Who owns EPS (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-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 EPS while 37 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
EPS’s largest tracked holder by dollar value, Fiduciary Trust Co, sizes it at 1.6% of its own reported 13F book, while the median holder sizes it at 0.1% 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 2025-Q4 and 2026-Q1, across 170 tracked filers holding EPS, 73 increased or opened the position and 81 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 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 5
- Stenger Family Office, LLC$13M
- TOWLE & CO$3M
- DAYMARK WEALTH PARTNERS, LLC$2M
- UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$1M
- AQR CAPITAL MANAGEMENT LLC$588K
Full exits 9
- FLAGSHIP WEALTH ADVISORS, LLC$14M
- RETIREMENT FINANCIAL SOLUTIONS, LLC$6M
- Per Stirling Capital Management, LLC.$5M
- JANE STREET GROUP, LLC$2M
- Pine Valley Investments Ltd Liability Co$2M
- Hershey Financial Advisers, LLC$2M
Largest adds
- WealthPlan Investment Management, LLC$15M
- NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$13M
- WealthPLAN Partners, LLC$2M
- Cetera Investment Advisers$2M
- Kestra Advisory Services, LLC$2M
- LPL Financial LLC$2M
Largest trims
- Fiduciary Trust Co$8M
- Garrett Wealth Advisory Group, LLC$7M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$6M
- Systelligence, LLC$5M
- MORGAN STANLEY$3M
- Lido Advisors, LLC$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 |
|---|---|---|---|---|
| Fiduciary Trust Co trimmed | 1,859,134 | $127M | 13.1% | 2026-Q1 |
| LPL Financial LLC added | 1,512,378 | $103M | 10.7% | 2026-Q1 |
| MORGAN STANLEY trimmed | 889,676 | $61M | 6.3% | 2026-Q1 |
| Lido Advisors, LLC trimmed | 798,789 | $54M | 5.6% | 2026-Q1 |
| Garrett Wealth Advisory Group, LLC trimmed | 750,033 | $51M | 5.3% | 2026-Q1 |
| Private Advisor Group, LLC added | 693,592 | $47M | 4.9% | 2026-Q1 |
| Cetera Investment Advisers added | 660,022 | $45M | 4.7% | 2026-Q1 |
| CWM, LLC added | 465,565 | $32M | 3.3% | 2026-Q1 |
| WealthPlan Investment Management, LLC added | 459,137 | $31M | 3.2% | 2026-Q1 |
| Team Financial Group, LLC added | 450,773 | $31M | 3.2% | 2026-Q1 |
| Financial Gravity Asset Management, Inc. added | 286,548 | $20M | 2.0% | 2026-Q1 |
| Kestra Advisory Services, LLC added | 281,211 | $19M | 2.0% | 2026-Q1 |
| IEQ CAPITAL, LLC | 265,154 | $18M | 1.9% | 2026-Q1 |
| INTEGRITY ALLIANCE, LLC. added | 262,448 | $18M | 1.9% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 196,817 | $13M | 1.4% | 2026-Q1 |
| Stenger Family Office, LLC added | 191,968 | $13M | 1.4% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 191,360 | $13M | 1.4% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 167,727 | $11M | 1.2% | 2026-Q1 |
| Systelligence, LLC trimmed | 143,482 | $10M | 1.0% | 2026-Q1 |
| Focus Partners Wealth added | 141,423 | $10M | 1.0% | 2026-Q1 |
