Holdings Channel
Quotes delayed 20 minutes

Email EnvelopeFree EPI Email Alerts:
Get Dividend Alerts
Get SEC Filing Alerts

Institutional Holders of EPI

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.

HolderAmountPosition Size
($ in 1000's)
 As of
Morgan Stanley2,245,229$92,054 12/31/2023
     EPI2,245,229$92,054 12/31/2023
Driehaus Capital Management LLC1,927,795$79,040 12/31/2023
     EPI1,927,795$79,040 12/31/2023
BlackRock Inc.1,588,185$65,116 12/31/2023
     EPI1,588,185$65,116 12/31/2023
Assetmark Inc.1,495,425$61,312 12/31/2023
     EPI1,495,425$61,312 12/31/2023
Meitav Dash Investments Ltd.1,387,592$56,857 12/31/2023
     EPI1,387,592$56,857 12/31/2023
Wellington Management Group LLP1,377,687$56,485 12/31/2023
     EPI1,377,687$56,485 12/31/2023
Miracle Mile Advisors LLC1,010,778$41,442 12/31/2023
     EPI1,010,778$41,442 12/31/2023
LPL Financial LLC801,545$32,863 12/31/2023
     EPI801,545$32,863 12/31/2023
Thrivent Financial for Lutherans701,298$28,753 12/31/2023
     EPI701,298$28,753 12/31/2023
UBS Group AG568,580$23,312 12/31/2023
     EPI568,580$23,312 12/31/2023
New Vernon Capital Holdings II LLC518,885$21,274 12/31/2023
     EPI518,885$21,274 12/31/2023
Bank of America Corp DE456,748$18,727 12/31/2023
     EPI456,748$18,727 12/31/2023
Wells Fargo & Company MN433,478$17,773 12/31/2023
     EPI433,478$17,773 12/31/2023
Wright Fund Managment LLC403,801$16,556 12/31/2023
     EPI403,801$16,556 12/31/2023
Rational Advisors LLC384,523$15,765 12/31/2023
     EPI384,523$15,765 12/31/2023
Millburn Ridgefield Corp384,523$15,765 12/31/2023
     EPI384,523$15,765 12/31/2023
Catalyst Capital Advisors LLC384,523$15,765 12/31/2023
     EPI384,523$15,765 12/31/2023
HighTower Advisors LLC362,032$14,822 12/31/2023
     EPI362,032$14,822 12/31/2023
Ameriprise Financial Inc.340,664$13,948 12/31/2023
     EPI340,664$13,948 12/31/2023
Renaissance Technologies LLC334,400$13,710 12/31/2023
     EPI334,400$13,710 12/31/2023
Royal Bank of Canada286,211$11,735 12/31/2023
     EPI286,211$11,735 12/31/2023
Cullen Capital Management LLC243,786$9,995 12/31/2023
     EPI243,786$9,995 12/31/2023
Northwestern Mutual Wealth Management Co.239,159$9,806 12/31/2023
     EPI239,159$9,806 12/31/2023
Randolph Co Inc214,688$8,802 12/31/2023
     EPI214,688$8,802 12/31/2023
Black Swift Group LLC213,798$8,766 12/31/2023
     EPI213,798$8,766 12/31/2023
Massachusetts Financial Services Co. MA213,120$8,738 12/31/2023
     EPI213,120$8,738 12/31/2023
Advisor Group Holdings Inc.179,161$7,346 12/31/2023
     EPI179,161$7,346 12/31/2023
JPMorgan Chase & Co.175,867$7,211 12/31/2023
     EPI175,867$7,211 12/31/2023
Citigroup Inc.173,963$7,132 12/31/2023
     EPI173,963$7,132 12/31/2023
Whitaker Myers Wealth Managers LTD.160,236$6,570 12/31/2023
     EPI160,236$6,570 12/31/2023
Venture Visionary Partners LLC149,309$6,122 12/31/2023
     EPI149,309$6,122 12/31/2023
Carmel Capital Management L.L.C.128,105$5,252 12/31/2023
     EPI128,105$5,252 12/31/2023
Yahav Achim Ve Achayot Provident Funds Management Co Ltd.122,499$5,018 12/31/2023
     EPI122,499$5,018 12/31/2023
OLD Mission Capital LLC116,417$4,773 12/31/2023
     EPI116,417$4,773 12/31/2023
Arrowstreet Capital Limited Partnership112,242$4,602 12/31/2023
     EPI112,242$4,602 12/31/2023
Raymond James & Associates111,399$4,567 12/31/2023
     EPI111,399$4,567 12/31/2023
Raymond James Financial Services Advisors Inc.102,057$4,184 12/31/2023
     EPI102,057$4,184 12/31/2023
Theory Financial LLC97,187$3,985 12/31/2023
     EPI97,187$3,985 12/31/2023
Strategic Wealth Designers95,889$3,931 12/31/2023
     EPI95,889$3,931 12/31/2023
MONECO Advisors LLC93,043$3,815 12/31/2023
     EPI93,043$3,815 12/31/2023
MML Investors Services LLC86,219$3,535 12/31/2023
     EPI86,219$3,535 12/31/2023
Citadel Advisors LLC $3,449 12/31/2023
     EPI63,598$2,608 12/31/2023
     Call20,700$849 12/31/2023
     Put200$8 12/31/2023
Equitable Holdings Inc.80,599$3,305 12/31/2023
     EPI80,599$3,305 12/31/2023
Leibman Financial Services Inc.77,773$3,189 12/31/2023
     EPI77,773$3,189 12/31/2023
Amundi72,500$2,984 12/31/2023
     EPI72,500$2,984 12/31/2023
Baird Financial Group Inc.72,772$2,984 12/31/2023
     EPI72,772$2,984 12/31/2023
Envestnet Asset Management Inc.68,915$2,826 12/31/2023
     EPI68,915$2,826 12/31/2023
Hsbc Holdings PLC66,684$2,737 12/31/2023
     EPI66,684$2,737 12/31/2023
Private Advisor Group LLC65,788$2,698 12/31/2023
     EPI65,788$2,698 12/31/2023
ING Groep NV65,400$2,681 12/31/2023
     EPI65,400$2,681 12/31/2023

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

Institutional Holders of EPI | www.HoldingsChannel.com | Copyright © 2013 - 2024, All Rights Reserved

Nothing in Holdings Channel is intended to be investment advice, nor does it represent the opinion of, counsel from, or recommendations by BNK Invest Inc. or any of its affiliates, subsidiaries or partners. None of the information contained herein constitutes a recommendation that any particular security, portfolio, transaction, or investment strategy is suitable for any specific person. All viewers agree that under no circumstances will BNK Invest, Inc,. its subsidiaries, partners, officers, employees, affiliates, or agents be held liable for any loss or damage caused by your reliance on information obtained. By visiting, using or viewing this site, you agree to the following Full Disclaimer & Terms of Use and Privacy Policy. Video widget and market videos powered by Market News Video. Quote and option data delayed at least 15 minutes; stock quote data powered by Ticker Technologies, and Mergent. Contact Holdings Channel; Meet Our Editorial Staff.