EVOLUTION PETE CORP (EPM)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
118
Reporting holders
$67.6M
Reported value
50.8%
Of shares outstanding
0.9%
Held as options
+0
Holder change
Institutions report 18,214,977 shares against 35,872,725 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end. Share count carried from an earlier filing (cy2026q1i).
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $8.9M | 2,416,712 | 0.00% | 8q | +2.2%+$187.3K |
| WealthTrust Axiom LLC | $8.1M | 2,212,619 | 1.82% | 31q | +3.6%+$281.2K |
| DIMENSIONAL FUND ADVISORS LP | $5.5M | 1,488,715 | 0.00% | 31q | +2.4%+$130.6K |
| VANGUARD CAPITAL MANAGEMENT LLC | $4.7M | 1,272,857 | 0.00% | 2q | +2.0%+$92.5K |
| AMERICAN CENTURY COMPANIES INC | $4.0M | 1,075,062 | 0.00% | 26q | -0.9%-$34.1K |
| RENAISSANCE TECHNOLOGIES LLC | $3.8M | 1,029,814 | 0.01% | 31q | +8.1%+$283.1K |
| RAYMOND JAMES FINANCIAL INC | $3.7M | 996,428 | 0.00% | 7q | -3.2%-$121.7K |
| GEODE CAPITAL MANAGEMENT, LLC | $3.3M | 885,707 | 0.00% | 31q | +13.8%+$395.1K |
| CWA Asset Management Group, LLC | $3.0M | 805,762 | 0.09% | 8q | +13.6%+$355.0K |
| STATE STREET CORP | $2.5M | 691,691 | 0.00% | 31q | HELD |
| MORGAN STANLEY | $2.3M | 637,694 | 0.00% | 35q | -2.1%-$50.2K |
| North Star Investment Management Corp. | $1.6M | 431,388 | 0.09% | 26q | HELD |
| AQR CAPITAL MANAGEMENT LLC | $1.4M | 375,692 | 0.00% | 6q | +1020.6%+$1.3M |
| Register Financial Advisors LLC | $1.2M | 338,176 | 0.38% | 15q | HELD |
| NORTHERN TRUST CORP | $976.9K | 265,468 | 0.00% | 31q | -14.0%-$159.6K |
| VANGUARD FIDUCIARY TRUST CO | $829.8K | 225,493 | 0.00% | 2q | +8.1%+$62.1K |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $818.1K | 222,300 | 0.00% | 2q | +18.7%+$128.7K |
| Quantinno Capital Management LP | $631.5K | 171,610 | 0.00% | 9q | +157.9%+$386.7K |
| RITHOLTZ WEALTH MANAGEMENT | $624.3K | 169,634 | 0.00% | 4q | +28.9%+$140.0K |
| GOLDMAN SACHS GROUP INC | $605.5K | 164,526 | 0.00% | 14q | -42.4%-$445.7K |
| UBS Group AG | $584.9K | 158,947 | 0.00% | 16q | -19.9%-$145.6K |
| Castleview Partners, LLC | $424.6K | 115,393 | 0.19% | 3q | +21.1%+$73.9K |
| WELLS FARGO & COMPANY/MN | $410.9K | 111,648 | 0.00% | 31q | -17.7%-$88.1K |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | $393.2K | 106,842 | 0.00% | 4q | -13.8%-$62.9K |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $363.1K | 98,676 | 0.00% | 19q | +11.1%+$36.4K |
| Sixth Street Partners Management Company, L.P. | $363.1K | 98,676 | 0.00% | new | NEW |
