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
PD Small-Cap Value Index Portfolio PACIFIC SELECT FUND 3,82768.4K $0.05 %0.01 %as of Jun 30, 2026 ↗
SA Multi-Managed Small Cap Portfolio SEASONS SERIES TRUST 3,80368K $0.05 %0.01 %as of Jun 30, 2026 ↗
Victory Cornerstone Aggressive Fund Victory Portfolios III 3,60981.9K $0.02 %0.01 %as of May 31, 2026 ↗
THRIVENT MODERATELY AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds 3,588102K $0.00 %0.01 %as of Jul 31, 2026 ↗
VANGUARD RUSSELL 3000 INDEX FUND VANGUARD SCOTTSDALE FUNDS 3,41077.3K $0.00 %0.01 %as of May 31, 2026 ↗
CVT Russell 2000 Small Cap Index Portfolio Calvert Variable Trust, Inc. 3,38360.5K $0.02 %0.01 %as of Jun 30, 2026 ↗
VIP Extended Market Index Portfolio Variable Insurance Products Fund II 3,35960K $0.01 %0.01 %as of Jun 30, 2026 ↗
U.S. Small Cap Equity Fund RUSSELL INVESTMENT FUNDS 3,30859.1K $0.02 %0.01 %as of Jun 30, 2026 ↗
LVIP Dimensional U.S. Core Equity 1 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 3,27058.4K $0.00 %0.01 %as of Jun 30, 2026 ↗
Venerable Small Cap Index Fund Venerable Variable Insurance Trust 3,08455.1K $0.02 %0.01 %as of Jun 30, 2026 ↗
Clearwater Select Equity Fund Clearwater Investment Trust 3,00053.6K $0.01 %0.01 %as of Jun 30, 2026 ↗
Voya VACS Index Series SC Portfolio Voya VARIABLE PORTFOLIOS INC 2,75549.2K $0.02 %0.01 %as of Jun 30, 2026 ↗
iShares MSCI World Small-Cap ETF iShares Trust 2,72961.9K $0.01 %0.01 %as of May 31, 2026 ↗
FlexShares Morningstar US Market Factor Tilt Index Fund FlexShares Trust 2,68676.4K $0.00 %0.01 %as of Jul 31, 2026 ↗
THRIVENT AGGRESSIVE ALLOCATION FUND Thrivent Mutual Funds 2,67976.2K $0.00 %0.01 %as of Jul 31, 2026 ↗
Adara Smaller Companies Fund RBB Fund, Inc. 2,38654.1K $0.01 %0.01 %as of May 31, 2026 ↗
iShares Total U.S. Stock Market Index Fund BlackRock Funds 2,36167.1K $0.00 %0.01 %as of Jul 31, 2026 ↗
SEB Blockchain Economy Exposure Fund SEB Funds AB 2,269836.7K SEK0.89 %0.01 %as of Mar 31, 2026 ↗
THRIVENT AGGRESSIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 2,26540.5K $0.00 %0.01 %as of Jun 30, 2026 ↗
Small-Cap Equity Portfolio PACIFIC SELECT FUND 2,14938.4K $0.01 %0.01 %as of Jun 30, 2026 ↗
JNL/DFA U.S. Core Equity Fund JNL Series Trust 2,03236.3K $0.00 %0.00 %as of Jun 30, 2026 ↗
S&P SmallCap 600 Pure Value Fund Rydex Variable Trust 1,97135.2K $0.31 %0.00 %as of Jun 30, 2026 ↗
Dimensional US Vector Equity ETF Dimensional ETF Trust 1,96755.9K $0.01 %0.00 %as of Jul 31, 2026 ↗
ProShares Russell 2000 High Income ETF ProShares Trust 1,96244.5K $0.02 %0.00 %as of May 31, 2026 ↗
S&P SmallCap 600 Pure Value Fund Rydex Series Funds 1,92934.5K $0.37 %0.00 %as of Jun 30, 2026 ↗
Strategic Equity Allocation Trust John Hancock Variable Insurance Trust 1,84132.9K $0.00 %0.00 %as of Jun 30, 2026 ↗
Venerable US Small Cap Fund Venerable Variable Insurance Trust 1,84132.9K $0.02 %0.00 %as of Jun 30, 2026 ↗
THRIVENT MODERATE ALLOCATION FUND Thrivent Mutual Funds 1,73749.4K $0.00 %0.00 %as of Jul 31, 2026 ↗
iShares Morningstar Small-Cap ETF iShares Trust 1,66747.4K $0.02 %0.00 %as of Jul 31, 2026 ↗
