$EZU is held by 7 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.01% to 0.17%, with an average of 0.05% of portfolio. Largest holder: Sharpepoint LLC at 0.17%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.
ISHARES INC
13F holders
372
Net 13F flow · Q
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Insider buys · 90d
0
Insider net · 90d
—
Congress · 90d
0
Convergence
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Institutional holders
Top 10 of 372 · Source: 13F-HR01
Atlantic Edge Private Wealth Management, LLC
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02
TB Capital Gestao de Recursos Ltda.
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03
Orrstown Financial Services Inc.
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04
Tufton Capital Management
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05
1834 Investment Advisors Co.
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06
Citizens Financial Group INC
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07
JARISLOWSKY, FRASER Ltd
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08
State Farm Mutual Automobile Insurance Co.
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09
Strategic Planning Group, LLC
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10
Asset Planning,Inc
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Each fund name links to that filer's expert page. Share counts and per-fund weights are pending the 13F ingest fix (portfolios_expertholding.units is currently mis-populated — see the same caveat on the fund detail page's holdings table). Quarter-over-quarter delta ships with the metrics pipeline.
Smart Money · top-200 alpha cohort
7 holders · Q1 202601
Sharpepoint LLC
0.17% held
α +11.4pts
02
TRUE Private Wealth Advisors
0.12% NEW
α +23.4pts
03
Principal Securities, Inc.
0.02% held
α +21.3pts
04
Nisa Investment Advisors, LLC
0.01% held
α +16.6pts
05
Banco Santander, S.A.
0.01% held
α +12.6pts
06
Citigroup Inc.
0.01% held
α +26.3pts
07
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
0.01% held
α +27.5pts
Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.
Insider activity · last 90 days
No insider activity
No Form 4 filings on record for $EZU in the recent window.
Congress trades · last 90 days
2 disclosures · STOCK ActConvergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence detection for $EZU lands with the Pattern Engine.
Once the Pattern Engine ships, this section will surface every active convergence event involving $EZU — the institutional managers and Congress members on the same name, the 30-day window, and the combined position size.
Source data: SEC EDGAR · 13F-HR · Form 4 · CapitolTrades · Last refreshed 09:39 UTC.