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On this page, we present all of the funds holding EZM from our database of 13F filers, detailed in the table below.
The first column indicates the name of each of the funds holding EZM, with a link to that fund's top holdings. The next columns
indicate the amount of EZM stock held by each of the funds holding EZM, followed by the EZM position size held by the fund, and lastly the
date of the quarterly filing period the data represents. In total, we count 147 funds holding EZM within the last two filing periods in our coverage universe of 13F filers,
with the largest position size having been reported by UBS Group AG. For more details on the positions held by UBS Group AG
(or by any of the other funds holding EZM), click the fund name in the "Holder" column of the funds-holding-EZM table below.
| Holder | Amount | Position Size
($ in 1000's) | As of |
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 UBS Group AG | 1,126,939 | $64,675 | 12/31/2023 | | EZM | 1,126,939 | $64,675 | 12/31/2023 | | Bank of America Corp DE | 718,700 | $41,246 | 12/31/2023 | | EZM | 718,700 | $41,246 | 12/31/2023 | | Truist Financial Corp | 536,560 | $30,793 | 12/31/2023 | | EZM | 536,560 | $30,793 | 12/31/2023 | | DAVENPORT & Co LLC | 472,211 | $28,814 | 03/31/2024 | | EZM | 472,211 | $28,814 | 03/31/2024 | | Morgan Stanley | 478,078 | $27,437 | 12/31/2023 | | EZM | 478,078 | $27,437 | 12/31/2023 | | LPL Financial LLC | 405,788 | $23,288 | 12/31/2023 | | EZM | 405,788 | $23,288 | 12/31/2023 | | Eqis Capital Management Inc. | 362,496 | $20,804 | 12/31/2023 | | EZM | 362,496 | $20,804 | 12/31/2023 | | Raymond James Financial Services Advisors Inc. | 291,593 | $17,793 | 03/31/2024 | | EZM | 291,593 | $17,793 | 03/31/2024 | | Baird Financial Group Inc. | 267,600 | $15,358 | 12/31/2023 | | EZM | 267,600 | $15,358 | 12/31/2023 | | HighTower Advisors LLC | 184,830 | $11,274 | 03/31/2024 | | EZM | 184,830 | $11,274 | 03/31/2024 | | Ieq Capital LLC | 193,093 | $11,082 | 12/31/2023 | | EZM | 193,093 | $11,082 | 12/31/2023 | | Private Advisor Group LLC | 169,135 | $10,321 | 03/31/2024 | | EZM | 169,135 | $10,321 | 03/31/2024 | | Consolidated Planning Corp | 149,868 | $9,145 | 03/31/2024 | | EZM | 149,868 | $9,145 | 03/31/2024 | | Great Point Wealth Advisors LLC | 157,282 | $9,026 | 12/31/2023 | | EZM | 157,282 | $9,026 | 12/31/2023 | | Clearwater Capital Advisors LLC | 153,474 | $8,808 | 12/31/2023 | | EZM | 153,474 | $8,808 | 12/31/2023 | | Envestnet Asset Management Inc. | 143,877 | $8,257 | 12/31/2023 | | EZM | 143,877 | $8,257 | 12/31/2023 | | JPMorgan Chase & Co. | 138,133 | $7,927 | 12/31/2023 | | EZM | 138,133 | $7,927 | 12/31/2023 | | Wells Fargo & Company MN | 126,006 | $7,232 | 12/31/2023 | | EZM | 126,006 | $7,232 | 12/31/2023 | | Cetera Advisors LLC | 124,639 | $7,153 | 12/31/2023 | | EZM | 124,639 | $7,153 | 12/31/2023 | | Royal Bank of Canada | 119,635 | $6,866 | 12/31/2023 | | EZM | 119,635 | $6,866 | 12/31/2023 | | Equitable Holdings Inc. | 92,625 | $5,316 | 