EFOR Institutional Ownership
Everforth, Inc.
1W: +11.1%
1M: +26.3%
3M: +79.9%
YTD: -10.4%
1Y: -6.0%
3Y: -49.1%
5Y: -64.7%
$39.59
-2.23 (-5.33%)
After Hours: $38.42 (-1.17, -2.94%)
Weekly Expected Move ±8.1%
$37
$40
$44
$47
$51
Credit Risk of going bust: not rated Debt: 45.6% of company value Bonds: $36.6M held by 89 funds, 309 bp over Treasuries → details ▾
Not rated: insufficient price history.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.
Overview
News
Chart
Smart Money
Financials
Income Statement
Cash Flow
Balance Sheet
Earnings
Dividends
Analysis
Technicals
Weather
Peers
ESG
Institutions
ETF Exposure
Dark Pool
Short Interest
Supply Chain
Institutional Ownership — EFOR
325
Institutional Holders
+13 vs prior quarter
0.0%
Ownership
+0.00pp
$778M
Total Invested
80
New Positions
75
Increased
137
Reduced
73
Closed
0.75
Put/Call Ratio
Ownership Trends
Top Institutional Holders (376 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 7,461,705 | $312M | +792,558 | +11.9% | 8Q | SEC ↗ |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | 3,289,850 | $138M | +6,204 | +0.2% | 2Q | SEC ↗ |
| 3 | AQR CAPITAL MANAGEMENT LLC | 2,114,423 | $88M | -416,227 | -16.4% | 33Q | SEC ↗ |
| 4 | D. E. Shaw & Co., Inc. | 1,923,057 | $80M | +1,345,207 | +232.8% | 9Q | SEC ↗ |
| 5 | STATE STREET CORP | 1,845,006 | $77M | +102,297 | +5.9% | 33Q | SEC ↗ |
| 6 | VANGUARD CAPITAL MANAGEMENT LLC | 1,770,787 | $74M | +14,219 | +0.8% | 2Q | SEC ↗ |
| 7 | DIMENSIONAL FUND ADVISORS LP | 1,626,085 | $68M | -269,038 | -14.2% | 33Q | SEC ↗ |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | 1,373,422 | $57M | +2,158 | +0.2% | 33Q | SEC ↗ |
| 9 | Pathstone Holdings, LLC | 1,280,177 | $54M | +77,944 | +6.5% | 11Q | SEC ↗ |
| 10 | GOLDMAN SACHS GROUP INC | 1,146,390 | $48M | +254,422 | +28.5% | 15Q | SEC ↗ |
| 11 | BAMCO INC /NY | 910,800 | $38M | -150,000 | -14.1% | 32Q | SEC ↗ |
| 12 | AMERIPRISE FINANCIAL INC | 896,710 | $38M | +352,172 | +64.7% | 16Q | SEC ↗ |
| 13 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LL | 817,919 | $34M | +131,790 | +19.2% | 9Q | SEC ↗ |
| 14 | NEW SOUTH CAPITAL MANAGEMENT INC NEW | 792,624 | $33M | — | +0.0% | 1Q | SEC ↗ |
| 15 | MORGAN STANLEY | 768,988 | $32M | +72,562 | +10.4% | 33Q | SEC ↗ |
| 16 | SYSTEMATIC FINANCIAL MANAGEMENT LP | 711,516 | $30M | +166,933 | +30.7% | 33Q | SEC ↗ |
| 17 | Allianz Asset Management GmbH | 660,144 | $28M | +146,164 | +28.4% | 11Q | SEC ↗ |
| 18 | JACOBS LEVY EQUITY MANAGEMENT, INC NEW | 584,996 | $24M | — | +0.0% | 1Q | SEC ↗ |
| 19 | GLENMEDE TRUST CO NA | 555,440 | $23M | +345,632 | +164.7% | 3Q | SEC ↗ |
| 20 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 538,930 | $23M | -40,717 | -7.0% | 15Q | SEC ↗ |
| 21 | Sixth Street Partners Management Compa NEW | 538,930 | $23M | — | +0.0% | 1Q | SEC ↗ |
| 22 | Point72 Asset Management, L.P. | 529,793 | $22M | +25,148 | +5.0% | 2Q | SEC ↗ |
| 23 | BANK OF AMERICA CORP /DE | 512,563 | $21M | +148,500 | +40.8% | 15Q | SEC ↗ |
| 24 | PRUDENTIAL FINANCIAL INC | 502,827 | $21M | +167,034 | +49.7% | 33Q | SEC ↗ |
| 25 | NORTHERN TRUST CORP | 489,856 | $20M | +7,978 | +1.7% | 33Q | SEC ↗ |
