Titelia

Fund shareholders of Everforth Inc

ISIN US00191U1025 · United States · LEI LZBNYYCBUKY537072438

Fund shareholders
291
Of which ETFs
71 220 other funds
Value held
≈ 462.3M $ 461.8M $ · 4.8M SEK
Share of capital
52.9 % of 41M shares on Jul 24, 2026
FundSharesValueWeight in fundShare of capital
iShares Core S&P Small-Cap ETF iShares Trust 2,470,66544.2M $0.04 %6.03 %as of Jun 30, 2026 ↗
VANGUARD TOTAL STOCK MARKET INDEX FUND VANGUARD INDEX FUNDS 1,228,71122M $0.00 %3.00 %as of Jun 30, 2026 ↗
iShares Russell 2000 ETF iShares Trust 1,094,07919.6M $0.02 %2.67 %as of Jun 30, 2026 ↗
VANGUARD INFORMATION TECHNOLOGY INDEX FUND VANGUARD WORLD FUND 1,092,56824.8M $0.01 %2.66 %as of May 31, 2026 ↗
VANGUARD SMALL-CAP INDEX FUND VANGUARD INDEX FUNDS 892,32115.9M $0.01 %2.18 %as of Jun 30, 2026 ↗
BARON SMALL CAP FUND BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) 850,00015.2M $0.53 %2.07 %as of Jun 30, 2026 ↗
Small Cap Equity Portfolio GLENMEDE FUND INC 576,31516.4M $1.57 %1.41 %as of Jul 31, 2026 ↗
VANGUARD SMALL-CAP VALUE INDEX FUND VANGUARD INDEX FUNDS 565,85110.1M $0.01 %1.38 %as of Jun 30, 2026 ↗
Columbia Small Cap Value Discovery Fund COLUMBIA FUNDS SERIES TRUST I 487,60913.9M $0.56 %1.19 %as of Jul 31, 2026 ↗
VANGUARD EXTENDED MARKET INDEX FUND VANGUARD INDEX FUNDS 470,9388.4M $0.01 %1.15 %as of Jun 30, 2026 ↗
Fidelity Small Cap Index Fund Fidelity Salem Street Trust 445,37912.7M $0.04 %1.09 %as of Jul 31, 2026 ↗
PIMCO RAE US Small Fund PIMCO Equity Series 426,6577.6M $0.20 %1.04 %as of Jun 30, 2026 ↗
AQR Long-Short Equity Fund AQR Funds 400,0687.1M $0.09 %0.98 %as of Jun 30, 2026 ↗
iShares Russell 2000 Value ETF iShares Trust 381,8166.8M $0.05 %0.93 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF SPDR SERIES TRUST 375,6436.7M $0.04 %0.92 %as of Jun 30, 2026 ↗
Pacer US Small Cap Cash Cows 100 ETF Pacer Funds Trust 365,87110.4M $0.28 %0.89 %as of Jul 31, 2026 ↗
iShares S&P Small-Cap 600 Value ETF iShares Trust 351,2516.3M $0.08 %0.86 %as of Jun 30, 2026 ↗
iShares Defense Industrials Active ETF BlackRock ETF Trust 250,2847.1M $0.17 %0.61 %as of Jul 31, 2026 ↗
First Trust Small Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 244,0796.9M $0.51 %0.60 %as of Jul 31, 2026 ↗
VANGUARD TAX-MANAGED SMALL-CAP FUND VANGUARD TAX-MANAGED FUNDS 237,0934.2M $0.04 %0.58 %as of Jun 30, 2026 ↗
Fidelity Extended Market Index Fund Fidelity Concord Street Trust 223,3195.1M $0.01 %0.54 %as of May 31, 2026 ↗
VANGUARD RUSSELL 2000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 213,9804.9M $0.03 %0.52 %as of May 31, 2026 ↗
State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF SPDR SERIES TRUST 209,8133.7M $0.08 %0.51 %as of Jun 30, 2026 ↗
Dimensional U.S. Targeted Value ETF Dimensional ETF Trust 206,3065.9M $0.04 %0.50 %as of Jul 31, 2026 ↗
