Titelia

Fund shareholders of Evolution Petroleum Corp

ISIN US30049A1079 · United States · LEI 549300P9ZXGJZ6SSM116

Fund shareholders
121
Of which ETFs
28 93 other funds
Value held
27.3M $
Share of capital
17.6 % of 40.2M shares on Sep 11, 2026
FundSharesValueWeight in fundShare of capital
Avantis U.S. Small Cap Value ETF American Century ETF Trust 902,4683.8M $0.01 %2.25 %as of May 31, 2026 ↗
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 898,4543.3M $0.00 %2.24 %as of Jun 30, 2026 ↗
iShares Russell 2000 ETF iShares Trust 772,3712.8M $0.00 %1.92 %as of Jun 30, 2026 ↗
Fidelity Small Cap Index Fund Fidelity Salem Street Trust 381,8321.4M $0.00 %0.95 %as of Jul 31, 2026 ↗
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 340,8761.3M $0.00 %0.85 %as of Jun 30, 2026 ↗
iShares Russell 2000 Growth ETF iShares Trust 283,5871M $0.01 %0.71 %as of Jun 30, 2026 ↗
U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 251,328924.9K $0.00 %0.63 %as of Jul 31, 2026 ↗
North Star Dividend Fund NORTHERN LIGHTS FUND TRUST II 220,000932.8K $0.96 %0.55 %as of May 31, 2026 ↗
Dimensional U.S. Targeted Value ETF Dimensional ETF Trust 195,950721.1K $0.01 %0.49 %as of Jul 31, 2026 ↗
U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 194,776716.8K $0.00 %0.48 %as of Jul 31, 2026 ↗
BlackRock Advantage Small Cap Core Fund BlackRock Funds 192,624816.7K $0.02 %0.48 %as of May 29, 2026 ↗
North Star Micro Cap Fund NORTHERN LIGHTS FUND TRUST II 184,000780.2K $0.42 %0.46 %as of May 31, 2026 ↗
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 174,997742K $0.00 %0.44 %as of May 31, 2026 ↗
VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 163,357692.6K $0.00 %0.41 %as of May 31, 2026 ↗
Dimensional US Small Cap Value ETF Dimensional ETF Trust 134,856496.3K $0.01 %0.34 %as of Jul 31, 2026 ↗
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 113,438417.5K $0.00 %0.28 %as of Jul 31, 2026 ↗
iShares Micro-Cap ETF iShares Trust 110,253405.7K $0.03 %0.27 %as of Jun 30, 2026 ↗
U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 99,768367.1K $0.00 %0.25 %as of Jul 31, 2026 ↗
U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 97,318358.1K $0.00 %0.24 %as of Jul 31, 2026 ↗
Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST 81,824301.1K $0.00 %0.20 %as of Jul 31, 2026 ↗
Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST 76,862282.9K $0.00 %0.19 %as of Jun 30, 2026 ↗
U.S. Small Cap Equity Fund RUSSELL INVESTMENT CO 70,164258.2K $0.03 %0.17 %as of Jul 31, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 64,229272.3K $0.00 %0.16 %as of May 31, 2026 ↗
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 54,901202K $0.00 %0.14 %as of Jul 31, 2026 ↗
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 53,770197.9K $0.00 %0.13 %as of Jul 31, 2026 ↗
Ultra-Small Company Market Fund Bridgeway Funds, Inc. 50,800186.9K $0.13 %0.13 %as of Jun 30, 2026 ↗
Master Small Cap Index Series Quantitative Master Series LLC 50,265185K $0.00 %0.13 %as of Jun 30, 2026 ↗
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 50,017184.1K $0.00 %0.12 %as of Jul 31, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 48,562205.9K $0.00 %0.12 %as of May 31, 2026 ↗
Avantis U.S. Small Cap Equity ETF American Century ETF Trust 46,883198.8K $0.01 %0.12 %as of May 31, 2026 ↗
Nuveen Small Cap Blend Index Fund TIAA-CREF Funds 42,535156.5K $0.00 %0.11 %as of Jul 31, 2026 ↗
Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust 39,883146.8K $0.01 %0.10 %as of Jul 31, 2026 ↗
Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust 38,281162.3K $0.02 %0.10 %as of May 31, 2026 ↗
iShares Russell 2000 Value ETF iShares Trust 36,160133.1K $0.00 %0.09 %as of Jun 30, 2026 ↗
EQ/2000 Managed Volatility Portfolio EQ Advisors Trust 35,253129.7K $0.00 %0.09 %as of Jun 30, 2026 ↗
Victory Cornerstone Moderately Aggressive Fund Victory Portfolios III 30,421129K $0.00 %0.08 %as of May 31, 2026 ↗
Fidelity Small Cap Growth Index Fund Fidelity Salem Street Trust 27,15999.9K $0.01 %0.07 %as of Jun 30, 2026 ↗
VANGUARD RUSSELL 2000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS 26,695113.2K $0.01 %0.07 %as of May 31, 2026 ↗
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 19,60072.1K $0.00 %0.05 %as of Jul 31, 2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 19,15770.5K $0.00 %0.05 %as of Jun 30, 2026 ↗
Avantis U.S. Equity ETF American Century ETF Trust 18,83579.9K $0.00 %0.05 %as of May 31, 2026 ↗
EQ/Small Company Index Portfolio EQ Advisors Trust 18,24067.1K $0.00 %0.05 %as of Jun 30, 2026 ↗
Small Cap Index Fund Northern Funds 17,79065.5K $0.00 %0.04 %as of Jun 30, 2026 ↗
U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 16,88562.1K $0.00 %0.04 %as of Jul 31, 2026 ↗
Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust 16,62061.2K $0.00 %0.04 %as of Jul 31, 2026 ↗
Small Cap Index Fund VALIC Co I 15,78666.9K $0.00 %0.04 %as of May 31, 2026 ↗
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 15,42656.8K $0.00 %0.04 %as of Jul 31, 2026 ↗
Global X Russell 2000 ETF GLOBAL X FUNDS 15,37056.6K $0.00 %0.04 %as of Jul 31, 2026 ↗
Avantis U.S. Small Cap Value Fund American Century ETF Trust 14,42061.1K $0.00 %0.04 %as of May 31, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 14,37052.9K $0.00 %0.04 %as of Jun 30, 2026 ↗
iShares Russell 3000 ETF iShares Trust 14,11852K $0.00 %0.04 %as of Jun 30, 2026 ↗
LVIP State Street Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 11,70043.1K $0.00 %0.03 %as of Jun 30, 2026 ↗
Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 11,61042.7K $0.00 %0.03 %as of Jul 31, 2026 ↗
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 11,30041.6K $0.00 %0.03 %as of Jun 30, 2026 ↗
EQ/AB Small Cap Growth Portfolio EQ Advisors Trust 10,59039K $0.00 %0.03 %as of Jun 30, 2026 ↗
ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust 9,40034.6K $0.00 %0.02 %as of Jun 30, 2026 ↗
Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust 9,18133.8K $0.00 %0.02 %as of Jun 30, 2026 ↗
JNL/DFA U.S. Small Cap Fund JNL Series Trust 8,61631.7K $0.00 %0.02 %as of Jun 30, 2026 ↗
Small-Cap Value Portfolio PACIFIC SELECT FUND 8,48731.2K $0.01 %0.02 %as of Jun 30, 2026 ↗
NVIT Small Cap Index Fund Nationwide Variable Insurance Trust 7,98029.4K $0.00 %0.02 %as of Jun 30, 2026 ↗
Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust 7,93429.2K $0.01 %0.02 %as of Jul 31, 2026 ↗
AST Small-Cap Equity Portfolio Advanced Series Trust 7,92029.1K $0.00 %0.02 %as of Jun 30, 2026 ↗
Small-Cap Index Portfolio PACIFIC SELECT FUND 7,88029K $0.00 %0.02 %as of Jun 30, 2026 ↗
1290 VT Micro Cap Portfolio EQ Advisors Trust 7,43427.4K $0.01 %0.02 %as of Jun 30, 2026 ↗
Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust 6,80525K $0.00 %0.02 %as of Jun 30, 2026 ↗
SA U.S. Small Company Fund SA FUNDS INVESTMENT TRUST 5,35619.7K $0.01 %0.01 %as of Jun 30, 2026 ↗