| CITADEL ADVISORS LLC | $335.5K | 48,677 | 0.00% | 24q | -85.1%-$1.9M |
| Schonfeld Strategic Advisors LLC | $335.5K | 91,173 | 0.00% | 3q | +162.1%+$207.5K |
| MERCER GLOBAL ADVISORS INC /ADV | $318.3K | 86,500 | 0.00% | 4q | +508.1%+$266.0K |
| Bank of New York Mellon Corp | $312.0K | 84,796 | 0.00% | 31q | -0.9%-$2.9K |
| BANK OF AMERICA CORP /DE/ | $234.9K | 63,830 | 0.00% | 17q | -10.2%-$26.7K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $232.4K | 63,157 | 0.00% | 3q | -0.8%-$1.8K |
| Nuveen, LLC | $228.2K | 61,999 | 0.00% | 6q | HELD |
| IMC-Chicago, LLC | $206.8K | options only | 0.00% | 2q | OPTIONS |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $203.5K | 55,300 | 0.00% | 31q | HELD |
| Connor, Clark & Lunn Investment Management Ltd. | $198.2K | 53,850 | 0.00% | 2q | +66.5%+$79.2K |
| Invesco Ltd. | $192.4K | 52,282 | 0.00% | 13q | -13.3%-$29.6K |
| Advisor OS, LLC | $189.4K | 51,463 | 0.01% | 2q | -1.7%-$3.3K |
| TRUIST FINANCIAL CORP | $183.2K | 49,788 | 0.00% | 8q | HELD |
| FMR LLC | $178.0K | 48,366 | 0.00% | 21q | +612.9%+$153.0K |
| D. E. Shaw & Co., Inc. | $171.0K | 46,464 | 0.00% | 2q | +67.8%+$69.1K |
| ALLIANCEBERNSTEIN L.P. | $144.8K | 31,610 | 0.00% | 9q | +28.4%+$32.1K |
| Russell Investments Group, Ltd. | $139.1K | 37,803 | 0.00% | 19q | +162.0%+$86.0K |
| Ethic Inc. | $138.1K | 37,539 | 0.00% | 17q | -52.1%-$150.1K |
| GROUP ONE TRADING LLC | $132.8K | options only | 0.00% | 2q | OPTIONS |
| VICTORY CAPITAL MANAGEMENT INC | $125.6K | 34,137 | 0.00% | 13q | -8.9%-$12.3K |
| DEUTSCHE BANK AG\ | $122.5K | 33,287 | 0.00% | 13q | +13.7%+$14.8K |
| OCCUDO QUANTITATIVE STRATEGIES LP | $118.5K | 32,203 | 0.01% | new | NEW |
| Abel Hall, LLC | $115.1K | 31,278 | 0.02% | new | NEW |
| Vanguard Personalized Indexing Management, LLC | $113.0K | 30,715 | 0.00% | 2q | +10.4%+$10.6K |
| Rothschild Wealth LLC | $98.4K | 26,739 | 0.01% | 3q | -2.1%-$2.1K |
| Graham Capital Management, L.P. | $97.1K | 26,387 | 0.00% | 5q | -57.3%-$130.6K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $95.2K | 26,231 | 0.00% | new | NEW |
| RHUMBLINE ADVISERS | $90.9K | 24,714 | 0.00% | 13q | -7.5%-$7.4K |
| Lido Advisors, LLC | $87.5K | 23,787 | 0.00% | new | NEW |
| IEQ CAPITAL, LLC | $85.2K | 23,159 | 0.00% | new | NEW |
| CITIGROUP INC | $78.1K | 21,233 | 0.00% | 15q | +1199.4%+$72.1K |
| Engineers Gate Manager LP | $74.3K | 20,198 | 0.00% | 3q | -67.9%-$157.5K |
| WELLINGTON MANAGEMENT GROUP LLP | $72.8K | 19,783 | 0.00% | 8q | +19.6%+$11.9K |
| Campbell & CO Investment Adviser LLC | $67.1K | 18,238 | 0.00% | new | NEW |
| Dynamic Technology Lab Private Ltd | $61.0K | 16,541 | 0.01% | new | NEW |
| SEI INVESTMENTS CO | $60.0K | 16,299 | 0.00% | 5q | HELD |
| JANE STREET GROUP, LLC | $59.2K | options only | 0.00% | 6q | OPTIONS |
| Summit Trail Advisors, LLC | $58.8K | 15,971 | 0.00% | 2q | +3.0%+$1.7K |
| Mariner, LLC | $58.5K | 15,895 | 0.00% | new | NEW |
| JPMORGAN CHASE & CO | $56.9K | 15,286 | 0.00% | 31q | +3.3%+$1.8K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $54.5K | 14,806 | 0.00% | 9q | -2.4%-$1.4K |
| Chancellor Financial Group WB LP | $53.7K | 14,602 | 0.03% | 7q | HELD |
| Michels Family Financial, LLC | $45.8K | 12,458 | 0.03% | 4q | +0.6% |
| XTX Topco Ltd | $42.9K | 11,671 | 0.00% | 2q | -20.4%-$11.0K |
| Vanguard Global Advisers, LLC | $41.0K | 11,151 | 0.00% | 2q | HELD |
| Police & Firemen's Retirement System of New Jersey | $40.8K | 11,089 | 0.00% | 7q | HELD |
| CAPTRUST FINANCIAL ADVISORS | $40.6K | 11,024 | 0.00% | new | NEW |
| Private Advisor Group, LLC | $36.9K | 10,018 | 0.00% | new | NEW |
| Equitable Holdings, Inc. | $36.8K | 10,000 | 0.00% | 2q | HELD |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | $35.8K | 9,737 | 0.00% | 2q | -24.5%-$11.6K |
| NEW YORK STATE COMMON RETIREMENT FUND | $35.2K | 9,562 | 0.00% | 13q | HELD |
| BARCLAYS PLC | $33.2K | 9,017 | 0.00% | 16q | -9.4%-$3.4K |
| Arax Advisory Partners | $31.8K | 8,628 | 0.00% | 2q | +2316.8%+$30.4K |
| OSAIC HOLDINGS, INC. | $29.7K | 8,069 | 0.00% | 26q | +2.0% |
| PNC Financial Services Group, Inc. | $29.6K | 8,034 | 0.00% | 18q | +11.7%+$3.1K |
| BNP PARIBAS FINANCIAL MARKETS | $28.0K | 7,619 | 0.00% | 31q | +8.3%+$2.1K |
| NFSG Corp | $25.7K | 6,975 | 0.00% | 17q | HELD |
| SIMPLEX TRADING, LLC | $24.7K | options only | 0.00% | 31q | OPTIONS |
| NISA INVESTMENT ADVISORS, LLC | $21.1K | 5,727 | 0.00% | 2q | +114440.0%+$21.1K |
| Tower Research Capital LLC (TRC) | $15.2K | 4,132 | 0.00% | 30q | +59.3%+$5.7K |
| CoreCap Advisors, LLC | $11.1K | 3,009 | 0.00% | 10q | +3.3% |
| Legal & General Group Plc | $11.0K | 2,992 | 0.00% | 13q | HELD |
| Ameritas Investment Partners, Inc. | $9.6K | 2,605 | 0.00% | 13q | HELD |
| BARD ASSOCIATES INC | $9.2K | 2,500 | 0.00% | 31q | HELD |
| Integrated Wealth Concepts LLC | $8.3K | 2,262 | 0.00% | new | NEW |
| Smartleaf Asset Management LLC | $7.2K | 1,926 | 0.00% | 8q | HELD |
| Allworth Financial LP | $5.8K | 1,589 | 0.00% | 5q | +69.6%+$2.4K |
| JONES FINANCIAL COMPANIES LLLP | $5.2K | 1,371 | 0.00% | 8q | HELD |
| RAFFA WEALTH MANAGEMENT, LLC | $5.0K | 1,350 | 0.00% | 13q | -44.6%-$4.0K |
| GAMMA Investing LLC | $4.5K | 1,222 | 0.00% | 4q | -2.8% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $3.7K | 1,009 | 0.00% | 31q | HELD |
| ROYAL BANK OF CANADA | $3.0K | 941 | 0.00% | 13q | -13.4% |
| Essential Partners LLC | $2.2K | 598 | 0.00% | 5q | +522.9%+$1.8K |
| EverSource Wealth Advisors, LLC | $1.8K | 494 | 0.00% | 7q | +298.4%+$1.4K |
Showing the largest 100 of 122 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 118 | $67.6M | 18,214,977 | 21 | 43 | 31 | 0.9% |
| Q1 2026 | 118 | $82.4M | 17,835,446 | 24 | 38 | 34 | 0.9% |
| Q4 2025 | 108 | $64.2M | 18,057,406 | 16 | 33 | 39 | 0.4% |
| Q3 2025 | 112 | $96.2M | 19,881,724 | 15 | 38 | 29 | 0.3% |
| Q2 2025 | 105 | $92.1M | 19,464,968 | 12 | 36 | 35 | 0.6% |
| Q1 2025 | 105 | $100.7M | 19,330,178 | 10 | 33 | 38 | 0.7% |
| Q4 2024 | 105 | $101.3M | 19,189,069 | 11 | 36 | 26 | 1.1% |
| Q3 2024 | 106 | $100.7M | 18,709,854 | 26 | 31 | 23 | 1.4% |
| Q2 2024 | 94 | $101.1M | 18,812,602 | 14 | 36 | 25 | 1.9% |
| Q1 2024 | 94 | $120.0M | 19,245,283 | 11 | 31 | 34 | 1.5% |
| Q4 2023 | 104 | $113.3M | 19,088,798 | 9 | 43 | 31 | 2.1% |
| Q3 2023 | 105 | $127.5M | 18,175,539 | 18 | 42 | 28 | 2.9% |
| Q2 2023 | 104 | $149.1M | 18,080,222 | 34 | 32 | 22 | 2.4% |
| Q1 2023 | 93 | $101.4M | 15,818,033 | 13 | 37 | 23 | 1.7% |
| Q4 2022 | 89 | $118.7M | 15,493,717 | 11 | 19 | 35 | 1.5% |
| Q3 2022 | 100 | $145.0M | 20,491,720 | 25 | 29 | 25 | 1.7% |
| Q2 2022 | 83 | $117.3M | 21,255,091 | 10 | 18 | 38 | 1.1% |
| Q1 2022 | 87 | $148.6M | 21,762,092 | 17 | 26 | 20 | 0.6% |
| Q4 2021 | 79 | $108.5M | 21,246,965 | 10 | 30 | 17 | 1.1% |
| Q3 2021 | 80 | $118.9M | 20,793,652 | 11 | 18 | 32 | 0.7% |
| Q2 2021 | 79 | $106.6M | 21,378,604 | 17 | 23 | 28 | 0.5% |
| Q1 2021 | 79 | $77.0M | 22,687,142 | 9 | 26 | 25 | 0.4% |
| Q4 2020 | 80 | $65.2M | 22,558,064 | 8 | 26 | 29 | 0.8% |
| Q3 2020 | 81 | $50.8M | 22,502,513 | 9 | 17 | 31 | 0.8% |
| Q2 2020 | 83 | $64.0M | 22,761,377 | 5 | 28 | 25 | 0.5% |
| Q1 2020 | 96 | $65.9M | 25,226,295 | 12 | 28 | 35 | 0.1% |
| Q4 2019 | 103 | $139.5M | 25,413,799 | 10 | 36 | 33 | 0.3% |
| Q3 2019 | 112 | $145.0M | 24,787,217 | 11 | 43 | 29 | 0.2% |
| Q2 2019 | 116 | $175.7M | 24,483,352 | 9 | 41 | 36 | 0.4% |
| Q1 2019 | 124 | $164.8M | 24,355,586 | 16 | 41 | 34 | 0.3% |
| Q4 2018 | 121 | $162.0M | 23,626,860 | 4 | 3 | 1 | 0.6% |