EPSN Epsilon Energy Ltd
Epsilon Energy Ltd (EPSN) Institutional Ownership
What the institutions did with EPSN last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended September 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| Ballast Asset Management, LP | 782.3K | 19.0% |
| DIMENSIONAL FUND ADVISORS LP | 754.6K | 18.3% |
| GEODE CAPITAL MANAGEMENT, LLC | 534.9K | 13.0% |
| LPL Financial LLC | 439.9K | 10.7% |
| SEI INVESTMENTS CO | 282.2K | 6.8% |
| Dalton Investments, Inc. | 250.0K | 6.1% |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 216.4K | 5.2% |
| BARCLAYS PLC | 151.1K | 3.7% |
| Verdence Capital Advisors LLC | 147.0K | 3.6% |
| Russell Investments Group, Ltd. | 139.6K | 3.4% |
| J.W. COLE ADVISORS, INC. | 89.4K | 2.2% |
| Nuveen, LLC | 89.3K | 2.2% |
| Bank of New York Mellon Corp | 47.9K | 1.2% |
| RITHOLTZ WEALTH MANAGEMENT | 47.9K | 1.2% |
| PNC Financial Services Group, Inc. | 29.9K | 0.7% |
| DEUTSCHE BANK AG\ | 17.4K | 0.4% |
| RHUMBLINE ADVISERS | 14.1K | 0.3% |
| FMR LLC | 13.3K | 0.3% |
| IEQ CAPITAL, LLC | 12.7K | 0.3% |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | 12.4K | 0.3% |
| Apollon Wealth Management, LLC | 10.3K | 0.2% |
| TD Waterhouse Canada Inc. | 8.3K | 0.2% |
| GAMMA Investing LLC | 7.6K | 0.2% |
| CITIGROUP INC | 7.0K | 0.2% |
| UBS Group AG | 4.7K | 0.1% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| BARCLAYS PLC | Increased | 40.7K | 151.1K | +110.4K |
| Russell Investments Group, Ltd. | Increased | 33.5K | 139.6K | +106.0K |
| LPL Financial LLC | Reduced | 504.2K | 439.9K | -64.2K |
| GEODE CAPITAL MANAGEMENT, LLC | Reduced | 576.5K | 534.9K | -41.6K |
| Abel Hall, LLC | Sold Out | 40.9K | 0 | -40.9K |
| FMR LLC | Reduced | 42.8K | 13.3K | -29.5K |
| Ballast Asset Management, LP | Reduced | 806.3K | 782.3K | -24.0K |
| RITHOLTZ WEALTH MANAGEMENT | Increased | 29.0K | 47.9K | +18.9K |
| Nuveen, LLC | Increased | 71.2K | 89.3K | +18.1K |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | Increased | 200.0K | 216.4K | +16.4K |
| PNC Financial Services Group, Inc. | Increased | 15.1K | 29.9K | +14.8K |
| UBS Group AG | Reduced | 16.4K | 4.7K | -11.7K |
| DIMENSIONAL FUND ADVISORS LP | Increased | 743.1K | 754.6K | +11.5K |
| Ethic Inc. | Sold Out | 11.1K | 0 | -11.1K |
| Apollon Wealth Management, LLC | New | 0 | 10.3K | +10.3K |
| J.W. COLE ADVISORS, INC. | Increased | 80.4K | 89.4K | +9.0K |
| IEQ CAPITAL, LLC | Reduced | 20.1K | 12.7K | -7.4K |
| GAMMA Investing LLC | Increased | 1.7K | 7.6K | +5.9K |
| DEUTSCHE BANK AG\ | Reduced | 19.9K | 17.4K | -2.5K |
| Verdence Capital Advisors LLC | Increased | 144.5K | 147.0K | +2.5K |
| CITIGROUP INC | Reduced | 9.5K | 7.0K | -2.5K |
| Bank of New York Mellon Corp | Reduced | 50.0K | 47.9K | -2.0K |
| RHUMBLINE ADVISERS | Reduced | 15.7K | 14.1K | -1.5K |
| MATHER GROUP, LLC. | New | 0 | 550 | +550 |
| Global Retirement Partners, LLC | New | 0 | 417 | +417 |
| Private Wealth Management Group, LLC | Sold Out | 393 | 0 | -393 |
| Cornerstone Planning Group LLC | Sold Out | 214 | 0 | -214 |
| RMG Wealth Management LLC | Sold Out | 100 | 0 | -100 |
| IFP Advisors, Inc | Reduced | 392 | 300 | -92 |
| Root Financial Partners, LLC | New | 0 | 91 | +91 |
| Avion Wealth | Sold Out | 86 | 0 | -86 |
| Essential Partners LLC | Reduced | 538 | 474 | -64 |
| TD PRIVATE CLIENT WEALTH LLC | New | 0 | 61 | +61 |
| EverSource Wealth Advisors, LLC | Reduced | 717 | 667 | -50 |
| Fortitude Family Office, LLC | Sold Out | 37 | 0 | -37 |
| Sterling Capital Management LLC | Increased | 375 | 410 | +35 |
| Farther Finance Advisors, LLC | Reduced | 694 | 671 | -23 |
| Provenance Wealth Advisors, LLC | New | 0 | 22 | +22 |
| ROTHSCHILD INVESTMENT LLC | Reduced | 163 | 143 | -20 |
| Caitong International Asset Management Co., Ltd | Increased | 8 | 18 | +10 |
| SBI Securities Co., Ltd. | Increased | 73 | 83 | +10 |
| SJS Investment Consulting Inc. | Increased | 18 | 25 | +7 |
| True Wealth Design, LLC | Increased | 31 | 37 | +6 |
| NISA INVESTMENT ADVISORS, LLC | Increased | 3 | 7 | +4 |
| Clearstead Advisors, LLC | Reduced | 4 | 1 | -3 |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.