# LISTED FDS TR (EZMO)

> Institutional ownership reported to the SEC as of Q2 2026, from Form 13F filings. Source: https://holderbook.com/stocks/EZMO/

- Reporting holders: 7
- Reported value: $10.6M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [ONE PLUS ONE WEALTH MANAGEMENT, LLC](https://holderbook.com/funds/1860132-one-plus-one-wealth-management-llc/) | $5.7M | 212,624 | 2.4% | 2 |
| [WORLD EQUITY GROUP, INC.](https://holderbook.com/funds/878770-world-equity-group-inc/) | $3.9M | 147,129 | 0.9% | 3 |
| [CMC Financial Group](https://holderbook.com/funds/1770940-cmc-financial-group/) | $665.8K | 25,030 | 1.3% | 2 |
| [WEALTH ENHANCEMENT ADVISORY SERVICES, LLC](https://holderbook.com/funds/1632972-wealth-enhancement-advisory-services-llc/) | $317.5K | 12,016 | 0.0% | 1 |
| [UBS Group AG](https://holderbook.com/funds/1610520-ubs-group-ag/) | $32.1K | 1,206 | 0.0% | 2 |
| [ROYAL BANK OF CANADA](https://holderbook.com/funds/1000275-royal-bank-of-canada/) | $10.0K | 391 | 0.0% | 1 |
| [IFP Advisors, Inc](https://holderbook.com/funds/1641866-ifp-advisors-inc/) | $2.5K | 93 | 0.0% | 1 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q2 2026 | 7 | $10.6M |
| Q1 2026 | 5 | $10.5M |
| Q4 2025 | 3 | $3.6M |