Who owns 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-Q2 13F filings (latest filed 2026-08-17). 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
18 tracked funds added or opened EPOL while 26 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
EPOL’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes EPOL more heavily than its largest holder by dollar value does.
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 2026-Q1 and 2026-Q2, across 107 tracked filers holding EPOL, 44 increased or opened the position and 74 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 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 5
- Y.D. More Investments Ltd$5M
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$2M
- Point Nemo Capital, LLC$2M
- D. E. Shaw & Co., Inc.$1M
- Hilltop Holdings Inc.$817K
Full exits 10
- STATE OF WISCONSIN INVESTMENT BOARD$9M
- TD Waterhouse Canada Inc.$6M
- Advisory Services Network, LLC$5M
- NewSquare Capital LLC$4M
- My Portfolio Guide, LLC$3M
- Point72 Asset Management, L.P.$3M
Largest adds
- BlackRock, Inc.$66M
- BANK OF MONTREAL /CAN/$15M
- JPMORGAN CHASE & CO$13M
- Centiva Capital, LP$4M
- Black Swift Group, LLC$2M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$2M
Largest trims
- Robertson Stephens Wealth Management, LLC$7M
- UBS Group AG$5M
- JANE STREET GROUP, LLC$5M
- State of Tennessee, Department of Treasury$4M
- Korea Investment CORP$3M
- Accordant Advisory Group Inc$2M
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 |
|---|---|---|---|---|
| BlackRock, Inc. added | 1,727,571 | $67M | 19.9% | 2026-Q2 |
| State of Tennessee, Department of Treasury trimmed | 1,176,823 | $45M | 13.6% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 1,054,147 | $41M | 12.1% | 2026-Q2 |
| MORGAN STANLEY trimmed | 478,851 | $18M | 5.5% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ added | 388,957 | $15M | 4.5% | 2026-Q2 |
| Black Swift Group, LLC added | 358,566 | $14M | 4.1% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 251,798 | $10M | 2.9% | 2026-Q2 |
| LPL Financial LLC added | 250,304 | $10M | 2.9% | 2026-Q2 |
| UBS Group AG trimmed | 239,497 | $9M | 2.8% | 2026-Q2 |
| OLD MISSION CAPITAL LLC added | 213,579 | $8M | 2.5% | 2026-Q2 |
| BANQUE PICTET & CIE SA trimmed | 193,680 | $7M | 2.2% | 2026-Q2 |
| Arlington Capital Management, Inc. trimmed | 153,471 | $6M | 1.8% | 2026-Q2 |
| Csenge Advisory Group added | 148,494 | $6M | 1.7% | 2026-Q2 |
| CoreCap Advisors, LLC added | 139,051 | $5M | 1.6% | 2026-Q2 |
| Y.D. More Investments Ltd new | 127,400 | $5M | 1.5% | 2026-Q2 |
| Centiva Capital, LP added | 109,893 | $4M | 1.3% | 2026-Q2 |
| MANCHESTER FINANCIAL INC trimmed | 93,656 | $4M | 1.1% | 2026-Q2 |
| Private Advisor Group, LLC trimmed | 88,925 | $3M | 1.0% | 2026-Q2 |
| Bank of New York Mellon Corp trimmed | 86,619 | $3M | 1.0% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 86,215 | $3M | 1.0% | 2026-Q2 |
| Korea Investment CORP trimmed | 83,960 | $3M | 1.0% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 78,916 | $3M | 0.9% | 2026-Q2 |
| Spectrum Strategic Capital Management, LLC trimmed | 67,411 | $3M | 0.8% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 56,768 | $2M | 0.7% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 56,256 | $2M | 0.6% | 2026-Q2 |
| Knights of Columbus Asset Advisors LLC added | 49,840 | $2M | 0.6% | 2026-Q2 |
| Monument Capital Management trimmed | 49,396 | $2M | 0.6% | 2026-Q2 |
| Point Nemo Capital, LLC trimmed | 47,474 | $2M | 0.5% | 2026-Q2 |
| Sepio Capital, LP added | 42,491 | $2M | 0.5% | 2026-Q2 |
| Sanctuary Advisors, LLC trimmed | 36,580 | $1M | 0.4% | 2026-Q2 |
| D. E. Shaw & Co., Inc. added | 35,711 | $1M | 0.4% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 34,859 | $1M | 0.4% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 34,400 | $1M | 0.4% | 2026-Q2 |
| Cobblestone Asset Management LLC trimmed | 34,065 | $1M | 0.4% | 2026-Q2 |
| Militia Capital Management LLC trimmed | 33,854 | $1M | 0.4% | 2026-Q2 |
| Apollon Wealth Management, LLC trimmed | 33,364 | $1M | 0.4% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 31,661 | $1M | 0.4% | 2026-Q2 |
| Freestone Capital Holdings, LLC | 28,706 | $1M | 0.3% | 2026-Q2 |
| Mount Lucas Management LP trimmed | 26,436 | $1M | 0.3% | 2026-Q2 |
