LISTED FDS TR EZMO
ALPH BROA MA ETF · ETP · CUSIP 53656H769
7
institutional holders
+2 vs Q1 2026
398.5k
shares reported held*
$10.6mreported value*
3 new
2 added
2 reduced
1 sold out
net bought ≈ $189.0k (+7.1k shares)
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $26.59.
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q4 2025 | 3 |
| Q1 2026 | 5 |
| Q2 2026 | 7 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Bought or addedCut or sold out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q1 2026 | 4 | 2 |
| Q2 2026 | 5 | 3 |
Biggest buyers
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | New | +12.0k |
| WORLD EQUITY GROUP, INC. | Added | +10.4k |
| ROYAL BANK OF CANADA | New | +391 |
| IFP Advisors, Inc | New | +93 |
| CMC Financial Group | Added | +26 |
Biggest sellers
| GTS SECURITIES LLC | Sold out | -7.9k |
| ONE PLUS ONE WEALTH MANAGEMENT, LLC | Reduced | -7.6k |
| UBS Group AG | Reduced | -235 |
Holders, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| ONE PLUS ONE WEALTH MANAGEMENT, LLC 2.47% of their portfolio | 212.6k $5.7m | Reduced -7.6k |
| WORLD EQUITY GROUP, INC. 0.88% of their portfolio | 147.1k $3.9m | Added +10.4k |
| CMC Financial Group 1.29% of their portfolio | 25.0k $665.8k | Added +26 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio | 12.0k $317.5k | New |
| UBS Group AG 0.00% of their portfolio | 1.2k $32.1k | Reduced -235 |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 391 $10.0k | New |
| IFP Advisors, Inc 0.00% of their portfolio | 93 $2.5k | New |