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, Q1 2026
Institutional positions in Franklin Templeton Digital Holdings Trust as of Mar 31, 2026. 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
- 81
- −10 vs. Q4 2025
- Shares held
- 2.99M
- +1.12M (+59.4%) vs. Q4 2025
- Total value
- $117.4M
- +$22.4M (+23.6%) vs. Q4 2025
- New holders
- 13
- 31 more added
- Sold out
- 23
- 16 more reduced
1 institution that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Franklin Templeton Digital Holdings Trust; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Wells Fargo & Company | 1 | $56 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 2 | $78 | 0.00% | −531−99.6% | Reduced |
| Clearstead Advisors, LLC | 5 | $196 | 0.00% | +5 | New |
| Harbour Investments, Inc. | 7 | $274 | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 45 | $1.78K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 65 | $2.55K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 88 | $3.45K | 0.00% | +88 | New |
| Godfrey Financial Associates, Inc. | 90 | $3.53K | 0.00% | +15+20.0% | Added |
| Allworth Financial LP | 92 | $3.61K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 100 | $3.94K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 125 | $5.00K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 131 | $5.04K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 146 | $5.72K | 0.00% | −288−66.4% | Reduced |
| The PNC Financial Services Group, Inc. | 236 | $9.25K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 290 | $11.4K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 300 | $11.8K | 0.00% | +300 | New |
| Bessemer Group Inc | 301 | $12.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 380 | $14.9K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 400 | $15.7K | 0.01% | 00.0% | Unchanged |
| Avion Wealth | 457 | $17.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 557 | $21.8K | 0.00% | +410+278.9% | Added |
| TopTier Wealth Management, LLC | 767 | $30.1K | 0.02% | +767 | New |
| Farther Finance Advisors, LLC | 771 | $30.4K | 0.00% | +418+118.4% | Added |
| GWM Advisors LLC | 793 | $31.1K | 0.00% | +412+108.1% | Added |
| My Portfolio Guide, LLC | 887 | $34.8K | 0.02% | +887 | New |
| AdvisorNet Financial, Inc | 904 | $35.4K | 0.00% | −164−15.4% | Reduced |
| CX Institutional | 920 | $36.0K | 0.00% | 00.0% | Unchanged |
| Ballast Advisors LLC | 1,200 | $47.0K | 0.01% | +1,200 | New |
| Atlantic Edge Private Wealth Management, LLC | 1,250 | $49.0K | 0.01% | −3,700−74.7% | Reduced |
| Cassaday & Co Wealth Management LLC | 1,256 | $49.2K | 0.00% | +1,256 | New |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 3,250 | $127.4K | 0.04% | +1,200+58.5% | Added |
| Dogwood Wealth Management LLC | 4,483 | $175.7K | 0.08% | +1,534+52.0% | Added |
| Silvia McColl Wealth Management, LLC | 5,380 | $210.8K | 0.14% | +376+7.5% | Added |
| Western Wealth Management, LLC | 5,690 | $223.0K | 0.01% | +1,498+35.7% | Added |
| First Financial Group Corp | 5,834 | $228.6K | 0.19% | +765+15.1% | Added |
| Northwestern Mutual Wealth Management Co | 5,870 | $230.0K | 0.00% | −10,099−63.2% | Reduced |
| Indivisible Partners | 5,972 | $234.0K | 0.02% | +1,597+36.5% | Added |
| Geneos Wealth Management Inc. | 6,324 | $247.8K | 0.01% | +5,118+424.4% | Added |
| Independent Advisor Alliance | 6,373 | $249.8K | 0.00% | +6,373 | New |
| Csenge Advisory Group | 6,549 | $256.7K | 0.01% | +6,549 | New |
| Horizon Wealth Management, LLC | 6,611 | $259.1K | 0.04% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 5,774 | $292.2K | 0.00% | +5,774 | New |
| IFP Advisors, Inc | 7,564 | $296.4K | 0.01% | 00.0% | Unchanged |
| Atria Investments LLC | 8,227 | $322.4K | 0.00% | +3,543+75.6% | Added |
| Quadrature Capital Ltd | 8,498 | $333.0K | 0.00% | +8,498 | New |
| Forefront Wealth Partners, LLC | 8,797 | $344.8K | 0.14% | −3,694−29.6% | Reduced |
| Flynn Zito Capital Management, LLC | 9,038 | $354.2K | 0.11% | −42−0.5% | Reduced |
| Commonwealth Equity Services, LLC | 9,352 | $366.5K | 0.00% | +1,710+22.4% | Added |
