EPM · Evolution Petroleum Corp

$3.68 -0.02 (-0.54%) At close · Sep 4

Russell 2000 member Rebalance outlook locked

Market Cap

$132.01M

35.87M

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →

Quarter:

Holders: 119

Total Value: $66,572,029

Total Shares: 18,090,244

Showing 1–100 of 120 holdings by value · page 1 of 2

Institutional Ownership Trend

26 quarters

Holder Concentration

Across 119 13F filers · Δ vs Mar 31, 2026

Top Holder

13.4%

+0.2 pts

Top 5

46.8%

+0.7 pts

Top 10

71.2%

+1.8 pts

HHI

639

Broadly held+22

Quarterly Activity

vs Mar 31, 2026

New

Increased

Decreased

Sold Out

Unchanged

Holder count: -3

Institutional value: -19.1%

Shares held: +0.7%

Top Buyers

vs Mar 31, 2026

Institution	Added	Now Holds
Mega AQR CAPITAL MANAGEMENT LLC	+342,166	375,692
Mega GEODE CAPITAL MANAGEMENT, LLC	+107,342	885,707
Large Quantinno Capital Management LP	+105,080	171,610
Mid CWA Asset Management Group, LLC	+96,475	805,762
Large RENAISSANCE TECHNOLOGIES LLC	+76,917	1,029,814

Top Sellers

vs Mar 31, 2026

Institution	Sold	Now Holds
Mega CITADEL ADVISORS LLC	−305,028	91,177
Mega GOLDMAN SACHS GROUP INC	−121,110	164,526
Mega JANE STREET GROUP, LLC	−63,563	16,100
Mid RITHOLTZ WEALTH MANAGEMENT	−46,760	84,817
Mega NORTHERN TRUST CORP	−43,368	265,468

Top New Positions

vs Mar 31, 2026

Institution	Acquired	Value (USD)
Mid OCCUDO QUANTITATIVE STRATEGIES LP	32,203	$118,507
Small Abel Hall, LLC	31,278	$115,103
Large WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	26,231	$96,530
Large Lido Advisors, LLC	23,787	$87,536
Large IEQ CAPITAL, LLC	23,159	$85,225

Top Sold-Out Positions

vs Mar 31, 2026

Institution	Previously Held	Last Value (USD)
Large Point72 Asset Management, L.P.	167,761	$768,345
Mega MILLENNIUM MANAGEMENT LLC	87,835	$402,284
Mid GSA CAPITAL PARTNERS LLP	44,502	$203,819
Small Odyssean, LLC	31,931	$146,243
Small Jackson Hole Capital Partners, LLC	27,489	$125,899

Filter: New 18 Increased 47 Reduced 32 Sold out 21 Unchanged 22

Showing 100 of 120

All Common Calls Puts

Compact Export CSV

Holder

Value (USD)

% of 13F

BlackRock, Inc.

$8,893,498

13.36%

2,416,712

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BLACKROCK FINANCIAL MANAGEMENT INC/DE	191,159	$703,465	7.9%	Sole
BlackRock Investment Management, LLC	97,379	$358,354	4.0%	Sole
BLACKROCK ADVISORS LLC	56,454	$207,750	2.3%	Sole
BlackRock Fund Advisors	1,219,936	$4,489,364	50.5%	Sole
BlackRock Institutional Trust Company, N.A.	851,425	$3,133,244	35.2%	Sole
Aperio Group, LLC	359	$1,321	0.0%	Sole

WealthTrust Axiom LLC

$8,142,437

12.23%

2,212,619

DIMENSIONAL FUND ADVISORS LP

$5,478,469

8.23%

1,488,715

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Dimensional Fund Advisors Ltd.	3,743	$13,774	0.3%	Defined
DFA Australia Ltd.	10,366	$38,146	0.7%	Defined
Dimensional Ireland Ltd	69,412	$255,436	4.7%	Defined
Held directly	1,405,194	$5,171,113	94.4%	Sole

VANGUARD CAPITAL MANAGEMENT LLC

$4,684,113

7.04%

1,272,857

AMERICAN CENTURY COMPANIES INC

$3,956,228

5.94%

1,075,062

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
AMERICAN CENTURY INVESTMENT MANAGEMENT INC	1,075,062	$3,956,228	100.0%	Defined

