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
| Fund | Shares | Value | Weight in fund | Share of capital | |
|---|---|---|---|---|---|
| Harbor AlphaEdge Small Cap Earners ETF Harbor ETF Trust | 932 | 3.4K $ | 0.03 % | 0.00 % | as of Jul 31, 2026 ↗ |
| VIP Total Market Index Portfolio Variable Insurance Products Fund II | 905 | 3.3K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 710 | 2.6K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust | 568 | 2.4K $ | 0.00 % | 0.00 % | as of May 31, 2026 ↗ |
| ULTRA SMALL CAP PROFUND ProFunds | 414 | 1.5K $ | 0.00 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Small-Cap Equity Portfolio PACIFIC SELECT FUND | 260 | 956.8 $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Russell 2000 2x Strategy Fund Rydex Dynamic Funds | 173 | 636.6 $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III | 169 | 621.9 $ | 0.00 % | 0.00 % | as of Jul 31, 2026 ↗ |
| PROFUND VP ULTRA SMALL CAP ProFunds | 132 | 485.8 $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| SmallCap Value Fund II Principal Funds, Inc | 102 | 375.4 $ | 0.00 % | as of Jul 31, 2026 ↗ | |
| PROFUND VP SMALL CAP ProFunds | 86 | 316.5 $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Russell 2000 Fund Rydex Series Funds | 80 | 294.4 $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Avantis Inflation Focused Equity ETF American Century ETF Trust | 73 | 309.5 $ | 0.00 % | 0.00 % | as of May 31, 2026 ↗ |
| Russell 2000 1.5x Strategy Fund Rydex Series Funds | 48 | 176.6 $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Longview Advantage ETF RBB Fund Trust | 34 | 144.2 $ | 0.00 % | as of May 31, 2026 ↗ | |
| ProShares Hedge Replication ETF ProShares Trust | 30 | 127.2 $ | 0.00 % | 0.00 % | as of May 31, 2026 ↗ |
| Dimensional US Vector Equity ETF Dimensional ETF Trust | 28 | 103 $ | 0.00 % | as of Jul 31, 2026 ↗ | |
| SMALL-CAP PROFUND ProFunds | 27 | 99.4 $ | 0.00 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Avantis Responsible U.S. Equity ETF American Century ETF Trust | 26 | 110.2 $ | 0.00 % | as of May 31, 2026 ↗ | |
| ProShares Russell 2000 Dynamic Buffer ETF ProShares Trust | 9 | 38.2 $ | 0.00 % | 0.00 % | as of May 31, 2026 ↗ |
| Russell 2000(R) 1.5x Strategy Fund Rydex Variable Trust | 9 | 33.1 $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
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.
| Fund | Weight 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.
| Quarter | Shareholders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q3 | 121 | -1 | 7,085,014 | +2.5 % |
| 2026Q2 | 122 | +4 | 6,913,358 | +2.3 % |
| 2026Q1 | 118 | -9 | 6,755,940 | -15.8 % |
| 2025Q4 | 127 | 0 | 8,023,181 | -6.4 % |
| 2025Q3 | 127 | -8 | 8,567,481 | -0.5 % |
| 2025Q2 | 135 | -2 | 8,611,066 | +0.2 % |
| 2025Q1 | 137 | -1 | 8,589,912 | -0.3 % |
| 2024Q4 | 138 | -5 | 8,613,321 | -2.1 % |
| 2024Q3 | 143 | -1 | 8,800,639 | +2.3 % |
| 2024Q2 | 144 | +4 | 8,605,437 | +1.9 % |
| 2024Q1 | 140 | -8 | 8,447,065 | +0.1 % |
| 2023Q4 | 148 | 8,439,839 |
Institutional managers
116 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.
| 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 |
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