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Disclosery

EPOL ISHARES TR

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MSCI POLAND ETF (fund)

90 managers (91 13F filers) reported a position in EPOL shares at 2025-03-31, 5,043,762 shares in all. 45 filers opened a position and 12 filers sold out during the quarter.

Managers
90
13F filers
91
New
45
Added
13
Reduced
18
Sold out
12
Shares held by filers
5,043,762

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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…1,514,041$42.4M0.16%-142,95513F-HRTimeline
UBS Group AGgroup of 2 filers holding347,414$9.73M+78,312Timeline
MORGAN STANLEYin group MORGAN STANLEY334,877$9.38M<0.01%-66,92613F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO210,533$5.9M<0.01%+209,87313F-HRTimelineGroup
BANQUE PICTET & CIE SA206,141$5.77M0.06%+101,14113F-HRTimeline
LPL Financial LLC186,044$5.21M<0.01%+29,22513F-HRTimeline
Korea Investment CORP162,489$4.55M0.01%013F-HRTimeline
Sepio Capital, LP136,291$3.82M0.3%-1,59813F-HRTimeline
Nilsine Partners, LLC107,123$3M0.33%+14,14313F-HRTimeline
Private Advisor Group, LLC102,207$2.86M0.02%new13F-HRTimeline
MANCHESTER FINANCIAL INC95,823$2.68M0.6%new13F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/95,385$2.67M<0.01%-52,37313F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA87,916$2.46M<0.01%+87,22513F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN84,895$2.38M<0.01%-16,78613F-HRTimelineGroup
Fortis Group Advisors, LLC79,225$2.22M0.43%new13F-HRTimeline
MARVIN & PALMER ASSOCIATES INC72,480$2.03M3.03%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Bank of New York Mellon Corpin group Bank of New York Mellon Corp68,916$1.93M<0.01%+1,54013F-HRTimelineGroup
SBI Securities Co., Ltd.63,219$1.77M0.06%+50,99313F-HRTimeline
Geneos Wealth Management Inc.58,482$1.64M0.02%new13F-HRTimeline
NewSquare Capital LLC56,474$1.58M0.13%-6,81113F-HRTimeline
Arlington Capital Management, Inc.55,092$1.54M1.17%-40,71313F-HRTimeline
Monument Capital Management55,002$1.54M0.47%new13F-HRTimeline
Financiere des Professionnels - Fonds d…55,000$1.54M0.1%new13F-HRTimeline
DC Investments Management, LLC52,643$1.47M0.76%013F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …43,687$1.24M0.1%new13F-HRTimeline
Qube Research & Technologies Ltd40,309$1.13M<0.01%new13F-HRTimeline
HighTower Advisors, LLC39,519$1.11M<0.01%new13F-HRTimeline
Sanctuary Advisors, LLC38,242$1.07M0.01%-8,97813F-HRTimeline
Mount Lucas Management LP34,820$975K0.46%new13F-HRTimeline
Belpointe Asset Management LLC32,120$900K0.05%new13F-HRTimeline
Fortis Capital Advisors, LLC32,120$900K0.18%new13F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.30,348$850K<0.01%+28,74313F-HRTimelineGroup
RHUMBLINE ADVISERS29,374$823K<0.01%+29,01013F-HR/ATimeline
Cetera Investment Advisers28,052$786K<0.01%new13F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.27,516$771K<0.01%-12,57213F-HRTimelineGroup
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…25,963$727K0.01%new13F-HRTimelineGroup
Carnegie Investment Counsel28,878$709K0.02%-10,59113F-HRTimeline
GFS Advisors, LLC20,000$560K0.11%013F-HRTimeline
Elm3 Financial Group, LLC19,241$539K0.47%new13F-HRTimeline
PRUDENTIAL FINANCIAL INCin group PRUDENTIAL FINANCIAL INC17,000$476K<0.01%013F-HRTimelineGroup
Cresset Asset Management, LLC16,600$465K<0.01%+6,51613F-HRTimeline
CIBC WORLD MARKET INC.15,911$446K<0.01%new13F-HRTimeline
