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 2024
Institutional positions in Everforth Inc as of Mar 31, 2024. 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
- 279
- +3 vs. Q4 2023
- Shares held
- 43.7M
- −603.1K (−1.4%) vs. Q4 2023
- Total value
- $4.59B
- +$317.7M (+7.4%) vs. Q4 2023
- New holders
- 34
- 87 more added
- Sold out
- 31
- 105 more reduced
1 institution that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Everforth Inc; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Private Trust Co NA | 2 | $210 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 3 | $314 | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 3 | $314 | 0.00% | +3 | New |
| WR Wealth Planners, LLC | 3 | $314 | 0.00% | +3 | New |
| Valued Wealth Advisors LLC | 3 | $315 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 3 | $330 | 0.00% | +3 | New |
| Allworth Financial LP | 5 | $524 | 0.00% | −5−50.0% | Reduced |
| Rothschild Investment LLC | 5 | $524 | 0.00% | +5 | New |
| Manchester Capital Management LLC | 7 | $734 | 0.00% | −1−12.5% | Reduced |
| Horizon Investments, LLC | 8 | $838 | 0.00% | +4+100.0% | Added |
| Massmutual Trust Co FSB | 9 | $943 | 0.00% | −10−52.6% | Reduced |
| Avion Wealth | 7 | $1.00K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 10 | $1.05K | 0.00% | +10 | New |
| Parkside Financial Bank & Trust | 10 | $1.05K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 11 | $1.15K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 11 | $1.15K | 0.00% | +11 | New |
| Quest Partners LLC | 12 | $1.26K | 0.00% | −1,170−99.0% | Reduced |
| TD Waterhouse Canada Inc. | 13 | $1.31K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 13 | $1.36K | 0.00% | +2+18.2% | Added |
| Umb Bank N A | 16 | $1.68K | 0.00% | +16 | New |
| SJS Investment Consulting Inc. | 18 | $1.89K | 0.00% | +2+12.5% | Added |
| Farmers & Merchants Investments Inc | 20 | $2.10K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 21 | $2.20K | 0.00% | −2−8.7% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 21 | $2.20K | 0.00% | +21 | New |
| Versant Capital Management, Inc | 22 | $2.31K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 23 | $2.41K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 23 | $2.41K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 24 | $2.52K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 25 | $2.62K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 25 | $2.62K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 30 | $3.14K | 0.00% | −38−55.9% | Reduced |
| Mather Group, LLC. | 40 | $3.85K | 0.00% | +40 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 38 | $3.98K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 43 | $4.40K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 45 | $4.71K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 48 | $5.03K | 0.00% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 59 | $5.64K | 0.00% | +15+34.1% | Added |
| Cetera Trust Company, N.A | 55 | $5.76K | 0.00% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 57 | $5.97K | 0.00% | +57 | New |
| JJJ Advisors Inc. | 65 | $6.81K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 67 | $7.02K | 0.01% | +67 | New |
| GAMMA Investing LLC | 71 | $7.44K | 0.00% | +14+24.6% | Added |
| Key Financial Inc | 96 | $10.1K | 0.00% | 00.0% | Unchanged |
| Retirement Group, LLC | 113 | $11.8K | 0.00% | +5+4.6% | Added |
| Northwestern Mutual Wealth Management Co | 120 | $12.6K | 0.00% | +63+110.5% | Added |
| Planning Capital Management Corp | 143 | $15.0K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 159 | $16.7K | 0.00% | −14−8.1% | Reduced |
| Eagle Bay Advisors LLC | 160 | $16.8K | 0.01% | −35−17.9% | Reduced |
| LGT Financial Advisors LLC | 167 | $17.5K | 0.02% | 00.0% | Unchanged |