College Retirement Equities Fund - Total Global Stock Account College Retirement Equities Fund 205,1703.7M $0.00 %0.50 %as of Jun 30, 2026 ↗
Schwab U.S. Small-Cap ETF SCHWAB STRATEGIC TRUST 204,7624.6M $0.02 %0.50 %as of May 31, 2026 ↗
U.S. SMALL CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 195,4335.6M $0.03 %0.48 %as of Jul 31, 2026 ↗
U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 168,1304.8M $0.03 %0.41 %as of Jul 31, 2026 ↗
Dimensional US Small Cap Value ETF Dimensional ETF Trust 167,4074.8M $0.06 %0.41 %as of Jul 31, 2026 ↗
U.S. SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 159,3764.5M $0.02 %0.39 %as of Jul 31, 2026 ↗
Tax-Managed U.S. Mid & Small Cap Fund RUSSELL INVESTMENT CO 155,7154.4M $0.22 %0.38 %as of Jul 31, 2026 ↗
Goldman Sachs Small Cap Value Insights Fund Goldman Sachs Trust 152,8744.3M $0.33 %0.37 %as of Jul 31, 2026 ↗
VANGUARD S&P SMALL-CAP 600 INDEX FUND VANGUARD ADMIRAL FUNDS 147,4583.3M $0.06 %0.36 %as of May 31, 2026 ↗
State Street(R) SPDR(R) S&P(R) Software & Services ETF SPDR SERIES TRUST 144,5582.6M $0.64 %0.35 %as of Jun 30, 2026 ↗
Hotchkis and Wiley Small Cap Value Fund HOTCHKIS & WILEY FUNDS/DE/ 143,0002.6M $0.31 %0.35 %as of Jun 30, 2026 ↗
American Beacon Small Cap Value Fund AMERICAN BEACON FUNDS 135,4173.9M $0.10 %0.33 %as of Jul 31, 2026 ↗
Strategic Advisers Fidelity U.S. Total Stock Fund Fidelity Rutland Square Trust II 131,1313M $0.00 %0.32 %as of May 31, 2026 ↗
Strategic Advisers U.S. Total Stock Fund Fidelity Rutland Square Trust II 130,4423M $0.00 %0.32 %as of May 31, 2026 ↗
Old Westbury Small & Mid Cap Strategies Fund Old Westbury Funds Inc 128,0753.6M $0.04 %0.31 %as of Jul 31, 2026 ↗
Multi-Manager Small Cap Equity Strategies Fund COLUMBIA FUNDS SERIES TRUST I 126,5622.9M $0.22 %0.31 %as of May 31, 2026 ↗
AQR Managed Futures Strategy HV Fund AQR Funds 125,7382.2M $0.14 %0.31 %as of Jun 30, 2026 ↗
VictoryShares US Small Mid Cap Value Momentum ETF Victory Portfolios II 117,5762.1M $0.12 %0.29 %as of Jun 30, 2026 ↗
SmallCap Value Fund II Principal Funds, Inc 115,2023.3M $0.26 %0.28 %as of Jul 31, 2026 ↗
Invesco S&P SmallCap 600 Revenue ETF Invesco Exchange-Traded Fund Trust II 114,5432.6M $0.14 %0.28 %as of May 31, 2026 ↗
JPMorgan Small Cap Value Fund JPMorgan Trust II 104,4141.9M $0.14 %0.25 %as of Jun 30, 2026 ↗
Schwab Fundamental U.S. Large Company ETF SCHWAB STRATEGIC TRUST 104,1952.4M $0.01 %0.25 %as of May 31, 2026 ↗
Schwab Small-Cap Index Fund SCHWAB CAPITAL TRUST 99,1412.8M $0.04 %0.24 %as of Jul 31, 2026 ↗
Goldman Sachs Small Cap Equity Insights Fund Goldman Sachs Trust 98,2412.8M $0.28 %0.24 %as of Jul 31, 2026 ↗
VANGUARD S&P SMALL-CAP 600 VALUE INDEX FUND VANGUARD ADMIRAL FUNDS 93,7182.1M $0.11 %0.23 %as of May 31, 2026 ↗
