Global Retirement Partners’s Franklin Bitcoin ETF EZBC Stock Holding History

Global Retirement Partners’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	$870K	Buy	+25,643	New	+$1.06M	0.01%	803
2025 Q4	$1.69M	Buy	33,492 +10,467	+45%	+$606K	0.03%	480
2025 Q3	$1.52M	Buy	23,025 +7,519	+48%	+$499K	0.03%	419
2025 Q2	$968K	Buy	+15,506	New	+$886K	0.02%	522
2024 Q4	$590K	Buy	10,888 +428	+4%	+$20.6K	0.02%	580
2024 Q3	$385K	Buy	10,460 +180	+2%	+$6.37K	0.01%	711
2024 Q2	$358K	Buy	10,280 +1,540	+18%	+$58.6K	0.01%	698
2024 Q1	$360K	Buy	+8,740	New	+$277K	0.01%	602

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

Global Retirement Partners's EZBC Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Franklin Bitcoin ETF (EZBC) in Q2 2026: 25,643 shares worth $870K. The stake represents 0.01% of the portfolio and ranks #803 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in EZBC as recently as Q4 2025.

Global Retirement Partners first reported a position in EZBC in Q1 2024 and has held it in 8 quarters since. The position peaked at $1.69M in Q4 2025. 74 funds tracked by Wall St. Rank hold EZBC as of Q2 2026.

Global Retirement Partners held 25,643 shares of Franklin Bitcoin ETF worth $870K as of Q2 2026.
Franklin Bitcoin ETF was a new Global Retirement Partners position in Q2 2026.
Franklin Bitcoin ETF made up 0.01% of Global Retirement Partners's portfolio in Q2 2026, its #803 holding.
Global Retirement Partners first reported a position in Franklin Bitcoin ETF in Q1 2024 and has held it in 8 quarters since.
Global Retirement Partners's Franklin Bitcoin ETF position peaked at $1.69M in Q4 2025.
74 funds tracked by Wall St. Rank held Franklin Bitcoin ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.