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 2022
Institutional positions in Everforth Inc as of Jun 30, 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
- 290
- +19 vs. Q1 2022
- Shares held
- 48.6M
- +221.3K (+0.5%) vs. Q1 2022
- Total value
- $4.39B
- −$1.25B (−22.2%) vs. Q1 2022
- New holders
- 43
- 101 more added
- Sold out
- 24
- 107 more reduced
7 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: 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 2022
Shares, value and share of portfolio for each institution holding Everforth Inc; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| JFS Wealth Advisors, LLC | 2 | $0 | 0.00% | −28−93.3% | Reduced |
| Disciplined Investments, LLC | 5 | $0 | 0.00% | −4−44.4% | Reduced |
| Allworth Financial LP | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 2 | $0 | 0.00% | +2 | New |
| First Horizon Advisors, Inc. | 14 | $1.00K | 0.00% | −4−22.2% | Reduced |
| Blue Bell Private Wealth Management, LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 11 | $1.00K | 0.00% | +5+83.3% | Added |
| Bell Investment Advisors, Inc | 6 | $1.00K | 0.00% | +6 | New |
| TCI Wealth Advisors, Inc. | 22 | $2.00K | 0.00% | −166−88.3% | Reduced |
| Fieldpoint Private Securities, LLC | 25 | $2.00K | 0.00% | −35−58.3% | Reduced |
| Howe & Rusling Inc | 19 | $2.00K | 0.00% | −8−29.6% | Reduced |
| TSFG, LLC | 24 | $2.00K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 25 | $2.00K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 22 | $2.00K | 0.00% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 19 | $2.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 19 | $2.00K | 0.00% | +8+72.7% | Added |
| Ronald Blue Trust, Inc. | 13 | $2.00K | 0.00% | +13 | New |
| Massmutual Trust Co FSB | 33 | $3.00K | 0.00% | +27+450.0% | Added |
| Heritage Financial Services, LLC | 38 | $3.00K | 0.00% | +38 | New |
| Whittier Trust Co | 44 | $4.00K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 45 | $4.00K | 0.00% | +20+80.0% | Added |
| Steward Partners Investment Advisory, LLC | 68 | $6.00K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 64 | $6.00K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 71 | $6.00K | 0.00% | +43+153.6% | Added |
| Key Financial Inc | 96 | $9.00K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 116 | $10.0K | 0.00% | +8+7.4% | Added |
| Huntington National Bank | 123 | $11.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 125 | $11.0K | 0.00% | 00.0% | Unchanged |
| Better Money Decisions, LLC | 121 | $11.0K | 0.01% | +121 | New |
| Retirement Group, LLC | 138 | $12.0K | 0.00% | +69+100.0% | Added |
| AdvisorNet Financial, Inc | 159 | $14.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 159 | $14.0K | 0.00% | +121+318.4% | Added |
| Fifth Third Bancorp | 164 | $15.0K | 0.00% | +43+35.5% | Added |
| Meeder Asset Management Inc | 175 | $15.0K | 0.00% | +99+130.3% | Added |
| Riverview Trust Co | 175 | $16.0K | 0.01% | +175 | New |
| Smithfield Trust Co | 185 | $17.0K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 186 | $17.0K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 200 | $18.0K | 0.00% | −852−81.0% | Reduced |
| Quadrant Capital Group LLC | 196 | $18.0K | 0.00% | +13+7.1% | Added |
| Prospera Financial Services Inc | 225 | $20.0K | 0.00% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 226 | $20.0K | 0.00% | +226 | New |
| Covestor Ltd | 236 | $21.0K | 0.02% | −10−4.1% | Reduced |
| Northwestern Mutual Wealth Management Co | 229 | $21.0K | 0.00% | +114+99.1% | Added |
| Simplex Trading, LLC | 277 | $24.0K | 0.00% | −843−75.3% | Reduced |
| Parallel Advisors, LLC | 282 | $25.0K | 0.00% | +44+18.5% | Added |
| Nomura Asset Management Co Ltd | 320 | $28.9K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 350 | $32.0K | 0.00% | −635−64.5% | Reduced |
| FourThought Financial, LLC | 360 | $32.0K | 0.00% | 00.0% | Unchanged |
| Robeco Institutional Asset Management B.V. | 490 | $44.0K | 0.00% | +490 | New |
