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, Q1 2026
Institutional positions in Everforth Inc as of Mar 31, 2026. 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
- 248
- −21 vs. Q4 2025
- Shares held
- 43.2M
- +7.66M (+21.6%) vs. Q4 2025
- Total value
- $1.67B
- −$40.5M (−2.4%) vs. Q4 2025
- New holders
- 45
- 103 more added
- Sold out
- 66
- 68 more reduced
5 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Everforth Inc; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Massmutual Trust Co FSB | 1 | $39 | 0.00% | −53−98.1% | Reduced |
| Huntington National Bank | 1 | $39 | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 2 | $78 | 0.00% | +1+100.0% | Added |
| MV Capital Management, Inc. | 4 | $155 | 0.00% | −58−93.5% | Reduced |
| Vermillion Wealth Management, Inc. | 4 | $155 | 0.00% | +4 | New |
| Fortitude Family Office, LLC | 5 | $194 | 0.00% | −3−37.5% | Reduced |
| Torren Management, LLC | 7 | $271 | 0.00% | −700−99.0% | Reduced |
| TD Private Client Wealth LLC | 7 | $271 | 0.00% | +7 | New |
| JFS Wealth Advisors, LLC | 10 | $388 | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 11 | $426 | 0.00% | +3+37.5% | Added |
| SBI Securities Co., Ltd. | 11 | $426 | 0.00% | +10+1,000.0% | Added |
| Gilpin Wealth Management, LLC | 11 | $426 | 0.00% | +11 | New |
| TD Waterhouse Canada Inc. | 12 | $462 | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 12 | $465 | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 12 | $465 | 0.00% | +12 | New |
| Ronald Blue Trust, Inc. | 13 | $503 | 0.00% | 00.0% | Unchanged |
| Ankerstar Wealth, LLC | 14 | $542 | 0.00% | +14 | New |
| Sunbelt Securities, Inc. | 18 | $697 | 0.00% | −28−60.9% | Reduced |
| Owl Creek Wealth Partners LLC | 25 | $968 | 0.00% | +25 | New |
| Harbour Investments, Inc. | 25 | $984 | 0.00% | +25 | New |
| SJS Investment Consulting Inc. | 27 | $1.05K | 0.00% | +27 | New |
| Bell Investment Advisors, Inc | 31 | $1.20K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 32 | $1.24K | 0.00% | +32 | New |
| Quarry LP | 38 | $1.47K | 0.00% | −462−92.4% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 38 | $1.47K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 40 | $1.55K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 45 | $1.74K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 51 | $1.97K | 0.00% | +51 | New |
| Godfrey Financial Associates, Inc. | 52 | $2.01K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 55 | $2.13K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 57 | $2.21K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 90 | $3.48K | 0.00% | +89+8,900.0% | Added |
| Wealth Preservation Advisors, LLC | 98 | $3.79K | 0.00% | +98 | New |
| Covestor Ltd | 123 | $5.00K | 0.00% | −99−44.6% | Reduced |
| First Horizon Corp | 145 | $5.61K | 0.00% | −217−59.9% | Reduced |
| Quent Capital, LLC | 160 | $6.19K | 0.00% | +121+310.3% | Added |
| Advisors Asset Management, Inc. | 171 | $6.62K | 0.00% | −110−39.1% | Reduced |
| Advisory Services Network, LLC | 172 | $6.66K | 0.00% | +172 | New |
| Smithfield Trust Co | 185 | $7.00K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 186 | $7.11K | 0.00% | +51+37.8% | Added |
| SRS Capital Advisors, Inc. | 210 | $7.83K | 0.00% | −37−15.0% | Reduced |
| South State Corp. | 203 | $7.86K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 246 | $9.52K | 0.00% | +36+17.1% | Added |
| Los Angeles Capital Management LLC | 250 | $9.68K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 264 | $10.2K | 0.00% | −79−23.0% | Reduced |
| Strategic Wealth Partners, Ltd. | 285 | $11.0K | 0.00% | 00.0% | Unchanged |
| Barrow Hanley Mewhinney & Strauss LLC | 309 | $12.0K | 0.00% | +22+7.7% | Added |
| True Wealth Design, LLC | 310 | $12.0K | 0.00% | +266+604.5% | Added |
| Essential Partners LLC | 360 | $13.9K | 0.00% | −263−42.2% | Reduced |
