Who owns EZA
Which tracked institutional funds hold EZA, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See EZA company fundamentals →
Ownership as of the 2026-Q1 13F filings (latest filed 2026-05-18). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
27 tracked funds added or opened EZA while 20 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
EZA’s largest tracked holder by dollar value, State of Tennessee, Department of Treasury, sizes it at 0.6% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.6pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in EZA divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 93 tracked filers holding EZA, 56 increased or opened the position and 46 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in EZA between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 10
- Parkway Wealth Management Group, LLC$33M
- Tradewinds Capital Management, LLC$24M
- GOLDMAN SACHS GROUP INC$11M
- OLD MISSION CAPITAL LLC$6M
- TD Waterhouse Canada Inc.$4M
- ALTFEST L J & CO INC$4M
Full exits 11
- BANK OF NOVA SCOTIA$13M
- TORNO CAPITAL, LLC$13M
- CITADEL ADVISORS LLC$8M
- Trium Capital LLP$7M
- Synergy Asset Management, LLC$2M
- Monument Capital Management$2M
Largest adds
- FIL Ltd$57M
- BlackRock, Inc.$15M
- JANE STREET GROUP, LLC$5M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$4M
- BANK OF MONTREAL /CAN/$4M
- BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$2M
Largest trims
- JPMORGAN CHASE & CO$31M
- State of Tennessee, Department of Treasury$15M
- Korea Investment CORP$5M
- HSBC HOLDINGS PLC$4M
- Empowered Funds, LLC$4M
- MORGAN STANLEY$2M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| State of Tennessee, Department of Treasury | 2,754,119 | $187M | 28.2% | 2026-Q1 |
| HSBC HOLDINGS PLC trimmed | 865,571 | $59M | 8.9% | 2026-Q1 |
| FIL Ltd added | 841,542 | $57M | 8.6% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 580,789 | $37M | 5.6% | 2026-Q1 |
| Parkway Wealth Management Group, LLC new | 457,516 | $33M | 5.0% | 2026-Q1 |
| Tradewinds Capital Management, LLC added | 352,993 | $24M | 3.6% | 2026-Q1 |
| STRS OHIO | 250,000 | $17M | 2.6% | 2026-Q1 |
| BlackRock, Inc. added | 235,399 | $16M | 2.4% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 155,657 | $11M | 1.6% | 2026-Q1 |
| MORGAN STANLEY trimmed | 137,082 | $9M | 1.4% | 2026-Q1 |
| Korea Investment CORP trimmed | 121,889 | $8M | 1.2% | 2026-Q1 |
| Catalyst Capital Advisors LLC added | 121,460 | $8M | 1.2% | 2026-Q1 |
| Millburn Ridgefield LLC /DE/ added | 121,460 | $8M | 1.2% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 54,241 | $8M | 1.2% | 2026-Q1 |
| CIBC WORLD MARKET INC. trimmed | 92,062 | $6M | 0.9% | 2026-Q1 |
| OLD MISSION CAPITAL LLC added | 87,448 | $6M | 0.9% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 79,231 | $5M | 0.8% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 74,972 | $5M | 0.8% | 2026-Q1 |
