ETF · 97717W422
Holders (tracked)
5
Combined shares
167,981
Combined value
$7.78M
Last close
—
Quarter
2025Q4
Tracked holders · last 8 quarters
+2 vs previous quarter over the last 8.
Who owns EPI
5 super-investors · 2025Q4
Tracked stake
168.0K
shares
Combined value
$8M
% of shares outstanding
—
shares-out unknown
Quarter action mix
New3Trim2
| # | Manager | Shares | Value |
|---|---|---|---|
| 1 | Ken Griffin Citadel Advisors | 120.6K | $6M |
| 2 | Ken Griffin Citadel Advisors | 24.2K | $1M |
| 3 | D.E. Shaw & Co. | 12.0K | $554K |
| 4 | Ken Fisher Fisher Asset Mgmt | 6.6K | $306K |
| 5 | Paul Tudor Jones Tudor Investment | 4.6K | $212K |
Who moved on this name in 2025Q4
13F transactions reported for the latest quarter, grouped by direction.
New positions3
- D.E. Shaw & Co.+11,960$554K
- Ken Fisher (Fisher Asset Mgmt)+6,620$306K
- Paul Tudor Jones (Tudor Investment)+4,585$212K
Added to0
—
Trimmed1
- Ken Griffin (Citadel Advisors)−298,816$13.8M
Exited0
—
Institutional ownership over time
Distinct super-investors holding this ticker · combined dollar value, by quarter.
| Quarter | Holders | Combined value |
|---|---|---|
| 2022Q1 | 6 | $104.2M |
| 2022Q2 | 3 | $52.9M |
| 2022Q3 | 5 | $60K |
| 2022Q4 | 9 | $62.7M |
| 2023Q1 | 9 | $51.4M |
| 2023Q2 | 7 | $94.2M |
| 2023Q3 | 5 | $57.7M |
| 2023Q4 | 5 | $68.6M |
| 2024Q1 | 7 | $172.8M |
| 2024Q2 | 7 | $183.9M |
| 2024Q3 | 7 | $94.5M |
| 2024Q4 | 5 | $4.9M |
| 2025Q1 | 6 | $69.6M |
| 2025Q2 | 6 | $11.6M |
| 2025Q3 | 3 | $19.3M |
| 2025Q4 | 5 | $7.8M |