Who owns Liberty One Defensive Dividend Growth ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of EASY from SEC Form 13F filings across 6 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 6 institutions disclosed 468,572 shares of Liberty One Defensive Dividend Growth ETF worth $12.5M — about 21.4% of shares outstanding; the largest disclosed holder is LIBERTY ONE INVESTMENT MANAGEMENT, LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
6
13F holders
$12.5M
value, 2026 filers
21.4%
of shares outstanding (468,572 sh)
1
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of EASY's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | LIBERTY ONE INVESTMENT MANAGEMENT, LLC | 412,347 | $11.0M | 1.1% | 18.8% | +79.2% |
| 2 | MONEY CONCEPTS CAPITAL CORP | 22,641 | $602,907 | 0.0% | 1% | +16.5% |
| 3 | ENVESTNET ASSET MANAGEMENT INC | 13,391 | $356,586 | 0.0% | 0.6% | +7.0% |
| 4 | GTS SECURITIES LLC | 11,163 | $297,260 | 0.0% | 0.5% | +45.0% |
| 5 | OSAIC HOLDINGS, INC. | 9,026 | $240,361 | 0.0% | 0.4% | +65.6% |
| 6 | UBS Group AGNEW | 4 | $107 | 0.0% | 0% | new |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.