# LISTED FDS TR (EZRO)

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

- Reporting holders: 8
- Reported value: $22.3M
- 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/) | $16.3M | 638,279 | 7.0% | 2 |
| [WORLD EQUITY GROUP, INC.](https://holderbook.com/funds/878770-world-equity-group-inc/) | $3.7M | 144,787 | 0.8% | 3 |
| [INDEPENDENT FINANCIAL GROUP, LLC](https://holderbook.com/funds/275484-independent-financial-group-llc/) | $1.0M | 39,444 | 0.0% | 1 |
| [GTS SECURITIES LLC](https://holderbook.com/funds/1452765-gts-securities-llc/) | $477.2K | 18,645 | 0.0% | 2 |
| [CITADEL ADVISORS LLC](https://holderbook.com/funds/1423053-citadel-advisors-llc/) | $433.5K | 16,940 | 0.0% | 1 |
| [WEALTH ENHANCEMENT ADVISORY SERVICES, LLC](https://holderbook.com/funds/1632972-wealth-enhancement-advisory-services-llc/) | $321.1K | 12,789 | 0.0% | 1 |
| [UBS Group AG](https://holderbook.com/funds/1610520-ubs-group-ag/) | $45.8K | 1,791 | 0.0% | 2 |
| [IFP Advisors, Inc](https://holderbook.com/funds/1641866-ifp-advisors-inc/) | $9.3K | 362 | 0.0% | 1 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q2 2026 | 8 | $22.3M |
| Q1 2026 | 4 | $21.8M |
| Q4 2025 | 2 | $2.6M |