Company · Ownership research

Everforth Inc EFOR

CIK 0000890564 · CUSIP 00191U102

Insider trading Initial holdings Institutional holders

Quarter-end disclosures, not live holdings.

Several CUSIPs are reported for this company; this page shows CUSIP 00191U102 (EFOR), not CUSIP 00191U902 (EFOR), CUSIP 00191U952 (EFOR), and does not merge CUSIPs.

This page lists the top 20 of 116 rows by value; the complete set is available through the API.

Some filings reported values in thousands; those figures were scaled ×1,000 to dollars.

Top 20 institutions

Weight means this stock's share of the manager's own portfolio.

By reported value

#	Manager	Value	Manager weight	Change vs prior	Source
01	DIMENSIONAL FUND ADVISORS LP CIK 354204 · View history	$45.33M 1,377,737 shares	0.01%	-248.35K(-15.30%)Reduced	SEC filing ↗ Nov 4, 2026	▾
02	GEODE CAPITAL MANAGEMENT, LLC CIK 1214717 · View history	$43.60M 1,325,028 shares	0.00%	-48.39K(-3.50%)Reduced	SEC filing ↗ Nov 6, 2026	▾
03	NEW SOUTH CAPITAL MANAGEMENT INC CIK 1044797 · View history	$14.90M 453,037 shares	0.97%	-339.59K(-42.80%)Reduced	SEC filing ↗ Nov 5, 2026	▾
04	Creative Planning CIK 1540235 · View history	$9.80M 297,873 shares	0.01%	+28.55K(+10.60%)Added	SEC filing ↗ Nov 2, 2026	▾
05	PRINCIPAL FINANCIAL GROUP INC CIK 1126328 · View history	$8.49M 257,985 shares	0.00%	-25.90K(-9.10%)Reduced	SEC filing ↗ Nov 2, 2026	▾
06	Bank of New York Mellon Corp CIK 1390777 · View history	$7.67M 233,173 shares	0.00%	-3.02K(-1.30%)Reduced	SEC filing ↗ Nov 5, 2026	▾
07	Russell Investments Group, Ltd. CIK 1692234 · View history	$7.29M 221,517 shares	0.01%	+151.40K(+215.90%)Added	SEC filing ↗ Nov 6, 2026	▾
08	EXCHANGE TRADED CONCEPTS, LLC CIK 1457320 · View history	$3.39M 103,039 shares	0.02%	+15.46K(+17.70%)Added	SEC filing ↗ Oct 28, 2026	▾
09	Tweedy, Browne Co LLC CIK 732905 · View history	$3.39M 103,039 shares	0.28%	+15.46K(+17.70%)Added	SEC filing ↗ Nov 4, 2026	▾
10	BARCLAYS PLC CIK 312069 · View history	$2.53M 76,920 shares	0.00%	+69.90K(+995.30%)Added	SEC filing ↗ Nov 6, 2026	▾
11	Thrivent Financial for Lutherans CIK 314984 · View history	$1.74M 52,932 shares	0.00%	+10.45K(+24.60%)Added	SEC filing ↗ Nov 5, 2026	▾
12	Savant Capital, LLC CIK 1482880 · View history	$1.73M 52,462 shares	0.00%	-14.23K(-21.30%)Reduced	SEC filing ↗ Nov 6, 2026	▾
13	SummerHaven Investment Management, LLC CIK 1846436 · Amended · View history	$1.72M 52,139 shares	0.96%	+38.22K(+274.70%)Added	SEC filing ↗ Oct 19, 2026	▾
14	NEW YORK STATE TEACHERS RETIREMENT SYSTEM CIK 314969 · View history	$1.62M 49,376 shares	0.00%	-216(-0.40%)Reduced	SEC filing ↗ Oct 22, 2026	▾
15	CITIGROUP INC CIK 831001 · View history	$1.62M 49,250 shares	0.00%	-35.65K(-42.00%)Reduced	SEC filing ↗ Nov 4, 2026	▾
16	DEUTSCHE BANK AG\ CIK 948046 · View history	$1.55M 47,222 shares	0.00%	-3.70K(-7.30%)Reduced	SEC filing ↗ Nov 6, 2026	▾
17	Fulcrum Asset Management LLP CIK 1353395 · View history	$1.38M 41,924 shares	0.06%	+38.87K(+1,272.80%)Added	SEC filing ↗ Nov 4, 2026	▾
18	COMMONWEALTH EQUITY SERVICES, LLC CIK 312272 · View history	$1.25M 38,038 shares	0.00%	-6.06K(-13.70%)Reduced	SEC filing ↗ Nov 2, 2026	▾
19	STRS OHIO CIK 820478 · View history	$1.17M 35,600 shares	0.00%	-6.50K(-15.40%)Reduced	SEC filing ↗ Oct 30, 2026	▾
20	Wedmont Private Capital CIK 1904274 · View history	$1.15M 31,915 shares	0.03%	+1.85K(+6.20%)Added	SEC filing ↗ Oct 9, 2026	▾

Showing 20 / 116 institutions. The complete set is available through the API.

Coverage & totals by quarter

Reporting institutions

116

Cancelled or null records excluded

Disclosed shares

5,523,484

Not deduplicated across managers

Disclosed value

$181.62M

Not market cap or free float

Reporting institutions by quarter

Counts also change with data coverage and reporting entities; they do not measure net buying. Distinct managers with a live stock row in this CUSIP; totals may include overlapping filings and are not a share of the company.

Everforth Inc · Q3 2026

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Sources, coverage & how to read this data

Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.