| Root Financial Partners, LLC | 369 | $14.3K | 0.00% | +340+1,172.4% | Added |
| Parallel Advisors, LLC | 454 | $17.6K | 0.00% | −936−67.3% | Reduced |
| Nvest Wealth Strategies, Inc. | 466 | $18.0K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 469 | $18.2K | 0.00% | +431+1,134.2% | Added |
| Bryn Mawr Trust Co | 500 | $19.4K | 0.00% | −2,000−80.0% | Reduced |
| Matrix Trust Co | 509 | $20.0K | 0.00% | +509 | New |
| Salomon & Ludwin, LLC | 715 | $27.9K | 0.00% | +715 | New |
| Jones Financial Companies LLLP | 766 | $28.8K | 0.00% | +480+167.8% | Added |
| Quadrant Capital Group LLC | 795 | $30.8K | 0.00% | −109−12.1% | Reduced |
| Allworth Financial LP | 813 | $31.5K | 0.00% | +397+95.4% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 833 | $32.2K | 0.00% | +206+32.9% | Added |
| Umb Bank N A | 867 | $33.6K | 0.00% | +435+100.7% | Added |
| Rockefeller Capital Management L.P. | 952 | $36.9K | 0.00% | +267+39.0% | Added |
| Advisor Group Holdings, Inc. | 1,003 | $38.8K | 0.00% | +252+33.6% | Added |
| Hantz Financial Services, Inc. | 1,212 | $47.0K | 0.00% | −96−7.3% | Reduced |
| Parkside Financial Bank & Trust | 1,252 | $48.5K | 0.00% | +1,168+1,390.5% | Added |
| Versant Capital Management, Inc | 1,306 | $50.6K | 0.00% | +951+267.9% | Added |
| MAI Capital Management | 1,326 | $51.3K | 0.00% | +750+130.2% | Added |
| Sterling Capital Management LLC | 1,381 | $53.5K | 0.00% | −1,021−42.5% | Reduced |
| EverSource Wealth Advisors, LLC | 1,414 | $54.7K | 0.00% | +748+112.3% | Added |
| Nomura Asset Management Co Ltd | 1,480 | $57.3K | 0.00% | +820+124.2% | Added |
| KBC Group NV | 1,542 | $60.0K | 0.00% | 00.0% | Unchanged |
| Royal Bank of Canada | 1,562 | $61.0K | 0.00% | −645−29.2% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 1,822 | $64.4K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 1,732 | $67.0K | 0.00% | +1,190+219.6% | Added |
| Pinnacle Wealth Planning Services, Inc. | 1,783 | $69.0K | 0.01% | +1,449+433.8% | Added |
| Nisa Investment Advisors, LLC | 1,912 | $74.0K | 0.00% | −1,733−47.5% | Reduced |
| Rothschild Investment LLC | 2,571 | $99.5K | 0.01% | +1,557+153.6% | Added |
| Ensign Peak Advisors, Inc | 2,605 | $100.8K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 3,383 | $131.0K | 0.00% | −7,826−69.8% | Reduced |
| United Community Bank | 4,100 | $158.7K | 0.05% | +4,100 | New |
| US Bancorp | 4,126 | $159.7K | 0.00% | −617−13.0% | Reduced |
| Public Employees Retirement Association of Colorado | 4,788 | $185.0K | 0.00% | 00.0% | Unchanged |
| Westpac Banking Corp | 4,894 | $189.4K | 0.01% | +4,894 | New |
| Perpetual Ltd | 5,203 | $201.4K | 0.00% | +5,203 | New |
| Higgins & Schmidt Wealth Strategies LLC | 5,258 | $203.5K | 0.09% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 5,346 | $206.9K | 0.01% | −8,576−61.6% | Reduced |
| Lido Advisors, LLC | 5,381 | $208.3K | 0.00% | −2,681−33.3% | Reduced |
| Merit Financial Group, LLC | 5,545 | $214.6K | 0.00% | +5,545 | New |
| New Age Alpha Advisors, LLC | 5,727 | $221.7K | 0.01% | −120−2.1% | Reduced |
| JustInvest LLC | 6,004 | $232.4K | 0.00% | +651+12.2% | Added |
| Bank of Montreal | 6,009 | $232.6K | 0.00% | −3,956−39.7% | Reduced |
| Maryland State Retirement & Pension System | 6,158 | $238.4K | 0.00% | +6,158 | New |
| Meeder Asset Management Inc | 6,294 | $243.6K | 0.01% | +6,294 | New |
| ProShare Advisors LLC | 6,495 | $251.4K | 0.00% | −2,836−30.4% | Reduced |
| Swiss Life Asset Management Ltd | 6,555 | $253.7K | 0.00% | +830+14.5% | Added |
| Dynamic Technology Lab Private Ltd | 6,982 | $270.3K | 0.04% | +6,982 | New |
| Pictet Asset Management Holding SA | 7,328 | $283.7K | 0.00% | +1,072+17.1% | Added |
| The PNC Financial Services Group, Inc. | 7,419 | $287.2K | 0.00% | +1,254+20.3% | Added |
| Counterpoint Mutual Funds LLC | 7,648 | $296.1K | 0.04% | +7,648 | New |
| Optimize Financial Inc | 8,190 | $317.0K | 0.16% | +8,190 | New |