Security record · archived quarter
EPOL
name pending profile ingest
39Tracked holders
0Δ holders
3.98MShares held
$140.16MReported value
+1New positions
−1Exits
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
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 37 | -3 | 5.14M | $198.21M | +3 | −8 |
| 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 | n/a |
| Q2 2025 | 4 | 0 | 945.20K | $30.49M | +1 | −1 |
| Q1 2025 | 2 | 0 | 21.62K | $605,688 | n/a | n/a |
| Q4 2024 | 2 | -2 | 40.97K | $855,003 | n/a | −2 |
| Q3 2024 | 4 | +1 | 163.40K | $3.96M | +1 | n/a |
| Q2 2024 | 3 | n/a | 128.53K | $3.15M | n/a | n/a |
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | JPMorgan Chase ✦ | 680.40K | +15.8% | $23.94M | 0.0% | ▲ Add | 2 | SEC ↗ ×8 |
| 2 | Morgan Stanley ✦ | 534.23K | +6.3% | $18.80M | 0.0% | ▲ Add | 2 | SEC ↗ ×7 |
| 3 | UBS Group AG | 492.00K | n/a | $17.31M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 4 | Jane Street Group, Llc | 400.00K | n/a | $14.08M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | Tidal Investments LLC | 229.92K | n/a | $8.09M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | LPL Financial LLC | 209.49K | n/a | $7.37M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | TD Waterhouse Canada Inc. | 187.89K | n/a | $6.61M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | Korea Investment CORP | 162.49K | n/a | $5.72M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | Point72 Asset Management ✦ | 148.70K | New | $5.23M | 0.0% | New | 1 | SEC ↗ |
| 10 | BlackRock ✦ (passive) | 145.51K | -84.7% | $5.12M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 11 | Wells Fargo & Company/Mn | 117.70K | n/a | $4.14M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 12 | Qube Research & Technologies Ltd | 115.72K | n/a | $4.07M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | Bank Of America Corp /De/ | 96.62K | n/a | $3.40M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 14 | Bank of New York Mellon Corp | 81.99K | n/a | $2.89M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 15 | Susquehanna International Group, Llp | 46.90K | n/a | $1.65M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | Arrowstreet Capital ✦ | 44.21K | +4491.1% | $1.56M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 17 | Royal Bank Of Canada | 41.64K | n/a | $1.47M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 18 | Raymond James Financial Inc | 32.65K | n/a | $1.15M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 19 | Rhumbline Advisers | 29.87K | n/a | $1.05M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 25.15K | n/a | $885,134 | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Corient Private Wealth LP | 22.98K | n/a | $808,542 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 22 | Stifel Financial Corp | 19.77K | n/a | $695,563 | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Osaic Holdings, Inc. | 16.52K | n/a | $581,285 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 24 | Mariner, LLC | 15.67K | n/a | $551,498 | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Amundi | 15.46K | n/a | $544,143 | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Wealthfront Advisers LLC | 13.08K | n/a | $460,144 | 0.0% | n/c | 1 | SEC ↗ |
| 27 | D. E. Shaw & Co. ✦ | 11.04K | -77.3% | $388,392 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | Invesco Ltd. | 9.94K | n/a | $349,894 | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Cetera Investment Advisers | 8.88K | n/a | $312,354 | 0.0% | n/c | 1 | SEC ↗ |
| 30 | Mirae Asset Global Investments Co.… | 8.67K | n/a | $304,992 | 0.0% | n/c | 1 | SEC ↗ |
| 31 | HighTower Advisors, LLC | 8.00K | n/a | $281,646 | 0.0% | n/c | 1 | SEC ↗ |
| 32 | Pnc Financial Services Group, Inc. | 3.60K | n/a | $126,685 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 33 | National Bank Of Canada /Fi/ | 2.20K | n/a | $77,374 | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Fidelity (FMR) ✦ | 2.19K | -2.3% | $77,101 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 35 | Rockefeller Capital Management L.P. | 944 | n/a | $33,246 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Blair William & Co/Il | 500 | n/a | $17,595 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Northwestern Mutual Wealth… | 176 | n/a | $6,193 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Cwm, Llc | 102 | n/a | $4,000 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Nomura Asset Management Co Ltd | 100 | n/a | $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 ·
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