Who owns EZBC
Which tracked institutional funds hold EZBC, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See EZBC company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-19). 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
The tracked-fund tape on EZBC is one-sided between 2026-Q1 and 2026-Q2: 4 added or opened and 14 trimmed or exited — on balance reducing.
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
EZBC’s largest tracked holder by dollar value, LPL Financial LLC, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes EZBC more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in EZBC 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 2026-Q1 and 2026-Q2, across 67 tracked filers holding EZBC, 32 increased or opened the position and 38 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 EZBC between the 2026-Q1 and 2026-Q2 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 2
- Tuttle Capital Management, LLC$1M
- Global Retirement Partners, LLC$870K
Full exits 3
- Round Rock Advisors LLC$2M
- CWM, LLC$2M
- Virtu Financial LLC$830K
Largest adds
- JANE STREET GROUP, LLC$3M
- MEITAV INVESTMENT HOUSE LTD$463K
Largest trims
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$37M
- EverSource Wealth Advisors, LLC$3M
- LPL Financial LLC$2M
- MERCER GLOBAL ADVISORS INC /ADV$1M
- Cetera Investment Advisers$553K
- Elevate Capital Advisors, LLC$416K
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 |
|---|---|---|---|---|
| LPL Financial LLC added | 617,990 | $21M | 20.2% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 223,479 | $8M | 7.3% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 181,098 | $6M | 5.9% | 2026-Q2 |
| Cetera Investment Advisers added | 165,492 | $6M | 5.4% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 108,597 | $4M | 3.5% | 2026-Q2 |
| MEITAV INVESTMENT HOUSE LTD added | 107,964 | $4M | 3.5% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 85,268 | $3M | 2.8% | 2026-Q2 |
| VANCE WEALTH, LLC added | 76,270 | $3M | 2.5% | 2026-Q2 |
| FRANKLIN RESOURCES INC | 55,029 | $2M | 1.8% | 2026-Q2 |
| Tuttle Capital Management, LLC new | 40,102 | $1M | 1.3% | 2026-Q2 |
| RPTC Inc. | 34,465 | $1M | 1.1% | 2026-Q2 |
| Sierra Capital LLC | 33,473 | $1M | 1.1% | 2026-Q2 |
| RETIREMENT GUYS FORMULA LLC added | 29,824 | $1M | 1.0% | 2026-Q2 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC added | 27,997 | $949K | 0.9% | 2026-Q2 |
| Global Retirement Partners, LLC trimmed | 25,643 | $870K | 0.8% | 2026-Q2 |
| Rede Wealth, LLC trimmed | 24,100 | $817K | 0.8% | 2026-Q2 |
| EAGLE GLOBAL ADVISORS LLC | 19,200 | $651K | 0.6% | 2026-Q2 |
| Elevate Capital Advisors, LLC trimmed | 15,335 | $520K | 0.5% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 14,537 | $493K | 0.5% | 2026-Q2 |
| Ashton Thomas Private Wealth, LLC trimmed | 14,030 | $476K | 0.5% | 2026-Q2 |
| Foster Victor Wealth Advisors, LLC | 12,432 | $464K | 0.4% | 2026-Q2 |
| FF Advisors,LLC | 12,500 | $424K | 0.4% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 11,681 | $396K | 0.4% | 2026-Q2 |
