EVOLUTION PETROLEUM CORP EPM
CIK 0001006655 · CUSIP 30049A107
Quarter-end disclosures, not live holdings.
Top 20 institutions
Weight means this stock's share of the manager's own portfolio.
| # | Manager | Value | Manager weight | Change vs prior | Source | |
|---|---|---|---|---|---|---|
| 01 | BlackRock, Inc. CIK 2012383 · View history | $13.35M 2,577,124 shares | 0.00% | -64.83K(-2.50%)Reduced | SEC filing ↗ May 2, 2025 | ▾ |
| 02 | WealthTrust Axiom LLC CIK 1425949 · View history | $9.15M 1,767,188 shares | 2.79% | +29.32K(+1.70%)Added | SEC filing ↗ May 14, 2025 | ▾ |
| 03 | VANGUARD GROUP INC CIK 102909 · View history | $8.20M 1,583,218 shares | 0.00% | -7.61K(-0.50%)Reduced | SEC filing ↗ May 9, 2025 | ▾ |
| 04 | DIMENSIONAL FUND ADVISORS LP CIK 354204 · View history | $7.84M 1,512,917 shares | 0.00% | +2.46K(+0.20%)Added | SEC filing ↗ May 13, 2025 | ▾ |
| 05 | River Road Asset Management, LLC CIK 1341401 · View history | $6.84M 1,319,742 shares | 0.09% | -3.47K(-0.30%)Reduced | SEC filing ↗ May 13, 2025 | ▾ |
| 06 | RENAISSANCE TECHNOLOGIES LLC CIK 1037389 · View history | $5.68M 1,096,297 shares | 0.01% | +341(0.00%)Added | SEC filing ↗ May 14, 2025 | ▾ |
| 07 | Ranger Investment Management, L.P. CIK 1319691 · View history | $5.53M 1,067,070 shares | 0.40% | -2.50K(-0.20%)Reduced | SEC filing ↗ May 15, 2025 | ▾ |
| 08 | North Star Investment Management Corp. CIK 1342857 · View history | $4.29M 828,396 shares | 0.31% | -4.87K(-0.60%)Reduced | SEC filing ↗ Apr 17, 2025 | ▾ |
| 09 | AMERICAN CENTURY COMPANIES INC CIK 748054 · View history | $3.88M 749,442 shares | 0.00% | +119.75K(+19.00%)Added | SEC filing ↗ May 13, 2025 | ▾ |
| 10 | GEODE CAPITAL MANAGEMENT, LLC CIK 1214717 · View history | $3.84M 740,799 shares | 0.00% | +28.28K(+4.00%)Added | SEC filing ↗ May 13, 2025 | ▾ |
| 11 | STATE STREET CORP CIK 93751 · View history | $3.52M 678,674 shares | 0.00% | -11.01K(-1.60%)Reduced | SEC filing ↗ May 15, 2025 | ▾ |
| 12 | Russell Investments Group, Ltd. CIK 1692234 · View history | $3.47M 670,155 shares | 0.00% | +123.28K(+22.50%)Added | SEC filing ↗ May 13, 2025 | ▾ |
| 13 | MORGAN STANLEY CIK 895421 · View history | $3.15M 609,037 shares | 0.00% | -11.54K(-1.90%)Reduced | SEC filing ↗ May 15, 2025 | ▾ |
| 14 | RAYMOND JAMES FINANCIAL INC CIK 720005 · View history | $1.85M 357,933 shares | 0.00% | +75.44K(+26.70%)Added | SEC filing ↗ May 13, 2025 | ▾ |
| 15 | UBS Group AG CIK 1610520 · View history | $1.81M 348,771 shares | 0.00% | +9.91K(+2.90%)Added | SEC filing ↗ May 13, 2025 | ▾ |
| 16 | NORTHERN TRUST CORP CIK 73124 · View history | $1.63M 314,510 shares | 0.00% | -5.27K(-1.60%)Reduced | SEC filing ↗ May 13, 2025 | ▾ |
| 17 | CWA Asset Management Group, LLC CIK 1667134 · View history | $1.58M 305,012 shares | 0.08% | +70.45K(+30.00%)Added | SEC filing ↗ Apr 21, 2025 | ▾ |
| 18 | Register Financial Advisors LLC CIK 1962636 · View history | $1.54M 297,782 shares | 0.80% | +7.88K(+2.70%)Added | SEC filing ↗ Apr 22, 2025 | ▾ |
| 19 | Bank of New York Mellon Corp CIK 1390777 · View history | $1.26M 242,605 shares | 0.00% | -6.27K(-2.50%)Reduced | SEC filing ↗ Apr 29, 2025 | ▾ |
| 20 | BARD ASSOCIATES INC CIK 1105907 · View history | $1.15M 222,317 shares | 0.43% | -800(-0.40%)Reduced | SEC filing ↗ May 12, 2025 | ▾ |
Showing 20 / 113 institutions. The complete set is available through the API.
Coverage & totals by quarter
Reporting institutions by quarter
Counts also change with data coverage and reporting entities; they do not measure net buying. Distinct managers with a live stock row in this CUSIP; totals may include overlapping filings and are not a share of the company.
Explore all 113 reporting institutions.
This page includes 20 of 113 reporting institutions. Log in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.
- Download CSV
- Earlier quarters
- Advanced screening & filtering
- API & AI access
＋ New accounts get free API credits to explore data beyond ownership filings.
For AI agents & developers
The initial HTML of this page carries its exact data as script#research-data (JSON): values, units, scope, preview limits and SEC sources. Read it directly, no script or API key needed; script#research-access says what needs an account. This page lists 20 of 113 reporting institutions; totals use the complete disclosed data.
Without an account: the last 3 years, with the row caps stated on the page. A free account opens all history on file on these pages and the CSV of what a page shows. Rows beyond the caps and bulk retrieval go through the authenticated API / MCP / CLI.
MCP https://api.akkrudata.ai/mcp
akkru_institutional_holdings
{"action":"holders","cusip":"30049A107","quarter":"2025Q1","type":"positions","page_size":100}Connect to MCP with OAuth and follow the returned pagination. Credits and usage limits depend on the account.
- MCP endpoint
- https://api.akkrudata.ai/mcp
- API / MCP / CLI documentation
- /documents
- llms.txt
- /llms.txt
Sources, coverage & how to read this data
Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.