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IZM — ICZOOM GROUP INC.

Reported value held$245.22K
Funds holding (latest)7
SectorConsumer Discretionary
Funds holding (Q2 2026)2
Institutional value$19.31K · 65.70K sh
New / Add / Cut / Exit0 / 2 / 0 / 0
Top-5 / Top-10 concentration100.0% / 100.0%
Institutional holdings change Accumulating +302.7% (+49.39K sh)
Institutional value change Up +62.9%

As of Q2 2026, 2 SEC-registered investment managers reported holding IZM (ICZOOM GROUP INC.) in their latest 13F filings, with a combined reported value of $19.31K across 65.70K shares. That is +302.7% by share count (+49.39K shares) versus the previous quarter, while reported value moved +62.9%. Ownership is concentrated: the five largest holders account for 100.0% of reported value and the top ten for 100.0%.

Compared with the prior quarter, 2 added to existing stakes. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.

IZM is classified in the Consumer Discretionary sector.

All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.

Q2 2026 — 2 funds

FundSharesValuePortfolio WeightChange
UBS Group AG history 48.48K $14.25K 0.00% Add
Citadel Advisors history 17.22K $5.06K 0.00% Add

Q1 2026 — 2 funds

FundSharesValuePortfolio WeightChange
Citadel Advisors history 15.49K $11.26K 0.00% New
UBS Group AG history 825 $600 0.00% Reduce

Q4 2025 — 1 funds

FundSharesValuePortfolio WeightChange
UBS Group AG history 1.35K $3.42K 0.00% Reduce

Q3 2025 — 4 funds

FundSharesValuePortfolio WeightChange
Renaissance Technologies history 55.70K $132.57K 0.00% Add
Goldman Sachs Group history 21.29K $50.66K 0.00% Add
Morgan Stanley history 2.59K $6.16K 0.00% Hold
UBS Group AG history 2.09K $4.97K 0.00% Reduce

Q2 2025 — 9 funds

FundSharesValuePortfolio WeightChange
Citadel Advisors history 34.41K $93.24K 0.00% New
Citadel Advisors history 34.41K $93.24K 0.00% New
Goldman Sachs Group history 20.40K $55.50K 0.00% New
Goldman Sachs Group history 20.40K $55.50K 0.00% New
Renaissance Technologies history 18.84K $51.24K 0.00% New
Renaissance Technologies history 18.84K $51.24K 0.00% New
UBS Group AG history 3.34K $9.07K 0.00% Add
Morgan Stanley history 2.59K $7.03K 0.00% Hold
Morgan Stanley history 2.59K $7.03K 0.00% Hold

Q1 2025 — 3 funds

FundSharesValuePortfolio WeightChange
Morgan Stanley history 2.59K $4.66K 0.00% Hold
Morgan Stanley history 2.59K $4.66K 0.00% Hold
UBS Group AG history 3 $5 0.00% Reduce

New Positions (Q2 2026)

No fund opened a new position this quarter.

Fully Exited (vs previous quarter)

No tracked fund fully exited this quarter.

Fund Position History — shares by quarter (top 7 funds)

FundQ2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q2 2023Q1 2023
UBS Group AG 48.48K 825 1.35K 2.09K 3.34K 3 3.17K 3 36.48K 311 3 — 2.87K
Citadel Advisors 17.22K 15.49K — — 34.41K — — — — — — — —
Morgan Stanley — — — 2.59K 2.59K 2.59K 2.59K 2.59K 2.59K — — — —
Goldman Sachs Group — — — 21.29K 20.40K — — — — — — — —
Renaissance Technologies — — — 55.70K 18.84K — 26.30K 54.45K — — — 11.57K —
JPMorgan Chase & Co — — — — — — — — — — 3.50K — —
Bank of America Corp — — — — — — — — 19 — — — —

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