Signals

EPD

1835 in-universe funds with a nonzero position in EPD within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#24935
Score / z-0.679 / -0.84
Consensus557.33 over 1114 funds
Momentum-0.11 =

Price & positioning

226 cached closes, trailing year
Drawdown-8%
Short interest+18% / 5.9d

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 1,604.8 7.5% 5 -0.2 pp -0.4 pp +0.1 pp -0.1 pp
Invesco Ltd. (IVZ) CIK 0000914208 0.816 3812 978.4 0.1% 5 -0.1 pp -0.1 pp -0.1 pp -0.1 pp
Blackstone Inc. (BX) CIK 0001393818 0.000 516 873.4 2.9% 5 -0.4 pp +0.1 pp +0.1 pp +0.1 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 817.9 0.0% 7 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
TORTOISE CAPITAL ADVISORS, L.L.C. CIK 0001280965 0.917 91 685.1 7.0% 5 +1.1 pp +1.1 pp +1.1 pp +0.9 pp
GOLDMAN SACHS GROUP INC (GS, GSCE, GS-PA, GS-PC, GS-PD) CIK 0000886982 0.969 5626 643.9 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
FAYEZ SAROFIM & CO CIK 0000937729 0.953 300 588.1 1.4% 5 -0.2 pp +0.1 pp +0.1 pp +0.1 pp
Energy Income Partners, LLC CIK 0001388814 0.832 88 508.5 8.0% 5 -0.4 pp -0.7 pp -0.9 pp -0.9 pp
Neuberger Berman Group LLC CIK 0001465109 0.900 2283 498.5 0.3% 5 -0.1 pp -0.0 pp -0.0 pp -0.0 pp
KAYNE ANDERSON CAPITAL ADVISORS LP CIK 0000949615 0.924 53 473.1 9.3% 5 -0.2 pp -0.4 pp +0.1 pp -0.5 pp
AMERICAN CENTURY COMPANIES INC CIK 0000748054 0.911 2884 435.0 0.2% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 434.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. CIK 0001705339 0.840 3165 433.0 0.5% 5 -0.1 pp -0.0 pp -0.1 pp -0.2 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 416.6 0.0% 6 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
CIBC Bancorp USA Inc. CIK 0001711924 0.876 1843 311.3 0.4% 1 +0.4 pp +0.4 pp +0.4 pp +0.4 pp
Ensign Peak Advisors, Inc CIK 0001454984 0.904 1724 301.1 0.5% 5 -0.1 pp -0.0 pp +0.0 pp +0.0 pp
BlackRock, Inc. (BLK) CIK 0002012383 0.995 5652 255.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
BERKLEY W R CORP (WRB, WRB-PE, WRB-PF, WRB-PG, WRB-PH) CIK 0000011544 0.000 2 250.9 12.8% 5 -1.1 pp +0.6 pp +0.7 pp +3.0 pp
RAYMOND JAMES FINANCIAL INC (RJF) CIK 0000720005 0.962 5261 245.0 0.1% 6 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
WESTWOOD HOLDINGS GROUP INC (WHG) CIK 0001165002 0.562 626 217.6 1.6% 5 +0.1 pp +1.6 pp +0.4 pp +1.6 pp
FMR LLC CIK 0000315066 0.989 5571 212.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Clearbridge Investments, LLC CIK 0001348883 0.903 699 202.5 0.2% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FAIRHOLME CAPITAL MANAGEMENT LLC CIK 0001056831 0.964 13 200.6 13.5% 5 -0.2 pp +1.3 pp -0.3 pp -0.3 pp
WELLS FARGO & COMPANY/MN (WFC, WFCNP, WFC-PA, WFC-PC, WFC-PD, WFC-PL, WFC-PY, WFC-PZ) CIK 0000072971 0.967 6822 181.5 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
Hamlin Capital Management, LLC CIK 0001277403 0.815 30 176.2 4.0% 5 -0.5 pp +0.2 pp +0.5 pp +0.4 pp
CHICKASAW CAPITAL MANAGEMENT LLC CIK 0001276460 0.953 97 173.8 6.3% 5 -0.2 pp -0.1 pp -0.1 pp -0.5 pp
LPL Financial LLC CIK 0001403438 0.957 5996 156.7 0.0% 5 -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 148.4 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
HighTower Advisors, LLC CIK 0001462245 0.000 1 140.5 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Paralel Advisors LLC CIK 0001895911 0.889 126 134.2 5.2% 5 -0.6 pp +0.6 pp +0.7 pp +0.6 pp
