Franklin Bitcoin ETFEZBCETF

13F holders, Q4 2024 (December 31)
63holders +24
26new positions
5sold out
1famous investor
$54.32avg. 13F price*

At the end of Q4 2024, 63 institutions reported holding Franklin Bitcoin ETF (EZBC) in their 13F filings, up 24 from Q3 2024. 26 opened new positions and 5 sold out. The largest holders were Cwm, LLC ($10.9M), Mercer Global Advisors Inc. ($7.1M) and Cetera Investment Advisers ($6.9M). One famous investor held it Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).

Company
Franklin Bitcoin ETF
CUSIP
354921108
Latest filing quarter
Q2 2026

History

Number of 13F holders

020406080100 Q1 2024: 17Q1 2024Q2 2024: 31Q2 2024Q3 2024: 39Q3 2024Q4 2024: 63Q4 2024Q1 2025: 74Q1 2025Q2 2025: 79Q2 2025Q3 2025: 95Q3 2025Q4 2025: 91Q4 2025Q1 2026: 81Q1 2026Q2 2026: 73Q2 2026

Total Exit/New Position Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions26$8.2M
Exits5$887K

All 13F filers, Q3 2024 → Q4 2024: 580,389 shares bought and 781,565 shares sold, net −201,176 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 63 holders

Cwm, LLC 0.05% Add +2781.5% 200,954 $10.9M
Mercer Global Advisors Inc. 0.02% Add +7.4% 131,323 $7.1M
Cetera Investment Advisers 0.01% Add +1987.3% 126,615 $6.9M
LPL Financial LLC 0.00% Add +399.7% 119,153 $6.5M
Jane Street Group, LLC 0.01% Reduce -32.6% 87,505 $4.7M
Franklin Resources Inc. 0.00% Reduce -0.6% 52,469 $2.8M
Wedbush Securities Inc. 0.07% Add +5.0% 35,725 $1.9M
Rede Wealth, LLC 0.61% Reduce -0.7% 29,607 $1.6M
Rpo LLC 2.05% No change 26,700 $1.4M
Retirement Guys Formula LLC 0.72% New 26,223 $1.4M
Flow Traders U.S. LLC 0.05% New 22,502 $1.2M
HighTower Advisors, LLC 0.00% Reduce -10.3% 21,532 $1.2M
Wealthspire Advisors, LLC 0.01% New 21,254 $1.2M
StoneX Group Inc. 0.06% New 20,425 $1.1M
Sierra Capital LLC 0.13% No change 19,939 $1.1M
Sanctuary Advisors, LLC 0.01% Add +7.7% 16,863 $1.0M
Virtu Financial LLC 0.05% Reduce -22.7% 17,824 $965K
Zacks Investment Management 0.01% Add +8.9% 15,757 $853K
Foster Victor Wealth Advisors, LLC 0.06% New 12,375 $753K
Atlantic Edge Private Wealth Management, LLC 0.23% Reduce -8.2% 13,450 $728K
Commonwealth Equity Services, LLC 0.00% Reduce -4.0% 13,329 $722K
Elevate Capital Advisors, LLC 0.59% — 12,374 $670K
Powell Investment Advisors, LLC 0.31% Add +11.1% 12,336 $668K
Captrust Financial Advisors 0.00% Add +42.4% 10,922 $591K
Global Retirement Partners, LLC 0.02% Add +4.1% 10,888 $590K
Susquehanna International Group, LLP 0.00% Reduce -98.5% 10,586 $573K
Capstone Financial Advisors, Inc. 0.03% Reduce -3.9% 10,000 $542K
Cambridge Investment Research Advisors, Inc. 0.00% New 9,533 $516K
Private Advisor Group, LLC 0.00% Add +32.1% 8,039 $435K
Renaissance Technologies 0.00% Reduce -13.7% 8,029 $435K
CreativeOne Wealth, LLC 0.01% Add +14.2% 7,326 $397K
Eagle Global Advisors LLC 0.02% New 6,900 $374K
Horizon Wealth Management, LLC 0.06% New 6,418 $348K
Drive Wealth Management, LLC 0.07% New 5,000 $271K
Flynn Zito Capital Management, LLC 0.12% New 4,840 $262K
First Financial Group Corp 0.25% — 4,135 $224K
James J. Burns & Company, LLC 0.04% New 3,887 $210K
Atlas Private Wealth Advisors 0.03% New 3,850 $208K
Empowered Funds, LLC 0.00% New 3,324 $180K
Larson Financial Group LLC 0.01% Add +2.6% 2,679 $145K
Geneos Wealth Management Inc. 0.00% New 883 $48K
AdvisorNet Financial, Inc 0.00% Add +35.4% 860 $47K
Caitlin John, LLC 0.02% Reduce -22.0% 581 $31K
Van Hulzen Asset Management, LLC 0.00% New 550 $30K
Signaturefd, LLC 0.00% Add +6.9% 464 $25K
Avion Wealth 0.01% No change 457 $24K
Semmax Financial Advisors Inc. 0.01% New 365 $20K
CENTRAL TRUST Co 0.00% New 290 $16K
PNC Financial Services Group, Inc. 0.00% New 236 $13K
Golden State Wealth Management, LLC 0.00% — 135 $7K
Farther Finance Advisors, LLC 0.00% New 135 $7K
Westside Investment Management, Inc. 0.00% New 65 $4K
Toth Financial Advisory Corp. 0.00% New 50 $3K
JPMorgan Chase & Co. 0.00% New 50 $3K
Allworth Financial LP 0.00% New 42 $3K
Innovative Advisory Group, LLC 0.00% — 30 $2K
Caldwell Sutter Capital, Inc. 0.00% Reduce -33.3% 20 $1K
SWAN Capital LLC 0.00% No change 20 $1K
Tortoise Investment Management, LLC 0.00% New 15 $812
Harbour Investments, Inc. 0.00% No change 7 $379
EverSource Wealth Advisors, LLC 0.00% New 3 $162
Wells Fargo & Company 0.00% Add +100.0% 2 $92
Sanctuary Wealth Management, L.L.C. 0.00% No change 1 $32

"% of holder's portfolio" is EZBC's weight in each manager's 13F, not the share of Franklin Bitcoin ETF the manager owns.