Filing Research | EZPW - EZCORP INC Institutional Holdings

Snapshot holdings

50 / 51 loaded

#		Instrument	quantity
1	WASATCH ADVISORS LP	Shares	548.4KSH	$19.0M
2	HENNESSY ADVISORS INC	Shares	282.8KSH	$9.8M
3	Swedbank AB	Shares	282.0KSH	$9.7M
4	Assenagon Asset Management S.A.	Shares	250.5KSH	$8.7M
5	Triasima Portfolio Management inc.	Shares	178.2KSH	$6.2M
6	Harbour Capital Advisors, LLC	Shares	107.7KSH	$3.7M
7	EXCHANGE TRADED CONCEPTS, LLC	Shares	86.9KSH	$3.0M
8	BURNEY CO/	Shares	76.1KSH	$2.6M
9	Miller Global Investments, LLC	Shares	72.9KSH	$2.5M
10	Y-Intercept (Hong Kong) Ltd	Shares	52.8KSH	$1.8M
11	JAMES INVESTMENT RESEARCH, INC.	Shares	52.5KSH	$1.8M
12	Ellsworth Advisors, LLC	Shares	40.3KSH	$1.3M
13	SALEM INVESTMENT COUNSELORS INC	Shares	30.9KSH	$1.1M
14	Elevated Financial Group LLC	Shares	26.5KSH	$917.1K
15	Louisiana State Employees Retirement System	Shares	25.7KSH	$888.4K
16	Merit Financial Group, LLC	Shares	22.9KSH	$790.0K
17	Counterpoint Mutual Funds LLC	Shares	22.6KSH	$781.4K
18	ARS Investment Partners, LLC	Shares	21.5KSH	$743.6K
19	Triumph Capital Management	Shares	14.3KSH	$495.2K
20	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	13.9KSH	$480.1K
21	QRG CAPITAL MANAGEMENT, INC.	Shares	11.1KSH	$385.4K
22	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	Shares	10.0KSH	$345.7K
23	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	9.5KSH	$328.9K
24	INDEPENDENT FINANCIAL GROUP, LLC	Shares	7.7KSH	$264.5K
25	Net Worth Advisory Group	Shares	7.0KSH	$242.9K
26	Revisor Wealth Management LLC	Shares	6.6KSH	$228.5K
27	GAMMA Investing LLC	Shares	6.4KSH	$220.7K
28	City Center Advisors, LLC	Shares	6.2KSH	$213.7K
29	Golden State Wealth Management, LLC	Shares	6.0KSH	$206.7K
30	Second Half Financial Partners, LLC	Shares	5.9KSH	$205.1K
31	Versant Capital Management, Inc	Shares	1.8KSH	$60.8K
32	GHP Investment Advisors, Inc.	Shares	1.3KSH	$45.1K
33	EverSource Wealth Advisors, LLC	Shares	1.2KSH	$41.8K
34	SBI Securities Co., Ltd.	Shares	929SH	$32.1K
35	HARBOR INVESTMENT ADVISORY, LLC	Shares	901SH	$31.1K
36	SIGNATUREFD, LLC	Shares	756SH	$26.1K
37	Farther Finance Advisors, LLC	Shares	569SH	$19.7K
38	SJS Investment Consulting Inc.	Shares	461SH	$15.9K
39	MassMutual Private Wealth & Trust, FSB	Shares	406SH	$14.0K
40	Owl Creek Wealth Partners LLC	Shares	238SH	$8.2K
41	IFP Advisors, Inc	Shares	183SH	$6.3K
42	Marquette Asset Management, LLC	Shares	102SH	$3.5K
43	Vermillion Wealth Management, Inc.	Shares	76SH	$2.6K
44	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	Shares	72.4KSH	$2.5K
45	Fortitude Family Office, LLC	Shares	36SH	$1.2K
46	FARMERS & MERCHANTS INVESTMENTS INC	Shares	35SH	$1.2K
47	State of Alaska, Department of Revenue	Shares	19.3KSH	$666
48	AMALGAMATED BANK	Shares	14.1KSH	$489
49	GILPIN WEALTH MANAGEMENT, LLC	Shares	8SH	$277
50	JFS WEALTH ADVISORS, LLC	Shares	4SH	$139

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Manager changes2026-06-30 vs 2026-03-31

