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 |
|---|---|---|---|---|---|
| Quantinno Capital Management LP | 3,140 | $260.0K | 0.02% | 00.0% | Unchanged |
| Shell Asset Management Co | 3,129 | $259.0K | 0.01% | −11−0.4% | Reduced |
| Vise Technologies, Inc. | 2,942 | $243.2K | 0.06% | +2,942 | New |
| Profund Advisors LLC | 2,746 | $227.0K | 0.01% | −492−15.2% | Reduced |
| Coldstream Capital Management Inc | 2,713 | $224.3K | 0.01% | +34+1.3% | Added |
| Metropolitan Life Insurance Co | 2,646 | $218.7K | 0.01% | −368−12.2% | Reduced |
| Shelton Capital Management | 2,586 | $213.8K | 0.01% | +16+0.6% | Added |
| Raymond James Financial Services Advisors, Inc. | 2,572 | $212.6K | 0.00% | −172−6.3% | Reduced |
| Acrisure Capital Management, LLC | 2,522 | $208.5K | 0.21% | +2,522 | New |
| Los Angeles Capital Management LLC | 2,446 | $202.2K | 0.00% | −4,010−62.1% | Reduced |
| Okabena Investment Services Inc | 6,137 | $175.5K | 0.13% | +5,988+4,018.8% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,822 | $150.6K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 1,703 | $140.0K | 0.00% | +1,378+424.0% | Added |
| Advisor Group Holdings, Inc. | 1,652 | $136.4K | 0.00% | −358−17.8% | Reduced |
| Harbor Capital Advisors, Inc. | 1,574 | $130.1K | 0.04% | +1,574 | New |
| Eagle Bay Advisors LLC | 1,384 | $114.4K | 0.06% | +501+56.7% | Added |
| National Bank of Canada | 1,250 | $103.4K | 0.00% | +1,250 | New |
| Aquatic Capital Management LLC | 1,200 | $99.0K | 0.01% | 00.0% | Unchanged |
| Counterpoint Mutual Funds LLC | 1,103 | $91.2K | 0.08% | +1,103 | New |
| Kapitalo Investimentos Ltda | 1,101 | $91.0K | 0.03% | +1,101 | New |
| Tower Research Capital LLC (TRC) | 1,100 | $91.0K | 0.00% | −1,414−56.2% | Reduced |
| Covestor Ltd | 1,069 | $88.0K | 0.08% | +404+60.8% | Added |
| HM Payson & Co | 935 | $77.3K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 926 | $76.6K | 0.01% | 00.0% | Unchanged |
| Point72 Asset Management, L.P. | 804 | $66.5K | 0.00% | +804 | New |
| Parkside Financial Bank & Trust | 651 | $53.8K | 0.01% | +72+12.4% | Added |
| Virtus Fund Advisers, LLC | 544 | $45.0K | 0.32% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 520 | $43.0K | 0.00% | +520 | New |
| Quadrant Capital Group LLC | 451 | $37.3K | 0.00% | −152−25.2% | Reduced |
| Venturi Wealth Management, LLC | 385 | $31.8K | 0.00% | +385 | New |
| Clearstead Advisors, LLC | 350 | $28.9K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 320 | $26.5K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 316 | $26.0K | 0.00% | +3+1.0% | Added |
| Parallel Advisors, LLC | 239 | $19.8K | 0.00% | −24−9.1% | Reduced |
| Fifth Third Bancorp | 198 | $16.4K | 0.00% | −6−2.9% | Reduced |
| Smithfield Trust Co | 185 | $15.0K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 173 | $14.3K | 0.00% | +18+11.6% | Added |
| AdvisorNet Financial, Inc | 172 | $14.2K | 0.00% | +6+3.6% | Added |
| GWM Advisors LLC | 167 | $13.8K | 0.00% | −74−30.7% | Reduced |
| Belpointe Asset Management LLC | 159 | $13.1K | 0.00% | −67−29.6% | Reduced |
| Huntington National Bank | 156 | $12.9K | 0.00% | −6−3.7% | Reduced |
| Northwestern Mutual Wealth Management Co | 151 | $12.5K | 0.00% | +64+73.6% | Added |
| Simplex Trading, LLC | 157 | $12.0K | 0.00% | +157 | New |
| DuPont Capital Management Corp | 132 | $10.9K | 0.00% | −26−16.5% | Reduced |
| TCI Wealth Advisors, Inc. | 101 | $8.35K | 0.00% | +25+32.9% | Added |
| Key Financial Inc | 96 | $7.94K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 76 | $6.28K | 0.00% | −97−56.1% | Reduced |
