Everforth, Inc. (EFOR) Ownership
EFOR ownership summary
as of October 18, 2026- Institutions
- 110.1% of shares outstanding
- Insiders
- 3.37% of shares outstanding
- Shares outstanding
- 41.0M
- Float
- 37.3M shares available to trade
- Short interest
- 10.32% 3.5M shares short
- Days to cover
- 4.95 short interest down 13.1% vs prior month
- Institutions 110.08%
- Insiders 3.37%
EFOR top institutional holders
20 largest| # | Holder | % of shares | Shares | Value | Change | Reported |
|---|---|---|---|---|---|---|
| 1 | BlackRock Inc | 18.20% | 7.5M | $286.2M | +792,558 (+11.9%) | June 30, 2026 |
| 2 | Vanguard Portfolio Management, LLC | 8.02% | 3.3M | $126.2M | +6,204 (+0.2%) | June 30, 2026 |
| 3 | AQR Capital Management LLC | 5.16% | 2.1M | $81.1M | −416,227 (−16.4%) | June 30, 2026 |
| 4 | D. E. Shaw & Co LP | 4.69% | 1.9M | $73.8M | +1.3M (+232.8%) | June 30, 2026 |
| 5 | State Street Corp | 4.50% | 1.8M | $70.8M | +102,297 (+5.9%) | June 30, 2026 |
| 6 | Vanguard Capital Management, LLC | 4.32% | 1.8M | $67.9M | +14,219 (+0.8%) | June 30, 2026 |
| 7 | Dimensional Fund Advisors, Inc. | 3.97% | 1.6M | $62.4M | −269,038 (−14.2%) | June 30, 2026 |
| 8 | Geode Capital Management, LLC | 3.35% | 1.4M | $52.7M | +2,158 (+0.2%) | June 30, 2026 |
| 9 | Pathstone Holdings LLC | 3.12% | 1.3M | $49.1M | +77,944 (+6.5%) | June 30, 2026 |
| 10 | The Goldman Sachs Group Inc | 2.80% | 1.1M | $44.0M | +254,422 (+28.5%) | June 30, 2026 |
| 11 | BAMCO Inc | 2.22% | 911K | $34.9M | −150,000 (−14.1%) | June 30, 2026 |
| 12 | Ameriprise Financial Inc | 2.19% | 897K | $34.4M | +352,172 (+64.7%) | June 30, 2026 |
| 13 | Hotchkis & Wiley Capital Management LLC | 1.99% | 818K | $31.4M | +131,790 (+19.2%) | June 30, 2026 |
| 14 | Newsouth Capital Management Inc | 1.93% | 793K | $30.4M | −83,484 (−9.5%) | June 30, 2026 |
| 15 | Morgan Stanley - Brokerage Accounts | 1.88% | 769K | $29.5M | +72,562 (+10.4%) | June 30, 2026 |
| 16 | Systematic Financial Management LP | 1.74% | 712K | $27.3M | +166,933 (+30.7%) | June 30, 2026 |
| 17 | Allianz Asset Management AG | 1.61% | 660K | $25.3M | +146,164 (+28.4%) | June 30, 2026 |
| 18 | Jacobs Levy Equity Management, Inc. | 1.43% | 585K | $22.4M | +584,996 (0.0%) | June 30, 2026 |
| 19 | Glenmede Trust Co NA | 1.35% | 555K | $21.3M | +345,632 (+164.7%) | June 30, 2026 |
| 20 | Charles Schwab Investment Management Inc | 1.31% | 539K | $20.7M | −40,717 (−7.0%) | June 30, 2026 |
Value at the latest close. Change = shares bought or sold in the latest quarterly filing (13F). In the top 20, 15 holders added 4.4M shares and 5 cut 959K.
