Enerpac Tool GroupEPAC
13F holders, Q4 2025 (December 31)At the end of Q4 2025, 255 institutions reported holding Enerpac Tool Group Corp. (EPAC) in their 13F filings, up 11 from Q3 2025. 36 opened new positions and 23 sold out. The largest holders were BlackRock, Inc. ($296.6M), Vanguard Group Inc. ($220.6M) and Capital International Investors ($173.2M). 10 famous investors held it, including Mario Gabelli (0.1% of GAMCO Investors's portfolio), Ron Baron (0.0% of Baron Capital (BAMCO)'s portfolio) and Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio).
- Company
- Enerpac Tool Group Corp.
- CUSIP
- 292765104
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 36 | $22.4M |
| Exits | 23 | $18.2M |
All 13F filers, Q3 2025 → Q4 2025: 3,432,075 shares bought and 4,297,165 shares sold, net −865,090 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 255 holders
| BlackRock, Inc. | 0.01% | Reduce -0.5% | 7,757,027 | $296.6M |
| Vanguard Group Inc. | 0.00% | Reduce -1.7% | 5,769,985 | $220.6M |
| Capital International Investors | 0.03% | No change | 4,530,064 | $173.2M |
| Neuberger Berman Group LLC | 0.12% | Add +10.4% | 4,214,903 | $161.2M |
| Kayne Anderson Rudnick Investment Management LLC | 0.41% | Reduce -14.3% | 3,946,717 | $150.9M |
| State Street Corp. | 0.00% | Reduce -1.2% | 2,185,584 | $83.6M |
| Barrow Hanley Mewhinney & Strauss LLC | 0.20% | Reduce -6.8% | 1,598,748 | $61.1M |
| Cooke & Bieler LP | 0.63% | Add +2.1% | 1,577,871 | $60.3M |
| Dimensional Fund Advisors LP | 0.01% | Reduce -2.7% | 1,345,538 | $51.5M |
| Geode Capital Management, LLC | 0.00% | Reduce -1.1% | 1,281,425 | $49.0M |
| Champlain Investment Partners, LLC | 0.48% | Reduce -35.9% | 1,230,327 | $47.0M |
| Thrivent Financial for Lutherans | 0.07% | Reduce -10.0% | 1,023,403 | $39.1M |
| Brown Advisory Inc. | 0.05% | Add +92.7% | 864,054 | $33.0M |
| GW&K Investment Management, LLC | 0.26% | Add +34.4% | 785,268 | $30.0M |
| Jennison Associates LLC | 0.02% | Reduce -17.7% | 663,069 | $25.4M |
| Bessemer Group Inc. | 0.04% | Add +1570.4% | 605,202 | $23.1M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -1.2% | 604,511 | $23.1M |
| Southernsun Asset Management, LLC | 3.21% | Reduce -5.0% | 600,682 | $23.0M |
| Morgan Stanley | 0.00% | Add +0.8% | 586,840 | $22.4M |
| D. E. Shaw & Co. | 0.02% | Add +53.6% | 553,112 | $21.2M |
| Northern Trust Corp. | 0.00% | Reduce -9.5% | 523,901 | $20.0M |
| Bank of New York Mellon Corp | 0.00% | Reduce -1.4% | 504,087 | $19.3M |
| Qube Research & Technologies Ltd | 0.03% | Add +9.0% | 462,186 | $17.7M |
| Baron Capital (BAMCO) | 0.05% | No change | 446,217 | $17.1M |
| Wells Fargo & Company | 0.00% | Reduce -20.0% | 299,212 | $11.4M |
| Segall Bryant & Hamill, LLC | 0.14% | Add +9.0% | 275,997 | $10.6M |
| Goldman Sachs Group Inc. | 0.00% | Add +41.3% | 275,610 | $10.5M |
| Principal Financial Group Inc. | 0.00% | Reduce -2.9% | 253,372 | $9.7M |
| Arrowstreet Capital, Limited Partnership | 0.01% | Add +354.3% | 252,695 | $9.7M |
