Everforth Inc (EFOR) — Institutional Holders, Q2 2026

248 institutional investment managers reported a EFOR position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $774.4M. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 1 to 100. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.

← EFOR stock profile

EFOR in Q2 2026: what funds did

Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.

New positions

Added to

Trimmed

Sold out

Biggest buyers

D. E. ShawAdded · +1,345,207 sh+$24.0M
NEW SOUTH CAPITAL MANAGEMENTNew · +792,624 sh+$14.2M
BlackRockAdded · +792,558 sh+$14.2M
JACOBS LEVY EQUITY MANAGEMENTNew · +584,996 sh+$10.5M
Pacer AdvisorsNew · +369,436 sh+$6.6M

Biggest sellers

REINHART PARTNERSSold out · -1,650,955 sh-$29.5M
Invesco Ltd.Trimmed · -1,332,880 sh-$23.8M
NOMURA ASSET MANAGEMENT INTERNATIONALTrimmed · -1,074,172 sh-$19.2M
SCHRODER INVESTMENT MANAGEMENT GROUPSold out · -887,692 sh-$15.9M
FMRTrimmed · -649,443 sh-$11.6M

EFOR 13F holders ranked 1–100 of 248

Institutional investors reporting a position in Everforth Inc on SEC Form 13F-HR for Q2 2026, ranked by reported value.
#	Institution	Shares	Value	% of portfolio	QoQShares vs Q1 2026
1	BlackRock#1 · 7,461,705 sh	7,461,705	$133.3M	<0.01%	+11.9%
2	VANGUARD PORTFOLIO MANAGEMENT#2 · 3,289,850 sh	3,289,850	$58.8M	<0.01%	+0.2%
3	AQR CAPITAL MANAGEMENT#3 · 2,114,423 sh	2,114,423	$37.8M	0.01%	-16.4%
4	D. E. Shaw#4 · 1,923,057 sh	1,923,057	$34.4M	0.02%	+232.8%
5	STATE STREET#5 · 1,845,006 sh	1,845,006	$33.0M	<0.01%	+5.9%
6	VANGUARD CAPITAL MANAGEMENT#6 · 1,770,787 sh	1,770,787	$31.6M	<0.01%	+0.8%
7	DIMENSIONAL FUND ADVISORS#7 · 1,626,085 sh	1,626,085	$29.1M	<0.01%	-14.2%
8	GEODE CAPITAL MANAGEMENT#8 · 1,373,422 sh	1,373,422	$24.5M	<0.01%	+0.2%
9	Pathstone#9 · 1,280,177 sh	1,280,177	$22.9M	0.07%	+6.5%
10	GOLDMAN SACHS GROUP#10 · 1,146,390 sh	1,146,390	$20.5M	<0.01%	+28.5%
11	BAMCO#11 · 910,800 sh	910,800	$16.3M	0.02%	-14.1%
12	AMERIPRISE FINANCIAL#12 · 896,710 sh	896,710	$16.0M	<0.01%	+64.7%
13	HOTCHKIS & WILEY CAPITAL MANAGEMENT#13 · 817,919 sh	817,919	$14.6M	0.04%	+19.2%
14	NEW SOUTH CAPITAL MANAGEMENT#14 · 792,624 sh	792,624	$14.2M	0.62%	New
15	MORGAN STANLEY#15 · 768,988 sh	768,988	$13.7M	<0.01%	+10.4%
16	SYSTEMATIC FINANCIAL MANAGEMENT#16 · 711,516 sh	711,516	$12.7M	0.25%	+30.7%
17	Allianz Asset Management GmbH#17 · 660,144 sh	660,144	$11.8M	0.01%	+28.4%
18	JACOBS LEVY EQUITY MANAGEMENT#18 · 584,996 sh	584,996	$10.5M	0.04%	New
19	GLENMEDE NA#19 · 555,440 sh	555,440	$9.9M	0.04%	+164.7%
20	CHARLES SCHWAB INVESTMENT MANAGEMENT#20 · 538,930 sh	538,930	$9.6M	<0.01%	-7.0%
21	Point72 Asset Management, L.P.#21 · 529,793 sh	529,793	$9.5M	0.01%	+5.0%