Dimensional U.S. Equity Market ETF Dimensional ETF Trust 4,99618.4K $0.00 %0.01 %as of Jul 31, 2026 ↗
DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS 4,80517.7K $0.00 %0.01 %as of Jun 30, 2026 ↗
U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 4,75117.5K $0.00 %0.01 %as of Jul 31, 2026 ↗
LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 4,70717.3K $0.00 %0.01 %as of Jun 30, 2026 ↗
Dimensional US Core Equity 1 ETF Dimensional ETF Trust 4,61817K $0.00 %0.01 %as of Jul 31, 2026 ↗
EQ/Morgan Stanley Small Cap Growth Portfolio EQ Advisors Trust 4,53116.7K $0.00 %0.01 %as of Jun 30, 2026 ↗
T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. 3,80814K $0.00 %0.01 %as of Jun 30, 2026 ↗
Victory Extended Market Index Fund Victory Portfolios III 3,71613.7K $0.00 %0.01 %as of Jul 31, 2026 ↗
SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST 3,61213.3K $0.00 %0.01 %as of Jul 31, 2026 ↗
BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. 3,59413.2K $0.00 %0.01 %as of Jun 30, 2026 ↗
TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 3,16511.6K $0.00 %0.01 %as of Jun 30, 2026 ↗
Avantis U.S. Small Cap Equity Fund American Century ETF Trust 3,00712.7K $0.01 %0.01 %as of May 31, 2026 ↗
Nationwide Small Cap Index Fund Nationwide Mutual Funds 2,98511K $0.00 %0.01 %as of Jul 31, 2026 ↗
VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 2,81111.9K $0.00 %0.01 %as of May 31, 2026 ↗
VIP Extended Market Index Portfolio Variable Insurance Products Fund II 2,79010.3K $0.00 %0.01 %as of Jun 30, 2026 ↗
JNL/DFA U.S. Core Equity Fund JNL Series Trust 2,70710K $0.00 %0.01 %as of Jun 30, 2026 ↗
Dimensional US Core Equity Market ETF Dimensional ETF Trust 2,6279.7K $0.00 %0.01 %as of Jul 31, 2026 ↗
CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. 2,6059.6K $0.00 %0.01 %as of Jun 30, 2026 ↗
iShares Russell Small/Mid-Cap Index Fund BlackRock Funds 2,5959.5K $0.00 %0.01 %as of Jul 31, 2026 ↗
Venerable Small Cap Index Fund Venerable Variable Insurance Trust 2,5829.5K $0.00 %0.01 %as of Jun 30, 2026 ↗
VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 2,53910.8K $0.00 %0.01 %as of May 31, 2026 ↗
SmallCap Growth Fund I Principal Funds, Inc 2,5299.3K $0.00 %0.01 %as of Jul 31, 2026 ↗
PD Small-Cap Growth Index Portfolio PACIFIC SELECT FUND 2,2868.4K $0.01 %0.01 %as of Jun 30, 2026 ↗
LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 2,2208.2K $0.00 %0.01 %as of Jun 30, 2026 ↗
Franklin U.S. Small Cap Multifactor Index ETF Franklin Templeton ETF Trust 1,8276.7K $0.01 %0.00 %as of Jun 30, 2026 ↗
Avantis U.S. Equity Fund American Century ETF Trust 1,8087.7K $0.00 %0.00 %as of May 31, 2026 ↗
Small Cap Opportunities Trust John Hancock Variable Insurance Trust 1,7006.3K $0.00 %0.00 %as of Jun 30, 2026 ↗
ProShares Russell 2000 High Income ETF ProShares Trust 1,4886.3K $0.00 %0.00 %as of May 31, 2026 ↗
EQ/Franklin Small Cap Value Managed Volatility Portfolio EQ Advisors Trust 1,3875.1K $0.00 %0.00 %as of Jun 30, 2026 ↗
Penn Series Small Cap Index Fund Penn Series Funds Inc 1,2004.4K $0.00 %0.00 %as of Jun 30, 2026 ↗
ProShares UltraPro Russell2000 ProShares Trust 1,1755K $0.00 %0.00 %as of May 31, 2026 ↗
ProShares Ultra Russell2000 ProShares Trust 1,1634.9K $0.00 %0.00 %as of May 31, 2026 ↗
Column Small Cap Fund Trust for Professional Managers 1,1284.8K $0.00 %0.00 %as of May 31, 2026 ↗
Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS 1,0104.3K $0.00 %0.00 %as of May 31, 2026 ↗

