EFOR · Everforth Inc · Held by Funds
$34.25
-1.94 (-5.36%)
At close · Oct 2
Return incl. dividend (before tax)
Market Cap
$1.36B
Shares
41.00M
Volume · Oct 2
723.74K
Avg daily vol (3M)
840.83K
Registered funds — mutual funds, ETFs and closed-end funds — whose latest Form N-PORT portfolio report holds this exact listed security, matched by CUSIP. Each row is one fund position with its size, value and weight in that fund.
Funds holding EFOR
321 fund positions| Fund | Ticker | Balance | Value | % of Fund | Side | Reported | Open |
|---|---|---|---|---|---|---|---|
| iShares Core S&P Small-Cap ETF | IJR | 2,470,665 | $44,150,784 | 0.04% | Long | 2026-06-30 | |
| VANGUARD INFORMATION TECHNOLOGY INDEX FUND | — | 1,092,568 | $24,779,442 | 0.01% | Long | 2026-05-31 | |
| VANGUARD TOTAL STOCK MARKET INDEX FUND | — | 1,228,711 | $21,957,066 | 0.00% | Long | 2026-06-30 | |
| iShares Russell 2000 ETF | IWM | 1,094,079 | $19,551,192 | 0.02% | Long | 2026-06-30 | |
| Small Cap Equity Portfolio | — | 576,315 | $16,390,399 | 1.57% | Long | 2026-07-31 | |
| VANGUARD SMALL-CAP INDEX FUND | — | 892,321 | $15,945,776 | 0.01% | Long | 2026-06-30 | |
| BARON SMALL CAP FUND | — | 850,000 | $15,189,500 | 0.53% | Long | 2026-06-30 | |
| Columbia Small Cap Value Discovery Fund | — | 487,609 | $13,867,600 | 0.56% | Long | 2026-07-31 | |
| TCM Small Cap Growth Fund | — | 117,053 | $13,661,256 | 2.87% | Long | 2022-03-31 | |
| Fidelity Small Cap Index Fund | FSSNX | 445,379 | $12,666,579 | 0.04% | Long | 2026-07-31 | |
| Pacer US Small Cap Cash Cows 100 ETF | CALF | 365,871 | $10,405,371 | 0.28% | Long | 2026-07-31 | |
| VANGUARD SMALL-CAP VALUE INDEX FUND | — | 565,851 | $10,111,757 | 0.01% | Long | 2026-06-30 | |
| VANGUARD EXTENDED MARKET INDEX FUND | — | 470,938 | $8,415,662 | 0.01% | Long | 2026-06-30 | |
| PIMCO RAE US Small Fund | — | 426,657 | $7,624,361 | 0.20% | Long | 2026-06-30 | |
| AQR Long-Short Equity Fund | — | 400,068 | $7,149,215 | 0.09% | Long | 2026-06-30 | |
| iShares Defense Industrials Active ETF | — | 250,284 | $7,118,077 | 0.17% | Long | 2026-07-31 | |
| First Trust Small Cap Core AlphaDEX Fund | FYX | 244,079 | $6,941,607 | 0.51% | Long | 2026-07-31 | |
| iShares Russell 2000 Value ETF | IWN | 381,816 | $6,823,052 | 0.05% | Long | 2026-06-30 | |
| State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF | SPSM | 375,643 | $6,712,740 | 0.04% | Long | 2026-06-30 | |
| iShares S&P Small-Cap 600 Value ETF | IJS | 351,251 | $6,276,855 | 0.08% | Long | 2026-06-30 | |
| Dimensional U.S. Targeted Value ETF | DFAT | 206,306 | $5,867,343 | 0.04% | Long | 2026-07-31 | |
| U.S. SMALL CAP PORTFOLIO | DFSTX | 195,433 | $5,558,115 | 0.03% | Long | 2026-07-31 | |
| Fidelity Extended Market Index Fund | FSMAX | 223,319 | $5,064,875 | 0.01% | Long | 2026-05-31 | |