| Oak Barrel Wealth Advisory LLC new | 11,441 | $388K | 0.4% | 2026-Q2 |
| WCG Wealth Advisors LLC added | 10,636 | $361K | 0.3% | 2026-Q2 |
| CAPTRUST FINANCIAL ADVISORS trimmed | 10,622 | $360K | 0.3% | 2026-Q2 |
| Wealthspire Advisors, LLC trimmed | 10,007 | $339K | 0.3% | 2026-Q2 |
| Abacus Wealth Partners, LLC | 10,000 | $339K | 0.3% | 2026-Q2 |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC added | 9,959 | $338K | 0.3% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC trimmed | 9,720 | $330K | 0.3% | 2026-Q2 |
| Private Advisor Group, LLC trimmed | 9,656 | $327K | 0.3% | 2026-Q2 |
| Abacus Planning Group, Inc. | 9,469 | $321K | 0.3% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 8,328 | $282K | 0.3% | 2026-Q2 |
| IFP Advisors, Inc added | 7,621 | $258K | 0.2% | 2026-Q2 |
| Stratos Investment Management, LLC new | 6,779 | $230K | 0.2% | 2026-Q2 |
| Geneos Wealth Management Inc. added | 6,758 | $229K | 0.2% | 2026-Q2 |
| Equitable Holdings, Inc. added | 6,682 | $227K | 0.2% | 2026-Q2 |
| Dogwood Wealth Management LLC added | 6,622 | $225K | 0.2% | 2026-Q2 |
| Western Wealth Management, LLC added | 6,437 | $218K | 0.2% | 2026-Q2 |
| Indivisible Partners added | 6,348 | $215K | 0.2% | 2026-Q2 |
| Atria Investments, Inc trimmed | 6,309 | $214K | 0.2% | 2026-Q2 |
| TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA trimmed | 3,050 | $103K | 0.1% | 2026-Q2 |
| Integrated Wealth Concepts LLC trimmed | 2,829 | $96K | 0.1% | 2026-Q2 |
| IFG Advisory, LLC new | 1,860 | $63K | 0.1% | 2026-Q2 |
| Atlantic Edge Private Wealth Management, LLC | 1,250 | $42K | 0.0% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 960 | $33K | 0.0% | 2026-Q2 |
| AdvisorNet Financial, Inc trimmed | 820 | $28K | 0.0% | 2026-Q2 |
| NewEdge Advisors, LLC added | 800 | $27K | 0.0% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 519 | $18K | 0.0% | 2026-Q2 |
| Costello Asset Management, INC | 400 | $14K | 0.0% | 2026-Q2 |
| FIFTH THIRD BANCORP | 380 | $13K | 0.0% | 2026-Q2 |
| CENTRAL TRUST Co | 290 | $10K | 0.0% | 2026-Q2 |
| PNC Financial Services Group, Inc. | 236 | $8K | 0.0% | 2026-Q2 |
| SIMPLEX TRADING, LLC new | 200 | $7K | 0.0% | 2026-Q2 |
| Markowski Investments new | 154 | $5K | 0.0% | 2026-Q2 |
| Smartleaf Asset Management LLC | 131 | $5K | 0.0% | 2026-Q2 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 100 | $3K | 0.0% | 2026-Q2 |
| Allworth Financial LP | 92 | $3K | 0.0% | 2026-Q2 |
| Godfrey Financial Associates, Inc. | 90 | $3K | 0.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 77 | $3K | 0.0% | 2026-Q2 |
| Westside Investment Management, Inc. | 65 | $2K | 0.0% | 2026-Q2 |
| Tower Research Capital LLC (TRC) trimmed | 50 | $2K | 0.0% | 2026-Q2 |
| EverSource Wealth Advisors, LLC trimmed | 45 | $2K | 0.0% | 2026-Q2 |
| Harborfront Financial Group LLC new | 20 | $678 | 0.0% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. | 7 | $237 | 0.0% | 2026-Q2 |
| Clearstead Advisors, LLC | 5 | $170 | 0.0% | 2026-Q2 |
| Larson Financial Group LLC | 2 | $68 | 0.0% | 2026-Q2 |
| Round Rock Advisors LLC added | 54,727 | $2M | 2.1% | 2026-Q1 stale (1 quarter behind) |
