Among active 13F managers last quarter, 8 opened and 3 added, while 3 reduced; the largest holder to move was BCWM, LLC (−0.6%).
41 tracked 13F filers disclose a position in EPHE as of the latest SEC 13F filings, a combined $55.1M 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 | Shares | Position value | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | State of Tennessee, Department of Treasury | 634K | $15.7M | ▼−15% Reduced · −108K sh | Q1 2026 | |
| 2 | BlackRock, Inc. | 306K | $7.6M | ▲161× Added · +304K sh | Q1 2026 | |
| 3 | Caisse Des Depots Et Consignations | 305K | $7.5M | —Held | Q2 2026 | |
| 4 | BCWM, LLC | 144K | $3.5M | ▼−0.6% Reduced · −824 sh | Q2 2026 | |
| 5 | Carrera Capital Advisors | 126K | $3.0M | ▲+3.5% Added · +4K sh | Q2 2026 | |
| 6 | Susquehanna International Group, LLP | 116K | $2.9M | ▲New +116K sh | Q1 2026 | |
| 7 | HSBC Holdings PLC | 112K | $2.8M | ▲+9.8% Added · +10K sh | Q1 2026 | |
| 8 | Natixis | 81K | $2.0M | ▼−0.6% Reduced · −525 sh | Q1 2026 | |
| 9 | Pavaki Capital Management LLC | 58K | $1.4M | ▲+21% Added · +10K sh | Q2 2026 | |
| 10 | Korea Investment CORP | 40K | $987K | —Held | Q1 2026 | |
| 11 | Sanctuary Advisors, LLC | 39K | $939K | ▲+7.6% Added · +3K sh | Q2 2026 | |
| 12 | Bank of New York Mellon Corp | 38K | $951K | ▲+24% Added · +7K sh | Q1 2026 | |
| 13 | Banque Pictet & Cie Sa | 35K | $846K | —Held | Q2 2026 | |
| 14 | Envestnet Asset Management Inc | 22K | $558K | ▲New +22K sh | Q1 2026 | |
| 15 | UBS Group AG | 21K | $527K | ▼−50% Reduced · −21K sh | Q1 2026 | |
| 16 | Asset Management One Co., Ltd. | 21K | $517K | ▼−89% Reduced · −163K sh | Q1 2026 | |
| 17 | SBI Securities Co., Ltd. | 19K | $470K | ▼−21% Reduced · −5K sh | Q2 2026 | |
| 18 | Ashton Thomas Private Wealth, LLC | 19K | $451K | ▲35× Added · +18K sh | Q2 2026 | |
| 19 | Prelude Capital Management, LLC | 18K | $447K | ▲+16% Added · +3K sh | Q1 2026 | |
| 20 | CIBC World Market Inc. | 17K | $411K | ▲New +17K sh | Q1 2026 | |
| 21 | Level Four Advisory Services, LLC | 13K | $305K | —Held | Q2 2026 | |
| 22 | Morgan Stanley | 13K | $311K | ▲+103% Added · +6K sh | Q1 2026 | |
| 23 | Sumitomo Mitsui Trust Group, Inc. | 9K | $231K | ▲New +9K sh | Q1 2026 | |
| 24 | LPL Financial LLC | 9K | $228K | ▲+9.0% Added · +757 sh | Q1 2026 | |
| 25 | Amundi | 8K | $205K | —Held | 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 EPHE and 3 added to an existing one, while 3 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 |
|---|---|---|
| Nvidia CorpNVDA | 18 funds | $31.2B |
| Microsoft CorpMSFT | 18 funds | $20.5B |
| Apple IncAAPL | 17 funds | $24.8B |
| Meta Platforms Inc-Class AMETA | 17 funds | $9.6B |
| Alphabet Inc-CL CGOOG | 17 funds | $9.4B |
| JPMorgan Chase & CoJPM | 17 funds | $4.9B |
| Berkshire Hathaway Inc-CL BBRK/B | 17 funds | $3.8B |
| Chevron CorpCVX | 17 funds | $3.8B |
| Walmart IncWMT | 17 funds | $2.7B |
| Procter & Gamble CoPG | 17 funds | $1.8B |
| Walt Disney CoDIS | 17 funds | $1.3B |
| Amazon.com IncAMZN | 16 funds | $18.1B |
Ranked by how many of EPHE's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in EPHE.
No filings captured for this ticker in the live stream yet.
Connected entities for EPHE
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 + the live filing stream, joined for EPHE. Filings are public domain, sourced to SEC EDGAR.