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EPM · Evolution Petroleum Corp · Held by Funds

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$3.57 +0.01 (+0.28%)
Russell 2000 member Rebalance outlook locked
Market Cap
$143.01M
Shares
40.17M
Volume · Oct 5 346.16K Avg daily vol (3M) 491.78K

Registered funds — mutual funds, ETFs and closed-end funds — whose latest Form N-PORT portfolio report holds this exact listed security, matched by CUSIP. Each row is one fund position with its size, value and weight in that fund.

Funds holding EPM

126 fund positions
Fund Balance Value % of Fund Open
Avantis U.S. Small Cap Value ETF 902,468 $3,826,464 0.01%
VANGUARD TOTAL STOCK MARKET INDEX FUND 898,454 $3,306,311 0.00%
iShares Russell 2000 ETF 772,371 $2,842,325 0.00%
Fidelity Small Cap Index Fund 381,832 $1,405,142 0.00%
VANGUARD EXTENDED MARKET INDEX FUND 340,876 $1,254,424 0.00%
iShares Russell 2000 Growth ETF 283,587 $1,043,600 0.01%
North Star Dividend Fund 220,000 $932,800 0.96%
U.S. SMALL CAP VALUE PORTFOLIO 251,328 $924,887 0.00%
BlackRock Advantage Small Cap Core Fund 192,624 $816,726 0.02%
North Star Micro Cap Fund 184,000 $780,160 0.42%
Fidelity Extended Market Index Fund 174,997 $741,987 0.00%
Dimensional U.S. Targeted Value ETF 195,950 $721,096 0.00%
U.S. Targeted Value Portfolio 194,776 $716,776 0.00%
VANGUARD RUSSELL 2000 INDEX FUND 163,357 $692,634 0.00%
Dimensional US Small Cap Value ETF 134,856 $496,270 0.01%
Dimensional U.S. Small Cap ETF 113,438 $417,452 0.00%
iShares Micro-Cap ETF 110,253 $405,731 0.03%
U.S. SMALL CAP PORTFOLIO 99,768 $367,146 0.00%
U.S. MICRO CAP PORTFOLIO 97,318 $358,130 0.00%
Schwab Small-Cap Index Fund 81,824 $301,112 0.00%
Goldman Sachs Absolute Return Tracker Fund 76,862 $282,852 0.00%
Fidelity Total Market Index Fund 64,229 $272,331 0.00%
Grandeur Peak Global Micro Cap 27,925 $260,820 0.56%
U.S. Small Cap Equity Fund 70,164 $258,204 0.03%
Fidelity Series Total Market Index Fund 48,562 $205,903 0.00%
U.S. CORE EQUITY 1 PORTFOLIO 54,901 $202,036 0.00%
Avantis U.S. Small Cap Equity ETF 46,883 $198,784 0.01%
U.S. CORE EQUITY 2 PORTFOLIO 53,770 $197,874 0.00%
Ultra-Small Company Market Fund 50,800 $186,944 0.13%
Master Small Cap Index Series 50,265 $184,975 0.00%
Dimensional U.S. Core Equity 2 ETF 50,017 $184,063 0.00%
Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF 38,281 $162,311 0.02%
Nuveen Small Cap Blend Index Fund 42,535 $156,529 0.00%
Invesco RAFI US 1500 Small-Mid ETF 39,883 $146,769 0.01%
iShares Russell 2000 Value ETF 36,160 $133,069 0.00%
EQ/2000 Managed Volatility Portfolio 35,253 $129,731 0.00%
Victory Cornerstone Moderately Aggressive Fund 30,421 $128,985 0.00%
VANGUARD RUSSELL 2000 GROWTH INDEX FUND 26,695 $113,187 0.01%
Fidelity Small Cap Growth Index Fund 27,159 $99,945 0.01%
Avantis U.S. Equity ETF 18,835 $79,860 0.00%
Fidelity ZERO Total Market Index Fund 19,600 $72,128 0.00%
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND 19,157 $70,498 0.00%
EQ/Small Company Index Portfolio 18,240 $67,123 0.00%
Small Cap Index Fund 15,786 $66,933 0.00%
Small Cap Index Fund 17,790 $65,467 0.00%
U.S. VECTOR EQUITY PORTFOLIO 16,885 $62,137 0.00%
Fidelity ZERO Extended Market Index Fund 16,620 $61,162 0.00%
Avantis U.S. Small Cap Value Fund 14,420 $61,141 0.00%
Schwab Total Stock Market Index Fund 15,426 $56,768 0.00%
Global X Russell 2000 ETF 15,370 $56,562 0.00%
Showing 1–50 of 126 positions
Key facts CIK 1006655 CUSIP 30049A107 13F (30d) 1 filings 1 filers Visit website Investor relations