EverforthEFOR
13F holders, Q2 2026 (June 30)247holders −1
73new positions
74sold out
7famous investors
$17.91avg. 13F price*
At the end of Q2 2026, 247 institutions reported holding Everforth Inc. (EFOR) in their 13F filings, down 1 from Q1 2026. 73 opened new positions and 74 sold out. The largest holders were BlackRock, Inc. ($133.3M), Vanguard Portfolio Management LLC ($58.8M) and AQR Capital Management ($37.8M). 7 famous investors held it, including Ron Baron (0.0% of Baron Capital (BAMCO)'s portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Steve Cohen (0.0% of Point72 Asset Management's portfolio).
- Company
- Everforth Inc.
- CUSIP
- 00191U102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 73 | $73.0M |
| Exits | 74 | $177.4M |
All 13F filers, Q1 2026 → Q2 2026: 9,824,418 shares bought and 9,698,357 shares sold, net +126,061 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 247 holders
| BlackRock, Inc. | 0.00% | Add +11.9% | 7,461,705 | $133.3M |
| Vanguard Portfolio Management LLC | 0.00% | Add +0.2% | 3,289,850 | $58.8M |
| AQR Capital Management | 0.01% | Reduce -16.4% | 2,114,423 | $37.8M |
| D. E. Shaw & Co. | 0.02% | Add +232.8% | 1,923,057 | $34.4M |
| State Street Corp. | 0.00% | Add +5.9% | 1,845,006 | $33.0M |
| Vanguard Capital Management LLC | 0.00% | Add +0.8% | 1,770,787 | $31.6M |
| Dimensional Fund Advisors LP | 0.01% | Reduce -14.2% | 1,626,085 | $29.1M |
| Geode Capital Management, LLC | 0.00% | Add +0.2% | 1,373,422 | $24.5M |
| Pathstone Holdings, LLC | 0.07% | Add +6.5% | 1,280,177 | $22.9M |
| Goldman Sachs Group Inc. | 0.00% | Add +28.5% | 1,146,390 | $20.5M |
| Baron Capital (BAMCO) | 0.02% | Reduce -14.1% | 910,800 | $16.3M |
| Ameriprise Financial Inc. | 0.00% | Add +64.7% | 896,710 | $16.0M |
| Hotchkis & Wiley Capital Management LLC | 0.04% | Add +19.2% | 817,919 | $14.6M |
| New South Capital Management Inc. | 0.62% | New | 792,624 | $14.2M |
| Morgan Stanley | 0.00% | Add +10.4% | 768,988 | $13.7M |
| Systematic Financial Management LP | 0.25% | Add +30.6% | 711,516 | $12.7M |
| Allianz Asset Management GmbH | 0.01% | Add +28.4% | 660,144 | $11.8M |
| Jacobs Levy Equity Management, Inc. | 0.04% | New | 584,996 | $10.5M |
| Glenmede Trust Co. NA | 0.04% | Add +164.7% | 555,440 | $9.9M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -7.0% | 538,930 | $9.6M |
| Point72 Asset Management | 0.02% | Add +5.0% | 529,793 | $9.5M |
| Bank of America Corp. | 0.00% | Add +40.8% | 512,563 | $9.2M |
| Prudential Financial Inc. | 0.01% | Add +49.7% | 502,827 | $9.0M |
| Northern Trust Corp. | 0.00% | Add +1.7% | 489,856 | $8.8M |
| Invesco Ltd. | 0.00% | Reduce -74.3% | 460,838 | $8.2M |
| JPMorgan Chase & Co. | 0.00% | Add +45.8% | 425,847 | $8.0M |
| FIL Ltd | 0.01% | Reduce -7.7% | 430,000 | $7.7M |
| Pacer Advisors, Inc. | 0.02% | Add +19.0% | 369,436 | $6.6M |
| Nuveen, LLC | 0.00% | Add +227.4% | 330,562 | $5.9M |
| Aristotle Capital Boston, LLC | 0.39% | Reduce -7.0% | 325,014 | $5.8M |
| Edgestream Partners, L.P. | 0.16% | New | 308,870 | $5.5M |
| Principal Financial Group Inc. | 0.00% | Reduce -0.9% | 283,885 | $5.1M |
| Vanguard Fiduciary Trust Co. | 0.00% | Reduce -1.5% | 270,082 | $4.8M |
| Creative Planning | 0.00% | Add +490.6% | 269,324 | $4.8M |
| Intrinsic Edge Capital Management LLC | 0.55% | New | 250,000 | $4.5M |
| Bank of New York Mellon Corp | 0.00% | Reduce -5.9% | 236,189 | $4.2M |
| UBS Group AG | 0.00% | Add +68.1% | 217,633 | $3.9M |
