EZMO Institutional Ownership & Shareholders
ALPHADROID B MARK MOM ETF (EZMO) is currently held by 7 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $5.46M based on the latest available SEC Form 13F filings for the quarter ended September 30, 2026.
One Plus One Wealth Management, Llc is currently the largest disclosed institutional shareholder of EZMO tracked by InsiderSet, reporting ownership valued at approximately $3.67M in its September 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $3.46M, representing an estimated loss of -5.52% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed EZMO value among the investors covered in this analysis. Major shareholders include One Plus One Wealth Management, Llc, World Equity Group, Inc., Cmc Financial Group, and several other long-term asset managers with concentrated positions in ALPHADROID B MARK MOM ETF (EZMO).
This page ranks the largest institutional EZMO shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
7
Total Reported Value
$5.46M
Largest Holder
One Plus One Wealth Management, Llc
Largest Position
$3.67M
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
9
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| One Plus One Wealth Management, Llc | 1.55% | 136,942 | $3,666,513 | $3,464,249 | -$202,264 | -5.52% | |
| World Equity Group, Inc. | 0.29% | 26,012 | $696,450 | $658,031 | -$38,419 | -5.52% | |
| Cmc Financial Group | 1.29% | 25,030 | $665,783 | $633,189 | -$32,594 | -4.90% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 14,469 | $388,903 | $366,025 | -$22,878 | -5.88% | |
| Ubs Group Ag | 0.00% | 1,206 | $32,078 | $30,508 | -$1,570 | -4.89% | |
| Royal Bank Of Canada | 0.00% | 391 | $10,000 | $9,891 | -$109 | -1.09% | |
| Ifp Advisors, Inc | 0.00% | 93 | $2,490 | $2,353 | -$137 | -5.52% |
Frequently asked questions about EZMO
Who are the largest institutional holders of EZMO?
The largest institutional holders of EZMO reported in the latest SEC Form 13F filings include One Plus One Wealth Management, Llc, World Equity Group, Inc., Cmc Financial Group, Wealth Enhancement Advisory Services, Llc, and Ubs Group Ag. InsiderSet ranks institutional holders by their latest reported EZMO position.
What is EZMO institutional ownership?
This page tracks EZMO positions reported by institutional investment managers through SEC Form 13F. ALPHADROID B MARK MOM ETF (EZMO) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own EZMO?
InsiderSet currently tracks 7 institutional managers reporting EZMO holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of EZMO shareholders.
How much EZMO stock do institutions own?
Institutional investment managers disclosed approximately $5.46M in EZMO holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was EZMO institutional ownership last updated?
The latest EZMO institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended September 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional EZMO holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its EZMO position after the reporting date.
Are institutions buying or selling EZMO?
Institutional buying and selling can be analyzed by comparing EZMO positions across consecutive 13F reporting periods. InsiderSet's EZMO Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View EZMO ownership changes.
How has EZMO institutional ownership changed over time?
InsiderSet tracks EZMO institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.