EverforthEFOR
13F holders, Q1 2024 (March 31)278holders
6famous investors
$104.86avg. 13F price*
At the end of Q1 2024, 278 institutions reported holding Everforth Inc. (EFOR) in their 13F filings. The largest holders were BlackRock Inc. ($585.1M), Vanguard Group Inc. ($496.7M) and FMR LLC ($393.9M). 6 famous investors held it, including Ron Baron (0.6% of Baron Capital (BAMCO)'s portfolio), Jeremy Grantham (0.1% of GMO's portfolio) and Cliff Asness (0.1% of AQR Capital Management's portfolio).
- Company
- Everforth Inc.
- Filed as
- ASGN INC (Q1 2024)
- CUSIP
- 00191U102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 30 | $27.5M |
| Exits | 30 | $13.4M |
Ownership 278 holders
| BlackRock Inc. | 0.01% | Reduce -1.9% | 5,584,846 | $585.1M |
| Vanguard Group Inc. | 0.01% | Add +0.5% | 4,741,010 | $496.7M |
| FMR LLC | 0.03% | Add +3.5% | 3,759,575 | $393.9M |
| Baron Capital (BAMCO) | 0.62% | No change | 2,227,200 | $233.3M |
| State Street Corp. | 0.01% | Add +1.7% | 1,760,189 | $184.4M |
| Dimensional Fund Advisors LP | 0.04% | Reduce -6.3% | 1,516,627 | $158.9M |
| Invesco Ltd. | 0.03% | Reduce -1.2% | 1,439,996 | $150.9M |
| Macquarie Group Ltd. | 0.16% | Reduce -2.6% | 1,323,108 | $138.6M |
| T. Rowe Price Investment Management, Inc. | 0.07% | Add +19.3% | 1,061,466 | $111.2M |
| Geode Capital Management, LLC | 0.01% | Add +2.2% | 1,050,667 | $110.1M |
| Boston Partners | 0.13% | Add +5.4% | 1,023,354 | $107.2M |
| Pathstone Holdings, LLC | 0.45% | Add +3.5% | 911,593 | $95.5M |
| Victory Capital Management Inc. | 0.09% | Reduce -1.9% | 891,864 | $93.4M |
| Thrivent Financial for Lutherans | 0.17% | Reduce -3.3% | 801,586 | $84.0M |
| FIL Ltd | 0.07% | Reduce -36.7% | 690,441 | $72.3M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -4.0% | 681,835 | $71.4M |
| Schroder Investment Management Group | 0.08% | Reduce -6.2% | 662,600 | $69.4M |
| Jennison Associates LLC | 0.05% | Add +10.1% | 645,174 | $67.6M |
| Aristotle Capital Boston, LLC | 1.83% | Reduce -3.0% | 575,091 | $60.2M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +1.2% | 555,735 | $58.2M |
| Reinhart Partners, Llc. | 2.34% | Add +0.9% | 548,300 | $57.4M |
| Northern Trust Corp. | 0.01% | Reduce -10.2% | 546,130 | $57.2M |
| Vaughan Nelson Investment Management, L.P. | 0.50% | Add +14.9% | 545,772 | $57.2M |
| Norges Bank | 0.01% | Add +2.2% | 540,724 | $56.6M |
| Bank of New York Mellon Corp | 0.01% | Reduce -4.2% | 471,682 | $49.4M |
| JPMorgan Chase & Co. | 0.00% | Reduce -5.7% | 468,347 | $49.1M |
| Nuveen Asset Management, LLC | 0.01% | Reduce -2.1% | 445,853 | $46.7M |
| Morgan Stanley | 0.00% | Reduce -6.3% | 413,660 | $43.3M |
| Bank of America Corp. | 0.00% | Add +1.0% | 386,968 | $40.5M |
| AQR Capital Management | 0.06% | Reduce -16.6% | 313,676 | $32.7M |
| New South Capital Management Inc. | 1.33% | Reduce -2.2% | 302,165 | $31.7M |
| Pictet Asset Management Holding SA | 0.03% | Reduce -13.6% | 301,881 | $31.6M |
| GMO | 0.11% | Add +99.7% | 301,041 | $31.5M |
| T. Rowe Price Associates Inc. | 0.00% | Add +10.0% | 238,413 | $25.0M |
| Systematic Financial Management LP | 0.69% | Reduce -0.7% | 235,843 | $24.7M |
| Laurus Global Equity Management Inc. | 7.91% | No change | 158,991 | $22.6M |
| Caisse de depot et placement du Quebec | 0.05% | New | 206,571 | $21.6M |