| WIN ADVISORS, INC trimmed | 128,568 | $9M | 0.9% | 2026-Q1 |
| EASTERN BANK | 110,134 | $8M | 0.8% | 2026-Q1 |
| Marietta Wealth Management, LLC added | 99,590 | $7M | 0.7% | 2026-Q1 |
| Maia Wealth LLC added | 96,254 | $7M | 0.7% | 2026-Q1 |
| Creative Planning trimmed | 89,769 | $6M | 0.6% | 2026-Q1 |
| UBS Group AG added | 87,360 | $6M | 0.6% | 2026-Q1 |
| VISTA INVESTMENT MANAGEMENT trimmed | 84,680 | $6M | 0.6% | 2026-Q1 |
| TopTier Wealth Management, LLC trimmed | 80,166 | $5M | 0.6% | 2026-Q1 |
| NewSquare Capital LLC added | 79,356 | $5M | 0.6% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN trimmed | 77,584 | $5M | 0.5% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. added | 75,680 | $5M | 0.5% | 2026-Q1 |
| CITIGROUP INC added | 71,847 | $5M | 0.5% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 64,730 | $4M | 0.5% | 2026-Q1 |
| Prime Capital Investment Advisors, LLC trimmed | 50,898 | $3M | 0.4% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 50,379 | $3M | 0.3% | 2026-Q1 |
| Betterment LLC trimmed | 46,461 | $3M | 0.3% | 2026-Q1 |
| LOWE BROCKENBROUGH & CO INC | 46,252 | $3M | 0.3% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 44,005 | $3M | 0.3% | 2026-Q1 |
| AssuredPartners Investment Advisors, LLC trimmed | 43,184 | $3M | 0.3% | 2026-Q1 |
| WealthPLAN Partners, LLC added | 41,932 | $3M | 0.3% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 40,304 | $3M | 0.3% | 2026-Q1 |
| TOWLE & CO new | 38,806 | $3M | 0.3% | 2026-Q1 |
| BEACON FINANCIAL GROUP trimmed | 37,958 | $3M | 0.3% | 2026-Q1 |
| WealthPoint Financial, LLC | 34,691 | $2M | 0.3% | 2026-Q1 |
| ROCKLAND TRUST CO trimmed | 35,608 | $2M | 0.3% | 2026-Q1 |
| LongView Wealth Management added | 32,818 | $2M | 0.2% | 2026-Q1 |
| Modera Wealth Management, LLC trimmed | 34,935 | $2M | 0.2% | 2026-Q1 |
| OSAIC HOLDINGS, INC. trimmed | 34,905 | $2M | 0.2% | 2026-Q1 |
| Chicago Partners Investment Group LLC trimmed | 25,209 | $2M | 0.2% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 26,128 | $2M | 0.2% | 2026-Q1 |
| KMG FIDUCIARY PARTNERS, LLC trimmed | 25,179 | $2M | 0.2% | 2026-Q1 |
| Advisory Alpha, LLC trimmed | 23,606 | $2M | 0.2% | 2026-Q1 |
| DAYMARK WEALTH PARTNERS, LLC new | 23,399 | $2M | 0.2% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 21,670 | $1M | 0.2% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC new | 21,044 | $1M | 0.1% | 2026-Q1 |
| FMR LLC trimmed | 18,990 | $1M | 0.1% | 2026-Q1 |
| GM Advisory Group, LLC added | 17,700 | $1M | 0.1% | 2026-Q1 |
| Ameritas Advisory Services, LLC trimmed | 16,890 | $1M | 0.1% | 2026-Q1 |
| UPTICK PARTNERS, LLC added | 15,124 | $1M | 0.1% | 2026-Q1 |
| Herold Advisors, Inc. trimmed | 14,470 | $986K | 0.1% | 2026-Q1 |
| Beacon Financial Advisory LLC trimmed | 14,388 | $980K | 0.1% | 2026-Q1 |
| Integrity Advisory Solutions, LLC added | 14,345 | $977K | 0.1% | 2026-Q1 |
