EPSN US Equity

Epsilon Energy Ltd.

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Energy · Crude Petroleum & Natural Gas · CIK 1726126 · FYE 1231

$5.56

+0.11 (+2.02%)

USD · as of 2026-07-29 · marketstack

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Institutional ownership· 13F filers holding EPSN · 2026-Q1 methodology → sources →

100 holders

% of shares outstanding held

70.4%

Shares held (13F)

21,288,657

Reporting holders

100

Top holders

largest 100 of 100 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	Solas Capital Management, LLC	3,470,7613.5M	$21M	11.47%	TRIM -2%
2	Yorktown Energy Partners XI, L.P.	2,869,5602.9M	$18M	9.49%	ADD 3%
3	Yorktown Energy Partners X, L.P.	2,656,7052.7M	$16M	8.78%	—
4	YORKTOWN ENERGY PARTNERS IX, L.P.	1,181,1241.2M	$7M	3.90%	—
5	BlackRock, Inc.	1,029,7591.0M	$6M	3.40%	ADD 12%
6	VANGUARD CAPITAL MANAGEMENT LLC	951,495951,495	$6M	3.15%	NEW†
7	Ballast Asset Management, LP	814,322814,322	$5M	2.69%	ADD 3%
8	DIMENSIONAL FUND ADVISORS LP	813,250813,250	$5M	2.69%	ADD 2%
9	PARAGON ASSOCIATES & PARAGON ASSOCIATES II JOINT VENTURE	650,000650,000	$4M	2.15%	—
10	GEODE CAPITAL MANAGEMENT, LLC	564,779564,779	$3M	1.87%	ADD 18%
11	SEI INVESTMENTS CO	484,665484,665	$3M	1.60%	ADD 100%
12	PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.	476,880476,880	$3M	1.58%	ADD 27%
13	LPL Financial LLC	456,361456,361	$3M	1.51%	ADD 44%
14	MORGAN STANLEY	436,343436,343	$3M	1.44%	TRIM -2%
15	Clayton Partners LLC	367,953367,953	$2M	1.22%	ADD 4%
16	STATE STREET CORP	333,742333,742	$2M	1.10%	ADD 34%
17	MARSHALL WACE, LLP	325,535325,535	$2M	1.08%	TRIM -15%
18	BRIDGEWAY CAPITAL MANAGEMENT, LLC	320,414320,414	$2M	1.06%	TRIM -8%
19	Dalton Investments, Inc.	250,000250,000	$2M	0.83%	—
20	RENAISSANCE TECHNOLOGIES LLC	234,900234,900	$1M	0.78%	TRIM -4%
21	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	190,382190,382	$1M	0.63%	ADD 49%
22	CREDIT AGRICOLE S A	183,500183,500	$1M	0.61%	—
23	VANGUARD FIDUCIARY TRUST CO	171,098171,098	$1M	0.57%	NEW
24	MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC	169,400169,400	$1M	0.56%	ADD 25%
25	De Lisle Partners LLP	166,411166,411	$1M	0.55%	—
26	NORTHERN TRUST CORP	154,366154,366	$950,895	0.51%	ADD 16%
27	Verdence Capital Advisors LLC	148,563148,563	$915,151	0.49%	NEW
28	HILLMAN CO	146,597146,597	$903,038	0.48%	—
29	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	128,304128,304	$790,353	0.42%	ADD 179%
30	VANGUARD PORTFOLIO MANAGEMENT LLC	124,891124,891	$769,329	0.41%	NEW
31	GOLDMAN SACHS GROUP INC	98,86498,864	$609,002	0.33%	TRIM -12%
32	FIRST TRUST ADVISORS LP	82,69782,697	$509,413	0.27%	ADD 36%
33	AQR CAPITAL MANAGEMENT LLC	79,41779,417	$489,211	0.26%	ADD 15%
34	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	53,08453,084	$326,997	0.18%	—
35	Bank of New York Mellon Corp	49,05549,055	$302,182	0.16%	TRIM -3%
36	Squarepoint Ops LLC	48,19348,193	$296,869	0.16%	TRIM -60%
37	Empowered Funds, LLC	45,01745,017	$277,305	0.15%	NEW
38	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	42,21142,211	$260,020	0.14%	TRIM -30%
39	BARCLAYS PLC	41,95241,952	$258,425	0.14%	TRIM -39%
40	CITADEL ADVISORS LLC	34,16434,164	$210,450	0.11%	TRIM -72%
41	DEUTSCHE BANK AG\	33,41233,412	$205,818	0.11%	NEW
42	Nuveen, LLC	24,74224,742	$152,411	0.08%	—
43	SUSQUEHANNA INTERNATIONAL GROUP, LLP	23,93123,931	$147,415	0.08%	ADD 93%
44	BANK OF AMERICA CORP /DE/	22,36122,361	$137,744	0.07%	TRIM -39%