BNP PARIBAS FINANCIAL MARKETS CIK 0001166588 0.856 5105 129.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
REAVES W H & CO INC CIK 0000740913 0.781 94 128.4 1.9% 5 -0.2 pp -0.0 pp +0.0 pp -0.5 pp
ROYAL BANK OF CANADA (RY, RYLBF) CIK 0001000275 0.970 7109 121.1 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
EAGLE GLOBAL ADVISORS LLC CIK 0001130787 0.663 277 120.8 4.0% 5 -0.5 pp +0.5 pp +0.5 pp +1.4 pp
MILLER HOWARD INVESTMENTS INC /NY CIK 0000903947 0.574 152 118.1 3.1% 5 -0.1 pp +0.1 pp +0.2 pp -0.2 pp
PRINCIPAL FINANCIAL GROUP INC (PFG) CIK 0001126328 0.926 2154 114.8 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Corient Private Wealth LP CIK 0001948780 0.887 3043 99.1 0.1% 5 -0.0 pp +0.0 pp -0.0 pp +0.0 pp
Arax Advisory Partners CIK 0001586767 0.171 5155 97.3 0.6% 2 +0.6 pp +0.6 pp +0.6 pp +0.6 pp
Americana Partners, LLC CIK 0001797678 0.514 596 89.1 2.0% 5 -0.2 pp +0.0 pp +0.1 pp -0.1 pp
Rockefeller Capital Management L.P. CIK 0001739439 0.891 4732 87.3 0.1% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
ING GROEP NV (ING, INGVF) CIK 0001039765 0.612 514 82.6 0.4% 2 +0.4 pp +0.4 pp +0.4 pp +0.0 pp
Chicago Partners Investment Group LLC CIK 0001563525 0.610 1521 80.4 1.6% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
Recurrent Investment Advisors LLC CIK 0001803146 0.719 71 74.7 4.6% 5 +0.8 pp +0.6 pp +0.5 pp +0.3 pp
First Eagle Investment Management, LLC CIK 0001325447 0.890 425 72.0 0.1% 5 +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 71.0 0.1% 4 -0.0 pp +0.0 pp +0.0 pp +0.1 pp
Texas Yale Capital Corp. CIK 0001332342 0.882 512 70.6 1.5% 5 -0.5 pp -0.3 pp -0.3 pp -0.3 pp
DEUTSCHE BANK AG\ CIK 0000948046 0.960 3659 67.9 0.0% 7 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
Fractal Investments LLC CIK 0001843590 0.851 80 67.5 7.8% 5 -0.4 pp -0.4 pp -0.5 pp -0.8 pp
BARCLAYS PLC (BCS, BCLYF) CIK 0000312069 0.956 4648 63.7 0.0% 7 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Bollard Group LLC CIK 0001556218 0.801 308 62.3 1.9% 5 +0.0 pp +0.5 pp +0.4 pp +0.6 pp
Progeny 3, Inc. CIK 0001536006 0.774 29 62.0 3.2% 5 -0.2 pp +0.2 pp +0.1 pp -0.1 pp
OSAIC HOLDINGS, INC. CIK 0001677044 0.882 7705 60.8 0.1% 6 -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 57.5 2.6% 5 -0.7 pp -0.7 pp -1.0 pp -1.1 pp
DUFF & PHELPS INVESTMENT MANAGEMENT CO CIK 0000765443 0.785 162 57.4 0.5% 5 -0.1 pp -0.0 pp -0.1 pp +0.1 pp
VICTORY CAPITAL MANAGEMENT INC CIK 0001040188 0.902 2482 55.2 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Saudi Central Bank CIK 0001918181 0.602 505 54.9 0.7% 4 -0.4 pp -1.0 pp -1.0 pp +0.7 pp
INFRASTRUCTURE CAPITAL ADVISORS, LLC CIK 0001621802 0.311 179 54.8 4.3% 5 -1.2 pp -0.5 pp -1.0 pp -2.3 pp
Williams Jones Wealth Management, LLC. CIK 0001788587 0.816 547 53.9 0.6% 5 -0.1 pp +0.1 pp +0.1 pp +0.0 pp
BLAIR WILLIAM & CO/IL CIK 0000902367 0.856 1998 53.5 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
COOPERMAN LEON G CIK 0000898382 0.812 39 50.5 1.4% 5 -0.3 pp -0.0 pp +0.1 pp +0.0 pp
Maryland State Retirement & Pension System CIK 0001795552 0.589 1423 50.5 0.9% 5 -0.1 pp -0.0 pp -0.0 pp -0.0 pp
Oxbow Advisors, LLC CIK 0001564770 0.478 265 50.3 4.1% 5 -0.3 pp +0.3 pp +0.3 pp -0.5 pp
Mariner, LLC CIK 0001373442 0.925 3517 46.7 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Epoch Investment Partners, Inc. CIK 0001305841 0.679 220 45.5 0.3% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Focus Partners Wealth CIK 0001542153 0.901 2759 45.0 0.0% 6 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
