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 |
|---|---|---|---|---|---|
| Canada Pension Plan Investment Board | 2,500 | $124.8K | 0.00% | +2,500 | New |
| HGK Asset Management Inc | 2,483 | $124.0K | 0.02% | −4,508−64.5% | Reduced |
| Sterling Capital Management LLC | 2,328 | $116.2K | 0.00% | −15,853−87.2% | Reduced |
| Peregrine Capital Management LLC | 2,293 | $114.5K | 0.00% | −131,477−98.3% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,822 | $91.0K | 0.00% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 1,795 | $89.6K | 0.02% | −2,941−62.1% | Reduced |
| KBC Group NV | 1,542 | $77.0K | 0.00% | −606−28.2% | Reduced |
| Advisor Group Holdings, Inc. | 1,251 | $62.5K | 0.00% | −273−17.9% | Reduced |
| Ronald Blue Trust, Inc. | 1,135 | $56.7K | 0.00% | +530+87.6% | Added |
| HM Payson & Co | 935 | $46.7K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 768 | $38.3K | 0.00% | −18−2.3% | Reduced |
| Nomura Asset Management Co Ltd | 660 | $33.0K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 630 | $31.5K | 0.00% | +81+14.8% | Added |
| MAI Capital Management | 584 | $29.2K | 0.00% | +584 | New |
| Skopos Labs, Inc. | 576 | $28.8K | 0.00% | +568+7,100.0% | Added |
| Danske Bank A/S | 521 | $26.0K | 0.00% | −5,657−91.6% | Reduced |
| Allworth Financial LP | 465 | $23.2K | 0.00% | +433+1,353.1% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 455 | $23.0K | 0.00% | +455 | New |
| Nisa Investment Advisors, LLC | 430 | $21.5K | 0.00% | −26−5.7% | Reduced |
| GAMMA Investing LLC | 426 | $21.3K | 0.00% | −619−59.2% | Reduced |
| Caitong International Asset Management Co., Ltd | 362 | $18.1K | 0.01% | −103−22.2% | Reduced |
| J.Safra Asset Management Corp | 355 | $17.7K | 0.00% | −133−27.3% | Reduced |
| Parallel Advisors, LLC | 326 | $16.3K | 0.00% | −163−33.3% | Reduced |
| Fifth Third Bancorp | 300 | $15.0K | 0.00% | +19+6.8% | Added |
| Smartleaf Asset Management LLC | 293 | $14.7K | 0.00% | −73−19.9% | Reduced |
| EverSource Wealth Advisors, LLC | 293 | $14.6K | 0.00% | +247+537.0% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 287 | $14.3K | 0.00% | +287 | New |
| Strategic Wealth Partners, Ltd. | 285 | $14.2K | 0.00% | +285 | New |
| Advisors Asset Management, Inc. | 284 | $14.2K | 0.00% | +173+155.9% | Added |
| Jones Financial Companies LLLP | 282 | $14.2K | 0.00% | −583−67.4% | Reduced |
| Rise Advisors, LLC | 224 | $11.2K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 223 | $11.1K | 0.00% | −230−50.8% | Reduced |
| Ci Investments Inc. | 221 | $11.0K | 0.00% | −21,668−99.0% | Reduced |
| LRI Investments, LLC | 202 | $10.1K | 0.00% | −773−79.3% | Reduced |
| Smithfield Trust Co | 185 | $9.00K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 173 | $8.66K | 0.00% | +173 | New |
| Bessemer Group Inc | 166 | $8.00K | 0.00% | +22+15.3% | Added |
| Essential Partners LLC | 158 | $7.89K | 0.00% | +158 | New |
| GWM Advisors LLC | 145 | $7.24K | 0.00% | 00.0% | Unchanged |
| 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 |
| Huntington National Bank | 103 | $5.14K | 0.00% | −88−46.1% | 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 |
| GHP Investment Advisors, Inc. | 89 | $4.44K | 0.00% | −1,510−94.4% | Reduced |
| Parkside Financial Bank & Trust | 86 | $4.29K | 0.00% | +84+4,200.0% | Added |
| Clearstead Advisors, LLC | 86 | $4.29K | 0.00% | +79+1,128.6% | Added |