| Natixis Advisors, LLC | 0.05% | Add +21.8% | 206,362 | $21.6M |
| Millennium Management | 0.02% | Reduce -46.2% | 206,319 | $21.6M |
| Principal Financial Group Inc. | 0.01% | Add +11.9% | 197,094 | $20.6M |
| Truist Financial Corp. | 0.03% | Reduce -4.2% | 191,766 | $20.1M |
| Rhumbline Advisers | 0.02% | Reduce -0.7% | 177,730 | $18.6M |
| Sei Investments Co. | 0.03% | Reduce -4.0% | 176,611 | $18.5M |
| Peregrine Capital Management LLC | 0.50% | Add +0.0% | 168,079 | $17.6M |
| Citadel Advisors | 0.02% | Reduce -20.5% | 157,574 | $16.5M |
| Glenmede Trust Co. NA | 0.08% | Add +7.3% | 145,242 | $15.2M |
| Fort Washington Investment Advisors Inc. | 0.09% | Add +6.2% | 135,877 | $14.2M |
| Retirement Systems of Alabama | 0.05% | Reduce -3.5% | 130,757 | $13.7M |
| North Point Portfolio Managers Corp. | 2.26% | Add +0.4% | 127,774 | $13.4M |
| UBS Group AG | 0.00% | Reduce -10.3% | 104,980 | $11.0M |
| Legal & General Group Plc | 0.00% | Reduce -8.4% | 104,204 | $10.9M |
| Alliancebernstein L.P. | 0.00% | Reduce -3.0% | 102,270 | $10.7M |
| Allspring Global Investments Holdings, LLC | 0.02% | Add +2.2% | 99,250 | $10.4M |
| Swiss National Bank | 0.01% | Reduce -2.2% | 93,200 | $9.8M |
| Leith Wheeler Investment Counsel Ltd. | 0.95% | Reduce -29.1% | 93,075 | $9.8M |
| Ameriprise Financial Inc. | 0.00% | Reduce -0.3% | 92,451 | $9.7M |
| California Public Employees Retirement System | 0.01% | Reduce -3.0% | 91,368 | $9.6M |
| American International Group, Inc. | 0.03% | Reduce -2.4% | 84,830 | $8.9M |
| Barclays PLC | 0.00% | Reduce -25.9% | 82,644 | $8.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +7.2% | 73,486 | $7.7M |
| Kennedy Capital Management LLC | 0.15% | Reduce -33.3% | 69,900 | $7.3M |
| Credit Suisse AG/ | 0.01% | Add +1.4% | 68,825 | $7.2M |
| New York State Teachers Retirement System | 0.01% | Reduce -3.9% | 65,834 | $6.9M |
| Balyasny Asset Management L.P. | 0.02% | Add +2312.9% | 64,715 | $6.8M |
| GHP Investment Advisors, Inc. | 0.33% | Add +6.2% | 63,486 | $6.7M |
| Castleark Management LLC | 0.26% | Add +56.3% | 58,590 | $6.1M |
| Cresset Asset Management, LLC | 0.03% | Add +1.4% | 57,560 | $6.0M |
| Manufacturers Life Insurance Company, The | 0.01% | Add +2.0% | 57,012 | $6.0M |
| CI Investments Inc. | 0.02% | Reduce -3.5% | 48,732 | $5.1M |
| MetLife Investment Management, LLC | 0.03% | Reduce -3.3% | 48,540 | $5.1M |
| Algert Global LLC | 0.20% | Reduce -64.0% | 47,768 | $5.0M |
| California State Teachers Retirement System | 0.01% | Reduce -7.4% | 47,492 | $5.0M |
| Amundi | 0.00% | Reduce -16.4% | 51,831 | $5.0M |
| State of Tennessee, Department of Treasury | 0.02% | Add +56.9% | 44,107 | $4.6M |
| Texas Permanent School Fund Corp. | 0.03% | Add +1.4% | 41,309 | $4.3M |
| American Century Companies Inc. | 0.00% | Add +0.1% | 40,557 | $4.2M |
| Chatham Capital Group, Inc. | 0.75% | Add +11.3% | 39,123 | $4.1M |
| CANADA LIFE ASSURANCE Co | 0.01% | No change | 36,769 | $3.9M |
| NFJ Investment Group, LLC | 0.10% | Reduce -7.0% | 35,769 | $3.7M |
| Deutsche Bank AG | 0.00% | Reduce -2.4% | 35,696 | $3.7M |
| Ontario Teachers Pension Plan Board | 0.03% | Add +72.2% | 35,119 | $3.7M |
| Sit Investment Associates Inc. | 0.08% | No change | 34,465 | $3.6M |
| First Trust Advisors LP | 0.00% | Reduce -5.8% | 34,225 | $3.6M |
