As of the latest SEC filings, Everforth Inc (EFOR) is held by 243 institutional funds. The largest fund shareholder is VANGUARD INFORMATION TECHNOLOGY INDEX FUND (VITAX), holding an estimated $47,163,273.30 in market value, representing 0.04% of its portfolio.
Funds holding Everforth Inc (EFOR)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- EFOR
- CIK:
- 0000890564
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
VITAX
VANGUARD INFORMATION TECHNOLOGY INDEX FUND
|
ETF | Vanguard | 0.04% | $47,163,273.30 | 1,099,377 | Feb 28, 2026 | Apr 28, 2026 |
|
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
|
ETF | Vanguard | 0.00% | $46,730,595.87 | 1,207,197 | Mar 31, 2026 | May 28, 2026 |
|
IWM
iShares Russell 2000 ETF
|
ETF | BlackRock / iShares | 0.06% | $40,347,084.61 | 1,042,291 | Mar 31, 2026 | May 28, 2026 |
|
BSCUX
BARON SMALL CAP FUND
|
MF | Independent / Boutique | 1.43% | $38,710,000.00 | 1,000,000 | Mar 31, 2026 | May 22, 2026 |
|
NAESX
VANGUARD SMALL-CAP INDEX FUND
|
ETF | Vanguard | 0.02% | $35,027,053.18 | 904,858 | Mar 31, 2026 | May 28, 2026 |
|
OSCAX
Invesco Main Street Small Cap Fund
|
MF | Invesco | 1.07% | $23,609,848.36 | 609,916 | Mar 31, 2026 | May 28, 2026 |
|
VISVX
VANGUARD SMALL-CAP VALUE INDEX FUND
|
ETF | Vanguard | 0.04% | $22,295,643.86 | 575,966 | Mar 31, 2026 | May 28, 2026 |
|
VEMPX
VANGUARD EXTENDED MARKET INDEX FUND
|
ETF | Vanguard | 0.02% | $18,475,973.32 | 477,292 | Mar 31, 2026 | May 28, 2026 |
|
QLENX
AQR Long-Short Equity Fund
|
MF | Independent / Boutique | 0.19% | $15,486,477.44 | 400,064 | Mar 31, 2026 | May 22, 2026 |
|
SPSM
State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF
|
ETF | State Street (SPDR) | 0.11% | $14,914,963.00 | 385,300 | Mar 31, 2026 | May 28, 2026 |
|
IWN
iShares Russell 2000 Value ETF
|
ETF | BlackRock / iShares | 0.11% | $14,000,245.70 | 361,670 | Mar 31, 2026 | May 28, 2026 |
|
PMJAX
PIMCO RAE US Small Fund
|
MF | PIMCO | 0.44% | $13,881,986.65 | 358,615 | Mar 31, 2026 | May 29, 2026 |
|
FSMAX
Fidelity Extended Market Index Fund
|
MF | Fidelity | 0.02% | $9,782,744.40 | 228,036 | Feb 28, 2026 | Apr 24, 2026 |
|
CSMIX
Columbia Small Cap Value Discovery Fund
|
MF | Columbia Threadneedle | 0.44% | $9,663,989.90 | 458,009 | Apr 30, 2026 | Jun 25, 2026 |
|
GTCSX
Small Cap Equity Portfolio
|
MF | Independent / Boutique | 0.95% | $9,310,501.60 | 441,256 | Apr 30, 2026 | Jun 4, 2026 |
|
SCHA
Schwab U.S. Small-Cap ETF
|
ETF | Charles Schwab | 0.04% | $8,918,781.30 | 207,897 | Feb 28, 2026 | Apr 24, 2026 |
|
VTWO
VANGUARD RUSSELL 2000 INDEX FUND
|
ETF | Vanguard | 0.06% | $8,858,764.20 | 206,498 | Feb 28, 2026 | Apr 28, 2026 |
|
FSSNX
Fidelity Small Cap Index Fund
|
MF | Fidelity | 0.03% | $8,719,912.60 | 413,266 | Apr 30, 2026 | Jun 26, 2026 |
|
SLYV
State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF
|
ETF | State Street (SPDR) | 0.21% | $8,598,923.27 | 222,137 | Mar 31, 2026 | May 28, 2026 |
|
VTSIX
VANGUARD TAX-MANAGED SMALL-CAP FUND
|
MF | Vanguard | 0.09% | $8,448,689.76 | 218,256 | Mar 31, 2026 | May 28, 2026 |
|
FVLKX
Fidelity Value Fund
|
MF | Fidelity | 0.09% | $8,393,580.00 | 397,800 | Apr 30, 2026 | Jun 26, 2026 |
|
DFSVX
U.S. SMALL CAP VALUE PORTFOLIO
|
MF | Dimensional Fund Advisors | 0.04% | $7,483,157.20 | 354,652 | Apr 30, 2026 | Jun 24, 2026 |
|
CALF
Pacer US Small Cap Cash Cows 100 ETF
|
ETF | Pacer | 0.19% | $6,530,028.00 | 309,480 | Apr 30, 2026 | Jun 29, 2026 |
|
QMNIX
AQR Equity Market Neutral Fund
|
MF | Independent / Boutique | 0.16% | $5,445,567.96 | 140,676 | Mar 31, 2026 | May 22, 2026 |
|
FCTDX
Strategic Advisers Fidelity U.S. Total Stock Fund
|
MF | Fidelity | 0.00% | $5,422,517.10 | 126,399 | Feb 28, 2026 | Apr 24, 2026 |
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