EPMEVOLUTION PETE CORP
CUSIP 30049A107 · Yahoo Finance ↗ · Google Finance ↗
Evolution Pete Corp (EPM) has 121 institutional holders in Filings Flow’s 13F database, together reporting 17.88M shares worth $81M as of Q1 2026. The largest reported holders are Blackrock, Inc., Wealthtrust Axiom LLC, and Dimensional Fund Advisors LP.
Institutional Holders
121
Q1 2026
Reported Value
$81M
Ticker
EPM
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| WealthTrust Axiom LLC$406M AUM | 2.41% | $10M | 2.14M | Q1 2026OLDER |
| Register Financial Advisors LLC$271M AUM | 0.57% | $2M | 336.8K | Q1 2026OLDER |
| Ranger Investment Management, L.P.$1.4B AUM | 0.32% | $5M | 943.8K | Q3 2025OLDER |
| Castleview Partners, LLC$195M AUM | 0.22% | $436,474 | 95.3K | Q1 2026OLDER |
| North Star Investment Management Corp.$1.7B AUM | 0.12% | $2M | 431.2K | Q1 2026OLDER |
| CWA Asset Management Group, LLC$2.9B AUM | 0.11% | $3M | 709.3K | Q1 2026OLDER |
| CERTIOR FINANCIAL GROUP, LLC$157M AUM | 0.07% | $109,276 | 30.9K | Q4 2025OLDER |
| Odyssean, LLC$274M AUM | 0.05% | $146,244 | 31.9K | Q1 2026OLDER |
| Chancellor Financial Group WB LP$141M AUM | 0.05% | $66,875 | 14.6K | Q1 2026OLDER |
| Michels Family Financial, LLC$139M AUM | 0.04% | $56,695 | 12.4K | Q1 2026OLDER |
| OXFORD ASSET MANAGEMENT LLP$268M AUM | 0.02% | $58,019 | 12.7K | Q1 2026OLDER |
| River Road Asset Management, LLC$8.8B AUM | 0.02% | $2M | 537.4K | Q4 2025OLDER |
| Jackson Hole Capital Partners, LLC$605M AUM | 0.02% | $125,900 | 27.5K | Q1 2026OLDER |
| Advisor OS, LLC$1.4B AUM | 0.02% | $239,790 | 52.4K | Q1 2026OLDER |
| CONNORS INVESTOR SERVICES INC$1.1B AUM | 0.02% | $202,614 | 42.0K | Q3 2025OLDER |
| Dynamic Technology Lab Private Ltd$615M AUM | 0.02% | $70,000 | 19.8K | Q4 2025OLDER |
| Ellevest, Inc.$719M AUM | 0.01% | $89,924 | 19.6K | Q1 2026OLDER |
| Arete Wealth Advisors, LLC$1.3B AUM | 0.01% | $188 | 53.0K | Q4 2025OLDER |
| Regent Peak Wealth Advisors LLC$490M AUM | 0.01% | $56,982 | 11.8K | Q3 2025OLDER |
| Rothschild Wealth LLC$1.1B AUM | 0.01% | $125,068 | 27.3K | Q1 2026OLDER |
| RITHOLTZ WEALTH MANAGEMENT$5.8B AUM | 0.01% | $602,623 | 131.6K | Q1 2026OLDER |
| Interchange Capital Partners, LLC$317M AUM | 0.01% | $49,594 | 14.0K | Q4 2025OLDER |
| Graham Capital Management, L.P.$4.1B AUM | 0.01% | $283,355 | 61.9K | Q1 2026OLDER |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.01% | $4M | 952.9K | Q1 2026OLDER |
| Ethic Inc.$6.4B AUM | 0.01% | $358,728 | 78.3K | Q1 2026OLDER |
| NFSG Corp$608M AUM | 0.01% | $31,946 | 7.0K | Q1 2026OLDER |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC$5.0B AUM | 0.01% | $253,274 | 55.3K | Q1 2026OLDER |
| OCCUDO QUANTITATIVE STRATEGIES LP$1.8B AUM | 0.00% | $65,154 | 18.4K | Q4 2025OLDER |
| Inscription Capital, LLC$951M AUM | 0.00% | $37,892 | 10.7K | Q4 2025OLDER |
| SUMMIT SECURITIES GROUP LLC$810M AUM | 0.00% | $18,798 | 3.9K | Q3 2025OLDER |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$1.6B AUM | 0.00% | $59,041 | 12.9K | Q1 2026OLDER |
| Prosperity Consulting Group, LLC$2.2B AUM | 0.00% | $82,269 | 23.2K | Q4 2025OLDER |
| Engineers Gate Manager LP$8.0B AUM | 0.00% | $288,554 | 63.0K | Q1 2026OLDER |
| Sowell Financial Services LLC$2.7B AUM | 0.00% | $89,484 | 19.5K | Q1 2026OLDER |
| Kathmere Capital Management, LLC$1.6B AUM | 0.00% | $51,117 | 11.2K | Q1 2026OLDER |
| BARD ASSOCIATES INC$398M AUM | 0.00% | $11,450 | 2.5K | Q1 2026OLDER |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.00% | $567,595 | 123.9K | Q1 2026OLDER |
| AMERICAN CENTURY COMPANIES INC$194.3B AUM | 0.00% | $5M | 1.08M | Q1 2026OLDER |
| StoneX Group Inc.$1.9B AUM | 0.00% | $35,835 | 10.1K | Q4 2025OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.00% | $5M | 1.03M | Q1 2026OLDER |
| DIMENSIONAL FUND ADVISORS LP$481.4B AUM | 0.00% | $7M | 1.45M | Q1 2026OLDER |
| Vanguard Personalized Indexing Management, LLC$10.2B AUM | 0.00% | $127,466 | 27.8K | Q1 2026OLDER |
| XTX Topco Ltd$5.8B AUM | 0.00% | $67,157 | 14.7K | Q1 2026OLDER |
| Schonfeld Strategic Advisors LLC$14.2B AUM | 0.00% | $159,310 | 34.8K | Q1 2026OLDER |
| Summit Trail Advisors, LLC$7.0B AUM | 0.00% | $71,008 | 15.5K | Q1 2026OLDER |
| Point72 Asset Management, L.P.$78.1B AUM | 0.00% | $768,345 | 167.8K | Q1 2026OLDER |
| COLDSTREAM CAPITAL MANAGEMENT INC$8.1B AUM | 0.00% | $73,414 | 16.0K | Q1 2026OLDER |
| Metis Global Partners, LLC$4.1B AUM | 0.00% | $36,083 | 10.2K | Q4 2025OLDER |
| Versant Capital Management, Inc$1.1B AUM | 0.00% | $5,153 | 1.1K | Q3 2025OLDER |
| Mosley Wealth Management$221M AUM | 0.00% | $1,446 | 300 | Q1 2026OLDER |
| Quantinno Capital Management LP$59.9B AUM | 0.00% | $304,708 | 66.5K | Q1 2026OLDER |
| COMERICA BANK$25.1B AUM | 0.00% | $118,601 | 33.5K | Q4 2025OLDER |
| Police & Firemen's Retirement System of New Jersey$11.7B AUM | 0.00% | $50,788 | 11.1K | Q1 2026OLDER |
| INTECH INVESTMENT MANAGEMENT LLC$10.2B AUM | 0.00% | $46,944 | 13.3K | Q4 2025OLDER |
| MetLife Investment Management, LLC$19.6B AUM | 0.00% | $84,056 | 17.4K | Q3 2025OLDER |
| Ameritas Investment Partners, Inc.$3.3B AUM | 0.00% | $11,931 | 2.6K | Q1 2026OLDER |
| Connor, Clark & Lunn Investment Management Ltd.$43.4B AUM | 0.00% | $148,117 | 32.3K | Q1 2026OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.00% | $11,074 | 3.0K | Q2 2026 |
| Smartleaf Asset Management LLC$2.8B AUM | 0.00% | $8,994 | 1.9K | Q1 2026OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $11,881 | 2.6K | Q1 2026OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.00% | $228,029 | 49.8K | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $2M | 396.2K | Q1 2026OLDER |
| VANGUARD FIDUCIARY TRUST CO$396.1B AUM | 0.00% | $955,516 | 208.6K | Q1 2026OLDER |
| Equitable Holdings, Inc.$15.5B AUM | 0.00% | $35,400 | 10.0K | Q1 2026OLDER |
| Cerity Partners LLC$70.8B AUM | 0.00% | $139,982 | 29.0K | Q3 2025OLDER |
| GEODE CAPITAL MANAGEMENT, LLC$1.61T AUM | 0.00% | $4M | 778.4K | Q1 2026OLDER |
| BlackRock, Inc.$5.72T AUM | 0.00% | $11M | 2.37M | Q1 2026OLDER |
| NORTHERN TRUST CORP$756.6B AUM | 0.00% | $1M | 308.8K | Q1 2026OLDER |
| Golden State Wealth Management, LLC$915M AUM | 0.00% | $1,685 | 368 | Q1 2026OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $4,820 | 1.0K | Q3 2025OLDER |
| MILLENNIUM MANAGEMENT LLC$240.3B AUM | 0.00% | $402,284 | 87.8K | Q1 2026OLDER |
| GAMMA Investing LLC$2.7B AUM | 0.00% | $4,497 | 1.2K | Q2 2026 |
| Legacy Wealth Managment, LLC/ID$201M AUM | 0.00% | $335 | 73 | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $1M | 285.6K | Q1 2026OLDER |
| VANGUARD CAPITAL MANAGEMENT LLC$4.04T AUM | 0.00% | $6M | 1.25M | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.00% | $2M | 660.0K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.00% | $909,189 | 198.5K | Q1 2026OLDER |
| VICTORY CAPITAL MANAGEMENT INC$156.1B AUM | 0.00% | $171,631 | 37.5K | Q1 2026OLDER |
| STATE STREET CORP$2.90T AUM | 0.00% | $3M | 692.5K | Q1 2026OLDER |
| RHUMBLINE ADVISERS$116.9B AUM | 0.00% | $122,415 | 26.7K | Q1 2026OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $65,146 | 14.2K | Q1 2026OLDER |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$73.7B AUM | 0.00% | $69,506 | 15.2K | Q1 2026OLDER |
| VANGUARD GROUP INC$6.90T AUM | 0.00% | $6M | 1.63M | Q4 2025OLDER |
| Nuveen, LLC$369.3B AUM | 0.00% | $283,955 | 62.0K | Q1 2026OLDER |
| D. E. Shaw & Co., Inc.$166.3B AUM | 0.00% | $126,811 | 27.7K | Q1 2026OLDER |
| Bank of New York Mellon Corp$543.9B AUM | 0.00% | $391,983 | 85.6K | Q1 2026OLDER |
| IMA Advisory Services, Inc.$1.0B AUM | 0.00% | $747 | 11 | Q4 2025OLDER |
| Russell Investments Group, Ltd.$93.1B AUM | 0.00% | $66,088 | 14.4K | Q1 2026OLDER |
| Focus Partners Wealth$89.9B AUM | 0.00% | $63,836 | 13.9K | Q1 2026OLDER |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $153,548 | 33.5K | Q1 2026OLDER |
| SEI INVESTMENTS CO$108.4B AUM | 0.00% | $74,649 | 16.3K | Q1 2026OLDER |
| TWO SIGMA INVESTMENTS, LP$123.9B AUM | 0.00% | $82,591 | 18.0K | Q1 2026OLDER |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC$654.5B AUM | 0.00% | $406,644 | 88.8K | Q1 2026OLDER |
| NEW YORK STATE COMMON RETIREMENT FUND$71.6B AUM | 0.00% | $43,794 | 9.6K | Q1 2026OLDER |
| Squarepoint Ops LLC$85.1B AUM | 0.00% | $55,305 | 15.6K | Q4 2025OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.00% | $310,477 | 67.8K | Q2 2026 |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.00% | $36,225 | 7.9K | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $364,856 | 79.7K | Q1 2026OLDER |
| Arax Advisory Partners$3.5B AUM | 0.00% | $1,635 | 357 | Q1 2026OLDER |
| VANGUARD PORTFOLIO MANAGEMENT LLC$1.91T AUM | 0.00% | $857,903 | 187.3K | Q1 2026OLDER |
| DEUTSCHE BANK AG\$302.7B AUM | 0.00% | $134,062 | 29.3K | Q1 2026OLDER |
| Invesco Ltd.$653.3B AUM | 0.00% | $276,233 | 60.3K | Q1 2026OLDER |
| MassMutual Private Wealth & Trust, FSB$3.9B AUM | 0.00% | $1,639 | 463 | Q4 2025OLDER |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$184.8B AUM | 0.00% | $75,465 | 16.5K | Q1 2026OLDER |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE$116.3B AUM | 0.00% | $45,997 | 10.0K | Q1 2026OLDER |
