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On this page, we present all of the funds holding EPI from our database of 13F filers, detailed in the table below.
The first column indicates the name of each of the funds holding EPI, with a link to that fund's top holdings. The next columns
indicate the amount of EPI stock held by each of the funds holding EPI, followed by the EPI position size held by the fund, and lastly the
date of the quarterly filing period the data represents. In total, we count 226 funds holding EPI within the last two filing periods in our coverage universe of 13F filers,
with the largest position size having been reported by Morgan Stanley. For more details on the positions held by Morgan Stanley
(or by any of the other funds holding EPI), click the fund name in the "Holder" column of the funds-holding-EPI table below.
| Holder | Amount | Position Size
($ in 1000's) | As of |
|---|
 Morgan Stanley | 2,245,229 | $92,054 | 12/31/2023 | | EPI | 2,245,229 | $92,054 | 12/31/2023 | | Driehaus Capital Management LLC | 1,927,795 | $79,040 | 12/31/2023 | | EPI | 1,927,795 | $79,040 | 12/31/2023 | | BlackRock Inc. | 1,588,185 | $65,116 | 12/31/2023 | | EPI | 1,588,185 | $65,116 | 12/31/2023 | | Assetmark Inc. | 1,495,425 | $61,312 | 12/31/2023 | | EPI | 1,495,425 | $61,312 | 12/31/2023 | | Meitav Dash Investments Ltd. | 1,387,592 | $56,857 | 12/31/2023 | | EPI | 1,387,592 | $56,857 | 12/31/2023 | | Wellington Management Group LLP | 1,377,687 | $56,485 | 12/31/2023 | | EPI | 1,377,687 | $56,485 | 12/31/2023 | | Miracle Mile Advisors LLC | 915,966 | $39,899 | 03/31/2024 | | EPI | 915,966 | $39,899 | 03/31/2024 | | LPL Financial LLC | 801,545 | $32,863 | 12/31/2023 | | EPI | 801,545 | $32,863 | 12/31/2023 | | Thrivent Financial for Lutherans | 701,298 | $28,753 | 12/31/2023 | | EPI | 701,298 | $28,753 | 12/31/2023 | | UBS Group AG | 568,580 | $23,312 | 12/31/2023 | | EPI | 568,580 | $23,312 | 12/31/2023 | | New Vernon Capital Holdings II LLC | 518,885 | $21,274 | 12/31/2023 | | EPI | 518,885 | $21,274 | 12/31/2023 | | Bank of America Corp DE | 456,748 | $18,727 | 12/31/2023 | | EPI | 456,748 | $18,727 | 12/31/2023 | | Wells Fargo & Company MN | 433,478 | $17,773 | 12/31/2023 | | EPI | 433,478 | $17,773 | 12/31/2023 | | Catalyst Capital Advisors LLC | 405,247 | $17,653 | 03/31/2024 | | EPI | 405,247 | $17,653 | 03/31/2024 | | Wright Fund Managment LLC | 403,801 | $16,556 | 12/31/2023 | | EPI | 403,801 | $16,556 | 12/31/2023 | | Millburn Ridgefield Corp | 384,523 | $15,765 | 12/31/2023 | | EPI | 384,523 | $15,765 | 12/31/2023 | | HighTower Advisors LLC | 362,032 | $14,822 | 12/31/2023 | | EPI | 362,032 | $14,822 | 12/31/2023 | | Ameriprise Financial Inc. | 340,664 | $13,948 | 12/31/2023 | | EPI | 340,664 | $13,948 | 12/31/2023 | | Renaissance Technologies LLC | 334,400 | $13,710 | 12/31/2023 | | EPI | 334,400 | $13,710 | 12/31/2023 | | Royal