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 |
|---|---|---|---|---|---|
| Mount Yale Investment Advisors, LLC | 3,314 | $299.0K | 0.04% | −21−0.6% | Reduced |
| Mackenzie Financial Corp | 3,285 | $297.0K | 0.00% | −144−4.2% | Reduced |
| Quantinno Capital Management LP | 3,140 | $284.0K | 0.04% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 3,042 | $275.0K | 0.00% | +3,042 | New |
| Profund Advisors LLC | 2,985 | $270.0K | 0.02% | +53+1.8% | Added |
| Point72 Hong Kong Ltd | 2,975 | $269.0K | 0.02% | +571+23.8% | Added |
| Metropolitan Life Insurance Co | 2,901 | $262.2K | 0.01% | −124−4.1% | Reduced |
| Zacks Investment Management | 2,865 | $259.0K | 0.00% | +4+0.1% | Added |
| Lazard Asset Management LLC | 2,861 | $258.0K | 0.00% | +325+12.8% | Added |
| Shelton Capital Management | 2,803 | $253.0K | 0.01% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 2,738 | $247.0K | 0.00% | −10−0.4% | Reduced |
| Verdence Capital Advisors LLC | 2,508 | $227.0K | 0.03% | +87+3.6% | Added |
| American Century Companies Inc | 2,477 | $224.0K | 0.00% | +2,477 | New |
| Dakota Wealth Management | 2,320 | $210.0K | 0.02% | +2,320 | New |
| First Hawaiian Bank | 2,315 | $209.0K | 0.01% | −306−11.7% | Reduced |
| Hirtle Callaghan & Co LLC | 2,215 | $200.0K | 0.01% | −2,676−54.7% | Reduced |
| Advisor Group Holdings, Inc. | 1,996 | $180.0K | 0.00% | +324+19.4% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,822 | $165.0K | 0.00% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 1,517 | $137.0K | 0.00% | +1,517 | New |
| GPS Wealth Strategies Group, LLC | 1,352 | $122.0K | 0.03% | 00.0% | Unchanged |
| Glassman Wealth Services | 1,215 | $110.0K | 0.02% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 1,176 | $107.0K | 0.07% | +254+27.5% | Added |
| Okabena Investment Services Inc | 1,163 | $105.0K | 0.05% | 00.0% | Unchanged |
| Wipfli Financial Advisors LLC, | 1,104 | $100.0K | 0.01% | +1,104 | New |
| HM Payson & Co | 935 | $84.0K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 926 | $84.0K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 711 | $64.0K | 0.06% | +475+201.3% | Added |
| Parkside Financial Bank & Trust | 603 | $55.0K | 0.02% | −35−5.5% | Reduced |
| Northwestern Mutual Wealth Management Co | 575 | $52.0K | 0.00% | +346+151.1% | Added |
| Robeco Institutional Asset Management B.V. | 490 | $44.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 461 | $42.0K | 0.01% | +265+135.2% | Added |
| Clearstead Advisors, LLC | 350 | $32.0K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 320 | $28.9K | 0.00% | 00.0% | Unchanged |
| Paragon Wealth Strategies, LLC | 301 | $27.0K | 0.03% | +301 | New |
| Parallel Advisors, LLC | 287 | $26.0K | 0.00% | +5+1.8% | Added |
| CWM, LLC | 293 | $26.0K | 0.00% | +93+46.5% | Added |
| FourThought Financial, LLC | 244 | $22.0K | 0.00% | −116−32.2% | Reduced |
| PEAK6 Investments LLC | 194 | $18.0K | 0.00% | −8,078−97.7% | Reduced |
| 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 |
| AdvisorNet Financial, Inc | 159 | $14.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 151 | $14.0K | 0.00% | +140+1,272.7% | Added |
| Meeder Asset Management Inc | 145 | $13.0K | 0.00% | −30−17.1% | Reduced |
| Signaturefd, LLC | 128 | $12.0K | 0.00% | −31−19.5% | Reduced |
| BDO Wealth Advisors, LLC | 130 | $12.0K | 0.00% | +130 | New |
| Global Retirement Partners, LLC | 125 | $11.0K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 126 | $11.0K | 0.00% | +126 | New |
| Huntington National Bank | 114 | $10.0K | 0.00% | −9−7.3% | Reduced |
| Key Financial Inc | 96 | $9.00K | 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 |
| 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 |
| Rockefeller Capital Management L.P. | 64 | $5.00K | 0.00% | −52−44.8% | Reduced |
| Whittier Trust Co | 44 | $4.00K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| 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 |
| Absolute Capital Management, LLC | 8 | $724 | 0.00% | +8 | New |
| Sutton Wealth Advisors Inc. | 8 | $723 | 0.00% | +8 | New |
| 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 |
| Beck Bode, LLC | 0 | $0 | 0.00% | −54,698−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −28,934−100.0% | Sold out |
| Employees Retirement System of Texas | 0 | $0 | 0.00% | −28,000−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −27,074−100.0% | Sold out |
| Allianz Asset Management GmbH | 0 | $0 | 0.00% | −24,130−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −15,193−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −12,811−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −12,703−100.0% | Sold out |
| Janus Henderson Group PLC | 0 | $0 | 0.00% | −10,033−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −8,968−100.0% | Sold out |
| Caxton Associates LP | 0 | $0 | 0.00% | −6,405−100.0% | Sold out |
| Hillsdale Investment Management Inc. | 0 | $0 | 0.00% | −6,300−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −5,945−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −4,496−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −3,438−100.0% | Sold out |
| CAPROCK Group, Inc. | 0 | $0 | 0.00% | −3,281−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −3,238−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −3,100−100.0% | Sold out |
| Fort, L.P. | 0 | $0 | 0.00% | −2,562−100.0% | Sold out |
| Contravisory Investment Management, Inc. | 0 | $0 | 0.00% | −1,875−100.0% | Sold out |
| Captrust Financial Advisors | 0 | $0 | 0.00% | −1,833−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −697−100.0% | Sold out |
| EverSource Wealth Advisors, LLC | 0 | $0 | 0.00% | −654−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −277−100.0% | Sold out |