| Massmutual Trust Co FSB | 82 | $4.09K | 0.00% | −37−31.1% | Reduced |
| Simplex Trading, LLC | 82 | $4.00K | 0.00% | +82 | New |
| Private Trust Co NA | 79 | $3.94K | 0.00% | +18+29.5% | Added |
| Rothschild Investment LLC | 70 | $3.50K | 0.00% | +55+366.7% | Added |
| IFP Advisors, Inc | 40 | $3.40K | 0.00% | +14+53.8% | Added |
| First Horizon Advisors, Inc. | 55 | $2.75K | 0.00% | +12+27.9% | Added |
| Versant Capital Management, Inc | 52 | $2.60K | 0.00% | −435−89.3% | Reduced |
| Kilter Group LLC | 50 | $2.50K | 0.00% | +50 | New |
| Central Trust Co | 45 | $2.25K | 0.00% | 00.0% | Unchanged |
| MJT & Associates Financial Advisory Group, Inc. | 43 | $2.15K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 41 | $2.05K | 0.00% | +41 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 38 | $1.90K | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 36 | $1.80K | 0.00% | +27+300.0% | Added |
| 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 |
| Steward Partners Investment Advisory, LLC | 30 | $1.50K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 29 | $1.45K | 0.00% | −207−87.7% | Reduced |
| Manchester Capital Management LLC | 28 | $1.40K | 0.00% | +17+154.5% | Added |
| Geneos Wealth Management Inc. | 23 | $1.15K | 0.00% | +5+27.8% | Added |
| Newbridge Financial Services Group, Inc. | 17 | $849 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 16 | $799 | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 12 | $624 | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 12 | $599 | 0.00% | −8−40.0% | Reduced |
| Fortitude Family Office, LLC | 10 | $499 | 0.00% | +10 | New |
| CVA Family Office, LLC | 9 | $449 | 0.00% | −9−50.0% | Reduced |
| Assetmark, Inc | 6 | $300 | 0.00% | +2+50.0% | Added |
| WealthTrak Capital Management LLC | 5 | $250 | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 4 | $200 | 0.00% | +4 | New |
| Bruce G. Allen Investments, LLC | 3 | $150 | 0.00% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 2 | $100 | 0.00% | +2 | New |
| 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 |
| Bay Harbor Wealth Management, LLC | 1 | $49 | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 17 | $0 | 0.00% | −57−77.0% | Reduced |
| Activest Wealth Management | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| North Point Portfolio Managers Corp | 0 | $0 | 0.00% | −123,760−100.0% | Sold out |
| Natixis Advisors, L.P. | 0 | $0 | 0.00% | −72,836−100.0% | Sold out |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −69,680−100.0% | Sold out |
| Great Lakes Advisors, LLC | 0 | $0 | 0.00% | −53,318−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −48,255−100.0% | Sold out |
| Paralel Advisors LLC | 0 | $0 | 0.00% | −23,966−100.0% | Sold out |
| Amundi | 0 | $0 | 0.00% | −20,516−100.0% | Sold out |
| Illinois Municipal Retirement Fund | 0 | $0 | 0.00% | −19,390−100.0% | Sold out |
| Zions Bancorporation, National Association | 0 | $0 | 0.00% | −17,891−100.0% | Sold out |
| Martingale Asset Management L P | 0 | $0 | 0.00% | −17,819−100.0% | Sold out |
| Ontario Teachers Pension Plan Board | 0 | $0 | 0.00% | −14,272−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −14,048−100.0% | Sold out |
| Vident Advisory, LLC | 0 | $0 | 0.00% | −13,727−100.0% | Sold out |
| GWN Securities Inc. | 0 | $0 | 0.00% | −15,237−100.0% | Sold out |