EZMO — Listed Fds Tr Institutional Holders · Q2 2026
Who owns Listed Fds Tr (EZMO)? 8 institutions reported holding $10.60M in SEC 13F filings for Q2 2026 (period ended 2026-06-30). Largest holders: One Plus One Wealth Management, LLC ($5.7M), World Equity Group, Inc. ($3.9M), CMC Financial Group ($665,783).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | ONE PLUS ONE WEALTH MANAGEMENT, LLC | $5.7M | 212,624 | Trimmed |
| 2 | WORLD EQUITY GROUP, INC. | $3.9M | 147,129 | Added |
| 3 | CMC Financial Group | $665,783 | 25,030 | Added |
| 4 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $317,458 | 12,016 | New |
| 5 | UBS Group AG | $32,078 | 1,206 | Trimmed |
| 6 | Royal Bank of Canada | $10,000 | 391 | New |
| 7 | IFP Advisors, Inc | $2,474 | 93 | New |
| 8 | GTS SECURITIES LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30