Who owns 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-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 EZM is one-sided between 2026-Q1 and 2026-Q2: 44 added or opened and 10 trimmed or exited — on balance accumulating.
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 0.3pp 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 2026-Q1 and 2026-Q2, across 179 tracked filers holding EZM, 62 increased or opened the position and 74 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 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.
Full exits 6
- HighTower Advisors, LLC$9M
- Cambridge Investment Research Advisors, Inc.$5M
- Bank of New York Mellon Corp$2M
- Janney Montgomery Scott LLC$1M
- Aurora Private Wealth, Inc.$736K
- LBJ Family Wealth Advisors, Ltd.$684K
Largest adds
- DAVENPORT & Co LLC$19M
- TRUIST FINANCIAL CORP$5M
- LPL Financial LLC$5M
- MORGAN STANLEY$5M
- Steward Partners Investment Advisory, LLC$4M
- CPC Advisors, LLC$3M
Largest trims
- Baird Financial Group, Inc.$5M
- Merit Financial Group, LLC$726K
- Ascentis Independent Advisors$521K
- CITADEL ADVISORS LLC$264K
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| DAVENPORT & Co LLC added | 889,118 | $67M | 12.2% | 2026-Q2 |
| UBS Group AG trimmed | 526,139 | $40M | 7.2% | 2026-Q2 |
| MORGAN STANLEY added | 469,226 | $36M | 6.4% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 464,685 | $35M | 6.4% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 461,410 | $35M | 6.3% | 2026-Q2 |
| LPL Financial LLC added | 446,533 | $34M | 6.1% | 2026-Q2 |
| Freedom Investment Management, Inc. trimmed | 284,274 | $22M | 3.9% | 2026-Q2 |
| CPC Advisors, LLC added | 267,688 | $20M | 3.7% | 2026-Q2 |
| Baird Financial Group, Inc. trimmed | 222,376 | $17M | 3.1% | 2026-Q2 |
| IEQ CAPITAL, LLC | 203,578 | $15M | 2.8% | 2026-Q2 |
| Clearwater Capital Advisors, LLC added | 192,023 | $15M | 2.6% | 2026-Q2 |
| Private Advisor Group, LLC added | 176,452 | $13M | 2.4% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC added | 141,949 | $11M | 1.9% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 141,724 | $11M | 1.9% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 121,786 | $9M | 1.7% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 114,836 | $9M | 1.6% | 2026-Q2 |
| THEORY FINANCIAL LLC added | 109,393 | $8M | 1.5% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 104,998 | $8M | 1.4% | 2026-Q2 |
| Provident Wealth Management, LLC added | 101,898 | $8M | 1.4% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 84,755 | $6M | 1.2% | 2026-Q2 |
| Pinnacle Financial Partners, Inc. trimmed | 84,335 | $6M | 1.2% | 2026-Q2 |
| Davidson Kahn Capital Management, LLC trimmed | 79,471 | $6M | 1.1% | 2026-Q2 |
| Breakwater Capital Group trimmed | 77,786 | $6M | 1.1% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 66,417 | $5M | 0.9% | 2026-Q2 |
| Sylvest Advisors, LLC added | 62,150 | $5M | 0.9% | 2026-Q2 |
| TopTier Wealth Management, LLC trimmed | 60,687 | $5M | 0.8% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 59,953 | $5M | 0.8% | 2026-Q2 |
| NewSquare Capital LLC added | 48,657 | $4M | 0.7% | 2026-Q2 |
| CENTRAL TRUST Co added | 48,505 | $4M | 0.7% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 48,355 | $4M | 0.7% | 2026-Q2 |
| Roan Capital Partners added | 47,952 | $4M | 0.7% | 2026-Q2 |
| Great Point Wealth Advisors, LLC trimmed | 46,770 | $4M | 0.6% | 2026-Q2 |
| CULBERTSON A N & CO INC trimmed | 45,015 | $3M | 0.6% | 2026-Q2 |
| Lionshead Wealth Management, LLC trimmed | 41,401 | $3M | 0.6% | 2026-Q2 |
| OneDigital Investment Advisors LLC added | 41,046 | $3M | 0.6% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 39,836 | $3M | 0.5% | 2026-Q2 |
| GHP Investment Advisors, Inc. trimmed | 38,393 | $3M | 0.5% | 2026-Q2 |
| Equitable Holdings, Inc. trimmed | 37,457 | $3M | 0.5% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 36,465 | $3M | 0.5% | 2026-Q2 |
| Lauer Wealth, LLC trimmed | 35,976 | $3M | 0.5% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 34,118 | $3M | 0.5% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 30,660 | $2M | 0.4% | 2026-Q2 |