| Victory Capital Management Inc. | 0.00% | Add +37.9% | 213,437 | $3.8M |
| Sei Investments Co. | 0.00% | Reduce -33.3% | 177,774 | $3.2M |
| First Trust Advisors LP | 0.00% | Add +64.2% | 161,412 | $2.9M |
| Millennium Management | 0.00% | New | 159,149 | $2.8M |
| Citadel Advisors | 0.00% | New | 153,476 | $2.7M |
| Mariner, LLC | 0.00% | Add +344.9% | 146,526 | $2.6M |
| Public Sector Pension Investment Board | 0.01% | Reduce -7.8% | 140,813 | $2.5M |
| Boothbay Fund Management, LLC | 0.05% | New | 134,138 | $2.4M |
| Two Sigma Investments, LP | 0.00% | Reduce -3.7% | 133,622 | $2.4M |
| Bessemer Group Inc. | 0.00% | Add +0.1% | 128,563 | $2.3M |
| Orion Porfolio Solutions, LLC | 0.02% | Add +394.2% | 127,104 | $2.3M |
| Alliancebernstein L.P. | 0.00% | Add +9.1% | 58,054 | $2.2M |
| Rhumbline Advisers | 0.00% | New | 123,183 | $2.2M |
| Vanguard Global Advisers, LLC | 0.00% | Add +134.8% | 115,637 | $2.1M |
| Capital Fund Management S.A. | 0.01% | New | 107,988 | $1.9M |
| Quantinno Capital Management LP | 0.00% | Add +51.0% | 103,500 | $1.8M |
| Public Employees Retirement System of Ohio | 0.01% | Add +35.0% | 100,690 | $1.8M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -9.8% | 100,542 | $1.8M |
| Legal & General Group Plc | 0.00% | Reduce -5.1% | 93,942 | $1.7M |
| VARCOV Co. | 0.63% | Add +553.0% | 92,486 | $1.7M |
| Bleakley Financial Group, LLC | 0.02% | New | 89,746 | $1.6M |
| Tweedy, Browne Co LLC | 0.12% | New | 87,577 | $1.6M |
| Exchange Traded Concepts, LLC | 0.01% | New | 87,577 | $1.6M |
| BNP Paribas Financial Markets | 0.00% | Reduce -51.7% | 86,799 | $1.6M |
| Citigroup Inc. | 0.00% | Reduce -58.1% | 84,903 | $1.5M |
| Aquatic Capital Management LLC | 0.05% | New | 84,216 | $1.5M |
| Swiss National Bank | 0.00% | Reduce -6.9% | 78,700 | $1.4M |
| Tudor Investment Corporation | 0.01% | New | 76,836 | $1.4M |
| Russell Investments Group, Ltd. | 0.00% | Reduce -42.0% | 70,113 | $1.3M |
| Prosight Management, LP | 0.21% | New | 67,500 | $1.2M |
| Savant Capital, LLC | 0.00% | New | 66,693 | $1.2M |
| AE Wealth Management LLC | 0.01% | New | 66,161 | $1.2M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.01% | New | 66,000 | $1.2M |
| Brevan Howard Capital Management LP | 0.02% | Add +599.3% | 63,991 | $1.1M |
| XTX Topco Ltd | 0.01% | Add +330.3% | 61,221 | $1.1M |
| T. Rowe Price Associates Inc. | 0.00% | Add +13.9% | 59,071 | $1.1M |
| Susquehanna International Group, LLP | 0.00% | Add +87.6% | 54,086 | $967K |
| American Century Companies Inc. | 0.00% | Reduce -10.4% | 53,884 | $963K |
| Norden Group LLC | 0.08% | New | 52,284 | $934K |
| Deutsche Bank AG | 0.00% | Reduce -78.8% | 50,923 | $910K |
| California State Teachers Retirement System | 0.00% | Reduce -2.6% | 50,602 | $904K |
| Larson Financial Group LLC | 0.02% | New | 50,435 | $901K |
| Wealthspire Advisors, LLC | 0.00% | New | 50,000 | $894K |
| New York State Teachers Retirement System | 0.00% | Add +0.5% | 49,592 | $886K |
| Ieq Capital, LLC | 0.00% | Add +11.4% | 49,065 | $877K |
| Drive Wealth Management, LLC | 0.15% | New | 46,727 | $835K |
| Militia Capital Management LLC | 0.15% | New | 45,500 | $813K |
| Commonwealth Equity Services, LLC | 0.00% | New | 44,101 | $788K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -21.1% | 42,486 | $759K |
| FMR LLC | 0.00% | Reduce -93.9% | 42,383 | $757K |
| STRS Ohio | 0.00% | New | 42,100 | $752K |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.00% | Add +15.5% | 40,897 | $731K |
| Ossiam | 0.01% | No change | 39,800 | $711K |