45	STRS OHIO	20,80020,800	$128,128	0.07%	TRIM -48%
46	Ethic Inc.	19,76519,765	$121,753	0.07%	NEW
47	WELLINGTON MANAGEMENT GROUP LLP	19,74419,744	$121,623	0.07%	—
48	RITHOLTZ WEALTH MANAGEMENT	19,17519,175	$118,118	0.06%	TRIM -41%
49	PRICE T ROWE ASSOCIATES INC /MD/	18,30018,300	$113,000	0.06%	NEW
50	Odyssean, LLC	18,29018,290	$112,666	0.06%	NEW
51	Turtle Creek Wealth Advisors, LLC	15,50015,500	$95,480	0.05%	NEW
52	Vanguard Personalized Indexing Management, LLC	15,02715,027	$92,566	0.05%	NEW
53	LOS ANGELES CAPITAL MANAGEMENT LLC	13,96913,969	$86,049	0.05%	NEW
54	RHUMBLINE ADVISERS	13,85013,850	$85,308	0.05%	ADD 3%
55	Invesco Ltd.	13,54613,546	$83,443	0.04%	—
56	Claro Advisors Inc.	13,29813,298	$81,916	0.04%	ADD 15%
57	CAPTRUST FINANCIAL ADVISORS	13,09413,094	$80,661	0.04%	TRIM -14%
58	ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/	12,78512,785	$78,756	0.04%	—
59	Mariner, LLC	12,28612,286	$75,691	0.04%	NEW
60	NEW YORK STATE COMMON RETIREMENT FUND	9,8009,800	$60,368	0.03%	TRIM -48%
61	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	9,5609,560	$58,890	0.03%	ADD 3%
62	JPMORGAN CHASE & CO	8,7538,753	$55,669	0.03%	TRIM -62%
63	Vanguard Global Advisers, LLC	8,6168,616	$53,075	0.03%	NEW
64	TD Waterhouse Canada Inc.	8,3498,349	$51,292	0.03%	NEW
65	WELLS FARGO & COMPANY/MN	8,1158,115	$49,989	0.03%	TRIM -62%
66	BNP PARIBAS FINANCIAL MARKETS	7,6607,660	$47,186	0.03%	TRIM -39%
67	CWM, LLC	5,2105,210	$32,094	0.02%	ADD 37%
68	Police & Firemen's Retirement System of New Jersey	4,4564,456	$27,449	0.01%	—
69	UBS Group AG	3,6153,615	$22,268	0.01%	ADD 111%
70	State of Alaska, Department of Revenue	3,3963,396	$20,000	0.01%	—
71	Russell Investments Group, Ltd.	2,9322,932	$18,061	0.01%	ADD 49%
72	FMR LLC	2,0592,059	$12,683	0.01%	ADD 815%
73	Ameritas Investment Partners, Inc.	1,9661,966	$12,111	0.01%	—
74	Tower Research Capital LLC (TRC)	1,8591,859	$11,451	0.01%	TRIM -15%
75	Legal & General Group Plc	1,7461,746	$10,755	0.01%	—
76	GAMMA Investing LLC	1,7351,735	$10,688	0.01%	NEW
77	PNC FINANCIAL SERVICES GROUP, INC.	1,3961,396	$8,599	0.00%	TRIM -41%
78	CITIGROUP INC	1,0641,064	$6,554	0.00%	TRIM -86%
79	Farther Finance Advisors, LLC	1,0311,031	$6,361	0.00%	—
80	BOYD WATTERSON ASSET MANAGEMENT LLC/OH	1,0001,000	$6,160	0.00%	—
81	Sterling Capital Management LLC	665665	$4,096	0.00%	TRIM -46%
82	SIMPLEX TRADING, LLC	526526	$3,240	0.00%	ADD 856%
83	OSAIC HOLDINGS, INC.	500500	$3,080	0.00%	TRIM -50%
84	Essential Partners LLC	375375	$2,310	0.00%	TRIM -39%
85	Allworth Financial LP	358358	$2,206	0.00%	ADD 451%
86	IFP Advisors, Inc	194194	$1,195	0.00%	TRIM -22%
87	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	176176	$1,084	0.00%	TRIM -85%
88	EverSource Wealth Advisors, LLC	175175	$1,077	0.00%	ADD 15%
89	MAI Capital Management	169169	$1,042	0.00%	ADD 839%
90	MassMutual Private Wealth & Trust, FSB	146146	$899	0.00%	NEW
91	ROTHSCHILD INVESTMENT LLC	127127	$782	0.00%	ADD 170%
92	RMG Wealth Management LLC	100100	$598	0.00%	NEW
93	SBI Securities Co., Ltd.	7272	$444	0.00%	TRIM -25%
94	Cornerstone Planning Group LLC	6868	$430	0.00%	NEW
95	True Wealth Design, LLC	5050	$308	0.00%	ADD 2400%
96	Root Financial Partners, LLC	2424	$148	0.00%	NEW
97	SJS Investment Consulting Inc.	1717	$105	0.00%	—
98	Sunbelt Securities, Inc.	44	$25	0.00%	ADD 300%
99	NISA INVESTMENT ADVISORS, LLC	33	$18	0.00%	NEW
100	Caitong International Asset Management Co., Ltd	11	$6	0.00%	NEW

