EverforthEFOR
13F holders, Q3 2024 (September 30)294holders −1
35new positions
37sold out
8famous investors
$93.36avg. 13F price*
At the end of Q3 2024, 294 institutions reported holding Everforth Inc. (EFOR) in their 13F filings, down 1 from Q2 2024. 35 opened new positions and 37 sold out. The largest holders were BlackRock, Inc. ($548.8M), Vanguard Group Inc. ($487.8M) and FMR LLC ($345.9M). 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 Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Everforth Inc.
- Filed as
- ASGN INC (Q3 2024)
- CUSIP
- 00191U102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 35 | $40.0M |
| Exits | 37 | $90.9M |
All 13F filers, Q2 2024 → Q3 2024: 2,228,037 shares bought and 2,975,355 shares sold, net −747,318 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 294 holders
| BlackRock, Inc. | 0.01% | — | 5,886,809 | $548.8M |
| Vanguard Group Inc. | 0.01% | Add +3.3% | 5,232,492 | $487.8M |
| FMR LLC | 0.02% | Reduce -1.1% | 3,710,494 | $345.9M |
| Macquarie Group Ltd. | 0.21% | Reduce -0.0% | 2,049,145 | $191.0M |
| Baron Capital (BAMCO) | 0.47% | Reduce -10.9% | 1,894,200 | $176.6M |
| State Street Corp. | 0.01% | Reduce -1.5% | 1,687,580 | $157.3M |
| Dimensional Fund Advisors LP | 0.03% | Reduce -6.8% | 1,382,996 | $128.9M |
| Boston Partners | 0.15% | Add +34.8% | 1,356,062 | $126.4M |
| Geode Capital Management, LLC | 0.01% | Add +3.3% | 1,249,031 | $116.5M |
| Pathstone Holdings, LLC | 0.38% | Add +0.0% | 913,700 | $85.2M |
| Victory Capital Management Inc. | 0.07% | Reduce -5.3% | 796,609 | $74.3M |
| Goldman Sachs Group Inc. | 0.01% | Add +26.8% | 752,521 | $70.2M |
| Jennison Associates LLC | 0.04% | Add +0.6% | 735,009 | $68.5M |
| Schroder Investment Management Group | 0.07% | Add +2.0% | 686,952 | $64.1M |
| Invesco Ltd. | 0.01% | Reduce -38.6% | 670,852 | $62.5M |
| Thrivent Financial for Lutherans | 0.11% | Reduce -1.9% | 630,393 | $58.8M |
| Reinhart Partners, Llc. | 2.09% | Add +7.2% | 588,999 | $54.9M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -0.1% | 549,230 | $51.2M |
| Northern Trust Corp. | 0.01% | Reduce -0.9% | 546,239 | $50.9M |
| Norges Bank | 0.01% | Add +9.3% | 510,964 | $47.6M |
| Aristotle Capital Boston, LLC | 1.57% | Reduce -4.0% | 508,984 | $47.5M |
| Morgan Stanley | 0.00% | Reduce -2.4% | 473,501 | $44.1M |
| JPMorgan Chase & Co. | 0.00% | Add +4.3% | 465,729 | $43.4M |
| Bank of New York Mellon Corp | 0.01% | Reduce -15.4% | 431,721 | $40.2M |
| FIL Ltd | 0.04% | Reduce -10.5% | 425,441 | $39.7M |
| Bank of America Corp. | 0.00% | Reduce -2.3% | 383,110 | $35.7M |
| Nuveen Asset Management, LLC | 0.01% | Add +0.5% | 374,190 | $34.9M |
| T. Rowe Price Associates Inc. | 0.00% | Add +26.4% | 361,307 | $33.7M |
| Hotchkis & Wiley Capital Management LLC | 0.11% | Add +111.0% | 355,280 | $33.1M |
| GMO | 0.10% | Add +12.2% | 340,983 | $31.8M |
| Pictet Asset Management Holding SA | 0.03% | Add +18.5% | 300,389 | $28.0M |
| New South Capital Management Inc. | 1.14% | Reduce -1.9% | 297,674 | $27.8M |
| Systematic Financial Management LP | 0.63% | Add +9.7% | 266,097 | $24.8M |
| Ameriprise Financial Inc. | 0.01% | Add +288.3% | 221,664 | $20.7M |
| Laurus Global Equity Management Inc. | 7.76% | No change | 158,991 | $20.1M |
