EverforthEFOR
13F holders, Q2 2024 (June 30)295holders +17
55new positions
36sold out
8famous investors
$88.29avg. 13F price*
At the end of Q2 2024, 295 institutions reported holding Everforth Inc. (EFOR) in their 13F filings, up 17 from Q1 2024. 55 opened new positions and 36 sold out. The largest holders were BlackRock Inc. ($520.6M), Vanguard Group Inc. ($446.5M) and FMR LLC ($330.8M). 8 famous investors held it, including Ron Baron (0.5% of Baron Capital (BAMCO)'s portfolio), Jeremy Grantham (0.1% of GMO's portfolio) and Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio).
- Company
- Everforth Inc.
- Filed as
- ASGN INC (Q2 2024)
- CUSIP
- 00191U102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 55 | $78.4M |
| Exits | 36 | $61.4M |
All 13F filers, Q1 2024 → Q2 2024: 3,181,372 shares bought and 3,752,311 shares sold, net −570,939 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 295 holders
| BlackRock Inc. | 0.01% | Add +5.7% | 5,904,349 | $520.6M |
| Vanguard Group Inc. | 0.01% | Add +6.8% | 5,063,788 | $446.5M |
| FMR LLC | 0.02% | Reduce -0.2% | 3,751,277 | $330.8M |
| Baron Capital (BAMCO) | 0.54% | Reduce -4.5% | 2,127,200 | $187.6M |
| Macquarie Group Ltd. | 0.21% | Add +54.9% | 2,049,656 | $180.7M |
| State Street Corp. | 0.01% | Reduce -2.7% | 1,712,805 | $151.0M |
| Dimensional Fund Advisors LP | 0.03% | Reduce -2.1% | 1,484,775 | $130.9M |
| Geode Capital Management, LLC | 0.01% | Add +15.1% | 1,208,984 | $106.6M |
| Invesco Ltd. | 0.02% | Reduce -24.1% | 1,093,128 | $96.4M |
| Boston Partners | 0.11% | Reduce -1.7% | 1,005,947 | $88.7M |
| Pathstone Holdings, LLC | 0.36% | Add +0.2% | 913,661 | $80.6M |
| Victory Capital Management Inc. | 0.08% | Reduce -5.7% | 841,244 | $74.2M |
| Jennison Associates LLC | 0.04% | Add +13.2% | 730,387 | $64.4M |
| Schroder Investment Management Group | 0.07% | Add +1.6% | 673,312 | $59.4M |
| Thrivent Financial for Lutherans | 0.11% | Reduce -19.9% | 642,354 | $56.6M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -12.9% | 593,534 | $52.3M |
| Vaughan Nelson Investment Management, L.P. | 0.47% | Add +6.4% | 580,937 | $51.2M |
| Northern Trust Corp. | 0.01% | Add +1.0% | 551,360 | $48.6M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -1.1% | 549,671 | $48.5M |
| Reinhart Partners, Llc. | 2.01% | Add +0.2% | 549,392 | $48.4M |
| Aristotle Capital Boston, LLC | 1.57% | Reduce -7.9% | 529,902 | $46.7M |
| Bank of New York Mellon Corp | 0.01% | Add +8.2% | 510,115 | $45.0M |
| Morgan Stanley | 0.00% | Add +17.3% | 485,191 | $42.8M |
| FIL Ltd | 0.04% | Reduce -31.1% | 475,441 | $41.9M |
| Norges Bank | 0.01% | Reduce -13.5% | 467,564 | $41.2M |
| JPMorgan Chase & Co. | 0.00% | Reduce -4.6% | 446,691 | $39.4M |
| Bank of America Corp. | 0.00% | Add +1.4% | 392,204 | $34.6M |
| Nuveen Asset Management, LLC | 0.01% | Reduce -16.5% | 372,256 | $32.8M |
| GMO | 0.09% | Add +1.0% | 303,963 | $26.8M |
| New South Capital Management Inc. | 1.20% | Add +0.4% | 303,284 | $26.7M |
