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 2023
Institutional positions in Everforth Inc as of Jun 30, 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
- 250
- −25 vs. Q1 2023
- Shares held
- 46.3M
- −15.4K (0.0%) vs. Q1 2023
- Total value
- $3.51B
- −$329.7M (−8.6%) vs. Q1 2023
- New holders
- 28
- 96 more added
- Sold out
- 53
- 99 more reduced
Compare with Q1 2023: 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 2023
Shares, value and share of portfolio for each institution holding Everforth Inc; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Ronald Blue Trust, Inc. | 2 | $0 | 0.00% | −14−87.5% | Reduced |
| Comerica Bank | 2,706 | $0 | 0.00% | +2,706 | New |
| Avion Wealth | 7 | $0 | 0.00% | +7 | New |
| Proequities, Inc. | 2 | $151 | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 2 | $151 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 76 | $316 | 0.00% | +76 | New |
| Lindbrook Capital, LLC | 5 | $378 | 0.00% | +5 | New |
| Allworth Financial LP | 5 | $379 | 0.00% | +5 | New |
| Disciplined Investments, LLC | 6 | $454 | 0.00% | −4−40.0% | Reduced |
| Baker Avenue Asset Management, LP | 7 | $529 | 0.00% | +7 | New |
| Hexagon Capital Partners LLC | 9 | $681 | 0.00% | −32−78.0% | Reduced |
| SJS Investment Consulting Inc. | 9 | $681 | 0.00% | +2+28.6% | Added |
| Massmutual Trust Co FSB | 15 | $1.13K | 0.00% | −18−54.5% | Reduced |
| Glassman Wealth Services | 15 | $1.13K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 21 | $1.59K | 0.00% | −3−12.5% | Reduced |
| Versant Capital Management, Inc | 22 | $1.66K | 0.00% | +22 | New |
| RFP Financial Group LLC | 23 | $1.74K | 0.00% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 25 | $2.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 27 | $2.04K | 0.00% | +8+42.1% | Added |
| First Horizon Advisors, Inc. | 28 | $2.12K | 0.00% | +14+100.0% | Added |
| PFS Partners, LLC | 48 | $3.63K | 0.00% | +48 | New |
| JJJ Advisors Inc. | 65 | $4.92K | 0.00% | +65 | New |
| Steward Partners Investment Advisory, LLC | 68 | $5.14K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 69 | $5.22K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 83 | $6.28K | 0.00% | −68−45.0% | Reduced |
| Key Financial Inc | 96 | $7.26K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 145 | $11.0K | 0.00% | −22−13.2% | Reduced |
| Okabena Investment Services Inc | 149 | $11.3K | 0.01% | −5,988−97.6% | Reduced |
| AdvisorNet Financial, Inc | 171 | $12.9K | 0.00% | −1−0.6% | Reduced |
| Smithfield Trust Co | 185 | $14.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 200 | $15.1K | 0.00% | +124+163.2% | Added |
| Covestor Ltd | 210 | $16.0K | 0.01% | −859−80.4% | Reduced |
| Fifth Third Bancorp | 222 | $16.8K | 0.00% | +24+12.1% | Added |
| Parallel Advisors, LLC | 263 | $19.9K | 0.00% | +24+10.0% | Added |
| Huntington National Bank | 286 | $21.6K | 0.00% | +130+83.3% | Added |
| Nomura Asset Management Co Ltd | 320 | $24.2K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 350 | $26.5K | 0.00% | 00.0% | Unchanged |
| Pinebridge Investments, L.P. | 377 | $28.5K | 0.00% | +377 | New |
| Venturi Wealth Management, LLC | 385 | $29.1K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 444 | $33.6K | 0.00% | +271+156.6% | Added |
| Parkside Financial Bank & Trust | 671 | $50.7K | 0.01% | +20+3.1% | Added |
| Nisa Investment Advisors, LLC | 694 | $52.5K | 0.00% | −2,646−79.2% | Reduced |
| CWM, LLC | 727 | $55.0K | 0.00% | +411+130.1% | Added |
| Quadrant Capital Group LLC | 804 | $60.8K | 0.01% | +353+78.3% | Added |
| HM Payson & Co | 935 | $70.7K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 1,059 | $80.1K | 0.01% | +133+14.4% | Added |
| Eagle Bay Advisors LLC | 1,086 | $82.2K | 0.05% | −298−21.5% | Reduced |
| National Bank of Canada | 1,250 | $94.5K | 0.00% | 00.0% | Unchanged |
| Counterpoint Mutual Funds LLC | 1,260 | $95.3K | 0.09% | +157+14.2% | Added |
