Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Franklin Templeton Digital H (EZBC)

73 + Investors. Track Smart Money conviction in EZBC. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -7
Streak
3Q ▼
Buyers last Q
49%

Smart Money Signals — EZBC

Based on 73 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 3 quarters in a row

last 6Q
For 3 consecutive quarters, more hedge funds reduced or closed their EZBC positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 79% of 2.5Y peak

79% of all-time peak
73 funds currently hold this stock — 79% of the 2.5-year high of 92 funds (reached 2025 Q3). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 4% fewer funds vs a year ago

fund count last 6Q
3 fewer hedge funds hold EZBC compared to a year ago (-4% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟠

More sellers than buyers — 49% buying

33 buying34 selling
Last quarter: 34 funds reduced or exited vs 33 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
➡️

Steady new buyers — ~11 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 23 → 22 → 14 → 11. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔄

Mostly new holders — 25% entered in last year

■ 15% conviction (2yr+) ■ 60% medium ■ 25% new
Only 11 funds (15%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.
⚠️

Saturation — most institutions already know this story

17 → 23 → 22 → 14 → 11 new funds/Q
New funds entering each quarter: 23 → 22 → 14 → 11. Far fewer institutions are entering now vs. a year ago. When the pool of potential new buyers shrinks this fast, future price support from institutional inflows weakens significantly.
📊

Mixed cohorts — 15% veterans, 40% new entrants

■ 15% veterans ■ 45% 1-2yr ■ 40% new
Of 73 current holders: 11 (15%) held 2+ years, 33 held 1–2 years, 29 (40%) entered in the past year. Balanced distribution — some institutional memory, some recent momentum buyers.
✅

Strong quality — 33% AUM from major funds

33% from top-100 AUM funds
7 of 73 holders rank in the top 100 by AUM, accounting for 33% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
2.6
out of 10
Low Exit Risk
Exit risk score 2.6/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — EZBC

In 2026 Q2, 33 hedge funds were net buyers of EZBC (11 opened a new position, 22 added to an existing one), while 34 reduced or exited (16 trimmed, 18 sold completely) — a 49% buyer ratio, indicating roughly balanced activity. This extends a 3-quarter selling streak, suggesting sustained institutional caution. 33% of total institutional value in EZBC is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: -7 funds (more exits than new entries). Total institutional holders: 73.

Hedge Fund Ownership: EZBC

How many hedge funds hold EZBC — quarterly history vs. share price
Quarterly hedge fund ownership of EZBC vs. share price

Market Analysis: EZBC

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: EZBC

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

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Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

0 top-rated funds 0 high-conviction
Consensus
0.0
/ 10
breadth
×
Elite
0.3
/ 10
conviction
Hedge Fund Positioning: EZBC
73 + Investors

Track Smart Money conviction in EZBC. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 73 80 -8.75%
13F Shares 2M 3M -30.22%
Total Value $72M $117M -38.74%
New Positions 11 14 -3
Increased Positions 22 31 -9
Closed Positions 18 24 -6
Reduced Positions 16 15 +1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: EZBC

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Valuation Measures Data as of: --

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Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q2)

73 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in EZBC. Verified SEC 13F-HR filings.

QUARTER:
Top 25 EZBC holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Tuttle Capital Management, LLC 0.92% 40,102 $1.4M
2 Vance Wealth, LLC 0.58% 76,270 $2.6M
3 Retirement Guys Formula LLC 0.38% 29,824 $1.0M
4 Elevate Capital Advisors, LLC 0.29% 15,335 $520K
5 Rede Wealth, LLC 0.27% 24,100 $817K
6 RPTC Inc. 0.20% 34,465 $1.2M
7 Oak Barrel Wealth Advisory LLC 0.17% 11,441 $388K
8 FF Advisors,LLC 0.16% 12,500 $424K
9 Sierra Capital LLC 0.11% 33,473 $1.1M
10 Flynn Zito Capital Management, LLC 0.09% 9,959 $338K
11 Dogwood Wealth Management LLC 0.09% 6,622 $225K
12 Abacus Planning Group, Inc. 0.04% 9,469 $321K
13 Abacus Wealth Partners, LLC 0.04% 10,000 $339K
14 Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.03% 3,050 $103K
15 Meitav Investment House Ltd 0.02% 107,964 $3.7M
16 Foster Victor Wealth Advisors, LLC 0.02% 12,432 $464K
17 Eagle Global Advisors LLC 0.02% 19,200 $651K
18 Sanctuary Advisors, LLC 0.01% 85,268 $2.9M
19 Global Retirement Partners, LLC 0.01% 25,643 $870K
20 Indivisible Partners 0.01% 6,348 $215K
21 Ashton Thomas Private Wealth, LLC 0.01% 14,030 $476K
22 Atlantic Edge Private Wealth Management, LLC 0.01% 1,250 $42K
23 WCG Wealth Advisors LLC 0.01% 10,636 $361K
24 Stratos Investment Management, LLC 0.01% 6,779 $230K
25 Western Wealth Management, LLC 0.01% 6,437 $218K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Franklin Templeton Digital H (EZBC)

What does the Smart Money Trend signal show for EZBC?

Selling streak — 3 quarters in a row: For 3 consecutive quarters, more hedge funds reduced or closed their EZBC positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for EZBC?

More sellers than buyers — 49% buying: Last quarter: 34 funds reduced or exited vs 33 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for EZBC holders?

Strong quality — 33% AUM from major funds: 7 of 73 holders rank in the top 100 by AUM, accounting for 33% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held EZBC?

Mostly new holders — 25% entered in last year: Only 11 funds (15%) have held >2 years. The majority of current holders are relatively new to the position. New holders tend to sell faster when prices drop — a shallow conviction base that could amplify any sell-off.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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