22	BANK OF AMERICA#22 · 512,563 sh	512,563	$9.2M	<0.01%	+40.8%
23	PRUDENTIAL FINANCIAL#23 · 502,827 sh	502,827	$9.0M	<0.01%	+49.7%
24	NORTHERN#24 · 489,856 sh	489,856	$8.8M	<0.01%	+1.7%
25	Invesco Ltd.#25 · 460,838 sh	460,838	$8.2M	<0.01%	-74.3%
26	JPMORGAN CHASE#26 · 425,847 sh	425,847	$8.0M	<0.01%	+45.7%
27	FIL Ltd#27 · 430,000 sh	430,000	$7.7M	<0.01%	-7.7%
28	Pacer Advisors#28 · 369,436 sh	369,436	$6.6M	0.02%	New
29	Nuveen#29 · 330,562 sh	330,562	$5.9M	<0.01%	+227.4%
30	Aristotle Capital Boston#30 · 325,014 sh	325,014	$5.8M	0.39%	-7.0%
31	Edgestream Partners, L.P.#31 · 308,870 sh	308,870	$5.5M	0.16%	New
32	PRINCIPAL FINANCIAL GROUP#32 · 283,885 sh	283,885	$5.1M	<0.01%	-0.9%
33	VANGUARD FIDUCIARY#33 · 270,082 sh	270,082	$4.8M	<0.01%	-1.5%
34	Creative Planning#34 · 269,324 sh	269,324	$4.8M	<0.01%	+490.6%
35	Intrinsic Edge Capital Management#35 · 250,000 sh	250,000	$4.5M	0.46%	New
36	Bank of New York Mellon#36 · 236,189 sh	236,189	$4.2M	<0.01%	-5.9%
37	UBS Group AG#37 · 217,633 sh	217,633	$3.9M	<0.01%	+68.1%
38	VICTORY CAPITAL MANAGEMENT#38 · 213,437 sh	213,437	$3.8M	<0.01%	+37.9%
39	SEI INVESTMENTS#39 · 177,774 sh	177,774	$3.2M	<0.01%	-33.2%
40	FIRST ADVISORS#40 · 161,412 sh	161,412	$2.9M	<0.01%	+64.2%
41	MILLENNIUM MANAGEMENT#41 · 159,149 sh	159,149	$2.8M	<0.01%	New
42	CITADEL ADVISORS#42 · 153,476 sh	153,476	$2.7M	<0.01%	New
43	Mariner#43 · 146,526 sh	146,526	$2.6M	<0.01%	+344.9%
44	PUBLIC SECTOR PENSION INVESTMENT BOARD#44 · 140,813 sh	140,813	$2.5M	<0.01%	-7.8%
45	BOOTHBAY FUND MANAGEMENT#45 · 134,138 sh	134,138	$2.4M	0.03%	New
46	TWO SIGMA INVESTMENTS#46 · 133,622 sh	133,622	$2.4M	<0.01%	-3.7%
47	VIRGINIA RETIREMENT SYSTEMS ET Al#47 · 132,000 sh	132,000	$2.4M	<0.01%	New
48	BESSEMER GROUP#48 · 128,563 sh	128,563	$2.3M	<0.01%	+0.1%
49	Orion Porfolio Solutions#49 · 127,104 sh	127,104	$2.3M	0.02%	+394.2%
50	ALLIANCEBERNSTEIN L.P.#50 · 58,054 sh	58,054	$2.2M	<0.01%	+9.1%
51	RHUMBLINE ADVISERS#51 · 123,183 sh	123,183	$2.2M	<0.01%	New
52	Vanguard Global Advisers#52 · 115,637 sh	115,637	$2.1M	<0.01%	+134.8%
53	CAPITAL FUND MANAGEMENT S.A.#53 · 107,988 sh	107,988	$1.9M	<0.01%	New
54	Quantinno Capital Management#54 · 103,500 sh	103,500	$1.8M	<0.01%	+51.0%
55	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO#55 · 100,690 sh	100,690	$1.8M	<0.01%	+35.0%
56	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME#56 · 100,542 sh	100,542	$1.8M	<0.01%	-9.8%
57	Legal & General Group Plc#57 · 93,942 sh	93,942	$1.7M	<0.01%	-5.1%
58	VARCOV#58 · 92,486 sh	92,486	$1.7M	0.63%	+553.0%
59	Bleakley Financial Group#59 · 89,746 sh	89,746	$1.6M	0.02%	New
60	EXCHANGE TRADED CONCEPTS#60 · 87,577 sh	87,577	$1.6M	<0.01%	New
