Skip to main content
Equibles
EFOR logo

EFOR · Everforth Inc

Track EFOR — free

Use EFOR with AI

Ask our own analyst here, or connect this data to the AI you already use.

Ask ALVIS about EFOR

Free, nothing to set up — ALVIS runs on the same tools and cites every figure.

or use your own AI

The free Equibles MCP server lets any client query SEC filings, earnings calls, KPIs, holdings and prices directly — read-only, OAuth-secured, cited to the filing.

ChatGPT Claude Gemini
Server URL
https://mcp.equibles.com/mcp
All connection guides →
$31.67 -1.78 (-5.32%) At close · Aug 14
Market Cap
$1.30B
Shares
41.00M

Registered funds — mutual funds, ETFs and closed-end funds — whose latest Form N-PORT portfolio report holds this stock, matched by the stock's CUSIP. Each row is one fund position with its size, value and weight in that fund.

Funds holding EFOR

464 fund positions
Fund Balance Value % of Fund Open
iShares Core S&P Small-Cap ETF 2,562,283 $99,185,975 0.11%
iShares Core S&P Mid-Cap ETF 1,363,610 $65,685,094 0.06%
VANGUARD TOTAL STOCK MARKET INDEX FUND 1,319,527 $63,561,616 0.00%
iShares Russell 2000 ETF 1,081,277 $52,085,113 0.07%
VANGUARD INFORMATION TECHNOLOGY INDEX FUND 1,072,396 $48,268,544 0.04%
VANGUARD TOTAL STOCK MARKET INDEX FUND 1,207,197 $46,730,596 0.00%
VANGUARD SMALL-CAP INDEX FUND 918,815 $44,259,319 0.03%
iShares Russell 2000 ETF 1,042,291 $40,347,085 0.06%
BARON SMALL CAP FUND 1,000,000 $38,710,000 1.43%
VANGUARD SMALL-CAP INDEX FUND 904,858 $35,027,053 0.02%
VANGUARD SMALL-CAP VALUE INDEX FUND 593,539 $28,590,774 0.05%
VANGUARD INFORMATION TECHNOLOGY INDEX FUND 1,092,568 $24,779,442 0.01%
Invesco Main Street Small Cap Fund 609,916 $23,609,848 1.07%
VANGUARD SMALL-CAP VALUE INDEX FUND 575,966 $22,295,644 0.04%
VANGUARD EXTENDED MARKET INDEX FUND 461,423 $22,226,746 0.03%
Fidelity Small Cap Index Fund 404,063 $21,047,642 0.07%
VANGUARD EXTENDED MARKET INDEX FUND 477,292 $18,475,973 0.02%
iShares Russell 2000 Value ETF 367,614 $17,707,966 0.14%
iShares S&P Small-Cap 600 Value ETF 416,896 $16,138,044 0.21%
AQR Long-Short Equity Fund 400,064 $15,486,477 0.19%
State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF 385,300 $14,914,963 0.11%
iShares Russell 2000 Value ETF 361,670 $14,000,246 0.11%
PIMCO RAE US Small Fund 358,615 $13,881,987 0.44%
TCM Small Cap Growth Fund 117,053 $13,661,256 2.87%
PIMCO RAE US Small Fund 280,358 $13,504,845 0.45%
Invesco V.I. Main Street Small Cap Fund 322,017 $12,465,278 1.07%
Pacer US Small Cap Cash Cows 100 ETF 222,655 $11,598,099 0.33%
JNL Multi-Manager Small Cap Value Fund 281,451 $10,894,968 0.65%
Reinhart Genesis PMV Fund 238,100 $10,716,881 1.87%
Dimensional U.S. Targeted Value ETF 205,490 $10,703,974 0.08%
iShares S&P Mid-Cap 400 Value ETF 215,034 $10,358,188 0.13%
Columbia Small Cap Value Discovery Fund 458,009 $9,663,990 0.44%
State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF 200,254 $9,646,235 0.06%
VANGUARD RUSSELL 2000 INDEX FUND 210,297 $9,465,468 0.07%
Schwab U.S. Small-Cap ETF 210,242 $9,462,992 0.05%
Small Cap Equity Portfolio 441,256 $9,310,502 0.95%
Fidelity Small Cap Index Fund 413,266 $8,719,913 0.03%
State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF 222,137 $8,598,923 0.21%
VANGUARD TAX-MANAGED SMALL-CAP FUND 218,256 $8,448,690 0.09%
Fidelity Value Fund 397,800 $8,393,580 0.09%
U.S. SMALL CAP VALUE PORTFOLIO 354,652 $7,483,157 0.04%
Fidelity MSCI Information Technology Index ETF 133,337 $6,945,524 0.04%
Dimensional US Small Cap Value ETF 128,342 $6,685,335 0.10%
Pacer US Small Cap Cash Cows 100 ETF 309,480 $6,530,028 0.19%
Applied Finance Explorer Fund 124,970 $6,509,687 0.69%
Dimensional U.S. Small Cap ETF 120,139 $6,258,041 0.05%
AQR Equity Market Neutral Fund 140,676 $5,445,568 0.16%
MassMutual Small Cap Opportunities Fund 139,873 $5,414,484 1.06%
Hotchkis and Wiley Small Cap Value Fund 133,600 $5,171,656 0.79%
Invesco S&P Midcap 400 Pure Value ETF 98,065 $5,108,206 1.65%
Showing 1–50 of 464 positions
Key facts CIK 890564 CUSIP 00191U102 13F (30d) 235 filings 235 filers Visit website Investor relations

Report a Problem

Category
Description
Email (optional, for follow-up)