ALPHADRD DFNCVE SCTR RTN ETF (EZRO) Institutional Ownership and Insiders Activity
ALPHADRD DFNCVE SCTR RTN ETF (EZRO) is widely held by institutional investors, with 9 firms reporting positions valued at approximately $20.07M based on SEC Form 13F filings for the quarter ended September 30, 2026.
One Plus One Wealth Management, Llc is the largest disclosed holder, reporting approximately $17.18M in EZRO holdings in its latest filing.
Institutional ownership remains highly concentrated, with One Plus One Wealth Management, Llc representing the majority of disclosed value.
Institutional Holders
9
Total Reported Value
$20.07M
Largest Holder
One Plus One Wealth Management, Llc
Largest Position
$17.18M
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
4
Funds Exiting Positions
0
Top Institutional Owners
View allInvestorReported Balance
- One Plus One Wealth Management, Llc$17.18M
- Independent Financial Group, Llc$935,037
- World Equity Group, Inc.$796,271
- Gts Securities Llc$477,163
- Wealth Enhancement Advisory Services, Llc$352,987