| AQR Capital Management | 0.02% | Reduce -20.0% | 182,445 | $17.0M |
| T. Rowe Price Investment Management, Inc. | 0.01% | Reduce -7.6% | 177,160 | $16.5M |
| Sei Investments Co. | 0.02% | Reduce -6.6% | 171,596 | $16.0M |
| Peregrine Capital Management LLC | 0.48% | Add +0.3% | 170,628 | $15.9M |
| Rhumbline Advisers | 0.01% | Reduce -4.3% | 168,514 | $15.7M |
| Arrowstreet Capital, Limited Partnership | 0.01% | Add +67.3% | 165,657 | $15.4M |
| Sterling Capital Management LLC | 0.18% | — | 145,521 | $13.6M |
| Glenmede Trust Co. NA | 0.06% | Reduce -1.3% | 144,182 | $13.4M |
| North Point Portfolio Managers Corp. | 1.92% | Reduce -0.5% | 128,163 | $11.9M |
| Rockefeller Capital Management L.P. | 0.03% | New | 126,036 | $11.8M |
| Principal Financial Group Inc. | 0.01% | Reduce -31.1% | 120,407 | $11.2M |
| Great Lakes Advisors, LLC | 0.09% | New | 116,317 | $10.8M |
| Citadel Advisors | 0.01% | Add +0.3% | 114,208 | $10.6M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -2.7% | 110,342 | $10.3M |
| Leith Wheeler Investment Counsel Ltd. | 0.69% | Add +13.2% | 106,191 | $9.9M |
| Alliancebernstein L.P. | 0.00% | Reduce -6.9% | 94,515 | $8.8M |
| Legal & General Group Plc | 0.00% | Add +0.9% | 93,726 | $8.7M |
| Natixis Advisors, LLC | 0.02% | Reduce -52.8% | 92,255 | $8.6M |
| Swiss National Bank | 0.01% | Reduce -2.0% | 89,600 | $8.4M |
| Barclays PLC | 0.00% | Add +159.3% | 86,995 | $8.1M |
| California Public Employees Retirement System | 0.01% | Reduce -3.9% | 85,795 | $8.0M |
| Corebridge Financial, Inc. | 0.04% | Reduce -6.3% | 76,775 | $7.2M |
| GHP Investment Advisors, Inc. | 0.31% | Add +5.5% | 71,607 | $6.7M |
| Harbor Capital Advisors, Inc. | 0.28% | Add +121.7% | 68,490 | $6.4M |
| Allianz Asset Management GmbH | 0.01% | Add +101.7% | 62,586 | $5.8M |
| Castleark Management LLC | 0.23% | Reduce -3.6% | 61,170 | $5.7M |
| Balyasny Asset Management L.P. | 0.01% | Add +827.3% | 58,950 | $5.5M |
| New York State Teachers Retirement System | 0.01% | Reduce -10.0% | 58,159 | $5.4M |
| Citigroup Inc. | 0.01% | Add +81.3% | 58,098 | $5.4M |
| Kennedy Capital Management LLC | 0.12% | Reduce -13.8% | 56,118 | $5.2M |
| Retirement Systems of Alabama | 0.02% | Reduce -3.9% | 54,422 | $5.1M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -4.8% | 52,396 | $4.9M |
| Jane Street Group, LLC | 0.01% | Reduce -51.8% | 48,543 | $4.5M |
| MetLife Investment Management, LLC | 0.03% | Reduce -2.0% | 48,406 | $4.5M |
| CI Investments Inc. | 0.02% | Reduce -2.8% | 46,272 | $4.3M |
| California State Teachers Retirement System | 0.00% | Reduce -4.1% | 43,779 | $4.1M |
| Amundi | 0.00% | Reduce -3.9% | 42,488 | $4.0M |
| Holocene Advisors, LP | 0.02% | Add +48.1% | 41,815 | $3.9M |
| CANADA LIFE ASSURANCE Co | 0.01% | Add +2.8% | 40,538 | $3.8M |
| Chatham Capital Group, Inc. | 0.61% | Add +0.2% | 39,706 | $3.7M |
| Deutsche Bank AG | 0.00% | Add +18.7% | 38,837 | $3.6M |
| Wells Fargo & Company | 0.00% | Add +14.2% | 38,701 | $3.6M |
| First Trust Advisors LP | 0.00% | Add +12.2% | 37,736 | $3.5M |
| Cresset Asset Management, LLC | 0.01% | Reduce -0.2% | 37,680 | $3.5M |
| UBS Group AG | 0.00% | Reduce -49.3% | 35,394 | $3.3M |
| Sit Investment Associates Inc. | 0.07% | No change | 34,465 | $3.2M |
