Security record
EFOR
Everforth, Inc. · Technology · Information Technology Services
87Tracked holders
-7Δ holders
31.85MShares held
$570.67MReported value
+9New positions
−16Exits
Momentum inputs (comparable managers):
holder breadth -7.4% ·
share flow -3.8% ·
net new positions -8.0%
— formula
Broad distribution — falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 87 | -7 | 31.85M | $570.67M | +9 | −16 |
| Q1 2026 | 97 | -9 | 33.18M | $1.28B | +5 | −14 |
| Q4 2025 | 105 | +1 | 33.07M | $1.59B | +1 | — |
| Q3 2025 | 18 | +1 | 19.87M | $940.81M | +1 | −1 |
| Q2 2025 | 15 | 0 | 19.86M | $991.86M | — | — |
| Q1 2025 | 12 | -1 | 4.92M | $309.62M | +1 | −2 |
| Q4 2024 | 13 | +1 | 4.78M | $398.34M | +2 | −1 |
| Q3 2024 | 11 | +2 | 2.64M | $246.26M | +2 | — |
| Q2 2024 | 9 | — | 2.47M | $217.68M | — | — |
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passive) | 7.46M | +11.9% | $133.34M | 0.0% | ▲ Add | 5 | SEC ↗ ×15 |
| 2 | AQR Capital Management ✦ | 2.11M | -16.4% | $37.78M | 0.0% | ▼ Trim | 9 | SEC ↗ ×5 |
| 3 | D. E. Shaw & Co. ✦ | 1.92M | +232.8% | $34.37M | 0.0% | ▲ Add | 9 | SEC ↗ ×2 |
| 4 | State Street Global Advisors ✦ (passive) | 1.85M | +5.9% | $32.97M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 5 | Vanguard Capital Management Llc | 1.77M | +0.8% | $31.64M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 6 | Dimensional Fund Advisors Lp | 1.63M | -14.2% | $29.06M | 0.0% | ▼ Trim | 3 | SEC ↗ ×5 |
| 7 | Geode Capital Management ✦ (passive) | 1.37M | +0.2% | $24.55M | 0.0% | ▲ Add | 9 | SEC ↗ ×2 |
| 8 | Goldman Sachs Group ✦ | 1.15M | +28.5% | $20.49M | 0.0% | ▲ Add | 4 | SEC ↗ ×3 |
| 9 | Bamco Inc /Ny/ | 910.80K | -14.1% | $16.28M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 10 | Ameriprise Financial Inc | 896.71K | +64.7% | $16.02M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 11 | Hotchkis & Wiley Capital Management… | 817.92K | +19.2% | $14.62M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 12 | Morgan Stanley ✦ | 768.99K | +10.4% | $13.74M | 0.0% | ▲ Add | 4 | SEC ↗ ×7 |
| 13 | Allianz Asset Management GmbH | 660.14K | +28.4% | $11.80M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 14 | Charles Schwab Investment… | 538.93K | -7.0% | $9.63M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Point72 Asset Management ✦ | 529.79K | +5.0% | $9.47M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 16 | Bank Of America Corp /De/ | 512.56K | +40.8% | $9.16M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 17 | Prudential Financial Inc | 502.83K | +49.7% | $8.99M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 18 | Northern Trust Corp | 489.86K | +1.7% | $8.75M | 0.0% | ▲ Add | 3 | SEC ↗ ×7 |
| 19 | Invesco Ltd. | 460.84K | -74.3% | $8.24M | 0.0% | ▼ Trim | 3 | SEC ↗ ×5 |
| 20 | JPMorgan Chase ✦ | 425.85K | +45.8% | $7.97M | 0.0% | ▲ Add | 4 | SEC ↗ ×5 |
| 21 | FIL Ltd | 430.00K | -7.7% | $7.68M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Pacer Advisors, Inc. | 369.44K | +19.0% | $6.60M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Nuveen, LLC | 330.56K | +227.4% | $5.91M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 24 | Principal Financial Group Inc | 283.88K | -0.9% | $5.07M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 25 | Creative Planning | 269.32K | +490.6% | $4.81M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 26 | Bank of New York Mellon Corp | 236.19K | -5.9% | $4.22M | 0.0% | ▼ Trim | 3 | SEC ↗ ×8 |
