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, Q3 2021
Institutional positions in Everforth Inc as of Sep 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
- 249
- −12 vs. Q2 2021
- Shares held
- 49.8M
- +369.6K (+0.7%) vs. Q2 2021
- Total value
- $5.65B
- +$839.9M (+17.5%) vs. Q2 2021
- New holders
- 19
- 87 more added
- Sold out
- 31
- 103 more reduced
6 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2021
Shares, value and share of portfolio for each institution holding Everforth Inc; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Retirement Group, LLC | 4 | $0 | 0.00% | +4 | New |
| Meeder Asset Management Inc | 13 | $1.00K | 0.00% | −3,336−99.6% | Reduced |
| Financial Management Professionals, Inc. | 6 | $1.00K | 0.00% | +6 | New |
| TD Private Client Wealth LLC | 10 | $1.13K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 18 | $2.00K | 0.00% | +18 | New |
| American Portfolios Advisors | 33 | $3.73K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 38 | $4.00K | 0.00% | 00.0% | Unchanged |
| Howe & Rusling Inc | 31 | $4.00K | 0.00% | +3+10.7% | Added |
| Signaturefd, LLC | 31 | $4.00K | 0.00% | −3−8.8% | Reduced |
| Harbour Investments, Inc. | 33 | $4.00K | 0.00% | +13+65.0% | Added |
| Fieldpoint Private Securities, LLC | 60 | $7.00K | 0.00% | 00.0% | Unchanged |
| Berman Capital Advisors, LLC | 63 | $7.00K | 0.00% | +15+31.3% | Added |
| Rockefeller Capital Management L.P. | 85 | $9.00K | 0.00% | +57+203.6% | Added |
| Guidance Point Advisors, LLC | 81 | $9.00K | 0.00% | +81 | New |
| Fifth Third Bancorp | 94 | $11.0K | 0.00% | +33+54.1% | Added |
| Better Money Decisions, LLC | 121 | $14.0K | 0.01% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 122 | $14.0K | 0.00% | +29+31.2% | Added |
| AdvisorNet Financial, Inc | 159 | $18.0K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 168 | $19.0K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 185 | $20.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 180 | $20.0K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 186 | $21.0K | 0.00% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 209 | $23.0K | 0.00% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 223 | $25.0K | 0.01% | −133−37.4% | Reduced |
| Quadrant Capital Group LLC | 227 | $26.0K | 0.00% | +11+5.1% | Added |
| Huntington National Bank | 349 | $39.0K | 0.00% | +239+217.3% | Added |
| FourThought Financial, LLC | 360 | $40.0K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 368 | $42.0K | 0.00% | +120+48.4% | Added |
| Markston International LLC | 600 | $68.0K | 0.06% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 816 | $92.0K | 0.01% | 00.0% | Unchanged |
| Captrust Financial Advisors | 821 | $93.0K | 0.00% | −229−21.8% | Reduced |
| Eagle Bay Advisors LLC | 824 | $93.0K | 0.05% | +15+1.9% | Added |
| Parkside Financial Bank & Trust | 826 | $93.0K | 0.03% | +14+1.7% | Added |
| HM Payson & Co | 935 | $106.0K | 0.00% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 1,206 | $136.0K | 0.00% | −276−18.6% | Reduced |
| Advisor Group Holdings, Inc. | 1,411 | $160.0K | 0.00% | +277+24.4% | Added |
| GPS Wealth Strategies Group, LLC | 1,593 | $180.0K | 0.04% | −4−0.3% | Reduced |
| Northwestern Mutual Wealth Management Co | 1,774 | $200.0K | 0.00% | +1,259+244.5% | Added |
| AlphaCrest Capital Management LLC | 1,785 | $202.0K | 0.01% | −9,419−84.1% | Reduced |
| Contravisory Investment Management, Inc. | 1,785 | $202.0K | 0.06% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,907 | $216.0K | 0.00% | 00.0% | Unchanged |
| Peapack Gladstone Financial Corp | 1,938 | $219.0K | 0.00% | +1,938 | New |
| Choate Investment Advisors | 2,007 | $227.0K | 0.01% | +2,007 | New |
| Cornerstone Investment Partners, LLC | 2,116 | $239.0K | 0.01% | +2,116 | New |
| First Mercantile Trust Co | 2,117 | $240.0K | 0.03% | +87+4.3% | Added |
| CIBC Asset Management Inc | 2,211 | $250.0K | 0.00% | +2,211 | New |
| Loews Corp | 2,261 | $256.0K | 0.00% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 2,326 | $264.0K | 0.01% | +450+24.0% | Added |
