DOSSIER · 13F Holders · Q2 2026
EZMO

LISTED FDS TR

7 institutions still hold LISTED FDS TR as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 53656H769·7 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$11M
visible holders
Holders
7
filers reporting
Concentration
53.37%
ONE PLUS ONE WEALTH MANAGEMENT, LLC #1
top holder share
AI Holders Summary · Q2 2026

7 institutions reported EZMO in Q2 2026. ONE PLUS ONE WEALTH MANAGEMENT, LLC leads at 53.4% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
ONE PLUS ONE WEALTH MANAGEMENT, LLC
CIK 0001860132
$6M213K2.44%Q2 2026
02
WORLD EQUITY GROUP, INC.
CIK 0000878770
$4M147K0.88%Q2 2026
03
CMC Financial Group
CIK 0001770940
$666K25K1.29%Q2 2026
04
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$317K12K0.00%Q2 2026
05
UBS Group AG
CIK 0001610520
$32K1K0.00%Q2 2026
06
ROYAL BANK OF CANADA
CIK 0001000275
$10K3910.00%Q2 2026
07
IFP Advisors, Inc
CIK 0001641866
$2K930.00%Q2 2026