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 185 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 JPMorgan Chase & Co.. For more details on the positions held by JPMorgan Chase & Co. (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
JPMorgan Chase & Co.10,295,491$446,927 12/31/2023
     EPP10,295,491$446,927 12/31/2023
Goldman Sachs Group Inc.8,276,266$359,273 12/31/2023
     EPP8,276,266$359,273 12/31/2023
Bank of America Corp DE3,814,913$165,605 12/31/2023
     EPP3,814,913$165,605 12/31/2023
BlackRock Inc.1,866,587$81,029 12/31/2023
     EPP1,866,587$81,029 12/31/2023
Morgan Stanley1,782,968$77,399 12/31/2023
     EPP1,782,968$77,399 12/31/2023
Asset Management One Co. Ltd.1,479,595$64,229 12/31/2023
     EPP1,479,595$64,229 12/31/2023
Money Design Co. Ltd.690,875$29,991 12/31/2023
     EPP690,875$29,991 12/31/2023
Deutsche Bank AG661,209$28,703 12/31/2023
     EPP661,209$28,703 12/31/2023
Partners Capital Investment Group LLP363,728$15,789 12/31/2023
     EPP363,728$15,789 12/31/2023
UBS Group AG363,593$15,784 12/31/2023
     EPP363,593$15,784 12/31/2023
The PNC Financial Services Group Inc.266,889$11,586 12/31/2023
     EPP266,889$11,586 12/31/2023
Amundi249,025$10,462 12/31/2023
     EPP249,025$10,462 12/31/2023
Jane Street Group LLC236,662$10,273 12/31/2023
     EPP236,662$10,273 12/31/2023
Flow Traders U.S. LLC188,681$8,191 12/31/2023
     EPP188,681$8,191 12/31/2023
OLD Mission Capital LLC184,702$8,018 12/31/2023
     EPP184,702$8,018 12/31/2023
Wells Fargo & Company MN160,025$6,947 12/31/2023
     EPP160,025$6,947 12/31/2023
Prudential PLC111,000$4,819 12/31/2023
     EPP111,000$4,819 12/31/2023
Greytown Advisors Inc.105,002$4,558 12/31/2023
     EPP105,002$4,558 12/31/2023
Lmcg Investments LLC104,539$4,538 12/31/2023
     EPP104,539$4,538 12/31/2023
Susquehanna International Group LLP101,619$4,411 12/31/2023
     EPP101,619$4,411 12/31/2023
Hilltop Holdings Inc.96,040$4,169 12/31/2023
     EPP96,040$4,169 12/31/2023
Syon Capital LLC95,581$4,149 12/31/2023
     EPP95,581$4,149 12/31/2023
Ameriprise Financial Inc.91,928$3,991 12/31/2023
     EPP91,928$3,991 12/31/2023
Envestnet Asset Management Inc.89,787$3,898 12/31/2023
     EPP89,787$3,898 12/31/2023
Banco Bilbao Vizcaya Argentaria S.A.88,169$3,827 12/31/2023
     EPP88,169$3,827 12/31/2023
Rathbone Brothers plc86,293$3,746 12/31/2023
     EPP86,293$3,746 12/31/2023
Royal Bank of Canada84,191$3,654 12/31/2023
     EPP84,191$3,654 12/31/2023
FIL Ltd82,594$3,585 12/31/2023
     EPP82,594$3,585 12/31/2023
Hsbc Holdings PLC81,497$3,538 12/31/2023
     EPP81,497$3,538 12/31/2023
Cerity Partners LLC75,417$3,274 12/31/2023
     EPP75,417$3,274 12/31/2023
Banco Santander S.A.68,446$2,971 12/31/2023
     EPP68,446$2,971 12/31/2023
MML Investors Services LLC68,021$2,953 12/31/2023
     EPP68,021$2,953 12/31/2023
CI Private Wealth LLC66,697$2,895 12/31/2023
