Who owns EZBC (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-Q1 13F filings. 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
8 tracked funds added or opened EZBC while 17 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
EZBC’s largest tracked holder by dollar value, SUSQUEHANNA INTERNATIONAL GROUP, LLP, sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
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 2025-Q4 and 2026-Q1, across 80 tracked filers holding EZBC, 44 increased or opened the position and 40 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 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 2
- JANE STREET GROUP, LLC$3M
- Virtu Financial LLC$830K
Full exits 4
- Consilium Wealth Advisory, LLC$3M
- Global Retirement Partners, LLC$2M
- FLOW TRADERS U.S. LLC$2M
- Powell Investment Advisors, LLC$562K
Largest adds
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$36M
- EverSource Wealth Advisors, LLC$3M
- CWM, LLC$818K
- VANCE WEALTH, LLC$370K
- EAGLE GLOBAL ADVISORS LLC$363K
- MEITAV INVESTMENT HOUSE LTD$352K
Largest trims
- LPL Financial LLC$4M
- MERCER GLOBAL ADVISORS INC /ADV$2M
- Cetera Investment Advisers$1M
- FRANKLIN RESOURCES INC$616K
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$578K
- Abacus Wealth Partners, LLC$418K
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 |
|---|---|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 1,149,527 | $45M | 29.7% | 2026-Q1 |
| LPL Financial LLC added | 586,693 | $23M | 15.2% | 2026-Q1 |
| Cetera Investment Advisers added | 157,303 | $6M | 4.1% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 128,373 | $5M | 3.3% | 2026-Q1 |
| MEITAV INVESTMENT HOUSE LTD added | 81,605 | $3M | 2.1% | 2026-Q1 |
| Sanctuary Advisors, LLC added | 80,314 | $3M | 2.1% | 2026-Q1 |
| VANCE WEALTH, LLC added | 73,635 | $3M | 1.9% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 72,416 | $3M | 1.9% | 2026-Q1 |
| EverSource Wealth Advisors, LLC added | 72,832 | $3M | 1.8% | 2026-Q1 |
| FRANKLIN RESOURCES INC added | 55,029 | $2M | 1.4% | 2026-Q1 |
| Round Rock Advisors LLC added | 54,727 | $2M | 1.4% | 2026-Q1 |
| CWM, LLC added | 39,061 | $2M | 1.0% | 2026-Q1 |
| RPTC Inc. | 34,465 | $1M | 0.9% | 2026-Q1 |
| Sierra Capital LLC added | 33,473 | $1M | 0.9% | 2026-Q1 |
| RETIREMENT GUYS FORMULA LLC added | 28,523 | $1M | 0.7% | 2026-Q1 |
| Rede Wealth, LLC added | 27,887 | $1M | 0.7% | 2026-Q1 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC added | 25,901 | $1M | 0.7% | 2026-Q1 |
| Elevate Capital Advisors, LLC trimmed | 23,876 | $936K | 0.6% | 2026-Q1 |
| Virtu Financial LLC trimmed | 21,173 | $830K | 0.5% | 2026-Q1 |
| EAGLE GLOBAL ADVISORS LLC added | 19,200 | $752K | 0.5% | 2026-Q1 |
| Ashton Thomas Private Wealth, LLC added | 15,274 | $599K | 0.4% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC trimmed | 15,245 | $597K | 0.4% | 2026-Q1 |
