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 | Reduced | 136,942 | 3,666 | 1.53% | 2.44% | 1 | -75,682 | -35.59% | Q3 2026 | Oct 16, 2026 |
| WORLD EQUITY GROUP, INC. | History | Reduced | 26,012 | 696 | 0.29% | 0.88% | 2 | -121,117 | -82.32% | Q3 2026 | Oct 14, 2026 |
| CMC Financial Group | History | No change | 25,030 | 665 | 1.29% | 1.29% | 3 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 14,469 | 388 | 0.0% | 0.0% | 4 | +2,453 | 20.41% | Q3 2026 | Oct 13, 2026 |
| UBS Group AG | History | Added to | 1,341 | 35 | 0.0% | 0.0% | 5 | +135 | 11.19% | Q3 2026 | Nov 10, 2026 |
| ROYAL BANK OF CANADA | History | No change | 391 | 10 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IFP Advisors, Inc | History | No change | 93 | 2 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |