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EPM · Evolution Petroleum Corp

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$3.76 +0.01 (+0.27%) At close · Aug 14
Market Cap
$134.88M
Shares
35.87M

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

Funds holding EPM

125 fund positions
Fund Balance Value % of Fund Open
VANGUARD TOTAL STOCK MARKET INDEX FUND 876,529 $4,014,503 0.00%
Avantis U.S. Small Cap Value ETF 902,468 $3,826,464 0.01%
iShares Russell 2000 ETF 674,211 $3,087,886 0.00%
Fidelity Small Cap Index Fund 333,603 $1,601,294 0.00%
VANGUARD EXTENDED MARKET INDEX FUND 331,490 $1,518,224 0.00%
U.S. SMALL CAP VALUE PORTFOLIO 241,615 $1,159,752 0.01%
iShares Russell 2000 Growth ETF 241,341 $1,105,342 0.01%
Dimensional U.S. Targeted Value ETF 217,603 $1,044,494 0.01%
North Star Dividend Fund 220,000 $932,800 0.96%
BlackRock Advantage Small Cap Core Fund 192,624 $816,726 0.02%
North Star Micro Cap Fund 184,000 $780,160 0.42%
U.S. Targeted Value Portfolio 155,519 $746,491 0.00%
Fidelity Extended Market Index Fund 174,997 $741,987 0.00%
VANGUARD RUSSELL 2000 INDEX FUND 163,357 $692,634 0.00%
Dimensional US Small Cap Value ETF 123,167 $591,202 0.01%
Dimensional U.S. Small Cap ETF 113,438 $544,502 0.00%
U.S. MICRO CAP PORTFOLIO 95,582 $458,794 0.01%
U.S. SMALL CAP PORTFOLIO 93,468 $448,646 0.00%
iShares Micro-Cap ETF 79,837 $365,653 0.03%
Schwab Small-Cap Index Fund 71,866 $344,957 0.00%
Goldman Sachs Absolute Return Tracker Fund 65,641 $300,636 0.01%
Fidelity Total Market Index Fund 64,229 $272,331 0.00%
U.S. CORE EQUITY 1 PORTFOLIO 54,901 $263,525 0.00%
Grandeur Peak Global Micro Cap 27,925 $260,820 0.56%
U.S. CORE EQUITY 2 PORTFOLIO 53,770 $258,096 0.00%
Dimensional U.S. Core Equity 2 ETF 50,017 $240,082 0.00%
Ultra-Small Company Market Fund 50,800 $232,664 0.19%
Master Small Cap Index Series 50,265 $230,214 0.00%
Nationwide Bailard Small Cap Value Fund 45,100 $216,480 0.17%
Fidelity Series Total Market Index Fund 48,562 $205,903 0.00%
Nuveen Small Cap Blend Index Fund 42,535 $204,168 0.01%
Avantis U.S. Small Cap Equity ETF 46,883 $198,784 0.01%
Invesco RAFI US 1500 Small-Mid ETF 37,925 $182,040 0.01%
Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF 38,281 $162,311 0.02%
EQ/2000 Managed Volatility Portfolio 35,253 $161,459 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 21,190 $97,050 0.01%
VANGUARD BALANCED INDEX FUND 20,558 $94,156 0.00%
Fidelity ZERO Total Market Index Fund 19,600 $94,080 0.00%
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND 19,157 $87,739 0.00%
U.S. VECTOR EQUITY PORTFOLIO 16,885 $81,048 0.00%
Avantis U.S. Equity ETF 18,835 $79,860 0.00%
Small Cap Index Fund 17,369 $79,550 0.01%
Schwab Total Stock Market Index Fund 15,426 $74,045 0.00%
Global X Russell 2000 ETF 14,096 $67,661 0.00%
EQ/Small Company Index Portfolio 14,740 $67,509 0.00%
Small Cap Index Fund 15,786 $66,933 0.00%
iShares Russell 3000 ETF 14,223 $65,141 0.00%
Fidelity ZERO Extended Market Index Fund 13,263 $63,662 0.00%
Showing 1–50 of 125 positions
Key facts CIK 1006655 CUSIP 30049A107 13F (30d) 128 filings 110 filers Visit website Investor relations

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