DaveManuel.com · Institutional Ownership · Who Owns It
FRANKLIN TEMPLETON DIGITAL H (EZBC)
Institutional ownership reported to the SEC as of Q2 2026, across 11 quarters.
73
Reporting holders
$72.8M
Reported value
21.4%
Of shares outstanding
0.0%
Calls
0.0%
Puts
-9
Holder change
Institutions report 2,146,192 shares against 10,050,000 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| LPL Financial LLC | $21.0M | 617,990 | 0.00% | 8q | +5.3%+$1.1M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $7.6M | 223,479 | 0.00% | 10q | -80.6%-$31.4M |
| JANE STREET GROUP, LLC | $6.1M | 181,098 | 0.00% | 2q | +150.1%+$3.7M |
| Cetera Investment Advisers | $5.6M | 165,492 | 0.01% | 8q | +5.2%+$277.7K |
| MERCER GLOBAL ADVISORS INC /ADV | $3.7M | 108,597 | 0.00% | 8q | -15.4%-$670.6K |
| MEITAV INVESTMENT HOUSE LTD | $3.7M | 107,964 | 0.02% | 6q | +32.3%+$893.8K |
| Sanctuary Advisors, LLC | $2.9M | 85,268 | 0.01% | 9q | +6.2%+$168.0K |
| VANCE WEALTH, LLC | $2.6M | 76,270 | 0.58% | 6q | +3.6%+$89.4K |
| FRANKLIN RESOURCES INC | $1.9M | 55,029 | 0.00% | 10q | HELD |
| Tuttle Capital Management, LLC | $1.4M | 40,102 | 0.92% | new | NEW |
| RPTC Inc. | $1.2M | 34,465 | 0.20% | 6q | HELD |
| Sierra Capital LLC | $1.1M | 33,473 | 0.11% | 10q | HELD |
| RETIREMENT GUYS FORMULA LLC | $1.0M | 29,824 | 0.38% | 7q | +4.6%+$44.1K |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $949.4K | 27,997 | 0.00% | 6q | +8.1%+$71.1K |
| Global Retirement Partners, LLC | $869.6K | 25,643 | 0.01% | 8q | -23.4%-$266.2K |
| Rede Wealth, LLC | $817.2K | 24,100 | 0.27% | 3q | -13.6%-$128.4K |
| Cambridge Investment Research Advisors, Inc. | $738.0K | 21,778 | 0.00% | 7q | +95.5%+$360.5K |
| EAGLE GLOBAL ADVISORS LLC | $651.1K | 19,200 | 0.02% | 7q | HELD |
| Elevate Capital Advisors, LLC | $520.0K | 15,335 | 0.29% | 7q | -35.8%-$289.6K |
| ENVESTNET ASSET MANAGEMENT INC | $492.9K | 14,537 | 0.00% | 6q | +3.6%+$17.0K |
| Ashton Thomas Private Wealth, LLC | $475.8K | 14,030 | 0.01% | 3q | -8.1%-$42.2K |
| Foster Victor Wealth Advisors, LLC | $463.6K | 12,432 | 0.02% | 7q | HELD |
| FF Advisors,LLC | $423.9K | 12,500 | 0.16% | 6q | HELD |
| COMMONWEALTH EQUITY SERVICES, LLC | $396.1K | 11,681 | 0.00% | 10q | +24.9%+$79.0K |
| HighTower Advisors, LLC | $392.8K | 11,583 | 0.00% | 10q | +0.9%+$3.5K |
| Oak Barrel Wealth Advisory LLC | $388.0K | 11,441 | 0.17% | new | NEW |
| WCG Wealth Advisors LLC | $360.7K | 10,636 | 0.01% | 5q | +0.9%+$3.4K |
| CAPTRUST FINANCIAL ADVISORS | $360.2K | 10,622 | 0.00% | 10q | -4.5%-$17.0K |
| Wealthspire Advisors, LLC | $339.3K | 10,007 | 0.00% | 7q | -27.3%-$127.4K |
| Abacus Wealth Partners, LLC | $339.1K | 10,000 | 0.04% | 5q | HELD |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | $337.7K | 9,959 | 0.09% | 7q | +10.2%+$31.2K |
| Steward Partners Investment Advisory, LLC | $329.6K | 9,720 | 0.00% | 5q | -36.2%-$187.4K |
| Private Advisor Group, LLC | $327.4K | 9,656 | 0.00% | 9q | -1.6%-$5.3K |
| Harel Insurance Investments & Financial Services Ltd. | $323.0K | 9,525 | 0.00% | 5q | -0.6%-$2.1K |
| Abacus Planning Group, Inc. | $321.1K | 9,469 | 0.04% | 3q | HELD |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $282.4K | 8,328 | 0.00% | 3q | +41.9%+$83.4K |
