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

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 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