† a filer this large appearing as NEW usually reflects a renamed or succeeded filing entity (the old name stops filing the same quarter) — not a brand-new position.

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 trends· top 15 holders · shares held over 6 quarters

green added · red trimmed

Holder

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

Solas Capital Management, LLC

3.8M

3.7M

3.6M

3.5M

$21M

Yorktown Energy Partners XI, L.P.

—

2.8M

2.9M

$18M

Yorktown Energy Partners X, L.P.

—

2.7M

$16M

YORKTOWN ENERGY PARTNERS IX, L.P.

—

1.2M

$7M

BlackRock, Inc.

88K

863K

898K

917K

1.0M

$6M

VANGUARD CAPITAL MANAGEMENT LLC

—

951K

$6M

Ballast Asset Management, LP

397K

403K

555K

794K

814K

$5M

DIMENSIONAL FUND ADVISORS LP

701K

717K

779K

791K

794K

813K

$5M

PARAGON ASSOCIATES & PARAGON ASSOCIATES II JOINT VENTURE

745K

650K

$4M

GEODE CAPITAL MANAGEMENT, LLC

243K

249K

487K

471K

478K

565K

$3M

SEI INVESTMENTS CO

—

242K

485K

$3M

PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.

266K

211K

312K

377K

477K

$3M

LPL Financial LLC

144K

182K

200K

297K

317K

456K

$3M

MORGAN STANLEY

12K

51K

242K

447K

436K

$3M

Clayton Partners LLC

343K

355K

368K

$2M

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.

Institutional footprint by quarter

Line breaks are honest gaps — quarters with no 13F record, or a suppressed % — never interpolated. % of shares outstanding uses today's share count for every quarter (the only count stored).

Quarter	Holders	Shares held	% shares out	Value held
2026-Q1	100	21,288,657	70.4%	$131M
2025-Q4	92	21,135,911	69.9%	$98M
2025-Q3	91	12,995,118	43.0%	$66M
2025-Q2	81	13,326,043	44.1%	$98M
2025-Q1	60	11,470,183

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.

