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EZBC · Institutional ETF holdings

Browse managers’ reported crypto ETF shares in SEC Form 13F archives. Compare disclosure dates, reporting quarters and position types.

SEC Form 13F datasets · Snapshot checked 2026-10-14 20:36 UTC · Archive period: 2026-06-01 to 2026-08-31 · Bundled source snapshot

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81 matching records · Page 2 of 4

Filings in the source archive: 2026-06-01 through 2026-08-31. Late reports and amendments can describe earlier quarters.

Reported positions from this SEC filing archive only. Filing windows differ from holdings quarter ends. Late filings, later amendments, confidential positions and managers without a 13F report may be absent. Shared discretion can duplicate exposure across managers. Put and call positions are separate from direct shares. Values are as filed, not current market values.

1 filing could not be classified reliably; 3 matching positions were excluded.

Some as-filed summary totals differ from their information tables. Valid position rows remain included and show a source discrepancy note.

Reported institutional crypto ETF positions
FundReporting managerQuarterReported quantityReported value USDPosition / discretionSEC filing
EZBCWCG Wealth Advisors LLCCIK 00018557132026-Q22026-06-3010,636.00$360,668SharesSOLE2026-08-14
EZBCCAPTRUST FINANCIAL ADVISORSCIK 00015120242026-Q22026-06-3010,622.00$360,182SharesSOLE2026-08-13
EZBCWealthspire Advisors, LLCCIK 00016462472026-Q22026-06-3010,007.00$339,338SharesSOLE2026-08-11
EZBCAbacus Wealth Partners, LLCCIK 00019780112026-Q22026-06-3010,000.00$339,100SharesSOLE2026-07-22
EZBCFLYNN ZITO CAPITAL MANAGEMENT, LLCCIK 00018571442026-Q22026-06-309,959.00$337,710SharesSOLE2026-07-24
EZBCSteward Partners Investment Advisory, LLCCIK 00017233972026-Q22026-06-309,720.00$329,605SharesSOLE2026-08-13
EZBCPrivate Advisor Group, LLCCIK 00015677552026-Q22026-06-309,656.00$327,436SharesSOLE2026-07-27
EZBCAbacus Planning Group, Inc.CIK 00016027302026-Q22026-06-309,469.00$321,094SharesSOLE2026-07-20
EZBCNORTHWESTERN MUTUAL WEALTH MANAGEMENT COCIK 0001141802 · Discretion may be shared with another manager2026-Q22026-06-308,328.00$282,402SharesDFND · Shared discretion2026-08-12
EZBCIFP Advisors, IncCIK 00016418662026-Q22026-06-307,621.00$258,428SharesSOLE2026-07-20
EZBCStratos Investment Management, LLCCIK 00017072062026-Q22026-06-306,779.00$229,876SharesSOLE2026-08-11
EZBCGeneos Wealth Management Inc.CIK 00017647542026-Q22026-06-306,758.00$229,164SharesSOLE2026-08-06
EZBCEquitable Holdings, Inc.CIK 0001333986 · Discretion may be shared with another manager2026-Q22026-06-306,682.00$226,587SharesDFND · Shared discretion2026-08-17
EZBCDogwood Wealth Management LLCCIK 0002056922 · As-filed summary totals differ from the information table2026-Q22026-06-306,622.00$224,552SharesSOLE2026-07-06
EZBCWestern Wealth Management, LLCCIK 00017679022026-Q22026-06-306,437.00$218,281SharesSOLE2026-08-14
EZBCIndivisible PartnersCIK 00020984002026-Q22026-06-306,348.00$215,256SharesSOLE2026-08-04
EZBCAtria Investments, IncCIK 00015358652026-Q22026-06-306,309.00$213,938SharesSOLE2026-07-28
EZBCTOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SACIK 00020711702026-Q22026-06-303,050.00$103,426SharesSOLE2026-08-07
EZBCIntegrated Wealth Concepts LLCCIK 00017371092026-Q22026-06-302,829.00$95,931SharesSOLE2026-08-12
EZBCIFG Advisory, LLCCIK 00017283192026-Q22026-06-301,860.00$63,071SharesSOLE2026-08-14
EZBCFRANKLIN RESOURCES INCCIK 0000038777 · Discretion may be shared with another manager2026-Q22026-06-301,343.00$45,541SharesDFND · Shared discretion2026-08-13
EZBCAtlantic Edge Private Wealth Management, LLCCIK 0002011145 · Discretion may be shared with another manager2026-Q22026-06-301,250.00$42,388SharesSOLE · Shared discretion2026-07-23
EZBCFarther Finance Advisors, LLCCIK 00019928252026-Q22026-06-30960.00$32,554SharesSOLE2026-07-17
EZBCAdvisorNet Financial, IncCIK 00014093622026-Q22026-06-30820.00$27,806SharesSOLE2026-07-23
EZBCFRANKLIN RESOURCES INCCIK 0000038777 · Discretion may be shared with another manager2026-Q22026-06-30815.00$27,637SharesDFND · Shared discretion2026-08-13