A Daily Network publication
Explore the network
Wealth Advisor Daily
The advisor's edition — practice, portfolio, and the book.
Wednesday, October 7, 2026The Morning Brief →Sign in

Who holds EFOREverforth

12 funds on our shelf carry Everforth — heaviest hand: XSW at 0.64% of its book.

FundWeightFund assetsShares held
XSWState Street SPDR S&P Software & Services ETFINDEX0.64%$488M144,558
RZVInvesco S&P SmallCap 600 Pure Value ETFINDEX0.62%$281M50,404
PSCTInvesco S&P SmallCap Information Technology ETFINDEX0.57%$547M90,660
SVALiShares US Small Cap Value Factor ETFINDEX0.55%$159M37,320
DWASInvesco Dorsey Wright SmallCap Momentum ETFINDEX0.41%$411M47,202
RWJInvesco S&P SmallCap 600 Revenue ETFINDEX0.29%$2B164,850
VFVAVanguard U.S. Value Factor ETFINDEX0.18%$764M46,975
SLYVState Street SPDR S&P 600 Small Cap Value ETFINDEX0.15%$4.8B213,844
VIOVVanguard S&P Small-Cap 600 Value ETFINDEX0.14%$1.4B87,752
IJSiShares S&P Small-Cap 600 Value ETFINDEX0.13%$7.7B363,668
PKWInvesco BuyBack Achievers ETFINDEX0.04%$1.7B20,355
VGTVanguard Information Technology Index FundINDEX0.02%$75.1B1,023,847

LATEST DISCLOSED BOOKS ON THE ENRICHED SHELF · THE SHELF GROWS NIGHTLY AS READERS RESEARCH NEW FUNDS

Every weekday · 6:30 a.m. ET

The Morning Brief

The latest from Wealth Advisor Daily, in your inbox every weekday. Free.