| Leeward Investments, LLC - MA | 0.48% | Reduce -0.9% | 249,077 | $9.5M |
| Sei Investments Co. | 0.01% | Reduce -12.4% | 231,975 | $8.9M |
| Kennedy Capital Management LLC | 0.18% | Reduce -24.5% | 223,928 | $8.6M |
| Invesco Ltd. | 0.00% | Reduce -7.2% | 184,352 | $7.0M |
| Public Sector Pension Investment Board | 0.02% | Reduce -12.8% | 183,403 | $7.0M |
| Hillsdale Investment Management Inc. | 0.19% | Reduce -0.6% | 182,800 | $7.0M |
| UBS Group AG | 0.00% | Reduce -21.2% | 177,084 | $6.8M |
| GAMCO Investors | 0.06% | No change | 155,300 | $5.9M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +2.0% | 154,650 | $5.9M |
| Trexquant Investment LP | 0.05% | Add +88.7% | 153,264 | $5.9M |
| Teacher Retirement System of Texas | 0.02% | Add +39.8% | 149,139 | $5.7M |
| CenterBook Partners LP | 0.28% | Add +56.0% | 148,814 | $5.7M |
| Rhumbline Advisers | 0.00% | Reduce -2.5% | 146,492 | $5.6M |
| MetLife Investment Management, LLC | 0.03% | Reduce -54.9% | 144,052 | $5.5M |
| Bank of America Corp. | 0.00% | Reduce -14.3% | 142,769 | $5.5M |
| Voya Investment Management LLC | 0.01% | Reduce -10.5% | 135,741 | $5.2M |
| Legal & General Group Plc | 0.00% | Reduce -5.4% | 135,415 | $5.2M |
| Nuveen, LLC | 0.00% | Reduce -31.4% | 128,173 | $4.9M |
| Millennium Management | 0.00% | Reduce -30.9% | 126,969 | $4.9M |
| American Century Companies Inc. | 0.00% | Reduce -11.2% | 125,118 | $4.8M |
| Ameriprise Financial Inc. | 0.00% | Reduce -77.5% | 122,021 | $4.7M |
| F/m Investments LLC | 0.17% | Add +30.4% | 114,218 | $4.4M |
| Tudor Investment Corporation | 0.02% | Reduce -33.9% | 110,369 | $4.2M |
| Heartland Advisors Inc. | 0.22% | Reduce -19.8% | 107,168 | $4.1M |
| Swiss National Bank | 0.00% | Add +1.8% | 106,400 | $4.1M |
| Barclays PLC | 0.00% | Add +9.1% | 103,853 | $4.0M |
| Marshall Wace, LLP | 0.00% | Add +1137.4% | 100,304 | $3.8M |
| XTX Topco Ltd | 0.10% | Add +707.9% | 100,127 | $3.8M |
| Telemark Asset Management, LLC | 0.38% | New | 100,000 | $3.8M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -45.9% | 87,726 | $3.4M |
| WINTON GROUP Ltd | 0.11% | New | 86,799 | $3.3M |
| Moody Aldrich Partners LLC | 0.59% | Reduce -7.2% | 83,310 | $3.2M |
| Citadel Advisors | 0.00% | Reduce -1.6% | 73,394 | $2.8M |
| Alliancebernstein L.P. | 0.00% | Add +10.7% | 72,876 | $2.8M |
| Engineers Gate Manager LP | 0.03% | Add +134.1% | 71,296 | $2.7M |
| Susquehanna Fundamental Investments, LLC | 0.09% | Add +110.2% | 71,018 | $2.7M |
| BNP Paribas Financial Markets | 0.00% | Add +85.8% | 63,754 | $2.4M |
| ExodusPoint Capital Management, LP | 0.02% | Add +335.7% | 56,705 | $2.2M |
| Y-Intercept (Hong Kong) Ltd | 0.05% | Add +52.3% | 55,056 | $2.1M |
| JPMorgan Chase & Co. | 0.00% | Reduce -18.5% | 54,239 | $2.1M |
| T. Rowe Price Associates Inc. | 0.00% | Add +2.1% | 53,788 | $2.1M |
| California State Teachers Retirement System | 0.00% | Add +2.7% | 51,525 | $2.0M |
| Daiwa Securities Group Inc. | 0.01% | Reduce -10.3% | 50,860 | $1.9M |
| Prudential Financial Inc. | 0.00% | Reduce -9.1% | 49,932 | $1.9M |
