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 2025
Institutional positions in Everforth Inc as of Mar 31, 2025. 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
- 303
- +1 vs. Q4 2024
- Shares held
- 42.8M
- −17.7K (0.0%) vs. Q4 2024
- Total value
- $2.70B
- −$872.7M (−24.4%) vs. Q4 2024
- New holders
- 46
- 110 more added
- Sold out
- 45
- 101 more reduced
5 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Everforth Inc; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Capital Advisors, Ltd. LLC | 4 | $0 | 0.00% | +4 | New |
| Avion Wealth | 7 | $0 | 0.00% | +7 | New |
| Parkworth Wealth Management, Inc. | 1 | $63 | 0.00% | −1−50.0% | Reduced |
| SBI Securities Co., Ltd. | 1 | $63 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 1 | $63 | 0.00% | +1 | New |
| HFM Investment Advisors, LLC | 1 | $64 | 0.00% | +1 | New |
| Parkside Financial Bank & Trust | 2 | $127 | 0.00% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 2 | $127 | 0.00% | +2 | New |
| Bruce G. Allen Investments, LLC | 3 | $189 | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 3 | $190 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 4 | $252 | 0.00% | −5−55.6% | Reduced |
| Global Financial Private Client, LLC | 5 | $315 | 0.00% | +2+66.7% | Added |
| DiNuzzo Private Wealth, Inc. | 5 | $316 | 0.00% | −6−54.5% | Reduced |
| WealthTrak Capital Management LLC | 5 | $316 | 0.00% | +5 | New |
| Activest Wealth Management | 7 | $441 | 0.00% | +7 | New |
| SJS Investment Consulting Inc. | 7 | $442 | 0.00% | −5−41.7% | Reduced |
| South State Corp. | 7 | $442 | 0.00% | +7 | New |
| Clearstead Advisors, LLC | 7 | $442 | 0.00% | +7 | New |
| Bokf, NA | 8 | $504 | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 8 | $505 | 0.00% | +8 | New |
| Private Wealth Management Group, LLC | 9 | $568 | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 9 | $568 | 0.00% | +9 | New |
| Manchester Capital Management LLC | 11 | $694 | 0.00% | +11 | New |
| TD Waterhouse Canada Inc. | 12 | $752 | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 12 | $756 | 0.00% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 14 | $882 | 0.00% | +14 | New |
| Rothschild Investment LLC | 15 | $945 | 0.00% | −10−40.0% | Reduced |
| Hantz Financial Services, Inc. | 8 | $1.00K | 0.00% | +8 | New |
| Harbour Investments, Inc. | 16 | $1.01K | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 17 | $1.07K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 18 | $1.13K | 0.00% | +18 | New |
| CVA Family Office, LLC | 18 | $1.13K | 0.00% | +18 | New |
| Bell Investment Advisors, Inc | 18 | $1.14K | 0.00% | +18 | New |
| WPG Advisers, LLC | 20 | $1.26K | 0.00% | +20 | New |
| Stephens Consulting, LLC | 20 | $1.26K | 0.00% | +20 | New |
| IFP Advisors, Inc | 26 | $1.64K | 0.00% | −4−13.3% | Reduced |
| TD Capital Management LLC | 26 | $1.64K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 32 | $1.66K | 0.00% | +27+540.0% | Added |
| True Wealth Design, LLC | 29 | $1.83K | 0.00% | +29 | New |
| Steward Partners Investment Advisory, LLC | 30 | $1.89K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 31 | $1.95K | 0.00% | −4−11.4% | Reduced |
| Farmers & Merchants Investments Inc | 36 | $2.27K | 0.00% | +16+80.0% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 38 | $2.40K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 43 | $2.71K | 0.00% | +29+207.1% | Added |
| MJT & Associates Financial Advisory Group, Inc. | 43 | $2.71K | 0.00% | +43 | New |
| Farther Finance Advisors, LLC | 45 | $2.82K | 0.00% | +2+4.7% | Added |
| Central Trust Co | 45 | $2.84K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 46 | $2.90K | 0.00% | −34−42.5% | Reduced |
