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Franklin Bitcoin ETF (EZBC) Institutional Ownership

Franklin Bitcoin ETF logo
$36.33 -0.25 (-0.68%)
As of 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for Franklin Bitcoin ETF (BATS:EZBC)

Number of
Institutional Buyers
(last 12 months)
64
Total
Institutional Inflows
(last 12 months)
$37.62M
Number of
Institutional Sellers
(last 12 months)
20
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
7/6/2026 Dogwood Wealth Management LLC6,622$225K0.1%+47.7%0.074%
6/23/2026 Ballast Advisors LLC1,200$47K0.0%N/A0.013%
6/18/2026Western Wealth Management LLC5,690$223K0.0%+35.7%0.064%
6/3/2026 NewEdge Advisors LLC793$31K0.0%+108.1%0.009%
5/19/2026Western Wealth Management LLC5,690$223K0.0%+35.7%0.064%
5/13/2026 Cetera Investment Advisers157,303$6.17M0.0%+11.0%1.767%
5/8/2026 Cassaday & Co Wealth Management LLC1,256$49K0.0%N/A0.014%
5/5/2026 Geneos Wealth Management Inc.6,324$248K0.0%+424.4%0.071%
5/5/2026 Harel Insurance Investments & Financial Services Ltd.9,587$376K0.0%+44.3%0.108%
5/5/2026 Sanctuary Advisors LLC80,314$3.15M0.0%+24.4%0.902%
4/29/2026 Meitav Investment House Ltd.81,605$3.20M0.0%+45.1%0.917%
4/27/2026 Private Advisor Group LLC9,811$384K0.0%+3.6%0.110%
4/22/2026 First Financial Group Corp5,834$229K0.2%+15.1%0.066%
2/25/2026 Thryve Wealth Management LLC4,550$230K0.1%N/A0.046%
2/18/2026 Mercer 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%
2/17/2026 Cetera Investment Advisers141,671$7.17M0.0%-16.6%1.431%
2/17/2026 Captrust Financial Advisors16,003$810K0.0%+7.3%0.162%
2/16/2026 Towarzystwo Funduszy Inwestycyjnych PZU SA2,050$104K0.0%+113.5%0.021%
2/16/2026 Mariner LLC5,004$253K0.0%N/A0.051%
2/13/2026 Kestra Advisory Services LLC3,775$191K0.0%N/A0.038%
2/13/2026 Greenline Wealth Management LLC911$46K0.0%N/A0.009%
2/13/2026 Integrated Wealth Concepts LLC4,383$222K0.0%-6.2%0.044%
2/13/2026 Wealthspire Advisors LLC14,688$743K0.0%+6.7%0.148%
2/12/2026 Commonwealth Equity Services LLC7,642$387K0.0%+6.5%0.077%
2/12/2026 StoneX Group Inc.9,881$500K0.0%+113.2%0.100%
2/12/2026 Steward Partners Investment Advisory LLC17,445$883K0.0%+113.4%0.176%
2/11/2026 LPL Financial LLC535,062$27.07M0.0%+1.3%5.405%
2/11/2026 O 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%
2/10/2026 Fiducient Advisors LLC5,000$253K0.0%+38.9%0.051%
2/10/2026 Northwestern Mutual Wealth Management Co.15,969$808K0.0%N/A0.161%
2/10/2026Foundations Investment Advisors LLC4,163$211K0.0%-9.5%0.042%
2/9/2026 Powell Investment Advisors LLC11,106$562K0.2%-10.0%0.112%
2/6/2026 Global Retirement Partners LLC33,492$1.70M0.0%+45.5%0.338%
2/6/2026Forefront Wealth Partners LLC12,491$632K0.3%+47.2%0.126%
2/6/2026 Flynn Zito Capital Management LLC9,080$459K0.2%+53.9%0.092%
2/6/2026 HighTower Advisors LLC13,598$688K0.0%-4.1%0.137%
2/5/2026 Abacus Wealth Partners LLC16,000$810K0.1%+6.7%0.162%
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2/5/2026Western Wealth Management LLC4,192$212K0.0%+30.6%0.042%
2/4/2026 Horizon Wealth Management LLC6,611$335K0.1%-25.5%0.067%
2/4/2026 Dogwood Wealth Management LLC2,949$149K0.1%+324.9%0.030%
2/3/2026 NewEdge Wealth LLC4,855$246K0.0%N/A0.049%
2/3/2026 Indivisible Partners4,375$221K0.0%N/A0.044%
2/3/2026 Harel Insurance Investments & Financial Services Ltd.6,645$336K0.0%+172.8%0.067%
2/3/2026 MMA Asset Management LLC4,489$227K0.1%-34.4%0.045%
1/29/2026 Ashton Thomas Private Wealth LLC15,023$760K0.0%N/A0.152%
1/29/2026 Sanctuary Advisors LLC64,544$3.27M0.0%+10.0%0.652%
1/28/2026 Eagle Global Advisors LLC7,700$390K0.0%-35.3%0.078%
1/27/2026 Round Rock Advisors LLC41,264$2.09M0.3%N/A0.417%
1/27/2026 Atlantic Edge Private Wealth Management LLC4,950$250K0.1%-70.2%0.050%
1/26/2026CWM LLC14,090$713K0.0%-5.7%0.142%
