Commonwealth Equity Services’s Franklin Bitcoin ETF EZBC Stock Holding History

Commonwealth Equity Services’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	$367K	Buy	9,352 +1,710	+22%	+$75.5K	﹤0.01%	3498
2025 Q4	$387K	Buy	7,642 +467	+7%	+$27.1K	﹤0.01%	3417
2025 Q3	$475K	Sell	7,175 -5,216	-42%	-$346K	﹤0.01%	3217
2025 Q2	$773K	Sell	12,391 -1,822	-13%	-$104K	﹤0.01%	2790
2025 Q1	$679K	Buy	14,213 +884	+7%	+$47.7K	﹤0.01%	2785
2024 Q4	$722K	Sell	13,329 -562	-4%	-$27K	﹤0.01%	2665
2024 Q3	$511K	Buy	13,891 +8	+0.1%	+$283	﹤0.01%	2878
2024 Q2	$483K	Buy	13,883 +822	+6%	+$31.3K	﹤0.01%	2859
2024 Q1	$538K	Buy	+13,061	New	+$415K	﹤0.01%	2756

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

Commonwealth Equity Services's EZBC Position: Q1 2026 in Review

Commonwealth Equity Services increased its Franklin Bitcoin ETF (EZBC) stake by 22% in Q1 2026, buying an estimated $75.5K and bringing the position to 9,352 shares worth $367K. The position accounts for ﹤0.01% of the portfolio, ranked #3498.

Commonwealth Equity Services first reported a position in EZBC in Q1 2024 and has held it in 9 quarters since. The position peaked at $773K in Q2 2025. 81 funds tracked by Wall St. Rank hold EZBC as of Q1 2026.

Commonwealth Equity Services held 9,352 shares of Franklin Bitcoin ETF worth $367K as of Q1 2026.
Commonwealth Equity Services bought 1,710 Franklin Bitcoin ETF shares in Q1 2026, an estimated $75.5K.
Franklin Bitcoin ETF made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q1 2026, its #3498 holding.
Commonwealth Equity Services first reported a position in Franklin Bitcoin ETF in Q1 2024 and has held it in 9 quarters since.
Commonwealth Equity Services's Franklin Bitcoin ETF position peaked at $773K in Q2 2025.
81 funds tracked by Wall St. Rank held Franklin Bitcoin ETF as of Q1 2026.

Based on Commonwealth Equity Services's 13F filing for Q1 2026, filed 27 Apr 2026.