| Parkside Financial Bank & Trust | 638 | $57.0K | 0.02% | +55+9.4% | Added |
| EverSource Wealth Advisors, LLC | 654 | $59.0K | 0.02% | +654 | New |
| State of Wyoming | 697 | $63.0K | 0.04% | +106+17.9% | Added |
| Eagle Bay Advisors LLC | 922 | $83.2K | 0.05% | +327+55.0% | Added |
| HM Payson & Co | 935 | $84.0K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 926 | $84.0K | 0.01% | +110+13.5% | Added |
| Okabena Investment Services Inc | 1,163 | $105.0K | 0.05% | +99+9.3% | Added |
| Glassman Wealth Services | 1,215 | $110.0K | 0.02% | +1,215 | New |
| GPS Wealth Strategies Group, LLC | 1,352 | $122.0K | 0.03% | −532−28.2% | Reduced |
| Advisor Group Holdings, Inc. | 1,672 | $151.0K | 0.00% | −37−2.2% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,822 | $164.0K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 1,833 | $165.0K | 0.00% | +132+7.8% | Added |
| Contravisory Investment Management, Inc. | 1,875 | $169.0K | 0.05% | 00.0% | Unchanged |
| Quantbot Technologies LP | 2,144 | $193.0K | 0.02% | +2,144 | New |
| AlphaCrest Capital Management LLC | 2,364 | $213.0K | 0.01% | +2,364 | New |
| Point72 Hong Kong Ltd | 2,404 | $217.0K | 0.01% | +2,404 | New |
| Verdence Capital Advisors LLC | 2,421 | $218.0K | 0.03% | +2,421 | New |
| Lazard Asset Management LLC | 2,536 | $228.0K | 0.00% | +2,536 | New |
| Fort, L.P. | 2,562 | $231.0K | 0.16% | −2,407−48.4% | Reduced |
| First Hawaiian Bank | 2,621 | $237.0K | 0.01% | +63+2.5% | Added |
| Raymond James Financial Services Advisors, Inc. | 2,748 | $248.0K | 0.00% | −22−0.8% | Reduced |
| Shelton Capital Management | 2,803 | $253.0K | 0.01% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 2,817 | $254.0K | 0.01% | −79−2.7% | Reduced |
| Zacks Investment Management | 2,861 | $258.0K | 0.00% | −10.0% | Reduced |
| Profund Advisors LLC | 2,932 | $265.0K | 0.02% | −851−22.5% | Reduced |
| Tower Research Capital LLC (TRC) | 2,965 | $267.0K | 0.01% | +1,649+125.3% | Added |
| Metropolitan Life Insurance Co | 3,025 | $273.0K | 0.01% | −152−4.8% | Reduced |
| O'Shaughnessy Asset Management, LLC | 3,103 | $280.0K | 0.01% | +328+11.8% | Added |
| Aquatic Capital Management LLC | 3,100 | $280.0K | 0.09% | +3,000+3,000.0% | Added |
| Summit Global Investments | 3,100 | $280.0K | 0.02% | +3,100 | New |
| Quantinno Capital Management LP | 3,140 | $283.0K | 0.04% | 00.0% | Unchanged |
| Aigen Investment Management, LP | 3,238 | $292.0K | 0.05% | +3,238 | New |
| CAPROCK Group, Inc. | 3,281 | $296.0K | 0.03% | +400+13.9% | Added |
| Mount Yale Investment Advisors, LLC | 3,335 | $301.0K | 0.04% | +302+10.0% | Added |
| Mackenzie Financial Corp | 3,429 | $309.0K | 0.00% | +760+28.5% | Added |
| Duality Advisers, LP | 3,438 | $310.0K | 0.03% | −1,583−31.5% | Reduced |
| Cantor Fitzgerald, L. P. | 3,604 | $325.0K | 0.01% | +3,604 | New |
| Versor Investments LP | 3,619 | $327.0K | 0.01% | +3,619 | New |
| Cornerstone Investment Partners, LLC | 3,705 | $334.0K | 0.02% | −10.0% | Reduced |
| Resurgent Financial Advisors LLC | 3,739 | $337.0K | 0.23% | +48+1.3% | Added |
| Public Employees Retirement System of Ohio | 3,784 | $342.0K | 0.00% | +122+3.3% | Added |
| Algert Global LLC | 4,049 | $365.0K | 0.03% | −480−10.6% | Reduced |
| Crossmark Global Holdings, Inc. | 4,390 | $396.0K | 0.01% | −200−4.4% | Reduced |
| FDx Advisors, Inc. | 4,447 | $401.0K | 0.02% | −12−0.3% | Reduced |
| Centiva Capital, LP | 4,496 | $406.0K | 0.02% | +1,659+58.5% | Added |
| Keybank National Association | 4,540 | $410.0K | 0.00% | +4,540 | New |
| Securian Asset Management, Inc | 4,644 | $419.0K | 0.01% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 4,770 | $431.0K | 0.00% | −469−9.0% | Reduced |
| Henshaw Capital LLC | 4,781 | $431.5K | 0.03% | +633+15.3% | Added |
| Shell Asset Management Co | 4,798 | $433.0K | 0.01% | +286+6.3% | Added |
| Hirtle Callaghan & Co LLC | 4,891 | $441.0K | 0.03% | −1,420−22.5% | Reduced |