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EASY

EASY Institutional Investor Snapshot (6 Funds)

Liberty One Def Div Growth

+$7.2M

Net Activity

Institutions Holding

6

Popularity Rank

#11195

Avg Weight

0.11%

Total Value

$7.7M

Ownership Trend

6 institutions currently hold EASY, with 6 net buyers and 0 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Significantly Increased

Based on recent trading activity

Net Selling Institutions

0

Net Buying Institutions

6

Key Holders

Key Holders

Top 5 by Value

LO
Liberty One Investment Management, LLC
$6.1M
MC
Money Concepts Capital CORP
$516.5K
JS
Jane Street Group, LLC
$375.8K
EA
Envestnet Asset Management INC
$332.9K
GS
Gts Securities LLC
$204.7K

Top 5 by Conviction

LO
Liberty One Investment Management, LLC
0.63%
MC
Money Concepts Capital CORP
0.03%
GS
Gts Securities LLC
0.01%
JS
Jane Street Group, LLC
0.00%
EA
Envestnet Asset Management INC
0.00%
View all 6 holding institutions

Across its top 6 institutional holders, EASY's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 6/100, avg. turnover score 41/100).

Quarterly Activity

Recent Activity

+$7.7M

Total Buy Value

$0.0

Total Sell Value

New buy5
Trim0
Add1
Sold out0

6

Net Buyers

0

Net Sellers

Smart Money Convergence

EASY does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.

13F data as of 2026-03-31 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

CUSIP

90214Q469

FAQ

Who are the top institutional investors holding LIBERTY ONE DEF DIV GROWTH (EASY)?
Major stakeholders currently include Liberty One Investment Management, LLC ($6.1M), Money Concepts Capital CORP ($516.5K), Jane Street Group, LLC ($375.8K). Based on the latest 13F filings, there are a total of 6 tracked investment funds and institutions maintaining positions in EASY.
What is the overall institutional sentiment toward EASY recently?
Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $7.2M, driven by 6 managers accumulating shares while 0 reduced their exposure.
Which institutions have been selling or reducing their EASY positions?
In the latest period, no tracked funds trimmed or exited their positions in EASY.
Are there any notable investors adding EASY to their portfolios?
Yes, buying activity remains notable. 5 institutions opened new positions in {ticker}, and 1 existing holders added to their shares. The total reported buy value for the quarter amounted to $7.7M.

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