% of shares outstanding is not shown for EPOL: this is a fund line, and we hold no cover-page share count for it at any quarter — a fund's shares outstanding move with creations and redemptions rather than with issuance and buybacks, and it is not the SEC cover-page count this percentage is defined against. The figure is withheld rather than computed against a count that does not exist. Holder share counts are shown as filed.
Crowding percentile withheld — no market cap for EPOL in the served universe — the cohort is size-matched, and an unmatched percentile would compare a micro-cap register to a mega-cap one.
| # | Holder | Shares | Value | % of shares out | Δ QoQ |
|---|---|---|---|---|---|
| 1 | State of Tennessee, Department of Treasury | 1,367,8951.4M | $50M | — | TRIM -9% |
| 2 | JPMORGAN CHASE & CO | 798,609798,609 | $28M | — | ADD 17% |
| 3 | MORGAN STANLEY | 531,375531,375 | $19M | — | — |
| 4 | JANE STREET GROUP, LLC | 395,927395,927 | $14M | — | — |
| 5 | UBS Group AG | 390,877390,877 | $14M | — | TRIM -21% |
| 6 | Black Swift Group, LLC | 315,970315,970 | $12M | — | NEW |
| 7 | STATE OF WISCONSIN INVESTMENT BOARD | 250,800250,800 | $9M | — | NEW |
| 8 | BANQUE PICTET & CIE SA | 231,863231,863 | $8M | — | — |
| 9 | Robertson Stephens Wealth Management, LLC | 202,267202,267 | $7M | — | ADD 1060% |
| 10 | LPL Financial LLC | 201,542201,542 | $7M | — | TRIM -4% |
| 11 | OLD MISSION CAPITAL LLC | 173,393173,393 | $6M | — | NEW |
| 12 | Korea Investment CORP | 162,489162,489 | $6M | — | — |
| 13 | TD Waterhouse Canada Inc. | 156,825156,825 | $6M | — | TRIM -17% |
| 14 | Arlington Capital Management, Inc. | 153,657153,657 | $6M | — | — |
| 15 | Csenge Advisory Group | 141,433141,433 | $5M | — | — |
| 16 | CoreCap Advisors, LLC | 137,675137,675 | $5M | — | — |
| 17 | WELLS FARGO & COMPANY/MN | 135,945135,945 | $5M | — | ADD 16% |
| 18 | Advisory Services Network, LLC | 132,565132,565 | $5M | — | ADD 640% |
| 19 | NewSquare Capital LLC | 106,983106,983 | $4M | — | ADD 207% |
| 20 | MANCHESTER FINANCIAL INC | 94,23794,237 | $3M | — | — |
| 21 | Private Advisor Group, LLC | 89,90289,902 | $3M | — | TRIM -22% |
| 22 | Bank of New York Mellon Corp | 88,78488,784 | $3M | — | ADD 8% |
| 23 | GOLDMAN SACHS GROUP INC | 80,72080,720 | $3M | — | NEW |
| 24 | My Portfolio Guide, LLC | 77,57977,579 | $3M | — | NEW |
| 25 | BANK OF AMERICA CORP /DE/ | 73,92373,923 | $3M | — | TRIM -23% |
| 26 | Spectrum Strategic Capital Management, LLC | 70,64670,646 | $3M | — | ADD 2% |
| 27 | Point72 Asset Management, L.P. | 69,20169,201 | $3M | — | TRIM -53% |
| 28 | Accordant Advisory Group Inc | 54,54954,549 | $2M | — | — |
| 29 | Cavalier Investments, LLC | 50,04450,044 | $2M | — | TRIM -8% |
| 30 | Monument Capital Management | 49,47349,473 | $2M | — | NEW |
| 31 | GFS Advisors, LLC | 30,87030,870 | $2M | — | ADD 54% |
| 32 | Knights of Columbus Asset Advisors LLC | 47,36047,360 | $2M | — | NEW |
| 33 | Sepio Capital, LP | 42,35842,358 | $2M | — | TRIM -69% |
| 34 | DAVENPORT & Co LLC | 40,72240,722 | $1M | — | ADD 5% |
| 35 | Cobblestone Asset Management LLC | 38,93738,937 | $1M | — | TRIM -3% |
| 36 | Militia Capital Management LLC | 38,00038,000 | $1M | — | NEW |
| 37 | OSAIC HOLDINGS, INC. | 37,80237,802 | $1M | — | ADD 129% |
| 38 | Sanctuary Advisors, LLC | 37,78037,780 | $1M | — | — |
| 39 | Apollon Wealth Management, LLC | 35,82835,828 | $1M | — | ADD 14% |
| 40 | RAYMOND JAMES FINANCIAL INC | 34,06034,060 | $1M | — | ADD 4% |
| 41 | SBI Securities Co., Ltd. | 30,17830,178 | $1M | — | TRIM -60% |