     EPP66,697$2,895 12/31/2023
Rockefeller Capital Management L.P.65,939$2,862 12/31/2023
     EPP65,939$2,862 12/31/2023
The Manufacturers Life Insurance Company 63,094$2,739 12/31/2023
     EPP63,094$2,739 12/31/2023
Israel Discount Bank of New York59,012$2,562 12/31/2023
     EPP59,012$2,562 12/31/2023
Congress Wealth Management LLC DE 57,956$2,481 03/31/2024
     EPP57,956$2,481 03/31/2024
Congress Asset Management Co. MA57,502$2,462 03/31/2024
     EPP57,502$2,462 03/31/2024
Robertson Stephens Wealth Management LLC56,416$2,449 12/31/2023
     EPP56,416$2,449 12/31/2023
Connectus Wealth LLC55,897$2,431 12/31/2023
     EPP55,897$2,431 12/31/2023
Truist Financial Corp49,933$2,168 12/31/2023
     EPP49,933$2,168 12/31/2023
Integris Wealth Management LLC49,832$2,163 12/31/2023
     EPP49,832$2,163 12/31/2023
Kestra Advisory Services LLC43,067$1,870 12/31/2023
     EPP43,067$1,870 12/31/2023
Sharper & Granite LLC43,317$1,855 03/31/2024
     EPP43,317$1,855 03/31/2024
Raymond James Trust N.A.41,000$1,780 12/31/2023
     EPP41,000$1,780 12/31/2023
Citadel Advisors LLC $1,658 12/31/2023
     EPP39,193$1,701 12/31/2023
     Put1,000$43 12/31/2023
LPL Financial LLC37,672$1,635 12/31/2023
     EPP37,672$1,635 12/31/2023
Stelac Advisory Services LLC36,844$1,599 12/31/2023
     EPP36,844$1,599 12/31/2023
Commonwealth Equity Services LLC35,245$1,530 12/31/2023
     EPP35,245$1,530 12/31/2023
Raymond James Financial Services Advisors Inc.30,824$1,338 12/31/2023
     EPP30,824$1,338 12/31/2023
Bank of New York Mellon Corp28,711$1,246 12/31/2023
     EPP28,711$1,246 12/31/2023
Squarepoint Ops LLC24,516$1,064 12/31/2023
     EPP24,516$1,064 12/31/2023
Keybank National Association OH23,801$1,033 12/31/2023
     EPP23,801$1,033 12/31/2023
Mmbg Investment Advisors CO.23,290$1,011 12/31/2023
     EPP23,290$1,011 12/31/2023
Cresset Asset Management LLC22,923$995 12/31/2023
     EPP22,923$995 12/31/2023
Lazard Asset Management LLC22,659$983 12/31/2023
     EPP22,659$983 12/31/2023
Meitav Dash Investments Ltd.22,526$978 12/31/2023
     EPP22,526$978 12/31/2023
Northern Trust Corp22,234$965 12/31/2023
     EPP22,234$965 12/31/2023
Green Harvest Asset Management LLC21,283$924 12/31/2023
     EPP21,283$924 12/31/2023
Lee Danner & Bass Inc.20,973$910 12/31/2023
     EPP20,973$910 12/31/2023
TCTC Holdings LLC20,700$899 12/31/2023
     EPP20,700$899 12/31/2023
Resolute Partners Group19,992$868 12/31/2023
     EPP19,992$868 12/31/2023
Northwestern Mutual Wealth Management Co.19,731$857 12/31/2023
     EPP19,731$857 12/31/2023
AFG Fiduciary Services Limited Partnership19,063$824 03/31/2024
     EPP19,063$824 03/31/2024
Massmutual Trust Co. FSB ADV18,907$809 03/31/2024
     EPP18,907$809 03/31/2024
Yahav Achim Ve Achayot Provident Funds Management Co Ltd.15,860$688 12/31/2023
     EPP15,860$688 12/31/2023
