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 |
|---|---|---|---|---|---|
| Quadrature Capital Ltd | 3,469 | $305.6K | 0.01% | +3,469 | New |
| Bailard, Inc. | 3,400 | $299.8K | 0.01% | +3,400 | New |
| Coldstream Capital Management Inc | 3,387 | $298.6K | 0.01% | +23+0.7% | Added |
| Quantedge Capital Pte Ltd | 3,300 | $291.0K | 0.11% | −2,300−41.1% | Reduced |
| HSBC Holdings PLC | 3,103 | $273.9K | 0.00% | −1,285−29.3% | Reduced |
| Essex Investment Management Co LLC | 2,900 | $255.7K | 0.05% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 2,893 | $255.1K | 0.02% | +5+0.2% | Added |
| Oppenheimer Asset Management Inc. | 2,769 | $244.1K | 0.00% | +2,769 | New |
| Bayesian Capital Management, LP | 2,731 | $240.8K | 0.03% | +2,731 | New |
| Cetera Investment Advisers | 2,588 | $228.2K | 0.00% | +113+4.6% | Added |
| Verdence Capital Advisors LLC | 2,525 | $222.6K | 0.02% | 00.0% | Unchanged |
| nVerses Capital, LLC | 2,200 | $194.0K | 0.12% | +2,200 | New |
| Public Employees Retirement System of Ohio | 2,162 | $190.6K | 0.00% | +2,162 | New |
| Headlands Technologies LLC | 2,138 | $188.5K | 0.02% | +1,875+712.9% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,822 | $187.9K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 1,995 | $174.0K | 0.00% | +16+0.8% | Added |
| Wolverine Asset Management LLC | 1,784 | $157.3K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 1,562 | $137.7K | 0.02% | −3,966−71.7% | Reduced |
| LRI Investments, LLC | 1,537 | $135.5K | 0.02% | +1,537 | New |
| Advisor Group Holdings, Inc. | 1,436 | $126.6K | 0.00% | +235+19.6% | Added |
| KBC Group NV | 1,424 | $126.0K | 0.00% | +336+30.9% | Added |
| Innealta Capital, LLC | 1,009 | $89.0K | 0.03% | +1,009 | New |
| HM Payson & Co | 935 | $82.4K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 916 | $81.0K | 0.00% | +59+6.9% | Added |
| Quadrant Capital Group LLC | 867 | $76.4K | 0.01% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 569 | $50.2K | 0.00% | +35+6.6% | Added |
| EverSource Wealth Advisors, LLC | 470 | $44.5K | 0.00% | −67−12.5% | Reduced |
| Quarry LP | 420 | $37.0K | 0.02% | +420 | New |
| Parallel Advisors, LLC | 413 | $36.4K | 0.00% | +117+39.5% | Added |
| Fifth Third Bancorp | 411 | $36.2K | 0.00% | +25+6.5% | Added |
| Catalyst Funds Management Pty Ltd | 400 | $35.3K | 0.01% | −1,300−76.5% | Reduced |
| Venturi Wealth Management, LLC | 385 | $33.9K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 382 | $33.6K | 0.01% | +22+6.1% | Added |
| Signaturefd, LLC | 341 | $30.1K | 0.00% | −5−1.4% | Reduced |
| Hexagon Capital Partners LLC | 339 | $29.9K | 0.01% | +47+16.1% | Added |
| Huntington National Bank | 335 | $29.5K | 0.00% | −9−2.6% | Reduced |
| Nomura Asset Management Co Ltd | 320 | $28.2K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 224 | $19.8K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 203 | $18.0K | 0.01% | +2+1.0% | Added |
| Smithfield Trust Co | 185 | $17.0K | 0.00% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 190 | $16.8K | 0.00% | −82−30.1% | Reduced |
| Northwestern Mutual Wealth Management Co | 167 | $14.7K | 0.00% | +47+39.2% | Added |
| LGT Financial Advisors LLC | 167 | $14.7K | 0.03% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 159 | $14.0K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 145 | $12.8K | 0.00% | −1,800−92.5% | Reduced |
| Planning Capital Management Corp | 143 | $12.6K | 0.01% | 00.0% | Unchanged |
| GAMMA Investing LLC | 128 | $11.3K | 0.00% | +57+80.3% | Added |
| Eagle Bay Advisors LLC | 100 | $8.82K | 0.01% | −60−37.5% | Reduced |
| Key Financial Inc | 96 | $8.46K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 79 | $6.97K | 0.01% | +12+17.9% | Added |
| SRS Capital Advisors, Inc. | 77 | $6.79K | 0.00% | +77 | New |
| JJJ Advisors Inc. | 65 | $5.73K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 64 | $5.64K | 0.00% | +55+611.1% | Added |
| Farther Finance Advisors, LLC | 62 | $5.38K | 0.00% | +19+44.2% | Added |
| Ronald Blue Trust, Inc. | 48 | $5.03K | 0.00% | +48 | New |
| Cetera Trust Company, N.A | 55 | $4.85K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 49 | $4.32K | 0.00% | +42+600.0% | Added |
| Mather Group, LLC. | 40 | $4.19K | 0.00% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 47 | $4.14K | 0.00% | +47 | New |
| Bessemer Group Inc | 44 | $4.00K | 0.00% | −134−75.3% | Reduced |
| Central Trust Co | 45 | $3.97K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 45 | $3.97K | 0.00% | −99,205−100.0% | Reduced |
| 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 |
| Stephens Consulting, LLC | 34 | $3.00K | 0.00% | +34 | New |
| J.Safra Asset Management Corp | 32 | $2.82K | 0.00% | +32 | New |
| Private Wealth Management Group, LLC | 30 | $2.65K | 0.00% | +7+30.4% | Added |
| Steward Partners Investment Advisory, LLC | 30 | $2.65K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 25 | $2.21K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 24 | $2.12K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 23 | $2.03K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 22 | $1.94K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 21 | $1.85K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 20 | $1.76K | 0.00% | 00.0% | Unchanged |
| 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 |
| Harbour Investments, Inc. | 16 | $1.41K | 0.00% | +16 | New |
| DiNuzzo Private Wealth, Inc. | 12 | $1.06K | 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 |
| TD Waterhouse Canada Inc. | 12 | $1.04K | 0.00% | −1−7.7% | Reduced |
| Cullen/Frost Bankers, Inc. | 10 | $882 | 0.00% | +10 | New |
| Horizon Investments, LLC | 8 | $705 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 5 | $514 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 5 | $441 | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 5 | $441 | 0.00% | +5 | New |
| Wetzel Investment Advisors, Inc. | 4 | $419 | 0.00% | −55−93.2% | Reduced |
| 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 |
| Parkside Financial Bank & Trust | 2 | $177 | 0.00% | −8−80.0% | Reduced |
| MV Capital Management, Inc. | 2 | $177 | 0.00% | +2 | New |
| Private Trust Co NA | 2 | $176 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $89 | 0.00% | +1 | New |
| Avion Wealth | 7 | $0 | 0.00% | 00.0% | Unchanged |
| Millennium Management LLC | 0 | $0 | 0.00% | −206,319−100.0% | Sold out |
| Fort Washington Investment Advisors Inc | 0 | $0 | 0.00% | −135,877−100.0% | Sold out |
| American International Group, Inc. | 0 | $0 | 0.00% | −84,830−100.0% | Sold out |
| Texas Permanent School Fund | 0 | $0 | 0.00% | −41,309−100.0% | Sold out |
| Susquehanna Portfolio Strategies, LLC | 0 | $0 | 0.00% | −24,464−100.0% | Sold out |