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Institutional Holders of EPHE
HolderAmountPosition Size
($ in 1000's)
 As of
State of Tennessee Treasury Department1,123,386$29,197 12/31/2023
     EPHE1,123,386$29,197 12/31/2023
Hsbc Holdings PLC216,950$5,639 12/31/2023
     EPHE216,950$5,639 12/31/2023
Avanda Investment Management Pte. Ltd.106,643$2,772 12/31/2023
     EPHE106,643$2,772 12/31/2023
Goldman Sachs Group Inc.83,489$2,170 12/31/2023
     EPHE83,489$2,170 12/31/2023
Glovista Investments LLC46,516$1,203 12/31/2023
     EPHE46,516$1,203 12/31/2023
AMG National Trust Bank43,011$1,118 12/31/2023
     EPHE43,011$1,118 12/31/2023
Vista Finance LLC42,397$1,102 12/31/2023
     EPHE42,397$1,102 12/31/2023
Korea Investment CORP39,743$1,033 12/31/2023
     EPHE39,743$1,033 12/31/2023
Bank of New York Mellon Corp35,760$988 03/31/2024
     EPHE35,760$988 03/31/2024
DC Investments Management LLC37,376$971 12/31/2023
     EPHE37,376$971 12/31/2023
Morgan Stanley34,591$899 12/31/2023
     EPHE34,591$899 12/31/2023
UBS Asset Management Americas Inc.32,100$834 12/31/2023
     EPHE32,100$834 12/31/2023
Mount Lucas Management LP32,033$833 12/31/2023
     EPHE32,033$833 12/31/2023
Watershed Asset Management L.L.C.30,000$780 12/31/2023
     EPHE30,000$780 12/31/2023
UBS Group AG28,398$738 12/31/2023
     EPHE28,398$738 12/31/2023
Scotia Capital Inc.27,218$707 12/31/2023
     EPHE27,218$707 12/31/2023
BCJ Capital Management LLC20,135$523 12/31/2023
     EPHE20,135$523 12/31/2023
Benchmark Investment Advisors LLC20,135$523 12/31/2023
     EPHE20,135$523 12/31/2023
Bank of America Corp DE19,052$495 12/31/2023
     EPHE19,052$495 12/31/2023
Connectus Wealth LLC17,428$453 12/31/2023
     EPHE17,428$453 12/31/2023
Mirae Asset Global Investments Co. Ltd.14,600$379 12/31/2023
     EPHE14,600$379 12/31/2023
Level Four Advisory Services LLC14,590$379 12/31/2023
     EPHE14,590$379 12/31/2023
Brookstone Capital Management8,752$242 03/31/2024
     EPHE8,752$242 03/31/2024
AlphaCentric Advisors LLC4,507$125 03/31/2024
     EPHE4,507$125 03/31/2024
Banque Cantonale Vaudoise4,275$118 03/31/2024
     EPHE4,275$118 03/31/2024
Stelac Advisory Services LLC4,199$109 12/31/2023
     EPHE4,199$109 12/31/2023
Sunbelt Securities Inc.3,391$94 03/31/2024
     EPHE3,391$94 03/31/2024
Royal Bank of Canada2,036$53 12/31/2023
     EPHE2,036$53 12/31/2023
Geneos Wealth Management Inc.1,991$52 12/31/2023
     EPHE1,991$52 12/31/2023
Advisor Group Holdings Inc.588$15 12/31/2023
     EPHE588$15 12/31/2023
Steward Partners Investment Advisory LLC500$13 12/31/2023
     EPHE500$13 12/31/2023
Advisory Services Network LLC147$4 12/31/2023
     EPHE147$4 12/31/2023
Bank of Montreal Can100$3 12/31/2023
     EPHE100$3 12/31/2023
Private Trust Co. NA77$2 03/31/2024
     EPHE77$2 03/31/2024
Hexagon Capital Partners LLC52$1 03/31/2024
     EPHE52$1 03/31/2024
Retirement Group LLC38$1 12/31/2023
     EPHE38$1 12/31/2023
Wells Fargo & Company MN0$0 12/31/2023
     EPHE0$0 12/31/2023
Proequities Inc.0$0 12/31/2023
     EPHE0$0 12/31/2023
Transamerica Financial Advisors Inc.1$0 12/31/2023
     EPHE1$0 12/31/2023

See All: Funds Holding EPHE
See Details: Top 10 Hedge Funds Holding EPHE
Also See: EPHE Holdings Changes

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