HoldingsChannel.com
Funds Holding EZM
HolderAmountPosition Size
($ in 1000's)
 As of
Truist Financial Corp1,857,101$49,064 03/31/2020
     EZM1,857,101$49,064 03/31/2020
Morgan Stanley1,440,580$38,060 03/31/2020
     EZM1,440,580$38,060 03/31/2020
Envestnet Asset Management Inc.725,161$23,626 06/30/2020
     EZM725,161$23,626 06/30/2020
3D Asset Management Inc.832,794$22,002 03/31/2020
     EZM832,794$22,002 03/31/2020
Raymond James Financial Services Advisors Inc.827,597$21,865 03/31/2020
     EZM827,597$21,865 03/31/2020
Bank of America Corp DE763,708$20,178 03/31/2020
     EZM763,708$20,178 03/31/2020
UBS Group AG701,710$18,539 03/31/2020
     EZM701,710$18,539 03/31/2020
Susquehanna International Group LLP407,901$10,776 03/31/2020
     EZM407,901$10,776 03/31/2020
First Republic Investment Management Inc.343,459$9,074 03/31/2020
     EZM343,459$9,074 03/31/2020
Private Advisor Group LLC289,565$7,651 03/31/2020
     EZM289,565$7,651 03/31/2020
Citadel Advisors LLC286,897$7,580 03/31/2020
     EZM286,897$7,580 03/31/2020
Wells Fargo & Company MN228,654$6,041 03/31/2020
     EZM228,654$6,041 03/31/2020
HighTower Advisors LLC211,823$5,593 03/31/2020
     EZM211,823$5,593 03/31/2020
DAVENPORT & Co LLC177,920$4,701 03/31/2020
     EZM177,920$4,701 03/31/2020
Cambridge Investment Research Advisors Inc.158,102$4,177 03/31/2020
     EZM158,102$4,177 03/31/2020
Clearwater Capital Advisors LLC134,248$3,547 03/31/2020
     EZM134,248$3,547 03/31/2020
Royal Bank of Canada128,655$3,399 03/31/2020
     EZM128,655$3,399 03/31/2020
Northeast Financial Consultants Inc120,645$3,187 03/31/2020
     EZM120,645$3,187 03/31/2020
LPL Financial LLC119,348$3,153 03/31/2020
     EZM119,348$3,153 03/31/2020
Advisor Group Holdings Inc.118,364$3,128 03/31/2020
     EZM118,364$3,128 03/31/2020
Consolidated Planning Corp100,563$2,657 03/31/2020
     EZM100,563$2,657 03/31/2020
Hefren Tillotson Inc.97,019$2,592 03/31/2020
     EZM97,019$2,592 03/31/2020
Oppenheimer & Co. Inc.97,029$2,564 03/31/2020
     EZM97,029$2,564 03/31/2020
PSI Advisors LLC90,371$2,373 03/31/2020
     EZM90,371$2,373 03/31/2020
Financial Architects Inc87,606$2,315 03/31/2020
     EZM87,606$2,315 03/31/2020
Tower Research Capital LLC TRC 77,743$2,054 03/31/2020
     EZM77,743$2,054 03/31/2020
RVW Wealth LLC54,595$1,779 06/30/2020
     EZM54,595$1,779 06/30/2020
Centaurus Financial Inc.63,684$1,683 03/31/2020
     EZM63,684$1,683 03/31/2020
Culbertson A N & Co. Inc.58,339$1,541 03/31/2020
     EZM58,339$1,541 03/31/2020
Ameriprise Financial Inc.51,705$1,366 03/31/2020
     EZM51,705$1,366 03/31/2020
Family Legacy Inc.50,916$1,345 03/31/2020
     EZM50,916$1,345 03/31/2020
Townsend Asset Management Corp NC ADV50,112$1,324 03/31/2020
     EZM50,112$1,324 03/31/2020
GHP Investment Advisors Inc.49,964$1,320 03/31/2020
     EZM49,964$1,320 03/31/2020
Commonwealth Equity Services LLC48,790$1,289 03/31/2020
     EZM48,790$1,289 03/31/2020
AdvisorNet Financial Inc48,243$1,275 03/31/2020
     EZM48,243$1,275 03/31/2020
GWM Advisors LLC44,650$1,180 03/31/2020
     EZM44,650$1,180 03/31/2020
Jane Street Group LLC41,070$1,085 03/31/2020
     EZM41,070$1,085 03/31/2020
Carroll Financial Associates Inc.32,170$1,048 06/30/2020
     EZM32,170$1,048 06/30/2020
