As of the latest SEC filings, EVOLUTION PETROLEUM CORP (EPM) is held by 122 institutional funds. The largest fund shareholder is Avantis U.S. Small Cap Value ETF (AVUV), holding an estimated $4,067,995.02 in market value, representing 0.02% of its portfolio.
Funds holding EVOLUTION PETROLEUM CORP (EPM)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- EPM
- CIK:
- 0001006655
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
AVUV
Avantis U.S. Small Cap Value ETF
|
ETF | American Century | 0.02% | $4,067,995.02 | 910,066 | Feb 28, 2026 | Apr 29, 2026 |
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $4,014,502.82 | 876,529 | Mar 31, 2026 | May 28, 2026 |
|
IWM
iShares Russell 2000 ETF
|
ETF | BlackRock / iShares | 0.00% | $3,087,886.38 | 674,211 | Mar 31, 2026 | May 28, 2026 |
|
FSSNX
Fidelity Small Cap Index Fund
|
MF | Fidelity | 0.00% | $1,601,294.40 | 333,603 | Apr 30, 2026 | Jun 26, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $1,518,224.20 | 331,490 | Mar 31, 2026 | May 28, 2026 |
|
NSMVX
North Star Micro Cap Fund
|
MF | Independent / Boutique | 0.77% | $1,395,981.00 | 312,300 | Feb 28, 2026 | Apr 27, 2026 |
|
NSDVX
North Star Dividend Fund
|
MF | Independent / Boutique | 1.28% | $1,206,900.00 | 270,000 | Feb 28, 2026 | Apr 27, 2026 |
|
DFSVX
U.S. SMALL CAP VALUE PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.01% | $1,159,752.00 | 241,615 | Apr 30, 2026 | Jun 24, 2026 |
|
IWO
iShares Russell 2000 Growth ETF
|
ETF | BlackRock / iShares | 0.01% | $1,105,341.78 | 241,341 | Mar 31, 2026 | May 28, 2026 |
|
DFAT
Dimensional U.S. Targeted Value ETF
|
ETF | Dimensional Fund Advisors | 0.01% | $1,044,494.40 | 217,603 | Apr 30, 2026 | Jun 29, 2026 |
|
BDSKX
BlackRock Advantage Small Cap Core Fund
|
MF | BlackRock / iShares | 0.02% | $874,595.73 | 195,659 | Feb 27, 2026 | Apr 24, 2026 |
|
FSMAX
Fidelity Extended Market Index Fund
|
MF | Fidelity | 0.00% | $784,547.58 | 175,514 | Feb 28, 2026 | Apr 24, 2026 |
|
DFFVX
U.S. Targeted Value Portfolio
|
MF | Dimensional Fund Advisors | 0.00% | $746,491.20 | 155,519 | Apr 30, 2026 | Jun 24, 2026 |
|
VTWO
VANGUARD RUSSELL 2000 INDEX FUND
|
ETF | Vanguard | 0.00% | $696,721.02 | 155,866 | Feb 28, 2026 | Apr 28, 2026 |
|
DFSV
Dimensional US Small Cap Value ETF
|
ETF | Dimensional Fund Advisors | 0.01% | $591,201.60 | 123,167 | Apr 30, 2026 | Jun 29, 2026 |
|
DFAS
Dimensional U.S. Small Cap ETF
|
ETF | Dimensional Fund Advisors | 0.00% | $544,502.40 | 113,438 | Apr 30, 2026 | Jun 29, 2026 |
|
DFSCX
U.S. MICRO CAP PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.01% | $458,793.60 | 95,582 | Apr 30, 2026 | Jun 24, 2026 |
|
DFSTX
U.S. SMALL CAP PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.00% | $448,646.40 | 93,468 | Apr 30, 2026 | Jun 24, 2026 |
|
IWC
iShares Micro-Cap ETF
|
ETF | BlackRock / iShares | 0.03% | $365,653.46 | 79,837 | Mar 31, 2026 | May 28, 2026 |
|
SWSSX
Schwab Small-Cap Index Fund
|
MF | Charles Schwab | 0.00% | $344,956.80 | 71,866 | Apr 30, 2026 | Jun 25, 2026 |
|
GARTX
Goldman Sachs Absolute Return Tracker Fund
|
MF | Goldman Sachs | 0.01% | $300,635.78 | 65,641 | Mar 31, 2026 | May 26, 2026 |
|
FSKAX
Fidelity Total Market Index Fund
|
MF | Fidelity | 0.00% | $287,103.63 | 64,229 | Feb 28, 2026 | Apr 24, 2026 |
|
DFEOX
U.S. CORE EQUITY 1 PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.00% | $263,524.80 | 54,901 | Apr 30, 2026 | Jun 24, 2026 |
|
DFQTX
U.S. CORE EQUITY 2 PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.00% | $258,096.00 | 53,770 | Apr 30, 2026 | Jun 24, 2026 |
|
AVSC
Avantis U.S. Small Cap Equity ETF
|
ETF | American Century | 0.01% | $254,351.94 | 56,902 | Feb 28, 2026 | Apr 29, 2026 |
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