Signals

← Signals

☆EZM

173 in-universe funds with a nonzero position in EZM within the trailing 4 quarters, as of 2025Q4

Flow ranking

Rank#16197
Score / z0.000 / -0.01
Consensus67.49 over 107 funds
Momentumnot computed

Price & positioning

222 cached closes, trailing year
Drawdownnot computed
Short interestnot computed

Forensics

No XBRL fundamentals on file for this issuer — either not backfilled yet, or a financial/REIT excluded from these ratios. Not the same as clean.

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

No ownership or capital-structure filings on file for this ticker.

LLM reads

Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
Quarter
Fund AUM ($M)
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Fund Positions
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Quarters Held
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Fund holders

Fund ▾ Quality Q ▾ Positions ▾ Value ($M) ▾ % of Fund AUM ▾ Qtrs Held ▾ Δ 1Q ▾ Δ 2Q ▾ Δ 3Q ▾ Δ 4Q ▾
☆DAVENPORT & Co LLC CIK 0000887777 0.753 1328 41.4 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆UBS Group AG (UBS) CIK 0001610520 0.954 9044 40.3 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 33.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 30.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 25.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Baird Financial Group, Inc. CIK 0001648711 0.921 1924 22.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Freedom Investment Management, Inc. CIK 0001566653 0.736 106 20.1 5.9% 1 +5.9 pp +4.2 pp +5.9 pp +5.9 pp
☆CPC Advisors, LLC CIK 0001805250 0.611 159 17.1 1.7% 3 +0.3 pp +0.2 pp +1.7 pp +1.7 pp
☆LPL Financial LLC CIK 0001403438 0.957 5996 16.7 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆IEQ CAPITAL, LLC CIK 0001779789 0.694 2011 13.6 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Clearwater Capital Advisors, LLC CIK 0001690531 0.788 189 12.3 1.0% 3 +0.0 pp +0.0 pp +1.0 pp +1.0 pp
☆Private Advisor Group, LLC CIK 0001567755 0.602 2512 11.6 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆HighTower Advisors, LLC CIK 0001462245 0.000 1 10.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 10.0 0.0% 4 +0.0 pp +0.0 pp -0.0 pp +0.0 pp
☆ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 8.8 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 8.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 7.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Provident Wealth Management, LLC CIK 0001799797 0.729 161 6.6 1.9% 3 +0.1 pp +0.1 pp +1.9 pp +1.9 pp
☆Equitable Holdings, Inc. (EQH, EQH-PA, EQH-PC) CIK 0001333986 0.617 1799 6.2 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 6.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4825 5.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Davidson Kahn Capital Management, LLC CIK 0002055535 0.521 72 5.7 2.9% 3 +0.0 pp +0.1 pp +2.9 pp +2.9 pp
☆Breakwater Capital Group CIK 0001964309 0.408 374 5.4 0.7% 3 -0.2 pp -0.2 pp +0.7 pp +0.7 pp
☆THEORY FINANCIAL LLC CIK 0001899158 0.249 99 4.9 1.7% 3 -0.2 pp -0.3 pp +1.7 pp +1.7 pp
☆Cetera Investment Advisers CIK 0001666741 0.909 4863 4.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Great Point Wealth Advisors, LLC CIK 0001760304 0.767 70 3.3 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
☆Sylvest Advisors, LLC CIK 0002044121 0.653 78 3.3 1.7% 3 +0.2 pp +0.4 pp +1.7 pp +1.7 pp
☆AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 3.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 3.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CULBERTSON A N & CO INC CIK 0001224890 0.574 140 3.1 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆NewSquare Capital LLC CIK 0001546989 0.510 227 3.0 0.3% 3 +0.1 pp +0.1 pp +0.3 pp +0.3 pp
☆Lionshead Wealth Management, LLC CIK 0002056752 0.224 112 2.9 2.2% 3 -0.2 pp -0.7 pp +2.2 pp +2.2 pp
☆GHP Investment Advisors, Inc. CIK 0001401561 0.455 1394 2.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Lauer Wealth, LLC CIK 0001860063 0.284 58 2.5 1.9% 3 +0.2 pp +0.1 pp +1.9 pp +1.9 pp
☆CENTRAL TRUST Co CIK 0000044365 0.726 1568 2.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 2.0 0.0% 4 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Corient Private Wealth LP CIK 0001948780 0.887 3043 2.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 2.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆L & S Advisors Inc CIK 0001392364 0.047 236 2.0 0.2% 3 -0.0 pp +0.0 pp +0.2 pp +0.2 pp
☆MATHER GROUP, LLC. CIK 0001527641 0.713 1894 1.7 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FLAGSHIP HARBOR ADVISORS, LLC CIK 0001691766 0.512 752 1.7 0.1% 4 +0.0 pp +0.0 pp -0.0 pp +0.1 pp
☆CRUX WEALTH ADVISORS CIK 0002054270 0.269 192 1.6 0.6% 3 -0.2 pp -0.2 pp +0.6 pp +0.6 pp
☆Apella Capital, LLC CIK 0001801507 0.827 695 1.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 1.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Merit Financial Group, LLC CIK 0001621225 0.728 2318 1.4 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Foster Group, Inc. CIK 0001841544 0.874 318 1.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Orion Porfolio Solutions, LLC CIK 0001360533 0.738 1864 1.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Summit Financial, LLC CIK 0001765536 0.662 1580 1.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 1.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Mason Investment Advisory Services, Inc. CIK 0001635007 0.962 84 1.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆RVW Wealth, LLC CIK 0001756543 0.783 183 1.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆World Investment Advisors CIK 0001652594 0.670 1523 1.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Amplius Wealth Advisors, LLC CIK 0001900584 0.772 211 0.9 0.1% 3 -0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Western Wealth Management, LLC CIK 0001767902 0.459 1001 0.9 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 0.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Institute for Wealth Management, LLC. CIK 0001533954 0.338 1763 0.8 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Savant Capital, LLC CIK 0001482880 0.851 1836 0.8 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Asset Dedication, LLC CIK 0001475896 0.787 1242 0.8 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Sensible Money, LLC CIK 0001965229 0.852 101 0.8 0.3% 3 -0.0 pp -0.0 pp +0.3 pp +0.3 pp
☆Waverly Advisors, LLC CIK 0001568787 0.673 1737 0.8 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Aurora Private Wealth, Inc. CIK 0001802132 0.115 177 0.7 0.5% 1 +0.5 pp -0.0 pp +0.5 pp +0.5 pp
☆PACIFIC SUN FINANCIAL CORP CIK 0000947517 0.219 219 0.7 0.4% 3 +0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆LBJ Family Wealth Advisors, Ltd. CIK 0001601622 0.830 28 0.7 0.4% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
☆Per Stirling Capital Management, LLC. CIK 0001689933 0.295 332 0.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Oxler Private Wealth LLC CIK 0001846002 0.649 93 0.6 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 0.6 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆Envision Financial LLC CIK 0002051355 0.578 48 0.6 0.3% 4 -0.0 pp -0.2 pp -0.2 pp +0.3 pp
☆Creative Planning CIK 0001540235 0.979 4196 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CATHY PARETO & ASSOCIATES, INC CIK 0002045974 0.312 102 0.5 0.4% 3 -0.0 pp -0.0 pp +0.4 pp +0.4 pp
☆Sargent Investment Group, LLC CIK 0001766157 0.454 279 0.5 0.1% 1 +0.1 pp -0.0 pp +0.1 pp +0.1 pp
☆PSI Advisors, LLC CIK 0001779040 0.509 151 0.5 0.1% 3 -0.0 pp -0.1 pp +0.1 pp +0.1 pp
☆Centric Wealth Management CIK 0001752761 0.252 209 0.5 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆CVA Family Office, LLC CIK 0001802084 0.571 1801 0.5 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Cresset Asset Management, LLC CIK 0001761013 0.933 1667 0.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 0.5 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 0.5 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Team Financial Group, LLC CIK 0001845163 0.669 56 0.4 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Wealthspire Advisors, LLC CIK 0001646247 0.767 1298 0.4 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Investors Research Corp CIK 0001730630 0.347 805 0.4 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Composition Wealth, LLC CIK 0001585859 0.755 995 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆S.A. Mason LLC CIK 0001800911 0.217 282 0.4 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Ascentis Independent Advisors CIK 0001845003 0.000 355 0.4 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆Bragg Financial Advisors, Inc CIK 0001327055 0.497 363 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Cornerstone Wealth Management, LLC CIK 0001674117 0.526 744 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Dana Investment Advisors, Inc. CIK 0001427514 0.519 572 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NewEdge Advisors, LLC CIK 0001633516 0.773 4198 0.4 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆MML INVESTORS SERVICES, LLC CIK 0000701059 0.831 3254 0.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Kingsview Wealth Management, LLC CIK 0001791965 0.553 1409 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆VICUS CAPITAL CIK 0001544806 0.660 268 0.3 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FULTON BANK, N.A. CIK 0000883782 0.643 694 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CAPITAL MANAGEMENT CORP /VA CIK 0001074273 0.483 72 0.3 0.1% 3 +0.0 pp +0.0 pp +0.1 pp +0.1 pp
☆Wealthcare Advisory Partners LLC CIK 0001683059 0.633 1084 0.3 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Midwest Trust Co CIK 0002077080 0.757 606 0.3 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆HOWARD WEALTH MANAGEMENT, LLC CIK 0001766286 0.332 156 0.3 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Mariner, LLC CIK 0001373442 0.925 3517 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆D. E. Shaw & Co., Inc. CIK 0001009207 0.579 3463 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SUSQUEHANNA INTERNATIONAL GROUP, LLP CIK 0001446194 0.735 6469 0.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Stanich Group LLC CIK 0002023324 0.748 52 0.3 0.2% 3 +0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Medallion Wealth Advisors, LLC CIK 0002131139 0.061 1220 0.3 0.1% 4 -0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Focus Partners Wealth CIK 0001542153 0.901 2759 0.3 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FMR LLC CIK 0000315066 0.989 5571 0.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆McKinley Carter Wealth Services, Inc. CIK 0001484265 0.685 317 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Financial Insights, Inc. CIK 0001642058 0.472 147 0.2 0.1% 4 +0.0 pp -0.0 pp -0.0 pp +0.1 pp
☆Astoria Portfolio Advisors LLC. CIK 0001931642 0.385 354 0.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Koshinski Asset Management, Inc. CIK 0001633389 0.469 767 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Principle Wealth Partners LLC CIK 0001743413 0.679 398 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Kaydan Wealth Management, Inc. CIK 0001964532 0.371 115 0.2 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆TIAA TRUST, NATIONAL ASSOCIATION CIK 0001997405 0.630 347 0.2 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Post Resch Tallon Group Inc. CIK 0002054476 0.280 138 0.2 0.2% 3 -0.0 pp -0.0 pp +0.2 pp +0.2 pp
☆Ashton Thomas Private Wealth, LLC CIK 0002019663 0.506 1586 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆SeaCrest Wealth Management, LLC CIK 0001728121 0.280 550 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆ABLE Financial Group, LLC CIK 0001977500 0.400 222 0.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BANTAMAC CAPITAL, LLC CIK 0001794972 0.485 70 0.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
☆CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆JONES FINANCIAL COMPANIES LLLP CIK 0000815917 0.984 4961 0.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ancora Advisors LLC CIK 0001446114 0.489 2040 0.2 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆DHJJ Financial Advisors, Ltd. CIK 0001844716 0.423 1082 0.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆COMERICA BANK CIK 0000901541 0.812 3711 0.2 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆FRANKLIN RESOURCES INC (BEN) CIK 0000038777 0.950 3189 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆CENTAURUS FINANCIAL, INC. CIK 0000891943 0.361 1111 0.1 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Horizons Wealth Management CIK 0001943228 0.557 166 0.1 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
☆Capital Advisors, Ltd. LLC CIK 0001597878 0.602 1518 0.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Financial Freedom, LLC CIK 0001965484 0.294 107 0.1 0.0% 3 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Golden State Wealth Management, LLC CIK 0001776033 0.339 1620 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆ASSETMARK, INC CIK 0001344551 0.900 3558 0.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆WHITTIER TRUST CO OF NEVADA INC CIK 0001263548 0.757 1423 0.1 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Qube Research & Technologies Ltd CIK 0001729829 0.210 2619 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC CIK 0000861177 0.974 3723 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆AE Wealth Management LLC CIK 0001697723 0.686 2663 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆NFSG Corp CIK 0001879757 0.275 1245 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Oakworth Capital, Inc. (OAKC) CIK 0001588871 0.828 940 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CREATIVE FINANCIAL DESIGNS INC /ADV CIK 0000819864 0.225 2262 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Allworth Financial LP CIK 0001555170 0.907 5124 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Quaker Wealth Management, LLC CIK 0001733472 0.568 967 0.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TRUST CO OF VERMONT CIK 0001134008 0.582 1154 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Glen Eagle Advisors, LLC CIK 0002029317 0.516 1087 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆LANARK FINANCIAL, INC. CIK 0000791540 0.318 2420 0.0 0.0% 3 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Plante Moran Financial Advisors, LLC CIK 0001424717 0.884 1589 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆EVOLUTION WEALTH MANAGEMENT INC. CIK 0002010029 0.185 935 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Johnson Financial Group, Inc. CIK 0001477024 0.861 818 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Empowered Funds, LLC CIK 0001592828 0.549 2112 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆TUCKER ASSET MANAGEMENT LLC CIK 0001870012 0.432 430 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Sunbelt Securities, Inc. CIK 0001632932 0.452 2954 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Global Retirement Partners, LLC CIK 0001749744 0.465 4501 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Pinnacle Wealth Planning Services, Inc. CIK 0001726752 0.481 2749 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Ransom Advisory, Ltd CIK 0002065136 0.308 433 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
☆Atlantic Edge Private Wealth Management, LLC CIK 0002011145 0.327 613 0.0 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Quent Capital, LLC CIK 0001912338 0.680 1649 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Operose Advisors LLC CIK 0001909750 0.647 522 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆PRICE T ROWE ASSOCIATES INC /MD/ CIK 0000080255 0.316 3241 0.0 0.0% 3 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Strategic Advocates LLC CIK 0001991340 0.000 260 0.0 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Revolve Wealth Partners, LLC CIK 0001808992 0.519 350 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
☆AVANTAX ADVISORY SERVICES, INC. CIK 0001303042 0.871 2359 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Ameritas Advisory Services, LLC CIK 0001901275 0.232 1942 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Blue Trust, Inc. CIK 0001856022 0.912 2446 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO CIK 0001141802 0.982 4085 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Clearstead Advisors, LLC CIK 0000842775 0.687 3646 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Advisory Services Network, LLC CIK 0001573876 0.615 2019 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
☆Brooklyn Investment Group CIK 0001795705 0.342 1827 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆TWIN PEAKS WEALTH ADVISORS, LLC CIK 0002006218 0.197 226 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆CITADEL ADVISORS LLC CIK 0001423053 0.482 6351 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆SYNOVUS FINANCIAL CORP CIK 0000018349 0.875 937 0.0 0.0% 0 -0.1 pp -0.1 pp +0.0 pp +0.0 pp
☆Bristlecone Advisors, LLC CIK 0001671716 0.543 233 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Unified Investment Management CIK 0002054855 0.105 141 0.0 0.0% 0 +0.0 pp -0.2 pp +0.0 pp +0.0 pp
☆Tower Research Capital LLC (TRC) CIK 0001533421 0.051 5180 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
☆Northeast Financial Consultants Inc CIK 0001599863 0.818 299 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆BlueChip Wealth Advisors LLC CIK 0002015578 0.220 172 0.0 0.0% 0 +0.0 pp -0.1 pp +0.0 pp +0.0 pp
☆GPS Wealth Strategies Group, LLC CIK 0001731837 0.017 582 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
Value and % of AUM are this fund's own disclosed long-equity book (13F does not report true firm AUM). Positions is the fund's total position count (all tickers, not just EZM). Qtrs Held counts distinct quarters this fund has actually held EZM (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its EZM position size. Δ columns are the percentage-point change in EZM's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q3 / 2025Q2 / 2025Q1 / 2024Q4) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status