DOSSIER · 13F Holders · Q1 2026Most-boughtAI cap-ex
EZRO

LISTED FDS TR

4 institutions still hold LISTED FDS TR as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 53656H751·4 13F holders·last filed Mar 31, 2026
Market cap
7.9%
vs prior quarter
13F value held
$21M
69.0% inst. owned
of float
Holders
4
+118 QoQ
filers reporting
Activity
+22 / −53
+866 added · −856 reduced
this quarter
Concentration
83.49%
ONE PLUS ONE WEALTH MANAGEMENT, LLC #1
top holder share
AI Holders Summary · Q1 2026

4 institutions reported EZRO in Q1 2026. ONE PLUS ONE WEALTH MANAGEMENT, LLC leads at 83.5% of the visible book. +118 net new institutions vs prior quarter — accumulation reading.

Top holders

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

#HolderValueShares% port.Quarter
01
ONE PLUS ONE WEALTH MANAGEMENT, LLC
CIK 0001860132
$18M683K7.40%Q1 2026
02
WORLD EQUITY GROUP, INC.
CIK 0000878770
$3M107K0.73%Q4 2025
03
GTS SECURITIES LLC
CIK 0001452765· Market maker
$763,18130K0.03%Q1 2026
04
UBS Group AG
CIK 0001610520
$80,1083K0.00%Q1 2026