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.
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).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| DAVENPORT & Co LLC added | 722,893 | $49M | 9.5% | 2026-Q1 |
| UBS Group AG trimmed | 580,020 | $39M | 7.6% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 494,646 | $33M | 6.5% | 2026-Q1 |
| MORGAN STANLEY added | 459,906 | $31M | 6.1% | 2026-Q1 |
| TRUIST FINANCIAL CORP added | 438,925 | $30M | 5.8% | 2026-Q1 |
| LPL Financial LLC added | 429,148 | $29M | 5.7% | 2026-Q1 |
| Baird Financial Group, Inc. trimmed | 322,814 | $22M | 4.3% | 2026-Q1 |
| Freedom Investment Management, Inc. trimmed | 294,048 | $20M | 3.9% | 2026-Q1 |
| CPC Advisors, LLC added | 262,309 | $18M | 3.5% | 2026-Q1 |
| IEQ CAPITAL, LLC | 203,578 | $14M | 2.7% | 2026-Q1 |
| Clearwater Capital Advisors, LLC added | 191,663 | $13M | 2.5% | 2026-Q1 |
| Private Advisor Group, LLC added | 175,021 | $12M | 2.3% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 152,224 | $10M | 2.0% | 2026-Q1 |
| HighTower Advisors, LLC trimmed | 140,645 | $9M | 1.9% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 119,997 | $8M | 1.5% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 115,106 | $8M | 1.5% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 107,249 | $7M | 1.4% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC added | 104,497 | $7M | 1.4% | 2026-Q1 |
| Provident Wealth Management, LLC added | 99,591 | $7M | 1.3% | 2026-Q1 |
| THEORY FINANCIAL LLC added | 89,563 | $6M | 1.2% | 2026-Q1 |
| Pinnacle Financial Partners, Inc. trimmed | 86,876 | $6M | 1.1% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 84,360 | $6M | 1.1% | 2026-Q1 |
| Davidson Kahn Capital Management, LLC trimmed | 80,606 | $5M | 1.1% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. trimmed | 80,211 | $5M | 1.1% | 2026-Q1 |
| Breakwater Capital Group trimmed | 79,810 | $5M | 1.1% | 2026-Q1 |
| Cetera Investment Advisers trimmed | 61,681 | $4M | 0.8% | 2026-Q1 |
| TopTier Wealth Management, LLC trimmed | 60,884 | $4M | 0.8% | 2026-Q1 |
| Sylvest Advisors, LLC added | 56,894 | $4M | 0.7% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 54,405 | $4M | 0.7% | 2026-Q1 |
| Great Point Wealth Advisors, LLC trimmed | 48,857 | $3M | 0.6% | 2026-Q1 |
| NewSquare Capital LLC added | 47,274 | $3M | 0.6% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 46,834 | $3M | 0.6% | 2026-Q1 |
| CULBERTSON A N & CO INC trimmed | 45,625 | $3M | 0.6% | 2026-Q1 |
| Roan Capital Partners new | 44,028 | $3M | 0.6% | 2026-Q1 |
| CENTRAL TRUST Co added | 43,466 | $3M | 0.6% | 2026-Q1 |
| Lionshead Wealth Management, LLC trimmed | 42,512 | $3M | 0.6% | 2026-Q1 |
| OneDigital Investment Advisors LLC new | 40,116 | $3M | 0.5% | 2026-Q1 |
| Equitable Holdings, Inc. trimmed | 39,512 | $3M | 0.5% | 2026-Q1 |
| GHP Investment Advisors, Inc. trimmed | 38,581 | $3M | 0.5% | 2026-Q1 |
| Lauer Wealth, LLC added | 36,878 | $3M | 0.5% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 34,489 | $2M | 0.5% | 2026-Q1 |
| Bank of New York Mellon Corp added | 32,465 | $2M | 0.4% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 30,490 | $2M | 0.4% | 2026-Q1 |
| Corient Private Wealth LLC | 30,442 | $2M | 0.4% | 2026-Q1 |
| L & S Advisors Inc added | 29,916 | $2M | 0.4% | 2026-Q1 |
| MATHER GROUP, LLC. trimmed | 24,755 | $2M | 0.3% | 2026-Q1 |
| FLAGSHIP HARBOR ADVISORS, LLC added | 24,745 | $2M | 0.3% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 24,519 | $2M | 0.3% | 2026-Q1 |
| Ridge Creek Global, Inc trimmed | 22,826 | $2M | 0.3% | 2026-Q1 |
| Apella Capital, LLC | 20,925 | $2M | 0.3% | 2026-Q1 |
