ePlus Ownership | Who Owns ePlus?
ePlus Ownership Summary
ePlus is owned by 96.72% institutional investors, 2.09% insiders, and 1.20% retail investors. Pacer advisors is the largest institutional shareholder, holding 5.01% of PLUS shares. iShares Core S&P Small-Cap ETF is the top mutual fund, with 6.36% of its assets in ePlus shares.
PLUS Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | ePlus | 96.72% | 2.09% | 1.20% |
| Sector | Technology Stocks | 54.50% | 11.36% | 34.13% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Pacer advisors | 1.33M | 5.01% | $98.25M |
| Wcm investment management | 433.15K | 1.63% | $31.69M |
| Swedbank ab | 150.00K | 0.56% | $11.08M |
| Eulav asset management | 139.00K | 0.52% | $10.27M |
| Principal financial group | 137.45K | 0.52% | $10.15M |
| New york state common retirement fund | 93.71K | 0.35% | $6.92M |
| Allspring global investments | 90.83K | 0.34% | $6.72M |
| Legato capital management | 86.81K | 0.33% | $6.41M |
| Rhumbline advisers | 75.22K | 0.28% | $5.56M |
| Campbell newman asset management | 31.95K | 0.12% | $2.36M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Legato capital management | 86.81K | 0.84% | $6.41M |
| Cascade investment advisors | 16.00K | 0.76% | $1.18M |
| Vista finance | 4.27K | 0.32% | $315.69K |
| Intrack investment management | 4.85K | 0.26% | $379.13K |
| Eulav asset management | 139.00K | 0.25% | $10.27M |
| Pacer advisors | 1.33M | 0.21% | $98.25M |
| Campbell newman asset management | 31.95K | 0.19% | $2.36M |
| Wcm investment management | 433.15K | 0.07% | $31.69M |
| Inspire investing | 5.89K | 0.05% | $435.32K |
| Argent capital management | 20.17K | 0.04% | $1.49M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Swedbank ab | 150.00K | 0.01% | 150.00K |
| Argent capital management | 20.17K | 0.04% | 5.56K |
| State of new jersey common pension fund d | 26.39K | 0.01% | 5.52K |
| Principal financial group | 137.45K | 0.01% | 4.42K |
| Vista finance | 4.27K | 0.32% | 4.27K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Pacer advisors | 1.33M | 0.21% | -58.07K |
| Wcm investment management | 433.15K | 0.07% | -46.58K |
| Cx institutional | - | - | -33.13K |
| Inspire investing | 5.89K | 0.05% | -7.39K |
| Smith group asset management | - | - | -6.65K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Swedbank ab | 150.00K | 0.01% | 150.00K | $11.08M |
| Vista finance | 4.27K | 0.32% | 4.27K | $315.69K |
| Quent capital | 1.27K | 0.01% | 1.27K | $93.68K |
| Mather group, llc. | 111.00 | 0.00% | 111.00 | $8.20K |
| Newbridge financial services group | 10.00 | 0.00% | 10.00 | $739.00 |
Sold Out
| Holder | Change |
|---|---|
| Mendota financial group | -2.00 |
| Capital performance advisors llp | -74.00 |
| Strengthening families & communities | -436.00 |
| Retirement guys formula | -2.06K |
| Legacy financial strategies | -3.79K |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2024 | 233 | 1.30% | 25,694,752 | 0.95% | 96 | 1.06% | 108 | -10.74% | 84 | 10.53% |
| Jun 30, 2024 | 230 | 1.77% | 25,452,136 | -3.09% | 95 | 0.98% | 121 | 9.01% | 76 | -10.59% |
| Mar 31, 2024 | 226 | 2.26% | 26,262,360 | 3.17% | 98 | 1.08% | 111 | 19.35% | 85 | -9.57% |
| Dec 31, 2023 | 221 | 1.38% | 25,454,307 | 1.04% | 95 | 1.07% | 93 | -5.10% | 94 | 6.82% |
| Sep 30, 2023 | 218 | 10.10% | 25,191,836 | 0.40% | 94 | 1.06% | 98 | 1.03% | 88 | 27.54% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 1.70M | 6.36% | - |
| Pacer US Small Cap Cash Cows 100 ETF | 1.25M | 4.68% | -5.81K |
| Vanguard Total Stock Mkt Idx Inv | 842.30K | 3.14% | 1.11K |
| iShares Russell 2000 ETF | 727.44K | 2.71% | -110.00 |
| Avantis US Small Cap Value ETF | 681.65K | 2.54% | 1.20K |
| Vanguard Information Technology ETF | 618.62K | 2.31% | 9.30K |
| Vanguard Institutional Extnd Mkt Idx Tr | 397.88K | 1.48% | -1.87K |
| Nationwide Geneva Small Cap Gr Instl Svc | 290.13K | 1.08% | -7.09K |
| T. Rowe Price Integrated US SmCapGrEq | 280.40K | 1.05% | 169.50K |
| Fidelity Small Cap Index | 266.35K | 0.99% | -2.66K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Sep 16, 2024 | Marion Elaine D | Chief Financial Officer | Sell | $197.95K |
| Sep 16, 2024 | Marion Elaine D | Chief Financial Officer | Sell | $30.55K |
| Sep 16, 2024 | Marion Elaine D | Chief Financial Officer | Sell | $232.42K |
| Aug 26, 2024 | Callies John E | - | Sell | $100.46K |
| Aug 23, 2024 | FAULDERS C THOMAS III | - | Sell | $186.26K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q1 | - | - |
| 2024 Q4 | - | - |
| 2024 Q3 | - | 6 |
| 2024 Q2 | - | 6 |
| 2024 Q1 | - | 6 |
PLUS Ownership FAQ
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