AI Holders Summary · Q3 2026

192 institutions reported EZM in Q3 2026. DAVENPORT & Co LLC leads at 17.7% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter

DAVENPORT & Co LLC

CIK 0000887777

$76M1.1M0.38%Q3 2026 02

UBS Group AG

CIK 0001610520

$40M526K0.01%Q2 2026 03

MORGAN STANLEY

CIK 0000895421

$36M469K0.00%Q2 2026 04

BANK OF AMERICA CORP /DE/

CIK 0000070858

$35M465K0.00%Q2 2026 05

TRUIST FINANCIAL CORP

CIK 0000092230

$35M461K0.04%Q2 2026 06

LPL Financial LLC

CIK 0001403438

$34M447K0.01%Q2 2026 07

Freedom Investment Management, Inc.

CIK 0001566653

$22M284K6.00%Q2 2026 08

CPC Advisors, LLC

CIK 0001805250

$19M271K2.64%Q3 2026 09

Baird Financial Group, Inc.

CIK 0001648711

$17M222K0.02%Q2 2026 10

IEQ CAPITAL, LLC

CIK 0001779789

$15M204K0.07%Q2 2026 11

Clearwater Capital Advisors, LLC

CIK 0001690531

$15M192K1.07%Q2 2026 12

Private Advisor Group, LLC

CIK 0001567755

$13M176K0.06%Q2 2026 13

Steward Partners Investment Advisory, LLC

CIK 0001723397

$11M142K0.05%Q2 2026 14

ROYAL BANK OF CANADA

CIK 0001000275

$11M142K0.00%Q2 2026 15

JPMORGAN CHASE & CO

CIK 0000019617

$9M122K0.00%Q2 2026 16

WELLS FARGO & COMPANY/MN

CIK 0000072971

$9M115K0.00%Q2 2026 17

HighTower Advisors, LLC

CIK 0001462245

$9M115K0.01%Q2 2026 18

THEORY FINANCIAL LLC

CIK 0001899158

$8M109K2.61%Q2 2026 19

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$8M105K0.00%Q2 2026 20

ENVESTNET ASSET MANAGEMENT INC

CIK 0001407543

$6M85K0.00%Q2 2026

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