240 tracked 13F filers disclose a position in EPI as of the latest SEC 13F filings, a combined $1.0B 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 | MEITAV INVESTMENT HOUSE LTD | $145.0M | 3.4M | ▼−2.6% Reduced · −90K sh | Q2 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 | Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | $42.2M | 987K | —Held | Q2 2026 | |
| 7 | OLD MISSION CAPITAL LLC | $36.2M | 887K | ▲+69% Added · +361K sh | Q1 2026 | |
| 8 | Composition Wealth, LLC | $28.3M | 662K | ▲+11% Added · +68K sh | Q2 2026 | |
| 9 | Catalyst Capital Advisors LLC | $26.4M | 617K | ▲+5.0% Added · +29K sh | Q2 2026 | |
| 10 | Millburn Ridgefield LLC /DE/ | $24.0M | 588K | ▲+33% Added · +147K sh | Q1 2026 | |
| 11 | BARCLAYS PLC | $22.9M | 561K | ▲+81% Added · +251K sh | Q1 2026 | |
| 12 | CIBC Bancorp USA Inc. | $19.9M | 488K | ▲New +488K sh | Q1 2026 | |
| 13 | Venture Visionary Partners LLC | $18.4M | 431K | ▲+1.0% Added · +4K sh | Q2 2026 | |
| 14 | WELLS FARGO & COMPANY/MN | $16.4M | 401K | ▼−47% Reduced · −361K sh | Q1 2026 | |
| 15 | Kestra Advisory Services, LLC | $16.9M | 394K | ▲+2.8% Added · +11K sh | Q2 2026 | |
| 16 | RAYMOND JAMES FINANCIAL INC | $15.6M | 382K | ▼−14% Reduced · −63K sh | Q1 2026 | |
| 17 | Trajan Wealth LLC | $15.3M | 375K | ▲+6.7% Added · +24K sh | Q1 2026 | |
| 18 | CITIGROUP INC | $14.6M | 357K | ▲+82% Added · +161K sh | Q1 2026 | |
| 19 | Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | $14.6M | 342K | —Held | Q2 2026 | |
| 20 | BlackRock, Inc. | $13.8M | 337K | ▲+1.1% Added · +4K sh | Q1 2026 | |
| 21 | AMERIPRISE FINANCIAL INC | $12.5M | 307K | ▼−15% Reduced · −53K sh | Q1 2026 | |
| 22 | UBS Group AG | $12.3M | 300K | ▼−24% Reduced · −94K sh | Q1 2026 | |
| 23 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $12.1M | 298K | ▼−6.0% Reduced · −19K sh | Q1 2026 | |
| 24 | SBI Securities Co., Ltd. | $11.5M | 269K | ▼−6.8% Reduced · −20K sh | Q2 2026 | |
| 25 | ROYAL BANK OF CANADA | $10.9M | 267K | ▲+65% Added · +106K 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, 7 funds opened a new position in EPI and 12 added to an existing one, while 18 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 | 126 funds | $96.3B |
| MICROSOFT CORPMSFT | 125 funds | $64.9B |
| APPLE INCAAPL | 121 funds | $69.8B |
| AMAZON.COM INCAMZN | 121 funds | $52.2B |
| ALPHABET INC-CL AGOOGL | 120 funds | $47.8B |
| VISA INC-CLASS A SHARESV | 118 funds | $16.5B |
| ALPHABET INC-CL CGOOG | 117 funds | $24.5B |
| META PLATFORMS INC-CLASS AMETA | 116 funds | $27.8B |
| JPMORGAN CHASE & COJPM | 116 funds | $18.9B |
| SS SPDR S&P 500 ETF TRUST-USSPY | 116 funds | $10.5B |
| COSTCO WHOLESALE CORPCOST | 116 funds | $10.2B |
| BROADCOM INCAVGO | 115 funds | $34.7B |
Ranked by how many of EPI's institutional holders also hold each name, a cross-fund conviction signal.
No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.
No filings captured for this ticker in the live stream yet.
Connected entities for EPI
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.
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.