Mar 31, 2026 filings. Quarterly 13F reports arrive up to 45 days after quarter end; this register is filed through May 29, 2026.
246 institutional managers reported holding EPAC for the quarter ended Mar 31, 2026. Reported positions total over 95% of shares outstanding; the top 10 hold 63%. 32 opened new positions; 40 closed out. Complete ranked register from SEC 13F filings.
| manager | shares | % out | value (Mar 31, 2026 close) | change | held since |
|---|---|---|---|---|---|
| BlackRock | 7.75M | 14.82% | $282.8M | unchanged | ≤2013 |
| Vanguard Group | 5.80M | 11.08% | $211.5M | unchanged | ≤2013 |
| Neuberger Berman Group LLC | 4.45M | 8.51% | $162.3M | added +5.6% | 2017 Q2 |
| Kayne Anderson Rudnick Investment Management LLC | 3.73M | 7.13% | $136.0M | trimmed -5.5% | 2024 Q1 |
| Capital International Investors | 3.29M | 6.30% | $120.1M | trimmed -27.3% | 2022 Q4 |
| State Street | 2.19M | 4.19% | $80.0M | unchanged | ≤2013 |
| Cooke & Bieler LP | 1.77M | 3.38% | $64.6M | added +12.1% | 2016 Q4 |
| Dimensional Fund Advisors | 1.30M | 2.49% | $47.5M | trimmed -3.3% | ≤2013 |
| Geode Capital | 1.27M | 2.42% | $46.2M | trimmed -1.2% | ≤2013 |
| Capital Group (American Funds) | 1.24M | 2.37% | $45.1M | opened | 2026 Q1 |
| Thrivent Financial for Lutherans | 956.5k | 1.83% | $34.9M | trimmed -6.5% | ≤2013 |
| Barrow Hanley Mewhinney & Strauss LLC | 954.1k | 1.82% | $34.8M | trimmed -40.3% | 2015 Q1 |
| Gw&k Investment Management, LLC | 943.1k | 1.80% | $34.4M | added +20.1% | 2024 Q4 |
| Champlain Investment Partners, LLC | 788.4k | 1.51% | $28.8M | trimmed -35.9% | 2023 Q3 |
| Brown Advisory INC | 760.4k | 1.45% | $27.7M | trimmed -12% | 2025 Q3 |
| D. E. Shaw | 715.1k | 1.37% | $26.1M | added +29.3% | 2021 Q4 |
| Jennison Associates LLC | 680.0k | 1.30% | $24.8M | added +2.5% | 2017 Q1 |
| Southernsun Asset Management, LLC (focused) | 664.9k | 1.27% | $24.3M | added +10.7% | 2017 Q1 |
| Charles Schwab Investment Management | 601.8k | 1.15% | $22.0M | unchanged | ≤2013 |
| Northern Trust | 534.2k | 1.02% | $19.5M | added +2% | ≤2013 |
| Morgan Stanley | 480.3k | 0.92% | $17.5M | trimmed -18.2% | ≤2013 |
| Bamco INC /NY/ | 447.6k | 0.86% | $16.3M | unchanged | 2024 Q2 |
| Qube Research & Technologies LTD | 406.0k | 0.78% | $14.8M | trimmed -12.2% | 2022 Q3 |
| Pacer Advisors, INC. | 395.2k | 0.76% | $14.4M | added +32.2% | 2022 Q4 |
| BNY Mellon | 366.8k | 0.70% | $13.4M | trimmed -27.2% | ≤2013 |
| Millennium Management | 363.3k | 0.69% | $13.3M | added +186.1% | 2021 Q1 |
| UBS | 351.5k | 0.67% | $12.8M | added +6% | ≤2013 |
| Goldman Sachs | 292.6k | 0.56% | $10.7M | added +6.2% | ≤2013 |
| Loomis Sayles & CO L P | 282.9k | 0.54% | $10.3M | opened | 2026 Q1 |
| Bessemer Group INC | 266.5k | 0.51% | $9.7M | trimmed -56% | 2022 Q3 |
| Principal Financial Group INC | 258.1k | 0.49% | $9.4M | added +1.9% | 2020 Q3 |
| Wells Fargo & COMPANY/MN | 251.7k | 0.48% | $9.2M | trimmed -15.9% | ≤2013 |
| Arrowstreet Capital | 247.6k | 0.47% | $9.0M | trimmed -2% | 2025 Q3 |
| Leeward Investments, LLC - MA | 243.5k | 0.47% | $8.9M | trimmed -2.2% | 2022 Q1 |
| SEI Investments CO | 218.8k | 0.42% | $8.0M | trimmed -5.7% | 2021 Q2 |
| Public Sector Pension Investment Board | 188.8k | 0.36% | $6.9M | added +3% | ≤2013 |
| Gamco Investors, INC. et al | 188.2k | 0.36% | $6.9M | added +21.2% | 2017 Q2 |
| Invesco | 182.8k | 0.35% | $6.7M | trimmed -0.9% | ≤2013 |
| Marshall Wace | 181.9k | 0.35% | $6.6M | added +81.4% | 2025 Q3 |
| Teacher Retirement System OF Texas | 180.8k | 0.35% | $6.6M | added +21.2% | 2022 Q4 |
| Hillsdale Investment Management INC. | 179.8k | 0.34% | $6.6M | trimmed -1.6% | 2023 Q2 |
| Engineers Gate Manager LP | 168.7k | 0.32% | $6.2M | added +136.7% | 2024 Q4 |
| Citadel Advisors | 167.9k | 0.32% | $6.1M | added +128.7% | 2022 Q2 |
| Two Sigma | 163.7k | 0.31% | $6.0M | added +242.4% | 2025 Q4 |
| Bank OF America CORP /DE/ | 153.9k | 0.29% | $5.6M | added +7.8% | ≤2013 |
| Rhumbline Advisers | 144.8k | 0.28% | $5.3M | trimmed -1.2% | ≤2013 |
| Voya Investment Management LLC | 144.3k | 0.28% | $5.3M | added +6.3% | ≤2013 |
| Trexquant Investment LP | 138.6k | 0.27% | $5.1M | trimmed -9.6% | 2025 Q2 |
| Nuveen | 129.1k | 0.25% | $4.7M | added +0.7% | 2019 Q2 |
| Moran Wealth Management, LLC | 127.9k | 0.24% | $4.7M | opened | 2026 Q1 |
Largest 50 of 246 shown; the full ranked, searchable register is at boothcheck.com/holders/EPAC. Related filers are grouped using the filings' own included-manager declarations. Historically, several managers opening new positions in the same quarter said almost nothing about the quarter that followed (59,118 cases since 2013). A filed record, not a forecast. Nothing here is investment advice.