EPRF additions & removals
Changes are observation-bounded: an addition is the first retained official snapshot containing a security after an earlier absence; a removal is its first retained absence. Baseline holdings receive no invented addition date.
Additions
| Ticker | Issuer | Observed date | Change |
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| AHL | ASPEN INSURANCE HLDG LTD | 2026-04-30 | Added / first present |
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| UMBF | UMB FINANCIAL CORP | 2025-07-31 | Added / first present |
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| BK | BANK OF NY MELLON CORP | 2025-04-30 | Added / first present |
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| KKR | KKR & CO INC | 2025-04-30 | Added / first present |
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| ARES | ARES MANAGEMENT CORP | 2025-01-31 | Added / first present |
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| ADC | AGREE REALTY CORP | 2024-10-31 | Added / first present |
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| VOYA | VOYA FINANCIAL INC | 2024-10-31 | Added / first present |
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| ESGR | ENSTAR GROUP LTD | 2023-07-31 | Added / first present |
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| LNC | LINCOLN NATIONAL CORP | 2023-01-31 | Added / first present |
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| USBFS04 | U.S. Bank Money Market Deposit Account | 2022-10-31 | Added / first present |
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| EQH | EQUITABLE HOLDINGS INC | 2022-07-31 | Added / first present |
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| GDV | GABELLI DVD & INC TR | 2022-07-31 | Added / first present |
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| MS | MORGAN STANLEY | 2022-07-31 | Added / first present |
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| BOH | BANK OF HAWAII CORP | 2021-07-31 | Added / first present |
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| WAFD | WASHINGTON FEDERAL INC | 2021-04-30 | Added / first present |
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| CFR | CULLEN/FROST BANKERS INC | 2021-01-31 | Added / first present |
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| FULT | FULTON FINANCIAL CORP | 2021-01-31 | Added / first present |
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| BIP | BROOKFIELD INFRASTRUCTUR | 2020-10-31 | Added / first present |
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| USBFS03 | U.S. Bank Money Market Deposit Account | 2020-07-31 | Added / first present |
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Removals
| Ticker | Issuer | Observed date | Change |
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| ESGR | ENSTAR GROUP LTD | 2025-07-31 | Removed / first absent |
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| LNC | LINCOLN NATIONAL CORP | 2024-01-31 | Removed / first absent |
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| USBFS04 | U.S. Bank Money Market Deposit Account | 2024-07-31 | Removed / first absent |
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| GDV | GABELLI DVD & INC TR | 2023-10-31 | Removed / first absent |
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| BOH | BANK OF HAWAII CORP | 2024-10-31 | Removed / first absent |
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| WAFD | WASHINGTON FEDERAL INC | 2023-07-31 | Removed / first absent |
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| FULT | FULTON FINANCIAL CORP | 2022-01-31 | Removed / first absent |
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| BIP | BROOKFIELD INFRASTRUCTUR | 2022-01-31 | Removed / first absent |
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| USBFS03 | U.S. Bank Money Market Deposit Account | 2022-10-31 | Removed / first absent |
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| BK | BANK OF NEW YORK MELLON | 2021-01-31 | Removed / first absent |
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| FRC | FIRST REPUBLIC BANK | 2023-04-30 | Removed / first absent |
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| PSB | PS BUSINESS PARKS INC | 2022-10-31 | Removed / first absent |
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| AEGON | AEGON NV | 2022-01-31 | Removed / first absent |
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| OAK | OAKTREE CAPITAL GRP LLC | 2023-01-31 | Removed / first absent |
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| PRUFIN | PRUDENTIAL PLC | 2022-01-31 | Removed / first absent |
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| FGXXX | First American Government Obli | 2020-07-31 | Removed / first absent |
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| BEPUCN | BROOKFIELD RENEWABLE PAR | 2022-10-31 | Removed / first absent |
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| AIG | AMERICAN INTL GROUP | 2022-01-31 | Removed / first absent |
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| ALL | ALLSTATE CORP | 2023-07-31 | Removed / first absent |
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| ARCC | ALLIED CAPITAL CORP | 2020-10-31 | Removed / first absent |
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| ARES | ARES MANAGEMENT CORP | 2021-07-31 | Removed / first absent |
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| DUK | DUKE ENERGY CORP | 2022-01-31 | Removed / first absent |
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| FCNCA | FIRST CITIZENS BANCSHARE | 2022-07-31 | Removed / first absent |
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| FRT | FEDERAL REALTY INVESTMEN | 2021-07-31 | Removed / first absent |
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| GAB | GABELLI EQUITY TRUST | 2021-01-31 | Removed / first absent |
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| HFRO | HIGHLAND INCOME FUND | 2022-01-31 | Removed / first absent |
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| HSBC | HSBC HOLDINGS PLC | 2020-07-31 | Removed / first absent |
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| KKR | KKR & CO INC | 2023-10-31 | Removed / first absent |
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| NEE | NEXTERA ENERGY CAPITAL | 2020-10-31 | Removed / first absent |
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| NNN | NATIONAL RETAIL PROP INC | 2022-01-31 | Removed / first absent |
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| PNC | PNC FINANCIAL SERVICES | 2022-10-31 | Removed / first absent |
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| PPL | PPL CAPITAL FUNDING INC | 2021-07-31 | Removed / first absent |
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| PRE | PARTNERRE LTD | 2022-04-30 | Removed / first absent |
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| PRU | PRUDENTIAL FINANCIAL INC | 2020-10-31 | Removed / first absent |
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| SO | ALABAMA POWER CO | 2022-10-31 | Removed / first absent |
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| WFC | WELLS FARGO & COMPANY | 2022-01-31 | Removed / first absent |
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