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Disclosery

EPHE ISHARES TR

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CMN (fund)

43 managers (43 13F filers) reported a position in EPHE shares at 2026-03-31, 2,366,998 shares in all. 17 filers opened a position and 7 filers sold out during the quarter.

Managers
43
13F filers
43
New
17
Added
10
Reduced
7
Sold out
7
Shares held by filers
2,366,998

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

Each filer's latest stake. The shares are the aggregate the reporting persons state, which can include entities that file no 13F.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
State of Tennessee, Department of Treas…634,267$15.7M0.05%-108,42913F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.306,221$7.6M<0.01%+304,31613F-HRTimelineGroup
CAISSE DES DEPOTS ET CONSIGNATIONS305,000$7.5M0.12%new13F-HRTimeline
BCWM, LLC144,540$3.59M1.02%new13F-HRTimeline
Carrera Capital Advisors121,626$3.02M0.47%+16,96413F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…116,100$2.88M<0.01%new13F-HRTimelineGroup
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC111,797$2.78M<0.01%+9,98213F-HRTimelineGroup
NATIXISin group Natixis Investment Managers81,291$2.02M0.01%-52513F-HRTimelineGroup
Man Group plcin group Man Group plc77,681$1.93M<0.01%new13F-HRTimelineGroup
FLOW TRADERS U.S. LLC72,415$1.8M0.06%new13F-HRTimeline
Pavaki Capital Management LLC48,000$1.19M0.84%+30,00013F-HRTimeline
Korea Investment CORP39,743$987K<0.01%013F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp38,312$951K<0.01%+7,46713F-HRTimelineGroup
Sanctuary Advisors, LLC36,093$896K<0.01%+1,22513F-HRTimeline
BANQUE PICTET & CIE SA35,000$869K0.01%-13,00013F-HRTimeline
SBI Securities Co., Ltd.24,486$608K0.02%+3,66713F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC22,469$558K<0.01%new13F-HRTimelineGroup
UBS Group AGin group UBS Group AG21,236$527K<0.01%-20,82413F-HRTimelineGroup
Asset Management One Co., Ltd.20,804$517K<0.01%new13F-HRTimeline
PRELUDE CAPITAL MANAGEMENT, LLC18,000$447K0.03%+2,50013F-HRTimeline
CIBC WORLD MARKET INC.16,562$411K<0.01%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC14,526$361K<0.01%new13F-HRTimelineGroup
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…12,605$313K0.01%013F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY12,529$311K<0.01%+6,37013F-HRTimelineGroup
Sumitomo Mitsui Trust Group, Inc.in group Sumitomo Mitsui Trust Group, …9,294$231K<0.01%new13F-HRTimelineGroup
LPL Financial LLC9,186$228K<0.01%+75713F-HRTimeline
Amundiin group Amundi8,239$205K<0.01%013F-HRTimelineGroup
Stelac Advisory Services LLC4,164$103K0.02%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,600$40K<0.01%013F-HRTimelineGroup
BOCHK Asset Management Ltd1,200$29.8K0.01%013F-HRTimeline
Ashton Thomas Private Wealth, LLC538$13.4K<0.01%new13F-HRTimeline
Steward Partners Investment Advisory, L…426$10.6K<0.01%-7413F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…227$5.64K<0.01%new13F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO198$4.77K<0.01%-27713F-HR/ATimelineGroup
Advisory Services Network, LLC113$2.81K<0.01%new13F-HRTimeline
Qube Research & Technologies Ltd105$2.61K<0.01%new13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/100$2.48K<0.01%013F-HRTimelineGroup
Eukles Asset Management94$2.33K<0.01%new13F-HRTimeline
Allworth Financial LP62$1.54K<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN58$1.43K<0.01%013F-HR/ATimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.36$893<0.01%-713F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…28$695<0.01%new13F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.27$670<0.01%new13F-HRTimeline

Events

  • BlackRock Portfolio Management LLC reported 1,167,459 EPHE shares, 19.8% of the class, as of 2026-09-30, in a 13G/A filed 2026-10-05. 0002052113-26-000876

    Accepted , ingested