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EASY Institutional Ownership

Liberty One Defensive Dividend Growth ETF
1W: -1.1% 1M: -6.0% 3M: -5.0% YTD: +1.6% 1Y: +0.6%
$25.76
+0.06 (+0.23%)
 
Weekly Expected Move ±1.3%
$25 $25 $26 $26 $26
ETF NASDAQ · AUM $56.4M

Institutional Ownership — EASY

7
Institutional Holders
+1 vs prior quarter
0.0%
Ownership
+0.00pp
12M
Total Invested
1
New Positions
5
Increased
1
Reduced
1
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (7 total)

# Holder Shares Value Change Change % Holding Period Filing
1 LIBERTY ONE INVESTMENT MANAGEMENT, LLC 412,347 11M +182,284 +79.2% 2Q SEC ↗
2 MONEY CONCEPTS CAPITAL CORP 22,641 583K +3,215 +16.5% 3Q SEC ↗
3 ENVESTNET ASSET MANAGEMENT INC 13,391 345K +871 +7.0% 2Q SEC ↗
4 GTS SECURITIES LLC 11,163 288K +3,465 +45.0% 2Q SEC ↗
5 OSAIC HOLDINGS, INC. 9,026 233K +3,576 +65.6% 2Q SEC ↗
6 UBS Group AG NEW 4 0K — +0.0% 1Q SEC ↗
7 JANE STREET GROUP, LLC 0 0K -14,133 -100.0% 1Q SEC ↗

Recent Activity

New Positions (1)
HolderSharesValue
UBS Group AG 4 0K
Sold Out (1)
HolderPrev SharesPrev Value
JANE STREET GROUP, LLC 14,133 364K
Biggest Increases (5)
HolderAddedChange %Total Shares
LIBERTY ONE INVESTMENT MANAGEMENT, +182,284 +79.2% 412,347
OSAIC HOLDINGS, INC. +3,576 +65.6% 9,026
GTS SECURITIES LLC +3,465 +45.0% 11,163
MONEY CONCEPTS CAPITAL CORP +3,215 +16.5% 22,641
ENVESTNET ASSET MANAGEMENT INC +871 +7.0% 13,391
Biggest Decreases (0)

None.

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms