AI summary pending
View Full Filing (SEC EDGAR)Evolution Petroleum CORP
$3.75+1.1%
+$2.8M
Net Activity
+1.29% total shares
Institutions Holding
120
Popularity Rank
#4188
Avg Weight
0.02%
Total Value
$67.4M
Market Cap
$128.4M
120 institutions currently hold EPM, with 68 net buyers and 53 net sellers this quarter.
Institutional Moves (Q2 2026)
Neutral
Based on recent trading activity
Net Selling Institutions
53
Net Buying Institutions
68
Top 5 by Value
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Across its top 20 institutional holders, EPM's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 4/100, avg. turnover score 25/100).
EPM ranks #4188 out of 37696 tracked stocks by institutional interest, inside the more closely watched half of our coverage.
120 institutions disclose a position in EPM, but none treat it as a major bet — even WealthTrust Axiom LLC, its most concentrated holder, allocates just 1.8% of its own portfolio to it.
Farther Finance Advisors, LLC has added to its EPM position for two straight quarters, increasing it by $617.0 to reach $1.5K today.
NFSG Corp has trimmed its EPM position for two straight quarters, cutting it by $7.3K while still holding $24.7K.
EPM is up 1.1% today, and institutions have been net buyers of $2.8M this quarter — today's price move and the underlying institutional flow are pointing the same direction.
EPM reported a net loss of $2.4M over the trailing twelve months.
+$6.7M
Total Buy Value
$6.7M
Total Sell Value
68
Net Buyers
53
Net Sellers
EPM
Q2 2026
Top 5 Institutional Movers
EPM does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.
13F data as of 2026-09-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.
No Form 144 planned sale filings in the last 90 days
No Schedule 13D/13G filings for this ticker
4
Filings (14d)
AI summary pending
View Full Filing (SEC EDGAR)Evolution Petroleum Corporation (ticker: EPM) filed an 8-K on August 20, 2026 announcing that it has closed its previously announced acquisition. The news came through Item 7.01 (Regulation FD), with the company's press release attached to the filing as Exhibit 99.1. Worth noting: this excerpt doesn't spell out any deal specifics — there's no target name, purchase price, or financing detail — so you'd need the full news release for those.
View Full Filing (SEC EDGAR)AI summary pending
View Full Filing (SEC EDGAR)AI summary pending
View Full Filing (SEC EDGAR)30049A107
The most-added stocks by 13F institutions this quarter
Institutions Holding
6,278
Total reported value
$2.2T
3254 13F institutions increased their position this quarter
Institutions Holding
6,025
Total reported value
$3.6T
3054 13F institutions increased their position this quarter
Institutions Holding
6,188
Total reported value
$1.8T
2995 13F institutions increased their position this quarter
The most widely held stocks tracked across all 13F institutions
Institutions Holding
4,789
Total reported value
$1.2T
Held by 4789 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,716
Total reported value
$473.6B
Held by 4716 institutions — one of the most-tracked stocks on AlphaSMO
Institutions Holding
4,662
Total reported value
$986.0B
Held by 4662 institutions — one of the most-tracked stocks on AlphaSMO
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