PNC FINANCIAL SERVICES GROUP, INC. (PNC) CIK 0000713676 0.984 5212 44.3 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
PENN DAVIS MCFARLAND INC CIK 0001108893 0.681 79 43.2 3.9% 5 -0.5 pp +0.2 pp +0.0 pp -0.3 pp
Cetera Investment Advisers CIK 0001666741 0.909 4863 41.8 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
SailingStone Capital Partners LLC CIK 0001608904 0.677 19 41.8 7.8% 5 -1.9 pp -1.4 pp -0.1 pp +0.2 pp
Northside Capital Management, LLC CIK 0001631052 0.582 187 41.4 3.4% 5 -0.4 pp -0.9 pp -1.0 pp -0.2 pp
Allianz Asset Management GmbH CIK 0001535323 0.869 1564 40.6 0.0% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
TETRAD CORP CIK 0000883597 0.965 3 40.4 3.9% 7 -0.3 pp +0.5 pp +0.7 pp +0.6 pp
COMMONWEALTH EQUITY SERVICES, LLC CIK 0000312272 0.895 4415 39.9 0.1% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
Fort Sheridan Advisors LLC CIK 0001606666 0.516 299 39.3 4.2% 5 -0.6 pp +0.2 pp +0.2 pp -0.1 pp
Vestmark Advisory Solutions, Inc. CIK 0001736982 0.556 1464 38.9 0.4% 4 -0.1 pp -0.1 pp +0.4 pp +0.4 pp
BOWEN HANES & CO INC CIK 0001077583 0.789 151 38.5 0.9% 5 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Kestra Advisory Services, LLC CIK 0001830819 0.779 3248 38.2 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
ELEVATION POINT WEALTH PARTNERS, LLC CIK 0001744349 0.355 1181 37.9 0.7% 5 -0.2 pp -0.9 pp +0.7 pp +0.7 pp
LONGFELLOW INVESTMENT MANAGEMENT CO LLC CIK 0001167487 0.497 244 37.9 7.8% 5 -0.4 pp -3.7 pp -3.5 pp -3.9 pp
Auto-Owners Insurance Co CIK 0001964189 0.901 95 36.8 0.8% 5 +0.0 pp +0.2 pp +0.6 pp +0.1 pp
Prospera Financial Services Inc CIK 0001541625 0.534 1468 34.4 0.5% 5 -0.1 pp -0.0 pp -0.0 pp -0.1 pp
EXCHANGE TRADED CONCEPTS, LLC CIK 0001457320 0.495 1559 33.4 0.2% 5 -0.1 pp -0.1 pp -0.1 pp -0.2 pp
CNA FINANCIAL CORP (CNA) CIK 0000021175 0.068 18 33.1 13.8% 5 +0.6 pp -2.5 pp -5.5 pp -2.1 pp
Creative Planning CIK 0001540235 0.979 4196 32.6 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
BECK MACK & OLIVER LLC CIK 0000010742 0.841 201 30.3 0.6% 5 -0.0 pp +0.1 pp +0.1 pp +0.1 pp
Beacon Pointe Advisors, LLC CIK 0001744317 0.792 1868 30.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
NEOS Investment Management LLC CIK 0002001019 0.855 578 30.0 0.1% 3 +0.0 pp +0.1 pp +0.1 pp +0.1 pp
Kamunting Street Capital Management, L.P. CIK 0001317267 0.238 25 29.7 16.6% 5 +2.9 pp +1.7 pp -1.1 pp -5.1 pp
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CIK 0001632972 0.831 3975 29.4 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
EVERGREEN CAPITAL MANAGEMENT LLC CIK 0001260824 0.456 1522 29.3 0.5% 5 -0.2 pp -0.1 pp -0.2 pp -0.4 pp
CITADEL ADVISORS LLC CIK 0001423053 0.483 6351 28.9 0.0% 5 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
KDK Private Wealth Management, LLC CIK 0001776910 0.487 57 28.5 23.7% 5 -3.3 pp +2.1 pp -0.8 pp -1.8 pp
NATIXIS CIK 0001274981 0.561 1107 28.4 0.1% 5 +0.1 pp +0.1 pp +0.1 pp -0.0 pp
COMMERCE BANK CIK 0001009076 0.853 1332 26.4 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
JENNISON ASSOCIATES LLC CIK 0000053417 0.959 567 25.9 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
MAI Capital Management CIK 0001040197 0.725 1889 24.6 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
US BANCORP \DE\ (USB, USB-PA, USB-PH, USB-PP, USB-PQ, USB-PR, USB-PS) CIK 0000036104 0.946 4139 24.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
