Who owns EZMO?
Alphadroid Broad Markets Momentum ETF · Alphadroid
7 institutions reported holding EZMO, worth $10.6M, in Form 13F filings for June 30, 2026.
Top 7 institutional holders of EZMO
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| One Plus One Wealth Management, LLC | Jupiter, FL | $5.7M | 212,624 | −7,597 shares |
| World Equity Group, Inc. | Schaumburg, IL | $3.9M | 147,129 | +10,351 shares |
| CMC Financial Group | Atlanta, GA | $666K | 25,030 | +26 shares |
| Wealth Enhancement Advisory Services, LLC | Plymouth, MN | $317K | 12,016 | New position |
| UBS Group AG | Zurich, Switzerland | $32K | 1,206 | −235 shares |
| Royal Bank of Canada | Toronto, Ontario, Canada | $10K | 391 | New position |
| IFP Advisors, Inc | Tampa, FL | $2K | 93 | 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 EZMO?
7 institutional managers reported holding EZMO in Form 13F filings for June 30, 2026, worth $10.6M in total. The largest reported position was held by One Plus One Wealth Management, LLC, at $5.7M.
Did institutions buy or sell EZMO last quarter?
Reported 13F value rose 1.1% from March 31, 2026, which includes price moves as well as buying and selling. 3 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 EZMO 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.