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There is a long list of 216 institutional holders of EPI within
the last two holding periods in our database of 13F filers, so we've sorted through to present to you just the top 50 institutional holders of EPI by largest
to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-EPI table below,
the initial column indicates the name of each top institutional holder of EPI, with a link to that fund's top holdings. The next columns
indicate the amount of EPI stock held by each of the institutional holders of EPI, followed by the EPI position size held by the institution, and finally the
date of the quarterly 13F filing period the holdings data represents for that institution.
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 | 1,010,778 | $41,442 | 12/31/2023 | EPI | 1,010,778 | $41,442 | 12/31/2023 | 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 | Wright Fund Managment LLC | 403,801 | $16,556 | 12/31/2023 | EPI | 403,801 | $16,556 | 12/31/2023 | Rational Advisors LLC | 384,523 | $15,765 | 12/31/2023 | EPI | 384,523 | $15,765 | 12/31/2023 | Millburn Ridgefield Corp | 384,523 | $15,765 | 12/31/2023 | EPI | 384,523 | $15,765 | 12/31/2023 | Catalyst Capital Advisors LLC | 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 | 214,688 | $8,802 | 12/31/2023 | EPI | 214,688 | $8,802 | 12/31/2023 | 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 | 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 | Whitaker Myers Wealth Managers LTD. | 160,236 | $6,570 | 12/31/2023 | EPI | 160,236 | $6,570 | 12/31/2023 | Venture Visionary Partners LLC | 149,309 | $6,122 | 12/31/2023 | EPI | 149,309 | $6,122 | 12/31/2023 | Carmel Capital Management L.L.C. | 128,105 | $5,252 | 12/31/2023 | EPI | 128,105 | $5,252 | 12/31/2023 | 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 | Arrowstreet Capital Limited Partnership | 112,242 | $4,602 | 12/31/2023 | EPI | 112,242 | $4,602 | 12/31/2023 | Raymond James & Associates | 111,399 | $4,567 | 12/31/2023 | EPI | 111,399 | $4,567 | 12/31/2023 | Raymond James Financial Services Advisors Inc. | 102,057 | $4,184 | 12/31/2023 | EPI | 102,057 | $4,184 | 12/31/2023 | 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 | MONECO Advisors LLC | 93,043 | $3,815 | 12/31/2023 | EPI | 93,043 | $3,815 | 12/31/2023 | 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 | Leibman Financial Services Inc. | 77,773 | $3,189 | 12/31/2023 | EPI | 77,773 | $3,189 | 12/31/2023 | 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 |
See All: Funds Holding EPI
See Details: Top 10 Hedge Funds Holding EPI
Also See: EPI Holdings Changes
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