AI Holders Summary · Q2 2026

181 institutions reported EZM in Q2 2026. DAVENPORT & Co LLC leads at 17.3% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter

DAVENPORT & Co LLC

CIK 0000887777

$67M889K0.33%Q2 2026 02

UBS Group AG

CIK 0001610520

$39M580K0.01%Q1 2026 03

BANK OF AMERICA CORP /DE/

CIK 0000070858

$33M495K0.00%Q1 2026 04

MORGAN STANLEY

CIK 0000895421

$31M460K0.00%Q1 2026 05

TRUIST FINANCIAL CORP

CIK 0000092230

$30M439K0.04%Q1 2026 06

LPL Financial LLC

CIK 0001403438

$29M429K0.01%Q1 2026 07

Baird Financial Group, Inc.

CIK 0001648711

$22M323K0.03%Q1 2026 08

Freedom Investment Management, Inc.

CIK 0001566653

$20M294K5.87%Q1 2026 09

CPC Advisors, LLC

CIK 0001805250

$18M262K2.86%Q1 2026 10

IEQ CAPITAL, LLC

CIK 0001779789

$14M204K0.06%Q1 2026 11

Clearwater Capital Advisors, LLC

CIK 0001690531

$13M192K1.04%Q1 2026 12

Private Advisor Group, LLC

CIK 0001567755

$12M175K0.06%Q1 2026 13

ROYAL BANK OF CANADA

CIK 0001000275

$10M152K0.00%Q1 2026 14

HighTower Advisors, LLC

CIK 0001462245

$9M141K0.01%Q1 2026 15

JPMORGAN CHASE & CO

CIK 0000019617

$8M120K0.00%Q1 2026 16

WELLS FARGO & COMPANY/MN

CIK 0000072971

$8M115K0.00%Q1 2026 17

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$7M107K0.00%Q1 2026 18

Steward Partners Investment Advisory, LLC

CIK 0001723397

$7M104K0.04%Q1 2026 19

Provident Wealth Management, LLC

CIK 0001799797

$7M100K2.02%Q1 2026 20

Davidson Kahn Capital Management, LLC

CIK 0002055535

$6M79K2.59%Q2 2026

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