4 institutions reported holding $9.9M of LISTED FDS TR (EZMO) in SEC 13F filings for 2026-06-30. Largest institutional holders: ONE PLUS ONE WEALTH MANAGEMENT, LLC ($5.7M), WORLD EQUITY GROUP, INC. ($3.9M), WEALTH ENHANCEMENT ADVISORY SERVICES, LLC ($317,458), IFP Advisors, Inc ($2,474). Source: SEC Form 13F.
| 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 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $317,458 | 12,016 | New |
| 4 | IFP Advisors, Inc | $2,474 | 93 | New |
Source: SEC Form 13F filings · as of 2026-06-30