Morgan Stanley Pathway Small-Mid Cap Equity ETF MORGAN STANLEY PATHWAY FUNDS 1,63237K $0.00 %0.00 %as of May 31, 2026 ↗
Goldman Sachs Absolute Return Tracker Fund GOLDMAN SACHS TRUST 1,61228.8K $0.00 %0.00 %as of Jun 30, 2026 ↗
LVIP Dimensional U.S. Core Equity 2 Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST 1,61228.8K $0.00 %0.00 %as of Jun 30, 2026 ↗
THRIVENT GLOBAL STOCK FUND Thrivent Mutual Funds 1,56444.5K $0.00 %0.00 %as of Jul 31, 2026 ↗
ProShares UltraPro Russell2000 ProShares Trust 1,54935.1K $0.01 %0.00 %as of May 31, 2026 ↗
Invesco Nasdaq Free Cash Flow Achievers ETF Invesco Exchange-Traded Fund Trust II 1,54335K $0.30 %0.00 %as of May 31, 2026 ↗
ProShares Ultra Russell2000 ProShares Trust 1,53434.8K $0.01 %0.00 %as of May 31, 2026 ↗
THRIVENT MODERATELY CONSERVATIVE ALLOCATION PORTFOLIO Thrivent Series Fund, Inc. 1,47026.3K $0.00 %0.00 %as of Jun 30, 2026 ↗
Avantis U.S. Small Cap Equity Fund American Century ETF Trust 1,41932.2K $0.02 %0.00 %as of May 31, 2026 ↗
State Street(R) SPDR(R) S&P(R) 1500 Value Tilt ETF SPDR SERIES TRUST 1,37124.5K $0.00 %0.00 %as of Jun 30, 2026 ↗
Multimanager Technology Portfolio EQ Advisors Trust 1,35424.2K $0.00 %0.00 %as of Jun 30, 2026 ↗
EQ/Franklin Small Cap Value Managed Volatility Portfolio EQ Advisors Trust 1,34023.9K $0.01 %0.00 %as of Jun 30, 2026 ↗
THRIVENT GLOBAL STOCK PORTFOLIO Thrivent Series Fund, Inc. 1,29023.1K $0.00 %0.00 %as of Jun 30, 2026 ↗
Penn Series Small Cap Index Fund Penn Series Funds Inc 1,15220.6K $0.02 %0.00 %as of Jun 30, 2026 ↗
Green Century Equity Fund GREEN CENTURY FUNDS 1,10431.4K $0.00 %0.00 %as of Jul 31, 2026 ↗
GuideMark Small/Mid Cap Core Fund GPS Funds I 1,07719.2K $0.02 %0.00 %as of Jun 30, 2026 ↗
TIAA Separate Account VA-1 - Stock Index Account TIAA Separate Account VA-1 1,07519.2K $0.00 %0.00 %as of Jun 30, 2026 ↗
State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC 1,06819.1K $0.00 %0.00 %as of Jun 30, 2026 ↗
VIP Total Market Index Portfolio Variable Insurance Products Fund II 1,06018.9K $0.00 %0.00 %as of Jun 30, 2026 ↗
Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust 1,02323.2K $0.00 %0.00 %as of May 31, 2026 ↗
AQR LSE Fusion Fund AQR Funds 93316.7K $0.09 %0.00 %as of Jun 30, 2026 ↗
Nationwide Fundamental All Cap Equity Portfolio Nationwide Mutual Funds 89425.4K $0.00 %0.00 %as of Jul 31, 2026 ↗
Small Company Value Portfolio Wilshire Mutual Funds Inc 87015.5K $0.06 %0.00 %as of Jun 30, 2026 ↗
PROFUND VP SMALLCAP VALUE ProFunds 86215.4K $0.08 %0.00 %as of Jun 30, 2026 ↗
Nuveen Life Stock Index Fund TIAA-CREF Life Funds 77713.9K $0.00 %0.00 %as of Jun 30, 2026 ↗
Harbor AlphaEdge Small Cap Earners ETF Harbor ETF Trust 75121.4K $0.18 %0.00 %as of Jul 31, 2026 ↗
Total Stock Market Index Trust John Hancock Variable Insurance Trust 74413.3K $0.00 %0.00 %as of Jun 30, 2026 ↗
Steward Values Enhanced Small-Mid Cap Fund Steward Funds Inc 73921K $0.01 %0.00 %as of Jul 31, 2026 ↗
AZL DFA U.S. Core Equity Fund Allianz Variable Insurance Products Trust 72613K $0.00 %0.00 %as of Jun 30, 2026 ↗
Avantis Total Equity Markets ETF American Century ETF Trust 70015.9K $0.00 %0.00 %as of May 31, 2026 ↗
