Among active 13F managers last quarter, 15 added and 18 reduced; the largest holder to move was CPC Advisors, LLC (+2.0%).
175 tracked 13F filers disclose a position in EZM as of the latest SEC 13F filings, a combined $525.9M 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Davenport & Co LLC | 889K | $67.4M | ▲+23% Added · +166K sh | Q2 2026 | |
| 2 | UBS Group AG | 580K | $39.0M | ▼−3.9% Reduced · −24K sh | Q1 2026 | |
| 3 | Bank Of America Corp | 495K | $33.3M | ▼−2.2% Reduced · −11K sh | Q1 2026 | |
| 4 | Morgan Stanley | 460K | $30.9M | ▲+0.1% Added · +628 sh | Q1 2026 | |
| 5 | Truist Financial Corp | 439K | $29.5M | ▲+17% Added · +64K sh | Q1 2026 | |
| 6 | LPL Financial LLC | 429K | $28.8M | ▲+72% Added · +180K sh | Q1 2026 | |
| 7 | Baird Financial Group, Inc. | 323K | $21.7M | ▼−3.0% Reduced · −10K sh | Q1 2026 | |
| 8 | CPC Advisors, LLC | 268K | $20.3M | ▲+2.0% Added · +5K sh | Q2 2026 | |
| 9 | IEQ Capital, LLC | 204K | $15.4M | —Held | Q2 2026 | |
| 10 | Clearwater Capital Advisors, LLC | 192K | $14.6M | ▲+0.2% Added · +360 sh | Q2 2026 | |
| 11 | Private Advisor Group, LLC | 176K | $13.4M | ▲+0.8% Added · +1K sh | Q2 2026 | |
| 12 | Royal Bank Of Canada | 152K | $10.2M | ▲+15% Added · +20K sh | Q1 2026 | |
| 13 | Steward Partners Investment Advisory, LLC | 142K | $10.8M | ▲+36% Added · +37K sh | Q2 2026 | |
| 14 | HighTower Advisors, LLC | 141K | $9.5M | ▼−9.9% Reduced · −15K sh | Q1 2026 | |
| 15 | JPMorgan Chase & Co | 120K | $7.9M | ▼−0.7% Reduced · −897 sh | Q1 2026 | |
| 16 | Wells Fargo & Company | 115K | $7.7M | ▲+26% Added · +23K sh | Q1 2026 | |
| 17 | Theory Financial LLC | 109K | $8.3M | ▲+22% Added · +20K sh | Q2 2026 | |
| 18 | Raymond James Financial Inc | 107K | $7.2M | ▼−28% Reduced · −42K sh | Q1 2026 | |
| 19 | Provident Wealth Management, LLC | 102K | $7.7M | ▲+2.3% Added · +2K sh | Q2 2026 | |
| 20 | Envestnet Asset Management Inc | 84K | $5.7M | ▼−1.8% Reduced · −2K sh | Q1 2026 | |
| 21 | Pinnacle Financial Partners, Inc. | 84K | $6.4M | ▼−2.9% Reduced · −3K sh | Q2 2026 | |
| 22 | Davidson Kahn Capital Management, LLC | 79K | $6.0M | ▼−1.4% Reduced · −1K sh | Q2 2026 | |
| 23 | Breakwater Capital Group | 78K | $5.9M | ▼−2.5% Reduced · −2K sh | Q2 2026 | |
| 24 | Sylvest Advisors, LLC | 62K | $4.7M | ▲+9.2% Added · +5K sh | Q2 2026 | |
| 25 | Cetera Investment Advisers | 62K | $4.1M | ▼−4.2% Reduced · −3K sh | 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.
Last quarter, 15 funds added to an existing position in EZM, while 18 reduced. 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 | Their position there |
|---|---|---|
| Apple IncAAPL | 77 funds | $101.4B |
| Nvidia CorpNVDA | 76 funds | $140.9B |
| Amazon.com IncAMZN | 76 funds | $63.1B |
| Microsoft CorpMSFT | 75 funds | $82.7B |
| Alphabet Inc-CL CGOOG | 74 funds | $42.2B |
| Berkshire Hathaway Inc-CL BBRK/B | 74 funds | $12.8B |
| Eli Lilly & CoLLY | 73 funds | $32.6B |
| Alphabet Inc-CL AGOOGL | 72 funds | $68.4B |
| Ishares Core S&P 500 ETFIVV | 72 funds | $22.8B |
| SS SPDR S&P 500 ETF Trust-USSPY | 72 funds | $4.7B |
| JPMorgan Chase & CoJPM | 71 funds | $25.6B |
| Broadcom IncAVGO | 70 funds | $59.2B |
Ranked by how many of EZM's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in EZM.
No filings captured for this ticker in the live stream yet.
Connected entities for EZM
This ETF 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 + quarter-over-quarter ownership changes + 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.