| Agf Management Ltd. | 0.02% | Add +30.1% | 32,492 | $3.0M |
| Polar Asset Management Partners Inc. | 0.10% | New | 32,100 | $3.0M |
| Envestnet Asset Management Inc. | 0.00% | Add +86.9% | 31,853 | $3.0M |
| Raymond James & Associates | 0.00% | Add +6.7% | 29,249 | $2.7M |
| HRT Financial LP | 0.01% | New | 27,817 | $2.6M |
| Mackenzie Financial Corp. | 0.00% | Add +1.4% | 27,246 | $2.5M |
| Illinois Municipal Retirement Fund | 0.03% | Add +32.3% | 25,483 | $2.4M |
| Martingale Asset Management L P | 0.05% | Reduce 0.0% | 25,100 | $2.3M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.01% | Add +5.5% | 24,688 | $2.3M |
| Mutual of America Capital Management LLC | 0.02% | Reduce -7.9% | 24,214 | $2.3M |
| Assenagon Asset Management S.A. | 0.00% | Add +10.7% | 23,757 | $2.2M |
| Cambiar Investors LLC | 0.08% | Add +0.1% | 23,097 | $2.2M |
| Janney Montgomery Scott LLC | 0.01% | Add +0.5% | 22,387 | $2.1M |
| O'shaughnessy Asset Management, LLC | 0.02% | Add +22.8% | 21,106 | $2.1M |
| Paralel Advisors LLC | 0.09% | No change | 21,790 | $2.0M |
| Royal Bank of Canada | 0.00% | Reduce -2.0% | 21,663 | $2.0M |
| State of New Jersey Common Pension Fund D | 0.01% | Add +8.6% | 20,803 | $1.9M |
| Amalgamated Bank | 0.02% | Reduce -7.6% | 20,561 | $1.9M |
| Millennium Management | 0.00% | New | 20,417 | $1.9M |
| EULAV Asset Management | 0.05% | No change | 20,100 | $1.9M |
| State of Tennessee, Department of Treasury | 0.01% | No change | 20,000 | $1.9M |
| Janus Henderson Group PLC | 0.00% | Reduce -14.0% | 19,708 | $1.8M |
| Azzad Asset Management Inc. | 0.20% | Add +35.4% | 19,134 | $1.8M |
| Campbell & CO Investment Adviser LLC | 0.12% | Reduce -66.0% | 17,988 | $1.7M |
| Danske Bank A/S | 0.01% | New | 17,656 | $1.6M |
| Yousif Capital Management, LLC | 0.02% | Reduce -13.9% | 17,119 | $1.6M |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 16,990 | $1.6M |
| HSBC Holdings PLC | 0.00% | Add +446.2% | 16,949 | $1.6M |
| LPL Financial LLC | 0.00% | Add +15.3% | 16,787 | $1.6M |
| Russell Investments Group, Ltd. | 0.00% | Reduce -14.0% | 16,598 | $1.5M |
| D. E. Shaw & Co. | 0.00% | Add +51.5% | 15,859 | $1.5M |
| Pinebridge Investments, L.P. | 0.01% | New | 15,407 | $1.4M |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -4.3% | 14,805 | $1.4M |
| New York State Common Retirement Fund | 0.00% | Reduce -51.0% | 14,788 | $1.4M |
| Voya Investment Management LLC | 0.00% | Reduce -2.3% | 14,620 | $1.4M |
| Comerica Bank | 0.01% | Reduce -15.2% | 14,601 | $1.4M |
| Zions Bancorporation, N.A. | 0.10% | Add +18.3% | 14,246 | $1.3M |
| BNP Paribas Financial Markets | 0.00% | Add +6.3% | 13,971 | $1.3M |
| Ameritas Investment Partners, Inc. | 0.04% | Reduce -3.0% | 13,762 | $1.3M |
| Qube Research & Technologies Ltd | 0.00% | Reduce -89.5% | 13,453 | $1.3M |
| Arizona State Retirement System | 0.01% | Add +1.5% | 13,217 | $1.2M |
| Susquehanna International Group, LLP | 0.00% | Add +85.2% | 12,871 | $1.2M |
| Louisiana State Employees Retirement System | 0.02% | Reduce -4.6% | 12,400 | $1.2M |
| Bridgewater Associates | 0.01% | Reduce -69.3% | 12,329 | $1.1M |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -7.6% | 12,301 | $1.1M |
| Orion Portfolio Solutions, LLC | 0.01% | Reduce -7.6% | 12,301 | $1.1M |
| Ontario Teachers Pension Plan Board | 0.01% | Reduce -58.3% | 12,270 | $1.1M |
| Handelsbanken Fonder AB | 0.00% | Add +28.2% | 11,823 | $1.1M |
| NorthCrest Asset Manangement, LLC | 0.03% | Add +0.2% | 11,612 | $1.1M |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 10,872 | $1.0M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | Reduce -47.4% | 10,715 | $999K |
| Quantbot Technologies LP | 0.04% | Add +113.5% | 10,645 | $992K |
| State of Michigan Retirement System | 0.00% | Reduce -3.6% | 10,621 | $990K |
| Argent Capital Management LLC | 0.03% | Add +12.1% | 10,559 | $984K |
| ProShare Advisors LLC | 0.00% | Add +25.6% | 10,479 | $977K |
| Lido Advisors, LLC | 0.01% | Reduce -0.1% | 10,231 | $954K |
| New Mexico Educational Retirement Board | 0.03% | No change | 10,200 | $951K |
| Quantinno Capital Management LP | 0.01% | Add +64.2% | 10,051 | $937K |
| Northwestern Mutual Investment Management Company, LLC | 0.02% | Reduce -3.0% | 9,939 | $927K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Reduce -2.9% | 9,875 | $921K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Reduce -42.5% | 9,678 | $902K |
| Intech Investment Management LLC | 0.01% | Add +109.6% | 9,633 | $898K |
| Man Group plc | 0.00% | Add +34.6% | 9,547 | $890K |
| Vise Technologies, Inc. | 0.11% | Add +17.1% | 9,521 | $888K |
| Oregon Public Employees Retirement Fund | 0.02% | Reduce -3.9% | 9,130 | $851K |
| Inceptionr LLC | 0.21% | New | 9,057 | $844K |
| State of Wisconsin Investment Board | 0.00% | Reduce -12.9% | 8,937 | $833K |
| Keybank National Association | 0.00% | Reduce -1.7% | 8,888 | $829K |
| Henshaw Capital LLC | 0.03% | No change | 8,689 | $810K |
| Creative Planning | 0.00% | Reduce -0.2% | 8,267 | $771K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -12.6% | 8,139 | $759K |
| Ritholtz Wealth Management | 0.02% | Add +26.8% | 7,718 | $720K |
| SG Americas Securities, LLC | 0.00% | Reduce -64.8% | 7,002 | $653K |
| Occudo Quantitative Strategies LP | 0.12% | Reduce -49.9% | 6,809 | $635K |
| STRS Ohio | 0.00% | Reduce -34.6% | 6,800 | $634K |
| Hudson Edge Investment Partners Inc. | 0.12% | No change | 6,798 | $634K |
| Verition Fund Management LLC | 0.00% | New | 6,780 | $632K |
| Pacer Advisors, Inc. | 0.00% | Reduce -4.8% | 6,578 | $613K |
| Engineers Gate Manager LP | 0.01% | Reduce -52.5% | 6,459 | $602K |
| Bank of Montreal | 0.00% | Reduce -21.8% | 6,423 | $600K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Reduce -5.2% | 6,315 | $589K |
| Seven Eight Capital, LP | 0.05% | New | 6,298 | $587K |
| Malaga Cove Capital, LLC | 0.23% | New | 6,223 | $580K |
| Xponance LLC | 0.01% | Reduce -1.5% | 6,095 | $568K |
| Gotham Asset Management | 0.01% | Reduce -59.2% | 6,077 | $567K |
| Atria Investments, Inc | 0.01% | Add +43.0% | 5,697 | $531K |
| Crossmark Global Holdings, Inc. | 0.01% | Add +17.3% | 5,414 | $505K |
| State of Alaska, Department of Revenue | 0.01% | Add +2.0% | 5,200 | $484K |
| Versor Investments LP | 0.08% | New | 5,123 | $478K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 5,084 | $474K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +10.7% | 4,969 | $463K |
| Higgins & Schmidt Wealth Strategies LLC | 0.30% | No change | 4,912 | $458K |
| Tidal Investments LLC | 0.01% | Reduce -2.6% | 4,839 | $451K |
| US Bancorp \de | 0.00% | Reduce -2.3% | 4,710 | $439K |
| Sanctuary Advisors, LLC | 0.00% | New | 4,798 | $428K |
| Prudential Financial Inc. | 0.00% | Reduce -76.7% | 4,554 | $425K |
| Federated Hermes, Inc. | 0.00% | Reduce -29.3% | 4,539 | $423K |
| Teacher Retirement System of Texas | 0.00% | Reduce -27.3% | 4,530 | $422K |
| Radnor Capital Management, LLC | 0.06% | No change | 4,500 | $420K |
| Choreo, LLC | 0.01% | Add +4.8% | 4,308 | $402K |
| Optas, LLC | 0.09% | New | 4,012 | $374K |
| Bank of Nova Scotia | 0.00% | Add +3.9% | 4,011 | $374K |
| Lindenwold Advisors, INC | 0.18% | Add +2.1% | 3,839 | $358K |
| EntryPoint Capital, LLC | 0.20% | New | 3,702 | $345K |
| Vestcor Inc | 0.01% | No change | 3,606 | $336K |
| MQS Management LLC | 0.18% | Add +0.2% | 3,516 | $328K |
| Aristeia Capital, L.L.C. | 0.02% | New | 3,501 | $326K |
| Securian Asset Management, Inc. | 0.01% | Reduce -4.8% | 3,483 | $325K |
| Coldstream Capital Management Inc. | 0.01% | Add +0.3% | 3,398 | $317K |
| FORA Capital, LLC | 0.04% | New | 3,259 | $304K |
| Verdence Capital Advisors LLC | 0.02% | Add +20.5% | 3,042 | $284K |
| Cambria Investment Management, L.P. | 0.02% | Reduce -28.0% | 3,040 | $283K |
| Marshall Wace, LLP | 0.00% | New | 2,918 | $272K |
| Oppenheimer Asset Management Inc. | 0.00% | Add +5.2% | 2,913 | $272K |
| Deerfield Management Company, L.P. | 0.00% | New | 2,911 | $271K |
| Essex Investment Management Co. LLC | 0.05% | No change | 2,900 | $270K |
| Elevation Point Wealth Partners, LLC | 0.03% | Reduce -0.5% | 2,880 | $269K |
| American Century Companies Inc. | 0.00% | Reduce -91.3% | 2,645 | $247K |
| Walleye Capital LLC | 0.00% | New | 2,595 | $242K |
| Cetera Investment Advisers | 0.00% | Add +0.1% | 2,590 | $241K |
| Edgestream Partners, L.P. | 0.01% | New | 2,559 | $239K |
| XTX Topco Ltd | 0.02% | Reduce -50.8% | 2,537 | $237K |
| Brighton Jones LLC | 0.01% | Reduce -48.4% | 2,466 | $230K |
| Aristides Capital LLC | 0.09% | New | 2,412 | $225K |
| Kathmere Capital Management, LLC | 0.02% | New | 2,314 | $216K |
| Cim Investment Management Inc. | 0.06% | New | 2,204 | $205K |
| Linden Thomas Advisory Services, LLC | 0.03% | New | 2,170 | $202K |
| Shell Asset Management Co. | 0.01% | — | 2,014 | $188K |
| Osaic Holdings, Inc. | 0.00% | Add +32.3% | 1,900 | $177K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -84.7% | 1,882 | $175K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 1,822 | $171K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -9.4% | 1,808 | $169K |
| Wolverine Asset Management LLC | 0.02% | No change | 1,784 | $166K |
| LRI Investments, LLC | 0.01% | Add +4.1% | 1,600 | $147K |
| Truist Financial Corp. | 0.00% | Reduce -99.0% | 1,484 | $138K |
| KBC Group NV | 0.00% | No change | 1,424 | $133K |
| Public Employees Retirement System of Ohio | 0.00% | Reduce -40.5% | 1,287 | $120K |
| Catalyst Funds Management Pty Ltd | 0.02% | Add +175.0% | 1,100 | $103K |
| Cwm, LLC | 0.00% | Add +2.6% | 940 | $88K |
| HM Payson & Co. | 0.00% | No change | 935 | $87K |
| Quadrant Capital Group LLC | 0.01% | Reduce -2.1% | 849 | $79K |
| Blue Trust, Inc. | 0.00% | Add +1602.1% | 817 | $72K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -13.9% | 490 | $46K |
