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EZBC Institutional Ownership

Franklin Bitcoin ETF
1W: +0.3% 1M: +9.0% 3M: +32.3% YTD: -6.2% 1Y: -28.4%
$48.70
-0.22 (-0.45%)
 
Weekly Expected Move ±5.5%
$43 $46 $49 $51 $54
ETF CBOE · AUM $583.9M

Institutional Ownership — EZBC

89
Institutional Holders
-15 vs prior quarter
0.0%
Ownership
+0.00pp
73M
Total Invested
10
New Positions
23
Increased
30
Reduced
15
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (112 total)

# Holder Shares Value Change Change % Holding Period Filing
1 LPL Financial LLC 617,990 $30M +31,297 +5.3% 8Q SEC ↗
2 SUSQUEHANNA INTERNATIONAL GROUP, LLP 223,479 $11M -926,048 -80.6% 10Q SEC ↗
3 JANE STREET GROUP, LLC 181,098 $9M +108,682 +150.1% 2Q SEC ↗
4 Cetera Investment Advisers 165,492 $8M +8,189 +5.2% 8Q SEC ↗
5 MERCER GLOBAL ADVISORS INC /ADV 108,597 $5M -19,776 -15.4% 8Q SEC ↗
6 MEITAV INVESTMENT HOUSE LTD 107,964 $5M +26,359 +32.3% 6Q SEC ↗
7 Sanctuary Advisors, LLC 85,268 $4M +4,954 +6.2% 9Q SEC ↗
8 VANCE WEALTH, LLC 76,270 $4M +2,635 +3.6% 6Q SEC ↗
9 FRANKLIN RESOURCES INC 55,029 $3M — +0.0% 10Q SEC ↗
10 Tuttle Capital Management, LLC NEW 40,102 $2M — +0.0% 1Q SEC ↗
11 CWM, LLC 39,061 $2M +24,971 +177.2% 8Q SEC ↗
12 RPTC Inc. 34,465 $2M — +0.0% 6Q SEC ↗
13 Sierra Capital LLC 33,473 $2M — +0.0% 10Q SEC ↗
14 RETIREMENT GUYS FORMULA LLC 29,824 $1M +1,301 +4.6% 7Q SEC ↗
15 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 27,997 $1M +2,096 +8.1% 6Q SEC ↗
16 Global Retirement Partners, LLC NEW 25,643 $1M — +0.0% 1Q SEC ↗
17 Rede Wealth, LLC 24,100 $1M -3,787 -13.6% 3Q SEC ↗
18 EAGLE GLOBAL ADVISORS LLC 19,200 $935K — +0.0% 7Q SEC ↗
19 Elevate Capital Advisors, LLC 15,335 $747K -8,541 -35.8% 7Q SEC ↗
20 ENVESTNET ASSET MANAGEMENT INC 14,537 $708K +500 +3.6% 6Q SEC ↗
21 Ashton Thomas Private Wealth, LLC 14,030 $683K -1,244 -8.1% 3Q SEC ↗
22 FF Advisors,LLC 12,500 $609K — +0.0% 6Q SEC ↗
23 Foster Victor Wealth Advisors, LLC 12,432 $605K — +0.0% 7Q SEC ↗
24 COMMONWEALTH EQUITY SERVICES, LLC 11,681 $569K +2,329 +24.9% 10Q SEC ↗
25 HighTower Advisors, LLC 11,583 $564K +104 +0.9% 10Q SEC ↗
26 Oak Barrel Wealth Advisory LLC NEW 11,441 $557K — +0.0% 1Q SEC ↗
27 Cambridge Investment Research Advisors 10,889 $530K -251 -2.3% 7Q SEC ↗
28 WCG Wealth Advisors LLC 10,636 $518K +100 +0.9% 5Q SEC ↗
29 CAPTRUST FINANCIAL ADVISORS 10,622 $517K -500 -4.5% 10Q SEC ↗
30 Wealthspire Advisors, LLC 10,007 $487K -3,756 -27.3% 7Q SEC ↗
31 Abacus Wealth Partners, LLC 10,000 $487K — +0.0% 5Q SEC ↗
32 FLYNN ZITO CAPITAL MANAGEMENT, LLC 9,959 $485K +921 +10.2% 7Q SEC ↗
33 Steward Partners Investment Advisory, 9,720 $473K -5,525 -36.2% 5Q SEC ↗
34 Private Advisor Group, LLC 9,656 $470K -155 -1.6% 9Q SEC ↗
35 Harel Insurance Investments & Financia 9,525 $464K -62 -0.6% 5Q SEC ↗
