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
JPMorgan Small Cap Value Portfolio Brighthouse Funds Trust I 26,289469.8K $0.14 %0.06 %as of Jun 30, 2026 ↗
LVIP State Street Small-Cap Index Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 26,004464.7K $0.02 %0.06 %as of Jun 30, 2026 ↗
EQ/Small Company Index Portfolio EQ Advisors Trust 25,500455.7K $0.02 %0.06 %as of Jun 30, 2026 ↗
Schwab U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 25,480577.9K $0.00 %0.06 %as of May 31, 2026 ↗
SIMT Tax-Managed Small/Mid Cap Fund SEI INSTITUTIONAL MANAGED TRUST 25,233450.9K $0.06 %0.06 %as of Jun 30, 2026 ↗
Empower S&P Small Cap 600 Index Fund EMPOWER FUNDS, INC. 25,068448K $0.04 %0.06 %as of Jun 30, 2026 ↗
Schwab Small-Cap Equity Fund SCHWAB CAPITAL TRUST 24,626700.4K $0.11 %0.06 %as of Jul 31, 2026 ↗
Transamerica Small/Mid Cap Value VP TRANSAMERICA SERIES TRUST 24,600439.6K $0.08 %0.06 %as of Jun 30, 2026 ↗
LVIP Franklin Templeton Multi-Factor SMID Cap Equity Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 24,297434.2K $0.04 %0.06 %as of Jun 30, 2026 ↗
Empower Small Cap Value Fund EMPOWER FUNDS, INC. 24,000428.9K $0.07 %0.06 %as of Jun 30, 2026 ↗
NVIT GS Small Cap Equity Insights Fund Nationwide Variable Insurance Trust 23,542420.7K $0.19 %0.06 %as of Jun 30, 2026 ↗
iShares Expanded Tech Sector ETF iShares Trust 22,907409.3K $0.00 %0.06 %as of Jun 30, 2026 ↗
Fidelity ZERO Total Market Index Fund Fidelity Concord Street Trust 22,446638.4K $0.00 %0.05 %as of Jul 31, 2026 ↗
Small Cap Value Fund Northern Funds 22,387400.1K $0.06 %0.05 %as of Jun 30, 2026 ↗
VANGUARD BALANCED INDEX FUND VANGUARD VALLEY FORGE FUNDS 21,560385.3K $0.00 %0.05 %as of Jun 30, 2026 ↗
SMALL CAP EQUITY FUND GuideStone Funds 21,543385K $0.04 %0.05 %as of Jun 30, 2026 ↗
Goldman Sachs Variable Insurance Trust Small Cap Equity Insights Fund Goldman Sachs Variable Insurance Trust 21,414382.7K $0.16 %0.05 %as of Jun 30, 2026 ↗
Small Cap Index Fund Northern Funds 20,975374.8K $0.02 %0.05 %as of Jun 30, 2026 ↗
Goldman Sachs ActiveBeta(R) U.S. Small Cap Equity ETF Goldman Sachs ETF Trust 19,915451.7K $0.05 %0.05 %as of May 31, 2026 ↗
BNY Mellon Smallcap Stock Index Fund BNY MELLON INDEX FUNDS, INC. 19,656559K $0.07 %0.05 %as of Jul 31, 2026 ↗
Global X Russell 2000 ETF GLOBAL X FUNDS 19,444553K $0.04 %0.05 %as of Jul 31, 2026 ↗
Federated Hermes MDT Small Cap Core ETF Federated Hermes ETF Trust 19,406440.1K $0.16 %0.05 %as of May 31, 2026 ↗
Bridge Builder Small/Mid Cap Value Fund Bridge Builder Trust 19,183342.8K $0.00 %0.05 %as of Jun 30, 2026 ↗
VANGUARD INSTITUTIONAL TOTAL STOCK MARKET INDEX FUND VANGUARD INSTITUTIONAL INDEX FUNDS 18,833336.5K $0.00 %0.05 %as of Jun 30, 2026 ↗
PGIM Quant Solutions Large-Cap Core Fund Prudential Investment Portfolios 9 18,500526.1K $0.05 %0.05 %as of Jul 31, 2026 ↗