| Cassaday & Co Wealth Management LLC$4.7B AUM | 0.00% | $1,741 | 380 | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $291,494 | 63.6K | Q1 2026OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.00% | $482 | 100 | Q3 2025OLDER |
| SBI Securities Co., Ltd.$3.6B AUM | 0.00% | $1,131 | 247 | Q1 2026OLDER |
| ALLIANCEBERNSTEIN L.P.$308.8B AUM | 0.00% | $87,119 | 24.6K | Q1 2026OLDER |
| Vanguard Global Advisers, LLC$186.5B AUM | 0.00% | $51,072 | 11.2K | Q1 2026OLDER |
| Sterling Capital Management LLC$5.3B AUM | 0.00% | $1,392 | 304 | Q1 2026OLDER |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.00% | $472 | 103 | Q1 2026OLDER |
| Essential Partners LLC$250M AUM | 0.00% | $61 | 13 | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.00% | $325,629 | 71.1K | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $8,450 | 1.8K | Q1 2026OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $32,954 | 7.2K | Q1 2026OLDER |
| Allworth Financial LP$24.7B AUM | 0.00% | $4,292 | 937 | Q1 2026OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $569 | 124 | Q1 2026OLDER |
| BNP PARIBAS FINANCIAL MARKETS$205.8B AUM | 0.00% | $32,225 | 7.0K | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.00% | $53,744 | 11.7K | Q1 2026OLDER |
| WELLINGTON MANAGEMENT GROUP LLP$535.5B AUM | 0.00% | $75,785 | 16.5K | Q1 2026OLDER |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.00% | $52,841 | 11.0K | Q3 2025OLDER |
| PRICE T ROWE ASSOCIATES INC /MD/$865M AUM | 0.00% | $107 | 23.2K | Q1 2026OLDER |
| SIMPLEX TRADING, LLC$149.1B AUM | 0.00% | $20,294 | 5.7K | Q4 2025OLDER |
| Root Financial Partners, LLC$2.2B AUM | 0.00% | $247 | 54 | Q1 2026OLDER |
| BARCLAYS PLC$416.3B AUM | 0.00% | $45,570 | 9.9K | Q1 2026OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.00% | $909 | 208 | Q1 2026OLDER |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM$94.5B AUM | 0.00% | $6,829 | 1.9K | Q4 2025OLDER |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.00% | $80 | 17 | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.00% | $69,078 | 14.8K | Q1 2026OLDER |
| CITIGROUP INC$234.5B AUM | 0.00% | $7,483 | 1.6K | Q1 2026OLDER |
| Legal & General Group Plc$432.4B AUM | 0.00% | $13,703 | 3.0K | Q1 2026OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $6,389 | 1.4K | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.00% | $4,622 | 1.0K | Q1 2026OLDER |
| True Wealth Design, LLC$360M AUM | 0.00% | $10 | 2 | Q1 2026OLDER |
| FMR LLC$1.90T AUM | 0.00% | $31,072 | 6.8K | Q1 2026OLDER |
| Sunbelt Securities, Inc.$1.6B AUM | 0.00% | $23 | 5 | Q1 2026OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $5,000 | 1.1K | Q1 2026OLDER |
| MJT & Associates Financial Advisory Group, Inc.$151M AUM | 0.00% | $1 | 1 | Q2 2026 |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $9 | 2 | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $28 | 6 | Q1 2026OLDER |
| NISA INVESTMENT ADVISORS, LLC$27.0B AUM | 0.00% | $23 | 5 | Q1 2026OLDER |
| Clearstead Advisors, LLC$10.9B AUM | 0.00% | $5 | 1 | Q3 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.