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Institutional Holders of EZM

There is a long list of 145 institutional holders of EZM within the last two holding periods in our database of 13F filers, so we've sorted through to present to you just the top 50 institutional holders of EZM by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-EZM table below, the initial column indicates the name of each top institutional holder of EZM, with a link to that fund's top holdings. The next columns indicate the amount of EZM stock held by each of the institutional holders of EZM, followed by the EZM position size held by the institution, and finally the date of the quarterly 13F filing period the holdings data represents for that institution.

HolderAmountPosition Size
($ in 1000's)
 As of
UBS Group AG1,126,939$64,675 12/31/2023
     EZM1,126,939$64,675 12/31/2023
Bank of America Corp DE718,700$41,246 12/31/2023
     EZM718,700$41,246 12/31/2023
Truist Financial Corp536,560$30,793 12/31/2023
     EZM536,560$30,793 12/31/2023
Morgan Stanley478,078$27,437 12/31/2023
     EZM478,078$27,437 12/31/2023
DAVENPORT & Co LLC427,655$24,543 12/31/2023
     EZM427,655$24,543 12/31/2023
LPL Financial LLC405,788$23,288 12/31/2023
     EZM405,788$23,288 12/31/2023
Eqis Capital Management Inc.362,496$20,804 12/31/2023
     EZM362,496$20,804 12/31/2023
Raymond James Financial Services Advisors Inc.291,593$17,793 03/31/2024
     EZM291,593$17,793 03/31/2024
Baird Financial Group Inc.267,600$15,358 12/31/2023
     EZM267,600$15,358 12/31/2023
HighTower Advisors LLC197,692$11,350 12/31/2023
     EZM197,692$11,350 12/31/2023
Ieq Capital LLC193,093$11,082 12/31/2023
     EZM193,093$11,082 12/31/2023
Great Point Wealth Advisors LLC157,282$9,026 12/31/2023
     EZM157,282$9,026 12/31/2023
Clearwater Capital Advisors LLC153,474$8,808 12/31/2023
     EZM153,474$8,808 12/31/2023
Private Advisor Group LLC148,027$8,495 12/31/2023
     EZM148,027$8,495 12/31/2023
Consolidated Planning Corp144,794$8,310 12/31/2023
     EZM144,794$8,310 12/31/2023
Envestnet Asset Management Inc.143,877$8,257 12/31/2023
     EZM143,877$8,257 12/31/2023
JPMorgan Chase & Co.138,133$7,927 12/31/2023
     EZM138,133$7,927 12/31/2023
Wells Fargo & Company MN126,006$7,232 12/31/2023
     EZM126,006$7,232 12/31/2023
Cetera Advisors LLC124,639$7,153 12/31/2023
     EZM124,639$7,153 12/31/2023
Royal Bank of Canada119,635$6,866 12/31/2023
     EZM119,635$6,866 12/31/2023
Equitable Holdings Inc.92,625$5,316 12/31/2023
     EZM92,625$5,316 12/31/2023
Cambridge Investment Research Advisors Inc.77,661$4,739 03/31/2024
     EZM77,661$4,739 03/31/2024
Mercer Global Advisors Inc. ADV79,777$4,578 12/31/2023
     EZM79,777$4,578 12/31/2023
Lauer Wealth LLC75,933$4,462 03/31/2024
     EZM75,933$4,462 03/31/2024
Breakwater Capital Group69,996$4,271 03/31/2024
     EZM69,996$4,271 03/31/2024
Theory Financial LLC71,812$4,121 12/31/2023
     EZM71,812$4,121 12/31/2023
Synovus Financial Corp64,218$3,686 12/31/2023
     EZM64,218$3,686 12/31/2023
First Western Trust Bank61,904$3,553 12/31/2023
     EZM61,904$3,553 12/31/2023
Advisor Group Holdings Inc.48,296$2,772 12/31/2023
     EZM48,296$2,772 12/31/2023
Mather Group LLC.47,647$2,734 03/31/2024
     EZM47,647$2,734 03/31/2024
Culbertson A N & Co. Inc.47,604$2,732 12/31/2023
     EZM47,604$2,732 12/31/2023
GHP Investment Advisors Inc.45,476$2,610 12/31/2023
     EZM45,476$2,610 12/31/2023
Cetera Investment Advisers44,885$2,576 12/31/2023
     EZM44,885$2,576 12/31/2023
Janney Montgomery Scott LLC40,732$2,338 12/31/2023
     EZM40,732$2,338 12/31/2023
Kestra Advisory Services LLC38,902$2,233 12/31/2023
     EZM38,902$2,233 12/31/2023
Ameriprise Financial Inc.36,669$2,104 12/31/2023
     EZM36,669$2,104 12/31/2023
Commonwealth Equity Services LLC34,717$1,992 12/31/2023
     EZM34,717$1,992 12/31/2023
Northeast Financial Consultants Inc33,705$1,934 12/31/2023
     EZM33,705$1,934 12/31/2023
Susquehanna International Group LLP32,577$1,870 12/31/2023
     EZM32,577$1,870 12/31/2023
Flagship Harbor Advisors LLC28,305$1,727 03/31/2024
     EZM28,305$1,727 03/31/2024
NewSquare Capital LLC26,360$1,513 12/31/2023
     EZM26,360$1,513 12/31/2023
Raymond James & Associates24,522$1,496 03/31/2024
     EZM24,522$1,496 03/31/2024
Bank of New York Mellon Corp25,456$1,461 12/31/2023
     EZM25,456$1,461 12/31/2023
CENTRAL TRUST Co21,900$1,336 03/31/2024
     EZM21,900$1,336 03/31/2024
Investors Research Corp22,927$1,316 12/31/2023
     EZM22,927$1,316 12/31/2023
L & S Advisors Inc21,900$1,257 12/31/2023
     EZM21,900$1,257 12/31/2023
Apella Capital LLC20,925$1,256 03/31/2024
     EZM20,925$1,256 03/31/2024
Mason Investment Advisory Services Inc.21,451$1,231 12/31/2023
     EZM21,451$1,231 12/31/2023
Cetera Advisor Networks LLC21,268$1,221 12/31/2023
     EZM21,268$1,221 12/31/2023
Team Financial Group LLC20,665$1,186 12/31/2023
     EZM20,665$1,186 12/31/2023

See All: Funds Holding EZM
See Details: Top 10 Hedge Funds Holding EZM
Also See: EZM Holdings Changes

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