Skip to main content
Equibles
EPM logo

EPM

Evolution Petroleum Corp
$3.63 -0.04 (-1.09%) At close · Jul 10
Market Cap
$130.22M
Shares
35,872,725

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.

The Jun 30, 2026 filing window is still open — showing the latest known positions. Funds that have not filed yet carry their prior-quarter positions; a fund that filed without this stock counts as sold out.
Holders: 120
Total Value: $81,380,479
Total Shares: 17,769,512
Showing 1–100 of 123 holdings by value · page 1 of 2

Institutional Ownership Trend

26 quarters

Holder Concentration

Across 120 13F filers
Top Holder
13.3%
Jun 2023 → Mar 2026 · range 12.3% – 13.7%
of institutional value
Top 5
46.6%
Jun 2023 → Mar 2026 · range 41.9% – 46.6%
of institutional value
Top 10
70.1%
Jun 2023 → Mar 2026 · range 60.9% – 70.1%
of institutional value
HHI
629
Jun 2023 → Mar 2026 · range 513 – 629
Broadly held
Showing 100 of 123
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
Mega BlackRock, Inc. $10,835,434 13.31% 2,365,816
Small WealthTrust Axiom LLC $9,783,869 12.02% 2,136,216
Mega DIMENSIONAL FUND ADVISORS LP $6,655,737 8.18% 1,453,218
Mega VANGUARD CAPITAL MANAGEMENT LLC $5,714,621 7.02% 1,247,734
Mega AMERICAN CENTURY COMPANIES INC $4,966,272 6.10% 1,084,339
Mega RAYMOND JAMES FINANCIAL INC $4,715,100 5.79% 1,029,498
Large RENAISSANCE TECHNOLOGIES LLC $4,364,268 5.36% 952,897
Mega GEODE CAPITAL MANAGEMENT, LLC $3,564,911 4.38% 778,365
Mid CWA Asset Management Group, LLC $3,248,534 3.99% 709,287
Mega STATE STREET CORP $3,171,668 3.90% 692,504
Mega MORGAN STANLEY $2,983,085 3.67% 651,329
Mid North Star Investment Management Corp. $1,974,795 2.43% 431,178
Small Register Financial Advisors LLC $1,542,718 1.90% 336,838
Mega CITADEL ADVISORS LLC $1,492,644 1.83% 325,905
Mega NORTHERN TRUST CORP Bank $1,414,466 1.74% 308,836
Mega GOLDMAN SACHS GROUP INC $1,308,212 1.61% 285,636
Mega VANGUARD FIDUCIARY TRUST CO Bank $955,516 1.17% 208,628
Mega UBS Group AG $909,188 1.12% 198,513
Large Point72 Asset Management, L.P. $768,345 0.94% 167,761
Mid RITHOLTZ WEALTH MANAGEMENT $602,622 0.74% 131,577
Large O'SHAUGHNESSY ASSET MANAGEMENT, LLC $567,594 0.70% 123,929
Small Castleview Partners, LLC $436,474 0.54% 95,300
Mega CHARLES SCHWAB INVESTMENT MANAGEMENT INC $406,644 0.50% 88,787
Mega MILLENNIUM MANAGEMENT LLC $402,284 0.49% 87,835
Mega Bank of New York Mellon Corp Bank $391,982 0.48% 85,586
Mid Ethic Inc. $358,728 0.44% 78,325
Mega BANK OF AMERICA CORP /DE/ Bank $325,628 0.40% 71,098
Mega WELLS FARGO & COMPANY/MN $310,472 0.38% 67,789
Large Quantinno Capital Management LP $304,707 0.37% 66,530
Mega SUSQUEHANNA INTERNATIONAL GROUP, LLP $291,493 0.36% 63,645
Mid Engineers Gate Manager LP $288,553 0.35% 63,003
Mega Nuveen, LLC $283,955 0.35% 61,999
Mid Graham Capital Management, L.P. $283,355 0.35% 61,868
Mega JANE STREET GROUP, LLC $282,416 0.35% 61,663
Mega Invesco Ltd. $276,232 0.34% 60,313
Mega CITADEL ADVISORS LLC $275,258 0.34% 60,100
Mid BRIDGEWAY CAPITAL MANAGEMENT, LLC $253,274 0.31% 55,300
Small Advisor OS, LLC $239,790 0.29% 52,356
Large TRUIST FINANCIAL CORP $228,029 0.28% 49,788
Mid GSA CAPITAL PARTNERS LLP $203,819 0.25% 44,502
Mega VICTORY CAPITAL MANAGEMENT INC $171,630 0.21% 37,474
Large Schonfeld Strategic Advisors LLC $159,310 0.20% 34,784
Mega AQR CAPITAL MANAGEMENT LLC $153,547 0.19% 33,526
Large Connor, Clark & Lunn Investment Management Ltd. $148,117 0.18% 32,340
Small Odyssean, LLC $146,243 0.18% 31,931
Mega DEUTSCHE BANK AG\ Bank $134,060 0.16% 29,271
Mid Vanguard Personalized Indexing Management, LLC $127,465 0.16% 27,831
Mega D. E. Shaw & Co., Inc. $126,811 0.16% 27,688
Small Jackson Hole Capital Partners, LLC $125,899 0.15% 27,489
Small Rothschild Wealth LLC $125,066 0.15% 27,307
Mega RHUMBLINE ADVISERS $122,423 0.15% 26,730
Mega ALLIANCEBERNSTEIN L.P. $112,713 0.14% 24,610
Mega PRICE T ROWE ASSOCIATES INC /MD/ $106,274 0.13% 23,204
Small Ellevest, Inc. $89,923 0.11% 19,634
Mid Sowell Financial Services LLC $89,484 0.11% 19,538
Mega TWO SIGMA INVESTMENTS, LP $82,591 0.10% 18,033
Mega JANE STREET GROUP, LLC $82,440 0.10% 18,000
Mega WELLINGTON MANAGEMENT GROUP LLP $75,785 0.09% 16,547
Mega ARROWSTREET CAPITAL, LIMITED PARTNERSHIP $75,464 0.09% 16,477
Large SEI INVESTMENTS CO $74,649 0.09% 16,299
Mid Virtu Financial LLC $74,406 0.09% 16,246
Mid COLDSTREAM CAPITAL MANAGEMENT INC $73,412 0.09% 16,029
Mid Summit Trail Advisors, LLC $71,008 0.09% 15,504
Large MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. Mutual Fund $69,506 0.09% 15,176
Mega JPMORGAN CHASE & CO $67,747 0.08% 14,792
Mid XTX Topco Ltd $67,156 0.08% 14,663
Small Chancellor Financial Group WB LP $66,877 0.08% 14,602
Large Russell Investments Group, Ltd. $66,088 0.08% 14,430
Large MERCER GLOBAL ADVISORS INC /ADV $65,145 0.08% 14,224
Large Focus Partners Wealth $63,836 0.08% 13,938
Small ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ Bank $59,040 0.07% 12,891
Small OXFORD ASSET MANAGEMENT LLP $58,019 0.07% 12,668
Micro Michels Family Financial, LLC $56,695 0.07% 12,379
Large Cambridge Investment Research Advisors, Inc. $56,334 0.07% 12,300
Mega LPL Financial LLC $53,746 0.07% 11,735
Small Kathmere Capital Management, LLC $51,117 0.06% 11,161
Mega Vanguard Global Advisers, LLC $51,071 0.06% 11,151
Large Police & Firemen's Retirement System of New Jersey Pension $50,787 0.06% 11,089
Mega CITADEL ADVISORS LLC $46,716 0.06% 10,200
Mega MANUFACTURERS LIFE INSURANCE COMPANY, THE Insurance $45,996 0.06% 10,043
Mid Equitable Holdings, Inc. $45,800 0.06% 10,000
Mega BARCLAYS PLC $45,570 0.06% 9,950
Large NEW YORK STATE COMMON RETIREMENT FUND Pension $43,793 0.05% 9,562
Large OSAIC HOLDINGS, INC. $36,222 0.04% 7,909
Mega PNC FINANCIAL SERVICES GROUP, INC. $32,951 0.04% 7,195
Mega BNP PARIBAS ARBITRAGE, SA $32,224 0.04% 7,036
Small NFSG Corp $31,945 0.04% 6,975
Mega FMR LLC $31,070 0.04% 6,784
Mid State of Alaska, Department of Revenue $30,232 0.04% 6,601
Mega Legal & General Group Plc $13,703 0.02% 2,992
Mid Ameritas Investment Partners, Inc. $11,930 0.01% 2,605
Mid Tower Research Capital LLC (TRC) $11,880 0.01% 2,594
Small BARD ASSOCIATES INC $11,450 0.01% 2,500
Mid CoreCap Advisors, LLC $11,073 0.01% 3,009
Mid Smartleaf Asset Management LLC $8,821 0.01% 1,926
Large CWM, LLC $8,450 0.01% 1,845
Mega CITIGROUP INC $7,483 0.01% 1,634
Large JONES FINANCIAL COMPANIES LLLP $6,279 0.01% 1,371
Mega ROYAL BANK OF CANADA Bank $4,982 0.01% 1,088
Large NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $4,621 0.01% 1,009
Key facts CIK 1006655 CUSIP 30049A107 13F (30d) 3 filings 3 filers Visit website Investor relations

Report a Problem

Category
Description
Email (optional, for follow-up)