Everforth Inc
EFOR- Exchange
- NYSE
- Industry
- Services-Help Supply Services
- SEC CIK
- 0000890564
No open-market purchases or sales by Everforth Inc insiders were filed in the last 90 days; 247 institutions reported holding it in 13F filings for Q2 2026, worth $774.1M in total; no superinvestor holds it.
13F holders, Q2 2021
Institutional positions in Everforth Inc as of Jun 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 267
- −10 vs. Q1 2021
- Shares held
- 49.9M
- −383.5K (−0.8%) vs. Q1 2021
- Total value
- $4.85B
- +$47.9M (+1.0%) vs. Q1 2021
- New holders
- 23
- 87 more added
- Sold out
- 33
- 114 more reduced
3 institutions that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting EFOR on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 247 | $774.1M |
| Q1 2026 | 248 | $1.67B |
| Q4 2025 | 274 | $1.96B |
| Q3 2025 | 296 | $1.99B |
| Q2 2025 | 285 | $2.15B |
| Q1 2025 | 303 | $2.70B |
| Q4 2024 | 307 | $3.59B |
| Q3 2024 | 294 | $3.97B |
| Q2 2024 | 295 | $3.81B |
| Q1 2024 | 279 | $4.59B |
| Q4 2023 | 277 | $4.27B |
| Q3 2023 | 261 | $3.69B |
| Q2 2023 | 250 | $3.51B |
| Q1 2023 | 275 | $3.84B |
| Q4 2022 | 270 | $3.77B |
| Q3 2022 | 276 | $4.34B |
| Q2 2022 | 290 | $4.39B |
| Q1 2022 | 278 | $5.67B |
| Q4 2021 | 297 | $6.01B |
| Q3 2021 | 249 | $5.65B |
| Q2 2021 | 267 | $4.85B |
| Q1 2021 | 280 | $4.82B |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding Everforth Inc; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Nisa Investment Advisors, LLC | 4,110 | $398.0K | 0.00% | −800−16.3% | Reduced |
| Quantinno Capital Management LP | 4,088 | $396.0K | 0.45% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 3,549 | $344.0K | 0.00% | −5−0.1% | Reduced |
| Hayden Royal, LLC | 3,487 | $338.0K | 0.19% | −18−0.5% | Reduced |
| Meeder Asset Management Inc | 3,349 | $325.0K | 0.02% | +3,050+1,020.1% | Added |
| Pendal Group Limited | 3,320 | $322.0K | 0.00% | 00.0% | Unchanged |
| Public Sector Pension Investment Board | 3,313 | $321.0K | 0.00% | +3,313 | New |
| Rice Hall James & Associates, LLC | 3,184 | $309.0K | 0.01% | 00.0% | Unchanged |
| Virtu Financial LLC | 3,126 | $303.0K | 0.03% | +3,126 | New |
| CIBC Private Wealth Group, LLC | 3,009 | $292.0K | 0.00% | −153−4.8% | Reduced |
| Shelton Capital Management | 2,965 | $287.0K | 0.01% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 2,899 | $281.0K | 0.01% | −3−0.1% | Reduced |
| Cim Investment Mangement Inc | 2,874 | $279.0K | 0.09% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 2,676 | $259.0K | 0.00% | −1,070−28.6% | Reduced |
| Prudent Man Advisors, LLC | 2,444 | $237.0K | 0.09% | −7−0.3% | Reduced |
| Euclidean Technologies Management, LLC | 2,319 | $225.0K | 0.18% | 00.0% | Unchanged |
| Loews Corp | 2,261 | $219.0K | 0.00% | −8−0.4% | Reduced |
| Walleye Trading LLC | 2,166 | $210.0K | 0.01% | +1,719+384.6% | Added |
| First Mercantile Trust Co | 2,030 | $197.0K | 0.02% | −115−5.4% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,907 | $185.0K | 0.00% | +1,907 | New |
| O'Shaughnessy Asset Management, LLC | 1,876 | $182.0K | 0.00% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 1,785 | $173.0K | 0.05% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 1,597 | $155.0K | 0.04% | +885+124.3% | Added |
| Advisors Asset Management, Inc. | 1,482 | $144.0K | 0.00% | +69+4.9% | Added |
| Advisor Group Holdings, Inc. | 1,134 | $110.0K | 0.00% | −31−2.7% | Reduced |
| Captrust Financial Advisors | 1,050 | $102.0K | 0.00% | +398+61.0% | Added |
| CWM, LLC | 1,000 | $97.0K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 935 | $91.0K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 809 | $81.0K | 0.07% | +809 | New |
| Harbor Investment Advisory, LLC | 816 | $79.0K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 812 | $79.0K | 0.02% | +43+5.6% | Added |
| Quantbot Technologies LP | 779 | $75.0K | 0.01% | +779 | New |
| Markston International LLC | 600 | $58.0K | 0.04% | −100−14.3% | Reduced |
| Northwestern Mutual Wealth Management Co | 515 | $50.0K | 0.00% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 510 | $49.0K | 0.00% | −915−64.2% | Reduced |
| C M Bidwell & Associates Ltd | 396 | $38.0K | 0.02% | −4−1.0% | Reduced |
| Dark Forest Capital Management LP | 356 | $35.0K | 0.02% | +356 | New |