| T. Rowe Price Associates Inc. | 0.00% | Add +19.9% | 285,876 | $25.2M |
| Pictet Asset Management Holding SA | 0.03% | Reduce -16.1% | 253,431 | $22.3M |
| Systematic Financial Management LP | 0.65% | Add +2.8% | 242,492 | $21.4M |
| AQR Capital Management | 0.03% | Reduce -27.3% | 228,037 | $20.1M |
| Laurus Global Equity Management Inc. | 7.93% | No change | 158,991 | $19.2M |
| Natixis Advisors, LLC | 0.04% | Reduce -5.2% | 195,570 | $17.2M |
| T. Rowe Price Investment Management, Inc. | 0.01% | Reduce -81.9% | 191,763 | $16.9M |
| Sei Investments Co. | 0.02% | Add +4.0% | 183,670 | $16.2M |
| Rhumbline Advisers | 0.01% | Reduce -0.9% | 176,145 | $15.5M |
| Principal Financial Group Inc. | 0.01% | Reduce -11.4% | 174,650 | $15.4M |
| Peregrine Capital Management LLC | 0.44% | Add +1.2% | 170,075 | $15.0M |
| Hotchkis & Wiley Capital Management LLC | 0.05% | New | 168,380 | $14.8M |
| Truist Financial Corp. | 0.02% | Reduce -21.8% | 149,909 | $13.2M |
| Glenmede Trust Co. NA | 0.07% | Add +0.6% | 146,110 | $12.9M |
| North Point Portfolio Managers Corp. | 2.00% | Add +0.8% | 128,824 | $11.4M |
| Qube Research & Technologies Ltd | 0.02% | Add +1194.6% | 128,622 | $11.3M |
| Citadel Advisors | 0.01% | Reduce -27.8% | 113,832 | $10.0M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +54.3% | 113,421 | $10.0M |
| Alliancebernstein L.P. | 0.00% | Reduce -0.8% | 101,474 | $8.9M |
| Jane Street Group, LLC | 0.01% | Add +354.6% | 100,636 | $8.9M |
| Arrowstreet Capital, Limited Partnership | 0.01% | New | 99,045 | $8.7M |
| Leith Wheeler Investment Counsel Ltd. | 0.71% | Add +0.8% | 93,775 | $8.3M |
| Legal & General Group Plc | 0.00% | Reduce -10.8% | 92,917 | $8.2M |
| Swiss National Bank | 0.01% | Reduce -1.9% | 91,400 | $8.1M |
| California Public Employees Retirement System | 0.01% | Reduce -2.3% | 89,258 | $7.9M |
| Corebridge Financial, Inc. | 0.04% | — | 81,983 | $7.2M |
| Cubist Systematic Strategies, LLC | 0.11% | New | 73,219 | $6.5M |
| Tudor Investment Corporation | 0.07% | New | 70,752 | $6.2M |
| UBS Group AG | 0.00% | Reduce -33.5% | 69,770 | $6.2M |
| GHP Investment Advisors, Inc. | 0.30% | Add +6.9% | 67,864 | $6.0M |
| Kennedy Capital Management LLC | 0.12% | Reduce -6.9% | 65,104 | $5.7M |
| Twinbeech Capital LP | 0.11% | New | 64,853 | $5.7M |
| New York State Teachers Retirement System | 0.01% | Reduce -1.9% | 64,612 | $5.7M |
| Castleark Management LLC | 0.23% | Add +8.3% | 63,430 | $5.6M |
| Ameriprise Financial Inc. | 0.00% | Reduce -38.3% | 57,090 | $5.0M |
| Retirement Systems of Alabama | 0.02% | Reduce -56.7% | 56,651 | $5.0M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -3.4% | 55,060 | $4.9M |
| WINTON GROUP Ltd | 0.32% | New | 53,731 | $4.7M |
| Campbell & CO Investment Adviser LLC | 0.40% | New | 52,891 | $4.7M |
| MetLife Investment Management, LLC | 0.03% | Add +1.7% | 49,385 | $4.4M |
| CI Investments Inc. | 0.02% | Reduce -2.3% | 47,621 | $4.2M |
| California State Teachers Retirement System | 0.00% | Reduce -3.8% | 45,667 | $4.0M |
| Amundi | 0.00% | Reduce -14.7% | 44,193 | $3.9M |
| Bridgewater Associates | 0.02% | New | 40,153 | $3.5M |
| Caisse de depot et placement du Quebec | 0.01% | Reduce -80.6% | 40,000 | $3.5M |
| Chatham Capital Group, Inc. | 0.61% | Add +1.3% | 39,633 | $3.5M |
| CANADA LIFE ASSURANCE Co | 0.01% | Add +7.2% | 39,425 | $3.5M |
| Cresset Asset Management, LLC | 0.01% | Reduce -34.4% | 37,759 | $3.3M |
| Sit Investment Associates Inc. | 0.07% | No change | 34,465 | $3.0M |
| Wells Fargo & Company | 0.00% | Add +6.8% | 33,897 | $3.0M |
| First Trust Advisors LP | 0.00% | Reduce -1.8% | 33,627 | $3.0M |
| Barclays PLC | 0.00% | Reduce -59.4% | 33,554 | $3.0M |
| NFJ Investment Group, LLC | 0.09% | Reduce -8.3% | 32,792 | $2.9M |
| Deutsche Bank AG | 0.00% | Reduce -8.4% | 32,713 | $2.9M |
| Citigroup Inc. | 0.00% | Add +124.9% | 32,037 | $2.8M |
| Allianz Asset Management GmbH | 0.00% | Add +108.3% | 31,036 | $2.7M |
| Harbor Capital Advisors, Inc. | 0.21% | Add +376.4% | 30,895 | $2.7M |
| American Century Companies Inc. | 0.00% | Reduce -24.9% | 30,447 | $2.7M |
| New York State Common Retirement Fund | 0.00% | Reduce -0.0% | 30,188 | $2.7M |
| Ontario Teachers Pension Plan Board | 0.03% | Reduce -16.1% | 29,449 | $2.6M |
| Holocene Advisors, LP | 0.01% | Add +61.3% | 28,228 | $2.5M |
| Raymond James & Associates | 0.00% | Reduce -4.3% | 27,422 | $2.4M |
| Mackenzie Financial Corp. | 0.00% | Add +761.7% | 26,884 | $2.4M |
| Mutual of America Capital Management LLC | 0.03% | Reduce -6.5% | 26,281 | $2.3M |
| Martingale Asset Management L P | 0.05% | Reduce -15.3% | 25,101 | $2.2M |
| Agf Management Ltd. | 0.01% | New | 24,965 | $2.2M |
| Dynamic Technology Lab Private Ltd | 0.24% | New | 23,649 | $2.1M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | — | 23,411 | $2.1M |
| Cambiar Investors LLC | 0.08% | No change | 23,067 | $2.0M |
| Janus Henderson Group PLC | 0.00% | Reduce -1.0% | 22,908 | $2.0M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -4.3% | 22,269 | $2.0M |
| Amalgamated Bank | 0.02% | Reduce -10.1% | 22,249 | $2.0M |
| Royal Bank of Canada | 0.00% | Add +24.6% | 22,110 | $1.9M |
| Paralel Advisors LLC | 0.09% | New | 21,790 | $1.9M |
| Assenagon Asset Management S.A. | 0.00% | Add +595.1% | 21,452 | $1.9M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.01% | New | 20,380 | $1.8M |
| EULAV Asset Management | 0.05% | No change | 20,100 | $1.8M |
| State of Tennessee, Department of Treasury | 0.01% | Reduce -54.7% | 20,000 | $1.8M |
| Yousif Capital Management, LLC | 0.02% | Reduce -10.7% | 19,886 | $1.8M |
| SG Americas Securities, LLC | 0.01% | Add +1851.6% | 19,887 | $1.8M |
| Prudential Financial Inc. | 0.00% | Add +172.1% | 19,559 | $1.7M |
| Russell Investments Group, Ltd. | 0.00% | Reduce -5.2% | 19,305 | $1.7M |
| Illinois Municipal Retirement Fund | 0.03% | No change | 19,267 | $1.7M |
| State of New Jersey Common Pension Fund D | 0.01% | Reduce -32.4% | 19,163 | $1.7M |