| 42 | Freestone Capital Holdings, LLC | 28,70628,706 | $1M | — | — |
| 43 | Mount Lucas Management LP | 27,69327,693 | $1M | — | TRIM -4% |
| 44 | SeaCrest Wealth Management, LLC | 27,55027,550 | $1M | — | — |
| 45 | ZACKS INVESTMENT MANAGEMENT | 25,46225,462 | $927,083 | — | ADD 79% |
| 46 | BlackRock, Inc. | 24,78224,782 | $902,313 | — | TRIM -83% |
| 47 | STIFEL FINANCIAL CORP | 23,29023,290 | $847,991 | — | ADD 18% |
| 48 | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 23,09923,099 | $841,035 | — | TRIM -8% |
| 49 | Kaizen Financial Strategies | 18,31518,315 | $731,313 | — | ADD 3% |
| 50 | Wealthfront Advisers LLC | 19,82419,824 | $721,792 | — | ADD 52% |
| 51 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 19,69019,690 | $716,913 | — | TRIM -58% |
| 52 | ROYAL BANK OF CANADA | 18,11118,111 | $660,000 | — | TRIM -57% |
| 53 | Elm3 Financial Group, LLC | 17,63017,630 | $641,895 | — | — |
| 54 | Cambridge Investment Research Advisors, Inc. | 16,99816,998 | $619,000 | — | ADD 26% |
| 55 | Steadtrust LLC | 17,00017,000 | $618,970 | — | — |
| 56 | SCOTIA CAPITAL INC. | 16,81716,817 | $612,310 | — | — |
| 57 | Solstein Capital, LLC | 16,75816,758 | $610,159 | — | ADD 1436% |
| 58 | RHUMBLINE ADVISERS | 16,68416,684 | $607,464 | — | TRIM -44% |
| 59 | Mariner, LLC | 15,75215,752 | $573,530 | — | — |
| 60 | Carnegie Investment Counsel | 14,64214,642 | $533,115 | — | ADD 19% |
| 61 | Amundi | 13,61713,617 | $495,795 | — | TRIM -12% |
| 62 | Invesco Ltd. | 12,96212,962 | $471,946 | — | ADD 30% |
| 63 | TRUST CO OF OKLAHOMA | 12,16712,167 | $443,000 | — | ADD 94% |
| 64 | KKM Financial LLC | 12,46912,469 | $438,784 | — | — |
| 65 | Arrow Investment Advisors, LLC | 11,74111,741 | $427,490 | — | ADD 2% |
| 66 | EWA, LLC | 11,23211,232 | $408,954 | — | — |
| 67 | SIMPLEX TRADING, LLC | 11,19311,193 | $407,537 | — | NEW |
| 68 | Corient Private Wealth LLC | 14,25414,254 | $402,566 | — | TRIM -38% |
| 69 | Centiva Capital, LP | 10,00010,000 | $364,100 | — | TRIM -33% |
| 70 | HighTower Advisors, LLC | 8,8118,811 | $320,808 | — | ADD 10% |
| 71 | Mirae Asset Global Investments Co., Ltd. | 8,2448,244 | $300,164 | — | TRIM -5% |
| 72 | Cetera Investment Advisers | 7,0817,081 | $257,836 | — | TRIM -20% |
| 73 | Caprock Group, LLC | 7,0697,069 | $257,382 | — | TRIM -4% |
| 74 | Equitable Holdings, Inc. | 7,1007,100 | $249,849 | — | TRIM -2% |
| 75 | PRIVATE TRUST CO NA | 6,6206,620 | $241,034 | — | ADD 28% |
| 76 | PNC FINANCIAL SERVICES GROUP, INC. | 6,4316,431 | $234,154 | — | ADD 79% |
| 77 | CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 6,2006,200 | $225,339 | — | TRIM -80% |
| 78 | Ashton Thomas Private Wealth, LLC | 5,7005,700 | $207,537 | — | NEW |
| 79 | COMMONWEALTH EQUITY SERVICES, LLC | 5,5905,590 | $203,520 | — | NEW |
| 80 | Focus Partners Wealth | 5,5015,501 | $200,291 | — | NEW |
| 81 | Belvedere Trading LLC | 4,9264,926 | $179,356 | — | NEW |
| 82 | AlphaCentric Advisors LLC | 4,3714,371 | $159,148 | — | — |
| 83 | Blue Trust, Inc. | 4,1544,154 | $151,247 | — | — |
| 84 | IFP Advisors, Inc | 3,7093,709 | $135,045 | — | NEW |
| 85 | FMR LLC | 2,9782,978 | $108,433 | — | ADD 36% |
| 86 | NATIONAL BANK OF CANADA /FI/ | 2,2002,200 | $79,992 | — | — |
| 87 | Qube Research & Technologies Ltd | 1,9251,925 | $70,089 | — | TRIM -98% |
| 88 | Western Wealth Management, LLC | 1,8991,899 | $69,159 | — | NEW |
| 89 | BARTLETT & CO. WEALTH MANAGEMENT LLC | 1,5001,500 | $57,000 | — | NEW |
| 90 | Rossby Financial, LCC | 1,1951,195 | $43,594 | — | NEW |
| 91 | BANK OF MONTREAL /CAN/ | 1,1621,162 | $42,308 | — | NEW |
