Signals

EPD

1484 in-universe funds with a nonzero position in EPD within the trailing 4 quarters, as of 2025Q3

Flow ranking

Rank#334
Score / z0.585 / 0.88
Consensus509.39 over 1014 funds
Momentumno 12m return

Price & positioning

226 cached closes, trailing year
Drawdownno history
Short interestno FINRA history

Forensics

No XBRL fundamentals on file for this issuer — either not backfilled yet, or a financial/REIT excluded from these ratios. Not the same as clean.

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

No ownership or capital-structure filings on file for this ticker.

LLM reads

Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
Quarter
Fund AUM ($M)
Fund Positions
Quarters Held

Fund holders

Fund Quality Q Positions Value ($M) % of Fund AUM Qtrs Held Δ 1Q Δ 2Q Δ 3Q Δ 4Q
ALPS ADVISORS INC CIK 0001376113 0.942 1170 1,325.2 7.4% 2 -0.3 pp +7.4 pp +7.4 pp +7.4 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 838.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Blackstone Inc. (BX) CIK 0001393818 0.000 516 642.6 2.8% 2 -0.0 pp +2.8 pp +2.8 pp +2.8 pp
MORGAN STANLEY (MS, MS-PA, MS-PE, MS-PF, MS-PI, MS-PK, MS-PL, MS-PO, MS-PP, MS-PQ) CIK 0000895421 0.985 8402 570.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
FAYEZ SAROFIM & CO CIK 0000937729 0.953 300 537.3 1.2% 2 -0.1 pp +1.2 pp +1.2 pp +1.2 pp
AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 533.7 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 507.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 481.4 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
Energy Income Partners, LLC CIK 0001388814 0.832 88 459.8 8.9% 2 -0.0 pp +8.9 pp +8.9 pp +8.9 pp
TORTOISE CAPITAL ADVISORS, L.L.C. CIK 0001280965 0.917 91 458.2 5.9% 2 -0.1 pp +5.9 pp +5.9 pp +5.9 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 425.5 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
KAYNE ANDERSON CAPITAL ADVISORS LP CIK 0000949615 0.924 53 417.6 9.2% 2 -0.5 pp +9.2 pp +9.2 pp +9.2 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 381.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. CIK 0001705339 0.840 3165 361.8 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 346.1 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
CIBC Private Wealth Group LLC CIK 0001298088 0.914 3397 290.1 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
Ensign Peak Advisors, Inc CIK 0001454984 0.904 1724 283.1 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
FMR LLC CIK 0000315066 0.989 5571 264.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 208.0 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
Clearbridge Investments, LLC CIK 0001348883 0.903 699 200.0 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
BERKLEY W R CORP (WRB, WRB-PE, WRB-PF, WRB-PG, WRB-PH) CIK 0000011544 0.000 2 187.6 12.1% 2 +2.3 pp +12.1 pp +12.1 pp +12.1 pp
WESTWOOD HOLDINGS GROUP INC (WHG) CIK 0001165002 0.562 626 174.6 1.2% 2 +1.2 pp +1.2 pp +1.2 pp +1.2 pp
FAIRHOLME CAPITAL MANAGEMENT LLC CIK 0001056831 0.964 13 170.4 13.8% 2 -0.0 pp +13.8 pp +13.8 pp +13.8 pp
CHICKASAW CAPITAL MANAGEMENT LLC CIK 0001276460 0.953 97 155.1 6.3% 2 -0.4 pp +6.3 pp +6.3 pp +6.3 pp
Hamlin Capital Management, LLC CIK 0001277403 0.815 30 153.8 3.5% 2 -0.1 pp +3.5 pp +3.5 pp +3.5 pp
PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 146.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 146.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
