Security record · archived quarter
EZM
name pending profile ingest
43Tracked holders
-1Δ holders
3.68MShares held
$245.76MReported value
+0New positions
−1Exits
Momentum inputs (comparable managers):
holder breadth -2.3% ·
share flow -3.5% ·
net new positions -2.3%
· formula
Broad distribution: falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 8.55K | $620,501 | n/a | −1 |
| Q2 2026 | 42 | 0 | 3.61M | $273.54M | +1 | −2 |
| Q1 2026 | 44 | +1 | 3.88M | $260.83M | +3 | −2 |
| Q4 2025 | 43 | -1 | 3.68M | $245.76M | n/a | −1 |
| Q3 2025 | 7 | 0 | 737.25K | $48.59M | n/a | n/a |
| Q2 2025 | 5 | 0 | 37.08K | $2.29M | n/a | n/a |
| Q1 2025 | 3 | +1 | 29.03K | $1.73M | +1 | n/a |
| Q4 2024 | 2 | -1 | 18.84K | $1.18M | n/a | −1 |
| Q3 2024 | 3 | 0 | 55.60K | $3.47M | n/a | n/a |
| Q2 2024 | 3 | n/a | 28.24K | $1.63M | n/a | n/a |
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | UBS Group AG | 603.53K | n/a | $40.32M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 2 | Bank Of America Corp /De/ | 505.84K | n/a | $33.79M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 3 | Morgan Stanley ✦ | 459.28K | -0.7% | $30.68M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 4 | Truist Financial Corp | 374.94K | n/a | $25.05M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 5 | Baird Financial Group, Inc. | 332.63K | n/a | $22.22M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 6 | LPL Financial LLC | 249.47K | n/a | $16.66M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | HighTower Advisors, LLC | 156.08K | n/a | $10.43M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Raymond James Financial Inc | 149.52K | n/a | $9.99M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 9 | Royal Bank Of Canada | 132.02K | n/a | $8.82M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 10 | JPMorgan Chase ✦ | 120.89K | -51.4% | $8.08M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 11 | Wells Fargo & Company/Mn | 91.66K | n/a | $6.12M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 12 | Envestnet Asset Management Inc | 85.94K | n/a | $5.74M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Cetera Investment Advisers | 64.38K | n/a | $4.30M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | Corient Private Wealth LP | 60.88K | n/a | $4.07M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 15 | Ameriprise Financial Inc | 47.90K | n/a | $3.20M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Commonwealth Equity Services, Llc | 46.85K | n/a | $3.13M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Osaic Holdings, Inc. | 30.44K | n/a | $2.03M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 18 | Bank of New York Mellon Corp | 30.06K | n/a | $2.01M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 19 | Rockefeller Capital Management L.P. | 17.60K | n/a | $1.18M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | T. Rowe Price ✦ | 14.65K | 0.0% | $979,000 | 0.0% | Held | 7 | SEC ↗ |
| 21 | Mercer Global Advisors Inc /Adv | 13.39K | n/a | $894,642 | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Northwestern Mutual Wealth… | 10.54K | n/a | $704,391 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Wealth Enhancement Advisory… | 8.85K | n/a | $610,274 | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Hrt Financial Lp | 8.93K | n/a | $596,000 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Creative Planning | 8.18K | n/a | $546,290 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Blair William & Co/Il | 6.79K | n/a | $453,706 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Stifel Financial Corp | 6.33K | n/a | $423,098 | 0.0% | n/c | 1 | SEC ↗ |
| 28 | Mml Investors Services, Llc | 5.16K | n/a | $344,552 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Mariner, LLC | 4.40K | n/a | $294,187 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | D. E. Shaw & Co. ✦ | 4.19K | 0.0% | $279,959 | 0.0% | Held | 7 | SEC ↗ |
| 31 | Susquehanna International Group, Llp | 4.12K | n/a | $275,550 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Focus Partners Wealth | 3.95K | n/a | $263,920 | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Fidelity (FMR) ✦ | 3.66K | +26.5% | $244,681 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 34 | Captrust Financial Advisors | 3.00K | n/a | $200,066 | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Jones Financial Companies Lllp | 2.83K | n/a | $188,977 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Cwm, Llc | 2.38K | n/a | $159,000 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Us Bancorp \De\ | 1.96K | n/a | $130,594 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Franklin Resources Inc | 1.71K | n/a | $113,894 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Pnc Financial Services Group, Inc. | 1.35K | n/a | $90,447 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 40 | Assetmark, Inc | 1.01K | n/a | $67,310 | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Qube Research & Technologies Ltd | 741 | n/a | $49,499 | 0.0% | n/c | 1 | SEC ↗ |
| 42 | UBS AM, a distinct business unit of… | 722 | n/a | $48,230 | 0.0% | n/c | 1 | SEC ↗ |
| 43 | BlackRock ✦ (passive) | 90 | 0.0% | $6,012 | 0.0% | Held | 3 | 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
| Citadel Advisors | $253,358 | was 0.0% |
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: Q4 2025 ·
Methodology ·
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