| CRUX WEALTH ADVISORS trimmed | 21,885 | $1M | 0.3% | 2026-Q1 |
| Janney Montgomery Scott LLC trimmed | 21,292 | $1M | 0.3% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 19,377 | $1M | 0.3% | 2026-Q1 |
| Orion Porfolio Solutions, LLC trimmed | 19,102 | $1M | 0.3% | 2026-Q1 |
| Summit Financial, LLC trimmed | 17,591 | $1M | 0.2% | 2026-Q1 |
| Merit Financial Group, LLC trimmed | 17,574 | $1M | 0.2% | 2026-Q1 |
| Mason Investment Advisory Services, Inc. | 17,434 | $1M | 0.2% | 2026-Q1 |
| Rockefeller Capital Management L.P. trimmed | 17,293 | $1M | 0.2% | 2026-Q1 |
| RVW Wealth, LLC | 16,165 | $1M | 0.2% | 2026-Q1 |
| Amplius Wealth Advisors, LLC added | 15,620 | $1M | 0.2% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ | 14,651 | $985K | 0.2% | 2026-Q1 |
| Western Wealth Management, LLC added | 14,594 | $981K | 0.2% | 2026-Q1 |
| Savant Capital, LLC added | 13,918 | $936K | 0.2% | 2026-Q1 |
| World Investment Advisors trimmed | 12,555 | $844K | 0.2% | 2026-Q1 |
| Institute for Wealth Management, LLC. | 12,490 | $840K | 0.2% | 2026-Q1 |
| Asset Dedication, LLC | 11,963 | $804K | 0.2% | 2026-Q1 |
| Sensible Money, LLC | 11,866 | $798K | 0.2% | 2026-Q1 |
| Waverly Advisors, LLC trimmed | 11,180 | $752K | 0.1% | 2026-Q1 |
| Aurora Private Wealth, Inc. | 11,015 | $736K | 0.1% | 2026-Q1 |
| Pacific Sun Financial Corp added | 10,945 | $736K | 0.1% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 10,465 | $703K | 0.1% | 2026-Q1 |
| LBJ Family Wealth Advisors, Ltd. added | 10,446 | $684K | 0.1% | 2026-Q1 |
| Per Stirling Capital Management, LLC. added | 9,610 | $646K | 0.1% | 2026-Q1 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 9,389 | $631K | 0.1% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 8,875 | $601K | 0.1% | 2026-Q1 |
| Oxler Private Wealth LLC trimmed | 8,873 | $596K | 0.1% | 2026-Q1 |
| Envision Financial LLC trimmed | 8,361 | $562K | 0.1% | 2026-Q1 |
| Creative Planning | 8,178 | $550K | 0.1% | 2026-Q1 |
| CATHY PARETO & ASSOCIATES, INC added | 8,173 | $549K | 0.1% | 2026-Q1 |
| Ascentis Independent Advisors added | 8,170 | $549K | 0.1% | 2026-Q1 |
| PSI Advisors, LLC | 7,556 | $508K | 0.1% | 2026-Q1 |
| Centric Wealth Management added | 7,060 | $505K | 0.1% | 2026-Q1 |
| CVA Family Office, LLC added | 7,311 | $491K | 0.1% | 2026-Q1 |
| Cresset Asset Management, LLC | 6,975 | $469K | 0.1% | 2026-Q1 |
| Beacon Pointe Advisors, LLC added | 6,927 | $466K | 0.1% | 2026-Q1 |
| BLAIR WILLIAM & CO/IL | 6,792 | $457K | 0.1% | 2026-Q1 |
| Team Financial Group, LLC trimmed | 6,558 | $441K | 0.1% | 2026-Q1 |
| Wealthspire Advisors, LLC trimmed | 6,454 | $434K | 0.1% | 2026-Q1 |
| Composition Wealth, LLC added | 6,393 | $430K | 0.1% | 2026-Q1 |
| S.A. Mason LLC | 6,079 | $409K | 0.1% | 2026-Q1 |
| Sargent Investment Group, LLC trimmed | 6,075 | $408K | 0.1% | 2026-Q1 |
| SYNOVUS FINANCIAL CORP added | 86,202 | $6M | 1.1% | 2025-Q3 stale |
| Westwood Wealth Management new | 43,341 | $3M | 0.6% | 2025-Q4 stale |
| Northeast Financial Consultants Inc trimmed | 29,505 | $2M | 0.4% | 2025-Q2 stale |
| Foster Group, Inc. added | 19,404 | $1M | 0.3% | 2025-Q4 stale |
| AVANTAX ADVISORY SERVICES, INC. added | 17,231 | $1M | 0.2% | 2025-Q2 stale |
| HRT FINANCIAL LP added | 8,927 | $596K | 0.1% | 2025-Q4 stale |
| JANE STREET GROUP, LLC added | 8,634 | $515K | 0.1% | 2025-Q1 stale |
| Belpointe Asset Management LLC new | 8,258 | $492K | 0.1% | 2025-Q1 stale |
| FLOW TRADERS U.S. LLC trimmed | 6,543 | $404K | 0.1% | 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.
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.