Who owns EPP
Which tracked institutional funds hold EPP, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See EPP 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
43 tracked funds added or opened EPP while 15 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
EPP’s largest tracked holder by dollar value, JPMORGAN CHASE & CO, 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 conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in EPP 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 203 tracked filers holding EPP, 100 increased or opened the position and 67 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 EPP 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
- NorthCoast Asset Management LLC$6M
- Hilltop Holdings Inc.$3M
- Synergy Asset Management, LLC$2M
- PARK AVENUE SECURITIES LLC$2M
- FLOW TRADERS U.S. LLC$1M
- Karnit Road Accident Victims Compensation Fund$997K
Full exits 5
- MONECO ADVISORS, LLC$1M
- NAVELLIER & ASSOCIATES INC$834K
- Engineers Gate Manager LP$768K
- SageView Advisory Group, LLC$626K
- HIGHLAND CAPITAL MANAGEMENT, LLC$579K
Largest adds
- ROYAL BANK OF CANADA$120M
- BANK OF AMERICA CORP /DE/$39M
- MORGAN STANLEY$10M
- Banco Santander, S.A.$8M
- BlackRock, Inc.$6M
- Asset Management One Co., Ltd.$5M
Largest trims
- GOLDMAN SACHS GROUP INC$11M
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$6M
- Qube Research & Technologies Ltd$967K
- Cordoba Advisory Partners LLC$711K
- PNC FINANCIAL SERVICES GROUP, INC.$410K
- MML INVESTORS SERVICES, LLC$370K
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 |
|---|---|---|---|---|
| JPMORGAN CHASE & CO trimmed | 7,591,038 | $394M | 25.1% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 3,888,219 | $207M | 13.2% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 3,658,302 | $194M | 12.4% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 3,651,612 | $194M | 12.4% | 2026-Q1 |
| BlackRock, Inc. added | 1,983,267 | $105M | 6.7% | 2026-Q1 |
| Asset Management One Co., Ltd. added | 1,519,576 | $81M | 5.2% | 2026-Q1 |
| MORGAN STANLEY added | 1,433,715 | $76M | 4.9% | 2026-Q1 |
| UBS Group AG added | 572,681 | $30M | 1.9% | 2026-Q1 |
| DEUTSCHE BANK AG\ added | 343,628 | $18M | 1.2% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 269,509 | $14M | 0.9% | 2026-Q1 |
| Banco Santander, S.A. added | 222,667 | $12M | 0.8% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 198,585 | $11M | 0.7% | 2026-Q1 |
| Amundi added | 179,525 | $10M | 0.6% | 2026-Q1 |
| PNC FINANCIAL SERVICES GROUP, INC. trimmed | 157,807 | $8M | 0.5% | 2026-Q1 |
| SYON CAPITAL LLC added | 150,518 | $8M | 0.5% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 135,004 | $7M | 0.5% | 2026-Q1 |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP added | 122,513 | $7M | 0.4% | 2026-Q1 |
| Rathbones Group PLC added | 119,865 | $6M | 0.4% | 2026-Q1 |
| NorthCoast Asset Management LLC trimmed | 116,515 | $6M | 0.4% | 2026-Q1 |
| CITIGROUP INC trimmed | 111,545 | $6M | 0.4% | 2026-Q1 |
| Rockefeller Capital Management L.P. added | 107,521 | $6M | 0.4% | 2026-Q1 |
| LPL Financial LLC added | 88,761 | $5M | 0.3% | 2026-Q1 |
| Cetera Investment Advisers added | 87,745 | $5M | 0.3% | 2026-Q1 |
| BTG Pactual Asset Management US LLC trimmed | 79,380 | $4M | 0.3% | 2026-Q1 |
| Checchi Capital Advisers, LLC added | 77,722 | $4M | 0.3% | 2026-Q1 |
| LMCG INVESTMENTS, LLC trimmed | 77,060 | $4M | 0.3% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 72,868 | $4M | 0.2% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 71,344 | $4M | 0.2% | 2026-Q1 |
| HSBC HOLDINGS PLC trimmed | 70,784 | $4M | 0.2% | 2026-Q1 |
| Ascent Group, LLC added | 61,947 | $3M | 0.2% | 2026-Q1 |
| Cordoba Advisory Partners LLC trimmed | 60,951 | $3M | 0.2% | 2026-Q1 |
| Sanctuary Advisors, LLC added | 57,426 | $3M | 0.2% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 54,210 | $3M | 0.2% | 2026-Q1 |
| Stelac Advisory Services LLC added | 51,569 | $3M | 0.2% | 2026-Q1 |
| Hilltop Holdings Inc. added | 51,070 | $3M | 0.2% | 2026-Q1 |
| Sharper & Granite LLC added | 48,754 | $3M | 0.2% | 2026-Q1 |
| MML INVESTORS SERVICES, LLC trimmed | 40,881 | $2M | 0.1% | 2026-Q1 |
| TRUIST FINANCIAL CORP trimmed | 38,149 | $2M | 0.1% | 2026-Q1 |
| NLB Skladi, upravljanje premozenja, d.o.o. added | 37,983 | $2M | 0.1% | 2026-Q1 |
| Synergy Asset Management, LLC added | 36,645 | $2M | 0.1% | 2026-Q1 |
