LIBERTY ONE DEF DIV GROWTH (EASY) Institutional Ownership Changes & 13F Activity
LIBERTY ONE DEF DIV GROWTH (EASY). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Liberty One Investment Management, Llc, Money Concepts Capital Corp, Jane Street Group, Llc, Osaic Holdings, Inc., and Gts Securities Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Envestnet Asset Management Inc | Buy | +871 | +7.0% | 13,391 | $356.59K | Q2 2026 | Sep 23, 2026 |
| Osaic Holdings, Inc. | Buy | +3,576 | +65.6% | 9,026 | $240.36K | Q2 2026 | Aug 14, 2026 |
| Gts Securities Llc | Buy | +3,465 | +45.0% | 11,163 | $297.26K | Q2 2026 | Aug 14, 2026 |
| Liberty One Investment Management, Llc | Buy | +182,284 | +79.2% | 412,347 | $10.98M | Q2 2026 | Aug 13, 2026 |
| Ubs Group Ag | Buy | +4 | — | 4 | $107.00 | Q2 2026 | Aug 13, 2026 |
| Jane Street Group, Llc | Sell | -14,133 | -100.0% | 0 | $0.00 | Q2 2026 | May 12, 2026 |
| Money Concepts Capital Corp | Sell | -19,426 | -100.0% | 0 | $0.00 | Q2 2026 | Apr 30, 2026 |
Frequently asked questions about EASY activity
Which institutional owners are buying EASY?
Institutional owners buying EASY include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in EASY activity?
"Buy" means an investor increased their reported position in EASY compared to the prior reporting period. This reflects growing exposure to LIBERTY ONE DEF DIV GROWTH (EASY) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in EASY increasing?
Institutional interest in EASY can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.