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Franklin Bitcoin ETF (EZBC)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
LPL Financial LLC
INCREASED
Shares672,831 from 617,990
Change+54,841 (+9%)
Value$32.5M (+$11.5M)
Filed 2026-11-06
Meitav Investment House LTD
DECREASED
Shares107,689 from 107,964
Change-275 (0%)
Value$5.2M (+$1.5M)
Filed 2026-10-28
Tuttle Capital Management, LLC
INCREASED
Shares81,545 from 40,102
Change+41,443 (+103%)
Value$4.0M (+$2.6M)
Filed 2026-10-21
Kestra Advisory Services, LLC
NEW
Shares65,925
Change+65,925
Value$3.2M
Filed 2026-11-02
Retirement Guys Formula LLC
DECREASED
Shares29,192 from 29,824
Change-632 (-2%)
Value$1.4M (+$398.4K)
Filed 2026-10-26
Convergence Financial, LLC
NEW
Shares28,878
Change+28,878
Value$1.4M
Filed 2026-10-27
Rede Wealth, LLC
DECREASED
Shares21,843 from 24,100
Change-2,257 (-9%)
Value$1.1M (+$237.6K)
Filed 2026-10-22
Eagle Global Advisors LLC
DECREASED
Shares14,000 from 19,200
Change-5,200 (-27%)
Value$676.1K (+$25.0K)
Filed 2026-11-02
FF Advisors,LLC
UNCHANGED
Shares12,500 from 12,500
Change0 (0%)
Value$603.6K (+$179.8K)
Filed 2026-10-21
Foster Victor Wealth Advisors, LLC
DECREASED
Shares12,403 from 12,432
Change-29 (0%)
Value$586.2K (+$122.6K)
Filed 2026-10-21
Commonwealth Equity Services, LLC
INCREASED
Shares11,948 from 11,681
Change+267 (+2%)
Value$577.0K (+$180.9K)
Filed 2026-11-02
Oak Barrel Wealth Advisory LLC
INCREASED
Shares11,528 from 11,441
Change+87 (+1%)
Value$556.7K (+$168.7K)
Filed 2026-11-05
Elevate Capital Advisors, LLC
DECREASED
Shares11,388 from 15,335
Change-3,947 (-26%)
Value$549.9K (+$29.9K)
Filed 2026-11-02
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares10,355 from 10,889
Change-534 (-5%)
Value$500.0K (+$131.0K)
Filed 2026-11-02
Abacus Wealth Partners, LLC
UNCHANGED
Shares10,000 from 10,000
Change0 (0%)
Value$482.9K (+$143.8K)
Filed 2026-11-03
Compound Planning, Inc.
NEW
Shares9,637
Change+9,637
Value$465.4K
Filed 2026-11-05
Abacus Planning Group, Inc.
UNCHANGED
Shares9,469 from 9,469
Change0 (0%)
Value$457.3K (+$136.2K)
Filed 2026-11-02
Harel Insurance Investments & Financial Services Ltd.