PGIM Quant Solutions Small-Cap Value Fund Target Portfolio Trust 18,300520.5K $0.12 %0.04 %as of Jul 31, 2026 ↗
Embark Small Cap Equity Fund Harbor Funds II 18,170516.8K $0.08 %0.04 %as of Jul 31, 2026 ↗
First Trust Active Factor Small Cap ETF First Trust Exchange-Traded Fund VIII 17,887405.7K $0.41 %0.04 %as of May 31, 2026 ↗
Small Cap Value Fund VALIC Co I 17,884405.6K $0.16 %0.04 %as of May 31, 2026 ↗
Small Cap Index Fund VALIC Co I 16,977385K $0.03 %0.04 %as of May 31, 2026 ↗
AQR Small Cap Multi-Style Fund AQR Funds 16,804300.3K $0.08 %0.04 %as of Jun 30, 2026 ↗
First Trust Active Factor Mid Cap ETF First Trust Exchange-Traded Fund VIII 16,350370.8K $0.23 %0.04 %as of May 31, 2026 ↗
Federated Hermes MDT Small Cap Value Fund f/k/a Federated Hermes Clover Small Value Fund Federated Hermes Equity Funds 16,226290K $0.17 %0.04 %as of Jun 30, 2026 ↗
U.S. Sustainability Core 1 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 16,104458K $0.01 %0.04 %as of Jul 31, 2026 ↗
Schwab Total Stock Market Index Fund SCHWAB CAPITAL TRUST 15,277434.5K $0.00 %0.04 %as of Jul 31, 2026 ↗
Fidelity ZERO Extended Market Index Fund Fidelity Concord Street Trust 15,150430.9K $0.02 %0.04 %as of Jul 31, 2026 ↗
NAA SMID CAP VALUE FUND New Age Alpha Funds Trust 14,928266.8K $0.09 %0.04 %as of Jun 30, 2026 ↗
STATE STREET SMALL/MID CAP EQUITY INDEX PORTFOLIO STATE STREET INSTITUTIONAL INVESTMENT TRUST 14,235254.4K $0.01 %0.03 %as of Jun 30, 2026 ↗
Small Cap Stock Index Portfolio BNY MELLON INVESTMENT PORTFOLIOS 14,017250.5K $0.04 %0.03 %as of Jun 30, 2026 ↗
Index 600 Stock Portfolio NORTHWESTERN MUTUAL SERIES FUND INC 13,819246.9K $0.04 %0.03 %as of Jun 30, 2026 ↗
U.S. Small Cap Equity Fund RUSSELL INVESTMENT CO 13,654388.3K $0.04 %0.03 %as of Jul 31, 2026 ↗
EQ/AB Small Cap Growth Portfolio EQ Advisors Trust 13,603243.1K $0.01 %0.03 %as of Jun 30, 2026 ↗
SIMT Small Cap Value Fund SEI INSTITUTIONAL MANAGED TRUST 13,149235K $0.07 %0.03 %as of Jun 30, 2026 ↗
MetLife Russell 2000 Index Portfolio Brighthouse Funds Trust II 13,058233.3K $0.02 %0.03 %as of Jun 30, 2026 ↗
LVIP JPMorgan Small Cap Core Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 13,055233.3K $0.10 %0.03 %as of Jun 30, 2026 ↗
Dimensional VA U.S. Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 12,916367.3K $0.04 %0.03 %as of Jul 31, 2026 ↗
ATM Small Cap Managed Volatility Portfolio EQ Advisors Trust 12,825229.2K $0.02 %0.03 %as of Jun 30, 2026 ↗
Transamerica Small Cap Value TRANSAMERICA FUNDS 12,700361.2K $0.32 %0.03 %as of Jul 31, 2026 ↗
State Street(R) SPDR(R) US Small Cap Low Volatility Index ETF SPDR SERIES TRUST 12,648226K $0.09 %0.03 %as of Jun 30, 2026 ↗
