Position in SPOT
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$557,383
+$316,868 QoQ
Shares Held
1,214
+144.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#774
of 1,241 holders
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 86%
Shared 0%
None 14%
Common Shares in SPOT Over Time
Shares Held
Position Value (USD)
Position in Internet Content & Information
Communication Services · as of Jun 30, 2026EP Wealth Advisors, LLC holds $679,611,061 across 10 Internet Content & Information names. SPOT ranks #6 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GOOGL |
Alphabet Inc.
|
1,482,027 | $528,018,880 | |
| 2 | META |
Meta Platforms, Inc.
|
262,961 | $148,123,301 | |
| 3 | NBIS |
Nebius Group N.V.
|
3,768 | $1,040,608 | |
| 4 | MTCH |
Match Group, Inc.
|
20,157 | $766,973 | |
| 5 | SNAP |
Snap Inc
|
129,831 | $576,449 | |
| 6 | SPOT |
Spotify Technology S.A.
This page
|
1,214 | $557,383 | |
| 7 | MAX |
MediaAlpha, Inc.
|
15,273 | $191,981 | |
| 8 | RUM |
RUM Group Inc.
|
23,756 | $150,613 |
All Filings in SPOT
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $557,383 | 1,214 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $240,515 | 496 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $342,618 | 590 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $646,100 | 842 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $376,770 | 685 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $351,640 | 786 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $316,198 | 858 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $214,946 | 685 | Shares | Sole | 2024-08-19 | |
| No filing history on record for this holder in this stock. | ||||||