LIBERTY ONE DEF DIV GROWTH (EASY) Institutional Ownership and Insiders Activity
LIBERTY ONE DEF DIV GROWTH (EASY) is widely held by institutional investors, with 7 firms reporting positions valued at approximately $12.98M based on SEC Form 13F filings for the quarter ended June 30, 2026.
Liberty One Investment Management, Llc is the largest disclosed holder, reporting approximately $10.98M in EASY holdings in its latest filing.
Institutional ownership remains highly concentrated, with Liberty One Investment Management, Llc representing the majority of disclosed value.
Institutional Holders
7
Total Reported Value
$12.98M
Largest Holder
Liberty One Investment Management, Llc
Largest Position
$10.98M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
1
Funds Exiting Positions
2
Top Institutional Owners
View allInvestorReported Balance
- Liberty One Investment Management, Llc$10.98M
- Partners Wealth Management, Llc$1.11M
- Envestnet Asset Management Inc$356,586
- Gts Securities Llc$297,260
- Osaic Holdings, Inc.$240,361