U.S. MICRO CAP PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 91,7312.6M $0.03 %0.22 %as of Jul 31, 2026 ↗
Dimensional U.S. Small Cap ETF Dimensional ETF Trust 88,7572.5M $0.02 %0.22 %as of Jul 31, 2026 ↗
Columbia Variable Portfolio - Small Cap Value Discovery Fund COLUMBIA FUNDS VARIABLE INSURANCE TRUST 88,2151.6M $0.35 %0.22 %as of Jun 30, 2026 ↗
Invesco S&P SmallCap Information Technology ETF Invesco Exchange-Traded Fund Trust II 86,2202M $0.36 %0.21 %as of May 31, 2026 ↗
Victory Small Cap Stock Fund Victory Portfolios III 85,9042.4M $0.25 %0.21 %as of Jul 31, 2026 ↗
Principal U.S. Small-Cap ETF Principal Exchange-Traded Funds 84,7721.5M $0.07 %0.21 %as of Jun 30, 2026 ↗
VANGUARD U.S. VALUE FACTOR ETF VANGUARD WELLINGTON FUND 82,7551.9M $0.23 %0.20 %as of May 31, 2026 ↗
Fidelity Total Market Index Fund Fidelity Concord Street Trust 80,7351.8M $0.00 %0.20 %as of May 31, 2026 ↗
Tweedy, Browne Insider + Value ETF RBB Fund Trust 79,5791.8M $0.53 %0.19 %as of May 31, 2026 ↗
JPMorgan Small & Mid Cap Enhanced Equity ETF J.P. Morgan Exchange-Traded Fund Trust 79,0561.4M $0.05 %0.19 %as of Jun 30, 2026 ↗
Master Small Cap Index Series Quantitative Master Series LLC 73,4011.3M $0.02 %0.18 %as of Jun 30, 2026 ↗
First Trust Small Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 66,8721.9M $0.98 %0.16 %as of Jul 31, 2026 ↗
Fidelity Series Total Market Index Fund Fidelity Concord Street Trust 64,8801.5M $0.00 %0.16 %as of May 31, 2026 ↗
AQR Equity Market Neutral Fund AQR Funds 64,6801.2M $0.04 %0.16 %as of Jun 30, 2026 ↗
JNL Small Cap Index Fund JNL Series Trust 64,0911.1M $0.04 %0.16 %as of Jun 30, 2026 ↗
Columbia Small Cap Index Fund COLUMBIA FUNDS SERIES TRUST 63,7411.4M $0.06 %0.16 %as of May 31, 2026 ↗
iShares Core S&P Total U.S. Stock Market ETF iShares Trust 60,7641.1M $0.00 %0.15 %as of Jun 30, 2026 ↗
iShares U.S. Small-Cap Equity Factor ETF iShares Trust 59,8121.7M $0.04 %0.15 %as of Jul 31, 2026 ↗
Schwab Fundamental U.S. Large Company Index Fund SCHWAB CAPITAL TRUST 58,5921.7M $0.01 %0.14 %as of Jul 31, 2026 ↗
JPMorgan U.S. Small Company Fund JPMorgan Trust I 58,5031M $0.09 %0.14 %as of Jun 30, 2026 ↗
Bridge Builder Tax Managed Small/Mid Cap Fund Bridge Builder Trust 58,1651M $0.03 %0.14 %as of Jun 30, 2026 ↗
U.S. CORE EQUITY 1 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 57,3021.6M $0.00 %0.14 %as of Jul 31, 2026 ↗
Fidelity Small Cap Value Index Fund Fidelity Salem Street Trust 57,0511M $0.05 %0.14 %as of Jun 30, 2026 ↗
U.S. CORE EQUITY 2 PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 56,9351.6M $0.00 %0.14 %as of Jul 31, 2026 ↗
Hotchkis and Wiley Small Cap Diversified Value Fund HOTCHKIS & WILEY FUNDS/DE/ 56,8001M $0.11 %0.14 %as of Jun 30, 2026 ↗