ENVESTNET ASSET MANAGEMENT INC CIK 0001407543 0.961 4822 24.4 0.0% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
STEPHENS INC /AR/ CIK 0000757657 0.689 1332 23.7 0.3% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
CAPTRUST FINANCIAL ADVISORS CIK 0001512024 0.912 3168 22.9 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
M&T BANK CORP (MTB, MTBPL, MTB-PH, MTB-PJ, MTB-PK) CIK 0000036270 0.901 1741 22.5 0.1% 1 +0.1 pp +0.1 pp +0.0 pp +0.0 pp
Capital Investment Advisors, LLC CIK 0001582732 0.749 786 21.9 0.3% 5 -0.1 pp -0.0 pp -0.0 pp -0.4 pp
Cerity Partners LLC CIK 0001566475 0.916 3288 21.7 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
MARKEL GROUP INC. (MKL) CIK 0001096343 0.902 130 20.9 0.2% 2 +0.1 pp +0.2 pp +0.2 pp +0.2 pp
SCS Capital Management LLC CIK 0001303159 0.917 485 20.5 0.2% 5 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
JRM Investment Counsel, LLC CIK 0001631084 0.892 21 20.2 4.9% 5 -0.7 pp -0.1 pp -0.1 pp -0.3 pp
Private Capital Advisors, Inc. CIK 0001350780 0.792 76 19.5 1.7% 5 -0.6 pp -0.0 pp -0.1 pp -0.3 pp
MARCO INVESTMENT MANAGEMENT LLC CIK 0001080493 0.537 245 19.4 1.3% 5 -0.2 pp +0.0 pp +0.0 pp -0.1 pp
CHARLES SCHWAB INVESTMENT MANAGEMENT INC CIK 0000884546 0.976 3439 19.4 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
INVESTMENT MANAGEMENT ASSOCIATES INC /ADV CIK 0000052024 0.482 27 19.3 4.9% 5 -0.6 pp +0.1 pp -0.1 pp -0.7 pp
Sanctuary Advisors, LLC CIK 0001777271 0.731 2781 19.0 0.1% 5 -0.0 pp -0.0 pp -0.0 pp +0.0 pp
Waverly Advisors, LLC CIK 0001568787 0.673 1737 18.9 0.1% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
GAGNON SECURITIES LLC CIK 0001125725 0.312 83 18.8 3.6% 5 -0.9 pp +0.2 pp +0.3 pp +0.5 pp
GLENMEDE TRUST CO NA CIK 0000314949 0.815 1487 18.6 0.1% 3 -0.0 pp -0.0 pp +0.1 pp +0.1 pp
&PARTNERS CIK 0000107136 0.806 2509 18.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
TRUIST FINANCIAL CORP (TFC, TFC-PI, TFC-PO, TFC-PR) CIK 0000092230 0.913 2888 18.5 0.0% 5 -0.0 pp -0.1 pp -0.1 pp -0.1 pp
Heronetta Management, L.P. CIK 0001588225 0.831 15 18.2 16.7% 5 -0.4 pp +7.5 pp +7.3 pp +7.2 pp
D.A. DAVIDSON & CO. CIK 0001080107 0.852 1579 18.0 0.1% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
Catalyst Capital Advisors LLC CIK 0001549275 0.940 367 17.2 0.3% 5 -0.0 pp -0.0 pp -0.1 pp -0.1 pp
Allen Mooney & Barnes Investment Advisors LLC CIK 0002001461 0.201 152 16.9 2.6% 5 -0.2 pp +0.1 pp +0.2 pp +0.8 pp
AlphaCore Capital LLC CIK 0001713662 0.482 1478 16.9 0.3% 5 -0.1 pp -0.0 pp -0.1 pp -0.1 pp
Turtle Creek Wealth Advisors, LLC CIK 0002007171 0.398 514 15.8 0.8% 5 -0.3 pp -0.2 pp -0.2 pp +0.3 pp
Mesirow Financial Investment Management, Inc. CIK 0001469475 0.734 529 15.8 0.2% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
TECTONIC ADVISORS LLC CIK 0001859918 0.672 289 15.5 0.7% 5 -0.1 pp -0.4 pp -0.4 pp -0.4 pp
OPPENHEIMER & CO INC CIK 0000822581 0.633 1759 15.3 0.2% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
PAYDEN & RYGEL CIK 0000919219 0.212 131 15.3 1.2% 5 -0.1 pp +0.2 pp +0.1 pp -0.4 pp
Cresset Asset Management, LLC CIK 0001761013 0.933 1667 15.1 0.1% 5 -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 15.1 0.0% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Lido Advisors, LLC CIK 0001650150 0.880 1849 15.0 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Adams Asset Advisors, LLC CIK 0001386929 0.524 88 14.7 1.7% 5 -0.0 pp +0.1 pp +0.5 pp +0.5 pp