| IFP Advisors, Inc | $258.4K | 7,621 | 0.00% | 4q | +0.8%+$1.9K |
| Stratos Investment Management, LLC | $229.9K | 6,779 | 0.01% | new | NEW |
| Geneos Wealth Management Inc. | $229.2K | 6,758 | 0.00% | 7q | +6.9%+$14.7K |
| Equitable Holdings, Inc. | $226.6K | 6,682 | 0.00% | 2q | +15.7%+$30.8K |
| Dogwood Wealth Management LLC | $224.6K | 6,622 | 0.09% | 5q | +47.7%+$72.5K |
| Western Wealth Management, LLC | $218.3K | 6,437 | 0.01% | 4q | +13.1%+$25.3K |
| Indivisible Partners | $215.3K | 6,348 | 0.01% | 3q | +6.3%+$12.7K |
| Atria Investments, Inc | $213.9K | 6,309 | 0.00% | 4q | -23.3%-$65.0K |
| TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA | $103.4K | 3,050 | 0.03% | 4q | -6.2%-$6.8K |
| IFG Advisory, LLC | $63.1K | 1,860 | 0.00% | new | NEW |
| Atlantic Edge Private Wealth Management, LLC | $42.4K | 1,250 | 0.01% | 10q | HELD |
| Farther Finance Advisors, LLC | $32.6K | 960 | 0.00% | 7q | +24.5%+$6.4K |
| CX Institutional | $31.0K | 920 | 0.00% | 3q | HELD |
| AdvisorNet Financial, Inc | $27.8K | 820 | 0.00% | 9q | -9.3%-$2.8K |
| NewEdge Advisors, LLC | $27.1K | 800 | 0.00% | 5q | +0.9% |
| OSAIC HOLDINGS, INC. | $17.6K | 519 | 0.00% | 6q | -6.8%-$1.3K |
| SIMPLEX TRADING, LLC | $17.0K incl. $10.2K options PUT | 200 | 0.00% | new | NEW |
| Avion Wealth | $15.0K | 457 | 0.00% | 9q | HELD |
| Costello Asset Management, INC | $13.6K | 400 | 0.00% | 6q | HELD |
| FIFTH THIRD BANCORP | $12.9K | 380 | 0.00% | 6q | HELD |
| BESSEMER GROUP INC | $10.0K | 301 | 0.00% | 4q | HELD |
| CENTRAL TRUST Co | $9.8K | 290 | 0.00% | 7q | HELD |
| PNC Financial Services Group, Inc. | $8.0K | 236 | 0.00% | 7q | HELD |
| Markowski Investments | $5.2K | 154 | 0.00% | new | FIRST |
| Smartleaf Asset Management LLC | $4.6K | 131 | 0.00% | 4q | HELD |
| TSFG, LLC | $4.0K | 125 | 0.00% | 3q | HELD |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $3.5K | 100 | 0.00% | 3q | HELD |
| Allworth Financial LP | $3.1K | 92 | 0.00% | 7q | HELD |
| Godfrey Financial Associates, Inc. | $3.1K | 90 | 0.00% | 3q | HELD |
| WELLS FARGO & COMPANY/MN | $2.6K | 77 | 0.00% | 8q | +7600.0%+$2.6K |
| Westside Investment Management, Inc. | $2.2K | 65 | 0.00% | 7q | HELD |
| Tower Research Capital LLC (TRC) | $1.7K | 50 | 0.00% | new | NEW |
| EverSource Wealth Advisors, LLC | $1.5K | 45 | 0.00% | 7q | HELD |
| Harborfront Financial Group LLC | $678 | 20 | 0.00% | new | NEW |
| HARBOUR INVESTMENTS, INC. | $237 | 7 | 0.00% | 9q | HELD |
| Clearstead Advisors, LLC | $170 | 5 | 0.00% | 2q | HELD |
| Larson Financial Group LLC | $68 | 2 | 0.00% | 10q | HELD |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 20 | $16.2M | 335,255 | 6 | 1 | 5 | 0.0% |
| Q2 2026 | 73 | $72.8M | 2,146,192 | 8 | 24 | 15 | 0.0% |
| Q1 2026 | 82 | $117.4M | 2,991,728 | 13 | 30 | 15 | 0.0% |
| Q4 2025 | 92 | $97.5M | 1,910,416 | 17 | 33 | 16 | 0.7% |
| Q3 2025 | 95 | $121.0M | 1,832,056 | 22 | 28 | 15 | 0.0% |
| Q2 2025 | 80 | $93.0M | 1,489,151 | 16 | 25 | 16 | 0.0% |
| Q1 2025 | 75 | $61.1M | 1,277,079 | 21 | 22 | 11 | 0.0% |
| Q4 2024 | 63 | $64.0M | 1,177,851 | 26 | 16 | 12 | 0.0% |
| Q3 2024 | 39 | $50.8M | 1,362,353 | 11 | 8 | 10 | 0.0% |
| Q2 2024 | 31 | $38.1M | 1,092,528 | 14 | 9 | 4 | 0.0% |
| Q1 2024 | 17 | $49.4M | 1,199,954 | 17 | 0 | 0 | 0.0% |