PRIVATE TRUST CO NA15,129$424K0.04%-1,91013F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …14,731$413K0.01%new13F-HRTimelineGroup
Trek Financial, LLC14,545$407K0.03%new13F-HRTimeline
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.in group Mirae Asset Global Investment…12,528$351K<0.01%new13F-HRTimelineGroup
SHAYNE & JACOBS, LLC12,241$343K0.08%013F-HRTimeline
ARROWSTREET CAPITAL, LIMITED PARTNERSHIPin group ARROWSTREET CAPITAL, LIMITED …12,027$337K<0.01%-12,68413F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…11,699$328K<0.01%-28,85013F-HRTimelineGroup
Sunbelt Securities, Inc.11,382$319K0.03%new13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/10,964$307K<0.01%new13F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP10,907$306K<0.01%new13F-HRTimelineGroup
Good Life Advisors, LLC10,280$288K0.02%new13F-HRTimeline
CANTOR FITZGERALD, L. P.in group CANTOR FITZGERALD, L. P.9,829$275K0.01%new13F-HRTimelineGroup
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC9,597$269K<0.01%-6,66013F-HRTimelineGroup
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …9,400$263K<0.01%new13F-HRTimelineGroup
Invesco Ltd.in group Invesco Ltd.8,680$243K<0.01%new13F-HRTimelineGroup
Walleye Capital LLCin group Walleye Capital LLC8,584$240K<0.01%new13F-HRTimelineGroup
GTS SECURITIES LLC8,528$239K0.01%new13F-HRTimeline
Mariner, LLCin group Mariner, LLC8,172$229K<0.01%new13F-HRTimelineGroup
Quantum Portfolio Management LLC7,899$221K0.11%new13F-HRTimeline
GRIFFIN ASSET MANAGEMENT, INC.7,439$208K0.03%new13F-HRTimeline
Caprock Group, LLC7,401$207K0.01%new13F-HRTimeline
Blue Trust, Inc.3,903$109K<0.01%-1,76613F-HRTimeline
TD Waterhouse Canada Inc.2,957$83.3K<0.01%new13F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC1,985$55.6K<0.01%013F-HR/ATimelineGroup
Fourth Dimension Wealth, LLC1,157$32.4K0.02%-31,67313F-HRTimeline
FMR LLCin group FMR LLC1,047$29.3K<0.01%+19813F-HRTimelineGroup
Game Plan Financial Advisors, LLC700$19.6K0.01%new13F-HRTimeline
BLAIR WILLIAM & CO/IL665$18.6K<0.01%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…450$12.6K<0.01%013F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC323$9.05K<0.01%new13F-HRTimeline
4Thought Financial Group Inc.223$6.24K<0.01%+4013F-HRTimeline
HOWE & RUSLING INC200$5.6K<0.01%new13F-HRTimeline
Copia Wealth Management171$4.79K<0.01%new13F-HRTimeline
CWM, LLCin group CWM, LLC102$3K<0.01%013F-HRTimelineGroup
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD100$2.8K<0.01%013F-HRTimelineGroup
Smartleaf Asset Management LLC76$2.16K<0.01%new13F-HRTimeline
Laurel Wealth Advisors LLC77$2.16K<0.01%new13F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…50$2K<0.01%013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.63$1.76K<0.01%013F-HRTimeline
Hexagon Capital Partners LLC50$1.4K<0.01%-113F-HRTimeline
NorthRock Partners, LLC35$980<0.01%new13F-HRTimeline
AE Wealth Management LLC19$532<0.01%013F-HRTimeline
Parallel Advisors, LLC10$280<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…10$280<0.01%new13F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…7$183<0.01%-33513F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC7$146<0.01%013F-HRTimelineGroup
GeoWealth Management, LLC1$28<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.

Events

  • BlackRock Portfolio Management LLC reported 2,131,216 EPOL shares, 11.3% of the class, as of 2026-09-30, in a 13G/A filed 2026-10-05. 0002052113-26-000879

    Accepted , ingested