| Comerica Bank | 0.01% | Reduce -11.9% | 17,226 | $1.5M |
| O'shaughnessy Asset Management, LLC | 0.02% | Add +12.1% | 17,190 | $1.5M |
| Envestnet Asset Management Inc. | 0.00% | Add +5.6% | 17,041 | $1.5M |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 16,990 | $1.5M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 16,833 | $1.5M |
| Ensign Peak Advisors, Inc | 0.00% | Add +0.4% | 15,470 | $1.4M |
| Voya Investment Management LLC | 0.00% | Reduce -0.4% | 14,958 | $1.3M |
| Gotham Asset Management | 0.02% | Add +33.6% | 14,906 | $1.3M |
| LPL Financial LLC | 0.00% | Add +2.0% | 14,557 | $1.3M |
| Ameritas Investment Partners, Inc. | 0.04% | Reduce -5.6% | 14,184 | $1.3M |
| Azzad Asset Management Inc. | 0.15% | New | 14,137 | $1.2M |
| Engineers Gate Manager LP | 0.03% | New | 13,589 | $1.2M |
| Occudo Quantitative Strategies LP | 0.21% | New | 13,586 | $1.2M |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -21.8% | 13,310 | $1.2M |
| Orion Portfolio Solutions, LLC | 0.01% | Reduce -21.8% | 13,310 | $1.2M |
| BNP Paribas Financial Markets | 0.00% | Reduce -47.3% | 13,146 | $1.2M |
| Arizona State Retirement System | 0.01% | Add +0.3% | 13,018 | $1.1M |
| Louisiana State Employees Retirement System | 0.02% | Reduce -4.4% | 13,000 | $1.1M |
| Tower Research Capital LLC (TRC) | 0.02% | Add +1124.1% | 12,327 | $1.1M |
| Zions Bancorporation, N.A. | 0.09% | Reduce -3.2% | 12,041 | $1.1M |
| NorthCrest Asset Manangement, LLC | 0.03% | No change | 11,590 | $1.0M |
| State of Michigan Retirement System | 0.01% | Reduce -5.2% | 11,021 | $972K |
| State Board of Administration of Florida Retirement System | 0.00% | Reduce -23.6% | 10,872 | $959K |
| D. E. Shaw & Co. | 0.00% | New | 10,471 | $923K |
| STRS Ohio | 0.00% | Add +11.8% | 10,400 | $917K |
| State of Wisconsin Investment Board | 0.00% | Reduce -4.8% | 10,262 | $905K |
| Northwestern Mutual Investment Management Company, LLC | 0.02% | Reduce -2.7% | 10,244 | $903K |
| Lido Advisors, LLC | 0.01% | New | 10,240 | $903K |
| New Mexico Educational Retirement Board | 0.03% | No change | 10,200 | $899K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Reduce -2.6% | 10,173 | $897K |
| Oregon Public Employees Retirement Fund | 0.02% | Reduce -18.8% | 9,500 | $838K |
| Argent Capital Management LLC | 0.02% | Add +43.8% | 9,417 | $830K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -5.1% | 9,315 | $821K |
| Handelsbanken Fonder AB | 0.00% | Add +15.0% | 9,223 | $813K |
| Keybank National Association | 0.00% | Add +7.1% | 9,043 | $797K |
| Squarepoint Ops LLC | 0.00% | New | 8,822 | $778K |
| Point72 Hong Kong Ltd | 0.05% | New | 8,758 | $772K |
| Pearl River Capital, LLC | 0.12% | Add +182.9% | 8,734 | $770K |
| Henshaw Capital LLC | 0.03% | Add +1.2% | 8,689 | $766K |
| ProShare Advisors LLC | 0.00% | Reduce -22.4% | 8,345 | $736K |
| Creative Planning | 0.00% | Reduce -22.8% | 8,287 | $731K |
| Bank of Montreal | 0.00% | Reduce -50.0% | 8,213 | $726K |
