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Funds Holding EPHE

On this page, we present all of the funds holding EPHE from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding EPHE, with a link to that fund's top holdings. The next columns indicate the amount of EPHE stock held by each of the funds holding EPHE, followed by the EPHE position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 36 funds holding EPHE within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by State of Tennessee Treasury Department. For more details on the positions held by State of Tennessee Treasury Department (or by any of the other funds holding EPHE), click the fund name in the "Holder" column of the funds-holding-EPHE table below.

HolderAmountPosition Size
($ in 1000's)
 As of
State of Tennessee Treasury Department807,505$21,900 06/30/2025
     EPHE807,505$21,900 06/30/2025
Sun Life Financial INC168,832$4,194 09/30/2025
     EPHE168,832$4,194 09/30/2025
Hsbc Holdings PLC109,132$2,711 09/30/2025
     EPHE109,132$2,711 09/30/2025
Carrera Capital Advisors99,936$2,482 09/30/2025
     EPHE99,936$2,482 09/30/2025
OLD Mission Capital LLC70,656$1,916 06/30/2025
     EPHE70,656$1,916 06/30/2025
Man Group plc61,087$1,657 06/30/2025
     EPHE61,087$1,657 06/30/2025
Natixis53,359$1,447 06/30/2025
     EPHE53,359$1,447 06/30/2025
Banque Pictet & Cie SA48,000$1,192 09/30/2025
     EPHE48,000$1,192 09/30/2025
Korea Investment CORP39,743$987 09/30/2025
     EPHE39,743$987 09/30/2025
Bank of New York Mellon Corp37,375$928 09/30/2025
     EPHE37,375$928 09/30/2025
UBS Asset Management Americas Inc.26,700$724 06/30/2025
     EPHE26,700$724 06/30/2025
Cresset Asset Management LLC22,365$556 09/30/2025
     EPHE22,365$556 09/30/2025
SBI Securities Co. Ltd.20,896$519 09/30/2025
     EPHE20,896$519 09/30/2025
UBS Group AG20,694$514 09/30/2025
     EPHE20,694$514 09/30/2025
Level Four Advisory Services LLC12,605$313 09/30/2025
     EPHE12,605$313 09/30/2025
LPL Financial LLC11,660$290 09/30/2025
     EPHE11,660$290 09/30/2025
Pekin Hardy Strauss Inc.11,325$281 09/30/2025
     EPHE11,325$281 09/30/2025
Morgan Stanley10,222$277 06/30/2025
     EPHE10,222$277 06/30/2025
Brinker Capital Investments LLC9,012$224 09/30/2025
     EPHE9,012$224 09/30/2025
Amundi8,239$222 06/30/2025
     EPHE8,239$222 06/30/2025
Banco Bilbao Vizcaya Argentaria S.A.7,404$201 06/30/2025
     EPHE7,404$201 06/30/2025
Bank of America Corp DE5,155$140 06/30/2025
     EPHE5,155$140 06/30/2025
Royal Bank of Canada2,200$60 06/30/2025
     EPHE2,200$60 06/30/2025
BlackRock Inc.1,577$39 09/30/2025
     EPHE1,577$39 09/30/2025
BOCHK Asset Management Ltd1,200$30 09/30/2025
     EPHE1,200$30 09/30/2025
Steward Partners Investment Advisory LLC500$12 09/30/2025
     EPHE500$12 09/30/2025
Federation des caisses Desjardins du Quebec368$10 06/30/2025
     EPHE368$10 06/30/2025
JPMorgan Chase & Co.166$4 09/30/2025
     EPHE166$4 09/30/2025
Bank of Montreal Can100$2 09/30/2025
     EPHE100$2 09/30/2025
Aptus Capital Advisors LLC75$2 09/30/2025
     EPHE75$2 09/30/2025
Allworth Financial LP62$2 06/30/2025
     EPHE62$2 06/30/2025
Wells Fargo & Company MN58$1 09/30/2025
     EPHE58$1 09/30/2025
AE Wealth Management LLC29$1 09/30/2025
     EPHE29$1 09/30/2025
Advisor Group Holdings Inc.43$1 06/30/2025
     EPHE43$1 06/30/2025
Principal Securities Inc.4$0 09/30/2025
     EPHE4$0 09/30/2025
Proequities Inc.0$0 06/30/2025
     EPHE0$0 06/30/2025
Tower Research Capital LLC TRC 7$0 06/30/2025
     EPHE7$0 06/30/2025

See Summary: Institutional Holders of EPHE
See Details: Top 10 Hedge Funds Holding EPHE
Also See: EPHE Holdings Changes

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