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The funds most exposed to it

The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.

FundWeight in fund
North Star Dividend Fund NORTHERN LIGHTS FUND TRUST II 0.96 %as of May 31, 2026 ↗
North Star Micro Cap Fund NORTHERN LIGHTS FUND TRUST II 0.42 %as of May 31, 2026 ↗
Ultra-Small Company Market Fund Bridgeway Funds, Inc. 0.13 %as of Jun 30, 2026 ↗
Harbor AlphaEdge Small Cap Earners ETF Harbor ETF Trust 0.03 %as of Jul 31, 2026 ↗
iShares Micro-Cap ETF iShares Trust 0.03 %as of Jun 30, 2026 ↗
U.S. Small Cap Equity Fund RUSSELL INVESTMENT CO 0.03 %as of Jul 31, 2026 ↗
Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust 0.02 %as of May 31, 2026 ↗
BlackRock Advantage Small Cap Core Fund BlackRock Funds 0.02 %as of May 29, 2026 ↗
Avantis U.S. Small Cap Value ETF American Century ETF Trust 0.01 %as of May 31, 2026 ↗
Franklin U.S. Small Cap Multifactor Index ETF Franklin Templeton ETF Trust 0.01 %as of Jun 30, 2026 ↗

Quarter after quarter

Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.

QuarterShareholdersChangeSharesChange
2026Q3121-17,085,014+2.5 %
2026Q2122+46,913,358+2.3 %
2026Q1118-96,755,940-15.8 %
2025Q412708,023,181-6.4 %
2025Q3127-88,567,481-0.5 %
2025Q2135-28,611,066+0.2 %
2025Q1137-18,589,912-0.3 %
2024Q4138-58,613,321-2.1 %
2024Q3143-18,800,639+2.3 %
2024Q2144+48,605,437+1.9 %
2024Q1140-88,447,065+0.1 %
2023Q41488,439,839

Institutional managers

116 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.

ManagerSharesValue
BlackRock, Inc.2,365,81610.8M $as of Mar 31, 2026
WealthTrust Axiom LLC2,136,2169.8M $as of Mar 31, 2026
DIMENSIONAL FUND ADVISORS LP1,453,2186.7M $as of Mar 31, 2026
AMERICAN CENTURY COMPANIES INC1,084,3395M $as of Mar 31, 2026
RAYMOND JAMES FINANCIAL INC1,029,4984.7M $as of Mar 31, 2026
RENAISSANCE TECHNOLOGIES LLC952,8974.4M $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC778,3653.6M $as of Mar 31, 2026
CWA Asset Management Group, LLC709,2873.2M $as of Mar 31, 2026
STATE STREET CORP692,5043.2M $as of Mar 31, 2026
MORGAN STANLEY651,3293M $as of Mar 31, 2026
North Star Investment Management Corp.431,1782M $as of Mar 31, 2026
Register Financial Advisors LLC336,8381.5M $as of Mar 31, 2026
CITADEL ADVISORS LLC325,9051.5M $as of Mar 31, 2026
NORTHERN TRUST CORP308,8361.4M $as of Mar 31, 2026
GOLDMAN SACHS GROUP INC285,6361.3M $as of Mar 31, 2026
UBS Group AG198,513909.2K $as of Mar 31, 2026
Point72 Asset Management, L.P.167,761768.3K $as of Mar 31, 2026
RITHOLTZ WEALTH MANAGEMENT131,577602.6K $as of Mar 31, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC123,929567.6K $as of Mar 31, 2026
Castleview Partners, LLC95,300436.5K $as of Mar 31, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC88,787406.6K $as of Mar 31, 2026
MILLENNIUM MANAGEMENT LLC87,835402.3K $as of Mar 31, 2026
Bank of New York Mellon Corp85,586392K $as of Mar 31, 2026
Ethic Inc.78,325358.7K $as of Mar 31, 2026
BANK OF AMERICA CORP /DE/71,098325.6K $as of Mar 31, 2026
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Titelia. "Fund shareholders of Evolution Petroleum Corp". https://titelia.com/en/stocks/evolution-petroleum-corp-US30049A1079