EPM · Evolution Petroleum Corp · Shareholders & Ownership

$3.93 +0.17 (+4.52%) At close · Oct 23

Russell 2000 member Rebalance outlook locked

Market Cap

$157.88M

40.17M

Volume · Oct 23 402.16K Avg daily vol (3M) 486.56K

Every disclosed holder of EPM in one list: 13F institutions, Schedule 13D and 13G filers, insiders (Forms 3, 4 and 5) and registered funds, each from its own latest filing. Holders nest by CIK and SEC reporting links, never by name, and each is summed once.

How the holder list picks a filing →

Who Owns EPM

13F quarter Sep 30, 2026, combined view: filers that have not filed yet carry their Jun 30, 2026 positions

Holder group	Holders	Shares	% Out	Summed
Institutional (13F)	114	18,248,680	45.43%	Yes
Insiders (Forms 3, 4, 5)	9	3,973,751	9.89%	Yes
13D/G-only blocks	0	0	0.00%	Yes
Remaining	—	17,949,795	44.68%	Rest
Registered funds (N-PORT, not summed)	121	7,097,607	17.67%	No

Shares outstanding: 40,172,226, the issuer's latest cover-page count restated onto today's split basis.

13D/G-only counts each filer's latest 13D or 13G that no 13F report of the listing contains, that names no 13F filer and that no counted insider files. Funds are never summed: their shares sit inside their advisers' 13F reports.

Holders of EPM

One row per holder Every filing By ultimate parent

All 13F Funds Insiders 13D/G Non-US

#	Holder	Shares	% Out	Change	As of	Notes
1	BlackRock, Inc. 13F CIK 2012383 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	2,416,712	6.02%	+50,896	Jun 30, 2026	carried, not yet filed for the newest quarter
1.1	iShares Russell 2000 ETF Fund S000004344 · Registered fund · Jun 30, 2026 iShares Trust, not summed	772,371	1.92%	+98,160	Jun 30, 2026	iShares Trust, not summed
1.2	iShares Russell 2000 Growth ETF Fund S000004343 · Registered fund · Jun 30, 2026 iShares Trust, not summed	283,587	0.71%	+42,246	Jun 30, 2026	iShares Trust, not summed
1.3	BlackRock Advantage Small Cap Core Fund Fund S000039982 · Registered fund · May 29, 2026 BlackRock Funds, not summed	192,624	0.48%	-3,035	May 29, 2026	BlackRock Funds, not summed
1.4	iShares Micro-Cap ETF Fund S000004439 · Registered fund · Jun 30, 2026 iShares Trust, not summed	110,253	0.27%	+30,416	Jun 30, 2026	iShares Trust, not summed
1.5	Master Small Cap Index Series Fund S000002716 · Registered fund · Jun 30, 2026 Quantitative Master Series LLC, not summed	50,265	0.13%	0	Jun 30, 2026	Quantitative Master Series LLC, not summed
2	WealthTrust Axiom LLC 13F CIK 1425949 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	2,212,619	5.51%	+76,403	Jun 30, 2026	carried, not yet filed for the newest quarter
3	Herlin Robert S Insider CIK 1293397 · Dec 4, 2025 Director, issuer-wide	1,836,715	4.57%	+24,214	Dec 4, 2025	Director, issuer-wide
4	DIMENSIONAL FUND ADVISORS LP 13F CIK 354204 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,488,715	3.71%	+35,497	Jun 30, 2026	carried, not yet filed for the newest quarter
4.1	U.S. SMALL CAP VALUE PORTFOLIO Fund S000000987 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	251,328	0.63%	+9,713	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
4.2	Dimensional U.S. Targeted Value ETF Fund S000070901 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	195,950	0.49%	-21,653	Jul 31, 2026	Dimensional ETF Trust, not summed
4.3	U.S. Targeted Value Portfolio Fund S000000970 · Registered fund · Jul 31, 2026 DFA INVESTMENT DIMENSIONS GROUP INC, not summed	194,776	0.48%	+39,257	Jul 31, 2026	DFA INVESTMENT DIMENSIONS GROUP INC, not summed
4.4	Dimensional US Small Cap Value ETF Fund S000075151 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	134,856	0.34%	+11,689	Jul 31, 2026	Dimensional ETF Trust, not summed
4.5	Dimensional U.S. Small Cap ETF Fund S000070906 · Registered fund · Jul 31, 2026 Dimensional ETF Trust, not summed	113,438	0.28%	0	Jul 31, 2026	Dimensional ETF Trust, not summed
5	VANGUARD CAPITAL MANAGEMENT LLC 13F CIK 2100119 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,272,857	3.17%	+25,123	Jun 30, 2026	carried, not yet filed for the newest quarter
6	AMERICAN CENTURY COMPANIES INC 13F CIK 748054 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	1,075,062	2.68%	-9,277	Jun 30, 2026	carried, not yet filed for the newest quarter
7	RENAISSANCE TECHNOLOGIES LLC 13F CIK 1037389 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	1,029,814	2.56%	+76,917	Jun 30, 2026	carried, not yet filed for the newest quarter
8	RAYMOND JAMES FINANCIAL INC 13F CIK 720005 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	996,428	2.48%	-33,070	Jun 30, 2026	carried, not yet filed for the newest quarter
9	CWA Asset Management Group, LLC 13F CIK 1667134 · Registered investment adviser · Sep 30, 2026	939,802	2.34%	+134,040	Sep 30, 2026
10	Avantis U.S. Small Cap Value ETF Fund S000066459 · Registered fund · May 31, 2026 American Century ETF Trust, not summed	902,468	2.25%	-7,598	May 31, 2026	American Century ETF Trust, not summed
11	VANGUARD TOTAL STOCK MARKET INDEX FUND Fund S000002848 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	898,454	2.24%	+21,925	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
12	GEODE CAPITAL MANAGEMENT, LLC 13F CIK 1214717 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	885,707	2.20%	+107,342	Jun 30, 2026	carried, not yet filed for the newest quarter
13	STATE STREET CORP 13F CIK 93751 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	691,691	1.72%	-813	Jun 30, 2026	carried, not yet filed for the newest quarter
13.1	STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO Fund S000050332 · Registered fund · Jun 30, 2026 STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed	11,300	0.03%	0	Jun 30, 2026	STATE STREET INSTITUTIONAL INVESTMENT TRUST, not summed
13.2	State Street Total Return V.I.S. Fund Fund S000001637 · Registered fund · Jun 30, 2026 STATE STREET VARIABLE INSURANCE SERIES FUNDS INC, not summed	710	0.00%	0	Jun 30, 2026	STATE STREET VARIABLE INSURANCE SERIES FUNDS INC, not summed
14	MORGAN STANLEY 13F CIK 895421 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	637,694	1.59%	-13,635	Jun 30, 2026	carried, not yet filed for the newest quarter
15	Loyd Kelly William Insider CIK 1452310 · Sep 17, 2026 Director, PRESIDENT & CEO, issuer-wide	585,277	1.46%	+168,049	Sep 17, 2026	Director, PRESIDENT & CEO, issuer-wide
16	Register Financial Advisors LLC 13F CIK 1962636 · Registered investment adviser · Sep 30, 2026	456,580	1.14%	+118,404	Sep 30, 2026
17	North Star Investment Management Corp. 13F CIK 1342857 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	431,388	1.07%	+210	Jun 30, 2026	carried, not yet filed for the newest quarter
18	AQR CAPITAL MANAGEMENT LLC 13F CIK 1167557 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	375,692	0.94%	+342,166	Jun 30, 2026	carried, not yet filed for the newest quarter
19	Stash Ryan Insider CIK 1833972 · Sep 17, 2026 SVP & CFO, issuer-wide	370,974	0.92%	+97,561	Sep 17, 2026	SVP & CFO, issuer-wide
20	VANGUARD EXTENDED MARKET INDEX FUND Fund S000002841 · Registered fund · Jun 30, 2026 VANGUARD INDEX FUNDS, not summed	340,876	0.85%	+9,386	Jun 30, 2026	VANGUARD INDEX FUNDS, not summed
21	DiPaolo Edward John Insider CIK 1296118 · Dec 4, 2025 Director, issuer-wide	338,837	0.84%	+24,214	Dec 4, 2025	Director, issuer-wide
22	Bunch John Mark Insider CIK 1966470 · Sep 17, 2026 COO, issuer-wide	270,411	0.67%	+91,120	Sep 17, 2026	COO, issuer-wide
23	NORTHERN TRUST CORP 13F CIK 73124 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	265,468	0.66%	-43,368	Jun 30, 2026	carried, not yet filed for the newest quarter
23.1	Small Cap Index Fund Fund S000001245 · Registered fund · Jun 30, 2026 Northern Funds, not summed	17,790	0.04%	+421	Jun 30, 2026	Northern Funds, not summed
24	Dozier William Insider CIK 1350032 · Dec 4, 2025 Director, issuer-wide	264,224	0.66%	+24,214	Dec 4, 2025	Director, issuer-wide
25	VANGUARD FIDUCIARY TRUST CO 13F CIK 933478 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	225,493	0.56%	+16,865	Jun 30, 2026	carried, not yet filed for the newest quarter
26	VANGUARD PORTFOLIO MANAGEMENT LLC 13F CIK 2100121 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	222,300	0.55%	+34,985	Jun 30, 2026	carried, not yet filed for the newest quarter
27	North Star Dividend Fund Fund S000040441 · Registered fund · May 31, 2026 NORTHERN LIGHTS FUND TRUST II, not summed	220,000	0.55%	-50,000	May 31, 2026	NORTHERN LIGHTS FUND TRUST II, not summed
28	North Star Micro Cap Fund Fund S000040440 · Registered fund · May 31, 2026 NORTHERN LIGHTS FUND TRUST II, not summed	184,000	0.46%	-128,300	May 31, 2026	NORTHERN LIGHTS FUND TRUST II, not summed
29	Quantinno Capital Management LP 13F CIK 1759654 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	171,610	0.43%	+105,080	Jun 30, 2026	carried, not yet filed for the newest quarter
30	GOLDMAN SACHS GROUP INC 13F CIK 886982 · Holding company · Jun 30, 2026 carried, not yet filed for the newest quarter	164,526	0.41%	-121,110	Jun 30, 2026	carried, not yet filed for the newest quarter
30.1	Goldman Sachs Absolute Return Tracker Fund Fund S000020314 · Registered fund · Aug 31, 2026 GOLDMAN SACHS TRUST, not summed	89,455	0.22%	+12,593	Aug 31, 2026	GOLDMAN SACHS TRUST, not summed
30.2	Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Fund S000048296 · Registered fund · May 31, 2026 Goldman Sachs ETF Trust, not summed	38,281	0.10%	-10,892	May 31, 2026	Goldman Sachs ETF Trust, not summed
31	VANGUARD RUSSELL 2000 INDEX FUND Fund S000030003 · Registered fund · May 31, 2026 VANGUARD SCOTTSDALE FUNDS, not summed	163,357	0.41%	+7,491	May 31, 2026	VANGUARD SCOTTSDALE FUNDS, not summed
32	UBS Group AG 13F CIK 1610520 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	158,947	0.40%	-39,566	Jun 30, 2026	carried, not yet filed for the newest quarter
33	Castleview Partners, LLC 13F CIK 1737088 · Registered investment adviser · Sep 30, 2026	134,200	0.33%	+18,807	Sep 30, 2026
34	Hargrave Marjorie Anne Insider CIK 1783211 · Dec 4, 2025 Director, issuer-wide	117,992	0.29%	+24,214	Dec 4, 2025	Director, issuer-wide
35	WELLS FARGO & COMPANY/MN 13F CIK 72971 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	111,648	0.28%	+43,859	Jun 30, 2026	carried, not yet filed for the newest quarter
