36 tracked 13F filers disclose a position in EPHE as of the latest SEC 13F filings, a combined $49.0M 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 | State of Tennessee, Department of Treasury | $15.7M | 634K | ▼−15% Reduced · −108K sh | Q1 2026 | |
| 2 | BlackRock, Inc. | $7.6M | 306K | ▲161× Added · +304K sh | Q1 2026 | |
| 3 | CAISSE DES DEPOTS ET CONSIGNATIONS | $7.5M | 305K | ▲New +305K sh | Q1 2026 | |
| 4 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2.9M | 116K | ▲New +116K sh | Q1 2026 | |
| 5 | HSBC HOLDINGS PLC | $2.8M | 112K | ▲+9.8% Added · +10K sh | Q1 2026 | |
| 6 | NATIXIS | $2.0M | 81K | ▼−0.6% Reduced · −525 sh | Q1 2026 | |
| 7 | Man Group plc | $1.9M | 78K | ▼−76% Reduced · −248K sh | Q1 2026 | |
| 8 | Korea Investment CORP | $987K | 40K | —Held | Q1 2026 | |
| 9 | Bank of New York Mellon Corp | $951K | 38K | ▲+24% Added · +7K sh | Q1 2026 | |
| 10 | Sanctuary Advisors, LLC | $896K | 36K | ▲+3.5% Added · +1K sh | Q1 2026 | |
| 11 | BANQUE PICTET & CIE SA | $869K | 35K | ▼−27% Reduced · −13K sh | Q1 2026 | |
| 12 | SBI Securities Co., Ltd. | $608K | 24K | ▲+18% Added · +4K sh | Q1 2026 | |
| 13 | ENVESTNET ASSET MANAGEMENT INC | $558K | 22K | ▲New +22K sh | Q1 2026 | |
| 14 | UBS Group AG | $527K | 21K | ▼−50% Reduced · −21K sh | Q1 2026 | |
| 15 | Asset Management One Co., Ltd. | $517K | 21K | ▼−89% Reduced · −163K sh | Q1 2026 | |
| 16 | PRELUDE CAPITAL MANAGEMENT, LLC | $447K | 18K | ▲+16% Added · +3K sh | Q1 2026 | |
| 17 | CIBC WORLD MARKET INC. | $411K | 17K | ▲New +17K sh | Q1 2026 | |
| 18 | CITADEL ADVISORS LLC | $361K | 15K | ▲New +15K sh | Q1 2026 | |
| 19 | LEVEL FOUR ADVISORY SERVICES, LLC | $313K | 13K | —Held | Q1 2026 | |
| 20 | MORGAN STANLEY | $311K | 13K | ▲+103% Added · +6K sh | Q1 2026 | |
| 21 | Sumitomo Mitsui Trust Group, Inc. | $231K | 9K | ▲New +9K sh | Q1 2026 | |
| 22 | LPL Financial LLC | $228K | 9K | ▲+9.0% Added · +757 sh | Q1 2026 | |
| 23 | Amundi | $205K | 8K | —Held | Q1 2026 | |
| 24 | ROYAL BANK OF CANADA | $40K | 2K | —Held | Q1 2026 | |
| 25 | Ashton Thomas Private Wealth, LLC | $13K | 538 | ▲New +538 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, 6 funds opened a new position in EPHE and 2 added to an existing one, while 3 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 | 12 funds | $10.4B |
| MICROSOFT CORPMSFT | 12 funds | $5.7B |
| ALPHABET INC-CL AGOOGL | 12 funds | $4.0B |
| BROADCOM INCAVGO | 12 funds | $3.2B |
| JPMORGAN CHASE & COJPM | 12 funds | $2.6B |
| ALPHABET INC-CL CGOOG | 12 funds | $2.6B |
| MICRON TECHNOLOGY INCMU | 12 funds | $2.4B |
| MASTERCARD INC - AMA | 12 funds | $1.6B |
| COSTCO WHOLESALE CORPCOST | 12 funds | $1.4B |
| ELI LILLY & COLLY | 12 funds | $1.3B |
| JOHNSON & JOHNSONJNJ | 12 funds | $1.2B |
| VISA INC-CLASS A SHARESV | 12 funds | $1.1B |
Ranked by how many of EPHE's institutional holders also hold each name, a cross-fund conviction signal.
No filings captured for this ticker in the live stream yet.
This ETF 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/EPHE/capital-change-brief"
Use Arkolith's capital_change_brief for EPHE. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for EPHE. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.