13FBOX
LISTED FDS TR · 13F Institutional Holdings
Options Calculator Rankings
L

LISTED FDS TR

EZRO
Institutions
8
Combined AUM (Q2 2026)
$22.1M
Combined Shares (Q2 2026)
864,567
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+73,449
5 · 4 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-57,028
3 · 0 Exit · ≈
⚖️ Net
+16,421
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$22.1M
Institutions
8
New Buys
4
Adds
1
Reduces
3
Exits
0
Unchanged
0
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
ONE PLUS ONE WEALTH MANAGEMENT, LLC
7.05%7.4%#1$16.3M638,279$17.5M682,920-44,641-6.54%Reduce
WORLD EQUITY GROUP, INC.
0.83%0.88%#2$3.7M144,787$3.4M132,403+12,384+9.35%Add
INDEPENDENT FINANCIAL GROUP, LLC
0.02%#3$1.0M39,444$00+39,444New Buy
GTS SECURITIES LLC
0.01%0.03%#4$477,16318,645$763,18129,705-11,060-37.23%Reduce
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
<0.01%#5$321,12212,789$00+12,789New Buy
CITADEL ADVISORS LLC
<0.01%#7$216,7688,470$00+8,470New Buy
UBS Group AG
<0.01%<0.01%#8$45,8351,791$80,1083,118-1,327-42.56%Reduce
IFP Advisors, Inc
<0.01%#6$9,264362$00+362New Buy

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow