LPL Financial
EZBC icon

LPL Financial’s Franklin Bitcoin ETF EZBC Stock Holding History

LPL Financial’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
Q1 		$23M Buy
586,693
+51,631
+10% +$2.28M 0.01% 1367
2025
Q4 		$27.1M Buy
535,062
+7,115
+1% +$412K 0.01% 1204
2025
Q3 		$35M Buy
527,947
+222,327
+73% +$14.7M 0.01% 1017
2025
Q2 		$19.1M Buy
305,620
+90,805
+42% +$5.19M 0.01% 1290
2025
Q1 		$10.3M Buy
214,815
+95,662
+80% +$5.16M ﹤0.01% 1583
2024
Q4 		$6.45M Buy
119,153
+95,309
+400% +$4.59M ﹤0.01% 1859
2024
Q3 		$878K Buy
+23,844
New +$843K ﹤0.01% 3512

Other funds holding EZBC

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
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
VW
Vance Wealth Santa Clarita, California $346M AUM 19.74% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
RRA
Round Rock Advisors Wilton, Connecticut $654M AUM 22.95% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

LPL Financial's EZBC Position: Q1 2026 in Review

LPL Financial increased its Franklin Bitcoin ETF (EZBC) stake by 9.6% in Q1 2026, buying an estimated $2.28M and bringing the position to 586,693 shares worth $23M. The position accounts for 0.01% of the portfolio, ranked #1367.

LPL Financial first reported a position in EZBC in Q3 2024 and has held it in 7 quarters since. The position peaked at $35M in Q3 2025. 81 funds tracked by Wall St. Rank hold EZBC as of Q1 2026.

  • LPL Financial held 586,693 shares of Franklin Bitcoin ETF worth $23M as of Q1 2026.
  • LPL Financial bought 51,631 Franklin Bitcoin ETF shares in Q1 2026, an estimated $2.28M.
  • Franklin Bitcoin ETF made up 0.01% of LPL Financial's portfolio in Q1 2026, its #1367 holding.
  • LPL Financial first reported a position in Franklin Bitcoin ETF in Q3 2024 and has held it in 7 quarters since.
  • LPL Financial's Franklin Bitcoin ETF position peaked at $35M in Q3 2025.
  • 81 funds tracked by Wall St. Rank held Franklin Bitcoin ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.