36	O'SHAUGHNESSY ASSET MANAGEMENT, LLC 13F CIK 1423442 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	106,842	0.27%	-17,087	Jun 30, 2026	carried, not yet filed for the newest quarter
37	Beatty Kelly Insider CIK 1957952 · Sep 17, 2026 CHIEF ACCOUNTING OFFICER, issuer-wide	103,199	0.26%	+34,357	Sep 17, 2026	CHIEF ACCOUNTING OFFICER, issuer-wide
38	CHARLES SCHWAB INVESTMENT MANAGEMENT INC 13F CIK 884546 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	98,676	0.25%	+9,889	Jun 30, 2026	carried, not yet filed for the newest quarter
38.1	Schwab Small-Cap Index Fund Fund S000005912 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	81,824	0.20%	+9,958	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
38.2	Schwab Total Stock Market Index Fund Fund S000005913 · Registered fund · Jul 31, 2026 SCHWAB CAPITAL TRUST, not summed	15,426	0.04%	0	Jul 31, 2026	SCHWAB CAPITAL TRUST, not summed
39	Schonfeld Strategic Advisors LLC 13F CIK 1665241 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	91,173	0.23%	+56,389	Jun 30, 2026	carried, not yet filed for the newest quarter
40	Bierria Myra C Insider CIK 1946917 · Dec 4, 2025 Director, issuer-wide	86,122	0.21%	+24,214	Dec 4, 2025	Director, issuer-wide
41	RITHOLTZ WEALTH MANAGEMENT 13F CIK 1698218 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	84,817	0.21%	-46,760	Jun 30, 2026	carried, not yet filed for the newest quarter
42	Bank of New York Mellon Corp 13F CIK 1390777 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	84,796	0.21%	-790	Jun 30, 2026	carried, not yet filed for the newest quarter
43	BANK OF AMERICA CORP /DE/ 13F CIK 70858 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	63,830	0.16%	-7,268	Jun 30, 2026	carried, not yet filed for the newest quarter
44	SUSQUEHANNA INTERNATIONAL GROUP, LLP 13F CIK 1446194 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	63,157	0.16%	-488	Jun 30, 2026	carried, not yet filed for the newest quarter
45	Nuveen, LLC 13F CIK 1871926 · Unknown · Jun 30, 2026 carried, not yet filed for the newest quarter	61,999	0.15%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
45.1	Nuveen Small Cap Blend Index Fund Fund S000005367 · Registered fund · Jul 31, 2026 TIAA-CREF Funds, not summed	42,535	0.11%	0	Jul 31, 2026	TIAA-CREF Funds, not summed
45.2	TIAA Separate Account VA-1 - Stock Index Account Fund S000005098 · Registered fund · Jun 30, 2026 TIAA Separate Account VA-1, not summed	3,165	0.01%	0	Jun 30, 2026	TIAA Separate Account VA-1, not summed
46	BRIDGEWAY CAPITAL MANAGEMENT, LLC 13F CIK 1107261 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	55,300	0.14%	0	Jun 30, 2026	carried, not yet filed for the newest quarter
46.1	Ultra-Small Company Market Fund Fund S000004424 · Registered fund · Jun 30, 2026 Bridgeway Funds, Inc., not summed	50,800	0.13%	0	Jun 30, 2026	Bridgeway Funds, Inc., not summed
47	Connor, Clark & Lunn Investment Management Ltd. 13F CIK 1596800 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	53,850	0.13%	+21,510	Jun 30, 2026	carried, not yet filed for the newest quarter
48	Invesco Ltd. 13F CIK 914208 · Investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	52,282	0.13%	-8,031	Jun 30, 2026	carried, not yet filed for the newest quarter
48.1	Invesco RAFI US 1500 Small-Mid ETF Fund S000013120 · Registered fund · Jul 31, 2026 Invesco Exchange-Traded Fund Trust, not summed	39,883	0.10%	+1,958	Jul 31, 2026	Invesco Exchange-Traded Fund Trust, not summed
49	Advisor OS, LLC 13F CIK 1767580 · Registered investment adviser · Jun 30, 2026 carried, not yet filed for the newest quarter	51,463	0.13%	-893	Jun 30, 2026	carried, not yet filed for the newest quarter
50	TRUIST FINANCIAL CORP 13F CIK 92230 · Bank · Jun 30, 2026 carried, not yet filed for the newest quarter	49,788	0.12%	0	Jun 30, 2026	carried, not yet filed for the newest quarter

16 more nested rows are not shown here; Every filing lists them all.

Shares are restated onto today's split basis. Change compares each row with the same holder's previous filing in the same source; a dash means there is none to compare. Nested 13D/G, insider and fund rows are not summed, since a 13F report already holds them.

Showing 1–50 of 183 holders

Create a free account to page through every holder, filter by source and group by ultimate parent.

Key facts CIK 1006655 CUSIP 30049A107 13F (30d) 21 filings 18 filers Visit website Investor relations