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 |
|---|---|---|---|---|---|
| Securian Asset Management, Inc | 3,188 | $151.0K | 0.00% | −53−1.6% | Reduced |
| Simplex Trading, LLC | 3,043 | $144.0K | 0.00% | +2,961+3,611.0% | Added |
| Walleye Trading LLC | 2,460 | $116.5K | 0.00% | +2,460 | New |
| Peregrine Capital Management LLC | 2,293 | $108.6K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 2,000 | $94.7K | 0.00% | +1,570+365.1% | Added |
| LRI Investments, LLC | 1,741 | $82.4K | 0.01% | +1,539+761.9% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,822 | $81.1K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 1,542 | $73.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 1,166 | $61.5K | 0.00% | −85−6.8% | Reduced |
| Caitong International Asset Management Co., Ltd | 1,132 | $53.6K | 0.04% | +770+212.7% | Added |
| Shell Asset Management Co | 1,099 | $52.0K | 0.01% | −1,561−58.7% | Reduced |
| Versant Capital Management, Inc | 976 | $46.2K | 0.01% | +924+1,776.9% | Added |
| Umb Bank N A | 975 | $46.2K | 0.00% | +345+54.8% | Added |
| Quadrant Capital Group LLC | 853 | $40.4K | 0.00% | +853 | New |
| Quest Partners LLC | 756 | $35.8K | 0.00% | +755+75,500.0% | Added |
| CIBC Private Wealth Group, LLC | 713 | $33.8K | 0.00% | −55−7.2% | Reduced |
| Nomura Asset Management Co Ltd | 660 | $31.3K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 633 | $30.0K | 0.01% | +475+300.6% | Added |
| Fifth Third Bancorp | 599 | $28.4K | 0.00% | +299+99.7% | Added |
| Advisors Asset Management, Inc. | 282 | $26.2K | 0.00% | −2−0.7% | Reduced |
| MAI Capital Management | 550 | $26.0K | 0.00% | −34−5.8% | Reduced |
| EverSource Wealth Advisors, LLC | 543 | $25.7K | 0.00% | +250+85.3% | Added |
| Danske Bank A/S | 500 | $23.7K | 0.00% | −21−4.0% | Reduced |
| Parallel Advisors, LLC | 478 | $22.6K | 0.00% | +152+46.6% | Added |
| Rothschild Investment LLC | 463 | $21.9K | 0.00% | +393+561.4% | Added |
| First Horizon Corp | 451 | $21.4K | 0.00% | +451 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 444 | $21.0K | 0.00% | −11−2.4% | Reduced |
| Quarry LP | 409 | $19.4K | 0.00% | +409 | New |
| Hantz Financial Services, Inc. | 385 | $18.0K | 0.00% | +290+305.3% | Added |
| Optiver Holding B.V. | 355 | $16.8K | 0.00% | +132+59.2% | Added |
| Ci Investments Inc. | 328 | $16.0K | 0.00% | +107+48.4% | Added |
| Massmutual Trust Co FSB | 318 | $15.1K | 0.00% | +236+287.8% | Added |
| Clearstead Advisors, LLC | 296 | $14.0K | 0.00% | +210+244.2% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 287 | $13.6K | 0.00% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 285 | $13.5K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 274 | $13.0K | 0.00% | −152−35.7% | Reduced |
| Rockefeller Capital Management L.P. | 262 | $12.4K | 0.00% | −24,379−98.9% | Reduced |
| Allworth Financial LP | 244 | $11.6K | 0.00% | −221−47.5% | Reduced |
| Covestor Ltd | 223 | $11.0K | 0.01% | +127+132.3% | Added |
| Rise Advisors, LLC | 224 | $10.6K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 197 | $9.33K | 0.00% | +52+35.9% | Added |
| Smithfield Trust Co | 185 | $9.00K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 180 | $8.62K | 0.00% | −102−36.2% | Reduced |
| Ameritas Advisory Services, LLC | 173 | $8.21K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 157 | $7.43K | 0.00% | +157 | New |
| Parkside Financial Bank & Trust | 132 | $6.25K | 0.00% | +46+53.5% | Added |
| Farther Finance Advisors, LLC | 121 | $5.73K | 0.00% | +85+236.1% | Added |
| State of Wyoming | 116 | $5.49K | 0.00% | +3+2.7% | Added |
| T. Rowe Price Investment Management, Inc. | 96 | $5.00K | 0.00% | −518,240−100.0% | Reduced |
| Private Wealth Management Group, LLC | 98 | $4.64K | 0.00% | +62+172.2% | Added |
| Red Tortoise LLC | 96 | $4.55K | 0.00% | +96 | New |
| Northwestern Mutual Wealth Management Co | 78 | $3.69K | 0.00% | −35−31.0% | Reduced |
| Signaturefd, LLC | 68 | $3.22K | 0.00% | +39+134.5% | Added |
| Wealthspire Advisors, LLC | 68 | $3.22K | 0.00% | +68 | New |
| Cornerstone Planning Group LLC | 69 | $3.02K | 0.00% | +69 | New |
| IFP Advisors, Inc | 63 | $2.98K | 0.00% | +23+57.5% | Added |
| J.Safra Asset Management Corp | 59 | $2.79K | 0.00% | −296−83.4% | Reduced |
| 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 |
| Central Trust Co | 45 | $2.13K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 43 | $2.04K | 0.00% | +15+53.6% | Added |
| Smartleaf Asset Management LLC | 42 | $1.99K | 0.00% | −251−85.7% | Reduced |
| Farmers & Merchants Investments Inc | 40 | $1.89K | 0.00% | +4+11.1% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 38 | $1.80K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 36 | $1.71K | 0.00% | +36 | New |
| Steward Partners Investment Advisory, LLC | 30 | $1.42K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 28 | $1.33K | 0.00% | +28 | New |
| MV Capital Management, Inc. | 25 | $1.18K | 0.00% | +24+2,400.0% | Added |
| Quent Capital, LLC | 24 | $1.14K | 0.00% | +24 | New |
| Principal Securities, Inc. | 23 | $1.09K | 0.00% | +19+475.0% | Added |
| Bessemer Group Inc | 27 | $1.00K | 0.00% | −139−83.7% | Reduced |
| Sunbelt Securities, Inc. | 19 | $900 | 0.00% | +19 | New |
| Newbridge Financial Services Group, Inc. | 17 | $805 | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 17 | $805 | 0.00% | +17 | New |
| Ronald Blue Trust, Inc. | 13 | $616 | 0.00% | −1,122−98.9% | Reduced |
| TD Waterhouse Canada Inc. | 12 | $579 | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| Huntington National Bank | 9 | $426 | 0.00% | −94−91.3% | Reduced |
| Bare Financial Services, Inc | 9 | $426 | 0.00% | +9 | New |
| Transamerica Financial Advisors, Inc. | 8 | $379 | 0.00% | +8 | New |
| Harbour Investments, Inc. | 6 | $284 | 0.00% | −10−62.5% | Reduced |
| Bruce G. Allen Investments, LLC | 3 | $142 | 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 |
| DiNuzzo Private Wealth, Inc. | 1 | $55 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 1 | $47 | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 1 | $47 | 0.00% | +1 | New |
| 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 |
| M&G Plc | 0 | $0 | 0.00% | −188,795−100.0% | Sold out |
| Littlejohn & Co LLC | 0 | $0 | 0.00% | −114,959−100.0% | Sold out |
| Clearbridge Investments, LLC | 0 | $0 | 0.00% | −114,543−100.0% | Sold out |
| California Public Employees Retirement System | 0 | $0 | 0.00% | −75,715−100.0% | Sold out |