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, Q4 2023
Institutional positions in Everpure, Inc. as of Dec 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
- 474
- +11 vs. Q3 2023
- Shares held
- 262.9M
- +1.76M (+0.7%) vs. Q3 2023
- Total value
- $9.38B
- +$72.4M (+0.8%) vs. Q3 2023
- New holders
- 79
- 176 more added
- Sold out
- 68
- 144 more reduced
5 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Everpure, Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sofos Investments, Inc. | 0 | $2 | 0.00% | 0 | Unchanged |
| IFP Advisors, Inc | 3 | $107 | 0.00% | −1,565−99.8% | Reduced |
| True Wealth Design, LLC | 3 | $107 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 4 | $143 | 0.00% | −2−33.3% | Reduced |
| SJS Investment Consulting Inc. | 6 | $214 | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 8 | $285 | 0.00% | +8 | New |
| DiNuzzo Private Wealth, Inc. | 8 | $286 | 0.00% | +8 | New |
| Berkshire Capital Holdings Inc | 10 | $357 | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 10 | $357 | 0.00% | +10 | New |
| Able Wealth Management LLC | 19 | $678 | 0.00% | +19 | New |
| Avion Wealth | 15 | $1.00K | 0.00% | +1+7.1% | Added |
| First Pacific Financial | 31 | $1.11K | 0.00% | +31 | New |
| JFS Wealth Advisors, LLC | 32 | $1.14K | 0.00% | +2+6.7% | Added |
| SRS Capital Advisors, Inc. | 34 | $1.21K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 39 | $1.39K | 0.00% | 00.0% | Unchanged |
| Abich Financial Wealth Management LLC | 46 | $1.64K | 0.00% | +46 | New |
| Rosenberg Matthew Hamilton | 52 | $1.85K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 54 | $1.93K | 0.00% | −51−48.6% | Reduced |
| Castleview Partners, LLC | 54 | $1.93K | 0.00% | +54 | New |
| Capital Advisors, Ltd. LLC | 43 | $2.00K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 59 | $2.10K | 0.00% | +55+1,375.0% | Added |
| Lee Financial Co | 62 | $2.21K | 0.00% | +62 | New |
| Private Wealth Management Group, LLC | 67 | $2.39K | 0.00% | +67 | New |
| Missouri Trust & Investment Co | 75 | $2.67K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 85 | $3.03K | 0.00% | −600−87.6% | Reduced |
| Versant Capital Management, Inc | 85 | $3.03K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 85 | $3.03K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 90 | $3.21K | 0.00% | +90 | New |
| Rakuten Securities, Inc. | 95 | $3.39K | 0.00% | +95 | New |
| First Manhattan Co | 100 | $3.56K | 0.00% | +100 | New |
| Ancora Advisors, LLC | 100 | $3.57K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 100 | $3.57K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 100 | $3.57K | 0.00% | +100 | New |
| Caitlin John, LLC | 100 | $3.57K | 0.00% | +100 | New |
| Leonteq Securities AG | 115 | $4.10K | 0.00% | 00.0% | Unchanged |
| MCF Advisors LLC | 140 | $4.99K | 0.00% | 00.0% | Unchanged |
| PSI Advisors, LLC | 150 | $5.35K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 150 | $5.35K | 0.00% | +150 | New |
| Glassman Wealth Services | 155 | $5.53K | 0.00% | +30+24.0% | Added |
| Lindbrook Capital, LLC | 160 | $5.71K | 0.00% | +28+21.2% | Added |
| Bell Investment Advisors, Inc | 166 | $5.92K | 0.00% | 00.0% | Unchanged |
| Asset Dedication, LLC | 150 | $6.00K | 0.00% | 00.0% | Unchanged |
| Birchbrook, Inc. | 170 | $6.06K | 0.00% | +170 | New |
| City State Bank | 200 | $7.00K | 0.00% | +200 | New |
| Performa Ltd (US), LLC | 200 | $7.13K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 150 | $7.37K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 213 | $7.60K | 0.00% | +81+61.4% | Added |
| REAP Financial Group, LLC | 215 | $7.67K | 0.00% | +215 | New |
| ORG Partners LLC | 250 | $8.91K | 0.00% | +200+400.0% | Added |
