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EFOR

Everforth Inc

Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$669M -$30.6M -291,075 -5%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$652M -$5.42M -51,513 -0.9%
Vanguard Group
3
Vanguard Group
Pennsylvania
$545M -$5.1M -48,457 -1%
Boston Partners
4
Boston Partners
Massachusetts
$321M +$2.88M +27,380 +1%
Invesco
5
Invesco
Georgia
$192M -$7.26M -68,941 -4%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$186M -$3.34M -31,767 -2%
BAMCO Inc
7
BAMCO Inc
New York
$184M +$2.34M +22,256 +1%
State Street
8
State Street
Massachusetts
$183M -$430K -4,089 -0.3%
Macquarie Group
9
Macquarie Group
Australia
$123M +$389K +3,692 +0.3%
Wells Fargo
10
Wells Fargo
California
$107M -$6.67M -63,412 -6%
Fidelity International
11
Fidelity International
Bermuda
$106M +$52.7M +500,768 +115%
T. Rowe Price Associates
12
T. Rowe Price Associates
Maryland
$105M -$6.59M -62,589 -6%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$98.6M -$447K -4,247 -0.5%
Goldman Sachs
14
Goldman Sachs
New York
$94.4M -$4.05M -38,472 -4%
Thrivent Financial for Lutherans
15
Thrivent Financial for Lutherans
Minnesota
$91.5M -$838K -7,959 -1%
VNIM
16
Vaughan Nelson Investment Management
Texas
$86.2M +$3.52M +33,480 +5%
ACB
17
Aristotle Capital Boston
Massachusetts
$85.7M -$123K -1,173 -0.2%
Northern Trust
18
Northern Trust
Illinois
$85.1M -$1.89M -17,929 -2%
TCM
19
TimesSquare Capital Management
New York
$82.6M +$5.09M +48,395 +7%
PFO
20
Pathstone Family Office
New Jersey
$80.7M -$5.69M -54,099 -7%
Charles Schwab
21
Charles Schwab
California
$71.8M -$881K -8,370 -1%
Wellington Management Group
22
Wellington Management Group
Massachusetts
$69.1M +$8.12M +77,196 +14%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$67.5M +$726K +6,897 +1%
PAMS
24
Pictet Asset Management (Switzerland)
Switzerland
$65.6M +$61M +579,751 New
Jennison Associates
25
Jennison Associates
New York
$59.1M +$5.23M +49,685 +11%