12/31/2023 | | EZM | 92,625 | $5,316 | 12/31/2023 | | Cambridge Investment Research Advisors Inc. | 77,661 | $4,739 | 03/31/2024 | | EZM | 77,661 | $4,739 | 03/31/2024 | | Mercer Global Advisors Inc. ADV | 79,777 | $4,578 | 12/31/2023 | | EZM | 79,777 | $4,578 | 12/31/2023 | | Lauer Wealth LLC | 75,933 | $4,462 | 03/31/2024 | | EZM | 75,933 | $4,462 | 03/31/2024 | | Breakwater Capital Group | 69,996 | $4,271 | 03/31/2024 | | EZM | 69,996 | $4,271 | 03/31/2024 | | Theory Financial LLC | 71,812 | $4,121 | 12/31/2023 | | EZM | 71,812 | $4,121 | 12/31/2023 | | Synovus Financial Corp | 64,218 | $3,686 | 12/31/2023 | | EZM | 64,218 | $3,686 | 12/31/2023 | | First Western Trust Bank | 61,904 | $3,553 | 12/31/2023 | | EZM | 61,904 | $3,553 | 12/31/2023 | | Janney Montgomery Scott LLC | 47,225 | $2,882 | 03/31/2024 | | EZM | 47,225 | $2,882 | 03/31/2024 | | Culbertson A N & Co. Inc. | 46,180 | $2,818 | 03/31/2024 | | EZM | 46,180 | $2,818 | 03/31/2024 | | Advisor Group Holdings Inc. | 48,296 | $2,772 | 12/31/2023 | | EZM | 48,296 | $2,772 | 12/31/2023 | | Mather Group LLC. | 47,647 | $2,734 | 03/31/2024 | | EZM | 47,647 | $2,734 | 03/31/2024 | | GHP Investment Advisors Inc. | 44,736 | $2,730 | 03/31/2024 | | EZM | 44,736 | $2,730 | 03/31/2024 | | Susquehanna International Group LLP | 43,118 | $2,631 | 03/31/2024 | | EZM | 43,118 | $2,631 | 03/31/2024 | | Cetera Investment Advisers | 44,885 | $2,576 | 12/31/2023 | | EZM | 44,885 | $2,576 | 12/31/2023 | | Kestra Advisory Services LLC | 38,902 | $2,233 | 12/31/2023 | | EZM | 38,902 | $2,233 | 12/31/2023 | | Commonwealth Equity Services LLC | 34,775 | $2,122 | 03/31/2024 | | EZM | 34,775 | $2,122 | 03/31/2024 | | Ameriprise Financial Inc. | 36,669 | $2,104 | 12/31/2023 | | EZM | 36,669 | $2,104 | 12/31/2023 | | Northeast Financial Consultants Inc | 33,705 | $1,934 | 12/31/2023 | | EZM | 33,705 | $1,934 | 12/31/2023 | | Flagship Harbor Advisors LLC | 28,305 | $1,727 | 03/31/2024 | | EZM | 28,305 | $1,727 | 03/31/2024 | | NewSquare Capital LLC | 26,360 | $1,513 | 12/31/2023 | | EZM | 26,360 | $1,513 | 12/31/2023 | | Raymond James & Associates | 24,522 | $1,496 | 03/31/2024 | | EZM | 24,522 | $1,496 | 03/31/2024 | | Investors Research Corp | 22,783 | $1,390 | 03/31/2024 | | EZM | 22,783 | $1,390 | 03/31/2024 | | CENTRAL TRUST Co | 21,900 | $1,336 | 03/31/2024 | | EZM | 21,900 | $1,336 | 03/31/2024 | | L & S Advisors Inc | 21,900 | $1,257 | 12/31/2023 | | EZM | 21,900 | $1,257 | 12/31/2023 | | Apella Capital LLC | 20,925 | $1,256 | 03/31/2024 | | EZM | 20,925 | $1,256 | 03/31/2024 | | Mason Investment Advisory Services Inc. | 21,451 | $1,231 | 12/31/2023 | | EZM | 21,451 | $1,231 | 12/31/2023 | | Cetera Advisor Networks LLC | 21,268 | $1,221 | 12/31/2023 | | EZM | 21,268 | $1,221 | 12/31/2023 | | Team Financial Group LLC | 20,665 | $1,186 | 12/31/2023 | | EZM | 20,665 | $1,186 | 12/31/2023 | | RVW Wealth LLC | 19,265 | $1,176 | 03/31/2024 | | EZM | 19,265 | $1,176 | 03/31/2024 | | Price T Rowe Associates Inc. MD | 19,180 | $1,101 | 12/31/2023 | | EZM | 19,180 | $1,101 | 