EVERFORTH INC (EFOR)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
231
Reporting holders
$776.0M
Reported value
105.2%
Of shares outstanding
0.5%
Held as options
+3
Holder change
Institutions report 43,121,971 shares against 41,000,000 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end. Over 100% because an adviser and a sub-adviser can both report the same shares, and both are counted.
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $133.3M | 7,461,705 | 0.00% | 8q | +11.9%+$14.2M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $58.8M | 3,289,850 | 0.00% | 2q | HELD |
| AQR CAPITAL MANAGEMENT LLC | $37.8M | 2,114,423 | 0.01% | 31q | -16.4%-$7.4M |
| D. E. Shaw & Co., Inc. | $34.4M | 1,923,057 | 0.02% | 9q | +232.8%+$24.0M |
| STATE STREET CORP | $33.0M | 1,845,006 | 0.00% | 31q | +5.9%+$1.8M |
| VANGUARD CAPITAL MANAGEMENT LLC | $31.6M | 1,770,787 | 0.00% | 2q | +0.8%+$254.1K |
| DIMENSIONAL FUND ADVISORS LP | $29.1M | 1,626,085 | 0.01% | 31q | -14.2%-$4.8M |
| GEODE CAPITAL MANAGEMENT, LLC | $24.5M | 1,373,422 | 0.00% | 31q | HELD |
| Pathstone Holdings, LLC | $22.9M | 1,280,177 | 0.07% | 11q | +6.5%+$1.4M |
| GOLDMAN SACHS GROUP INC | $20.5M | 1,146,390 | 0.00% | 31q | +28.5%+$4.5M |
| BAMCO INC /NY/ | $16.3M | 910,800 | 0.02% | 31q | -14.1%-$2.7M |
| AMERIPRISE FINANCIAL INC | $16.0M | 896,710 | 0.00% | 31q | -17.7%-$3.4M |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $14.6M | 817,919 | 0.04% | 9q | +19.2%+$2.4M |
| NEW SOUTH CAPITAL MANAGEMENT INC | $14.2M | 792,624 | 0.62% | new | NEW |
| MORGAN STANLEY | $13.7M | 768,988 | 0.00% | 33q | +10.4%+$1.3M |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | $12.7M | 711,516 | 0.25% | 31q | +30.7%+$3.0M |
| Allianz Asset Management GmbH | $11.8M | 660,144 | 0.01% | 11q | +28.4%+$2.6M |
| JACOBS LEVY EQUITY MANAGEMENT, INC | $10.5M | 584,996 | 0.04% | new | NEW |
| GLENMEDE TRUST CO NA | $9.9M | 555,440 | 0.04% | 29q | +164.7%+$6.2M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $9.6M | 538,930 | 0.00% | 31q | -7.0%-$727.6K |
| Sixth Street Partners Management Company, L.P. | $9.6M | 538,930 | 0.00% | new | NEW |
| Point72 Asset Management, L.P. | $9.5M | 529,793 | 0.01% | 2q | +5.0%+$449.4K |
| BANK OF AMERICA CORP /DE/ | $9.2M | 512,563 | 0.00% | 31q | +40.8%+$2.7M |
| PRUDENTIAL FINANCIAL INC | $9.0M | 502,827 | 0.01% | 31q | +49.7%+$3.0M |
| NORTHERN TRUST CORP | $8.8M | 489,856 | 0.00% | 31q | +1.7%+$142.6K |
| Invesco Ltd. | $8.2M | 460,838 | 0.00% | 31q | -74.3%-$23.8M |
| JPMORGAN CHASE & CO | $8.0M | 425,847 | 0.00% | 31q | +45.7%+$2.5M |
| FIL Ltd | $7.7M | 430,000 | 0.01% | 23q | -7.7%-$643.3K |
| Nuveen, LLC | $5.9M | 330,562 | 0.00% | 6q | +227.4%+$4.1M |
