Allworth Financial’s Franklin Bitcoin ETF EZBC Stock Holding History

Allworth Financial’s Portfolio EZBC Stock Details EZBC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.12K	Hold	92	–	–	﹤0.01%	4335
2026 Q1	$3.61K	Hold	92	–	–	﹤0.01%	4133
2025 Q4	$4.66K	Hold	92	–	–	﹤0.01%	3755
2025 Q3	$6.09K	Buy	92 +50	+119%	+$3.32K	﹤0.01%	3439
2025 Q2	$2.62K	Hold	42	–	–	﹤0.01%	3589
2025 Q1	$2.28K	Hold	42	–	–	﹤0.01%	3159
2024 Q4	$2.54K	Buy	+42	New	+$2.02K	﹤0.01%	3067

Other funds holding EZBC

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return

Vance Wealth Santa Clarita, California $444M AUM 23.83% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

TCM

Tuttle Capital Management Riverside, Connecticut $148M AUM 64.07% 1-Year Est. Return

Allworth Financial's EZBC Position: Q2 2026 in Review

Allworth Financial held its Franklin Bitcoin ETF (EZBC) position steady in Q2 2026 at 92 shares worth $3.12K. The position accounts for ﹤0.01% of the portfolio, ranked #4335.

Allworth Financial first reported a position in EZBC in Q4 2024 and has held it in 7 quarters since. The position peaked at $6.09K in Q3 2025. 74 funds tracked by Wall St. Rank hold EZBC as of Q2 2026.

Allworth Financial held 92 shares of Franklin Bitcoin ETF worth $3.12K as of Q2 2026.
Allworth Financial left its Franklin Bitcoin ETF share count unchanged in Q2 2026.
Franklin Bitcoin ETF made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #4335 holding.
Allworth Financial first reported a position in Franklin Bitcoin ETF in Q4 2024 and has held it in 7 quarters since.
Allworth Financial's Franklin Bitcoin ETF position peaked at $6.09K in Q3 2025.
74 funds tracked by Wall St. Rank held Franklin Bitcoin ETF as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.