Titelia

Fund shareholders of Evolution Petroleum Corp

ISIN US30049A1079 · United States · LEI 549300P9ZXGJZ6SSM116

Fund shareholders
122
Of which ETFs
28 94 other funds
Value held
31.8M $
Share of capital
19.3 % of 35.9M shares on May 8, 2026
FundSharesValueWeight in fundShare of capital
Avantis U.S. Small Cap Value ETF American Century ETF Trust 910,0664.1M $0.02 %2.54 %as of Feb 28, 2026
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 876,5294M $0.00 %2.44 %as of Mar 31, 2026
iShares Russell 2000 ETF iShares Trust 674,2113.1M $0.00 %1.88 %as of Mar 31, 2026
Fidelity Small Cap Index Fund Fidelity Salem Street Trust 333,6031.6M $0.00 %0.93 %as of Apr 30, 2026
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 331,4901.5M $0.00 %0.92 %as of Mar 31, 2026
North Star Micro Cap Fund NORTHERN LIGHTS FUND TRUST II 312,3001.4M $0.77 %0.87 %as of Feb 28, 2026
North Star Dividend Fund NORTHERN LIGHTS FUND TRUST II 270,0001.2M $1.28 %0.75 %as of Feb 28, 2026
U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 241,6151.2M $0.01 %0.67 %as of Apr 30, 2026
iShares Russell 2000 Growth ETF iShares Trust 241,3411.1M $0.01 %0.67 %as of Mar 31, 2026
Dimensional U.S. Targeted Value ETF Dimensional ETF Trust 217,6031M $0.01 %0.61 %as of Apr 30, 2026
BlackRock Advantage Small Cap Core Fund BlackRock Funds 195,659874.6K $0.02 %0.55 %as of Feb 27, 2026
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 175,514784.5K $0.00 %0.49 %as of Feb 28, 2026
VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 155,866696.7K $0.00 %0.43 %as of Feb 28, 2026
U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 155,519746.5K $0.00 %0.43 %as of Apr 30, 2026
Dimensional US Small Cap Value ETF Dimensional ETF Trust 123,167591.2K $0.01 %0.34 %as of Apr 30, 2026
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 113,438544.5K $0.00 %0.32 %as of Apr 30, 2026
U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 95,582458.8K $0.01 %0.27 %as of Apr 30, 2026
U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 93,468448.6K $0.00 %0.26 %as of Apr 30, 2026
iShares Micro-Cap ETF iShares Trust 79,837365.7K $0.03 %0.22 %as of Mar 31, 2026
Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST 71,866345K $0.00 %0.20 %as of Apr 30, 2026
Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST 65,641300.6K $0.01 %0.18 %as of Mar 31, 2026
Fidelity Total Market Index Fund Fidelity Concord Street Trust 64,229287.1K $0.00 %0.18 %as of Feb 28, 2026
Avantis U.S. Small Cap Equity ETF American Century ETF Trust 56,902254.4K $0.01 %0.16 %as of Feb 28, 2026
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 54,901263.5K $0.00 %0.15 %as of Apr 30, 2026
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 53,770258.1K $0.00 %0.15 %as of Apr 30, 2026
Ultra-Small Company Market Fund Bridgeway Funds, Inc. 50,800232.7K $0.19 %0.14 %as of Mar 31, 2026
Master Small Cap Index Series Quantitative Master Series LLC 50,265230.2K $0.00 %0.14 %as of Mar 31, 2026
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 50,017240.1K $0.00 %0.14 %as of Apr 30, 2026
Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust 49,173219.8K $0.02 %0.14 %as of Feb 28, 2026
Nationwide Bailard Small Cap Value Fund Nationwide Mutual Funds 45,100216.5K $0.17 %0.13 %as of Apr 30, 2026
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 44,342198.2K $0.00 %0.12 %as of Feb 28, 2026
Nuveen Small Cap Blend Index Fund TIAA-CREF Funds 42,535204.2K $0.01 %0.12 %as of Apr 30, 2026
Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust 37,925182K $0.01 %0.11 %as of Apr 30, 2026
EQ/2000 Managed Volatility Portfolio EQ Advisors Trust 35,253161.5K $0.00 %0.10 %as of Mar 31, 2026
Victory Cornerstone Moderately Aggressive Fund Victory Portfolios III 33,896151.5K $0.01 %0.09 %as of Feb 28, 2026
VANGUARD RUSSELL 2000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS 25,915115.8K $0.01 %0.07 %as of Feb 28, 2026
Fidelity Small Cap Growth Index Fund Fidelity Salem Street Trust 21,19097.1K $0.01 %0.06 %as of Mar 31, 2026
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 20,55894.2K $0.00 %0.06 %as of Mar 31, 2026
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 19,60094.1K $0.00 %0.05 %as of Apr 30, 2026
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 19,15787.7K $0.00 %0.05 %as of Mar 31, 2026
Avantis U.S. Equity ETF American Century ETF Trust 18,83584.2K $0.00 %0.05 %as of Feb 28, 2026
Small Cap Index Fund Northern Funds 17,36979.6K $0.01 %0.05 %as of Mar 31, 2026
U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 16,88581K $0.00 %0.05 %as of Apr 30, 2026
Small Cap Index Fund VALIC Co I 15,78670.6K $0.01 %0.04 %as of Feb 28, 2026
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 15,42674K $0.00 %0.04 %as of Apr 30, 2026
EQ/Small Company Index Portfolio EQ Advisors Trust 14,74067.5K $0.00 %0.04 %as of Mar 31, 2026
Avantis U.S. Small Cap Value Fund American Century ETF Trust 14,42064.5K $0.00 %0.04 %as of Feb 28, 2026
iShares Russell 3000 ETF iShares Trust 14,22365.1K $0.00 %0.04 %as of Mar 31, 2026
Global X Russell 2000 ETF GLOBAL X FUNDS 14,09667.7K $0.00 %0.04 %as of Apr 30, 2026
Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust 13,26363.7K $0.00 %0.04 %as of Apr 30, 2026
LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 11,70053.6K $0.00 %0.03 %as of Mar 31, 2026
Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 11,61055.7K $0.01 %0.03 %as of Apr 30, 2026
Small Cap Core Fund Northern Funds 11,56152.9K $0.02 %0.03 %as of Mar 31, 2026
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 11,30051.8K $0.00 %0.03 %as of Mar 31, 2026
ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust 9,40043.1K $0.00 %0.03 %as of Mar 31, 2026
JNL/DFA U.S. Small Cap Fund JNL Series Trust 8,61639.5K $0.01 %0.02 %as of Mar 31, 2026
Small-Cap Value Portfolio PACIFIC SELECT FUND 8,48738.9K $0.01 %0.02 %as of Mar 31, 2026
Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust 8,47738.8K $0.00 %0.02 %as of Mar 31, 2026
AST Small-Cap Equity Portfolio Advanced Series Trust 7,92036.3K $0.00 %0.02 %as of Mar 31, 2026
Small-Cap Index Portfolio PACIFIC SELECT FUND 7,88036.1K $0.00 %0.02 %as of Mar 31, 2026
EQ/AB Small Cap Growth Portfolio EQ Advisors Trust 7,09032.5K $0.00 %0.02 %as of Mar 31, 2026
Small Cap Index Trust John Hancock Variable Insurance Trust 6,95731.9K $0.01 %0.02 %as of Mar 31, 2026
Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust 6,80531.2K $0.00 %0.02 %as of Mar 31, 2026
Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust 6,70330K $0.01 %0.02 %as of Feb 28, 2026
Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust 6,16529.6K $0.01 %0.02 %as of Apr 30, 2026
1290 VT Micro Cap Portfolio EQ Advisors Trust 6,06527.8K $0.02 %0.02 %as of Mar 31, 2026
SA U.S. Small Company Fund SA FUNDS INVESTMENT TRUST 5,35624.5K $0.01 %0.01 %as of Mar 31, 2026
Dimensional U.S. Equity Market ETF Dimensional ETF Trust 4,99624K $0.00 %0.01 %as of Apr 30, 2026
DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS 4,80522K $0.01 %0.01 %as of Mar 31, 2026
U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 4,75122.8K $0.00 %0.01 %as of Apr 30, 2026
LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 4,70721.6K $0.00 %0.01 %as of Mar 31, 2026
Dimensional US Core Equity 1 ETF Dimensional ETF Trust 4,61822.2K $0.00 %0.01 %as of Apr 30, 2026
EQ/Morgan Stanley Small Cap Growth Portfolio EQ Advisors Trust 4,53120.8K $0.01 %0.01 %as of Mar 31, 2026
NVIT Small Cap Index Fund Nationwide Variable Insurance Trust 4,40320.2K $0.00 %0.01 %as of Mar 31, 2026
T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. 3,80817.4K $0.00 %0.01 %as of Mar 31, 2026
SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST 3,61217.3K $0.00 %0.01 %as of Apr 30, 2026
BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. 3,59416.5K $0.00 %0.01 %as of Mar 31, 2026
Victory Extended Market Index Fund Victory Portfolios III 3,57817.2K $0.00 %0.01 %as of Apr 30, 2026
Avantis U.S. Equity Fund American Century ETF Trust 3,53215.8K $0.00 %0.01 %as of Feb 28, 2026
TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 3,16514.5K $0.00 %0.01 %as of Mar 31, 2026
Strategic Equity Allocation Trust John Hancock Variable Insurance Trust 3,08614.1K $0.00 %0.01 %as of Mar 31, 2026
Avantis U.S. Small Cap Equity Fund American Century ETF Trust 3,00713.4K $0.01 %0.01 %as of Feb 28, 2026
Nationwide Small Cap Index Fund Nationwide Mutual Funds 2,98514.3K $0.01 %0.01 %as of Apr 30, 2026
JNL/DFA U.S. Core Equity Fund JNL Series Trust 2,70712.4K $0.00 %0.01 %as of Mar 31, 2026
VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 2,68512K $0.00 %0.01 %as of Feb 28, 2026
Dimensional US Core Equity Market ETF Dimensional ETF Trust 2,62712.6K $0.00 %0.01 %as of Apr 30, 2026
CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. 2,60511.9K $0.00 %0.01 %as of Mar 31, 2026
iShares Russell Small/Mid-Cap Index Fund BlackRock Funds 2,59512.5K $0.00 %0.01 %as of Apr 30, 2026
Venerable Small Cap Index Fund Venerable Variable Insurance Trust 2,58211.8K $0.01 %0.01 %as of Mar 31, 2026
VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 2,53911.3K $0.00 %0.01 %as of Feb 28, 2026
PD Small-Cap Growth Index Portfolio PACIFIC SELECT FUND 2,28610.5K $0.01 %0.01 %as of Mar 31, 2026
LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 2,22010.2K $0.00 %0.01 %as of Mar 31, 2026
SmallCap Growth Fund I Principal Funds, Inc 2,08910K $0.00 %0.01 %as of Apr 30, 2026
ProShares Ultra Russell2000 ProShares Trust 1,9578.7K $0.00 %0.01 %as of Feb 28, 2026
ProShares UltraPro Russell2000 ProShares Trust 1,9528.7K $0.00 %0.01 %as of Feb 28, 2026
Franklin U.S. Small Cap Multifactor Index ETF Franklin Templeton ETF Trust 1,8488.5K $0.02 %0.01 %as of Mar 31, 2026
Small Cap Opportunities Trust John Hancock Variable Insurance Trust 1,7007.8K $0.00 %0.00 %as of Mar 31, 2026
EQ/Franklin Small Cap Value Managed Volatility Portfolio EQ Advisors Trust 1,3876.4K $0.00 %0.00 %as of Mar 31, 2026
ProShares Russell 2000 High Income ETF ProShares Trust 1,3706.1K $0.00 %0.00 %as of Feb 28, 2026
Longview Advantage ETF RBB Fund Trust 1,2255.5K $0.00 %0.00 %as of Feb 28, 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 counts shares; this one measures what the company weighs inside each fund.

FundWeight in fund
North Star Dividend Fund NORTHERN LIGHTS FUND TRUST II 1.28 %as of Feb 28, 2026
North Star Micro Cap Fund NORTHERN LIGHTS FUND TRUST II 0.77 %as of Feb 28, 2026
Ultra-Small Company Market Fund Bridgeway Funds, Inc. 0.19 %as of Mar 31, 2026
Nationwide Bailard Small Cap Value Fund Nationwide Mutual Funds 0.17 %as of Apr 30, 2026
iShares Micro-Cap ETF iShares Trust 0.03 %as of Mar 31, 2026
Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust 0.02 %as of Feb 28, 2026
BlackRock Advantage Small Cap Core Fund BlackRock Funds 0.02 %as of Feb 27, 2026
Franklin U.S. Small Cap Multifactor Index ETF Franklin Templeton ETF Trust 0.02 %as of Mar 31, 2026
Avantis U.S. Small Cap Value ETF American Century ETF Trust 0.02 %as of Feb 28, 2026
1290 VT Micro Cap Portfolio EQ Advisors Trust 0.02 %as of Mar 31, 2026

Quarter after quarter

Each SEC quarterly data set, newest first. The change is read against the quarter before it.

QuarterShareholdersChangeSharesChange
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 25 largest follow.

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