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Security record · archived quarter

EPOL

name pending profile ingest

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
39Tracked holders
0Δ holders
3.98MShares held
$140.16MReported value
+1New positions
−1Exits
Falling 3 quarters of rising tracked shares ●●●○○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth 0.0% · share flow -13.5% · net new positions 0.0%formula

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q2 2026 39 -3 5.16M $199.12M +3 −6
Q1 2026 43 +4 3.68M $132.42M +8 −4
Q4 2025 39 0 3.98M $140.16M +1 −1
Q3 2025 7 +1 2.19M $70.49M +1
Q2 2025 4 0 945.20K $30.49M +1 −1
Q1 2025 2 0 21.62K $605,688
Q4 2024 2 -2 40.97K $855,003 −2
Q3 2024 4 +1 163.40K $3.96M +1
Q2 2024 3 128.53K $3.15M
Holder count
Who holds it · Q4 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 JPMorgan Chase 680.40K +15.8% $23.94M 0.0% ▲ Add 2 SEC ↗
2 JPMorgan Chase 680.40K +15.8% $23.94M 0.0% ▲ Add 2 SEC ↗
3 JPMorgan Chase 680.40K +15.8% $23.94M 0.0% ▲ Add 2 SEC ↗
4 JPMorgan Chase 680.40K +15.8% $23.94M 0.0% ▲ Add 2 SEC ↗
5 JPMorgan Chase 680.40K +15.8% $23.94M 0.0% ▲ Add 2 SEC ↗
6 JPMorgan Chase 680.40K +15.8% $23.94M 0.0% ▲ Add 2 SEC ↗
7 JPMorgan Chase 680.40K +15.8% $23.94M 0.0% ▲ Add 2 SEC ↗
8 JPMorgan Chase 680.40K +15.8% $23.94M 0.0% ▲ Add 2 SEC ↗
9 Morgan Stanley 534.23K +6.3% $18.80M 0.0% ▲ Add 2 SEC ↗
10 Morgan Stanley 534.23K +6.3% $18.80M 0.0% ▲ Add 2 SEC ↗
11 Morgan Stanley 534.23K +6.3% $18.80M 0.0% ▲ Add 2 SEC ↗
12 Morgan Stanley 534.23K +6.3% $18.80M 0.0% ▲ Add 2 SEC ↗
13 Morgan Stanley 534.23K +6.3% $18.80M 0.0% ▲ Add 2 SEC ↗
14 Morgan Stanley 534.23K +6.3% $18.80M 0.0% ▲ Add 2 SEC ↗
15 Morgan Stanley 534.23K +6.3% $18.80M 0.0% ▲ Add 2 SEC ↗
16 UBS Group AG 492.00K $17.31M 0.0% n/c 1 SEC ↗
17 UBS Group AG 492.00K $17.31M 0.0% n/c 1 SEC ↗
18 Jane Street Group, Llc 400.00K $14.08M 0.0% n/c 1 SEC ↗
19 Tidal Investments LLC 229.92K $8.09M 0.0% n/c 1 SEC ↗
20 LPL Financial LLC 209.49K $7.37M 0.0% n/c 1 SEC ↗
21 TD Waterhouse Canada Inc. 187.89K $6.61M 0.0% n/c 1 SEC ↗
22 Korea Investment CORP 162.49K $5.72M 0.0% n/c 1 SEC ↗
23 Point72 Asset Management 148.70K New $5.23M 0.0% New 1 SEC ↗
24 BlackRock (passive) 145.51K -84.7% $5.12M 0.0% ▼ Trim 3 SEC ↗
25 BlackRock (passive) 145.51K -84.7% $5.12M 0.0% ▼ Trim 3 SEC ↗
26 Wells Fargo & Company/Mn 117.70K $4.14M 0.0% n/c 1 SEC ↗
27 Wells Fargo & Company/Mn 117.70K $4.14M 0.0% n/c 1 SEC ↗
28 Qube Research & Technologies Ltd 115.72K $4.07M 0.0% n/c 1 SEC ↗
29 Bank Of America Corp /De/ 96.62K $3.40M 0.0% n/c 1 SEC ↗
30 Bank Of America Corp /De/ 96.62K $3.40M 0.0% n/c 1 SEC ↗