| Two Sigma Investments, LP | 0.00% | New | 47,796 | $1.8M |
| Royal Bank of Canada | 0.00% | Reduce -54.2% | 46,866 | $1.8M |
| CANADA LIFE ASSURANCE Co | 0.00% | No change | 45,960 | $1.8M |
| Deutsche Bank AG | 0.00% | Add +3.4% | 44,785 | $1.7M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | New | 43,125 | $1.6M |
| Kensington Investment Counsel, LLC | 0.67% | Reduce -13.0% | 42,893 | $1.6M |
| Stifel Financial Corp. | 0.00% | Reduce -15.6% | 42,402 | $1.6M |
| Two Sigma Advisers, LP | 0.00% | New | 40,800 | $1.6M |
| New York State Teachers Retirement System | 0.00% | Reduce -1.3% | 40,468 | $1.5M |
| FMR LLC | 0.00% | Add +1065.0% | 39,902 | $1.5M |
| M&T Bank Corp | 0.00% | Reduce -25.1% | 37,190 | $1.4M |
| Point72 Asset Management | 0.00% | Add +29.8% | 35,585 | $1.4M |
| Grandeur Peak Global Advisors, LLC | 0.17% | Reduce -81.4% | 33,306 | $1.3M |
| SG Americas Securities, LLC | 0.00% | Add +19.1% | 32,027 | $1.2M |
| Algert Global LLC | 0.02% | New | 30,890 | $1.2M |
| State of Alaska, Department of Revenue | 0.01% | Reduce -0.4% | 30,525 | $1.2M |
| Expect Equity LLC | 0.93% | No change | 29,398 | $1.1M |
| Illinois Municipal Retirement Fund | 0.01% | Reduce -0.3% | 28,248 | $1.1M |
| State of Tennessee, Department of Treasury | 0.00% | Reduce -15.2% | 26,389 | $1.1M |
| Diversified Trust Co. | 0.02% | Add +26.2% | 27,250 | $1.0M |
| First Trust Advisors LP | 0.00% | Reduce -30.6% | 25,717 | $983K |
| Gabelli Funds LLC | 0.01% | Add +79.5% | 25,000 | $956K |
| Victory Capital Management Inc. | 0.00% | Add +13.8% | 24,899 | $952K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -2.2% | 24,658 | $943K |
| Louisiana State Employees Retirement System | 0.02% | Reduce -2.0% | 24,300 | $929K |
| AQR Capital Management | 0.00% | Add +34.1% | 24,200 | $925K |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -7.8% | 23,312 | $891K |
| Gotham Asset Management | 0.00% | Add +240.1% | 22,427 | $858K |
| Raymond James Financial Inc. | 0.00% | Reduce -3.8% | 22,167 | $848K |
| Intech Investment Management LLC | 0.01% | Reduce -22.2% | 21,655 | $828K |
| Quadrature Capital Ltd | 0.01% | New | 21,368 | $817K |
| Janus Henderson Group PLC | 0.00% | No change | 21,056 | $805K |
| Man Group plc | 0.00% | Add +32.2% | 19,433 | $743K |
| Elo Mutual Pension Insurance Co | 0.01% | New | 19,392 | $742K |
| Gibbs Wealth Management | 0.18% | New | 18,397 | $741K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Reduce -35.4% | 17,790 | $681K |
| Moody National Bank Trust Division | 0.07% | Add +16.4% | 17,730 | $678K |
| Gsa Capital Partners LLP | 0.06% | Reduce -17.4% | 17,641 | $675K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 17,108 | $654K |
| Handelsbanken Fonder AB | 0.00% | No change | 16,874 | $645K |
| New York State Common Retirement Fund | 0.00% | No change | 16,861 | $645K |
| Premier Fund Managers Ltd | 0.04% | Reduce -37.1% | 16,230 | $640K |
| Oxford Asset Management LLP | 0.23% | New | 16,640 | $636K |
| State Board of Administration of Florida Retirement System | 0.00% | Reduce -59.4% | 16,402 | $627K |
