5 institutions reported holding $21.4M of LISTED FDS TR (EZRO) in SEC 13F filings for 2026-06-30. Largest institutional holders: ONE PLUS ONE WEALTH MANAGEMENT, LLC ($16.3M), WORLD EQUITY GROUP, INC. ($3.7M), INDEPENDENT FINANCIAL GROUP, LLC ($1.0M), WEALTH ENHANCEMENT ADVISORY SERVICES, LLC ($321,122), IFP Advisors, Inc ($9,264). Source: SEC Form 13F.
| 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 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $321,122 | 12,789 | New |
| 5 | IFP Advisors, Inc | $9,264 | 362 | New |
Source: SEC Form 13F filings · as of 2026-06-30