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Franklin Bitcoin ETF (EZBC) Institutional Ownership

Franklin Bitcoin ETF logo
$46.90 -0.62 (-1.30%)
As of 01:56 PM Eastern
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Institutional Ownership Changes (13F Filings) for Franklin Bitcoin ETF (BATS:EZBC)

Number of
Institutional Buyers
(last 12 months)
59
Total
Institutional Inflows
(last 12 months)
$37.62M
Number of
Institutional Sellers
(last 12 months)
19
Total
Institutional Outflows
(last 12 months)
$7.88M
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EZBC Institutional Buying and Selling by Quarter

Franklin Bitcoin ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/13/2026Avior Wealth Management LLC6,218$300K0.0%N/A0.070%
9/9/2026Integrated Wealth Concepts LLC2,829$96K0.0%N/A0.032%
7/6/2026Dogwood Wealth Management LLC6,622$225K0.1%+47.7%0.074%
6/23/2026Ballast Advisors LLC1,200$47K0.0%N/A0.013%
6/18/2026Western Wealth Management LLC5,690$223K0.0%+35.7%0.064%
6/3/2026NewEdge Advisors LLC793$31K0.0%+108.1%0.009%
5/19/2026Western Wealth Management LLC5,690$223K0.0%+35.7%0.064%
5/13/2026Cetera Investment Advisers157,303$6.17M0.0%+11.0%1.767%
5/8/2026Cassaday & Co Wealth Management LLC1,256$49K0.0%N/A0.014%
5/5/2026Geneos Wealth Management Inc.6,324$248K0.0%+424.4%0.071%
5/5/2026Harel Insurance Investments & Financial Services Ltd.9,587$376K0.0%+44.3%0.108%
5/5/2026Sanctuary Advisors LLC80,314$3.15M0.0%+24.4%0.902%
4/29/2026Meitav Investment House Ltd.81,605$3.20M0.0%+45.1%0.917%
4/27/2026Private Advisor Group LLC9,811$384K0.0%+3.6%0.110%
4/22/2026First Financial Group Corp5,834$229K0.2%+15.1%0.066%
2/25/2026Thryve Wealth Management LLC4,550$230K0.1%N/A0.046%
2/18/2026Mercer Global Advisors Inc. ADV138,425$7.00M0.0%+3.6%1.398%
2/18/2026Sierra Capital LLC23,105$1.17M0.1%+18.5%0.233%
2/18/2026Vance Wealth LLC49,720$2.52M0.7%+176.0%0.502%
2/17/2026Cetera Investment Advisers141,671$7.17M0.0%-16.6%1.431%
2/17/2026Captrust Financial Advisors16,003$810K0.0%+7.3%0.162%
2/16/2026Towarzystwo Funduszy Inwestycyjnych PZU SA2,050$104K0.0%+113.5%0.021%
2/16/2026Mariner LLC5,004$253K0.0%N/A0.051%
2/13/2026Kestra Advisory Services LLC3,775$191K0.0%N/A0.038%
2/13/2026Greenline Wealth Management LLC911$46K0.0%N/A0.009%
2/13/2026Integrated Wealth Concepts LLC4,383$222K0.0%-6.2%0.044%
2/13/2026Wealthspire Advisors LLC14,688$743K0.0%+6.7%0.148%
2/12/2026Commonwealth Equity Services LLC7,642$387K0.0%+6.5%0.077%
2/12/2026StoneX Group Inc.9,881$500K0.0%+113.2%0.100%
2/12/2026Steward Partners Investment Advisory LLC17,445$883K0.0%+113.4%0.176%
2/11/2026LPL Financial LLC535,062$27.07M0.0%+1.3%5.405%
2/11/2026O Shaughnessy Asset Management LLC20,057$1.02M0.0%+64.1%0.203%
2/10/2026WCG Wealth Advisors LLC16,353$827K0.0%+32.5%0.165%
2/10/2026Fiducient Advisors LLC5,000$253K0.0%+38.9%0.051%
2/10/2026Northwestern Mutual Wealth Management Co.15,969$808K0.0%N/A0.161%
2/10/2026Foundations Investment Advisors LLC4,163$211K0.0%-9.5%0.042%
2/9/2026Powell Investment Advisors LLC11,106$562K0.2%-10.0%0.112%
2/6/2026Global Retirement Partners LLC33,492$1.70M0.0%+45.5%0.338%
2/6/2026Forefront Wealth Partners LLC12,491$632K0.3%+47.2%0.126%
2/6/2026Flynn Zito Capital Management LLC9,080$459K0.2%+53.9%0.092%
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2/6/2026HighTower Advisors LLC13,598$688K0.0%-4.1%0.137%
2/5/2026Abacus Wealth Partners LLC16,000$810K0.1%+6.7%0.162%
2/5/2026Western Wealth Management LLC4,192$212K0.0%+30.6%0.042%
2/4/2026Horizon Wealth Management LLC6,611$335K0.1%-25.5%0.067%
