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Disclosery

EZBC FRANKLIN TEMPLETON DIGITAL H

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BITCOIN ETF SHS (fund), issuer CIK 1992870

65 managers (65 13F filers) reported a position in EZBC shares at 2024-12-31, 1,177,851 shares in all. 26 filers opened a position and 5 filers sold out during the quarter.

Managers
65
13F filers
65
New
26
Added
16
Reduced
12
Sold out
5
Shares held by filers
1,177,851

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
CWM, LLCin group CWM, LLC200,954$10.9M0.05%+193,98013F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV131,323$7.11M0.02%+9,04513F-HRTimeline
Cetera Investment Advisers126,615$6.86M0.01%+120,54913F-HRTimeline
LPL Financial LLC119,153$6.45M<0.01%+95,30913F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC87,505$4.74M0.01%-42,28813F-HRTimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources52,469$2.84M<0.01%-29013F-HRTimelineGroup
WEDBUSH SECURITIES INC35,725$1.94M0.07%+1,70513F-HRTimeline
Rede Wealth, LLC29,607$1.6M0.61%-21513F-HRTimeline
RPO LLC26,700$1.45M1.89%013F-HRTimeline
RETIREMENT GUYS FORMULA LLC26,223$1.42M0.72%new13F-HRTimeline
FLOW TRADERS U.S. LLC22,502$1.22M0.05%new13F-HRTimeline
HighTower Advisors, LLC21,532$1.17M<0.01%-2,46513F-HRTimeline
Wealthspire Advisors, LLC21,254$1.15M0.01%new13F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.20,425$1.11M0.06%new13F-HR/ATimelineGroup
Sierra Capital LLC19,939$1.08M0.13%013F-HRTimeline
Sanctuary Advisors, LLC16,863$1.03M0.01%+1,20113F-HRTimeline
Virtu Financial LLCin group Virtu Financial LLC17,824$965K0.05%-5,24513F-HRTimelineGroup
ZACKS INVESTMENT MANAGEMENT15,757$853K0.01%+1,29013F-HRTimeline
Foster Victor Wealth Advisors, LLC12,375$753K0.06%new13F-HRTimeline
Atlantic Edge Private Wealth Management…13,450$728K0.23%-1,20013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC13,329$722K<0.01%-56213F-HRTimeline
Elevate Capital Advisors, LLC12,374$670K0.59%13F-HRTimeline
Powell Investment Advisors, LLC12,336$668K0.31%+1,23013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS10,922$591K<0.01%+3,25013F-HRTimeline
Global Retirement Partners, LLC10,888$590K0.02%+42813F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…10,586$573K<0.01%-703,66313F-HRTimelineGroup
Capstone Financial Advisors, Inc.10,000$542K0.03%-40013F-HRTimeline
Cambridge Investment Research Advisors,…9,533$516K<0.01%new13F-HRTimeline
Private Advisor Group, LLC8,039$435K<0.01%+1,95413F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC8,029$435K<0.01%-1,27113F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC7,326$397K0.01%+91013F-HRTimelineGroup
EAGLE GLOBAL ADVISORS LLC6,900$374K0.02%new13F-HRTimeline
Horizon Wealth Management, LLC6,418$348K0.06%new13F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC5,000$271K0.07%new13F-HRTimeline
FLYNN ZITO CAPITAL MANAGEMENT, LLC4,840$262K0.12%new13F-HRTimeline
First Financial Group Corp4,135$224K0.25%13F-HRTimeline
James J. Burns & Company, LLC3,887$210K0.04%new13F-HRTimeline
Atlas Private Wealth Advisors3,850$208K0.03%new13F-HRTimeline
Empowered Funds, LLC3,324$180K<0.01%new13F-HRTimeline
Larson Financial Group LLC2,679$145K0.01%+6713F-HRTimeline
Geneos Wealth Management Inc.883$47.8K<0.01%new13F-HRTimeline
AdvisorNet Financial, Inc860$46.6K<0.01%+22513F-HRTimeline
Caitlin John, LLC581$31.5K0.02%-16413F-HRTimeline
Van Hulzen Asset Management, LLC550$29.8K<0.01%new13F-HRTimeline
SIGNATUREFD, LLC464$25.1K<0.01%+3013F-HRTimeline
Avion Wealth457$24K0.01%013F-HRTimeline
Semmax Financial Advisors Inc.365$20.4K0.01%new13F-HRTimeline
CENTRAL TRUST Co290$15.7K<0.01%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…236$12.8K<0.01%new13F-HRTimelineGroup
Golden State Wealth Management, LLC135$7.31K<0.01%13F-HRTimeline
Farther Finance Advisors, LLC135$7.31K<0.01%new13F-HRTimeline
Westside Investment Management, Inc.65$3.52K<0.01%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO50$2.71K<0.01%new13F-HRTimelineGroup
TOTH FINANCIAL ADVISORY CORP50$2.71K<0.01%new13F-HRTimeline
Allworth Financial LP42$2.54K<0.01%new13F-HRTimeline
Innovative Advisory Group, LLC30$1.62K<0.01%13F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.20$1.08K<0.01%-1013F-HRTimeline
SWAN Capital LLC20$1.08K<0.01%013F-HRTimeline
Tortoise Investment Management, LLC15$812<0.01%new13F-HR/ATimeline
HARBOUR INVESTMENTS, INC.7$379<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…3$162<0.01%new13F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN2$92<0.01%+113F-HRTimelineGroup
Sanctuary Wealth Management, L.L.C.1$32<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
Activest Wealth Management0$00%new13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.