Who owns EPI
Which tracked institutional funds hold EPI, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See EPI company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-19). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
42 tracked funds added or opened EPI while 54 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
EPI’s largest tracked holder by dollar value, MEITAV INVESTMENT HOUSE LTD, sizes it at 1.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 1.0pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in EPI divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 235 tracked filers holding EPI, 83 increased or opened the position and 157 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in EPI between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 9
- McAdam, LLC$6M
- CITADEL ADVISORS LLC$4M
- TriCert Investment Counsel Inc.$2M
- Cresset Asset Management, LLC$2M
- Sumitomo Mitsui Trust Group, Inc.$2M
- Trivium Point Advisory, LLC$2M
Full exits 29
- Clal Insurance Enterprises Holdings Ltd$122M
- Capital Investment Counsel, LLC$8M
- Bulltick Wealth Management, LLC$7M
- Stelac Advisory Services LLC$7M
- NewEdge Wealth, LLC$6M
- FLOW TRADERS U.S. LLC$5M
Largest adds
- AMERIPRISE FINANCIAL INC$10M
- New Vernon Capital Holdings II LLC$7M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$7M
- Composition Wealth, LLC$4M
- MEITAV INVESTMENT HOUSE LTD$3M
- UBS Group AG$3M
Largest trims
- OLD MISSION CAPITAL LLC$16M
- BARCLAYS PLC$14M
- JPMORGAN CHASE & CO$10M
- CITIGROUP INC$8M
- MORGAN STANLEY$7M
- COMMONWEALTH EQUITY SERVICES, LLC$6M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| MEITAV INVESTMENT HOUSE LTD trimmed | 3,390,302 | $145M | 15.2% | 2026-Q2 |
| MORGAN STANLEY trimmed | 2,594,647 | $111M | 11.6% | 2026-Q2 |
| LPL Financial LLC trimmed | 1,183,780 | $51M | 5.3% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 1,020,179 | $44M | 4.6% | 2026-Q2 |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 987,040 | $42M | 4.4% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 837,066 | $36M | 3.7% | 2026-Q2 |
| Composition Wealth, LLC added | 662,028 | $28M | 3.0% | 2026-Q2 |
| Millburn Ridgefield LLC /DE/ added | 617,149 | $26M | 2.8% | 2026-Q2 |
| Catalyst Capital Advisors LLC added | 617,149 | $26M | 2.8% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 515,232 | $22M | 2.3% | 2026-Q2 |
| CIBC Bancorp USA Inc. | 488,142 | $21M | 2.2% | 2026-Q2 |
| OLD MISSION CAPITAL LLC trimmed | 478,623 | $20M | 2.1% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 440,755 | $19M | 2.0% | 2026-Q2 |
| Venture Visionary Partners LLC added | 430,870 | $18M | 1.9% | 2026-Q2 |
| Trajan Wealth LLC added | 398,476 | $17M | 1.8% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 394,331 | $17M | 1.8% | 2026-Q2 |
| BlackRock, Inc. added | 359,921 | $15M | 1.6% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 355,159 | $15M | 1.6% | 2026-Q2 |
| UBS Group AG added | 351,503 | $15M | 1.6% | 2026-Q2 |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 342,373 | $15M | 1.5% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 335,594 | $14M | 1.5% | 2026-Q2 |
| New Vernon Capital Holdings II LLC added | 334,978 | $14M | 1.5% | 2026-Q2 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ trimmed | 283,603 | $12M | 1.3% | 2026-Q2 |
| SBI Securities Co., Ltd. trimmed | 269,323 | $12M | 1.2% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 259,989 | $11M | 1.2% | 2026-Q2 |
| GenTrust, LLC added | 242,315 | $10M | 1.1% | 2026-Q2 |
| Randolph Co Inc trimmed | 219,252 | $9M | 1.0% | 2026-Q2 |
| BARCLAYS PLC trimmed | 218,975 | $9M | 1.0% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed | 213,103 | $9M | 1.0% | 2026-Q2 |
| Laurel Wealth Planning LLC added | 152,372 | $7M | 0.7% | 2026-Q2 |
| Circle Wealth Management, LLC trimmed | 151,599 | $6M | 0.7% | 2026-Q2 |
| McAdam, LLC new | 151,469 | $6M | 0.7% | 2026-Q2 |
| CITIGROUP INC trimmed | 147,624 | $6M | 0.7% | 2026-Q2 |
| Leibman Financial Services, Inc. added | 144,201 | $6M | 0.6% | 2026-Q2 |
| Private Advisor Group, LLC trimmed | 124,267 | $5M | 0.6% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 118,316 | $5M | 0.5% | 2026-Q2 |
| Equitable Holdings, Inc. trimmed | 107,191 | $5M | 0.5% | 2026-Q2 |
| Glen Eagle Advisors, LLC trimmed | 97,012 | $4M | 0.4% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 95,596 | $4M | 0.4% | 2026-Q2 |
