GLEN ALLEN, VA
EVERFORTH INCEFOR— Latest position per institution from SEC 13F filings
15
Institutional holders
43.17M
Total shares held
1.50B
Estimated value
2.16M
Avg. position size
BLACKROCK, INC.
CIK 2012383
Shares
7.46M
Value
133.34M
Filed
Jun 30, 2026
BLACKROCK FINANCE, INC.
CIK 1364742
Shares
5.90M
Value
520.59M
Filed
Jun 30, 2024
VANGUARD GROUP INC
CIK 102909
Shares
5.17M
Value
249.09M
Filed
Dec 31, 2025
VANGUARD PORTFOLIO MANAGEMENT LLC
CIK 2100121
Shares
3.29M
Value
58.79M
Filed
Jun 30, 2026
AQR CAPITAL MANAGEMENT LLC
CIK 1167557
Shares
2.11M
Value
37.78M
Filed
Jun 30, 2026
D. E. SHAW & CO., INC.
CIK 1009207
Shares
1.92M
Value
34.37M
Filed
Jun 30, 2026
STATE STREET CORP
CIK 93751
Shares
1.85M
Value
32.97M
Filed
Jun 30, 2026
VANGUARD CAPITAL MANAGEMENT LLC
CIK 2100119
Shares
1.77M
Value
31.64M
Filed
Jun 30, 2026
REINHART PARTNERS, LLC.
CIK 1080298
Shares
1.65M
Value
63.91M
Filed
Mar 31, 2026
DIMENSIONAL FUND ADVISORS LP
CIK 354204
Shares
1.63M
Value
29.06M
Filed
Jun 30, 2026
MACQUARIE GROUP LTD
CIK 1418333
Shares
1.38M
Value
65.51M
Filed
Sep 30, 2025
GEODE CAPITAL MANAGEMENT, LLC
CIK 1214717
Shares
1.37M
Value
24.55M
Filed
Jun 30, 2026
PATHSTONE HOLDINGS, LLC
CIK 2011612
Shares
1.28M
Value
22.88M
Filed
Jun 30, 2026
GOLDMAN SACHS GROUP INC
CIK 886982
Shares
1.15M
Value
20.49M
Filed
Jun 30, 2026
PATHSTONE FAMILY OFFICE, LLC
CIK 1511137
Shares
919.15K
Value
75.08M
Filed
Sep 30, 2023
BAMCO INC /NY/
CIK 1017918
Shares
910.80K
Value
16.28M
Filed
Jun 30, 2026
AMERIPRISE FINANCIAL INC
CIK 820027
Shares
896.71K
Value
16.02M
Filed
Jun 30, 2026
SCHRODER INVESTMENT MANAGEMENT GROUP
CIK 1086619
Shares
887.69K
Value
33.95M
Filed
Mar 31, 2026
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC
CIK 1164833
Shares
817.92K
Value
14.62M
Filed
Jun 30, 2026
NEW SOUTH CAPITAL MANAGEMENT INC
CIK 1044797
Shares
792.62K
Value
14.16M
Filed
Jun 30, 2026
| # | Institution | CIK | Shares | Est. Value | Period |
|---|---|---|---|---|---|
| 1 | BLACKROCK, INC. | 2012383 | 7.46M | 133.34M | Jun 30, 2026 |
| 2 | BLACKROCK FINANCE, INC. | 1364742 | 5.90M | 520.59M | Jun 30, 2024 |
| 3 | VANGUARD GROUP INC | 102909 | 5.17M | 249.09M | Dec 31, 2025 |
| 4 | VANGUARD PORTFOLIO MANAGEMENT LLC | 2100121 | 3.29M | 58.79M | Jun 30, 2026 |
| 5 | AQR CAPITAL MANAGEMENT LLC | 1167557 | 2.11M | 37.78M | Jun 30, 2026 |
| 6 | D. E. SHAW & CO., INC. | 1009207 | 1.92M | 34.37M | Jun 30, 2026 |
| 7 | STATE STREET CORP | 93751 | 1.85M | 32.97M | Jun 30, 2026 |
| 8 | VANGUARD CAPITAL MANAGEMENT LLC | 2100119 | 1.77M | 31.64M | Jun 30, 2026 |
| 9 | REINHART PARTNERS, LLC. | 1080298 | 1.65M | 63.91M | Mar 31, 2026 |
| 10 | DIMENSIONAL FUND ADVISORS LP | 354204 | 1.63M | 29.06M | Jun 30, 2026 |
| 11 | MACQUARIE GROUP LTD | 1418333 | 1.38M | 65.51M | Sep 30, 2025 |
| 12 | GEODE CAPITAL MANAGEMENT, LLC | 1214717 | 1.37M | 24.55M | Jun 30, 2026 |
| 13 | PATHSTONE HOLDINGS, LLC | 2011612 | 1.28M | 22.88M | Jun 30, 2026 |
| 14 | GOLDMAN SACHS GROUP INC | 886982 | 1.15M | 20.49M | Jun 30, 2026 |
| 15 | PATHSTONE FAMILY OFFICE, LLC | 1511137 | 919.15K | 75.08M | Sep 30, 2023 |
| 16 | BAMCO INC /NY/ | 1017918 | 910.80K | 16.28M | Jun 30, 2026 |
| 17 | AMERIPRISE FINANCIAL INC | 820027 | 896.71K | 16.02M | Jun 30, 2026 |
| 18 | SCHRODER INVESTMENT MANAGEMENT GROUP | 1086619 | 887.69K | 33.95M | Mar 31, 2026 |
| 19 | HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 1164833 | 817.92K | 14.62M | Jun 30, 2026 |
| 20 | NEW SOUTH CAPITAL MANAGEMENT INC | 1044797 | 792.62K | 14.16M | Jun 30, 2026 |
Data sourced from SEC Form 13F institutional holdings reports. Positions reflect the most recent filing per institution.