Who owns EPOL (EPOL)
Which tracked institutional funds hold EPOL, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See EPOL 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
21 tracked funds added or opened EPOL while 24 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
EPOL’s largest tracked holder by dollar value, State of Tennessee, Department of Treasury, sizes it at 0.2% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.1pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in EPOL 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 116 tracked filers holding EPOL, 62 increased or opened the position and 60 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 EPOL 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 8
- Black Swift Group, LLC$12M
- STATE OF WISCONSIN INVESTMENT BOARD$9M
- OLD MISSION CAPITAL LLC$6M
- GOLDMAN SACHS GROUP INC$3M
- My Portfolio Guide, LLC$3M
- Monument Capital Management$2M
Full exits 9
- Tidal Investments LLC$8M
- Nilsine Partners, LLC$4M
- Empowered Funds, LLC$3M
- Fluent Financial, LLC$3M
- Point Nemo Capital, LLC$2M
- Financiere des Professionnels - Fonds d'investissement inc.$2M
Largest adds
- Robertson Stephens Wealth Management, LLC$7M
- Advisory Services Network, LLC$4M
- JPMORGAN CHASE & CO$4M
- NewSquare Capital LLC$3M
- WELLS FARGO & COMPANY/MN$808K
- OSAIC HOLDINGS, INC.$795K
Largest trims
- State of Tennessee, Department of Treasury$6M
- BlackRock, Inc.$4M
- Qube Research & Technologies Ltd$4M
- Sepio Capital, LP$3M
- UBS Group AG$3M
- Point72 Asset Management, L.P.$3M
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 |
|---|---|---|---|---|
| State of Tennessee, Department of Treasury trimmed | 1,367,895 | $50M | 14.9% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 798,609 | $28M | 8.3% | 2026-Q1 |
| MORGAN STANLEY trimmed | 531,375 | $19M | 5.8% | 2026-Q1 |
| JANE STREET GROUP, LLC trimmed | 395,927 | $14M | 4.3% | 2026-Q1 |
| UBS Group AG trimmed | 390,877 | $14M | 4.3% | 2026-Q1 |
| Black Swift Group, LLC new | 315,970 | $12M | 3.4% | 2026-Q1 |
| STATE OF WISCONSIN INVESTMENT BOARD new | 250,800 | $9M | 2.7% | 2026-Q1 |
| BANQUE PICTET & CIE SA trimmed | 231,863 | $8M | 2.5% | 2026-Q1 |
| Robertson Stephens Wealth Management, LLC added | 202,267 | $7M | 2.2% | 2026-Q1 |
| LPL Financial LLC trimmed | 201,542 | $7M | 2.2% | 2026-Q1 |
| OLD MISSION CAPITAL LLC added | 173,393 | $6M | 1.9% | 2026-Q1 |
| Korea Investment CORP | 162,489 | $6M | 1.8% | 2026-Q1 |
| TD Waterhouse Canada Inc. trimmed | 156,825 | $6M | 1.7% | 2026-Q1 |
| Arlington Capital Management, Inc. trimmed | 153,657 | $6M | 1.7% | 2026-Q1 |
| Csenge Advisory Group added | 141,433 | $5M | 1.5% | 2026-Q1 |
| CoreCap Advisors, LLC trimmed | 137,675 | $5M | 1.5% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 135,945 | $5M | 1.5% | 2026-Q1 |
| Advisory Services Network, LLC added | 132,565 | $5M | 1.4% | 2026-Q1 |
| NewSquare Capital LLC added | 106,983 | $4M | 1.2% | 2026-Q1 |
