Go Pro
→ Ticker Revealed: Pre-IPO Access to 'Next Elon Musk' Company (From Banyan Hill Publishing) (Ad)tc pixel Free EZBC Stock Alerts

Franklin Bitcoin ETF (EZBC) Institutional Ownership

Franklin Bitcoin ETF logo
$35.52 0.00 (0.00%)
As of 07/2/2026 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for Franklin Bitcoin ETF (BATS:EZBC)

Number of
Institutional Buyers
(last 12 months)
73
Total
Institutional Inflows
(last 12 months)
$45.73M
Number of
Institutional Sellers
(last 12 months)
24
Total
Institutional Outflows
(last 12 months)
$9.31M
Get EZBC Insider Trade Alerts

Want to know when executives and insiders are buying or selling Franklin Bitcoin ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

EZBC Institutional Buying and Selling by Quarter

Franklin Bitcoin ETF Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
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%
ALERT: Drop these 5 stocks before the market opens tomorrow! (Ad)

The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings research points to the first half of 2026 as a particularly rough stretch for certain holdings. Some of America's most popular stocks could take serious damage as a radical market shift plays out. Analysts at Weiss Ratings have identified five names you may want to remove from your portfolio before this unfolds. If any of these are in your portfolio, now is the time to review your positions.tc pixel

See the 5 stocks to avoid
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%
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%
Iran War Shock: What I Was Told In That Private Meeting (Ad)

You’re Being LIED To About The Iran War Forget EVERYTHING you’ve heard about the Iran war. Especially the reasons why we’re bombing the country.tc pixel

Because THIS is the real reason.
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%
8/15/2025Semmax Financial Advisors Inc.519$35K0.0%+42.2%0.027%
8/15/2025Captrust Financial Advisors13,787$861K0.0%+16.1%0.707%
8/14/2025Jane Street Group LLC49,312$3.08M0.0%-12.6%2.529%


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 90 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 801,272 shares in the last 24 months. This purchase volume represents approximately $45.73M in transactions.

Of the 24 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), Wealthspire Advisors LLC ($7.56K), Jane Street Group LLC ($7.10K), CreativeOne Wealth LLC ($6.84K), and Retirement Guys Formula LLC ($6.52K).

Institutional investors have sold a total of 155,039 shares in the last 24 months. This volume of shares sold represents approximately $9.31M in transactions.


Related Companies

This page (BATS:EZBC) was last updated on 7/5/2026 by MarketBeat.com Staff.
From Our Partners
Your book attached
Bill Poulos is giving away his 'Safe Trade Options Formula' book for free - but only for a limited time throug...
Profits Run | Sponsoredtc pixel
From the man who predicted 2008 crash…
Porter Stansberry, founder of one of the largest financial research firms in the world, says he's breaking the...
Porter & Company | Sponsoredtc pixel
The end may be near for these iconic stocks
Marc Chaikin, founder of Chaikin Analytics, says two forces - AI disruption and fracturing global trade - are ...
Chaikin Analytics | Sponsoredtc pixel
I paid $5,000 to hear Elon say this
One investor paid $5,000 to be in a private room with Elon Musk in Los Angeles - and what he heard confirmed a...
InvestorPlace | Sponsoredtc pixel
Oil is settling in yuan now - here's what that means for gold
Saudi Arabia has terminated its 1974 petrodollar agreement with the United States - the deal that forced every...
Golden Portfolio | Sponsoredtc pixel