| 26 | Invesco Ltd. | 460,838 | $19M | -1,332,880 | -74.3% | 33Q | SEC ↗ |
| 27 | FIL Ltd | 430,000 | $18M | -36,000 | -7.7% | 23Q | SEC ↗ |
| 28 | JPMORGAN CHASE & CO | 425,847 | $18M | +133,668 | +45.7% | 33Q | SEC ↗ |
| 29 | Pacer Advisors, Inc. | 369,436 | $15M | +58,949 | +19.0% | 13Q | SEC ↗ |
| 30 | Nuveen, LLC | 330,562 | $14M | +229,608 | +227.4% | 6Q | SEC ↗ |
| 31 | Aristotle Capital Boston, LLC | 325,014 | $14M | -24,404 | -7.0% | 33Q | SEC ↗ |
| 32 | Edgestream Partners, L.P. NEW | 308,870 | $13M | — | +0.0% | 1Q | SEC ↗ |
| 33 | PRINCIPAL FINANCIAL GROUP INC | 283,885 | $12M | -2,472 | -0.9% | 33Q | SEC ↗ |
| 34 | VANGUARD FIDUCIARY TRUST CO | 270,082 | $11M | -4,015 | -1.5% | 2Q | SEC ↗ |
| 35 | Creative Planning | 269,324 | $11M | +223,723 | +490.6% | 13Q | SEC ↗ |
| 36 | INTRINSIC EDGE CAPITAL MANAGEMENT LLC NEW | 250,000 | $10M | — | +0.0% | 1Q | SEC ↗ |
| 37 | Bank of New York Mellon Corp | 236,189 | $10M | -14,852 | -5.9% | 33Q | SEC ↗ |
| 38 | UBS Group AG | 217,633 | $9M | +88,139 | +68.1% | 33Q | SEC ↗ |
| 39 | VICTORY CAPITAL MANAGEMENT INC | 213,437 | $9M | +58,661 | +37.9% | 33Q | SEC ↗ |
| 40 | SEI INVESTMENTS CO | 177,774 | $7M | -88,535 | -33.2% | 15Q | SEC ↗ |
| 41 | FIRST TRUST ADVISORS LP | 161,412 | $7M | +63,133 | +64.2% | 33Q | SEC ↗ |
| 42 | MILLENNIUM MANAGEMENT LLC NEW | 159,149 | $7M | — | +0.0% | 1Q | SEC ↗ |
| 43 | CITADEL ADVISORS LLC NEW | 153,476 | $6M | — | +0.0% | 1Q | SEC ↗ |
| 44 | Mariner, LLC | 146,526 | $6M | +113,590 | +344.9% | 4Q | SEC ↗ |
| 45 | Public Sector Pension Investment Board | 140,813 | $6M | -11,987 | -7.8% | 2Q | SEC ↗ |
| 46 | BOOTHBAY FUND MANAGEMENT, LLC NEW | 134,138 | $6M | — | +0.0% | 1Q | SEC ↗ |
| 47 | TWO SIGMA INVESTMENTS, LP | 133,622 | $6M | -5,076 | -3.7% | 4Q | SEC ↗ |
| 48 | BESSEMER GROUP INC | 128,563 | $5M | +86 | +0.1% | 25Q | SEC ↗ |
| 49 | Orion Porfolio Solutions, LLC | 127,104 | $5M | +101,387 | +394.2% | 24Q | SEC ↗ |
| 50 | RHUMBLINE ADVISERS NEW | 123,183 | $5M | — | +0.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| NEW SOUTH CAPITAL MANAGEMENT INC | 792,624 | $33M |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 584,996 | $24M |
| Sixth Street Partners Management Co | 538,930 | $23M |
| Edgestream Partners, L.P. | 308,870 | $13M |
| INTRINSIC EDGE CAPITAL MANAGEMENT L | 250,000 | $10M |
| MILLENNIUM MANAGEMENT LLC | 159,149 | $7M |
| CITADEL ADVISORS LLC | 153,476 | $6M |
| BOOTHBAY FUND MANAGEMENT, LLC | 134,138 | $6M |
| RHUMBLINE ADVISERS | 123,183 | $5M |
| CAPITAL FUND MANAGEMENT S.A. | 107,988 | $5M |
| Bleakley Financial Group, LLC | 89,746 | $4M |
| Tweedy, Browne Co LLC | 87,577 | $4M |
| EXCHANGE TRADED CONCEPTS, LLC | 87,577 | $4M |
| Aquatic Capital Management LLC | 84,216 | $4M |
| TUDOR INVESTMENT CORP ET AL | 76,836 | $3M |
| Prosight Management, LP | 67,500 | $3M |
| Savant Capital, LLC | 66,693 | $3M |
| AE Wealth Management LLC | 66,161 | $3M |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 66,000 | $3M |
| NORDEN GROUP LLC | 52,284 | $2M |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| REINHART PARTNERS, LLC. | 1,650,955 | $69M |
| SCHRODER INVESTMENT MANAGEMENT GROU | 887,692 | $37M |
| Incline Global Management LLC | 439,688 | $18M |