Great Point Wealth Advisors LLC36,261$958 03/31/2020
     EZM36,261$958 03/31/2020
Flagship Harbor Advisors LLC35,096$927 03/31/2020
     EZM35,096$927 03/31/2020
StrategIQ Financial Group LLC28,728$759 03/31/2020
     EZM28,728$759 03/31/2020
Northwestern Mutual Wealth Management Co.26,053$688 03/31/2020
     EZM26,053$688 03/31/2020
Cetera Advisors LLC24,626$651 03/31/2020
     EZM24,626$651 03/31/2020
HC Financial Advisors Inc.24,541$648 03/31/2020
     EZM24,541$648 03/31/2020
Vicus Capital22,524$595 03/31/2020
     EZM22,524$595 03/31/2020
Centric Wealth Management14,649$559 03/31/2020
     EZM14,649$559 03/31/2020
Investors Research Corp20,263$535 03/31/2020
     EZM20,263$535 03/31/2020
Asset Dedication LLC20,163$533 03/31/2020
     EZM20,163$533 03/31/2020
Stratos Wealth Partners LTD.18,717$495 03/31/2020
     EZM18,717$495 03/31/2020
MML Investors Services LLC18,609$492 03/31/2020
     EZM18,609$492 03/31/2020
Pinnacle Associates Ltd.18,600$491 03/31/2020
     EZM18,600$491 03/31/2020
Avantax Advisory Services Inc.17,600$467 03/31/2020
     EZM17,600$467 03/31/2020
Bradley Foster & Sargent Inc. CT17,240$455 03/31/2020
     EZM17,240$455 03/31/2020
Two Sigma Securities LLC16,772$443 03/31/2020
     EZM16,772$443 03/31/2020
Pinnacle Wealth Management Advisory Group LLC16,765$443 03/31/2020
     EZM16,765$443 03/31/2020
Aurora Private Wealth Inc.16,253$429 03/31/2020
     EZM16,253$429 03/31/2020
Pacific Sun Financial Corp16,156$427 03/31/2020
     EZM16,156$427 03/31/2020
CWM LLC15,456$408 03/31/2020
     EZM15,456$408 03/31/2020
Sargent Investment Group LLC14,725$389 03/31/2020
     EZM14,725$389 03/31/2020
Institute for Wealth Management LLC.14,503$383 03/31/2020
     EZM14,503$383 03/31/2020
Raymond James & Associates14,168$374 03/31/2020
     EZM14,168$374 03/31/2020
Newport Wealth Strategies Inc.12,975$371 03/31/2020
     EZM12,975$371 03/31/2020
Stifel Financial Corp13,933$368 03/31/2020
     EZM13,933$368 03/31/2020
Renaissance Technologies LLC13,600$359 03/31/2020
     EZM13,600$359 03/31/2020
SeaCrest Wealth Management LLC13,164$348 03/31/2020
     EZM13,164$348 03/31/2020
Laurel Wealth Advisors LLC12,884$340 03/31/2020
     EZM12,884$340 03/31/2020
LBJ Family Wealth Advisors Ltd.10,342$337 06/30/2020
     EZM10,342$337 06/30/2020
Harvest Investment Services LLC12,179$321 03/31/2020
     EZM12,179$321 03/31/2020
Equitable Holdings Inc.11,314$299 03/31/2020
     EZM11,314$299 03/31/2020
Howard Wealth Management LLC11,080$292 03/31/2020
     EZM11,080$292 03/31/2020
Chicago Partners Investment Group LLC9,869$281 03/31/2020
     EZM9,869$281 03/31/2020
Sontag Advisory LLC10,500$277 03/31/2020
     EZM10,500$277 03/31/2020
Wealthspire Advisors L.P.10,500$277 03/31/2020
     EZM10,500$277 03/31/2020
S.A. Mason LLC10,079$266 03/31/2020
     EZM10,079$266 03/31/2020
Financial Insights Inc.9,351$247 03/31/2020
     EZM9,351$247 03/31/2020
Citigroup Inc.9,328$246 03/31/2020
     EZM9,328$246 03/31/2020
SVA Wealth Management LLC9,000$238 03/31/2020
     EZM9,000$238 03/31/2020
Cetera Advisor Networks LLC8,853$234 03/31/2020
     EZM8,853$234 03/31/2020
Quest Capital Management Inc. ADV8,809$233 03/31/2020
     EZM8,809$233 03/31/2020
Synovus Financial Corp8,701$231 03/31/2020
     EZM8,701$231 03/31/2020