DECREASED
Shares9,311 from 9,525
Change-214 (-2%)
Value$450.0K (+$127.0K)
Filed 2026-11-02
Flynn Zito Capital Management, LLC
DECREASED
Shares8,876 from 9,959
Change-1,083 (-11%)
Value$428.6K (+$90.9K)
Filed 2026-11-04
IFP Advisors, Inc
INCREASED
Shares7,649 from 7,621
Change+28 (+0%)
Value$369.4K (+$110.9K)
Filed 2026-10-16
Bank of New York Mellon Corp
NEW
Shares7,612
Change+7,612
Value$367.6K
Filed 2026-11-05
Ashton Thomas Private Wealth, LLC
DECREASED
Shares7,035 from 14,030
Change-6,995 (-50%)
Value$339.7K (-$136.0K)
Filed 2026-11-03
Avior Wealth Management, LLC
NEW
Shares6,218
Change+6,218
Value$300.3K
Filed 2026-10-13
Indivisible Partners
DECREASED
Shares6,066 from 6,348
Change-282 (-4%)
Value$292.9K (+$77.7K)
Filed 2026-10-26
Atria Investments, Inc
DECREASED
Shares5,962 from 6,309
Change-347 (-5%)
Value$287.9K (+$74.0K)
Filed 2026-10-15
First Financial Group Corp
NEW
Shares5,804
Change+5,804
Value$280.3K
Filed 2026-10-22
Glass Jacobson Investment Advisors llc
NEW
Shares5,429
Change+5,429
Value$262.2K
Filed 2026-10-26
Horizon Wealth Management, LLC
NEW
Shares4,806
Change+4,806
Value$232.1K
Filed 2026-11-02
Dogwood Wealth Management LLC
DECREASED
Shares4,617 from 6,622
Change-2,005 (-30%)
Value$223.0K (-$1.6K)
Filed 2026-11-09
IFG Advisory, LLC
UNCHANGED
Shares1,860 from 1,860
Change0 (0%)
Value$89.8K (+$26.7K)
Filed 2026-11-09
Atlantic Edge Private Wealth Management, LLC
UNCHANGED
Shares1,250 from 1,250
Change0 (0%)
Value$60.4K (+$18.0K)
Filed 2026-10-20
Farther Finance Advisors, LLC
UNCHANGED
Shares960 from 960
Change0 (0%)
Value$46.4K (+$13.8K)
Filed 2026-10-08
CX Institutional
UNCHANGED
Shares920 from 920
Change0 (0%)
Value$44 (+$13)
Filed 2026-10-02
Avion Wealth
UNCHANGED
Shares457 from 457
Change0 (0%)
Value$22.0K (+$22.0K)
Filed 2026-11-04
UMB Private Wealth Management, LLC
NEW
Shares431
Change+431
Value$20.8K
Filed 2026-10-19
Costello Asset Management, Inc
UNCHANGED
Shares400 from 400
Change0 (0%)
Value$19.3K (+$5.8K)
Filed 2026-10-30
Fifth Third Bancorp
UNCHANGED
Shares380 from 380
Change0 (0%)
Value$18.4K (+$5.5K)
Filed 2026-11-05
Next Level Wealth Planning, LLC
NEW
Shares375
Change+375
Value$18.1K
Filed 2026-10-29
Central Trust Co
UNCHANGED
Shares290 from 290
Change0 (0%)
Value$14.0K (+$4.2K)
Filed 2026-11-05
Rothwell Investment Advisors, LLC
NEW
Shares236
Change+236
Value$11.4K
Filed 2026-11-06
PNC Financial Services Group, Inc.
UNCHANGED
Shares236 from 236
Change0 (0%)
Value$11.4K (+$3.4K)
Filed 2026-11-06
Markowski Investments
UNCHANGED
Shares154 from 154
Change0 (0%)
Value$7.4K (+$2.2K)
Filed 2026-10-30
Tsfg, LLC
DECREASED
Shares121 from 125
Change-4 (-3%)
Value$6 (+$2)
Filed 2026-10-23
Allworth Financial LP
UNCHANGED
Shares92 from 92
Change0 (0%)
Value$3.1K ($0)
Filed 2026-11-06
Westside Investment Management, Inc.
UNCHANGED
Shares65 from 65
Change0 (0%)
Value$3.1K (+$934)
Filed 2026-11-02
EverSource Wealth Advisors, LLC
DECREASED
Shares44 from 45
Change-1 (-2%)
Value$2.1K (+$582)
Filed 2026-11-04
Meriwether Wealth & Planning, LLC
NEW
Shares20
Change+20
Value$966
Filed 2026-10-13
Clearstead Advisors, LLC
UNCHANGED
Shares5 from 5
Change0 (0%)
Value$242 (+$72)
Filed 2026-11-06
AdvisorNet Financial, Inc
CLOSED
Shares0 from 820
Change-820 (-100%)
Value$0 (-$27.8K)
Filed 2026-10-15
Simplex Trading, LLC
CLOSED
Shares0 from 200
Change-200 (-100%)
Value$0 (-$6.8K)
Filed 2026-11-04
International Assets Investment Management, LLC
CLOSED
Shares0 from 100
Change-100 (-100%)
Value$0 (-$3.5K)
Filed 2026-11-02
Larson Financial Group LLC
CLOSED
Shares0 from 2
Change-2 (-100%)
Value$0 (-$68)
Filed 2026-11-05
Susquehanna International Group, LLP
N/A
Shares— from 223,479
Change-223,479 (-100%)
Value—
Jane Street Group, LLC
N/A
Shares— from 181,098
Change-181,098 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 165,492
Change-165,492 (-100%)
Value—
Mercer Global Advisors Inc
N/A
Shares— from 108,597
Change-108,597 (-100%)
Value—
Sanctuary Advisors, LLC
N/A
Shares— from 85,268
Change-85,268 (-100%)
Value—
Vance Wealth, LLC
N/A
Shares— from 76,270
Change-76,270 (-100%)
Value—
Franklin Resources Inc
N/A
Shares— from 55,029
Change-55,029 (-100%)
Value—
Rptc Inc.
