HoldingsChannel.com
Funds Holding EPP
HolderAmountPosition Size
($ in 1000's)		 As of
MetLife Investment Management LLC15,240$440,469 03/31/2020
     EPP15,240$440,469 03/31/2020
Bank of America Corp DE6,166,063$209,090 03/31/2020
     EPP6,166,063$209,090 03/31/2020
Goldman Sachs Group Inc.5,577,157$189,122 03/31/2020
     EPP5,577,157$189,122 03/31/2020
JPMorgan Chase & Co.3,841,669$130,272 03/31/2020
     EPP3,841,669$130,272 03/31/2020
BlackRock Inc.2,090,532$70,891 03/31/2020
     EPP2,090,532$70,891 03/31/2020
Asset Management One Co. Ltd.1,789,880$60,695 03/31/2020
     EPP1,789,880$60,695 03/31/2020
Deutsche Bank AG1,348,085$45,713 03/31/2020
     EPP1,348,085$45,713 03/31/2020
Morgan Stanley845,149$28,659 03/31/2020
     EPP845,149$28,659 03/31/2020
The Manufacturers Life Insurance Company 637,551$21,619 03/31/2020
     EPP637,551$21,619 03/31/2020
Wells Fargo & Company MN572,944$19,428 03/31/2020
     EPP572,944$19,428 03/31/2020
NorthCoast Asset Management LLC507,133$17,208 03/31/2020
     EPP507,133$17,208 03/31/2020
Money Design Co. Ltd.482,925$16,376 03/31/2020
     EPP482,925$16,376 03/31/2020
Flow Traders U.S. LLC447,064$15,160 03/31/2020
     EPP447,064$15,160 03/31/2020
UBS Group AG440,171$14,926 03/31/2020
     EPP440,171$14,926 03/31/2020
PNC Financial Services Group Inc.397,225$13,471 03/31/2020
     EPP397,225$13,471 03/31/2020
State Street Corp387,563$13,142 03/31/2020
     EPP387,563$13,142 03/31/2020
Cerity Partners LLC325,686$11,044 03/31/2020
     EPP325,686$11,044 03/31/2020
Susquehanna International Group LLP249,169$8,449 03/31/2020
     EPP249,169$8,449 03/31/2020
Royal Bank of Canada222,216$7,535 03/31/2020
     EPP222,216$7,535 03/31/2020
Banco Santander S.A.184,600$6,260 03/31/2020
     EPP184,600$6,260 03/31/2020
Hsbc Holdings PLC154,986$5,255 03/31/2020
     EPP154,986$5,255 03/31/2020
FIL Ltd144,873$4,913 03/31/2020
     EPP144,873$4,913 03/31/2020
Rathbone Brothers plc144,554$4,902 03/31/2020
     EPP144,554$4,902 03/31/2020
Citigroup Inc.129,296$4,385 03/31/2020
     EPP129,296$4,385 03/31/2020
Boston Private Wealth LLC116,093$3,937 03/31/2020
     EPP116,093$3,937 03/31/2020
OLD Mission Capital LLC109,199$3,703 03/31/2020
     EPP109,199$3,703 03/31/2020
Rockefeller Capital Management L.P.105,587$3,580 03/31/2020
     EPP105,587$3,580 03/31/2020
Wharton Business Group LLC98,601$3,344 03/31/2020
     EPP98,601$3,344 03/31/2020
Keybank National Association OH96,792$3,282 03/31/2020
     EPP96,792$3,282 03/31/2020
Envestnet Asset Management Inc.87,410$2,964 03/31/2020
     EPP87,410$2,964 03/31/2020
Stelac Advisory Services LLC86,612$2,937 03/31/2020
     EPP86,612$2,937 03/31/2020
Robertson Stephens Wealth Management LLC67,711$2,296 03/31/2020
     EPP67,711$2,296 03/31/2020
Israel Discount Bank of New York67,680$2,295 03/31/2020
     EPP67,680$2,295 03/31/2020
CIBC Private Wealth Group LLC64,317$2,182 03/31/2020
     EPP64,317$2,182 03/31/2020
HighTower Advisors LLC63,284$2,141 03/31/2020
