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-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
19 tracked funds added or opened EPP while 20 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
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 2026-Q1 and 2026-Q2, across 188 tracked filers holding EPP, 79 increased or opened the position and 85 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 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
- AQR CAPITAL MANAGEMENT LLC$1M
- Financial Management Professionals, Inc.$933K
- MERCER GLOBAL ADVISORS INC /ADV$896K
- Global Retirement Partners, LLC$806K
- NAVELLIER & ASSOCIATES INC$695K
Full exits 7
- Amundi$10M
- PARK AVENUE SECURITIES LLC$2M
- FLOW TRADERS U.S. LLC$1M
- AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP$1M
- Ameritas Advisory Services, LLC$972K
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$553K
Largest adds
- ROYAL BANK OF CANADA$50M
- GOLDMAN SACHS GROUP INC$3M
- SYON CAPITAL LLC$2M
- Ascent Group, LLC$1M
- Cetera Investment Advisers$1M
- JPMORGAN CHASE & CO$915K
Largest trims
- CITADEL ADVISORS LLC$14M
- Banco Santander, S.A.$5M
- Checchi Capital Advisers, LLC$4M
- JANE STREET GROUP, LLC$2M
- Hilltop Holdings Inc.$2M
- LPL Financial LLC$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 |
|---|---|---|---|---|
| JPMORGAN CHASE & CO trimmed | 7,408,686 | $395M | 25.8% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 4,585,744 | $244M | 15.9% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 3,927,029 | $209M | 13.7% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 3,625,901 | $193M | 12.6% | 2026-Q2 |
| BlackRock, Inc. added | 1,992,871 | $106M | 6.9% | 2026-Q2 |
| Asset Management One Co., Ltd. trimmed | 1,515,819 | $81M | 5.3% | 2026-Q2 |
| MORGAN STANLEY added | 1,441,976 | $77M | 5.0% | 2026-Q2 |
| UBS Group AG trimmed | 557,398 | $30M | 1.9% | 2026-Q2 |
| DEUTSCHE BANK AG\ trimmed | 316,210 | $17M | 1.1% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 201,906 | $11M | 0.7% | 2026-Q2 |
| SYON CAPITAL LLC added | 189,423 | $10M | 0.7% | 2026-Q2 |
| PNC Financial Services Group, Inc. trimmed | 155,903 | $8M | 0.5% | 2026-Q2 |
| Rathbones Group PLC added | 134,429 | $7M | 0.5% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 131,437 | $7M | 0.5% | 2026-Q2 |
| Banco Santander, S.A. trimmed | 130,224 | $7M | 0.5% | 2026-Q2 |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP added | 122,547 | $7M | 0.4% | 2026-Q2 |
| NorthCoast Asset Management LLC trimmed | 113,259 | $6M | 0.4% | 2026-Q2 |
| CITIGROUP INC added | 111,553 | $6M | 0.4% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 110,562 | $6M | 0.4% | 2026-Q2 |
| Cetera Investment Advisers added | 107,404 | $6M | 0.4% | 2026-Q2 |
| Ascent Group, LLC added | 86,728 | $5M | 0.3% | 2026-Q2 |
| BTG Pactual Asset Management US LLC added | 80,452 | $4M | 0.3% | 2026-Q2 |
| LMCG INVESTMENTS, LLC trimmed | 74,234 | $4M | 0.3% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 70,878 | $4M | 0.2% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 70,845 | $4M | 0.2% | 2026-Q2 |
| HSBC HOLDINGS PLC trimmed | 65,884 | $4M | 0.2% | 2026-Q2 |
| Cordoba Advisory Partners LLC added | 64,474 | $3M | 0.2% | 2026-Q2 |
| Sanctuary Advisors, LLC trimmed | 56,452 | $3M | 0.2% | 2026-Q2 |
| Stelac Advisory Services LLC added | 52,151 | $3M | 0.2% | 2026-Q2 |
| Synergy Asset Management, LLC added | 51,271 | $3M | 0.2% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC added | 49,586 | $3M | 0.2% | 2026-Q2 |
| LPL Financial LLC trimmed | 48,783 | $3M | 0.2% | 2026-Q2 |
| Sharper & Granite LLC trimmed | 46,409 | $2M | 0.2% | 2026-Q2 |
| NLB Skladi, upravljanje premozenja, d.o.o. added | 39,291 | $2M | 0.1% | 2026-Q2 |
| TRUIST FINANCIAL CORP trimmed | 37,518 | $2M | 0.1% | 2026-Q2 |
| Corient Private Wealth LP trimmed | 35,863 | $2M | 0.1% | 2026-Q2 |
| Prosperity Consulting Group, LLC added | 34,565 | $2M | 0.1% | 2026-Q2 |
| Cerity Partners LLC added | 33,733 | $2M | 0.1% | 2026-Q2 |
| FIL Ltd added | 31,756 | $2M | 0.1% | 2026-Q2 |