Blair William & Co. IL15,104$656 12/31/2023
     EPP15,104$656 12/31/2023
Comerica Bank15,029$652 12/31/2023
     EPP15,029$652 12/31/2023
AlTi Global Inc.14,976$650 12/31/2023
     EPP14,976$650 12/31/2023
Invesco Ltd.14,922$648 12/31/2023
     EPP14,922$648 12/31/2023
Advisor Group Holdings Inc.14,944$648 12/31/2023
     EPP14,944$648 12/31/2023
HighTower Advisors LLC14,443$625 12/31/2023
     EPP14,443$625 12/31/2023
Next Level Private LLC14,294$612 03/31/2024
     EPP14,294$612 03/31/2024
Qube Research & Technologies Ltd14,100$612 12/31/2023
     EPP14,100$612 12/31/2023
Bahl & Gaynor Inc.13,530$587 12/31/2023
     EPP13,530$587 12/31/2023
Becker Capital Management Inc.12,500$543 12/31/2023
     EPP12,500$543 12/31/2023
Bessemer Group Inc.12,330$536 12/31/2023
     EPP12,330$536 12/31/2023
Highland Capital Management LLC11,520$500 12/31/2023
     EPP11,520$500 12/31/2023
Great West Life Assurance Co. Can11,190$483 12/31/2023
     EPP11,190$483 12/31/2023
Resonant Capital Advisors LLC11,000$478 12/31/2023
     EPP11,000$478 12/31/2023
Stifel Financial Corp10,535$457 12/31/2023
     EPP10,535$457 12/31/2023
Metlife Inc.10,436$455 12/31/2023
     EPP10,436$455 12/31/2023
Raymond James & Associates9,953$432 12/31/2023
     EPP9,953$432 12/31/2023
Compagnie Lombard Odier SCmA9,605$417 12/31/2023
     EPP9,605$417 12/31/2023
Daiwa Securities Group Inc.9,570$415 12/31/2023
     EPP9,570$415 12/31/2023
First Horizon Advisors Inc.9,445$410 12/31/2023
     EPP9,445$410 12/31/2023
swisspartners Advisors Ltd9,365$407 12/31/2023
     EPP9,365$407 12/31/2023
Brandywine Oak Private Wealth LLC9,158$398 12/31/2023
     EPP9,158$398 12/31/2023
AMG National Trust Bank7,969$346 12/31/2023
     EPP7,969$346 12/31/2023
Cooperman Leon G7,610$330 12/31/2023
     EPP7,610$330 12/31/2023
Commerce Bank7,589$329 12/31/2023
     EPP7,589$329 12/31/2023
Wharton Business Group LLC7,562$328 12/31/2023
     EPP7,562$328 12/31/2023
CIBC Private Wealth Group LLC7,370$320 12/31/2023
     EPP7,370$320 12/31/2023
Creative Planning7,123$309 12/31/2023
     EPP7,123$309 12/31/2023
CVA Family Office LLC7,000$300 03/31/2024
     EPP7,000$300 03/31/2024
Montag A & Associates Inc.6,900$300 12/31/2023
     EPP6,900$300 12/31/2023
Etfidea LLC6,911$300 12/31/2023
     EPP6,911$300 12/31/2023
Itau Unibanco Holding S.A.6,800$295 12/31/2023
     EPP6,800$295 12/31/2023
Cetera Advisor Networks LLC6,475$281 12/31/2023
     EPP6,475$281 12/31/2023
Family Firm Inc.6,477$281 12/31/2023
     EPP6,477$281 12/31/2023
Cambridge Investment Research Advisors Inc.6,084$264 12/31/2023
     EPP6,084$264 12/31/2023
Wealth Enhancement Advisory Services LLC6,025$258 03/31/2024
     EPP6,025$258 03/31/2024
Mitchell Sinkler & Starr PA5,941$258 12/31/2023
     EPP5,941$258 12/31/2023
Private Advisor Group LLC5,732$249 12/31/2023
     EPP5,732$249 12/31/2023
VERITY Wealth Advisors5,740$246 03/31/2024