VANGUARD GROWTH AND INCOME FUND VANGUARD QUANTITATIVE FUNDS 55,400990K $0.01 %0.14 %as of Jun 30, 2026 ↗
Nuveen Small Cap Blend Index Fund TIAA-CREF Funds 54,3801.5M $0.04 %0.13 %as of Jul 31, 2026 ↗
Dimensional U.S. Core Equity 2 ETF Dimensional ETF Trust 52,9391.5M $0.00 %0.13 %as of Jul 31, 2026 ↗
Avantis U.S. Small Cap Equity ETF American Century ETF Trust 51,9091.2M $0.04 %0.13 %as of May 31, 2026 ↗
Invesco S&P Smallcap 600 Pure Value ETF Invesco Exchange-Traded Fund Trust 50,9631.4M $0.49 %0.12 %as of Jul 31, 2026 ↗
EQ/2000 Managed Volatility Portfolio EQ Advisors Trust 45,088805.7K $0.02 %0.11 %as of Jun 30, 2026 ↗
NVIT Multi-Manager Small Company Fund Nationwide Variable Insurance Trust 44,040787K $0.17 %0.11 %as of Jun 30, 2026 ↗
AST Small-Cap Equity Portfolio Advanced Series Trust 43,439776.3K $0.04 %0.11 %as of Jun 30, 2026 ↗
Nuveen Equity Index Fund TIAA-CREF Funds 43,0401.2M $0.00 %0.10 %as of Jul 31, 2026 ↗
Fidelity Small-Mid Multifactor ETF Fidelity Covington Trust 40,6281.2M $0.05 %0.10 %as of Jul 31, 2026 ↗
AST PGIM Aggressive Multi-Asset Portfolio Advanced Series Trust 40,200718.4K $0.01 %0.10 %as of Jun 30, 2026 ↗
Invesco RAFI US 1000 ETF Invesco Exchange-Traded Fund Trust 38,7361.1M $0.01 %0.09 %as of Jul 31, 2026 ↗
Nuveen ESG Small-Cap ETF NuShares ETF Trust 37,3501.1M $0.08 %0.09 %as of Jul 31, 2026 ↗
PSF Small-Cap Stock Index Portfolio Prudential Series Fund 36,400650.5K $0.04 %0.09 %as of Jun 30, 2026 ↗
iShares US Small Cap Value Factor ETF iShares Trust 36,100645.1K $0.33 %0.09 %as of Jun 30, 2026 ↗
Dimensional U.S. Marketwide Value ETF Dimensional ETF Trust 35,3601M $0.01 %0.09 %as of Jul 31, 2026 ↗
VANGUARD RUSSELL 2000 VALUE INDEX FUND VANGUARD SCOTTSDALE FUNDS 32,744742.6K $0.06 %0.08 %as of May 31, 2026 ↗
VANGUARD TOTAL WORLD STOCK INDEX FUND VANGUARD INTERNATIONAL EQUITY INDEX FUNDS 30,879878.2K $0.00 %0.08 %as of Jul 31, 2026 ↗
SmallCap S&P 600 Index Fund Principal Funds, Inc 30,207859.1K $0.06 %0.07 %as of Jul 31, 2026 ↗
Fidelity Enhanced Small Cap Core ETF Fidelity Covington Trust 28,973517.7K $0.01 %0.07 %as of Jun 30, 2026 ↗
Transamerica Small/Mid Cap Value TRANSAMERICA FUNDS 28,750817.7K $0.13 %0.07 %as of Jul 31, 2026 ↗
JNL Multi-Manager Small Cap Value Fund JNL Series Trust 28,477508.9K $0.03 %0.07 %as of Jun 30, 2026 ↗
U.S. VECTOR EQUITY PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC 28,304805K $0.01 %0.07 %as of Jul 31, 2026 ↗
NVIT Small Cap Value Fund Nationwide Variable Insurance Trust 27,547492.3K $0.22 %0.07 %as of Jun 30, 2026 ↗
THRIVENT SMALL CAP INDEX PORTFOLIO Thrivent Series Fund, Inc. 26,923481.1K $0.04 %0.07 %as of Jun 30, 2026 ↗
Aristotle Small Cap Equity Fund Aristotle Fund Series Trust 26,678476.7K $0.37 %0.07 %as of Jun 30, 2026 ↗