     EPP63,284$2,141 03/31/2020
Barclays PLC62,262$2,111 03/31/2020
     EPP62,262$2,111 03/31/2020
Ameriprise Financial Inc.73,761$2,060 03/31/2020
     EPP73,761$2,060 03/31/2020
Cambridge Investment Research Advisors Inc.58,345$1,978 03/31/2020
     EPP58,345$1,978 03/31/2020
Eaton Vance Management56,055$1,901 03/31/2020
     EPP56,055$1,901 03/31/2020
Citadel Advisors LLC51,068$1,732 03/31/2020
     EPP51,068$1,732 03/31/2020
Greytown Advisors Inc.49,553$1,680 03/31/2020
     EPP49,553$1,680 03/31/2020
Circle Wealth Management LLC47,561$1,551 03/31/2020
     EPP47,561$1,551 03/31/2020
Lake Street Financial LLC44,227$1,500 03/31/2020
     EPP44,227$1,500 03/31/2020
Truist Financial Corp43,996$1,492 03/31/2020
     EPP43,996$1,492 03/31/2020
Commonwealth Equity Services LLC43,283$1,467 03/31/2020
     EPP43,283$1,467 03/31/2020
H&H Retirement Design & Management INC42,624$1,445 03/31/2020
     EPP42,624$1,445 03/31/2020
Covington Capital Management42,410$1,438 03/31/2020
     EPP42,410$1,438 03/31/2020
Raymond James Trust N.A.42,317$1,435 03/31/2020
     EPP42,317$1,435 03/31/2020
Foothills Asset Management Ltd.41,860$1,419 03/31/2020
     EPP41,860$1,419 03/31/2020
Royal Bank of Scotland Group PLC39,203$1,329 03/31/2020
     EPP39,203$1,329 03/31/2020
Kore Private Wealth LLC37,032$1,256 03/31/2020
     EPP37,032$1,256 03/31/2020
Van Hulzen Asset Management LLC34,948$1,185 03/31/2020
     EPP34,948$1,185 03/31/2020
Bank of New York Mellon Corp34,783$1,180 03/31/2020
     EPP34,783$1,180 03/31/2020
LPL Financial LLC33,683$1,142 03/31/2020
     EPP33,683$1,142 03/31/2020
First Citizens Bank & Trust Co.33,151$1,124 03/31/2020
     EPP33,151$1,124 03/31/2020
Massmutual Trust Co. FSB ADV31,094$1,054 03/31/2020
     EPP31,094$1,054 03/31/2020
Palisades Hudson Asset Management L.P.30,449$1,033 03/31/2020
     EPP30,449$1,033 03/31/2020
Stifel Financial Corp29,873$1,011 03/31/2020
     EPP29,873$1,011 03/31/2020
Round Table Services LLC29,638$1,005 03/31/2020
     EPP29,638$1,005 03/31/2020
MML Investors Services LLC28,505$967 03/31/2020
     EPP28,505$967 03/31/2020
Advisory Services Network LLC27,465$931 03/31/2020
     EPP27,465$931 03/31/2020
Invesco Ltd.27,383$929 03/31/2020
     EPP27,383$929 03/31/2020
Resonant Capital Advisors LLC27,000$916 03/31/2020
     EPP27,000$916 03/31/2020
Meitav Dash Investments Ltd.23,947$812 03/31/2020
     EPP23,947$812 03/31/2020
US Bancorp DE23,553$798 03/31/2020
     EPP23,553$798 03/31/2020
Lee Danner & Bass Inc.21,723$737 03/31/2020
     EPP21,723$737 03/31/2020
Keebeck Wealth Management LLC19,552$663 03/31/2020
     EPP19,552$663 03/31/2020
Raymond James & Associates19,321$655 03/31/2020
     EPP19,321$655 03/31/2020
SG Americas Securities LLC18,760$636 03/31/2020
     EPP18,760$636 03/31/2020
Charter Trust Co.18,032$612 03/31/2020
     EPP18,032$612 03/31/2020
Osborn Williams & Donohoe LLC17,600$597 03/31/2020
     EPP17,600$597 03/31/2020
UBP Investment Advisors SA16,778$569 03/31/2020