| 92 | Fourth Dimension Wealth, LLC | 1,1061,106 | $40,269 | — | — |
| 93 | Farther Finance Advisors, LLC | 959959 | $34,984 | — | TRIM -19% |
| 94 | Rockefeller Capital Management L.P. | 944944 | $34,398 | — | — |
| 95 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 926926 | $33,716 | — | — |
| 96 | Steward Partners Investment Advisory, LLC | 659659 | $23,977 | — | TRIM -98% |
| 97 | Parallel Advisors, LLC | 524524 | $19,079 | — | ADD 5140% |
| 98 | BLAIR WILLIAM & CO/IL | 500500 | $18,205 | — | — |
| 99 | MAI Capital Management | 470470 | $17,113 | — | NEW |
| 100 | Federation des caisses Desjardins du Quebec | 400400 | $14,564 | — | ADD 60% |
Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.
| Holder | 2024-Q4 | 2025-Q1 | 2025-Q2 | 2025-Q3 | 2025-Q4 | 2026-Q1 | Latest value |
|---|---|---|---|---|---|---|---|
| State of Tennessee, Department of Treasury | 1.7M | 1.5M | 1.6M | 1.6M | 1.5M | 1.4M | $50M |
| JPMORGAN CHASE & CO | 660 | 211K | 298K | 588K | 680K | 799K | $28M |
| MORGAN STANLEY | 402K | 335K | 466K | 503K | 534K | 531K | $19M |
| JANE STREET GROUP, LLC | — | — | 852K | — | 400K | 396K | $14M |
| UBS Group AG | 269K | 296K | 301K | 421K | 492K | 391K | $14M |
| Black Swift Group, LLC | — | — | — | — | — | 316K | $12M |
| STATE OF WISCONSIN INVESTMENT BOARD | — | — | — | — | — | 251K | $9M |
| BANQUE PICTET & CIE SA | 105K | 206K | 231K | 240K | 235K | 232K | $8M |
| Robertson Stephens Wealth Management, LLC | — | — | — | — | 17K | 202K | $7M |
| LPL Financial LLC | 157K | 186K | 292K | 224K | 209K | 202K | $7M |
| OLD MISSION CAPITAL LLC | 409K | — | — | 114K | — | 173K | $6M |
| Korea Investment CORP | 162K | 162K | 162K | 162K | 162K | 162K | $6M |
| TD Waterhouse Canada Inc. | — | 3K | 209K | 97K | 188K | 157K | $6M |
| Arlington Capital Management, Inc. | 96K | 55K | 133K | 105K | 157K | 154K | $6M |
| Csenge Advisory Group | — | — | — | 135K | 141K | 141K | $5M |
Shares reported each quarter by the largest current holders. Green = added vs the prior filing, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.
Holder count only — too few computable %-of-shares-outstanding quarters for a % pane. Line breaks are quarters with no 13F record, never interpolated.
Short interest has its own tab now — open SI →
Source: SEC Form 13F — every institution manager (≥ $100M in 13F securities) reporting a long US-listed position, across ~10,250 filers over 10 years of history. 13F is long-only, US-listed, filed up to 45 days after quarter-end.
| Biggest buyers | Δ shares | Δ value | |
|---|---|---|---|
| Black Swift Group, LLC | +315,970 | $12M | OPEN |
| STATE OF WISCONSIN INVESTMENT BOARD | +250,800 | $9M | OPEN |
| Robertson Stephens Wealth Management, LLC | +184,836 | $7M | ADD |
| OLD MISSION CAPITAL LLC | +173,393 | $6M | OPEN |
| JPMORGAN CHASE & CO | +118,210 | $4M | ADD |
| Biggest sellers | Δ shares | Δ value | |
|---|---|---|---|
| Tidal Investments LLC | −229,916 | $8M | CLOSE |
| State of Tennessee, Department of Treasury | −127,708 | $5M | TRIM |
| BlackRock, Inc. | −120,733 | $4M | TRIM |
| Qube Research & Technologies Ltd | −113,796 | $4M | TRIM |
| Nilsine Partners, LLC | −102,376 | $4M | CLOSE |
The 2025-Q4 register is as-filed in ITS OWN share basis; every count below was rebased into the 2026-Q1 basis (no split in between, factor 1). Dollar figures value the SHARE delta at one price — the 2026-03-31 close — rather than differencing two filings' own reported values, which would mix the quarter's price move into the trade figure.
