Who owns EPS?
WisdomTree U.S. LargeCap Fund · WisdomTree
174 institutions reported holding EPS, worth $995.9M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of EPS
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Fiduciary Trust Co | Boston, MA | $138.4M | 1,778,576 | −80,558 shares |
| LPL Financial LLC | Fort Mill, SC | $127.5M | 1,638,719 | +126,341 shares |
| Morgan Stanley | New York, NY | $72.3M | 928,869 | +39,193 shares |
| Garrett Wealth Advisory Group, LLC | Weatherford, TX | $58.6M | 752,712 | +2,679 shares |
| Cetera Investment Advisers | Schaumburg, IL | $53.5M | 687,129 | +27,107 shares |
| Private Advisor Group, LLC | Morristown, NJ | $51.7M | 664,596 | −28,996 shares |
| Integrity Alliance, LLC. | Urbandale, IA | $43.8M | 562,910 | +300,462 shares |
| WealthPlan Investment Management, LLC | Omaha, NE | $40.2M | 516,386 | +57,249 shares |
| Team Financial Group, LLC | Temecula, CA | $35.6M | 457,411 | +6,638 shares |
| Kestra Advisory Services, LLC | Austin, TX | $29.7M | 382,217 | +101,006 shares |
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns EPS?
174 institutional managers reported holding EPS in Form 13F filings for June 30, 2026, worth $995.9M in total. The largest reported position was held by Fiduciary Trust Co, at $138.4M.
Did institutions buy or sell EPS last quarter?
Reported 13F value rose 17.5% from March 31, 2026, which includes price moves as well as buying and selling. 19 firms reported a new position and 11 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is EPS ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.