Listed Funds Trust - EZMO
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ONE PLUS ONE WEALTH MANAGEMENT, LLC | History | New | 220,221 | 5,899 | 2.49% | — | 1 | +220,221 | New | Q1 2026 | Apr 20, 2026 |
| WORLD EQUITY GROUP, INC. | History | Added to | 136,778 | 3,663 | 0.95% | 0.89% | 2 | +15,488 | 12.77% | Q1 2026 | May 06, 2026 |
| CMC Financial Group | History | New | 25,004 | 669 | 1.31% | — | 3 | +25,004 | New | Q1 2026 | May 08, 2026 |
| GTS SECURITIES LLC | History | Reduced | 7,940 | 212 | 0.01% | 0.01% | 4 | -5,467 | -40.78% | Q1 2026 | May 14, 2026 |
| UBS Group AG | History | New | 1,441 | 38 | 0.0% | — | 5 | +1,441 | New | Q1 2026 | May 05, 2026 |
| Farther Finance Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -182 | -100.0% | Q1 2026 | Apr 07, 2026 |