| SCOTIA CAPITAL INC. added | 25,570 | $987K | 0.3% | 2026-Q2 |
| SBI Securities Co., Ltd. trimmed | 25,419 | $981K | 0.3% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 22,516 | $869K | 0.3% | 2026-Q2 |
| ZACKS INVESTMENT MANAGEMENT trimmed | 21,169 | $817K | 0.2% | 2026-Q2 |
| Hilltop Holdings Inc. new | 21,156 | $817K | 0.2% | 2026-Q2 |
| Wealthfront Advisers LLC trimmed | 19,298 | $745K | 0.2% | 2026-Q2 |
| SIMPLEX TRADING, LLC added | 18,097 | $699K | 0.2% | 2026-Q2 |
| Steadtrust LLC | 17,000 | $656K | 0.2% | 2026-Q2 |
| Kaizen Financial Strategies trimmed | 16,944 | $656K | 0.2% | 2026-Q2 |
| Elm3 Financial Group, LLC trimmed | 15,732 | $607K | 0.2% | 2026-Q2 |
| Corient Private Wealth LP added | 14,427 | $557K | 0.2% | 2026-Q2 |
| GFS Advisors, LLC added | 14,252 | $13K | 0.0% | 2026-Q2 |
| Solstein Capital, LLC trimmed | 13,390 | $517K | 0.2% | 2026-Q2 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. trimmed | 12,616 | $487K | 0.1% | 2026-Q2 |
| Invesco Ltd. trimmed | 12,430 | $480K | 0.1% | 2026-Q2 |
| Arrow Investment Advisors, LLC trimmed | 11,447 | $442K | 0.1% | 2026-Q2 |
| EWA, LLC added | 11,315 | $437K | 0.1% | 2026-Q2 |
| Carnegie Investment Counsel trimmed | 10,927 | $422K | 0.1% | 2026-Q2 |
| Robertson Stephens Wealth Management, LLC trimmed | 9,889 | $382K | 0.1% | 2026-Q2 |
| KKM Financial LLC trimmed | 9,797 | $378K | 0.1% | 2026-Q2 |
| Squarepoint Ops LLC new | 8,860 | $342K | 0.1% | 2026-Q2 |
| Mirae Asset Global Investments Co., Ltd. added | 8,598 | $332K | 0.1% | 2026-Q2 |
| PNC Financial Services Group, Inc. added | 8,092 | $312K | 0.1% | 2026-Q2 |
| Caprock Group, LLC | 7,069 | $273K | 0.1% | 2026-Q2 |
| DAVENPORT & Co LLC trimmed | 6,918 | $267K | 0.1% | 2026-Q2 |
| Cetera Investment Advisers trimmed | 6,845 | $264K | 0.1% | 2026-Q2 |
| Equitable Holdings, Inc. trimmed | 6,400 | $245K | 0.1% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 5,759 | $222K | 0.1% | 2026-Q2 |
| PRIVATE TRUST CO NA trimmed | 5,644 | $218K | 0.1% | 2026-Q2 |
| J. Safra Sarasin Holding AG new | 5,633 | $218K | 0.1% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 5,559 | $215K | 0.1% | 2026-Q2 |
| Focus Partners Wealth | 5,501 | $212K | 0.1% | 2026-Q2 |
| IFP Advisors, Inc added | 5,231 | $202K | 0.1% | 2026-Q2 |
| Belvedere Trading LLC added | 5,206 | $201K | 0.1% | 2026-Q2 |
| MARVIN & PALMER ASSOCIATES INC trimmed | 4,750 | $183K | 0.1% | 2026-Q2 |
| AlphaCentric Advisors LLC trimmed | 4,238 | $164K | 0.0% | 2026-Q2 |
| Blue Trust, Inc. trimmed | 4,079 | $157K | 0.0% | 2026-Q2 |
| FMR LLC added | 3,298 | $127K | 0.0% | 2026-Q2 |
| Federation des caisses Desjardins du Quebec added | 2,673 | $103K | 0.0% | 2026-Q2 |
| NATIONAL BANK OF CANADA /FI/ added | 2,250 | $87K | 0.0% | 2026-Q2 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 1,500 | $58K | 0.0% | 2026-Q2 |
| Integrated Wealth Concepts LLC new | 1,300 | $50K | 0.0% | 2026-Q2 |
| Accordant Advisory Group Inc trimmed | 1,289 | $50K | 0.0% | 2026-Q2 |
| Parallel Advisors, LLC added | 1,268 | $49K | 0.0% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 1,257 | $49K | 0.0% | 2026-Q2 |
| Fourth Dimension Wealth, LLC | 1,106 | $43K | 0.0% | 2026-Q2 |
| Rockefeller Capital Management L.P. trimmed | 800 | $31K | 0.0% | 2026-Q2 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC trimmed | 705 | $27K | 0.0% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC added | 673 | $26K | 0.0% | 2026-Q2 |
| North Star Investment Management Corp. new | 603 | $23K | 0.0% | 2026-Q2 |
| BLAIR WILLIAM & CO/IL | 500 | $19K | 0.0% | 2026-Q2 |
| UMB Bank, n.a. new | 399 | $15K | 0.0% | 2026-Q2 |
| AE Wealth Management LLC | 308 | $12K | 0.0% | 2026-Q2 |
| TD Capital Management LLC added | 302 | $12K | 0.0% | 2026-Q2 |
| Smartleaf Asset Management LLC | 273 | $11K | 0.0% | 2026-Q2 |
| BURKETT FINANCIAL SERVICES, LLC new | 260 | $10K | 0.0% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. trimmed | 236 | $9K | 0.0% | 2026-Q2 |
| 4Thought Financial Group Inc. trimmed | 175 | $7K | 0.0% | 2026-Q2 |
| NewEdge Advisors, LLC added | 100 | $4K | 0.0% | 2026-Q2 |
| NOMURA ASSET MANAGEMENT CO LTD | 100 | $4K | 0.0% | 2026-Q2 |
| Allworth Financial LP new | 77 | $3K | 0.0% | 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.