Security record · archived quarter
EZM
name pending profile ingest
7Tracked holders
0Δ holders
737.25KShares held
$48.59MReported value
+0New positions
−0Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow -1.5% · net new positions 0.0% — formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q3 2025
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 43 | 0 | 3.72M | $282.23M | +1 | −1 |
| Q1 2026 | 44 | +1 | 3.88M | $260.83M | +3 | −2 |
| Q4 2025 | 43 | -1 | 3.68M | $245.76M | — | −1 |
| Q3 2025 | 7 | 0 | 737.25K | $48.59M | — | — |
| Q2 2025 | 5 | 0 | 37.08K | $2.29M | — | — |
| Q1 2025 | 3 | +1 | 29.03K | $1.73M | +1 | — |
| Q4 2024 | 2 | -1 | 18.84K | $1.18M | — | −1 |
| Q3 2024 | 3 | 0 | 55.60K | $3.47M | — | — |
| Q2 2024 | 3 | — | 28.24K | $1.63M | — | — |
Who holds it · Q3 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 462.68K | — | $30.50M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Morgan Stanley ✦ | 462.68K | — | $30.50M | 0.0% | n/c | 1 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 462.68K | — | $30.50M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | JPMorgan Chase ✦ | 248.90K | — | $16.40M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | JPMorgan Chase ✦ | 248.90K | — | $16.40M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | JPMorgan Chase ✦ | 248.90K | — | $16.40M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | JPMorgan Chase ✦ | 248.90K | — | $16.40M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | JPMorgan Chase ✦ | 248.90K | — | $16.40M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | JPMorgan Chase ✦ | 248.90K | — | $16.40M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | JPMorgan Chase ✦ | 248.90K | — | $16.40M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | JPMorgan Chase ✦ | 248.90K | — | $16.40M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | JPMorgan Chase ✦ | 248.90K | — | $16.40M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | JPMorgan Chase ✦ | 248.90K | — | $16.40M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | T. Rowe Price ✦ | 14.65K | 0.0% | $966,000 | 0.0% | Held | 6 | SEC ↗ |
| 15 | D. E. Shaw & Co. ✦ | 4.19K | 0.0% | $276,229 | 0.0% | Held | 6 | SEC ↗ |
| 16 | Citadel Advisors ✦ | 3.84K | -74.8% | $253,358 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 17 | Fidelity (FMR) ✦ | 2.90K | +1.1% | $190,831 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Fidelity (FMR) ✦ | 2.90K | +1.1% | $190,831 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | BlackRock ✦ (passive) | 90 | 0.0% | $5,932 | 0.0% | Held | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 170 holders, 7.46M shares, $491.80M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q3 2025 ·
Methodology ·
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