| FF Advisors,LLC | 12,500 | $562K | 0.4% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 14,037 | $550K | 0.4% | 2026-Q1 |
| Wealthspire Advisors, LLC trimmed | 13,763 | $539K | 0.4% | 2026-Q1 |
| Foster Victor Wealth Advisors, LLC | 12,432 | $534K | 0.4% | 2026-Q1 |
| HighTower Advisors, LLC trimmed | 11,479 | $450K | 0.3% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 11,140 | $437K | 0.3% | 2026-Q1 |
| CAPTRUST FINANCIAL ADVISORS trimmed | 11,122 | $436K | 0.3% | 2026-Q1 |
| WCG Wealth Advisors LLC trimmed | 10,536 | $413K | 0.3% | 2026-Q1 |
| Abacus Wealth Partners, LLC trimmed | 10,000 | $392K | 0.3% | 2026-Q1 |
| Private Advisor Group, LLC added | 9,811 | $384K | 0.3% | 2026-Q1 |
| Harel Insurance Investments & Financial Services Ltd. added | 9,587 | $376K | 0.2% | 2026-Q1 |
| Abacus Planning Group, Inc. | 9,469 | $371K | 0.2% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 9,352 | $366K | 0.2% | 2026-Q1 |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC trimmed | 9,038 | $354K | 0.2% | 2026-Q1 |
| Forefront Wealth Partners, LLC trimmed | 8,797 | $345K | 0.2% | 2026-Q1 |
| Quadrature Capital Ltd new | 8,498 | $333K | 0.2% | 2026-Q1 |
| Atria Investments, Inc added | 8,227 | $322K | 0.2% | 2026-Q1 |
| IFP Advisors, Inc | 7,564 | $296K | 0.2% | 2026-Q1 |
| Equitable Holdings, Inc. new | 5,774 | $292K | 0.2% | 2026-Q1 |
| Horizon Wealth Management, LLC | 6,611 | $259K | 0.2% | 2026-Q1 |
| Csenge Advisory Group new | 6,549 | $257K | 0.2% | 2026-Q1 |
| Independent Advisor Alliance new | 6,373 | $250K | 0.2% | 2026-Q1 |
| Geneos Wealth Management Inc. added | 6,324 | $248K | 0.2% | 2026-Q1 |
| Indivisible Partners added | 5,972 | $234K | 0.2% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 5,870 | $230K | 0.2% | 2026-Q1 |
| First Financial Group Corp added | 5,834 | $229K | 0.2% | 2026-Q1 |
| Western Wealth Management, LLC added | 5,690 | $223K | 0.1% | 2026-Q1 |
| SILVIA MCCOLL WEALTH MANAGEMENT, LLC added | 5,380 | $211K | 0.1% | 2026-Q1 |
| Dogwood Wealth Management LLC added | 4,483 | $176K | 0.1% | 2026-Q1 |
| TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA added | 3,250 | $127K | 0.1% | 2026-Q1 |
| Cassaday & Co Wealth Management LLC new | 1,256 | $49K | 0.0% | 2026-Q1 |
| Atlantic Edge Private Wealth Management, LLC trimmed | 1,250 | $49K | 0.0% | 2026-Q1 |
| BALLAST ADVISORS LLC new | 1,200 | $47K | 0.0% | 2026-Q1 |
| CX Institutional | 920 | $36K | 0.0% | 2026-Q1 |
| AdvisorNet Financial, Inc trimmed | 904 | $35K | 0.0% | 2026-Q1 |
| CHILDRESS CAPITAL ADVISORS, LLC new | 68,956 | $5M | 3.0% | 2025-Q3 stale |
| STANSBERRY ASSET MANAGEMENT, LLC added | 68,169 | $5M | 3.0% | 2025-Q3 stale |
| Consilium Wealth Advisory, LLC new | 65,559 | $3M | 2.2% | 2025-Q4 stale |
| WEDBUSH SECURITIES INC | 39,628 | $2M | 1.6% | 2025-Q2 stale |
| RPO LLC | 35,400 | $2M | 1.5% | 2025-Q3 stale |
