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
Penn Series Small Cap Index Fund Penn Series Funds Inc 1,2005.5K $0.01 %0.00 %as of Mar 31, 2026 ↗
Column Small Cap Fund Trust for Professional Managers 1,1285K $0.00 %0.00 %as of Feb 28, 2026 ↗
Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS 1,0664.8K $0.00 %0.00 %as of Feb 28, 2026 ↗
State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC 7103.3K $0.00 %0.00 %as of Mar 31, 2026 ↗
Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust 5682.5K $0.00 %0.00 %as of Feb 28, 2026 ↗
Harbor AlphaEdge Small Cap Earners ETF Harbor ETF Trust 3721.8K $0.02 %0.00 %as of Apr 30, 2026 ↗
ULTRA SMALL CAP PROFUND ProFunds 3581.7K $0.00 %0.00 %as of Apr 30, 2026 ↗
SmallCap Value Fund II Principal Funds, Inc 3351.6K $0.00 %0.00 %as of Apr 30, 2026 ↗
Small-Cap Equity Portfolio PACIFIC SELECT FUND 2601.2K $0.00 %0.00 %as of Mar 31, 2026 ↗
Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III 160768 $0.00 %0.00 %as of Apr 30, 2026 ↗
Russell 2000 2x Strategy Fund Rydex Dynamic Funds 159728.2 $0.00 %0.00 %as of Mar 31, 2026 ↗
PROFUND VP ULTRA SMALL CAP ProFunds 106485.5 $0.00 %0.00 %as of Mar 31, 2026 ↗
PROFUND VP SMALL CAP ProFunds 80366.4 $0.00 %0.00 %as of Mar 31, 2026 ↗
Russell 2000 Fund Rydex Series Funds 73334.3 $0.00 %0.00 %as of Mar 31, 2026 ↗
SMALL-CAP PROFUND ProFunds 58278.4 $0.00 %0.00 %as of Apr 30, 2026 ↗
Avantis Inflation Focused Equity ETF American Century ETF Trust 50223.5 $0.00 %0.00 %as of Feb 28, 2026 ↗
Russell 2000 1.5x Strategy Fund Rydex Series Funds 44201.5 $0.00 %0.00 %as of Mar 31, 2026 ↗
ProShares Hedge Replication ETF ProShares Trust 32143 $0.00 %0.00 %as of Feb 28, 2026 ↗
Dimensional US Vector Equity ETF Dimensional ETF Trust 28134.4 $0.00 %as of Apr 30, 2026 ↗
Avantis Responsible U.S. Equity ETF American Century ETF Trust 26116.2 $0.00 %as of Feb 28, 2026 ↗
Russell 2000(R) 1.5x Strategy Fund Rydex Variable Trust 836.6 $0.00 %0.00 %as of Mar 31, 2026 ↗
ProShares Russell 2000 Dynamic Buffer ETF ProShares Trust 731.3 $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