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Altshares Trust shares owned by EP Wealth Advisors

Quarter-by-quarter ownership of Altshares Trust (ARB) shares owned by EP Wealth Advisors from 13F filings

Historical chart of EP Wealth Advisors investment in Altshares Trust

Tip: Access up to 7 years of quarterly data

All positions including Altshares Trust held by EP Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Altshares Trust by EP Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $12M 396k 29.32

More positions owned by EP Wealth Advisors

Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Bd Index Fds Intermed Term (BIV)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Dimensional Etf Trust Internatnal Val (DFIV)
Ishares Tr Core Us Aggbd Et (AGG)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for EP Wealth Advisors

Top funds holding Altshares Trust

Cantor Fitzgerald Investment Adviser
EP Wealth Advisors
New York Life Investment Management
LongView Asset Management
Envestnet Asset Management
Citadel Advisors
Legend Financial Advisors
CLS Investments
HighTower Advisors
Diversify Wealth Management
Raymond James Financial
PFG Advisors
Dynamic Advisors Solutions
Steward Partners Investment Advisory
Advisor Group Holdings

View all funds holding Altshares Trust