ALPHADRD DFNCVE SCTR RTN ETF (EZRO) Institutional Ownership Changes & 13F Activity
ALPHADRD DFNCVE SCTR RTN ETF (EZRO). 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 One Plus One Wealth Management, Llc, Independent Financial Group, Llc, Wealth Enhancement Advisory Services, Llc, World Equity Group, Inc., and Gts Securities Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Citadel Advisors Llc | Buy | +8,470 | — | 8,470 | $216.77K | Q2 2026 | Sep 02, 2026 |
| Gts Securities Llc | Sell | -11,060 | -37.2% | 18,645 | $477.16K | Q2 2026 | Aug 14, 2026 |
| Ubs Group Ag | Sell | -1,327 | -42.6% | 1,791 | $45.84K | Q2 2026 | Aug 13, 2026 |
| Ifp Advisors, Inc | Buy | +362 | — | 362 | $9.26K | Q2 2026 | Jul 20, 2026 |
| Independent Financial Group, Llc | Buy | +39,444 | — | 39,444 | $1.01M | Q2 2026 | Jul 15, 2026 |
| Wealth Enhancement Advisory Services, Llc | Buy | +12,789 | — | 12,789 | $321.12K | Q2 2026 | Jul 15, 2026 |
| One Plus One Wealth Management, Llc | Sell | -44,641 | -6.5% | 638,279 | $16.34M | Q2 2026 | Jul 13, 2026 |
| World Equity Group, Inc. | Buy | +12,384 | +9.4% | 144,787 | $3.71M | Q2 2026 | Jul 09, 2026 |
Frequently asked questions about EZRO activity
Which institutional owners are buying EZRO?
Institutional owners buying EZRO 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 EZRO activity?
"Buy" means an investor increased their reported position in EZRO compared to the prior reporting period. This reflects growing exposure to ALPHADRD DFNCVE SCTR RTN ETF (EZRO) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in EZRO increasing?
Institutional interest in EZRO 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.