STIFEL FINANCIAL CORP (SF, SFB, SF-PB, SF-PC, SF-PD) CIK 0000720672 0.903 3702 123.0 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
LPL Financial LLC CIK 0001403438 0.957 5996 122.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Paralel Advisors LLC CIK 0001895911 0.889 126 114.1 4.4% 2 -0.2 pp +4.4 pp +4.4 pp +4.4 pp
REAVES W H & CO INC CIK 0000740913 0.781 94 109.3 1.9% 2 -0.5 pp +1.9 pp +1.9 pp +1.9 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 104.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 104.5 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 96.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
MILLER HOWARD INVESTMENTS INC /NY CIK 0000903947 0.574 152 96.3 2.9% 2 -0.4 pp +2.9 pp +2.9 pp +2.9 pp
EAGLE GLOBAL ADVISORS LLC CIK 0001130787 0.663 277 91.7 3.5% 2 +0.9 pp +3.5 pp +3.5 pp +3.5 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 85.1 0.1% 2 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) CIK 0000019617 0.981 6818 79.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BROOKFIELD Corp /ON/ (BN, BNH, BNJ, BKPA, BAMGF, BAMKF, BKAMF, BKFAF, BKFDF, BKFOF, BKFPF, BRCFF, BRFAF, BRFCF, BROXF) CIK 0001001085 0.996 139 72.2 0.1% 1 +0.1 pp -0.8 pp +0.1 pp +0.1 pp
U.S. Capital Wealth Advisors, LLC CIK 0001808915 0.424 999 70.8 1.9% 2 -0.1 pp +1.9 pp +1.9 pp +1.9 pp
Americana Partners, LLC CIK 0001797678 0.514 596 63.9 1.9% 2 -0.2 pp +1.9 pp +1.9 pp +1.9 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 63.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 63.6 1.7% 2 -0.2 pp +1.7 pp +1.7 pp +1.7 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 62.8 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT CIK 0001329375 0.600 73 62.3 3.5% 2 -0.2 pp +3.5 pp +3.5 pp +3.5 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 62.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Progeny 3, Inc. CIK 0001536006 0.774 29 59.3 3.1% 2 -0.2 pp +3.1 pp +3.1 pp +3.1 pp
Bollard Group LLC CIK 0001556218 0.801 308 58.8 1.5% 2 +0.2 pp +1.5 pp +1.5 pp +1.5 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 58.1 0.0% 4 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
First Eagle Investment Management, LLC CIK 0001325447 0.890 425 57.8 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Fractal Investments LLC CIK 0001843590 0.851 80 57.4 8.3% 2 -0.3 pp +8.3 pp +8.3 pp +8.3 pp
Texas Yale Capital Corp. CIK 0001332342 0.882 512 56.8 1.8% 2 -0.0 pp +1.8 pp +1.8 pp +1.8 pp
DUFF & PHELPS INVESTMENT MANAGEMENT CO CIK 0000765443 0.785 162 54.7 0.6% 2 +0.2 pp +0.6 pp +0.6 pp +0.6 pp
Recurrent Investment Advisors LLC CIK 0001803146 0.719 71 54.3 4.2% 2 -0.2 pp +4.2 pp +4.2 pp +4.2 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 52.1 0.1% 3 +0.0 pp -0.0 pp +0.1 pp +0.1 pp
Williams Jones Wealth Management, LLC. CIK 0001788587 0.816 547 48.5 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
Northside Capital Management, LLC CIK 0001631052 0.582 187 48.3 4.4% 2 +0.8 pp +4.4 pp +4.4 pp +4.4 pp
LONGFELLOW INVESTMENT MANAGEMENT CO LLC CIK 0001167487 0.497 244 47.7 11.3% 2 -0.4 pp +11.3 pp +11.3 pp +11.3 pp
VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 46.8 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Saudi Central Bank CIK 0001918181 0.602 505 45.0 1.7% 1 +1.7 pp +1.7 pp +1.7 pp +1.7 pp
INFRASTRUCTURE CAPITAL ADVISORS, LLC CIK 0001621802 0.311 179 42.4 5.2% 2 -1.4 pp +5.2 pp +5.2 pp +5.2 pp
