Skip to main content Skip to main content
Institutional Ownership · SEC Form 13F

Who owns EZM (EZM)


Which tracked institutional funds hold EZM, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See EZM 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.

171
Institutional holders
7,577,908
Shares held (tracked funds)

How the tape is positioned

17 tracked funds added or opened EZM while 15 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

EZM’s largest tracked holder by dollar value, DAVENPORT & Co LLC, sizes it at 0.3% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.2pp conviction gap — its largest holder concentrates the name more heavily than the typical one.

Book-share is each fund’s reported value in EZM 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 171 tracked filers holding EZM, 62 increased or opened the position and 68 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 EZM 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 3

  • Roan Capital Partners$3M
  • OneDigital Investment Advisors LLC$3M
  • CITADEL ADVISORS LLC$2M

Full exits 3

  • Westwood Wealth Management$3M
  • Foster Group, Inc.$1M
  • HRT FINANCIAL LP$596K

Largest adds

  • LPL Financial LLC$12M
  • DAVENPORT & Co LLC$7M
  • TRUIST FINANCIAL CORP$4M
  • WELLS FARGO & COMPANY/MN$2M
  • ROYAL BANK OF CANADA$1M
  • UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$1M

Largest trims

  • NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$8M
  • Equitable Holdings, Inc.$4M
  • RAYMOND JAMES FINANCIAL INC$3M
  • UBS Group AG$1M
  • HighTower Advisors, LLC$972K
  • BANK OF AMERICA CORP /DE/$540K

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).