     EPP5,740$246 03/31/2024
Checchi Capital Advisers LLC5,461$237 12/31/2023
     EPP5,461$237 12/31/2023
Trexquant Investment LP5,222$227 12/31/2023
     EPP5,222$227 12/31/2023
CoreCap Advisors LLC5,206$226 12/31/2023
     EPP5,206$226 12/31/2023
Citigroup Inc.5,125$222 12/31/2023
     EPP5,125$222 12/31/2023
GenTrust LLC5,000$217 12/31/2023
     EPP5,000$217 12/31/2023
Jacobi Capital Management LLC4,921$214 12/31/2023
     EPP4,921$214 12/31/2023
Y Intercept Hong Kong Ltd4,796$208 12/31/2023
     EPP4,796$208 12/31/2023
SignalPoint Asset Management LLC4,700$201 03/31/2024
     EPP4,700$201 03/31/2024
Phillips Financial Management LLC4,382$190 12/31/2023
     EPP4,382$190 12/31/2023
Schroder Investment Management Group4,200$182 12/31/2023
     EPP4,200$182 12/31/2023
Hexagon Capital Partners LLC3,808$163 03/31/2024
     EPP3,808$163 03/31/2024
US Bancorp DE3,694$160 12/31/2023
     EPP3,694$160 12/31/2023
Cambridge Trust Co.3,630$158 12/31/2023
     EPP3,630$158 12/31/2023
Cherry Tree Wealth Management LLC3,396$147 12/31/2023
     EPP3,396$147 12/31/2023
NBC Securities Inc.3,200$136 03/31/2024
     EPP3,200$136 03/31/2024
Acropolis Investment Management LLC3,050$131 03/31/2024
     EPP3,050$131 03/31/2024
Whittier Trust Co. of Nevada Inc.2,712$118 12/31/2023
     EPP2,712$118 12/31/2023
Steward Partners Investment Advisory LLC2,466$107 12/31/2023
     EPP2,466$107 12/31/2023
FMR LLC2,292$100 12/31/2023
     EPP2,292$100 12/31/2023
Glenmede Trust Co. NA2,100$91 12/31/2023
     EPP2,100$91 12/31/2023
Bank of Montreal Can1,742$76 12/31/2023
     EPP1,742$76 12/31/2023
BigSur Wealth Management LLC1,730$75 12/31/2023
     EPP1,730$75 12/31/2023
CENTRAL TRUST Co1,620$70 12/31/2023
     EPP1,620$70 12/31/2023
Zions Bancorporation N.A.1,497$65 12/31/2023
     EPP1,497$65 12/31/2023
IFP Advisors Inc1,184$51 12/31/2023
     EPP1,184$51 12/31/2023
Transamerica Financial Advisors Inc.1,109$49 12/31/2023
     EPP1,109$49 12/31/2023
Ancora Advisors LLC1,100$48 12/31/2023
     EPP1,100$48 12/31/2023
Parallel Advisors LLC1,100$48 12/31/2023
     EPP1,100$48 12/31/2023
Lindbrook Capital LLC1,040$45 12/31/2023
     EPP1,040$45 12/31/2023
Emfo LLC875$38 12/31/2023
     EPP875$38 12/31/2023
LM Advisors LLC645$28 12/31/2023
     EPP645$28 12/31/2023
Tyler Stone Wealth Management632$27 12/31/2023
     EPP632$27 12/31/2023
Global Retirement Partners LLC627$26 12/31/2023
     EPP627$26 12/31/2023
Fifth Third Bancorp574$25 12/31/2023
     EPP574$25 12/31/2023
Huntington National Bank555$24 12/31/2023
     EPP555$24 12/31/2023
O Shaughnessy Asset Management LLC561$24 12/31/2023
     EPP561$24 12/31/2023
SOA Wealth Advisors LLC.466$20 03/31/2024
     EPP466$20 03/31/2024
Sound Income Strategies LLC420$18 03/31/2024
     EPP420$18 03/31/2024
Tower Research Capital LLC TRC 375$16 12/31/2023
     EPP375$16 12/31/2023
McIlrath & Eck LLC375$16 12/31/2023