Institutional ownership· 13F filers holding EPSN · 2026-Q1 methodology → sources →

100 holders

% of shares outstanding held

70.4%

Shares held (13F)

21,288,657

Reporting holders

100

Top holders

largest 100 of 100 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	Solas Capital Management, LLC	3,470,7613.5M	$21M	11.47%	TRIM -2%
2	Yorktown Energy Partners XI, L.P.	2,869,5602.9M	$18M	9.49%	ADD 3%
3	Yorktown Energy Partners X, L.P.	2,656,7052.7M	$16M	8.78%	—
4	YORKTOWN ENERGY PARTNERS IX, L.P.	1,181,1241.2M	$7M	3.90%	—
5	BlackRock, Inc.	1,029,7591.0M	$6M	3.40%	ADD 12%
6	VANGUARD CAPITAL MANAGEMENT LLC	951,495951,495	$6M	3.15%	NEW†
7	Ballast Asset Management, LP	814,322814,322	$5M	2.69%	ADD 3%
8	DIMENSIONAL FUND ADVISORS LP	813,250813,250	$5M	2.69%	ADD 2%
9	PARAGON ASSOCIATES & PARAGON ASSOCIATES II JOINT VENTURE	650,000650,000	$4M	2.15%	—
10	GEODE CAPITAL MANAGEMENT, LLC	564,779564,779	$3M	1.87%	ADD 18%
11	SEI INVESTMENTS CO	484,665484,665	$3M	1.60%	ADD 100%
12	PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.	476,880476,880	$3M	1.58%	ADD 27%
13	LPL Financial LLC	456,361456,361	$3M	1.51%	ADD 44%
14	MORGAN STANLEY	436,343436,343	$3M	1.44%	TRIM -2%
15	Clayton Partners LLC	367,953367,953	$2M	1.22%	ADD 4%
16	STATE STREET CORP	333,742333,742	$2M	1.10%	ADD 34%
17	MARSHALL WACE, LLP	325,535325,535	$2M	1.08%	TRIM -15%
18	BRIDGEWAY CAPITAL MANAGEMENT, LLC	320,414320,414	$2M	1.06%	TRIM -8%
19	Dalton Investments, Inc.	250,000250,000	$2M	0.83%	—
20	RENAISSANCE TECHNOLOGIES LLC	234,900234,900	$1M	0.78%	TRIM -4%
21	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	190,382190,382	$1M	0.63%	ADD 49%
22	CREDIT AGRICOLE S A	183,500183,500	$1M	0.61%	—
23	VANGUARD FIDUCIARY TRUST CO	171,098171,098	$1M	0.57%	NEW
24	MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC	169,400169,400	$1M	0.56%	ADD 25%
25	De Lisle Partners LLP	166,411166,411	$1M	0.55%	—
26	NORTHERN TRUST CORP	154,366154,366	$950,895	0.51%	ADD 16%
27	Verdence Capital Advisors LLC	148,563148,563	$915,151	0.49%	NEW
28	HILLMAN CO	146,597146,597	$903,038	0.48%	—
29	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	128,304128,304	$790,353	0.42%	ADD 179%
30	VANGUARD PORTFOLIO MANAGEMENT LLC	124,891124,891	$769,329	0.41%	NEW
31	GOLDMAN SACHS GROUP INC	98,86498,864	$609,002	0.33%	TRIM -12%
32	FIRST TRUST ADVISORS LP	82,69782,697	$509,413	0.27%	ADD 36%
33	AQR CAPITAL MANAGEMENT LLC	79,41779,417	$489,211	0.26%	ADD 15%
34	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	53,08453,084	$326,997	0.18%	—
35	Bank of New York Mellon Corp	49,05549,055	$302,182	0.16%	TRIM -3%
36	Squarepoint Ops LLC	48,19348,193	$296,869	0.16%	TRIM -60%
37	Empowered Funds, LLC	45,01745,017	$277,305	0.15%	NEW
38	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	42,21142,211	$260,020	0.14%	TRIM -30%
39	BARCLAYS PLC	41,95241,952	$258,425	0.14%	TRIM -39%
40	CITADEL ADVISORS LLC	34,16434,164	$210,450	0.11%	TRIM -72%
41	DEUTSCHE BANK AG\	33,41233,412	$205,818	0.11%	NEW
42	Nuveen, LLC	24,74224,742	$152,411	0.08%	—
43	SUSQUEHANNA INTERNATIONAL GROUP, LLP	23,93123,931	$147,415	0.08%	ADD 93%
44	BANK OF AMERICA CORP /DE/	22,36122,361	$137,744	0.07%	TRIM -39%
45	STRS OHIO	20,80020,800	$128,128	0.07%	TRIM -48%
46	Ethic Inc.	19,76519,765	$121,753	0.07%	NEW