| Global Retirement Partners, LLC added | 33,492 | $2M | 1.1% | 2025-Q4 stale |
| FLOW TRADERS U.S. LLC added | 29,661 | $2M | 1.0% | 2025-Q4 stale |
| ZACKS INVESTMENT MANAGEMENT trimmed | 18,251 | $1M | 0.8% | 2025-Q3 stale |
| Convergence Financial, LLC new | 18,797 | $898K | 0.6% | 2025-Q1 stale |
| AVANTAX ADVISORY SERVICES, INC. trimmed | 11,850 | $740K | 0.5% | 2025-Q2 stale |
| Capstone Financial Advisors, Inc. | 9,250 | $612K | 0.4% | 2025-Q3 stale |
| CITADEL ADVISORS LLC trimmed | 11,977 | $572K | 0.4% | 2025-Q1 stale |
| Powell Investment Advisors, LLC trimmed | 11,106 | $562K | 0.4% | 2025-Q4 stale |
| RENAISSANCE TECHNOLOGIES LLC added | 11,700 | $559K | 0.4% | 2025-Q1 stale |
| StoneX Group Inc. added | 9,881 | $500K | 0.3% | 2025-Q4 stale |
| L2 Asset Management, LLC | 5,100 | $338K | 0.2% | 2025-Q3 stale |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors trimmed | 4,158 | $275K | 0.2% | 2025-Q3 stale |
| Financial Advocates Investment Management new | 4,400 | $275K | 0.2% | 2025-Q2 stale |
| Modern Wealth Management, LLC new | 3,900 | $258K | 0.2% | 2025-Q3 stale |
| James J. Burns & Company, LLC | 3,887 | $257K | 0.2% | 2025-Q3 stale |
| Mariner, LLC new | 5,004 | $253K | 0.2% | 2025-Q4 stale |
| FIDUCIENT ADVISORS LLC added | 5,000 | $253K | 0.2% | 2025-Q4 stale |
| NewEdge Wealth, LLC new | 4,855 | $246K | 0.2% | 2025-Q4 stale |
| OLD MISSION CAPITAL LLC trimmed | 3,666 | $243K | 0.2% | 2025-Q3 stale |
| DRIVE WEALTH MANAGEMENT, LLC | 5,000 | $239K | 0.2% | 2025-Q1 stale |
| Valmark Advisers, Inc. | 3,576 | $237K | 0.2% | 2025-Q3 stale |
| THRYVE WEALTH MANAGEMENT LLC new | 4,550 | $230K | 0.2% | 2025-Q4 stale |
| MJP ASSOCIATES INC /ADV added | 3,456 | $229K | 0.2% | 2025-Q3 stale |
| Advisor OS, LLC added | 3,456 | $229K | 0.2% | 2025-Q3 stale |
| MMA ASSET MANAGEMENT LLC trimmed | 4,489 | $227K | 0.1% | 2025-Q4 stale |
| EWG Elevate Inc. new | 3,421 | $227K | 0.1% | 2025-Q3 stale |
| Integrated Wealth Concepts LLC trimmed | 4,383 | $222K | 0.1% | 2025-Q4 stale |
| FOUNDATIONS INVESTMENT ADVISORS, LLC trimmed | 4,163 | $211K | 0.1% | 2025-Q4 stale |
| Atlas Private Wealth Advisors trimmed | 3,106 | $206K | 0.1% | 2025-Q3 stale |
| CreativeOne Wealth, LLC trimmed | 3,030 | $201K | 0.1% | 2025-Q3 stale |
| NORTHERN TRUST CORP new | 3,955 | $200K | 0.1% | 2025-Q4 stale |
| Kestra Advisory Services, LLC new | 3,775 | $191K | 0.1% | 2025-Q4 stale |
| FLAGSHIP HARBOR ADVISORS, LLC trimmed | 1,908 | $97K | 0.1% | 2025-Q4 stale |
| Strategic Wealth Partners, Ltd. | 1,620 | $82K | 0.1% | 2025-Q4 stale |
| Greenline Wealth Management LLC new | 911 | $46K | 0.0% | 2025-Q4 stale |
| Caitlin John, LLC trimmed | 579 | $38K | 0.0% | 2025-Q3 stale |
| Wayfinding Financial, LLC new | 766 | $36K | 0.0% | 2025-Q1 stale |
| Semmax Financial Advisors Inc. added | 519 | $35K | 0.0% | 2025-Q2 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.