| HSBC Holdings PLC | 0.00% | New | 15,893 | $615K |
| Jane Street Group, LLC | 0.00% | Reduce -90.1% | 15,863 | $607K |
| Citigroup Inc. | 0.00% | Reduce -31.0% | 15,451 | $591K |
| Amalgamated Bank | 0.00% | Reduce -0.9% | 15,404 | $589K |
| EntryPoint Capital, LLC | 0.23% | New | 15,344 | $587K |
| Yousif Capital Management, LLC | 0.01% | Reduce -14.0% | 14,437 | $580K |
| Glenmede Trust Co. NA | 0.00% | — | 15,105 | $578K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | No change | 15,010 | $574K |
| Arizona State Retirement System | 0.00% | Reduce -6.7% | 14,896 | $570K |
| Amundi | 0.00% | Add +55.2% | 14,886 | $569K |
| Comerica Bank | 0.00% | Reduce -17.9% | 14,236 | $544K |
| Holocene Advisors, LP | 0.00% | Reduce -29.4% | 14,032 | $537K |
| Teachers Retirement System of the State of Kentucky | 0.00% | Reduce -11.8% | 13,724 | $525K |
| Mirabella Financial Services LLP | 0.05% | New | 13,500 | $516K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | Reduce -4.5% | 13,117 | $502K |
| Atria Investments, Inc | 0.01% | Reduce -17.6% | 12,935 | $495K |
| Inceptionr LLC | 0.14% | New | 12,897 | $493K |
| US Bancorp \de | 0.00% | Reduce -13.0% | 12,306 | $471K |
| Central Pacific Bank - Trust Division | 0.06% | Reduce -1.1% | 12,126 | $464K |
| Oregon Public Employees Retirement Fund | 0.01% | Reduce -0.8% | 12,080 | $462K |
| Campbell & CO Investment Adviser LLC | 0.02% | Add +9.6% | 11,970 | $458K |
| KLP Kapitalforvaltning As | 0.00% | No change | 11,900 | $455K |
| Renaissance Technologies | 0.00% | New | 11,900 | $455K |
| Fiduciary Trust Co | 0.01% | Add +77.0% | 11,836 | $453K |
| Quadrant Capital Group LLC | 0.01% | No change | 11,394 | $436K |
| Susquehanna Portfolio Strategies, LLC | 0.01% | No change | 11,250 | $430K |
| OP Asset Management Ltd | 0.01% | Add +21.6% | 11,146 | $426K |
| Praxis Investment Management Inc. | 0.03% | No change | 11,030 | $422K |
| Mariner, LLC | 0.00% | New | 10,942 | $418K |
| Capstone Investment Advisors, LLC | 0.00% | New | 10,891 | $416K |
| Brevan Howard Capital Management LP | 0.01% | Add +101.0% | 10,452 | $400K |
| ProShare Advisors LLC | 0.00% | Add +1.1% | 10,329 | $395K |
| State of Wyoming | 0.04% | New | 10,206 | $390K |
| Blair William & Co. | 0.00% | No change | 10,160 | $389K |
| Quantinno Capital Management LP | 0.00% | Add +22.1% | 10,028 | $383K |
| Natixis Advisors, LLC | 0.00% | Reduce -25.7% | 10,017 | $383K |
| Callan Family Office, LLC | 0.01% | New | 10,014 | $383K |
| Captrust Financial Advisors | 0.00% | Reduce -9.2% | 9,909 | $379K |
| Commerce Bank | 0.00% | Add +22.3% | 9,772 | $374K |
| LPL Financial LLC | 0.00% | Reduce -0.4% | 9,646 | $369K |
| Bank of Montreal | 0.00% | Reduce -0.4% | 9,051 | $346K |
| Aigen Investment Management, LP | 0.08% | New | 8,925 | $341K |
| Pictet Asset Management Holding SA | 0.00% | No change | 8,883 | $340K |
| Hancock Whitney Corp. | 0.01% | Reduce -9.3% | 8,820 | $337K |
| &partners | 0.00% | Reduce -44.4% | 8,687 | $334K |
