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, Q3 2024
Institutional positions in Everforth Inc as of Sep 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
- 294
- +1 vs. Q2 2024
- Shares held
- 42.6M
- +5.28M (+14.2%) vs. Q2 2024
- Total value
- $3.97B
- +$681.0M (+20.7%) vs. Q2 2024
- New holders
- 39
- 93 more added
- Sold out
- 38
- 110 more reduced
2 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Everforth Inc; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Avion Wealth | 7 | $0 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $94 | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 2 | $186 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 2 | $187 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 3 | $280 | 0.00% | −46−93.9% | Reduced |
| Bruce G. Allen Investments, LLC | 3 | $280 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 3 | $280 | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 3 | $280 | 0.00% | 00.0% | Unchanged |
| Claris Advisors, LLC | 3 | $280 | 0.00% | +3 | New |
| CVA Family Office, LLC | 5 | $466 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 5 | $467 | 0.00% | 00.0% | Unchanged |
| Horizon Investments, LLC | 8 | $746 | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 8 | $746 | 0.00% | +8 | New |
| Capital Performance Advisors LLP | 8 | $746 | 0.00% | +8 | New |
| Massmutual Trust Co FSB | 10 | $932 | 0.00% | −54−84.4% | Reduced |
| DiNuzzo Private Wealth, Inc. | 11 | $1.03K | 0.00% | −1−8.3% | Reduced |
| Mather Group, LLC. | 12 | $1.12K | 0.00% | −28−70.0% | Reduced |
| Global Retirement Partners, LLC | 12 | $1.12K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 12 | $1.12K | 0.00% | 00.0% | Unchanged |
| Ashton Thomas Securities, LLC | 13 | $1.21K | 0.00% | +13 | New |
| SJS Investment Consulting Inc. | 14 | $1.31K | 0.00% | −3−17.6% | Reduced |
| Harbour Investments, Inc. | 16 | $1.49K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 18 | $1.68K | 0.00% | −402−95.7% | Reduced |
| First Horizon Advisors, Inc. | 18 | $1.68K | 0.00% | −3−14.3% | Reduced |
| IFP Advisors, Inc | 18 | $1.68K | 0.00% | +1+5.9% | Added |
| Farmers & Merchants Investments Inc | 20 | $1.86K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 22 | $2.05K | 0.00% | +22 | New |
| WealthCollab, LLC | 24 | $2.24K | 0.00% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 27 | $2.52K | 0.00% | +27 | New |
| Versant Capital Management, Inc | 28 | $2.61K | 0.00% | +6+27.3% | Added |
| JFS Wealth Advisors, LLC | 28 | $2.61K | 0.00% | +5+21.7% | Added |
| Private Wealth Management Group, LLC | 30 | $2.80K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 30 | $2.80K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 31 | $2.89K | 0.00% | +6+24.0% | Added |
| Northwest Financial Advisors | 32 | $2.98K | 0.00% | +32 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 38 | $3.54K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 38 | $3.54K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 40 | $3.73K | 0.00% | +35+700.0% | Added |
| Allspring Global Investments Holdings, LLC | 45 | $4.20K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 45 | $4.20K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 50 | $4.67K | 0.00% | +50 | New |
| Cetera Trust Company, N.A | 55 | $5.13K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 56 | $5.22K | 0.00% | −414−88.1% | Reduced |
| Farther Finance Advisors, LLC | 59 | $5.50K | 0.00% | −3−4.8% | Reduced |
| Eagle Bay Advisors LLC | 64 | $5.97K | 0.00% | −36−36.0% | Reduced |
| Umb Bank N A | 69 | $6.43K | 0.00% | +57+475.0% | Added |
| Hemington Wealth Management | 81 | $7.00K | 0.00% | +81 | New |
| SRS Capital Advisors, Inc. | 77 | $7.18K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 96 | $8.95K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 94 | $9.00K | 0.00% | +50+113.6% | Added |