     EPP16,778$569 03/31/2020
Advisor Group Holdings Inc.17,244$555 03/31/2020
     EPP17,244$555 03/31/2020
Schroder Investment Management Group15,480$544 03/31/2020
     EPP15,480$544 03/31/2020
Marotta Asset Management16,178$531 03/31/2020
     EPP16,178$531 03/31/2020
Bahl & Gaynor Inc.15,305$519 03/31/2020
     EPP15,305$519 03/31/2020
AMG National Trust Bank15,308$519 03/31/2020
     EPP15,308$519 03/31/2020
Soltis Investment Advisors LLC14,244$483 03/31/2020
     EPP14,244$483 03/31/2020
Pinnacle Advisory Group Inc.13,984$474 03/31/2020
     EPP13,984$474 03/31/2020
Trexquant Investment LP13,828$469 03/31/2020
     EPP13,828$469 03/31/2020
Ferguson Wellman Capital Management Inc.13,440$456 03/31/2020
     EPP13,440$456 03/31/2020
Adams Asset Advisors LLC13,354$452 03/31/2020
     EPP13,354$452 03/31/2020
Ladenburg Thalmann Financial Services Inc.9,369$434 12/31/2019
     EPP9,369$434 12/31/2019
First Republic Investment Management Inc.12,644$429 03/31/2020
     EPP12,644$429 03/31/2020
Great West Life Assurance Co. Can12,038$412 03/31/2020
     EPP12,038$412 03/31/2020
Diversified Trust Co11,950$405 03/31/2020
     EPP11,950$405 03/31/2020
Commerce Bank11,161$378 03/31/2020
     EPP11,161$378 03/31/2020
Brandywine Oak Private Wealth LLC0$377 03/31/2020
     EPP0$377 03/31/2020
Family Firm Inc.11,086$376 03/31/2020
     EPP11,086$376 03/31/2020
Fifth Third Bancorp10,396$353 03/31/2020
     EPP10,396$353 03/31/2020
GFS Advisors LLC9,365$348 03/31/2020
     EPP9,365$348 03/31/2020
Advisor Group Inc.7,224$336 12/31/2019
     EPP7,224$336 12/31/2019
CWM LLC9,829$333 03/31/2020
     EPP9,829$333 03/31/2020
Compagnie Lombard Odier SCmA9,605$325 03/31/2020
     EPP9,605$325 03/31/2020
Cresset Asset Management LLC9,528$323 03/31/2020
     EPP9,528$323 03/31/2020
Marshall Wace LLP9,394$319 03/31/2020
     EPP9,394$319 03/31/2020
Boston Trust Walden Corp9,400$319 03/31/2020
     EPP9,400$319 03/31/2020
Highland Capital Management LLC9,371$318 03/31/2020
     EPP9,371$318 03/31/2020
BNP Paribas Arbitrage SA9,146$310 03/31/2020
     EPP9,146$310 03/31/2020
Pictet Asset Management Ltd.9,149$310 03/31/2020
     EPP9,149$310 03/31/2020
Montag A & Associates Inc.8,900$302 03/31/2020
     EPP8,900$302 03/31/2020
Ledyard National Bank8,736$296 03/31/2020
     EPP8,736$296 03/31/2020
Van ECK Associates Corp8,475$287 03/31/2020
     EPP8,475$287 03/31/2020
Financial Counselors Inc.8,025$272 03/31/2020
     EPP8,025$272 03/31/2020
Itau Unibanco Holding S.A.7,900$268 03/31/2020
     EPP7,900$268 03/31/2020
Prudential Financial Inc.7,665$260 03/31/2020
     EPP7,665$260 03/31/2020
Mirae Asset Global Investments Co. Ltd.7,600$258 03/31/2020
     EPP7,600$258 03/31/2020
Icon Wealth Partners LLC7,218$245 03/31/2020
     EPP7,218$245 03/31/2020
Patriot Investment Management Inc.7,185$243 03/31/2020
     EPP7,185$243 03/31/2020
Daiwa Securities Group Inc.6,524$221 03/31/2020
     EPP6,524$221 03/31/2020
Synovus Financial Corp6,351$215 03/31/2020
