Among active 13F managers last quarter, 6 opened and 16 added, while 12 reduced; the largest holder to move was WealthTrust Axiom LLC (+3.6%). No open-market insider trades in the last 180 days.
Funds lean in and no leg opposes.
115 tracked 13F filers disclose a position in EPM as of the latest SEC 13F filings, a combined $69.9M 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 | BlackRock, Inc. | 2.4M | $8.9M | ▲+2.1% Added · +51K sh | Q2 2026 | |
| 2 | WealthTrust Axiom LLC | 2.2M | $8.1M | ▲+3.6% Added · +76K sh | Q2 2026 | |
| 3 | Dimensional Fund Advisors LP | 1.5M | $6.7M | ▲+2.3% Added · +33K sh | Q1 2026 | |
| 4 | Vanguard Capital Management LLC | 1.3M | $4.7M | ▲+2.0% Added · +25K sh | Q2 2026 | |
| 5 | American Century Companies Inc | 1.1M | $5.0M | ▲+6.2% Added · +63K sh | Q1 2026 | |
| 6 | Raymond James Financial Inc | 1.0M | $4.7M | ▲+34% Added · +259K sh | Q1 2026 | |
| 7 | Renaissance Technologies LLC | 953K | $4.4M | ▼−10% Reduced · −109K sh | Q1 2026 | |
| 8 | Geode Capital Management, LLC | 886K | $3.3M | ▲+14% Added · +107K sh | Q2 2026 | |
| 9 | CWA Asset Management Group, LLC | 806K | $3.0M | ▲+14% Added · +96K sh | Q2 2026 | |
| 10 | State Street Corp | 692K | $2.5M | ▼−0.1% Reduced · −813 sh | Q2 2026 | |
| 11 | Morgan Stanley | 651K | $3.0M | ▼−1.3% Reduced · −9K sh | Q1 2026 | |
| 12 | Register Financial Advisors LLC | 338K | $1.2M | ▲+0.4% Added · +1K sh | Q2 2026 | |
| 13 | Northern Trust Corp | 309K | $1.4M | ▲+0.8% Added · +2K sh | Q1 2026 | |
| 14 | Goldman Sachs Group Inc | 286K | $1.3M | ▲+111% Added · +150K sh | Q1 2026 | |
| 15 | Vanguard Fiduciary Trust Co | 225K | $830K | ▲+8.1% Added · +17K sh | Q2 2026 | |
| 16 | Vanguard Portfolio Management LLC | 222K | $818K | ▲+19% Added · +35K sh | Q2 2026 | |
| 17 | UBS Group AG | 199K | $909K | ▲+37% Added · +54K sh | Q1 2026 | |
| 18 | Castleview Partners, LLC | 115K | $425K | ▲+21% Added · +20K sh | Q2 2026 | |
| 19 | O'shaughnessy Asset Management, LLC | 107K | $393K | ▼−14% Reduced · −17K sh | Q2 2026 | |
| 20 | Schonfeld Strategic Advisors LLC | 91K | $336K | ▲+162% Added · +56K sh | Q2 2026 | |
| 21 | Charles Schwab Investment Management Inc | 89K | $407K | ▼−7.4% Reduced · −7K sh | Q1 2026 | |
| 22 | Millennium Management LLC | 88K | $402K | ▲New +88K sh | Q1 2026 | |
| 23 | Bank of New York Mellon Corp | 86K | $392K | ▼−4.9% Reduced · −4K sh | Q1 2026 | |
| 24 | Ritholtz Wealth Management | 85K | $312K | ▼−36% Reduced · −47K sh | Q2 2026 | |
| 25 | Bank Of America Corp | 71K | $326K | ▲+11% Added · +7K 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. 2 value rows are withheld because the reported units disagree with same-security peers; share counts are unchanged.
Last quarter, 6 funds opened a new position in EPM and 16 added to an existing one, while 12 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 | 57 funds | $165.8B |
| Microsoft CorpMSFT | 57 funds | $114.7B |
| Alphabet Inc-CL AGOOGL | 57 funds | $62.3B |
| Unitedhealth Group IncUNH | 57 funds | $13.5B |
| Amazon.com IncAMZN | 56 funds | $81.8B |
| Alphabet Inc-CL CGOOG | 56 funds | $60.4B |
| Eli Lilly & CoLLY | 56 funds | $31.6B |
| Visa Inc-Class A SharesV | 56 funds | $27.3B |
| Micron Technology IncMU | 56 funds | $15.1B |
| Walmart IncWMT | 56 funds | $11.4B |
| Apple IncAAPL | 55 funds | $125.4B |
| Meta Platforms Inc-Class AMETA | 55 funds | $48.1B |
Ranked by how many of EPM's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in EPM.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Mar 24, 2022 | Stash Ryan | SVP & CFO | Sell (S) | 5K | $27K |
| Dec 31, 2018 | Ogilvie Marran H. | Director | Buy (P) | 7K | $46K |
| Oct 9, 2018 | Joe David | SVP & CFO | Sell (S) | 4K | $54K |
| Sep 25, 2018 | JVL Advisors, L.L.C. | 10% Owner | Sell (S) | 42K | $475K |
| Sep 24, 2018 | JVL Advisors, L.L.C. | 10% Owner | Sell (S) | 22K | $244K |
| Sep 21, 2018 | JVL Advisors, L.L.C. | 10% Owner | Sell (S) | 45K | $491K |
| Sep 19, 2018 | Lovoi John | 10% Owner | Sell (S) | 22K | $234K |
| Sep 18, 2018 | Lovoi John | 10% Owner | Sell (S) | 90K | $971K |
| Sep 14, 2018 | Lovoi John | 10% Owner | Sell (S) | 8K | $80K |
| Sep 12, 2018 | JVL Advisors, L.L.C. | 10% Owner | Sell (S) | 25K | $253K |
| Sep 11, 2018 | JVL Advisors, L.L.C. | 10% Owner | Sell (S) | 25K | $250K |
| Sep 10, 2018 | JVL Advisors, L.L.C. | 10% Owner | Sell (S) | 19K | $190K |
Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.
Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive
| Source | Buying | Selling | Net |
|---|---|---|---|
13F funds Top 100 holders by value, passive included; the hero counts active managers only | 39 | 31 | – |
Insiders Form 4 open-market | 0 | 0 | $0 |
US House STOCK Act trades | 0 | 0 | $0 |
Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.
Connected entities for EPM
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/EPM/capital-change-brief"
Use Arkolith's capital_change_brief for EPM. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + Form 4 insider transactions + the live filing stream, joined for EPM. Filings are public domain, sourced to SEC EDGAR.