146 tracked 13F filers disclose a position in EZM as of the latest SEC 13F filings, a combined $493.1M in reported value. 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.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | DAVENPORT & Co LLC | $67.4M | 889K | ▲+23% Added · +166K sh | Q2 2026 | |
| 2 | UBS Group AG | $39.0M | 580K | ▼−3.9% Reduced · −24K sh | Q1 2026 | |
| 3 | BANK OF AMERICA CORP /DE/ | $33.3M | 495K | ▼−2.2% Reduced · −11K sh | Q1 2026 | |
| 4 | MORGAN STANLEY | $30.9M | 460K | ▲+0.1% Added · +628 sh | Q1 2026 | |
| 5 | TRUIST FINANCIAL CORP | $29.5M | 439K | ▲+17% Added · +64K sh | Q1 2026 | |
| 6 | LPL Financial LLC | $28.8M | 429K | ▲+72% Added · +180K sh | Q1 2026 | |
| 7 | Baird Financial Group, Inc. | $21.7M | 323K | ▼−3.0% Reduced · −10K sh | Q1 2026 | |
| 8 | CPC Advisors, LLC | $20.3M | 268K | ▲+2.0% Added · +5K sh | Q2 2026 | |
| 9 | IEQ CAPITAL, LLC | $13.7M | 204K | —Held | Q1 2026 | |
| 10 | Private Advisor Group, LLC | $13.4M | 176K | ▲+0.8% Added · +1K sh | Q2 2026 | |
| 11 | ROYAL BANK OF CANADA | $10.2M | 152K | ▲+15% Added · +20K sh | Q1 2026 | |
| 12 | HighTower Advisors, LLC | $9.5M | 141K | ▼−9.9% Reduced · −15K sh | Q1 2026 | |
| 13 | JPMORGAN CHASE & CO | $7.9M | 120K | ▼−0.7% Reduced · −897 sh | Q1 2026 | |
| 14 | WELLS FARGO & COMPANY/MN | $7.7M | 115K | ▲+26% Added · +23K sh | Q1 2026 | |
| 15 | THEORY FINANCIAL LLC | $8.3M | 109K | ▲+22% Added · +20K sh | Q2 2026 | |
| 16 | RAYMOND JAMES FINANCIAL INC | $7.2M | 107K | ▼−28% Reduced · −42K sh | Q1 2026 | |
| 17 | Steward Partners Investment Advisory, LLC | $7.0M | 104K | ▲+0.1% Added · +131 sh | Q1 2026 | |
| 18 | Provident Wealth Management, LLC | $7.7M | 102K | ▲+2.3% Added · +2K sh | Q2 2026 | |
| 19 | Pinnacle Financial Partners, Inc. | $5.8M | 87K | ▼−0.1% Reduced · −66 sh | Q1 2026 | |
| 20 | ENVESTNET ASSET MANAGEMENT INC | $5.7M | 84K | ▼−1.8% Reduced · −2K sh | Q1 2026 | |
| 21 | Davidson Kahn Capital Management, LLC | $6.0M | 79K | ▼−1.4% Reduced · −1K sh | Q2 2026 | |
| 22 | Breakwater Capital Group | $5.9M | 78K | ▼−2.5% Reduced · −2K sh | Q2 2026 | |
| 23 | Sylvest Advisors, LLC | $4.7M | 62K | ▲+9.2% Added · +5K sh | Q2 2026 | |
| 24 | Cetera Investment Advisers | $4.1M | 62K | ▼−4.2% Reduced · −3K sh | Q1 2026 | |
| 25 | TopTier Wealth Management, LLC | $4.6M | 61K | ▼−0.3% Reduced · −197 sh | Q2 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.
Last quarter, 2 funds opened a new position in EZM and 11 added to an existing one, while 19 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Combined value |
|---|---|---|
| APPLE INCAAPL | 62 funds | $103.0B |
| AMAZON.COM INCAMZN | 59 funds | $61.0B |
| NVIDIA CORPNVDA | 58 funds | $130.6B |
| MICROSOFT CORPMSFT | 58 funds | $92.2B |
| ISHARES CORE S&P 500 ETFIVV | 58 funds | $10.9B |
| ALPHABET INC-CL AGOOGL | 57 funds | $54.2B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 57 funds | $12.4B |
| ALPHABET INC-CL CGOOG | 56 funds | $39.8B |
| ELI LILLY & COLLY | 56 funds | $27.3B |
| BROADCOM INCAVGO | 55 funds | $53.2B |
| JPMORGAN CHASE & COJPM | 55 funds | $24.1B |
| ABBVIE INCABBV | 55 funds | $10.2B |
Ranked by how many of EZM's institutional holders also hold each name, a cross-fund conviction signal.
No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.
| Class | 13F holders | Value held |
|---|---|---|
| DLNcs | 388 funds | $3.7B |
| DONcs | 375 funds | $2.0B |
| DXJcs | 313 funds | $2.7B |
| DEScs | 293 funds | $983.9M |
| DEMcs | 289 funds | $2.3B |
| EPIcs | 215 funds | $1.0B |
| DHScs | 209 funds | $702.4M |
| DGScs | 198 funds | $938.2M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for EZM
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/EZM/capital-change-brief"
Use Arkolith's capital_change_brief for EZM. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
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.