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View all 8 holding institutions

Across its top 8 institutional holders, EZRO's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 8/100, avg. turnover score 42/100).

Notable Holders

EZRO ranks #10594 out of 37696 tracked stocks by institutional interest, inside the more closely watched half of our coverage.

EZRO is a top-conviction position for One Plus One Wealth Management, LLC — at 7.0% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

* This report is exclusively curated by the AlphaSMO team. AlphaSMO is the web's most authoritative 13F / Inside Trader database, delivering precise insider trading and institutional holdings insights.

Price Chart

EZRO Quarterly 13F Institutional Trade Shifts

Recent Activity

+$2.1M

Total Buy Value

$1.5M

Total Sell Value

New buy5

Trim3

Add1

Sold out0

Net Buyers

Net Sellers

Top Movers

EZRO

Q2 2026

Top 5 Institutional Movers

One Plus One Wealth Management

-$1.2M

Trim

Independent Financial Group

+$1.0M

New buy

Wealth Enhancement Advisory Services

+$321.1K

New buy

World Equity Group

+$303.7K

Add

Gts Securities

-$286.0K

Trim

Data by AlphaSMO • Not financial advice.

Smart Money Convergence

EZRO 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 2026-09-30 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.

Recent EZRO Insider Buying & Selling Activity (Form 4)

Congress Trading (STOCK Act)

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

53656H751

FAQ

Who are the top institutional investors holding ALPHADRD DFNCVE SCTR RTN ETF (EZRO)?

Major stakeholders currently include One Plus One Wealth Management, LLC ($16.3M), World Equity Group, Inc. ($3.7M), Independent Financial Group, LLC ($1.0M). Based on the latest 13F filings, there are a total of 8 tracked investment funds and institutions maintaining positions in EZRO.

What is the overall institutional sentiment toward EZRO recently?

Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $420.1K, driven by 6 managers accumulating shares while 3 reduced their exposure.

Which institutions have been selling or reducing their EZRO positions?

In the latest period, 3 funds trimmed their holdings, and 0 managers completely exited their positions. The aggregate reported sell value was $1.5M.

Are there any notable investors adding EZRO 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 $2.1M.

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Developer Access

Access EZRO's institutional ownership data programmatically:

REST API

curl https://alphasmo.com/api/v1/market/stock/EZRO

CLI

npx alphasmo stocks get EZRO

Full API & MCP documentation →