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 Q2	$396K	Buy	11,681 +2,329	+25%	+$96.6K	﹤0.01%	3501
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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return

Vance Wealth Santa Clarita, California $444M AUM 23.83% 1-Year Est. Return

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

Commonwealth Equity Services's EZBC Position: Q2 2026 in Review

Commonwealth Equity Services increased its Franklin Bitcoin ETF (EZBC) stake by 25% in Q2 2026, buying an estimated $96.6K and bringing the position to 11,681 shares worth $396K. The position accounts for ﹤0.01% of the portfolio, ranked #3501.

Commonwealth Equity Services first reported a position in EZBC in Q1 2024 and has held it in 10 quarters since. The position peaked at $773K in Q2 2025. 74 funds tracked by Wall St. Rank hold EZBC as of Q2 2026.

Commonwealth Equity Services held 11,681 shares of Franklin Bitcoin ETF worth $396K as of Q2 2026.
Commonwealth Equity Services bought 2,329 Franklin Bitcoin ETF shares in Q2 2026, an estimated $96.6K.
Franklin Bitcoin ETF made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #3501 holding.
Commonwealth Equity Services first reported a position in Franklin Bitcoin ETF in Q1 2024 and has held it in 10 quarters since.
Commonwealth Equity Services's Franklin Bitcoin ETF position peaked at $773K in Q2 2025.
74 funds tracked by Wall St. Rank held Franklin Bitcoin ETF as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.