| # | Fund | Position value | Shares | Last move | As of |
|---|---|---|---|---|---|
| 1 | MEITAV INVESTMENT HOUSE LTD | $142.0M | 3.48M | Added | Q1 2026 |
| 2 | Composition Wealth, LLC | $24.3M | 594.4K | Reduced | Q1 2026 |
| 3 | Catalyst Capital Advisors LLC | $24.0M | 587.8K | Added | Q1 2026 |
| 4 | Venture Visionary Partners LLC | $17.4M | 426.6K | Reduced | Q1 2026 |
| 5 | Kestra Advisory Services, LLC | $15.6M | 383.4K | Reduced | Q1 2026 |
| 6 | Trajan Wealth LLC | $15.3M | 374.9K | Added | Q1 2026 |
| 7 | SBI Securities Co., Ltd. | $11.8M | 289.0K | Reduced | Q1 2026 |
| 8 | GenTrust, LLC | $9.7M | 237.5K | Added | Q1 2026 |
| 9 | Private Advisor Group, LLC | $8.8M | 215.1K | Reduced | Q1 2026 |
| 10 | NewEdge Wealth, LLC | $6.1M | 148.6K | Reduced | Q1 2026 |
| 11 | Equitable Holdings, Inc. | $5.4M | 117.3K | Reduced | Q1 2026 |
| 12 | MML INVESTORS SERVICES, LLC | $4.6M | 113.3K | Reduced | Q1 2026 |
| 13 | Dynamic Advisor Solutions LLC | $3.6M | 87.7K | Added | Q1 2026 |
| 14 | Rockefeller Capital Management L.P. | $2.9M | 61.6K | New | Q4 2025 |
| 15 | Wealthfront Advisers LLC | $2.8M | 69.0K | Added | Q1 2026 |
| 16 | Atria Investments, Inc | $2.7M | 65.6K | Added | Q1 2026 |
| 17 | Merit Financial Group, LLC | $2.2M | 55.0K | Reduced | Q1 2026 |
| 18 | Waverly Advisors, LLC | $2.2M | 54.4K | New | Q1 2026 |
| 19 | BLAIR WILLIAM & CO/IL | $1.9M | 47.1K | Reduced | Q1 2026 |
| 20 | Cohen Klingenstein LLC | $1.9M | 47.0K | Reduced | Q1 2026 |
| 21 | Migdal Insurance & Financial Holdings Ltd. | $1.5M | 36.2K | Reduced | Q1 2026 |
| 22 | TD Waterhouse Canada Inc. | $1.3M | 32.2K | Added | Q1 2026 |
| 23 | Itau Unibanco Holding S.A. | $1.2M | 29.8K | New | Q1 2026 |
| 24 | Beacon Pointe Advisors, LLC | $1.1M | 27.3K | Added | Q1 2026 |
| 25 | Perigon Wealth Management, LLC | $1.1M | 27.1K | Reduced | Q1 2026 |
No Form 4 insider transactions on file yet.
| Company | Co-held by | Combined value |
|---|---|---|
| LPHABET INCGOOG | 94 funds | $11.6B |
| Jpmorgan Chase & Co - USJPM | 94 funds | $11.4B |
| Visa Inc Class AV | 94 funds | $6.0B |
| Costco Wholesale Corp - USCOST | 94 funds | $5.8B |
| Mastercard Inc Class AMA | 94 funds | $4.2B |
| Apple Inc - USAAPL | 93 funds | $32.7B |
| Nvidia Corp - USNVDA | 93 funds | $31.5B |
| Microsoft Corp - USMSFT | 93 funds | $25.5B |
| AmazoncomAMZN | 93 funds | $19.0B |
| Broadcom LtdAVGO | 93 funds | $12.4B |
| Meta Platforms Inc Class AMETA | 93 funds | $10.4B |
| Netflix Inc - USNFLX | 93 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.