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Liberty One DEF DIV Growth (EASY)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Partners Wealth Management, LLC
NEW
Shares43,131
Change+43,131
Value$1.1M
Filed 2026-10-28
Money Concepts Capital Corp
INCREASED
Shares25,264 from 22,641
Change+2,623 (+12%)
Value$648.7K (+$45.8K)
Filed 2026-11-06
Latitude Advisors, LLC
NEW
Shares50
Change+50
Value$1.3K
Filed 2026-10-27
Liberty One Investment Management, LLC
N/A
Shares— from 412,347
Change-412,347 (-100%)
Value—
Envestnet Asset Management Inc
N/A
Shares— from 13,391
Change-13,391 (-100%)
Value—
GTS Securities LLC
N/A
Shares— from 11,163
Change-11,163 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 9,026
Change-9,026 (-100%)
Value—
UBS Group AG
N/A
Shares— from 4
Change-4 (-100%)
Value—
Status
Partners Wealth Management, LLC
NEW43,131—+43,131——$1.1M—2026-10-28
Money Concepts Capital Corp
INCREASED25,26422,641+2,623+12%$602.9K$648.7K+$45.8K2026-11-06
Latitude Advisors, LLC
NEW50—+50——$1.3K—2026-10-27
Liberty One Investment Management, LLC
N/A—412,347-412,347-100%$11.0M———
Envestnet Asset Management Inc
N/A—13,391-13,391-100%$356.6K———
GTS Securities LLC
N/A—11,163-11,163-100%$297.3K———
Osaic Holdings, Inc.
N/A—9,026-9,026-100%$240.4K———
UBS Group AG
N/A—4-4-100%$107———
Showing 8 of 8 institutions