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 2025
Institutional positions in Everforth Inc as of Sep 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
- 296
- +15 vs. Q2 2025
- Shares held
- 42.0M
- −436.8K (−1.0%) vs. Q2 2025
- Total value
- $1.99B
- −$130.0M (−6.1%) vs. Q2 2025
- New holders
- 49
- 112 more added
- Sold out
- 34
- 100 more reduced
4 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Everforth Inc; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Hemington Wealth Management | 18 | $0 | 0.00% | +1+5.9% | Added |
| Avion Wealth | 10 | $0 | 0.00% | +10 | New |
| Cloud Capital Management, LLC | 2 | $0 | 0.00% | +2 | New |
| Bay Harbor Wealth Management, LLC | 1 | $47 | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 1 | $47 | 0.00% | +1 | New |
| DiNuzzo Private Wealth, Inc. | 1 | $55 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 2 | $95 | 0.00% | −4−66.7% | Reduced |
| SBI Securities Co., Ltd. | 2 | $95 | 0.00% | +1+100.0% | Added |
| Bruce G. Allen Investments, LLC | 3 | $142 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 6 | $284 | 0.00% | −10−62.5% | Reduced |
| Transamerica Financial Advisors, Inc. | 8 | $379 | 0.00% | +8 | New |
| Huntington National Bank | 9 | $426 | 0.00% | −94−91.3% | Reduced |
| Bare Financial Services, Inc | 9 | $426 | 0.00% | +9 | New |
| Fortitude Family Office, LLC | 10 | $474 | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 10 | $474 | 0.00% | +10 | New |
| Bell Investment Advisors, Inc | 10 | $474 | 0.00% | +10 | New |
| Rialto Wealth Management, LLC | 10 | $474 | 0.00% | +10 | New |
| Global Retirement Partners, LLC | 12 | $568 | 0.00% | −29−70.7% | Reduced |
| WPG Advisers, LLC | 12 | $568 | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 12 | $568 | 0.00% | +12 | New |
| TD Waterhouse Canada Inc. | 12 | $579 | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 13 | $616 | 0.00% | −1,122−98.9% | Reduced |
| Newbridge Financial Services Group, Inc. | 17 | $805 | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 17 | $805 | 0.00% | +17 | New |
| Sunbelt Securities, Inc. | 19 | $900 | 0.00% | +19 | New |
| Bessemer Group Inc | 27 | $1.00K | 0.00% | −139−83.7% | Reduced |
| Principal Securities, Inc. | 23 | $1.09K | 0.00% | +19+475.0% | Added |
| Quent Capital, LLC | 24 | $1.14K | 0.00% | +24 | New |
| MV Capital Management, Inc. | 25 | $1.18K | 0.00% | +24+2,400.0% | Added |
| Sachetta, LLC | 28 | $1.33K | 0.00% | +28 | New |
| Steward Partners Investment Advisory, LLC | 30 | $1.42K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 36 | $1.71K | 0.00% | +36 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 38 | $1.80K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 40 | $1.89K | 0.00% | +4+11.1% | Added |
| Smartleaf Asset Management LLC | 42 | $1.99K | 0.00% | −251−85.7% | Reduced |
| Manchester Capital Management LLC | 43 | $2.04K | 0.00% | +15+53.6% | Added |
| Central Trust Co | 45 | $2.13K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 55 | $2.60K | 0.00% | −34−38.2% | Reduced |
| Kilter Group LLC | 55 | $2.60K | 0.00% | +5+10.0% | Added |
| J.Safra Asset Management Corp | 59 | $2.79K | 0.00% | −296−83.4% | Reduced |
| IFP Advisors, Inc | 63 | $2.98K | 0.00% | +23+57.5% | Added |
| Cornerstone Planning Group LLC | 69 | $3.02K | 0.00% | +69 | New |
| Signaturefd, LLC | 68 | $3.22K | 0.00% | +39+134.5% | Added |
| Wealthspire Advisors, LLC | 68 | $3.22K | 0.00% | +68 | New |
| Northwestern Mutual Wealth Management Co | 78 | $3.69K | 0.00% | −35−31.0% | Reduced |
| Red Tortoise LLC | 96 | $4.55K | 0.00% | +96 | New |
| Private Wealth Management Group, LLC | 98 | $4.64K | 0.00% | +62+172.2% | Added |
| T. Rowe Price Investment Management, Inc. | 96 | $5.00K | 0.00% | −518,240−100.0% | Reduced |
