HoldingsChannel.com
Funds Holding EPP

On this page, we present all of the funds holding EPP from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding EPP, with a link to that fund's top holdings. The next columns indicate the amount of EPP stock held by each of the funds holding EPP, followed by the EPP position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 188 funds holding EPP within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by MetLife Investment Management LLC. For more details on the positions held by MetLife Investment Management LLC (or by any of the other funds holding EPP), click the fund name in the "Holder" column of the funds-holding-EPP table below.

HolderAmountPosition Size
($ in 1000's)
 As of
MetLife Investment Management LLC11,842$426,646 09/30/2022
     EPP11,842$426,646 09/30/2022
JPMorgan Chase & Co.9,401,903$352,759 09/30/2022
     EPP9,401,903$352,759 09/30/2022
Goldman Sachs Group Inc.7,525,902$282,373 09/30/2022
     EPP7,525,902$282,373 09/30/2022
Bank of America Corp DE5,706,219$214,097 09/30/2022
     EPP5,706,219$214,097 09/30/2022
Morgan Stanley2,675,672$100,391 09/30/2022
     EPP2,675,672$100,391 09/30/2022
BlackRock Inc.2,280,362$85,560 09/30/2022
     EPP2,280,362$85,560 09/30/2022
Asset Management One Co. Ltd.1,965,834$73,758 09/30/2022
     EPP1,965,834$73,758 09/30/2022
Deutsche Bank AG1,550,641$58,179 09/30/2022
     EPP1,550,641$58,179 09/30/2022
Congress Wealth Management LLC DE 639,439$23,992 09/30/2022
     EPP639,439$23,992 09/30/2022
State Street Corp569,447$21,366 09/30/2022
     EPP569,447$21,366 09/30/2022
Royal Bank of Canada559,649$20,999 09/30/2022
     EPP559,649$20,999 09/30/2022
Money Design Co. Ltd.515,167$19,329 09/30/2022
     EPP515,167$19,329 09/30/2022
UBS Group AG459,065$17,224 09/30/2022
     EPP459,065$17,224 09/30/2022
The PNC Financial Services Group Inc.321,413$12,059 09/30/2022
     EPP321,413$12,059 09/30/2022
Jane Street Group LLC192,309$7,215 09/30/2022
     EPP192,309$7,215 09/30/2022
Connectus Wealth LLC188,044$7,061 09/30/2022
     EPP188,044$7,061 09/30/2022
Wells Fargo & Company MN183,127$6,871 09/30/2022
     EPP183,127$6,871 09/30/2022
Flow Traders U.S. LLC154,886$5,811 09/30/2022
     EPP154,886$5,811 09/30/2022
Prudential PLC143,714$5,392 09/30/2022
     EPP143,714$5,392 09/30/2022
Rockefeller Capital Management L.P.106,168$3,983 09/30/2022
     EPP106,168$3,983 09/30/2022
104,867$3,935 09/30/2022
     EPP104,867$3,935 09/30/2022
Congress Asset Management Co. MA82,709$3,539 12/31/2022
     EPP82,709$3,539 12/31/2022
Proquility Private Wealth Partners LLC92,141$3,457 09/30/2022
     EPP92,141$3,457 09/30/2022
Greytown Advisors Inc.90,924$3,412 09/30/2022
     EPP90,924$3,412 09/30/2022
FIL Ltd88,518$3,321 09/30/2022
     EPP88,518$3,321 09/30/2022
Elmwood Wealth Management Inc.75,321$3,223 12/31/2022
     EPP75,321$3,223 12/31/2022
Banco Bilbao Vizcaya Argentaria S.A.85,757$3,202 09/30/2022
     EPP85,757$3,202 09/30/2022
Cerity Partners LLC84,500$3,170 09/30/2022
     EPP84,500$3,170 09/30/2022
Rathbone Brothers plc79,270$2,974 09/30/2022
     EPP79,270$2,974 09/30/2022
Envestnet Asset Management Inc.77,266$2,899 09/30/2022
     EPP77,266$2,899 09/30/2022
Hsbc Holdings PLC77,250$2,898 09/30/2022
     EPP77,250$2,898 09/30/2022
Banco Santander S.A.73,882$2,772 09/30/2022
     EPP73,882$2,772 09/30/2022
Ameriprise Financial Inc.66,243$2,486 09/30/2022
     EPP66,243$2,486 09/30/2022
Renaissance Technologies LLC65,700$2,465 09/30/2022
     EPP65,700$2,465 09/30/2022
Mirae Asset Global Investments Co. Ltd.64,700$2,428 09/30/2022
     EPP64,700$2,428 09/30/2022
Israel Discount Bank of New York59,737$2,241 09/30/2022
     EPP59,737$2,241 09/30/2022
Lake Street Financial LLC49,262$2,108 12/31/2022
     EPP49,262$2,108 12/31/2022
Eaton Vance Management49,155$1,844 09/30/2022
     EPP49,155$1,844 09/30/2022
Sharper & Granite LLC41,234$1,764 12/31/2022
     EPP41,234$1,764 12/31/2022
Covington Capital Management44,335$1,663 09/30/2022
     EPP44,335$1,663 09/30/2022
Stelac Advisory Services LLC41,728$1,566 09/30/2022
     EPP41,728$1,566 09/30/2022
First Republic Investment Management Inc.41,305$1,550 09/30/2022
     EPP41,305$1,550 09/30/2022
Raymond James Trust N.A.41,237$1,547 09/30/2022
     EPP41,237$1,547 09/30/2022
Meitav Dash Investments Ltd.39,574$1,508 09/30/2022
     EPP39,574$1,508 09/30/2022
Keybank National Association OH39,346$1,476 09/30/2022
     EPP39,346$1,476 09/30/2022
MML Investors Services LLC36,912$1,385 09/30/2022
     EPP36,912$1,385 09/30/2022
Raymond James Financial Services Advisors Inc.36,786$1,380 09/30/2022
     EPP36,786$1,380 09/30/2022
Commonwealth Equity Services LLC36,305$1,362 09/30/2022
     EPP36,305$1,362 09/30/2022
Bank of New York Mellon Corp31,180$1,170 09/30/2022
     EPP31,180$1,170 09/30/2022
TCTC Holdings LLC30,883$1,159 09/30/2022
     EPP30,883$1,159 09/30/2022
Kore Private Wealth LLC30,726$1,153 09/30/2022
     EPP30,726$1,153 09/30/2022
Truist Financial Corp28,671$1,076 09/30/2022
     EPP28,671$1,076 09/30/2022
Robertson Stephens Wealth Management LLC27,124$1,017 09/30/2022
     EPP27,124$1,017 09/30/2022
Stifel Financial Corp24,873$934 09/30/2022
     EPP24,873$934 09/30/2022
Massmutual Trust Co. FSB ADV21,327$913 12/31/2022
     EPP21,327$913 12/31/2022
Mmbg Investment Advisors CO.23,290$874 09/30/2022
     EPP23,290$874 09/30/2022
The Manufacturers Life Insurance Company 22,493$844 09/30/2022
     EPP22,493$844 09/30/2022
Ieq Capital LLC22,039$827 09/30/2022
     EPP22,039$827 09/30/2022
55I LLC21,898$822 09/30/2022
     EPP21,898$822 09/30/2022
Lee Danner & Bass Inc.21,323$800 09/30/2022
     EPP21,323$800 09/30/2022
CIBC Private Wealth Group LLC21,045$790 09/30/2022
     EPP21,045$790 09/30/2022
Cresset Asset Management LLC20,175$757 09/30/2022
     EPP20,175$757 09/30/2022
Resolute Partners Group19,930$748 09/30/2022
     EPP19,930$748 09/30/2022
Advisor Group Holdings Inc.19,482$732 09/30/2022
     EPP19,482$732 09/30/2022
AFG Fiduciary Services Limited Partnership19,289$724 09/30/2022