13Fs disclose LONG US-listed positions only — shorts, most derivatives, bonds and non-US listings are invisible here, and a filer's quarter-over-quarter change is not necessarily a trade (index rebalances, in-kind transfers and entity successions all read as flow).
| Quarter | Holders | Shares held | % shares out | Value held |
|---|---|---|---|---|
| 2026-Q1 | 116 | 7,812,339 | — | $284M |
| 2025-Q4 | 111 | 7,843,973 | — | $280M |
| 2025-Q3 | 103 | 8,084,422 | — | $260M |
| 2025-Q2 | 99 | 8,107,634 | — | $262M |
| 2025-Q1 | 90 | 5,102,244 | — | $143M |
| 2024-Q4 | 59 | 4,663,673 | — | $98M |
| 2024-Q3 | 71 | 7,329,418 | — | $178M |
| 2024-Q2 | 71 | 9,288,017 | — | $228M |
| 2024-Q1 | 70 | 9,165,317 | — | $216M |
| 2023-Q4 | 71 | 7,699,660 | — | $174M |
| 2023-Q3 | 60 | 5,056,066 | — | $87M |
| 2023-Q2 | 65 | 6,433,690 | — | $123M |
| 2023-Q1 | 56 | 8,603,475 | — | $133M |
| 2022-Q4 | 48 | 3,700,199 | — | $57M |
| 2022-Q3 | 39 | 4,046,245 | — | $44M |
| 2022-Q2 | 48 | 4,650,422 | — | $71M |
| 2022-Q1 | 45 | 5,899,749 | — | $112M |
| 2021-Q4 | 47 | 5,805,009 | — | $122M |
| 2021-Q3 | 46 | 5,088,831 | — | $112M |
| 2021-Q2 | 50 | 6,015,594 | — | $129M |
| 2021-Q1 | 53 | 4,737,516 | — | $86M |
| 2020-Q4 | 52 | 5,474,373 | — | $104M |
| 2020-Q3 | 48 | 5,028,356 | — | $83M |
| 2020-Q2 | 57 | 5,104,699 | — | $84M |
| 2020-Q1 | 48 | 5,088,060 | — | $70M |
| 2019-Q4 | 62 | 5,604,141 | — | $118M |
| 2019-Q3 | 59 | 6,035,408 | — | $125M |
| 2019-Q2 | 63 | 6,009,947 | — | $143M |
| 2019-Q1 | 65 | 5,464,562 | — | $125M |
| 2018-Q4 | 74 | 5,834,940 | — | $134M |
| 2018-Q3 | 74 | 5,602,270 | — | $139M |
| 2018-Q2 | 73 | 6,117,445 | — | $134M |
| 2018-Q1 | 86 | 7,151,192 | — | $179M |
| 2017-Q4 | 77 | 7,153,329 | — | $194M |
| 2017-Q3 | 71 | 6,267,123 | — | $166M |
| 2017-Q2 | 72 | 6,756,662 | — | $164M |
| 2017-Q1 | 67 | 6,804,612 | — | $147M |
| 2016-Q4 | 51 | 7,469,402 | — | $135M |
| 2016-Q3 | 55 | 6,686,151 | — | $122M |
| 2016-Q2 | 54 | 5,883,769 | — | $100M |
| 2016-Q1 | 49 | 6,234,813 | — | $126M |
| 2015-Q4 | 54 | 5,253,813 | — | $95M |
| 2015-Q3 | 52 | 5,892,835 | — | $123M |
| 2015-Q2 | 51 | 6,012,495 | — | $137M |
| 2015-Q1 | 54 | 4,572,919 | — | $107M |
| 2014-Q4 | 52 | 4,387,065 | — | $106M |
| 2014-Q3 | 66 | 6,255,626 | — | $182M |
| 2014-Q2 | 77 | 9,473,302 | — | $283M |
| 2014-Q1 | 64 | 6,547,096 | — | $197M |
| 2013-Q4 | 60 | 6,399,873 | — | $190M |
| 2013-Q3 | 44 | 5,737,881 | — | $164M |
| 2013-Q2 | 35 | 2,165,109 | — | $53M |
| 2013-Q1 | 4 | 32,430 | — | $833,000 |
