Who owns EPI (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-Q1 13F filings. 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
28 tracked funds added or opened EPI while 79 trimmed or exited it between 2025-Q4 and 2026-Q1 — 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 1.6% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 1.5pp 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 2025-Q4 and 2026-Q1, across 270 tracked filers holding EPI, 115 increased or opened the position and 130 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 2025-Q4 and 2026-Q1 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
- CIBC Bancorp USA Inc.$20M
- Stelac Advisory Services LLC$7M
- FLOW TRADERS U.S. LLC$5M
- MARSHALL WACE, LLP$3M
- Waverly Advisors, LLC$2M
- PARK AVENUE SECURITIES LLC$2M
Full exits 17
- CIBC Private Wealth Group LLC$23M
- JANE STREET GROUP, LLC$13M
- GREENUP STREET WEALTH MANAGEMENT LLC$6M
- CITADEL ADVISORS LLC$6M
- Ferguson Shapiro LLC$3M
- FOREFRONT WEALTH MANAGEMENT INC.$3M
Largest adds
- OLD MISSION CAPITAL LLC$12M
- BARCLAYS PLC$9M
- CITIGROUP INC$5M
- Millburn Ridgefield LLC /DE/$4M
- Catalyst Capital Advisors LLC$4M
- ROYAL BANK OF CANADA$3M
Largest trims
- Migdal Insurance & Financial Holdings Ltd.$95M
- Harel Insurance Investments & Financial Services Ltd.$72M
- MORGAN STANLEY$31M
- LPL Financial LLC$29M
- BANK OF AMERICA CORP /DE/$25M
- WELLS FARGO & COMPANY/MN$19M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| MEITAV INVESTMENT HOUSE LTD added | 3,480,035 | $142M | 10.7% | 2026-Q1 |
| Clal Insurance Enterprises Holdings Ltd | 3,000,000 | $122M | 9.2% | 2026-Q1 |
| MORGAN STANLEY trimmed | 2,883,045 | $118M | 8.9% | 2026-Q1 |
| LPL Financial LLC trimmed | 1,371,038 | $56M | 4.2% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 1,160,366 | $46M | 3.5% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 1,049,136 | $43M | 3.2% | 2026-Q1 |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 987,040 | $40M | 3.0% | 2026-Q1 |
| OLD MISSION CAPITAL LLC added | 886,809 | $36M | 2.7% | 2026-Q1 |
| Composition Wealth, LLC trimmed | 594,399 | $24M | 1.8% | 2026-Q1 |
| Millburn Ridgefield LLC /DE/ added | 587,752 | $24M | 1.8% | 2026-Q1 |
| Catalyst Capital Advisors LLC added | 587,752 | $24M | 1.8% | 2026-Q1 |
| BARCLAYS PLC added | 561,344 | $23M | 1.7% | 2026-Q1 |
| CIBC Bancorp USA Inc. new | 488,142 | $20M | 1.5% | 2026-Q1 |
| Venture Visionary Partners LLC trimmed | 426,639 | $17M | 1.3% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 401,130 | $16M | 1.2% | 2026-Q1 |
| Kestra Advisory Services, LLC trimmed | 383,440 | $16M | 1.2% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 381,804 | $16M | 1.2% | 2026-Q1 |
| Trajan Wealth LLC added | 374,884 | $15M | 1.2% | 2026-Q1 |
| CITIGROUP INC added | 356,669 | $15M | 1.1% | 2026-Q1 |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 342,373 | $14M | 1.1% | 2026-Q1 |