     EPP19,289$724 09/30/2022
LPL Financial LLC19,204$721 09/30/2022
     EPP19,204$721 09/30/2022
SG Americas Securities LLC18,760$704 09/30/2022
     EPP18,760$704 09/30/2022
Next Level Private LLC15,182$672 12/31/2022
     EPP15,182$672 12/31/2022
HighTower Advisors LLC17,066$638 09/30/2022
     EPP17,066$638 09/30/2022
Yahav Achim Ve Achayot Provident Funds Management Co Ltd.15,860$603 09/30/2022
     EPP15,860$603 09/30/2022
Invesco Ltd.15,880$596 09/30/2022
     EPP15,880$596 09/30/2022
Bessemer Group Inc.15,192$570 09/30/2022
     EPP15,192$570 09/30/2022
Transamerica Financial Advisors Inc.14,657$550 09/30/2022
     EPP14,657$550 09/30/2022
Bahl & Gaynor Inc.14,328$538 09/30/2022
     EPP14,328$538 09/30/2022
First Horizon Advisors Inc.14,330$538 09/30/2022
     EPP14,330$538 09/30/2022
Hexagon Capital Partners LLC12,546$537 12/31/2022
     EPP12,546$537 12/31/2022
Raymond James & Associates14,262$535 09/30/2022
     EPP14,262$535 09/30/2022
Crewe Advisors LLC13,146$493 09/30/2022
     EPP13,146$493 09/30/2022
Blair William & Co. IL12,569$472 09/30/2022
     EPP12,569$472 09/30/2022
Resonant Capital Advisors LLC11,000$471 12/31/2022
     EPP11,000$471 12/31/2022
Great West Life Assurance Co. Can11,531$432 09/30/2022
     EPP11,531$432 09/30/2022
swisspartners Advisors Ltd11,370$427 09/30/2022
     EPP11,370$427 09/30/2022
First Citizens Bank & Trust Co.9,876$423 12/31/2022
     EPP9,876$423 12/31/2022
US Bancorp DE10,889$409 09/30/2022
     EPP10,889$409 09/30/2022
Cambridge Investment Research Advisors Inc.10,894$409 09/30/2022
     EPP10,894$409 09/30/2022
Brandywine Oak Private Wealth LLC10,747$403 09/30/2022
     EPP10,747$403 09/30/2022
Highland Capital Management LLC10,686$401 09/30/2022
     EPP10,686$401 09/30/2022
AMG National Trust Bank10,153$381 09/30/2022
     EPP10,153$381 09/30/2022
Palisades Hudson Asset Management L.P.9,821$368 09/30/2022
     EPP9,821$368 09/30/2022
Vontobel Holding Ltd.9,655$362 09/30/2022
     EPP9,655$362 09/30/2022
Compagnie Lombard Odier SCmA9,605$361 09/30/2022
     EPP9,605$361 09/30/2022
Commerce Bank9,201$346 09/30/2022
     EPP9,201$346 09/30/2022
Etfidea LLC7,864$337 12/31/2022
     EPP7,864$337 12/31/2022
AXS Investments LLC8,703$327 09/30/2022
     EPP8,703$327 09/30/2022
Dentgroup LLC7,000$300 12/31/2022
     EPP7,000$300 12/31/2022
Jacobi Capital Management LLC7,931$298 09/30/2022
     EPP7,931$298 09/30/2022
Checchi Capital Advisers LLC7,827$294 09/30/2022
     EPP7,827$294 09/30/2022
Creative Planning7,726$290 09/30/2022
     EPP7,726$290 09/30/2022
Citigroup Inc.7,650$287 09/30/2022
     EPP7,650$287 09/30/2022
Wharton Business Group LLC7,562$283 09/30/2022
     EPP7,562$283 09/30/2022
Philadelphia Trust Co.7,000$263 09/30/2022
     EPP7,000$263 09/30/2022
Kestra Advisory Services LLC7,021$263 09/30/2022
     EPP7,021$263 09/30/2022
Montag A & Associates Inc.6,900$259 09/30/2022
     EPP6,900$259 09/30/2022
Itau Unibanco Holding S.A.6,800$255 09/30/2022
     EPP6,800$255 09/30/2022
Patriot Investment Management Inc.6,685$250 09/30/2022
