EFOR · Company research
Everforth, Inc. (EFOR): Ownership & Institutional Holders
Reported institutional positions. Filing dates and sources matter.
RESEARCH CONTEXT
Understand the numbers
Reported institutional positions. Filing dates and sources matter. Use period, currency, units and source fields when interpreting values.
80records availableTechnology
Ownership & Institutional Holders data
Database-backed records only
| holder name | cik | period end | shares held | market value | ownership percent | shares change | shares change percent | filing date | data source |
|---|---|---|---|---|---|---|---|---|---|
| FRANKLIN RESOURCES INC | 38777 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 26138 | 467086 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| TWO SIGMA INVESTMENTS, LP | 1179392 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 133622 | 2387825 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| State of Tennessee, Department of Treasury | 1587973 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 17402 | 310974 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| US BANCORP \DE\ | 36104 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2708 | 48392 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| FIFTH THIRD BANCORP | 35527 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8720 | 155835 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Silver Grove Financial Group, Inc. | 2111172 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1333 | 23821 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| ALLSTATE CORP | 899051 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13836 | 247249 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| PRINCIPAL FINANCIAL GROUP INC | 1126328 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 283029 | 5057728 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| FOX RUN MANAGEMENT, L.L.C. | 1533457 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 16274 | 290816 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| Handelsbanken Fonder AB | 1398318 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10723 | 192 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| VANGUARD FIDUCIARY TRUST CO | 933478 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 270082 | 4826365 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| HFM Investment Advisors, LLC | 2067972 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3 | 54 | — | — | — | Aug 4, 2026 | SEC_13F_DATASET |
| VANGUARD CAPITAL MANAGEMENT LLC | 2100119 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1770787 | 31643964 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| DIMENSIONAL FUND ADVISORS LP | 354204 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1528699 | 27317851 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Mariner, LLC | 1373442 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 146526 | 2618658 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 1368163 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 16861 | 301306 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| BOOTHBAY FUND MANAGEMENT, LLC | 1549230 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 134138 | 2397046 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Ankerstar Wealth, LLC | 2053917 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13 | 232 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| GAMMA Investing LLC | 2010235 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2857 | 51055 | — | — | — | Jul 7, 2026 | SEC_13F_DATASET |
| Creative Planning | 1540235 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 267336 | 4777294 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| CITIGROUP INC | 831001 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 78646 | 1405404 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 314969 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 49592 | 886 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| Quarry LP | 1965207 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 54 | 965 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Invesco Ltd. | 914208 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 427954 | 7647538 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| SEI INVESTMENTS CO | 350894 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 177681 | 3175159 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Nuveen, LLC | 1871926 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 167690 | 2996620 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Strategic Wealth Partners, Ltd. | 1720777 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 285 | 5093 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Bank of New York Mellon Corp | 1390777 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 119424 | 2134107 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| Swiss National Bank | 1582202 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 78700 | 1406369 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Quantinno Capital Management LP | 1759654 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 103500 | 1849545 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Sixth Street Partners Management Company, L.P. | 1812095 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 538930 | 9630679 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| SummerHaven Investment Management, LLC | 1846436 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13916 | 248679 | — | — | — | Jul 21, 2026 | SEC_13F_DATASET |
| Savant Capital, LLC | 1482880 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 66693 | 1192177 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| NEW SOUTH CAPITAL MANAGEMENT INC | 1044797 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 782911 | 13990620 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 938076 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10872 | 194283 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| MetLife Investment Management, LLC | 1529735 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 22748 | 406507 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 1081019 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 904258 | 50602 | — | — | — | Aug 24, 2026 | SEC_13F_DATASET |
| WealthCollab, LLC | 2017870 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2008 | 35883 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| RHUMBLINE ADVISERS | 1115418 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 123183 | 2201254 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Vanguard Global Advisers, LLC | 1811242 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 115637 | 2066433 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| NISA INVESTMENT ADVISORS, LLC | 937615 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 548 | 9793 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| Triad Wealth Partners, LLC | 2012717 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 16614 | 495097 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| VANGUARD ASSET MANAGEMENT, Ltd | 1680208 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 40897 | 730829 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Arax Advisory Partners | 1586767 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5787 | 103414 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| NEW YORK STATE COMMON RETIREMENT FUND | 810265 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 14049 | 251056 | — | — | — | Jul 29, 2026 | SEC_13F_DATASET |
| Edgestream Partners, L.P. | 1535061 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 308870 | 5519507 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Wealthspire Advisors, LLC | 1646247 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 50000 | 893500 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Clearstead Advisors, LLC | 842775 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 114 | 2038 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| Godfrey Financial Associates, Inc. | 2097943 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 52 | 929 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Tweedy, Browne Co LLC | 732905 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 87577 | 1565001 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| FIL Ltd | 318989 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 430000 | 7684100 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 1007280 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 100690 | 1799330 | — | — | — | Aug 17, 2026 | SEC_13F_DATASET |
| Global Retirement Partners, LLC | 1749744 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1 | 18 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| Quent Capital, LLC | 1912338 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 148 | 2645 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| IMC-Chicago, LLC | 1452861 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 15900 | 284133 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| FMR LLC | 315066 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 40545 | 724539 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| New Age Alpha Advisors, LLC | 1764807 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 19393 | 346553 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| AMALGAMATED BANK | 919192 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11005 | 197 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| CANADA LIFE ASSURANCE Co | 1046192 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 29911 | 534 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| BlackRock, Inc. | 2012383 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 550158 | 9831323 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | 921739 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 28225 | 504000 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Owl Creek Wealth Partners LLC | 2133805 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 250 | 4468 | — | — | — | Jul 20, 2026 | SEC_13F_DATASET |
| XTX Topco Ltd | 1828301 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 61221 | 1094019 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| SouthState Bank Corp | 764038 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 203 | 3628 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| EXCHANGE TRADED CONCEPTS, LLC | 1457320 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 87577 | 1565001 | — | — | — | Jul 22, 2026 | SEC_13F_DATASET |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1632972 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 30974 | 543284 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| Smithfield Trust Co | 1019754 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 185 | 3 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Nykredit A/S | 1847328 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 464 | 8292 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Walleye Capital LLC | 1758720 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8500 | 151895 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| HARBOR CAPITAL ADVISORS, INC. | 1039128 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 18829 | 336 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Caisse de depot et placement du Quebec | 898286 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 34600 | 618302 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| GSA CAPITAL PARTNERS LLP | 1362033 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 39084 | 698 | — | — | — | Aug 6, 2026 | SEC_13F_DATASET |
| Man Group plc | 1637460 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 34034 | 608188 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Larson Financial Group LLC | 1731061 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 50435 | 901273 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Quadrature Capital Ltd | 1651424 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 22139 | 395624 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| OSAIC HOLDINGS, INC. | 1677044 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1589 | 28395 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Essential Partners LLC | 2136442 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 40 | 715 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| Bayforest Capital Ltd | 2048423 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1276 | 22802 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Janney Montgomery Scott LLC | 1329948 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 15676 | 280 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| BAMCO INC /NY/ | 1017918 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 910800 | 16275996 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.