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

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