IWC
EZBC icon

Integrated Wealth Concepts’s Franklin Bitcoin ETF EZBC Stock Holding History

Integrated Wealth Concepts’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 		$95.9K Buy
+2,829
New +$117K ﹤0.01% 2849
2026
Q1 		– Sell
-4,383
Closed -$222K – 2299
2025
Q4 		$222K Sell
4,383
-291
-6% -$16.9K ﹤0.01% 1465
2025
Q3 		$309K Buy
+4,674
New +$310K ﹤0.01% 1609

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

Integrated Wealth Concepts's EZBC Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Franklin Bitcoin ETF (EZBC) in Q2 2026: 2,829 shares worth $95.9K. The stake represents ﹤0.01% of the portfolio and ranks #2849 among its holdings. This is a return to the name: Integrated Wealth Concepts previously reported a position in EZBC as recently as Q4 2025.

Integrated Wealth Concepts first reported a position in EZBC in Q3 2025 and has held it in 3 quarters since. The position peaked at $309K in Q3 2025. 74 funds tracked by Wall St. Rank hold EZBC as of Q2 2026.

  • Integrated Wealth Concepts held 2,829 shares of Franklin Bitcoin ETF worth $95.9K as of Q2 2026.
  • Franklin Bitcoin ETF was a new Integrated Wealth Concepts position in Q2 2026.
  • Franklin Bitcoin ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #2849 holding.
  • Integrated Wealth Concepts first reported a position in Franklin Bitcoin ETF in Q3 2025 and has held it in 3 quarters since.
  • Integrated Wealth Concepts's Franklin Bitcoin ETF position peaked at $309K in Q3 2025.
  • 74 funds tracked by Wall St. Rank held Franklin Bitcoin ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.