31 Bank Of America Corp /De/ 96.62K $3.40M 0.0% n/c 1 SEC ↗
32 Bank Of America Corp /De/ 96.62K $3.40M 0.0% n/c 1 SEC ↗
33 Bank of New York Mellon Corp 81.99K $2.89M 0.0% n/c 1 SEC ↗
34 Bank of New York Mellon Corp 81.99K $2.89M 0.0% n/c 1 SEC ↗
35 Bank of New York Mellon Corp 81.99K $2.89M 0.0% n/c 1 SEC ↗
36 Susquehanna International Group, Llp 46.90K $1.65M 0.0% n/c 1 SEC ↗
37 Arrowstreet Capital 44.21K +4491.1% $1.56M 0.0% ▲ Add 7 SEC ↗
38 Royal Bank Of Canada 41.64K $1.47M 0.0% n/c 1 SEC ↗
39 Royal Bank Of Canada 41.64K $1.47M 0.0% n/c 1 SEC ↗
40 Royal Bank Of Canada 41.64K $1.47M 0.0% n/c 1 SEC ↗
41 Raymond James Financial Inc 32.65K $1.15M 0.0% n/c 1 SEC ↗
42 Raymond James Financial Inc 32.65K $1.15M 0.0% n/c 1 SEC ↗
43 Rhumbline Advisers 29.87K $1.05M 0.0% n/c 1 SEC ↗
44 MIRAE ASSET GLOBAL ETFS HOLDINGS… 25.15K $885,134 0.0% n/c 1 SEC ↗
45 Corient Private Wealth LP 22.98K $808,542 0.0% n/c 1 SEC ↗
46 Corient Private Wealth LP 22.98K $808,542 0.0% n/c 1 SEC ↗
47 Stifel Financial Corp 19.77K $695,563 0.0% n/c 1 SEC ↗
48 Osaic Holdings, Inc. 16.52K $581,285 0.0% n/c 1 SEC ↗
49 Osaic Holdings, Inc. 16.52K $581,285 0.0% n/c 1 SEC ↗
50 Mariner, LLC 15.67K $551,498 0.0% n/c 1 SEC ↗
51 Amundi 15.46K $544,143 0.0% n/c 1 SEC ↗
52 Wealthfront Advisers LLC 13.08K $460,144 0.0% n/c 1 SEC ↗
53 D. E. Shaw & Co. 11.04K -77.3% $388,392 0.0% ▼ Trim 3 SEC ↗
54 Invesco Ltd. 9.94K $349,894 0.0% n/c 1 SEC ↗
55 Cetera Investment Advisers 8.88K $312,354 0.0% n/c 1 SEC ↗
56 Mirae Asset Global Investments Co.… 8.67K $304,992 0.0% n/c 1 SEC ↗
57 HighTower Advisors, LLC 8.00K $281,646 0.0% n/c 1 SEC ↗
58 Pnc Financial Services Group, Inc. 3.60K $126,685 0.0% n/c 1 SEC ↗
59 Pnc Financial Services Group, Inc. 3.60K $126,685 0.0% n/c 1 SEC ↗
60 Pnc Financial Services Group, Inc. 3.60K $126,685 0.0% n/c 1 SEC ↗
61 National Bank Of Canada /Fi/ 2.20K $77,374 0.0% n/c 1 SEC ↗
62 Fidelity (FMR) 2.19K -2.3% $77,101 0.0% ▼ Trim 3 SEC ↗
63 Rockefeller Capital Management L.P. 944 $33,246 0.0% n/c 1 SEC ↗
64 Blair William & Co/Il 500 $17,595 0.0% n/c 1 SEC ↗
65 Northwestern Mutual Wealth… 176 $6,193 0.0% n/c 1 SEC ↗
66 Cwm, Llc 102 $4,000 0.0% n/c 1 SEC ↗
67 Nomura Asset Management Co Ltd 100 $3,519 0.0% n/c 1 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.

New buyers

Point72 Asset Management $5.23M 0.0%

Exited

Citadel Advisors $3.08M was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 115 holders, 6.99M shares, $254.62M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.

Frequently co-owned

What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q4 2025 · Methodology · Get this via the API