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 2022
Institutional positions in Everforth Inc as of Sep 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
- 276
- −11 vs. Q2 2022
- Shares held
- 47.9M
- −692.7K (−1.4%) vs. Q2 2022
- Total value
- $4.34B
- −$57.4M (−1.3%) vs. Q2 2022
- New holders
- 21
- 89 more added
- Sold out
- 32
- 120 more reduced
3 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2022
Shares, value and share of portfolio for each institution holding Everforth Inc; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Private Trust Co NA | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 3 | $0 | 0.00% | +1+50.0% | Added |
| Capital Advisors, Ltd. LLC | 5 | $0 | 0.00% | +5 | New |
| Sutton Wealth Advisors Inc. | 8 | $723 | 0.00% | +8 | New |
| Absolute Capital Management, LLC | 8 | $724 | 0.00% | +8 | New |
| Blue Bell Private Wealth Management, LLC | 10 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 11 | $1.00K | 0.00% | +5+83.3% | Added |
| Disciplined Investments, LLC | 7 | $1.00K | 0.00% | +2+40.0% | Added |
| SJS Investment Consulting Inc. | 12 | $1.00K | 0.00% | +12 | New |
| Umb Bank N A | 23 | $2.00K | 0.00% | −22−48.9% | Reduced |
| Howe & Rusling Inc | 19 | $2.00K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 25 | $2.00K | 0.00% | +3+13.6% | Added |
| TSFG, LLC | 24 | $2.00K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 22 | $2.00K | 0.00% | +9+69.2% | Added |
| Byrne Asset Management LLC | 25 | $2.00K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 24 | $2.00K | 0.00% | +10+71.4% | Added |
| Farmers & Merchants Investments Inc | 24 | $2.00K | 0.00% | +24 | New |
| HWG Holdings LP | 17 | $2.00K | 0.00% | +17 | New |
| Schubert & Co | 30 | $3.00K | 0.00% | +11+57.9% | Added |
| JFS Wealth Advisors, LLC | 32 | $3.00K | 0.00% | +30+1,500.0% | Added |
| Whittier Trust Co | 44 | $4.00K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 64 | $5.00K | 0.00% | −52−44.8% | Reduced |
| Jones Financial Companies LLLP | 64 | $6.00K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 68 | $6.00K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 80 | $7.00K | 0.00% | +47+142.4% | Added |
| IFP Advisors, Inc | 85 | $7.00K | 0.00% | +63+286.4% | Added |
| Key Financial Inc | 96 | $9.00K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 114 | $10.0K | 0.00% | −9−7.3% | Reduced |
| Global Retirement Partners, LLC | 125 | $11.0K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 126 | $11.0K | 0.00% | +126 | New |
| Signaturefd, LLC | 128 | $12.0K | 0.00% | −31−19.5% | Reduced |
| BDO Wealth Advisors, LLC | 130 | $12.0K | 0.00% | +130 | New |
| Meeder Asset Management Inc | 145 | $13.0K | 0.00% | −30−17.1% | Reduced |
| AdvisorNet Financial, Inc | 159 | $14.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 151 | $14.0K | 0.00% | +140+1,272.7% | Added |
| Smithfield Trust Co | 185 | $17.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 190 | $17.0K | 0.00% | +26+15.9% | Added |
| DuPont Capital Management Corp | 188 | $17.0K | 0.00% | +188 | New |
| PEAK6 Investments LLC | 194 | $18.0K | 0.00% | −8,078−97.7% | Reduced |
| FourThought Financial, LLC | 244 | $22.0K | 0.00% | −116−32.2% | Reduced |
| Parallel Advisors, LLC | 287 | $26.0K | 0.00% | +5+1.8% | Added |
| CWM, LLC | 293 | $26.0K | 0.00% | +93+46.5% | Added |
| Paragon Wealth Strategies, LLC | 301 | $27.0K | 0.03% | +301 | New |
| Nomura Asset Management Co Ltd | 320 | $28.9K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 350 | $32.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 461 | $42.0K | 0.01% | +265+135.2% | Added |
| Robeco Institutional Asset Management B.V. | 490 | $44.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 575 | $52.0K | 0.00% | +346+151.1% | Added |
| Parkside Financial Bank & Trust | 603 | $55.0K | 0.02% | −35−5.5% | Reduced |
| Covestor Ltd | 711 | $64.0K | 0.06% | +475+201.3% | Added |