12/31/2023 | | Western Wealth Management LLC | 16,703 | $1,019 | 03/31/2024 | | EZM | 16,703 | $1,019 | 03/31/2024 | | Flow Traders U.S. LLC | 16,665 | $956 | 12/31/2023 | | EZM | 16,665 | $956 | 12/31/2023 | | StrategIQ Financial Group LLC | 16,419 | $942 | 12/31/2023 | | EZM | 16,419 | $942 | 12/31/2023 | | Asset Dedication LLC | 15,293 | $933 | 03/31/2024 | | EZM | 15,293 | $933 | 03/31/2024 | | Oxler Private Wealth LLC | 14,319 | $874 | 03/31/2024 | | EZM | 14,319 | $874 | 03/31/2024 | | Institute for Wealth Management LLC. | 12,819 | $782 | 03/31/2024 | | EZM | 12,819 | $782 | 03/31/2024 | | Savant Capital LLC | 12,000 | $732 | 03/31/2024 | | EZM | 12,000 | $732 | 03/31/2024 | | Aurora Private Wealth Inc. | 12,080 | $732 | 03/31/2024 | | EZM | 12,080 | $732 | 03/31/2024 | | Hibernia Wealth Partners LLC | 11,475 | $700 | 03/31/2024 | | EZM | 11,475 | $700 | 03/31/2024 | | Pacific Sun Financial Corp | 11,320 | $691 | 03/31/2024 | | EZM | 11,320 | $691 | 03/31/2024 | | LBJ Family Wealth Advisors Ltd. | 10,659 | $650 | 03/31/2024 | | EZM | 10,659 | $650 | 03/31/2024 | | Per Stirling Capital Management LLC. | 10,560 | $606 | 12/31/2023 | | EZM | 10,560 | $606 | 12/31/2023 | | Northwestern Mutual Wealth Management Co. | 9,906 | $568 | 12/31/2023 | | EZM | 9,906 | $568 | 12/31/2023 | | PSI Advisors LLC | 8,293 | $506 | 03/31/2024 | | EZM | 8,293 | $506 | 03/31/2024 | | Beacon Pointe Advisors LLC | 8,627 | $495 | 12/31/2023 | | EZM | 8,627 | $495 | 12/31/2023 | | CVA Family Office LLC | 8,042 | $491 | 03/31/2024 | | EZM | 8,042 | $491 | 03/31/2024 | | Vicus Capital | 7,206 | $440 | 03/31/2024 | | EZM | 7,206 | $440 | 03/31/2024 | | Sontag Advisory LLC | 7,195 | $439 | 03/31/2024 | | EZM | 7,195 | $439 | 03/31/2024 | | Wealth Enhancement Advisory Services LLC | 7,123 | $435 | 03/31/2024 | | EZM | 7,123 | $435 | 03/31/2024 | | S.A. Mason LLC | 7,079 | $432 | 03/31/2024 | | EZM | 7,079 | $432 | 03/31/2024 | | Financial Insights Inc. | 6,936 | $423 | 03/31/2024 | | EZM | 6,936 | $423 | 03/31/2024 | | Centric Wealth Management | 7,191 | $412 | 03/31/2024 | | EZM | 7,191 | $412 | 03/31/2024 | | Stifel Financial Corp | 7,185 | $412 | 12/31/2023 | | EZM | 7,185 | $412 | 12/31/2023 | | Cresset Asset Management LLC | 6,975 | $400 | 12/31/2023 | | EZM | 6,975 | $400 | 12/31/2023 | | Unionview LLC | 6,223 | $380 | 03/31/2024 | | EZM | 6,223 | $380 | 03/31/2024 | | Creative Planning | 6,591 | $378 | 12/31/2023 | | EZM | 6,591 | $378 | 12/31/2023 | | MML Investors Services LLC | 6,316 | $362 | 12/31/2023 | | EZM | 6,316 | $362 | 12/31/2023 | | Laurel Wealth Advisors LLC | 6,284 | $361 | 12/31/2023 | | EZM | 6,284 | $361 | 12/31/2023 | | Raymond James Trust N.A. | 5,578 | $340 | 03/31/2024 | | EZM | 5,578 | $340 | 03/31/2024 | | Sargent Investment Group LLC | 5,860 | $336 | 12/31/2023 | | EZM | 5,860 | $336 | 12/31/2023 | | Envestnet Portfolio Solutions Inc. | 5,070 | $309 | 03/31/2024 | | EZM | 5,070 | $309 | 03/31/2024 | | Stratos Wealth Partners LTD. | 5,009 | $306 | 03/31/2024 | | EZM | 5,009 | $306 | 03/31/2024 | | Cornerstone Wealth Management LLC | 4,905 | $299 | 03/31/2024 | | EZM | 4,905 | $299 | 03/31/2024 | | Kingsview Wealth Management LLC | 5,156 | $296 | 12/31/2023 | | EZM | 5,156 | $296 | 12/31/2023 | | Cerity Partners LLC | 5,098 | $293 | 12/31/2023 | | EZM | 5,098 | $293 | 12/31/2023 | | BlueChip Wealth Advisors LLC | 4,644 | $283 | 03/31/2024 | | EZM | 4,644 | $283 | 03/31/2024 | | McKinley Carter Wealth Services Inc. | 4,364 | $266 | 03/31/2024 | | EZM | 4,364 | $266 | 03/31/2024 | | Exencial Wealth Advisors LLC | 4,575 | $263 | 12/31/2023 | | EZM | 4,575 | $263 | 12/31/2023 | | Captrust Financial Advisors | 4,415 | $253 | 12/31/2023 | | EZM | 4,415 | $253 | 12/31/2023 | | Capital Management Corp VA | 4,374 | $251 | 12/31/2023 | | EZM | 4,374 | $251 | 12/31/2023 | | Howard Wealth Management LLC | 3,970 | $242 | 03/31/2024 | | EZM | 3,970 | $242 | 03/31/2024 | | Mariner LLC | 4,136 | $237 | 12/31/2023 | | EZM | 4,136 | $237 | 12/31/2023 | | Steward Partners Investment Advisory LLC | 4,128 | $237 | 12/31/2023 | | EZM | 4,128 | $237 | 12/31/2023 | | Chicago Partners Investment Group LLC | 3,972 | $231 | 03/31/2024 | | EZM | 3,972 | $231 | 03/31/2024 | | Comerica Bank | 3,985 | $229 | 12/31/2023 | | EZM | 3,985 | $229 | 12/31/2023 | | Financial Counselors Inc. | 3,683 | $225 | 03/31/2024 | | EZM | 3,683 | $225 | 03/31/2024 | | Arete Wealth Advisors LLC | 3,836 | $220 | 12/31/2023 | | EZM | 3,836 | $220 | 12/31/2023 | | Principle Wealth Partners LLC | 3,500 | $214 | 03/31/2024 | | EZM | 3,500 | $214 | 03/31/2024 | | Avantax Advisory Services Inc. | 3,706 | $213 | 12/31/2023 | | EZM | 3,706 | $213 | 12/31/2023 | | Kaydan Wealth Management Inc. | 3,450 | $211 | 03/31/2024 | | EZM | 3,450 | $211 | 03/31/2024 | | Bank of New York Mellon Corp | 3,383 | $206 | 03/31/2024 | | EZM | 3,383 | $206 | 03/31/2024 | | Insight Advisors LLC PA | 3,316 | $202 | 03/31/2024 | | EZM | 3,316 | $202 | 03/31/2024 | | Dana Investment Advisors Inc. | 3,516 | $202 | 12/31/2023 | | EZM | 3,516 | $202 | 12/31/2023 | | Retirement Income Solutions Inc | 3,291 | $201 | 03/31/2024 | | EZM | 3,291 | $201 | 03/31/2024 | | Montag A & Associates Inc. | 3,179 | $194 | 03/31/2024 | | EZM | 3,179 | $194 | 03/31/2024 | | Qube Research & Technologies Ltd | 2,806 | $161 | 12/31/2023 | | EZM | 2,806 | $161 | 12/31/2023 | | DHJJ Financial Advisors Ltd. | 2,370 | $145 | 03/31/2024 | | EZM | 2,370 | $145 | 03/31/2024 | | FMR LLC | 2,477 | $142 | 12/31/2023 | | EZM | 2,477 | $142 | 12/31/2023 | | Ancora Advisors LLC | 2,210 | $127 | 12/31/2023 | | EZM | 2,210 | $127 | 12/31/2023 | | The PNC Financial Services Group Inc. | 1,525 | $88 | 12/31/2023 | | EZM | 1,525 | $88 | 12/31/2023 | | Franklin Resources Inc. | 1,500 | $86 | 12/31/2023 | | EZM | 1,500 | $86 | 12/31/2023 | | US Bancorp DE | 1,250 | $76 | 03/31/2024 | | EZM | 1,250 | $76 | 03/31/2024 | | Capital Advisors Ltd. LLC | 1,232 | $75 | 03/31/2024 | | EZM | 1,232 | $75 | 03/31/2024 | | Horizons Wealth Management | 1,233 | $71 | 03/31/2024 | | EZM | 1,233 | $71 | 03/31/2024 | | Whittier