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Round Rock Advisors’s Franklin Bitcoin ETF EZBC Stock Holding History

Round Rock Advisors’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 		$2.14M Buy
54,727
+13,463
+33% +$595K 0.33% 41
2025
Q4 		$2.09M Buy
+41,264
New +$2.39M 0.31% 43

Other funds holding EZBC

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Round Rock Advisors's EZBC Position: Q1 2026 in Review

Round Rock Advisors increased its Franklin Bitcoin ETF (EZBC) stake by 33% in Q1 2026, buying an estimated $595K and bringing the position to 54,727 shares worth $2.14M. The position accounts for 0.33% of the portfolio, ranked #41.

Round Rock Advisors first reported a position in EZBC in Q4 2025 and has held it in 2 quarters since. 81 funds tracked by Wall St. Rank hold EZBC as of Q1 2026.

  • Round Rock Advisors held 54,727 shares of Franklin Bitcoin ETF worth $2.14M as of Q1 2026.
  • Round Rock Advisors bought 13,463 Franklin Bitcoin ETF shares in Q1 2026, an estimated $595K.
  • Franklin Bitcoin ETF made up 0.33% of Round Rock Advisors's portfolio in Q1 2026, its #41 holding.
  • Round Rock Advisors first reported a position in Franklin Bitcoin ETF in Q4 2025 and has held it in 2 quarters since.
  • 81 funds tracked by Wall St. Rank held Franklin Bitcoin ETF as of Q1 2026.

Based on Round Rock Advisors's 13F filing for Q1 2026, filed 15 May 2026.