| Boston Partners | 390,028 | $16M |
| JENNISON ASSOCIATES LLC | 320,157 | $13M |
| SG Capital Management LLC | 277,183 | $12M |
| Qube Research & Technologies Ltd | 230,991 | $10M |
| HRT FINANCIAL LP | 206,019 | $9M |
| CONGRESS ASSET MANAGEMENT CO | 125,326 | $5M |
| Bridgewater Associates, LP | 119,380 | $5M |
| VOLORIDGE INVESTMENT MANAGEMENT, LL | 107,864 | $5M |
| Atom Investors LP | 104,762 | $4M |
| Hillsdale Investment Management Inc | 94,000 | $4M |
| VOYA INVESTMENT MANAGEMENT LLC | 88,081 | $4M |
| Trexquant Investment LP | 85,831 | $4M |
| RENAISSANCE TECHNOLOGIES LLC | 66,294 | $3M |
| Balyasny Asset Management L.P. | 62,261 | $3M |
| Coppell Advisory Solutions LLC | 55,729 | $2M |
| Retirement Systems of Alabama | 51,247 | $2M |
| Y-Intercept (Hong Kong) Ltd | 50,096 | $2M |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| D. E. Shaw & Co., Inc. | +1,345,207 | +232.8% | 1,923,057 |
| BlackRock, Inc. | +792,558 | +11.9% | 7,461,705 |
| AMERIPRISE FINANCIAL INC | +352,172 | +64.7% | 896,710 |
| GLENMEDE TRUST CO NA | +345,632 | +164.7% | 555,440 |
| GOLDMAN SACHS GROUP INC | +254,422 | +28.5% | 1,146,390 |
| Nuveen, LLC | +229,608 | +227.4% | 330,562 |
| Creative Planning | +223,723 | +490.6% | 269,324 |
| PRUDENTIAL FINANCIAL INC | +167,034 | +49.7% | 502,827 |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | +166,933 | +30.7% | 711,516 |
| BANK OF AMERICA CORP /DE | +148,500 | +40.8% | 512,563 |
| Allianz Asset Management GmbH | +146,164 | +28.4% | 660,144 |
| JPMORGAN CHASE & CO | +133,668 | +45.7% | 425,847 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT | +131,790 | +19.2% | 817,919 |
| Mariner, LLC | +113,590 | +344.9% | 146,526 |
| STATE STREET CORP | +102,297 | +5.9% | 1,845,006 |
| Orion Porfolio Solutions, LLC | +101,387 | +394.2% | 127,104 |
| UBS Group AG | +88,139 | +68.1% | 217,633 |
| VARCOV Co. | +78,323 | +553.0% | 92,486 |
| Pathstone Holdings, LLC | +77,944 | +6.5% | 1,280,177 |
| MORGAN STANLEY | +72,562 | +10.4% | 768,988 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Invesco Ltd. | -1,332,880 | -74.3% | 460,838 |
| NOMURA ASSET MANAGEMENT INTERNATION | -1,074,172 | -97.4% | 28,225 |
| FMR LLC | -649,443 | -93.9% | 42,383 |
| AQR CAPITAL MANAGEMENT LLC | -416,227 | -16.4% | 2,114,423 |
| DIMENSIONAL FUND ADVISORS LP | -269,038 | -14.2% | 1,626,085 |
| DEUTSCHE BANK AG | -189,860 | -78.9% | 50,923 |
| FEDERATED HERMES, INC. | -151,562 | -82.7% | 31,722 |
| BAMCO INC /NY | -150,000 | -14.1% | 910,800 |
| CITIGROUP INC | -117,527 | -58.1% | 84,903 |
| BARCLAYS PLC | -96,434 | -93.2% | 7,023 |
| BNP PARIBAS FINANCIAL MARKETS | -93,012 | -51.7% | 86,799 |
| SEI INVESTMENTS CO | -88,535 | -33.2% | 177,774 |
| Man Group plc | -60,850 | -64.1% | 34,034 |
| Russell Investments Group, Ltd. | -50,758 | -42.0% | 70,113 |
| HARBOR CAPITAL ADVISORS, INC. | -46,980 | -71.4% | 18,829 |
| SG Americas Securities, LLC | -43,955 | -64.3% | 24,431 |
| CHARLES SCHWAB INVESTMENT MANAGEMEN | -40,717 | -7.0% | 538,930 |
| FIL Ltd | -36,000 | -7.7% | 430,000 |
| MACKENZIE FINANCIAL CORP | -26,183 | -53.8% | 22,456 |
| Aristotle Capital Boston, LLC | -24,404 | -7.0% | 325,014 |