| State of Wyoming | 116 | $5.49K | 0.00% | +3+2.7% | Added |
| Farther Finance Advisors, LLC | 121 | $5.73K | 0.00% | +85+236.1% | Added |
| Parkside Financial Bank & Trust | 132 | $6.25K | 0.00% | +46+53.5% | Added |
| True Wealth Design, LLC | 157 | $7.43K | 0.00% | +157 | New |
| Ameritas Advisory Services, LLC | 173 | $8.21K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 180 | $8.62K | 0.00% | −102−36.2% | Reduced |
| Smithfield Trust Co | 185 | $9.00K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 197 | $9.33K | 0.00% | +52+35.9% | Added |
| Rise Advisors, LLC | 224 | $10.6K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 223 | $11.0K | 0.01% | +127+132.3% | Added |
| Allworth Financial LP | 244 | $11.6K | 0.00% | −221−47.5% | Reduced |
| Rockefeller Capital Management L.P. | 262 | $12.4K | 0.00% | −24,379−98.9% | Reduced |
| GAMMA Investing LLC | 274 | $13.0K | 0.00% | −152−35.7% | Reduced |
| Strategic Wealth Partners, Ltd. | 285 | $13.5K | 0.00% | 00.0% | Unchanged |
| Barrow Hanley Mewhinney & Strauss LLC | 287 | $13.6K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 296 | $14.0K | 0.00% | +210+244.2% | Added |
| Massmutual Trust Co FSB | 318 | $15.1K | 0.00% | +236+287.8% | Added |
| Ci Investments Inc. | 328 | $16.0K | 0.00% | +107+48.4% | Added |
| Optiver Holding B.V. | 355 | $16.8K | 0.00% | +132+59.2% | Added |
| Hantz Financial Services, Inc. | 385 | $18.0K | 0.00% | +290+305.3% | Added |
| Quarry LP | 409 | $19.4K | 0.00% | +409 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 444 | $21.0K | 0.00% | −11−2.4% | Reduced |
| First Horizon Corp | 451 | $21.4K | 0.00% | +451 | New |
| Rothschild Investment LLC | 463 | $21.9K | 0.00% | +393+561.4% | Added |
| Parallel Advisors, LLC | 478 | $22.6K | 0.00% | +152+46.6% | Added |
| Danske Bank A/S | 500 | $23.7K | 0.00% | −21−4.0% | Reduced |
| EverSource Wealth Advisors, LLC | 543 | $25.7K | 0.00% | +250+85.3% | Added |
| MAI Capital Management | 550 | $26.0K | 0.00% | −34−5.8% | Reduced |
| Advisors Asset Management, Inc. | 282 | $26.2K | 0.00% | −2−0.7% | Reduced |
| Fifth Third Bancorp | 599 | $28.4K | 0.00% | +299+99.7% | Added |
| Essential Partners LLC | 633 | $30.0K | 0.01% | +475+300.6% | Added |
| Nomura Asset Management Co Ltd | 660 | $31.3K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 713 | $33.8K | 0.00% | −55−7.2% | Reduced |
| Quest Partners LLC | 756 | $35.8K | 0.00% | +755+75,500.0% | Added |
| Quadrant Capital Group LLC | 853 | $40.4K | 0.00% | +853 | New |
| Umb Bank N A | 975 | $46.2K | 0.00% | +345+54.8% | Added |
| Versant Capital Management, Inc | 976 | $46.2K | 0.01% | +924+1,776.9% | Added |
| Shell Asset Management Co | 1,099 | $52.0K | 0.01% | −1,561−58.7% | Reduced |
| Caitong International Asset Management Co., Ltd | 1,132 | $53.6K | 0.04% | +770+212.7% | Added |
| Advisor Group Holdings, Inc. | 1,166 | $61.5K | 0.00% | −85−6.8% | Reduced |
| KBC Group NV | 1,542 | $73.0K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,822 | $81.1K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 1,741 | $82.4K | 0.01% | +1,539+761.9% | Added |
| Nisa Investment Advisors, LLC | 2,000 | $94.7K | 0.00% | +1,570+365.1% | Added |
| Peregrine Capital Management LLC | 2,293 | $108.6K | 0.00% | 00.0% | Unchanged |
| Walleye Trading LLC | 2,460 | $116.5K | 0.00% | +2,460 | New |
| Simplex Trading, LLC | 3,043 | $144.0K | 0.00% | +2,961+3,611.0% | Added |
| Securian Asset Management, Inc | 3,188 | $151.0K | 0.00% | −53−1.6% | Reduced |
| Canada Pension Plan Investment Board | 3,900 | $184.7K | 0.00% | +1,400+56.0% | Added |
| Sterling Capital Management LLC | 4,137 | $195.9K | 0.00% | +1,809+77.7% | Added |
| Sequoia Financial Advisors, LLC | 4,251 | $201.3K | 0.00% | +4,251 | New |
| JustInvest LLC | 4,399 | $208.3K | 0.00% | +263+6.4% | Added |