47	WELLINGTON MANAGEMENT GROUP LLP	19,74419,744	$121,623	0.07%	—
48	RITHOLTZ WEALTH MANAGEMENT	19,17519,175	$118,118	0.06%	TRIM -41%
49	PRICE T ROWE ASSOCIATES INC /MD/	18,30018,300	$113,000	0.06%	NEW
50	Odyssean, LLC	18,29018,290	$112,666	0.06%	NEW
51	Turtle Creek Wealth Advisors, LLC	15,50015,500	$95,480	0.05%	NEW
52	Vanguard Personalized Indexing Management, LLC	15,02715,027	$92,566	0.05%	NEW
53	LOS ANGELES CAPITAL MANAGEMENT LLC	13,96913,969	$86,049	0.05%	NEW
54	RHUMBLINE ADVISERS	13,85013,850	$85,308	0.05%	ADD 3%
55	Invesco Ltd.	13,54613,546	$83,443	0.04%	—
56	Claro Advisors Inc.	13,29813,298	$81,916	0.04%	ADD 15%
57	CAPTRUST FINANCIAL ADVISORS	13,09413,094	$80,661	0.04%	TRIM -14%
58	ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/	12,78512,785	$78,756	0.04%	—
59	Mariner, LLC	12,28612,286	$75,691	0.04%	NEW
60	NEW YORK STATE COMMON RETIREMENT FUND	9,8009,800	$60,368	0.03%	TRIM -48%
61	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	9,5609,560	$58,890	0.03%	ADD 3%
62	JPMORGAN CHASE & CO	8,7538,753	$55,669	0.03%	TRIM -62%
63	Vanguard Global Advisers, LLC	8,6168,616	$53,075	0.03%	NEW
64	TD Waterhouse Canada Inc.	8,3498,349	$51,292	0.03%	NEW
65	WELLS FARGO & COMPANY/MN	8,1158,115	$49,989	0.03%	TRIM -62%
66	BNP PARIBAS FINANCIAL MARKETS	7,6607,660	$47,186	0.03%	TRIM -39%
67	CWM, LLC	5,2105,210	$32,094	0.02%	ADD 37%
68	Police & Firemen's Retirement System of New Jersey	4,4564,456	$27,449	0.01%	—
69	UBS Group AG	3,6153,615	$22,268	0.01%	ADD 111%
70	State of Alaska, Department of Revenue	3,3963,396	$20,000	0.01%	—
71	Russell Investments Group, Ltd.	2,9322,932	$18,061	0.01%	ADD 49%
72	FMR LLC	2,0592,059	$12,683	0.01%	ADD 815%
73	Ameritas Investment Partners, Inc.	1,9661,966	$12,111	0.01%	—
74	Tower Research Capital LLC (TRC)	1,8591,859	$11,451	0.01%	TRIM -15%
75	Legal & General Group Plc	1,7461,746	$10,755	0.01%	—
76	GAMMA Investing LLC	1,7351,735	$10,688	0.01%	NEW
77	PNC FINANCIAL SERVICES GROUP, INC.	1,3961,396	$8,599	0.00%	TRIM -41%
78	CITIGROUP INC	1,0641,064	$6,554	0.00%	TRIM -86%
79	Farther Finance Advisors, LLC	1,0311,031	$6,361	0.00%	—
80	BOYD WATTERSON ASSET MANAGEMENT LLC/OH	1,0001,000	$6,160	0.00%	—
81	Sterling Capital Management LLC	665665	$4,096	0.00%	TRIM -46%
82	SIMPLEX TRADING, LLC	526526	$3,240	0.00%	ADD 856%
83	OSAIC HOLDINGS, INC.	500500	$3,080	0.00%	TRIM -50%
84	Essential Partners LLC	375375	$2,310	0.00%	TRIM -39%
85	Allworth Financial LP	358358	$2,206	0.00%	ADD 451%
86	IFP Advisors, Inc	194194	$1,195	0.00%	TRIM -22%
87	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	176176	$1,084	0.00%	TRIM -85%
88	EverSource Wealth Advisors, LLC	175175	$1,077	0.00%	ADD 15%
89	MAI Capital Management	169169	$1,042	0.00%	ADD 839%
90	MassMutual Private Wealth & Trust, FSB	146146	$899	0.00%	NEW
91	ROTHSCHILD INVESTMENT LLC	127127	$782	0.00%	ADD 170%
92	RMG Wealth Management LLC	100100	$598	0.00%	NEW
93	SBI Securities Co., Ltd.	7272	$444	0.00%	TRIM -25%
94	Cornerstone Planning Group LLC	6868	$430	0.00%	NEW
95	True Wealth Design, LLC	5050	$308	0.00%	ADD 2400%
96	Root Financial Partners, LLC	2424	$148	0.00%	NEW
97	SJS Investment Consulting Inc.	1717	$105	0.00%	—
98	Sunbelt Securities, Inc.	44	$25	0.00%	ADD 300%
99	NISA INVESTMENT ADVISORS, LLC	33	$18	0.00%	NEW
100	Caitong International Asset Management Co., Ltd	11	$6	0.00%	NEW