Maryland State Retirement & Pension System CIK 0001795552 0.589 1423 42.1 0.9% 2 -0.0 pp +0.9 pp +0.9 pp +0.9 pp
Epoch Investment Partners, Inc. CIK 0001305841 0.679 220 41.7 0.2% 2 +0.0 pp +0.2 pp +0.2 pp +0.2 pp
COOPERMAN LEON G CIK 0000898382 0.812 39 41.4 1.3% 2 -0.1 pp +1.3 pp +1.3 pp +1.3 pp
Oxbow Advisors, LLC CIK 0001564770 0.478 265 40.3 3.7% 2 -0.8 pp +3.7 pp +3.7 pp +3.7 pp
Mariner, LLC CIK 0001373442 0.925 3517 39.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 39.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 37.2 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
PENN DAVIS MCFARLAND INC CIK 0001108893 0.681 79 37.0 3.8% 2 -0.3 pp +3.8 pp +3.8 pp +3.8 pp
Allianz Asset Management GmbH CIK 0001535323 0.869 1564 36.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
TETRAD CORP CIK 0000883597 0.965 3 34.4 3.2% 4 -0.1 pp -0.1 pp -0.3 pp +3.2 pp
BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 34.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 34.1 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
RR Advisors, LLC CIK 0001322613 0.626 25 32.9 7.8% 2 +1.0 pp +7.8 pp +7.8 pp +7.8 pp
CNA FINANCIAL CORP (CNA) CIK 0000021175 0.068 18 32.8 19.3% 2 +3.4 pp +19.3 pp +19.3 pp +19.3 pp
BOWEN HANES & CO INC CIK 0001077583 0.789 151 31.8 0.8% 2 +0.0 pp +0.8 pp +0.8 pp +0.8 pp
Fort Sheridan Advisors LLC CIK 0001606666 0.516 299 30.7 4.0% 2 -0.3 pp +4.0 pp +4.0 pp +4.0 pp
Prospera Financial Services Inc CIK 0001541625 0.534 1468 30.6 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
SailingStone Capital Partners LLC CIK 0001608904 0.677 19 30.3 7.9% 2 +0.3 pp +7.9 pp +7.9 pp +7.9 pp
Creative Planning CIK 0001540235 0.979 4196 28.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.456 1522 28.4 0.7% 2 -0.2 pp +0.7 pp +0.7 pp +0.7 pp
EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 27.7 0.3% 2 -0.1 pp +0.3 pp +0.3 pp +0.3 pp
COMMERCE BANK CIK 0001009076 0.853 1332 27.4 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 27.3 0.0% 3 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
BECK MACK & OLIVER LLC CIK 0000010742 0.841 201 25.2 0.5% 2 -0.1 pp +0.5 pp +0.5 pp +0.5 pp
KDK Private Wealth Management, LLC CIK 0001776910 0.487 57 24.1 24.5% 2 -1.0 pp +24.5 pp +24.5 pp +24.5 pp
Kamunting Street Capital Management, L.P. CIK 0001317267 0.238 25 23.9 17.8% 2 -4.0 pp +17.8 pp +17.8 pp +17.8 pp
US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 23.6 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
JENNISON ASSOCIATES LLC CIK 0000053417 0.959 567 22.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 22.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
SANDERS MORRIS HARRIS LLC CIK 0001053994 0.000 75 22.1 2.9% 2 -2.5 pp +2.9 pp +2.9 pp +2.9 pp
TECTONIC ADVISORS LLC CIK 0001859918 0.672 289 21.2 1.2% 2 +0.0 pp +1.2 pp +1.2 pp +1.2 pp
MAI Capital Management CIK 0001040197 0.725 1889 19.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
STEPHENS INC /AR/ CIK 0000757657 0.689 1332 19.6 0.3% 2 +0.0 pp +0.3 pp +0.3 pp +0.3 pp
Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 19.6 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Capital Investment Advisors, LLC CIK 0001582732 0.749 786 18.9 0.3% 2 -0.3 pp +0.3 pp +0.3 pp +0.3 pp
M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 18.9 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Glenmede Investment Management, LP CIK 0001644465 0.833 1410 18.2 0.1% 1 +0.1 pp +0.1 pp +0.1 pp +0.1 pp
