Who owns Everforth Inc?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from SEC filings.
Institutional ownership of EFOR from SEC Form 13F filings across 180 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 180 institutions disclosed 34.1M shares of Everforth Inc worth $604.8M — about 83.1% of shares outstanding; the largest disclosed holder is BlackRock, Inc.. Source: SEC Form 13F filings, parsed by EvidInvest.
180
13F holders
$604.8M
value, 2026 filers
83.1%
of shares outstanding (34.1M sh)
48
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of EFOR's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 7.5M | $133.3M | 0.0% | 18.2% | +11.9% |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | 3.3M | $58.8M | 0.0% | 8% | +0.2% |
| 3 | D. E. Shaw & Co., Inc. | 1.9M | $34.4M | 0.0% | 4.7% | +232.8% |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 1.8M | $31.6M | 0.0% | 4.3% | -49.6% |
| 5 | GEODE CAPITAL MANAGEMENT, LLC | 1.4M | $24.5M | 0.0% | 3.3% | +0.2% |
| 6 | Pathstone Holdings, LLC | 1.3M | $22.9M | 0.1% | 3.1% | +6.5% |
| 7 | GOLDMAN SACHS GROUP INC | 1.1M | $20.5M | 0.0% | 2.8% | +28.5% |
| 8 | BAMCO INC /NY/ | 910,800 | $16.3M | 0.0% | 2.2% | -14.1% |
| 9 | AMERIPRISE FINANCIAL INC | 896,710 | $16.0M | 0.0% | 2.2% | +64.7% |
| 10 | NEW SOUTH CAPITAL MANAGEMENT INCNEW | 792,624 | $14.2M | 0.6% | 1.9% | new |
| 11 | MORGAN STANLEY | 768,988 | $13.7M | 0.0% | 1.9% | +10.4% |
| 12 | Allianz Asset Management GmbH | 660,144 | $11.8M | 0.0% | 1.6% | +28.4% |
| 13 | GLENMEDE TRUST CO NA | 555,440 | $9.9M | 0.0% | 1.4% | +164.7% |
| 14 | Sixth Street Partners Management Company, L.P.NEW | 538,930 | $9.6M | 1.7% | 1.3% | new |
| 15 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 538,930 | $9.6M | 0.0% | 1.3% | -7.0% |
| 16 | Point72 Asset Management, L.P. | 529,793 | $9.5M | 0.0% | 1.3% | +5.0% |
| 17 | BANK OF AMERICA CORP /DE/ | 512,563 | $9.2M | 0.0% | 1.3% | +40.8% |
| 18 | PRUDENTIAL FINANCIAL INC | 502,827 | $9.0M | 0.0% | 1.2% | +49.7% |
| 19 | NORTHERN TRUST CORP | 489,856 | $8.8M | 0.0% | 1.2% | +1.7% |
| 20 | Invesco Ltd. | 460,838 | $8.2M | 0.0% | 1.1% | -74.3% |
| 21 | FIL Ltd | 430,000 | $7.7M | 0.0% | 1% | -7.7% |
| 22 | JPMORGAN CHASE & CO | 425,847 | $8.0M | 0.0% | 1% | +45.7% |
| 23 | Nuveen, LLC | 330,562 | $5.9M | 0.0% | 0.8% | +227.4% |
| 24 | PRINCIPAL FINANCIAL GROUP INC | 283,885 | $5.1M | 0.0% | 0.7% | -0.9% |
| 25 | Public Sector Pension Investment Board | 281,626 | $5.0M | 0.0% | 0.7% | +84.3% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.