Clearstead Advisors’s Franklin Bitcoin ETF EZBC Stock Holding History

Clearstead 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	$196	Buy	+5	New	+$221	﹤0.01%	2171

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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

Clearstead Advisors's EZBC Position: Q1 2026 in Review

Clearstead Advisors opened a new position in Franklin Bitcoin ETF (EZBC) in Q1 2026: 5 shares worth $196. The stake represents ﹤0.01% of the portfolio and ranks #2171 among its holdings.

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

Clearstead Advisors held 5 shares of Franklin Bitcoin ETF worth $196 as of Q1 2026.
Franklin Bitcoin ETF was a new Clearstead Advisors position in Q1 2026.
Franklin Bitcoin ETF made up ﹤0.01% of Clearstead Advisors's portfolio in Q1 2026, its #2171 holding.
81 funds tracked by Wall St. Rank held Franklin Bitcoin ETF as of Q1 2026.

Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.