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EFOR

Everforth Inc

Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
1
Fidelity Investments
Massachusetts
$552M +$757K +7,805 +0.1%
BlackRock
2
BlackRock
New York
$518M -$7.46M -76,971 -1%
Vanguard Group
3
Vanguard Group
Pennsylvania
$437M -$3.92M -40,460 -0.8%
Boston Partners
4
Boston Partners
Massachusetts
$199M +$7.01M +72,308 +3%
BAMCO Inc
5
BAMCO Inc
New York
$189M
State Street
6
State Street
Massachusetts
$146M -$325K -3,353 -0.2%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$135M +$1.91M +19,660 +1%
Invesco
8
Invesco
Georgia
$127M -$13.3M -136,863 -9%
Macquarie Group
9
Macquarie Group
Australia
$125M -$936K -9,650 -0.7%
Fidelity International
10
Fidelity International
Bermuda
$122M +$215K +2,222 +0.2%
PAMS
11
Pictet Asset Management (Switzerland)
Switzerland
$79.9M +$2.16M +22,297 +3%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$77.8M -$244K -2,517 -0.3%
PFO
13
Pathstone Family Office
New Jersey
$77.3M +$11.4M +117,793 +16%
Thrivent Financial for Lutherans
14
Thrivent Financial for Lutherans
Minnesota
$70.3M +$3.98M +41,035 +6%
Goldman Sachs
15
Goldman Sachs
New York
$67M +$9.11M +93,935 +15%
Schroder Investment Management Group
16
Schroder Investment Management Group
United Kingdom
$61.6M -$7.25M -74,756 -10%
Charles Schwab
17
Charles Schwab
California
$60.7M +$1.45M +14,940 +2%
Northern Trust
18
Northern Trust
Illinois
$58.2M -$2.23M -23,028 -3%
ACB
19
Aristotle Capital Boston
Massachusetts
$55.1M -$5.66M -58,409 -9%
VNIM
20
Vaughan Nelson Investment Management
Texas
$51.6M +$2.15M +22,155 +4%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$50.2M +$241K +2,481 +0.4%
Jennison Associates
22
Jennison Associates
New York
$49.8M +$769K +7,930 +1%
Bank of America
23
Bank of America
North Carolina
$39.3M -$3.7M -38,182 -8%
T. Rowe Price Associates
24
T. Rowe Price Associates
Maryland
$37.8M -$38.7M -398,777 -49%
Allspring Global Investments
25
Allspring Global Investments
North Carolina
$36.5M -$3.61M -37,268 -8%