Cetera Investment Advisers’s Franklin Bitcoin ETF EZBC Stock Holding History

Cetera Investment Advisers’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	$6.16M	Buy	157,303 +15,632	+11%	+$690K	0.01%	1358
2025 Q4	$7.17M	Sell	141,671 -28,207	-17%	-$1.63M	0.01%	1230
2025 Q3	$11.2M	Buy	169,878 +20,376	+14%	+$1.35M	0.01%	918
2025 Q2	$9.33M	Buy	149,502 +14,670	+11%	+$838K	0.02%	864
2025 Q1	$6.44M	Buy	134,832 +8,217	+6%	+$443K	0.01%	970
2024 Q4	$6.86M	Buy	126,615 +120,549	+1,987%	+$5.8M	0.01%	876
2024 Q3	$223K	Buy	+6,066	New	+$215K	﹤0.01%	3303

Other funds holding EZBC

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

Vance Wealth Santa Clarita, California $346M AUM 19.74% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Cetera Investment Advisers's EZBC Position: Q1 2026 in Review

Cetera Investment Advisers increased its Franklin Bitcoin ETF (EZBC) stake by 11% in Q1 2026, buying an estimated $690K and bringing the position to 157,303 shares worth $6.16M. The position accounts for 0.01% of the portfolio, ranked #1358.

Cetera Investment Advisers first reported a position in EZBC in Q3 2024 and has held it in 7 quarters since. The position peaked at $11.2M in Q3 2025. 81 funds tracked by Wall St. Rank hold EZBC as of Q1 2026.

Cetera Investment Advisers held 157,303 shares of Franklin Bitcoin ETF worth $6.16M as of Q1 2026.
Cetera Investment Advisers bought 15,632 Franklin Bitcoin ETF shares in Q1 2026, an estimated $690K.
Franklin Bitcoin ETF made up 0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #1358 holding.
Cetera Investment Advisers first reported a position in Franklin Bitcoin ETF in Q3 2024 and has held it in 7 quarters since.
Cetera Investment Advisers's Franklin Bitcoin ETF position peaked at $11.2M in Q3 2025.
81 funds tracked by Wall St. Rank held Franklin Bitcoin ETF as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.