NEXT Financial Group Inc8,620$228 03/31/2020
     EZM8,620$228 03/31/2020
LifePlan Financial Group Inc8,399$222 03/31/2020
     EZM8,399$222 03/31/2020
USAdvisors Wealth Management LLC7,873$208 03/31/2020
     EZM7,873$208 03/31/2020
JPMorgan Chase & Co.6,704$177 03/31/2020
     EZM6,704$177 03/31/2020
Valeo Financial Advisors LLC4,891$144 03/31/2020
     EZM4,891$144 03/31/2020
Global Retirement Partners LLC4,300$140 06/30/2020
     EZM4,300$140 06/30/2020
Verus Capital Partners LLC5,134$136 03/31/2020
     EZM5,134$136 03/31/2020
US Bancorp DE4,768$126 03/31/2020
     EZM4,768$126 03/31/2020
IFP Advisors Inc3,665$102 03/31/2020
     EZM3,665$102 03/31/2020
Steward Partners Investment Advisory LLC3,100$81 03/31/2020
     EZM3,100$81 03/31/2020
Patriot Financial Group Insurance Agency LLC2,376$77 06/30/2020
     EZM2,376$77 06/30/2020
FMR LLC2,510$66 03/31/2020
     EZM2,510$66 03/31/2020
Ellis Investment Partners LLC1,967$63 06/30/2020
     EZM1,967$63 06/30/2020
MBE Wealth Management LLC2,320$61 03/31/2020
     EZM2,320$61 03/31/2020
Ancora Advisors LLC2,246$59 03/31/2020
     EZM2,246$59 03/31/2020
Creative Financial Designs Inc. ADV2,166$57 03/31/2020
     EZM2,166$57 03/31/2020
EPG Wealth Management LLC2,162$57 03/31/2020
     EZM2,162$57 03/31/2020
Ameritas Investment Company LLC1,948$48 03/31/2020
     EZM1,948$48 03/31/2020
CVA Family Office LLC1,693$45 03/31/2020
     EZM1,693$45 03/31/2020
Blair William & Co. IL1,563$41 03/31/2020
     EZM1,563$41 03/31/2020
PNC Financial Services Group Inc.1,239$33 03/31/2020
     EZM1,239$33 03/31/2020
Capital Advisors Ltd. LLC1,232$33 03/31/2020
     EZM1,232$33 03/31/2020
HCR Wealth Advisors1,052$28 03/31/2020
     EZM1,052$28 03/31/2020
Golden State Wealth Management LLC1,050$28 03/31/2020
     EZM1,050$28 03/31/2020
Eudaimonia Partners LLC1,034$27 03/31/2020
     EZM1,034$27 03/31/2020
Sugarloaf Wealth Management LLC827$22 03/31/2020
     EZM827$22 03/31/2020
Wealthcare Advisory Partners LLC645$17 03/31/2020
     EZM645$17 03/31/2020
Arkadios Wealth Advisors640$17 03/31/2020
     EZM640$17 03/31/2020
Benjamin F. Edwards & Company Inc.575$15 03/31/2020
     EZM575$15 03/31/2020
Truewealth LLC508$13 03/31/2020
     EZM508$13 03/31/2020
Sowell Financial Services LLC450$12 03/31/2020
     EZM450$12 03/31/2020
Joseph P. Lucia & Associates LLC300$10 06/30/2020
     EZM300$10 06/30/2020
Fifth Third Bancorp380$10 03/31/2020
     EZM380$10 03/31/2020
Providence Capital Advisors LLC375$10 03/31/2020
     EZM375$10 03/31/2020
Ameritas Investment Partners Inc.158$4 03/31/2020
     EZM158$4 03/31/2020
Bartlett & Co. LLC165$4 03/31/2020
     EZM165$4 03/31/2020
Gradient Investments LLC48$2 06/30/2020
     EZM48$2 06/30/2020
Allworth Financial LP82$2 03/31/2020
     EZM82$2 03/31/2020
BDO Wealth Advisors LLC90$2 03/31/2020
     EZM90$2 03/31/2020
BlackRock Inc.25$1 03/31/2020
     EZM25$1 03/31/2020
Pacitti Group Inc.57$1 03/31/2020
     EZM57$1 03/31/2020
Proequities Inc.0$0 03/31/2020
     EZM0$0 03/31/2020
Claraphi Advisory Network LLC3$0 03/31/2020
     EZM3$0 03/31/2020
SG Americas Securities LLC150,000$-2,345 03/31/2020
     Put370,000$2,435 03/31/2020
     Call150,000$90 03/31/2020

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

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