| Vise Technologies, Inc. | 0.13% | Add +42.0% | 8,131 | $717K |
| Vident Advisory, LLC | 0.02% | New | 7,650 | $675K |
| Man Group plc | 0.00% | Reduce -51.6% | 7,095 | $626K |
| Susquehanna International Group, LLP | 0.00% | Add +7.0% | 6,950 | $613K |
| Pacer Advisors, Inc. | 0.00% | Reduce -1.7% | 6,910 | $609K |
| Hudson Edge Investment Partners Inc. | 0.12% | No change | 6,798 | $599K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +11.0% | 6,659 | $587K |
| Federated Hermes, Inc. | 0.00% | Reduce -3.6% | 6,424 | $566K |
| Balyasny Asset Management L.P. | 0.00% | Reduce -90.2% | 6,357 | $560K |
| Teacher Retirement System of Texas | 0.00% | Reduce -6.9% | 6,233 | $550K |
| Xponance LLC | 0.01% | Reduce -8.0% | 6,185 | $545K |
| Quantinno Capital Management LP | 0.01% | Add +87.6% | 6,122 | $540K |
| Ritholtz Wealth Management | 0.02% | Add +23.0% | 6,087 | $537K |
| XTX Topco Ltd | 0.04% | New | 5,154 | $454K |
| State of Alaska, Department of Revenue | 0.01% | No change | 5,100 | $449K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 5,084 | $448K |
| Quantbot Technologies LP | 0.02% | New | 4,986 | $440K |
| Tidal Investments LLC | 0.01% | Add +3.2% | 4,967 | $438K |
| Higgins & Schmidt Wealth Strategies LLC | 0.31% | No change | 4,912 | $433K |
| US Bancorp \de | 0.00% | Reduce -21.7% | 4,819 | $425K |
| Point72 Asia (Singapore) Pte. Ltd. | 0.09% | New | 4,812 | $424K |
| Brighton Jones LLC | 0.01% | New | 4,780 | $421K |
| Hohimer Wealth Management, LLC | 0.10% | Reduce -1.0% | 4,702 | $415K |
| Algert Global LLC | 0.01% | Reduce -90.2% | 4,682 | $413K |
| Crossmark Global Holdings, Inc. | 0.01% | Reduce -8.7% | 4,614 | $407K |
| Intech Investment Management LLC | 0.01% | New | 4,595 | $405K |
| Radnor Capital Management, LLC | 0.12% | No change | 4,500 | $397K |
| Scientech Research LLC | 0.08% | New | 4,495 | $396K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +2.1% | 4,489 | $396K |
| Centiva Capital, LP | 0.02% | New | 4,252 | $375K |
| Cambria Investment Management, L.P. | 0.02% | New | 4,220 | $372K |
| Schonfeld Strategic Advisors LLC | 0.00% | Add +28.4% | 4,148 | $366K |
| Choreo, LLC | 0.01% | New | 4,110 | $357K |
| Atria Investments, Inc | 0.00% | New | 3,985 | $351K |
| Capstone Investment Advisors, LLC | 0.02% | Reduce -13.1% | 3,961 | $349K |
| Sherbrooke Park Advisers LLC | 0.06% | New | 3,876 | $342K |
| Bank of Nova Scotia | 0.00% | New | 3,862 | $341K |
| Aigen Investment Management, LP | 0.07% | New | 3,810 | $336K |
| Kapitalo Investimentos Ltda | 0.10% | New | 3,788 | $334K |
| Lindenwold Advisors, INC | 0.18% | Reduce -2.9% | 3,761 | $332K |
| Securian Asset Management, Inc. | 0.01% | Reduce -5.7% | 3,660 | $323K |
| Vestcor Inc | 0.01% | No change | 3,606 | $318K |
| Two Sigma Securities, LLC | 0.02% | New | 3,588 | $316K |
| MQS Management LLC | 0.19% | New | 3,509 | $309K |
| Quadrature Capital Ltd | 0.01% | New | 3,469 | $306K |
| Bailard, Inc. | 0.01% | New | 3,400 | $300K |
