DOSSIER · 13F Holders · Q2 2026
EZRO

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 53656H751·7 13F holders·last filed Jun 30, 2026
Market cap
13F value held
$22M
visible holders
Holders
7
filers reporting
Concentration
73.50%
ONE PLUS ONE WEALTH MANAGEMENT, LLC #1
top holder share
AI Holders Summary · Q2 2026

7 institutions reported EZRO in Q2 2026. ONE PLUS ONE WEALTH MANAGEMENT, LLC leads at 73.5% 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
$16M638K7.05%Q2 2026
02
WORLD EQUITY GROUP, INC.
CIK 0000878770
$4M145K0.83%Q2 2026
03
INDEPENDENT FINANCIAL GROUP, LLC
CIK 0000275484
$1M39K0.02%Q2 2026
04
GTS SECURITIES LLC
CIK 0001452765· Market maker
$763K30K0.03%Q1 2026
05
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$321K13K0.00%Q2 2026
06
UBS Group AG
CIK 0001610520
$80K3K0.00%Q1 2026
07
IFP Advisors, Inc
CIK 0001641866
$9K3620.00%Q2 2026