EASY Liberty One Defensive Dividend Growth ETF
No fundamentals data yet for this ticker.
Institutional owners (13F) 6 filers · $12.5M total · As of June 30, 2026
Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.
Institutional activity — Q2 2026 vs prior quarter
| New positions | Exited positions | Increased | Decreased | Net shares change |
|---|---|---|---|---|
| 1 (-4 vs prior Q) | 1 (+1 vs prior Q) | 5 (+4 vs prior Q) | 0 (0 vs prior Q) | +179K |
Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.
| Institution | Value | Shares | % of tracked 13F | Type |
|---|---|---|---|---|
| LIBERTY ONE INVESTMENT MANAGEMENT, LLC | $10,980,389 | 412,347 | 88.00% | Shares |
| MONEY CONCEPTS CAPITAL CORP | $602,907 | 22,641 | 4.83% | Shares |
| ENVESTNET ASSET MANAGEMENT INC | $356,586 | 13,391 | 2.86% | Shares |
| GTS SECURITIES LLC | $297,260 | 11,163 | 2.38% | Shares |
| OSAIC HOLDINGS, INC. | $240,361 | 9,026 | 1.93% | Shares |
| UBS Group AG | $107 | 4 | 0.00% | Shares |