| Retirement Group, LLC | 69 | $6.00K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 68 | $5.62K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 59 | $4.88K | 0.00% | +49+490.0% | Added |
| Cary Street Partner Investment Advisory LLC | 51 | $4.22K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 41 | $3.39K | 0.00% | +41 | New |
| BerganKDV Wealth Management, LLC | 33 | $2.73K | 0.00% | +33 | New |
| Massmutual Trust Co FSB | 33 | $2.73K | 0.00% | −47−58.8% | Reduced |
| 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 |
| Farmers & Merchants Investments Inc | 24 | $1.98K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 23 | $1.90K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 19 | $1.57K | 0.00% | −13−40.6% | Reduced |
| Advisory Services Network, LLC | 18 | $1.49K | 0.00% | 00.0% | Unchanged |
| HWG Holdings LP | 17 | $1.41K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 15 | $1.24K | 0.00% | +5+50.0% | Added |
| Glassman Wealth Services | 15 | $1.24K | 0.00% | −1,200−98.8% | Reduced |
| First Horizon Advisors, Inc. | 14 | $1.16K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 16 | $1.00K | 0.00% | −18−52.9% | Reduced |
| Disciplined Investments, LLC | 10 | $827 | 0.00% | +2+25.0% | Added |
| Manchester Capital Management LLC | 8 | $662 | 0.00% | +1+14.3% | Added |
| SJS Investment Consulting Inc. | 7 | $579 | 0.00% | −4−36.4% | Reduced |
| Bell Investment Advisors, Inc | 6 | $497 | 0.00% | −6−50.0% | Reduced |
| Global Retirement Partners, LLC | 5 | $340 | 0.00% | −125−96.2% | Reduced |
| 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 |
| Financial Management Professionals, Inc. | 2 | $0 | 0.00% | +2 | New |
| PDT Partners, LLC | 0 | $0 | 0.00% | −18,746−100.0% | Sold out |
| Cooper Creek Partners Management LLC | 0 | $0 | 0.00% | −18,604−100.0% | Sold out |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0 | $0 | 0.00% | −15,895−100.0% | Sold out |
| Clark Capital Management Group, Inc. | 0 | $0 | 0.00% | −15,838−100.0% | Sold out |
| Cna Financial Corp | 0 | $0 | 0.00% | −11,316−100.0% | Sold out |
| Pacer Advisors, Inc. | 0 | $0 | 0.00% | −9,558−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −7,026−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −5,047−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −4,571−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −4,316−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −3,619−100.0% | Sold out |
| Keybank National Association | 0 | $0 | 0.00% | −3,561−100.0% | Sold out |
| Public Employees Retirement System of Ohio | 0 | $0 | 0.00% | −2,365−100.0% | Sold out |
| Resurgent Financial Advisors LLC | 0 | $0 | 0.00% | −1,760−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −266−100.0% | Sold out |
| Concord Wealth Partners | 0 | $0 | 0.00% | −71−100.0% | Sold out |
| Jones Financial Companies LLLP | 0 | $0 | 0.00% | −64−100.0% | Sold out |
| IFP Advisors, Inc | 0 | $0 | 0.00% | −54−100.0% | Sold out |
| Tfo-TDC, LLC | 0 | $0 | 0.00% | −32−100.0% | Sold out |
| M&R Capital Management Inc | 0 | $0 | 0.00% | −18−100.0% | Sold out |
| Lindbrook Capital, LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Sutton Wealth Advisors Inc. | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| Sofos Investments, Inc. | 0 | $0 | 0.00% | −81−100.0% | Sold out |
| Allworth Financial LP | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Comerica Bank | – | – | – | – | Not filed |