GP Brinson Investments LLC CIK 0001860928 0.899 14 18.1 7.4% 2 -0.3 pp +7.4 pp +7.4 pp +7.4 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 17.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Catalyst Capital Advisors LLC CIK 0001549275 0.940 367 17.7 0.4% 2 +0.0 pp +0.4 pp +0.4 pp +0.4 pp
HSBC HOLDINGS PLC CIK 0000873630 0.959 2414 17.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 17.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Heronetta Management, L.P. CIK 0001588225 0.831 15 17.2 9.4% 2 -0.1 pp +9.4 pp +9.4 pp +9.4 pp
Waverly Advisors, LLC CIK 0001568787 0.673 1737 17.1 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 16.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
INVESTMENT MANAGEMENT ASSOCIATES INC /ADV CIK 0000052024 0.482 27 16.7 5.0% 2 -0.6 pp +5.0 pp +5.0 pp +5.0 pp
JRM Investment Counsel, LLC CIK 0001631084 0.892 21 16.7 5.0% 2 -0.2 pp +5.0 pp +5.0 pp +5.0 pp
Icon Wealth Advisors, LLC CIK 0001963212 0.472 420 16.7 1.1% 2 -0.1 pp +1.1 pp +1.1 pp +1.1 pp
Private Capital Advisors, Inc. CIK 0001350780 0.792 76 16.6 1.8% 2 -0.2 pp +1.8 pp +1.8 pp +1.8 pp
MARCO INVESTMENT MANAGEMENT LLC CIK 0001080493 0.537 245 16.6 1.3% 2 -0.1 pp +1.3 pp +1.3 pp +1.3 pp
GAGNON SECURITIES LLC CIK 0001125725 0.312 83 16.5 3.3% 2 +0.2 pp +3.3 pp +3.3 pp +3.3 pp
WELLINGTON MANAGEMENT GROUP LLP CIK 0000902219 0.954 1898 15.5 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Allen Mooney & Barnes Investment Advisors LLC CIK 0002001461 0.201 152 15.5 2.4% 2 +0.7 pp +2.4 pp +2.4 pp +2.4 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 15.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 14.9 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 14.2 0.1% 2 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 13.9 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Mesirow Financial Investment Management, Inc. CIK 0001469475 0.734 529 13.8 0.2% 2 -0.0 pp +0.2 pp +0.2 pp +0.2 pp
Private Advisor Group, LLC CIK 0001567755 0.603 2512 13.3 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
FIRST MANHATTAN CO. LLC. CIK 0000728083 0.952 742 13.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
PAYDEN & RYGEL CIK 0000919219 0.212 131 13.0 1.1% 2 -0.5 pp +1.1 pp +1.1 pp +1.1 pp
CITIGROUP INC (C, C-PN, C-PR) CIK 0000831001 0.924 4888 12.9 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Moors & Cabot, Inc. CIK 0001607239 0.487 955 12.7 0.6% 2 -0.1 pp +0.6 pp +0.6 pp +0.6 pp
&PARTNERS CIK 0000107136 0.806 2509 12.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
NewEdge Advisors, LLC CIK 0001633516 0.773 4198 12.6 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 12.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
AlphaCore Capital LLC CIK 0001713662 0.482 1478 12.2 0.4% 2 -0.0 pp +0.4 pp +0.4 pp +0.4 pp
DIVIDEND ASSETS CAPITAL, LLC CIK 0001365167 0.331 137 12.1 2.1% 2 -0.1 pp +2.1 pp +2.1 pp +2.1 pp
Turtle Creek Wealth Advisors, LLC CIK 0002007171 0.398 514 12.0 1.1% 2 +0.5 pp +1.1 pp +1.1 pp +1.1 pp
ALLIANCEBERNSTEIN L.P. CIK 0001109448 0.949 3317 11.7 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
GABELLI FUNDS LLC CIK 0001081407 0.628 1286 11.7 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
WP Advisors, LLC CIK 0001697796 0.593 119 11.6 2.9% 2 -0.2 pp +2.9 pp +2.9 pp +2.9 pp
McGowan Group Asset Management, Inc. CIK 0001633227 0.436 152 11.5 1.4% 2 -0.0 pp +1.4 pp +1.4 pp +1.4 pp
