DaveManuel.com · Institutional Ownership · Who Owns It
EVERFORTH INC (EFOR)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
250
Reporting holders
$777.6M
Reported value
105.4%
Of shares outstanding
0.4%
Calls
0.1%
Puts
-1
Holder change
Institutions report 43,218,010 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.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
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 | +64.7%+$6.3M |
| 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 |
| 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 |
| Pacer Advisors, Inc. | $6.6M | 369,436 | 0.02% | 13q | +19.0%+$1.1M |
| 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 |
| 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 incl. $995.4K options CALL+PUT | 153,476 | 0.00% | 31q | HELD |
| SEI INVESTMENTS CO | $3.2M | 177,774 | 0.00% | 31q | -33.2%-$1.6M |
| 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 |
| Public Sector Pension Investment Board | $2.5M | 140,813 | 0.01% | 2q | -7.8%-$214.2K |
| 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 |
| BESSEMER GROUP INC | $2.3M | 128,563 | 0.00% | 25q | HELD |
| 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 incl. $959.6K options CALL+PUT | 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 |
| EXCHANGE TRADED CONCEPTS, LLC | $1.6M | 87,577 | 0.01% | 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 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | $1.2M | 66,000 | 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 |
| PRICE T ROWE ASSOCIATES INC /MD/ | $1.1M | 59,071 | 0.00% | 31q | +13.9%+$128.8K |
| AMERICAN CENTURY COMPANIES INC | $962.9K | 53,884 | 0.00% | 5q | -10.4%-$112.1K |
| NORDEN GROUP LLC | $934.3K | 52,284 | 0.08% | new | NEW |
| DEUTSCHE BANK AG\ | $910.0K | 50,923 | 0.00% | 33q | -78.9%-$3.4M |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $904.3K | 50,602 | 0.00% | 31q | -2.6%-$23.7K |
| Larson Financial Group LLC | $901.3K | 50,435 | 0.02% | new | NEW |
| Wealthspire Advisors, LLC | $893.5K | 50,000 | 0.00% | new | NEW |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | $886.0K | 49,592 | 0.00% | 31q | +0.5%+$4.5K |
| IEQ CAPITAL, LLC | $876.8K | 49,065 | 0.00% | 5q | +11.4%+$89.9K |
| JANE STREET GROUP, LLC | $843.5K CALL | 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 |
| Thrivent Financial for Lutherans | $759.0K | 42,486 | 0.00% | 31q | -21.1%-$203.6K |
| 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 |
| GSA CAPITAL PARTNERS LLP | $698.0K | 39,084 | 0.04% | new | NEW |
| WELLS FARGO & COMPANY/MN | $653.3K | 36,559 | 0.00% | 31q | +114.0%+$348.0K |
| 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 |
| CANADA LIFE ASSURANCE Co | $534.0K | 29,911 | 0.00% | 27q | -16.8%-$107.7K |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-10-30 | 13G/A | Vanguard Capital Management | 5.0% |
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 |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 66 | $19.4M | 593,722 | 16 | 17 | 18 | 0.0% |
| Q2 2026 | 250 | $777.6M | 43,218,010 | 75 | 72 | 65 | 0.5% |
| Q1 2026 | 251 | $1.7B | 43,154,626 | 41 | 103 | 69 | 0.1% |
| Q4 2025 | 275 | $2.0B | 40,692,577 | 32 | 91 | 107 | 0.0% |
| Q3 2025 | 293 | $2.1B | 42,333,209 | 45 | 109 | 94 | 2.2% |
| Q2 2025 | 284 | $2.2B | 43,174,095 | 35 | 91 | 109 | 0.1% |
| Q1 2025 | 302 | $2.7B | 42,942,320 | 39 | 102 | 97 | 0.1% |
| Q4 2024 | 309 | $3.6B | 43,051,718 | 39 | 85 | 109 | 0.1% |
| Q3 2024 | 294 | $4.0B | 43,025,402 | 36 | 84 | 105 | 0.2% |
| Q2 2024 | 296 | $3.9B | 43,632,906 | 55 | 79 | 102 | 0.2% |
| Q1 2024 | 281 | $4.7B | 45,031,018 | 32 | 79 | 103 | 0.2% |
| Q4 2023 | 279 | $4.4B | 45,274,285 | 31 | 78 | 112 | 0.2% |
| Q3 2023 | 261 | $3.7B | 45,162,548 | 40 | 80 | 94 | 0.3% |
| Q2 2023 | 247 | $3.5B | 46,307,105 | 25 | 91 | 95 | 0.2% |
| Q1 2023 | 275 | $4.3B | 52,220,271 | 31 | 105 | 92 | 0.1% |
| Q4 2022 | 268 | $3.8B | 47,779,711 | 28 | 71 | 114 | 0.0% |
| Q3 2022 | 264 | $4.6B | 50,964,477 | 18 | 75 | 108 | 0.0% |
| Q2 2022 | 277 | $4.6B | 50,323,406 | 39 | 91 | 94 | 0.1% |
| Q1 2022 | 273 | $6.0B | 51,161,239 | 28 | 85 | 101 | 0.1% |
| Q4 2021 | 294 | $8.6B | 69,698,291 | 56 | 72 | 110 | 0.1% |
| Q3 2021 | 247 | $8.2B | 71,973,271 | 18 | 76 | 94 | 0.0% |
| Q2 2021 | 264 | $7.1B | 73,015,954 | 16 | 77 | 101 | 0.0% |
| Q1 2021 | 276 | $7.0B | 73,612,959 | 34 | 83 | 99 | 0.1% |
| Q4 2020 | 268 | $6.3B | 74,777,055 | 31 | 77 | 98 | 0.1% |
| Q3 2020 | 272 | $4.8B | 75,184,208 | 40 | 64 | 110 | 0.1% |
| Q2 2020 | 245 | $5.0B | 74,802,907 | 42 | 80 | 83 | 0.3% |
| Q1 2020 | 241 | $4.8B | 136,447,277 | 39 | 80 | 79 | 0.1% |
| Q4 2019 | 259 | $6.1B | 85,563,314 | 27 | 77 | 101 | 0.2% |
| Q3 2019 | 260 | $4.9B | 78,470,669 | 25 | 80 | 89 | 0.1% |
| Q2 2019 | 271 | $4.9B | 80,941,545 | 31 | 86 | 91 | 0.5% |
| Q1 2019 | 288 | $5.1B | 79,774,094 | 32 | 94 | 110 | 0.2% |
| Q4 2018 | 295 | $4.5B | 83,014,788 | 6 | 7 | 3 | 0.1% |