1/26/2026 Consilium Wealth Advisory LLC65,559$3.32M1.2%N/A0.662%
1/23/2026 Rede Wealth LLC21,261$1.08M0.4%N/A0.215%
1/23/2026 Retirement Guys Formula LLC22,147$1.12M0.5%+25.1%0.224%
1/23/2026 Elevate Capital Advisors LLC25,583$1.29M0.9%-8.1%0.258%
1/21/2026 Flagship Harbor Advisors LLC1,908$97K0.0%-39.9%0.019%
1/16/2026 Abacus Planning Group Inc.9,469$479K0.1%N/A0.096%
1/9/2026 Silvia Mccoll Wealth Management LLC5,004$253K0.2%N/A0.051%
12/2/2025 IFP Advisors Inc7,564$501K0.0%N/A0.388%
11/17/2025Susquehanna International Group LLP18,819$1.25M0.0%-75.5%0.965%
11/17/2025 Mercer Global Advisors Inc. ADV133,580$8.84M0.0%-1.6%6.850%
11/17/2025 Integrated Wealth Concepts LLC4,674$309K0.0%N/A0.240%
11/17/2025Flow Traders U.S. LLC12,858$851K0.0%N/A0.659%
11/14/2025 Zacks Investment Management18,251$1.21M0.0%-9.3%0.936%
11/14/2025 Virtu Financial LLC118,284$7.83M0.4%+880.1%6.066%
11/14/2025Vance Wealth LLC18,016$1.19M0.4%+26.9%0.924%
11/14/2025 Towarzystwo Funduszy Inwestycyjnych PZU SA960$63K0.0%N/A0.049%
11/14/2025WCG Wealth Advisors LLC12,340$817K0.1%+2.1%0.633%
11/13/2025 CreativeOne Wealth LLC3,030$201K0.0%-69.3%0.155%
11/13/2025Modern Wealth Management LLC3,900$258K0.0%N/A0.200%
11/12/2025 Abacus Wealth Partners LLC15,000$993K0.1%+50.0%0.769%
11/12/2025Caitlin John LLC579$38K0.0%N/A0.030%
11/6/2025 Horizon Wealth Management LLC8,871$587K0.1%-9.9%0.455%
11/6/2025 Costello Asset Management INC500$33K0.0%-75.9%0.026%
11/6/2025Western Wealth Management LLC3,209$212K0.0%N/A0.165%
11/5/2025 MMA Asset Management LLC6,842$453K0.2%N/A0.351%
11/5/2025 Flagship Harbor Advisors LLC3,175$210K0.0%N/A0.163%
11/5/2025 Flynn Zito Capital Management LLC5,900$391K0.1%+25.9%0.303%
11/5/2025 Envestnet Asset Management Inc.8,247$546K0.0%+23.5%0.423%
11/4/2025 Atlas Private Wealth Advisors3,106$206K0.1%-50.0%0.159%
11/3/2025Foundations Investment Advisors LLC4,598$304K0.0%N/A0.236%
10/30/2025 Fiducient Advisors LLC3,600$238K0.0%N/A0.185%
10/29/2025 First Financial Group Corp4,959$328K0.3%+9.2%0.254%
10/29/2025 Harel Insurance Investments & Financial Services Ltd.2,436$161K0.0%+544.4%0.125%
10/29/2025 Meitav Investment House Ltd.45,487$3.01M0.0%+28.9%2.333%
10/28/2025 Eagle Global Advisors LLC11,900$788K0.0%+54.5%0.610%
10/28/2025 Elevate Capital Advisors LLC27,830$1.84M1.3%+10.9%1.427%
10/23/2025 Childress Capital Advisors LLC68,956$4.57M0.8%N/A3.536%
Wall Street is staring at the wrong AI trade (Ad)

Anthropic just signed a 9.1 billion dollar, 20 year data center agreement covering 191 megawatts of capacity, a sign of where AI infrastructure spending is heading next. Anthropic remains private, but one publicly traded vehicle holds it as its largest position, alongside stakes in Databricks and Anduril. It trades through any standard brokerage account.tc pixel

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10/21/2025 Global Retirement Partners LLC23,025$1.52M0.0%+48.5%1.181%
10/21/2025 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors4,158$275K0.0%N/A0.213%
10/21/2025 Retirement Guys Formula LLC17,706$1.17M0.4%-9.3%0.908%
10/21/2025 Mather 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%
10/9/2025 AdvisorNet Financial Inc1,075$71K0.0%+20.8%0.055%
10/7/2025EWG Elevate Inc.3,421$227K0.1%N/A0.175%
8/15/2025Semmax Financial Advisors Inc.519$35K0.0%+42.2%0.027%
8/15/2025 Captrust Financial Advisors13,787$861K0.0%+16.1%0.707%


EZBC Institutional Ownership - Frequently Asked Questions

During the previous two years, 94 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 88 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 671,275 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 7/6/2026. New 13F filings are added each quarter as they're published.
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