Small-Cap Index Portfolio PACIFIC SELECT FUND 12,633225.8K $0.02 %0.03 %as of Jun 30, 2026 ↗
iShares Russell 3000 ETF iShares Trust 12,050215.3K $0.00 %0.03 %as of Jun 30, 2026 ↗
First Trust Multi Cap Value AlphaDEX Fund First Trust Exchange-Traded AlphaDEX Fund 11,564328.9K $0.20 %0.03 %as of Jul 31, 2026 ↗
JPMorgan Diversified Return U.S. Small Cap Equity ETF J.P. Morgan Exchange-Traded Fund Trust 10,990312.6K $0.05 %0.03 %as of Jul 31, 2026 ↗
Handelsbanken Global Småbolag Index Criteria Handelsbanken Fonder AB 10,7234M SEK0.01 %0.03 %as of Mar 31, 2026 ↗
AZL Small Cap Stock Index Fund Allianz Variable Insurance Products Trust 10,446186.7K $0.04 %0.03 %as of Jun 30, 2026 ↗
Royce Quant Small-Cap Quality Value ETF Legg Mason ETF Investment Trust 9,975178.3K $0.62 %0.02 %as of Jun 30, 2026 ↗
State Street(R) SPDR(R) Portfolio S&P 1500(R) Composite Stock Market ETF SPDR SERIES TRUST 9,917177.2K $0.00 %0.02 %as of Jun 30, 2026 ↗
SIMT Small Cap Fund SEI INSTITUTIONAL MANAGED TRUST 9,505169.9K $0.03 %0.02 %as of Jun 30, 2026 ↗
NVIT Small Cap Index Fund Nationwide Variable Insurance Trust 9,385167.7K $0.02 %0.02 %as of Jun 30, 2026 ↗
VANGUARD ESG U.S. STOCK ETF VANGUARD WORLD FUND 9,157207.7K $0.00 %0.02 %as of May 31, 2026 ↗
iShares Morningstar Small-Cap Value ETF iShares Trust 8,799250.2K $0.04 %0.02 %as of Jul 31, 2026 ↗
JNL/RAFI Fundamental U.S. Small Cap Fund JNL Series Trust 8,662154.8K $0.04 %0.02 %as of Jun 30, 2026 ↗
VY(R) JPMORGAN SMALL CAP CORE EQUITY PORTFOLIO Voya Investors Trust 8,593153.6K $0.05 %0.02 %as of Jun 30, 2026 ↗
T. Rowe Price Extended Equity Market Index Fund T. ROWE PRICE INDEX TRUST, INC. 8,569153.1K $0.01 %0.02 %as of Jun 30, 2026 ↗
Small Cap Index Trust John Hancock Variable Insurance Trust 8,444150.9K $0.02 %0.02 %as of Jun 30, 2026 ↗
Dimensional U.S. Equity Market ETF Dimensional ETF Trust 8,433239.8K $0.00 %0.02 %as of Jul 31, 2026 ↗
Optimize Strategy Index ETF Advisor Managed Portfolios 8,162145.9K $0.05 %0.02 %as of Jun 30, 2026 ↗
PGIM Balanced Fund Prudential Investment Portfolios, Inc. 7,800139.4K $0.01 %0.02 %as of Jun 30, 2026 ↗
JNL/DFA U.S. Small Cap Fund JNL Series Trust 7,782139.1K $0.02 %0.02 %as of Jun 30, 2026 ↗
VIP Disciplined Small Cap Portfolio Variable Insurance Products Fund II 7,455133.2K $0.02 %0.02 %as of Jun 30, 2026 ↗
AVIP AB Small Cap Portfolio AuguStar Variable Insurance Products Fund Inc 7,240129.4K $0.04 %0.02 %as of Jun 30, 2026 ↗
iShares ESG MSCI KLD 400 ETF iShares Trust 7,147203.3K $0.00 %0.02 %as of Jul 31, 2026 ↗
Fidelity Flex Small Cap Index Fund Fidelity Salem Street Trust 6,779192.8K $0.05 %0.02 %as of Jul 31, 2026 ↗
iShares Russell Small/Mid-Cap Index Fund BlackRock Funds 6,612188K $0.01 %0.02 %as of Jul 31, 2026 ↗
SIIT EXTENDED MARKET INDEX FUND SEI INSTITUTIONAL INVESTMENTS TRUST 6,569149K $0.01 %0.02 %as of May 31, 2026 ↗