N/A
Shares— from 34,465
Change-34,465 (-100%)
Value—
Sierra Capital LLC
N/A
Shares— from 33,473
Change-33,473 (-100%)
Value—
O'shaughnessy Asset Management, LLC
N/A
Shares— from 27,997
Change-27,997 (-100%)
Value—
Global Retirement Partners, LLC
N/A
Shares— from 25,643
Change-25,643 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 14,537
Change-14,537 (-100%)
Value—
HighTower Advisors, LLC
N/A
Shares— from 11,583
Change-11,583 (-100%)
Value—
WCG Wealth Advisors LLC
N/A
Shares— from 10,636
Change-10,636 (-100%)
Value—
Captrust Financial Advisors
N/A
Shares— from 10,622
Change-10,622 (-100%)
Value—
Wealthspire Advisors, LLC
N/A
Shares— from 10,007
Change-10,007 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 9,720
Change-9,720 (-100%)
Value—
Private Advisor Group, LLC
N/A
Shares— from 9,656
Change-9,656 (-100%)
Value—
Northwestern Mutual Wealth Management Co
N/A
Shares— from 8,328
Change-8,328 (-100%)
Value—
Stratos Investment Management, LLC
N/A
Shares— from 6,779
Change-6,779 (-100%)
Value—
Geneos Wealth Management Inc.
N/A
Shares— from 6,758
Change-6,758 (-100%)
Value—
Equitable Holdings, Inc.
N/A
Shares— from 6,682
Change-6,682 (-100%)
Value—
Western Wealth Management, LLC
N/A
Shares— from 6,437
Change-6,437 (-100%)
Value—
Towarzystwo Funduszy Inwestycyjnych PZU SA
N/A
Shares— from 3,050
Change-3,050 (-100%)
Value—
NewEdge Advisors, LLC
N/A
Shares— from 800
Change-800 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 519
Change-519 (-100%)
Value—
Bessemer Group Inc
N/A
Shares— from 301
Change-301 (-100%)
Value—
Smartleaf Asset Management LLC
N/A
Shares— from 131
Change-131 (-100%)
Value—
Godfrey Financial Associates, Inc.
N/A
Shares— from 90
Change-90 (-100%)
Value—
Wells Fargo & Company
N/A
Shares— from 77
Change-77 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 50
Change-50 (-100%)
Value—
Harborfront Financial Group LLC
N/A
Shares— from 20
Change-20 (-100%)
Value—
Harbour Investments, Inc.