| Corient Private Wealth LP | 0.00% | Add +2.5% | 8,634 | $331K |
| Aviva PLC | 0.00% | New | 8,592 | $329K |
| Counterpoint Mutual Funds LLC | 0.02% | New | 8,444 | $323K |
| Pacific Ridge Capital Partners, LLC | 0.07% | Add +5.0% | 8,322 | $318K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 7,966 | $305K |
| Verition Fund Management LLC | 0.00% | Reduce -49.9% | 7,900 | $302K |
| Portside Wealth Group, LLC | 0.04% | Reduce -44.8% | 7,876 | $301K |
| Entropy Technologies, LP | 0.02% | Reduce -22.7% | 7,835 | $300K |
| Maryland State Retirement & Pension System | 0.01% | No change | 7,754 | $297K |
| Numerai GP LLC | 0.04% | New | 7,748 | $296K |
| Howe & Rusling Inc. | 0.02% | No change | 7,732 | $296K |
| Cetera Investment Advisers | 0.00% | Add +37.8% | 7,533 | $288K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -4.6% | 7,242 | $277K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -0.3% | 7,088 | $271K |
| AlphaQuest LLC | 0.01% | Reduce -17.4% | 6,839 | $262K |
| Freestone Grove Partners LP | 0.00% | Reduce -46.9% | 6,245 | $239K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -1.1% | 5,921 | $238K |
| Keybank National Association | 0.00% | Reduce -0.5% | 6,178 | $236K |
| Mutual of America Capital Management LLC | 0.00% | Add +0.2% | 6,055 | $232K |
| Chancellor Financial Group WB LP | 0.16% | No change | 6,025 | $230K |
| Summit Global Investments | 0.01% | Reduce -1.3% | 5,887 | $225K |
| Aquatic Capital Management LLC | 0.01% | Add +1.7% | 5,680 | $217K |
| Pathstone Holdings, LLC | 0.00% | Reduce -6.8% | 5,488 | $210K |
| Franklin Resources Inc. | 0.00% | No change | 5,450 | $208K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -6.3% | 5,396 | $206K |
| Aristides Capital LLC | 0.07% | New | 5,324 | $204K |
| Norden Group LLC | 0.02% | Reduce -59.8% | 5,285 | $202K |
| Ameritas Investment Partners, Inc. | 0.01% | No change | 4,532 | $173K |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -69.0% | 3,950 | $151K |
| Acadian Asset Management LLC | 0.00% | New | 3,330 | $127K |
| AdvisorNet Financial, Inc | 0.01% | No change | 3,150 | $120K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -52.8% | 2,904 | $111K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -5.1% | 2,435 | $96K |
| CIBC Private Wealth Group LLC | 0.00% | Add +0.5% | 2,470 | $94K |
| Pacer Advisors, Inc. | 0.00% | Reduce -4.6% | 2,367 | $91K |
| Global Retirement Partners, LLC | 0.00% | New | 2,036 | $78K |
| KBC Group NV | 0.00% | No change | 1,804 | $69K |
| Cwm, LLC | 0.00% | Reduce -1.2% | 1,717 | $66K |
| Rockefeller Capital Management L.P. | 0.00% | Add +13.4% | 1,545 | $59K |
| Kemnay Advisory Services Inc. | 0.01% | New | 1,229 | $47K |
| Assetmark, Inc. | 0.00% | Add +22.7% | 1,164 | $45K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | New | 1,158 | $44K |
| Danske Bank A/S | 0.00% | No change | 1,100 | $42K |
| GAMMA Investing LLC | 0.00% | Add +1.2% | 1,064 | $41K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Add +43.9% | 1,040 | $40K |
