Everforth, Inc. — Institutional Ownership
Which tracked institutions hold EFOR, and how they changed the position last quarter. Latest holdings as of Jun 30, 2026. Source: SEC 13-F filings.
25
Funds holding
$280357117
Total value held
Buying
18 added/new · 7 reduced
| # | Institution | Value | Shares | Δ Shares | Change (QoQ) |
|---|---|---|---|---|---|
| 1 | Blackrock, Inc. | $133340663 | 7461705 | +792558 | +11.88% |
| 2 | State Street Corp | $32970257 | 1845006 | +102297 | +5.87% |
| 3 | Goldman Sachs Group Inc | $20485990 | 1146390 | +254422 | +28.52% |
| 4 | Ameriprise Financial Inc | $16024204 | 896710 | +896710 | NEW BUY |
| 5 | Morgan Stanley | $13741815 | 768988 | +72562 | +10.42% |
| 6 | Bank Of America Corp /De/ | $9159501 | 512563 | +148500 | +40.79% |
| 7 | Prudential Financial Inc | $8985519 | 502827 | +167034 | +49.74% |
| 8 | Northern Trust Corp | $8753725 | 489856 | +7978 | +1.66% |
| 9 | Invesco Ltd. | $8235176 | 460838 | +460838 | NEW BUY |
| 10 | Jpmorgan Chase & Co | $7971856 | 425847 | +133668 | +45.75% |
| 11 | Principal Financial Group Inc | $5073025 | 283885 | -2472 | -0.86% |
| 12 | Bank Of New York Mellon Corp | $4220701 | 236189 | -14852 | -5.92% |
| 13 | Ubs Group Ag | $3889101 | 217633 | +217633 | NEW BUY |
| 14 | Sei Investments Co | $3176829 | 177774 | -88535 | -33.25% |
| 15 | Citigroup Inc | $1517216 | 84903 | -126056 | -59.75% |
| 16 | Wells Fargo & Company/Mn | $653317 | 36559 | +19476 | +114.01% |
| 17 | Franklin Resources Inc | $609742 | 34121 | +19127 | +127.56% |
| 18 | Federated Hermes, Inc. | $566872 | 31722 | +31722 | NEW BUY |
| 19 | Royal Bank Of Canada | $251000 | 14071 | +12509 | +800.83% |
| 20 | Allstate Corp | $247249 | 13836 | +13836 | NEW BUY |
| 21 | Fifth Third Bancorp | $155835 | 8720 | -830 | -8.69% |
| 22 | Barclays Plc | $125502 | 7023 | -96434 | -93.21% |
| 23 | Pnc Financial Services Group, Inc. | $113922 | 6375 | -1044 | -14.07% |
| 24 | Us Bancorp \De\ | $84472 | 4727 | +601 | +14.57% |
| 25 | Southstate Bank Corp | $3628 | 203 | +203 | NEW BUY |
Aggregated across tracked institutional filers. Reported quarterly on SEC Form 13-F and may lag. For research only — not investment advice.