FundSharesReported value% of valueQuarter
DAVENPORT & Co LLC added722,893$49M9.5%2026-Q1
UBS Group AG trimmed580,020$39M7.6%2026-Q1
BANK OF AMERICA CORP /DE/ trimmed494,646$33M6.5%2026-Q1
MORGAN STANLEY added459,906$31M6.1%2026-Q1
TRUIST FINANCIAL CORP added438,925$30M5.8%2026-Q1
LPL Financial LLC added429,148$29M5.7%2026-Q1
Baird Financial Group, Inc. trimmed322,814$22M4.3%2026-Q1
Freedom Investment Management, Inc. trimmed294,048$20M3.9%2026-Q1
CPC Advisors, LLC added262,309$18M3.5%2026-Q1
IEQ CAPITAL, LLC203,578$14M2.7%2026-Q1
Clearwater Capital Advisors, LLC added191,663$13M2.5%2026-Q1
Private Advisor Group, LLC added175,021$12M2.3%2026-Q1
ROYAL BANK OF CANADA added152,224$10M2.0%2026-Q1
HighTower Advisors, LLC trimmed140,645$9M1.9%2026-Q1
JPMORGAN CHASE & CO trimmed119,997$8M1.5%2026-Q1
WELLS FARGO & COMPANY/MN added115,106$8M1.5%2026-Q1
RAYMOND JAMES FINANCIAL INC trimmed107,249$7M1.4%2026-Q1
Steward Partners Investment Advisory, LLC added104,497$7M1.4%2026-Q1
Provident Wealth Management, LLC added99,591$7M1.3%2026-Q1
THEORY FINANCIAL LLC added89,563$6M1.2%2026-Q1
Pinnacle Financial Partners, Inc. trimmed86,876$6M1.1%2026-Q1
ENVESTNET ASSET MANAGEMENT INC trimmed84,360$6M1.1%2026-Q1
Davidson Kahn Capital Management, LLC trimmed80,606$5M1.1%2026-Q1
Cambridge Investment Research Advisors, Inc. trimmed80,211$5M1.1%2026-Q1
Breakwater Capital Group trimmed79,810$5M1.1%2026-Q1
Cetera Investment Advisers trimmed61,681$4M0.8%2026-Q1
TopTier Wealth Management, LLC trimmed60,884$4M0.8%2026-Q1
Sylvest Advisors, LLC added56,894$4M0.7%2026-Q1
AMERIPRISE FINANCIAL INC added54,405$4M0.7%2026-Q1
Great Point Wealth Advisors, LLC trimmed48,857$3M0.6%2026-Q1
NewSquare Capital LLC added47,274$3M0.6%2026-Q1
COMMONWEALTH EQUITY SERVICES, LLC trimmed46,834$3M0.6%2026-Q1
CULBERTSON A N & CO INC trimmed45,625$3M0.6%2026-Q1
Roan Capital Partners new44,028$3M0.6%2026-Q1
CENTRAL TRUST Co added43,466$3M0.6%2026-Q1
Lionshead Wealth Management, LLC trimmed42,512$3M0.6%2026-Q1
OneDigital Investment Advisors LLC new40,116$3M0.5%2026-Q1
Equitable Holdings, Inc. trimmed39,512$3M0.5%2026-Q1
GHP Investment Advisors, Inc. trimmed38,581$3M0.5%2026-Q1
Lauer Wealth, LLC added36,878$3M0.5%2026-Q1
OSAIC HOLDINGS, INC. added34,489$2M0.5%2026-Q1
Bank of New York Mellon Corp added32,465$2M0.4%2026-Q1
CITADEL ADVISORS LLC added30,490$2M0.4%2026-Q1
Corient Private Wealth LLC30,442$2M0.4%2026-Q1
L & S Advisors Inc added29,916$2M0.4%2026-Q1
MATHER GROUP, LLC. trimmed24,755$2M0.3%2026-Q1
FLAGSHIP HARBOR ADVISORS, LLC added24,745$2M0.3%2026-Q1
Kestra Advisory Services, LLC added24,519$2M0.3%2026-Q1
Ridge Creek Global, Inc trimmed22,826$2M0.3%2026-Q1
Apella Capital, LLC20,925$2M0.3%2026-Q1
CRUX WEALTH ADVISORS trimmed21,885$1M0.3%2026-Q1
Janney Montgomery Scott LLC trimmed21,292$1M0.3%2026-Q1
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added19,377$1M0.3%2026-Q1
Orion Porfolio Solutions, LLC trimmed19,102$1M0.3%2026-Q1
Summit Financial, LLC trimmed17,591$1M0.2%2026-Q1
Merit Financial Group, LLC trimmed17,574$1M0.2%2026-Q1
Mason Investment Advisory Services, Inc.17,434$1M0.2%2026-Q1
Rockefeller Capital Management L.P. trimmed17,293$1M0.2%2026-Q1
RVW Wealth, LLC16,165$1M0.2%2026-Q1
Amplius Wealth Advisors, LLC added15,620$1M0.2%2026-Q1
PRICE T ROWE ASSOCIATES INC /MD/14,651$985K0.2%2026-Q1
Western Wealth Management, LLC added14,594$981K0.2%2026-Q1
Savant Capital, LLC added13,918$936K0.2%2026-Q1
World Investment Advisors trimmed12,555$844K0.2%2026-Q1
Institute for Wealth Management, LLC.12,490$840K0.2%2026-Q1
Asset Dedication, LLC11,963$804K0.2%2026-Q1
Sensible Money, LLC11,866$798K0.2%2026-Q1
Waverly Advisors, LLC trimmed11,180$752K0.1%2026-Q1
Aurora Private Wealth, Inc.11,015$736K0.1%2026-Q1
Pacific Sun Financial Corp added10,945$736K0.1%2026-Q1
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed10,465$703K0.1%2026-Q1
LBJ Family Wealth Advisors, Ltd. added10,446$684K0.1%2026-Q1
Per Stirling Capital Management, LLC. added9,610$646K0.1%2026-Q1
MERCER GLOBAL ADVISORS INC /ADV trimmed9,389$631K0.1%2026-Q1
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added8,875$601K0.1%2026-Q1
Oxler Private Wealth LLC trimmed8,873$596K0.1%2026-Q1
Envision Financial LLC trimmed8,361$562K0.1%2026-Q1
Creative Planning8,178$550K0.1%2026-Q1
CATHY PARETO & ASSOCIATES, INC added8,173$549K0.1%2026-Q1
Ascentis Independent Advisors added8,170$549K0.1%2026-Q1
PSI Advisors, LLC7,556$508K0.1%2026-Q1
Centric Wealth Management added7,060$505K0.1%2026-Q1
CVA Family Office, LLC added7,311$491K0.1%2026-Q1
Cresset Asset Management, LLC6,975$469K0.1%2026-Q1
Beacon Pointe Advisors, LLC added6,927$466K0.1%2026-Q1
BLAIR WILLIAM & CO/IL6,792$457K0.1%2026-Q1
Team Financial Group, LLC trimmed6,558$441K0.1%2026-Q1
Wealthspire Advisors, LLC trimmed6,454$434K0.1%2026-Q1
Composition Wealth, LLC added6,393$430K0.1%2026-Q1
S.A. Mason LLC6,079$409K0.1%2026-Q1
Sargent Investment Group, LLC trimmed6,075$408K0.1%2026-Q1
SYNOVUS FINANCIAL CORP added86,202$6M1.1%2025-Q3 stale
Westwood Wealth Management new43,341$3M0.6%2025-Q4 stale
Northeast Financial Consultants Inc trimmed29,505$2M0.4%2025-Q2 stale
Foster Group, Inc. added19,404$1M0.3%2025-Q4 stale
AVANTAX ADVISORY SERVICES, INC. added17,231$1M0.2%2025-Q2 stale
HRT FINANCIAL LP added8,927$596K0.1%2025-Q4 stale
JANE STREET GROUP, LLC added8,634$515K0.1%2025-Q1 stale
Belpointe Asset Management LLC new8,258$492K0.1%2025-Q1 stale
FLOW TRADERS U.S. LLC trimmed6,543$404K0.1%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.

HoldersTotal shares

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.

Learn how to read institutional ownership