EPM Evolution Petroleum Corporation
Evolution Petroleum Corporation (EPM) Institutional Ownership
What the institutions did with EPM last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended June 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| BlackRock, Inc. | 2.4M | 13.4% |
| WealthTrust Axiom LLC | 2.2M | 12.3% |
| DIMENSIONAL FUND ADVISORS LP | 1.5M | 8.3% |
| VANGUARD CAPITAL MANAGEMENT LLC | 1.3M | 7.1% |
| AMERICAN CENTURY COMPANIES INC | 1.1M | 6.0% |
| RENAISSANCE TECHNOLOGIES LLC | 1.0M | 5.7% |
| RAYMOND JAMES FINANCIAL INC | 996.4K | 5.5% |
| GEODE CAPITAL MANAGEMENT, LLC | 885.7K | 4.9% |
| CWA Asset Management Group, LLC | 805.8K | 4.5% |
| STATE STREET CORP | 691.7K | 3.8% |
| MORGAN STANLEY | 637.7K | 3.5% |
| North Star Investment Management Corp. | 431.4K | 2.4% |
| AQR CAPITAL MANAGEMENT LLC | 375.7K | 2.1% |
| Register Financial Advisors LLC | 338.2K | 1.9% |
| NORTHERN TRUST CORP | 265.5K | 1.5% |
| VANGUARD FIDUCIARY TRUST CO | 225.5K | 1.2% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 222.3K | 1.2% |
| Quantinno Capital Management LP | 171.6K | 1.0% |
| GOLDMAN SACHS GROUP INC | 164.5K | 0.9% |
| UBS Group AG | 158.9K | 0.9% |
| Castleview Partners, LLC | 115.4K | 0.6% |
| WELLS FARGO & COMPANY/MN | 111.6K | 0.6% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 106.8K | 0.6% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 98.7K | 0.5% |
| Schonfeld Strategic Advisors LLC | 91.2K | 0.5% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| AQR CAPITAL MANAGEMENT LLC | Increased | 33.5K | 375.7K | +342.2K |
| CITADEL ADVISORS LLC | Reduced | 325.9K | 48.7K | -277.2K |
| Point72 Asset Management, L.P. | Sold Out | 167.8K | 0 | -167.8K |
| GOLDMAN SACHS GROUP INC | Reduced | 285.6K | 164.5K | -121.1K |
| GEODE CAPITAL MANAGEMENT, LLC | Increased | 778.4K | 885.7K | +107.3K |
| Quantinno Capital Management LP | Increased | 66.5K | 171.6K | +105.1K |
| CWA Asset Management Group, LLC | Increased | 709.3K | 805.8K | +96.5K |
| MILLENNIUM MANAGEMENT LLC | Sold Out | 87.8K | 0 | -87.8K |
| RENAISSANCE TECHNOLOGIES LLC | Increased | 952.9K | 1.0M | +76.9K |
| WealthTrust Axiom LLC | Increased | 2.1M | 2.2M | +76.4K |
| JANE STREET GROUP, LLC | Sold Out | 61.7K | 0 | -61.7K |
| Schonfeld Strategic Advisors LLC | Increased | 34.8K | 91.2K | +56.4K |
| BlackRock, Inc. | Increased | 2.4M | 2.4M | +50.9K |
| RITHOLTZ WEALTH MANAGEMENT | Reduced | 131.6K | 84.8K | -46.8K |
| GSA CAPITAL PARTNERS LLP | Sold Out | 44.5K | 0 | -44.5K |
| WELLS FARGO & COMPANY/MN | Increased | 67.8K | 111.6K | +43.9K |
| NORTHERN TRUST CORP | Reduced | 308.8K | 265.5K | -43.4K |
| Engineers Gate Manager LP | Reduced | 63.0K | 20.2K | -42.8K |
| FMR LLC | Increased | 6.8K | 48.4K | +41.6K |
| Ethic Inc. | Reduced | 78.3K | 37.5K | -40.8K |
| UBS Group AG | Reduced | 198.5K | 158.9K | -39.6K |
| DIMENSIONAL FUND ADVISORS LP | Increased | 1.5M | 1.5M | +35.5K |
| Graham Capital Management, L.P. | Reduced | 61.9K | 26.4K | -35.5K |
| VANGUARD PORTFOLIO MANAGEMENT LLC | Increased | 187.3K | 222.3K | +35.0K |
| RAYMOND JAMES FINANCIAL INC | Reduced | 1.0M | 996.4K | -33.1K |
| OCCUDO QUANTITATIVE STRATEGIES LP | New | 0 | 32.2K | +32.2K |
| Odyssean, LLC | Sold Out | 31.9K | 0 | -31.9K |
| Abel Hall, LLC | New | 0 | 31.3K | +31.3K |
| MERCER GLOBAL ADVISORS INC /ADV | Increased | 14.2K | 43.3K | +29.0K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | New | 0 | 26.2K | +26.2K |
| VANGUARD CAPITAL MANAGEMENT LLC | Increased | 1.2M | 1.3M | +25.1K |
| Lido Advisors, LLC | New | 0 | 23.8K | +23.8K |
| Russell Investments Group, Ltd. | Increased | 14.4K | 37.8K | +23.4K |
| IEQ CAPITAL, LLC | New | 0 | 23.2K | +23.2K |
| Connor, Clark & Lunn Investment Management Ltd. | Increased | 32.3K | 53.9K | +21.5K |
| Castleview Partners, LLC | Increased | 95.3K | 115.4K | +20.1K |
| Ellevest, Inc. | Sold Out | 19.6K | 0 | -19.6K |
| CITIGROUP INC | Increased | 1.6K | 21.2K | +19.6K |
| Sowell Financial Services LLC | Sold Out | 19.5K | 0 | -19.5K |
| D. E. Shaw & Co., Inc. | Increased | 27.7K | 46.5K | +18.8K |
| Campbell & CO Investment Adviser LLC | New | 0 | 18.2K | +18.2K |
| TWO SIGMA INVESTMENTS, LP | Sold Out | 18.0K | 0 | -18.0K |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | Reduced | 123.9K | 106.8K | -17.1K |
| VANGUARD FIDUCIARY TRUST CO | Increased | 208.6K | 225.5K | +16.9K |
| Dynamic Technology Lab Private Ltd | New | 0 | 16.5K | +16.5K |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | Sold Out | 16.5K | 0 | -16.5K |
| Virtu Financial LLC | Sold Out | 16.2K | 0 | -16.2K |
| COLDSTREAM CAPITAL MANAGEMENT INC | Sold Out | 16.0K | 0 | -16.0K |
| Mariner, LLC | New | 0 | 15.9K | +15.9K |
| Focus Partners Wealth | Sold Out | 13.9K | 0 | -13.9K |
| MORGAN STANLEY | Reduced | 651.3K | 637.7K | -13.6K |
| OXFORD ASSET MANAGEMENT LLP | Sold Out | 12.7K | 0 | -12.7K |
| Cambridge Investment Research Advisors, Inc. | Increased | 12.3K | 24.6K | +12.3K |
| LPL Financial LLC | Sold Out | 11.7K | 0 | -11.7K |
| Kathmere Capital Management, LLC | Sold Out | 11.2K | 0 | -11.2K |
| CAPTRUST FINANCIAL ADVISORS | New | 0 | 11.0K | +11.0K |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | Sold Out | 10.0K | 0 | -10.0K |
| Private Advisor Group, LLC | New | 0 | 10.0K | +10.0K |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Increased | 88.8K | 98.7K | +9.9K |
| AMERICAN CENTURY COMPANIES INC | Reduced | 1.1M | 1.1M | -9.3K |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.