| UBS Group AG added | 68,577 | $5M | 0.7% | 2026-Q1 |
| TD Waterhouse Canada Inc. added | 60,582 | $4M | 0.6% | 2026-Q1 |
| ALTFEST L J & CO INC new | 58,074 | $4M | 0.6% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ added | 53,664 | $4M | 0.5% | 2026-Q1 |
| Private Wealth Advisors, LLC added | 42,842 | $3M | 0.4% | 2026-Q1 |
| D. E. Shaw & Co., Inc. added | 42,457 | $3M | 0.4% | 2026-Q1 |
| PICTON MAHONEY ASSET MANAGEMENT added | 42,084 | $3M | 0.4% | 2026-Q1 |
| One Capital Management, LLC added | 40,505 | $3M | 0.4% | 2026-Q1 |
| BlueCrest Capital Management Ltd added | 40,000 | $3M | 0.4% | 2026-Q1 |
| Cobblestone Asset Management LLC added | 31,968 | $2M | 0.3% | 2026-Q1 |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. added | 32,062 | $2M | 0.3% | 2026-Q1 |
| Sepio Capital, LP trimmed | 31,486 | $2M | 0.3% | 2026-Q1 |
| INNEALTA CAPITAL, LLC added | 29,808 | $2M | 0.3% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 28,382 | $2M | 0.3% | 2026-Q1 |
| Allspring Global Investments Holdings, LLC trimmed | 27,725 | $2M | 0.3% | 2026-Q1 |
| Sumitomo Mitsui Trust Group, Inc. added | 27,261 | $2M | 0.3% | 2026-Q1 |
| St. Louis Financial Planners Asset Management, LLC new | 25,989 | $2M | 0.3% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 23,742 | $2M | 0.2% | 2026-Q1 |
| Focus Partners Wealth trimmed | 23,330 | $2M | 0.2% | 2026-Q1 |
| NATIXIS added | 20,795 | $1M | 0.2% | 2026-Q1 |
| Carrera Capital Advisors trimmed | 18,122 | $1M | 0.2% | 2026-Q1 |
| Moneda S.A. Administradora General de Fondos trimmed | 17,700 | $1M | 0.2% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 16,987 | $1M | 0.2% | 2026-Q1 |
| BAR HARBOR WEALTH MANAGEMENT | 16,009 | $1M | 0.2% | 2026-Q1 |
| State of Wyoming trimmed | 14,870 | $1M | 0.2% | 2026-Q1 |
| CITIGROUP INC | 13,781 | $934K | 0.1% | 2026-Q1 |
| Sanctuary Advisors, LLC added | 13,139 | $891K | 0.1% | 2026-Q1 |
| Mount Lucas Management LP trimmed | 12,941 | $877K | 0.1% | 2026-Q1 |
| SCOTIA CAPITAL INC. added | 12,736 | $863K | 0.1% | 2026-Q1 |
| SIMPLEX TRADING, LLC added | 11,244 | $762K | 0.1% | 2026-Q1 |
| Providence First Trust Co trimmed | 10,424 | $707K | 0.1% | 2026-Q1 |
| SBI Securities Co., Ltd. added | 9,939 | $674K | 0.1% | 2026-Q1 |
| Empowered Funds, LLC trimmed | 8,697 | $590K | 0.1% | 2026-Q1 |
| IMC-Chicago, LLC new | 7,341 | $498K | 0.1% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS added | 6,923 | $469K | 0.1% | 2026-Q1 |
| HRT FINANCIAL LP trimmed | 6,597 | $447K | 0.1% | 2026-Q1 |
| Y-Intercept (Hong Kong) Ltd new | 6,180 | $419K | 0.1% | 2026-Q1 |
| J. Team Financial, Inc. added | 6,000 | $407K | 0.1% | 2026-Q1 |
| Arrow Investment Advisors, LLC added | 5,974 | $405K | 0.1% | 2026-Q1 |
| Mirae Asset Global Investments Co., Ltd. trimmed | 5,900 | $400K | 0.1% | 2026-Q1 |
| HighTower Advisors, LLC added | 5,824 | $395K | 0.1% | 2026-Q1 |
| LPL Financial LLC trimmed | 5,402 | $366K | 0.1% | 2026-Q1 |
