DOSSIER · 13F Holders · Q3 2026
EZRO

LISTED FDS TR

9 institutions still hold LISTED FDS TR as of Q3 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 53656H751·9 13F holders·last filed Sep 30, 2026
Market cap
—
13F value held
$20M
visible holders
Holders
9
filers reporting
Concentration
85.57%
ONE PLUS ONE WEALTH MANAGEMENT, LLC #1
top holder share
AI Holders Summary · Q3 2026

9 institutions reported EZRO in Q3 2026. ONE PLUS ONE WEALTH MANAGEMENT, LLC leads at 85.6% 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
$17M679K7.19%Q3 2026
02
INDEPENDENT FINANCIAL GROUP, LLC
CIK 0000275484
$935K37K0.02%Q3 2026
03
WORLD EQUITY GROUP, INC.
CIK 0000878770
$796K31K0.33%Q3 2026
04
GTS SECURITIES LLC
CIK 0001452765· Market maker
$477K19K0.01%Q2 2026
05
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$353K13K0.00%Q3 2026
06
CITADEL ADVISORS LLC
CIK 0001423053
$217K8K0.00%Q2 2026
07
WOLFF WIESE MAGANA LLC
CIK 0001832097
$63K2K0.03%Q3 2026
08
UBS Group AG
CIK 0001610520
$46K2K0.00%Q2 2026
09
IFP Advisors, Inc
CIK 0001641866
$9K3620.00%Q3 2026