36 Abacus Planning Group, Inc. 9,469 $461K — +0.0% 3Q SEC ↗
37 NORTHWESTERN MUTUAL WEALTH MANAGEMENT 8,328 $406K +2,458 +41.9% 3Q SEC ↗
38 IFP Advisors, Inc 7,621 $371K +57 +0.8% 4Q SEC ↗
39 Stratos Investment Management, LLC NEW 6,779 $330K — +0.0% 1Q SEC ↗
40 Geneos Wealth Management Inc. 6,758 $329K +434 +6.9% 7Q SEC ↗
41 Equitable Holdings, Inc. 6,682 $325K +908 +15.7% 2Q SEC ↗
42 Dogwood Wealth Management LLC 6,622 $322K +2,139 +47.7% 5Q SEC ↗
43 Western Wealth Management, LLC 6,437 $313K +747 +13.1% 4Q SEC ↗
44 Indivisible Partners 6,348 $309K +376 +6.3% 3Q SEC ↗
45 Atria Investments, Inc 6,309 $307K -1,918 -23.3% 4Q SEC ↗
46 TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZ 3,050 $149K -200 -6.2% 4Q SEC ↗
47 Integrated Wealth Concepts LLC NEW 2,829 $138K — +0.0% 1Q SEC ↗
48 IFG Advisory, LLC NEW 1,860 $91K — +0.0% 1Q SEC ↗
49 Atlantic Edge Private Wealth Managemen 1,250 $61K — +0.0% 10Q SEC ↗
50 Farther Finance Advisors, LLC 960 $47K +189 +24.5% 7Q SEC ↗
Biggest Increases (20)
HolderAddedChange %Total Shares
JANE STREET GROUP, LLC +108,682 +150.1% 181,098
LPL Financial LLC +31,297 +5.3% 617,990
MEITAV INVESTMENT HOUSE LTD +26,359 +32.3% 107,964
CWM, LLC +24,971 +177.2% 39,061
Cetera Investment Advisers +8,189 +5.2% 165,492
Sanctuary Advisors, LLC +4,954 +6.2% 85,268
VANCE WEALTH, LLC +2,635 +3.6% 76,270
NORTHWESTERN MUTUAL WEALTH MANAGEME +2,458 +41.9% 8,328
COMMONWEALTH EQUITY SERVICES, LLC +2,329 +24.9% 11,681
Dogwood Wealth Management LLC +2,139 +47.7% 6,622
O'SHAUGHNESSY ASSET MANAGEMENT, LLC +2,096 +8.1% 27,997
RETIREMENT GUYS FORMULA LLC +1,301 +4.6% 29,824
FLYNN ZITO CAPITAL MANAGEMENT, LLC +921 +10.2% 9,959
Equitable Holdings, Inc. +908 +15.7% 6,682
Western Wealth Management, LLC +747 +13.1% 6,437
ENVESTNET ASSET MANAGEMENT INC +500 +3.6% 14,537
Geneos Wealth Management Inc. +434 +6.9% 6,758
Indivisible Partners +376 +6.3% 6,348
Farther Finance Advisors, LLC +189 +24.5% 960
HighTower Advisors, LLC +104 +0.9% 11,583
Biggest Decreases (15)
HolderReducedChange %Total Shares
SUSQUEHANNA INTERNATIONAL GROUP, LL -926,048 -80.6% 223,479
MERCER GLOBAL ADVISORS INC /ADV -19,776 -15.4% 108,597
Elevate Capital Advisors, LLC -8,541 -35.8% 15,335
Steward Partners Investment Advisor -5,525 -36.2% 9,720
Rede Wealth, LLC -3,787 -13.6% 24,100
Wealthspire Advisors, LLC -3,756 -27.3% 10,007
Atria Investments, Inc -1,918 -23.3% 6,309
Ashton Thomas Private Wealth, LLC -1,244 -8.1% 14,030
CAPTRUST FINANCIAL ADVISORS -500 -4.5% 10,622
Cambridge Investment Research Advis -251 -2.3% 10,889
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH -200 -6.2% 3,050
Private Advisor Group, LLC -155 -1.6% 9,656
AdvisorNet Financial, Inc -84 -9.3% 820
Harel Insurance Investments & Finan -62 -0.6% 9,525
OSAIC HOLDINGS, INC. -38 -6.8% 519

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms