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 15 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, Q1 2023
Institutional positions in Everpure, Inc. as of Mar 31, 2023. 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
- 409
- −19 vs. Q4 2022
- Shares held
- 254.1M
- −13.7M (−5.1%) vs. Q4 2022
- Total value
- $6.50B
- −$668.8M (−9.3%) vs. Q4 2022
- New holders
- 51
- 162 more added
- Sold out
- 70
- 136 more reduced
8 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Everpure, Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Steward Financial Group LLC | 18 | $0 | 0.00% | +8+80.0% | Added |
| SJS Investment Consulting Inc. | 1 | $26 | 0.00% | −1−50.0% | Reduced |
| TCI Wealth Advisors, Inc. | 2 | $52 | 0.00% | −59−96.7% | Reduced |
| True Wealth Design, LLC | 2 | $52 | 0.00% | +1+100.0% | Added |
| Disciplined Investments, LLC | 4 | $102 | 0.00% | +2+100.0% | Added |
| BerganKDV Wealth Management, LLC | 7 | $179 | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 7 | $179 | 0.00% | +4+133.3% | Added |
| Berkshire Capital Holdings Inc | 10 | $255 | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 15 | $383 | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 17 | $434 | 0.00% | +17 | New |
| Baker Avenue Asset Management, LP | 18 | $459 | 0.00% | −46−71.9% | Reduced |
| JFS Wealth Advisors, LLC | 18 | $460 | 0.00% | +11+157.1% | Added |
| Crewe Advisors LLC | 29 | $740 | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 32 | $817 | 0.00% | −3,300−99.0% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 36 | $918 | 0.00% | +36 | New |
| RFP Financial Group LLC | 39 | $995 | 0.00% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 23 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 43 | $1.00K | 0.00% | −4−8.5% | Reduced |
| Carolinas Wealth Consulting LLC | 41 | $1.05K | 0.00% | +41 | New |
| Rosenberg Matthew Hamilton | 52 | $1.33K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 60 | $1.53K | 0.00% | −1,237−95.4% | Reduced |
| Arcadia Investment Advisors LLC | 70 | $1.79K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 75 | $2.00K | 0.00% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 89 | $2.27K | 0.00% | +89 | New |
| Ancora Advisors, LLC | 100 | $2.55K | 0.00% | 00.0% | Unchanged |
| Duncker Streett & Co Inc | 100 | $2.55K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 100 | $2.55K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 100 | $2.55K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 114 | $2.91K | 0.00% | −40−26.0% | Reduced |
| PSI Advisors, LLC | 150 | $3.83K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 154 | $3.93K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 158 | $4.03K | 0.00% | +108+216.0% | Added |
| Bell Investment Advisors, Inc | 170 | $4.34K | 0.00% | 00.0% | Unchanged |
| Endurance Wealth Management, Inc. | 200 | $5.00K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 200 | $5.00K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 164 | $5.00K | 0.00% | −12−6.8% | Reduced |
| TD Waterhouse Canada Inc. | 150 | $5.15K | 0.00% | 00.0% | Unchanged |
| Performa Ltd (US), LLC | 225 | $5.74K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 250 | $6.38K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 260 | $6.63K | 0.00% | −78−23.1% | Reduced |
| Leonteq Securities AG | 271 | $6.91K | 0.00% | +213+367.2% | Added |
| Glassman Wealth Services | 282 | $7.19K | 0.00% | −92−24.6% | Reduced |
| Proequities, Inc. | 293 | $7.47K | 0.00% | +39+15.4% | Added |
| Belpointe Asset Management LLC | 309 | $7.88K | 0.00% | +159+106.0% | Added |
| CVA Family Office, LLC | 310 | $7.91K | 0.00% | −55−15.1% | Reduced |
| FIL Ltd | 317 | $8.09K | 0.00% | +259+446.6% | Added |
