LISTED FDS TR (EZMO)
Institutional ownership reported to the SEC as of Q2 2026, across 3 quarters.
7
Reporting holders
$10.6M
Reported value
0.0%
Held as options
+2
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| ONE PLUS ONE WEALTH MANAGEMENT, LLC | $5.7M | 212,624 | 2.44% | 2q | -3.4%-$202.1K |
| WORLD EQUITY GROUP, INC. | $3.9M | 147,129 | 0.88% | 3q | +7.6%+$275.3K |
| CMC Financial Group | $665.8K | 25,030 | 1.29% | 2q | HELD |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $317.5K | 12,016 | 0.00% | new | NEW |
| UBS Group AG | $32.1K | 1,206 | 0.00% | 2q | -16.3%-$6.3K |
| ROYAL BANK OF CANADA | $10.0K | 391 | 0.00% | new | NEW |
| IFP Advisors, Inc | $2.5K | 93 | 0.00% | new | NEW |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 7 | $10.6M | 398,489 | 3 | 1 | 2 | 0.0% |
| Q1 2026 | 5 | $10.5M | 391,384 | 3 | 1 | 1 | 0.0% |
| Q4 2025 | 3 | $3.6M | 134,879 | 3 | 0 | 0 | 0.0% |