| Coldstream Capital Management Inc. | 0.01% | Add +0.7% | 3,387 | $299K |
| Quantedge Capital Pte Ltd | 0.11% | Reduce -41.1% | 3,300 | $291K |
| HSBC Holdings PLC | 0.00% | Reduce -29.3% | 3,103 | $274K |
| Essex Investment Management Co. LLC | 0.05% | No change | 2,900 | $256K |
| Elevation Point Wealth Partners, LLC | 0.02% | Add +0.2% | 2,893 | $255K |
| Oppenheimer Asset Management Inc. | 0.00% | New | 2,769 | $244K |
| Bayesian Capital Management, LP | 0.03% | New | 2,731 | $241K |
| Cetera Investment Advisers | 0.00% | Add +4.6% | 2,588 | $228K |
| Verdence Capital Advisors LLC | 0.02% | No change | 2,525 | $223K |
| nVerses Capital, LLC | 0.12% | New | 2,200 | $194K |
| Public Employees Retirement System of Ohio | 0.00% | New | 2,162 | $191K |
| Headlands Technologies LLC | 0.02% | Add +712.9% | 2,138 | $189K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 1,822 | $188K |
| CIBC Private Wealth Group LLC | 0.00% | Add +0.8% | 1,995 | $174K |
| Wolverine Asset Management LLC | 0.02% | No change | 1,784 | $157K |
| State of Wyoming | 0.02% | Reduce -71.7% | 1,562 | $138K |
| LRI Investments, LLC | 0.02% | New | 1,537 | $136K |
| Osaic Holdings, Inc. | 0.00% | Add +19.6% | 1,436 | $127K |
| KBC Group NV | 0.00% | Add +30.9% | 1,424 | $126K |
| Innealta Capital, LLC | 0.03% | New | 1,009 | $89K |
| HM Payson & Co. | 0.00% | No change | 935 | $82K |
| Cwm, LLC | 0.00% | Add +6.9% | 916 | $81K |
| Quadrant Capital Group LLC | 0.01% | No change | 867 | $76K |
| Nisa Investment Advisors, LLC | 0.00% | Add +6.5% | 569 | $50K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -12.5% | 470 | $44K |
| Quarry LP | 0.02% | New | 420 | $37K |
| Parallel Advisors, LLC | 0.00% | Add +39.5% | 413 | $36K |
| Fifth Third Bancorp | 0.00% | Add +6.5% | 411 | $36K |
| Catalyst Funds Management Pty Ltd | 0.01% | Reduce -76.5% | 400 | $35K |
| Venturi Wealth Management, LLC | 0.00% | No change | 385 | $34K |
| Smartleaf Asset Management LLC | 0.01% | Add +6.1% | 382 | $34K |
| Signaturefd, LLC | 0.00% | Reduce -1.4% | 341 | $30K |
| Hexagon Capital Partners LLC | 0.01% | Add +16.1% | 339 | $30K |
| Huntington National Bank | 0.00% | Reduce -2.6% | 335 | $30K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 320 | $28K |
| Rise Advisors, LLC | 0.01% | No change | 224 | $20K |
| Covestor Ltd | 0.01% | Add +1.0% | 203 | $18K |
| Smithfield Trust Co | 0.00% | No change | 185 | $17K |
| Contravisory Investment Management, Inc. | 0.00% | Reduce -30.1% | 190 | $17K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +39.2% | 167 | $15K |
| LGT Financial Advisors LLC | 0.03% | No change | 167 | $15K |
| AdvisorNet Financial, Inc | 0.00% | No change | 159 | $14K |
| NewEdge Advisors, LLC | 0.00% | Reduce -92.5% | 145 | $13K |
| Planning Capital Management Corp | 0.01% | No change | 143 | $13K |
| GAMMA Investing LLC | 0.00% | Add +80.3% | 128 | $11K |
| Eagle Bay Advisors LLC | 0.01% | Reduce -37.5% | 100 | $9K |
