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Franklin Templeton Digital Holdings Trust hedge fund holdings

EZBCCBOE
$48.70-0.22 (-0.45%)as of Oct 2, 2026

Every quarter, large institutional investment managers with over $100M in U.S.-listed assets under management disclose their U.S. equity holdings through 13F filings. Read together, those filings show which businesses professional capital is moving into and out of.

Price vs funds buying and selling

EZBC · close · 13FReported Aug 14, 2026

Price vs funds buying and selling data

Showing the 1Y range: Oct 2, 2025 to Oct 2, 2026. Price (-30.5%). 0 fund reports plotted in this window as 0 markers; nearby trades of the same kind are grouped.

Transactions plotted on the price chart
DateCategoryPersonRoleActionAmountChange in holding
Funds buying · new + increased
Funds selling · reduced + closed
Net buyers vs sellers
Buying = new + increased; selling = reduced + closed. Counts exclude position changes under 5% of the fund's holding last quarter.

Price and fund activity data

Quarterly 13F fund buying and selling activity
QuarterFunds buyingFunds sellingBoughtSoldFilersReported
Q2 20253123$18.3M$6.33M73Aug 14, 2025
Q3 20254017$37.4M$14.9M87Nov 14, 2025
Q4 20253934$23.5M$20.4M86Feb 14, 2026
Q1 20263732$51.3M$8.02M76May 15, 2026
Q2 20262025$8.48M$37.3M68Aug 14, 2026

Quarterly action breakdown

Q2 2026
68 filers
New position
6
$1.76M+51.8K sh
Increased
14
$6.72M+198K sh
Reduced
10
-$32.9M-971K sh
Out / sold
15
-$4.33M-128K sh
Last 4 quarters · free
Reported Aug 14, 2026
FundActionChange in dollarValue% of portfolioReported
Round Rock Advisors LLCSell 100%-$2.14M$00.00%Aug 12, 2026
Meitav Investment House LtdAdded 32.30%+$894K$3.66M0.02%Jul 20, 2026
Oak Barrel Wealth Advisory LLCNew Buy+$388K$388K0.17%Aug 7, 2026
Forefront Wealth Partners, LLCSell 100%-$345K$00.00%Aug 20, 2026
Elevate Capital Advisors, LLCReduce 35.77%-$290K$520K0.29%Jul 31, 2026
Horizon Wealth Management, LLCSell 100%-$259K$00.00%Aug 6, 2026
Csenge Advisory GroupSell 100%-$257K$00.00%Aug 10, 2026
Independent Advisor AllianceSell 100%-$250K$00.00%Aug 12, 2026
Stratos Investment Management, LLCNew Buy+$230K$230K0.01%Aug 11, 2026
First Financial Group CorpSell 100%-$229K$00.00%Jul 15, 2026
Silvia Mccoll Wealth Management, LLCSell 100%-$211K$00.00%Jul 13, 2026
Rede Wealth, LLCReduce 13.58%-$128K$817K0.27%Aug 3, 2026
Vance Wealth, LLCAdded 3.58%+$89.4K$2.59M0.58%Aug 14, 2026
Atria Investments, IncReduce 23.31%-$65K$214K0.00%Jul 28, 2026
IFG Advisory, LLCNew Buy+$63.1K$63.1K0.00%Aug 14, 2026
Cassaday & Co Wealth Management LLCSell 100%-$49.2K$00.00%Aug 10, 2026
Ballast Advisors LLCSell 100%-$47K$00.00%Aug 12, 2026
Retirement Guys Formula LLCAdded 4.56%+$44.1K$1.01M0.38%Jul 30, 2026
Flynn Zito Capital Management, LLCAdded 10.19%+$31.2K$338K0.09%Jul 24, 2026
TopTier Wealth Management, LLCSell 100%-$30.1K$00.00%Jul 14, 2026
Western Wealth Management, LLCAdded 13.13%+$25.3K$218K0.01%Aug 14, 2026
Geneos Wealth Management Inc.Added 6.86%+$14.7K$229K0.00%Aug 6, 2026
Indivisible PartnersAdded 6.30%+$12.8K$215K0.01%Aug 4, 2026
Mather Group, LLC.Sell 100%-$3.45K$00.00%Jul 27, 2026
WCG Wealth Advisors LLCAdded 0.95%+$3.39K$361K0.01%Aug 14, 2026
Harel Insurance Investments & Financial Services Ltd.Reduce 0.65%-$2.1K$323K0.00%Jul 29, 2026
Harborfront Financial Group LLCNew Buy+$678$6780.00%Aug 7, 2026

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