| Aristotle Capital Boston, LLC | $5.8M | 325,014 | 0.39% | 32q | -7.0%-$436.1K |
| Edgestream Partners, L.P. | $5.5M | 308,870 | 0.16% | new | NEW |
| PRINCIPAL FINANCIAL GROUP INC | $5.1M | 283,885 | 0.00% | 31q | -0.9%-$44.2K |
| Public Sector Pension Investment Board | $5.0M | 281,626 | 0.01% | 2q | +84.3%+$2.3M |
| VANGUARD FIDUCIARY TRUST CO | $4.8M | 270,082 | 0.00% | 2q | -1.5%-$71.7K |
| Creative Planning | $4.8M | 269,324 | 0.00% | 13q | +490.6%+$4.0M |
| INTRINSIC EDGE CAPITAL MANAGEMENT LLC | $4.5M | 250,000 | 0.46% | new | NEW |
| Bank of New York Mellon Corp | $4.2M | 236,189 | 0.00% | 31q | -5.9%-$265.4K |
| UBS Group AG | $3.9M | 217,633 | 0.00% | 31q | +68.1%+$1.6M |
| VICTORY CAPITAL MANAGEMENT INC | $3.8M | 213,437 | 0.00% | 31q | +37.9%+$1.0M |
| CITADEL ADVISORS LLC | $3.7M | 153,476 | 0.00% | 31q | HELD |
| SEI INVESTMENTS CO | $3.2M | 177,774 | 0.00% | 31q | -33.2%-$1.6M |
| EXCHANGE TRADED CONCEPTS, LLC | $3.1M | 175,154 | 0.01% | new | NEW |
| FIRST TRUST ADVISORS LP | $2.9M | 161,412 | 0.00% | 31q | +64.2%+$1.1M |
| MILLENNIUM MANAGEMENT LLC | $2.8M | 159,149 | 0.00% | new | NEW |
| Mariner, LLC | $2.6M | 146,526 | 0.00% | 4q | +344.9%+$2.0M |
| BOOTHBAY FUND MANAGEMENT, LLC | $2.4M | 134,138 | 0.03% | new | NEW |
| TWO SIGMA INVESTMENTS, LP | $2.4M | 133,622 | 0.00% | 4q | -3.7%-$90.7K |
| Orion Porfolio Solutions, LLC | $2.3M | 127,104 | 0.02% | 24q | +394.2%+$1.8M |
| ALLIANCEBERNSTEIN L.P. | $2.2M | 58,054 | 0.00% | 31q | +9.1%+$187.6K |
| RHUMBLINE ADVISERS | $2.2M | 123,183 | 0.00% | new | NEW |
| Vanguard Global Advisers, LLC | $2.1M | 115,637 | 0.00% | 2q | +134.8%+$1.2M |
| CAPITAL FUND MANAGEMENT S.A. | $1.9M | 107,988 | 0.01% | new | NEW |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.9M | 54,086 | 0.00% | 31q | +87.6%+$899.5K |
| Quantinno Capital Management LP | $1.8M | 103,500 | 0.00% | 25q | +51.0%+$624.4K |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | $1.8M | 100,690 | 0.01% | 4q | +35.0%+$466.0K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $1.8M | 100,542 | 0.00% | 31q | -9.8%-$194.3K |
| Legal & General Group Plc | $1.7M | 93,942 | 0.00% | 31q | -5.1%-$90.4K |
| VARCOV Co. | $1.7M | 92,486 | 0.63% | 2q | +553.0%+$1.4M |
| Bleakley Financial Group, LLC | $1.6M | 89,746 | 0.02% | new | NEW |
| Tweedy, Browne Co LLC | $1.6M | 87,577 | 0.12% | new | NEW |
| BNP PARIBAS FINANCIAL MARKETS | $1.6M | 86,799 | 0.00% | 31q | -51.7%-$1.7M |
| CITIGROUP INC | $1.5M | 84,903 | 0.00% | 31q | -58.1%-$2.1M |
| Aquatic Capital Management LLC | $1.5M | 84,216 | 0.05% | new | NEW |
| Swiss National Bank | $1.4M | 78,700 | 0.00% | 31q | -6.9%-$103.6K |
