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, Q4 2023
Institutional positions in Everforth Inc as of Dec 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
- 277
- +21 vs. Q3 2023
- Shares held
- 44.3M
- +173.7K (+0.4%) vs. Q3 2023
- Total value
- $4.27B
- +$653.2M (+18.1%) vs. Q3 2023
- New holders
- 48
- 80 more added
- Sold out
- 27
- 114 more reduced
5 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Everforth Inc; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Smartleaf Asset Management LLC | 2 | $0 | 0.00% | +2 | New |
| Private Trust Co NA | 2 | $192 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 3 | $246 | 0.00% | +3 | New |
| Bruce G. Allen Investments, LLC | 3 | $289 | 0.00% | +3 | New |
| Horizon Investments, LLC | 4 | $385 | 0.00% | +4 | New |
| Manchester Capital Management LLC | 8 | $770 | 0.00% | +5+166.7% | Added |
| Parkside Financial Bank & Trust | 10 | $962 | 0.00% | −520−98.1% | Reduced |
| Allworth Financial LP | 10 | $962 | 0.00% | +5+100.0% | Added |
| Global Retirement Partners, LLC | 11 | $992 | 0.00% | +11 | New |
| Avion Wealth | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 11 | $1.06K | 0.00% | +11 | New |
| TD Waterhouse Canada Inc. | 13 | $1.20K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 16 | $1.54K | 0.00% | +2+14.3% | Added |
| Massmutual Trust Co FSB | 19 | $1.83K | 0.00% | +4+26.7% | Added |
| Farmers & Merchants Investments Inc | 20 | $1.92K | 0.00% | −1−4.8% | Reduced |
| Sandy Spring Bank | 20 | $1.92K | 0.00% | +20 | New |
| Hantz Financial Services, Inc. | 25 | $2.00K | 0.00% | −5,040−99.5% | Reduced |
| Versant Capital Management, Inc | 22 | $2.12K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 22 | $2.12K | 0.00% | +22 | New |
| First Horizon Advisors, Inc. | 23 | $2.21K | 0.00% | +6+35.3% | Added |
| JFS Wealth Advisors, LLC | 23 | $2.21K | 0.00% | −13−36.1% | Reduced |
| Private Wealth Management Group, LLC | 23 | $2.21K | 0.00% | +23 | New |
| WealthCollab, LLC | 24 | $2.31K | 0.00% | +24 | New |
| Lindbrook Capital, LLC | 25 | $2.40K | 0.00% | +9+56.3% | Added |
| Bell Investment Advisors, Inc | 25 | $2.40K | 0.00% | +6+31.6% | Added |
| Baystate Wealth Management LLC | 30 | $2.88K | 0.00% | +30 | New |
| Northwest Financial Advisors | 32 | $3.08K | 0.00% | +32 | New |
| EntryPoint Capital, LLC | 34 | $3.27K | 0.00% | +34 | New |
| Principal Securities, Inc. | 35 | $3.37K | 0.00% | +35 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 38 | $3.52K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 48 | $4.00K | 0.00% | +48 | New |
| Wetzel Investment Advisors, Inc. | 44 | $4.00K | 0.00% | +44 | New |
| Farther Finance Advisors, LLC | 43 | $4.13K | 0.00% | +43 | New |
| Turtle Creek Wealth Advisors, LLC | 44 | $4.23K | 0.00% | +44 | New |
| Central Trust Co | 45 | $4.33K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 47 | $4.52K | 0.00% | +47 | New |
| PFS Partners, LLC | 48 | $4.62K | 0.00% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 55 | $5.29K | 0.00% | +55 | New |
| GAMMA Investing LLC | 57 | $5.29K | 0.00% | +57 | New |
| Northwestern Mutual Wealth Management Co | 57 | $5.48K | 0.00% | −5−8.1% | Reduced |
| JJJ Advisors Inc. | 65 | $6.25K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 68 | $6.54K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 96 | $9.23K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 108 | $10.4K | 0.00% | +39+56.5% | Added |
| Planning Capital Management Corp | 143 | $13.8K | 0.01% | +143 | New |
| LGT Financial Advisors LLC | 167 | $16.1K | 0.02% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 173 | $16.6K | 0.00% | +1+0.6% | Added |
| Smithfield Trust Co | 185 | $18.0K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 195 | $18.8K | 0.01% | −1,355−87.4% | Reduced |
