Institutional shares held 40.8 Million
240K calls
202K puts
Total value of holdings $1.89B
$11.1M calls
$9.41M puts
# of Institutions 303


Latest Institutional Activity in EPI

Top Purchases

Q4 2025
Merit Financial Group, LLC Shares Held: 64.6K ($3M)
Q4 2025
Financial & Tax Architects, LLC Shares Held: 29.5K ($1.37M)
Q4 2025
Dynamic Advisor Solutions LLC Shares Held: 82.8K ($3.85M)
Q4 2025
Stratos Wealth Advisors, LLC Shares Held: 9.5K ($442K)
Q4 2025
Congress Park Capital LLC Shares Held: 8.52K ($396K)

Top Sells

Q4 2025
Ubs Group Ag Shares Held: 395K ($18.3M)
Q4 2025
Migdal Insurance & Financial Holdings Ltd. Shares Held: 2.09M ($97M)
Q4 2025
Wealthfront Advisers LLC Shares Held: 52.7K ($2.45M)
Q4 2025
Sharper & Granite LLC Shares Held: 45.9K ($2.13M)
Q4 2025
Kingswood Wealth Advisors, LLC Shares Held: 11.7K ($542K)

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