| BlackRock, Inc. added | 337,490 | $14M | 1.0% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC trimmed | 306,857 | $13M | 0.9% | 2026-Q1 |
| UBS Group AG trimmed | 300,458 | $12M | 0.9% | 2026-Q1 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ trimmed | 297,517 | $12M | 0.9% | 2026-Q1 |
| SBI Securities Co., Ltd. trimmed | 289,026 | $12M | 0.9% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 266,922 | $11M | 0.8% | 2026-Q1 |
| GenTrust, LLC added | 237,496 | $10M | 0.7% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 231,456 | $9M | 0.7% | 2026-Q1 |
| Randolph Co Inc added | 219,346 | $9M | 0.7% | 2026-Q1 |
| Private Advisor Group, LLC trimmed | 215,141 | $9M | 0.7% | 2026-Q1 |
| Capital Investment Counsel, LLC trimmed | 207,881 | $8M | 0.6% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 186,612 | $8M | 0.6% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 185,452 | $8M | 0.6% | 2026-Q1 |
| NEW VERNON CAPITAL HOLDINGS II LLC trimmed | 177,278 | $7M | 0.5% | 2026-Q1 |
| Bulltick Wealth Management, LLC | 159,876 | $7M | 0.5% | 2026-Q1 |
| Stelac Advisory Services LLC new | 159,540 | $7M | 0.5% | 2026-Q1 |
| Circle Wealth Management, LLC added | 155,539 | $6M | 0.5% | 2026-Q1 |
| Provident Co of the Employees of the Hebrew University LTD | 155,346 | $6M | 0.5% | 2026-Q1 |
| Laurel Wealth Planning LLC added | 152,267 | $6M | 0.5% | 2026-Q1 |
| NewEdge Wealth, LLC trimmed | 148,645 | $6M | 0.5% | 2026-Q1 |
| Mariner, LLC added | 145,242 | $6M | 0.4% | 2026-Q1 |
| Leibman Financial Services, Inc. added | 137,944 | $6M | 0.4% | 2026-Q1 |
| Equitable Holdings, Inc. trimmed | 117,329 | $5M | 0.4% | 2026-Q1 |
| FLOW TRADERS U.S. LLC added | 121,926 | $5M | 0.4% | 2026-Q1 |
| Cullen Capital Management, LLC added | 114,147 | $5M | 0.4% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 113,302 | $5M | 0.3% | 2026-Q1 |
| Grey Ledge Advisors, LLC added | 107,774 | $4M | 0.3% | 2026-Q1 |
| Avid Wealth Partners LLC trimmed | 100,907 | $4M | 0.3% | 2026-Q1 |
| Glen Eagle Advisors, LLC trimmed | 97,451 | $4M | 0.3% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 92,106 | $4M | 0.3% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 89,206 | $4M | 0.3% | 2026-Q1 |
| Dynamic Advisor Solutions LLC added | 87,722 | $4M | 0.3% | 2026-Q1 |
| D. E. Shaw & Co., Inc. added | 87,377 | $4M | 0.3% | 2026-Q1 |
| MARSHALL WACE, LLP added | 77,774 | $3M | 0.2% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 69,646 | $3M | 0.2% | 2026-Q1 |
| Wealthfront Advisers LLC added | 68,986 | $3M | 0.2% | 2026-Q1 |
| Harel Insurance Investments & Financial Services Ltd. trimmed | 66,000 | $3M | 0.2% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 65,652 | $3M | 0.2% | 2026-Q1 |
| Atria Investments, Inc added | 65,622 | $3M | 0.2% | 2026-Q1 |
| Meridian Wealth Management, LLC trimmed | 61,796 | $3M | 0.2% | 2026-Q1 |
| Cetera Investment Advisers added | 57,079 | $2M | 0.2% | 2026-Q1 |