| Bessemer Group Inc | 178 | $19.0K | 0.00% | −11,176−98.4% | Reduced |
| Smithfield Trust Co | 185 | $20.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 201 | $21.0K | 0.01% | −20−9.0% | Reduced |
| Hantz Financial Services, Inc. | 215 | $23.0K | 0.00% | +190+760.0% | Added |
| Rise Advisors, LLC | 224 | $23.5K | 0.01% | +224 | New |
| Headlands Technologies LLC | 263 | $27.6K | 0.01% | +263 | New |
| Contravisory Investment Management, Inc. | 272 | $28.5K | 0.01% | 00.0% | Unchanged |
| SYSTM Wealth Solutions LLC | 291 | $30.5K | 0.00% | +54+22.8% | Added |
| Hexagon Capital Partners LLC | 292 | $30.6K | 0.01% | +79+37.1% | Added |
| Parallel Advisors, LLC | 296 | $31.0K | 0.00% | +31+11.7% | Added |
| Nomura Asset Management Co Ltd | 320 | $33.5K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 338 | $33.5K | 0.00% | −12−3.4% | Reduced |
| Huntington National Bank | 344 | $36.0K | 0.00% | +3+0.9% | Added |
| Signaturefd, LLC | 346 | $36.2K | 0.00% | +15+4.5% | Added |
| Smartleaf Asset Management LLC | 360 | $37.3K | 0.01% | +358+17,900.0% | Added |
| Venturi Wealth Management, LLC | 385 | $40.3K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 386 | $40.4K | 0.00% | −7−1.8% | Reduced |
| EverSource Wealth Advisors, LLC | 537 | $51.8K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 534 | $55.9K | 0.00% | +38+7.7% | Added |
| USA Financial Portformulas Corp | 673 | $70.5K | 0.01% | +673 | New |
| CWM, LLC | 857 | $90.0K | 0.00% | +305+55.3% | Added |
| Quadrant Capital Group LLC | 867 | $90.8K | 0.01% | 00.0% | Unchanged |
| HM Payson & Co | 935 | $98.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,007 | $105.5K | 0.00% | −6,895−87.3% | Reduced |
| SG Americas Securities, LLC | 1,019 | $107.0K | 0.00% | −2,078−67.1% | Reduced |
| KBC Group NV | 1,088 | $114.0K | 0.00% | +339+45.3% | Added |
| National Bank of Canada | 1,250 | $125.2K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 1,201 | $125.8K | 0.00% | +70+6.2% | Added |
| Central Pacific Bank - Trust Division | 1,260 | $128.8K | 0.02% | +1,260 | New |
| Catalyst Funds Management Pty Ltd | 1,700 | $178.1K | 0.05% | +1,700 | New |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,822 | $181.5K | 0.00% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 1,784 | $186.9K | 0.00% | −1,030−36.6% | Reduced |
| Shell Asset Management Co | 2,130 | $188.0K | 0.01% | −222−9.4% | Reduced |
| Dakota Wealth Management | 1,918 | $200.9K | 0.01% | −1,470−43.4% | Reduced |
| Lazard Asset Management LLC | 1,934 | $202.0K | 0.00% | −57−2.9% | Reduced |
| CIBC Private Wealth Group, LLC | 1,979 | $202.3K | 0.00% | +1,979 | New |
| GWM Advisors LLC | 1,945 | $203.8K | 0.00% | −65−3.2% | Reduced |
| Linden Thomas Advisory Services, LLC | 1,962 | $205.5K | 0.03% | +1,962 | New |
| Shelton Capital Management | 2,035 | $213.2K | 0.01% | +2,035 | New |
| HighTower Advisors, LLC | 2,054 | $215.0K | 0.00% | +2,054 | New |
| Mariner, LLC | 2,099 | $219.9K | 0.00% | −16,100−88.5% | Reduced |
| Kathmere Capital Management, LLC | 2,174 | $227.7K | 0.03% | +12+0.6% | Added |
| Profund Advisors LLC | 2,377 | $249.0K | 0.01% | −78−3.2% | Reduced |
| Metropolitan Life Insurance Co | 2,422 | $253.7K | 0.01% | −261−9.7% | Reduced |
| Cetera Investment Advisers | 2,475 | $259.3K | 0.00% | +2,475 | New |
| Verdence Capital Advisors LLC | 2,525 | $264.5K | 0.02% | −86−3.3% | Reduced |
| Aristides Capital LLC | 2,597 | $272.1K | 0.12% | +2,597 | New |
| Cim Investment Mangement Inc | 2,730 | $286.0K | 0.09% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 2,888 | $302.5K | 0.02% | +430+17.5% | Added |
| Essex Investment Management Co LLC | 2,900 | $303.8K | 0.06% | 00.0% | Unchanged |
| Assenagon Asset Management S.A. | 3,086 | $323.3K | 0.00% | −18,658−85.8% | Reduced |