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 2024
Institutional positions in Everforth Inc as of Jun 30, 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
- 295
- +20 vs. Q1 2024
- Shares held
- 43.2M
- −465.5K (−1.1%) vs. Q1 2024
- Total value
- $3.81B
- −$764.4M (−16.7%) vs. Q1 2024
- New holders
- 57
- 85 more added
- Sold out
- 37
- 104 more reduced
4 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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 2024
Shares, value and share of portfolio for each institution holding Everforth Inc; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Avion Wealth | 7 | $0 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $89 | 0.00% | +1 | New |
| Private Trust Co NA | 2 | $176 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 2 | $177 | 0.00% | −8−80.0% | Reduced |
| MV Capital Management, Inc. | 2 | $177 | 0.00% | +2 | New |
| Valued Wealth Advisors LLC | 3 | $265 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 3 | $265 | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 3 | $265 | 0.00% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 4 | $419 | 0.00% | −55−93.2% | Reduced |
| Rothschild Investment LLC | 5 | $441 | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 5 | $441 | 0.00% | +5 | New |
| Allworth Financial LP | 5 | $514 | 0.00% | 00.0% | Unchanged |
| Horizon Investments, LLC | 8 | $705 | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 10 | $882 | 0.00% | +10 | New |
| TD Waterhouse Canada Inc. | 12 | $1.04K | 0.00% | −1−7.7% | Reduced |
| Umb Bank N A | 12 | $1.06K | 0.00% | −4−25.0% | Reduced |
| Global Retirement Partners, LLC | 12 | $1.06K | 0.00% | +1+9.1% | Added |
| DiNuzzo Private Wealth, Inc. | 12 | $1.06K | 0.00% | −1−7.7% | Reduced |
| Harbour Investments, Inc. | 16 | $1.41K | 0.00% | +16 | New |
| SJS Investment Consulting Inc. | 17 | $1.50K | 0.00% | −1−5.6% | Reduced |
| IFP Advisors, Inc | 17 | $1.50K | 0.00% | +6+54.5% | Added |
| Farmers & Merchants Investments Inc | 20 | $1.76K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 21 | $1.85K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 22 | $1.94K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 23 | $2.03K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 24 | $2.12K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 25 | $2.21K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 30 | $2.65K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 30 | $2.65K | 0.00% | +7+30.4% | Added |
| J.Safra Asset Management Corp | 32 | $2.82K | 0.00% | +32 | New |
| Stephens Consulting, LLC | 34 | $3.00K | 0.00% | +34 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 38 | $3.35K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 38 | $3.35K | 0.00% | +13+52.0% | Added |
| Allspring Global Investments Holdings, LLC | 45 | $3.97K | 0.00% | −99,205−100.0% | Reduced |
| Central Trust Co | 45 | $3.97K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 44 | $4.00K | 0.00% | −134−75.3% | Reduced |
| Ashton Thomas Private Wealth, LLC | 47 | $4.14K | 0.00% | +47 | New |
| Mather Group, LLC. | 40 | $4.19K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 49 | $4.32K | 0.00% | +42+600.0% | Added |
| Cetera Trust Company, N.A | 55 | $4.85K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 48 | $5.03K | 0.00% | +48 | New |
| Farther Finance Advisors, LLC | 62 | $5.38K | 0.00% | +19+44.2% | Added |
| Massmutual Trust Co FSB | 64 | $5.64K | 0.00% | +55+611.1% | Added |
| JJJ Advisors Inc. | 65 | $5.73K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 77 | $6.79K | 0.00% | +77 | New |
| Frazier Financial Advisors, LLC | 79 | $6.97K | 0.01% | +12+17.9% | Added |
| Key Financial Inc | 96 | $8.46K | 0.00% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 100 | $8.82K | 0.01% | −60−37.5% | Reduced |
