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 |
|---|---|---|---|---|---|
| Public Employees Retirement System of Ohio | 3,784 | $342.0K | 0.00% | +122+3.3% | Added |
| Resurgent Financial Advisors LLC | 3,739 | $337.0K | 0.23% | +48+1.3% | Added |
| Cornerstone Investment Partners, LLC | 3,705 | $334.0K | 0.02% | −10.0% | Reduced |
| Versor Investments LP | 3,619 | $327.0K | 0.01% | +3,619 | New |
| Cantor Fitzgerald, L. P. | 3,604 | $325.0K | 0.01% | +3,604 | New |
| Duality Advisers, LP | 3,438 | $310.0K | 0.03% | −1,583−31.5% | Reduced |
| Mackenzie Financial Corp | 3,429 | $309.0K | 0.00% | +760+28.5% | Added |
| Mount Yale Investment Advisors, LLC | 3,335 | $301.0K | 0.04% | +302+10.0% | Added |
| CAPROCK Group, Inc. | 3,281 | $296.0K | 0.03% | +400+13.9% | Added |
| Aigen Investment Management, LP | 3,238 | $292.0K | 0.05% | +3,238 | New |
| Quantinno Capital Management LP | 3,140 | $283.0K | 0.04% | 00.0% | Unchanged |
| 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 |
| Metropolitan Life Insurance Co | 3,025 | $273.0K | 0.01% | −152−4.8% | Reduced |
| Tower Research Capital LLC (TRC) | 2,965 | $267.0K | 0.01% | +1,649+125.3% | Added |
| Profund Advisors LLC | 2,932 | $265.0K | 0.02% | −851−22.5% | Reduced |
| Zacks Investment Management | 2,861 | $258.0K | 0.00% | −10.0% | Reduced |
| Coldstream Capital Management Inc | 2,817 | $254.0K | 0.01% | −79−2.7% | Reduced |
| Shelton Capital Management | 2,803 | $253.0K | 0.01% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 2,748 | $248.0K | 0.00% | −22−0.8% | Reduced |
| First Hawaiian Bank | 2,621 | $237.0K | 0.01% | +63+2.5% | Added |
| Fort, L.P. | 2,562 | $231.0K | 0.16% | −2,407−48.4% | Reduced |
| Lazard Asset Management LLC | 2,536 | $228.0K | 0.00% | +2,536 | New |
| Verdence Capital Advisors LLC | 2,421 | $218.0K | 0.03% | +2,421 | New |
| Point72 Hong Kong Ltd | 2,404 | $217.0K | 0.01% | +2,404 | New |
| AlphaCrest Capital Management LLC | 2,364 | $213.0K | 0.01% | +2,364 | New |
| Quantbot Technologies LP | 2,144 | $193.0K | 0.02% | +2,144 | New |
| Contravisory Investment Management, Inc. | 1,875 | $169.0K | 0.05% | 00.0% | Unchanged |
| Captrust Financial Advisors | 1,833 | $165.0K | 0.00% | +132+7.8% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,822 | $164.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 1,672 | $151.0K | 0.00% | −37−2.2% | Reduced |
| GPS Wealth Strategies Group, LLC | 1,352 | $122.0K | 0.03% | −532−28.2% | Reduced |
| Glassman Wealth Services | 1,215 | $110.0K | 0.02% | +1,215 | New |
| Okabena Investment Services Inc | 1,163 | $105.0K | 0.05% | +99+9.3% | 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 |
| Eagle Bay Advisors LLC | 922 | $83.2K | 0.05% | +327+55.0% | Added |
| State of Wyoming | 697 | $63.0K | 0.04% | +106+17.9% | Added |
| EverSource Wealth Advisors, LLC | 654 | $59.0K | 0.02% | +654 | New |
| Parkside Financial Bank & Trust | 638 | $57.0K | 0.02% | +55+9.4% | Added |
| Robeco Institutional Asset Management B.V. | 490 | $44.0K | 0.00% | +490 | New |
| Clearstead Advisors, LLC | 350 | $32.0K | 0.00% | −635−64.5% | Reduced |
| FourThought Financial, LLC | 360 | $32.0K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 320 | $28.9K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 282 | $25.0K | 0.00% | +44+18.5% | Added |
| Simplex Trading, LLC | 277 | $24.0K | 0.00% | −843−75.3% | Reduced |
| 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 |
| Prospera Financial Services Inc | 225 | $20.0K | 0.00% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 226 | $20.0K | 0.00% | +226 | New |
| CWM, LLC | 200 | $18.0K | 0.00% | −852−81.0% | Reduced |
| Quadrant Capital Group LLC | 196 | $18.0K | 0.00% | +13+7.1% | Added |
| Smithfield Trust Co | 185 | $17.0K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 186 | $17.0K | 0.01% | 00.0% | Unchanged |
| Riverview Trust Co | 175 | $16.0K | 0.01% | +175 | New |
| 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 |
| AdvisorNet Financial, Inc | 159 | $14.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 159 | $14.0K | 0.00% | +121+318.4% | Added |
| Retirement Group, LLC | 138 | $12.0K | 0.00% | +69+100.0% | 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 |
| Rockefeller Capital Management L.P. | 116 | $10.0K | 0.00% | +8+7.4% | Added |
| Key Financial Inc | 96 | $9.00K | 0.00% | 00.0% | Unchanged |
| 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 |
| Whittier Trust Co | 44 | $4.00K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 45 | $4.00K | 0.00% | +20+80.0% | Added |
| Massmutual Trust Co FSB | 33 | $3.00K | 0.00% | +27+450.0% | Added |
| Heritage Financial Services, LLC | 38 | $3.00K | 0.00% | +38 | 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 |
| 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 |
| 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 |
| Standard Life Aberdeen plc | 0 | $0 | 0.00% | −265,846−100.0% | Sold out |
| American Century Companies Inc | 0 | $0 | 0.00% | −107,409−100.0% | Sold out |
| Lisanti Capital Growth, LLC | 0 | $0 | 0.00% | −55,880−100.0% | Sold out |
| Seizert Capital Partners, LLC | 0 | $0 | 0.00% | −23,870−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −13,451−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −2,949−100.0% | Sold out |
| Rice Hall James & Associates, LLC | 0 | $0 | 0.00% | −2,574−100.0% | Sold out |
| Loews Corp | 0 | $0 | 0.00% | −2,261−100.0% | Sold out |
| CIBC Asset Management Inc | 0 | $0 | 0.00% | −2,190−100.0% | Sold out |
| Peapack Gladstone Financial Corp | 0 | $0 | 0.00% | −2,133−100.0% | Sold out |