Funds holding Evolution Petroleum Corp
122 funds declare a position · 28 ETFs and 94 other funds · 31.8M $ · US30049A1079
Each line carries its report date.
| Fund | Shares | Value | Weight | |
|---|---|---|---|---|
| Avantis U.S. Small Cap Value ETF American Century ETF Trust | 910,066 | 4.1M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 876,529 | 4M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| iShares Russell 2000 ETF iShares Trust | 674,211 | 3.1M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Fidelity Small Cap Index Fund Fidelity Salem Street Trust | 333,603 | 1.6M $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 331,490 | 1.5M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| North Star Micro Cap Fund NORTHERN LIGHTS FUND TRUST II | 312,300 | 1.4M $ | 0.77 % | as of Feb 28, 2026 · Original filing |
| North Star Dividend Fund NORTHERN LIGHTS FUND TRUST II | 270,000 | 1.2M $ | 1.28 % | as of Feb 28, 2026 · Original filing |
| U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 241,615 | 1.2M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| iShares Russell 2000 Growth ETF iShares Trust | 241,341 | 1.1M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Dimensional U.S. Targeted Value ETF Dimensional ETF Trust | 217,603 | 1M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| BlackRock Advantage Small Cap Core Fund BlackRock Funds | 195,659 | 874.6K $ | 0.02 % | as of Feb 27, 2026 · Original filing |
| Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 175,514 | 784.5K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 155,519 | 746.5K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 155,866 | 696.7K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| Dimensional US Small Cap Value ETF Dimensional ETF Trust | 123,167 | 591.2K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Dimensional U.S. Small Cap ETF Dimensional ETF Trust | 113,438 | 544.5K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 95,582 | 458.8K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 93,468 | 448.6K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| iShares Micro-Cap ETF iShares Trust | 79,837 | 365.7K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST | 71,866 | 345K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST | 65,641 | 300.6K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Fidelity Total Market Index Fund Fidelity Concord Street Trust | 64,229 | 287.1K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 54,901 | 263.5K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 53,770 | 258.1K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| Avantis U.S. Small Cap Equity ETF American Century ETF Trust | 56,902 | 254.4K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 50,017 | 240.1K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| Ultra-Small Company Market Fund Bridgeway Funds, Inc. | 50,800 | 232.7K $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| Master Small Cap Index Series Quantitative Master Series LLC | 50,265 | 230.2K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust | 49,173 | 219.8K $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| Nationwide Bailard Small Cap Value Fund Nationwide Mutual Funds | 45,100 | 216.5K $ | 0.17 % | as of Apr 30, 2026 · Original filing |
| Nuveen Small Cap Blend Index Fund TIAA-CREF Funds | 42,535 | 204.2K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 44,342 | 198.2K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust | 37,925 | 182K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| EQ/2000 Managed Volatility Portfolio EQ Advisors Trust | 35,253 | 161.5K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Victory Cornerstone Moderately Aggressive Fund Victory Portfolios III | 33,896 | 151.5K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| VANGUARD RUSSELL 2000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS | 25,915 | 115.8K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| Fidelity Small Cap Growth Index Fund Fidelity Salem Street Trust | 21,190 | 97.1K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 20,558 | 94.2K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 19,600 | 94.1K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 19,157 | 87.7K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Avantis U.S. Equity ETF American Century ETF Trust | 18,835 | 84.2K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 16,885 | 81K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| Small Cap Index Fund Northern Funds | 17,369 | 79.6K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 15,426 | 74K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| Small Cap Index Fund VALIC Co I | 15,786 | 70.6K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| Global X Russell 2000 ETF GLOBAL X FUNDS | 14,096 | 67.7K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| EQ/Small Company Index Portfolio EQ Advisors Trust | 14,740 | 67.5K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| iShares Russell 3000 ETF iShares Trust | 14,223 | 65.1K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Avantis U.S. Small Cap Value Fund American Century ETF Trust | 14,420 | 64.5K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust | 13,263 | 63.7K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 11,610 | 55.7K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 11,700 | 53.6K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Small Cap Core Fund Northern Funds | 11,561 | 52.9K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST | 11,300 | 51.8K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust | 9,400 | 43.1K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| JNL/DFA U.S. Small Cap Fund JNL Series Trust | 8,616 | 39.5K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Small-Cap Value Portfolio PACIFIC SELECT FUND | 8,487 | 38.9K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust | 8,477 | 38.8K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| AST Small-Cap Equity Portfolio Advanced Series Trust | 7,920 | 36.3K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Small-Cap Index Portfolio PACIFIC SELECT FUND | 7,880 | 36.1K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| EQ/AB Small Cap Growth Portfolio EQ Advisors Trust | 7,090 | 32.5K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Small Cap Index Trust John Hancock Variable Insurance Trust | 6,957 | 31.9K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust | 6,805 | 31.2K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust | 6,703 | 30K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust | 6,165 | 29.6K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 1290 VT Micro Cap Portfolio EQ Advisors Trust | 6,065 | 27.8K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| SA U.S. Small Company Fund SA FUNDS INVESTMENT TRUST | 5,356 | 24.5K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| Dimensional U.S. Equity Market ETF Dimensional ETF Trust | 4,996 | 24K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 4,751 | 22.8K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| Dimensional US Core Equity 1 ETF Dimensional ETF Trust | 4,618 | 22.2K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS | 4,805 | 22K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 4,707 | 21.6K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| EQ/Morgan Stanley Small Cap Growth Portfolio EQ Advisors Trust | 4,531 | 20.8K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| NVIT Small Cap Index Fund Nationwide Variable Insurance Trust | 4,403 | 20.2K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. | 3,808 | 17.4K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST | 3,612 | 17.3K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| Victory Extended Market Index Fund Victory Portfolios III | 3,578 | 17.2K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. | 3,594 | 16.5K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Avantis U.S. Equity Fund American Century ETF Trust | 3,532 | 15.8K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 | 3,165 | 14.5K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Nationwide Small Cap Index Fund Nationwide Mutual Funds | 2,985 | 14.3K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| Strategic Equity Allocation Trust John Hancock Variable Insurance Trust | 3,086 | 14.1K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Avantis U.S. Small Cap Equity Fund American Century ETF Trust | 3,007 | 13.4K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| Dimensional US Core Equity Market ETF Dimensional ETF Trust | 2,627 | 12.6K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| iShares Russell Small/Mid-Cap Index Fund BlackRock Funds | 2,595 | 12.5K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| JNL/DFA U.S. Core Equity Fund JNL Series Trust | 2,707 | 12.4K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 2,685 | 12K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. | 2,605 | 11.9K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| Venerable Small Cap Index Fund Venerable Variable Insurance Trust | 2,582 | 11.8K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 2,539 | 11.3K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| PD Small-Cap Growth Index Portfolio PACIFIC SELECT FUND | 2,286 | 10.5K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 2,220 | 10.2K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| SmallCap Growth Fund I Principal Funds, Inc | 2,089 | 10K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| ProShares Ultra Russell2000 ProShares Trust | 1,957 | 8.7K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| ProShares UltraPro Russell2000 ProShares Trust | 1,952 | 8.7K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| Franklin U.S. Small Cap Multifactor Index ETF Franklin Templeton ETF Trust | 1,848 | 8.5K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| Small Cap Opportunities Trust John Hancock Variable Insurance Trust | 1,700 | 7.8K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| EQ/Franklin Small Cap Value Managed Volatility Portfolio EQ Advisors Trust | 1,387 | 6.4K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| ProShares Russell 2000 High Income ETF ProShares Trust | 1,370 | 6.1K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| Penn Series Small Cap Index Fund Penn Series Funds Inc | 1,200 | 5.5K $ | 0.01 % | as of Mar 31, 2026 · Original filing |