Everpure, Inc.
P- Exchange
- NYSE
- Industry
- Computer Storage Devices
- SEC CIK
- 0001474432
In the last 90 days, Everpure, Inc. insiders filed 0 open-market purchases and 14 sales; 816 institutions reported holding it in 13F filings for Q2 2026, worth $21.7B in total; ARK Invest is the only superinvestor holding it.
13F holders, Q4 2022
Institutional positions in Everpure, Inc. as of Dec 31, 2022. 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
- 436
- +44 vs. Q3 2022
- Shares held
- 267.9M
- +12.5M (+4.9%) vs. Q3 2022
- Total value
- $7.17B
- +$175.0M (+2.5%) vs. Q3 2022
- New holders
- 81
- 165 more added
- Sold out
- 37
- 136 more reduced
3 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting P 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 | 816 | $21.7B |
| Q1 2026 | 768 | $16.0B |
| Q4 2025 | 790 | $18.7B |
| Q3 2025 | 773 | $23.0B |
| Q2 2025 | 694 | $16.1B |
| Q1 2025 | 648 | $12.3B |
| Q4 2024 | 663 | $16.8B |
| Q3 2024 | 618 | $13.5B |
| Q2 2024 | 653 | $17.6B |
| Q1 2024 | 557 | $14.2B |
| Q4 2023 | 474 | $9.38B |
| Q3 2023 | 468 | $9.32B |
| Q2 2023 | 443 | $9.49B |
| Q1 2023 | 409 | $6.50B |
| Q4 2022 | 436 | $7.17B |
| Q3 2022 | 395 | $7.04B |
| Q2 2022 | 388 | $6.36B |
| Q1 2022 | 391 | $8.66B |
| Q4 2021 | 368 | $7.78B |
| Q3 2021 | 313 | $5.93B |
| Q2 2021 | 290 | $4.59B |
| Q1 2021 | 293 | $5.13B |
Institutions, Q4 2022
Shares, value and share of portfolio for each institution holding Everpure, Inc.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Steward Financial Group LLC | 10 | $0 | 0.00% | +10 | New |
| True Wealth Design, LLC | 1 | $27 | 0.00% | +1 | New |
| Sofos Investments, Inc. | 27 | $44 | 0.00% | +27 | New |
| Disciplined Investments, LLC | 2 | $54 | 0.00% | +1+100.0% | Added |
| SJS Investment Consulting Inc. | 2 | $54 | 0.00% | −8−80.0% | Reduced |
| Schubert & Co | 3 | $80 | 0.00% | −3−50.0% | Reduced |
| Farther Finance Advisors, LLC | 4 | $107 | 0.00% | +4 | New |
| JFS Wealth Advisors, LLC | 7 | $187 | 0.00% | +2+40.0% | Added |
| BerganKDV Wealth Management, LLC | 7 | $187 | 0.00% | 00.0% | Unchanged |
| Berkshire Capital Holdings Inc | 10 | $268 | 0.00% | +10 | New |
| Zions Bancorporation, N.A. | 10 | $268 | 0.00% | +10 | New |
| SRS Capital Advisors, Inc. | 15 | $401 | 0.00% | +15 | New |
| JJJ Advisors Inc. | 21 | $557 | 0.00% | +4+23.5% | Added |
| Beaird Harris Wealth Management, LLC | 21 | $562 | 0.00% | +21 | New |
| Global Retirement Partners, LLC | 23 | $615 | 0.00% | +23 | New |
| Concord Wealth Partners | 28 | $749 | 0.00% | +28 | New |
| Crewe Advisors LLC | 29 | $776 | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 31 | $830 | 0.00% | +31 | New |
| Capital Advisors, Ltd. LLC | 47 | $1.00K | 0.00% | −46−49.5% | Reduced |
| TD Ameritrade Investment Management, LLC | 23 | $1.00K | 0.00% | −20−46.5% | Reduced |
| Jones Financial Companies LLLP | 31 | $1.00K | 0.00% | +31 | New |
| RFP Financial Group LLC | 39 | $1.04K | 0.00% | +39 | New |
| Versant Capital Management, Inc | 50 | $1.34K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 52 | $1.39K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 58 | $1.55K | 0.00% | −190−76.6% | Reduced |
| FIL Ltd | 58 | $1.55K | 0.00% | +30+107.1% | Added |
| Burleson & Company, LLC | 60 | $1.61K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 61 | $1.63K | 0.00% | +20+48.8% | Added |
| Baker Avenue Asset Management, LP | 64 | $1.71K | 0.00% | +64 | New |
| Arcadia Investment Advisors LLC | 70 | $1.87K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 75 | $2.00K | 0.00% | +75 | New |
| New England Capital Financial Advisors LLC | 100 | $2.60K | 0.00% | +100 | New |
| Duncker Streett & Co Inc | 100 | $2.68K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 100 | $2.68K | 0.00% | +100 | New |
| Ancora Advisors, LLC | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| Belpointe Asset Management LLC | 150 | $4.01K | 0.00% | −15,751−99.1% | Reduced |
| PSI Advisors, LLC | 150 | $4.01K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 154 | $4.12K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 154 | $4.12K | 0.00% | +65+73.0% | Added |
