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Alphadrd Dfncve Sctr RTN ETF (EZRO)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
One Plus One Wealth Management, LLC
INCREASED
Shares679,069 from 638,279
Change+40,790 (+6%)
Value$17.2M (+$842.1K)
Filed 2026-10-16
Independent Financial Group, LLC
DECREASED
Shares36,965 from 39,444
Change-2,479 (-6%)
Value$935.0K (-$74.4K)
Filed 2026-10-13
World Equity Group, Inc.
DECREASED
Shares31,479 from 144,787
Change-113,308 (-78%)
Value$796.3K (-$2.9M)
Filed 2026-10-14
Wealth Enhancement Advisory Services, LLC
INCREASED
Shares13,483 from 12,789
Change+694 (+5%)
Value$353.0K (+$31.9K)
Filed 2026-10-13
Wolff Wiese Magana LLC
NEW
Shares2,479
Change+2,479
Value$62.7K
Filed 2026-10-15
IFP Advisors, Inc
UNCHANGED
Shares362 from 362
Change0 (0%)
Value$9.2K (-$107)
Filed 2026-10-16
GTS Securities LLC
N/A
Shares— from 18,645
Change-18,645 (-100%)
Value—
Citadel Advisors LLC
N/A
Shares— from 8,470
Change-8,470 (-100%)
Value—
UBS Group AG
N/A
Shares— from 1,791
Change-1,791 (-100%)
Value—
Status
One Plus One Wealth Management, LLC
INCREASED679,069638,279+40,790+6%$16.3M$17.2M+$842.1K2026-10-16
Independent Financial Group, LLC
DECREASED36,96539,444-2,479-6%$1.0M$935.0K-$74.4K2026-10-13
World Equity Group, Inc.
DECREASED31,479144,787-113,308-78%$3.7M$796.3K-$2.9M2026-10-14
Wealth Enhancement Advisory Services, LLC
INCREASED13,48312,789+694+5%$321.1K$353.0K+$31.9K2026-10-13
Wolff Wiese Magana LLC
NEW2,479—+2,479——$62.7K—2026-10-15
IFP Advisors, Inc
UNCHANGED36236200%$9.3K$9.2K-$1072026-10-16
GTS Securities LLC
N/A—18,645-18,645-100%$477.2K———
Citadel Advisors LLC
N/A—8,470-8,470-100%$216.8K———
UBS Group AG
N/A—1,791-1,791-100%$45.8K———
Showing 9 of 9 institutions