| CarsonAllaria Wealth Management, Ltd. | 400 | $10.2K | 0.01% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 400 | $10.2K | 0.01% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 434 | $11.0K | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 446 | $11.4K | 0.01% | +191+74.9% | Added |
| Private Trust Co NA | 451 | $11.5K | 0.00% | +26+6.1% | Added |
| Quadrant Capital Group LLC | 453 | $11.6K | 0.00% | +113+33.2% | Added |
| Hexagon Capital Partners LLC | 480 | $12.2K | 0.00% | +18+3.9% | Added |
| Geneos Wealth Management Inc. | 500 | $12.8K | 0.00% | 00.0% | Unchanged |
| Ci Investments Inc. | 515 | $13.0K | 0.00% | +95+22.6% | Added |
| Quent Capital, LLC | 554 | $14.1K | 0.00% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 556 | $14.2K | 0.00% | +556 | New |
| Lowe Wealth Advisors, LLC | 575 | $14.7K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 656 | $16.7K | 0.00% | −904−57.9% | Reduced |
| DecisionPoint Financial, LLC | 750 | $19.1K | 0.01% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 800 | $19.8K | 0.00% | +800 | New |
| Umb Bank N A | 1,000 | $25.5K | 0.00% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 1,000 | $25.5K | 0.01% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 1,000 | $25.5K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1,043 | $26.6K | 0.01% | +1,039+25,975.0% | Added |
| Whittier Trust Co | 1,176 | $30.0K | 0.00% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 1,250 | $32.0K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 1,290 | $32.9K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,568 | $35.4K | 0.00% | −550−26.0% | Reduced |
| American National Bank | 1,392 | $35.5K | 0.01% | +1,392 | New |
| Baillie Gifford & Co | 1,480 | $37.8K | 0.00% | +145+10.9% | Added |
| Fifth Third Bancorp | 1,500 | $38.3K | 0.00% | +1,500 | New |
| Allworth Financial LP | 1,511 | $38.5K | 0.00% | +113+8.1% | Added |
| Antonetti Capital Management LLC | 1,700 | $43.4K | 0.06% | 00.0% | Unchanged |
| Ahrens Investment Partners LLC | 1,715 | $43.8K | 0.02% | +1,715 | New |
| Quarry LP | 1,784 | $45.5K | 0.03% | +608+51.7% | Added |
| CWM, LLC | 2,026 | $52.0K | 0.00% | −517−20.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 2,227 | $56.8K | 0.00% | −500−18.3% | Reduced |
| Spire Wealth Management | 2,400 | $61.2K | 0.00% | −100−4.0% | Reduced |
| Brown Brothers Harriman & Co | 2,669 | $68.1K | 0.00% | +2,669 | New |
| Kapitalo Investimentos Ltda | 2,779 | $70.9K | 0.02% | +2,779 | New |
| Covestor Ltd | 2,781 | $71.0K | 0.06% | +819+41.7% | Added |
| Advisors Asset Management, Inc. | 2,870 | $73.2K | 0.00% | +60+2.1% | Added |
| Signaturefd, LLC | 2,965 | $75.6K | 0.00% | +1,403+89.8% | Added |
| Central Trust Co | 3,143 | $80.2K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 3,265 | $83.3K | 0.00% | +3,265 | New |
| American International Group, Inc. | 4,243 | $108.2K | 0.00% | −65−1.5% | Reduced |
| Shay Capital LLC | 5,000 | $127.5K | 0.05% | +5,000 | New |
| Adalta Capital Management LLC | 5,000 | $128.0K | 0.09% | −2,100−29.6% | Reduced |
| Householder Group Estate & Retirement Specialist, LLC | 5,900 | $151.0K | 0.06% | −187−3.1% | Reduced |
| Harbour Investments, Inc. | 6,468 | $165.0K | 0.01% | 00.0% | Unchanged |
| Capital Impact Advisors, LLC | 6,646 | $169.5K | 0.21% | −21,581−76.5% | Reduced |
| HM Payson & Co | 7,500 | $191.3K | 0.00% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 8,094 | $206.5K | 0.00% | +322+4.1% | Added |
| Vident Investment Advisory, LLC | 8,326 | $212.4K | 0.01% | −739−8.2% | Reduced |
| Trail Ridge Investment Advisors, LLC | 8,388 | $214.0K | 0.14% | +8,388 | New |
| M&T Bank Corp | 8,531 | $217.6K | 0.00% | +941+12.4% | Added |
| Truvestments Capital LLC | 8,896 | $226.9K | 0.12% | +3,047+52.1% | Added |
| Toroso Investments, LLC | 8,991 | $229.0K | 0.01% | +8,991 | New |
| Bristlecone Advisors, LLC | 9,000 | $229.6K | 0.03% | 00.0% | Unchanged |