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.
| Rank | Fund | Shares | Value | Weight | |
|---|---|---|---|---|---|
| 1 | Avantis U.S. Small Cap Value ETF American Century ETF Trust | 910,066 | 4.1M $ | 0.02 % | as of Feb 28, 2026 · Original filing |
| 2 | VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS | 876,529 | 4M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 3 | iShares Russell 2000 ETF iShares Trust | 674,211 | 3.1M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 4 | Fidelity Small Cap Index Fund Fidelity Salem Street Trust | 333,603 | 1.6M $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 5 | VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS | 331,490 | 1.5M $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 6 | North Star Micro Cap Fund NORTHERN LIGHTS FUND TRUST II | 312,300 | 1.4M $ | 0.77 % | as of Feb 28, 2026 · Original filing |
| 7 | North Star Dividend Fund NORTHERN LIGHTS FUND TRUST II | 270,000 | 1.2M $ | 1.28 % | as of Feb 28, 2026 · Original filing |
| 8 | U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 241,615 | 1.2M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 9 | iShares Russell 2000 Growth ETF iShares Trust | 241,341 | 1.1M $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 10 | Dimensional U.S. Targeted Value ETF Dimensional ETF Trust | 217,603 | 1M $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 11 | BlackRock Advantage Small Cap Core Fund BlackRock Funds | 195,659 | 874.6K $ | 0.02 % | as of Feb 27, 2026 · Original filing |
| 12 | Fidelity Extended Market Index Fund Fidelity Concord Street Trust | 175,514 | 784.5K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 13 | VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 155,866 | 696.7K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 14 | U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC | 155,519 | 746.5K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 15 | Dimensional US Small Cap Value ETF Dimensional ETF Trust | 123,167 | 591.2K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 16 | Dimensional U.S. Small Cap ETF Dimensional ETF Trust | 113,438 | 544.5K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 17 | U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 95,582 | 458.8K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 18 | U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 93,468 | 448.6K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 19 | iShares Micro-Cap ETF iShares Trust | 79,837 | 365.7K $ | 0.03 % | as of Mar 31, 2026 · Original filing |
| 20 | Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST | 71,866 | 345K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 21 | Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST | 65,641 | 300.6K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 22 | Fidelity Total Market Index Fund Fidelity Concord Street Trust | 64,229 | 287.1K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 23 | Avantis U.S. Small Cap Equity ETF American Century ETF Trust | 56,902 | 254.4K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 24 | U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 54,901 | 263.5K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 25 | U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 53,770 | 258.1K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 26 | Ultra-Small Company Market Fund Bridgeway Funds, Inc. | 50,800 | 232.7K $ | 0.19 % | as of Mar 31, 2026 · Original filing |
| 27 | Master Small Cap Index Series Quantitative Master Series LLC | 50,265 | 230.2K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 28 | Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust | 50,017 | 240.1K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 29 | 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 |
| 30 | Nationwide Bailard Small Cap Value Fund Nationwide Mutual Funds | 45,100 | 216.5K $ | 0.17 % | as of Apr 30, 2026 · Original filing |
| 31 | Fidelity Series Total Market Index Fund Fidelity Concord Street Trust | 44,342 | 198.2K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 32 | Nuveen Small Cap Blend Index Fund TIAA-CREF Funds | 42,535 | 204.2K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 33 | Invesco RAFI US 1500 Small-Mid ETF Invesco Exchange-Traded Fund Trust | 37,925 | 182K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 34 | EQ/2000 Managed Volatility Portfolio EQ Advisors Trust | 35,253 | 161.5K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 35 | Victory Cornerstone Moderately Aggressive Fund Victory Portfolios III | 33,896 | 151.5K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 36 | VANGUARD RUSSELL 2000 GROWTH INDEX FUND VANGUARD SCOTTSDALE FUNDS | 25,915 | 115.8K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 