| Wells Fargo & Company | 0.00% | Reduce -19.5% | 31,743 | $3.3M |
| New York State Common Retirement Fund | 0.00% | Add +0.2% | 30,190 | $3.2M |
| Martingale Asset Management L P | 0.06% | Add +19.4% | 29,646 | $3.1M |
| Raymond James & Associates | 0.00% | Add +20.7% | 28,660 | $3.0M |
| State of New Jersey Common Pension Fund D | 0.01% | No change | 28,337 | $3.0M |
| Mutual of America Capital Management LLC | 0.03% | Reduce -3.8% | 28,123 | $2.9M |
| BNP Paribas Financial Markets | 0.00% | Add +19.6% | 24,956 | $2.6M |
| Amalgamated Bank | 0.02% | Reduce -11.5% | 24,742 | $2.6M |
| Susquehanna Portfolio Strategies, LLC | 0.06% | Reduce -14.1% | 24,464 | $2.6M |
| Janney Montgomery Scott LLC | 0.01% | Add +31.0% | 23,276 | $2.4M |
| Janus Henderson Group PLC | 0.00% | Add +0.0% | 23,146 | $2.4M |
| Cambiar Investors LLC | 0.09% | Reduce -14.8% | 23,067 | $2.4M |
| Yousif Capital Management, LLC | 0.03% | Reduce -2.4% | 22,262 | $2.3M |
| Jane Street Group, LLC | 0.00% | Reduce -30.2% | 22,137 | $2.3M |
| Russell Investments Group, Ltd. | 0.00% | Reduce -18.1% | 20,362 | $2.1M |
| EULAV Asset Management | 0.06% | No change | 20,100 | $2.1M |
| Comerica Bank | 0.01% | Reduce -2.8% | 19,557 | $2.0M |
| Illinois Municipal Retirement Fund | 0.03% | No change | 19,267 | $2.0M |
| Royal Bank of Canada | 0.00% | Reduce -60.3% | 17,748 | $1.9M |
| Holocene Advisors, LP | 0.01% | Add +19.3% | 17,506 | $1.8M |
| Orion Porfolio Solutions, LLC | 0.02% | Reduce -9.1% | 17,014 | $1.8M |
| Orion Portfolio Solutions, LLC | 0.02% | Reduce -9.1% | 17,014 | $1.8M |
| Teachers Retirement System of the State of Kentucky | 0.02% | No change | 16,990 | $1.8M |
| Danske Bank A/S | 0.01% | — | 16,866 | $1.8M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.01% | Add +67.7% | 16,833 | $1.8M |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Reduce -3.8% | 21,442 | $1.7M |
| Bank of Montreal | 0.00% | Add +103.1% | 16,411 | $1.7M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -12.0% | 16,142 | $1.7M |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -0.9% | 15,405 | $1.6M |
| O'shaughnessy Asset Management, LLC | 0.02% | Add +58.6% | 15,336 | $1.6M |
| Ameritas Investment Partners, Inc. | 0.05% | Reduce -1.1% | 15,024 | $1.6M |
| Voya Investment Management LLC | 0.00% | Reduce -20.6% | 15,021 | $1.6M |
| Allianz Asset Management GmbH | 0.00% | Add +43.9% | 14,900 | $1.6M |
| Man Group plc | 0.00% | Add +10.5% | 14,667 | $1.5M |
| LPL Financial LLC | 0.00% | Add +5.2% | 14,275 | $1.5M |
| Citigroup Inc. | 0.00% | Reduce -87.0% | 14,246 | $1.5M |
| Louisiana State Employees Retirement System | 0.03% | Add +2.3% | 13,600 | $1.4M |
| Arizona State Retirement System | 0.01% | Reduce -4.1% | 12,972 | $1.4M |
| Zions Bancorporation, N.A. | 0.10% | Add +4.5% | 12,442 | $1.3M |
| TD Asset Management Inc | 0.00% | No change | 11,800 | $1.2M |
| Oregon Public Employees Retirement Fund | 0.02% | Reduce -12.0% | 11,700 | $1.2M |
| State of Michigan Retirement System | 0.01% | Add +2.6% | 11,621 | $1.2M |
| NorthCrest Asset Manangement, LLC | 0.04% | Reduce -1.3% | 11,590 | $1.2M |
| State Board of Administration of Florida Retirement System | 0.00% | Add +3.3% | 14,232 | $1.2M |
| Gotham Asset Management | 0.02% | Add +106.9% | 11,156 | $1.2M |
