EVOLUTION PETROLEUM CORP (EPM) — Institutional Holders, Q2 2026 (page 2)
118 institutional investment managers reported a EPM position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $66.4M. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 101 to 118. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
EPM 13F holders ranked 101–118 of 118
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 101 | Farther Finance Advisors#101 · 325 sh | 325 | $1.2K | — | +56.2% |
| 102 | Mosley Wealth Management#102 · 300 sh | 300 | $1.1K | — | 0.0% |
| 103 | Larson Financial Group#103 · 298 sh | 298 | $1.1K | 0.00% | New |
| 104 | Sterling Capital Management#104 · 228 sh | 228 | $839.00 | — | -25.0% |
| 105 | SBI Securities , Ltd.#105 · 227 sh | 227 | $835.00 | — | -8.1% |
| 106 | ROTHSCHILD INVESTMENT#106 · 217 sh | 217 | $799.00 | 0.00% | +110.7% |
| 107 | Cassaday & Wealth Management#107 · 200 sh | 200 | $736.00 | — | -47.4% |
| 108 | True Wealth Design#108 · 132 sh | 132 | $486.00 | — | +6500.0% |
| 109 | Fortitude Family Office#109 · 73 sh | 73 | $269.00 | — | New |
| 110 | TD PRIVATE CLIENT WEALTH#110 · 67 sh | 67 | $247.00 | 0.00% | New |
| 111 | IFP Advisors#111 · 65 sh | 65 | $239.00 | — | +3150.0% |
| 112 | Clearstead Advisors#112 · 19 sh | 19 | $71.00 | 0.00% | New |
| 113 | CREATIVE FINANCIAL DESIGNS#113 · 18 sh | 18 | $66.00 | 0.00% | +5.9% |
| 114 | SJS Investment Consulting#114 · 11 sh | 11 | $41.00 | — | New |
| 115 | Caitong International Asset Management , Ltd#115 · 9 sh | 9 | $33.00 | 0.00% | New |
| 116 | MJT & Associates Financial Advisory Group#116 · 1 sh | 1 | $1.00 | — | 0.0% |
| 117 | Covestor Ltd#117 · 24 sh | 24 | $0.00 | 0.00% | +26.3% |
| 118 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM#118 · 443 sh | 443 | — | — | New |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.