Bank of Canada | 286,211 | $11,735 | 12/31/2023 | | EPI | 286,211 | $11,735 | 12/31/2023 | | Cullen Capital Management LLC | 243,786 | $9,995 | 12/31/2023 | | EPI | 243,786 | $9,995 | 12/31/2023 | | Northwestern Mutual Wealth Management Co. | 239,159 | $9,806 | 12/31/2023 | | EPI | 239,159 | $9,806 | 12/31/2023 | | Randolph Co Inc | 214,582 | $9,347 | 03/31/2024 | | EPI | 214,582 | $9,347 | 03/31/2024 | | Black Swift Group LLC | 213,798 | $8,766 | 12/31/2023 | | EPI | 213,798 | $8,766 | 12/31/2023 | | Massachusetts Financial Services Co. MA | 213,120 | $8,738 | 12/31/2023 | | EPI | 213,120 | $8,738 | 12/31/2023 | | Whitaker Myers Wealth Managers LTD. | 180,045 | $7,843 | 03/31/2024 | | EPI | 180,045 | $7,843 | 03/31/2024 | | Advisor Group Holdings Inc. | 179,161 | $7,346 | 12/31/2023 | | EPI | 179,161 | $7,346 | 12/31/2023 | | JPMorgan Chase & Co. | 175,867 | $7,211 | 12/31/2023 | | EPI | 175,867 | $7,211 | 12/31/2023 | | Citigroup Inc. | 173,963 | $7,132 | 12/31/2023 | | EPI | 173,963 | $7,132 | 12/31/2023 | | Venture Visionary Partners LLC | 149,309 | $6,122 | 12/31/2023 | | EPI | 149,309 | $6,122 | 12/31/2023 | | Raymond James & Associates | 134,668 | $5,866 | 03/31/2024 | | EPI | 134,668 | $5,866 | 03/31/2024 | | Carmel Capital Management L.L.C. | 128,405 | $5,593 | 03/31/2024 | | EPI | 128,405 | $5,593 | 03/31/2024 | | Yahav Achim Ve Achayot Provident Funds Management Co Ltd. | 122,499 | $5,018 | 12/31/2023 | | EPI | 122,499 | $5,018 | 12/31/2023 | | OLD Mission Capital LLC | 116,417 | $4,773 | 12/31/2023 | | EPI | 116,417 | $4,773 | 12/31/2023 | | Raymond James Financial Services Advisors Inc. | 107,158 | $4,668 | 03/31/2024 | | EPI | 107,158 | $4,668 | 03/31/2024 | | Arrowstreet Capital Limited Partnership | 112,242 | $4,602 | 12/31/2023 | | EPI | 112,242 | $4,602 | 12/31/2023 | | MONECO Advisors LLC | 93,898 | $4,090 | 03/31/2024 | | EPI | 93,898 | $4,090 | 03/31/2024 | | Theory Financial LLC | 97,187 | $3,985 | 12/31/2023 | | EPI | 97,187 | $3,985 | 12/31/2023 | | Strategic Wealth Designers | 95,889 | $3,931 | 12/31/2023 | | EPI | 95,889 | $3,931 | 12/31/2023 | | Leibman Financial Services Inc. | 82,683 | $3,602 | 03/31/2024 | | EPI | 82,683 | $3,602 | 03/31/2024 | | MML Investors Services LLC | 86,219 | $3,535 | 12/31/2023 | | EPI | 86,219 | $3,535 | 12/31/2023 |  Citadel Advisors LLC | | $3,449 | 12/31/2023 | | EPI | 63,598 | $2,608 | 12/31/2023 | | Call | 20,700 | $849 | 12/31/2023 | | Put | 200 | $8 | 12/31/2023 | | Equitable Holdings Inc. | 80,599 | $3,305 | 12/31/2023 | | EPI | 80,599 | $3,305 | 12/31/2023 | | Park Avenue Securities LLC | 69,022 | $3,007 | 03/31/2024 | | EPI | 69,022 | $3,007 | 03/31/2024 | | Amundi | 72,500 | $2,984 | 12/31/2023 | | EPI | 72,500 | $2,984 | 12/31/2023 | | Baird Financial Group Inc. | 72,772 | $2,984 | 12/31/2023 | | EPI | 72,772 | $2,984 | 12/31/2023 | | Envestnet Asset Management Inc. | 68,915 | $2,826 | 12/31/2023 | | EPI | 68,915 | $2,826 | 12/31/2023 | | Hsbc Holdings PLC | 66,684 | $2,737 | 12/31/2023 | | EPI | 66,684 | $2,737 | 12/31/2023 | | Private Advisor Group LLC | 65,788 | $2,698 | 12/31/2023 | | EPI | 65,788 | $2,698 | 12/31/2023 | | ING Groep NV | 65,400 | $2,681 | 12/31/2023 | | EPI | 65,400 | $2,681 | 12/31/2023 | | Meditor Group Ltd | 60,700 | $2,644 | 03/31/2024 | | EPI | 60,700 | $2,644 | 03/31/2024 | | Perpetual Ltd | 60,197 | $2,622 | 03/31/2024 | | EPI | 60,197 | $2,622 | 03/31/2024 | | GSB Wealth Management LLC | 60,892 | $2,497 | 12/31/2023 | | EPI | 60,892 | $2,497 | 12/31/2023 | | Ferguson Shapiro LLC | 56,018 | $2,440 | 03/31/2024 | | EPI | 56,018 | $2,440 | 03/31/2024 | | Inspire Advisors LLC | 57,183 | $2,345 | 12/31/2023 | | EPI | 57,183 | $2,345 | 12/31/2023 | | Cohen Klingenstein LLC | 53,600 | $2,335 | 03/31/2024 | | EPI | 53,600 | $2,335 | 03/31/2024 | | Wealthfront Advisers LLC | 47,921 | $2,087 | 03/31/2024 | | EPI | 47,921 | $2,087 | 03/31/2024 | | Centaurus Financial Inc. | 47,894 | $1,964 | 12/31/2023 | | EPI | 47,894 | $1,964 | 12/31/2023 | | Cetera Investment Advisers | 44,683 | $1,832 | 12/31/2023 | | EPI | 44,683 | $1,832 | 12/31/2023 | | Redhawk Wealth Advisors Inc. | 44,532 | $1,826 | 12/31/2023 | | EPI | 44,532 | $1,826 | 12/31/2023 | | SG Americas Securities LLC | 38,872 | $1,594 | 12/31/2023 | | EPI | 38,872 | $1,594 | 12/31/2023 | | Goldman Sachs Group Inc. | 36,631 | $1,502 | 12/31/2023 | | EPI | 36,631 | $1,502 | 12/31/2023 | | Cambridge Investment Research Advisors Inc. | 34,390 | $1,498 | 03/31/2024 | | EPI | 34,390 | $1,498 | 03/31/2024 | | GWM Advisors LLC | 36,037 | $1,482 | 12/31/2023 | | EPI | 36,037 | $1,482 | 12/31/2023 | | Fiduciary Alliance LLC | 31,114 | $1,360 | 03/31/2024 | | EPI | 31,114 | $1,360 | 03/31/2024 | | Integrated Wealth Concepts LLC | 32,205 | $1,320 | 12/31/2023 | | EPI | 32,205 | $1,320 | 12/31/2023 | | Credit Suisse AG | 31,905 | $1,308 | 12/31/2023 | | EPI | 31,905 | $1,308 | 12/31/2023 | | Csenge Advisory Group | 30,785 | $1,262 | 12/31/2023 | | EPI | 30,785 | $1,262 | 12/31/2023 | | Beacon Pointe Advisors LLC | 30,680 | $1,258 | 12/31/2023 | | EPI | 30,680 | $1,258 | 12/31/2023 | | Portland Global Advisors LLC | 30,525 | $1,252 | 12/31/2023 | | EPI | 30,525 | $1,252 | 12/31/2023 | | Narus Financial Partners LLC | 28,454 | $1,239 | 03/31/2024 | | EPI | 28,454 | $1,239 | 03/31/2024 | | Nations Financial Group Inc. IA ADV | 28,072 | $1,223 | 03/31/2024 | | EPI | 28,072 | $1,223 | 03/31/2024 | | Stifel Financial Corp | 29,394 | $1,205 | 12/31/2023 | | EPI | 29,394 | $1,205 | 12/31/2023 | | Kestra Advisory Services LLC | 29,398 | $1,205 | 12/31/2023 | | EPI | 29,398 | $1,205 | 12/31/2023 | | Level Four Advisory Services LLC | 28,564 | $1,171 | 12/31/2023 | | EPI | 28,564 | $1,171 | 12/31/2023 | | AlphaMark Advisors LLC | 24,445 | $1,065 | 03/31/2024 | | EPI | 24,445 | $1,065 | 03/31/2024 | | GenTrust LLC | 23,971 | $1,044 | 03/31/2024 | | EPI | 23,971 | $1,044 | 03/31/2024 | | Viewpoint Capital Management LLC | 23,972 | $1,044 | 03/31/2024 | | EPI | 23,972 | $1,044 | 03/31/2024 | | Migdal Insurance & Financial Holdings Ltd. | 24,649 | $1,017 | 12/31/2023 | | EPI | 24,649 | $1,017 | 12/31/2023 | | Mirae Asset Global Investments Co. Ltd. | 24,200 | $992 | 12/31/2023 | | EPI | 24,200 | $992 | 12/31/2023 | | CIBC World Markets Inc. | 24,145 | $990 | 12/31/2023 | | EPI | 24,145 | $990 | 12/31/2023 | | Logan Stone Capital LLC | 23,460 | $962 | 12/31/2023 | | EPI | 23,460 | $962 | 12/31/2023 | | Naples Global Advisors LLC | 22,929 | $940 | 12/31/2023 | | EPI | 22,929 | $940 | 12/31/2023 | | Financial & Tax Architects LLC | 22,163 | $909 | 12/31/2023 | | EPI | 22,163 | $909 | 12/31/2023 | | CIBC Private Wealth Group LLC | 22,080 | $905 | 12/31/2023 | | EPI | 22,080 | $905 | 12/31/2023 | | Itau Unibanco Holding S.A. | 22,000 | $902 | 12/31/2023 | | EPI | 22,000 | $902 | 12/31/2023 | | Savant Capital LLC | 22,006 | $902 | 12/31/2023 | | EPI | 22,006 | $902 | 12/31/2023 | | Comerica Bank | 21,846 | $896 | 12/31/2023 | | EPI | 21,846 | $896 | 12/31/2023 | | Ascent Group LLC | 20,393 | $876 | 12/31/2023 | | EPI | 20,393 | $876 | 12/31/2023 | | Advisory Services Network LLC | 21,288 | $873 | 12/31/2023 | | EPI | 21,288 | $873 | 12/31/2023 | | Kestra Private Wealth Services LLC | 20,900 | $857 | 12/31/2023 | | EPI | 20,900 | $857 | 12/31/2023 | | Lowe Wealth Advisors LLC | 19,330 | $842 | 03/31/2024 | | EPI | 19,330 | $842 | 03/31/2024 | | Sharper & Granite LLC | 18,748 | $834 | 03/31/2024 | | EPI | 18,748 | $834 | 03/31/2024 | | Blair William & Co. IL | 20,115 | $825 | 12/31/2023 | | EPI | 20,115 | $825 | 12/31/2023 | | Per Stirling Capital Management LLC. | 19,903 | $816 | 12/31/2023 | | EPI | 19,903 | $816 | 12/31/2023 | | Pachira Investments Inc. | 18,203 | $793 | 03/31/2024 | | EPI | 18,203 | $793 | 03/31/2024 | | Allianz Asset Management GmbH | 19,100 | $783 | 12/31/2023 | | EPI | 19,100 | $783 | 12/31/2023 | | Verity Asset Management Inc. | 19,051 | $781 | 12/31/2023 | | EPI | 19,051 | $781 | 12/31/2023 | | Eldridge Investment Advisors Inc. | 18,750 | $769 | 12/31/2023 | | EPI | 18,750 | $769 | 12/31/2023 | | Zurcher Kantonalbank Zurich Cantonalbank | 17,835 | $768 | 03/31/2024 | | EPI | 17,835 | $768 | 03/31/2024 | | Merit Financial Group LLC | 18,192 | $746 | 12/31/2023 | | EPI | 18,192 | $746 | 12/31/2023 | | HRT Financial LP | 17,352 | $711 | 12/31/2023 | | EPI | 17,352 | $711 | 12/31/2023 | | Basso Capital Management L.P. | 16,850 | $691 | 12/31/2023 | | EPI | 16,850 | $691 | 12/31/2023 | | Zacks Investment Management | 16,466 | $675 | 12/31/2023 | | EPI | 16,466 | $675 | 12/31/2023 | | Brown Advisory Inc. | 15,284 | $666 | 03/31/2024 | | EPI | 15,284 | $666 | 03/31/2024 | | Barometer Capital Management Inc. | 15,700 | $644 | 12/31/2023 | | EPI | 15,700 | $644 | 12/31/2023 | | Commonwealth Equity Services LLC | 15,626 | $641 | 12/31/2023 | | EPI | 15,626 | $641 | 12/31/2023 | | Rockefeller Capital Management L.P. | 14,978 | $614 | 12/31/2023 | | EPI | 14,978 | $614 | 12/31/2023 | | Bridge Advisory LLC | 13,907 | $606 | 03/31/2024 | | EPI | 13,907 | $606 | 03/31/2024 | | L.M. Kohn & Company | 13,834 | $603 | 03/31/2024 | | EPI | 13,834 | $603 | 03/31/2024 | | Bank of Montreal Can | 14,409 | $595 | 12/31/2023 | | EPI | 14,409 | $595 | 12/31/2023 | | Harbour Capital Advisors LLC | 13,263 | $582 | 03/31/2024 | | EPI | 13,263 | $582 | 03/31/2024 | | Relative Value Partners Group LLC | 13,840 | $567 | 12/31/2023 | | EPI | 13,840 | $567 | 12/31/2023 | | Silvercrest Asset Management Group LLC | 13,700 | $562 | 12/31/2023 | | EPI | 13,700 | $562 | 12/31/2023 | | Moors & Cabot Inc. | 13,543 | $555 | 12/31/2023 | | EPI | 13,543 | $555 | 12/31/2023 | | Commerce Bank | 13,000 | $533 | 12/31/2023 | | EPI | 13,000 | $533 | 12/31/2023 | | Harbor Investment Advisory LLC | 11,785 | $513 | 03/31/2024 | | EPI | 11,785 | $513 | 03/31/2024 | | Idaho Trust Bank | 11,911 | $488 | 12/31/2023 | | EPI | 11,911 | $488 | 12/31/2023 | | Valeo Financial Advisors LLC | 10,669 | $477 | 03/31/2024 | | EPI | 10,669 | $477 | 03/31/2024 | | IHT Wealth Management LLC | 11,491 | $471 | 12/31/2023 | | EPI | 11,491 | $471 | 12/31/2023 | | D. E. Shaw & Co. Inc. | 11,370 | $466 | 12/31/2023 | | EPI | 11,370 | $466 | 12/31/2023 | | Beaumont Capital Management LLC | 11,361 | $466 | 12/31/2023 | | EPI | 11,361 | $466 | 12/31/2023 | | Spence Asset Management | 10,391 | $453 | 03/31/2024 | | EPI | 10,391 | $453 | 03/31/2024 | | BNP Paribas Arbitrage SA | 11,060 | $453 | 12/31/2023 | | EPI | 11,060 | $453 | 12/31/2023 | | Allworth Financial LP | 10,973 | $450 | 12/31/2023 | | EPI | 10,973 | $450 | 12/31/2023 | | Patten Group Inc. | 10,144 | $442 | 03/31/2024 | | EPI | 10,144 | $442 | 03/31/2024 | | Belpointe Asset Management LLC | 9,915 | $407 | 12/31/2023 | | EPI | 9,915 | $407 | 12/31/2023 | | GHP Investment Advisors Inc. | 9,207 | $401 | 03/31/2024 | | EPI | 9,207 | $401 | 03/31/2024 | | Simplex Trading LLC | 9,753 | $399 | 12/31/2023 | | EPI | 9,753 | $399 | 12/31/2023 | | Cetera Advisor Networks LLC | 9,737 | $399 | 12/31/2023 | | EPI | 9,737 | $399 | 12/31/2023 | | Moody Lynn & Lieberson LLC | 9,102 | $396 | 03/31/2024 | | EPI | 9,102 | $396 | 03/31/2024 | | Stratos Wealth Partners LTD. | 8,958 | $390 | 03/31/2024 | | EPI | 8,958 | $390 | 03/31/2024 | | Peak Financial Management Inc. | 8,818 | $384 | 03/31/2024 | | EPI | 8,818 | $384 | 03/31/2024 | | Ignite Planners LLC | 8,775 | $383 | 03/31/2024 | | EPI | 8,775 | $383 | 03/31/2024 | | Diversified Trust Co | 8,560 | $373 | 03/31/2024 | | EPI | 8,560 | $373 | 03/31/2024 | | DF Dent & Co. Inc. | 9,000 | $369 | 12/31/2023 | | EPI | 9,000 | $369 | 12/31/2023 | | Cosner