| Hexagon Capital Partners LLC | 213 | $20.5K | 0.00% | +156+273.7% | Added |
| Covestor Ltd | 221 | $22.0K | 0.02% | +23+11.6% | Added |
| SYSTM Wealth Solutions LLC | 237 | $22.8K | 0.00% | +237 | New |
| Parallel Advisors, LLC | 265 | $25.5K | 0.00% | −83−23.9% | Reduced |
| Contravisory Investment Management, Inc. | 272 | $26.2K | 0.01% | +272 | New |
| Nomura Asset Management Co Ltd | 320 | $30.8K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 331 | $31.8K | 0.00% | +113+51.8% | Added |
| Huntington National Bank | 341 | $32.8K | 0.00% | +11+3.3% | Added |
| Clearstead Advisors, LLC | 350 | $33.7K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 385 | $37.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 393 | $37.8K | 0.00% | −30−7.1% | Reduced |
| Nisa Investment Advisors, LLC | 496 | $47.7K | 0.00% | −784−61.3% | Reduced |
| EverSource Wealth Advisors, LLC | 537 | $51.6K | 0.00% | −78−12.7% | Reduced |
| CWM, LLC | 552 | $53.0K | 0.00% | −138−20.0% | Reduced |
| KBC Group NV | 749 | $72.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 867 | $83.4K | 0.01% | +57+7.0% | Added |
| HM Payson & Co | 935 | $89.9K | 0.00% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 1,000 | $96.0K | 0.00% | +1,000 | New |
| Advisor Group Holdings, Inc. | 1,131 | $108.8K | 0.00% | −613−35.1% | Reduced |
| Quest Partners LLC | 1,182 | $113.7K | 0.02% | +1,182 | New |
| Glassman Wealth Services | 1,215 | $116.8K | 0.02% | 00.0% | Unchanged |
| National Bank of Canada | 1,250 | $119.4K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 1,645 | $158.2K | 0.03% | −119−6.7% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,822 | $169.1K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 1,991 | $191.0K | 0.00% | +31+1.6% | Added |
| GWM Advisors LLC | 2,010 | $193.3K | 0.00% | +1,865+1,286.2% | Added |
| Oppenheimer Asset Management Inc. | 2,110 | $202.9K | 0.00% | +2,110 | New |
| Kathmere Capital Management, LLC | 2,162 | $207.9K | 0.03% | +2,162 | New |
| Prelude Capital Management, LLC | 2,164 | $208.1K | 0.02% | +2,164 | New |
| Keebeck Alpha, LP | 2,164 | $208.1K | 0.16% | +2,164 | New |
| Old National Bancorp | 2,195 | $211.1K | 0.01% | −2,716−55.3% | Reduced |
| Seven Eight Capital, LP | 2,298 | $221.0K | 0.03% | −5,486−70.5% | Reduced |
| Shell Asset Management Co | 2,352 | $226.0K | 0.01% | −711−23.2% | Reduced |
| Profund Advisors LLC | 2,455 | $236.1K | 0.01% | +2,455 | New |
| Mount Yale Investment Advisors, LLC | 2,458 | $236.4K | 0.02% | −29−1.2% | Reduced |
| Fox Run Management, L.L.C. | 2,508 | $241.2K | 0.06% | −8,278−76.7% | Reduced |
| Verdence Capital Advisors LLC | 2,611 | $251.1K | 0.02% | +2+0.1% | Added |
| Axq Capital, LP | 2,650 | $254.9K | 0.07% | +2,650 | New |
| Cetera Advisor Networks LLC | 2,656 | $255.4K | 0.00% | −292−9.9% | Reduced |
| Kapitalo Investimentos Ltda | 2,675 | $257.3K | 0.05% | +2,675 | New |
| Balyasny Asset Management LLC | 2,682 | $257.9K | 0.00% | −8,990−77.0% | Reduced |
| Metropolitan Life Insurance Co | 2,683 | $258.0K | 0.01% | −92−3.3% | Reduced |
| Cim Investment Mangement Inc | 2,730 | $262.5K | 0.08% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 2,814 | $270.6K | 0.00% | −2,750−49.4% | Reduced |
| Essex Investment Management Co LLC | 2,900 | $278.9K | 0.05% | 00.0% | Unchanged |
| Centiva Capital, LP | 2,985 | $287.1K | 0.02% | +2,985 | New |
| SG Americas Securities, LLC | 3,097 | $298.0K | 0.00% | −12,794−80.5% | Reduced |
| Mackenzie Financial Corp | 3,120 | $300.1K | 0.00% | 00.0% | Unchanged |
| Cipher Capital LP | 3,150 | $302.9K | 0.10% | +3,150 | New |
| Quantinno Capital Management LP | 3,194 | $307.0K | 0.01% | +54+1.7% | Added |
| Coldstream Capital Management Inc | 3,341 | $321.3K | 0.01% | +510+18.0% | Added |