Who owns 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-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
100 tracked funds added or opened EZU while 53 trimmed or exited it between 2026-Q1 and 2026-Q2 — 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, ROYAL BANK OF CANADA, sizes it at 0.2% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.1pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
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 2026-Q1 and 2026-Q2, across 341 tracked filers holding EZU, 165 increased or opened the position and 175 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 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.
New buyers 17
- PRUDENTIAL PLC$28M
- WESTWOOD HOLDINGS GROUP INC$22M
- Truxt Investmentos Ltda.$14M
- DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$11M
- Graham Capital Management, L.P.$5M
- Galvin, Gaustad & Stein, LLC$4M
Full exits 32
- FLOW TRADERS U.S. LLC$49M
- CSM Advisors, LLC$45M
- JANE STREET GROUP, LLC$38M
- Polianta Ltd$15M
- BANK HAPOALIM BM$14M
- 1607 Capital Partners, LLC$14M
Largest adds
- ROYAL BANK OF CANADA$249M
- FMR LLC$96M
- BlackRock, Inc.$85M
- TD Asset Management Inc$77M
- BANK OF AMERICA CORP /DE/$68M
- GOLDMAN SACHS GROUP INC$60M
Largest trims
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$20M
- ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$20M
- Allspring Global Investments Holdings, LLC$18M
- Goodman Financial Corp$16M
- NATIONAL BANK OF CANADA /FI/$15M
- NorthCoast Asset Management LLC$12M
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 |
|---|---|---|---|---|
| ROYAL BANK OF CANADA added | 14,277,034 | $992M | 15.3% | 2026-Q2 |
| FMR LLC added | 13,927,403 | $968M | 15.0% | 2026-Q2 |
| BlackRock, Inc. added | 9,432,419 | $656M | 10.1% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 8,681,009 | $603M | 9.3% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 8,281,873 | $576M | 8.9% | 2026-Q2 |
| TD Asset Management Inc added | 6,223,743 | $433M | 6.7% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 4,029,838 | $280M | 4.3% | 2026-Q2 |
| MORGAN STANLEY added | 3,697,542 | $257M | 4.0% | 2026-Q2 |
| Fisher Asset Management, LLC trimmed | 3,335,012 | $232M | 3.6% | 2026-Q2 |
| UBS Group AG added | 3,187,058 | $222M | 3.4% | 2026-Q2 |
| Allspring Global Investments Holdings, LLC trimmed | 1,396,341 | $97M | 1.5% | 2026-Q2 |
| Allianz SE added | 999,509 | $69M | 1.1% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 922,870 | $64M | 1.0% | 2026-Q2 |
| MATAURO, LLC added | 921,610 | $64M | 1.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 864,893 | $60M | 0.9% | 2026-Q2 |
| PGIM Custom Harvest LLC added | 717,824 | $50M | 0.8% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 644,630 | $45M | 0.7% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 587,304 | $40M | 0.6% | 2026-Q2 |
| LPL Financial LLC trimmed | 487,774 | $34M | 0.5% | 2026-Q2 |
| Naman Capital Ltda | 451,750 | $31M | 0.5% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ added | 440,650 | $31M | 0.5% | 2026-Q2 |
| PRUDENTIAL PLC new | 403,500 | $28M | 0.4% | 2026-Q2 |
| Vontobel Holding Ltd. trimmed | 395,608 | $27M | 0.4% | 2026-Q2 |
| Cetera Investment Advisers added | 376,550 | $26M | 0.4% | 2026-Q2 |
| WESTWOOD HOLDINGS GROUP INC added | 311,992 | $22M | 0.3% | 2026-Q2 |
| Dakota Wealth Management added | 289,084 | $20M | 0.3% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 284,553 | $20M | 0.3% | 2026-Q2 |
| Karpus Management, Inc. trimmed | 278,697 | $19M | 0.3% | 2026-Q2 |
| LMCG INVESTMENTS, LLC trimmed | 274,326 | $19M | 0.3% | 2026-Q2 |
| Ascent Group, LLC added | 249,317 | $17M | 0.3% | 2026-Q2 |
| Wallington Asset Management, LLC trimmed | 229,447 | $16M | 0.2% | 2026-Q2 |
| SYON CAPITAL LLC trimmed | 216,305 | $15M | 0.2% | 2026-Q2 |
| SEARCY FINANCIAL SERVICES INC /ADV added | 215,874 | $15M | 0.2% | 2026-Q2 |
| CONNABLE OFFICE INC added | 213,381 | $15M | 0.2% | 2026-Q2 |
| Bank Julius Baer & Co. Ltd, Zurich added | 211,299 | $15M | 0.2% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 202,148 | $14M | 0.2% | 2026-Q2 |
| Truxt Investmentos Ltda. new | 199,236 | $14M | 0.2% | 2026-Q2 |
| Bulltick Wealth Management, LLC trimmed | 196,129 | $14M | 0.2% | 2026-Q2 |
| Evolution Wealth Advisors, LLC trimmed | 193,261 | $13M | 0.2% | 2026-Q2 |
