Who owns EZU (EZU)
Which tracked institutional funds hold EZU, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See EZU 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
70 tracked funds added or opened EZU while 69 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
EZU’s largest tracked holder by dollar value, FMR LLC, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.1pp gap the other way — the median holder sizes EZU more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in EZU 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 363 tracked filers holding EZU, 183 increased or opened the position and 146 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 EZU 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 20
- FLOW TRADERS U.S. LLC$49M
- JANE STREET GROUP, LLC$38M
- Polianta Ltd$15M
- BANK HAPOALIM BM$14M
- SEARCY FINANCIAL SERVICES INC /ADV$14M
- Prospera Financial Services Inc$5M
Full exits 24
- Provida Pension Fund Administrator$16M
- WESTWOOD HOLDINGS GROUP INC$12M
- Qube Research & Technologies Ltd$10M
- PARK AVENUE SECURITIES LLC$4M
- Ocean Park Asset Management, LLC$3M
- Logan Stone Capital, LLC$3M
Largest adds
- ROYAL BANK OF CANADA$388M
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$202M
- UBS Group AG$110M
- BANK OF AMERICA CORP /DE/$48M
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$26M
- BANK OF MONTREAL /CAN/$21M
Largest trims
- BlackRock, Inc.$131M
- Allspring Global Investments Holdings, LLC$59M
- GOLDMAN SACHS GROUP INC$45M
- TD Asset Management Inc$43M
- FMR LLC$20M
- 1607 Capital Partners, LLC$17M
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 |
|---|---|---|---|---|
| FMR LLC added | 13,922,706 | $872M | 14.7% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 11,862,280 | $743M | 12.5% | 2026-Q1 |
| BlackRock, Inc. trimmed | 9,102,640 | $570M | 9.6% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 8,539,311 | $535M | 9.0% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 8,229,821 | $516M | 8.7% | 2026-Q1 |
| TD Asset Management Inc trimmed | 5,671,243 | $355M | 6.0% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 4,117,656 | $258M | 4.4% | 2026-Q1 |
| MORGAN STANLEY added | 3,671,932 | $230M | 3.9% | 2026-Q1 |
| Fisher Asset Management, LLC added | 3,413,718 | $214M | 3.6% | 2026-Q1 |
| UBS Group AG added | 3,048,786 | $191M | 3.2% | 2026-Q1 |
| Allspring Global Investments Holdings, LLC trimmed | 1,833,484 | $115M | 1.9% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 1,001,583 | $63M | 1.1% | 2026-Q1 |
| Allianz SE added | 986,460 | $62M | 1.0% | 2026-Q1 |
| MATAURO, LLC added | 900,069 | $56M | 1.0% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 880,944 | $55M | 0.9% | 2026-Q1 |
| FLOW TRADERS U.S. LLC added | 778,557 | $49M | 0.8% | 2026-Q1 |
| CSM Advisors, LLC added | 720,820 | $45M | 0.8% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 637,271 | $40M | 0.7% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 630,131 | $38M | 0.6% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 605,325 | $38M | 0.6% | 2026-Q1 |
| LPL Financial LLC added | 597,173 | $37M | 0.6% | 2026-Q1 |
| PGIM Custom Harvest LLC added | 503,662 | $32M | 0.5% | 2026-Q1 |
| Naman Capital Ltda | 451,750 | $28M | 0.5% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ added | 433,561 | $27M | 0.5% | 2026-Q1 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added | 419,834 | $26M | 0.4% | 2026-Q1 |
| Vontobel Holding Ltd. trimmed | 406,393 | $25M | 0.4% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 390,879 | $24M | 0.4% | 2026-Q1 |
| NorthCoast Asset Management LLC trimmed | 387,476 | $24M | 0.4% | 2026-Q1 |
| Cetera Investment Advisers added | 310,456 | $19M | 0.3% | 2026-Q1 |
| Evolution Wealth Advisors, LLC added | 298,258 | $19M | 0.3% | 2026-Q1 |
| LMCG INVESTMENTS, LLC added | 293,166 | $18M | 0.3% | 2026-Q1 |
| Dakota Wealth Management added | 286,988 | $18M | 0.3% | 2026-Q1 |
| Karpus Management, Inc. added | 280,297 | $18M | 0.3% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 268,507 | $17M | 0.3% | 2026-Q1 |
| Goodman Financial Corp added | 268,505 | $17M | 0.3% | 2026-Q1 |
| NATIONAL BANK OF CANADA /FI/ trimmed | 256,017 | $16M | 0.3% | 2026-Q1 |
| Bulltick Wealth Management, LLC added | 245,051 | $15M | 0.3% | 2026-Q1 |
| Polianta Ltd added | 234,700 | $15M | 0.2% | 2026-Q1 |
| Wallington Asset Management, LLC trimmed | 230,377 | $14M | 0.2% | 2026-Q1 |
