EPM

Evolution Petroleum Corporation
$4.79+0.01 (+0.31%)EnergyAMEX

Institutional Holders

50

as of Q4 2025

Total Shares Held

1.9486571408308132e+252B

Total Value

$6.898498540003001e+130T

% of Float

Price History

$3.22$3.94$4.67$5.39$6.11Sep 24Jun 25Mar 26

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1WealthTrust Axiom LLC1,948,657$6.9M1.77%Share
2VANGUARD GROUP INC1,408,308$5.0M0.00%Share
3DIMENSIONAL FUND ADVISORS LP1,340,629$4.0M0.00%Share
4RENAISSANCE TECHNOLOGIES LLC1,062,297$3.0M0.00%Share
5BlackRock, Inc.1,036,990$3.0M0.00%Share
6BlackRock, Inc.915,886$3.0M0.00%Share
7AMERICAN CENTURY COMPANIES INC1,020,878$3.0M0.00%Share
8STATE STREET CORP695,174$2.0M0.00%Share
9RAYMOND JAMES FINANCIAL INC770,537$2.0M0.00%Share
10GEODE CAPITAL MANAGEMENT, LLC659,170$2.0M0.00%Share
11MORGAN STANLEY573,532$2.0M0.00%Share
12North Star Investment Management Corp.556,190$2.0M0.12%Share
13NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO32,095$2.0M0.00%Share
14CWA Asset Management Group, LLC547,157$1.9M0.07%Share
15River Road Asset Management, LLC537,375$1.9M0.02%Share
16Register Financial Advisors LLC338,147$1.2M0.47%Share
17VANGUARD GROUP INC209,669$742K0.00%Share
18PERRITT CAPITAL MANAGEMENT INC174,275$616K1.03%Share
19BARD ASSOCIATES INC134,561$476K0.12%Share
20RITHOLTZ WEALTH MANAGEMENT129,605$458K0.01%Share
21UBS Group AG124,462$440K0.00%Share
22Ethic Inc.109,843$388K0.01%Share
23Castleview Partners, LLC78,300$277K0.14%Share
24Schonfeld Strategic Advisors LLC73,809$261K0.00%Share
25Arete Wealth Advisors, LLC52,998$188K0.01%Share
26TRUIST FINANCIAL CORP49,788$176K0.00%Share
27Invesco Ltd.44,298$156K0.00%Share
28COMERICA BANK33,503$118K0.00%Share
29CERTIOR FINANCIAL GROUP, LLC30,869$109K0.07%Share
30Prosperity Consulting Group, LLC23,240$82K0.00%Share
31UBS Group AG20,132$71K0.00%Share
32Dynamic Technology Lab Private Ltd19,784$70K0.02%Share
33Virtu Financial LLC18,700$66K0.00%Share
34OCCUDO QUANTITATIVE STRATEGIES LP18,405$65K0.00%Share
35OXFORD ASSET MANAGEMENT LLP15,710$55K0.02%Share
36Interchange Capital Partners, LLC14,010$49K0.01%Share
37Michels Family Financial, LLC12,300$43K0.03%Share
38VANGUARD GROUP INC11,151$39K0.00%Share
39Inscription Capital, LLC10,704$37K0.00%Share
40SHERBROOKE PARK ADVISERS LLC10,093$35K0.09%Share
41Invesco Ltd.9,285$32K0.00%Share
42Newbridge Financial Services Group, Inc.6,975$24K0.00%Share
43State of Alaska, Department of Revenue6,601$23K0.00%Share
44Invesco Ltd.4,451$15K0.00%Share
45CoreCap Advisors, LLC2,843$10K0.00%Share
46CWM, LLC613$2K0.00%Share
47Allworth Financial LP700$2K0.00%Share
48GAMMA Investing LLC403$1K0.00%Share
49MassMutual Private Wealth & Trust, FSB463$1K0.00%Share
50HARBOR CAPITAL ADVISORS, INC.392$1K0.00%Share