Among active 13F managers last quarter, 2 opened and 3 added, while 1 reduced; the largest holder to move was Citadel Advisors LLC (+377%). Over the last 180 days, 1 insider bought and none sold, a net +$20K in open-market trades.
Funds lean in and no leg opposes.
40 tracked 13F filers disclose a position in EP as of the latest SEC 13F filings, a combined $6.1M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| # | Fund | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard Capital Management LLC | 663K | $1.8M | ▲+15% Added · +87K sh | Q2 2026 | |
| 2 | Geode Capital Management, LLC | 238K | $639K | ▼−44% Reduced · −190K sh | Q2 2026 | |
| 3 | BlackRock, Inc. | 212K | $568K | ▼−77% Reduced · −696K sh | Q2 2026 | |
| 4 | Northern Trust Corp | 132K | $390K | ▲+4.9% Added · +6K sh | Q1 2026 | |
| 5 | Vanguard Fiduciary Trust Co | 125K | $334K | ▲+15% Added · +16K sh | Q2 2026 | |
| 6 | &Partners | 111K | $297K | —Held | Q2 2026 | |
| 7 | Citadel Advisors LLC | 66K | $178K | ▲+377% Added · +52K sh | Q2 2026 | |
| 8 | Wealth Enhancement Advisory Services, LLC | 57K | $151K | —Held | Q2 2026 | |
| 9 | Verdence Capital Advisors LLC | 54K | $159K | —Held | Q1 2026 | |
| 10 | State Street Corp | 54K | $144K | ▼−75% Reduced · −159K sh | Q2 2026 | |
| 11 | NewEdge Advisors, LLC | 51K | $137K | ▲Added Added · +51K sh | Q2 2026 | |
| 12 | Bank of New York Mellon Corp | 45K | $134K | ▼−1.0% Reduced · −462 sh | Q1 2026 | |
| 13 | Bridgeway Capital Management, LLC | 45K | $121K | ▲New +45K sh | Q2 2026 | |
| 14 | Goldman Sachs Group Inc | 44K | $129K | ▲+44% Added · +13K sh | Q1 2026 | |
| 15 | Charles Schwab Investment Management Inc | 43K | $126K | ▲+52% Added · +15K sh | Q1 2026 | |
| 16 | Cetera Investment Advisers | 39K | $115K | —Held | Q1 2026 | |
| 17 | Nuveen, LLC | 38K | $113K | ▲+0.9% Added · +334 sh | Q1 2026 | |
| 18 | Deutsche Bank AG | 33K | $97K | ▲+20% Added · +6K sh | Q1 2026 | |
| 19 | UBS Group AG | 19K | $57K | ▲+149% Added · +12K sh | Q1 2026 | |
| 20 | Bank Of America Corp | 17K | $50K | ▲+2.2% Added · +370 sh | Q1 2026 | |
| 21 | Rhumbline Advisers | 17K | $50K | ▲+1.0% Added · +168 sh | Q1 2026 | |
| 22 | Dimensional Fund Advisors LP | 15K | $45K | ▲+4.9% Added · +706 sh | Q1 2026 | |
| 23 | Point72 Asset Management, L.P. | 15K | $40K | ▲New +15K sh | Q2 2026 | |
| 24 | Morgan Stanley | 13K | $38K | ▼−63% Reduced · −22K sh | Q1 2026 | |
| 25 | Vanguard Global Advisers, LLC | 11K | $29K | —Held | Q2 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
Last quarter, 2 funds opened a new position in EP and 3 added to an existing one, while 1 reduced. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).
| Company | Co-held by | Their position there |
|---|---|---|
| Nvidia CorpNVDA | 5 funds | $32.9B |
| Apple IncAAPL | 5 funds | $25.4B |
| Microsoft CorpMSFT | 5 funds | $20.8B |
| Amazon.com IncAMZN | 5 funds | $15.9B |
| Broadcom IncAVGO | 5 funds | $13.8B |
| Alphabet Inc-CL AGOOGL | 5 funds | $11.7B |
| Alphabet Inc-CL CGOOG | 5 funds | $11.5B |
| Meta Platforms Inc-Class AMETA | 5 funds | $8.6B |
| Tesla IncTSLA | 5 funds | $6.7B |
| Eli Lilly & CoLLY | 5 funds | $5.9B |
| JPMorgan Chase & CoJPM | 5 funds | $5.9B |
| Mastercard Inc - AMA | 5 funds | $5.7B |
Ranked by how many of EP's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in EP.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| May 29, 2026 | Matschke Mason H. | Director | Buy (P) | 8K | $20K |
| Jan 2, 2026 | Mulacek Phil E | Director, 10% Owner | Buy (P) | 1K | $3K |
| Dec 31, 2025 | Mulacek Phil E | Director, 10% Owner | Buy (P) 2 lots, same day | 6K | $17K |
| Dec 30, 2025 | Mulacek Phil E | Director, 10% Owner | Buy (P) | 84 | $252 |
| Dec 29, 2025 | Mulacek Phil E | Director, 10% Owner | Buy (P) | 5K | $16K |
| Dec 2, 2025 | Mulacek Phil E | Director, 10% Owner | Buy (P) | 7K | $22K |
| Nov 28, 2025 | Mulacek Phil E | Director, 10% Owner | Buy (P) | 2K | $5K |
| Nov 26, 2025 | Mulacek Phil E | Director, 10% Owner | Buy (P) | 1K | $4K |
| Nov 18, 2025 | Marchive Benjamin J. II | Director | Buy (P) | 2K | $6K |
| Nov 5, 2025 | Morrisett Michael R. | President & CEO, Director | Sell (S) | 187K | $705K |
| Nov 5, 2025 | Mulacek Phil E | Director, 10% Owner | Buy (P) | 187K | $705K |
| Oct 22, 2025 | Mulacek Phil E | Director, 10% Owner | Buy (P) | 4K | $15K |
One row per insider, day and transaction code; shares and value are summed across the lots. Every lot is on the full insider page and in the filing.
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 20 | 11 | – |
Insiders Form 4 open-market | 1 | 0 | +$20K |
US House STOCK Act trades | 0 | 0 | $0 |
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
| Class | 13F holders | Value held |
|---|---|---|
| EPthis pageEquity | 40 funds | $6.1M |
| 292034204Stock | 3 funds | $51K |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
Connected entities for EP
This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/EP/capital-change-brief"
Use Arkolith's capital_change_brief for EP. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for EP. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.