| Gsa Capital Partners LLP | 0.04% | New | 39,084 | $698K |
| Wells Fargo & Company | 0.00% | Add +114.0% | 36,559 | $653K |
| Cerity Partners LLC | 0.00% | Add +18.4% | 36,230 | $647K |
| Caisse de depot et placement du Quebec | 0.00% | No change | 34,600 | $618K |
| Franklin Resources Inc. | 0.00% | Add +127.6% | 34,121 | $610K |
| Man Group plc | 0.00% | Reduce -64.1% | 34,034 | $608K |
| Federated Hermes, Inc. | 0.00% | Reduce -82.7% | 31,722 | $567K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +21.2% | 30,974 | $543K |
| CANADA LIFE ASSURANCE Co | 0.00% | Reduce -16.8% | 29,911 | $534K |
| Wedmont Private Capital | 0.01% | New | 30,060 | $527K |
| Occudo Quantitative Strategies LP | 0.03% | New | 28,845 | $515K |
| Nomura Asset Management International Inc. | 0.00% | Reduce -97.4% | 28,225 | $504K |
| Triad Wealth Partners, LLC | 0.03% | New | 16,614 | $495K |
| Merit Financial Group, LLC | 0.00% | Add +385.0% | 26,893 | $481K |
| Wolverine Asset Management LLC | 0.02% | New | 26,824 | $479K |
| Mercer Global Advisors Inc. | 0.00% | Add +79.3% | 25,573 | $457K |
| Perigon Wealth Management, LLC | 0.01% | New | 25,287 | $452K |
| Illinois Municipal Retirement Fund | 0.01% | New | 25,128 | $449K |
| SG Americas Securities, LLC | 0.00% | Reduce -64.3% | 24,431 | $437K |
| Entropy Technologies, LP | 0.02% | New | 23,790 | $425K |
| MetLife Investment Management, LLC | 0.00% | No change | 22,748 | $407K |
| Mackenzie Financial Corp. | 0.00% | Reduce -53.8% | 22,456 | $401K |
| Quadrature Capital Ltd | 0.00% | New | 22,139 | $396K |
| Allen Capital Group, LLC | 0.03% | New | 21,830 | $390K |
| Choreo, LLC | 0.00% | Add +156.1% | 21,398 | $382K |
| Robeco Institutional Asset Management B.V. | 0.00% | No change | 20,868 | $373K |
| State of Wisconsin Investment Board | 0.00% | Add +25.1% | 20,140 | $360K |
| Manufacturers Life Insurance Company, The | 0.00% | Add +3.3% | 19,894 | $356K |
| Jupiter Topco LLC | 0.00% | — | 19,708 | $352K |
| New Age Alpha Advisors, LLC | 0.01% | Add +238.6% | 19,393 | $347K |
| Harbor Capital Advisors, Inc. | 0.02% | Reduce -71.4% | 18,829 | $336K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -4.2% | 18,739 | $335K |
| Simplicity Wealth,LLC | 0.01% | New | 18,484 | $330K |
| Louisiana State Employees Retirement System | 0.00% | Reduce -4.8% | 18,000 | $322K |
| Ascent Group, LLC | 0.01% | New | 17,452 | $312K |
| State of Tennessee, Department of Treasury | 0.00% | Reduce -3.6% | 17,402 | $311K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 16,861 | $301K |
| Fox Run Management, L.L.C. | 0.05% | New | 16,274 | $291K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -55.9% | 15,676 | $280K |
| State of Alaska, Department of Revenue | 0.00% | Reduce -32.7% | 15,599 | $278K |
| Coldstream Capital Management Inc. | 0.00% | New | 15,150 | $271K |
| Diametric Capital, LP | 0.03% | New | 14,358 | $257K |
| New York State Common Retirement Fund | 0.00% | No change | 14,049 | $251K |
| Royal Bank of Canada | 0.00% | Add +800.8% | 14,071 | $251K |
| Abacus Wealth Partners, LLC | 0.03% | New | 13,917 | $249K |
| SummerHaven Investment Management, LLC | 0.13% | No change | 13,916 | $249K |
| Allstate Corp. | 0.00% | New | 13,836 | $247K |
| Semanteon Capital Management, LP | 1.06% | New | 13,103 | $234K |
| Yousif Capital Management, LLC | 0.00% | Reduce -4.8% | 12,195 | $218K |
| Canada Pension Plan Investment Board | 0.00% | No change | 11,900 | $213K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | No change | 11,673 | $209K |
