EPS Institutional Ownership
Who owns EPS and what the big funds did with it last quarter, from every SEC 13F filing. 175 funds reported holding EPS at Jun 30, 2026.
- ▲79 buying vs 57 selling
- ▼Shares held by funds -4.0%
- ▲Funds holding +2
- ▼Superinvestors: 0 added, 1 cut
- ●Put/call not meaningful
What the filings show, not a forecast. Positions can be up to 45 days old and leave out short sales.
Funds holding and ownership
8 quartersQuarter over quarter
all 13F filers| Q2 2026 | This quarter | Q1 2026 | Change |
|---|---|---|---|
| Funds holding | 175 | 173 | +1.2% |
| In funds' top 10 | 7 | 7 | 0.0% |
| 13F shares | 12.9M | 13.4M | −4.0% |
| Held by funds | – | – | – |
| New positions | 14 | 27 | −48.1% |
| Increased | 65 | 44 | +47.7% |
| Reduced | 46 | 61 | −24.6% |
| Sold out | 11 | 13 | −15.4% |
| Calls (shares) | 0 | 0 | – |
| Puts (shares) | 0 | 0 | – |
| Put/call ratio | – | – | – |
Buyers vs sellers
adding or new vs cutting or sold outSuperinvestors in EPS
All superinvestors →
Who owns EPS
share of fund held shares- Index and passive funds0.2%
- Active managers and hedge funds72.2%
- Banks and brokers27.4%
- Pensions, insurers and other0.2%
The top 10 holders own 65.0% of all EPS shares that funds reported. Groups are our own grouping of filers by name.
Filed so far for Q3 2026
103 funds changed their position- Lido Advisors, LLCAdded+689K sh
- Private Advisor Group, LLCAdded+225K sh
- Systelligence, LLCAdded+119K sh
- Ameritas Advisory Services, LLCTrimmed−101K sh
- Win Advisors, IncNew+60K sh
🔒 Free account: see all 20.
Top holders
Q2 2026| # | Fund | Of company | Shares | Value | Change |
|---|---|---|---|---|---|
| 1 | Fiduciary Trust Co | – | 1.8M | $138M | −81K |
| 2 | LPL Financial LLC | – | 1.6M | $127M | +126K |
| 3 | Morgan Stanley | – | 929K | $72.3M | +39K |
| 4 | Garrett Wealth Advisory Group, LLC | – | 753K | $58.6M | +2,679 |
| 5 | Cetera Investment Advisers | – | 687K | $53.5M | +27K |
| 6 | Private Advisor Group, LLC | – | 665K | $51.7M | −29K |
| 7 | Integrity Alliance, Llc. | – | 563K | $43.8M | +300K |
| 8 | WealthPlan Investment Management, LLC | – | 516K | $40.2M | +57K |
| 9 | Team Financial Group, LLC | – | 457K | $35.6M | +6,638 |
| 10 | Kestra Advisory Services, LLC | – | 382K | $29.7M | +101K |
- Integrity Alliance, Llc.+300K sh+$23.4M
- Flagship Wealth Advisors, LLC+157K sh+$12.2M
- LPL Financial LLC+126K sh+$9.8M
- Kestra Advisory Services, LLC+101K sh+$7.9M
- Ameritas Advisory Services, LLC+90K sh+$7M
- WealthPlan Investment Management, LLC+57K sh+$4.5M
- Morgan Stanley+39K sh+$3M
- Integrity Advisory Solutions, LLC+34K sh+$2.6M
- Lido Advisors, LLC−791K sh−$61.6M
- Win Advisors, Inc−129K sh−$8.8M
- Systelligence, LLC−107K sh−$8.3M
- Fiduciary Trust Co−81K sh−$6.3M
- Ameriprise Financial Inc−37K sh−$2.9M
- Private Advisor Group, LLC−29K sh−$2.3M
- Kmg Fiduciary Partners, LLC−25K sh−$1.7M
- Bank of America Corp /de/−16K sh−$1.2M
EPS institutional ownership FAQ
Who owns the most EPS stock?
In Q2 2026 13F filings the largest holder of EPS was Fiduciary Trust Co, followed by LPL Financial LLC and Morgan Stanley. Index fund managers are usually the biggest holders of large companies.
What percentage of EPS is owned by institutions?
175 funds reported holding 12.9M EPS shares at Jun 30, 2026.
Are hedge funds buying EPS?
In Q2 2026, 79 funds bought EPS (14 of them new positions) and 57 sold (11 sold out completely). Among well known investors, 0 added and 1 cut. Our fund sentiment for EPS is neutral.
What is EPS's institutional put/call ratio?
Too few option positions were reported for a meaningful ratio.
How current is this EPS ownership data?
13F filings show holdings at the end of each quarter and are due within 45 days, so positions can be up to six weeks old when they appear. We add each new filing within minutes, and the "filed so far" list shows funds that have already reported the next quarter.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Fund sentiment summarises what 13F filings show and is not a forecast. Holdings come from SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.