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 2023
Institutional positions in Everforth Inc as of Mar 31, 2023. 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
- 275
- +6 vs. Q4 2022
- Shares held
- 46.3M
- −572.7K (−1.2%) vs. Q4 2022
- Total value
- $3.84B
- +$69.9M (+1.9%) vs. Q4 2022
- New holders
- 30
- 111 more added
- Sold out
- 24
- 99 more reduced
1 institution that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Everforth Inc; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Financial Management Professionals, Inc. | 2 | $0 | 0.00% | +2 | New |
| Farther Finance Advisors, LLC | 2 | $165 | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 2 | $165 | 0.00% | +2 | New |
| Private Trust Co NA | 2 | $165 | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 5 | $340 | 0.00% | −125−96.2% | Reduced |
| Bell Investment Advisors, Inc | 6 | $497 | 0.00% | −6−50.0% | Reduced |
| SJS Investment Consulting Inc. | 7 | $579 | 0.00% | −4−36.4% | Reduced |
| Manchester Capital Management LLC | 8 | $662 | 0.00% | +1+14.3% | Added |
| Disciplined Investments, LLC | 10 | $827 | 0.00% | +2+25.0% | Added |
| Ronald Blue Trust, Inc. | 16 | $1.00K | 0.00% | −18−52.9% | Reduced |
| First Horizon Advisors, Inc. | 14 | $1.16K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 15 | $1.24K | 0.00% | −1,200−98.8% | Reduced |
| Schubert & Co | 15 | $1.24K | 0.00% | +5+50.0% | Added |
| HWG Holdings LP | 17 | $1.41K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 18 | $1.49K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 19 | $1.57K | 0.00% | −13−40.6% | Reduced |
| RFP Financial Group LLC | 23 | $1.90K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 24 | $1.98K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 25 | $2.00K | 0.00% | 00.0% | Unchanged |
| TSFG, LLC | 24 | $2.00K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 33 | $2.00K | 0.00% | +17+106.3% | Added |
| Massmutual Trust Co FSB | 33 | $2.73K | 0.00% | −47−58.8% | Reduced |
| BerganKDV Wealth Management, LLC | 33 | $2.73K | 0.00% | +33 | New |
| Hexagon Capital Partners LLC | 41 | $3.39K | 0.00% | +41 | New |
| Cary Street Partner Investment Advisory LLC | 51 | $4.22K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 59 | $4.88K | 0.00% | +49+490.0% | Added |
| Steward Partners Investment Advisory, LLC | 68 | $5.62K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 69 | $6.00K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 76 | $6.28K | 0.00% | −97−56.1% | Reduced |
| Key Financial Inc | 96 | $7.94K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 101 | $8.35K | 0.00% | +25+32.9% | Added |
| DuPont Capital Management Corp | 132 | $10.9K | 0.00% | −26−16.5% | Reduced |
| Simplex Trading, LLC | 157 | $12.0K | 0.00% | +157 | New |
| Northwestern Mutual Wealth Management Co | 151 | $12.5K | 0.00% | +64+73.6% | Added |
| Huntington National Bank | 156 | $12.9K | 0.00% | −6−3.7% | Reduced |
| Belpointe Asset Management LLC | 159 | $13.1K | 0.00% | −67−29.6% | Reduced |
| GWM Advisors LLC | 167 | $13.8K | 0.00% | −74−30.7% | Reduced |
| AdvisorNet Financial, Inc | 172 | $14.2K | 0.00% | +6+3.6% | Added |
| EverSource Wealth Advisors, LLC | 173 | $14.3K | 0.00% | +18+11.6% | Added |
| Smithfield Trust Co | 185 | $15.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 198 | $16.4K | 0.00% | −6−2.9% | Reduced |
| Parallel Advisors, LLC | 239 | $19.8K | 0.00% | −24−9.1% | Reduced |
| CWM, LLC | 316 | $26.0K | 0.00% | +3+1.0% | Added |
| Nomura Asset Management Co Ltd | 320 | $26.5K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 350 | $28.9K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 385 | $31.8K | 0.00% | +385 | New |
| Quadrant Capital Group LLC | 451 | $37.3K | 0.00% | −152−25.2% | Reduced |
| Ameritas Advisory Services, LLC | 520 | $43.0K | 0.00% | +520 | New |
| Virtus Fund Advisers, LLC | 544 | $45.0K | 0.32% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 651 | $53.8K | 0.01% | +72+12.4% | Added |
| Point72 Asset Management, L.P. | 804 | $66.5K | 0.00% | +804 | New |
| Harbor Investment Advisory, LLC | 926 | $76.6K | 0.01% | 00.0% | Unchanged |
| HM Payson & Co | 935 | $77.3K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 1,069 | $88.0K | 0.08% | +404+60.8% | Added |
| Tower Research Capital LLC (TRC) | 1,100 | $91.0K | 0.00% | −1,414−56.2% | Reduced |
| Kapitalo Investimentos Ltda | 1,101 | $91.0K | 0.03% | +1,101 | New |
| Counterpoint Mutual Funds LLC | 1,103 | $91.2K | 0.08% | +1,103 | New |
| Aquatic Capital Management LLC | 1,200 | $99.0K | 0.01% | 00.0% | Unchanged |
| National Bank of Canada | 1,250 | $103.4K | 0.00% | +1,250 | New |
| Eagle Bay Advisors LLC | 1,384 | $114.4K | 0.06% | +501+56.7% | Added |
| Harbor Capital Advisors, Inc. | 1,574 | $130.1K | 0.04% | +1,574 | New |
| Advisor Group Holdings, Inc. | 1,652 | $136.4K | 0.00% | −358−17.8% | Reduced |
| Lazard Asset Management LLC | 1,703 | $140.0K | 0.00% | +1,378+424.0% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,822 | $150.6K | 0.00% | 00.0% | Unchanged |
| Okabena Investment Services Inc | 6,137 | $175.5K | 0.13% | +5,988+4,018.8% | Added |
| Los Angeles Capital Management LLC | 2,446 | $202.2K | 0.00% | −4,010−62.1% | Reduced |
| Acrisure Capital Management, LLC | 2,522 | $208.5K | 0.21% | +2,522 | New |
| Raymond James Financial Services Advisors, Inc. | 2,572 | $212.6K | 0.00% | −172−6.3% | Reduced |
| Shelton Capital Management | 2,586 | $213.8K | 0.01% | +16+0.6% | Added |
| Metropolitan Life Insurance Co | 2,646 | $218.7K | 0.01% | −368−12.2% | Reduced |
| Coldstream Capital Management Inc | 2,713 | $224.3K | 0.01% | +34+1.3% | Added |
| Profund Advisors LLC | 2,746 | $227.0K | 0.01% | −492−15.2% | Reduced |
| Vise Technologies, Inc. | 2,942 | $243.2K | 0.06% | +2,942 | New |
| Shell Asset Management Co | 3,129 | $259.0K | 0.01% | −11−0.4% | Reduced |
| Quantinno Capital Management LP | 3,140 | $260.0K | 0.02% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 3,254 | $269.0K | 0.03% | +3,254 | New |
| Nisa Investment Advisors, LLC | 3,340 | $276.0K | 0.00% | −207−5.8% | Reduced |
| Dakota Wealth Management | 3,409 | $281.8K | 0.02% | +3,409 | New |
| Centiva Capital, LP | 3,427 | $283.3K | 0.02% | +3,427 | New |
| Aigen Investment Management, LP | 3,480 | $287.7K | 0.04% | +3,480 | New |
| O'Shaughnessy Asset Management, LLC | 3,483 | $287.9K | 0.00% | +36+1.0% | Added |
| Cantor Fitzgerald, L. P. | 3,506 | $289.8K | 0.01% | −98−2.7% | Reduced |
| Nebula Research & Development LLC | 3,532 | $292.0K | 0.52% | +3,532 | New |
| Argent Capital Management LLC | 3,839 | $317.4K | 0.01% | +105+2.8% | Added |
| State of Wyoming | 4,011 | $331.6K | 0.11% | +1,299+47.9% | Added |
| FDx Advisors, Inc. | 4,116 | $335.0K | 0.01% | 00.0% | Unchanged |
| Point72 Middle East FZE | 4,069 | $336.4K | 0.02% | +2,315+132.0% | Added |
| Meritage Portfolio Management | 4,087 | $338.0K | 0.03% | −2,008−32.9% | Reduced |
| Occudo Quantitative Strategies LP | 4,362 | $360.6K | 0.03% | −5,578−56.1% | Reduced |
| STRS Ohio | 4,400 | $363.0K | 0.00% | −200−4.3% | Reduced |
| Securian Asset Management, Inc | 4,544 | $375.7K | 0.01% | 00.0% | Unchanged |
| Stifel Financial Corp | 4,558 | $376.8K | 0.00% | +675+17.4% | Added |
| Old National Bancorp | 4,567 | $377.6K | 0.01% | −2,964−39.4% | Reduced |
| Rockefeller Capital Management L.P. | 4,708 | $388.0K | 0.00% | +4,661+9,917.0% | Added |
| Henshaw Capital LLC | 4,781 | $395.2K | 0.02% | 00.0% | Unchanged |
| Lindenwold Advisors | 4,995 | $412.9K | 0.26% | −3−0.1% | Reduced |
| Martingale Asset Management L P | 5,313 | $439.2K | 0.01% | −800−13.1% | Reduced |
| Dynamic Technology Lab Private Ltd | 5,440 | $450.0K | 0.04% | +5,440 | New |
| Virtu Financial LLC | 5,747 | $475.0K | 0.05% | +5,747 | New |
| Crossmark Global Holdings, Inc. | 5,985 | $494.0K | 0.01% | +2,291+62.0% | Added |