50 / 57 loaded

#		Instrument
1	Swedbank AB new	Shares	+282.0K	+$9.7M	$9.7M
2	Triasima Portfolio Management inc. trimmed	Shares	-810	+$1.6M	$6.2M
3	WASATCH ADVISORS LP trimmed	Shares	-165.6K	+$837.9K	$19.0M
4	EXCHANGE TRADED CONCEPTS, LLC added	Shares	+1.3K	+$830.4K	$3.0M
5	BURNEY CO/ added	Shares	+5.1K	+$827.2K	$2.6M
6	Miller Global Investments, LLC unchanged	Shares	0	+$670.4K	$2.5M
7	Y-Intercept (Hong Kong) Ltd added	Shares	+5.3K	+$619.2K	$1.8M
8	JAMES INVESTMENT RESEARCH, INC. unchanged	Shares	0	+$482.9K	$1.8M
9	Merit Financial Group, LLC added	Shares	+8.4K	+$423.2K	$790.0K
10	Elevated Financial Group LLC added	Shares	+6.3K	+$403.4K	$917.1K
11	Harbour Capital Advisors, LLC trimmed	Shares	-430	+$383.3K	$3.7M
12	SALEM INVESTMENT COUNSELORS INC unchanged	Shares	0	+$283.9K	$1.1M
13	Ellsworth Advisors, LLC trimmed	Shares	-1.2K	+$268.2K	$1.3M
14	INDEPENDENT FINANCIAL GROUP, LLC new	Shares	+7.7K	+$264.5K	$264.5K
15	Net Worth Advisory Group new	Shares	+7.0K	+$242.9K	$242.9K
16	Louisiana State Employees Retirement System trimmed	Shares	-300	+$228.6K	$888.4K
17	Revisor Wealth Management LLC new	Shares	+6.6K	+$228.5K	$228.5K
18	City Center Advisors, LLC new	Shares	+6.2K	+$213.7K	$213.7K
19	Second Half Financial Partners, LLC new	Shares	+5.9K	+$205.1K	$205.1K
20	ARS Investment Partners, LLC trimmed	Shares	-224	+$192.0K	$743.6K
21	Triumph Capital Management added	Shares	+642	+$147.9K	$495.2K
22	Golden State Wealth Management, LLC added	Shares	+2.4K	+$115.5K	$206.7K
23	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS trimmed	Shares	-635	+$111.5K	$480.1K
24	QRG CAPITAL MANAGEMENT, INC. unchanged	Shares	0	+$102.4K	$385.4K
25	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management unchanged	Shares	0	+$91.9K	$345.7K
26	YOUSIF CAPITAL MANAGEMENT, LLC added	Shares	+106	+$90.1K	$328.9K
27	GAMMA Investing LLC added	Shares	+146	+$62.4K	$220.7K
28	HARBOR INVESTMENT ADVISORY, LLC new	Shares	+901	+$31.1K	$31.1K
29	EverSource Wealth Advisors, LLC added	Shares	+785	+$31.0K	$41.8K
30	SBI Securities Co., Ltd. added	Shares	+867	+$30.5K	$32.1K
31	Versant Capital Management, Inc unchanged	Shares	0	+$16.2K	$60.8K
32	GHP Investment Advisors, Inc. unchanged	Shares	0	+$12.0K	$45.1K
33	Farther Finance Advisors, LLC added	Shares	+252	+$11.4K	$19.7K
34	SIGNATUREFD, LLC added	Shares	+97	+$9.4K	$26.1K
35	SJS Investment Consulting Inc. unchanged	Shares	0	+$4.2K	$15.9K
36	MassMutual Private Wealth & Trust, FSB unchanged	Shares	0	+$3.7K	$14.0K
37	Owl Creek Wealth Partners LLC unchanged	Shares	0	+$2.2K	$8.2K
38	IFP Advisors, Inc trimmed	Shares	-3	+$1.6K	$6.3K
39	Marquette Asset Management, LLC unchanged	Shares	0	+$938	$3.5K
40	Vermillion Wealth Management, Inc. unchanged	Shares	0	+$698	$2.6K
41	NEW YORK STATE TEACHERS RETIREMENT SYSTEM trimmed	Shares	-5.5K	+$526	$2.5K
42	Fortitude Family Office, LLC unchanged	Shares	0	+$331	$1.2K
43	FARMERS & MERCHANTS INVESTMENTS INC unchanged	Shares	0	+$322	$1.2K
44	JFS WEALTH ADVISORS, LLC new	Shares	+4	+$139	$139
45	AMALGAMATED BANK trimmed	Shares	-920	+$107	$489
46	Davis Capital Management new	Shares	+3	+$104	$104
47	GILPIN WEALTH MANAGEMENT, LLC unchanged	Shares	0	+$73	$277
48	State of Alaska, Department of Revenue trimmed	Shares	-9.6K	-$66	$666
49	True Wealth Design, LLC exited	Shares	-9	-$229	$0
50	Rachor Investment Advisory Services, LLC exited	Shares	-35	-$889	$0

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