| VANGUARD RUSSELL 2000 INDEX FUND | — | 213,980 | $4,853,066 | 0.03% | Long | 2026-05-31 | |
| U.S. Targeted Value Portfolio | DFFVX | 168,130 | $4,781,617 | 0.03% | Long | 2026-07-31 | |
| Dimensional US Small Cap Value ETF | DFSV | 167,407 | $4,761,055 | 0.06% | Long | 2026-07-31 | |
| Schwab U.S. Small-Cap ETF | SCHA | 204,762 | $4,644,002 | 0.02% | Long | 2026-05-31 | |
| U.S. SMALL CAP VALUE PORTFOLIO | DFSVX | 159,376 | $4,532,653 | 0.02% | Long | 2026-07-31 | |
| Tax-Managed U.S. Mid & Small Cap Fund | — | 155,715 | $4,428,535 | 0.22% | Long | 2026-07-31 | |
| Goldman Sachs Small Cap Value Insights Fund | — | 152,874 | $4,347,737 | 0.33% | Long | 2026-07-31 | |
| VANGUARD TAX-MANAGED SMALL-CAP FUND | — | 237,093 | $4,236,852 | 0.04% | Long | 2026-06-30 | |
| American Beacon Small Cap Value Fund | — | 135,417 | $3,851,259 | 0.10% | Long | 2026-07-31 | |
| State Street(R) SPDR(R) S & P 600(TM) Small Cap Value ETF | SLYV | 209,813 | $3,749,358 | 0.08% | Long | 2026-06-30 | |
| College Retirement Equities Fund - Total Global Stock Account | — | 205,170 | $3,666,388 | 0.00% | Long | 2026-06-30 | |
| Old Westbury Small & Mid Cap Strategies Fund | OWSMX | 128,075 | $3,642,453 | 0.04% | Long | 2026-07-31 | |
| VANGUARD S&P SMALL-CAP 600 INDEX FUND | — | 147,458 | $3,344,347 | 0.06% | Long | 2026-05-31 | |
| SmallCap Value Fund II | — | 115,202 | $3,276,345 | 0.26% | Long | 2026-07-31 | |
| Strategic Advisers Fidelity U.S. Total Stock Fund | FCTDX | 131,131 | $2,974,051 | 0.00% | Long | 2026-05-31 | |
| Strategic Advisers U.S. Total Stock Fund | FSAKX | 130,442 | $2,958,425 | 0.00% | Long | 2026-05-31 | |
| Multi-Manager Small Cap Equity Strategies Fund | CZMSX | 126,562 | $2,870,426 | 0.22% | Long | 2026-05-31 | |
| Schwab Small-Cap Index Fund | SWSSX | 99,141 | $2,819,570 | 0.04% | Long | 2026-07-31 | |
| Goldman Sachs Small Cap Equity Insights Fund | — | 98,241 | $2,793,974 | 0.28% | Long | 2026-07-31 | |
| U.S. MICRO CAP PORTFOLIO | DFSCX | 91,731 | $2,608,830 | 0.03% | Long | 2026-07-31 | |
| Invesco S&P SmallCap 600 Revenue ETF | RWJ | 114,543 | $2,597,835 | 0.14% | Long | 2026-05-31 | |
| State Street(R) SPDR(R) S&P(R) Software & Services ETF | XSW | 144,558 | $2,583,251 | 0.64% | Long | 2026-06-30 | |
| Hotchkis and Wiley Small Cap Value Fund | — | 143,000 | $2,555,410 | 0.31% | Long | 2026-06-30 | |
| Dimensional U.S. Small Cap ETF | DFAS | 88,757 | $2,524,249 | 0.02% | Long | 2026-07-31 | |
| Victory Small Cap Stock Fund | — | 85,904 | $2,443,110 | 0.25% | Long | 2026-07-31 | |
| Schwab Fundamental U.S. Large Company ETF | FNDX | 104,195 | $2,363,143 | 0.01% | Long | 2026-05-31 | |
| AQR Managed Futures Strategy HV Fund | — | 125,738 | $2,246,938 | 0.14% | Long | 2026-06-30 |
Showing 1–50 of 321 positions