Who owns EASY?
Liberty One Defensive Dividend Growth ETF · Liberty
6 institutions reported holding EASY, worth $12.5M, in Form 13F filings for June 30, 2026.
Top 6 institutional holders of EASY
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Liberty One Investment Management, LLC | Libertyville, IL | $11.0M | 412,347 | +182,284 shares |
| Money Concepts Capital Corp. | Palm Beach Gardens, FL | $603K | 22,641 | +3,215 shares |
| Envestnet Asset Management Inc. | Berwyn, PA | $357K | 13,391 | +871 shares |
| GTS Securities LLC | New York, NY | $297K | 11,163 | +3,465 shares |
| Osaic Holdings, Inc. | Scottsdale, AZ | $240K | 9,026 | +3,576 shares |
| UBS Group AG | Zurich, Switzerland | $107 | 4 | New position |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns EASY?
6 institutional managers reported holding EASY in Form 13F filings for June 30, 2026, worth $12.5M in total. The largest reported position was held by Liberty One Investment Management, LLC, at $11.0M.
Did institutions buy or sell EASY last quarter?
Reported 13F value rose 62.2% from March 31, 2026, which includes price moves as well as buying and selling. 1 firms reported a new position and 1 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is EASY ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.