| 27 | UBS Group AG | 217.63K | +68.1% | $3.89M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 28 | Victory Capital Management Inc | 213.44K | +37.9% | $3.81M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Sei Investments Co | 177.77K | -33.2% | $3.18M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 30 | First Trust Advisors Lp | 161.41K | +64.2% | $2.88M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 31 | Millennium Management ✦ | 159.15K | New | $2.84M | 0.0% | New | 1 | SEC ↗ |
| 32 | Citadel Advisors ✦ | 153.48K | New | $2.74M | 0.0% | New | 1 | SEC ↗ |
| 33 | Mariner, LLC | 146.53K | +344.9% | $2.62M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | Two Sigma Investments ✦ | 133.62K | -3.7% | $2.39M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 35 | Alliancebernstein L.P. | 58.05K | +9.1% | $2.25M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | Rhumbline Advisers | 123.18K | New | $2.20M | 0.0% | New | 1 | SEC ↗ |
| 37 | Quantinno Capital Management LP | 103.50K | +51.0% | $1.85M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 38 | UBS AM, a distinct business unit of… | 100.54K | -9.8% | $1.80M | 0.0% | ▼ Trim | 3 | SEC ↗ ×6 |
| 39 | Legal & General Group Plc | 93.94K | -5.1% | $1.68M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 40 | Tweedy, Browne ✦ | 87.58K | New | $1.57M | 0.1% | New | 1 | SEC ↗ |
| 41 | Bnp Paribas Financial Markets | 86.80K | -51.7% | $1.55M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 42 | Citigroup Inc | 84.90K | -58.1% | $1.52M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 43 | Swiss National Bank | 78.70K | -6.9% | $1.41M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 44 | Tudor Investment Corp Et Al | 76.84K | New | $1.37M | 0.0% | New | 1 | SEC ↗ |
| 45 | Russell Investments Group, Ltd. | 70.11K | -42.0% | $1.25M | 0.0% | ▼ Trim | 3 | SEC ↗ ×5 |
| 46 | T. Rowe Price ✦ | 59.07K | +13.9% | $1.06M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 47 | Susquehanna International Group, Llp | 54.09K | +87.6% | $966,517 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 48 | American Century Companies Inc | 53.88K | -10.4% | $962,907 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 49 | Deutsche Bank Ag\ | 50.92K | -78.8% | $909,993 | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 50 | Commonwealth Equity Services, Llc | 44.10K | New | $788,080 | 0.0% | New | 1 | SEC ↗ |
| 51 | Fidelity (FMR) ✦ | 42.38K | -93.9% | $757,387 | 0.0% | ▼ Trim | 5 | SEC ↗ ×3 |
| 52 | Wells Fargo & Company/Mn | 36.56K | +114.0% | $653,317 | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 53 | Cerity Partners LLC | 36.23K | +18.4% | $647,432 | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 54 | Caisse De Depot Et Placement Du… | 34.60K | 0.0% | $618,302 | 0.0% | Held | 2 | SEC ↗ |
| 55 | Franklin Resources Inc | 34.12K | +127.6% | $609,742 | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 56 | Man Group plc | 34.03K | -64.1% | $608,188 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 57 | Federated Hermes, Inc. | 31.72K | -82.7% | $566,872 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 58 | Wealth Enhancement Advisory… | 30.97K | +21.2% | $543,284 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 59 | Nomura Asset Management… | 28.23K | -97.4% | $504,000 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 60 | Mercer Global Advisors Inc /Adv | 25.57K | +79.2% | $456,989 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 61 | Mackenzie Financial Corp | 22.46K | -53.8% | $401,289 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 62 | Robeco Institutional Asset… | 20.87K | 0.0% | $372,911 | 0.0% | Held | 2 | SEC ↗ |
