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, Q1 2022
Institutional positions in Everforth Inc as of Mar 31, 2022. 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
- 278
- −15 vs. Q4 2021
- Shares held
- 48.6M
- +99.6K (+0.2%) vs. Q4 2021
- Total value
- $5.67B
- −$318.7M (−5.3%) vs. Q4 2021
- New holders
- 29
- 97 more added
- Sold out
- 44
- 106 more reduced
4 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding Everforth Inc; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Allworth Financial LP | 2 | $0 | 0.00% | +2 | New |
| SJS Investment Consulting Inc. | 2 | $0 | 0.00% | +2 | New |
| Cullen/Frost Bankers, Inc. | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 6 | $1.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 11 | $1.00K | 0.00% | +1+10.0% | Added |
| Massmutual Trust Co FSB | 6 | $1.00K | 0.00% | +6 | New |
| Lindbrook Capital, LLC | 6 | $1.00K | 0.00% | +6 | New |
| Disciplined Investments, LLC | 9 | $1.00K | 0.00% | +9 | New |
| First Horizon Advisors, Inc. | 18 | $2.00K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 22 | $2.00K | 0.00% | +22 | New |
| Charter Oak Capital Management, LLC | 19 | $2.00K | 0.00% | +19 | New |
| Cordant, Inc. | 17 | $2.00K | 0.00% | +17 | New |
| Manchester Capital Management LLC | 25 | $3.00K | 0.00% | −9−26.5% | Reduced |
| Howe & Rusling Inc | 27 | $3.00K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 25 | $3.00K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 25 | $3.00K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 28 | $3.00K | 0.00% | +15+115.4% | Added |
| TSFG, LLC | 24 | $3.00K | 0.00% | +24 | New |
| Signaturefd, LLC | 38 | $4.00K | 0.00% | −100−72.5% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 38 | $4.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 30 | $4.00K | 0.00% | +17+130.8% | Added |
| Providence Capital Advisors, LLC | 34 | $4.00K | 0.00% | +34 | New |
| Whittier Trust Co | 44 | $5.00K | 0.00% | +44 | New |
| Jones Financial Companies LLLP | 64 | $7.00K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 60 | $7.00K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 68 | $8.00K | 0.00% | −112−62.2% | Reduced |
| Retirement Group, LLC | 69 | $8.00K | 0.00% | +54+360.0% | Added |
| Brown Brothers Harriman & Co | 70 | $8.00K | 0.00% | +70 | New |
| Meeder Asset Management Inc | 76 | $9.00K | 0.00% | +76 | New |
| Key Financial Inc | 96 | $11.0K | 0.01% | +96 | New |
| Rockefeller Capital Management L.P. | 108 | $12.0K | 0.00% | −87−44.6% | Reduced |
| Aquatic Capital Management LLC | 100 | $12.0K | 0.02% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 115 | $13.0K | 0.00% | +58+101.8% | Added |
| Global Retirement Partners, LLC | 125 | $13.0K | 0.00% | +125 | New |
| Fifth Third Bancorp | 121 | $14.0K | 0.00% | −28−18.8% | Reduced |
| Huntington National Bank | 123 | $14.0K | 0.00% | −23−15.8% | Reduced |
| AdvisorNet Financial, Inc | 159 | $19.0K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 168 | $19.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 183 | $21.0K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 185 | $22.0K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 186 | $22.0K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 188 | $22.0K | 0.00% | +56+42.4% | Added |
| Prospera Financial Services Inc | 225 | $26.0K | 0.00% | +225 | New |
| Parallel Advisors, LLC | 238 | $28.0K | 0.00% | −135−36.2% | Reduced |
| Covestor Ltd | 246 | $29.0K | 0.02% | +145+143.6% | Added |
| Nomura Asset Management Co Ltd | 320 | $37.3K | 0.00% | +320 | New |
| FourThought Financial, LLC | 360 | $42.0K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 583 | $68.0K | 0.02% | −9−1.5% | Reduced |
| State of Wyoming | 591 | $69.0K | 0.03% | −835−58.6% | Reduced |
| Eagle Bay Advisors LLC | 595 | $69.0K | 0.06% | −231−28.0% | Reduced |