     EPP6,685$250 09/30/2022
Family Firm Inc.6,615$248 09/30/2022
     EPP6,615$248 09/30/2022
VERITY Wealth Advisors5,740$246 12/31/2022
     EPP5,740$246 12/31/2022
CVA Family Office LLC6,316$237 09/30/2022
     EPP6,316$237 09/30/2022
Schroder Investment Management Group6,140$231 09/30/2022
     EPP6,140$231 09/30/2022
OLD Mission Capital LLC6,031$226 09/30/2022
     EPP6,031$226 09/30/2022
Synovus Financial Corp5,805$219 09/30/2022
     EPP5,805$219 09/30/2022
SignalPoint Asset Management LLC4,700$201 12/31/2022
     EPP4,700$201 12/31/2022
Phillips Financial Management LLC4,654$199 12/31/2022
     EPP4,654$199 12/31/2022
CENTRAL TRUST Co4,633$198 12/31/2022
     EPP4,633$198 12/31/2022
Northwestern Mutual Wealth Management Co.5,051$189 09/30/2022
     EPP5,051$189 09/30/2022
Acropolis Investment Management LLC4,310$184 12/31/2022
     EPP4,310$184 12/31/2022
Daiwa Securities Group Inc.4,830$181 09/30/2022
     EPP4,830$181 09/30/2022
IFP Advisors Inc3,487$166 09/30/2022
     EPP3,487$166 09/30/2022
FMR LLC4,395$165 09/30/2022
     EPP4,395$165 09/30/2022
Arlington Partners LLC3,509$150 12/31/2022
     EPP3,509$150 12/31/2022
Susquehanna International Group LLP $149 09/30/2022
     EPP10,467$393 09/30/2022
     Put6,500$244 09/30/2022
American National Bank3,033$130 12/31/2022
     EPP3,033$130 12/31/2022
Whittier Trust Co. of Nevada Inc.2,712$116 12/31/2022
     EPP2,712$116 12/31/2022
Cambridge Trust Co.2,685$115 12/31/2022
     EPP2,685$115 12/31/2022
Belpointe Asset Management LLC3,065$115 09/30/2022
     EPP3,065$115 09/30/2022
GHP Investment Advisors Inc.2,770$104 09/30/2022
     EPP2,770$104 09/30/2022
Zions Bancorporation N.A.2,748$103 09/30/2022
     EPP2,748$103 09/30/2022
Tsfg LLC2,383$102 12/31/2022
     EPP2,383$102 12/31/2022
Steward Partners Investment Advisory LLC2,465$92 09/30/2022
     EPP2,465$92 09/30/2022
Fifth Third Bancorp2,114$90 12/31/2022
     EPP2,114$90 12/31/2022
Glenmede Trust Co. NA2,100$78 09/30/2022
     EPP2,100$78 09/30/2022
DB Wealth Management Group LLC1,648$62 09/30/2022
     EPP1,648$62 09/30/2022
Huntington National Bank1,585$59 09/30/2022
     EPP1,585$59 09/30/2022
Bank of Montreal Can1,442$59 09/30/2022
     EPP1,442$59 09/30/2022
Qube Research & Technologies Ltd1,577$59 09/30/2022
     EPP1,577$59 09/30/2022
Lindbrook Capital LLC1,040$45 12/31/2022
     EPP1,040$45 12/31/2022
Endurance Wealth Management Inc.1,175$44 09/30/2022
     EPP1,175$44 09/30/2022
Tower Research Capital LLC TRC 1,151$43 09/30/2022
     EPP1,151$43 09/30/2022
Ancora Advisors LLC1,100$41 09/30/2022
     EPP1,100$41 09/30/2022
Tompkins Financial Corp914$39 12/31/2022
     EPP914$39 12/31/2022
Morton Brown Family Wealth LLC984$37 09/30/2022
     EPP984$37 09/30/2022
CWM LLC956$36 09/30/2022
     EPP956$36 09/30/2022
Emfo LLC875$33 09/30/2022
     EPP875$33 09/30/2022
Salem Investment Counselors Inc.840$32 09/30/2022
     EPP840$32 09/30/2022
Laurel Wealth Advisors LLC800$30 09/30/2022
     EPP800$30 09/30/2022
Harbor Investment Advisory LLC589$25 12/31/2022
