The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This stock page is the Follow view. The Build view lets your agent query EZM owners, fund changes, insider filings, and source links through REST or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/EZM"
Use Arkolith to show who owns EZM, which funds added or reduced it, and which SEC filings prove each claim.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | DAVENPORT & Co LLC | $48.6M | 723K | ▲+17% Added · +103K sh | Q1 2026 | |
| 2 | IEQ CAPITAL, LLC | $13.7M | 204K | —Held | Q1 2026 | |
| 3 | Private Advisor Group, LLC | $11.8M | 175K | ▲+0.8% Added · +1K sh | Q1 2026 | |
| 4 | Steward Partners Investment Advisory, LLC | $7.0M | 104K | ▲+0.1% Added · +131 sh | Q1 2026 | |
| 5 | Pinnacle Financial Partners, Inc. | $5.8M | 87K | ▼−0.1% Reduced · −66 sh | Q1 2026 | |
| 6 | Equitable Holdings, Inc. | $2.6M | 40K | ▼−58% Reduced · −54K sh | Q1 2026 | |
| 7 | CITADEL ADVISORS LLC | $2.0M | 30K | ▲New +30K sh | Q1 2026 | |
| 8 | FLAGSHIP HARBOR ADVISORS, LLC | $1.7M | 25K | ▲~0% Added · +1 sh | Q1 2026 | |
| 9 | Kestra Advisory Services, LLC | $1.6M | 25K | ▲+18% Added · +4K sh | Q1 2026 | |
| 10 | Apella Capital, LLC | $1.5M | 21K | —Held | Q1 2026 | |
| 11 | Orion Porfolio Solutions, LLC | $1.3M | 19K | ▼−0.3% Reduced · −64 sh | Q1 2026 | |
| 12 | Summit Financial, LLC | $1.2M | 18K | ▼−0.5% Reduced · −83 sh | Q1 2026 | |
| 13 | Merit Financial Group, LLC | $1.2M | 18K | ▼−15% Reduced · −3K sh | Q1 2026 | |
| 14 | Savant Capital, LLC | $936K | 14K | ▲+16% Added · +2K sh | Q1 2026 | |
| 15 | Waverly Advisors, LLC | $752K | 11K | ▼−5.1% Reduced · −598 sh | Q1 2026 | |
| 16 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $601K | 9K | ▲+0.3% Added · +23 sh | Q1 2026 | |
| 17 | Cresset Asset Management, LLC | $469K | 7K | —Held | Q1 2026 | |
| 18 | Beacon Pointe Advisors, LLC | $466K | 7K | ▲+1.5% Added · +102 sh | Q1 2026 | |
| 19 | BLAIR WILLIAM & CO/IL | $457K | 7K | —Held | Q1 2026 | |
| 20 | Composition Wealth, LLC | $430K | 6K | ▲+0.3% Added · +17 sh | Q1 2026 | |
| 21 | NewEdge Advisors, LLC | $367K | 5K | —Held | Q1 2026 | |
| 22 | Dana Investment Advisors, Inc. | $367K | 5K | ▼−3.9% Reduced · −222 sh | Q1 2026 | |
| 23 | Cornerstone Wealth Management, LLC | $365K | 5K | ▼−5.5% Reduced · −316 sh | Q1 2026 | |
| 24 | HighPoint Advisor Group LLC | $361K | 5K | ▼−0.7% Reduced · −36 sh | Q1 2026 | |
| 25 | Kingsview Wealth Management, LLC | $346K | 5K | —Held | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
No Form 4 insider transactions on file yet.
| Company | Co-held by | Combined value |
|---|---|---|
| ISHARES CORE S&P 500 ETFIVV | 45 funds | $16.9B |
| APPLE INCAAPL | 45 funds | $16.1B |
| NVIDIA CORPNVDA | 45 funds | $15.4B |
| MICROSOFT CORPMSFT | 45 funds | $12.5B |
| AMAZON.COM INCAMZN | 45 funds | $10.5B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 45 funds | $10.0B |
| META PLATFORMS INC-CLASS AMETA | 45 funds | $6.2B |
| JPMORGAN CHASE & COJPM | 45 funds | $6.0B |
| BROADCOM INCAVGO | 45 funds | $5.9B |
| ALPHABET INC-CL CGOOG | 45 funds | $5.7B |
| VANGUARD VALUE ETFVTV | 45 funds | $5.1B |
| INVESCO QQQ TRUST SERIES 1QQQ | 45 funds | $4.6B |
Ranked by how many of EZM's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
No filings captured for this ticker in the live stream yet.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for EZM. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.