| Ziegler Capital Management, LLC | 0.04% | Add +7.2% | 10,850 | $1.1M |
| State of Wisconsin Investment Board | 0.00% | Reduce -19.5% | 10,776 | $1.1M |
| ProShare Advisors LLC | 0.00% | Add +2.5% | 10,751 | $1.1M |
| Creative Planning | 0.00% | Add +34.8% | 10,728 | $1.1M |
| Northwestern Mutual Investment Management Company, LLC | 0.03% | Add +0.3% | 10,527 | $1.1M |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Add +0.3% | 10,441 | $1.1M |
| New Mexico Educational Retirement Board | 0.04% | No change | 10,200 | $1.1M |
| Qube Research & Technologies Ltd | 0.00% | Reduce -52.9% | 9,935 | $1.0M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -2.4% | 9,819 | $1.0M |
| STRS Ohio | 0.00% | Add +111.4% | 9,300 | $974K |
| Henshaw Capital LLC | 0.04% | No change | 8,587 | $900K |
| Keybank National Association | 0.00% | Add +2.0% | 8,447 | $885K |
| Handelsbanken Fonder AB | 0.00% | No change | 8,023 | $840K |
| Prudential Financial Inc. | 0.00% | Add +42.8% | 7,189 | $753K |
| Pacer Advisors, Inc. | 0.00% | Reduce -0.8% | 7,027 | $736K |
| Hudson Edge Investment Partners Inc. | 0.14% | No change | 6,798 | $712K |
| Xponance LLC | 0.01% | Reduce -2.1% | 6,725 | $705K |
| Teacher Retirement System of Texas | 0.00% | Reduce -5.1% | 6,695 | $701K |
| Federated Hermes, Inc. | 0.00% | Reduce -9.0% | 6,661 | $698K |
| Argent Capital Management LLC | 0.02% | Add +10.7% | 6,549 | $686K |
| Susquehanna International Group, LLP | 0.00% | Reduce -74.3% | 6,495 | $680K |
| Harbor Capital Advisors, Inc. | 0.09% | Add +294.2% | 6,485 | $679K |
| US Bancorp \de | 0.00% | Reduce -1.9% | 6,157 | $645K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Reduce -20.5% | 6,001 | $629K |
| Vise Technologies, Inc. | 0.12% | Add +6.1% | 5,728 | $600K |
| Quantedge Capital Pte Ltd | 0.25% | New | 5,600 | $587K |
| State of Wyoming | 0.10% | Reduce -38.3% | 5,528 | $579K |
| State of Alaska, Department of Revenue | 0.01% | No change | 5,100 | $534K |
| Public Employees Retirement Association of Colorado | 0.00% | Reduce -12.1% | 5,084 | $533K |
| Crossmark Global Holdings, Inc. | 0.01% | Reduce -0.1% | 5,055 | $530K |
| Ritholtz Wealth Management | 0.02% | New | 4,947 | $518K |
| Higgins & Schmidt Wealth Strategies LLC | 0.38% | No change | 4,912 | $515K |
| Meadow Creek Wealth Advisors LLC | 0.36% | New | 4,884 | $512K |
| Tidal Investments LLC | 0.01% | Add +30.3% | 4,815 | $504K |
| Hohimer Wealth Management, LLC | 0.12% | Reduce -37.9% | 4,748 | $497K |
| Capstone Investment Advisors, LLC | 0.02% | New | 4,558 | $477K |
| Radnor Capital Management, LLC | 0.08% | No change | 4,500 | $471K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -1.6% | 4,396 | $461K |
| HSBC Holdings PLC | 0.00% | New | 4,388 | $459K |
| Verition Fund Management LLC | 0.00% | New | 4,256 | $446K |
| Securian Asset Management, Inc. | 0.01% | Reduce -2.5% | 3,883 | $407K |
| Lindenwold Advisors, INC | 0.22% | Add +1.1% | 3,873 | $406K |
| Vestcor Inc | 0.01% | No change | 3,606 | $378K |
| New York Life Investment Management LLC | 0.00% | New | 3,544 | $371K |
| Smith Group Asset Management, LLC | 0.02% | No change | 3,503 | $367K |
| Coldstream Capital Management Inc. | 0.01% | Add +0.7% | 3,364 | $352K |
| Quantinno Capital Management LP | 0.01% | Add +2.2% | 3,264 | $342K |