EFOR top mutual fund and ETF holders
20 largest| # | Holder | % of shares | Shares | Value | Change | Reported |
|---|---|---|---|---|---|---|
| 1 | iShares Core S&P Small-Cap ETF | 5.95% | 2.4M | $93.6M | +630 (+0.0%) | September 30, 2026 |
| 2 | Vanguard MStar Total Stk Mkt Idx Invest | 3.00% | 1.2M | $47.1M | — | August 31, 2026 |
| 3 | iShares Russell 2000 ETF | 2.60% | 1.1M | $41.0M | −12,288 (−1.1%) | September 30, 2026 |
| 4 | Vanguard Information Technology ETF | 2.50% | 1.0M | $39.3M | −443 (−0.0%) | August 31, 2026 |
| 5 | Vanguard Small Cap Index | 2.18% | 896K | $34.4M | +2,040 (+0.2%) | August 31, 2026 |
| 6 | Baron Small Cap Retail | 2.07% | 850K | $32.6M | — | September 30, 2026 |
| 7 | Vanguard MStar Small Cap Value Index | 1.39% | 569K | $21.8M | +583 (+0.1%) | August 31, 2026 |
| 8 | Glenmede Small Cap Equity Adv | 1.23% | 504K | $19.3M | +315,168 (+166.5%) | June 30, 2026 |
| 9 | Columbia Small Cap Value Discv A | 1.20% | 491K | $18.8M | +3,100 (+0.6%) | August 31, 2026 |
| 10 | Fidelity Small Cap Index | 1.09% | 445K | $17.1M | +3,202 (+0.7%) | July 31, 2026 |
| 11 | PIMCO RAE US Small Instl | 1.04% | 427K | $16.4M | +68,042 (+19.0%) | June 30, 2026 |
| 12 | AQR Long-Short Equity I | 0.98% | 400K | $15.3M | +4 (+0.0%) | June 30, 2026 |
| 13 | iShares Russell 2000 Value ETF | 0.93% | 383K | $14.7M | +580 (+0.2%) | September 30, 2026 |
| 14 | State Street SPDR Port S&P 600 Sm CpETF | 0.91% | 371K | $14.2M | — | September 30, 2026 |
| 15 | iShares S&P Small-Cap 600 Value ETF | 0.85% | 347K | $13.3M | — | September 30, 2026 |
| 16 | First Trust Small Cap Core AlphaDEX® ETF | 0.61% | 252K | $9.7M | — | September 30, 2026 |
| 17 | iShares Defense Indstr and TechActiveETF | 0.60% | 247K | $9.5M | — | September 30, 2026 |
| 18 | Vanguard Russell 2000 ETF | 0.57% | 234K | $9.0M | +6,067 (+2.7%) | August 31, 2026 |
| 19 | Fidelity Global Value Long/Short F | 0.56% | 230K | $8.8M | +10,000 (+4.5%) | June 30, 2026 |
| 20 | T. Rowe Price Small-Cap Value | 0.55% | 227K | $8.7M | +227,167 (0.0%) | August 31, 2026 |
Funds report holdings monthly or quarterly; dates differ by fund.
EFOR shares outstanding
Year-end shares outstanding, adjusted for splits.
Who owns EFOR
Institutional investors own 110.1% of Everforth's shares and insiders 3.37%. The largest holder is BlackRock Inc with 18.20% of the shares (7.5M), as of June 30, 2026. Among the top 20 institutions, 15 added shares and 5 reduced their stake in the latest filings. Short interest is 10.32% of the float, or 4.95 days of average trading volume. The share count fell 19.1% since 2014.
Related: EFOR analyst forecast, EFOR key metrics. See the EFOR stock overview for the latest quote and news.
EFOR ownership FAQ
Who owns the most Everforth stock?
The largest shareholders of Everforth are BlackRock Inc (18.20%), Vanguard Portfolio Management, LLC (8.02%), AQR Capital Management LLC (5.16%), D. E. Shaw & Co LP (4.69%), State Street Corp (4.50%).
What percentage of Everforth is owned by institutions?
Institutions hold 110.1% of Everforth's shares outstanding; insiders hold 3.37%.
Which funds own Everforth?
The largest fund holders of Everforth are iShares Core S&P Small-Cap ETF (5.95%), Vanguard MStar Total Stk Mkt Idx Invest (3.00%), iShares Russell 2000 ETF (2.60%), Vanguard Information Technology ETF (2.50%), Vanguard Small Cap Index (2.18%).
What is Everforth's short interest?
3.5M shares of Everforth were sold short, 10.32% of the float; at the average daily volume it would take 4.95 days to cover.
How many shares of Everforth are outstanding?
Everforth has 41.0M shares outstanding, of which 37.3M are in the public float.