Everforth Inc (EFOR)

Currency in USD
34.25
-1.94(-5.36%)
Closed·
34.60+0.35(+1.02%)
·

Ownership

Ownership Overview

Type
Common Stock Held% of Shares OutstandingMarket Value
Mutual Funds & ETFs
23.75M58.07%781.38M
Other Institutional Investors
20.27M41.93%666.98M
Public Companies & Retail Investors
0.000.00%0.00
Total
44.02M100.00%1.45B

Top Institutional Holders

Holder
% of holding
Shares Held
Date Reported
Value (In 1,000s)
BlackRock, Inc.18.24%7,461,705245,490
Vanguard Portfolio Management, LLC8.04%3,289,850108,236
AQR Capital Management, LLC5.15%2,106,26569,296
Vanguard Capital Management, LLC4.99%2,040,86967,145
D. E. Shaw & Co., L.P.4.70%1,923,05763,269
State Street Investment Management4.51%1,845,00660,701
Dimensional Fund Advisors LP3.98%1,626,08553,498
Geode Capital Management, LLC3.36%1,373,42245,186
Pathstone Family Office, LLC3.13%1,280,17742,118
Baron Capital Group, Inc.2.23%910,80029,965

Top Mutual Fund Holders

Holder
% of holding
Shares Held
Date Reported
Value (In 1,000s)
iShares Trust - iShares Core S&P Small-Cap ETF6.11%2,498,06582,186
Vanguard Index Funds - Vanguard Morningstar Total Stock Market ETF3.00%1,228,71140,425
iShares Trust - iShares Russell 2000 ETF2.63%1,077,64535,455
Vanguard World Fund - Vanguard Information Technology ETF2.50%1,023,84733,685
Vanguard Index Funds - Vanguard Morningstar Small-Cap ETF2.19%895,76829,471
Baron Investment Funds Trust - Baron Small Cap Fund2.08%850,00027,965
The Glenmede Fund, Inc. - Small Cap Equity Portfolio1.41%576,31518,961
Vanguard Index Funds - Vanguard Morningstar Small-Cap Value ETF1.39%569,14818,725
Columbia Funds Series Trust I - Columbia Small Cap Value Discovery Fund1.20%490,70916,144
Vanguard Index Funds - Vanguard Extended Market ETF1.15%471,69015,519
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