102 tracked 13F filers disclose a position in EPM as of the latest SEC 13F filings, a combined $67.8M 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 | BlackRock, Inc. | $10.8M | 2.4M | ▼−1.9% Reduced · −46K sh | Q1 2026 | |
| 2 | DIMENSIONAL FUND ADVISORS LP | $6.7M | 1.5M | ▲+2.3% Added · +33K sh | Q1 2026 | |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | $5.7M | 1.2M | →First observed position No prior filed position | Q1 2026 | |
| 4 | AMERICAN CENTURY COMPANIES INC | $5.0M | 1.1M | ▲+6.2% Added · +63K sh | Q1 2026 | |
| 5 | RAYMOND JAMES FINANCIAL INC | $4.7M | 1.0M | ▲+34% Added · +259K sh | Q1 2026 | |
| 6 | RENAISSANCE TECHNOLOGIES LLC | $4.4M | 953K | ▼−10% Reduced · −109K sh | Q1 2026 | |
| 7 | CWA Asset Management Group, LLC | $3.0M | 806K | ▲+14% Added · +96K sh | Q2 2026 | |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | $3.6M | 778K | ▲+2.9% Added · +22K sh | Q1 2026 | |
| 9 | STATE STREET CORP | $3.2M | 693K | ▼−0.4% Reduced · −3K sh | Q1 2026 | |
| 10 | MORGAN STANLEY | $3.0M | 651K | ▼−1.3% Reduced · −9K sh | Q1 2026 | |
| 11 | Register Financial Advisors LLC | $1.2M | 338K | ▲+0.4% Added · +1K sh | Q2 2026 | |
| 12 | CITADEL ADVISORS LLC | $1.5M | 326K | ▲+20% Added · +55K sh | Q1 2026 | |
| 13 | NORTHERN TRUST CORP | $1.4M | 309K | ▲+0.8% Added · +2K sh | Q1 2026 | |
| 14 | GOLDMAN SACHS GROUP INC | $1.3M | 286K | ▲+111% Added · +150K sh | Q1 2026 | |
| 15 | VANGUARD FIDUCIARY TRUST CO | $956K | 209K | →First observed position No prior filed position | Q1 2026 | |
| 16 | UBS Group AG | $909K | 199K | ▲+37% Added · +54K sh | Q1 2026 | |
| 17 | VANGUARD PORTFOLIO MANAGEMENT LLC | $858K | 187K | →First observed position No prior filed position | Q1 2026 | |
| 18 | Point72 Asset Management, L.P. | $768K | 168K | ▲+58% Added · +61K sh | Q1 2026 | |
| 19 | RITHOLTZ WEALTH MANAGEMENT | $603K | 132K | ▲+1.5% Added · +2K sh | Q1 2026 | |
| 20 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $568K | 124K | ▼−36% Reduced · −69K sh | Q1 2026 | |
| 21 | Castleview Partners, LLC | $425K | 115K | ▲+21% Added · +20K sh | Q2 2026 | |
| 22 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $407K | 89K | ▼−7.4% Reduced · −7K sh | Q1 2026 | |
| 23 | MILLENNIUM MANAGEMENT LLC | $402K | 88K | ▲New +88K sh | Q1 2026 | |
| 24 | Bank of New York Mellon Corp | $392K | 86K | ▼−4.9% Reduced · −4K sh | Q1 2026 | |
| 25 | BANK OF AMERICA CORP /DE/ | $326K | 71K | ▲+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.
Last quarter, 12 funds opened a new position in EPM and 16 added to an existing one, while 13 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 | 35 funds | $12.5B |
| MICROSOFT CORPMSFT | 35 funds | $6.9B |
| AMAZON.COM INCAMZN | 35 funds | $6.5B |
| ALPHABET INC-CL AGOOGL | 35 funds | $4.3B |
| META PLATFORMS INC-CLASS AMETA | 35 funds | $3.8B |
| ALPHABET INC-CL CGOOG | 35 funds | $3.8B |
| ELI LILLY & COLLY | 35 funds | $1.9B |
| COSTCO WHOLESALE CORPCOST | 35 funds | $1.9B |
| VISA INC-CLASS A SHARESV | 35 funds | $1.7B |
| HOME DEPOT INCHD | 35 funds | $1.7B |
| APPLIED MATERIALS INCAMAT | 35 funds | $1.6B |
| RTX CORPRTX | 35 funds | $1.3B |
Ranked by how many of EPM's institutional holders also hold each name, a cross-fund conviction signal.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Mar 24, 2022 | Stash Ryan | SVP & CFO | Sell (S) | 5K | $27K |
| Jul 6, 2018 | Schultz Roderick A. | Vice President and C.A.O. | Sell (S) | 3K | $34K |
| Jul 2, 2018 | Schultz Roderick A. | Vice President and C.A.O. | Sell (S) | 3K | $32K |
| Jun 1, 2018 | Schultz Roderick A. | Vice President and C.A.O. | Sell (S) | 3K | $30K |
| Apr 26, 2018 | Schultz Roderick A. | Vice President and C.A.O. | Sell (S) | 3K | $27K |
| Apr 25, 2018 | Schultz Roderick A. | Vice President and C.A.O. | Sell (S) | 4K | $34K |
| Mar 12, 2018 | Schultz Roderick A. | Vice President and C.A.O. | Sell (S) | 4K | $33K |
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 + end-of-day price history + the live filing stream, joined for EPM. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.