| Key Financial Inc | 0.00% | No change | 96 | $8K |
| Frazier Financial Advisors, LLC | 0.01% | Add +17.9% | 79 | $7K |
| Arax Advisory Partners | 0.00% | New | 77 | $7K |
| Janiczek Wealth Management, LLC | 0.00% | No change | 65 | $6K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +611.1% | 64 | $6K |
| Farther Finance Advisors, LLC | 0.00% | Add +44.2% | 62 | $5K |
| Blue Trust, Inc. | 0.00% | New | 48 | $5K |
| Cetera Trust Company, N.A | 0.00% | No change | 55 | $5K |
| Manchester Capital Management LLC | 0.00% | Add +600.0% | 49 | $4K |
| Mather Group, Llc. | 0.00% | No change | 40 | $4K |
| Ashton Thomas Private Wealth, LLC | 0.00% | New | 47 | $4K |
| Bessemer Group Inc. | 0.00% | Reduce -75.3% | 44 | $4K |
| CENTRAL TRUST Co | 0.00% | No change | 45 | $4K |
| Allspring Global Investments Holdings, LLC | 0.00% | Reduce -100.0% | 45 | $4K |
| Lindbrook Capital, LLC | 0.00% | Add +52.0% | 38 | $3K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 38 | $3K |
| Stephens Consulting, LLC | 0.00% | New | 34 | $3K |
| J.Safra Asset Management Corp | 0.00% | New | 32 | $3K |
| Private Wealth Management Group, LLC | 0.00% | Add +30.4% | 30 | $3K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 30 | $3K |
| Bell Investment Advisors, Inc | 0.00% | No change | 25 | $2K |
| WealthCollab, LLC | 0.00% | No change | 24 | $2K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 23 | $2K |
| Versant Capital Management, Inc | 0.00% | No change | 22 | $2K |
| First Horizon Advisors, Inc. | 0.00% | No change | 21 | $2K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 20 | $2K |
| SJS Investment Consulting Inc. | 0.00% | Reduce -5.6% | 17 | $1K |
| IFP Advisors, Inc | 0.00% | Add +54.5% | 17 | $1K |
| Harbour Investments, Inc. | 0.00% | New | 16 | $1K |
| DiNuzzo Private Wealth, Inc. | 0.00% | Reduce -7.7% | 12 | $1K |
| UMB Bank, n.a. | 0.00% | Reduce -25.0% | 12 | $1K |
| Global Retirement Partners, LLC | 0.00% | Add +9.1% | 12 | $1K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -7.7% | 12 | $1K |
| Cullen/Frost Bankers, Inc. | 0.00% | New | 10 | $882 |
| Horizon Investments, LLC | 0.00% | No change | 8 | $705 |
| Allworth Financial LP | 0.00% | No change | 5 | $514 |
| CVA Family Office, LLC | 0.00% | New | 5 | $441 |
| Rothschild Investment LLC | 0.00% | No change | 5 | $441 |
| Wetzel Investment Advisors, Inc. | 0.00% | Reduce -93.2% | 4 | $419 |
| Bruce G. Allen Investments, LLC | 0.00% | No change | 3 | $265 |
| Valued Wealth Advisors LLC | 0.00% | No change | 3 | $265 |
| WR Wealth Planners, LLC | 0.00% | No change | 3 | $265 |
| Parkside Financial Bank & Trust | 0.00% | Reduce -80.0% | 2 | $177 |
| MV Capital Management, Inc. | 0.00% | New | 2 | $177 |
| Private Trust Co. NA | 0.00% | No change | 2 | $176 |
| TFC Financial Management, Inc. | 0.00% | New | 1 | $89 |
| Avion Wealth | 0.00% | No change | 7 | $0 |
"% of holder's portfolio" is EFOR's weight in each manager's 13F, not the share of Everforth Inc. the manager owns.