Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ISHARES TR (EPOL)

105 + Investors. Track Smart Money conviction in EPOL. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +7
Streak
4Q ▲
Buyers last Q
55%

Smart Money Signals — EPOL

Based on 105 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 4 quarters in a row

last 6Q
For 4 consecutive quarters, more hedge funds added EPOL than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
105 hedge funds hold EPOL right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +88% more funds vs a year ago

fund count last 6Q
+49 new funds entered over the past year (+88% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟡

Slight buying edge — 55% buying

57 buying47 selling
Last quarter: 57 funds bought or added vs 47 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~22 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 42 → 30 → 22 → 22. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
📌

Mixed — 36% long-term, 37% new

■ 36% conviction (2yr+) ■ 27% medium ■ 37% new
Of the 105 current holders: 38 (36%) held >2 years, 28 held 1–2 years, and 39 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.
📊

Peak discovery — momentum slowing

7 → 42 → 30 → 22 → 22 new funds/Q
New funds entering each quarter: 42 → 30 → 22 → 22. EPOL is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Deep conviction — 46% of holders stayed 2+ years

■ 46% veterans ■ 10% 1-2yr ■ 45% new
Of 105 current holders: 48 (46%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
✅

Strong quality — 30% AUM from major funds

30% from top-100 AUM funds
13 of 105 holders rank in the top 100 by AUM, accounting for 30% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
4.6
out of 10
Moderate Exit Risk
Exit risk score 4.6/10 — some crowding factors present, but no critical concentration. Watch ownership trend over the next 1–2 quarters for direction.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: EPOL

How many hedge funds hold EPOL — quarterly history vs. share price
Quarterly hedge fund ownership of EPOL vs. share price

Market Analysis: EPOL

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: EPOL

-- --
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

19 top-rated funds 1 high-conviction
Consensus
5.6
/ 10
breadth
×
Elite
1.7
/ 10
conviction
Hedge Fund Positioning: EPOL
2026 Q1 Stats Unlock in 21 days 105 + Investors

Track Smart Money conviction in EPOL. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 105 99 6.06%
13F Shares 8M 8M 0.45%
Total Value $274M $246M 11.21%
New Positions 22 23 -1
Increased Positions 35 37 -2
Closed Positions 16 17 -1
Reduced Positions 32 22 +10
Total Calls 0 1 -100.0%
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: EPOL

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
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Institutional Holders (2026 Q1)

105 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in EPOL. Verified SEC 13F-HR filings.

Top 23 institutional holders of EPOL — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Black Swift Group, LLC 2.01% 315,970 $11.5M
2 MANCHESTER FINANCIAL INC 0.66% 94,237 $3.4M
3 Cobblestone Asset Management LLC 0.64% 38,937 $1.4M
4 Elm3 Financial Group, LLC 0.54% 17,630 $642K
5 Monument Capital Management 0.45% 49,473 $1.8M
6 Steadtrust LLC 0.35% 17,000 $619K
7 Robertson Stephens Wealth Management, LLC 0.21% 202,267 $7.4M
8 CoreCap Advisors, LLC 0.17% 137,675 $5.0M
9 TRUST CO OF OKLAHOMA 0.13% 12,167 $443K
10 SeaCrest Wealth Management, LLC 0.11% 27,550 $1.0M
11 EWA, LLC 0.09% 11,232 $409K
12 BANQUE PICTET & CIE SA 0.06% 231,863 $8.4M
13 SBI Securities Co., Ltd. 0.03% 30,178 $1.1M
14 Apollon Wealth Management, LLC 0.02% 35,828 $1.3M
15 Private Advisor Group, LLC 0.02% 89,902 $3.3M
16 DAVENPORT & Co LLC 0.01% 40,722 $1.5M
17 4Thought Financial Group Inc. 0.00% 178 $6K
18 IFP Advisors, Inc 0.00% 3,709 $135K
19 Blue Trust, Inc. 0.00% 4,154 $151K
20 Farther Finance Advisors, LLC 0.00% 959 $35K
21 COMMONWEALTH EQUITY SERVICES, LLC 0.00% 5,590 $204K
22 NVWM, LLC 0.00% 12 —
23 Spire Wealth Management 0.00% 45 $2K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — ISHARES TR (EPOL)

What does the Smart Money Trend signal show for EPOL?

Buying streak — 4 quarters in a row: For 4 consecutive quarters, more hedge funds added EPOL than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for EPOL?

Slight buying edge — 55% buying: Last quarter: 57 funds bought or added vs 47 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for EPOL holders?

Strong quality — 30% AUM from major funds: 13 of 105 holders rank in the top 100 by AUM, accounting for 30% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held EPOL?

Mixed — 36% long-term, 37% new: Of the 105 current holders: 38 (36%) held >2 years, 28 held 1–2 years, and 39 entered in the last year. A mixed base — the stock has long-term believers but also recent buyers who haven't been tested by a downturn yet.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.