61	Tweedy, Browne#61 · 87,577 sh	87,577	$1.6M	0.12%	New
62	BNP PARIBAS FINANCIAL MARKETS#62 · 86,799 sh	86,799	$1.6M	<0.01%	-51.7%
63	CITIGROUP#63 · 84,903 sh	84,903	$1.5M	<0.01%	-58.1%
64	Aquatic Capital Management#64 · 84,216 sh	84,216	$1.5M	0.05%	New
65	Swiss National Bank#65 · 78,700 sh	78,700	$1.4M	<0.01%	-6.9%
66	TUDOR INVESTMENT ET AL#66 · 76,836 sh	76,836	$1.4M	<0.01%	New
67	Russell Investments Group, Ltd.#67 · 70,113 sh	70,113	$1.3M	<0.01%	-42.0%
68	Prosight Management#68 · 67,500 sh	67,500	$1.2M	0.21%	New
69	Savant Capital#69 · 66,693 sh	66,693	$1.2M	<0.01%	New
70	AE Wealth Management#70 · 66,161 sh	66,161	$1.2M	<0.01%	New
71	Brevan Howard Capital Management#71 · 63,991 sh	63,991	$1.1M	<0.01%	+599.3%
72	XTX Topco Ltd#72 · 61,221 sh	61,221	$1.1M	0.01%	+330.3%
73	PRICE T ROWE ASSOCIATES#73 · 59,071 sh	59,071	$1.1M	<0.01%	+13.9%
74	SUSQUEHANNA INTERNATIONAL GROUP, LLP#74 · 54,086 sh	54,086	$966.5K	<0.01%	+87.6%
75	AMERICAN CENTURY COMPANIES#75 · 53,884 sh	53,884	$962.9K	<0.01%	-10.4%
76	NORDEN GROUP#76 · 52,284 sh	52,284	$934.3K	—	New
77	DEUTSCHE BANK AG\#77 · 50,923 sh	50,923	$910.0K	<0.01%	-78.9%
78	Larson Financial Group#78 · 50,435 sh	50,435	$901.3K	0.02%	New
79	Wealthspire Advisors#79 · 50,000 sh	50,000	$893.5K	<0.01%	New
80	NEW YORK STATE TEACHERS RETIREMENT SYSTEM#80 · 49,592 sh	49,592	$886.0K	—	+0.5%
81	IEQ CAPITAL#81 · 49,065 sh	49,065	$876.8K	<0.01%	+11.4%
82	DRIVE WEALTH MANAGEMENT#82 · 46,727 sh	46,727	$835.0K	0.15%	New
83	Militia Capital Management#83 · 45,500 sh	45,500	$813.1K	0.02%	New
84	COMMONWEALTH EQUITY SERVICES#84 · 44,101 sh	44,101	$788.1K	<0.01%	New
85	THRIVENT FINANCIAL FOR LUTHERANS#85 · 42,486 sh	42,486	$759.0K	<0.01%	-21.1%
86	FMR#86 · 42,383 sh	42,383	$757.4K	0.00%	-93.9%
87	STRS OHIO#87 · 42,100 sh	42,100	$752.3K	<0.01%	New
88	VANGUARD ASSET MANAGEMENT, Ltd#88 · 40,897 sh	40,897	$730.8K	<0.01%	+15.5%
89	OSSIAM#89 · 39,800 sh	39,800	$711.2K	<0.01%	0.0%
90	GSA CAPITAL PARTNERS LLP#90 · 39,084 sh	39,084	$698.0K	0.04%	New
91	WELLS FARGO & COMPANY#91 · 36,559 sh	36,559	$653.3K	<0.01%	+114.0%
92	Cerity Partners#92 · 36,230 sh	36,230	$647.4K	<0.01%	+18.4%
93	CAISSE DE DEPOT ET PLACEMENT DU QUEBEC#93 · 34,600 sh	34,600	$618.3K	<0.01%	0.0%
94	FRANKLIN RESOURCES#94 · 34,121 sh	34,121	$609.7K	<0.01%	+127.6%
95	Man Group plc#95 · 34,034 sh	34,034	$608.2K	<0.01%	-64.1%
96	FEDERATED HERMES#96 · 31,722 sh	31,722	$566.9K	<0.01%	-82.7%
97	WEALTH ENHANCEMENT ADVISORY SERVICES#97 · 30,974 sh	30,974	$543.3K	—	+21.2%
98	GREAT WEST LIFE ASSURANCE#98 · 29,911 sh	29,911	$534.0K	<0.01%	-16.8%
99	Wedmont Private Capital#99 · 30,060 sh	30,060	$527.3K	—	New
100	OCCUDO QUANTITATIVE STRATEGIES#100 · 28,845 sh	28,845	$515.5K	0.03%	New

