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Ballast Advisors’s Franklin Bitcoin ETF EZBC Stock Holding History

Ballast Advisors’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 		$47K Buy
+1,200
New +$53K 0.01% 225

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

Ballast Advisors's EZBC Position: Q1 2026 in Review

Ballast Advisors opened a new position in Franklin Bitcoin ETF (EZBC) in Q1 2026: 1,200 shares worth $47K. The stake represents 0.01% of the portfolio and ranks #225 among its holdings.

81 funds tracked by Wall St. Rank hold EZBC as of Q1 2026.

  • Ballast Advisors held 1,200 shares of Franklin Bitcoin ETF worth $47K as of Q1 2026.
  • Franklin Bitcoin ETF was a new Ballast Advisors position in Q1 2026.
  • Franklin Bitcoin ETF made up 0.01% of Ballast Advisors's portfolio in Q1 2026, its #225 holding.
  • 81 funds tracked by Wall St. Rank held Franklin Bitcoin ETF as of Q1 2026.

Based on Ballast Advisors's 13F filing for Q1 2026, filed 13 May 2026.