DaveManuel.com · Institutional Ownership · Who Owns It
EVOLUTION PETE CORP (EPM)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
122
Reporting holders
$67.0M
Reported value
0.8%
Calls
0.1%
Puts
-3
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
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 |
| 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 | +64.7%+$161.4K |
| 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 |
| CITADEL ADVISORS LLC | $335.5K incl. $156.4K options CALL | 48,677 | 0.00% | 24q | -85.1%-$1.9M |
| Schonfeld Strategic Advisors LLC | $335.5K | 91,173 | 0.00% | 3q | +162.1%+$207.5K |
| RITHOLTZ WEALTH MANAGEMENT | $312.1K | 84,817 | 0.00% | 4q | -35.5%-$172.1K |
| 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 CALL+PUT | 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 |
| MERCER GLOBAL ADVISORS INC /ADV | $159.2K | 43,250 | 0.00% | 4q | +204.1%+$106.8K |
| 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 CALL | 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 |
| Cambridge Investment Research Advisors, Inc. | $90.0K | 24,600 | 0.00% | 12q | +100.0%+$45.0K |
| Lido Advisors, LLC | $87.5K | 23,787 | 0.00% | new | NEW |
| PRICE T ROWE ASSOCIATES INC /MD/ | $86.0K | 23,204 | 0.00% | 7q | HELD |
| 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 CALL | 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 CALL+PUT | options only | 0.00% | 31q | OPTIONS |
| State of Alaska, Department of Revenue | $24.0K | 6,601 | 0.00% | 3q | HELD |
| 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 |
| 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 | -13.5% |
| HARBOR CAPITAL ADVISORS, INC. | $3.0K | 862 | 0.00% | 8q | +131.7%+$1.7K |
Showing the largest 100 of 122 reported holders.
What the company announced
Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.
| Filed | Event date | What | Source |
|---|---|---|---|
| 2026-08-20 | 2026-08-18 | Material agreement entered | filing |
| 2026-08-18 | 2026-08-18 | Material agreement entered | filing |
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 |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 21 | $7.0M | 1,987,930 | 2 | 11 | 3 | 0.0% |
| Q2 2026 | 122 | $67.0M | 18,042,057 | 20 | 45 | 31 | 0.9% |
| Q1 2026 | 125 | $82.6M | 17,871,259 | 24 | 39 | 37 | 0.9% |
| Q4 2025 | 118 | $64.6M | 18,165,232 | 20 | 33 | 42 | 0.4% |
| Q3 2025 | 119 | $96.7M | 19,969,000 | 16 | 39 | 31 | 0.4% |
| Q2 2025 | 112 | $92.8M | 19,528,458 | 12 | 38 | 37 | 0.8% |
| Q1 2025 | 113 | $101.7M | 19,393,559 | 10 | 35 | 41 | 1.2% |
| Q4 2024 | 114 | $102.2M | 19,269,227 | 13 | 40 | 26 | 1.4% |
| Q3 2024 | 112 | $101.1M | 18,747,415 | 28 | 33 | 25 | 1.5% |
| Q2 2024 | 102 | $102.2M | 19,008,084 | 17 | 41 | 25 | 2.0% |
| Q1 2024 | 103 | $128.9M | 20,678,340 | 14 | 32 | 39 | 1.5% |
| Q4 2023 | 113 | $122.6M | 20,657,573 | 10 | 47 | 33 | 2.1% |
| Q3 2023 | 119 | $142.9M | 20,334,721 | 22 | 42 | 35 | 2.7% |
| Q2 2023 | 116 | $169.7M | 20,520,060 | 38 | 33 | 27 | 2.4% |
| Q1 2023 | 106 | $119.1M | 18,519,946 | 16 | 42 | 26 | 1.9% |
| Q4 2022 | 104 | $152.5M | 19,932,953 | 13 | 24 | 38 | 1.3% |
| Q3 2022 | 99 | $145.0M | 20,489,908 | 25 | 29 | 24 | 1.7% |
| Q2 2022 | 82 | $117.2M | 21,239,882 | 10 | 17 | 38 | 1.1% |
| Q1 2022 | 86 | $148.6M | 21,757,021 | 17 | 25 | 20 | 0.6% |
| Q4 2021 | 78 | $108.5M | 21,246,963 | 10 | 30 | 16 | 1.1% |
| Q3 2021 | 79 | $118.9M | 20,793,121 | 11 | 18 | 32 | 0.7% |
| Q2 2021 | 78 | $106.6M | 21,378,073 | 17 | 23 | 27 | 0.5% |
| Q1 2021 | 78 | $76.9M | 22,672,657 | 9 | 25 | 25 | 0.4% |
| Q4 2020 | 79 | $65.2M | 22,550,047 | 8 | 25 | 29 | 0.8% |
| Q3 2020 | 80 | $50.8M | 22,495,524 | 9 | 16 | 31 | 0.8% |
| Q2 2020 | 82 | $64.0M | 22,760,205 | 5 | 28 | 24 | 0.5% |
| Q1 2020 | 95 | $65.9M | 25,217,846 | 12 | 27 | 35 | 0.1% |
| Q4 2019 | 102 | $139.4M | 25,409,519 | 10 | 35 | 33 | 0.3% |
| Q3 2019 | 111 | $145.0M | 24,783,022 | 11 | 42 | 29 | 0.2% |
| Q2 2019 | 115 | $175.6M | 24,480,232 | 9 | 41 | 35 | 0.4% |
| Q1 2019 | 123 | $201.9M | 29,844,757 | 16 | 40 | 34 | 0.2% |
| Q4 2018 | 120 | $199.5M | 29,121,351 | 4 | 3 | 1 | 0.5% |