AQR Trend Total Return Fund AQR Funds 6,566117.3K $0.03 %0.02 %as of Jun 30, 2026 ↗
1290 VT Small Cap Value Portfolio EQ Advisors Trust 6,455115.4K $0.02 %0.02 %as of Jun 30, 2026 ↗
DWS Small Cap Index VIP DEUTSCHE DWS INVESTMENTS VIT FUNDS 6,390114.2K $0.02 %0.02 %as of Jun 30, 2026 ↗
Diversified Equity Alpha Master Portfolio Master Investment Portfolio 6,259111.8K $0.00 %0.02 %as of Jun 30, 2026 ↗
T. Rowe Price Small-Cap Index Fund T. ROWE PRICE INDEX TRUST, INC. 6,138109.7K $0.02 %0.01 %as of Jun 30, 2026 ↗
Small Cap Core Fund Northern Funds 6,133109.6K $0.03 %0.01 %as of Jun 30, 2026 ↗
BlackRock Small Cap Index V.I. Fund BlackRock Variable Series Funds, Inc. 5,843104.4K $0.02 %0.01 %as of Jun 30, 2026 ↗
U.S. Social Core Equity 2 Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 5,295150.6K $0.01 %0.01 %as of Jul 31, 2026 ↗
THRIVENT MODERATELY AGGRESSIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 5,21593.2K $0.00 %0.01 %as of Jun 30, 2026 ↗
U.S. Sustainability Targeted Value Portfolio DFA INVESTMENT DIMENSIONS GROUP INC 5,149146.4K $0.02 %0.01 %as of Jul 31, 2026 ↗
Voya RussellTM Small Cap Index Portfolio Voya VARIABLE PORTFOLIOS INC 5,11491.4K $0.02 %0.01 %as of Jun 30, 2026 ↗
Aristotle Small/Mid Cap Equity Fund Aristotle Fund Series Trust 4,91587.8K $0.37 %0.01 %as of Jun 30, 2026 ↗
Schwab Fundamental U.S. Broad Market ETF SCHWAB STRATEGIC TRUST 4,886110.8K $0.01 %0.01 %as of May 31, 2026 ↗
MOA SMALL CAP EQUITY INDEX FUND MoA Funds Corp 4,69683.9K $0.04 %0.01 %as of Jun 30, 2026 ↗
Victory Extended Market Index Fund Victory Portfolios III 4,549129.4K $0.02 %0.01 %as of Jul 31, 2026 ↗
SA Small Cap Index Portfolio SUNAMERICA SERIES TRUST 4,539129.1K $0.04 %0.01 %as of Jul 31, 2026 ↗
NAA SMID-CAP VALUE SERIES New Age Alpha Variable Funds Trust 4,46579.8K $0.06 %0.01 %as of Jun 30, 2026 ↗
Goldman Sachs Innovate Equity ETF Goldman Sachs ETF Trust 4,422100.3K $0.05 %0.01 %as of May 31, 2026 ↗
THRIVENT MODERATE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 4,32477.3K $0.00 %0.01 %as of Jun 30, 2026 ↗
EQ/Common Stock Index Portfolio EQ Advisors Trust 4,30076.8K $0.00 %0.01 %as of Jun 30, 2026 ↗
SA U.S. Small Company Fund SA FUNDS INVESTMENT TRUST 4,07872.9K $0.02 %0.01 %as of Jun 30, 2026 ↗
iShares ESG Select Screened S&P Small-Cap ETF iShares Trust 3,99171.3K $0.04 %0.01 %as of Jun 30, 2026 ↗
Goldman Sachs Multi-Manager Global Equity Fund Goldman Sachs Trust II 3,950112.3K $0.01 %0.01 %as of Jul 31, 2026 ↗
Small Cap Opportunities Trust John Hancock Variable Insurance Trust 3,83368.5K $0.03 %0.01 %as of Jun 30, 2026 ↗
Nationwide Small Cap Index Fund Nationwide Mutual Funds 3,830108.9K $0.04 %0.01 %as of Jul 31, 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