| Corient Private Wealth LP | 30,442 | $2M | 0.4% | 2026-Q2 |
| L & S Advisors Inc added | 30,276 | $2M | 0.4% | 2026-Q2 |
| Savant Capital, LLC added | 29,160 | $2M | 0.4% | 2026-Q2 |
| Orion Porfolio Solutions, LLC added | 27,447 | $2M | 0.4% | 2026-Q2 |
| FLAGSHIP HARBOR ADVISORS, LLC trimmed | 24,478 | $2M | 0.3% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 23,555 | $2M | 0.3% | 2026-Q2 |
| Ridge Creek Global, Inc trimmed | 22,676 | $2M | 0.3% | 2026-Q2 |
| CRUX WEALTH ADVISORS trimmed | 21,066 | $2M | 0.3% | 2026-Q2 |
| Apella Capital, LLC | 20,925 | $2M | 0.3% | 2026-Q2 |
| MATHER GROUP, LLC. trimmed | 20,169 | $2M | 0.3% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 19,317 | $1M | 0.3% | 2026-Q2 |
| Mason Investment Advisory Services, Inc. | 17,434 | $1M | 0.2% | 2026-Q2 |
| Summit Financial, LLC trimmed | 16,290 | $1M | 0.2% | 2026-Q2 |
| RVW Wealth, LLC | 16,165 | $1M | 0.2% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ | 14,651 | $1M | 0.2% | 2026-Q2 |
| Centric Wealth Management added | 14,140 | $1M | 0.2% | 2026-Q2 |
| Amplius Wealth Advisors, LLC trimmed | 13,382 | $1M | 0.2% | 2026-Q2 |
| World Investment Advisors | 12,555 | $844K | 0.2% | 2026-Q2 |
| Institute for Wealth Management, LLC. | 12,490 | $947K | 0.2% | 2026-Q2 |
| Asset Dedication, LLC | 11,963 | $907K | 0.2% | 2026-Q2 |
| Sensible Money, LLC | 11,866 | $899K | 0.2% | 2026-Q2 |
| Pacific Sun Financial Corp | 10,945 | $829K | 0.2% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 10,667 | $808K | 0.1% | 2026-Q2 |
| Western Wealth Management, LLC trimmed | 10,428 | $790K | 0.1% | 2026-Q2 |
| Waverly Advisors, LLC trimmed | 10,005 | $758K | 0.1% | 2026-Q2 |
| Creative Planning added | 9,050 | $686K | 0.1% | 2026-Q2 |
| Per Stirling Capital Management, LLC. trimmed | 9,021 | $684K | 0.1% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 8,570 | $643K | 0.1% | 2026-Q2 |
| Envision Financial LLC added | 8,368 | $634K | 0.1% | 2026-Q2 |
| Oxler Private Wealth LLC trimmed | 8,366 | $634K | 0.1% | 2026-Q2 |
| CATHY PARETO & ASSOCIATES, INC trimmed | 7,870 | $596K | 0.1% | 2026-Q2 |
| PSI Advisors, LLC trimmed | 7,331 | $556K | 0.1% | 2026-Q2 |
| Cresset Asset Management, LLC | 6,975 | $529K | 0.1% | 2026-Q2 |
| Beacon Pointe Advisors, LLC | 6,927 | $525K | 0.1% | 2026-Q2 |
| CVA Family Office, LLC trimmed | 6,912 | $524K | 0.1% | 2026-Q2 |
| BLAIR WILLIAM & CO/IL trimmed | 6,682 | $506K | 0.1% | 2026-Q2 |
| Team Financial Group, LLC added | 6,576 | $498K | 0.1% | 2026-Q2 |
| Wealthspire Advisors, LLC trimmed | 6,423 | $487K | 0.1% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV trimmed | 6,313 | $478K | 0.1% | 2026-Q2 |
| S.A. Mason LLC | 6,079 | $461K | 0.1% | 2026-Q2 |
| Sargent Investment Group, LLC | 6,075 | $460K | 0.1% | 2026-Q2 |
| Merit Financial Group, LLC trimmed | 6,013 | $456K | 0.1% | 2026-Q2 |
| Bragg Financial Advisors, Inc | 5,784 | $438K | 0.1% | 2026-Q2 |
| Bridgelight Financial Advisors, Inc. added | 5,659 | $429K | 0.1% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 5,577 | $423K | 0.1% | 2026-Q2 |
| LAUREL OAK WEALTH MANAGEMENT, LLC trimmed | 5,538 | $420K | 0.1% | 2026-Q2 |
| Dana Investment Advisors, Inc. added | 5,484 | $416K | 0.1% | 2026-Q2 |
| HighPoint Advisor Group LLC added | 5,424 | $411K | 0.1% | 2026-Q2 |
| &PARTNERS new | 5,394 | $409K | 0.1% | 2026-Q2 |
| Cornerstone Wealth Management, LLC trimmed | 5,346 | $405K | 0.1% | 2026-Q2 |
| Composition Wealth, LLC trimmed | 5,207 | $395K | 0.1% | 2026-Q2 |
| Kingsview Wealth Management, LLC | 5,149 | $390K | 0.1% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC trimmed | 4,912 | $372K | 0.1% | 2026-Q2 |
| Wealthcare Advisory Partners LLC added | 4,904 | $372K | 0.1% | 2026-Q2 |
| VICUS CAPITAL trimmed | 4,877 | $370K | 0.1% | 2026-Q2 |
| Fulton Bank, N.A. | 4,698 | $356K | 0.1% | 2026-Q2 |
| Midwest Trust Co trimmed | 4,483 | $340K | 0.1% | 2026-Q2 |
| HOWARD WEALTH MANAGEMENT, LLC trimmed | 4,317 | $327K | 0.1% | 2026-Q2 |
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.