RENAISSANCE TECHNOLOGIES LLC

$3,789,715

5.69%

1,029,814

RAYMOND JAMES FINANCIAL INC

$3,666,854

5.51%

996,428

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RAYMOND JAMES & ASSOCIATES	430	$1,582	0.0%	Defined
Raymond James Financial Services Advisors, Inc.	995,998	$3,665,272	100.0%	Defined

GEODE CAPITAL MANAGEMENT, LLC

$3,259,401

4.90%

885,707

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC	118,051	$434,427	13.3%	Defined
Held directly	767,656	$2,824,974	86.7%	Defined

CWA Asset Management Group, LLC

$2,965,204

4.45%

805,762

STATE STREET CORP

$2,545,422

3.82%

691,691

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
STATE STREET GLOBAL ADVISORS EUROPE LIMITED joint	691,691	$2,545,422	100.0%	Defined

MORGAN STANLEY

$2,346,712

3.53%

637,694

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MORGAN STANLEY & CO INTERNATIONAL PLC	185	$680	0.0%	Defined
MORGAN STANLEY & CO. LLC	8,637	$31,784	1.4%	Defined
MORGAN STANLEY CAPITAL SERVICES, LLC	23,081	$84,938	3.6%	Defined
MORGAN STANLEY SMITH BARNEY LLC	1,504	$5,534	0.2%	Defined
PARAMETRIC PORTFOLIO ASSOCIATES LLC	604,287	$2,223,776	94.8%	Defined

North Star Investment Management Corp.

$1,587,507

2.38%

431,388

AQR CAPITAL MANAGEMENT LLC

$1,382,544

2.08%

375,692

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RF&L WEALTH MANAGEMENT, LLC	9	$33	0.0%	Other
Prism Planning Partners LLC	271	$997	0.1%	Other
Arax Advisory Partners	7,440	$27,379	2.0%	Other
HALBERT HARGROVE GLOBAL ADVISORS, LLC	966	$3,554	0.3%	Other
Stokes Family Office, LLC	510	$1,876	0.1%	Other
Held directly	366,496	$1,348,705	97.6%	Defined

$1,244,487

1.87%

338,176

NORTHERN TRUST CORP

$976,921

1.47%

265,468

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
NORTHERN TRUST CO joint	260,663	$959,239	98.2%	Defined
DWS INVESTMENT MANAGEMENT AMERICAS, INC joint	4,805	$17,682	1.8%	Other

VANGUARD FIDUCIARY TRUST CO

$829,814

1.25%

225,493

VANGUARD PORTFOLIO MANAGEMENT LLC

$818,064

1.23%

222,300

Quantinno Capital Management LP

$631,524

0.95%

171,610

GOLDMAN SACHS GROUP INC

$605,455

0.91%

164,526

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
GOLDMAN SACHS ASSET MANAGEMENT, L.P.	164,526	$605,455	100.0%	Defined

UBS Group AG

$584,923

0.88%

158,947

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
UBS Financial Services Inc	1,069	$3,933	0.7%	Defined
UBS AG	145,486	$535,388	91.5%	Defined
UBS Securities LLC	12,392	$45,602	7.8%	Defined

Castleview Partners, LLC

$424,646

0.64%

115,393

WELLS FARGO & COMPANY/MN

$410,863

0.62%

111,648

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
WELLS FARGO BANK N A	29,116	$107,146	26.1%	Defined
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC	82,529	$303,706	73.9%	Defined
WELLS FARGO CLEARING SERVICES, LLC	3	$11	0.0%	Defined

O'SHAUGHNESSY ASSET MANAGEMENT, LLC

$393,178

0.59%

106,842

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

$363,127

0.55%

98,676

Schonfeld Strategic Advisors LLC

$335,516

0.50%

91,173

RITHOLTZ WEALTH MANAGEMENT

$312,126

0.47%

84,817

Bank of New York Mellon Corp

$312,048

0.47%

84,796

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Mellon Investments Corporation	29,812	$109,708	35.2%	Defined
The Bank of New York Mellon	51,201	$188,419	60.4%	Defined
BNY Mellon, NA joint	3,780	$13,910	4.5%	Defined
Held directly	3	$11	0.0%	Defined

BANK OF AMERICA CORP /DE/

$234,894

0.35%

63,830

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BANK OF AMERICA NA	63,830	$234,894	100.0%	Defined

SUSQUEHANNA INTERNATIONAL GROUP, LLP

$232,417

0.35%

63,157

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
SUSQUEHANNA SECURITIES, LLC	34,621	$127,405	54.8%	Other
G1 EXECUTION SERVICES, LLC	28,536	$105,012	45.2%	Other

Nuveen, LLC

$228,156

0.34%

61,999

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Nuveen Asset Management, LLC joint	16,299	$59,980	26.3%	Defined
TEACHERS ADVISORS, LLC joint	45,700	$168,176	73.7%	Defined

BRIDGEWAY CAPITAL MANAGEMENT, LLC

$203,504

0.31%

55,300

Connor, Clark & Lunn Investment Management Ltd.

