EVOLUTION PETROLEUM CORP EPM
$3.65
+0.3% 52w: $3.05 – $4.94
Latest 13F among current holders filed 19 days ago (Aug 14, 2026)
Price — last 12 months
research preview data3.053.994.94
Aug 18, 2025 Jul 2, 2026
Institutional holders
122
+3 QoQ
13F value
$81.8M
+27.2% QoQ
Smart-money holders
1
signal tier ≥ 2
New smart buyers
0
Q1 2026
Options barometer
14.8×
$691K calls / $47K puts
Institutional value by quarter
Number of holders
Who owns EPM?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | Index provider | 2.4M | $10.8M | 0.0% | -1.9% |
| WealthTrust Axiom LLC | Other | 2.1M | $9.8M | 2.4% | +9.6% |
| DIMENSIONAL FUND ADVISORS LP | Quant stat arb | 1.5M | $6.7M | — | +2.3% |
| VANGUARD CAPITAL MANAGEMENT LLC | Diversified mechanical | 1.2M | $5.7M | — | — |
| AMERICAN CENTURY COMPANIES INC | Diversified mechanical | 1.1M | $5.0M | — | +6.2% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 1.0M | $4.7M | 0.0% | +33.6% |
| RENAISSANCE TECHNOLOGIES LLC | Quant stat arb | 952.9K | $4.4M | — | -10.3% |
| GEODE CAPITAL MANAGEMENT, LLC | Index provider | 778.4K | $3.6M | — | +2.9% |
| CWA Asset Management Group, LLC | Other | 709.3K | $3.2M | 0.1% | +29.6% |
| STATE STREET CORP | Index provider | 692.5K | $3.2M | 0.0% | -0.4% |
| MORGAN STANLEY | Bank broker | 651.3K | $3.0M | 0.0% | -1.3% |
| North Star Investment Management Corp. | Diversified mechanical | 431.2K | $2.0M | 0.1% | -22.5% |
| Register Financial Advisors LLC | Other | 336.8K | $1.5M | 0.6% | -0.4% |
| CITADEL ADVISORS LLC | Multistrat pod | 325.9K | $1.5M | 0.0% | +20.3% |
| NORTHERN TRUST CORP | Index provider | 308.8K | $1.4M | 0.0% | +0.8% |
| GOLDMAN SACHS GROUP INC | Bank broker | 285.6K | $1.3M | 0.0% | +110.7% |
| VANGUARD FIDUCIARY TRUST CO | Diversified mechanical | 208.6K | $956K | — | — |
| UBS Group AG | Bank broker | 198.5K | $909K | 0.0% | +37.3% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | Diversified mechanical | 187.3K | $858K | — | — |
| Point72 Asset Management, L.P. | Multistrat pod | 167.8K | $768K | 0.0% | +57.7% |
| RITHOLTZ WEALTH MANAGEMENT | Wealth advisor | 131.6K | $603K | 0.0% | +1.5% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | Diversified mechanical | 123.9K | $568K | 0.0% | -35.8% |
| Castleview Partners, LLC | Wealth advisor | 95.3K | $436K | 0.2% | +21.7% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Index provider | 88.8K | $407K | — | -7.4% |
| MILLENNIUM MANAGEMENT LLC | Multistrat pod | 87.8K | $402K | 0.0% | New |
| Bank of New York Mellon Corp | Diversified mechanical | 85.6K | $392K | 0.0% | -4.9% |
| Ethic Inc. | Diversified mechanical | 78.3K | $359K | 0.0% | -28.7% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 71.1K | $326K | 0.0% | +11.2% |
| WELLS FARGO & COMPANY/MN | Bank broker | 67.8K | $310K | 0.0% | -21.3% |
| Quantinno Capital Management LP | Diversified mechanical | 66.5K | $305K | 0.0% | -43.3% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 63.6K | $291K | 0.0% | +104.8% |
| Engineers Gate Manager LP | Diversified mechanical | 63.0K | $289K | 0.0% | +329.4% |
| Nuveen, LLC | Diversified mechanical | 62.0K | $284K | 0.0% | Held |
| Graham Capital Management, L.P. | Diversified mechanical | 61.9K | $283K | — | +121.8% |
| JANE STREET GROUP, LLC | Market maker | 61.7K | $282K | 0.0% | -24.8% |
| Invesco Ltd. | Index provider | 60.3K | $276K | 0.0% | +3.9% |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | Diversified mechanical | 55.3K | $253K | — | Held |
| Advisor OS, LLC | Wealth advisor | 52.4K | $240K | 0.0% | New |
| TRUIST FINANCIAL CORP | Diversified mechanical | 49.8K | $228K | 0.0% | Held |
| GSA CAPITAL PARTNERS LLP | Diversified mechanical | 44.5K | $204K | — | +45.5% |
| VICTORY CAPITAL MANAGEMENT INC | Diversified mechanical | 37.5K | $172K | 0.0% | Held |
| Schonfeld Strategic Advisors LLC | Multistrat pod | 34.8K | $159K | 0.0% | -52.9% |
| AQR CAPITAL MANAGEMENT LLC | Quant stat arb | 33.5K | $154K | 0.0% | +172.7% |
| Connor, Clark & Lunn Investment Management Ltd. | Diversified mechanical | 32.3K | $148K | — | New |
| Odyssean, LLC | Quant stat arb | 31.9K | $146K | — | New |
| DEUTSCHE BANK AG\ | Bank broker | 29.3K | $134K | 0.0% | -5.1% |
| Vanguard Personalized Indexing Management, LLC | Diversified mechanical | 27.8K | $127K | 0.0% | New |
| D. E. Shaw & Co., Inc. | Quant stat arb | 27.7K | $127K | 0.0% | New |
| Jackson Hole Capital Partners, LLC | Other | 27.5K | $126K | 0.0% | New |
| Rothschild Wealth LLC | Wealth advisor | 27.3K | $125K | 0.0% | -84.3% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.
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