Among active 13F managers last quarter, 1 opened and 4 added, while 3 reduced; the largest holder to move was Whipplewood Advisors, LLC (+2.2%).
25 tracked 13F filers disclose a position in EPRF as of the latest SEC 13F filings, a combined $23.0M 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 | Royal Bank Of Canada | 867K | $14.4M | ▲+61% Added · +330K sh | Q1 2026 | |
| 2 | Wealth Enhancement Advisory Services, LLC | 104K | $1.7M | ▲+1.1% Added · +1K sh | Q2 2026 | |
| 3 | LPL Financial LLC | 71K | $1.2M | ▼−7.9% Reduced · −6K sh | Q1 2026 | |
| 4 | UBS Group AG | 70K | $1.2M | ▼−4.6% Reduced · −3K sh | Q1 2026 | |
| 5 | Osaic Holdings, Inc. | 46K | $770K | ▼−7.2% Reduced · −4K sh | Q1 2026 | |
| 6 | Whipplewood Advisors, LLC | 42K | $684K | ▲+2.2% Added · +891 sh | Q2 2026 | |
| 7 | Susquehanna International Group, LLP | 34K | $566K | ▼−31% Reduced · −15K sh | Q1 2026 | |
| 8 | Raymond James Financial Inc | 21K | $352K | ▼−20% Reduced · −5K sh | Q1 2026 | |
| 9 | AlphaCore Capital LLC | 16K | $273K | ▼−31% Reduced · −7K sh | Q2 2026 | |
| 10 | Jaffetilchin Investment Partners, LLC | 16K | $261K | ▼−31% Reduced · −7K sh | Q1 2026 | |
| 11 | Bank Of America Corp | 15K | $252K | —Held | Q1 2026 | |
| 12 | FORM Wealth Advisors, LLC | 14K | $226K | ▲+1.5% Added · +206 sh | Q2 2026 | |
| 13 | Cetera Investment Advisers | 13K | $210K | ▼−24% Reduced · −4K sh | Q1 2026 | |
| 14 | Stifel Financial Corp | 13K | $208K | ▲+1.1% Added · +134 sh | Q1 2026 | |
| 15 | Envestnet Asset Management Inc | 12K | $203K | ▲+17% Added · +2K sh | Q1 2026 | |
| 16 | Chicago Partners Investment Group LLC | 11K | $189K | ▲+1.5% Added · +171 sh | Q2 2026 | |
| 17 | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 11K | $182K | —Held | Q2 2026 | |
| 18 | Glen Eagle Advisors, LLC | 5K | $75K | ▲+20% Added · +750 sh | Q2 2026 | |
| 19 | Morgan Stanley | 4K | $62K | —Held | Q1 2026 | |
| 20 | Synergy Investment Management, LLC | 1K | $19K | ▲+1.5% Added · +17 sh | Q2 2026 | |
| 21 | Geneos Wealth Management Inc. | 1K | $16K | ▲New +1K sh | Q2 2026 | |
| 22 | NVWM, LLC | 443 | $7K | —Held | Q2 2026 | |
| 23 | Compass Financial Management LLC | 400 | $7K | ▲New +400 sh | Q2 2026 | |
| 24 | IFP Advisors, Inc | 338 | $6K | ▼−24% Reduced · −104 sh | Q2 2026 | |
| 25 | Delta Asset Management LLC | 92 | $2K | —Held | 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, 1 fund opened a new position in EPRF and 4 added to an existing one, while 3 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 |
|---|---|---|
| Apple IncAAPL | 10 funds | $511.9M |
| Nvidia CorpNVDA | 10 funds | $471.9M |
| Microsoft CorpMSFT | 10 funds | $407.6M |
| Vanguard S&P 500 ETFVOO | 10 funds | $375.1M |
| Amazon.com IncAMZN | 10 funds | $243.3M |
| Ishares Core S&P 500 ETFIVV | 10 funds | $227.0M |
| Alphabet Inc-CL AGOOGL | 10 funds | $216.6M |
| Vanguard Large-Cap ETFVV | 10 funds | $215.9M |
| SS SPDR S&P 500 ETF Trust-USSPY | 10 funds | $199.8M |
| Vanguard Total Stock MKT ETFVTI | 10 funds | $199.3M |
| Invesco QQQ Trust Series 1QQQ | 10 funds | $197.9M |
| Meta Platforms Inc-Class AMETA | 10 funds | $182.3M |
Ranked by how many of EPRF's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in EPRF.
| Class | 13F holders | Value held |
|---|---|---|
| BALTmc | 285 funds | $1.6B |
| SFLRmc | 205 funds | $1.4B |
| BUFFmc | 151 funds | $562.4M |
| ZALTmc | 104 funds | $665.6M |
| QFLRmc | 103 funds | $333.1M |
| BUFBmc | 88 funds | $175.3M |
| JAJLmc | 82 funds | $135.0M |
| ZJULmc | 79 funds | $60.6M |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
No filings captured for this ticker in the live stream yet.
Connected entities for EPRF
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/EPRF/capital-change-brief"
Use Arkolith's capital_change_brief for EPRF. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for EPRF. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.