Who owns EZRO?
Alphadroid Defensive Sector Rotation ETF · Alphadroid
8 institutions reported holding EZRO, worth $22.1M, in Form 13F filings for June 30, 2026.
Top 8 institutional holders of EZRO
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| One Plus One Wealth Management, LLC | Jupiter, FL | $16.3M | 638,279 | −44,641 shares |
| World Equity Group, Inc. | Schaumburg, IL | $3.7M | 144,787 | +12,384 shares |
| Independent Financial Group, LLC | San Diego, CA | $1.0M | 39,444 | New position |
| GTS Securities LLC | New York, NY | $477K | 18,645 | −11,060 shares |
| Wealth Enhancement Advisory Services, LLC | Plymouth, MN | $321K | 12,789 | New position |
| Citadel Advisors LLC | Miami, FL | $217K | 8,470 | New position |
| UBS Group AG | Zurich, Switzerland | $46K | 1,791 | −1,327 shares |
| IFP Advisors, Inc | Tampa, FL | $9K | 362 | 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 EZRO?
8 institutional managers reported holding EZRO in Form 13F filings for June 30, 2026, worth $22.1M in total. The largest reported position was held by One Plus One Wealth Management, LLC, at $16.3M.
Did institutions buy or sell EZRO last quarter?
Reported 13F value rose 1.5% from March 31, 2026, which includes price moves as well as buying and selling. 4 firms reported a new position and 0 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 EZRO 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.