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 |
|---|---|---|---|---|---|
| Cetera Investment Advisers | 2,590 | $241.5K | 0.00% | +2+0.1% | Added |
| Edgestream Partners, L.P. | 2,559 | $238.6K | 0.01% | +2,559 | New |
| XTX Topco Ltd | 2,537 | $236.5K | 0.02% | −2,617−50.8% | Reduced |
| Brighton Jones LLC | 2,466 | $229.9K | 0.01% | −2,314−48.4% | Reduced |
| Aristides Capital LLC | 2,412 | $224.9K | 0.09% | +2,412 | New |
| Kathmere Capital Management, LLC | 2,314 | $215.7K | 0.02% | +2,314 | New |
| Cim Investment Mangement Inc | 2,204 | $205.5K | 0.06% | +2,204 | New |
| Linden Thomas Advisory Services, LLC | 2,170 | $202.3K | 0.03% | +2,170 | New |
| Shell Asset Management Co | 2,014 | $188.0K | 0.01% | +2,014 | New |
| Advisor Group Holdings, Inc. | 1,900 | $177.1K | 0.00% | +464+32.3% | Added |
| Tower Research Capital LLC (TRC) | 1,882 | $175.5K | 0.00% | −10,445−84.7% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,822 | $171.0K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 1,808 | $168.6K | 0.00% | −187−9.4% | Reduced |
| Wolverine Asset Management LLC | 1,784 | $166.3K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 1,600 | $146.8K | 0.01% | +63+4.1% | Added |
| Truist Financial Corp | 1,484 | $138.4K | 0.00% | −148,425−99.0% | Reduced |
| KBC Group NV | 1,424 | $133.0K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 1,287 | $120.0K | 0.00% | −875−40.5% | Reduced |
| Catalyst Funds Management Pty Ltd | 1,100 | $102.6K | 0.02% | +700+175.0% | Added |
| CWM, LLC | 940 | $88.0K | 0.00% | +24+2.6% | Added |
| HM Payson & Co | 935 | $87.2K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 849 | $79.2K | 0.01% | −18−2.1% | Reduced |
| Ronald Blue Trust, Inc. | 817 | $72.0K | 0.00% | +769+1,602.1% | Added |
| Nisa Investment Advisors, LLC | 490 | $45.7K | 0.00% | −79−13.9% | Reduced |
| Fifth Third Bancorp | 471 | $43.9K | 0.00% | +60+14.6% | Added |
| Smartleaf Asset Management LLC | 437 | $40.8K | 0.00% | +55+14.4% | Added |
| Venturi Wealth Management, LLC | 385 | $35.9K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 364 | $33.9K | 0.01% | +25+7.4% | Added |
| Signaturefd, LLC | 341 | $31.8K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 320 | $29.8K | 0.00% | 00.0% | Unchanged |
| GeoWealth Management, LLC | 307 | $28.6K | 0.00% | +307 | New |
| Parallel Advisors, LLC | 302 | $28.2K | 0.00% | −111−26.9% | Reduced |
| J.Safra Asset Management Corp | 289 | $27.0K | 0.00% | +257+803.1% | Added |
| V-Square Quantitative Management LLC | 262 | $24.4K | 0.00% | +262 | New |
| Huntington National Bank | 227 | $21.2K | 0.00% | −108−32.2% | Reduced |
| Rise Advisors, LLC | 224 | $20.9K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 201 | $19.0K | 0.01% | −2−1.0% | Reduced |
| GAMMA Investing LLC | 197 | $18.4K | 0.00% | +69+53.9% | Added |
| Smithfield Trust Co | 185 | $17.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 170 | $15.8K | 0.00% | +3+1.8% | Added |
| LGT Financial Advisors LLC | 167 | $15.6K | 0.04% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 159 | $14.8K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 145 | $13.5K | 0.00% | 00.0% | Unchanged |
| Planning Capital Management Corp | 143 | $13.3K | 0.01% | 00.0% | Unchanged |
| Bessemer Group Inc | 94 | $9.00K | 0.00% | +50+113.6% | Added |
| Key Financial Inc | 96 | $8.95K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 77 | $7.18K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 81 | $7.00K | 0.00% | +81 | New |
| Umb Bank N A | 69 | $6.43K | 0.00% | +57+475.0% | Added |
| Eagle Bay Advisors LLC | 64 | $5.97K | 0.00% | −36−36.0% | Reduced |
| Farther Finance Advisors, LLC | 59 | $5.50K | 0.00% | −3−4.8% | Reduced |
| EverSource Wealth Advisors, LLC | 56 | $5.22K | 0.00% | −414−88.1% | Reduced |
| Cetera Trust Company, N.A | 55 | $5.13K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 50 | $4.67K | 0.00% | +50 | New |
| Central Trust Co | 45 | $4.20K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 45 | $4.20K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 40 | $3.73K | 0.00% | +35+700.0% | Added |
| 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 |
| Northwest Financial Advisors | 32 | $2.98K | 0.00% | +32 | New |
| Bell Investment Advisors, Inc | 31 | $2.89K | 0.00% | +6+24.0% | 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 |
| JFS Wealth Advisors, LLC | 28 | $2.61K | 0.00% | +5+21.7% | Added |
| Versant Capital Management, Inc | 28 | $2.61K | 0.00% | +6+27.3% | Added |
| Aster Capital Management (DIFC) Ltd | 27 | $2.52K | 0.00% | +27 | New |
| WealthCollab, LLC | 24 | $2.24K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 22 | $2.05K | 0.00% | +22 | New |
| Farmers & Merchants Investments Inc | 20 | $1.86K | 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 |
| Harbour Investments, Inc. | 16 | $1.49K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 14 | $1.31K | 0.00% | −3−17.6% | Reduced |
| Ashton Thomas Securities, LLC | 13 | $1.21K | 0.00% | +13 | New |
| 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 |
| DiNuzzo Private Wealth, Inc. | 11 | $1.03K | 0.00% | −1−8.3% | Reduced |
| Massmutual Trust Co FSB | 10 | $932 | 0.00% | −54−84.4% | Reduced |
| 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 |
| Allworth Financial LP | 5 | $467 | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 5 | $466 | 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 |
| Parkside Financial Bank & Trust | 2 | $187 | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 2 | $186 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 1 | $94 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 7 | $0 | 0.00% | 00.0% | Unchanged |
| Vaughan Nelson Investment Management, L.P. | 0 | $0 | 0.00% | −580,937−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −73,219−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −70,752−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −64,853−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −53,731−100.0% | Sold out |
| Caisse de Depot Et Placement du Quebec | 0 | $0 | 0.00% | −40,000−100.0% | Sold out |