| Merit Financial Group, LLC trimmed | 55,370 | $2M | 0.2% | 2026-Q1 |
| Waverly Advisors, LLC new | 54,416 | $2M | 0.2% | 2026-Q1 |
| PARK AVENUE SECURITIES LLC added | 53,652 | $2M | 0.2% | 2026-Q1 |
| ZACKS INVESTMENT MANAGEMENT added | 52,145 | $2M | 0.2% | 2026-Q1 |
| Carmel Capital Management L.L.C. trimmed | 51,755 | $2M | 0.2% | 2026-Q1 |
| Sharper & Granite LLC added | 50,929 | $2M | 0.2% | 2026-Q1 |
| Narus Financial Partners, LLC trimmed | 49,389 | $2M | 0.2% | 2026-Q1 |
| Allworth Financial LP added | 48,493 | $2M | 0.1% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 48,903 | $2M | 0.1% | 2026-Q1 |
| BLAIR WILLIAM & CO/IL trimmed | 47,054 | $2M | 0.1% | 2026-Q1 |
| Cohen Klingenstein LLC trimmed | 47,000 | $2M | 0.1% | 2026-Q1 |
| TABLEAUX LLC added | 40,750 | $2M | 0.1% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 37,748 | $2M | 0.1% | 2026-Q1 |
| WELLINGTON MANAGEMENT GROUP LLP trimmed | 1,458,378 | $64M | 4.8% | 2025-Q1 stale |
| Money Design Co.,Ltd. added | 753,862 | $36M | 2.7% | 2025-Q2 stale |
| CIBC Private Wealth Group LLC trimmed | 489,592 | $23M | 1.7% | 2025-Q4 stale |
| JANE STREET GROUP, LLC trimmed | 284,384 | $13M | 1.0% | 2025-Q4 stale |
| Hamilton Wealth, LLC added | 183,709 | $9M | 0.7% | 2025-Q2 stale |
| ADAPT WEALTH ADVISORS, LLC added | 171,999 | $8M | 0.6% | 2025-Q2 stale |
| GREENUP STREET WEALTH MANAGEMENT LLC | 134,974 | $6M | 0.5% | 2025-Q4 stale |
| CITADEL ADVISORS LLC trimmed | 120,616 | $6M | 0.4% | 2025-Q4 stale |
| Members Advisory Group LLC trimmed | 125,056 | $6M | 0.4% | 2025-Q3 stale |
| Driehaus Capital Management LLC trimmed | 91,206 | $4M | 0.3% | 2025-Q2 stale |
| Inspire Advisors, LLC added | 93,746 | $4M | 0.3% | 2025-Q3 stale |
| Crown Wealth Group, LLC added | 65,987 | $3M | 0.2% | 2025-Q2 stale |
| SG Americas Securities, LLC added | 70,199 | $3M | 0.2% | 2025-Q3 stale |
| Ferguson Shapiro LLC added | 66,956 | $3M | 0.2% | 2025-Q4 stale |
| FOREFRONT WEALTH MANAGEMENT INC. trimmed | 54,126 | $3M | 0.2% | 2025-Q4 stale |
| Patriot Financial Group Insurance Agency, LLC trimmed | 51,882 | $2M | 0.2% | 2025-Q2 stale |
| Stratos Investment Management, LLC trimmed | 51,414 | $2M | 0.2% | 2025-Q3 stale |
| Insight Advisors, LLC/ PA added | 44,844 | $2M | 0.2% | 2025-Q4 stale |
| Atria Wealth Solutions, Inc. trimmed | 45,878 | $2M | 0.2% | 2025-Q1 stale |
| Venturi Wealth Management, LLC trimmed | 45,739 | $2M | 0.2% | 2025-Q1 stale |
| Defined Financial Planning LLC added | 44,468 | $2M | 0.1% | 2025-Q3 stale |
| Fearless Solutions, LLC dba Best Invest trimmed | 41,261 | $2M | 0.1% | 2025-Q2 stale |
| Strategic Financial Concepts, LLC new | 41,259 | $2M | 0.1% | 2025-Q2 stale |
| Trivium Point Advisory, LLC trimmed | 39,146 | $2M | 0.1% | 2025-Q4 stale |
| MILLENNIUM MANAGEMENT LLC trimmed | 37,391 | $2M | 0.1% | 2025-Q2 stale |
| HSBC HOLDINGS PLC | 36,272 | $2M | 0.1% | 2025-Q1 stale |
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.