| FourThought Financial, LLC | 360 | $34.0K | 0.00% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 315 | $31.0K | 0.00% | −3,232−91.1% | Reduced |
| Paragon Wealth Strategies, LLC | 301 | $29.0K | 0.01% | +301 | New |
| Parallel Advisors, LLC | 248 | $24.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 216 | $21.0K | 0.00% | +1+0.5% | Added |
| Carroll Financial Associates, Inc. | 209 | $20.0K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 185 | $18.0K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 186 | $18.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 180 | $17.0K | 0.00% | −150−45.5% | Reduced |
| Harvest Fund Management Co., Ltd | 168 | $16.0K | 0.00% | −172−50.6% | Reduced |
| AdvisorNet Financial, Inc | 159 | $15.0K | 0.00% | 00.0% | Unchanged |
| Better Money Decisions, LLC | 121 | $12.0K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 110 | $11.0K | 0.00% | +5+4.8% | Added |
| TCI Wealth Advisors, Inc. | 93 | $9.00K | 0.00% | +42+82.4% | Added |
| Fifth Third Bancorp | 61 | $6.00K | 0.00% | −29−32.2% | Reduced |
| Fieldpoint Private Securities, LLC | 60 | $6.00K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 38 | $4.00K | 0.00% | 00.0% | Unchanged |
| Berman Capital Advisors, LLC | 48 | $4.00K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 33 | $3.20K | 0.00% | −206−86.2% | Reduced |
| Crewe Advisors LLC | 33 | $3.00K | 0.00% | −69−67.6% | Reduced |
| Howe & Rusling Inc | 28 | $3.00K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 34 | $3.00K | 0.00% | +13+61.9% | Added |
| Glen Eagle Advisors, LLC | 25 | $2.42K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 20 | $2.00K | 0.00% | +1+5.3% | Added |
| Rockefeller Capital Management L.P. | 28 | $2.00K | 0.00% | +8+40.0% | Added |
| Advisory Services Network, LLC | 18 | $2.00K | 0.00% | +18 | New |
| First Horizon Corp | 18 | $1.00K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 13 | $1.00K | 0.00% | +1+8.3% | Added |
| PNC Managed Account Solutions, Inc. | 13 | $1.00K | 0.00% | +13 | New |
| TD Private Client Wealth LLC | 10 | $969 | 0.00% | 00.0% | Unchanged |
| Verdad Advisers, LP | 0 | $0 | 0.00% | −115,000−100.0% | Sold out |
| Driehaus Capital Management LLC | 0 | $0 | 0.00% | −102,879−100.0% | Sold out |
| Congress Asset Management Co | 0 | $0 | 0.00% | −77,814−100.0% | Sold out |
| AXA S.A. | 0 | $0 | 0.00% | −54,800−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −46,342−100.0% | Sold out |
| Martingale Asset Management L P | 0 | $0 | 0.00% | −22,136−100.0% | Sold out |
| Jackson Creek Investment Advisors LLC | 0 | $0 | 0.00% | −15,939−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −7,028−100.0% | Sold out |
| CIBC World Markets Corp | 0 | $0 | 0.00% | −5,691−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −4,699−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −4,044−100.0% | Sold out |
| LS Investment Advisors, LLC | 0 | $0 | 0.00% | −3,357−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −3,117−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −3,092−100.0% | Sold out |
| MML Investors Services, LLC | 0 | $0 | 0.00% | −3,018−100.0% | Sold out |
| Bailard, Inc. | 0 | $0 | 0.00% | −2,600−100.0% | Sold out |
| Voya Financial Advisors, Inc. | 0 | $0 | 0.00% | −2,516−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −2,358−100.0% | Sold out |
| Oberweis Asset Management Inc | 0 | $0 | 0.00% | −2,100−100.0% | Sold out |
| World Asset Management Inc | 0 | $0 | 0.00% | −1,905−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −1,209−100.0% | Sold out |
| Bartlett & Co. Wealth Management LLC | 0 | $0 | 0.00% | −725−100.0% | Sold out |
| Bartlett & Co. LLC | 0 | $0 | 0.00% | −725−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −369−100.0% | Sold out |
| Plante Moran Financial Advisors, LLC | 0 | $0 | 0.00% | −70−100.0% | Sold out |
| Wealthcare Capital Management LLC | 0 | $0 | 0.00% | −61−100.0% | Sold out |
| Sowell Financial Services LLC | 0 | $0 | 0.00% | −62−100.0% | Sold out |
| Assetmark, Inc | 0 | $0 | 0.00% | −35−100.0% | Sold out |
| Spire Wealth Management | 0 | $0 | 0.00% | −25−100.0% | Sold out |
| Wealthcare Advisory Partners LLC | 0 | $0 | 0.00% | −13−100.0% | Sold out |
| First Horizon Advisors, Inc. | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Valeo Financial Advisors, LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −4−100.0% | Sold out |