| Advisor Group Holdings, Inc. | 1,271 | $96.1K | 0.00% | −381−23.1% | Reduced |
| Lazard Asset Management LLC | 1,703 | $128.0K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,822 | $137.8K | 0.00% | 00.0% | Unchanged |
| American Century Companies Inc | 2,660 | $201.2K | 0.00% | −4,620−63.5% | Reduced |
| Metropolitan Life Insurance Co | 2,688 | $203.3K | 0.01% | +42+1.6% | Added |
| Cim Investment Mangement Inc | 2,730 | $206.5K | 0.07% | +2,730 | New |
| Coldstream Capital Management Inc | 2,772 | $209.6K | 0.01% | +59+2.2% | Added |
| Brevan Howard Capital Management LP | 2,799 | $211.7K | 0.04% | +2,799 | New |
| Los Angeles Capital Management LLC | 2,844 | $215.1K | 0.00% | +398+16.3% | Added |
| Toroso Investments, LLC | 2,861 | $216.0K | 0.01% | +2,861 | New |
| Essex Investment Management Co LLC | 2,900 | $219.3K | 0.03% | −13,694−82.5% | Reduced |
| Tower Research Capital LLC (TRC) | 2,927 | $221.4K | 0.01% | +1,827+166.1% | Added |
| STRS Ohio | 3,100 | $234.0K | 0.00% | −1,300−29.5% | Reduced |
| Shell Asset Management Co | 3,111 | $235.0K | 0.01% | −18−0.6% | Reduced |
| Mackenzie Financial Corp | 3,120 | $235.3K | 0.00% | −12,569−80.1% | Reduced |
| Quantinno Capital Management LP | 3,140 | $237.0K | 0.01% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 3,200 | $242.0K | 0.01% | +2,000+166.7% | Added |
| Harbor Capital Advisors, Inc. | 3,201 | $242.1K | 0.05% | +1,627+103.4% | Added |
| Creative Planning | 3,398 | $257.0K | 0.00% | +3,398 | New |
| O'Shaughnessy Asset Management, LLC | 3,436 | $259.9K | 0.00% | −47−1.3% | Reduced |
| Bridgewater Associates, LP | 3,491 | $264.0K | 0.00% | +3,491 | New |
| Cantor Fitzgerald, L. P. | 3,506 | $265.2K | 0.01% | 00.0% | Unchanged |
| JustInvest LLC | 3,510 | $265.5K | 0.01% | −2,773−44.1% | Reduced |
| Keybank National Association | 3,518 | $266.1K | 0.00% | +3,518 | New |
| State of Wyoming | 3,563 | $269.5K | 0.08% | −448−11.2% | Reduced |
| FDx Advisors, Inc. | 3,592 | $272.0K | 0.01% | −524−12.7% | Reduced |
| Dakota Wealth Management | 3,762 | $284.5K | 0.01% | +353+10.4% | Added |
| Petrus Trust Company, LTA | 3,769 | $285.0K | 0.03% | −6,149−62.0% | Reduced |
| Lindenwold Advisors | 3,930 | $297.2K | 0.18% | −1,065−21.3% | Reduced |
| Securian Asset Management, Inc | 4,391 | $332.1K | 0.01% | −153−3.4% | Reduced |
| Argent Capital Management LLC | 4,546 | $343.8K | 0.01% | +707+18.4% | Added |
| Duality Advisers, LP | 4,597 | $347.7K | 0.04% | +4,597 | New |
| Point72 Middle East FZE | 4,603 | $348.1K | 0.02% | +534+13.1% | Added |
| Henshaw Capital LLC | 4,781 | $361.6K | 0.02% | 00.0% | Unchanged |
| XTX Topco Ltd | 5,037 | $380.9K | 0.07% | +5,037 | New |
| Radnor Capital Management, LLC | 5,200 | $393.0K | 0.17% | +5,200 | New |
| Old National Bancorp | 5,220 | $394.8K | 0.01% | +653+14.3% | Added |
| State of Wisconsin Investment Board | 5,397 | $408.2K | 0.00% | −9,887−64.7% | Reduced |
| Crossmark Global Holdings, Inc. | 5,780 | $455.0K | 0.01% | −205−3.4% | Reduced |
| State of Alaska, Department of Revenue | 6,110 | $462.0K | 0.01% | −764−11.1% | Reduced |
| Centiva Capital, LP | 6,793 | $513.8K | 0.03% | +3,366+98.2% | Added |
| Public Employees Retirement Association of Colorado | 7,033 | $532.0K | 0.00% | −238−3.3% | Reduced |
| Quadrature Capital Ltd | 7,091 | $536.0K | 0.01% | +7,091 | New |
| Xponance, Inc. | 7,168 | $542.1K | 0.01% | −788−9.9% | Reduced |
| Hohimer Wealth Management, LLC | 7,408 | $560.3K | 0.15% | −483−6.1% | Reduced |
| US Bancorp | 7,486 | $566.2K | 0.00% | −37,535−83.4% | Reduced |
| HGK Asset Management Inc | 7,699 | $582.0K | 0.19% | −457−5.6% | Reduced |
| Martingale Asset Management L P | 8,014 | $606.1K | 0.01% | +2,701+50.8% | Added |
| Handelsbanken Fonder AB | 8,023 | $607.0K | 0.00% | 00.0% | Unchanged |
| PEAK6 Investments LLC | 8,272 | $625.6K | 0.05% | +8,272 | New |
| Bank of Montreal | 8,342 | $635.7K | 0.00% | −1,620−16.3% | Reduced |