| Cullen Capital Management, LLC trimmed | 93,411 | $4M | 0.4% | 2026-Q2 |
| Grey Ledge Advisors, LLC trimmed | 91,559 | $4M | 0.4% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 91,482 | $4M | 0.4% | 2026-Q2 |
| Mariner, LLC trimmed | 65,995 | $3M | 0.3% | 2026-Q2 |
| Provident Co of the Employees of the Hebrew University LTD trimmed | 65,613 | $3M | 0.3% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 63,131 | $3M | 0.3% | 2026-Q2 |
| Cetera Investment Advisers added | 58,856 | $3M | 0.3% | 2026-Q2 |
| TriCert Investment Counsel Inc. new | 58,075 | $2M | 0.3% | 2026-Q2 |
| Atria Investments, Inc trimmed | 54,660 | $2M | 0.2% | 2026-Q2 |
| Wealthfront Advisers LLC trimmed | 52,881 | $2M | 0.2% | 2026-Q2 |
| ZACKS INVESTMENT MANAGEMENT trimmed | 50,543 | $2M | 0.2% | 2026-Q2 |
| Sharper & Granite LLC trimmed | 50,259 | $2M | 0.2% | 2026-Q2 |
| &PARTNERS added | 49,640 | $2M | 0.2% | 2026-Q2 |
| BLAIR WILLIAM & CO/IL added | 48,367 | $2M | 0.2% | 2026-Q2 |
| Allworth Financial LP trimmed | 47,343 | $2M | 0.2% | 2026-Q2 |
| Cresset Asset Management, LLC added | 46,361 | $2M | 0.2% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS added | 44,886 | $2M | 0.2% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP trimmed | 44,102 | $2M | 0.2% | 2026-Q2 |
| Narus Financial Partners, LLC trimmed | 43,958 | $2M | 0.2% | 2026-Q2 |
| Rockefeller Capital Management L.P. trimmed | 42,684 | $2M | 0.2% | 2026-Q2 |
| Sumitomo Mitsui Trust Group, Inc. new | 42,519 | $2M | 0.2% | 2026-Q2 |
| Savant Capital, LLC added | 39,591 | $2M | 0.2% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 37,360 | $2M | 0.2% | 2026-Q2 |
| Trivium Point Advisory, LLC trimmed | 35,409 | $2M | 0.2% | 2026-Q2 |
| Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. | 33,076 | $1M | 0.1% | 2026-Q2 |
| TD Waterhouse Canada Inc. | 32,235 | $1M | 0.1% | 2026-Q2 |
| Cohen Klingenstein LLC trimmed | 32,000 | $1M | 0.1% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 29,529 | $1M | 0.1% | 2026-Q2 |
| Creative Planning trimmed | 27,553 | $1M | 0.1% | 2026-Q2 |
| Stratos Wealth Advisors, LLC added | 26,967 | $1M | 0.1% | 2026-Q2 |
| CHAPMAN FINANCIAL GROUP, LLC trimmed | 26,623 | $1M | 0.1% | 2026-Q2 |
| Strategic Wealth Investment Group, LLC added | 26,351 | $1M | 0.1% | 2026-Q2 |
| Oxinas Partners, LLC added | 26,288 | $1M | 0.1% | 2026-Q2 |
| Whitaker-Myers Wealth Managers, LTD. trimmed | 26,182 | $1M | 0.1% | 2026-Q2 |
| Lynx Investment Advisory new | 25,886 | $1M | 0.1% | 2026-Q2 |
| Perigon Wealth Management, LLC trimmed | 25,857 | $1M | 0.1% | 2026-Q2 |
| MAI Capital Management added | 25,841 | $1M | 0.1% | 2026-Q2 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC added | 25,450 | $1M | 0.1% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 24,645 | $1M | 0.1% | 2026-Q2 |
| Robertson Stephens Wealth Management, LLC added | 24,528 | $1M | 0.1% | 2026-Q2 |
| NAPLES GLOBAL ADVISORS, LLC | 24,229 | $1M | 0.1% | 2026-Q2 |
| Beacon Pointe Advisors, LLC trimmed | 24,220 | $1M | 0.1% | 2026-Q2 |
| Western Wealth Management, LLC added | 24,141 | $1M | 0.1% | 2026-Q2 |
| Clearstead Advisors, LLC trimmed | 24,014 | $1M | 0.1% | 2026-Q2 |
| Smartleaf Asset Management LLC | 23,977 | $1M | 0.1% | 2026-Q2 |
| Viewpoint Capital Management LLC | 23,972 | $1M | 0.1% | 2026-Q2 |
| Mirae Asset Global Investments Co., Ltd. | 22,000 | $941K | 0.1% | 2026-Q2 |
| Caprock Group, LLC trimmed | 21,376 | $914K | 0.1% | 2026-Q2 |
| IHT Wealth Management, LLC trimmed | 21,342 | $913K | 0.1% | 2026-Q2 |
| Verity Asset Management, Inc. added | 21,204 | $907K | 0.1% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV added | 20,438 | $874K | 0.1% | 2026-Q2 |
| Evelyn Partners Group Ltd new | 18,862 | $1M | 0.1% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 18,794 | $804K | 0.1% | 2026-Q2 |
| EP Wealth Advisors, LLC added | 18,452 | $789K | 0.1% | 2026-Q2 |
| AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP trimmed | 18,106 | $777K | 0.1% | 2026-Q2 |
| TWO SIGMA SECURITIES, LLC added | 17,795 | $761K | 0.1% | 2026-Q2 |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. trimmed | 15,933 | $682K | 0.1% | 2026-Q2 |
| Focus Partners Wealth added | 15,358 | $657K | 0.1% | 2026-Q2 |
| WASHINGTON GROWTH STRATEGIES LLC | 14,882 | $637K | 0.1% | 2026-Q2 |
| INSIGNEO ADVISORY SERVICES, LLC added | 14,134 | $605K | 0.1% | 2026-Q2 |
| NewEdge Advisors, LLC trimmed | 13,711 | $587K | 0.1% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.