37 | Fidelity Small Cap Growth Index Fund Fidelity Salem Street Trust | 21,190 | 97.1K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 38 | VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS | 20,558 | 94.2K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 39 | Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust | 19,600 | 94.1K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 40 | VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS | 19,157 | 87.7K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 41 | Avantis U.S. Equity ETF American Century ETF Trust | 18,835 | 84.2K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 42 | Small Cap Index Fund Northern Funds | 17,369 | 79.6K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 43 | U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC | 16,885 | 81K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 44 | Small Cap Index Fund VALIC Co I | 15,786 | 70.6K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 45 | Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST | 15,426 | 74K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 46 | EQ/Small Company Index Portfolio EQ Advisors Trust | 14,740 | 67.5K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 47 | Avantis U.S. Small Cap Value Fund American Century ETF Trust | 14,420 | 64.5K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 48 | iShares Russell 3000 ETF iShares Trust | 14,223 | 65.1K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 49 | Global X Russell 2000 ETF GLOBAL X FUNDS | 14,096 | 67.7K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 50 | Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust | 13,263 | 63.7K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 51 | LVIP SSGA Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 11,700 | 53.6K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 52 | 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 |
| 53 | Small Cap Core Fund Northern Funds | 11,561 | 52.9K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 54 | 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 |
| 55 | ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust | 9,400 | 43.1K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 56 | JNL/DFA U.S. Small Cap Fund JNL Series Trust | 8,616 | 39.5K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 57 | Small-Cap Value Portfolio PACIFIC SELECT FUND | 8,487 | 38.9K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 58 | Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust | 8,477 | 38.8K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 59 | AST Small-Cap Equity Portfolio Advanced Series Trust | 7,920 | 36.3K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 60 | Small-Cap Index Portfolio PACIFIC SELECT FUND | 7,880 | 36.1K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 61 | EQ/AB Small Cap Growth Portfolio EQ Advisors Trust | 7,090 | 32.5K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 62 | Small Cap Index Trust John Hancock Variable Insurance Trust | 6,957 | 31.9K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 63 | Bridge Builder Small/Mid Cap Growth Fund Bridge Builder Trust | 6,805 | 31.2K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 64 | 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 |
| 65 | Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust | 6,165 | 29.6K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 66 | 1290 VT Micro Cap Portfolio EQ Advisors Trust | 6,065 | 27.8K $ | 0.02 % | as of Mar 31, 2026 · Original filing |
| 67 | SA U.S. Small Company Fund SA FUNDS INVESTMENT TRUST | 5,356 | 24.5K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 68 | Dimensional U.S. Equity Market ETF Dimensional ETF Trust | 4,996 | 24K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 69 | DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS | 4,805 | 22K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 70 | 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 |
| 71 | 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 |
| 72 | Dimensional US Core Equity 1 ETF Dimensional ETF Trust | 4,618 | 22.2K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 73 | EQ/Morgan Stanley Small Cap Growth Portfolio EQ Advisors Trust | 4,531 | 20.8K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 74 | NVIT Small Cap Index Fund Nationwide Variable Insurance Trust | 4,403 | 20.2K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 75 | 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 |
| 76 | SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST | 3,612 | 17.3K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 77 | 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 |
