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/EPI/capital-change-brief"
Use Arkolith's capital_change_brief for EPI. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | MEITAV INVESTMENT HOUSE LTD | $142.0M | 3.5M | ▲+9.5% Added · +302K sh | Q1 2026 | |
| 2 | MORGAN STANLEY | $117.6M | 2.9M | ▼−10% Reduced · −324K sh | Q1 2026 | |
| 3 | LPL Financial LLC | $55.9M | 1.4M | ▼−25% Reduced · −469K sh | Q1 2026 | |
| 4 | JPMORGAN CHASE & CO | $45.9M | 1.2M | ▲+5.7% Added · +63K sh | Q1 2026 | |
| 5 | BANK OF AMERICA CORP /DE/ | $42.8M | 1.0M | ▼−28% Reduced · −405K sh | Q1 2026 | |
| 6 | OLD MISSION CAPITAL LLC | $36.2M | 887K | ▲+69% Added · +361K sh | Q1 2026 | |
| 7 | Composition Wealth, LLC | $24.3M | 594K | ▼−13% Reduced · −92K sh | Q1 2026 | |
| 8 | Catalyst Capital Advisors LLC | $24.0M | 588K | ▲+33% Added · +147K sh | Q1 2026 | |
| 9 | Millburn Ridgefield LLC /DE/ | $24.0M | 588K | ▲+33% Added · +147K sh | Q1 2026 | |
| 10 | BARCLAYS PLC | $22.9M | 561K | ▲+81% Added · +251K sh | Q1 2026 | |
| 11 | CIBC Bancorp USA Inc. | $19.9M | 488K | ▲New +488K sh | Q1 2026 | |
| 12 | Venture Visionary Partners LLC | $17.4M | 427K | ▼−5.6% Reduced · −25K sh | Q1 2026 | |
| 13 | WELLS FARGO & COMPANY/MN | $16.4M | 401K | ▼−47% Reduced · −361K sh | Q1 2026 | |
| 14 | Kestra Advisory Services, LLC | $15.6M | 383K | ▼−1.7% Reduced · −6K sh | Q1 2026 | |
| 15 | RAYMOND JAMES FINANCIAL INC | $15.6M | 382K | ▼−14% Reduced · −63K sh | Q1 2026 | |
| 16 | Trajan Wealth LLC | $15.3M | 375K | ▲+6.7% Added · +24K sh | Q1 2026 | |
| 17 | CITIGROUP INC | $14.6M | 357K | ▲+82% Added · +161K sh | Q1 2026 | |
| 18 | BlackRock, Inc. | $13.8M | 337K | ▲+1.1% Added · +4K sh | Q1 2026 | |
| 19 | AMERIPRISE FINANCIAL INC | $12.5M | 307K | ▼−15% Reduced · −53K sh | Q1 2026 | |
| 20 | UBS Group AG | $12.3M | 300K | ▼−24% Reduced · −94K sh | Q1 2026 | |
| 21 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $12.1M | 298K | ▼−6.0% Reduced · −19K sh | Q1 2026 | |
| 22 | SBI Securities Co., Ltd. | $11.8M | 289K | ▼−9.7% Reduced · −31K sh | Q1 2026 | |
| 23 | ROYAL BANK OF CANADA | $10.9M | 267K | ▲+65% Added · +106K sh | Q1 2026 | |
| 24 | GenTrust, LLC | $9.7M | 237K | ▲+8.4% Added · +19K sh | Q1 2026 | |
| 25 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $9.4M | 231K | ▼−36% Reduced · −133K 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.
No Form 4 insider transactions on file yet.
| Company | Co-held by | Combined value |
|---|---|---|
| ALPHABET INC-CL CGOOG | 95 funds | $11.6B |
| JPMORGAN CHASE & COJPM | 95 funds | $11.4B |
| VISA INC-CLASS A SHARESV | 95 funds | $6.0B |
| COSTCO WHOLESALE CORPCOST | 95 funds | $5.8B |
| MASTERCARD INC - AMA | 95 funds | $4.2B |
| APPLE INCAAPL | 94 funds | $32.8B |
| NVIDIA CORPNVDA | 94 funds | $31.5B |
| MICROSOFT CORPMSFT | 94 funds | $25.3B |
| AMAZON.COM INCAMZN | 94 funds | $19.0B |
| BROADCOM INCAVGO | 94 funds | $12.3B |
| META PLATFORMS INC-CLASS AMETA | 94 funds | $10.4B |
| NETFLIX INCNFLX | 94 funds | $3.0B |
Ranked by how many of EPI's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
No filings captured for this ticker in the live stream yet.
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for EPI. 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.