     EPP6,351$215 03/31/2020
CVA Family Office LLC6,316$214 03/31/2020
     EPP6,316$214 03/31/2020
CENTRAL TRUST Co6,283$213 03/31/2020
     EPP6,283$213 03/31/2020
Hirtle Callaghan & Co LLC6,232$211 03/31/2020
     EPP6,232$211 03/31/2020
swisspartners Advisors Ltd6,205$210 03/31/2020
     EPP6,205$210 03/31/2020
Zurich Insurance Group Ltd FI6,125$209 03/31/2020
     EPP6,125$209 03/31/2020
Steward Partners Investment Advisory LLC6,192$209 03/31/2020
     EPP6,192$209 03/31/2020
Psagot Investment House Ltd.6,103$207 03/31/2020
     EPP6,103$207 03/31/2020
Northwestern Mutual Wealth Management Co.5,894$200 03/31/2020
     EPP5,894$200 03/31/2020
Bank of Montreal Can5,244$178 03/31/2020
     EPP5,244$178 03/31/2020
Paloma Partners Management Co4,217$143 03/31/2020
     EPP4,217$143 03/31/2020
Acropolis Investment Management LLC3,608$122 03/31/2020
     EPP3,608$122 03/31/2020
IFP Advisors Inc3,487$121 03/31/2020
     EPP3,487$121 03/31/2020
Glenmede Trust Co. NA2,304$106 03/31/2020
     EPP2,304$106 03/31/2020
Blair William & Co. IL2,726$92 03/31/2020
     EPP2,726$92 03/31/2020
QCI Asset Management Inc. NY2,670$91 03/31/2020
     EPP2,670$91 03/31/2020
Whittier Trust Co.2,360$80 03/31/2020
     EPP2,360$80 03/31/2020
Capital Bank & Trust Co2,280$77 03/31/2020
     EPP2,280$77 03/31/2020
Brown Brothers Harriman & Co.2,146$73 03/31/2020
     EPP2,146$73 03/31/2020
FMR LLC2,028$69 03/31/2020
     EPP2,028$69 03/31/2020
Endurance Wealth Management Inc.1,985$67 03/31/2020
     EPP1,985$67 03/31/2020
Salem Investment Counselors Inc.1,840$62 03/31/2020
     EPP1,840$62 03/31/2020
Cullen Frost Bankers Inc.1,392$47 03/31/2020
     EPP1,392$47 03/31/2020
MCF Advisors LLC1,390$47 03/31/2020
     EPP1,390$47 03/31/2020
Arden Trust Co1,216$41 03/31/2020
     EPP1,216$41 03/31/2020
Bessemer Group Inc.1,100$37 03/31/2020
     EPP1,100$37 03/31/2020
Ancora Advisors LLC1,100$37 03/31/2020
     EPP1,100$37 03/31/2020
Lindbrook Capital LLC1,040$35 03/31/2020
     EPP1,040$35 03/31/2020
Tompkins Financial Corp975$33 03/31/2020
     EPP975$33 03/31/2020
McIlrath & Eck LLC900$31 03/31/2020
     EPP900$31 03/31/2020
Citizens Financial Group Inc RI800$27 03/31/2020
     EPP800$27 03/31/2020
Jacobi Capital Management LLC750$25 03/31/2020
     EPP750$25 03/31/2020
City Holding Co.675$23 03/31/2020
     EPP675$23 03/31/2020
Whittier Trust Co. of Nevada Inc.687$23 03/31/2020
     EPP687$23 03/31/2020
First Manhattan Co.625$21 03/31/2020
     EPP625$21 03/31/2020
Migdal Insurance & Financial Holdings Ltd.580$20 03/31/2020
     EPP580$20 03/31/2020
MUFG Americas Holdings Corp500$17 03/31/2020
     EPP500$17 03/31/2020
Perkins Coie Trust Co496$17 03/31/2020
     EPP496$17 03/31/2020
Davis Capital Management450$15 03/31/2020
     EPP450$15 03/31/2020
Gradient Investments LLC410$14 03/31/2020
     EPP410$14 03/31/2020
Flagship Harbor Advisors LLC424$14 03/31/2020
     EPP424$14 03/31/2020
JFS Wealth Advisors LLC380$13 03/31/2020
     EPP380$13 03/31/2020