Financial Group LLC | 8,516 | $349 | 12/31/2023 | | EPI | 8,516 | $349 | 12/31/2023 | | Kohmann Bosshard Financial Services LLC | 7,782 | $339 | 03/31/2024 | | EPI | 7,782 | $339 | 03/31/2024 | | Keeley Teton Advisors LLC | 8,212 | $337 | 12/31/2023 | | EPI | 8,212 | $337 | 12/31/2023 | | Wedmont Private Capital | 7,492 | $336 | 03/31/2024 | | EPI | 7,492 | $336 | 03/31/2024 | | James Investment Research Inc. | 8,105 | $332 | 12/31/2023 | | EPI | 8,105 | $332 | 12/31/2023 | | Creative Planning | 7,999 | $328 | 12/31/2023 | | EPI | 7,999 | $328 | 12/31/2023 | | Mariner LLC | 7,932 | $325 | 12/31/2023 | | EPI | 7,932 | $325 | 12/31/2023 | | Northern Trust Corp | 7,900 | $324 | 12/31/2023 | | EPI | 7,900 | $324 | 12/31/2023 | | Janney Montgomery Scott LLC | 7,877 | $323 | 12/31/2023 | | EPI | 7,877 | $323 | 12/31/2023 | | FinTrust Capital Advisors LLC | 7,783 | $319 | 12/31/2023 | | EPI | 7,783 | $319 | 12/31/2023 | | Qube Research & Technologies Ltd | 7,405 | $304 | 12/31/2023 | | EPI | 7,405 | $304 | 12/31/2023 | | Pettinga Financial Advisors LLC | 6,950 | $303 | 03/31/2024 | | EPI | 6,950 | $303 | 03/31/2024 | | Calton & Associates Inc. | 6,845 | $298 | 03/31/2024 | | EPI | 6,845 | $298 | 03/31/2024 | | Personal CFO Solutions LLC | 6,961 | $285 | 12/31/2023 | | EPI | 6,961 | $285 | 12/31/2023 | | Wealth Enhancement Advisory Services LLC | 5,994 | $261 | 03/31/2024 | | EPI | 5,994 | $261 | 03/31/2024 | | OneAscent Financial Services LLC | 5,555 | $242 | 03/31/2024 | | EPI | 5,555 | $242 | 03/31/2024 | | Financial Advocates Investment Management | 5,877 | $241 | 12/31/2023 | | EPI | 5,877 | $241 | 12/31/2023 | | TD Waterhouse Canada Inc. | 5,755 | $241 | 12/31/2023 | | EPI | 5,755 | $241 | 12/31/2023 | | DGS Capital Management LLC | 5,450 | $237 | 03/31/2024 | | EPI | 5,450 | $237 | 03/31/2024 | | Baldwin Brothers Inc. MA | 5,388 | $235 | 03/31/2024 | | EPI | 5,388 | $235 | 03/31/2024 | | Resources Investment Advisors LLC. | 5,718 | $234 | 12/31/2023 | | EPI | 5,718 | $234 | 12/31/2023 | | Global Trust Asset Management LLC | 5,300 | $231 | 03/31/2024 | | EPI | 5,300 | $231 | 03/31/2024 | | Larson Financial Group LLC | 5,468 | $224 | 12/31/2023 | | EPI | 5,468 | $224 | 12/31/2023 | | EWG Elevate Inc. | 5,072 | $221 | 03/31/2024 | | EPI | 5,072 | $221 | 03/31/2024 | | Apollon Wealth Management LLC | 5,353 | $219 | 12/31/2023 | | EPI | 5,353 | $219 | 12/31/2023 | | Susquehanna International Group Ltd. | 5,297 | $217 | 12/31/2023 | | EPI | 5,297 | $217 | 12/31/2023 | | Rainey & Randall Investment Management Inc. | 4,922 | $214 | 03/31/2024 | | EPI | 4,922 | $214 | 03/31/2024 | | UMB Bank N A MO | 5,093 | $209 | 12/31/2023 | | EPI | 5,093 | $209 | 12/31/2023 | | Ausdal Financial Partners Inc. | 4,715 | $205 | 03/31/2024 | | EPI | 4,715 | $205 | 03/31/2024 | | Procyon Private Wealth Partners LLC | 4,700 | $205 | 03/31/2024 | | EPI | 4,700 | $205 | 03/31/2024 | | Carolinas Wealth Consulting LLC | 5,000 | $205 | 12/31/2023 | | EPI | 5,000 | $205 | 12/31/2023 | | Rosenberg Matthew Hamilton | 4,435 | $194 | 03/31/2024 | | EPI | 4,435 | $194 | 03/31/2024 | | Bartlett & Co. LLC | 4,100 | $169 | 12/31/2023 | | EPI | 4,100 | $169 | 12/31/2023 | | Bartlett & CO. Wealth Management LLC | 4,100 | $169 | 12/31/2023 | | EPI | 4,100 | $169 | 12/31/2023 | | Harel Insurance Investments & Financial Services Ltd. | 4,000 | $165 | 12/31/2023 | | EPI | 4,000 | $165 | 12/31/2023 | | Global Retirement Partners LLC | 3,525 | $154 | 03/31/2024 | | EPI | 3,525 | $154 | 03/31/2024 | | Private Trust Co. NA | 3,439 | $150 | 03/31/2024 | | EPI | 3,439 | $150 | 03/31/2024 | | Atticus Wealth Management LLC | 3,355 | $146 | 03/31/2024 | | EPI | 3,355 | $146 | 03/31/2024 | | Resurgent Financial Advisors LLC | 3,118 | $128 | 12/31/2023 | | EPI | 3,118 | $128 | 12/31/2023 | | Hanson & Doremus Investment Management | 2,665 | $116 | 03/31/2024 | | EPI | 2,665 | $116 | 03/31/2024 | | The PNC Financial Services Group Inc. | 2,609 | $107 | 12/31/2023 | | EPI | 2,609 | $107 | 12/31/2023 | | Lindbrook Capital LLC | 2,270 | $93 | 12/31/2023 | | EPI | 2,270 | $93 | 12/31/2023 | | LM Advisors LLC | 2,110 | $87 | 12/31/2023 | | EPI | 2,110 | $87 | 12/31/2023 | | Tyler Stone Wealth Management | 1,983 | $81 | 12/31/2023 | | EPI | 1,983 | $81 | 12/31/2023 | | Parallel Advisors LLC | 1,918 | $79 | 12/31/2023 | | EPI | 1,918 | $79 | 12/31/2023 | | CENTRAL TRUST Co | 1,795 | $78 | 03/31/2024 | | EPI | 1,795 | $78 | 03/31/2024 | | Headlands Technologies LLC | 1,786 | $73 | 12/31/2023 | | EPI | 1,786 | $73 | 12/31/2023 | | FMR LLC | 1,733 | $71 | 12/31/2023 | | EPI | 1,733 | $71 | 12/31/2023 | | Cutler Group LP | | $66 | 03/31/2024 | | EPI | 1,400 | $60 | 03/31/2024 | | Call | 1,000 | $7 | 03/31/2024 | | Put | 15,200 | $1 | 03/31/2024 | | US Bancorp DE | 1,431 | $59 | 12/31/2023 | | EPI | 1,431 | $59 | 12/31/2023 | | FNY Investment Advisers LLC | 1,445 | $59 | 12/31/2023 | | EPI | 1,445 | $59 | 12/31/2023 | | Aptus Capital Advisors LLC | 1,400 | $57 | 12/31/2023 | | EPI | 1,400 | $57 | 12/31/2023 | | Creative Financial Designs Inc. ADV | 1,360 | $56 | 12/31/2023 | | EPI | 1,360 | $56 | 12/31/2023 | | NBC Securities Inc. | 1,163 | $51 | 03/31/2024 | | EPI | 1,163 | $51 | 03/31/2024 | | IFP Advisors Inc | 1,000 | $41 | 12/31/2023 | | EPI | 1,000 | $41 | 12/31/2023 | | Geneos Wealth Management Inc. | 994 | $41 | 12/31/2023 | | EPI | 994 | $41 | 12/31/2023 | | Tortoise Investment Management LLC | 940 | $39 | 12/31/2023 | | EPI | 940 | $39 | 12/31/2023 | | Tradition Wealth Management LLC | 894 | $37 | 12/31/2023 | | EPI | 894 | $37 | 12/31/2023 | | AlphaCore Capital LLC | 800 | $33 | 12/31/2023 | | EPI | 800 | $33 | 12/31/2023 | | Principal Securities Inc. | 784 | $32 | 12/31/2023 | | EPI | 784 | $32 | 12/31/2023 | | Tower Research Capital LLC TRC | 683 | $28 | 12/31/2023 | | EPI | 683 | $28 | 12/31/2023 | | Householder Group Estate & Retirement Specialist LLC | 673 | $27 | 12/31/2023 | | EPI | 673 | $27 | 12/31/2023 | | Bessemer Group Inc. | 641 | $26 | 12/31/2023 | | EPI | 641 | $26 | 12/31/2023 | | Steward Partners Investment Advisory LLC | 597 | $24 | 12/31/2023 | | EPI | 597 | $24 | 12/31/2023 | | National Bank of Canada FI | 555 | $23 | 12/31/2023 | | EPI | 555 | $23 | 12/31/2023 | | Rocky Mountain Advisers LLC | 565 | $23 | 12/31/2023 | | EPI | 565 | $23 | 12/31/2023 | | First Horizon Advisors Inc. | 485 | $20 | 12/31/2023 | | EPI | 485 | $20 | 12/31/2023 | | CWM LLC | 442 | $19 | 03/31/2024 | | EPI | 442 | $19 | 03/31/2024 | | Hexagon Capital Partners LLC | 404 | $18 | 03/31/2024 | | EPI | 404 | $18 | 03/31/2024 | | Focused Wealth Management Inc | 360 | $15 | 12/31/2023 | | EPI | 360 | $15 | 12/31/2023 | | Hollencrest Capital Management | 300 | $12 | 12/31/2023 | | EPI | 300 | $12 | 12/31/2023 | | FWL Investment Management LLC | 304 | $12 | 12/31/2023 | | EPI | 304 | $12 | 12/31/2023 | | Investment Research & Advisory Group Inc. | 200 | $9 | 03/31/2024 | | EPI | 200 | $9 | 03/31/2024 | | Wetzel Investment Advisors Inc. | 200 | $9 | 03/31/2024 | | EPI | 200 | $9 | 03/31/2024 | | Kelly Lawrence W & Associates Inc. CA | 220 | $9 | 12/31/2023 | | EPI | 220 | $9 | 12/31/2023 | | Coastal Investment Advisors Inc. | 165 | $7 | 03/31/2024 | | EPI | 165 | $7 | 03/31/2024 | | Spire Wealth Management | 170 | $7 | 03/31/2024 | | EPI | 170 | $7 | 03/31/2024 | | Penserra Capital Management LLC | 184 | $7 | 12/31/2023 | | EPI | 184 | $7 | 12/31/2023 | | GPS Wealth Strategies Group LLC | 150 | $6 | 12/31/2023 | | EPI | 150 | $6 | 12/31/2023 | | Raleigh Capital Management Inc. | 153 | $6 | 12/31/2023 | | EPI | 153 | $6 | 12/31/2023 | | PSI Advisors LLC | 125 | $5 | 03/31/2024 | | EPI | 125 | $5 | 03/31/2024 | | Retirement Group LLC | 101 | $4 | 12/31/2023 | | EPI | 101 | $4 | 12/31/2023 | | Barclays PLC | 83 | $3 | 12/31/2023 | | EPI | 83 | $3 | 12/31/2023 | | HighMark Wealth Management LLC | 67 | $3 | 12/31/2023 | | EPI | 67 | $3 | 12/31/2023 | | Howe & Rusling Inc. | 55 | $2 | 12/31/2023 | | EPI | 55 | $2 | 12/31/2023 | | Biltmore Family Office LLC | 20 | $1 | 12/31/2023 | | EPI | 20 | $1 | 12/31/2023 | | VisionPoint Advisory Group LLC | 14 | $1 | 12/31/2023 | | EPI | 14 | $1 | 12/31/2023 | | Proequities Inc. | 0 | $0 | 12/31/2023 | | EPI | 0 | $0 | 12/31/2023 | | Harbour Investments Inc. | 10 | $0 | 12/31/2023 | | EPI | 10 | $0 | 12/31/2023 | | O Dell Group LLC | 5 | $0 | 12/31/2023 | | EPI | 5 | $0 | 12/31/2023 | | Susquehanna International Group LLP | 9,900 | $-705 | 12/31/2023 | | Put | 27,100 | $1,111 | 12/31/2023 | | Call | 9,900 | $406 | 12/31/2023 |
See Summary: Institutional Holders of EPI
See Details: Top 10 Hedge Funds Holding EPI
Also See: EPI Holdings Changes
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