$198,168

0.30%

53,850

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Manager 1	53,850	$198,168	100.0%	Sole

Invesco Ltd.

$192,395

0.29%

52,282

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Invesco Advisers, Inc. joint	5,291	$19,470	10.1%	Defined
Invesco Trust Co joint	12,772	$47,000	24.4%	Defined
Invesco Capital Management LLC	34,219	$125,925	65.5%	Defined

Advisor OS, LLC

$189,383

0.28%

51,463

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MJP ASSOCIATES INC /ADV	137	$504	0.3%	Sole
Redwood Private Wealth	51,326	$188,879	99.7%	Sole

TRUIST FINANCIAL CORP

$183,219

0.28%

49,788

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
TRUIST BANK /NC/	49,788	$183,219	100.0%	Defined

CITADEL ADVISORS LLC

$179,131

0.27%

48,677

FMR LLC

$177,986

0.27%

48,366

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Fidelity Management & Research Co LLC	47,993	$176,614	99.2%	Defined
STRATEGIC ADVISERS LLC	373	$1,372	0.8%	Defined

D. E. Shaw & Co., Inc.

$170,987

0.26%

46,464

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
D. E. SHAW & CO, L.P.	46,464	$170,987	100.0%	Defined

MERCER GLOBAL ADVISORS INC /ADV

$159,160

0.24%

43,250

CITADEL ADVISORS LLC

$156,400

0.23%

42,500

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citadel Securities GP LLC	42,500	$156,400	100.0%	Defined

Russell Investments Group, Ltd.

$139,114

0.21%

37,803

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Russell Investment Management, LLC	37,803	$139,114	100.0%	Defined

Ethic Inc.

$138,143

0.21%

37,539

VICTORY CAPITAL MANAGEMENT INC

$125,624

0.19%

34,137

DEUTSCHE BANK AG\

$122,495

0.18%

33,287

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
DWS INVESTMENT MANAGEMENT AMERICAS, INC	601	$2,211	1.8%	Defined
DWS Investments UK Ltd	32,686	$120,284	98.2%	Defined

OCCUDO QUANTITATIVE STRATEGIES LP

$118,507

0.18%

32,203

ALLIANCEBERNSTEIN L.P.

$116,324

0.17%

31,610

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Equitable Holdings, Inc.	31,610	$116,324	100.0%	Defined

Abel Hall, LLC

$115,103

0.17%

31,278

Vanguard Personalized Indexing Management, LLC

$113,031

0.17%

30,715

Rothschild Wealth LLC

$98,399

0.15%

26,739

Graham Capital Management, L.P.

$97,104

0.15%

26,387

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

$96,530

0.15%

26,231

RHUMBLINE ADVISERS

$90,947

0.14%

24,714

Lido Advisors, LLC

$87,536

0.13%

23,787

PRICE T ROWE ASSOCIATES INC /MD/

$85,390

0.13%

23,204

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
T. Rowe Price International Ltd	23,204	$85,390	100.0%	Defined

IEQ CAPITAL, LLC

$85,225

0.13%

23,159

CITIGROUP INC

$78,137

0.12%

21,233

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citigroup Financial Products Inc. joint	21,233	$78,137	100.0%	Defined

Engineers Gate Manager LP

$74,328

0.11%

20,198

WELLINGTON MANAGEMENT GROUP LLP

$72,801

0.11%

19,783

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Wellington Management International Ltd	19,783	$72,801	100.0%	Defined

Campbell & CO Investment Adviser LLC

$67,115

0.10%

18,238

Dynamic Technology Lab Private Ltd

$60,870

0.09%

16,541

SEI INVESTMENTS CO

$59,980

0.09%

16,299

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
SEI TRUST CO	16,299	$59,980	100.0%	Sole

JANE STREET GROUP, LLC

$59,248

0.09%

16,100

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Jane Street Capital, LLC	16,100	$59,248	100.0%	Defined

Summit Trail Advisors, LLC

$58,773

0.09%

15,971

Mariner, LLC

$58,493

0.09%

15,895

JPMORGAN CHASE & CO

$56,251

0.08%

15,286

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
JPMorgan Chase Bank, N.A.	13,329	$49,050	87.2%	Defined
J.P. Morgan Securities plc	1,957	$7,201	12.8%	Defined

MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.