| EverSource Wealth Advisors, LLC | 255 | $9.09K | 0.00% | −28−9.9% | Reduced |
| Armstrong Advisory Group, Inc | 300 | $10.7K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 308 | $11.0K | 0.00% | +8+2.7% | Added |
| CVA Family Office, LLC | 310 | $11.1K | 0.00% | +310 | New |
| GAMMA Investing LLC | 312 | $12.5K | 0.00% | +312 | New |
| Indiana Trust & Investment Management CO | 375 | $13.4K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 379 | $13.5K | 0.00% | +67+21.5% | Added |
| Covestor Ltd | 395 | $14.0K | 0.01% | −361−47.8% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 389 | $14.0K | 0.00% | +125+47.3% | Added |
| Quadrant Capital Group LLC | 399 | $14.2K | 0.00% | −84−17.4% | Reduced |
| Ronald Blue Trust, Inc. | 425 | $15.0K | 0.00% | +282+197.2% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 412 | $15.0K | 0.00% | +275+200.7% | Added |
| Ci Investments Inc. | 443 | $16.0K | 0.00% | −354−44.4% | Reduced |
| Smithfield Trust Co | 459 | $16.0K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 473 | $16.9K | 0.00% | −24−4.8% | Reduced |
| Geneos Wealth Management Inc. | 500 | $17.8K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 554 | $19.8K | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 575 | $20.5K | 0.01% | 00.0% | Unchanged |
| Altshuler Shaham Ltd | 576 | $20.5K | 0.00% | −3−0.5% | Reduced |
| SYSTM Wealth Solutions LLC | 582 | $20.8K | 0.00% | +582 | New |
| AdvisorNet Financial, Inc | 660 | $23.5K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 672 | $24.0K | 0.00% | +92+15.9% | Added |
| Naples Money Management LLC | 699 | $24.9K | 0.02% | +699 | New |
| DecisionPoint Financial, LLC | 750 | $26.7K | 0.01% | 00.0% | Unchanged |
| LM Advisors LLC | 790 | $28.2K | 0.01% | +790 | New |
| Raleigh Capital Management Inc. | 854 | $30.5K | 0.01% | +129+17.8% | Added |
| Principal Securities, Inc. | 875 | $31.2K | 0.00% | +875 | New |
| Global Retirement Partners, LLC | 882 | $31.9K | 0.00% | +64+7.8% | Added |
| Silicon Valley Capital Partners | 897 | $32.0K | 0.01% | +612+214.7% | Added |
| Quarry LP | 921 | $32.8K | 0.02% | −198−17.7% | Reduced |
| Plato Investment Management Ltd | 930 | $33.2K | 0.04% | +930 | New |
| Parkside Financial Bank & Trust | 1,000 | $35.7K | 0.01% | −23−2.2% | Reduced |
| Evermay Wealth Management LLC | 1,000 | $35.7K | 0.01% | 00.0% | Unchanged |
| Proequities, Inc. | 1,012 | $36.1K | 0.00% | +120+13.5% | Added |
| Advisors Asset Management, Inc. | 1,061 | $37.8K | 0.00% | −400−27.4% | Reduced |
| Clearstead Advisors, LLC | 1,085 | $38.7K | 0.00% | +245+29.2% | Added |
| Spire Wealth Management | 1,000 | $40.9K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 1,154 | $41.2K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 1,176 | $41.9K | 0.00% | −11−0.9% | Reduced |
| Allspring Global Investments Holdings, LLC | 1,256 | $44.8K | 0.00% | +1,256 | New |
| Pacer Advisors, Inc. | 1,311 | $46.8K | 0.00% | +252+23.8% | Added |
| Harvest Fund Management Co., Ltd | 1,788 | $64.0K | 0.01% | +1,788 | New |
| McGlone Suttner Wealth Management, Inc. | 1,881 | $67.1K | 0.01% | +1,881 | New |
| Fifth Third Bancorp | 2,227 | $79.4K | 0.00% | +727+48.5% | Added |
| FNY Investment Advisers, LLC | 2,500 | $89.0K | 0.10% | +2,000+400.0% | Added |
| Virtus Fund Advisers, LLC | 2,533 | $90.3K | 0.56% | +1,756+226.0% | Added |
| Signaturefd, LLC | 2,608 | $93.0K | 0.00% | +64+2.5% | Added |
| Arcadia Investment Management Corp | 3,030 | $108.0K | 0.02% | +3,030 | New |
| Steward Partners Investment Advisory, LLC | 3,072 | $109.5K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 3,172 | $113.1K | 0.00% | 00.0% | Unchanged |
| Hennessy Advisors Inc | 3,188 | $113.7K | 0.01% | +3,188 | New |