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Evolution Petroleum Corp (EPM)

CUSIP: 30049A107 | NYSE | Energy · Oil & Gas E&P | Micro Cap | 467 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Dimensional Fund Advisors LP1,563,858
0.0% of portfolio›$5.5M
CWA Asset Management Group, LLC939,802
0.1% of portfolio›$3.3M
Register Financial Advisors LLC456,580
0.5% of portfolio›$1.6M
North Star Investment Management Corp.424,096
0.1% of portfolio›$1.5M
Castleview Partners, LLC134,200
0.2% of portfolio›$475.1K
Bank of New York Mellon Corp84,351
0.0% of portfolio›$298.6K
Truist Financial Corp49,788
0.0% of portfolio›$176.3K
Advisor OS, LLC41,595
0.0% of portfolio›$147.2K
Lido Advisors, LLC23,857
0.0% of portfolio›$84.5K
Ethic Inc.10,977
0.0% of portfolio›$38.9K
Michels Family Financial, LLC10,737
0.0% of portfolio›$38.0K
Nfsg Corp6,975
0.0% of portfolio›$24.7K
State of Alaska, Department of Revenue6,601
0.0% of portfolio›$23
Gamma Investing LLC6,016
0.0% of portfolio›$21.3K
Nisa Investment Advisors, LLC5,749
0.0% of portfolio›$20.4K
CoreCap Advisors, LLC3,111
0.0% of portfolio›$11.0K
Simplex Trading, LLC1,881
0.0% of portfolio›$6.7K
Citigroup Inc1,718
0.0% of portfolio›$6.1K
Parkside Financial Bank & Trust1,290
0.0% of portfolio›$4.6K
Sterling Capital Management LLC1,052
0.0% of portfolio›$3.7K
Harbor Capital Advisors, Inc.932
0.0% of portfolio›$3
Farther Finance Advisors, LLC431
0.0% of portfolio›$1.5K
Essential Partners LLC409
0.0% of portfolio›$1.4K
EverSource Wealth Advisors, LLC387
0.0% of portfolio›$1.4K
Golden State Wealth Management, LLC368
0.0% of portfolio›$1.3K
Mosley Wealth Management300
0.0% of portfolio›$1.1K
SBI Securities Co., Ltd.265
0.0% of portfolio›$938
True Wealth Design, LLC41
0.0% of portfolio›$146
Caitong International Asset Management Co., Ltd40
0.0% of portfolio›$142
SJS Investment Consulting Inc.21
0.0% of portfolio›$75
Creative Financial Designs Inc19
0.0% of portfolio›$66
Root Financial Partners, LLC18
0.0% of portfolio›$64
MJT & Associates Financial Advisory Group, Inc.1
0.0% of portfolio›$1
StyleTurnoverLocationFiled
Dimensional Fund Advisors LP
1,563,858$5.5M0.0%IndexLowAustin, TX2026-11-04
CWA Asset Management Group, LLC
939,802$3.3M0.1%CoreMediumNaples, FL2026-10-19
Register Financial Advisors LLC
456,580$1.6M0.5%GARPLowAtlanta, GA2026-10-23
North Star Investment Management Corp.
424,096$1.5M0.1%CoreLowChicago, IL2026-10-27
Castleview Partners, LLC
134,200$475.1K0.2%CoreMediumDallas, TX2026-10-09
Bank of New York Mellon Corp
84,351$298.6K0.0%CoreLowNew York, NY2026-11-05
Truist Financial Corp
49,788$176.3K0.0%CoreLowCharlotte, NC2026-10-30
Advisor OS, LLC
41,595$147.2K0.0%ETFMediumChicago, IL2026-11-03
Lido Advisors, LLC
23,857$84.5K0.0%GrowthLowLos Angeles, CA2026-11-04
Ethic Inc.
10,977$38.9K0.0%CoreLowNew York, NY2026-11-03
Michels Family Financial, LLC
10,737$38.0K0.0%ETFLowFort Worth, TX2026-11-02
Nfsg Corp
6,975$24.7K0.0%Agg GrowthMediumBoca Raton, FL2026-10-15
State of Alaska, Department of Revenue
6,601$230.0%CoreVery LowJuneau, AK2026-10-15
Gamma Investing LLC
6,016$21.3K0.0%IndexVery LowFoster City, CA2026-10-08
Nisa Investment Advisors, LLC
5,749$20.4K0.0%IndexVery LowSt. Louis, MO2026-10-20
CoreCap Advisors, LLC
3,111$11.0K0.0%ETFMediumSouthfield, MI2026-10-08
Simplex Trading, LLC
1,881$6.7K0.0%CoreVery HighChicago, IL2026-11-04
Citigroup Inc
1,718$6.1K0.0%CoreMediumNew York, NY2026-11-04
Parkside Financial Bank & Trust
1,290$4.6K0.0%CoreVery LowSaint Louis, MO2026-10-27
Sterling Capital Management LLC
1,052$3.7K0.0%GARPMediumCharlotte, NC2026-10-22
Harbor Capital Advisors, Inc.
932$30.0%ValueHighChicago, IL2026-10-22
Farther Finance Advisors, LLC
431$1.5K0.0%IndexLowSan Francisco, CA2026-10-08
Essential Partners LLC
409$1.4K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
EverSource Wealth Advisors, LLC
387$1.4K0.0%CoreMediumBirmingham, AL2026-11-04
Golden State Wealth Management, LLC
368$1.3K0.0%ETFMediumSanta Ana, CA2026-11-02
Mosley Wealth Management
300$1.1K0.0%ETFHighAnaheim, CA2026-10-16
SBI Securities Co., Ltd.
265$9380.0%Agg GrowthLowTokyo, Mexico2026-10-22
True Wealth Design, LLC
41$1460.0%ETFMediumAkron, OH2026-10-13
Caitong International Asset Management Co., Ltd
40$1420.0%GrowthVery HighHong Kong, South Korea2026-10-29
SJS Investment Consulting Inc.
21$750.0%ETFVery LowSylvania, OH2026-10-26
Creative Financial Designs Inc
19$660.0%ETFMediumKokomo, IN2026-11-04
Root Financial Partners, LLC
18$640.0%ETFMediumEncinitas, CA2026-10-21
MJT & Associates Financial Advisory Group, Inc.
1$10.0%ETFLowMontevideo, MN2026-10-07