| Planning Capital Management Corp | 143 | $13.3K | 0.01% | 00.0% | Unchanged |
| GWM Advisors LLC | 145 | $13.5K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 159 | $14.8K | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 167 | $15.6K | 0.04% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 170 | $15.8K | 0.00% | +3+1.8% | Added |
| Smithfield Trust Co | 185 | $17.0K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 197 | $18.4K | 0.00% | +69+53.9% | Added |
| Covestor Ltd | 201 | $19.0K | 0.01% | −2−1.0% | Reduced |
| Rise Advisors, LLC | 224 | $20.9K | 0.01% | 00.0% | Unchanged |
| Huntington National Bank | 227 | $21.2K | 0.00% | −108−32.2% | Reduced |
| V-Square Quantitative Management LLC | 262 | $24.4K | 0.00% | +262 | New |
| J.Safra Asset Management Corp | 289 | $27.0K | 0.00% | +257+803.1% | Added |
| Parallel Advisors, LLC | 302 | $28.2K | 0.00% | −111−26.9% | Reduced |
| GeoWealth Management, LLC | 307 | $28.6K | 0.00% | +307 | New |
| Nomura Asset Management Co Ltd | 320 | $29.8K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 341 | $31.8K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 364 | $33.9K | 0.01% | +25+7.4% | Added |
| Venturi Wealth Management, LLC | 385 | $35.9K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 437 | $40.8K | 0.00% | +55+14.4% | Added |
| Fifth Third Bancorp | 471 | $43.9K | 0.00% | +60+14.6% | Added |
| Nisa Investment Advisors, LLC | 490 | $45.7K | 0.00% | −79−13.9% | Reduced |
| Ronald Blue Trust, Inc. | 817 | $72.0K | 0.00% | +769+1,602.1% | Added |
| Quadrant Capital Group LLC | 849 | $79.2K | 0.01% | −18−2.1% | Reduced |
| HM Payson & Co | 935 | $87.2K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 940 | $88.0K | 0.00% | +24+2.6% | Added |
| Catalyst Funds Management Pty Ltd | 1,100 | $102.6K | 0.02% | +700+175.0% | Added |
| Public Employees Retirement System of Ohio | 1,287 | $120.0K | 0.00% | −875−40.5% | Reduced |
| KBC Group NV | 1,424 | $133.0K | 0.00% | 00.0% | Unchanged |
| Truist Financial Corp | 1,484 | $138.4K | 0.00% | −148,425−99.0% | Reduced |
| LRI Investments, LLC | 1,600 | $146.8K | 0.01% | +63+4.1% | Added |
| Wolverine Asset Management LLC | 1,784 | $166.3K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 1,808 | $168.6K | 0.00% | −187−9.4% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,822 | $171.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,882 | $175.5K | 0.00% | −10,445−84.7% | Reduced |
| Advisor Group Holdings, Inc. | 1,900 | $177.1K | 0.00% | +464+32.3% | Added |
| Shell Asset Management Co | 2,014 | $188.0K | 0.01% | +2,014 | New |
| Linden Thomas Advisory Services, LLC | 2,170 | $202.3K | 0.03% | +2,170 | New |
| Cim Investment Mangement Inc | 2,204 | $205.5K | 0.06% | +2,204 | New |
| Kathmere Capital Management, LLC | 2,314 | $215.7K | 0.02% | +2,314 | New |
| Aristides Capital LLC | 2,412 | $224.9K | 0.09% | +2,412 | New |
| Brighton Jones LLC | 2,466 | $229.9K | 0.01% | −2,314−48.4% | Reduced |
| XTX Topco Ltd | 2,537 | $236.5K | 0.02% | −2,617−50.8% | Reduced |
| Edgestream Partners, L.P. | 2,559 | $238.6K | 0.01% | +2,559 | New |
| Cetera Investment Advisers | 2,590 | $241.5K | 0.00% | +2+0.1% | Added |
| Walleye Capital LLC | 2,595 | $241.9K | 0.00% | +2,595 | New |
| American Century Companies Inc | 2,645 | $246.6K | 0.00% | −27,802−91.3% | Reduced |
| Mount Yale Investment Advisors, LLC | 2,880 | $268.5K | 0.03% | −13−0.4% | Reduced |
| Essex Investment Management Co LLC | 2,900 | $270.4K | 0.05% | 00.0% | Unchanged |
| Deerfield Management Company, L.P. (Series C) | 2,911 | $271.4K | 0.00% | +2,911 | New |
| Oppenheimer Asset Management Inc. | 2,913 | $271.6K | 0.00% | +144+5.2% | Added |