Listed Fds Tr (EZRO) institutional ownership
LISTED FDS TR · 13F, 2026Q2
| Managers holding | 8 |
|---|---|
| Shares held | 864,567 |
| Reported value | $22.1m |
| Quarter flows | 4 new, 1 added, 3 trimmed, 0 exited |
Top 8 holders
| Manager | Shares | Value | % of manager's 13F |
|---|---|---|---|
| ONE PLUS ONE WEALTH MANAGEMENT, LLC | 638,279 | $16.3m | 7.0% |
| WORLD EQUITY GROUP, INC. | 144,787 | $3.7m | 0.8% |
| INDEPENDENT FINANCIAL GROUP, LLC | 39,444 | $1.0m | 0.0% |
| GTS SECURITIES LLC | 18,645 | $477,163 | 0.0% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 12,789 | $321,122 | 0.0% |
| CITADEL ADVISORS LLC | 8,470 | $216,768 | 0.0% |
| UBS Group AG | 1,791 | $45,835 | 0.0% |
| IFP Advisors, Inc | 362 | $9,264 | 0.0% |
Every holder, line by line, and the full history since 2013: yf.Client().holders("EZRO"). EZRO price history · All 13F data