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 | $10.84M 2,365,816 shares | 0.00% | -46.26K(-1.90%)Reduced | SEC filing ↗ May 13, 2026 | ▾ |
| 02 | WealthTrust Axiom LLC CIK 1425949 · View history | $9.78M 2,136,216 shares | 2.41% | +187.56K(+9.60%)Added | SEC filing ↗ May 11, 2026 | ▾ |
| 03 | DIMENSIONAL FUND ADVISORS LP CIK 354204 · View history | $6.66M 1,453,218 shares | 0.00% | +32.64K(+2.30%)Added | SEC filing ↗ May 7, 2026 | ▾ |
| 04 | VANGUARD CAPITAL MANAGEMENT LLC CIK 2100119 · Amended · View history | $5.71M 1,247,734 shares | 0.00% | — | SEC filing ↗ May 15, 2026 | ▾ |
| 05 | AMERICAN CENTURY COMPANIES INC CIK 748054 · View history | $4.97M 1,084,339 shares | 0.00% | +63.46K(+6.20%)Added | SEC filing ↗ May 15, 2026 | ▾ |
| 06 | RAYMOND JAMES FINANCIAL INC CIK 720005 · View history | $4.72M 1,029,498 shares | 0.00% | +258.81K(+33.60%)Added | SEC filing ↗ May 14, 2026 | ▾ |
| 07 | RENAISSANCE TECHNOLOGIES LLC CIK 1037389 · View history | $4.36M 952,897 shares | 0.01% | -109.40K(-10.30%)Reduced | SEC filing ↗ May 14, 2026 | ▾ |
| 08 | GEODE CAPITAL MANAGEMENT, LLC CIK 1214717 · View history | $3.57M 778,365 shares | 0.00% | +21.66K(+2.90%)Added | SEC filing ↗ May 15, 2026 | ▾ |
| 09 | CWA Asset Management Group, LLC CIK 1667134 · View history | $3.25M 709,287 shares | 0.11% | +162.13K(+29.60%)Added | SEC filing ↗ Apr 20, 2026 | ▾ |
| 10 | STATE STREET CORP CIK 93751 · View history | $3.17M 692,504 shares | 0.00% | -2.67K(-0.40%)Reduced | SEC filing ↗ May 15, 2026 | ▾ |
| 11 | MORGAN STANLEY CIK 895421 · View history | $2.98M 651,329 shares | 0.00% | -8.63K(-1.30%)Reduced | SEC filing ↗ May 15, 2026 | ▾ |
| 12 | North Star Investment Management Corp. CIK 1342857 · View history | $1.97M 431,178 shares | 0.12% | -125.01K(-22.50%)Reduced | SEC filing ↗ Apr 23, 2026 | ▾ |
| 13 | Register Financial Advisors LLC CIK 1962636 · View history | $1.54M 336,838 shares | 0.57% | -1.31K(-0.40%)Reduced | SEC filing ↗ Apr 15, 2026 | ▾ |
| 14 | CITADEL ADVISORS LLC CIK 1423053 · View history | $1.49M 325,905 shares | 0.00% | +54.90K(+20.30%)Added | SEC filing ↗ May 15, 2026 | ▾ |
| 15 | NORTHERN TRUST CORP CIK 73124 · View history | $1.41M 308,836 shares | 0.00% | +2.40K(+0.80%)Added | SEC filing ↗ May 14, 2026 | ▾ |
| 16 | GOLDMAN SACHS GROUP INC CIK 886982 · View history | $1.31M 285,636 shares | 0.00% | +150.06K(+110.70%)Added | SEC filing ↗ May 15, 2026 | ▾ |
| 17 | VANGUARD FIDUCIARY TRUST CO CIK 933478 · Amended · View history | $955.52K 208,628 shares | 0.00% | — | SEC filing ↗ May 8, 2026 | ▾ |
| 18 | UBS Group AG CIK 1610520 · View history | $909.19K 198,513 shares | 0.00% | +53.92K(+37.30%)Added | SEC filing ↗ May 5, 2026 | ▾ |
| 19 | VANGUARD PORTFOLIO MANAGEMENT LLC CIK 2100121 · Amended · View history | $857.90K 187,315 shares | 0.00% | — | SEC filing ↗ May 8, 2026 | ▾ |
| 20 | Point72 Asset Management, L.P. CIK 1603466 · View history | $768.35K 167,761 shares | 0.00% | +61.37K(+57.70%)Added | SEC filing ↗ May 15, 2026 | ▾ |
Showing 20 / 122 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 122 reporting institutions.
This page includes 20 of 122 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 122 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":"2026Q1","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.