CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s Franklin Bitcoin ETF EZBC Stock Holding History

CAPTRUST Financial 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 		$360K Sell
10,622
-500
-4% -$20.7K ﹤0.01% 2434
2026
Q1 		$436K Sell
11,122
-4,881
-31% -$216K ﹤0.01% 2125
2025
Q4 		$810K Buy
16,003
+1,091
+7% +$63.2K ﹤0.01% 1620
2025
Q3 		$987K Buy
14,912
+1,125
+8% +$74.6K ﹤0.01% 1436
2025
Q2 		$861K Buy
13,787
+1,915
+16% +$109K ﹤0.01% 1436
2025
Q1 		$567K Buy
11,872
+950
+9% +$51.3K ﹤0.01% 1579
2024
Q4 		$591K Buy
10,922
+3,250
+42% +$156K ﹤0.01% 1517
2024
Q3 		$282K Sell
7,672
-368
-5% -$13K ﹤0.01% 1910
2024
Q2 		$280K Buy
8,040
+840
+12% +$31.9K ﹤0.01% 1850
2024
Q1 		$297K Buy
+7,200
New +$229K ﹤0.01% 1781

Other funds holding EZBC

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Mercer Global Advisors
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
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return
VW
Vance Wealth Santa Clarita, California $444M AUM 23.83% 1-Year Est. Return
Franklin Resources
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

CAPTRUST Financial Advisors's EZBC Position: Q2 2026 in Review

CAPTRUST Financial Advisors reduced its Franklin Bitcoin ETF (EZBC) stake by 4.5% in Q2 2026, selling an estimated $20.7K and leaving 10,622 shares worth $360K. The position accounts for ﹤0.01% of the portfolio, ranked #2434.

CAPTRUST Financial Advisors first reported a position in EZBC in Q1 2024 and has held it in 10 quarters since. The position peaked at $987K in Q3 2025. 74 funds tracked by Wall St. Rank hold EZBC as of Q2 2026.

  • CAPTRUST Financial Advisors held 10,622 shares of Franklin Bitcoin ETF worth $360K as of Q2 2026.
  • CAPTRUST Financial Advisors sold 500 Franklin Bitcoin ETF shares in Q2 2026, an estimated $20.7K.
  • Franklin Bitcoin ETF made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q2 2026, its #2434 holding.
  • CAPTRUST Financial Advisors first reported a position in Franklin Bitcoin ETF in Q1 2024 and has held it in 10 quarters since.
  • CAPTRUST Financial Advisors's Franklin Bitcoin ETF position peaked at $987K in Q3 2025.
  • 74 funds tracked by Wall St. Rank held Franklin Bitcoin ETF as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.