| Canada Pension Plan Investment Board | 0.00% | New | 800 | $31K |
| Sittner & Nelson, LLC | 0.01% | No change | 698 | $30K |
| Allworth Financial LP | 0.00% | Reduce -0.3% | 718 | $27K |
| Federated Hermes, Inc. | 0.00% | Reduce -98.3% | 591 | $23K |
| 2UniFi Bank | 0.01% | No change | 589 | $23K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -25.5% | 588 | $22K |
| Huntington National Bank | 0.00% | Add +4.3% | 553 | $21K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 530 | $20K |
| Hantz Financial Services, Inc. | 0.00% | Add +246.4% | 485 | $19K |
| Private Wealth Asset Management, LLC | 0.00% | No change | 474 | $18K |
| Public Employees Retirement System of Ohio | 0.00% | Add +5.8% | 457 | $17K |
| Osaic Holdings, Inc. | 0.00% | Reduce -1.6% | 442 | $17K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -78.6% | 427 | $16K |
| Whittier Trust Co. | 0.00% | Reduce -78.3% | 360 | $14K |
| Fifth Third Bancorp | 0.00% | Reduce -56.8% | 378 | $14K |
| Sterling Capital Management LLC | 0.00% | Add +161.8% | 343 | $13K |
| UMB Bank, n.a. | 0.00% | Add +41.4% | 314 | $12K |
| Los Angeles Capital Management LLC | 0.00% | New | 290 | $12K |
| Quarry LP | 0.00% | Reduce -72.7% | 305 | $12K |
| Salomon & Ludwin, LLC | 0.00% | Add +132.1% | 253 | $10K |
| Arax Advisory Partners | 0.00% | New | 242 | $9K |
| Wolff Wiese Magana LLC | 0.00% | No change | 183 | $7K |
| Farther Finance Advisors, LLC | 0.00% | Add +456.3% | 178 | $7K |
| Ritter Daniher Financial Advisory LLC / DE | 0.00% | New | 162 | $6K |
| Versant Capital Management, Inc | 0.00% | No change | 138 | $5K |
| LRI Investments, LLC | 0.00% | Add +32.6% | 126 | $5K |
| Laurel Wealth Advisors LLC | 0.00% | New | 109 | $4K |
| Signaturefd, LLC | 0.00% | No change | 61 | $2K |
| Atlantic Private Wealth, LLC | 0.00% | No change | 58 | $2K |
| Jones Financial Companies LLLP | 0.00% | Add +4.3% | 49 | $2K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 37 | $1K |
| Rothschild Investment LLC | 0.00% | Reduce -20.0% | 36 | $1K |
| WPG Advisers, LLC | 0.00% | No change | 35 | $1K |
| Parkside Financial Bank & Trust | 0.00% | No change | 26 | $995 |
| Private Trust Co. NA | 0.00% | No change | 26 | $994 |
| Aventura Private Wealth, LLC | 0.00% | No change | 24 | $918 |
| Bell Investment Advisors, Inc | 0.00% | No change | 24 | $918 |
| Torren Management, LLC | 0.00% | — | 15 | $574 |
| MAI Capital Management | 0.00% | No change | 12 | $459 |
| Ankerstar Wealth, LLC | 0.00% | — | 11 | $421 |
| Parallel Advisors, LLC | 0.00% | No change | 9 | $344 |
| Larson Financial Group LLC | 0.00% | No change | 6 | $229 |
| Gilpin Wealth Management, LLC | 0.00% | — | 4 | $153 |
| Abound Wealth Management | 0.00% | No change | 4 | $153 |
| PFS Partners, LLC | 0.00% | New | 2 | $77 |
| EverSource Wealth Advisors, LLC | 0.00% | New | 2 | $76 |
| Dunhill Financial, LLC | 0.00% | New | 1 | $45 |
| Covestor Ltd | 0.00% | No change | 8 | $0 |
"% of holder's portfolio" is EPAC's weight in each manager's 13F, not the share of Enerpac Tool Group Corp. the manager owns.