Moors & Cabot, Inc. CIK 0001607239 0.487 955 14.6 0.6% 5 -0.1 pp +0.0 pp +0.0 pp -0.0 pp
Fogel Capital Management, Inc. CIK 0002011427 0.556 57 14.3 5.8% 5 -0.9 pp +0.2 pp +0.5 pp -0.1 pp
Hurley Capital, LLC CIK 0001632844 0.288 641 14.1 7.3% 5 +0.2 pp +2.6 pp +2.3 pp +2.7 pp
FIRST MANHATTAN CO. LLC. CIK 0000728083 0.952 742 13.9 0.0% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
WP Advisors, LLC CIK 0001697796 0.593 119 13.9 3.4% 5 -0.4 pp +0.4 pp +0.4 pp +0.3 pp
NORTHERN TRUST CORP (NTRS, NTRSO) CIK 0000073124 0.983 4440 13.7 0.0% 5 -0.0 pp -0.0 pp +0.0 pp -0.0 pp
McGowan Group Asset Management, Inc. CIK 0001633227 0.436 152 13.6 1.7% 5 -0.1 pp +0.2 pp +0.2 pp +0.2 pp
Cohen Capital Management, Inc. CIK 0001508120 0.446 152 13.6 1.8% 5 -0.3 pp +0.1 pp +0.0 pp -0.0 pp
Private Advisor Group, LLC CIK 0001567755 0.603 2512 13.5 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
MERCER GLOBAL ADVISORS INC /ADV CIK 0000853758 0.951 3590 13.3 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Pathstone Holdings, LLC CIK 0002011612 0.785 2324 13.2 0.0% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Larson Financial Group LLC CIK 0001731061 0.550 3722 13.0 0.3% 5 +0.3 pp +0.3 pp +0.3 pp +0.3 pp
RR Advisors, LLC CIK 0001322613 0.626 25 12.9 3.7% 5 -1.0 pp -0.9 pp -4.0 pp -3.1 pp
PARSONS CAPITAL MANAGEMENT INC/RI CIK 0001018674 0.511 525 12.9 0.6% 5 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
MIZUHO MARKETS AMERICAS LLC CIK 0001825516 0.115 187 12.9 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
DAVENPORT & Co LLC CIK 0000887777 0.753 1328 12.7 0.1% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
GABELLI FUNDS LLC CIK 0001081407 0.628 1286 12.7 0.1% 5 -0.0 pp +0.0 pp +0.0 pp -0.0 pp
Icon Wealth Advisors, LLC CIK 0001963212 0.472 420 12.6 0.8% 5 -0.3 pp -0.2 pp -0.4 pp -0.4 pp
Heritage Wealth Advisors CIK 0001591122 0.892 703 12.6 0.4% 5 -0.1 pp -0.0 pp -0.1 pp -0.1 pp
Gagnon Advisors, LLC CIK 0001599466 0.247 23 12.5 7.9% 5 -1.5 pp +1.0 pp +1.4 pp +0.9 pp
Empowered Funds, LLC CIK 0001592828 0.549 2112 12.3 0.1% 5 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
Sovereign Investment Advisors, LLC CIK 0001908165 0.598 109 12.2 2.3% 5 -0.4 pp -0.4 pp -0.5 pp -0.5 pp
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IHT Wealth Management, LLC CIK 0001697490 0.413 1236 3.6 0.1% 5 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Perigon Wealth Management, LLC CIK 0001575239 0.680 1411 3.6 0.1% 5 -0.0 pp +0.0 pp -0.0 pp -0.0 pp
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Clearstead Advisors, LLC CIK 0000842775 0.687 3646 3.5 0.0% 5 +0.0 pp -0.0 pp -0.0 pp +0.0 pp
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Corps Capital Advisors, LLC CIK 0002054234 0.149 99 3.4 2.8% 5 -0.3 pp -0.1 pp -1.3 pp -1.5 pp
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RWA WEALTH PARTNERS, LLC CIK 0001544576 0.908 645 3.4 0.0% 5 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
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MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC CIK 0001015877 0.168 84 3.3 2.0% 5 -0.4 pp -0.2 pp -0.1 pp -0.5 pp
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Global Retirement Partners, LLC CIK 0001749744 0.465 4501 3.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