| GOULD ASSET MANAGEMENT LLC /CA/ added | 5,035 | $341K | 0.1% | 2026-Q1 |
| Invesco Ltd. added | 4,185 | $284K | 0.0% | 2026-Q1 |
| Boltwood Capital Management added | 4,100 | $278K | 0.0% | 2026-Q1 |
| LOOMIS SAYLES & CO L P new | 4,038 | $274K | 0.0% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 3,862 | $262K | 0.0% | 2026-Q1 |
| Marex Group plc trimmed | 3,500 | $237K | 0.0% | 2026-Q1 |
| WMG Financial Advisors, LLC | 3,200 | $217K | 0.0% | 2026-Q1 |
| Banque Cantonale Vaudoise trimmed | 3,192 | $216K | 0.0% | 2026-Q1 |
| SG Americas Securities, LLC trimmed | 3,051 | $207K | 0.0% | 2026-Q1 |
| Ashton Thomas Private Wealth, LLC new | 2,770 | $188K | 0.0% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 2,353 | $160K | 0.0% | 2026-Q1 |
| BANK OF NOVA SCOTIA new | 186,100 | $13M | 1.9% | 2025-Q4 stale |
| TORNO CAPITAL, LLC new | 185,000 | $13M | 1.9% | 2025-Q4 stale |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main new | 166,587 | $11M | 1.6% | 2025-Q3 stale |
| Graham Capital Management, L.P. added | 139,545 | $9M | 1.4% | 2025-Q3 stale |
| CITADEL ADVISORS LLC added | 118,603 | $8M | 1.2% | 2025-Q4 stale |
| Polianta Ltd added | 153,100 | $7M | 1.1% | 2025-Q1 stale |
| Trium Capital LLP new | 95,615 | $7M | 1.0% | 2025-Q4 stale |
| Synergy Asset Management, LLC new | 31,553 | $2M | 0.3% | 2025-Q4 stale |
| Monument Capital Management added | 30,701 | $2M | 0.3% | 2025-Q4 stale |
| DRW Securities, LLC added | 37,672 | $2M | 0.3% | 2025-Q2 stale |
| Eschler Asset Management LLP new | 27,000 | $2M | 0.3% | 2025-Q4 stale |
| CAUSEWAY CAPITAL MANAGEMENT LLC new | 22,500 | $2M | 0.2% | 2025-Q4 stale |
| SEI INVESTMENTS CO new | 22,500 | $2M | 0.2% | 2025-Q4 stale |
| Kovitz Investment Group Partners, LLC trimmed | 22,267 | $1M | 0.2% | 2025-Q3 stale |
| Cetera Investment Advisers new | 14,302 | $917K | 0.1% | 2025-Q3 stale |
| PRUDENTIAL FINANCIAL INC added | 16,200 | $871K | 0.1% | 2025-Q2 stale |
| Trek Financial, LLC new | 11,022 | $758K | 0.1% | 2025-Q4 stale |
| Gallacher Capital Management LLC added | 12,580 | $676K | 0.1% | 2025-Q2 stale |
| Qube Research & Technologies Ltd added | 12,461 | $670K | 0.1% | 2025-Q2 stale |
| ABC ARBITRAGE SA new | 9,838 | $631K | 0.1% | 2025-Q3 stale |
| Avos Capital Management, LLC | 8,058 | $554K | 0.1% | 2025-Q4 stale |
| Cresset Asset Management, LLC added | 10,259 | $494K | 0.1% | 2025-Q1 stale |
| MILLENNIUM MANAGEMENT LLC trimmed | 9,942 | $479K | 0.1% | 2025-Q1 stale |
| DC Investments Management, LLC | 9,697 | $467K | 0.1% | 2025-Q1 stale |
| MARSHALL WACE, LLP trimmed | 4,700 | $301K | 0.0% | 2025-Q3 stale |
| BAROMETER CAPITAL MANAGEMENT INC. trimmed | 3,300 | $244K | 0.0% | 2025-Q4 stale |
| Belpointe Asset Management LLC new | 3,445 | $237K | 0.0% | 2025-Q4 stale |
| NWAM LLC new | 3,051 | $236K | 0.0% | 2025-Q4 stale |
| Orion Porfolio Solutions, LLC added | 3,064 | $211K | 0.0% | 2025-Q4 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.