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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
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
CWA
Consilium Wealth Advisory Richardson, Texas $293M AUM 26.81% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
VW
Vance Wealth Santa Clarita, California $346M AUM 19.74% 1-Year Est. Return
RRA
Round Rock Advisors Wilton, Connecticut $654M AUM 22.95% 1-Year Est. Return

Global Retirement Partners's EZBC Position: Q4 2025 in Review

Global Retirement Partners increased its Franklin Bitcoin ETF (EZBC) stake by 45% in Q4 2025, buying an estimated $606K and bringing the position to 33,492 shares worth $1.69M. The position accounts for 0.03% of the portfolio, ranked #480.

Global Retirement Partners first reported a position in EZBC in Q1 2024 and has held it in 7 quarters since. 91 funds tracked by Wall St. Rank hold EZBC as of Q4 2025.

  • Global Retirement Partners held 33,492 shares of Franklin Bitcoin ETF worth $1.69M as of Q4 2025.
  • Global Retirement Partners bought 10,467 Franklin Bitcoin ETF shares in Q4 2025, an estimated $606K.
  • Franklin Bitcoin ETF made up 0.03% of Global Retirement Partners's portfolio in Q4 2025, its #480 holding.
  • Global Retirement Partners first reported a position in Franklin Bitcoin ETF in Q1 2024 and has held it in 7 quarters since.
  • 91 funds tracked by Wall St. Rank held Franklin Bitcoin ETF as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.