| Abacus Planning Group, Inc. | 9,469 | $371.1K | 0.05% | 00.0% | Unchanged |
| Harel Insurance Investments & Financial Services Ltd. | 9,587 | $376.0K | 0.00% | +2,942+44.3% | Added |
| Private Advisor Group, LLC | 9,811 | $384.5K | 0.00% | +340+3.6% | Added |
| Abacus Wealth Partners, LLC | 10,000 | $391.9K | 0.04% | −6,000−37.5% | Reduced |
| WCG Wealth Advisors LLC | 10,536 | $412.9K | 0.01% | −5,817−35.6% | Reduced |
| Captrust Financial Advisors | 11,122 | $435.9K | 0.00% | −4,881−30.5% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 11,140 | $437.0K | 0.00% | −2,804−20.1% | Reduced |
| HighTower Advisors, LLC | 11,479 | $449.9K | 0.00% | −2,119−15.6% | Reduced |
| Foster Victor Wealth Advisors, LLC | 12,432 | $534.1K | 0.03% | 00.0% | Unchanged |
| Wealthspire Advisors, LLC | 13,763 | $539.4K | 0.00% | −925−6.3% | Reduced |
| Envestnet Asset Management Inc | 14,037 | $550.1K | 0.00% | +3,264+30.3% | Added |
| FF Advisors,LLC | 12,500 | $561.8K | 0.23% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 15,245 | $597.5K | 0.00% | −2,200−12.6% | Reduced |
| Ashton Thomas Private Wealth, LLC | 15,274 | $598.6K | 0.01% | +251+1.7% | Added |
| Eagle Global Advisors LLC | 19,200 | $752.4K | 0.03% | +11,500+149.4% | Added |
| Virtu Financial LLC | 21,173 | $830.0K | 0.03% | +21,173 | New |
| Elevate Capital Advisors, LLC | 23,876 | $935.7K | 0.61% | −1,707−6.7% | Reduced |
| O'Shaughnessy Asset Management, LLC | 25,901 | $1.02M | 0.01% | +5,844+29.1% | Added |
| Rede Wealth, LLC | 27,887 | $1.09M | 0.39% | +6,626+31.2% | Added |
| Retirement Guys Formula LLC | 28,523 | $1.12M | 0.51% | +6,376+28.8% | Added |
| Sierra Capital LLC | 33,473 | $1.31M | 0.14% | +10,368+44.9% | Added |
| RPTC Inc. | 34,465 | $1.35M | 0.24% | 00.0% | Unchanged |
| CWM, LLC | 39,061 | $1.53M | 0.00% | +24,971+177.2% | Added |
| Round Rock Advisors, LLC | 54,727 | $2.14M | 0.33% | +13,463+32.6% | Added |
| Franklin Resources Inc | 55,029 | $2.16M | 0.00% | +237+0.4% | Added |
| Jane Street Group, LLC | 72,416 | $2.84M | 0.00% | +72,416 | New |
| Vance Wealth, Inc. | 73,635 | $2.89M | 0.83% | +23,915+48.1% | Added |
| Sanctuary Advisors, LLC | 80,314 | $3.15M | 0.02% | +15,770+24.4% | Added |
| Meitav Dash Investments Ltd | 81,605 | $3.20M | 0.04% | +25,357+45.1% | Added |
| Mercer Global Advisors Inc | 128,373 | $5.03M | 0.01% | −10,052−7.3% | Reduced |
| Cetera Investment Advisers | 157,303 | $6.16M | 0.01% | +15,632+11.0% | Added |
| LPL Financial LLC | 586,693 | $23.0M | 0.01% | +51,631+9.6% | Added |
| Susquehanna International Group, LLP | 1,149,527 | $45.0M | 0.06% | +969,370+538.1% | Added |
| Consilium Wealth Advisory, LLC | 0 | $0 | 0.00% | −65,559−100.0% | Sold out |
| Flow Traders U.S. LLC | 0 | $0 | 0.00% | −29,661−100.0% | Sold out |
| Powell Investment Advisors, LLC | 0 | $0 | 0.00% | −11,106−100.0% | Sold out |
| StoneX Group Inc. | 0 | $0 | 0.00% | −9,881−100.0% | Sold out |
| Mariner, LLC | 0 | $0 | 0.00% | −5,004−100.0% | Sold out |
| Fiducient Advisors LLC | 0 | $0 | 0.00% | −5,000−100.0% | Sold out |
| NewEdge Wealth, LLC | 0 | $0 | 0.00% | −4,855−100.0% | Sold out |
| Thryve Wealth Management LLC | 0 | $0 | 0.00% | −4,550−100.0% | Sold out |
| Mma Asset Management LLC | 0 | $0 | 0.00% | −4,489−100.0% | Sold out |
| Integrated Wealth Concepts LLC | 0 | $0 | 0.00% | −4,383−100.0% | Sold out |
| Foundations Investment Advisors, LLC | 0 | $0 | 0.00% | −4,163−100.0% | Sold out |
| Northern Trust Corp | 0 | $0 | 0.00% | −3,955−100.0% | Sold out |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −3,775−100.0% | Sold out |
| Flagship Harbor Advisors, LLC | 0 | $0 | 0.00% | −1,908−100.0% | Sold out |
| Strategic Wealth Partners, Ltd. | 0 | $0 | 0.00% | −1,620−100.0% | Sold out |
| Greenline Wealth Management LLC | 0 | $0 | 0.00% | −911−100.0% | Sold out |
| Huntington National Bank | 0 | $0 | 0.00% | – | Sold out |
| Morgan Stanley | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| NBC Securities, Inc. | 0 | $0 | 0.00% | −260−100.0% | Sold out |