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, Q3 2023
Institutional positions in Everpure, Inc. as of Sep 30, 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
- 468
- +29 vs. Q2 2023
- Shares held
- 261.4M
- +3.01M (+1.2%) vs. Q2 2023
- Total value
- $9.32B
- −$164.9M (−1.7%) vs. Q2 2023
- New holders
- 79
- 161 more added
- Sold out
- 50
- 149 more reduced
4 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2023: 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, Q3 2023
Shares, value and share of portfolio for each institution holding Everpure, Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Avion Wealth | 14 | $0 | 0.00% | +14 | New |
| Steward Financial Group LLC | 19 | $0 | 0.00% | +19 | New |
| Sofos Investments, Inc. | 0 | $2 | 0.00% | −37−100.0% | Reduced |
| True Wealth Design, LLC | 3 | $107 | 0.00% | +1+50.0% | Added |
| Farther Finance Advisors, LLC | 4 | $142 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 6 | $214 | 0.00% | +6 | New |
| SJS Investment Consulting Inc. | 6 | $214 | 0.00% | +6 | New |
| Berkshire Capital Holdings Inc | 10 | $356 | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 16 | $570 | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 17 | $606 | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 30 | $1.07K | 0.00% | +30 | New |
| SRS Capital Advisors, Inc. | 34 | $1.21K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 39 | $1.39K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 50 | $1.78K | 0.00% | +50 | New |
| ORG Partners LLC | 50 | $1.78K | 0.00% | +50 | New |
| Rosenberg Matthew Hamilton | 52 | $1.85K | 0.00% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 54 | $1.92K | 0.00% | +54 | New |
| Capital Advisors, Ltd. LLC | 43 | $2.00K | 0.00% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 75 | $2.67K | 0.00% | +75 | New |
| Versant Capital Management, Inc | 85 | $3.03K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 85 | $3.03K | 0.00% | +85 | New |
| Ancora Advisors, LLC | 100 | $3.56K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 100 | $3.56K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 105 | $3.74K | 0.00% | +105 | New |
| Leonteq Securities AG | 115 | $4.10K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 125 | $4.45K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 132 | $4.70K | 0.00% | +12+10.0% | Added |
| Lindbrook Capital, LLC | 132 | $4.70K | 0.00% | +21+18.9% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 137 | $4.88K | 0.00% | +137 | New |
| MCF Advisors LLC | 140 | $4.99K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 143 | $5.00K | 0.00% | −21−12.8% | Reduced |
| AlphaMark Advisors, LLC | 138 | $5.00K | 0.00% | +138 | New |
| PSI Advisors, LLC | 150 | $5.34K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 166 | $5.91K | 0.00% | −26−13.5% | Reduced |
| Asset Dedication, LLC | 150 | $6.00K | 0.00% | 00.0% | Unchanged |
| Headinvest, LLC | 181 | $6.43K | 0.00% | +181 | New |
| Performa Ltd (US), LLC | 200 | $7.12K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 150 | $7.29K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 250 | $8.90K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 264 | $9.00K | 0.00% | −125−32.1% | Reduced |
| EverSource Wealth Advisors, LLC | 283 | $10.1K | 0.00% | +43+17.9% | Added |
| Silicon Valley Capital Partners | 285 | $10.2K | 0.00% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 300 | $10.7K | 0.00% | +300 | New |
| Tradition Wealth Management, LLC | 300 | $11.0K | 0.00% | +100+50.0% | Added |
| Allworth Financial LP | 312 | $11.1K | 0.00% | +46+17.3% | Added |
| Indiana Trust & Investment Management CO | 375 | $13.4K | 0.01% | +375 | New |
| Register Financial Advisors LLC | 400 | $14.2K | 0.01% | 00.0% | Unchanged |
| Smithfield Trust Co | 459 | $16.0K | 0.00% | +459 | New |
| Stephens Inc | 466 | $16.6K | 0.00% | +344+282.0% | Added |
| FNY Investment Advisers, LLC | 500 | $17.0K | 0.01% | +500 | New |
| Quadrant Capital Group LLC | 483 | $17.2K | 0.00% | +84+21.1% | Added |
| Hexagon Capital Partners LLC | 497 | $17.7K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 500 | $17.8K | 0.00% | 00.0% | Unchanged |
| FIL Ltd | 540 | $19.2K | 0.00% | +19+3.6% | Added |
| Quent Capital, LLC | 554 | $19.7K | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 575 | $20.5K | 0.01% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 579 | $20.6K | 0.00% | +579 | New |
| Private Trust Co NA | 580 | $20.7K | 0.00% | +141+32.1% | Added |
| AdvisorNet Financial, Inc | 660 | $23.5K | 0.00% | +10+1.5% | Added |
| Sunbelt Securities, Inc. | 685 | $24.4K | 0.00% | −200−22.6% | Reduced |
| Northwest Investment Counselors, LLC | 700 | $24.9K | 0.01% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 725 | $25.8K | 0.01% | +233+47.4% | Added |
| DecisionPoint Financial, LLC | 750 | $26.7K | 0.01% | 00.0% | Unchanged |
| Covestor Ltd | 756 | $27.0K | 0.02% | −1,818−70.6% | Reduced |
| Virtus Fund Advisers, LLC | 777 | $27.7K | 0.20% | +777 | New |
| Ci Investments Inc. | 797 | $28.0K | 0.00% | −6−0.7% | Reduced |
| Global Retirement Partners, LLC | 818 | $28.1K | 0.00% | +818 | New |
| Clearstead Advisors, LLC | 840 | $29.9K | 0.00% | −343−29.0% | Reduced |
| St Germain D J Co Inc | 870 | $31.0K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 892 | $31.8K | 0.00% | +676+313.0% | Added |
| Evermay Wealth Management LLC | 1,000 | $35.6K | 0.01% | 00.0% | Unchanged |
| Spire Wealth Management | 1,000 | $35.6K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 1,023 | $36.4K | 0.01% | +16+1.6% | Added |
| Pacer Advisors, Inc. | 1,059 | $37.7K | 0.00% | −1,170,054−99.9% | Reduced |
| Quarry LP | 1,119 | $39.9K | 0.03% | +713+175.6% | Added |
| Umb Bank N A | 1,154 | $41.1K | 0.00% | +154+15.4% | Added |
| Whittier Trust Co | 1,187 | $42.3K | 0.00% | +11+0.9% | Added |
| First Horizon Advisors, Inc. | 1,380 | $49.2K | 0.00% | +480+53.3% | Added |
| American National Bank | 1,392 | $49.6K | 0.01% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 1,461 | $52.0K | 0.00% | −548−27.3% | Reduced |
| Fifth Third Bancorp | 1,500 | $53.4K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,568 | $55.9K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 2,189 | $78.0K | 0.00% | −3,848−63.7% | Reduced |
| Signaturefd, LLC | 2,544 | $90.6K | 0.00% | −26−1.0% | Reduced |
| State of Wyoming | 2,766 | $98.5K | 0.02% | −2,196−44.3% | Reduced |
| Asset Management One Co.,Ltd. | 3,051 | $108.7K | 0.00% | −15,105−83.2% | Reduced |
| Steward Partners Investment Advisory, LLC | 3,072 | $109.4K | 0.00% | +533+21.0% | Added |
| Central Trust Co | 3,172 | $113.0K | 0.00% | +29+0.9% | Added |
| Quintet Private Bank (Europe) S.A. | 3,289 | $117.1K | 0.01% | +3,289 | New |
| American International Group, Inc. | 4,339 | $154.6K | 0.00% | −295−6.4% | Reduced |
| CWM, LLC | 4,710 | $168.0K | 0.00% | +2,793+145.7% | Added |
| NBC Securities, Inc. | 5,113 | $182.0K | 0.02% | +5,113 | New |
| KBC Group NV | 5,387 | $192.0K | 0.00% | +5,387 | New |
| Fort Sheridan Advisors LLC | 5,533 | $197.1K | 0.04% | 00.0% | Unchanged |
| Jaffetilchin Investment Partners, LLC | 5,663 | $201.7K | 0.02% | −2,741−32.6% | Reduced |
| Clearwater Capital Advisors, LLC | 5,901 | $210.2K | 0.03% | −342−5.5% | Reduced |
| Peapack Gladstone Financial Corp | 5,960 | $212.0K | 0.00% | 00.0% | Unchanged |
| Kestra Private Wealth Services, LLC | 6,180 | $220.1K | 0.01% | 00.0% | Unchanged |
| Motley Fool Asset Management LLC | 6,275 | $223.5K | 0.02% | −24−0.4% | Reduced |
| HB Wealth Management, LLC | 6,276 | $223.6K | 0.00% | +30.0% | Added |