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Tortoise Investment Management’s Franklin Bitcoin ETF EZBC Stock Holding History

Tortoise Investment Management’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
Q1 		– Sell
-15
Closed -$812 – 848
2024
Q4 		$812 Buy
+15
New +$722 ﹤0.01% 815

Other funds holding EZBC

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
SAM
Stansberry Asset Management Westlake, Texas $973M AUM 21.39% 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
WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
RI
RPTC Inc Jackson, Wyoming $571M AUM 19.82% 1-Year Est. Return
RL
RPO LLC Stamford, Connecticut $32.3M AUM 14.17% 1-Year Est. Return

Tortoise Investment Management's EZBC Position: Q1 2025 in Review

Tortoise Investment Management sold out of Franklin Bitcoin ETF (EZBC) in Q1 2025, closing a stake of 15 shares — an estimated $812 sold.

Tortoise Investment Management first reported a position in EZBC in Q4 2024 and held it in 1 quarter. The position peaked at $812 in Q4 2024. 73 funds tracked by Wall St. Rank hold EZBC as of Q1 2025.

  • Tortoise Investment Management reported no remaining Franklin Bitcoin ETF position as of Q1 2025 after selling out during the quarter.
  • Tortoise Investment Management sold 15 Franklin Bitcoin ETF shares in Q1 2025, an estimated $812.
  • Tortoise Investment Management first reported a position in Franklin Bitcoin ETF in Q4 2024 and held it in 1 quarter.
  • Tortoise Investment Management's Franklin Bitcoin ETF position peaked at $812 in Q4 2024.
  • 73 funds tracked by Wall St. Rank held Franklin Bitcoin ETF as of Q1 2025.

Based on Tortoise Investment Management's 13F filing for Q1 2025, filed 14 May 2025.