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The funds most exposed to it

The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.

FundWeight in fund
Small Cap Equity Portfolio GLENMEDE FUND INC 1.57 %as of Jul 31, 2026 ↗
First Trust Small Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 0.98 %as of Jul 31, 2026 ↗
SEB Blockchain Economy Exposure Fund SEB Funds AB 0.89 %as of Mar 31, 2026 ↗
State Street(R) SPDR(R) S&P(R) Software & Services ETF SPDR SERIES TRUST 0.64 %as of Jun 30, 2026 ↗
Royce Quant Small-Cap Quality Value ETF Legg Mason ETF Investment Trust 0.62 %as of Jun 30, 2026 ↗
Columbia Small Cap Value Discovery Fund COLUMBIA FUNDS SERIES TRUST I 0.56 %as of Jul 31, 2026 ↗
BARON SMALL CAP FUND BARON INVESTMENT FUNDS TRUST (f/k/a BARON ASSET FUND) 0.53 %as of Jun 30, 2026 ↗
Tweedy, Browne Insider + Value ETF RBB Fund Trust 0.53 %as of May 31, 2026 ↗
First Trust Small Cap Core AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 0.51 %as of Jul 31, 2026 ↗
Invesco S&P Smallcap 600 Pure Value ETF Invesco Exchange-Traded Fund Trust 0.49 %as of Jul 31, 2026 ↗

Quarter after quarter

Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.

QuarterShareholdersChangeSharesChange
2026Q3289-3421,680,778-6.6 %
2026Q2323+523,219,327+15.6 %
2026Q1318+120,086,535-4.2 %
2025Q4317-1120,970,547-10.7 %
2025Q3328-3923,470,130-6.7 %
2025Q2367-925,168,288+1.9 %
2025Q1376-524,706,598-2.3 %
2024Q4381-925,282,113-1.2 %
2024Q3390-125,589,478-0.9 %
2024Q2391+1125,823,430+2.6 %
2024Q1380+525,176,528-1.3 %
2023Q437525,516,637

Institutional managers

240 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.

