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Institutional Holdings

EPM

Ownership Summary

Institutions Holding
15
Total Shares Held
1,100,232
Total Value Held
$4,046,483
Quarter
2026-06-30

Active Positions

Increased Positions
6
937,742 shares
Decreased Positions
4
122,790 shares
Held Positions
3
21,019 shares
New Positions
2
18,681 shares
Sold Out Positions
0
0 shares
Institution Shares Value Change % of Portfolio Reported
GEODE CAPITAL MANAGEMENT, LLC 885,707 $3,260,292 ▲ +107,342 0.00% 2026-06-30
Bank of New York Mellon Corp 84,796 $312,047 ▼ -790 0.00% 2026-06-30
Russell Investments Group, Ltd. 37,803 $139,114 ▲ +23,373 0.00% 2026-06-30
Ethic Inc. 37,539 $138,144 ▼ -40,786 0.00% 2026-06-30
Campbell & CO Investment Adviser LLC 18,238 $67,116 New position 0.00% 2026-06-30
Police & Firemen's Retirement System of New Jersey 11,089 $40,808 Unchanged 0.00% 2026-06-30
NEW YORK STATE COMMON RETIREMENT FUND 9,562 $35,188 Unchanged 0.00% 2026-06-30
BNP PARIBAS FINANCIAL MARKETS 7,619 $28,038 ▲ +583 0.00% 2026-06-30
NISA INVESTMENT ADVISORS, LLC 5,727 $21,075 ▲ +5,722 0.00% 2026-06-30
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 443 $1,630 New position 0.00% 2026-06-30
Golden State Wealth Management, LLC 368 $1,354 Unchanged 0.00% 2026-06-30
Sterling Capital Management LLC 228 $839 ▼ -76 0.00% 2026-06-30
SBI Securities Co., Ltd. 227 $835 ▼ -20 0.00% 2026-06-30
HARBOR CAPITAL ADVISORS, INC. 862 $3 ▲ +490 0.00% 2026-06-30
Covestor Ltd 24 $0 ▲ +5 0.00% 2026-06-30