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, Q4 2025
Institutional positions in Everforth Inc as of Dec 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
- 274
- −18 vs. Q3 2025
- Shares held
- 40.7M
- −1.10M (−2.6%) vs. Q3 2025
- Total value
- $1.96B
- −$18.0M (−0.9%) vs. Q3 2025
- New holders
- 38
- 91 more added
- Sold out
- 56
- 114 more reduced
4 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Everforth Inc; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Dunhill Financial, LLC | 1 | $43 | 0.00% | +1 | New |
| Huntington National Bank | 1 | $48 | 0.00% | −8−88.9% | Reduced |
| SBI Securities Co., Ltd. | 1 | $48 | 0.00% | −1−50.0% | Reduced |
| Bay Harbor Wealth Management, LLC | 1 | $48 | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 1 | $48 | 0.00% | +1 | New |
| DiNuzzo Private Wealth, Inc. | 1 | $49 | 0.00% | 00.0% | Unchanged |
| Elyxium Wealth, LLC | 2 | $96 | 0.00% | +2 | New |
| Transamerica Financial Advisors, Inc. | 5 | $241 | 0.00% | −3−37.5% | Reduced |
| Fortitude Family Office, LLC | 8 | $385 | 0.00% | −2−20.0% | Reduced |
| Bruce G. Allen Investments, LLC | 8 | $385 | 0.00% | +5+166.7% | Added |
| JFS Wealth Advisors, LLC | 10 | $482 | 0.00% | +10 | New |
| DV Equities, LLC | 10 | $482 | 0.00% | +10 | New |
| Optima Capital LLC | 11 | $530 | 0.00% | +11 | New |
| TD Waterhouse Canada Inc. | 12 | $578 | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 12 | $578 | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 12 | $578 | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 13 | $626 | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 18 | $867 | 0.00% | +18 | New |
| SageView Advisory Group, LLC | 20 | $964 | 0.00% | +20 | New |
| Manchester Capital Management LLC | 21 | $1.01K | 0.00% | −22−51.2% | Reduced |
| UMA Financial Services, Inc. | 22 | $1.06K | 0.00% | +12+120.0% | Added |
| Root Financial Partners, LLC | 29 | $1.40K | 0.00% | −7−19.4% | Reduced |
| Bell Investment Advisors, Inc | 31 | $1.49K | 0.00% | +21+210.0% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 38 | $1.77K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 38 | $1.83K | 0.00% | −25−39.7% | Reduced |
| Neo Ivy Capital Management | 38 | $1.83K | 0.00% | +38 | New |
| Quent Capital, LLC | 39 | $1.88K | 0.00% | +15+62.5% | Added |
| Farmers & Merchants Investments Inc | 40 | $1.93K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 42 | $2.02K | 0.00% | +33+366.7% | Added |
| True Wealth Design, LLC | 44 | $2.12K | 0.00% | −113−72.0% | Reduced |
| Central Trust Co | 45 | $2.17K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 46 | $2.22K | 0.00% | +27+142.1% | Added |
| Kilter Group LLC | 47 | $2.26K | 0.00% | −8−14.5% | Reduced |
| Sachetta, LLC | 49 | $2.36K | 0.00% | +21+75.0% | Added |
| Godfrey Financial Associates, Inc. | 52 | $2.50K | 0.00% | +52 | New |
| Massmutual Trust Co FSB | 54 | $2.60K | 0.00% | −264−83.0% | Reduced |
| GHP Investment Advisors, Inc. | 55 | $2.65K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 57 | $2.75K | 0.00% | −21−26.9% | Reduced |
| MV Capital Management, Inc. | 62 | $2.99K | 0.00% | +37+148.0% | Added |
| T. Rowe Price Investment Management, Inc. | 77 | $4.00K | 0.00% | −19−19.8% | Reduced |
| Parkside Financial Bank & Trust | 84 | $4.05K | 0.00% | −48−36.4% | Reduced |
| Smallwood Wealth Investment Management, LLC | 107 | $5.15K | 0.00% | +107 | New |
| Smartleaf Asset Management LLC | 135 | $6.65K | 0.00% | +93+221.4% | Added |
| Brown Brothers Harriman & Co | 159 | $7.66K | 0.00% | +159 | New |
| Smithfield Trust Co | 185 | $9.00K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 203 | $9.78K | 0.00% | +203 | New |
| Signaturefd, LLC | 210 | $10.1K | 0.00% | +142+208.8% | Added |
| Los Angeles Capital Management LLC | 250 | $11.0K | 0.00% | +250 | New |
| Covestor Ltd | 222 | $11.0K | 0.01% | −1−0.4% | Reduced |
