Security record
EPOL
name pending profile ingest
39Tracked holders
-3Δ holders
5.16MShares held
$199.12MReported value
+3New positions
−6Exits
Momentum inputs (comparable managers):
holder breadth -7.1% ·
share flow +30.0% ·
net new positions -7.7%
— formula
Concentrated accumulation — rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 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 | — |
| 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 | — | — |
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passive) | 1.73M | +6871.1% | $66.70M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 2 | BlackRock ✦ (passive) | 1.73M | +6871.1% | $66.70M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 3 | JPMorgan Chase ✦ | 1.05M | +32.0% | $40.56M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 4 | JPMorgan Chase ✦ | 1.05M | +32.0% | $40.56M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 5 | JPMorgan Chase ✦ | 1.05M | +32.0% | $40.56M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 6 | JPMorgan Chase ✦ | 1.05M | +32.0% | $40.56M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 7 | JPMorgan Chase ✦ | 1.05M | +32.0% | $40.56M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 8 | JPMorgan Chase ✦ | 1.05M | +32.0% | $40.56M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 9 | JPMorgan Chase ✦ | 1.05M | +32.0% | $40.56M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 10 | JPMorgan Chase ✦ | 1.05M | +32.0% | $40.56M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 11 | Morgan Stanley ✦ | 478.85K | -9.9% | $18.49M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 12 | Morgan Stanley ✦ | 478.85K | -9.9% | $18.49M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 13 | Morgan Stanley ✦ | 478.85K | -9.9% | $18.49M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 14 | Morgan Stanley ✦ | 478.85K | -9.9% | $18.49M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 15 | Bank Of Montreal /Can/ | 388.96K | +33373.1% | $15.02M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Bank Of Montreal /Can/ | 388.96K | +33373.1% | $15.02M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Bank Of Montreal /Can/ | 388.96K | +33373.1% | $15.02M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Jane Street Group, Llc | 251.80K | -36.4% | $9.72M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 19 | Jane Street Group, Llc | 251.80K | -36.4% | $9.72M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | LPL Financial LLC | 250.30K | +24.2% | $9.66M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | UBS Group AG | 239.50K | -38.7% | $9.25M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | UBS Group AG | 239.50K | -38.7% | $9.25M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | UBS Group AG | 239.50K | -38.7% | $9.25M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | UBS Group AG | 239.50K | -38.7% | $9.25M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 25 | Bank of New York Mellon Corp | 86.62K | -2.4% | $3.34M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Bank of New York Mellon Corp | 86.62K | -2.4% | $3.34M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Bank of New York Mellon Corp | 86.62K | -2.4% | $3.34M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | Wells Fargo & Company/Mn | 86.22K | -36.6% | $3.33M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 29 | Wells Fargo & Company/Mn | 86.22K | -36.6% | $3.33M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 30 | Korea Investment CORP | 83.96K | -48.3% | $3.24M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | Susquehanna International Group, Llp | 78.92K | +300.8% | $3.05M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 32 | UBS AM, a distinct business unit of… | 56.77K | New | $2.19M | 0.0% | New | 1 | SEC ↗ |
| 33 | Bank Of America Corp /De/ | 56.26K | -23.9% | $2.17M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 34 | Bank Of America Corp /De/ | 56.26K | -23.9% | $2.17M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 35 | D. E. Shaw & Co. ✦ | 35.71K | New | $1.38M | 0.0% | New | 1 | SEC ↗ |
| 36 | Goldman Sachs Group ✦ | 34.86K | -56.8% | $1.35M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 37 | Goldman Sachs Group ✦ | 34.86K | -56.8% | $1.35M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | Osaic Holdings, Inc. | 34.40K | -9.0% | $1.33M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 39 | Osaic Holdings, Inc. | 34.40K | -9.0% | $1.33M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 40 | Raymond James Financial Inc | 31.66K | -7.0% | $1.22M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 41 | Raymond James Financial Inc | 31.66K | -7.0% | $1.22M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 42 | Royal Bank Of Canada | 22.52K | +24.3% | $869,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 43 | Royal Bank Of Canada | 22.52K | +24.3% | $869,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 44 | Royal Bank Of Canada | 22.52K | +24.3% | $869,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 45 | Wealthfront Advisers LLC | 19.30K | -2.6% | $745,096 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 46 | Simplex Trading, Llc | 18.10K | +61.7% | $698,725 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 47 | Corient Private Wealth LP | 14.43K | +1.2% | $557,035 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 48 | Amundi | 13.62K | 0.0% | $525,752 | 0.0% | Held | 3 | SEC ↗ |
| 49 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 12.62K | -45.4% | $487,104 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 50 | Invesco Ltd. | 12.43K | -4.1% | $479,922 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 51 | HighTower Advisors, LLC | 9.89K | +12.3% | $382,029 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 52 | Squarepoint Ops LLC | 8.86K | New | $342,085 | 0.0% | New | 1 | SEC ↗ |
| 53 | Mirae Asset Global Investments Co.… | 8.60K | +4.3% | $331,969 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 54 | Pnc Financial Services Group, Inc. | 8.09K | +25.8% | $312,433 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 55 | Pnc Financial Services Group, Inc. | 8.09K | +25.8% | $312,433 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 56 | Pnc Financial Services Group, Inc. | 8.09K | +25.8% | $312,433 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 57 | Cetera Investment Advisers | 6.84K | -3.3% | $264,276 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 58 | Stifel Financial Corp | 5.76K | -75.3% | $222,376 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 59 | Commonwealth Equity Services, Llc | 5.56K | -0.6% | $214,650 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 60 | Focus Partners Wealth | 5.50K | 0.0% | $212,394 | 0.0% | Held | 2 | SEC ↗ |
| 61 | Belvedere Trading LLC | 5.21K | +5.7% | $201,004 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 62 | Fidelity (FMR) ✦ | 3.30K | +10.8% | $127,341 | 0.0% | ▲ Add | 5 | SEC ↗ |
| 63 | National Bank Of Canada /Fi/ | 2.25K | +2.3% | $86,850 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 64 | Rockefeller Capital Management L.P. | 800 | -15.2% | $30,888 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 65 | Blair William & Co/Il | 500 | 0.0% | $19,305 | 0.0% | Held | 3 | SEC ↗ |
| 66 | Nomura Asset Management Co Ltd | 100 | 0.0% | $3,861 | 0.0% | Held | 3 | SEC ↗ |
| 67 | Rhumbline Advisers | 54 | -99.7% | $2,084 | 0.0% | ▼ Trim | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| UBS AM, a distinct business… | $2.19M | 0.0% |
| D. E. Shaw & Co. | $1.38M | 0.0% |
| Squarepoint Ops LLC | $342,085 | 0.0% |
Exited
| State Of Wisconsin Investment… | $9.13M | was 0.0% |
| TD Waterhouse Canada Inc. | $5.71M | was 0.0% |
| Point72 Asset Management | $2.52M | was 0.0% |
| Mariner, LLC | $573,530 | was 0.0% |
| Qube Research & Technologies… | $70,089 | was 0.0% |
| Bnp Paribas Financial Markets | $728 | 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: Q2 2026 ·
Methodology ·
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