† a filer this large appearing as NEW usually reflects a renamed or succeeded filing entity (the old name stops filing the same quarter) — not a brand-new position.

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 trends· top 15 holders · shares held over 6 quarters

green added · red trimmed

Holder

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

Solas Capital Management, LLC

3.8M

3.7M

3.6M

3.5M

$21M

Yorktown Energy Partners XI, L.P.

—

2.8M

2.9M

$18M

Yorktown Energy Partners X, L.P.

—

2.7M

$16M

YORKTOWN ENERGY PARTNERS IX, L.P.

—

1.2M

$7M

BlackRock, Inc.

88K

863K

898K

917K

1.0M

$6M

VANGUARD CAPITAL MANAGEMENT LLC

—

951K

$6M

Ballast Asset Management, LP

397K

403K

555K

794K

814K

$5M

DIMENSIONAL FUND ADVISORS LP

701K

717K

779K

791K

794K

813K

$5M

PARAGON ASSOCIATES & PARAGON ASSOCIATES II JOINT VENTURE

745K

650K

$4M

GEODE CAPITAL MANAGEMENT, LLC

243K

249K

487K

471K

478K

565K

$3M

SEI INVESTMENTS CO

—

242K

485K

$3M

PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.

266K

211K

312K

377K

477K

$3M

LPL Financial LLC

144K

182K

200K

297K

317K

456K

$3M

MORGAN STANLEY

12K

51K

242K

447K

436K

$3M

Clayton Partners LLC

343K

355K

368K

$2M

Institutional footprint by quarter

Line breaks are honest gaps — quarters with no 13F record, or a suppressed % — never interpolated. % of shares outstanding uses today's share count for every quarter (the only count stored).

Quarter	Holders	Shares held	% shares out	Value held
2026-Q1	100	21,288,657	70.4%	$131M
2025-Q4	92	21,135,911	69.9%	$98M
2025-Q3	91	12,995,118	43.0%	$66M
2025-Q2	81	13,326,043	44.1%	$98M
2025-Q1	60	11,470,183

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EPSN US Equity☆

Institutional ownership· 13F filers holding EPSN · 2026-Q1 methodology → sources →

Top holders

Holder trends· top 15 holders · shares held over 6 quarters

Institutional footprint by quarter

Institutional ownership· 13F filers holding EPSN · 2026-Q1 methodology → sources →

Top holders

Holder trends· top 15 holders · shares held over 6 quarters

Institutional footprint by quarter

EPSN US Equity