     EPP589$25 12/31/2022
Column Capital Advisors LLC645$24 09/30/2022
     EPP645$24 09/30/2022
Citadel Advisors LLC $23 09/30/2022
     EPP6,022$226 09/30/2022
     Put5,400$203 09/30/2022
Tyler Stone Wealth Management597$22 09/30/2022
     EPP597$22 09/30/2022
SOA Wealth Advisors LLC.447$19 12/31/2022
     EPP447$19 12/31/2022
MUFG Americas Holdings Corp500$19 09/30/2022
     EPP500$19 09/30/2022
National Bank of Canada FI400$17 12/31/2022
     EPP400$17 12/31/2022
Allworth Financial LP324$14 12/31/2022
     EPP324$14 12/31/2022
Edmond DE Rothschild Holding S.A.360$14 09/30/2022
     EPP360$14 09/30/2022
Hazlett Burt & Watson Inc.300$13 12/31/2022
     EPP300$13 12/31/2022
O Shaughnessy Asset Management LLC344$13 09/30/2022
     EPP344$13 09/30/2022
Barclays PLC309$12 09/30/2022
     EPP309$12 09/30/2022
Brown Brothers Harriman & Co.290$11 09/30/2022
     EPP290$11 09/30/2022
FinTrust Capital Advisors LLC300$11 09/30/2022
     EPP300$11 09/30/2022
McIlrath & Eck LLC304$11 09/30/2022
     EPP304$11 09/30/2022
Aberdeen Wealth Management LLC300$11 09/30/2022
     EPP300$11 09/30/2022
Archer Investment Corp283$11 09/30/2022
     EPP283$11 09/30/2022
City Holding Co.225$10 12/31/2022
     EPP225$10 12/31/2022
Perkins Coie Trust Co225$10 12/31/2022
     EPP225$10 12/31/2022
JFS Wealth Advisors LLC250$9 09/30/2022
     EPP250$9 09/30/2022
Creative Financial Designs Inc. ADV203$8 09/30/2022
     EPP203$8 09/30/2022
Tradition Wealth Management LLC200$8 09/30/2022
     EPP200$8 09/30/2022
Versant Capital Management Inc153$7 12/31/2022
     EPP153$7 12/31/2022
Ellis Investment Partners LLC183$6 09/30/2022
     EPP183$6 09/30/2022
Byrne Asset Management LLC100$4 12/31/2022
     EPP100$4 12/31/2022
Ellevest Inc.115$4 09/30/2022
     EPP115$4 09/30/2022
Geneos Wealth Management Inc.120$4 09/30/2022
     EPP120$4 09/30/2022
Whittier Trust Co.75$3 12/31/2022
     EPP75$3 12/31/2022
BNP Paribas Arbitrage SA91$3 09/30/2022
     EPP91$3 09/30/2022
Cutler Group LP $3 09/30/2022
     EPP100$3 09/30/2022
     Call100$0 09/30/2022
Balentine LLC88$3 09/30/2022
     EPP88$3 09/30/2022
Capital Investment Advisory Services LLC82$3 09/30/2022
     EPP82$3 09/30/2022
Investors Research Corp73$3 09/30/2022
     EPP73$3 09/30/2022
Peoples Financial Services CORP.50$2 12/31/2022
     EPP50$2 12/31/2022
PSI Advisors LLC51$2 12/31/2022
     EPP51$2 12/31/2022
Evoke Wealth LLC51$2 09/30/2022
     EPP51$2 09/30/2022
Avion Wealth52$1 12/31/2022
     EPP52$1 12/31/2022
HBC Financial Services PLLC36$1 12/31/2022
     EPP36$1 12/31/2022
Mcmillion Capital Management Inc.15$1 09/30/2022
     EPP15$1 09/30/2022
Assetmark Inc.15$1 09/30/2022
     EPP15$1 09/30/2022
Surevest LLC19$1 09/30/2022
     EPP19$1 09/30/2022
Proequities Inc.0$0 12/31/2022
     EPP0$0 12/31/2022
Valley National Advisers Inc.6$0 12/31/2022
     EPP6$0 12/31/2022
Sierra Capital LLC0$0 09/30/2022
     EPP0$0 09/30/2022

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

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