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Tufton Capital Management CIK 0001055963 0.400 127 3.0 0.5% 5 -0.1 pp +0.0 pp +0.0 pp -0.0 pp
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Samalin Investment Counsel, LLC CIK 0001544366 0.151 334 2.8 0.9% 5 -0.2 pp +0.1 pp +0.1 pp +0.1 pp
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SL ADVISORS, LLC CIK 0001680365 0.506 32 2.6 4.6% 2 -0.0 pp +4.6 pp +0.0 pp +0.5 pp
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TritonPoint Partners, LLC CIK 0002111167 0.020 351 2.6 0.2% 1 +0.2 pp +0.2 pp +0.2 pp +0.2 pp
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MBL Wealth, LLC CIK 0001845785 0.684 381 0.3 0.0% 6 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
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Sumitomo Mitsui Trust Group, Inc. CIK 0001475365 0.956 1080 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.0 pp
TRUE Private Wealth Advisors CIK 0001667074 0.345 283 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Vertex Planning Partners, LLC CIK 0001942341 0.551 158 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 +0.0 pp +0.0 pp +0.0 pp -0.2 pp
AlphaStar Capital Management, LLC CIK 0001633857 0.639 279 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
BTG Pactual Asset Management US LLC CIK 0001569579 0.314 415 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
FIRST INTERSTATE BANK CIK 0001125727 0.853 196 0.0 0.0% 0 +0.0 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
BROWN, LISLE/CUMMINGS, INC. CIK 0000014745 0.272 1054 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Rachor Investment Advisory Services, LLC CIK 0002008792 0.865 203 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Finer Wealth Management, Inc. CIK 0001929071 0.426 88 0.0 0.0% 0 +0.0 pp +0.0 pp -0.2 pp -0.2 pp
Petrus Trust Company, LTA CIK 0001473429 0.706 27 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -1.7 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
MILLER WEALTH ADVISORS, LLC CIK 0001908158 0.706 122 0.0 0.0% 0 -0.0 pp -0.0 pp -0.0 pp -0.1 pp
Burns Matteson Capital Management, LLC CIK 0001894164 0.261 181 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.1 pp
Diversify Advisory Services, LLC CIK 0002021232 0.000 1244 0.0 0.0% 0 +0.0 pp -0.0 pp -0.0 pp -0.0 pp
CROWLEY WEALTH MANAGEMENT, INC. CIK 0002055836 0.000 0 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
SG Americas Securities, LLC CIK 0001313360 0.019 2878 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Glenmede Investment Management, LP CIK 0001644465 0.833 1410 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
True Link Financial Advisors, LLC CIK 0001846236 0.000 104 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Annandale Capital, LLC CIK 0001811739 0.554 124 0.0 0.0% 0 -0.0 pp -0.9 pp +0.0 pp -1.0 pp
Hopwood Financial Services, Inc. CIK 0002023166 0.539 92 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Tweedy, Browne Co LLC CIK 0000732905 0.823 91 0.0 0.0% 0 -0.2 pp -0.3 pp -0.3 pp -0.3 pp
Quadrant Private Wealth Management, LLC CIK 0001727454 0.058 177 0.0 0.0% 0 -0.3 pp -0.3 pp -0.3 pp -0.3 pp
MKT Advisors LLC CIK 0001906802 0.646 155 0.0 0.0% 0 -0.1 pp -0.1 pp -0.1 pp -0.1 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
West Branch Capital LLC CIK 0001738723 0.568 355 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 (2026Q1 / 2025Q4 / 2025Q3 / 2025Q2) — 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