Who owns EPS
Which tracked institutional funds hold EPS, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See EPS 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
The tracked-fund tape on EPS is one-sided between 2026-Q1 and 2026-Q2: 59 added or opened and 13 trimmed or exited — on balance accumulating.
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
EPS’s largest tracked holder by dollar value, Fiduciary Trust Co, sizes it at 1.5% of its own reported 13F book, while the median holder sizes it at 0.0% 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 EPS 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 168 tracked filers holding EPS, 78 increased or opened the position and 64 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 EPS 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
- Financial Gravity Companies, Inc.$24M
- Global Retirement Partners, LLC$2M
- TWO SIGMA INVESTMENTS, LP$2M
- Wealthspire Advisors, LLC$1M
- Savvy Advisors, Inc.$1M
Full exits 9
- CWM, LLC$32M
- Financial Gravity Asset Management, Inc.$20M
- WIN ADVISORS, INC$9M
- Betterment LLC$3M
- KMG FIDUCIARY PARTNERS, LLC$2M
- GM Advisory Group, LLC$1M
Largest adds
- INTEGRITY ALLIANCE, LLC.$26M
- LPL Financial LLC$24M
- FLAGSHIP WEALTH ADVISORS, LLC$13M
- Fiduciary Trust Co$12M
- MORGAN STANLEY$12M
- Kestra Advisory Services, LLC$11M
Largest trims
- Lido Advisors, LLC$54M
- Systelligence, LLC$7M
- AMERIPRISE FINANCIAL INC$2M
- OSAIC HOLDINGS, INC.$756K
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 |
|---|---|---|---|---|
| Fiduciary Trust Co trimmed | 1,778,576 | $138M | 14.2% | 2026-Q2 |
| LPL Financial LLC added | 1,638,719 | $127M | 13.1% | 2026-Q2 |
| MORGAN STANLEY added | 928,869 | $72M | 7.4% | 2026-Q2 |
| Garrett Wealth Advisory Group, LLC added | 752,712 | $59M | 6.0% | 2026-Q2 |
| Cetera Investment Advisers added | 687,129 | $53M | 5.5% | 2026-Q2 |
| Private Advisor Group, LLC trimmed | 664,596 | $52M | 5.3% | 2026-Q2 |
| INTEGRITY ALLIANCE, LLC. added | 562,910 | $44M | 4.5% | 2026-Q2 |
| WealthPlan Investment Management, LLC added | 516,386 | $40M | 4.1% | 2026-Q2 |
| Team Financial Group, LLC added | 457,411 | $36M | 3.6% | 2026-Q2 |
| Kestra Advisory Services, LLC added | 382,217 | $30M | 3.0% | 2026-Q2 |
| Financial Gravity Companies, Inc. added | 304,306 | $24M | 2.4% | 2026-Q2 |
| IEQ CAPITAL, LLC | 265,154 | $21M | 2.1% | 2026-Q2 |
| FLAGSHIP WEALTH ADVISORS, LLC added | 233,980 | $18M | 1.9% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 198,886 | $15M | 1.6% | 2026-Q2 |
| Stenger Family Office, LLC trimmed | 184,220 | $14M | 1.5% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 175,418 | $14M | 1.4% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 172,483 | $13M | 1.4% | 2026-Q2 |
| Focus Partners Wealth trimmed | 141,071 | $11M | 1.1% | 2026-Q2 |
| Maia Wealth LLC added | 119,691 | $9M | 1.0% | 2026-Q2 |
| EASTERN BANK added | 117,104 | $9M | 0.9% | 2026-Q2 |
| Ameritas Advisory Services, LLC added | 107,375 | $8M | 0.9% | 2026-Q2 |
| Marietta Wealth Management, LLC trimmed | 99,476 | $8M | 0.8% | 2026-Q2 |
| UBS Group AG added | 90,272 | $7M | 0.7% | 2026-Q2 |
| Creative Planning trimmed | 88,954 | $7M | 0.7% | 2026-Q2 |
| VISTA INVESTMENT MANAGEMENT added | 85,033 | $7M | 0.7% | 2026-Q2 |
| NewSquare Capital LLC added | 81,624 | $6M | 0.7% | 2026-Q2 |
| TopTier Wealth Management, LLC added | 80,257 | $6M | 0.6% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. added | 78,304 | $6M | 0.6% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 75,686 | $6M | 0.6% | 2026-Q2 |
| WealthPLAN Partners, LLC added | 75,492 | $6M | 0.6% | 2026-Q2 |
| CITIGROUP INC added | 74,209 | $6M | 0.6% | 2026-Q2 |
| TOWLE & CO added | 61,916 | $5M | 0.5% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 60,129 | $5M | 0.5% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 52,053 | $4M | 0.4% | 2026-Q2 |
| Prime Capital Investment Advisors, LLC trimmed | 50,479 | $4M | 0.4% | 2026-Q2 |
| Integrity Advisory Solutions, LLC added | 47,995 | $4M | 0.4% | 2026-Q2 |
| LOWE BROCKENBROUGH & CO INC | 46,252 | $4M | 0.4% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 44,167 | $3M | 0.4% | 2026-Q2 |
| AssuredPartners Investment Advisors, LLC trimmed | 43,057 | $3M | 0.3% | 2026-Q2 |
| WealthPoint Financial, LLC added | 38,025 | $3M | 0.3% | 2026-Q2 |