$54,486

0.08%

14,806

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Global X Management CO LLC joint	14,806	$54,486	100.0%	Defined

Chancellor Financial Group WB LP

$53,735

0.08%

14,602

Michels Family Financial, LLC

$45,845

0.07%

12,458

Cambridge Investment Research Advisors, Inc.

$45,264

0.07%

12,300

XTX Topco Ltd

$42,949

0.06%

11,671

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
XTX EXECUTION SERVICES LLC joint	11,671	$42,949	100.0%	Defined

Vanguard Global Advisers, LLC

$41,035

0.06%

11,151

Police & Firemen's Retirement System of New Jersey

$40,807

0.06%

11,089

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Mellon Capital	11,089	$40,807	100.0%	Defined

CAPTRUST FINANCIAL ADVISORS

$40,568

0.06%

11,024

Private Advisor Group, LLC

$36,866

0.06%

10,018

Equitable Holdings, Inc.

$36,800

0.06%

10,000

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
EQUITABLE ADVISORS, LLC	10,000	$36,800	100.0%	Defined

ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/

$35,832

0.05%

9,737

NEW YORK STATE COMMON RETIREMENT FUND

$35,188

0.05%

9,562

BARCLAYS PLC

$33,181

0.05%

9,017

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BARCLAYS BANK PLC	7,720	$28,409	85.6%	Defined
BARCLAYS CAPITAL INC.	1,297	$4,772	14.4%	Defined

Arax Advisory Partners

$31,751

0.05%

8,628

OSAIC HOLDINGS, INC.

$29,693

0.04%

8,069

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
OSAIC WEALTH, INC.	3,642	$13,402	45.1%	Defined
Osaic Advisory Services, LLC	4,427	$16,291	54.9%	Defined

PNC FINANCIAL SERVICES GROUP, INC.

$29,565

0.04%

8,034

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
PNC Bank, National Association	8,034	$29,565	100.0%	Defined

BNP PARIBAS ARBITRAGE, SA

$28,037

0.04%

7,619

NFSG Corp

$25,668

0.04%

6,975

State of Alaska, Department of Revenue

$24,291

0.04%

6,601

NISA INVESTMENT ADVISORS, LLC

$21,075

0.03%

5,727

Tower Research Capital LLC (TRC)

$15,205

0.02%

4,132

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Latour Trading LLC (Latour)	4,132	$15,205	100.0%	Defined

CoreCap Advisors, LLC

$11,073

0.02%

3,009

Legal & General Group Plc

$11,010

0.02%

2,992

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Legal & General Investment Management America Inc	2,992	$11,010	100.0%	Defined

Ameritas Investment Partners, Inc.

$9,586

0.01%

2,605

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
EATON VANCE MANAGEMENT	2,605	$9,586	100.0%	Other

BARD ASSOCIATES INC

$9,200

0.01%

2,500

Integrated Wealth Concepts LLC

$8,324

0.01%

2,262

Smartleaf Asset Management LLC

$7,087

0.01%

1,926

Allworth Financial LP

$5,847

0.01%

1,589

JONES FINANCIAL COMPANIES LLLP

$5,045

0.01%

1,371

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Edward D. Jones & Co., L.P.	1,371	$5,045	100.0%	Sole

RAFFA WEALTH MANAGEMENT, LLC

$4,968

0.01%

1,350

GAMMA Investing LLC

$4,496

0.01%

1,222

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO

$3,713

0.01%

1,009

ROYAL BANK OF CANADA

$3,462

0.01%

941

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RBC CMA LTD.	940	$3,459	99.9%	Defined
Held directly	1	$3	0.1%	Sole

HARBOR CAPITAL ADVISORS, INC.

$3,172

0.00%

862

Essential Partners LLC

$2,200

0.00%

598

Key facts CIK 1006655 CUSIP 30049A107 13F (30d) 81 filings 81 filers Visit website Investor relations