Envestnet Asset Management
EZBC icon

Envestnet Asset Management’s Franklin Bitcoin ETF EZBC Stock Holding History

Envestnet Asset Management’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 		$493K Buy
14,537
+500
+4% +$20.7K ﹤0.01% 4088
2026
Q1 		$550K Buy
14,037
+3,264
+30% +$144K ﹤0.01% 3865
2025
Q4 		$545K Buy
10,773
+2,526
+31% +$146K ﹤0.01% 3647
2025
Q3 		$546K Buy
8,247
+1,569
+23% +$104K ﹤0.01% 3704
2025
Q2 		$417K Buy
6,678
+1,398
+26% +$79.9K ﹤0.01% 3837
2025
Q1 		$252K Buy
+5,280
New +$285K ﹤0.01% 4024

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

Envestnet Asset Management's EZBC Position: Q2 2026 in Review

Envestnet Asset Management increased its Franklin Bitcoin ETF (EZBC) stake by 3.6% in Q2 2026, buying an estimated $20.7K and bringing the position to 14,537 shares worth $493K. The position accounts for ﹤0.01% of the portfolio, ranked #4088.

Envestnet Asset Management first reported a position in EZBC in Q1 2025 and has held it in 6 quarters since. The position peaked at $550K in Q1 2026. 74 funds tracked by Wall St. Rank hold EZBC as of Q2 2026.

  • Envestnet Asset Management held 14,537 shares of Franklin Bitcoin ETF worth $493K as of Q2 2026.
  • Envestnet Asset Management bought 500 Franklin Bitcoin ETF shares in Q2 2026, an estimated $20.7K.
  • Franklin Bitcoin ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #4088 holding.
  • Envestnet Asset Management first reported a position in Franklin Bitcoin ETF in Q1 2025 and has held it in 6 quarters since.
  • Envestnet Asset Management's Franklin Bitcoin ETF position peaked at $550K in Q1 2026.
  • 74 funds tracked by Wall St. Rank held Franklin Bitcoin ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.