| Robertson Stephens Wealth Management, LLC trimmed | 29,447 | $2M | 0.1% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC new | 28,135 | $1M | 0.1% | 2026-Q2 |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 27,298 | $1M | 0.1% | 2026-Q2 |
| Integris Wealth Management, LLC trimmed | 27,085 | $1M | 0.1% | 2026-Q2 |
| TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC added | 25,346 | $1M | 0.1% | 2026-Q2 |
| GFS Advisors, LLC | 25,000 | $1M | 0.1% | 2026-Q2 |
| SageView Advisory Group, LLC added | 24,242 | $1M | 0.1% | 2026-Q2 |
| Bank of New York Mellon Corp added | 23,839 | $1M | 0.1% | 2026-Q2 |
| Resolute Advisors LLC added | 21,915 | $1M | 0.1% | 2026-Q2 |
| Creative Planning added | 21,313 | $1M | 0.1% | 2026-Q2 |
| LEE DANNER & BASS INC | 21,025 | $1M | 0.1% | 2026-Q2 |
| Orion Porfolio Solutions, LLC added | 20,874 | $1M | 0.1% | 2026-Q2 |
| Karnit Road Accident Victims Compensation Fund added | 19,710 | $1M | 0.1% | 2026-Q2 |
| Financial Management Professionals, Inc. trimmed | 17,513 | $933K | 0.1% | 2026-Q2 |
| Csenge Advisory Group added | 17,488 | $931K | 0.1% | 2026-Q2 |
| swisspartners Advisors Ltd | 17,355 | $924K | 0.1% | 2026-Q2 |
| Waverly Advisors, LLC trimmed | 17,200 | $916K | 0.1% | 2026-Q2 |
| Israel Discount Bank of New York added | 16,897 | $900K | 0.1% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV added | 16,815 | $896K | 0.1% | 2026-Q2 |
| STIFEL FINANCIAL CORP added | 16,786 | $894K | 0.1% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 16,617 | $907K | 0.1% | 2026-Q2 |
| Daiwa Securities Group Inc. added | 15,871 | $845K | 0.1% | 2026-Q2 |
| Global Retirement Partners, LLC added | 15,135 | $806K | 0.1% | 2026-Q2 |
| TCTC Holdings, LLC trimmed | 15,000 | $799K | 0.1% | 2026-Q2 |
| Next Level Private LLC added | 13,673 | $728K | 0.0% | 2026-Q2 |
| Wealthspire Advisors, LLC added | 13,296 | $708K | 0.0% | 2026-Q2 |
| KEYBANK NATIONAL ASSOCIATION/OH trimmed | 13,233 | $705K | 0.0% | 2026-Q2 |
| Invesco Ltd. added | 13,195 | $703K | 0.0% | 2026-Q2 |
| NAVELLIER & ASSOCIATES INC trimmed | 13,051 | $695K | 0.0% | 2026-Q2 |
| MassMutual Private Wealth & Trust, FSB trimmed | 12,650 | $674K | 0.0% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 12,325 | $656K | 0.0% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 11,627 | $619K | 0.0% | 2026-Q2 |
| INSIGNEO ADVISORY SERVICES, LLC added | 11,382 | $606K | 0.0% | 2026-Q2 |
| BLAIR WILLIAM & CO/IL trimmed | 11,035 | $588K | 0.0% | 2026-Q2 |
| TWO SIGMA SECURITIES, LLC added | 11,016 | $587K | 0.0% | 2026-Q2 |
| Onyx Bridge Wealth Group LLC trimmed | 10,837 | $577K | 0.0% | 2026-Q2 |
| IFP Advisors, Inc added | 10,391 | $553K | 0.0% | 2026-Q2 |
| FIFTH THIRD BANCORP trimmed | 9,902 | $527K | 0.0% | 2026-Q2 |
| PRINCIPAL SECURITIES, INC. added | 9,613 | $512K | 0.0% | 2026-Q2 |
| FIRST HORIZON CORP | 9,285 | $495K | 0.0% | 2026-Q2 |
| Quantinno Capital Management LP | 9,270 | $494K | 0.0% | 2026-Q2 |
| Nuveen, LLC new | 9,241 | $492K | 0.0% | 2026-Q2 |
| JANE STREET GROUP, LLC trimmed | 9,229 | $492K | 0.0% | 2026-Q2 |
| BRANDYWINE OAK PRIVATE WEALTH LLC | 9,158 | $488K | 0.0% | 2026-Q2 |
| Checchi Capital Advisers, LLC trimmed | 9,121 | $486K | 0.0% | 2026-Q2 |
| BECKER CAPITAL MANAGEMENT INC | 8,554 | $456K | 0.0% | 2026-Q2 |
| MetLife Inc | 8,545 | $455K | 0.0% | 2026-Q2 |
| FMR LLC added | 8,497 | $453K | 0.0% | 2026-Q2 |
| Yoffe Investment Management, LLC | 8,163 | $435K | 0.0% | 2026-Q2 |
| COMPASS CAPITAL CORP /MA/ /ADV new | 8,011 | $461K | 0.0% | 2026-Q2 |
| COOPERMAN LEON G | 7,610 | $405K | 0.0% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 7,381 | $393K | 0.0% | 2026-Q2 |
| Merit Financial Group, LLC added | 7,332 | $390K | 0.0% | 2026-Q2 |
| Lido Advisors, LLC trimmed | 7,202 | $384K | 0.0% | 2026-Q2 |
| MONTAG A & ASSOCIATES INC | 6,900 | $367K | 0.0% | 2026-Q2 |
| PGIM Custom Harvest LLC added | 6,655 | $354K | 0.0% | 2026-Q2 |
| KESTRA PRIVATE WEALTH SERVICES, LLC trimmed | 6,600 | $352K | 0.0% | 2026-Q2 |
| Hilltop Holdings Inc. trimmed | 6,495 | $346K | 0.0% | 2026-Q2 |
| Private Advisor Group, LLC added | 6,404 | $341K | 0.0% | 2026-Q2 |
| NORTHERN TRUST CORP trimmed | 6,339 | $338K | 0.0% | 2026-Q2 |
| Curat Global, LLC trimmed | 6,173 | $499K | 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.