     EPP375$16 12/31/2023
Allworth Financial LP338$15 12/31/2023
     EPP338$15 12/31/2023
Hazlett Burt & Watson Inc.300$13 12/31/2023
     EPP300$13 12/31/2023
Colonial Trust Advisors300$13 12/31/2023
     EPP300$13 12/31/2023
Aberdeen Wealth Management LLC300$13 12/31/2023
     EPP300$13 12/31/2023
National Bank of Canada FI280$12 12/31/2023
     EPP280$12 12/31/2023
Archer Investment Corp283$12 12/31/2023
     EPP283$12 12/31/2023
Wetzel Investment Advisors Inc.266$12 12/31/2023
     EPP266$12 12/31/2023
Harbor Investment Advisory LLC258$11 03/31/2024
     EPP258$11 03/31/2024
JFS Wealth Advisors LLC252$11 12/31/2023
     EPP252$11 12/31/2023
Nemes Rush Group LLC254$11 12/31/2023
     EPP254$11 12/31/2023
Northwest Financial Advisors250$11 12/31/2023
     EPP250$11 12/31/2023
Glass Jacobson Investment Advisors llc225$10 12/31/2023
     EPP225$10 12/31/2023
CWM LLC209$9 03/31/2024
     EPP209$9 03/31/2024
Tradition Wealth Management LLC212$9 12/31/2023
     EPP212$9 12/31/2023
Fairfield Bush & CO.187$8 12/31/2023
     EPP187$8 12/31/2023
Anchor Investment Management LLC189$8 12/31/2023
     EPP189$8 12/31/2023
City Holding Co.175$7 03/31/2024
     EPP175$7 03/31/2024
Versant Capital Management Inc159$7 03/31/2024
     EPP159$7 03/31/2024
Park Place Capital Corp135$6 03/31/2024
     EPP135$6 03/31/2024
Venturi Wealth Management LLC148$6 12/31/2023
     EPP148$6 12/31/2023
Investors Research Corp124$5 12/31/2023
     EPP124$5 12/31/2023
Davis Capital Management90$4 03/31/2024
     EPP90$4 03/31/2024
Balentine LLC88$4 12/31/2023
     EPP88$4 12/31/2023
Capital Investment Advisory Services LLC82$4 12/31/2023
     EPP82$4 12/31/2023
Byrne Asset Management LLC100$4 12/31/2023
     EPP100$4 12/31/2023
Whittier Trust Co.75$3 12/31/2023
     EPP75$3 12/31/2023
Farther Finance Advisors LLC65$3 12/31/2023
     EPP65$3 12/31/2023
Salem Investment Counselors Inc.40$2 03/31/2024
     EPP40$2 03/31/2024
Peoples Financial Services CORP.50$2 03/31/2024
     EPP50$2 03/31/2024
Lee Financial Co51$2 12/31/2023
     EPP51$2 12/31/2023
First Command Advisory Services Inc.47$2 12/31/2023
     EPP47$2 12/31/2023
HBC Financial Services PLLC36$2 12/31/2023
     EPP36$2 12/31/2023
Fortis Group Advisors LLC38$2 12/31/2023
     EPP38$2 12/31/2023
Tsfg LLC31$1 03/31/2024
     EPP31$1 03/31/2024
Principal Securities Inc.20$1 12/31/2023
     EPP20$1 12/31/2023
Advisory Services Network LLC20$1 12/31/2023
     EPP20$1 12/31/2023
Avion Wealth27$1 12/31/2023
     EPP27$1 12/31/2023
Naples Money Management LLC16$1 12/31/2023
     EPP16$1 12/31/2023
Proequities Inc.0$0 12/31/2023
     EPP0$0 12/31/2023
Cutler Group LP $0 12/31/2023
     Call600$0 12/31/2023
Activest Wealth Management11$0 12/31/2023
     EPP11$0 12/31/2023

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

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