EZRO LISTED FDS TR
FollowALPHADROID DEFN (fund)
8 managers (8 13F filers) reported a position in EZRO shares at 2026-06-30, 864,567 shares in all. 4 filers opened a position and 0 filers sold out during the quarter.
- Managers
- 8
- 13F filers
- 8
- New
- 4
- Added
- 1
- Reduced
- 3
- Sold out
- 0
- Shares held by filers
- 864,567
Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.
13D and 13G filers
No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.
Insider trades
No Form 4 transaction on this security in the data.
13F holders, Q2 2026
Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| ONE PLUS ONE WEALTH MANAGEMENT, LLC | 638,279 | $16.3M | 7.15% | -44,641 | 13F-HRTimeline |
| WORLD EQUITY GROUP, INC. | 144,787 | $3.71M | 0.83% | +12,384 | 13F-HRTimeline |
| INDEPENDENT FINANCIAL GROUP, LLC | 39,444 | $1.01M | 0.02% | new | 13F-HRTimeline |
| GTS SECURITIES LLC | 18,645 | $477K | 0.01% | -11,060 | 13F-HRTimeline |
| WEALTH ENHANCEMENT ADVISORY SERVICES, L… | 12,789 | $321K | <0.01% | new | 13F-HRTimeline |
| CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC | 8,470 | $217K | <0.01% | new | 13F-HRTimelineGroup |
| UBS Group AGin group UBS Group AG | 1,791 | $45.8K | <0.01% | -1,327 | 13F-HRTimelineGroup |
| IFP Advisors, Inc | 362 | $9.26K | <0.01% | new | 13F-HRTimeline |