| GAMMA Investing LLC | 128 | $11.3K | 0.00% | +57+80.3% | Added |
| Planning Capital Management Corp | 143 | $12.6K | 0.01% | 00.0% | Unchanged |
| GWM Advisors LLC | 145 | $12.8K | 0.00% | −1,800−92.5% | Reduced |
| AdvisorNet Financial, Inc | 159 | $14.0K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 167 | $14.7K | 0.03% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 167 | $14.7K | 0.00% | +47+39.2% | Added |
| Contravisory Investment Management, Inc. | 190 | $16.8K | 0.00% | −82−30.1% | Reduced |
| Smithfield Trust Co | 185 | $17.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 203 | $18.0K | 0.01% | +2+1.0% | Added |
| Rise Advisors, LLC | 224 | $19.8K | 0.01% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 320 | $28.2K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 335 | $29.5K | 0.00% | −9−2.6% | Reduced |
| Hexagon Capital Partners LLC | 339 | $29.9K | 0.01% | +47+16.1% | Added |
| Signaturefd, LLC | 341 | $30.1K | 0.00% | −5−1.4% | Reduced |
| Smartleaf Asset Management LLC | 382 | $33.6K | 0.01% | +22+6.1% | Added |
| Venturi Wealth Management, LLC | 385 | $33.9K | 0.00% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 400 | $35.3K | 0.01% | −1,300−76.5% | Reduced |
| Fifth Third Bancorp | 411 | $36.2K | 0.00% | +25+6.5% | Added |
| Parallel Advisors, LLC | 413 | $36.4K | 0.00% | +117+39.5% | Added |
| Quarry LP | 420 | $37.0K | 0.02% | +420 | New |
| EverSource Wealth Advisors, LLC | 470 | $44.5K | 0.00% | −67−12.5% | Reduced |
| Nisa Investment Advisors, LLC | 569 | $50.2K | 0.00% | +35+6.6% | Added |
| Quadrant Capital Group LLC | 867 | $76.4K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 916 | $81.0K | 0.00% | +59+6.9% | Added |
| HM Payson & Co | 935 | $82.4K | 0.00% | 00.0% | Unchanged |
| Innealta Capital, LLC | 1,009 | $89.0K | 0.03% | +1,009 | New |
| KBC Group NV | 1,424 | $126.0K | 0.00% | +336+30.9% | Added |
| Advisor Group Holdings, Inc. | 1,436 | $126.6K | 0.00% | +235+19.6% | Added |
| LRI Investments, LLC | 1,537 | $135.5K | 0.02% | +1,537 | New |
| State of Wyoming | 1,562 | $137.7K | 0.02% | −3,966−71.7% | Reduced |
| Wolverine Asset Management LLC | 1,784 | $157.3K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 1,995 | $174.0K | 0.00% | +16+0.8% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,822 | $187.9K | 0.00% | 00.0% | Unchanged |
| Headlands Technologies LLC | 2,138 | $188.5K | 0.02% | +1,875+712.9% | Added |
| Public Employees Retirement System of Ohio | 2,162 | $190.6K | 0.00% | +2,162 | New |
| nVerses Capital, LLC | 2,200 | $194.0K | 0.12% | +2,200 | New |
| Verdence Capital Advisors LLC | 2,525 | $222.6K | 0.02% | 00.0% | Unchanged |
| Cetera Investment Advisers | 2,588 | $228.2K | 0.00% | +113+4.6% | Added |
| Bayesian Capital Management, LP | 2,731 | $240.8K | 0.03% | +2,731 | New |
| Oppenheimer Asset Management Inc. | 2,769 | $244.1K | 0.00% | +2,769 | New |
| Mount Yale Investment Advisors, LLC | 2,893 | $255.1K | 0.02% | +5+0.2% | Added |
| Essex Investment Management Co LLC | 2,900 | $255.7K | 0.05% | 00.0% | Unchanged |
| HSBC Holdings PLC | 3,103 | $273.9K | 0.00% | −1,285−29.3% | Reduced |
| Quantedge Capital Pte Ltd | 3,300 | $291.0K | 0.11% | −2,300−41.1% | Reduced |
| Coldstream Capital Management Inc | 3,387 | $298.6K | 0.01% | +23+0.7% | Added |
| Bailard, Inc. | 3,400 | $299.8K | 0.01% | +3,400 | New |
| Quadrature Capital Ltd | 3,469 | $305.6K | 0.01% | +3,469 | New |
| MQS Management LLC | 3,509 | $309.4K | 0.19% | +3,509 | New |
| Two Sigma Securities, LLC | 3,588 | $316.4K | 0.02% | +3,588 | New |
| Vestcor Inc | 3,606 | $318.0K | 0.01% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 3,660 | $322.7K | 0.01% | −223−5.7% | Reduced |
| Lindenwold Advisors | 3,761 | $331.6K | 0.18% | −112−2.9% | Reduced |