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 |
|---|---|---|---|---|---|
| True Wealth Design, LLC | 310 | $12.0K | 0.00% | +266+604.5% | Added |
| Barrow Hanley Mewhinney & Strauss LLC | 309 | $12.0K | 0.00% | +22+7.7% | Added |
| Strategic Wealth Partners, Ltd. | 285 | $11.0K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 264 | $10.2K | 0.00% | −79−23.0% | Reduced |
| Los Angeles Capital Management LLC | 250 | $9.68K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 246 | $9.52K | 0.00% | +36+17.1% | Added |
| South State Corp. | 203 | $7.86K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 210 | $7.83K | 0.00% | −37−15.0% | Reduced |
| Smartleaf Asset Management LLC | 186 | $7.11K | 0.00% | +51+37.8% | Added |
| Smithfield Trust Co | 185 | $7.00K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 172 | $6.66K | 0.00% | +172 | New |
| Advisors Asset Management, Inc. | 171 | $6.62K | 0.00% | −110−39.1% | Reduced |
| Quent Capital, LLC | 160 | $6.19K | 0.00% | +121+310.3% | Added |
| First Horizon Corp | 145 | $5.61K | 0.00% | −217−59.9% | Reduced |
| Covestor Ltd | 123 | $5.00K | 0.00% | −99−44.6% | Reduced |
| Wealth Preservation Advisors, LLC | 98 | $3.79K | 0.00% | +98 | New |
| Keating Financial Advisory Services, Inc. | 90 | $3.48K | 0.00% | +89+8,900.0% | Added |
| Northwestern Mutual Wealth Management Co | 57 | $2.21K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 55 | $2.13K | 0.00% | 00.0% | Unchanged |
| Godfrey Financial Associates, Inc. | 52 | $2.01K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 51 | $1.97K | 0.00% | +51 | New |
| Central Trust Co | 45 | $1.74K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 40 | $1.55K | 0.00% | 00.0% | Unchanged |
| 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 |
| Basecamp Wealth Advisors LLC | 32 | $1.24K | 0.00% | +32 | New |
| Bell Investment Advisors, Inc | 31 | $1.20K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 27 | $1.05K | 0.00% | +27 | New |
| Harbour Investments, Inc. | 25 | $984 | 0.00% | +25 | New |
| Owl Creek Wealth Partners LLC | 25 | $968 | 0.00% | +25 | New |
| Sunbelt Securities, Inc. | 18 | $697 | 0.00% | −28−60.9% | Reduced |
| Ankerstar Wealth, LLC | 14 | $542 | 0.00% | +14 | New |
| Ronald Blue Trust, Inc. | 13 | $503 | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 12 | $465 | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 12 | $465 | 0.00% | +12 | New |
| TD Waterhouse Canada Inc. | 12 | $462 | 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 |
| JFS Wealth Advisors, LLC | 10 | $388 | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 7 | $271 | 0.00% | −700−99.0% | Reduced |
| TD Private Client Wealth LLC | 7 | $271 | 0.00% | +7 | New |
| Fortitude Family Office, LLC | 5 | $194 | 0.00% | −3−37.5% | Reduced |
| MV Capital Management, Inc. | 4 | $155 | 0.00% | −58−93.5% | Reduced |
| Vermillion Wealth Management, Inc. | 4 | $155 | 0.00% | +4 | New |
| DiNuzzo Private Wealth, Inc. | 2 | $78 | 0.00% | +1+100.0% | Added |
| Massmutual Trust Co FSB | 1 | $39 | 0.00% | −53−98.1% | Reduced |
| Huntington National Bank | 1 | $39 | 0.00% | 00.0% | Unchanged |
| New South Capital Management Inc | 0 | $0 | 0.00% | −635,011−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −409,781−100.0% | Sold out |
| Jennison Associates LLC | 0 | $0 | 0.00% | −320,157−100.0% | Sold out |
| SG Capital Management LLC | 0 | $0 | 0.00% | −277,183−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −230,991−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −226,642−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −206,019−100.0% | Sold out |
| Rhumbline Advisers | 0 | $0 | 0.00% | −146,138−100.0% | Sold out |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −119,380−100.0% | Sold out |
| Atom Investors LP | 0 | $0 | 0.00% | −104,762−100.0% | Sold out |
| Freestone Grove Partners LP | 0 | $0 | 0.00% | −101,409−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −89,422−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −85,831−100.0% | Sold out |
| Retirement Systems of Alabama | 0 | $0 | 0.00% | −51,247−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −50,096−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −49,377−100.0% | Sold out |
| O'Shaughnessy Asset Management, LLC | 0 | $0 | 0.00% | −48,727−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −40,400−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −39,751−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −35,273−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −30,156−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −27,602−100.0% | Sold out |
| Mutual of America Capital Management LLC | 0 | $0 | 0.00% | −17,771−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −17,486−100.0% | Sold out |
| Jain Global LLC | 0 | $0 | 0.00% | −15,645−100.0% | Sold out |
| Sequoia Financial Advisors, LLC | 0 | $0 | 0.00% | −12,807−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −11,706−100.0% | Sold out |
| Toroso Investments, LLC | 0 | $0 | 0.00% | −10,135−100.0% | Sold out |
| State of Michigan Retirement System | 0 | $0 | 0.00% | −10,121−100.0% | Sold out |
| Northwestern Mutual Investment Management Company, LLC | 0 | $0 | 0.00% | −9,554−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −9,519−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −7,645−100.0% | Sold out |
| PharVision Advisers, LLC | 0 | $0 | 0.00% | −7,411−100.0% | Sold out |
| Gotham Asset Management, LLC | 0 | $0 | 0.00% | −6,410−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −5,615−100.0% | Sold out |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −5,339−100.0% | Sold out |
| Xponance, Inc. | 0 | $0 | 0.00% | −5,266−100.0% | Sold out |
| Guggenheim Capital LLC | 0 | $0 | 0.00% | −5,258−100.0% | Sold out |
| Empowered Funds, LLC | 0 | $0 | 0.00% | −5,117−100.0% | Sold out |
| Seizert Capital Partners, LLC | 0 | $0 | 0.00% | −5,082−100.0% | Sold out |
| Hudson Bay Capital Management LP | 0 | $0 | 0.00% | −5,060−100.0% | Sold out |
| TradeLink Capital LLC | 0 | $0 | 0.00% | −4,967−100.0% | Sold out |
| Keybank National Association | 0 | $0 | 0.00% | −4,651−100.0% | Sold out |
| Abacus Wealth Partners, LLC | 0 | $0 | 0.00% | −4,538−100.0% | Sold out |
| Pallas Capital Advisors LLC | 0 | $0 | 0.00% | −4,258−100.0% | Sold out |
| Securian Asset Management, Inc | 0 | $0 | 0.00% | −3,088−100.0% | Sold out |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −534−100.0% | Sold out |
| Danske Bank A/S | 0 | $0 | 0.00% | −500−100.0% | Sold out |
| Clearstead Advisors, LLC | 0 | $0 | 0.00% | −352−100.0% | Sold out |
| Quest Partners LLC | 0 | $0 | 0.00% | −292−100.0% | Sold out |
| Brown Brothers Harriman & Co | 0 | $0 | 0.00% | −159−100.0% | Sold out |
| Smallwood Wealth Investment Management, LLC | 0 | $0 | 0.00% | −107−100.0% | Sold out |