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/EPP/capital-change-brief"
Use Arkolith's capital_change_brief for EPP. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | JPMORGAN CHASE & CO | $393.7M | 7.6M | ▼−2.1% Reduced · −163K sh | Q1 2026 | |
| 2 | GOLDMAN SACHS GROUP INC | $206.6M | 3.9M | ▼−23% Reduced · −1.2M sh | Q1 2026 | |
| 3 | ROYAL BANK OF CANADA | $194.4M | 3.7M | ▲+150% Added · +2.2M sh | Q1 2026 | |
| 4 | BANK OF AMERICA CORP /DE/ | $194.0M | 3.7M | ▲+19% Added · +577K sh | Q1 2026 | |
| 5 | BlackRock, Inc. | $105.4M | 2.0M | ▲+1.1% Added · +22K sh | Q1 2026 | |
| 6 | Asset Management One Co., Ltd. | $80.8M | 1.5M | ▲+1.7% Added · +25K sh | Q1 2026 | |
| 7 | MORGAN STANLEY | $76.2M | 1.4M | ▲+8.9% Added · +117K sh | Q1 2026 | |
| 8 | UBS Group AG | $30.4M | 573K | ▲+3.3% Added · +18K sh | Q1 2026 | |
| 9 | DEUTSCHE BANK AG\ | $18.3M | 344K | ▲+2.6% Added · +9K sh | Q1 2026 | |
| 10 | CITADEL ADVISORS LLC | $14.3M | 270K | ▲+33% Added · +66K sh | Q1 2026 | |
| 11 | Banco Santander, S.A. | $11.8M | 223K | ▲+227% Added · +155K sh | Q1 2026 | |
| 12 | AMERIPRISE FINANCIAL INC | $10.6M | 199K | ▲+27% Added · +42K sh | Q1 2026 | |
| 13 | Amundi | $9.5M | 180K | ▲+3.4% Added · +6K sh | Q1 2026 | |
| 14 | PNC FINANCIAL SERVICES GROUP, INC. | $8.4M | 158K | ▼−9.4% Reduced · −16K sh | Q1 2026 | |
| 15 | SYON CAPITAL LLC | $8.0M | 151K | ▲+0.8% Added · +1K sh | Q1 2026 | |
| 16 | WELLS FARGO & COMPANY/MN | $7.2M | 135K | ▼−2.8% Reduced · −4K sh | Q1 2026 | |
| 17 | PARTNERS CAPITAL INVESTMENT GROUP, LLP | $6.5M | 123K | ▲+3.1% Added · +4K sh | Q1 2026 | |
| 18 | Rathbones Group PLC | $6.4M | 120K | ▲+6.9% Added · +8K sh | Q1 2026 | |
| 19 | NorthCoast Asset Management LLC | $6.2M | 117K | ▲New +117K sh | Q1 2026 | |
| 20 | CITIGROUP INC | $5.9M | 112K | ▼−0.5% Reduced · −530 sh | Q1 2026 | |
| 21 | Rockefeller Capital Management L.P. | $5.7M | 108K | ▲+1.5% Added · +2K sh | Q1 2026 | |
| 22 | LPL Financial LLC | $4.7M | 89K | ▲+96% Added · +43K sh | Q1 2026 | |
| 23 | Cetera Investment Advisers | $4.7M | 88K | ▲+239% Added · +62K sh | Q1 2026 | |
| 24 | Checchi Capital Advisers, LLC | $4.1M | 78K | ▲+710% Added · +68K sh | Q1 2026 | |
| 25 | LMCG INVESTMENTS, LLC | $4.1M | 77K | ▼−11% Reduced · −10K 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.
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 69 funds | $20.5B |
| VISA INC-CLASS A SHARESV | 69 funds | $4.7B |
| APPLE INCAAPL | 68 funds | $22.6B |
| ALPHABET INC-CL AGOOGL | 68 funds | $14.7B |
| BROADCOM INCAVGO | 68 funds | $10.1B |
| ALPHABET INC-CL CGOOG | 68 funds | $8.7B |
| META PLATFORMS INC-CLASS AMETA | 68 funds | $8.4B |
| JPMORGAN CHASE & COJPM | 68 funds | $8.0B |
| ELI LILLY & COLLY | 68 funds | $4.7B |
| COSTCO WHOLESALE CORPCOST | 68 funds | $4.1B |
| MASTERCARD INC - AMA | 68 funds | $3.4B |
| CHEVRON CORPCVX | 68 funds | $3.2B |
Ranked by how many of EPP'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 + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for EPP. 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.