| Campbell & CO Investment Adviser LLC | 0.01% | New | 11,333 | $203K |
| Amundi | 0.00% | New | 11,269 | $201K |
| Amalgamated Bank | 0.00% | Reduce -10.2% | 11,005 | $197K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 10,872 | $194K |
| Arizona State Retirement System | 0.00% | Reduce -7.8% | 10,826 | $193K |
| Handelsbanken Fonder AB | 0.00% | No change | 10,723 | $192K |
| Teachers Retirement System of the State of Kentucky | 0.00% | No change | 10,716 | $191K |
| Vanguard Investments Australia, Ltd. | 0.00% | No change | 10,246 | $183K |
| Ethic Inc. | 0.00% | New | 10,115 | $181K |
| Corient Private Wealth LP | 0.00% | New | 10,057 | $180K |
| Osaic Holdings, Inc. | 0.00% | Add +865.4% | 9,683 | $173K |
| KLP Kapitalforvaltning As | 0.00% | No change | 9,600 | $172K |
| Oregon Public Employees Retirement Fund | 0.00% | Reduce -5.1% | 9,300 | $166K |
| Fifth Third Bancorp | 0.00% | Reduce -8.7% | 8,720 | $156K |
| Parallel Advisors, LLC | 0.00% | Add +1660.1% | 7,991 | $143K |
| Barclays PLC | 0.00% | Reduce -93.2% | 7,023 | $126K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -14.1% | 6,375 | $114K |
| Arax Advisory Partners | 0.00% | Add +2655.7% | 5,787 | $103K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 4,788 | $86K |
| US Bancorp \de | 0.00% | Add +14.6% | 4,727 | $84K |
| Hantz Financial Services, Inc. | 0.00% | Add +262.2% | 4,390 | $78K |
| Rothschild Investment LLC | 0.00% | Add +63.9% | 4,215 | $75K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 3,383 | $60K |
| Fulcrum Asset Management LLP | 0.01% | New | 3,054 | $57K |
| GAMMA Investing LLC | 0.00% | Add +65.0% | 2,857 | $51K |
| Versant Capital Management, Inc | 0.00% | Add +103.8% | 2,662 | $48K |
| Signaturefd, LLC | 0.00% | Add +961.0% | 2,610 | $47K |
| Mitsubishi UFJ Trust & Banking Corp | 0.00% | Reduce -78.3% | 2,290 | $41K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -59.0% | 2,191 | $39K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | Add +5489.5% | 2,124 | $38K |
| WealthCollab, LLC | 0.01% | New | 2,008 | $36K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 1,822 | $33K |
| Walleye Capital LLC | 0.00% | New | 1,719 | $31K |
| State of Wyoming | 0.00% | Reduce -80.6% | 1,694 | $30K |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -36.5% | 1,655 | $30K |
| KBC Group NV | 0.00% | No change | 1,542 | $28K |
| Allworth Financial LP | 0.00% | Add +83.3% | 1,490 | $27K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 1,480 | $26K |
| Silver Grove Financial Group, Inc. | 0.01% | New | 1,333 | $24K |
| Bayforest Capital Ltd | 0.02% | New | 1,276 | $23K |
| Summit Securities Group LLC | 0.00% | New | 1,000 | $18K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Add +13.0% | 941 | $17K |
| Sterling Capital Management LLC | 0.00% | Reduce -40.6% | 820 | $15K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -42.4% | 814 | $15K |
| Covestor Ltd | 0.01% | Add +379.7% | 590 | $11K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -71.3% | 548 | $10K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -45.2% | 522 | $9K |
| Aster Capital Management (DIFC) Ltd | 0.00% | New | 504 | $9K |
| Geneos Wealth Management Inc. | 0.00% | New | 500 | $9K |
| Persistent Asset Partners Ltd | 0.00% | New | 491 | $9K |
| IFP Advisors, Inc | 0.00% | Add +4.3% | 489 | $9K |
| Nvest Wealth Strategies, Inc. | 0.01% | No change | 466 | $8K |
| Nykredit A/S | 0.00% | — | 464 | $8K |