| HM Payson & Co | 935 | $84.0K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 926 | $84.0K | 0.01% | 00.0% | Unchanged |
| Wipfli Financial Advisors LLC, | 1,104 | $100.0K | 0.01% | +1,104 | New |
| Okabena Investment Services Inc | 1,163 | $105.0K | 0.05% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 1,176 | $107.0K | 0.07% | +254+27.5% | Added |
| Glassman Wealth Services | 1,215 | $110.0K | 0.02% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 1,352 | $122.0K | 0.03% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 1,517 | $137.0K | 0.00% | +1,517 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,822 | $165.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 1,996 | $180.0K | 0.00% | +324+19.4% | Added |
| Hirtle Callaghan & Co LLC | 2,215 | $200.0K | 0.01% | −2,676−54.7% | Reduced |
| First Hawaiian Bank | 2,315 | $209.0K | 0.01% | −306−11.7% | Reduced |
| Dakota Wealth Management | 2,320 | $210.0K | 0.02% | +2,320 | New |
| American Century Companies Inc | 2,477 | $224.0K | 0.00% | +2,477 | New |
| Verdence Capital Advisors LLC | 2,508 | $227.0K | 0.03% | +87+3.6% | Added |
| Raymond James Financial Services Advisors, Inc. | 2,738 | $247.0K | 0.00% | −10−0.4% | Reduced |
| Shelton Capital Management | 2,803 | $253.0K | 0.01% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 2,861 | $258.0K | 0.00% | +325+12.8% | Added |
| Zacks Investment Management | 2,865 | $259.0K | 0.00% | +4+0.1% | Added |
| Metropolitan Life Insurance Co | 2,901 | $262.2K | 0.01% | −124−4.1% | Reduced |
| Point72 Hong Kong Ltd | 2,975 | $269.0K | 0.02% | +571+23.8% | Added |
| Profund Advisors LLC | 2,985 | $270.0K | 0.02% | +53+1.8% | Added |
| Qube Research & Technologies Ltd | 3,042 | $275.0K | 0.00% | +3,042 | New |
| Quantinno Capital Management LP | 3,140 | $284.0K | 0.04% | 00.0% | Unchanged |
| Mackenzie Financial Corp | 3,285 | $297.0K | 0.00% | −144−4.2% | Reduced |
| Mount Yale Investment Advisors, LLC | 3,314 | $299.0K | 0.04% | −21−0.6% | Reduced |
| O'Shaughnessy Asset Management, LLC | 3,560 | $322.0K | 0.01% | +457+14.7% | Added |
| Cantor Fitzgerald, L. P. | 3,578 | $323.0K | 0.01% | −26−0.7% | Reduced |
| Resurgent Financial Advisors LLC | 3,655 | $330.0K | 0.23% | −84−2.2% | Reduced |
| Cornerstone Investment Partners, LLC | 3,705 | $335.0K | 0.02% | 00.0% | Unchanged |
| Quantbot Technologies LP | 3,802 | $343.0K | 0.03% | +1,658+77.3% | Added |
| Shell Asset Management Co | 3,806 | $344.0K | 0.01% | −992−20.7% | Reduced |
| Public Employees Retirement System of Ohio | 3,893 | $352.0K | 0.00% | +109+2.9% | Added |
| FDx Advisors, Inc. | 3,905 | $353.0K | 0.02% | −542−12.2% | Reduced |
| Keybank National Association | 4,040 | $365.0K | 0.00% | −500−11.0% | Reduced |
| Tower Research Capital LLC (TRC) | 4,184 | $379.0K | 0.01% | +1,219+41.1% | Added |
| Stifel Financial Corp | 4,248 | $384.0K | 0.00% | −25,723−85.8% | Reduced |
| Crossmark Global Holdings, Inc. | 4,292 | $388.0K | 0.01% | −98−2.2% | Reduced |
| Guggenheim Capital LLC | 4,412 | $399.0K | 0.00% | −358−7.5% | Reduced |
| Assenagon Asset Management S.A. | 4,526 | $409.0K | 0.00% | −42,986−90.5% | Reduced |
| Securian Asset Management, Inc | 4,544 | $411.0K | 0.01% | −100−2.2% | Reduced |
| Gsa Capital Partners LLP | 4,738 | $428.0K | 0.06% | +4,738 | New |
| Henshaw Capital LLC | 4,781 | $432.1K | 0.03% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 5,170 | $467.0K | 0.03% | −11,790−69.5% | Reduced |
| Lindenwold Advisors | 5,338 | $482.0K | 0.36% | +85+1.6% | Added |
| Nisa Investment Advisors, LLC | 5,539 | $493.0K | 0.00% | +69+1.3% | Added |
| Trexquant Investment LP | 5,638 | $510.0K | 0.02% | −1,937−25.6% | Reduced |
| Summit Global Investments | 5,800 | $524.0K | 0.05% | +2,700+87.1% | Added |
| Meritage Portfolio Management | 5,926 | $536.0K | 0.04% | +341+6.1% | Added |
| Martingale Asset Management L P | 6,119 | $553.0K | 0.01% | −1,601−20.7% | Reduced |