Among active 13F managers last quarter, 3 opened and 2 added, while none reduced or exited; the largest holder to move was World Equity Group, Inc. (+9.3%).
8 tracked 13F filers disclose a position in EZRO as of the latest SEC 13F filings, a combined $22.4M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | One Plus One Wealth Management, LLC | 638K | $16.3M | ▼−6.5% Reduced · −45K sh | Q2 2026 | |
| 2 | World Equity Group, Inc. | 145K | $3.7M | ▲+9.3% Added · +12K sh | Q2 2026 | |
| 3 | Independent Financial Group, LLC | 39K | $1.0M | ▲New +39K sh | Q2 2026 | |
| 4 | GTS Securities LLC | 30K | $763K | ▲+5.7% Added · +2K sh | Q1 2026 | |
| 5 | Wealth Enhancement Advisory Services, LLC | 13K | $321K | ▲New +13K sh | Q2 2026 | |
| 6 | Citadel Advisors LLC | 8K | $217K | ▲New +8K sh | Q2 2026 | |
| 7 | UBS Group AG | 3K | $80K | ▲New +3K sh | Q1 2026 | |
| 8 | IFP Advisors, Inc | 362 | $9K | ▲New +362 sh | Q2 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 3 funds opened a new position in EZRO and 2 added to an existing one, while none reduced or exited. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Their position there |
|---|---|---|
| Ishares Core S&P 500 ETFIVV | 5 funds | $13.5B |
| Nvidia CorpNVDA | 5 funds | $2.9B |
| Amazon.com IncAMZN | 5 funds | $2.8B |
| Apple IncAAPL | 5 funds | $2.5B |
| Microsoft CorpMSFT | 5 funds | $1.6B |
| Broadcom IncAVGO | 5 funds | $1.3B |
| Alphabet Inc-CL AGOOGL | 5 funds | $1.2B |
| Eli Lilly & CoLLY | 5 funds | $1.2B |
| Alphabet Inc-CL CGOOG | 5 funds | $1.0B |
| Advanced Micro DevicesAMD | 5 funds | $1.0B |
| Micron Technology IncMU | 5 funds | $865.8M |
| Abbvie IncABBV | 5 funds | $826.4M |
Ranked by how many of EZRO's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in EZRO.
| Class | 13F holders | Value held |
|---|---|---|
| JAPNHORIZON KINETICS | 15 funds | $11.3M |
| EZROthis pagemc | 8 funds | $22.4M |
| 53656H769mc | 6 funds | $10.1M |
| XXRPUIT EXCHANGE TRADED | 5 funds | $208K |
| TEXXHORI KIN TEX ETF | 2 funds | $811K |
| 53656H843GLACIERSHARES | 1 funds | $511K |
| TTOP21SHARES 10 ETF | 1 funds | $142K |
| 53656H77721SHARES FTSE CR | 1 funds | $3K |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for EZRO
This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/EZRO/capital-change-brief"
Use Arkolith's capital_change_brief for EZRO. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for EZRO. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.