| SRS Capital Advisors, Inc. | 49 | $3.09K | 0.00% | +49 | New |
| Private Trust Co NA | 61 | $3.84K | 0.00% | −12−16.4% | Reduced |
| Hemington Wealth Management | 74 | $4.00K | 0.00% | −5−6.3% | Reduced |
| Quarry LP | 72 | $4.54K | 0.00% | +52+260.0% | Added |
| Covestor Ltd | 96 | $6.00K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 103 | $6.49K | 0.00% | +101+5,050.0% | Added |
| Advisors Asset Management, Inc. | 111 | $7.00K | 0.00% | −19−14.6% | Reduced |
| Northwestern Mutual Wealth Management Co | 113 | $7.12K | 0.00% | −57−33.5% | Reduced |
| Massmutual Trust Co FSB | 119 | $7.50K | 0.00% | +100+526.3% | Added |
| Bessemer Group Inc | 144 | $9.00K | 0.00% | −13−8.3% | Reduced |
| GWM Advisors LLC | 145 | $9.14K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 185 | $12.0K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 191 | $12.0K | 0.00% | −4−2.1% | Reduced |
| Rise Advisors, LLC | 224 | $14.1K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 236 | $14.9K | 0.00% | −21−8.2% | Reduced |
| Fifth Third Bancorp | 281 | $17.7K | 0.00% | −147−34.3% | Reduced |
| Smartleaf Asset Management LLC | 366 | $23.1K | 0.00% | −22−5.7% | Reduced |
| Hexagon Capital Partners LLC | 379 | $23.9K | 0.00% | +35+10.2% | Added |
| Lindbrook Capital, LLC | 382 | $24.1K | 0.00% | +350+1,093.8% | Added |
| Optiver Holding B.V. | 453 | $28.5K | 0.00% | +453 | New |
| Nisa Investment Advisors, LLC | 456 | $28.7K | 0.00% | −6−1.3% | Reduced |
| Caitong International Asset Management Co., Ltd | 465 | $29.3K | 0.02% | −11−2.3% | Reduced |
| Versant Capital Management, Inc | 487 | $30.7K | 0.01% | +459+1,639.3% | Added |
| J.Safra Asset Management Corp | 488 | $30.8K | 0.00% | +60+14.0% | Added |
| Parallel Advisors, LLC | 489 | $30.8K | 0.00% | +159+48.2% | Added |
| Umb Bank N A | 549 | $34.6K | 0.00% | +387+238.9% | Added |
| Ronald Blue Trust, Inc. | 605 | $38.1K | 0.00% | +33+5.8% | Added |
| Nomura Asset Management Co Ltd | 660 | $41.6K | 0.00% | +340+106.3% | Added |
| CIBC Private Wealth Group, LLC | 786 | $44.7K | 0.00% | +18+2.3% | Added |
| Headlands Technologies LLC | 836 | $52.7K | 0.01% | −222−21.0% | Reduced |
| Jones Financial Companies LLLP | 865 | $54.5K | 0.00% | +96+12.5% | Added |
| HM Payson & Co | 935 | $58.9K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 975 | $61.4K | 0.01% | −625−39.1% | Reduced |
| GAMMA Investing LLC | 1,045 | $65.9K | 0.00% | +908+662.8% | Added |
| CWM, LLC | 1,181 | $74.0K | 0.00% | +252+27.1% | Added |
| Clear Street Markets LLC | 1,256 | $79.2K | 0.05% | +1,256 | New |
| Walleye Trading LLC | 1,352 | $85.2K | 0.00% | +1,352 | New |
| STRS Ohio | 1,400 | $88.2K | 0.00% | −700−33.3% | Reduced |
| Advisor Group Holdings, Inc. | 1,524 | $96.0K | 0.00% | −358−19.0% | Reduced |
| GHP Investment Advisors, Inc. | 1,599 | $100.8K | 0.00% | −66,402−97.6% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,822 | $106.7K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 2,148 | $135.0K | 0.00% | +39+1.8% | Added |
| Essex Investment Management Co LLC | 2,900 | $182.8K | 0.04% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 3,004 | $189.3K | 0.00% | −268−8.2% | Reduced |
| Shell Asset Management Co | 3,242 | $204.0K | 0.01% | +1,228+61.0% | Added |
| Brucke Financial, Inc. | 4,142 | $208.7K | 0.18% | −247−5.6% | Reduced |
| Securian Asset Management, Inc | 3,341 | $210.6K | 0.01% | 00.0% | Unchanged |
| Vestcor Inc | 3,606 | $227.0K | 0.01% | 00.0% | Unchanged |
| Lindenwold Advisors | 3,640 | $229.4K | 0.13% | −55−1.5% | Reduced |
| State of Wyoming | 3,685 | $232.2K | 0.03% | +73+2.0% | Added |
| 111 Capital | 3,764 | $237.2K | 0.05% | +3,764 | New |
| Optas, LLC | 4,020 | $253.3K | 0.04% | +7+0.2% | Added |