| Bell Investment Advisors, Inc | 170 | $4.55K | 0.00% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 200 | $5.00K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 200 | $5.00K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 200 | $5.00K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 176 | $5.00K | 0.00% | +152+633.3% | Added |
| Bartlett & Co. Wealth Management LLC | 200 | $5.35K | 0.00% | 00.0% | Unchanged |
| Trustcore Financial Services, LLC | 200 | $5.35K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 150 | $5.57K | 0.00% | 00.0% | Unchanged |
| Performa Ltd (US), LLC | 225 | $6.02K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 250 | $6.69K | 0.00% | +250 | New |
| U.S. Capital Wealth Advisors, LLC | 250 | $6.69K | 0.00% | +250 | New |
| Proequities, Inc. | 254 | $6.80K | 0.00% | +20+8.5% | Added |
| Raleigh Capital Management Inc. | 255 | $6.82K | 0.00% | +83+48.3% | Added |
| Bessemer Group Inc | 248 | $7.00K | 0.00% | +248 | New |
| EverSource Wealth Advisors, LLC | 338 | $9.04K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 340 | $9.10K | 0.00% | −54−13.7% | Reduced |
| CVA Family Office, LLC | 365 | $9.77K | 0.00% | +30+9.0% | Added |
| Glassman Wealth Services | 374 | $10.0K | 0.00% | −15−3.9% | Reduced |
| Register Financial Advisors LLC | 400 | $10.7K | 0.01% | +400 | New |
| CarsonAllaria Wealth Management, Ltd. | 400 | $11.0K | 0.01% | −2,048−83.7% | Reduced |
| Private Trust Co NA | 425 | $11.0K | 0.00% | −6−1.4% | Reduced |
| Ci Investments Inc. | 420 | $11.0K | 0.00% | +2+0.5% | Added |
| Parkside Financial Bank & Trust | 419 | $11.2K | 0.00% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 420 | $11.2K | 0.00% | +210+100.0% | Added |
| Benjamin F. Edwards & Company, Inc. | 434 | $12.0K | 0.00% | +170+64.4% | Added |
| Hexagon Capital Partners LLC | 462 | $12.4K | 0.00% | −151−24.6% | Reduced |
| Geneos Wealth Management Inc. | 500 | $13.4K | 0.00% | +200+66.7% | Added |
| Quent Capital, LLC | 554 | $14.8K | 0.00% | +292+111.5% | Added |
| Lowe Wealth Advisors, LLC | 575 | $15.4K | 0.01% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 750 | $20.1K | 0.01% | +750 | New |
| St Germain D J Co Inc | 870 | $23.3K | 0.01% | +870 | New |
| Evermay Wealth Management LLC | 1,000 | $26.8K | 0.01% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 1,000 | $26.8K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 1,000 | $27.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 1,176 | $31.5K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 1,176 | $31.5K | 0.03% | +1,176 | New |
| Banque Cantonale Vaudoise | 1,250 | $33.0K | 0.00% | −156−11.1% | Reduced |
| Huntington National Bank | 1,290 | $34.5K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 1,297 | $34.7K | 0.00% | +303+30.5% | Added |
| Baillie Gifford & Co | 1,335 | $35.7K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 1,398 | $37.4K | 0.00% | +61+4.6% | Added |
| Accurate Wealth Management, LLC | 1,474 | $39.0K | 0.01% | +1,474 | New |
| Smithfield Trust Co | 1,486 | $40.0K | 0.00% | +1,486 | New |
| AdvisorNet Financial, Inc | 1,560 | $41.7K | 0.00% | +1,150+280.5% | Added |
| Signaturefd, LLC | 1,562 | $41.8K | 0.00% | +193+14.1% | Added |
| Antonetti Capital Management LLC | 1,700 | $45.5K | 0.06% | +1,700 | New |
| IFP Advisors, Inc | 2,118 | $48.0K | 0.00% | −83−3.8% | Reduced |
| Covestor Ltd | 1,962 | $53.0K | 0.04% | +581+42.1% | Added |
| GWM Advisors LLC | 18,588 | $58.5K | 0.00% | +1,747+10.4% | Added |
| Spire Wealth Management | 2,500 | $67.0K | 0.00% | +100+4.2% | Added |
| CWM, LLC | 2,543 | $68.0K | 0.00% | +696+37.7% | Added |
| Harbor Capital Advisors, Inc. | 2,576 | $68.9K | 0.07% | −481−15.7% | Reduced |
| Romano Brothers and Company | 2,598 | $69.5K | 0.01% | +2,598 | New |
| Steward Partners Investment Advisory, LLC | 2,727 | $73.0K | 0.00% | −294−9.7% | Reduced |
| Advisors Asset Management, Inc. | 2,810 | $75.2K | 0.00% | +28+1.0% | Added |
| Central Trust Co | 3,143 | $84.1K | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 3,332 | $89.2K | 0.01% | −8,700−72.3% | Reduced |
| Rockefeller Capital Management L.P. | 4,043 | $108.0K | 0.00% | +886+28.1% | Added |
| Emerald Mutual Fund Advisers Trust | 4,296 | $115.0K | 0.01% | −900−17.3% | Reduced |
| American International Group, Inc. | 4,308 | $115.3K | 0.00% | −99−2.2% | Reduced |
| Parallax Volatility Advisers, L.P. | 5,408 | $144.7K | 0.00% | +2,293+73.6% | Added |