EZMO Institutional Ownership
AlphaDroid Broad Markets Momentum ETF
1W: -0.2%
1M: +2.3%
3M: +2.7%
YTD: +2.6%
$27.07
+0.26 (+0.98%)
Weekly Expected Move ±2.1%
$26
$26
$27
$28
$28
Overview
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Institutional Ownership — EZMO
8
Institutional Holders
+2 vs prior quarter
0.0%
Ownership
+0.00pp
11M
Total Invested
3
New Positions
2
Increased
3
Reduced
1
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (9 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | ONE PLUS ONE WEALTH MANAGEMENT, LLC | 212,624 | $6M | -7,597 | -3.4% | 2Q | SEC ↗ |
| 2 | WORLD EQUITY GROUP, INC. | 147,129 | $4M | +10,351 | +7.6% | 3Q | SEC ↗ |
| 3 | CMC Financial Group | 25,030 | $678K | +26 | +0.1% | 2Q | SEC ↗ |
| 4 | WEALTH ENHANCEMENT ADVISORY SERVICES, NEW | 12,016 | $325K | — | +0.0% | 1Q | SEC ↗ |
| 5 | UBS Group AG | 1,206 | $33K | -235 | -16.3% | 2Q | SEC ↗ |
| 6 | ROYAL BANK OF CANADA NEW | 391 | $11K | — | +0.0% | 1Q | SEC ↗ |
| 7 | IFP Advisors, Inc NEW | 93 | $3K | — | +0.0% | 1Q | SEC ↗ |
| 8 | GTS SECURITIES LLC | 0 | $0K | -7,940 | -100.0% | 2Q | SEC ↗ |
| 9 | Farther Finance Advisors, LLC | 0 | $0K | -182 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (3)
| Holder | Shares | Value |
|---|---|---|
| WEALTH ENHANCEMENT ADVISORY SERVICE | 12,016 | $325K |
| ROYAL BANK OF CANADA | 391 | $11K |
| IFP Advisors, Inc | 93 | $3K |
Sold Out (2)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| GTS SECURITIES LLC | 7,940 | $215K |
| Farther Finance Advisors, LLC | 182 | $5K |
Biggest Increases (2)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| WORLD EQUITY GROUP, INC. | +10,351 | +7.6% | 147,129 |
| CMC Financial Group | +26 | +0.1% | 25,030 |
Biggest Decreases (2)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| ONE PLUS ONE WEALTH MANAGEMENT, LLC | -7,597 | -3.4% | 212,624 |
| UBS Group AG | -235 | -16.3% | 1,206 |