| TUDOR INVESTMENT CORP ET AL | $1.4M | 76,836 | 0.00% | new | NEW |
| Russell Investments Group, Ltd. | $1.3M | 70,113 | 0.00% | 31q | -42.0%-$907.0K |
| Prosight Management, LP | $1.2M | 67,500 | 0.21% | new | NEW |
| Savant Capital, LLC | $1.2M | 66,693 | 0.00% | new | NEW |
| AE Wealth Management LLC | $1.2M | 66,161 | 0.01% | new | NEW |
| Brevan Howard Capital Management LP | $1.1M | 63,991 | 0.01% | 2q | +599.3%+$980.0K |
| XTX Topco Ltd | $1.1M | 61,221 | 0.01% | 3q | +330.3%+$839.7K |
| Louisiana State Employees Retirement System | $1.1M | 36,900 | 0.01% | 31q | +95.2%+$513.8K |
| AMERICAN CENTURY COMPANIES INC | $962.9K | 53,884 | 0.00% | 5q | -10.4%-$112.1K |
| Merit Financial Group, LLC | $961.2K | 53,786 | 0.00% | 2q | +870.0%+$862.1K |
| NORDEN GROUP LLC | $934.3K | 52,284 | 0.08% | new | NEW |
| MERCER GLOBAL ADVISORS INC /ADV | $912.1K | 51,039 | 0.00% | 4q | +257.7%+$657.1K |
| DEUTSCHE BANK AG\ | $910.0K | 50,923 | 0.00% | 33q | -78.9%-$3.4M |
| Larson Financial Group LLC | $901.3K | 50,435 | 0.02% | new | NEW |
| Wealthspire Advisors, LLC | $893.5K | 50,000 | 0.00% | new | NEW |
| IEQ CAPITAL, LLC | $876.8K | 49,065 | 0.00% | 5q | +11.4%+$89.9K |
| JANE STREET GROUP, LLC | $843.5K | options only | 0.00% | new | OPTIONS |
| DRIVE WEALTH MANAGEMENT, LLC | $835.0K | 46,727 | 0.15% | new | NEW |
| Militia Capital Management LLC | $813.1K | 45,500 | 0.02% | new | NEW |
| COMMONWEALTH EQUITY SERVICES, LLC | $788.1K | 44,101 | 0.00% | new | NEW |
| FMR LLC | $757.4K | 42,383 | 0.00% | 31q | -93.9%-$11.6M |
| STRS OHIO | $752.3K | 42,100 | 0.00% | new | NEW |
| VANGUARD ASSET MANAGEMENT, Ltd | $730.8K | 40,897 | 0.00% | 2q | +15.5%+$97.9K |
| OSSIAM | $711.2K | 39,800 | 0.01% | 4q | HELD |
| WELLS FARGO & COMPANY/MN | $653.3K | 36,559 | 0.00% | 31q | +7.0%+$42.8K |
| Cerity Partners LLC | $647.4K | 36,230 | 0.00% | 4q | +18.4%+$100.7K |
| Caisse de depot et placement du Quebec | $618.3K | 34,600 | 0.00% | 2q | HELD |
| FRANKLIN RESOURCES INC | $609.7K | 34,121 | 0.00% | 2q | +127.6%+$341.8K |
| Man Group plc | $608.2K | 34,034 | 0.00% | 3q | -64.1%-$1.1M |
| FEDERATED HERMES, INC. | $566.9K | 31,722 | 0.00% | 31q | -82.7%-$2.7M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $543.3K | 30,974 | 0.00% | 4q | +21.2%+$95.1K |
| Wedmont Private Capital | $527.3K | 30,060 | 0.01% | new | NEW |
| OCCUDO QUANTITATIVE STRATEGIES LP | $515.5K | 28,845 | 0.03% | new | NEW |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $504.0K | 28,225 | 0.00% | 3q | -97.4%-$19.2M |
| Triad Wealth Partners, LLC | $495.1K | 16,614 | 0.03% | new | NEW |
| WOLVERINE ASSET MANAGEMENT LLC | $479.3K | 26,824 | 0.00% | new | NEW |
Showing the largest 100 of 250 reported holders.
