Institutional shares held 40.9 Million
252K calls
202K puts
Total value of holdings $1.9B
$11.7M calls
$9.41M puts
# of Institutions 302


Latest Institutional Activity in EPI

Top Purchases

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)
Q4 2025
Arta Finance Wealth Management LLC Shares Held: 6.96K ($324K)

Top Sells

Q4 2025
Afg Fiduciary Services Limited Partnership Shares Held: 17.3K ($805K)
Q4 2025
Stratos Wealth Partners, Ltd. Shares Held: 202K ($9.41M)
Q4 2025
Round Angle Advisors LLC Shares Held: 37.8K ($1.76M)
Q4 2025
Procyon Advisors, LLC Shares Held: 6.31K ($293K)
Q4 2025
Assetmark, Inc Shares Held: 5.31K ($247K)

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