| MANCHESTER FINANCIAL INC added | 94,237 | $3M | 1.0% | 2026-Q1 |
| Private Advisor Group, LLC trimmed | 89,902 | $3M | 1.0% | 2026-Q1 |
| Bank of New York Mellon Corp added | 88,784 | $3M | 1.0% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 80,720 | $3M | 0.9% | 2026-Q1 |
| My Portfolio Guide, LLC new | 77,579 | $3M | 0.8% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 73,923 | $3M | 0.8% | 2026-Q1 |
| Spectrum Strategic Capital Management, LLC added | 70,646 | $3M | 0.8% | 2026-Q1 |
| Point72 Asset Management, L.P. trimmed | 69,201 | $3M | 0.8% | 2026-Q1 |
| Accordant Advisory Group Inc trimmed | 54,549 | $2M | 0.6% | 2026-Q1 |
| Cavalier Investments, LLC trimmed | 50,044 | $2M | 0.5% | 2026-Q1 |
| Monument Capital Management trimmed | 49,473 | $2M | 0.5% | 2026-Q1 |
| Knights of Columbus Asset Advisors LLC new | 47,360 | $2M | 0.5% | 2026-Q1 |
| Sepio Capital, LP trimmed | 42,358 | $2M | 0.5% | 2026-Q1 |
| DAVENPORT & Co LLC added | 40,722 | $1M | 0.4% | 2026-Q1 |
| Cobblestone Asset Management LLC trimmed | 38,937 | $1M | 0.4% | 2026-Q1 |
| Militia Capital Management LLC new | 38,000 | $1M | 0.4% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 37,802 | $1M | 0.4% | 2026-Q1 |
| Sanctuary Advisors, LLC added | 37,780 | $1M | 0.4% | 2026-Q1 |
| Apollon Wealth Management, LLC added | 35,828 | $1M | 0.4% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 34,060 | $1M | 0.4% | 2026-Q1 |
| SBI Securities Co., Ltd. trimmed | 30,178 | $1M | 0.3% | 2026-Q1 |
| GFS Advisors, LLC trimmed | 10,870 | $1M | 0.3% | 2026-Q1 |
| Freestone Capital Holdings, LLC | 28,706 | $1M | 0.3% | 2026-Q1 |
| Mount Lucas Management LP trimmed | 27,693 | $1M | 0.3% | 2026-Q1 |
| SeaCrest Wealth Management, LLC trimmed | 27,550 | $1M | 0.3% | 2026-Q1 |
| ZACKS INVESTMENT MANAGEMENT added | 25,462 | $927K | 0.3% | 2026-Q1 |
| BlackRock, Inc. trimmed | 24,782 | $902K | 0.3% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 23,290 | $848K | 0.3% | 2026-Q1 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. trimmed | 23,099 | $841K | 0.3% | 2026-Q1 |
| Kaizen Financial Strategies added | 18,315 | $731K | 0.2% | 2026-Q1 |
| Wealthfront Advisers LLC added | 19,824 | $722K | 0.2% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 19,690 | $717K | 0.2% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 18,111 | $660K | 0.2% | 2026-Q1 |
| Elm3 Financial Group, LLC trimmed | 17,630 | $642K | 0.2% | 2026-Q1 |
| Cambridge Investment Research Advisors, Inc. added | 16,998 | $619K | 0.2% | 2026-Q1 |
| Steadtrust LLC | 17,000 | $619K | 0.2% | 2026-Q1 |
| SCOTIA CAPITAL INC. added | 16,817 | $612K | 0.2% | 2026-Q1 |
| Solstein Capital, LLC added | 16,758 | $610K | 0.2% | 2026-Q1 |
| RHUMBLINE ADVISERS trimmed | 16,684 | $607K | 0.2% | 2026-Q1 |
| Mariner, LLC added | 15,752 | $574K | 0.2% | 2026-Q1 |
| Carnegie Investment Counsel added | 14,642 | $533K | 0.2% | 2026-Q1 |
| Amundi trimmed | 13,617 | $496K | 0.1% | 2026-Q1 |