| 63 | State Of Wisconsin Investment Board | 20.14K | +25.1% | $359,902 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 64 | Manufacturers Life Insurance… | 19.89K | +3.3% | $355,506 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 65 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 18.74K | -4.2% | $334,866 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 66 | Zurcher Kantonalbank (Zurich… | 16.86K | 0.0% | $301,306 | 0.0% | Held | 3 | SEC ↗ |
| 67 | New York State Common Retirement… | 14.05K | 0.0% | $251,056 | 0.0% | Held | 3 | SEC ↗ |
| 68 | Royal Bank Of Canada | 14.07K | +800.8% | $251,000 | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 69 | Canada Pension Plan Investment Board | 11.90K | 0.0% | $212,653 | 0.0% | Held | 3 | SEC ↗ |
| 70 | Amundi | 11.27K | New | $201,377 | 0.0% | New | 1 | SEC ↗ |
| 71 | State Board Of Administration Of… | 10.87K | 0.0% | $194,283 | 0.0% | Held | 3 | SEC ↗ |
| 72 | Osaic Holdings, Inc. | 9.68K | +865.4% | $173,033 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 73 | Fifth Third Bancorp | 8.72K | -8.7% | $155,835 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 74 | Barclays Plc | 7.02K | -93.2% | $125,502 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 75 | Pnc Financial Services Group, Inc. | 6.38K | -14.1% | $113,922 | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 76 | Us Bancorp \De\ | 4.73K | +14.6% | $84,472 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 77 | Mitsubishi UFJ Trust & Banking Corp | 2.29K | -78.3% | $40,922 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 78 | Mitsubishi UFJ Asset Management… | 2.12K | +5489.5% | $37,956 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 79 | Ensign Peak Advisors, Inc | 1.66K | -36.5% | $29,575 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 80 | Nomura Asset Management Co Ltd | 1.48K | 0.0% | $26,448 | 0.0% | Held | 3 | SEC ↗ |
| 81 | BNP Paribas Asset Management… | 941 | +13.0% | $16,816 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 82 | Rockefeller Capital Management L.P. | 522 | -45.2% | $9,329 | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 83 | Optiver Holding B.V. | 394 | New | $7,041 | 0.0% | New | 1 | SEC ↗ |
| 84 | Jones Financial Companies Lllp | 244 | -68.2% | $4,785 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 85 | Simplex Trading, Llc | 113 | New | $2,019 | 0.0% | New | 1 | SEC ↗ |
| 86 | Northwestern Mutual Wealth… | 57 | 0.0% | $1,019 | 0.0% | Held | 3 | SEC ↗ |
| 87 | TD Waterhouse Canada Inc. | 12 | 0.0% | $211 | 0.0% | Held | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Millennium Management | $2.84M | 0.0% |
| Citadel Advisors | $2.74M | 0.0% |
| Rhumbline Advisers | $2.20M | 0.0% |
| Tweedy, Browne | $1.57M | 0.1% |
| Tudor Investment Corp Et Al | $1.37M | 0.0% |
| Commonwealth Equity Services… | $788,080 | 0.0% |
| Amundi | $201,377 | 0.0% |
| Optiver Holding B.V. | $7,041 | 0.0% |
| Simplex Trading, Llc | $2,019 | 0.0% |
Exited
| Schroder Investment… | $33.95M | was 0.0% |
| Boston Partners | $15.12M | was 0.0% |
| Voya Investment Management Llc | $3.41M | was 0.0% |
| Renaissance Technologies | $2.57M | was 0.0% |
| Balyasny Asset Management L.P. | $2.41M | was 0.0% |
| Lazard Asset Management Llc | $1.56M | was 0.0% |
| Universal- Beteiligungs- und… | $1.51M | was 0.0% |
| Envestnet Asset Management Inc | $1.06M | was 0.0% |
| Holocene Advisors, LP | $1.02M | was 0.0% |
| Assenagon Asset Management… | $708,858 | was 0.0% |
| Focus Partners Wealth | $361,861 | was 0.0% |
| Hsbc Holdings Plc | $334,372 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 246 holders, 42.55M shares, $1.62B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q2 2026 ·
Methodology ·
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