EZRO Institutional Ownership
AlphaDroid Defensive Sector Rotation ETF
1W: +0.8%
1M: +4.6%
3M: +2.8%
YTD: +4.0%
$25.68
+0.28 (+1.10%)
Weekly Expected Move ±2.4%
$24
$25
$26
$26
$27
Overview
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Institutional Ownership — EZRO
8
Institutional Holders
+3 vs prior quarter
0.0%
Ownership
+0.00pp
22M
Total Invested
4
New Positions
1
Increased
3
Reduced
0
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 | 638,279 | 16M | -44,641 | -6.5% | 2Q | SEC ↗ |
| 2 | WORLD EQUITY GROUP, INC. | 144,787 | 4M | +12,384 | +9.4% | 3Q | SEC ↗ |
| 3 | INDEPENDENT FINANCIAL GROUP, LLC NEW | 39,444 | 1M | — | +0.0% | 1Q | SEC ↗ |
| 4 | GTS SECURITIES LLC | 18,645 | 479K | -11,060 | -37.2% | 2Q | SEC ↗ |
| 5 | WEALTH ENHANCEMENT ADVISORY SERVICES, NEW | 12,789 | 328K | — | +0.0% | 1Q | SEC ↗ |
| 6 | CITADEL ADVISORS LLC NEW | 8,470 | 217K | — | +0.0% | 1Q | SEC ↗ |
| 7 | UBS Group AG | 1,791 | 46K | -1,327 | -42.6% | 2Q | SEC ↗ |
| 8 | IFP Advisors, Inc NEW | 362 | 9K | — | +0.0% | 1Q | SEC ↗ |
| 9 | Farther Finance Advisors, LLC | 0 | 0K | -182 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (4)
| Holder | Shares | Value |
|---|---|---|
| INDEPENDENT FINANCIAL GROUP, LLC | 39,444 | 1M |
| WEALTH ENHANCEMENT ADVISORY SERVICE | 12,789 | 328K |
| CITADEL ADVISORS LLC | 8,470 | 217K |
| IFP Advisors, Inc | 362 | 9K |
Sold Out (1)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Farther Finance Advisors, LLC | 182 | 5K |
Biggest Increases (1)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| WORLD EQUITY GROUP, INC. | +12,384 | +9.4% | 144,787 |
Biggest Decreases (3)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| ONE PLUS ONE WEALTH MANAGEMENT, LLC | -44,641 | -6.5% | 638,279 |
| GTS SECURITIES LLC | -11,060 | -37.2% | 18,645 |
| UBS Group AG | -1,327 | -42.6% | 1,791 |