40 tracked 13F filers disclose a position in EP as of the latest SEC 13F filings, a combined $9.1M 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 | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $2.7M | 907K | ▲+1.6% Added · +14K sh | Q1 2026 | |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | $1.7M | 575K | →First observed position No prior filed position | Q1 2026 | |
| 3 | GEODE CAPITAL MANAGEMENT, LLC | $1.3M | 428K | ▲+7.8% Added · +31K sh | Q1 2026 | |
| 4 | STATE STREET CORP | $630K | 213K | ▲+13% Added · +24K sh | Q1 2026 | |
| 5 | NORTHERN TRUST CORP | $390K | 132K | ▲+4.9% Added · +6K sh | Q1 2026 | |
| 6 | &PARTNERS | $328K | 111K | —Held | Q1 2026 | |
| 7 | VANGUARD FIDUCIARY TRUST CO | $320K | 108K | →First observed position No prior filed position | Q1 2026 | |
| 8 | VANGUARD PORTFOLIO MANAGEMENT LLC | $274K | 93K | →First observed position No prior filed position | Q1 2026 | |
| 9 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $151K | 57K | —Held | Q2 2026 | |
| 10 | Verdence Capital Advisors LLC | $159K | 54K | —Held | Q1 2026 | |
| 11 | Bank of New York Mellon Corp | $134K | 45K | ▼−1.0% Reduced · −462 sh | Q1 2026 | |
| 12 | GOLDMAN SACHS GROUP INC | $129K | 44K | ▲+44% Added · +13K sh | Q1 2026 | |
| 13 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $126K | 43K | ▲+52% Added · +15K sh | Q1 2026 | |
| 14 | Cetera Investment Advisers | $115K | 39K | —Held | Q1 2026 | |
| 15 | Nuveen, LLC | $113K | 38K | ▲+0.9% Added · +334 sh | Q1 2026 | |
| 16 | DEUTSCHE BANK AG\ | $97K | 33K | ▲+20% Added · +6K sh | Q1 2026 | |
| 17 | UBS Group AG | $57K | 19K | ▲+149% Added · +12K sh | Q1 2026 | |
| 18 | BANK OF AMERICA CORP /DE/ | $50K | 17K | ▲+2.2% Added · +370 sh | Q1 2026 | |
| 19 | RHUMBLINE ADVISERS | $50K | 17K | ▲+1.0% Added · +168 sh | Q1 2026 | |
| 20 | STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $46K | 16K | —Held | Q1 2026 | |
| 21 | DIMENSIONAL FUND ADVISORS LP | $45K | 15K | ▲+4.9% Added · +706 sh | Q1 2026 | |
| 22 | CITADEL ADVISORS LLC | $41K | 14K | ▼−68% Reduced · −29K sh | Q1 2026 | |
| 23 | MORGAN STANLEY | $38K | 13K | ▼−63% Reduced · −22K sh | Q1 2026 | |
| 24 | Vanguard Global Advisers, LLC | $32K | 11K | →First observed position No prior filed position | Q1 2026 | |
| 25 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $23K | 8K | ▲+12% Added · +824 sh | Q1 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, 1 fund opened a new position in EP and 2 added to an existing one, while 2 reduced and 0 exited entirely — 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 | Combined value |
|---|---|---|
| NVIDIA CORPNVDA | 10 funds | $10.1B |
| APPLE INCAAPL | 10 funds | $7.8B |
| MICROSOFT CORPMSFT | 10 funds | $6.6B |
| AMAZON.COM INCAMZN | 10 funds | $5.6B |
| ALPHABET INC-CL AGOOGL | 10 funds | $4.4B |
| BROADCOM INCAVGO | 10 funds | $3.5B |
| META PLATFORMS INC-CLASS AMETA | 10 funds | $3.5B |
| ALPHABET INC-CL CGOOG | 10 funds | $3.1B |
| JPMORGAN CHASE & COJPM | 10 funds | $2.8B |
| TESLA INCTSLA | 10 funds | $2.4B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 10 funds | $2.3B |
| MICRON TECHNOLOGY INCMU | 10 funds | $2.2B |
Ranked by how many of EP's institutional holders also hold each name, a cross-fund conviction signal.
| 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) | 5K | $15K |
| Dec 31, 2025 | Mulacek Phil E | Director, 10% Owner | Buy (P) | 732 | $2K |
| 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 |
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.