| BlackRock, Inc. | 14,123 | $962K | 0.1% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 14,060 | $958K | 0.1% | 2026-Q1 |
| Summit Financial, LLC trimmed | 13,355 | $910K | 0.1% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC trimmed | 12,129 | $826K | 0.1% | 2026-Q1 |
| CENTAURUS FINANCIAL, INC. trimmed | 12,051 | $821K | 0.1% | 2026-Q1 |
| Arkadios Wealth Advisors trimmed | 12,037 | $820K | 0.1% | 2026-Q1 |
| Atria Investments, Inc trimmed | 11,642 | $793K | 0.1% | 2026-Q1 |
| Triad Wealth Partners, LLC trimmed | 11,268 | $767K | 0.1% | 2026-Q1 |
| Concurrent Investment Advisors, LLC trimmed | 11,036 | $752K | 0.1% | 2026-Q1 |
| Mariner, LLC added | 10,948 | $746K | 0.1% | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 10,660 | $732K | 0.1% | 2026-Q1 |
| Essential Planning, LLC. added | 10,425 | $710K | 0.1% | 2026-Q1 |
| Family Capital Management, Inc. | 10,000 | $681K | 0.1% | 2026-Q1 |
| Quartz Partners, LLC trimmed | 9,245 | $630K | 0.1% | 2026-Q1 |
| PARSONS CAPITAL MANAGEMENT INC/RI trimmed | 8,958 | $610K | 0.1% | 2026-Q1 |
| Parkside Financial Bank & Trust | 8,816 | $600K | 0.1% | 2026-Q1 |
| VERUS CAPITAL PARTNERS, LLC added | 8,812 | $600K | 0.1% | 2026-Q1 |
| Seek First Inc. trimmed | 8,775 | $598K | 0.1% | 2026-Q1 |
| Financial Gravity Companies, Inc. added | 277,453 | $18M | 1.8% | 2025-Q2 stale |
| FLAGSHIP WEALTH ADVISORS, LLC added | 196,919 | $14M | 1.4% | 2025-Q4 stale |
| Kovitz Investment Group Partners, LLC added | 139,506 | $10M | 1.0% | 2025-Q3 stale |
| AVANTAX ADVISORY SERVICES, INC. trimmed | 103,286 | $7M | 0.7% | 2025-Q2 stale |
| RETIREMENT FINANCIAL SOLUTIONS, LLC added | 81,652 | $6M | 0.6% | 2025-Q4 stale |
| Moloney Securities Asset Management, LLC added | 79,371 | $5M | 0.6% | 2025-Q3 stale |
| TWO SIGMA INVESTMENTS, LP added | 74,500 | $5M | 0.5% | 2025-Q3 stale |
| Per Stirling Capital Management, LLC. trimmed | 71,654 | $5M | 0.5% | 2025-Q4 stale |
| JANE STREET GROUP, LLC added | 31,102 | $2M | 0.2% | 2025-Q4 stale |
| Pine Valley Investments Ltd Liability Co added | 27,967 | $2M | 0.2% | 2025-Q4 stale |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors trimmed | 28,020 | $2M | 0.2% | 2025-Q2 stale |
| Hershey Financial Advisers, LLC trimmed | 23,882 | $2M | 0.2% | 2025-Q4 stale |
| Global Retirement Partners, LLC trimmed | 20,879 | $1M | 0.2% | 2025-Q4 stale |
| SEVEN MILE ADVISORY added | 19,241 | $1M | 0.1% | 2025-Q4 stale |
| Patriot Financial Group Insurance Agency, LLC trimmed | 17,066 | $1M | 0.1% | 2025-Q2 stale |
| Equitable Holdings, Inc. trimmed | 14,333 | $917K | 0.1% | 2025-Q2 stale |
| Perennial Investment Advisors, LLC added | 14,066 | $834K | 0.1% | 2025-Q1 stale |
| ORG Partners LLC trimmed | 10,022 | $691K | 0.1% | 2025-Q3 stale |
| Rathbones Group PLC trimmed | 8,987 | $637K | 0.1% | 2025-Q4 stale |
| Mach-1 Financial Group, LLC new | 8,721 | $601K | 0.1% | 2025-Q3 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.