Ellevest Inc.343$12 03/31/2020
     EPP343$12 03/31/2020
Carroll Financial Associates Inc.328$11 03/31/2020
     EPP328$11 03/31/2020
Verus Capital Partners LLC333$11 03/31/2020
     EPP333$11 03/31/2020
WASHINGTON TRUST Co300$10 03/31/2020
     EPP300$10 03/31/2020
Column Capital Advisors LLC300$10 03/31/2020
     EPP300$10 03/31/2020
Evoke Wealth LLC281$10 03/31/2020
     EPP281$10 03/31/2020
MV Capital Management Inc.269$9 03/31/2020
     EPP269$9 03/31/2020
Harvest Group Wealth Management LLC211$7 03/31/2020
     EPP211$7 03/31/2020
Mcmillion Capital Management Inc.180$6 03/31/2020
     EPP180$6 03/31/2020
Winslow Evans & Crocker Inc.152$6 03/31/2020
     EPP152$6 03/31/2020
Pinnacle Bank189$6 03/31/2020
     EPP189$6 03/31/2020
Ellis Investment Partners LLC183$6 03/31/2020
     EPP183$6 03/31/2020
EPG Wealth Management LLC163$6 03/31/2020
     EPP163$6 03/31/2020
Parallel Advisors LLC150$5 03/31/2020
     EPP150$5 03/31/2020
Versant Capital Management Inc150$5 03/31/2020
     EPP150$5 03/31/2020
Assetmark Inc.111$4 03/31/2020
     EPP111$4 03/31/2020
Wealthcare Advisory Partners LLC124$4 03/31/2020
     EPP124$4 03/31/2020
Squar Milner Financial Services LLC142$4 03/31/2020
     EPP142$4 03/31/2020
AGF Investments Inc.80$3 03/31/2020
     EPP80$3 03/31/2020
Reilly Financial Advisors LLC97$3 03/31/2020
     EPP97$3 03/31/2020
Global Retirement Partners LLC94$3 03/31/2020
     EPP94$3 03/31/2020
Peoples Financial Services CORP.50$2 03/31/2020
     EPP50$2 03/31/2020
Lenox Wealth Management Inc.59$2 03/31/2020
     EPP59$2 03/31/2020
Simplex Trading LLC67$2 03/31/2020
     EPP67$2 03/31/2020
Archer Investment Corp69$2 03/31/2020
     EPP69$2 03/31/2020
Optimum Investment Advisors24$1 03/31/2020
     EPP24$1 03/31/2020
Benjamin F. Edwards & Company Inc.25$1 03/31/2020
     EPP25$1 03/31/2020
Lenox Wealth Advisors LLC24$1 03/31/2020
     EPP24$1 03/31/2020
Capital Investment Advisory Services LLC19$1 03/31/2020
     EPP19$1 03/31/2020
Claraphi Advisory Network LLC21$1 03/31/2020
     EPP21$1 03/31/2020
Efficient Wealth Management LLC27$1 03/31/2020
     EPP27$1 03/31/2020
Tsfg LLC31$1 03/31/2020
     EPP31$1 03/31/2020
HBC Financial Services PLLC36$1 03/31/2020
     EPP36$1 03/31/2020
Huntington National Bank1$0 03/31/2020
     EPP1$0 03/31/2020
Proequities Inc.0$0 03/31/2020
     EPP0$0 03/31/2020
Ameritas Investment Company LLC10$0 03/31/2020
     EPP10$0 03/31/2020
Truvestments Capital LLC24$0 03/31/2020
     EPP24$0 03/31/2020
Cutler Group LP400$-17 03/31/2020
     Put2,600$17 03/31/2020
     Call400$0 03/31/2020

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

EPP — Current Quote
Quotes delayed 20 minutes
EPP — Performance

Funds Holding EPP | www.HoldingsChannel.com

Copyright © 2013 - 2020, 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 videos powered by Market News Video. Quote data delayed at least 20 minutes; data powered by Ticker Technologies, and Mergent. Contact Holdings Channel; Meet Our Editorial Staff.