| Invesco Ltd. added | 12,962 | $472K | 0.1% | 2026-Q1 |
| TRUST CO OF OKLAHOMA added | 12,167 | $443K | 0.1% | 2026-Q1 |
| KKM Financial LLC | 12,469 | $439K | 0.1% | 2026-Q1 |
| Arrow Investment Advisors, LLC added | 11,741 | $427K | 0.1% | 2026-Q1 |
| EWA, LLC | 11,232 | $409K | 0.1% | 2026-Q1 |
| SIMPLEX TRADING, LLC added | 11,193 | $408K | 0.1% | 2026-Q1 |
| Corient Private Wealth LLC added | 14,254 | $403K | 0.1% | 2026-Q1 |
| Centiva Capital, LP trimmed | 10,000 | $364K | 0.1% | 2026-Q1 |
| Tidal Investments LLC new | 229,916 | $8M | 2.4% | 2025-Q4 stale |
| OPPENHEIMER ASSET MANAGEMENT INC. new | 152,559 | $5M | 1.5% | 2025-Q2 stale |
| Nilsine Partners, LLC added | 102,376 | $4M | 1.1% | 2025-Q4 stale |
| Empowered Funds, LLC new | 97,900 | $3M | 1.0% | 2025-Q4 stale |
| CITADEL ADVISORS LLC added | 95,599 | $3M | 0.9% | 2025-Q3 stale |
| MARVIN & PALMER ASSOCIATES INC trimmed | 79,780 | $3M | 0.8% | 2025-Q3 stale |
| Fluent Financial, LLC new | 71,501 | $3M | 0.8% | 2025-Q4 stale |
| Point Nemo Capital, LLC new | 63,766 | $2M | 0.7% | 2025-Q4 stale |
| Financiere des Professionnels - Fonds d'investissement inc. | 55,000 | $2M | 0.6% | 2025-Q4 stale |
| UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC added | 56,768 | $2M | 0.5% | 2025-Q3 stale |
| Geneos Wealth Management Inc. added | 58,482 | $2M | 0.5% | 2025-Q1 stale |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added | 44,212 | $2M | 0.5% | 2025-Q4 stale |
| WINNOW WEALTH LLC new | 47,080 | $2M | 0.5% | 2025-Q2 stale |
| OPPENHEIMER & CO INC added | 46,695 | $2M | 0.5% | 2025-Q2 stale |
| DC Investments Management, LLC | 52,643 | $1M | 0.4% | 2025-Q1 stale |
| Arizona PSPRS Trust new | 41,518 | $1M | 0.4% | 2025-Q4 stale |
| Belpointe Asset Management LLC added | 39,436 | $1M | 0.4% | 2025-Q2 stale |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors new | 43,687 | $1M | 0.4% | 2025-Q1 stale |
| Fortis Capital Advisors, LLC added | 32,851 | $1M | 0.3% | 2025-Q2 stale |
| FLOW TRADERS U.S. LLC trimmed | 29,684 | $958K | 0.3% | 2025-Q2 stale |
| Quadrature Capital Ltd trimmed | 25,576 | $900K | 0.3% | 2025-Q4 stale |
| MMA ASSET MANAGEMENT LLC new | 25,007 | $807K | 0.2% | 2025-Q2 stale |
| Harel Insurance Investments & Financial Services Ltd. trimmed | 24,500 | $790K | 0.2% | 2025-Q2 stale |
| Fortis Group Advisors, LLC trimmed | 24,002 | $762K | 0.2% | 2025-Q2 stale |
| New Vernon Capital Holdings II LLC trimmed | 23,600 | $760K | 0.2% | 2025-Q3 stale |
| CIBC WORLD MARKET INC. added | 19,940 | $643K | 0.2% | 2025-Q2 stale |
| Trek Financial, LLC added | 17,208 | $554K | 0.2% | 2025-Q3 stale |
| PRUDENTIAL FINANCIAL INC | 17,000 | $476K | 0.1% | 2025-Q1 stale |
| Cresset Asset Management, LLC added | 16,600 | $465K | 0.1% | 2025-Q1 stale |
| Smith Group Asset Management, LLC trimmed | 12,200 | $429K | 0.1% | 2025-Q4 stale |
| D. E. Shaw & Co., Inc. trimmed | 11,037 | $388K | 0.1% | 2025-Q4 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.