66 tracked 13F filers disclose a position in EPU as of the latest SEC 13F filings, a combined $363.0M 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 | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BANK OF NOVA SCOTIA | $242.3M | 2.9M | —Held | Q2 2026 | |
| 2 | JANE STREET GROUP, LLC | $23.1M | 286K | ▲New +286K sh | Q1 2026 | |
| 3 | MORGAN STANLEY | $12.8M | 159K | ▼−23% Reduced · −47K sh | Q1 2026 | |
| 4 | UBS Group AG | $10.9M | 135K | ▼−8.5% Reduced · −13K sh | Q1 2026 | |
| 5 | Nilsine Partners, LLC | $9.7M | 116K | ▲+2.2% Added · +3K sh | Q2 2026 | |
| 6 | WELLS FARGO & COMPANY/MN | $5.9M | 73K | ▲+33% Added · +18K sh | Q1 2026 | |
| 7 | CITADEL ADVISORS LLC | $5.3M | 66K | ▲New +66K sh | Q1 2026 | |
| 8 | Advisory Services Network, LLC | $4.4M | 54K | ▲+442% Added · +44K sh | Q1 2026 | |
| 9 | RAYMOND JAMES FINANCIAL INC | $4.3M | 54K | ▲+13% Added · +6K sh | Q1 2026 | |
| 10 | IFP Advisors, Inc | $4.1M | 49K | ▲New +49K sh | Q2 2026 | |
| 11 | Cavalier Investments, LLC | $3.7M | 46K | ▲New +46K sh | Q1 2026 | |
| 12 | NewSquare Capital LLC | $3.8M | 46K | ▼−1.9% Reduced · −905 sh | Q2 2026 | |
| 13 | Korea Investment CORP | $3.1M | 39K | —Held | Q1 2026 | |
| 14 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2.8M | 35K | ▲+376% Added · +27K sh | Q1 2026 | |
| 15 | NATIXIS | $1.8M | 23K | ▼−2.4% Reduced · −570 sh | Q1 2026 | |
| 16 | LPL Financial LLC | $1.8M | 23K | ▲+142% Added · +13K sh | Q1 2026 | |
| 17 | DAVENPORT & Co LLC | $1.8M | 22K | ▼−0.1% Reduced · −30 sh | Q2 2026 | |
| 18 | INNEALTA CAPITAL, LLC | $1.8M | 22K | ▲+5.4% Added · +1K sh | Q2 2026 | |
| 19 | BlackRock, Inc. | $1.5M | 19K | ▲90× Added · +19K sh | Q1 2026 | |
| 20 | FIFTH THIRD SECURITIES, INC. | $1.5M | 18K | ▼−8.4% Reduced · −2K sh | Q2 2026 | |
| 21 | Sanctuary Advisors, LLC | $1.5M | 17K | ▲+0.6% Added · +106 sh | Q2 2026 | |
| 22 | OSAIC HOLDINGS, INC. | $1.2M | 15K | ▲+25% Added · +3K sh | Q1 2026 | |
| 23 | SCOTIA CAPITAL INC. | $1.2M | 14K | ▲+22% Added · +3K sh | Q2 2026 | |
| 24 | Texas Yale Capital Corp. | $1.1M | 14K | —Held | Q1 2026 | |
| 25 | Mount Lucas Management LP | $1.1M | 13K | ▲+12% Added · +1K 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, 10 funds opened a new position in EPU and 13 added to an existing one, while 4 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 |
|---|---|---|
| JOHNSON & JOHNSONJNJ | 28 funds | $6.0B |
| APPLE INCAAPL | 27 funds | $35.9B |
| ADVANCED MICRO DEVICESAMD | 27 funds | $5.6B |
| NVIDIA CORPNVDA | 26 funds | $45.1B |
| MICROSOFT CORPMSFT | 26 funds | $29.9B |
| AMAZON.COM INCAMZN | 26 funds | $20.7B |
| ELI LILLY & COLLY | 26 funds | $8.9B |
| MICRON TECHNOLOGY INCMU | 26 funds | $7.9B |
| CISCO SYSTEMS INCCSCO | 26 funds | $3.8B |
| ABBOTT LABORATORIESABT | 26 funds | $2.3B |
| BROADCOM INCAVGO | 25 funds | $17.2B |
| ALPHABET INC-CL CGOOG | 25 funds | $12.7B |
Ranked by how many of EPU's institutional holders also hold each name, a cross-fund conviction signal.
| Class | 13F holders | Value held |
|---|---|---|
| IWYcs | 650 funds | $11.9B |
| AORcs | 412 funds | $1.2B |
| AOAcs | 389 funds | $659.5M |
| AOMcs | 280 funds | $617.9M |
| IWXcs | 246 funds | $3.8B |
| EUFNmc | 221 funds | $2.0B |
| IWLcs | 221 funds | $1.5B |
| IGLBcs | 200 funds | $1.8B |
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 EPU
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/EPU/capital-change-brief"
Use Arkolith's capital_change_brief for EPU. 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 EPU. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.