Among active 13F managers last quarter, 5 opened and 13 added, while 25 reduced; the largest holder to move was Black Swift Group, LLC (+13%).
110 tracked 13F filers disclose a position in EPOL as of the latest SEC 13F filings, a combined $252.3M 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 | State of Tennessee, Department of Treasury | 1.4M | $49.8M | ▼−8.5% Reduced · −128K sh | Q1 2026 | |
| 2 | JPMorgan Chase & Co | 799K | $27.7M | ▲+17% Added · +118K sh | Q1 2026 | |
| 3 | Morgan Stanley | 531K | $19.3M | ▼−0.5% Reduced · −3K sh | Q1 2026 | |
| 4 | Jane Street Group, LLC | 396K | $14.4M | ▼−1.0% Reduced · −4K sh | Q1 2026 | |
| 5 | UBS Group AG | 391K | $14.2M | ▼−21% Reduced · −101K sh | Q1 2026 | |
| 6 | Black Swift Group, LLC | 359K | $13.8M | ▲+13% Added · +43K sh | Q2 2026 | |
| 7 | LPL Financial LLC | 202K | $7.3M | ▼−3.8% Reduced · −8K sh | Q1 2026 | |
| 8 | Banque Pictet & Cie Sa | 194K | $7.5M | ▼−16% Reduced · −38K sh | Q2 2026 | |
| 9 | Old Mission Capital LLC | 173K | $6.3M | ▲New +173K sh | Q1 2026 | |
| 10 | Korea Investment CORP | 162K | $5.9M | —Held | Q1 2026 | |
| 11 | Arlington Capital Management, Inc. | 153K | $5.9M | ▼−0.1% Reduced · −186 sh | Q2 2026 | |
| 12 | Csenge Advisory Group | 148K | $5.7M | ▲+5.0% Added · +7K sh | Q2 2026 | |
| 13 | CoreCap Advisors, LLC | 138K | $5.0M | ▼−1.0% Reduced · −1K sh | Q1 2026 | |
| 14 | Wells Fargo & Company | 136K | $4.9M | ▲+16% Added · +18K sh | Q1 2026 | |
| 15 | Advisory Services Network, LLC | 133K | $4.8M | ▲+640% Added · +115K sh | Q1 2026 | |
| 16 | Y.D. More Investments Ltd | 127K | $4.9M | ▲New +127K sh | Q2 2026 | |
| 17 | Private Advisor Group, LLC | 89K | $3.4M | ▼−1.1% Reduced · −977 sh | Q2 2026 | |
| 18 | Bank of New York Mellon Corp | 89K | $3.2M | ▲+8.3% Added · +7K sh | Q1 2026 | |
| 19 | Goldman Sachs Group Inc | 81K | $2.9M | ▲New +81K sh | Q1 2026 | |
| 20 | Bank Of America Corp | 74K | $2.7M | ▼−23% Reduced · −23K sh | Q1 2026 | |
| 21 | Spectrum Strategic Capital Management, LLC | 71K | $2.6M | ▲+2.1% Added · +1K sh | Q1 2026 | |
| 22 | Cavalier Investments, LLC | 50K | $1.8M | ▼−8.2% Reduced · −4K sh | Q1 2026 | |
| 23 | Knights of Columbus Asset Advisors LLC | 50K | $1.9M | ▲+5.2% Added · +2K sh | Q2 2026 | |
| 24 | Monument Capital Management | 49K | $1.9M | ▼−0.1% Reduced · −77 sh | Q2 2026 | |
| 25 | Point Nemo Capital, LLC | 47K | $1.8M | ▲Added Added · +47K sh | Q2 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, 5 funds opened a new position in EPOL and 13 added to an existing one, while 25 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 | 50 funds | $36.0B |
| Eli Lilly & CoLLY | 48 funds | $7.1B |
| Amazon.com IncAMZN | 47 funds | $19.8B |
| Apple IncAAPL | 46 funds | $28.8B |
| Microsoft CorpMSFT | 46 funds | $22.9B |
| Meta Platforms Inc-Class AMETA | 46 funds | $10.5B |
| Taiwan Semiconductor-SP ADRTSM | 46 funds | $2.4B |
| Alphabet Inc-CL CGOOG | 44 funds | $9.7B |
| Alphabet Inc-CL AGOOGL | 43 funds | $15.8B |
| Broadcom IncAVGO | 43 funds | $14.0B |
| Micron Technology IncMU | 43 funds | $4.9B |
| JPMorgan Chase & CoJPM | 43 funds | $4.6B |
Ranked by how many of EPOL's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in EPOL.
No filings captured for this ticker in the live stream yet.
Connected entities for EPOL
This ETF 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/EPOL/capital-change-brief"
Use Arkolith's capital_change_brief for EPOL. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + the live filing stream, joined for EPOL. Filings are public domain, sourced to SEC EDGAR.