| Schonfeld Strategic Advisors LLC | 0.00% | New | 3,230 | $338K |
| AlphaMark Advisors, LLC | 0.12% | New | 3,165 | $332K |
| Mackenzie Financial Corp. | 0.00% | No change | 3,120 | $327K |
| Pearl River Capital, LLC | 0.05% | New | 3,087 | $323K |
| Assenagon Asset Management S.A. | 0.00% | Reduce -85.8% | 3,086 | $323K |
| Essex Investment Management Co. LLC | 0.06% | No change | 2,900 | $304K |
| Elevation Point Wealth Partners, LLC | 0.02% | Add +17.5% | 2,888 | $303K |
| Cim Investment Management Inc. | 0.09% | No change | 2,730 | $286K |
| Aristides Capital LLC | 0.12% | New | 2,597 | $272K |
| Verdence Capital Advisors LLC | 0.02% | Reduce -3.3% | 2,525 | $265K |
| Cetera Investment Advisers | 0.00% | New | 2,475 | $259K |
| Metropolitan Life Insurance Co | 0.01% | Reduce -9.7% | 2,422 | $254K |
| Profund Advisors LLC | 0.01% | Reduce -3.2% | 2,377 | $249K |
| Kathmere Capital Management, LLC | 0.03% | Add +0.6% | 2,174 | $228K |
| Mariner, LLC | 0.00% | Reduce -88.5% | 2,099 | $220K |
| HighTower Advisors, LLC | 0.00% | New | 2,054 | $215K |
| Shelton Capital Management | 0.01% | New | 2,035 | $213K |
| Linden Thomas Advisory Services, LLC | 0.03% | New | 1,962 | $206K |
| NewEdge Advisors, LLC | 0.00% | Reduce -3.2% | 1,945 | $204K |
| CIBC Private Wealth Group LLC | 0.00% | New | 1,979 | $202K |
| Lazard Asset Management LLC | 0.00% | Reduce -2.9% | 1,934 | $202K |
| Dakota Wealth Management | 0.01% | Reduce -43.4% | 1,918 | $201K |
| Shell Asset Management Co. | 0.01% | Reduce -9.4% | 2,130 | $188K |
| Wolverine Asset Management LLC | 0.02% | Reduce -36.6% | 1,784 | $187K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 1,822 | $182K |
| Catalyst Funds Management Pty Ltd | 0.05% | — | 1,700 | $178K |
| Central Pacific Bank - Trust Division | 0.02% | — | 1,260 | $129K |
| Osaic Holdings, Inc. | 0.00% | Add +6.2% | 1,201 | $126K |
| National Bank of Canada | 0.00% | No change | 1,250 | $125K |
| KBC Group NV | 0.00% | Add +45.3% | 1,088 | $114K |
| SG Americas Securities, LLC | 0.00% | Reduce -67.1% | 1,019 | $107K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -87.3% | 1,007 | $105K |
| HM Payson & Co. | 0.00% | No change | 935 | $98K |
| Quadrant Capital Group LLC | 0.01% | No change | 867 | $91K |
| Cwm, LLC | 0.00% | Add +55.3% | 857 | $90K |
| USA Financial Formulas | 0.01% | New | 673 | $71K |
| Nisa Investment Advisors, LLC | 0.00% | Add +7.7% | 534 | $56K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 537 | $52K |
| Fifth Third Bancorp | 0.00% | Reduce -1.8% | 386 | $40K |
| Venturi Wealth Management, LLC | 0.00% | No change | 385 | $40K |
| Smartleaf Asset Management LLC | 0.01% | Add +17900.0% | 360 | $37K |
| Signaturefd, LLC | 0.00% | Add +4.5% | 346 | $36K |
| Huntington National Bank | 0.00% | Add +0.9% | 344 | $36K |
| Clearstead Advisors, LLC | 0.00% | Reduce -3.4% | 338 | $34K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 320 | $34K |
| Parallel Advisors, LLC | 0.00% | Add +11.7% | 296 | $31K |
| Hexagon Capital Partners LLC | 0.01% | Add +37.1% | 292 | $31K |
| SYSTM Wealth Solutions LLC | 0.00% | Add +22.8% | 291 | $30K |
| Contravisory Investment Management, Inc. | 0.01% | No change | 272 | $28K |
| Headlands Technologies LLC | 0.01% | New | 263 | $28K |
| Rise Advisors, LLC | 0.01% | New | 224 | $23K |
