Eupac Fund-f-2
$64.96+0.1%
+$15.1K
Net Activity
-21.19% total shares
Institutions Holding
7
Popularity Rank
#10937
Avg Weight
0.03%
Total Value
$4.0M
7 institutions currently hold AEPFX, with 4 net buyers and 3 net sellers this quarter.
Institutional Moves (Q2 2026)
Neutral
Based on recent trading activity
Net Selling Institutions
3
Net Buying Institutions
4
Top 5 by Value
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Across its top 7 institutional holders, AEPFX's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 9/100, avg. turnover score 33/100).
AEPFX ranks #10937 out of 37503 tracked stocks by institutional interest, inside the more closely watched half of our coverage.
7 institutions disclose a position in AEPFX, but none treat it as a major bet — even North Star Asset Management Inc, its most concentrated holder, allocates just 0.1% of its own portfolio to it.
Kelleher Financial Advisors has trimmed its AEPFX position for two straight quarters, cutting it by $202.4K while still holding $151.3K.
+$297.2K
Total Buy Value
$1.1M
Total Sell Value
4
Net Buyers
3
Net Sellers
AEPFX
Q2 2026
Top 5 Institutional Movers
-$864.0K
-$189.3K
+$172.3K
+$165.7K
+$97.7K
AEPFX does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.
13F data as of 2026-06-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.
No Form 144 planned sale filings in the last 90 days
No Schedule 13D/13G filings for this ticker
No Form 8-K filings for this ticker
29875E100
The most-added stocks by 13F institutions this quarter
Institutions Holding
6,243
Total reported value
$2.2T
3231 13F institutions increased their position this quarter
Institutions Holding
5,991
Total reported value
$3.6T
3034 13F institutions increased their position this quarter
Institutions Holding
6,154
Total reported value
$1.8T
2973 13F institutions increased their position this quarter
The most widely held stocks tracked across all 13F institutions
Institutions Holding
4,324
Total reported value
$864.3B
Held by 4324 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,247
Total reported value
$320.5B
Held by 4247 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,232
Total reported value
$346.4B
Held by 4232 institutions — one of the most-tracked stocks on AlphaSMO
Access AEPFX's institutional ownership data programmatically:
REST API
curl https://alphasmo.com/api/v1/market/stock/AEPFXCLI
npx alphasmo stocks get AEPFX