| Corient Private Wealth LP trimmed | 189,633 | $13M | 0.2% | 2026-Q2 |
| NorthCoast Asset Management LLC trimmed | 180,019 | $13M | 0.2% | 2026-Q2 |
| CITIGROUP INC trimmed | 166,012 | $12M | 0.2% | 2026-Q2 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main trimmed | 160,154 | $11M | 0.2% | 2026-Q2 |
| SIMON QUICK ADVISORS, LLC trimmed | 152,556 | $11M | 0.2% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 149,983 | $10M | 0.2% | 2026-Q2 |
| Federation des caisses Desjardins du Quebec added | 148,371 | $10M | 0.2% | 2026-Q2 |
| Fiduciary Trust Co trimmed | 144,621 | $10M | 0.2% | 2026-Q2 |
| ACIMA PRIVATE WEALTH, LLC added | 139,812 | $10M | 0.2% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 131,183 | $9M | 0.1% | 2026-Q2 |
| AMG National Trust Bank trimmed | 124,363 | $9M | 0.1% | 2026-Q2 |
| Compagnie Lombard Odier SCmA trimmed | 118,184 | $8M | 0.1% | 2026-Q2 |
| Prosperity Consulting Group, LLC added | 104,119 | $7M | 0.1% | 2026-Q2 |
| PNC Financial Services Group, Inc. trimmed | 102,261 | $7M | 0.1% | 2026-Q2 |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. added | 97,529 | $7M | 0.1% | 2026-Q2 |
| BFI Infinity Ltd. added | 95,935 | $7M | 0.1% | 2026-Q2 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP trimmed | 94,789 | $7M | 0.1% | 2026-Q2 |
| LCW Services, LLC added | 92,506 | $6M | 0.1% | 2026-Q2 |
| Rathbones Group PLC trimmed | 90,966 | $6M | 0.1% | 2026-Q2 |
| Prospera Financial Services Inc added | 86,238 | $6M | 0.1% | 2026-Q2 |
| Climber Capital SA | 86,238 | $5M | 0.1% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 84,456 | $6M | 0.1% | 2026-Q2 |
| Finley Financial, LLC | 82,562 | $6M | 0.1% | 2026-Q2 |
| NOTTINGHAM ADVISORS, INC. added | 79,901 | $5M | 0.1% | 2026-Q2 |
| Graham Capital Management, L.P. added | 72,300 | $5M | 0.1% | 2026-Q2 |
| SCOTIA CAPITAL INC. trimmed | 71,226 | $5M | 0.1% | 2026-Q2 |
| HANCOCK WHITNEY CORP | 70,919 | $5M | 0.1% | 2026-Q2 |
| Pictet North America Advisors SA | 68,853 | $5M | 0.1% | 2026-Q2 |
| Arrow Investment Advisors, LLC trimmed | 68,419 | $5M | 0.1% | 2026-Q2 |
| Quantinno Capital Management LP trimmed | 65,931 | $5M | 0.1% | 2026-Q2 |
| MV CAPITAL MANAGEMENT, INC. | 64,445 | $4M | 0.1% | 2026-Q2 |
| Evelyn Partners Group Ltd new | 63,236 | $4M | 0.1% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 62,396 | $4M | 0.1% | 2026-Q2 |
| Galvin, Gaustad & Stein, LLC new | 61,532 | $4M | 0.1% | 2026-Q2 |
| SageView Advisory Group, LLC added | 60,895 | $4M | 0.1% | 2026-Q2 |
| Orion Porfolio Solutions, LLC added | 60,290 | $4M | 0.1% | 2026-Q2 |
| TRUIST FINANCIAL CORP added | 59,629 | $4M | 0.1% | 2026-Q2 |
| Dorsey Wright & Associates trimmed | 59,533 | $4M | 0.1% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 58,205 | $4M | 0.1% | 2026-Q2 |
| Cerity Partners LLC added | 56,905 | $4M | 0.1% | 2026-Q2 |
| Endowment Wealth Management, Inc. added | 56,250 | $4M | 0.1% | 2026-Q2 |
| Csenge Advisory Group added | 53,132 | $4M | 0.1% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV added | 52,979 | $4M | 0.1% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 52,801 | $4M | 0.1% | 2026-Q2 |
| Bleakley Financial Group, LLC added | 51,877 | $4M | 0.1% | 2026-Q2 |
| Arkadios Wealth Advisors added | 47,600 | $3M | 0.1% | 2026-Q2 |
| BARINGS LLC trimmed | 45,824 | $3M | 0.0% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 45,181 | $3M | 0.0% | 2026-Q2 |
| MassMutual Private Wealth & Trust, FSB trimmed | 45,118 | $3M | 0.0% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 44,953 | $3M | 0.0% | 2026-Q2 |
| Global Retirement Partners, LLC added | 44,417 | $3M | 0.0% | 2026-Q2 |
| INSIGNEO ADVISORY SERVICES, LLC added | 44,248 | $3M | 0.0% | 2026-Q2 |
| Caitlin John, LLC added | 39,846 | $3M | 0.0% | 2026-Q2 |
| Blueprint Financial Advisors LLC | 39,375 | $3M | 0.0% | 2026-Q2 |
| Blueprint Investment Partners LLC | 39,375 | $3M | 0.0% | 2026-Q2 |
| FRANKLIN RESOURCES INC trimmed | 35,913 | $2M | 0.0% | 2026-Q2 |
| Hudson Portfolio Management LLC trimmed | 35,503 | $2M | 0.0% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 34,526 | $2M | 0.0% | 2026-Q2 |
| Mariner, LLC trimmed | 34,290 | $2M | 0.0% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC added | 33,773 | $2M | 0.0% | 2026-Q2 |
| BRASADA CAPITAL MANAGEMENT, LP trimmed | 0 | $3M | 0.0% | 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.