| CWM, LLC added | 39,061 | $2M | 1.5% | 2026-Q1 stale (1 quarter behind) |
| Virtu Financial LLC trimmed | 21,173 | $830K | 0.8% | 2026-Q1 stale (1 quarter behind) |
| HighTower Advisors, LLC trimmed | 11,479 | $450K | 0.4% | 2026-Q1 stale (1 quarter behind) |
| Cambridge Investment Research Advisors, Inc. trimmed | 11,140 | $437K | 0.4% | 2026-Q1 stale (1 quarter behind) |
| Harel Insurance Investments & Financial Services Ltd. added | 9,587 | $376K | 0.4% | 2026-Q1 stale (1 quarter behind) |
| Forefront Wealth Partners, LLC trimmed | 8,797 | $345K | 0.3% | 2026-Q1 stale (1 quarter behind) |
| Quadrature Capital Ltd new | 8,498 | $333K | 0.3% | 2026-Q1 stale (1 quarter behind) |
| Horizon Wealth Management, LLC | 6,611 | $259K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| Csenge Advisory Group new | 6,549 | $257K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| Independent Advisor Alliance new | 6,373 | $250K | 0.2% | 2026-Q1 stale (1 quarter behind) |
| Consilium Wealth Advisory, LLC new | 65,559 | $3M | 3.2% | 2025-Q4 stale (2 quarters behind) |
| FLOW TRADERS U.S. LLC added | 29,661 | $2M | 1.4% | 2025-Q4 stale (2 quarters behind) |
| Powell Investment Advisors, LLC trimmed | 11,106 | $562K | 0.5% | 2025-Q4 stale (2 quarters behind) |
| StoneX Group Inc. added | 9,881 | $500K | 0.5% | 2025-Q4 stale (2 quarters behind) |
| Mariner, LLC new | 5,004 | $253K | 0.2% | 2025-Q4 stale (2 quarters behind) |
| FIDUCIENT ADVISORS LLC added | 5,000 | $253K | 0.2% | 2025-Q4 stale (2 quarters behind) |
| NewEdge Wealth, LLC new | 4,855 | $246K | 0.2% | 2025-Q4 stale (2 quarters behind) |
| THRYVE WEALTH MANAGEMENT LLC new | 4,550 | $230K | 0.2% | 2025-Q4 stale (2 quarters behind) |
| CHILDRESS CAPITAL ADVISORS, LLC new | 68,956 | $5M | 4.4% | 2025-Q3 stale (3 quarters behind) |
| STANSBERRY ASSET MANAGEMENT, LLC added | 68,169 | $5M | 4.3% | 2025-Q3 stale (3 quarters behind) |
| RPO LLC | 35,400 | $2M | 2.3% | 2025-Q3 stale (3 quarters behind) |
| ZACKS INVESTMENT MANAGEMENT trimmed | 18,251 | $1M | 1.2% | 2025-Q3 stale (3 quarters behind) |
| Capstone Financial Advisors, Inc. | 9,250 | $612K | 0.6% | 2025-Q3 stale (3 quarters behind) |
| L2 Asset Management, LLC | 5,100 | $338K | 0.3% | 2025-Q3 stale (3 quarters behind) |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors trimmed | 4,158 | $275K | 0.3% | 2025-Q3 stale (3 quarters behind) |
| Modern Wealth Management, LLC new | 3,900 | $258K | 0.2% | 2025-Q3 stale (3 quarters behind) |
| James J. Burns & Company, LLC | 3,887 | $257K | 0.2% | 2025-Q3 stale (3 quarters behind) |
| OLD MISSION CAPITAL LLC trimmed | 3,666 | $243K | 0.2% | 2025-Q3 stale (3 quarters behind) |
| Valmark Advisers, Inc. | 3,576 | $237K | 0.2% | 2025-Q3 stale (3 quarters behind) |
| WEDBUSH SECURITIES INC | 39,628 | $2M | 2.4% | 2025-Q2 stale (4 quarters behind) |
| AVANTAX ADVISORY SERVICES, INC. trimmed | 11,850 | $740K | 0.7% | 2025-Q2 stale (4 quarters behind) |
| Financial Advocates Investment Management new | 4,400 | $275K | 0.3% | 2025-Q2 stale (4 quarters behind) |
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.