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 |
|---|---|---|---|---|---|
| Kathmere Capital Management, LLC | 2,162 | $207.9K | 0.03% | +2,162 | New |
| Oppenheimer Asset Management Inc. | 2,110 | $202.9K | 0.00% | +2,110 | New |
| GWM Advisors LLC | 2,010 | $193.3K | 0.00% | +1,865+1,286.2% | Added |
| Lazard Asset Management LLC | 1,991 | $191.0K | 0.00% | +31+1.6% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,822 | $169.1K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 1,645 | $158.2K | 0.03% | −119−6.7% | Reduced |
| National Bank of Canada | 1,250 | $119.4K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 1,215 | $116.8K | 0.02% | 00.0% | Unchanged |
| Quest Partners LLC | 1,182 | $113.7K | 0.02% | +1,182 | New |
| Advisor Group Holdings, Inc. | 1,131 | $108.8K | 0.00% | −613−35.1% | Reduced |
| Aquatic Capital Management LLC | 1,000 | $96.0K | 0.00% | +1,000 | New |
| HM Payson & Co | 935 | $89.9K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 867 | $83.4K | 0.01% | +57+7.0% | Added |
| KBC Group NV | 749 | $72.0K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 552 | $53.0K | 0.00% | −138−20.0% | Reduced |
| EverSource Wealth Advisors, LLC | 537 | $51.6K | 0.00% | −78−12.7% | Reduced |
| Nisa Investment Advisors, LLC | 496 | $47.7K | 0.00% | −784−61.3% | Reduced |
| Fifth Third Bancorp | 393 | $37.8K | 0.00% | −30−7.1% | Reduced |
| Venturi Wealth Management, LLC | 385 | $37.0K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 350 | $33.7K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 341 | $32.8K | 0.00% | +11+3.3% | Added |
| Signaturefd, LLC | 331 | $31.8K | 0.00% | +113+51.8% | Added |
| Nomura Asset Management Co Ltd | 320 | $30.8K | 0.00% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 272 | $26.2K | 0.01% | +272 | New |
| Parallel Advisors, LLC | 265 | $25.5K | 0.00% | −83−23.9% | Reduced |
| SYSTM Wealth Solutions LLC | 237 | $22.8K | 0.00% | +237 | New |
| Covestor Ltd | 221 | $22.0K | 0.02% | +23+11.6% | Added |
| Hexagon Capital Partners LLC | 213 | $20.5K | 0.00% | +156+273.7% | Added |
| Eagle Bay Advisors LLC | 195 | $18.8K | 0.01% | −1,355−87.4% | Reduced |
| Smithfield Trust Co | 185 | $18.0K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 173 | $16.6K | 0.00% | +1+0.6% | Added |
| LGT Financial Advisors LLC | 167 | $16.1K | 0.02% | 00.0% | Unchanged |
| Planning Capital Management Corp | 143 | $13.8K | 0.01% | +143 | New |
| Retirement Group, LLC | 108 | $10.4K | 0.00% | +39+56.5% | Added |
| Key Financial Inc | 96 | $9.23K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 68 | $6.54K | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 65 | $6.25K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 57 | $5.48K | 0.00% | −5−8.1% | Reduced |
| GAMMA Investing LLC | 57 | $5.29K | 0.00% | +57 | New |
| Cetera Trust Company, N.A | 55 | $5.29K | 0.00% | +55 | New |
| PFS Partners, LLC | 48 | $4.62K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 47 | $4.52K | 0.00% | +47 | New |
| Central Trust Co | 45 | $4.33K | 0.00% | 00.0% | Unchanged |
| Turtle Creek Wealth Advisors, LLC | 44 | $4.23K | 0.00% | +44 | New |
| Farther Finance Advisors, LLC | 43 | $4.13K | 0.00% | +43 | New |
| Ronald Blue Trust, Inc. | 48 | $4.00K | 0.00% | +48 | New |
| Wetzel Investment Advisors, Inc. | 44 | $4.00K | 0.00% | +44 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 38 | $3.52K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 35 | $3.37K | 0.00% | +35 | New |
| EntryPoint Capital, LLC | 34 | $3.27K | 0.00% | +34 | New |
| Northwest Financial Advisors | 32 | $3.08K | 0.00% | +32 | New |
| Baystate Wealth Management LLC | 30 | $2.88K | 0.00% | +30 | New |
| Bell Investment Advisors, Inc | 25 | $2.40K | 0.00% | +6+31.6% | Added |
| Lindbrook Capital, LLC | 25 | $2.40K | 0.00% | +9+56.3% | Added |
| WealthCollab, LLC | 24 | $2.31K | 0.00% | +24 | New |
| 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 |
| First Horizon Advisors, Inc. | 23 | $2.21K | 0.00% | +6+35.3% | Added |
| Versant Capital Management, Inc | 22 | $2.12K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 22 | $2.12K | 0.00% | +22 | New |
| Hantz Financial Services, Inc. | 25 | $2.00K | 0.00% | −5,040−99.5% | Reduced |
| Sandy Spring Bank | 20 | $1.92K | 0.00% | +20 | New |
| Farmers & Merchants Investments Inc | 20 | $1.92K | 0.00% | −1−4.8% | Reduced |
| Massmutual Trust Co FSB | 19 | $1.83K | 0.00% | +4+26.7% | Added |
| SJS Investment Consulting Inc. | 16 | $1.54K | 0.00% | +2+14.3% | Added |
| TD Waterhouse Canada Inc. | 13 | $1.20K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 11 | $1.06K | 0.00% | +11 | New |
| Avion Wealth | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 11 | $992 | 0.00% | +11 | New |
| Parkside Financial Bank & Trust | 10 | $962 | 0.00% | −520−98.1% | Reduced |
| Allworth Financial LP | 10 | $962 | 0.00% | +5+100.0% | Added |
| Manchester Capital Management LLC | 8 | $770 | 0.00% | +5+166.7% | Added |
| Horizon Investments, LLC | 4 | $385 | 0.00% | +4 | New |
| Bruce G. Allen Investments, LLC | 3 | $289 | 0.00% | +3 | New |
| Valued Wealth Advisors LLC | 3 | $246 | 0.00% | +3 | New |
| Private Trust Co NA | 2 | $192 | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 2 | $0 | 0.00% | +2 | New |
| Incline Global Management LLC | 0 | $0 | 0.00% | −215,681−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −53,063−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −31,839−100.0% | Sold out |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −25,211−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −16,019−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −15,117−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −13,394−100.0% | Sold out |
| Rockefeller Capital Management L.P. | 0 | $0 | 0.00% | −11,321−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −9,884−100.0% | Sold out |
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −8,270−100.0% | Sold out |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −6,565−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −6,365−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −5,459−100.0% | Sold out |
| Congress Asset Management Co | 0 | $0 | 0.00% | −5,225−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −4,512−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −4,220−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −4,187−100.0% | Sold out |
| Cantor Fitzgerald, L. P. | 0 | $0 | 0.00% | −3,506−100.0% | Sold out |
| AlphaMark Advisors, LLC | 0 | $0 | 0.00% | −3,381−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −2,778−100.0% | Sold out |
| Shelton Capital Management | 0 | $0 | 0.00% | −2,452−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −1,513−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −670−100.0% | Sold out |