| Corient Private Wealth LLC trimmed | 43,472 | $2M | 0.1% | 2026-Q1 |
| PARK AVENUE SECURITIES LLC added | 35,618 | $2M | 0.1% | 2026-Q1 |
| Integris Wealth Management, LLC trimmed | 33,553 | $2M | 0.1% | 2026-Q1 |
| Prosperity Consulting Group, LLC added | 33,494 | $2M | 0.1% | 2026-Q1 |
| Onyx Bridge Wealth Group LLC added | 33,269 | $2M | 0.1% | 2026-Q1 |
| FIL Ltd added | 31,116 | $2M | 0.1% | 2026-Q1 |
| Robertson Stephens Wealth Management, LLC trimmed | 29,669 | $2M | 0.1% | 2026-Q1 |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. trimmed | 27,298 | $1M | 0.1% | 2026-Q1 |
| GFS Advisors, LLC | 25,000 | $1M | 0.1% | 2026-Q1 |
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC added | 23,935 | $1M | 0.1% | 2026-Q1 |
| Bank of New York Mellon Corp added | 23,590 | $1M | 0.1% | 2026-Q1 |
| Cerity Partners LLC trimmed | 23,144 | $1M | 0.1% | 2026-Q1 |
| Resolute Advisors LLC | 21,585 | $1M | 0.1% | 2026-Q1 |
| FLOW TRADERS U.S. LLC trimmed | 21,375 | $1M | 0.1% | 2026-Q1 |
| LEE DANNER & BASS INC | 21,025 | $1M | 0.1% | 2026-Q1 |
| AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP added | 18,798 | $1M | 0.1% | 2026-Q1 |
| Karnit Road Accident Victims Compensation Fund new | 18,770 | $997K | 0.1% | 2026-Q1 |
| Waverly Advisors, LLC trimmed | 18,400 | $978K | 0.1% | 2026-Q1 |
| Ameritas Advisory Services, LLC added | 18,295 | $972K | 0.1% | 2026-Q1 |
| Creative Planning trimmed | 18,248 | $970K | 0.1% | 2026-Q1 |
| swisspartners Advisors Ltd | 17,355 | $917K | 0.1% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 16,338 | $868K | 0.1% | 2026-Q1 |
| Squarepoint Ops LLC added | 16,275 | $865K | 0.1% | 2026-Q1 |
| TCTC Holdings, LLC trimmed | 16,200 | $861K | 0.1% | 2026-Q1 |
| Csenge Advisory Group added | 15,926 | $846K | 0.1% | 2026-Q1 |
| Daiwa Securities Group Inc. added | 15,079 | $801K | 0.1% | 2026-Q1 |
| Israel Discount Bank of New York trimmed | 14,493 | $770K | 0.0% | 2026-Q1 |
| KEYBANK NATIONAL ASSOCIATION/OH | 14,468 | $769K | 0.0% | 2026-Q1 |
| MassMutual Private Wealth & Trust, FSB trimmed | 14,200 | $755K | 0.0% | 2026-Q1 |
| Next Level Private LLC | 13,554 | $720K | 0.0% | 2026-Q1 |
| Orion Porfolio Solutions, LLC added | 13,213 | $702K | 0.0% | 2026-Q1 |
| Invesco Ltd. trimmed | 13,158 | $699K | 0.0% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 12,904 | $691K | 0.0% | 2026-Q1 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 12,730 | $676K | 0.0% | 2026-Q1 |
| BLAIR WILLIAM & CO/IL added | 11,379 | $605K | 0.0% | 2026-Q1 |
| INSIGNEO ADVISORY SERVICES, LLC added | 10,681 | $568K | 0.0% | 2026-Q1 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 10,414 | $553K | 0.0% | 2026-Q1 |
| FIFTH THIRD BANCORP added | 10,103 | $537K | 0.0% | 2026-Q1 |
| BESSEMER GROUP INC added | 10,013 | $532K | 0.0% | 2026-Q1 |
| KESTRA PRIVATE WEALTH SERVICES, LLC new | 9,817 | $522K | 0.0% | 2026-Q1 |
| Curat Global, LLC | 9,368 | $498K | 0.0% | 2026-Q1 |
| FIRST HORIZON CORP | 9,285 | $493K | 0.0% | 2026-Q1 |
| Quantinno Capital Management LP added | 9,270 | $493K | 0.0% | 2026-Q1 |
| BRANDYWINE OAK PRIVATE WEALTH LLC | 9,158 | $487K | 0.0% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 9,068 | $482K | 0.0% | 2026-Q1 |
| Brooklyn Investment Group added | 8,883 | $472K | 0.0% | 2026-Q1 |
| Money Design Co.,Ltd. added | 390,665 | $17M | 1.1% | 2025-Q1 stale |
| PRUDENTIAL PLC added | 293,500 | $14M | 0.9% | 2025-Q2 stale |
| OLD MISSION CAPITAL LLC added | 232,355 | $12M | 0.8% | 2025-Q3 stale |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE added | 72,666 | $4M | 0.2% | 2025-Q3 stale |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main new | 84,878 | $4M | 0.2% | 2025-Q1 stale |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 27,000 | $1M | 0.1% | 2025-Q3 stale |
| MONECO ADVISORS, LLC added | 26,187 | $1M | 0.1% | 2025-Q4 stale |
| Thrivent Financial for Lutherans | 22,393 | $1M | 0.1% | 2025-Q1 stale |
| NAVELLIER & ASSOCIATES INC trimmed | 16,517 | $834K | 0.1% | 2025-Q4 stale |
| Engineers Gate Manager LP added | 15,223 | $768K | 0.0% | 2025-Q4 stale |
| SageView Advisory Group, LLC new | 12,405 | $626K | 0.0% | 2025-Q4 stale |
| VEGA INVESTMENT SOLUTIONS | 12,362 | $610K | 0.0% | 2025-Q2 stale |
| HIGHLAND CAPITAL MANAGEMENT, LLC | 11,468 | $579K | 0.0% | 2025-Q4 stale |
| COMERICA BANK added | 9,421 | $475K | 0.0% | 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.