Funds that sold out of EFOR in Q2 2026 (74)

Held EFOR at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.

Institutions that held EFOR in Q1 2026 and reported no position in Q2 2026.
Institution	Shares sold	Value in Q1 2026
REINHART PARTNERS1,650,955 sh	1,650,955	$63.9M
SCHRODER INVESTMENT MANAGEMENT GROUP887,692 sh	887,692	$33.9M
Incline Global Management439,688 sh	439,688	$17.0M
Boston Partners390,028 sh	390,028	$15.1M
CONGRESS ASSET MANAGEMENT125,326 sh	125,326	$4.9M
VOLORIDGE INVESTMENT MANAGEMENT107,864 sh	107,864	$4.2M
Hillsdale Investment Management94,000 sh	94,000	$3.6M
VOYA INVESTMENT MANAGEMENT88,081 sh	88,081	$3.4M
RENAISSANCE TECHNOLOGIES66,294 sh	66,294	$2.6M
BALYASNY ASSET MANAGEMENT L.P.62,261 sh	62,261	$2.4M
Coppell Advisory Solutions55,729 sh	55,729	$2.1M
CLARK ESTATES48,800 sh	48,800	$1.9M
LAZARD ASSET MANAGEMENT40,190 sh	40,190	$1.6M
Universal- Beteiligungs- und Servicegesellschaft mbH38,930 sh	38,930	$1.5M
Jackson Creek Investment Advisors37,313 sh	37,313	$1.4M
ENVESTNET ASSET MANAGEMENT27,271 sh	27,271	$1.1M
Holocene Advisors26,241 sh	26,241	$1.0M
CenterBook Partners25,542 sh	25,542	$988.7K
TEACHER RETIREMENT SYSTEM OF TEXAS21,355 sh	21,355	$826.7K
SIT INVESTMENT ASSOCIATES20,940 sh	20,940	$811.0K
PICTON MAHONEY ASSET MANAGEMENT18,754 sh	18,754	$726.0K
Assenagon Asset Management S.A.18,312 sh	18,312	$708.9K
Vident Advisory18,285 sh	18,285	$707.8K
Horizon Investments17,962 sh	17,962	$695.3K
2Xideas AG17,939 sh	17,939	$694.4K
Woodline Partners13,957 sh	13,957	$540.3K
MIRABELLA FINANCIAL SERVICES LLP13,817 sh	13,817	$534.9K
OPPENHEIMER ASSET MANAGEMENT12,837 sh	12,837	$496.9K
HIGHLAND CAPITAL MANAGEMENT12,269 sh	12,269	$474.9K
Vise Technologies9,337 sh	9,337	$449.8K
NorthCrest Asset Manangement10,482 sh	10,482	$409.3K
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS10,559 sh	10,559	$408.7K
NEW MEXICO EDUCATIONAL RETIREMENT BOARD10,200 sh	10,200	$395.0K
Cresset Asset Management10,149 sh	10,149	$392.9K
Engineers Gate Manager9,943 sh	9,943	$384.9K
WILEY BROS.-AINTREE CAPITAL9,649 sh	9,649	$373.5K
Focus Partners Wealth9,348 sh	9,348	$361.9K
INTECH INVESTMENT MANAGEMENT8,902 sh	8,902	$344.6K
HSBC PLC8,604 sh	8,604	$334.4K
Optimize Financial8,190 sh	8,190	$317.0K
Counterpoint Mutual Funds7,648 sh	7,648	$296.1K
Pictet Asset Management Holding SA7,328 sh	7,328	$283.7K
Dynamic Technology Lab Private Ltd6,982 sh	6,982	$270.3K
Swiss Life Asset Management Ltd6,555 sh	6,555	$253.7K
ProShare Advisors6,495 sh	6,495	$251.4K
MEEDER ASSET MANAGEMENT6,294 sh	6,294	$243.6K
Maryland State Retirement & Pension System6,158 sh	6,158	$238.4K
BANK OF MONTREAL6,009 sh	6,009	$232.6K
Vanguard Personalized Indexing Management6,004 sh	6,004	$232.4K
Lido Advisors5,381 sh	5,381	$208.3K
Higgins & Schmidt Wealth Strategies5,258 sh	5,258	$203.5K
Perpetual Ltd5,203 sh	5,203	$201.4K
WESTPAC BANKING4,894 sh	4,894	$189.4K
United Community Bank4,100 sh	4,100	$158.7K
QUADRANT CAPITAL GROUP1,590 sh	1,590	$79.7K
MAI Capital Management1,326 sh	1,326	$51.3K
Matrix509 sh	509	$20.0K
Wilmington Savings Fund Society, FSB500 sh	500	$19.4K
Root Financial Partners369 sh	369	$14.3K
Advisory Services Network172 sh	172	$6.7K
FIRST HORIZON NATIONAL145 sh	145	$5.6K
Wealth Preservation Advisors98 sh	98	$3.8K
GHP Investment Advisors55 sh	55	$2.1K
CVA Family Office51 sh	51	$2.0K
Basecamp Wealth Advisors32 sh	32	$1.2K
Ronald Blue13 sh	13	$503.00
MATHER GROUP12 sh	12	$465.00
Bruce G. Allen Investments11 sh	11	$426.00
TD PRIVATE CLIENT WEALTH7 sh	7	$271.00
Torren Management7 sh	7	$271.00
Fortitude Family Office5 sh	5	$194.00
MV CAPITAL MANAGEMENT4 sh	4	$155.00
Vermillion Wealth Management4 sh	4	$155.00
DiNuzzo Private Wealth2 sh	2	$78.00

Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.