ManagerSharesValue
BlackRock, Inc.6,669,147258.2M $as of Mar 31, 2026
AQR CAPITAL MANAGEMENT LLC2,530,65098M $as of Mar 31, 2026
DIMENSIONAL FUND ADVISORS LP1,895,12373.4M $as of Mar 31, 2026
Invesco Ltd.1,793,71869.4M $as of Mar 31, 2026
STATE STREET CORP1,742,70967.5M $as of Mar 31, 2026
REINHART PARTNERS, LLC.1,650,95563.9M $as of Mar 31, 2026
GEODE CAPITAL MANAGEMENT, LLC1,371,26453.1M $as of Mar 31, 2026
Pathstone Holdings, LLC1,202,23346.5M $as of Mar 31, 2026
NOMURA ASSET MANAGEMENT INTERNATIONAL INC.1,102,39742.7M $as of Mar 31, 2026
BAMCO INC /NY/1,060,80041.1M $as of Mar 31, 2026
GOLDMAN SACHS GROUP INC891,96834.5M $as of Mar 31, 2026
SCHRODER INVESTMENT MANAGEMENT GROUP887,69233.9M $as of Mar 31, 2026
MORGAN STANLEY696,42627M $as of Mar 31, 2026
FMR LLC691,82626.8M $as of Mar 31, 2026
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC686,12926.6M $as of Mar 31, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC579,64722.4M $as of Mar 31, 2026
D. E. Shaw & Co., Inc.577,85022.4M $as of Mar 31, 2026
SYSTEMATIC FINANCIAL MANAGEMENT LP544,58321.1M $as of Mar 31, 2026
AMERIPRISE FINANCIAL INC544,53821.1M $as of Mar 31, 2026
Allianz Asset Management GmbH513,98019.9M $as of Mar 31, 2026
Point72 Asset Management, L.P.504,64519.5M $as of Mar 31, 2026
NORTHERN TRUST CORP481,87818.7M $as of Mar 31, 2026
FIL Ltd466,00018M $as of Mar 31, 2026
Incline Global Management LLC439,68817M $as of Mar 31, 2026
Boston Partners390,02815.1M $as of Mar 31, 2026

Funds holding the debt of Everforth Inc

82 funds declare 82 bond lines of this company. The table shows the 25 largest holdings. The amount is the one the fund files. It is not a share of the debt, because no regulator publishes the amount outstanding in open access.

FundBond linesValue
Performance Trust Total Return Bond Fund118.1M $as of May 31, 2026
iShares Broad USD High Yield Corporate Bond ETF110.8M $as of Jul 31, 2026
Nuveen High Yield Fund19M $as of Jun 30, 2026
State Street(R) SPDR(R) Portfolio High Yield Bond ETF16.3M $as of Jun 30, 2026
Fidelity Advisor Strategic Income Fund15.2M $as of Jun 30, 2026
iShares 0-5 Year High Yield Corporate Bond ETF14.8M $as of Jul 31, 2026
Greenspring Income Opportunities Fund14.4M $as of Jun 30, 2026
Credit Suisse Strategic Income Fund14.2M $as of Jul 31, 2026
Columbia Strategic Income Fund14.1M $as of May 31, 2026
Fidelity High Income Central Fund13.2M $as of May 31, 2026
Invesco BulletShares 2028 High Yield Corporate Bond ETF12.8M $as of May 31, 2026
State Street(R) SPDR Bloomberg Short Term High Yield Bond ETF12.8M $as of Jun 30, 2026
Columbia High Yield Bond Fund12.5M $as of May 31, 2026
Performance Trust Multisector Bond Fund12.5M $as of May 31, 2026
Columbia Income Opportunities Fund12.4M $as of Jul 31, 2026
Diversified Income Fund12M $as of Jul 31, 2026
iShares iBonds 2028 Term High Yield and Income ETF11.6M $as of Jul 31, 2026
Hotchkis and Wiley High Yield Fund11.3M $as of Jun 30, 2026
Fidelity Advisor Capital and Income Fund11.3M $as of Jul 31, 2026
Columbia Variable Portfolio - Income Opportunities Fund11.2M $as of Jun 30, 2026
SIIT HIGH YIELD BOND FUND11.1M $as of May 31, 2026
Xtrackers USD High Yield BB-B ex Financials ETF11.1M $as of May 31, 2026
THRIVENT HIGH YIELD PORTFOLIO1944.2K $as of Jun 30, 2026
Schwab High Yield Bond ETF1943.7K $as of May 31, 2026
THRIVENT HIGH YIELD FUND1935.5K $as of Jul 31, 2026
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Titelia. "Fund shareholders of Everforth Inc". https://titelia.com/en/stocks/everforth-inc-US00191U1025