AEPGX Institutional Ownership & Shareholders
EUPAC FUND (AEPGX) is currently held by 4 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $1.17M based on the latest available SEC Form 13F filings for the quarter ended September 30, 2026.
Emprise Bank is currently the largest disclosed institutional shareholder of AEPGX tracked by InsiderSet, reporting ownership valued at approximately $1.07M in its September 30, 2026 SEC Form 13F filing.
The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed AEPGX value among the investors covered in this analysis. Major shareholders include Emprise Bank, Coston, Mcisaac & Partners, Mcmillan Office, Inc., and several other long-term asset managers with concentrated positions in EUPAC FUND (AEPGX).
This page ranks the largest institutional AEPGX shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
4
Total Reported Value
$1.17M
Largest Holder
Emprise Bank
Largest Position
$1.07M
Insider Transactions (90d)
0
Latest Filing Quarter
Q3 2026
New Institutional Positions
4
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Emprise Bank | 0.41% | 16,859 | $1,066,144 | — | — | — | |
| Coston, Mcisaac & Partners | 0.02% | 1,457 | $92,000 | — | — | — | |
| Mcmillan Office, Inc. | 0.00% | 141 | $8,959 | — | — | — | |
| Mcilrath & Eck, Llc | 0.00% | 13 | $750 | — | — | — |
Frequently asked questions about AEPGX
Who are the largest institutional holders of AEPGX?
The largest institutional holders of AEPGX reported in the latest SEC Form 13F filings include Emprise Bank, Coston, Mcisaac & Partners, Mcmillan Office, Inc., and Mcilrath & Eck, Llc. InsiderSet ranks institutional holders by their latest reported AEPGX position.
What is AEPGX institutional ownership?
This page tracks AEPGX positions reported by institutional investment managers through SEC Form 13F. EUPAC FUND (AEPGX) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own AEPGX?
InsiderSet currently tracks 4 institutional managers reporting AEPGX holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of AEPGX shareholders.
How much AEPGX stock do institutions own?
Institutional investment managers disclosed approximately $1.17M in AEPGX holdings for Q3 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was AEPGX institutional ownership last updated?
The latest AEPGX institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended September 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional AEPGX holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its AEPGX position after the reporting date.
Are institutions buying or selling AEPGX?
Institutional buying and selling can be analyzed by comparing AEPGX positions across consecutive 13F reporting periods. InsiderSet's AEPGX Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View AEPGX ownership changes.
How has AEPGX institutional ownership changed over time?
InsiderSet tracks AEPGX institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.