| BEACON FINANCIAL GROUP trimmed | 37,449 | $3M | 0.3% | 2026-Q2 |
| Systelligence, LLC trimmed | 36,233 | $3M | 0.3% | 2026-Q2 |
| Pine Valley Investments Ltd Liability Co added | 36,128 | $3M | 0.3% | 2026-Q2 |
| ROCKLAND TRUST CO trimmed | 35,556 | $3M | 0.3% | 2026-Q2 |
| LongView Wealth Management added | 35,350 | $3M | 0.3% | 2026-Q2 |
| Modera Wealth Management, LLC | 34,935 | $3M | 0.3% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 31,121 | $2M | 0.2% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 27,701 | $2M | 0.2% | 2026-Q2 |
| Chicago Partners Investment Group LLC added | 26,434 | $2M | 0.2% | 2026-Q2 |
| DAYMARK WEALTH PARTNERS, LLC added | 24,025 | $2M | 0.2% | 2026-Q2 |
| Global Retirement Partners, LLC added | 23,401 | $2M | 0.2% | 2026-Q2 |
| Advisory Alpha, LLC trimmed | 22,500 | $2M | 0.2% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP trimmed | 21,500 | $2M | 0.2% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 21,418 | $2M | 0.2% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 21,044 | $2M | 0.2% | 2026-Q2 |
| OSAIC HOLDINGS, INC. trimmed | 20,839 | $2M | 0.2% | 2026-Q2 |
| FMR LLC added | 19,928 | $2M | 0.2% | 2026-Q2 |
| Wealthspire Advisors, LLC new | 17,778 | $1M | 0.1% | 2026-Q2 |
| UPTICK PARTNERS, LLC added | 16,644 | $1M | 0.1% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added | 16,560 | $1M | 0.1% | 2026-Q2 |
| BlackRock, Inc. trimmed | 13,961 | $1M | 0.1% | 2026-Q2 |
| Beacon Financial Advisory LLC trimmed | 13,946 | $1M | 0.1% | 2026-Q2 |
| Mariner, LLC added | 13,608 | $1M | 0.1% | 2026-Q2 |
| Herold Advisors, Inc. trimmed | 13,470 | $1M | 0.1% | 2026-Q2 |
| Savvy Advisors, Inc. new | 13,064 | $1M | 0.1% | 2026-Q2 |
| Arkadios Wealth Advisors added | 12,245 | $953K | 0.1% | 2026-Q2 |
| Atria Investments, Inc added | 12,194 | $949K | 0.1% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC trimmed | 12,052 | $938K | 0.1% | 2026-Q2 |
| Summit Financial, LLC trimmed | 12,024 | $935K | 0.1% | 2026-Q2 |
| Triad Wealth Partners, LLC trimmed | 11,159 | $890K | 0.1% | 2026-Q2 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC added | 11,149 | $867K | 0.1% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC added | 10,231 | $796K | 0.1% | 2026-Q2 |
| Essential Planning, LLC. trimmed | 10,012 | $779K | 0.1% | 2026-Q2 |
| Family Capital Management, Inc. | 10,000 | $778K | 0.1% | 2026-Q2 |
| Quartz Partners, LLC added | 9,558 | $744K | 0.1% | 2026-Q2 |
| VERUS CAPITAL PARTNERS, LLC added | 9,418 | $733K | 0.1% | 2026-Q2 |
| Seek First Inc. added | 8,801 | $685K | 0.1% | 2026-Q2 |
| Melone Private Wealth, LLC trimmed | 8,639 | $672K | 0.1% | 2026-Q2 |
| Cornerstone Wealth Management, LLC trimmed | 8,638 | $672K | 0.1% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC | 8,637 | $672K | 0.1% | 2026-Q2 |
| PARSONS CAPITAL MANAGEMENT INC/RI trimmed | 8,614 | $670K | 0.1% | 2026-Q2 |
| Institute for Wealth Management, LLC. | 8,575 | $667K | 0.1% | 2026-Q2 |
| Concurrent Investment Advisors, LLC trimmed | 8,472 | $659K | 0.1% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 8,249 | $642K | 0.1% | 2026-Q2 |
| Berger Financial Group, Inc | 8,136 | $633K | 0.1% | 2026-Q2 |
| Bouchey Financial Group, Ltd. | 7,815 | $608K | 0.1% | 2026-Q2 |
| Brand Asset Management Group, Inc. trimmed | 7,802 | $607K | 0.1% | 2026-Q2 |
| E&G Advisors, LLC added | 7,630 | $594K | 0.1% | 2026-Q2 |
| Lido Advisors, LLC trimmed | 7,388 | $575K | 0.1% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 7,232 | $563K | 0.1% | 2026-Q2 |
| Integrated Wealth Concepts LLC added | 7,014 | $546K | 0.1% | 2026-Q2 |
| Investment Partners Asset Management, Inc. added | 6,717 | $523K | 0.1% | 2026-Q2 |
| Redwood Financial Network Corp | 6,689 | $520K | 0.1% | 2026-Q2 |
| United Advisor Group, LLC added | 6,659 | $518K | 0.1% | 2026-Q2 |
| Kelman-Lazarov, Inc. | 6,495 | $505K | 0.1% | 2026-Q2 |
| Capital Group Private Client Services, Inc. added | 6,433 | $500K | 0.1% | 2026-Q2 |
| Tower Research Capital LLC (TRC) added | 6,354 | $494K | 0.1% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV added | 6,299 | $490K | 0.1% | 2026-Q2 |
| SWMG, LLC trimmed | 6,235 | $491K | 0.1% | 2026-Q2 |
| Belpointe Asset Management LLC added | 6,098 | $474K | 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.