Cohen Capital Management, Inc. CIK 0001508120 0.446 152 11.5 1.8% 2 -0.1 pp +1.8 pp +1.8 pp +1.8 pp
Heritage Wealth Advisors CIK 0001591122 0.892 703 11.5 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
BANK OF MONTREAL /CAN/ (BMO, AIQD, AIQU, BERZ, BNKD, BNKU, BULZ, CARD, CARU, DULL, FLYD, FLYU, FNGD, FNGO, FNGS, FNGU, GDXD) CIK 0000927971 0.951 3335 11.4 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Fogel Capital Management, Inc. CIK 0002011427 0.556 57 11.3 5.2% 2 -0.6 pp +5.2 pp +5.2 pp +5.2 pp
Fisher Funds Management LTD CIK 0001435028 0.536 174 11.3 0.3% 2 -0.0 pp +0.3 pp +0.3 pp +0.3 pp
PARSONS CAPITAL MANAGEMENT INC/RI CIK 0001018674 0.511 525 10.8 0.6% 2 -0.0 pp +0.6 pp +0.6 pp +0.6 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 10.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
AMERIPRISE FINANCIAL INC (AMP) CIK 0000820027 0.954 4062 10.8 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Gagnon Advisors, LLC CIK 0001599466 0.247 23 10.6 6.6% 2 -0.5 pp +6.6 pp +6.6 pp +6.6 pp
DAVENPORT & Co LLC CIK 0000887777 0.753 1328 10.5 0.1% 2 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Sovereign Investment Advisors, LLC CIK 0001908165 0.598 109 10.4 2.8% 2 +0.0 pp +2.8 pp +2.8 pp +2.8 pp
GenTrust, LLC CIK 0001697110 0.832 201 10.4 0.5% 2 -0.0 pp +0.5 pp +0.5 pp +0.5 pp
Pathstone Holdings, LLC CIK 0002011612 0.785 2324 10.3 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Nuveen, LLC CIK 0001871926 0.966 3735 10.2 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Bank of New York Mellon Corp (BNY, BNY-PK) CIK 0001390777 0.973 4274 9.9 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
BALLAST ADVISORS LLC CIK 0001803415 0.462 197 9.9 2.7% 2 -0.1 pp +2.7 pp +2.7 pp +2.7 pp
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Atria Wealth Solutions, Inc. CIK 0001927543 0.273 1461 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Wilkinson Global Asset Management LLC CIK 0001764000 0.656 62 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Columbia Bank CIK 0002017259 0.353 165 0.0 0.0% 0 -0.2 pp +0.0 pp +0.0 pp +0.0 pp
AlphaStar Capital Management, LLC CIK 0001633857 0.639 279 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Cornerstone Wealth Group, LLC CIK 0001774879 0.483 496 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FreeGulliver LLC CIK 0002032561 0.536 123 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Petrus Trust Company, LTA CIK 0001473429 0.706 27 0.0 0.0% 0 -1.7 pp +0.0 pp +0.0 pp +0.0 pp
4Thought Financial Group Inc. CIK 0001840261 0.629 99 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Burns Matteson Capital Management, LLC CIK 0001894164 0.261 181 0.0 0.0% 0 -0.1 pp +0.0 pp +0.0 pp +0.0 pp
Annandale Capital, LLC CIK 0001811739 0.554 124 0.0 0.0% 0 -1.0 pp +0.0 pp +0.0 pp +0.0 pp
Boston Partners CIK 0001386060 0.833 802 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Value and % of AUM are this fund's own disclosed long-equity book (13F does not report true firm AUM). Positions is the fund's total position count (all tickers, not just EPD). Qtrs Held counts distinct quarters this fund has actually held EPD (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its EPD position size. Δ columns are the percentage-point change in EPD's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2025Q2 / 2025Q1 / 2024Q4 / 2024Q3) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status