EZRO Institutional Ownership & Shareholders
ALPHADRD DFNCVE SCTR RTN ETF (EZRO) is currently held by 9 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $20.07M 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 EZRO tracked by InsiderSet, reporting ownership valued at approximately $17.18M 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 $17.47M, representing an estimated gain of +1.69% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed EZRO value among the investors covered in this analysis. Major shareholders include One Plus One Wealth Management, Llc, Independent Financial Group, Llc, World Equity Group, Inc., and several other long-term asset managers with concentrated positions in ALPHADRD DFNCVE SCTR RTN ETF (EZRO).
This page ranks the largest institutional EZRO 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
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
10
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 | 7.26% | 679,069 | $17,177,186 | $17,468,167 | +$290,981 | +1.69% | |
| Independent Financial Group, Llc | 0.02% | 36,965 | $935,037 | $950,877 | +$15,840 | +1.69% | |
| World Equity Group, Inc. | 0.33% | 31,479 | $796,271 | $809,756 | +$13,485 | +1.69% | |
| Gts Securities Llc | 0.01% | 18,645 | $477,163 | $479,618 | +$2,455 | +0.51% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 13,483 | $352,987 | $346,833 | -$6,154 | -1.74% | |
| Citadel Advisors Llc | 0.00% | 8,470 | $216,768 | $217,880 | +$1,112 | +0.51% | |
| Wolff Wiese Magana Llc | 0.03% | 2,479 | $62,707 | $63,769 | +$1,062 | +1.69% | |
| Ubs Group Ag | 0.00% | 1,791 | $45,835 | $46,071 | +$236 | +0.52% | |
| Ifp Advisors, Inc | 0.00% | 362 | $9,157 | $9,312 | +$155 | +1.69% |
Frequently asked questions about EZRO
Who are the largest institutional holders of EZRO?
The largest institutional holders of EZRO reported in the latest SEC Form 13F filings include One Plus One Wealth Management, Llc, Independent Financial Group, Llc, World Equity Group, Inc., Gts Securities Llc, and Wealth Enhancement Advisory Services, Llc. InsiderSet ranks institutional holders by their latest reported EZRO position.
What is EZRO institutional ownership?
This page tracks EZRO positions reported by institutional investment managers through SEC Form 13F. ALPHADRD DFNCVE SCTR RTN ETF (EZRO) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own EZRO?
InsiderSet currently tracks 9 institutional managers reporting EZRO 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 EZRO shareholders.
How much EZRO stock do institutions own?
Institutional investment managers disclosed approximately $20.07M in EZRO holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was EZRO institutional ownership last updated?
The latest EZRO 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 EZRO 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 EZRO position after the reporting date.
Are institutions buying or selling EZRO?
Institutional buying and selling can be analyzed by comparing EZRO positions across consecutive 13F reporting periods. InsiderSet's EZRO Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View EZRO ownership changes.
How has EZRO institutional ownership changed over time?
InsiderSet tracks EZRO institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.