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 2025
Institutional positions in Everforth Inc as of Jun 30, 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
- 285
- −15 vs. Q1 2025
- Shares held
- 43.0M
- +346.2K (+0.8%) vs. Q1 2025
- Total value
- $2.15B
- −$540.5M (−20.1%) vs. Q1 2025
- New holders
- 38
- 93 more added
- Sold out
- 53
- 116 more reduced
3 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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 2025
Shares, value and share of portfolio for each institution holding Everforth Inc; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Hemington Wealth Management | 17 | $0 | 0.00% | −57−77.0% | Reduced |
| Bay Harbor Wealth Management, LLC | 1 | $49 | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 1 | $50 | 0.00% | −9,180−100.0% | Reduced |
| DiNuzzo Private Wealth, Inc. | 1 | $50 | 0.00% | −4−80.0% | Reduced |
| MV Capital Management, Inc. | 1 | $50 | 0.00% | −1−50.0% | Reduced |
| HFM Investment Advisors, LLC | 1 | $50 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 1 | $50 | 0.00% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 1 | $50 | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 2 | $100 | 0.00% | +2 | New |
| Bruce G. Allen Investments, LLC | 3 | $150 | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 4 | $200 | 0.00% | +4 | New |
| WealthTrak Capital Management LLC | 5 | $250 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 6 | $300 | 0.00% | +2+50.0% | Added |
| CVA Family Office, LLC | 9 | $449 | 0.00% | −9−50.0% | Reduced |
| Fortitude Family Office, LLC | 10 | $499 | 0.00% | +10 | New |
| WPG Advisers, LLC | 12 | $599 | 0.00% | −8−40.0% | Reduced |
| TD Waterhouse Canada Inc. | 12 | $624 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 16 | $799 | 0.00% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 17 | $849 | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 23 | $1.15K | 0.00% | +5+27.8% | Added |
| Manchester Capital Management LLC | 28 | $1.40K | 0.00% | +17+154.5% | Added |
| Signaturefd, LLC | 29 | $1.45K | 0.00% | −207−87.7% | Reduced |
| Steward Partners Investment Advisory, LLC | 30 | $1.50K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 36 | $1.80K | 0.00% | −9−20.0% | Reduced |
| Farmers & Merchants Investments Inc | 36 | $1.80K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 36 | $1.80K | 0.00% | +27+300.0% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 38 | $1.90K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 41 | $2.05K | 0.00% | +41 | New |
| MJT & Associates Financial Advisory Group, Inc. | 43 | $2.15K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 45 | $2.25K | 0.00% | 00.0% | Unchanged |
| Kilter Group LLC | 50 | $2.50K | 0.00% | +50 | New |
| Versant Capital Management, Inc | 52 | $2.60K | 0.00% | −435−89.3% | Reduced |
| First Horizon Advisors, Inc. | 55 | $2.75K | 0.00% | +12+27.9% | Added |
| IFP Advisors, Inc | 40 | $3.40K | 0.00% | +14+53.8% | Added |
| Rothschild Investment LLC | 70 | $3.50K | 0.00% | +55+366.7% | Added |
| Private Trust Co NA | 79 | $3.94K | 0.00% | +18+29.5% | Added |
| Simplex Trading, LLC | 82 | $4.00K | 0.00% | +82 | New |
| Massmutual Trust Co FSB | 82 | $4.09K | 0.00% | −37−31.1% | Reduced |
| Clearstead Advisors, LLC | 86 | $4.29K | 0.00% | +79+1,128.6% | Added |
| Parkside Financial Bank & Trust | 86 | $4.29K | 0.00% | +84+4,200.0% | Added |
| GHP Investment Advisors, Inc. | 89 | $4.44K | 0.00% | −1,510−94.4% | Reduced |
| Covestor Ltd | 96 | $5.00K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 95 | $5.00K | 0.00% | +87+1,087.5% | Added |
| Huntington National Bank | 103 | $5.14K | 0.00% | −88−46.1% | Reduced |
| State of Wyoming | 113 | $5.64K | 0.00% | −3,572−96.9% | Reduced |
| Northwestern Mutual Wealth Management Co | 113 | $5.64K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 145 | $7.24K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 158 | $7.89K | 0.00% | +158 | New |
