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/EPD/capital-change-brief"
Use Arkolith's capital_change_brief for EPD. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | ALPS ADVISORS INC | $1.6B | 43.5M | ▲+2.1% Added · +882K sh | Q1 2026 | |
| 2 | MORGAN STANLEY | $810.5M | 21.4M | ▲+12% Added · +2.3M sh | Q1 2026 | |
| 3 | Blackstone Inc. | $798.6M | 21.1M | ▲+9.6% Added · +1.8M sh | Q1 2026 | |
| 4 | GOLDMAN SACHS GROUP INC | $760.2M | 20.1M | ▲+11% Added · +1.9M sh | Q1 2026 | |
| 5 | FAYEZ SAROFIM & CO | $613.0M | 16.2M | ▼−3.4% Reduced · −570K sh | Q1 2026 | |
| 6 | TORTOISE CAPITAL ADVISORS, L.L.C. | $562.4M | 14.9M | ▲+4.1% Added · +580K sh | Q1 2026 | |
| 7 | Energy Income Partners, LLC | $519.6M | 13.7M | ▼−7.8% Reduced · −1.2M sh | Q1 2026 | |
| 8 | Neuberger Berman Group LLC | $516.2M | 13.6M | ▼−4.6% Reduced · −652K sh | Q1 2026 | |
| 9 | KAYNE ANDERSON CAPITAL ADVISORS LP | $493.1M | 13.0M | ▼−2.4% Reduced · −318K sh | Q1 2026 | |
| 10 | UBS Group AG | $477.1M | 12.6M | ▼−2.9% Reduced · −371K sh | Q1 2026 | |
| 11 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $458.6M | 12.1M | ▲+5.5% Added · +636K sh | Q1 2026 | |
| 12 | BANK OF AMERICA CORP /DE/ | $445.7M | 11.8M | ▼−7.5% Reduced · −950K sh | Q1 2026 | |
| 13 | AMERICAN CENTURY COMPANIES INC | $430.8M | 11.4M | ▼−23% Reduced · −3.5M sh | Q1 2026 | |
| 14 | CIBC Bancorp USA Inc. | $328.6M | 8.7M | ▲New +8.7M sh | Q1 2026 | |
| 15 | Ensign Peak Advisors, Inc | $314.2M | 8.3M | ▼−8.3% Reduced · −750K sh | Q1 2026 | |
| 16 | FMR LLC | $278.0M | 7.3M | ▼−8.6% Reduced · −690K sh | Q1 2026 | |
| 17 | BlackRock, Inc. | $265.9M | 7.0M | ▼−34% Reduced · −3.7M sh | Q1 2026 | |
| 18 | BERKLEY W R CORP | $258.3M | 6.8M | —Held | Q1 2026 | |
| 19 | RAYMOND JAMES FINANCIAL INC | $251.5M | 6.6M | ▲+0.2% Added · +12K sh | Q1 2026 | |
| 20 | Clearbridge Investments, LLC | $220.0M | 5.8M | ▼−9.0% Reduced · −578K sh | Q1 2026 | |
| 21 | WESTWOOD HOLDINGS GROUP INC | $208.0M | 5.5M | ▲43× Added · +5.4M sh | Q1 2026 | |
| 22 | FAIRHOLME CAPITAL MANAGEMENT LLC | $206.4M | 5.5M | ▲+0.1% Added · +5K sh | Q1 2026 | |
| 23 | WELLS FARGO & COMPANY/MN | $186.2M | 4.9M | ▲+3.0% Added · +145K sh | Q1 2026 | |
| 24 | Hamlin Capital Management, LLC | $176.2M | 4.8M | ▼−1.4% Reduced · −71K sh | Q2 2026 | |
| 25 | PRINCIPAL FINANCIAL GROUP INC | $161.6M | 4.3M | ▼−7.0% Reduced · −319K 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.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Mar 20, 2026 | TEAGUE AJ | CO-CHIEF EXECUTIVE OFFICER, Director | Buy (P) | 3K | $100K |
| Feb 16, 2026 | BACHMANN RICHARD H | Director | Tax withholding (F) | 33K | $1.2M |
| Feb 16, 2026 | BACHMANN RICHARD H | Director | Option exercise (M) | 84K | — |
| Feb 16, 2026 | BACHMANN RICHARD H | Director | Option exercise (M) | 84K | $0 |
| Feb 16, 2026 | FOWLER W RANDALL | CO-CHIEF EXECUTIVE OFFICER, Director | Option exercise (M) | 78K | — |
| Feb 16, 2026 | FOWLER W RANDALL | CO-CHIEF EXECUTIVE OFFICER, Director | Option exercise (M) | 66K | — |
| Feb 16, 2026 | FOWLER W RANDALL | CO-CHIEF EXECUTIVE OFFICER, Director | Tax withholding (F) | 26K | $958K |
| Feb 16, 2026 | FOWLER W RANDALL | CO-CHIEF EXECUTIVE OFFICER, Director | Tax withholding (F) | 27K | $994K |
| Feb 16, 2026 | FOWLER W RANDALL | CO-CHIEF EXECUTIVE OFFICER, Director | Option exercise (M) | 69K | — |
| Feb 16, 2026 | FOWLER W RANDALL | CO-CHIEF EXECUTIVE OFFICER, Director | Tax withholding (F) | 30K | $1.1M |
| Feb 16, 2026 | FOWLER W RANDALL | CO-CHIEF EXECUTIVE OFFICER, Director | Tax withholding (F) | 30K | $1.1M |
| Feb 16, 2026 | FOWLER W RANDALL | CO-CHIEF EXECUTIVE OFFICER, Director | Option exercise (M) | 75K | — |
| Company | Co-held by | Combined value |
|---|---|---|
| APPLE INCAAPL | 324 funds | $187.6B |
| ALPHABET INC-CL AGOOGL | 324 funds | $103.3B |
| MICROSOFT CORPMSFT | 323 funds | $168.5B |
| AMAZON.COM INCAMZN | 323 funds | $125.9B |
| ALPHABET INC-CL CGOOG | 318 funds | $82.1B |
| NVIDIA CORPNVDA | 317 funds | $226.8B |
| EXXON MOBIL CORPXOM | 317 funds | $40.7B |
| CHEVRON CORPCVX | 317 funds | $24.8B |
| JPMORGAN CHASE & COJPM | 316 funds | $49.4B |
| BERKSHIRE HATHAWAY INC-CL BBRK/B | 316 funds | $28.0B |
| META PLATFORMS INC-CLASS AMETA | 315 funds | $70.5B |
| JOHNSON & JOHNSONJNJ | 315 funds | $34.7B |
Ranked by how many of EPD's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for EPD. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.