| Hantz Financial Services, Inc. | 0.00% | Add +760.0% | 215 | $23K |
| Covestor Ltd | 0.01% | Reduce -9.1% | 201 | $21K |
| Smithfield Trust Co | 0.00% | No change | 185 | $20K |
| Bessemer Group Inc. | 0.00% | Reduce -98.4% | 178 | $19K |
| LGT Financial Advisors LLC | 0.02% | No change | 167 | $17K |
| Eagle Bay Advisors LLC | 0.01% | Reduce -17.9% | 160 | $17K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -8.1% | 159 | $17K |
| Planning Capital Management Corp | 0.01% | No change | 143 | $15K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +110.5% | 120 | $13K |
| Retirement Group, LLC | 0.00% | Add +4.6% | 113 | $12K |
| Key Financial Inc | 0.00% | No change | 96 | $10K |
| GAMMA Investing LLC | 0.00% | Add +24.6% | 71 | $7K |
| Frazier Financial Advisors, LLC | 0.01% | New | 67 | $7K |
| Janiczek Wealth Management, LLC | 0.00% | No change | 65 | $7K |
| Pacific Capital Wealth Advisors, Inc. | 0.00% | New | 57 | $6K |
| Cetera Trust Company, N.A | 0.00% | No change | 55 | $6K |
| Wetzel Investment Advisors, Inc. | 0.00% | Add +34.1% | 59 | $6K |
| PFS Partners, LLC | 0.00% | No change | 48 | $5K |
| CENTRAL TRUST Co | 0.00% | No change | 45 | $5K |
| Farther Finance Advisors, LLC | 0.00% | No change | 43 | $4K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 38 | $4K |
| Mather Group, Llc. | 0.00% | New | 40 | $4K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -55.9% | 30 | $3K |
| Bell Investment Advisors, Inc | 0.00% | No change | 25 | $3K |
| Lindbrook Capital, LLC | 0.00% | No change | 25 | $3K |
| WealthCollab, LLC | 0.00% | No change | 24 | $3K |
| Private Wealth Management Group, LLC | 0.00% | No change | 23 | $2K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 23 | $2K |
| Versant Capital Management, Inc | 0.00% | No change | 22 | $2K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | New | 21 | $2K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -8.7% | 21 | $2K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 20 | $2K |
| SJS Investment Consulting Inc. | 0.00% | Add +12.5% | 18 | $2K |
| UMB Bank, n.a. | 0.00% | New | 16 | $2K |
| DiNuzzo Private Wealth, Inc. | 0.00% | Add +18.2% | 13 | $1K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 13 | $1K |
| AlphaQuest LLC | 0.00% | Reduce -99.0% | 12 | $1K |
| IFP Advisors, Inc | 0.00% | New | 11 | $1K |
| Global Retirement Partners, LLC | 0.00% | No change | 11 | $1K |
| Parkside Financial Bank & Trust | 0.00% | No change | 10 | $1K |
| Avior Wealth Management, LLC | 0.00% | New | 10 | $1K |
| Avion Wealth | 0.00% | No change | 7 | $1K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -52.6% | 9 | $943 |
| Horizon Investments, LLC | 0.00% | Add +100.0% | 8 | $838 |
| Manchester Capital Management LLC | 0.00% | Reduce -12.5% | 7 | $734 |
| Rothschild Investment LLC | 0.00% | New | 5 | $524 |
| Allworth Financial LP | 0.00% | Reduce -50.0% | 5 | $524 |
| Valued Wealth Advisors LLC | 0.00% | No change | 3 | $315 |
| Bruce G. Allen Investments, LLC | 0.00% | No change | 3 | $314 |
| WR Wealth Planners, LLC | 0.00% | New | 3 | $314 |
| TD Capital Management LLC | 0.00% | New | 3 | $314 |
| Private Trust Co. NA | 0.00% | No change | 2 | $210 |
"% of holder's portfolio" is EFOR's weight in each manager's 13F, not the share of Everforth Inc. the manager owns.