,620 | $82.0K | 0.01% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 1,908 | $96.5K | 0.00% | −1,267−39.9% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 2,050 | $103.7K | 0.03% | +1,090+113.5% | Added |
| Dogwood Wealth Management LLC | 2,949 | $149.2K | 0.07% | +2,255+324.9% | Added |
| Kestra Advisory Services, LLC | 3,775 | $191.0K | 0.00% | +3,775 | New |
| Northern Trust Corp | 3,955 | $200.1K | 0.00% | +3,955 | New |
| Foundations Investment Advisors, LLC | 4,163 | $210.6K | 0.00% | −435−9.5% | Reduced |
| Western Wealth Management, LLC | 4,192 | $212.1K | 0.01% | +983+30.6% | Added |
| Indivisible Partners | 4,375 | $221.4K | 0.02% | +4,375 | New |
| Integrated Wealth Concepts LLC | 4,383 | $221.8K | 0.00% | −291−6.2% | Reduced |
| Mma Asset Management LLC | 4,489 | $227.1K | 0.08% | −2,353−34.4% | Reduced |
| Thryve Wealth Management LLC | 4,550 | $230.2K | 0.11% | +4,550 | New |
| Atria Investments LLC | 4,684 | $237.0K | 0.00% | +1,396+42.5% | Added |
| NewEdge Wealth, LLC | 4,855 | $245.7K | 0.00% | +4,855 | New |
| Atlantic Edge Private Wealth Management, LLC | 4,950 | $250.5K | 0.06% | −11,650−70.2% | Reduced |
| Fiducient Advisors LLC | 5,000 | $253.0K | 0.03% | +1,400+38.9% | Added |
| Mariner, LLC | 5,004 | $253.2K | 0.00% | +5,004 | New |
| Silvia McColl Wealth Management, LLC | 5,004 | $253.2K | 0.17% | +5,004 | New |
| First Financial Group Corp | 5,069 | $256.5K | 0.22% | +110+2.2% | Added |
| Horizon Wealth Management, LLC | 6,611 | $334.5K | 0.05% | −2,260−25.5% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 6,645 | $336.0K | 0.00% | +4,209+172.8% | Added |
| IFP Advisors, Inc | 7,564 | $382.7K | 0.01% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 7,642 | $386.7K | 0.00% | +467+6.5% | Added |
| Eagle Global Advisors LLC | 7,700 | $389.6K | 0.01% | −4,200−35.3% | Reduced |
| Flynn Zito Capital Management, LLC | 9,080 | $459.4K | 0.16% | +3,180+53.9% | Added |
| Abacus Planning Group, Inc. | 9,469 | $479.1K | 0.06% | +9,469 | New |
| Private Advisor Group, LLC | 9,471 | $479.2K | 0.00% | +110+1.2% | Added |
| StoneX Group Inc. | 9,881 | $500.0K | 0.02% | +5,246+113.2% | Added |
| Envestnet Asset Management Inc | 10,773 | $545.1K | 0.00% | +2,526+30.6% | Added |
| Powell Investment Advisors, LLC | 11,106 | $562.0K | 0.19% | −1,230−10.0% | Reduced |
| Forefront Wealth Partners, LLC | 12,491 | $632.0K | 0.30% | +4,005+47.2% | Added |
| FF Advisors,LLC | 12,500 | $632.5K | 0.28% | 00.0% | Unchanged |
| Foster Victor Wealth Advisors, LLC | 12,432 | $687.0K | 0.04% | +57+0.5% | Added |
| HighTower Advisors, LLC | 13,598 | $688.1K | 0.00% | −582−4.1% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 13,944 | $706.0K | 0.00% | +2,674+23.7% | Added |
| CWM, LLC | 14,090 | $713.0K | 0.00% | −859−5.7% | Reduced |
| Wealthspire Advisors, LLC | 14,688 | $743.2K | 0.01% | +920+6.7% | Added |
| Ashton Thomas Private Wealth, LLC | 15,023 | $760.2K | 0.02% | +15,023 | New |
| Northwestern Mutual Wealth Management Co | 15,969 | $808.0K | 0.00% | +15,969 | New |
| Abacus Wealth Partners, LLC | 16,000 | $809.6K | 0.08% | +1,000+6.7% | Added |
| Captrust Financial Advisors | 16,003 | $809.7K | 0.00% | +1,091+7.3% | Added |
| WCG Wealth Advisors LLC | 16,353 | $827.5K | 0.02% | +4,013+32.5% | Added |
| Steward Partners Investment Advisory, LLC | 17,445 | $882.7K | 0.00% | +9,270+113.4% | Added |
| O'Shaughnessy Asset Management, LLC | 20,057 | $1.01M | 0.01% | +7,834+64.1% | Added |
| Rede Wealth, LLC | 21,261 | $1.08M | 0.37% | +21,261 | New |
| Retirement Guys Formula LLC | 22,147 | $1.12M | 0.51% | +4,441+25.1% | Added |
| Sierra Capital LLC | 23,105 | $1.17M | 0.12% | +3,604+18.5% | Added |
| Elevate Capital Advisors, LLC | 25,583 | $1.29M | 0.86% | −2,247−8.1% | Reduced |
| Flow Traders U.S. LLC | 29,661 | $1.50M | 0.05% | +16,803+130.7% | Added |
| Global Retirement Partners, LLC | 33,492 | $1.69M | 0.03% | +10,467+45.5% | Added |
| RPTC Inc. | 34,465 | $1.74M | 0.29% | 00.0% | Unchanged |
| Round Rock Advisors, LLC | 41,264 | $2.09M | 0.31% | +41,264 | New |
| Vance Wealth, Inc. | 49,720 | $2.52M | 0.75% | +31,704+176.0% | Added |
| Franklin Resources Inc | 54,792 | $2.77M | 0.00% | −102−0.2% | Reduced |
| Meitav Dash Investments Ltd | 56,248 | $2.85M | 0.03% | +10,761+23.7% | Added |
| Sanctuary Advisors, LLC | 64,544 | $3.27M | 0.02% | +5,886+10.0% | Added |
| Consilium Wealth Advisory, LLC | 65,559 | $3.32M | 1.22% | +65,559 | New |
| Mercer Global Advisors Inc | 138,425 | $7.00M | 0.01% | +4,845+3.6% | Added |
| Cetera Investment Advisers | 141,671 | $7.17M | 0.01% | −28,207−16.6% | Reduced |
| Susquehanna International Group, LLP | 180,157 | $9.12M | 0.01% | +161,338+857.3% | Added |
| LPL Financial LLC | 535,062 | $27.1M | 0.01% | +7,115+1.3% | Added |
| Virtu Financial LLC | 0 | $0 | 0.00% | −118,284−100.0% | Sold out |
| Childress Capital Advisors, LLC | 0 | $0 | 0.00% | −68,956−100.0% | Sold out |
| Stansberry Asset Management, LLC | 0 | $0 | 0.00% | −68,169−100.0% | Sold out |
| Rpo LLC | 0 | $0 | 0.00% | −35,400−100.0% | Sold out |
| Zacks Investment Management | 0 | $0 | 0.00% | −18,251−100.0% | Sold out |
| Capstone Financial Advisors, Inc. | 0 | $0 | 0.00% | −9,250−100.0% | Sold out |
| L2 Asset Management, LLC | 0 | $0 | 0.00% | −5,100−100.0% | Sold out |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0 | $0 | 0.00% | −4,158−100.0% | Sold out |