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Funds Holding EFZ

On this page, we present all of the funds holding EFZ from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding EFZ, with a link to that fund's top holdings. The next columns indicate the amount of EFZ stock held by each of the funds holding EFZ, followed by the EFZ position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 24 funds holding EFZ within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Morgan Stanley. For more details on the positions held by Morgan Stanley (or by any of the other funds holding EFZ), click the fund name in the "Holder" column of the funds-holding-EFZ table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Morgan Stanley807,593$13,850 12/31/2023
     EFZ807,593$13,850 12/31/2023
CIBC World Markets Inc.288,950$4,955 12/31/2023
     EFZ288,950$4,955 12/31/2023
Flow Traders U.S. LLC123,426$2,117 12/31/2023
     EFZ123,426$2,117 12/31/2023
Cambridge Investment Research Advisors Inc.96,605$1,657 12/31/2023
     EFZ96,605$1,657 12/31/2023
Oppenheimer & Co. Inc.80,355$1,378 12/31/2023
     EFZ80,355$1,378 12/31/2023
Mutual Advisors LLC75,083$1,288 12/31/2023
     EFZ75,083$1,288 12/31/2023
HighTower Advisors LLC62,773$1,076 12/31/2023
     EFZ62,773$1,076 12/31/2023
Jane Street Group LLC62,534$1,072 12/31/2023
     EFZ62,534$1,072 12/31/2023
Susquehanna International Group LLP49,378$847 12/31/2023
     EFZ49,378$847 12/31/2023
HRT Financial LP31,256$536 12/31/2023
     EFZ31,256$536 12/31/2023
Sound Income Strategies LLC27,576$450 03/31/2024
     EFZ27,576$450 03/31/2024
UBS Group AG19,334$332 12/31/2023
     EFZ19,334$332 12/31/2023
Aurora Private Wealth Inc.18,079$310 12/31/2023
     EFZ18,079$310 12/31/2023
Two Sigma Securities LLC15,585$267 12/31/2023
     EFZ15,585$267 12/31/2023
Belpointe Asset Management LLC15,196$261 12/31/2023
     EFZ15,196$261 12/31/2023
Hedeker Wealth LLC13,248$227 12/31/2023
     EFZ13,248$227 12/31/2023
Global Retirement Partners LLC11,894$209 12/31/2023
     EFZ11,894$209 12/31/2023
Advisory Services Network LLC10,573$181 12/31/2023
     EFZ10,573$181 12/31/2023
Solstein Capital LLC7,506$129 12/31/2023
     EFZ7,506$129 12/31/2023
Geneos Wealth Management Inc.400$7 12/31/2023
     EFZ400$7 12/31/2023
Bank of Montreal Can251$5 12/31/2023
     EFZ251$5 12/31/2023
Qube Research & Technologies Ltd120$2 12/31/2023
     EFZ120$2 12/31/2023
Creekmur Asset Management LLC35$1 12/31/2023
     EFZ35$1 12/31/2023
Wells Fargo & Company MN1$0 12/31/2023
     EFZ1$0 12/31/2023
Proequities Inc.0$0 12/31/2023
     EFZ0$0 12/31/2023

See Summary: Institutional Holders of EFZ
See Details: Top 10 Hedge Funds Holding EFZ
Also See: EFZ Holdings Changes

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