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On this page, we present all of the funds holding EP from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding EP, with a link to that fund's top holdings. The next columns indicate the amount of EP stock held by each of the funds holding EP, followed by the EP position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 57 funds holding EP within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Invesco Ltd.. For more details on the positions held by Invesco Ltd. (or by any of the other funds holding EP), click the fund name in the "Holder" column of the funds-holding-EP table below.
Position Size
($ in 1000's)
Invesco Ltd. $51,444 09/30/2022
EP.PRC 1,121,511 $51,444 09/30/2022
BlackRock Inc. $23,144 09/30/2022
EP.PRC 352,002 $16,146 09/30/2022
EP 532,115 $6,998 09/30/2022
Macquarie Group Ltd. $7,842 09/30/2022
EP.PRC 170,963 $7,842 09/30/2022
Mariner LLC 549,722 $7,229 09/30/2022
Vanguard Group Inc. 430,734 $5,664 09/30/2022
Gabelli Funds LLC $5,642 09/30/2022
Wells Fargo & Company MN $5,253 09/30/2022
EP 188 $2 09/30/2022
Morgan Stanley $3,999 09/30/2022
EP.PRC 73,994 $3,312 09/30/2022
EP 52,184 $687 09/30/2022
KCS Wealth Advisory $2,890 09/30/2022
Geode Capital Management LLC 169,438 $2,228 09/30/2022
Stephens Inc. AR $2,013 12/31/2022
State Street Corp 107,884 $1,419 09/30/2022
Wiley BROS. Aintree Capital LLC 110,857 $1,364 12/31/2022
Northern Trust Corp 82,508 $1,085 09/30/2022
EP 82,508 $1,085 09/30/2022
Ahrens Investment Partners LLC 75,000 $986 09/30/2022
LPL Financial LLC $779 09/30/2022
EP.PRC 16,985 $779 09/30/2022
Nuveen Asset Management LLC 55,992 $736 09/30/2022
GWM Advisors LLC $596 09/30/2022
Carnegie Capital Asset Management LLC $538 12/31/2022
Vista Private Wealth Partners. LLC $440 12/31/2022
Hills Bank & Trust Co $409 09/30/2022
EP.PRC 8,909 $409 09/30/2022
Charles Schwab Investment Management Inc. 25,902 $341 09/30/2022
Bank of New York Mellon Corp 25,546 $336 09/30/2022
UBS Group AG $261 09/30/2022
EP 2,582 $34 09/30/2022
Neuberger Berman Group LLC $259 09/30/2022
Shufro Rose & Co. LLC $221 12/31/2022
Verdence Capital Advisors LLC 17,492 $215 12/31/2022
Eaton Vance Management $213 09/30/2022
BKD Wealth Advisors LLC $211 09/30/2022
Petrus Trust Company LTA 14,016 $184 09/30/2022
Bank of America Corp DE $178 09/30/2022
EP 945 $12 09/30/2022
Rhumbline Advisers 10,151 $133 09/30/2022
New York State Common Retirement Fund 9,593 $118 12/31/2022
EP 9,593 $118 12/31/2022
Fifth Third Bancorp $113 12/31/2022
Royal Bank of Canada $109 09/30/2022
The PNC Financial Services Group Inc. $92 09/30/2022
EP.PRC 2,000 $92 09/30/2022
JPMorgan Chase & Co. 5,538 $73 09/30/2022
Advisor Group Holdings Inc. $65 09/30/2022
American International Group Inc. 4,799 $63 09/30/2022
California State Teachers Retirement System 3,990 $52 09/30/2022
Deutsche Bank AG 3,344 $44 09/30/2022
Amalgamated Bank 1,840 $24 09/30/2022
Phocas Financial Corp. $23 12/31/2022
EP.PRC 500 $23 12/31/2022
Ancora Advisors LLC $23 09/30/2022
Allworth Financial LP $20 12/31/2022
Strs Ohio 1,600 $19 12/31/2022
TCI Wealth Advisors Inc. 1,283 $17 09/30/2022
Legal & General Group Plc 1,212 $16 09/30/2022
Tower Research Capital LLC TRC 703 $9 09/30/2022
Montag A & Associates Inc. $7 09/30/2022
EP.PRC 150 $7 09/30/2022
Barclays PLC 429 $6 09/30/2022
Ameritas Investment Partners Inc. 508 $6 09/30/2022
CWM LLC $4 09/30/2022
EP.PRC 81 $4 09/30/2022
FMR LLC 153 $2 09/30/2022
Citigroup Inc. 154 $2 09/30/2022
Rockefeller Capital Management L.P. $2 09/30/2022
Credit Suisse AG 56 $1 09/30/2022
EP 56 $1 09/30/2022
Proequities Inc. 0 $0 12/31/2022
EP 0 $0 12/31/2022
EP.PRC 0 $0 12/31/2022
See Summary: Institutional Holders of EP
See Details: Top 10 Hedge Funds Holding EP
Also See: EP Insider Buying
Also See: EP Holdings Changes
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