13F Insight
DOSSIER · 13F-HR · Q3 2026

EPIQ PARTNERS, LLC

$232M in tracked AUM across 99 positions as of Q3 2026.

EP
CIK 0001799435 · last filed Sep 30, 2026
Total AUM
$232M
as of Q3 2026
Holdings
99
—
positions
Whale Score
60
60
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2026

EPIQ PARTNERS, LLC filed its latest 13F-HR for Q3 2026. See the latest holdings and position changes below.

Quarter at a glance — Q3 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2026.

#HoldingValueSharesWeight
01
IWV
ISHARES TR
$32M75K13.9%02
IWF
ISHARES TR
$14M108K5.8%03
JBBB
JANUS DETROIT STR TR
$12M259K5.3%04
JSI
JANUS DETROIT STR TR
$11M228K4.9%05
GOOGL
ALPHABET INC
$9M26K3.9%06
LOUP
INNOVATOR ETFS TRUST
$8M93K3.6%07
CSWC
CAPITAL SOUTHWEST CORP
$7M289K2.9%08
ACWX
ISHARES TR
$7M88K2.9%09
HBAN
HUNTINGTON BANCSHARES INC
$7M435K2.9%10
BAC 7.25 PERP L
BANK OF AMER CORP
$6M5K2.6%

Filing history

2026Q3Sep 30
$232M▼ 1.5%
99 positionsView →2026Q2Jun 30
$236M▲ 10.2%
99 positionsView →2026Q1Mar 31
$214M▼ 0.2%
83 positionsView →2025Q4Dec 31
$214M▲ 119.4%
75 positionsView →2025Q3Sep 30
$98M▼ 50.2%
37 positionsLocked2025Q2Jun 30
$196M▲ 3.5%
72 positionsLocked2025Q1Mar 31
$190M▲ 2.5%
75 positionsLocked2024Q4Dec 31
$185M▲ 2.4%
74 positionsLocked2024Q3Sep 30
$181M▲ 22.2%
79 positionsLocked2024Q2Jun 30
$148M▼ 1.7%
73 positionsLocked2024Q1Mar 31
$150M▲ 7.8%
75 positionsLocked2023Q4Dec 31
$139M▲ 5.3%
69 positionsLocked
Showing 12 of 28