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 |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 231 | $776.0M | 43,121,971 | 75 | 68 | 55 | 0.5% |
| Q1 2026 | 228 | $1.7B | 42,785,394 | 38 | 94 | 64 | 0.1% |
| Q4 2025 | 251 | $1.9B | 40,013,413 | 32 | 84 | 99 | 0.0% |
| Q3 2025 | 264 | $2.0B | 41,774,484 | 44 | 98 | 85 | 2.2% |
| Q2 2025 | 253 | $2.1B | 42,065,603 | 30 | 83 | 99 | 0.1% |
| Q1 2025 | 273 | $2.6B | 41,567,720 | 36 | 93 | 89 | 0.1% |
| Q4 2024 | 279 | $3.4B | 41,101,548 | 37 | 78 | 98 | 0.1% |
| Q3 2024 | 265 | $3.9B | 41,366,311 | 34 | 75 | 95 | 0.2% |
| Q2 2024 | 267 | $3.6B | 41,268,650 | 53 | 70 | 92 | 0.2% |
| Q1 2024 | 247 | $4.4B | 41,877,974 | 31 | 70 | 91 | 0.2% |
| Q4 2023 | 244 | $4.1B | 42,464,718 | 28 | 68 | 97 | 0.2% |
| Q3 2023 | 225 | $3.5B | 42,452,809 | 32 | 71 | 82 | 0.3% |
| Q2 2023 | 213 | $3.3B | 43,842,591 | 22 | 85 | 75 | 0.2% |
| Q1 2023 | 226 | $4.0B | 48,905,631 | 28 | 88 | 75 | 0.1% |
| Q4 2022 | 200 | $3.2B | 40,308,189 | 24 | 54 | 83 | 0.1% |
| Q3 2022 | 274 | $4.4B | 48,857,938 | 19 | 78 | 113 | 0.0% |
| Q2 2022 | 286 | $4.4B | 48,709,382 | 38 | 95 | 98 | 0.1% |
| Q1 2022 | 281 | $5.7B | 48,659,236 | 29 | 88 | 104 | 0.1% |
| Q4 2021 | 298 | $6.0B | 48,769,140 | 56 | 75 | 111 | 0.2% |
| Q3 2021 | 251 | $5.7B | 49,842,537 | 18 | 79 | 95 | 0.1% |
| Q2 2021 | 268 | $4.9B | 49,942,664 | 17 | 77 | 104 | 0.1% |
| Q1 2021 | 280 | $4.8B | 50,527,879 | 34 | 85 | 101 | 0.2% |
| Q4 2020 | 271 | $4.3B | 51,154,684 | 31 | 79 | 99 | 0.2% |
| Q3 2020 | 275 | $3.2B | 49,711,087 | 40 | 66 | 111 | 0.1% |
| Q2 2020 | 248 | $3.3B | 49,528,523 | 42 | 83 | 83 | 0.4% |
| Q1 2020 | 243 | $1.7B | 48,672,170 | 39 | 81 | 80 | 0.2% |
| Q4 2019 | 264 | $3.6B | 50,155,558 | 27 | 79 | 104 | 0.3% |
| Q3 2019 | 265 | $3.1B | 48,895,462 | 26 | 83 | 90 | 0.2% |
| Q2 2019 | 275 | $3.1B | 50,890,549 | 31 | 87 | 94 | 0.7% |
| Q1 2019 | 292 | $3.2B | 49,574,676 | 33 | 96 | 110 | 0.3% |
| Q4 2018 | 298 | $2.6B | 48,127,777 | 6 | 8 | 3 | 0.1% |