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 September 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 |
|---|---|---|
| DIMENSIONAL FUND ADVISORS LP | 1.4M | 20.1% |
| GEODE CAPITAL MANAGEMENT, LLC | 1.3M | 19.3% |
| NEW SOUTH CAPITAL MANAGEMENT INC | 453.0K | 6.6% |
| Creative Planning | 297.9K | 4.3% |
| PRINCIPAL FINANCIAL GROUP INC | 258.0K | 3.8% |
| Bank of New York Mellon Corp | 233.2K | 3.4% |
| Russell Investments Group, Ltd. | 221.5K | 3.2% |
| SEI INVESTMENTS CO | 168.6K | 2.5% |
| UBS Group AG | 147.0K | 2.1% |
| Nuveen, LLC | 140.5K | 2.0% |
| ROYCE & ASSOCIATES LP | 140.2K | 2.0% |
| Public Sector Pension Investment Board | 139.5K | 2.0% |
| VICTORY CAPITAL MANAGEMENT INC | 131.1K | 1.9% |
| BESSEMER GROUP INC | 128.1K | 1.9% |
| RHUMBLINE ADVISERS | 121.5K | 1.8% |
| Tweedy, Browne Co LLC | 103.0K | 1.5% |
| EXCHANGE TRADED CONCEPTS, LLC | 103.0K | 1.5% |
| BARCLAYS PLC | 76.9K | 1.1% |
| Thrivent Financial for Lutherans | 52.9K | 0.8% |
| Savant Capital, LLC | 52.5K | 0.8% |
| SummerHaven Investment Management, LLC | 52.1K | 0.8% |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 49.4K | 0.7% |
| CITIGROUP INC | 49.3K | 0.7% |
| DEUTSCHE BANK AG\ | 47.2K | 0.7% |
| Fulcrum Asset Management LLP | 41.9K | 0.6% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| FIL Ltd | Sold Out | 430.0K | 0 | -430.0K |
| NEW SOUTH CAPITAL MANAGEMENT INC | Reduced | 792.6K | 453.0K | -339.6K |
| Edgestream Partners, L.P. | Sold Out | 308.9K | 0 | -308.9K |
| DIMENSIONAL FUND ADVISORS LP | Reduced | 1.6M | 1.4M | -248.3K |
| Nuveen, LLC | Reduced | 330.6K | 140.5K | -190.1K |
| Russell Investments Group, Ltd. | Increased | 70.1K | 221.5K | +151.4K |
| ROYCE & ASSOCIATES LP | New | 0 | 140.2K | +140.2K |
| VICTORY CAPITAL MANAGEMENT INC | Reduced | 213.4K | 131.1K | -82.3K |
| UBS Group AG | Reduced | 217.6K | 147.0K | -70.6K |
| BARCLAYS PLC | Increased | 7.0K | 76.9K | +69.9K |
| IEQ CAPITAL, LLC | Sold Out | 49.1K | 0 | -49.1K |
| GEODE CAPITAL MANAGEMENT, LLC | Reduced | 1.4M | 1.3M | -48.4K |
| VIRGINIA RETIREMENT SYSTEMS ET Al | Reduced | 66.0K | 23.1K | -42.9K |
| Connor, Clark & Lunn Investment Management Ltd. | New | 0 | 38.9K | +38.9K |
| Fulcrum Asset Management LLP | Increased | 3.1K | 41.9K | +38.9K |
| SummerHaven Investment Management, LLC | Increased | 13.9K | 52.1K | +38.2K |
| CITIGROUP INC | Reduced | 84.9K | 49.3K | -35.7K |
| DRIVE WEALTH MANAGEMENT, LLC | Reduced | 46.7K | 16.3K | -30.4K |
| Creative Planning | Increased | 269.3K | 297.9K | +28.5K |
| PRINCIPAL FINANCIAL GROUP INC | Reduced | 283.9K | 258.0K | -25.9K |
| NORDEN GROUP LLC | Reduced | 52.3K | 26.5K | -25.7K |
| Atria Investments, Inc | New | 0 | 25.6K | +25.6K |
| Larson Financial Group LLC | Reduced | 50.4K | 26.6K | -23.9K |
| FMR LLC | Reduced | 42.4K | 20.8K | -21.6K |
| EXCHANGE TRADED CONCEPTS, LLC | Increased | 87.6K | 103.0K | +15.5K |
| Tweedy, Browne Co LLC | Increased | 87.6K | 103.0K | +15.5K |
| Savant Capital, LLC | Reduced | 66.7K | 52.5K | -14.2K |
| Y-Intercept (Hong Kong) Ltd | New | 0 | 13.1K | +13.1K |
| Semanteon Capital Management, LP | Sold Out | 13.1K | 0 | -13.1K |
| Perigon Wealth Management, LLC | Reduced | 25.3K | 12.2K | -13.1K |
| Crescent Grove Advisors, LLC | New | 0 | 12.4K | +12.4K |
| M&T Bank Corp | New | 0 | 11.4K | +11.4K |
| JUPITER ASSET MANAGEMENT LTD | New | 0 | 11.1K | +11.1K |
| Thrivent Financial for Lutherans | Increased | 42.5K | 52.9K | +10.4K |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | New | 0 | 9.7K | +9.7K |
| Thrive Wealth Management, LLC | New | 0 | 9.4K | +9.4K |
| Simplicity Wealth,LLC | Reduced | 18.5K | 9.2K | -9.3K |
| Maryland State Retirement & Pension System | New | 0 | 9.2K | +9.2K |
| SEI INVESTMENTS CO | Reduced | 177.8K | 168.6K | -9.1K |
| VestGen Advisors, LLC | New | 0 | 8.9K | +8.9K |
| State of Alaska, Department of Revenue | Reduced | 15.6K | 6.9K | -8.7K |
| VOYA INVESTMENT MANAGEMENT LLC | New | 0 | 8.0K | +8.0K |
| BANK OF MONTREAL /CAN/ | New | 0 | 7.9K | +7.9K |
| Allen Capital Group, LLC | Reduced | 21.8K | 14.0K | -7.8K |
| NorthCrest Asset Manangement, LLC | New | 0 | 7.7K | +7.7K |
| Vise Technologies, Inc. | New | 0 | 7.3K | +7.3K |
| Pictet Asset Management Holding SA | New | 0 | 7.3K | +7.3K |
| Wealth Architects, LLC | New | 0 | 7.1K | +7.1K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Reduced | 31.0K | 24.0K | -7.0K |
| LeConte Wealth Management, LLC | New | 0 | 6.9K | +6.9K |
| Ascent Group, LLC | Reduced | 17.5K | 10.6K | -6.8K |
| Fortis Capital Advisors, LLC | New | 0 | 6.8K | +6.8K |
| Belpointe Asset Management LLC | New | 0 | 6.8K | +6.8K |
| Private Advisor Group, LLC | New | 0 | 6.6K | +6.6K |
| BRANDYWINE OAK PRIVATE WEALTH LLC | New | 0 | 6.6K | +6.6K |
| STRS OHIO | Reduced | 42.1K | 35.6K | -6.5K |
| COMMONWEALTH EQUITY SERVICES, LLC | Reduced | 44.1K | 38.0K | -6.1K |
| PNC Financial Services Group, Inc. | Increased | 6.4K | 11.8K | +5.5K |
| Merit Financial Group, LLC | Reduced | 26.9K | 21.5K | -5.4K |
| Abacus Wealth Partners, LLC | Increased | 13.9K | 18.2K | +4.3K |
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.