| SRS Capital Advisors, Inc. | 247 | $11.9K | 0.00% | −5,753−95.9% | Reduced |
| Advisors Asset Management, Inc. | 281 | $13.5K | 0.00% | −1−0.4% | Reduced |
| Strategic Wealth Partners, Ltd. | 285 | $13.7K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 286 | $13.8K | 0.00% | +106+58.9% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 287 | $13.8K | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 292 | $14.1K | 0.00% | −464−61.4% | Reduced |
| Fifth Third Bancorp | 323 | $15.6K | 0.00% | −276−46.1% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 334 | $16.1K | 0.00% | +334 | New |
| Farther Finance Advisors, LLC | 343 | $16.5K | 0.00% | +222+183.5% | Added |
| Clearstead Advisors, LLC | 352 | $17.0K | 0.00% | +56+18.9% | Added |
| Versant Capital Management, Inc | 355 | $17.1K | 0.00% | −621−63.6% | Reduced |
| First Horizon Corp | 362 | $17.4K | 0.00% | −89−19.7% | Reduced |
| Allworth Financial LP | 416 | $20.0K | 0.00% | +172+70.5% | Added |
| Umb Bank N A | 432 | $20.8K | 0.00% | −543−55.7% | Reduced |
| Nvest Wealth Strategies, Inc. | 466 | $22.4K | 0.02% | +466 | New |
| Danske Bank A/S | 500 | $24.1K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 500 | $24.1K | 0.00% | +91+22.2% | Added |
| Aster Capital Management (DIFC) Ltd | 534 | $25.7K | 0.01% | −5,245−90.8% | Reduced |
| GAMMA Investing LLC | 542 | $26.1K | 0.00% | +268+97.8% | Added |
| MAI Capital Management | 576 | $27.7K | 0.00% | +26+4.7% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 627 | $30.0K | 0.00% | +183+41.2% | Added |
| Essential Partners LLC | 623 | $30.0K | 0.01% | −10−1.6% | Reduced |
| Nomura Asset Management Co Ltd | 660 | $31.8K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 666 | $32.1K | 0.00% | +123+22.7% | Added |
| Rockefeller Capital Management L.P. | 685 | $33.0K | 0.00% | +423+161.5% | Added |
| Torren Management, LLC | 707 | $34.1K | 0.02% | +707 | New |
| Advisor Group Holdings, Inc. | 751 | $36.2K | 0.00% | −415−35.6% | Reduced |
| CIBC Private Wealth Group, LLC | 898 | $43.3K | 0.00% | +185+25.9% | Added |
| Quadrant Capital Group LLC | 904 | $43.5K | 0.00% | +51+6.0% | Added |
| Rothschild Investment LLC | 1,014 | $48.8K | 0.00% | +551+119.0% | Added |
| Hantz Financial Services, Inc. | 1,308 | $63.0K | 0.00% | +923+239.7% | Added |
| Parallel Advisors, LLC | 1,390 | $67.0K | 0.00% | +912+190.8% | Added |
| KBC Group NV | 1,542 | $74.0K | 0.00% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,822 | $92.2K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 2,207 | $107.0K | 0.00% | −149,918−98.5% | Reduced |
| Sterling Capital Management LLC | 2,402 | $115.7K | 0.00% | −1,735−41.9% | Reduced |
| Bryn Mawr Trust Co | 2,500 | $120.4K | 0.00% | +2,500 | New |
| Ensign Peak Advisors, Inc | 2,605 | $125.5K | 0.00% | −7,850−75.1% | Reduced |
| Securian Asset Management, Inc | 3,088 | $148.7K | 0.01% | −100−3.1% | Reduced |
| Nisa Investment Advisors, LLC | 3,645 | $175.6K | 0.00% | +1,645+82.3% | Added |
| Pallas Capital Advisors LLC | 4,258 | $205.1K | 0.01% | +4,258 | New |
| Abacus Wealth Partners, LLC | 4,538 | $218.6K | 0.02% | +4,538 | New |
| Keybank National Association | 4,651 | $224.0K | 0.00% | +7+0.2% | Added |
| US Bancorp | 4,743 | $228.5K | 0.00% | −272−5.4% | Reduced |
| Public Employees Retirement Association of Colorado | 4,788 | $231.0K | 0.00% | 00.0% | Unchanged |
| TradeLink Capital LLC | 4,967 | $239.0K | 1.91% | −505−9.2% | Reduced |
| Hudson Bay Capital Management LP | 5,060 | $243.7K | 0.00% | +5,060 | New |
| Seizert Capital Partners, LLC | 5,082 | $244.8K | 0.01% | +5,082 | New |
| Empowered Funds, LLC | 5,117 | $246.5K | 0.00% | +130+2.6% | Added |
| Higgins & Schmidt Wealth Strategies LLC | 5,258 | $253.3K | 0.12% | −12−0.2% | Reduced |
| Guggenheim Capital LLC | 5,258 | $253.3K | 0.00% | +5,258 | New |