EFOR Everforth, Inc.
Everforth, Inc. (EFOR) Institutional Ownership
What the institutions did with EFOR last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended June 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| BlackRock, Inc. | 7.5M | 17.3% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 3.3M | 7.6% |
| AQR CAPITAL MANAGEMENT LLC | 2.1M | 4.9% |
| D. E. Shaw & Co., Inc. | 1.9M | 4.4% |
| STATE STREET CORP | 1.8M | 4.3% |
| VANGUARD CAPITAL MANAGEMENT LLC | 1.8M | 4.1% |
| DIMENSIONAL FUND ADVISORS LP | 1.6M | 3.8% |
| GEODE CAPITAL MANAGEMENT, LLC | 1.4M | 3.2% |
| Pathstone Holdings, LLC | 1.3M | 3.0% |
| GOLDMAN SACHS GROUP INC | 1.1M | 2.7% |
| BAMCO INC /NY/ | 910.8K | 2.1% |
| AMERIPRISE FINANCIAL INC | 896.7K | 2.1% |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 817.9K | 1.9% |
| NEW SOUTH CAPITAL MANAGEMENT INC | 792.6K | 1.8% |
| MORGAN STANLEY | 769.0K | 1.8% |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | 711.5K | 1.6% |
| Allianz Asset Management GmbH | 660.1K | 1.5% |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 585.0K | 1.4% |
| GLENMEDE TRUST CO NA | 555.4K | 1.3% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 538.9K | 1.2% |
| Point72 Asset Management, L.P. | 529.8K | 1.2% |
| BANK OF AMERICA CORP /DE/ | 512.6K | 1.2% |
| PRUDENTIAL FINANCIAL INC | 502.8K | 1.2% |
| NORTHERN TRUST CORP | 489.9K | 1.1% |
| Invesco Ltd. | 460.8K | 1.1% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| REINHART PARTNERS, LLC. | Sold Out | 1.7M | 0 | -1.7M |
| D. E. Shaw & Co., Inc. | Increased | 577.9K | 1.9M | +1.3M |
| Invesco Ltd. | Reduced | 1.8M | 460.8K | -1.3M |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | Reduced | 1.1M | 28.2K | -1.1M |
| SCHRODER INVESTMENT MANAGEMENT GROUP | Sold Out | 887.7K | 0 | -887.7K |
| NEW SOUTH CAPITAL MANAGEMENT INC | New | 0 | 792.6K | +792.6K |
| BlackRock, Inc. | Increased | 6.7M | 7.5M | +792.6K |
| FMR LLC | Reduced | 691.8K | 42.4K | -649.4K |
| JACOBS LEVY EQUITY MANAGEMENT, INC | New | 0 | 585.0K | +585.0K |
| Incline Global Management LLC | Sold Out | 439.7K | 0 | -439.7K |
| AQR CAPITAL MANAGEMENT LLC | Reduced | 2.5M | 2.1M | -416.2K |
| Boston Partners | Sold Out | 390.0K | 0 | -390.0K |
| AMERIPRISE FINANCIAL INC | Increased | 544.5K | 896.7K | +352.2K |
| GLENMEDE TRUST CO NA | Increased | 209.8K | 555.4K | +345.6K |
| Edgestream Partners, L.P. | New | 0 | 308.9K | +308.9K |
| DIMENSIONAL FUND ADVISORS LP | Reduced | 1.9M | 1.6M | -269.0K |
| GOLDMAN SACHS GROUP INC | Increased | 892.0K | 1.1M | +254.4K |
| INTRINSIC EDGE CAPITAL MANAGEMENT LLC | New | 0 | 250.0K | +250.0K |
| Nuveen, LLC | Increased | 101.0K | 330.6K | +229.6K |
| Creative Planning | Increased | 45.6K | 269.3K | +223.7K |
| DEUTSCHE BANK AG\ | Reduced | 240.8K | 50.9K | -189.9K |
| PRUDENTIAL FINANCIAL INC | Increased | 335.8K | 502.8K | +167.0K |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | Increased | 544.6K | 711.5K | +166.9K |
| MILLENNIUM MANAGEMENT LLC | New | 0 | 159.1K | +159.1K |
| CITADEL ADVISORS LLC | New | 0 | 153.5K | +153.5K |
| FEDERATED HERMES, INC. | Reduced | 183.3K | 31.7K | -151.6K |
| BAMCO INC /NY/ | Reduced | 1.1M | 910.8K | -150.0K |
| BANK OF AMERICA CORP /DE/ | Increased | 364.1K | 512.6K | +148.5K |
| Allianz Asset Management GmbH | Increased | 514.0K | 660.1K | +146.2K |
| BOOTHBAY FUND MANAGEMENT, LLC | New | 0 | 134.1K | +134.1K |
| JPMORGAN CHASE & CO | Increased | 292.2K | 425.8K | +133.7K |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | Increased | 686.1K | 817.9K | +131.8K |
| CONGRESS ASSET MANAGEMENT CO | Sold Out | 125.3K | 0 | -125.3K |
| RHUMBLINE ADVISERS | New | 0 | 123.2K | +123.2K |
| CITIGROUP INC | Reduced | 202.4K | 84.9K | -117.5K |
| Mariner, LLC | Increased | 32.9K | 146.5K | +113.6K |
| CAPITAL FUND MANAGEMENT S.A. | New | 0 | 108.0K | +108.0K |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | Sold Out | 107.9K | 0 | -107.9K |
| STATE STREET CORP | Increased | 1.7M | 1.8M | +102.3K |
| Orion Porfolio Solutions, LLC | Increased | 25.7K | 127.1K | +101.4K |
| BARCLAYS PLC | Reduced | 103.5K | 7.0K | -96.4K |
| Hillsdale Investment Management Inc. | Sold Out | 94.0K | 0 | -94.0K |
| BNP PARIBAS FINANCIAL MARKETS | Reduced | 179.8K | 86.8K | -93.0K |
| Bleakley Financial Group, LLC | New | 0 | 89.7K | +89.7K |
| SEI INVESTMENTS CO | Reduced | 266.3K | 177.8K | -88.5K |
| UBS Group AG | Increased | 129.5K | 217.6K | +88.1K |
| VOYA INVESTMENT MANAGEMENT LLC | Sold Out | 88.1K | 0 | -88.1K |
| Tweedy, Browne Co LLC | New | 0 | 87.6K | +87.6K |
| EXCHANGE TRADED CONCEPTS, LLC | New | 0 | 87.6K | +87.6K |
| Aquatic Capital Management LLC | New | 0 | 84.2K | +84.2K |
| VARCOV Co. | Increased | 14.2K | 92.5K | +78.3K |
| Pathstone Holdings, LLC | Increased | 1.2M | 1.3M | +77.9K |
| TUDOR INVESTMENT CORP ET AL | New | 0 | 76.8K | +76.8K |
| MORGAN STANLEY | Increased | 696.4K | 769.0K | +72.6K |
| Prosight Management, LP | New | 0 | 67.5K | +67.5K |
| Savant Capital, LLC | New | 0 | 66.7K | +66.7K |
| Vanguard Global Advisers, LLC | Increased | 49.2K | 115.6K | +66.4K |
| RENAISSANCE TECHNOLOGIES LLC | Sold Out | 66.3K | 0 | -66.3K |
| AE Wealth Management LLC | New | 0 | 66.2K | +66.2K |
| FIRST TRUST ADVISORS LP | Increased | 98.3K | 161.4K | +63.1K |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.