| Zions Bancorporation, National Association | 0.00% | New | 444 | $8K |
| Salomon & Ludwin, LLC | 0.00% | Reduce -41.4% | 419 | $7K |
| Optiver Holding B.V. | 0.00% | New | 394 | $7K |
| Farther Finance Advisors, LLC | 0.00% | Add +42.8% | 377 | $7K |
| True Wealth Design, LLC | 0.00% | Add +5.8% | 328 | $6K |
| Barrow Hanley Mewhinney & Strauss LLC | 0.00% | No change | 309 | $6K |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 285 | $5K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +28300.0% | 284 | $5K |
| Jones Financial Companies LLLP | 0.00% | Reduce -68.2% | 244 | $5K |
| Owl Creek Wealth Partners LLC | 0.00% | Add +900.0% | 250 | $4K |
| Los Angeles Capital Management LLC | 0.00% | No change | 250 | $4K |
| SouthState Bank Corp | 0.00% | No change | 203 | $4K |
| Smartleaf Asset Management LLC | 0.00% | No change | 186 | $3K |
| UMB Bank, n.a. | 0.00% | Reduce -78.1% | 190 | $3K |
| Keating Financial Advisory Services, Inc. | 0.00% | Add +91.1% | 172 | $3K |
| Advisors Asset Management, Inc. | 0.00% | No change | 171 | $3K |
| Smithfield Trust Co | 0.00% | No change | 185 | $3K |
| SJS Investment Consulting Inc. | 0.00% | Add +466.7% | 153 | $3K |
| Quent Capital, LLC | 0.00% | Reduce -7.5% | 148 | $3K |
| CoreCap Advisors, LLC | 0.00% | New | 124 | $2K |
| Clearstead Advisors, LLC | 0.00% | New | 114 | $2K |
| Simplex Trading, LLC | 0.00% | New | 113 | $2K |
| Activest Wealth Management | 0.00% | Add +0.0% | 110 | $2K |
| Steward Partners Investment Advisory, LLC | 0.00% | New | 100 | $2K |
| JPL Wealth Management, LLC | 0.00% | New | 83 | $1K |
| Manchester Capital Management LLC | 0.00% | New | 78 | $1K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 57 | $1K |
| Quarry LP | 0.00% | Add +42.1% | 54 | $965 |
| Harbour Investments, Inc. | 0.00% | Add +112.0% | 53 | $942 |
| Godfrey Financial Associates, Inc. | 0.00% | No change | 52 | $929 |
| Essential Partners LLC | 0.00% | Reduce -88.9% | 40 | $715 |
| Parkside Financial Bank & Trust | 0.00% | Reduce -97.2% | 35 | $626 |
| CENTRAL TRUST Co | 0.00% | Reduce -26.7% | 33 | $590 |
| Huntington National Bank | 0.00% | Add +3000.0% | 31 | $554 |
| JFS Wealth Advisors, LLC | 0.00% | Add +200.0% | 30 | $537 |
| Cornerstone Financial Management LLC | 0.00% | New | 25 | $447 |
| Farmers & Merchants Investments Inc. | 0.00% | Reduce -50.0% | 20 | $357 |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | Reduce -99.0% | 17 | $304 |
| Plante Moran Financial Advisors, LLC | 0.00% | New | 15 | $268 |
| Ankerstar Wealth, LLC | 0.00% | Reduce -7.1% | 13 | $232 |
| WPG Advisers, LLC | 0.00% | No change | 12 | $214 |
| TD Waterhouse Canada Inc. | 0.00% | No change | 12 | $211 |
| Bell Investment Advisors, Inc | 0.00% | Reduce -67.7% | 10 | $179 |
| Hughes Financial Services, LLC | 0.00% | New | 8 | $143 |
| Gilpin Wealth Management, LLC | 0.00% | Reduce -45.5% | 6 | $108 |
| Creative Capital Management Investments LLC | 0.00% | New | 6 | $107 |
| HFM Investment Advisors, LLC | 0.00% | New | 3 | $54 |
| Davis Capital Management | 0.00% | New | 2 | $36 |
| Freestone Grove Partners LP | 0.00% | New | 2 | $36 |
| Global Retirement Partners, LLC | 0.00% | — | 1 | $18 |
| SBI Securities Co., Ltd. | 0.00% | Reduce -90.9% | 1 | $18 |
| DecisionPoint Financial, LLC | 0.00% | New | 1 | $18 |
| Private Wealth Management Group, LLC | 0.00% | New | 1 | $18 |
"% of holder's portfolio" is EFOR's weight in each manager's 13F, not the share of Everforth Inc. the manager owns.