| Bessemer Group Inc | 166 | $8.00K | 0.00% | +22+15.3% | Added |
| Ameritas Advisory Services, LLC | 173 | $8.66K | 0.00% | +173 | New |
| Smithfield Trust Co | 185 | $9.00K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 202 | $10.1K | 0.00% | −773−79.3% | Reduced |
| Ci Investments Inc. | 221 | $11.0K | 0.00% | −21,668−99.0% | Reduced |
| Optiver Holding B.V. | 223 | $11.1K | 0.00% | −230−50.8% | Reduced |
| Rise Advisors, LLC | 224 | $11.2K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 282 | $14.2K | 0.00% | −583−67.4% | Reduced |
| Advisors Asset Management, Inc. | 284 | $14.2K | 0.00% | +173+155.9% | Added |
| Strategic Wealth Partners, Ltd. | 285 | $14.2K | 0.00% | +285 | New |
| Barrow Hanley Mewhinney & Strauss LLC | 287 | $14.3K | 0.00% | +287 | New |
| EverSource Wealth Advisors, LLC | 293 | $14.6K | 0.00% | +247+537.0% | Added |
| Smartleaf Asset Management LLC | 293 | $14.7K | 0.00% | −73−19.9% | Reduced |
| Fifth Third Bancorp | 300 | $15.0K | 0.00% | +19+6.8% | Added |
| Parallel Advisors, LLC | 326 | $16.3K | 0.00% | −163−33.3% | Reduced |
| J.Safra Asset Management Corp | 355 | $17.7K | 0.00% | −133−27.3% | Reduced |
| Caitong International Asset Management Co., Ltd | 362 | $18.1K | 0.01% | −103−22.2% | Reduced |
| GAMMA Investing LLC | 426 | $21.3K | 0.00% | −619−59.2% | Reduced |
| Nisa Investment Advisors, LLC | 430 | $21.5K | 0.00% | −26−5.7% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 455 | $23.0K | 0.00% | +455 | New |
| Allworth Financial LP | 465 | $23.2K | 0.00% | +433+1,353.1% | Added |
| Danske Bank A/S | 521 | $26.0K | 0.00% | −5,657−91.6% | Reduced |
| Skopos Labs, Inc. | 576 | $28.8K | 0.00% | +568+7,100.0% | Added |
| MAI Capital Management | 584 | $29.2K | 0.00% | +584 | New |
| Umb Bank N A | 630 | $31.5K | 0.00% | +81+14.8% | Added |
| Nomura Asset Management Co Ltd | 660 | $33.0K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 768 | $38.3K | 0.00% | −18−2.3% | Reduced |
| HM Payson & Co | 935 | $46.7K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1,135 | $56.7K | 0.00% | +530+87.6% | Added |
| Advisor Group Holdings, Inc. | 1,251 | $62.5K | 0.00% | −273−17.9% | Reduced |
| KBC Group NV | 1,542 | $77.0K | 0.00% | −606−28.2% | Reduced |
| Aster Capital Management (DIFC) Ltd | 1,795 | $89.6K | 0.02% | −2,941−62.1% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,822 | $91.0K | 0.00% | 00.0% | Unchanged |
| Peregrine Capital Management LLC | 2,293 | $114.5K | 0.00% | −131,477−98.3% | Reduced |
| Sterling Capital Management LLC | 2,328 | $116.2K | 0.00% | −15,853−87.2% | Reduced |
| HGK Asset Management Inc | 2,483 | $124.0K | 0.02% | −4,508−64.5% | Reduced |
| Canada Pension Plan Investment Board | 2,500 | $124.8K | 0.00% | +2,500 | New |
| Shell Asset Management Co | 2,660 | $133.0K | 0.00% | −582−18.0% | Reduced |
| Essex Investment Management Co LLC | 2,900 | $144.8K | 0.03% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 3,241 | $161.8K | 0.00% | −100−3.0% | Reduced |
| CWM, LLC | 3,271 | $163.0K | 0.00% | +2,090+177.0% | Added |
| Vestcor Inc | 3,606 | $180.0K | 0.01% | 00.0% | Unchanged |
| Raymond James Financial Inc | 3,971 | $198.3K | 0.00% | −2,205−35.7% | Reduced |
| Brucke Financial, Inc. | 4,041 | $201.8K | 0.14% | −101−2.4% | Reduced |
| Caxton Associates LLP | 4,053 | $202.4K | 0.01% | +4,053 | New |
| Integrated Quantitative Investments LLC | 4,100 | $204.7K | 0.06% | −12−0.3% | Reduced |
| JustInvest LLC | 4,136 | $206.5K | 0.00% | −2,643−39.0% | Reduced |
| Gotham Asset Management, LLC | 4,276 | $213.5K | 0.00% | −10,417−70.9% | Reduced |
| Ieq Capital, LLC | 4,336 | $216.5K | 0.00% | +4,336 | New |
| Linden Thomas Advisory Services, LLC | 4,469 | $223.1K | 0.02% | +4,469 | New |
| Radnor Capital Management, LLC | 4,500 | $225.0K | 0.04% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 4,788 | $239.0K | 0.00% | 00.0% | Unchanged |