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EFOR

Everforth Inc

Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$585M -$10.4M -107,309 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$497M +$2.44M +25,281 +0.5%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$394M +$12.4M +128,233 +4%
BAMCO Inc
4
BAMCO Inc
New York
$233M
State Street
5
State Street
Massachusetts
$184M +$2.89M +29,905 +2%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$159M -$9.81M -101,431 -6%
Invesco
7
Invesco
Georgia
$151M -$1.69M -17,500 -1%
Macquarie Group
8
Macquarie Group
Australia
$139M -$3.35M -34,693 -3%
T. Rowe Price Investment Management
9
T. Rowe Price Investment Management
Maryland
$111M +$16.6M +171,558 +19%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$110M +$2.17M +22,441 +2%
Boston Partners
11
Boston Partners
Massachusetts
$107M +$5.09M +52,673 +5%
Pathstone Holdings
12
Pathstone Holdings
New Jersey
$95.5M +$3M +31,058 +4%
Victory Capital Management
13
Victory Capital Management
Texas
$93.4M -$1.65M -17,053 -2%
Thrivent Financial for Lutherans
14
Thrivent Financial for Lutherans
Minnesota
$84M -$2.61M -26,979 -3%
Fidelity International
15
Fidelity International
Bermuda
$72.3M -$38.7M -400,000 -37%
Goldman Sachs
16
Goldman Sachs
New York
$71.4M -$2.71M -28,028 -4%
Schroder Investment Management Group
17
Schroder Investment Management Group
United Kingdom
$69.4M -$4.24M -43,874 -6%
Jennison Associates
18
Jennison Associates
New York
$67.6M +$5.74M +59,401 +10%
ACB
19
Aristotle Capital Boston
Massachusetts
$60.2M -$1.75M -18,061 -3%
Charles Schwab
20
Charles Schwab
California
$58.2M +$637K +6,586 +1%
RP
21
Reinhart Partners
Wisconsin
$57.4M +$477K +4,931 +0.9%
Northern Trust
22
Northern Trust
Illinois
$57.2M -$5.98M -61,860 -10%
VNIM
23
Vaughan Nelson Investment Management
Texas
$57.2M +$6.85M +70,850 +15%
Norges Bank
24
Norges Bank
Norway
$56.6M +$1.14M +11,801 +2%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$49.4M -$2M -20,675 -4%