| CIBC Private Wealth Group, LLC | 2,374 | $269.0K | 0.00% | −635−21.1% | Reduced |
| Prudent Man Advisors, LLC | 2,439 | $276.0K | 0.10% | −5−0.2% | Reduced |
| Rice Hall James & Associates, LLC | 2,607 | $295.0K | 0.01% | −577−18.1% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 2,690 | $304.0K | 0.00% | +14+0.5% | Added |
| Cim Investment Mangement Inc | 2,874 | $325.0K | 0.10% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 2,908 | $329.0K | 0.02% | +9+0.3% | Added |
| Premier Asset Management LLC | 2,926 | $331.0K | 0.05% | −9,279−76.0% | Reduced |
| Shelton Capital Management | 2,965 | $335.0K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 3,013 | $341.0K | 0.01% | −5,997−66.6% | Reduced |
| Pendal Group Limited | 3,320 | $376.0K | 0.00% | 00.0% | Unchanged |
| Hayden Royal, LLC | 3,574 | $404.0K | 0.66% | +87+2.5% | Added |
| Zions Bancorporation, N.A. | 3,600 | $407.0K | 0.04% | +3,600 | New |
| Public Employees Retirement System of Ohio | 3,699 | $419.0K | 0.00% | +150+4.2% | Added |
| Quantinno Capital Management LP | 4,088 | $463.0K | 0.52% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 4,110 | $465.0K | 0.00% | 00.0% | Unchanged |
| Henshaw Capital LLC | 4,148 | $469.3K | 0.03% | 00.0% | Unchanged |
| Quantitative Investment Management, LLC | 4,259 | $481.0K | 0.04% | +4,259 | New |
| FDx Advisors, Inc. | 4,314 | $488.0K | 0.02% | +143+3.4% | Added |
| Blueshift Asset Management, LLC | 4,416 | $500.0K | 0.03% | +4,416 | New |
| Profund Advisors LLC | 4,430 | $501.0K | 0.02% | −275−5.8% | Reduced |
| IndexIQ Advisors LLC | 4,711 | $533.0K | 0.02% | +472+11.1% | Added |
| Securian Asset Management, Inc | 4,744 | $537.0K | 0.01% | −145−3.0% | Reduced |
| Meritage Portfolio Management | 4,901 | $554.0K | 0.03% | +405+9.0% | Added |
| Shell Asset Management Co | 5,155 | $583.0K | 0.01% | −220−4.1% | Reduced |
| Bessemer Group Inc | 5,192 | $587.0K | 0.00% | +127+2.5% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 5,374 | $608.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 5,518 | $625.0K | 0.00% | −632−10.3% | Reduced |
| Susquehanna Fundamental Investments, LLC | 5,651 | $639.0K | 0.01% | −7,702−57.7% | Reduced |
| Ontario Teachers Pension Plan Board | 5,677 | $642.0K | 0.00% | −3,111−35.4% | Reduced |
| LPL Financial LLC | 5,732 | $662.0K | 0.00% | +5,732 | New |
| Old National Bancorp | 5,864 | $664.0K | 0.03% | +284+5.1% | Added |
| STRS Ohio | 5,900 | $667.0K | 0.00% | −5,500−48.2% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 5,900 | $668.0K | 0.00% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 5,921 | $670.0K | 0.01% | +22+0.4% | Added |
| Jane Street Group, LLC | 5,995 | $678.0K | 0.00% | −1,678−21.9% | Reduced |
| First Hawaiian Bank | 6,311 | $714.0K | 0.03% | −358−5.4% | Reduced |
| Smith Group Asset Management, LLC | 6,445 | $729.0K | 0.04% | +6,445 | New |
| HSBC Holdings PLC | 6,426 | $734.0K | 0.00% | −1,776−21.7% | Reduced |
| Virginia Retirement Systems Et Al | 6,600 | $747.0K | 0.01% | −13,200−66.7% | Reduced |
| APG Asset Management N.V. | 7,849 | $766.0K | 0.00% | −18,400−70.1% | Reduced |
| Crossmark Global Holdings, Inc. | 7,130 | $807.0K | 0.02% | −20−0.3% | Reduced |
| Argent Capital Management LLC | 7,376 | $835.0K | 0.03% | −40−0.5% | Reduced |
| HGK Asset Management Inc | 7,429 | $841.0K | 0.28% | −2,886−28.0% | Reduced |
| Public Employees Retirement Association of Colorado | 7,502 | $849.0K | 0.00% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 7,708 | $872.0K | 0.00% | −5−0.1% | Reduced |
| Ergoteles LLC | 8,000 | $905.0K | 0.03% | +3,000+60.0% | Added |
| State of Alaska, Department of Revenue | 8,119 | $918.0K | 0.01% | −143−1.7% | Reduced |
| Blair William & Co | 8,249 | $933.0K | 0.00% | 00.0% | Unchanged |
| BBVA USA | 8,409 | $952.0K | 0.06% | −690−7.6% | Reduced |
| Xponance, Inc. | 8,445 | $955.0K | 0.02% | −461−5.2% | Reduced |
| Teacher Retirement System of Texas | 8,521 | $964.0K | 0.01% | +1,611+23.3% | Added |
| First Midwest Bank Trust Division | 8,734 | $988.0K | 0.14% | −1,993−18.6% | Reduced |