| BANK HAPOALIM BM added | 229,000 | $14M | 0.2% | 2026-Q1 |
| 1607 Capital Partners, LLC trimmed | 223,752 | $14M | 0.2% | 2026-Q1 |
| SYON CAPITAL LLC added | 222,739 | $14M | 0.2% | 2026-Q1 |
| SEARCY FINANCIAL SERVICES INC /ADV new | 215,580 | $14M | 0.2% | 2026-Q1 |
| CONNABLE OFFICE INC added | 210,259 | $13M | 0.2% | 2026-Q1 |
| CITIGROUP INC added | 203,802 | $13M | 0.2% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 202,583 | $13M | 0.2% | 2026-Q1 |
| Ascent Group, LLC added | 174,149 | $11M | 0.2% | 2026-Q1 |
| SIMON QUICK ADVISORS, LLC trimmed | 153,198 | $10M | 0.2% | 2026-Q1 |
| Fiduciary Trust Co trimmed | 149,241 | $9M | 0.2% | 2026-Q1 |
| ACIMA PRIVATE WEALTH, LLC trimmed | 137,674 | $9M | 0.1% | 2026-Q1 |
| Corient Private Wealth LLC added | 192,959 | $8M | 0.1% | 2026-Q1 |
| AMG National Trust Bank trimmed | 130,373 | $8M | 0.1% | 2026-Q1 |
| Sanctuary Advisors, LLC added | 125,857 | $8M | 0.1% | 2026-Q1 |
| Compagnie Lombard Odier SCmA added | 124,016 | $8M | 0.1% | 2026-Q1 |
| Bank Julius Baer & Co. Ltd, Zurich trimmed | 115,987 | $7M | 0.1% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. trimmed | 110,347 | $7M | 0.1% | 2026-Q1 |
| Dorsey Wright & Associates added | 107,812 | $7M | 0.1% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 103,738 | $6M | 0.1% | 2026-Q1 |
| Prosperity Consulting Group, LLC added | 103,117 | $6M | 0.1% | 2026-Q1 |
| Rathbones Group PLC added | 102,969 | $6M | 0.1% | 2026-Q1 |
| BARINGS LLC | 99,439 | $6M | 0.1% | 2026-Q1 |
| Federation des caisses Desjardins du Quebec trimmed | 98,750 | $6M | 0.1% | 2026-Q1 |
| BFI Infinity Ltd. added | 91,947 | $6M | 0.1% | 2026-Q1 |
| Y-Intercept (Hong Kong) Ltd added | 90,251 | $6M | 0.1% | 2026-Q1 |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. trimmed | 89,309 | $6M | 0.1% | 2026-Q1 |
| LCW Services, LLC added | 86,959 | $5M | 0.1% | 2026-Q1 |
| SCOTIA CAPITAL INC. trimmed | 85,429 | $5M | 0.1% | 2026-Q1 |
| Madison Asset Management, LLC trimmed | 82,862 | $5M | 0.1% | 2026-Q1 |
| Finley Financial, LLC added | 82,562 | $5M | 0.1% | 2026-Q1 |
| NOTTINGHAM ADVISORS, INC. added | 79,198 | $5M | 0.1% | 2026-Q1 |
| Prospera Financial Services Inc added | 77,710 | $5M | 0.1% | 2026-Q1 |
| Quantinno Capital Management LP trimmed | 77,295 | $5M | 0.1% | 2026-Q1 |
| HANCOCK WHITNEY CORP trimmed | 70,919 | $5M | 0.1% | 2026-Q1 |
| Climber Capital SA | 86,238 | $5M | 0.1% | 2026-Q1 |
| PETRA FINANCIAL ADVISORS INC added | 73,680 | $5M | 0.1% | 2026-Q1 |
| Arrow Investment Advisors, LLC added | 69,645 | $4M | 0.1% | 2026-Q1 |
| Pictet North America Advisors SA added | 68,853 | $4M | 0.1% | 2026-Q1 |
| Rockefeller Capital Management L.P. trimmed | 66,248 | $4M | 0.1% | 2026-Q1 |
| MV CAPITAL MANAGEMENT, INC. | 64,445 | $4M | 0.1% | 2026-Q1 |
| TRUIST FINANCIAL CORP added | 59,475 | $4M | 0.1% | 2026-Q1 |
| Russell Investments Group, Ltd. added | 56,534 | $4M | 0.1% | 2026-Q1 |
| FRANKLIN RESOURCES INC added | 56,008 | $4M | 0.1% | 2026-Q1 |
| MARSHALL WACE, LLP trimmed | 55,913 | $4M | 0.1% | 2026-Q1 |
| Squarepoint Ops LLC added | 52,418 | $3M | 0.1% | 2026-Q1 |
| Endowment Wealth Management, Inc. added | 51,894 | $3M | 0.1% | 2026-Q1 |
| HighTower Advisors, LLC added | 51,652 | $3M | 0.1% | 2026-Q1 |
| CW Advisors, LLC added | 633,054 | $38M | 0.6% | 2025-Q2 stale |
| Provida Pension Fund Administrator trimmed | 250,274 | $16M | 0.3% | 2025-Q4 stale |
| Nan Shan Life Insurance Co., Ltd. added | 260,800 | $16M | 0.3% | 2025-Q2 stale |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main added | 235,443 | $14M | 0.2% | 2025-Q2 stale |
| WESTWOOD HOLDINGS GROUP INC trimmed | 180,708 | $12M | 0.2% | 2025-Q4 stale |
| Qube Research & Technologies Ltd added | 161,106 | $10M | 0.2% | 2025-Q4 stale |
| Proquility Private Wealth Partners, LLC added | 163,007 | $9M | 0.1% | 2025-Q1 stale |
| B&D White Capital Company, LLC trimmed | 144,985 | $9M | 0.1% | 2025-Q2 stale |
| Kingsview Wealth Management, LLC new | 90,958 | $6M | 0.1% | 2025-Q3 stale |
| PARK AVENUE SECURITIES LLC added | 64,473 | $4M | 0.1% | 2025-Q4 stale |
| OLD MISSION CAPITAL LLC trimmed | 65,017 | $4M | 0.1% | 2025-Q2 stale |
| Ocean Park Asset Management, LLC trimmed | 53,800 | $3M | 0.1% | 2025-Q4 stale |
| Logan Stone Capital, LLC added | 53,692 | $3M | 0.1% | 2025-Q4 stale |
| One Capital Management, LLC added | 55,869 | $3M | 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.