| Harbor Investment Advisory, LLC | 816 | $95.0K | 0.01% | 00.0% | Unchanged |
| HM Payson & Co | 935 | $109.0K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 985 | $115.0K | 0.01% | −600−37.9% | Reduced |
| CWM, LLC | 1,052 | $123.0K | 0.00% | +52+5.2% | Added |
| Okabena Investment Services Inc | 1,064 | $124.0K | 0.05% | 00.0% | Unchanged |
| Simplex Trading, LLC | 1,120 | $130.0K | 0.00% | −310−21.7% | Reduced |
| Tower Research Capital LLC (TRC) | 1,316 | $154.0K | 0.00% | −2,340−64.0% | Reduced |
| Advisor Group Holdings, Inc. | 1,709 | $199.0K | 0.00% | +140+8.9% | Added |
| Captrust Financial Advisors | 1,701 | $199.0K | 0.00% | +890+109.7% | Added |
| Oppenheimer Asset Management Inc. | 1,737 | $203.0K | 0.00% | −677−28.0% | Reduced |
| C M Bidwell & Associates Ltd | 1,770 | $207.0K | 0.14% | +1,740+5,800.0% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,822 | $213.0K | 0.00% | −85−4.5% | Reduced |
| Franklin Resources Inc | 1,847 | $216.0K | 0.00% | +1,847 | New |
| Contravisory Investment Management, Inc. | 1,875 | $219.0K | 0.06% | −104−5.3% | Reduced |
| GPS Wealth Strategies Group, LLC | 1,884 | $220.0K | 0.05% | +139+8.0% | Added |
| Prudent Man Advisors, LLC | 1,932 | $225.0K | 0.09% | −120−5.8% | Reduced |
| Choate Investment Advisors | 2,007 | $234.0K | 0.01% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 2,104 | $246.0K | 0.00% | −125−5.6% | Reduced |
| Peapack Gladstone Financial Corp | 2,133 | $249.0K | 0.00% | +60+2.9% | Added |
| CIBC Asset Management Inc | 2,190 | $256.0K | 0.00% | 00.0% | Unchanged |
| Loews Corp | 2,261 | $264.0K | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 2,359 | $275.0K | 0.00% | −10,454−81.6% | Reduced |
| First Hawaiian Bank | 2,558 | $299.0K | 0.01% | −4,839−65.4% | Reduced |
| Rice Hall James & Associates, LLC | 2,574 | $300.0K | 0.01% | −33−1.3% | Reduced |
| Mackenzie Financial Corp | 2,669 | $311.0K | 0.00% | +60+2.3% | Added |
| Engineers Gate Manager LP | 2,680 | $313.0K | 0.01% | −1,030−27.8% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 2,770 | $323.0K | 0.00% | +59+2.2% | Added |
| O'Shaughnessy Asset Management, LLC | 2,775 | $324.0K | 0.01% | +120+4.5% | Added |
| Shelton Capital Management | 2,803 | $327.0K | 0.01% | 00.0% | Unchanged |
| Centiva Capital, LP | 2,837 | $331.0K | 0.02% | +2,837 | New |
| Zacks Investment Management | 2,862 | $334.0K | 0.00% | +2,862 | New |
| CAPROCK Group, Inc. | 2,881 | $336.0K | 0.03% | +2,881 | New |
| Coldstream Capital Management Inc | 2,896 | $338.0K | 0.01% | +42+1.5% | Added |
| Quadrature Capital Ltd | 2,949 | $344.0K | 0.01% | +2,949 | New |
| Mount Yale Investment Advisors, LLC | 3,033 | $354.0K | 0.04% | +392+14.8% | Added |
| Quantinno Capital Management LP | 3,140 | $366.0K | 0.06% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 3,177 | $370.8K | 0.01% | −17,895−84.9% | Reduced |
| Smith Group Asset Management, LLC | 3,604 | $421.0K | 0.02% | −2,684−42.7% | Reduced |
| Public Employees Retirement System of Ohio | 3,662 | $427.0K | 0.00% | +197+5.7% | Added |
| Resurgent Financial Advisors LLC | 3,691 | $431.0K | 0.27% | +3,691 | New |
| Cornerstone Investment Partners, LLC | 3,706 | $433.0K | 0.02% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 3,771 | $440.0K | 0.00% | −3,342−47.0% | Reduced |
| Profund Advisors LLC | 3,783 | $442.0K | 0.02% | −567−13.0% | Reduced |
| Nisa Investment Advisors, LLC | 3,889 | $454.0K | 0.00% | −171−4.2% | Reduced |
| Henshaw Capital LLC | 4,148 | $484.1K | 0.03% | 00.0% | Unchanged |
| FDx Advisors, Inc. | 4,459 | $520.0K | 0.02% | +217+5.1% | Added |
| Shell Asset Management Co | 4,512 | $527.0K | 0.01% | −670−12.9% | Reduced |
| Algert Global LLC | 4,529 | $529.0K | 0.03% | −10,970−70.8% | Reduced |
| Crossmark Global Holdings, Inc. | 4,590 | $536.0K | 0.01% | +100+2.2% | Added |