2/4/2026Dogwood Wealth Management LLC2,949$149K0.1%+324.9%0.030%
2/3/2026NewEdge Wealth LLC4,855$246K0.0%N/A0.049%
2/3/2026Indivisible Partners4,375$221K0.0%N/A0.044%
2/3/2026Harel Insurance Investments & Financial Services Ltd.6,645$336K0.0%+172.8%0.067%
2/3/2026MMA Asset Management LLC4,489$227K0.1%-34.4%0.045%
1/29/2026Ashton Thomas Private Wealth LLC15,023$760K0.0%N/A0.152%
1/29/2026Sanctuary Advisors LLC64,544$3.27M0.0%+10.0%0.652%
1/28/2026Eagle Global Advisors LLC7,700$390K0.0%-35.3%0.078%
1/27/2026Round Rock Advisors LLC41,264$2.09M0.3%N/A0.417%
1/27/2026Atlantic Edge Private Wealth Management LLC4,950$250K0.1%-70.2%0.050%
1/26/2026CWM LLC14,090$713K0.0%-5.7%0.142%
1/26/2026Consilium Wealth Advisory LLC65,559$3.32M1.2%N/A0.662%
1/23/2026Rede Wealth LLC21,261$1.08M0.4%N/A0.215%
1/23/2026Retirement Guys Formula LLC22,147$1.12M0.5%+25.1%0.224%
1/23/2026Elevate Capital Advisors LLC25,583$1.29M0.9%-8.1%0.258%
1/21/2026Flagship Harbor Advisors LLC1,908$97K0.0%-39.9%0.019%
1/16/2026Abacus Planning Group Inc.9,469$479K0.1%N/A0.096%
1/9/2026Silvia Mccoll Wealth Management LLC5,004$253K0.2%N/A0.051%
12/2/2025IFP Advisors Inc7,564$501K0.0%N/A0.388%
11/17/2025Susquehanna International Group LLP18,819$1.25M0.0%-75.5%0.965%
11/17/2025Mercer Global Advisors Inc. ADV133,580$8.84M0.0%-1.6%6.850%
11/17/2025Integrated Wealth Concepts LLC4,674$309K0.0%N/A0.240%
11/17/2025Flow Traders U.S. LLC12,858$851K0.0%N/A0.659%
11/14/2025Zacks Investment Management18,251$1.21M0.0%-9.3%0.936%
11/14/2025Virtu Financial LLC118,284$7.83M0.4%+880.1%6.066%
11/14/2025Vance Wealth LLC18,016$1.19M0.4%+26.9%0.924%
11/14/2025Towarzystwo Funduszy Inwestycyjnych PZU SA960$63K0.0%N/A0.049%
11/14/2025WCG Wealth Advisors LLC12,340$817K0.1%+2.1%0.633%
11/13/2025CreativeOne Wealth LLC3,030$201K0.0%-69.3%0.155%
11/13/2025Modern Wealth Management LLC3,900$258K0.0%N/A0.200%
11/12/2025Abacus Wealth Partners LLC15,000$993K0.1%+50.0%0.769%
11/12/2025Caitlin John LLC579$38K0.0%N/A0.030%
11/6/2025Horizon Wealth Management LLC8,871$587K0.1%-9.9%0.455%
11/6/2025Costello Asset Management INC500$33K0.0%-75.9%0.026%
11/6/2025Western Wealth Management LLC3,209$212K0.0%N/A0.165%
11/5/2025MMA Asset Management LLC6,842$453K0.2%N/A0.351%
11/5/2025Flagship Harbor Advisors LLC3,175$210K0.0%N/A0.163%
11/5/2025Flynn Zito Capital Management LLC5,900$391K0.1%+25.9%0.303%
11/5/2025Envestnet Asset Management Inc.8,247$546K0.0%+23.5%0.423%
11/4/2025Atlas Private Wealth Advisors3,106$206K0.1%-50.0%0.159%
11/3/2025Foundations Investment Advisors LLC4,598$304K0.0%N/A0.236%
10/30/2025Fiducient Advisors LLC3,600$238K0.0%N/A0.185%
10/29/2025First Financial Group Corp4,959$328K0.3%+9.2%0.254%
10/29/2025Harel Insurance Investments & Financial Services Ltd.2,436$161K0.0%+544.4%0.125%
10/29/2025Meitav Investment House Ltd.45,487$3.01M0.0%+28.9%2.333%
10/28/2025Eagle Global Advisors LLC11,900$788K0.0%+54.5%0.610%
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10/28/2025Elevate Capital Advisors LLC27,830$1.84M1.3%+10.9%1.427%
10/23/2025Childress Capital Advisors LLC68,956$4.57M0.8%N/A3.536%
10/21/2025Global Retirement Partners LLC23,025$1.52M0.0%+48.5%1.181%
10/21/2025C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors4,158$275K0.0%N/A0.213%
10/21/2025Retirement Guys Formula LLC17,706$1.17M0.4%-9.3%0.908%
10/21/2025Mather Group LLC.401$27K0.0%N/A0.021%
10/20/2025Forefront Wealth Partners LLC8,486$562K0.1%N/A0.435%
10/15/2025CWM LLC14,949$990K0.0%+3.3%0.767%
10/9/2025AdvisorNet Financial Inc1,075$71K0.0%+20.8%0.055%
10/7/2025EWG Elevate Inc.3,421$227K0.1%N/A0.175%


