Among active 13F managers last quarter, 10 opened and 29 added, while 18 reduced; the largest holder to move was Neuberger Berman Group LLC (+5.6%). Over the last 180 days, 2 insiders sold and none bought, a net -$201K in open-market trades.
The legs disagree, or only one of them leans.
234 tracked 13F filers disclose a position in EPAC as of the latest SEC 13F filings, a combined $1.6B 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 | BlackRock, Inc. | 8.3M | $298.3M | ▲+7.3% Added · +566K sh | Q2 2026 | |
| 2 | Neuberger Berman Group LLC | 4.4M | $162.3M | ▲+5.6% Added · +235K sh | Q1 2026 | |
| 3 | Kayne Anderson Rudnick Investment Management LLC | 3.0M | $108.7M | ▼−19% Reduced · −697K sh | Q2 2026 | |
| 4 | Vanguard Portfolio Management LLC | 3.0M | $107.6M | ▲+0.5% Added · +15K sh | Q2 2026 | |
| 5 | Vanguard Capital Management LLC | 2.3M | $83.0M | ▼−2.4% Reduced · −57K sh | Q2 2026 | |
| 6 | State Street Corp | 2.3M | $82.2M | ▲+4.7% Added · +103K sh | Q2 2026 | |
| 7 | Cooke & Bieler LP | 1.8M | $64.5M | ▲+12% Added · +192K sh | Q1 2026 | |
| 8 | Geode Capital Management, LLC | 1.3M | $47.0M | ▲+3.5% Added · +44K sh | Q2 2026 | |
| 9 | Dimensional Fund Advisors LP | 1.3M | $47.5M | ▼−3.3% Reduced · −44K sh | Q1 2026 | |
| 10 | Barrow Hanley Mewhinney & Strauss LLC | 954K | $34.8M | ▼−40% Reduced · −645K sh | Q1 2026 | |
| 11 | Brown Advisory Inc | 760K | $27.7M | ▼−12% Reduced · −104K sh | Q1 2026 | |
| 12 | Champlain Investment Partners, LLC | 719K | $25.8M | ▼−8.8% Reduced · −70K sh | Q2 2026 | |
| 13 | D. E. Shaw & Co., Inc. | 715K | $26.1M | ▲+29% Added · +162K sh | Q1 2026 | |
| 14 | Jennison Associates LLC | 680K | $24.8M | ▲+2.5% Added · +17K sh | Q1 2026 | |
| 15 | Charles Schwab Investment Management Inc | 602K | $21.9M | ▼−0.4% Reduced · −3K sh | Q1 2026 | |
| 16 | Northern Trust Corp | 534K | $19.5M | ▲+2.0% Added · +10K sh | Q1 2026 | |
| 17 | Citadel Advisors LLC | 492K | $17.6M | ▲+193% Added · +324K sh | Q2 2026 | |
| 18 | Morgan Stanley | 480K | $17.5M | ▼−18% Reduced · −107K sh | Q1 2026 | |
| 19 | Qube Research & Technologies Ltd | 406K | $14.8M | ▼−12% Reduced · −56K sh | Q1 2026 | |
| 20 | Vanguard Fiduciary Trust Co | 371K | $13.3M | ▲+0.8% Added · +3K sh | Q2 2026 | |
| 21 | Bank of New York Mellon Corp | 367K | $13.4M | ▼−27% Reduced · −137K sh | Q1 2026 | |
| 22 | Millennium Management LLC | 363K | $13.2M | ▲+186% Added · +236K sh | Q1 2026 | |
| 23 | Glenmede Trust Co Na | 326K | $11.7M | ▲17× Added · +306K sh | Q2 2026 | |
| 24 | Goldman Sachs Group Inc | 293K | $10.7M | ▲+6.2% Added · +17K sh | Q1 2026 | |
| 25 | Loomis Sayles & Co L P | 283K | $10.3M | ▲New +283K 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, 10 funds opened a new position in EPAC and 29 added to an existing one, while 18 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 |
|---|---|---|
| Microsoft CorpMSFT | 117 funds | $197.2B |
| Eli Lilly & CoLLY | 117 funds | $67.1B |
| JPMorgan Chase & CoJPM | 117 funds | $43.4B |
| Nvidia CorpNVDA | 116 funds | $315.7B |
| Amazon.com IncAMZN | 116 funds | $160.4B |
| Meta Platforms Inc-Class AMETA | 114 funds | $87.4B |
| Visa Inc-Class A SharesV | 114 funds | $49.2B |
| Cisco Systems IncCSCO | 114 funds | $22.4B |
| Oracle CorpORCL | 113 funds | $20.6B |
| Apple IncAAPL | 112 funds | $221.1B |
| Alphabet Inc-CL CGOOG | 112 funds | $104.7B |
| Lam Research CorpLRCX | 112 funds | $35.0B |
Ranked by how many of EPAC's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in EPAC.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jul 23, 2026 | Cunningham Danny L | Director | Sell (S) | 3K | $101K |
| Jul 23, 2026 | Ferland E James Jr | Director | Sell (S) | 3K | $101K |
| Oct 16, 2025 | Sternlieb Paul | President and CEO, Director | Sell (S) | 3K | $119K |
| Aug 12, 2025 | Ferland E James Jr | Director | Sell (S) | 4K | $173K |
| Oct 22, 2024 | Ferland E James Jr | Director | Sell (S) | 2K | $86K |
| Jul 10, 2024 | Ferland E James Jr | Director | Sell (S) | 2K | $73K |
| Sep 28, 2022 | Limberger Markus | EVP, Operations | Sell (S) | 3K | $49K |
| Sep 21, 2022 | Limberger Markus | EVP, Operations | Buy (P) | 3K | $53K |
| Mar 29, 2022 | Dillon Ricky T | EVP-Chief Financial Officer | Sell (S) | 9K | $201K |
| Feb 8, 2022 | Ferland E James Jr | Director | Sell (S) | 738 | $13K |
| Oct 26, 2021 | Holder Richard D | Director | Buy (P) 2 lots, same day | 2K | $41K |
| Oct 26, 2021 | Ferland E James Jr | Director | Buy (P) | 2K | $41K |
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 | 53 | 36 | – |
Insiders Form 4 open-market | 0 | 2 | -$201K |
US House STOCK Act trades | 1 | 0 | +$16K |
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.
Connected entities for EPAC
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/EPAC/capital-change-brief"
Use Arkolith's capital_change_brief for EPAC. 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 EPAC. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.