Fidelity MSCI Information Technology Index ETF FIDELITY COVINGTON TRUST 58416.6K $0.00 %0.00 %as of Jul 31, 2026 ↗
AQR CVX Fusion Fund AQR Funds 5379.6K $0.02 %0.00 %as of Jun 30, 2026 ↗
ULTRA SMALL CAP PROFUND ProFunds 52414.9K $0.03 %0.00 %as of Jul 31, 2026 ↗
ProShares Ultra SmallCap600 ProShares Trust 51011.6K $0.04 %0.00 %as of May 31, 2026 ↗
1290 VT Socially Responsible Portfolio EQ Advisors Trust 4558.1K $0.00 %0.00 %as of Jun 30, 2026 ↗
Acclivity Small Cap Value Fund NORTHERN LIGHTS FUND TRUST II 4357.8K $0.02 %0.00 %as of Jun 30, 2026 ↗
Dimensional US Core Equity 1 ETF Dimensional ETF Trust 36410.4K $0.00 %0.00 %as of Jul 31, 2026 ↗
Invesco Russell 2000 Dynamic Multifactor ETF Invesco Exchange-Traded Self-Indexed Fund Trust 3487.9K $0.00 %0.00 %as of May 31, 2026 ↗
SMALL-CAP VALUE PROFUND ProFunds 3379.6K $0.12 %0.00 %as of Jul 31, 2026 ↗
State Street Balanced Index Fund STATE STREET INSTITUTIONAL INVESTMENT TRUST 2674.8K $0.00 %0.00 %as of Jun 30, 2026 ↗
Wilshire 5000 Index Fund Wilshire Mutual Funds Inc 2504.5K $0.00 %0.00 %as of Jun 30, 2026 ↗
Longview Advantage ETF RBB Fund Trust 2495.6K $0.00 %0.00 %as of May 31, 2026 ↗
THRIVENT MODERATELY CONSERVATIVE ALLOCATION FUND Thrivent Mutual Funds 2477K $0.00 %0.00 %as of Jul 31, 2026 ↗
State Street(R) SPDR(R) S&P(R) 1500 Momentum Tilt ETF SPDR SERIES TRUST 2444.4K $0.00 %0.00 %as of Jun 30, 2026 ↗
Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III 2276.5K $0.00 %0.00 %as of Jul 31, 2026 ↗
Russell 2000 2x Strategy Fund Rydex Dynamic Funds 2193.9K $0.01 %0.00 %as of Jun 30, 2026 ↗
Hotchkis & Wiley SMID Cap Diversified Value Fund HOTCHKIS & WILEY FUNDS/DE/ 1863.3K $0.12 %0.00 %as of Jun 30, 2026 ↗
PROFUND VP ULTRA SMALL CAP ProFunds 1673K $0.01 %0.00 %as of Jun 30, 2026 ↗
New Covenant Growth Fund NEW COVENANT FUNDS 1462.6K $0.00 %0.00 %as of Jun 30, 2026 ↗
iShares MSCI USA Small-Cap Quality Factor ETF iShares Trust 1333K $0.04 %0.00 %as of May 31, 2026 ↗
PROFUND VP SMALL CAP ProFunds 1091.9K $0.02 %0.00 %as of Jun 30, 2026 ↗
Russell 2000 Fund Rydex Series Funds 1011.8K $0.01 %0.00 %as of Jun 30, 2026 ↗
THRIVENT ESG INDEX PORTFOLIO Thrivent Series Fund, Inc. 891.6K $0.00 %0.00 %as of Jun 30, 2026 ↗
Fidelity Enhanced Small Cap Value ETF Fidelity Covington Trust 881.6K $0.02 %0.00 %as of Jun 30, 2026 ↗
Columbia Research Enhanced Small Cap ETF Columbia ETF Trust I 761.4K $0.04 %0.00 %as of Jun 30, 2026 ↗
Russell 2000 1.5x Strategy Fund Rydex Series Funds 601.1K $0.01 %0.00 %as of Jun 30, 2026 ↗
E*TRADE No Fee Total Market Index Fund E Trade Trust 411.2K $0.00 %0.00 %as of Jul 31, 2026 ↗
ProShares Hedge Replication ETF ProShares Trust 39884.5 $0.00 %0.00 %as of May 31, 2026 ↗
Fidelity Flex Small Cap Focused Index Fund Fidelity Salem Street Trust 371.1K $0.01 %0.00 %as of Jul 31, 2026 ↗
SMALL-CAP PROFUND ProFunds 34967 $0.01 %0.00 %as of Jul 31, 2026 ↗
ProShares Russell 2000 Dynamic Buffer ETF ProShares Trust 12272.2 $0.02 %0.00 %as of May 31, 2026 ↗
Russell 2000(R) 1.5x Strategy Fund Rydex Variable Trust 12214.4 $0.00 %0.00 %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