Trust Co. of Nevada Inc. | 900 | $55 | 03/31/2024 | | EZM | 900 | $55 | 03/31/2024 | | Global Retirement Partners LLC | 895 | $55 | 03/31/2024 | | EZM | 895 | $55 | 03/31/2024 | | Sugarloaf Wealth Management LLC | 750 | $46 | 03/31/2024 | | EZM | 750 | $46 | 03/31/2024 | | Blair William & Co. IL | 765 | $44 | 12/31/2023 | | EZM | 765 | $44 | 12/31/2023 | | Coastal Investment Advisors Inc. | 700 | $43 | 03/31/2024 | | EZM | 700 | $43 | 03/31/2024 | | Newbridge Financial Services Group Inc. | 632 | $39 | 03/31/2024 | | EZM | 632 | $39 | 03/31/2024 | | Citigroup Inc. | 643 | $37 | 12/31/2023 | | EZM | 643 | $37 | 12/31/2023 | | Benjamin F. Edwards & Company Inc. | 575 | $35 | 03/31/2024 | | EZM | 575 | $35 | 03/31/2024 | | Oakworth Capital Inc. | 554 | $34 | 03/31/2024 | | EZM | 554 | $34 | 03/31/2024 | | Creative Financial Designs Inc. ADV | 547 | $33 | 03/31/2024 | | EZM | 547 | $33 | 03/31/2024 | | Northwest Investment Counselors LLC | 535 | $33 | 03/31/2024 | | EZM | 535 | $33 | 03/31/2024 | | Sound Income Strategies LLC | 545 | $33 | 03/31/2024 | | EZM | 545 | $33 | 03/31/2024 | | ICA Group Wealth Management LLC | 555 | $32 | 12/31/2023 | | EZM | 555 | $32 | 12/31/2023 | | CWM LLC | 510 | $31 | 03/31/2024 | | EZM | 510 | $31 | 03/31/2024 | | Northwest Capital Management Inc | 510 | $31 | 03/31/2024 | | EZM | 510 | $31 | 03/31/2024 | | Trust Co. of Vermont | 400 | $24 | 03/31/2024 | | EZM | 400 | $24 | 03/31/2024 | | GPS Wealth Strategies Group LLC | 394 | $24 | 03/31/2024 | | EZM | 394 | $24 | 03/31/2024 | | Harbour Investments Inc. | 327 | $19 | 12/31/2023 | | EZM | 327 | $19 | 12/31/2023 | | NBC Securities Inc. | 288 | $17 | 03/31/2024 | | EZM | 288 | $17 | 03/31/2024 | | Colonial Trust Advisors | 225 | $13 | 12/31/2023 | | EZM | 225 | $13 | 12/31/2023 | | Register Financial Advisors LLC | 200 | $12 | 03/31/2024 | | EZM | 200 | $12 | 03/31/2024 | | Ruedi Wealth Management Inc. | 159 | $10 | 03/31/2024 | | EZM | 159 | $10 | 03/31/2024 | | GWM Advisors LLC | 150 | $9 | 12/31/2023 | | EZM | 150 | $9 | 12/31/2023 | | Spire Wealth Management | 125 | $8 | 03/31/2024 | | EZM | 125 | $8 | 03/31/2024 | | Tucker Asset Management LLC | 113 | $7 | 12/31/2023 | | EZM | 113 | $7 | 12/31/2023 | | EPG Wealth Management LLC | 113 | $6 | 12/31/2023 | | EZM | 113 | $6 | 12/31/2023 | | BlackRock Inc. | 90 | $5 | 12/31/2023 | | EZM | 90 | $5 | 12/31/2023 | | Atlantic Edge Private Wealth Management LLC | 45 | $3 | 12/31/2023 | | EZM | 45 | $3 | 12/31/2023 | | Castleview Partners LLC | 43 | $2 | 12/31/2023 | | EZM | 43 | $2 | 12/31/2023 | | Smartleaf Asset Management LLC | 24 | $1 | 03/31/2024 | | EZM | 24 | $1 | 03/31/2024 | | Proequities Inc. | 0 | $0 | 03/31/2024 | | EZM | 0 | $0 | 03/31/2024 | | Assetmark Inc. | 1 | $0 | 03/31/2024 | | EZM | 1 | $0 | 03/31/2024 | | DB Wealth Management Group LLC | 7 | $0 | 12/31/2023 | | EZM | 7 | $0 | 12/31/2023 |
See Summary: Institutional Holders of EZM
See Details: Top 10 Hedge Funds Holding EZM
Also See: EZM Holdings Changes
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