EZRO — Listed Fds Tr Institutional Holders · Q2 2026
Who owns Listed Fds Tr (EZRO)? 8 institutions reported holding $22.12M in SEC 13F filings for Q2 2026 (period ended 2026-06-30). Largest holders: One Plus One Wealth Management, LLC ($16.3M), World Equity Group, Inc. ($3.7M), Independent Financial Group, LLC ($1.0M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | ONE PLUS ONE WEALTH MANAGEMENT, LLC | $16.3M | 638,279 | Trimmed |
| 2 | WORLD EQUITY GROUP, INC. | $3.7M | 144,787 | Added |
| 3 | INDEPENDENT FINANCIAL GROUP, LLC | $1.0M | 39,444 | New |
| 4 | GTS SECURITIES LLC | $477,163 | 18,645 | Trimmed |
| 5 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $321,122 | 12,789 | New |
| 6 | CITADEL ADVISORS LLC | $216,768 | 8,470 | New |
| 7 | UBS Group AG | $45,835 | 1,791 | Trimmed |
| 8 | IFP Advisors, Inc | $9,264 | 362 | New |
Source: SEC Form 13F filings · as of 2026-06-30