Security record · archived quarter
EPOL
name pending profile ingest
43Tracked holders
+4Δ holders
3.68MShares held
$132.42MReported value
+8New positions
−4Exits
Momentum inputs (comparable managers):
holder breadth +10.3% ·
share flow -7.6% ·
net new positions +9.3%
· formula
Ownership fragmentation: more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| 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 | 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 · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | JPMorgan Chase ✦ | 798.61K | +17.4% | $27.66M | 0.0% | ▲ Add | 3 | SEC ↗ ×9 |
| 2 | Morgan Stanley ✦ | 531.38K | -0.5% | $19.35M | 0.0% | ▼ Trim | 3 | SEC ↗ ×7 |
| 3 | Jane Street Group, Llc | 395.93K | -1.0% | $14.42M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | UBS Group AG | 390.88K | -20.6% | $14.23M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 5 | State Of Wisconsin Investment Board | 250.80K | New | $9.13M | 0.0% | New | 1 | SEC ↗ |
| 6 | LPL Financial LLC | 201.54K | -3.8% | $7.34M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Korea Investment CORP | 162.49K | 0.0% | $5.92M | 0.0% | Held | 2 | SEC ↗ |
| 8 | TD Waterhouse Canada Inc. | 156.82K | -16.5% | $5.71M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Wells Fargo & Company/Mn | 135.94K | +15.5% | $4.95M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 10 | Bank of New York Mellon Corp | 88.78K | +8.3% | $3.23M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 11 | Goldman Sachs Group ✦ | 80.72K | New | $2.94M | 0.0% | New | 1 | SEC ↗ |
| 12 | Bank Of America Corp /De/ | 73.92K | -23.5% | $2.69M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 13 | Point72 Asset Management ✦ | 69.20K | -53.5% | $2.52M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 14 | Osaic Holdings, Inc. | 37.80K | +128.8% | $1.38M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 15 | Raymond James Financial Inc | 34.06K | +4.3% | $1.24M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 16 | BlackRock ✦ (passive) | 24.78K | -83.0% | $902,313 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 17 | Stifel Financial Corp | 23.29K | +17.8% | $847,991 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 23.10K | -8.2% | $841,035 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 19 | Wealthfront Advisers LLC | 19.82K | +51.6% | $721,792 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Susquehanna International Group, Llp | 19.69K | -58.0% | $716,913 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 21 | Royal Bank Of Canada | 18.11K | -56.5% | $660,000 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 22 | Rhumbline Advisers | 16.68K | -44.1% | $607,464 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Mariner, LLC | 15.75K | +0.5% | $573,530 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 24 | Amundi | 13.62K | -11.9% | $495,795 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Invesco Ltd. | 12.96K | +30.4% | $471,946 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Simplex Trading, Llc | 11.19K | New | $407,537 | 0.0% | New | 1 | SEC ↗ |
| 27 | Corient Private Wealth LP | 14.25K | -38.0% | $402,566 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 28 | HighTower Advisors, LLC | 8.81K | +10.1% | $320,808 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Mirae Asset Global Investments Co.… | 8.24K | -4.9% | $300,164 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | Cetera Investment Advisers | 7.08K | -20.2% | $257,836 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Pnc Financial Services Group, Inc. | 6.43K | +78.6% | $234,154 | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 32 | Commonwealth Equity Services, Llc | 5.59K | New | $203,520 | 0.0% | New | 1 | SEC ↗ |
| 33 | Focus Partners Wealth | 5.50K | New | $200,291 | 0.0% | New | 1 | SEC ↗ |
| 34 | Belvedere Trading LLC | 4.93K | New | $179,356 | 0.0% | New | 1 | SEC ↗ |
| 35 | Fidelity (FMR) ✦ | 2.98K | +35.9% | $108,433 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 36 | National Bank Of Canada /Fi/ | 2.20K | 0.0% | $79,992 | 0.0% | Held | 2 | SEC ↗ |
| 37 | Qube Research & Technologies Ltd | 1.93K | -98.3% | $70,089 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | Bank Of Montreal /Can/ | 1.16K | New | $42,308 | 0.0% | New | 1 | SEC ↗ |
| 39 | Rockefeller Capital Management L.P. | 944 | 0.0% | $34,398 | 0.0% | Held | 2 | SEC ↗ |
| 40 | Blair William & Co/Il | 500 | 0.0% | $18,205 | 0.0% | Held | 2 | SEC ↗ |
| 41 | Cwm, Llc | 159 | +55.9% | $5,789 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 42 | Nomura Asset Management Co Ltd | 100 | 0.0% | $3,641 | 0.0% | Held | 2 | SEC ↗ |
| 43 | Bnp Paribas Financial Markets | 20 | New | $728 | 0.0% | New | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| State Of Wisconsin Investment… | $9.13M | 0.0% |
| Goldman Sachs Group | $2.94M | 0.0% |
| Simplex Trading, Llc | $407,537 | 0.0% |
| Commonwealth Equity Services… | $203,520 | 0.0% |
| Focus Partners Wealth | $200,291 | 0.0% |
| Belvedere Trading LLC | $179,356 | 0.0% |
| Bank Of Montreal /Can/ | $42,308 | 0.0% |
| Bnp Paribas Financial Markets | $728 | 0.0% |
Exited
| Tidal Investments LLC | $8.09M | was 0.0% |
| Arrowstreet Capital | $1.56M | was 0.0% |
| D. E. Shaw & Co. | $388,392 | was 0.0% |
| Northwestern Mutual Wealth… | $6,193 | 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: Q1 2026 ·
Methodology ·
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