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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

175 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%
Avantis U.S. Small Cap Value ETF 853,692 $3,355,010 0.02%
VANGUARD TOTAL STOCK MARKET INDEX FUND 876,529 $3,102,913 0.00%
iShares Russell 2000 ETF 674,211 $3,087,886 0.00%
iShares Russell 2000 ETF 696,019 $2,463,907 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%
North Star Dividend Fund 367,000 $1,442,310 1.73%
Fidelity Small Cap Index Fund 338,122 $1,332,201 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%
VANGUARD EXTENDED MARKET INDEX FUND 306,591 $1,085,332 0.00%
Dimensional U.S. Targeted Value ETF 217,603 $1,044,494 0.01%
North Star Dividend Fund 220,000 $932,800 0.96%
iShares Russell 2000 Growth ETF 255,025 $902,789 0.01%
Dimensional U.S. Targeted Value ETF 213,948 $842,955 0.01%
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%
North Star Micro Cap Fund 162,300 $637,839 0.58%
VANGUARD RUSSELL 2000 INDEX FUND 152,097 $597,741 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%
Dimensional U.S. Small Cap ETF 113,438 $446,946 0.00%
Dimensional US Small Cap Value ETF 105,705 $416,478 0.01%
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%
iShares Micro-Cap ETF 72,482 $256,586 0.02%
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%
Avantis U.S. Small Cap Equity ETF 56,902 $223,625 0.01%
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%
Dimensional U.S. Core Equity 2 ETF 50,017 $197,067 0.00%
Invesco RAFI US 1500 Small-Mid ETF 37,925 $182,040 0.01%
Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF 41,506 $163,119 0.02%
Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF 38,281 $162,311 0.02%
Showing 1–50 of 175 positions
Key facts CIK 1006655 CUSIP 30049A107 13F (30d) 129 filings 111 filers Visit website Investor relations

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