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Atria Investments’s Franklin Bitcoin ETF EZBC Stock Holding History

Atria Investments’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
Q1 		$322K Buy
8,227
+3,543
+76% +$156K ﹤0.01% 1711
2025
Q4 		$237K Buy
4,684
+1,396
+42% +$80.9K ﹤0.01% 1880
2025
Q3 		$218K Buy
+3,288
New +$218K ﹤0.01% 1902

Other funds holding EZBC

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
VW
Vance Wealth Santa Clarita, California $346M AUM 19.74% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
RRA
Round Rock Advisors Wilton, Connecticut $654M AUM 22.95% 1-Year Est. Return

Atria Investments's EZBC Position: Q1 2026 in Review

Atria Investments increased its Franklin Bitcoin ETF (EZBC) stake by 76% in Q1 2026, buying an estimated $156K and bringing the position to 8,227 shares worth $322K. The position accounts for ﹤0.01% of the portfolio, ranked #1711.

Atria Investments first reported a position in EZBC in Q3 2025 and has held it in 3 quarters since. 81 funds tracked by Wall St. Rank hold EZBC as of Q1 2026.

  • Atria Investments held 8,227 shares of Franklin Bitcoin ETF worth $322K as of Q1 2026.
  • Atria Investments bought 3,543 Franklin Bitcoin ETF shares in Q1 2026, an estimated $156K.
  • Franklin Bitcoin ETF made up ﹤0.01% of Atria Investments's portfolio in Q1 2026, its #1711 holding.
  • Atria Investments first reported a position in Franklin Bitcoin ETF in Q3 2025 and has held it in 3 quarters since.
  • 81 funds tracked by Wall St. Rank held Franklin Bitcoin ETF as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.