199 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 | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $282.7M | 7.8M | ▼−0.1% Reduced · −6K sh | Q1 2026 | |
| 2 | Neuberger Berman Group LLC | $162.3M | 4.4M | ▲+5.6% Added · +235K sh | Q1 2026 | |
| 3 | KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | $136.0M | 3.7M | ▼−5.5% Reduced · −218K sh | Q1 2026 | |
| 4 | VANGUARD PORTFOLIO MANAGEMENT LLC | $108.9M | 3.0M | →First observed position No prior filed position | Q1 2026 | |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | $86.4M | 2.4M | →First observed position No prior filed position | Q1 2026 | |
| 6 | STATE STREET CORP | $79.9M | 2.2M | ▲+0.3% Added · +6K sh | Q1 2026 | |
| 7 | COOKE & BIELER LP | $64.5M | 1.8M | ▲+12% Added · +192K sh | Q1 2026 | |
| 8 | DIMENSIONAL FUND ADVISORS LP | $47.5M | 1.3M | ▼−3.3% Reduced · −44K sh | Q1 2026 | |
| 9 | GEODE CAPITAL MANAGEMENT, LLC | $46.2M | 1.3M | ▼−1.2% Reduced · −16K sh | Q1 2026 | |
| 10 | BARROW HANLEY MEWHINNEY & STRAUSS LLC | $34.8M | 954K | ▼−40% Reduced · −645K sh | Q1 2026 | |
| 11 | Champlain Investment Partners, LLC | $28.8M | 788K | ▼−36% Reduced · −442K sh | Q1 2026 | |
| 12 | BROWN ADVISORY INC | $27.7M | 760K | ▼−12% Reduced · −104K sh | Q1 2026 | |
| 13 | D. E. Shaw & Co., Inc. | $26.1M | 715K | ▲+29% Added · +162K sh | Q1 2026 | |
| 14 | JENNISON ASSOCIATES LLC | $24.8M | 680K | ▲+2.5% Added · +17K sh | Q1 2026 | |
| 15 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $21.9M | 602K | ▼−0.4% Reduced · −3K sh | Q1 2026 | |
| 16 | NORTHERN TRUST CORP | $19.5M | 534K | ▲+2.0% Added · +10K sh | Q1 2026 | |
| 17 | MORGAN STANLEY | $17.5M | 480K | ▼−18% Reduced · −107K sh | Q1 2026 | |
| 18 | Qube Research & Technologies Ltd | $14.8M | 406K | ▼−12% Reduced · −56K sh | Q1 2026 | |
| 19 | VANGUARD FIDUCIARY TRUST CO | $13.4M | 368K | →First observed position No prior filed position | Q1 2026 | |
| 20 | Bank of New York Mellon Corp | $13.4M | 367K | ▼−27% Reduced · −137K sh | Q1 2026 | |
| 21 | MILLENNIUM MANAGEMENT LLC | $13.2M | 363K | ▲+186% Added · +236K sh | Q1 2026 | |
| 22 | GOLDMAN SACHS GROUP INC | $10.7M | 293K | ▲+6.2% Added · +17K sh | Q1 2026 | |
| 23 | LOOMIS SAYLES & CO L P | $10.3M | 283K | ▲New +283K sh | Q1 2026 | |
| 24 | SEGALL BRYANT & HAMILL, LLC | $9.6M | 263K | ▼−4.6% Reduced · −13K sh | Q1 2026 | |
| 25 | PRINCIPAL FINANCIAL GROUP INC | $9.4M | 258K | ▲+1.9% Added · +5K 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, 8 funds opened a new position in EPAC and 25 added to an existing one, while 20 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 |
|---|---|---|
| MICROSOFT CORPMSFT | 75 funds | $40.6B |
| NVIDIA CORPNVDA | 74 funds | $57.5B |
| AMAZON.COM INCAMZN | 74 funds | $33.4B |
| APPLE INCAAPL | 73 funds | $46.8B |
| META PLATFORMS INC-CLASS AMETA | 73 funds | $18.2B |
| VISA INC-CLASS A SHARESV | 73 funds | $8.9B |
| SERVICENOW INCNOW | 73 funds | $2.8B |
| ALPHABET INC-CL AGOOGL | 72 funds | $27.1B |
| BROADCOM INCAVGO | 72 funds | $21.0B |
| ELI LILLY & COLLY | 72 funds | $10.7B |
| MICRON TECHNOLOGY INCMU | 72 funds | $7.5B |
| LAM RESEARCH CORPLRCX | 72 funds | $4.1B |
Ranked by how many of EPAC's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| 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) | 1K | $30K |
| Oct 26, 2021 | Holder Richard D | Director | Buy (P) | 522 | $11K |
| Oct 26, 2021 | Ferland E James Jr | Director | Buy (P) | 2K | $41K |
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.