Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s Franklin Bitcoin ETF EZBC Stock Holding History

Cambridge Investment Research 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
Q2 		$369K Sell
10,889
-251
-2% -$10.4K ﹤0.01% 3017
2026
Q1 		$437K Sell
11,140
-2,804
-20% -$124K ﹤0.01% 2925
2025
Q4 		$706K Buy
13,944
+2,674
+24% +$155K ﹤0.01% 2413
2025
Q3 		$746K Sell
11,270
-10,003
-47% -$663K ﹤0.01% 2296
2025
Q2 		$1.33M Buy
21,273
+12,480
+142% +$713K ﹤0.01% 1726
2025
Q1 		$420K Sell
8,793
-740
-8% -$39.9K ﹤0.01% 2596
2024
Q4 		$516K Buy
+9,533
New +$459K ﹤0.01% 2406

Other funds holding EZBC

ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return
FVWA
Foster Victor Wealth Advisors Greenville, South Carolina $1.9B AUM 24.46% 1-Year Est. Return
FA
FF Advisors Manhattan Beach, California $267M AUM 22.35% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return
FZCM
Flynn Zito Capital Management Garden City, New York $368M AUM 37.57% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
APG
Abacus Planning Group Columbia, South Carolina $809M AUM 21.71% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Cambridge Investment Research Advisors's EZBC Position: Q2 2026 in Review

Cambridge Investment Research Advisors reduced its Franklin Bitcoin ETF (EZBC) stake by 2.3% in Q2 2026, selling an estimated $10.4K and leaving 10,889 shares worth $369K. The position accounts for ﹤0.01% of the portfolio, ranked #3017.

Cambridge Investment Research Advisors first reported a position in EZBC in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.33M in Q2 2025. 22 funds tracked by Wall St. Rank hold EZBC as of Q2 2026.

  • Cambridge Investment Research Advisors held 10,889 shares of Franklin Bitcoin ETF worth $369K as of Q2 2026.
  • Cambridge Investment Research Advisors sold 251 Franklin Bitcoin ETF shares in Q2 2026, an estimated $10.4K.
  • Franklin Bitcoin ETF made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #3017 holding.
  • Cambridge Investment Research Advisors first reported a position in Franklin Bitcoin ETF in Q4 2024 and has held it in 7 quarters since.
  • Cambridge Investment Research Advisors's Franklin Bitcoin ETF position peaked at $1.33M in Q2 2025.
  • 22 funds tracked by Wall St. Rank held Franklin Bitcoin ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.