N/A
Shares— from 7
Change-7 (-100%)
Value—
Status
LPL Financial LLC
INCREASED672,831617,990+54,841+9%$21.0M$32.5M+$11.5M2026-11-06
Meitav Investment House LTD
DECREASED107,689107,964-2750%$3.7M$5.2M+$1.5M2026-10-28
Tuttle Capital Management, LLC
INCREASED81,54540,102+41,443+103%$1.4M$4.0M+$2.6M2026-10-21
Kestra Advisory Services, LLC
NEW65,925—+65,925——$3.2M—2026-11-02
Retirement Guys Formula LLC
DECREASED29,19229,824-632-2%$1.0M$1.4M+$398.4K2026-10-26
Convergence Financial, LLC
NEW28,878—+28,878——$1.4M—2026-10-27
Rede Wealth, LLC
DECREASED21,84324,100-2,257-9%$817.2K$1.1M+$237.6K2026-10-22
Eagle Global Advisors LLC
DECREASED14,00019,200-5,200-27%$651.1K$676.1K+$25.0K2026-11-02
FF Advisors,LLC
UNCHANGED12,50012,50000%$423.9K$603.6K+$179.8K2026-10-21
Foster Victor Wealth Advisors, LLC
DECREASED12,40312,432-290%$463.6K$586.2K+$122.6K2026-10-21
Commonwealth Equity Services, LLC
INCREASED11,94811,681+267+2%$396.1K$577.0K+$180.9K2026-11-02
Oak Barrel Wealth Advisory LLC
INCREASED11,52811,441+87+1%$388.0K$556.7K+$168.7K2026-11-05
Elevate Capital Advisors, LLC
DECREASED11,38815,335-3,947-26%$520.0K$549.9K+$29.9K2026-11-02
Cambridge Investment Research Advisors, Inc.
DECREASED10,35510,889-534-5%$369.0K$500.0K+$131.0K2026-11-02
Abacus Wealth Partners, LLC
UNCHANGED10,00010,00000%$339.1K$482.9K+$143.8K2026-11-03
Compound Planning, Inc.
NEW9,637—+9,637——$465.4K—2026-11-05
Abacus Planning Group, Inc.
UNCHANGED9,4699,46900%$321.1K$457.3K+$136.2K2026-11-02
Harel Insurance Investments & Financial Services Ltd.
DECREASED9,3119,525-214-2%$323.0K$450.0K+$127.0K2026-11-02
Flynn Zito Capital Management, LLC
DECREASED8,8769,959-1,083-11%$337.7K$428.6K+$90.9K2026-11-04
IFP Advisors, Inc
INCREASED7,6497,621+28+0%$258.4K$369.4K+$110.9K2026-10-16
Bank of New York Mellon Corp
NEW7,612—+7,612——$367.6K—2026-11-05
Ashton Thomas Private Wealth, LLC
DECREASED7,03514,030-6,995-50%$475.8K$339.7K-$136.0K2026-11-03
Avior Wealth Management, LLC
NEW6,218—+6,218——$300.3K—2026-10-13
Indivisible Partners
DECREASED6,0666,348-282-4%$215.3K$292.9K+$77.7K2026-10-26
Atria Investments, Inc
DECREASED5,9626,309-347-5%$213.9K$287.9K+$74.0K2026-10-15
First Financial Group Corp
NEW5,804—+5,804——$280.3K—2026-10-22
Glass Jacobson Investment Advisors llc
NEW5,429—+5,429——$262.2K—2026-10-26
Horizon Wealth Management, LLC
NEW4,806—+4,806——$232.1K—2026-11-02
Dogwood Wealth Management LLC
DECREASED4,6176,622-2,005-30%$224.6K$223.0K-$1.6K2026-11-09
IFG Advisory, LLC
UNCHANGED1,8601,86000%$63.1K$89.8K+$26.7K2026-11-09
Atlantic Edge Private Wealth Management, LLC
UNCHANGED1,2501,25000%$42.4K$60.4K+$18.0K2026-10-20
Farther Finance Advisors, LLC
UNCHANGED96096000%$32.6K$46.4K+$13.8K2026-10-08
CX Institutional
UNCHANGED92092000%$31$44+$132026-10-02
Avion Wealth
UNCHANGED45745700%$15$22.0K+$22.0K2026-11-04
UMB Private Wealth Management, LLC
NEW431—+431——$20.8K—2026-10-19
Costello Asset Management, Inc
UNCHANGED40040000%$13.6K$19.3K+$5.8K2026-10-30
Fifth Third Bancorp
UNCHANGED38038000%$12.9K$18.4K+$5.5K2026-11-05
Next Level Wealth Planning, LLC
NEW375—+375——$18.1K—2026-10-29
Central Trust Co
UNCHANGED29029000%$9.8K$14.0K+$4.2K2026-11-05
Rothwell Investment Advisors, LLC
NEW236—+236——$11.4K—2026-11-06
PNC Financial Services Group, Inc.