EZBC Institutional Ownership - Frequently Asked Questions

During the previous two years, 95 institutional investors and hedge funds held shares of Franklin Bitcoin ETF. The most heavily invested institutionals were LPL Financial LLC ($27.07M), Virtu Financial LLC ($7.83M), Mercer Global Advisors Inc. ADV ($7.00M), Cetera Investment Advisers ($6.17M), Childress Capital Advisors LLC ($4.57M), Franklin Resources Inc. ($3.43M), and Consilium Wealth Advisory LLC ($3.32M).Learn more on Franklin Bitcoin ETF's institutional investors.

Of the 89 institutional investors that purchased Franklin Bitcoin ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: LPL Financial LLC ($198.09K), Cetera Investment Advisers ($159.07K), Virtu Financial LLC ($111.44K), Childress Capital Advisors LLC ($68.96K), Consilium Wealth Advisory LLC ($65.56K), Meitav Investment House Ltd. ($49.67K), and Round Rock Advisors LLC ($41.26K).

Institutional investors have bought a total of 674,170 shares in the last 24 months. This purchase volume represents approximately $37.62M in transactions.

Of the 19 institutional investors that sold Franklin Bitcoin ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Susquehanna International Group LLP ($58.00K), Cetera Investment Advisers ($28.21K), Atlantic Edge Private Wealth Management LLC ($11.65K), CreativeOne Wealth LLC ($6.84K), Eagle Global Advisors LLC ($4.20K), Horizon Wealth Management LLC ($3.23K), and Atlas Private Wealth Advisors ($3.11K).

Institutional investors have sold a total of 131,928 shares in the last 24 months. This volume of shares sold represents approximately $7.88M in transactions.


Related Companies

Institutional ownership data for BATS:EZBC is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/13/2026. New 13F filings are added each quarter as they're published.
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