| 78 | Victory Extended Market Index Fund Victory Portfolios III | 3,578 | 17.2K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 79 | Avantis U.S. Equity Fund American Century ETF Trust | 3,532 | 15.8K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 80 | 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 |
| 81 | Strategic Equity Allocation Trust John Hancock Variable Insurance Trust | 3,086 | 14.1K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 82 | Avantis U.S. Small Cap Equity Fund American Century ETF Trust | 3,007 | 13.4K $ | 0.01 % | as of Feb 28, 2026 · Original filing |
| 83 | Nationwide Small Cap Index Fund Nationwide Mutual Funds | 2,985 | 14.3K $ | 0.01 % | as of Apr 30, 2026 · Original filing |
| 84 | JNL/DFA U.S. Core Equity Fund JNL Series Trust | 2,707 | 12.4K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 85 | VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS | 2,685 | 12K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 86 | Dimensional US Core Equity Market ETF Dimensional ETF Trust | 2,627 | 12.6K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 87 | CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. | 2,605 | 11.9K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 88 | iShares Russell Small/Mid-Cap Index Fund BlackRock Funds | 2,595 | 12.5K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 89 | Venerable Small Cap Index Fund Venerable Variable Insurance Trust | 2,582 | 11.8K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 90 | VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS | 2,539 | 11.3K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 91 | PD Small-Cap Growth Index Portfolio PACIFIC SELECT FUND | 2,286 | 10.5K $ | 0.01 % | as of Mar 31, 2026 · Original filing |
| 92 | 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 |
| 93 | SmallCap Growth Fund I Principal Funds, Inc | 2,089 | 10K $ | 0.00 % | as of Apr 30, 2026 · Original filing |
| 94 | ProShares Ultra Russell2000 ProShares Trust | 1,957 | 8.7K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 95 | ProShares UltraPro Russell2000 ProShares Trust | 1,952 | 8.7K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 96 | 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 |
| 97 | Small Cap Opportunities Trust John Hancock Variable Insurance Trust | 1,700 | 7.8K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 98 | EQ/Franklin Small Cap Value Managed Volatility Portfolio EQ Advisors Trust | 1,387 | 6.4K $ | 0.00 % | as of Mar 31, 2026 · Original filing |
| 99 | ProShares Russell 2000 High Income ETF ProShares Trust | 1,370 | 6.1K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
| 100 | Longview Advantage ETF RBB Fund Trust | 1,225 | 5.5K $ | 0.00 % | as of Feb 28, 2026 · Original filing |
Institutional managers
116 managers declare this company to the SEC (Form 13F). These positions are not counted in the totals above: a manager and its own funds file separately.
| Manager | Shares | Value | |
|---|---|---|---|
| BlackRock, Inc. | 2,365,816 | 10.8M $ | as of Mar 31, 2026 |
| WealthTrust Axiom LLC | 2,136,216 | 9.8M $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 1,453,218 | 6.7M $ | as of Mar 31, 2026 |
| AMERICAN CENTURY COMPANIES INC | 1,084,339 | 5M $ | as of Mar 31, 2026 |
| RAYMOND JAMES FINANCIAL INC | 1,029,498 | 4.7M $ | as of Mar 31, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | 952,897 | 4.4M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 778,365 | 3.6M $ | as of Mar 31, 2026 |
| CWA Asset Management Group, LLC | 709,287 | 3.2M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 692,504 | 3.2M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 651,329 | 3M $ | as of Mar 31, 2026 |
| North Star Investment Management Corp. | 431,178 | 2M $ | as of Mar 31, 2026 |
| Register Financial Advisors LLC | 336,838 | 1.5M $ | as of Mar 31, 2026 |
| CITADEL ADVISORS LLC | 325,905 | 1.5M $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 308,836 | 1.4M $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 285,636 | 1.3M $ | as of Mar 31, 2026 |
| UBS Group AG | 198,513 | 909.2K $ | as of Mar 31, 2026 |
| Point72 Asset Management, L.P. | 167,761 | 768.3K $ | as of Mar 31, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | 131,577 | 602.6K $ | as of Mar 31, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 123,929 | 567.6K $ | as of Mar 31, 2026 |
| Castleview Partners, LLC | 95,300 | 436.5K $ | as of Mar 31, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 88,787 | 406.6K $ | as of Mar 31, 2026 |
| MILLENNIUM MANAGEMENT LLC | 87,835 | 402.3K $ | as of Mar 31, 2026 |
| Bank of New York Mellon Corp | 85,586 | 392K $ | as of Mar 31, 2026 |
| Ethic Inc. | 78,325 | 358.7K $ | as of Mar 31, 2026 |
| BANK OF AMERICA CORP /DE/ | 71,098 | 325.6K $ | as of Mar 31, 2026 |