UNCHANGED23623600%$8.0K$11.4K+$3.4K2026-11-06
Markowski Investments
UNCHANGED15415400%$5.2K$7.4K+$2.2K2026-10-30
Tsfg, LLC
DECREASED121125-4-3%$4$6+$22026-10-23
Allworth Financial LP
UNCHANGED929200%$3.1K$3.1K$02026-11-06
Westside Investment Management, Inc.
UNCHANGED656500%$2.2K$3.1K+$9342026-11-02
EverSource Wealth Advisors, LLC
DECREASED4445-1-2%$1.5K$2.1K+$5822026-11-04
Meriwether Wealth & Planning, LLC
NEW20—+20——$966—2026-10-13
Clearstead Advisors, LLC
UNCHANGED5500%$170$242+$722026-11-06
AdvisorNet Financial, Inc
CLOSED0820-820-100%$27.8K$0-$27.8K2026-10-15
Simplex Trading, LLC
CLOSED0200-200-100%$6.8K$0-$6.8K2026-11-04
International Assets Investment Management, LLC
CLOSED0100-100-100%$3.5K$0-$3.5K2026-11-02
Larson Financial Group LLC
CLOSED02-2-100%$68$0-$682026-11-05
Susquehanna International Group, LLP
N/A—223,479-223,479-100%$7.6M———
Jane Street Group, LLC
N/A—181,098-181,098-100%$6.1M———
Cetera Investment Advisers
N/A—165,492-165,492-100%$5.6M———
Mercer Global Advisors Inc
N/A—108,597-108,597-100%$3.7M———
Sanctuary Advisors, LLC
N/A—85,268-85,268-100%$2.9M———
Vance Wealth, LLC
N/A—76,270-76,270-100%$2.6M———
Franklin Resources Inc
N/A—55,029-55,029-100%$1.9M———
Rptc Inc.
N/A—34,465-34,465-100%$1.2M———
Sierra Capital LLC
N/A—33,473-33,473-100%$1.1M———
O'shaughnessy Asset Management, LLC
N/A—27,997-27,997-100%$949.4K———
Global Retirement Partners, LLC
N/A—25,643-25,643-100%$869.6K———
Envestnet Asset Management Inc
N/A—14,537-14,537-100%$493.0K———
HighTower Advisors, LLC
N/A—11,583-11,583-100%$392.8K———
WCG Wealth Advisors LLC
N/A—10,636-10,636-100%$360.7K———
Captrust Financial Advisors
N/A—10,622-10,622-100%$360.2K———
Wealthspire Advisors, LLC
N/A—10,007-10,007-100%$339.3K———
Steward Partners Investment Advisory, LLC
N/A—9,720-9,720-100%$329.6K———
Private Advisor Group, LLC
N/A—9,656-9,656-100%$327.4K———
Northwestern Mutual Wealth Management Co
N/A—8,328-8,328-100%$282.4K———
Stratos Investment Management, LLC
N/A—6,779-6,779-100%$229.9K———
Geneos Wealth Management Inc.
N/A—6,758-6,758-100%$229.2K———
Equitable Holdings, Inc.
N/A—6,682-6,682-100%$226.6K———
Western Wealth Management, LLC
N/A—6,437-6,437-100%$218.3K———
Towarzystwo Funduszy Inwestycyjnych PZU SA
N/A—3,050-3,050-100%$103.4K———
NewEdge Advisors, LLC
N/A—800-800-100%$27.1K———
Osaic Holdings, Inc.
N/A—519-519-100%$17.6K———
Bessemer Group Inc
N/A—301-301-100%$10———
Smartleaf Asset Management LLC
N/A—131-131-100%$4.6K———
Godfrey Financial Associates, Inc.
N/A—90-90-100%$3.1K———
Wells Fargo & Company
N/A—77-77-100%$2.6K———
Tower Research Capital LLC (TRC)
N/A—50-50-100%$1.7K———
Harborfront Financial Group LLC
N/A—20-20-100%$678———
Harbour Investments, Inc.
N/A—7-7-100%$237———
Showing 85 of 85 institutions