| Fifth Third Bancorp | 0.00% | Add +14.6% | 471 | $44K |
| Smartleaf Asset Management LLC | 0.01% | Add +14.4% | 437 | $41K |
| Venturi Wealth Management, LLC | 0.00% | No change | 385 | $36K |
| Hexagon Capital Partners LLC | 0.01% | Add +7.4% | 364 | $34K |
| Signaturefd, LLC | 0.00% | No change | 341 | $32K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 320 | $30K |
| GeoWealth Management, LLC | 0.00% | New | 307 | $29K |
| Parallel Advisors, LLC | 0.00% | Reduce -26.9% | 302 | $28K |
| J.Safra Asset Management Corp | 0.00% | Add +803.1% | 289 | $27K |
| V-Square Quantitative Management LLC | 0.00% | New | 262 | $24K |
| Huntington National Bank | 0.00% | Reduce -32.2% | 227 | $21K |
| Rise Advisors, LLC | 0.01% | No change | 224 | $21K |
| Covestor Ltd | 0.01% | Reduce -1.0% | 201 | $19K |
| GAMMA Investing LLC | 0.00% | Add +53.9% | 197 | $18K |
| Smithfield Trust Co | 0.00% | No change | 185 | $17K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +1.8% | 170 | $16K |
| LGT Financial Advisors LLC | 0.04% | No change | 167 | $16K |
| AdvisorNet Financial, Inc | 0.00% | No change | 159 | $15K |
| NewEdge Advisors, LLC | 0.00% | No change | 145 | $14K |
| Planning Capital Management Corp | 0.01% | No change | 143 | $13K |
| Bessemer Group Inc. | 0.00% | Add +113.6% | 94 | $9K |
| Key Financial Inc | 0.00% | No change | 96 | $9K |
| Arax Advisory Partners | 0.00% | No change | 77 | $7K |
| Hemington Wealth Management | 0.00% | New | 81 | $7K |
| UMB Bank, n.a. | 0.00% | Add +475.0% | 69 | $6K |
| Eagle Bay Advisors LLC | 0.00% | Reduce -36.0% | 64 | $6K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -4.8% | 59 | $6K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -88.1% | 56 | $5K |
| Cetera Trust Company, N.A | 0.00% | No change | 55 | $5K |
| Jones Financial Companies LLLP | 0.00% | New | 50 | $5K |
| CENTRAL TRUST Co | 0.00% | No change | 45 | $4K |
| Allspring Global Investments Holdings, LLC | 0.00% | No change | 45 | $4K |
| Rothschild Investment LLC | 0.00% | Add +700.0% | 40 | $4K |
| Lindbrook Capital, LLC | 0.00% | No change | 38 | $4K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 38 | $4K |
| Northwest Financial Advisors | 0.00% | New | 32 | $3K |
| Bell Investment Advisors, Inc | 0.00% | Add +24.0% | 31 | $3K |
| Private Wealth Management Group, LLC | 0.00% | No change | 30 | $3K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 30 | $3K |
| JFS Wealth Advisors, LLC | 0.00% | Add +21.7% | 28 | $3K |
| Versant Capital Management, Inc | 0.00% | Add +27.3% | 28 | $3K |
| Aster Capital Management (DIFC) Ltd | 0.00% | — | 27 | $3K |
| WealthCollab, LLC | 0.00% | No change | 24 | $2K |
| Wilmington Savings Fund Society, FSB | 0.00% | New | 22 | $2K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 20 | $2K |
| Quarry LP | 0.00% | Reduce -95.7% | 18 | $2K |
| IFP Advisors, Inc | 0.00% | Add +5.9% | 18 | $2K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -14.3% | 18 | $2K |
| Harbour Investments, Inc. | 0.00% | No change | 16 | $1K |
| SJS Investment Consulting Inc. | 0.00% | Reduce -17.6% | 14 | $1K |
| Ashton Thomas Securities, LLC | 0.00% | New | 13 | $1K |
| Mather Group, Llc. | 0.00% | Reduce -70.0% | 12 | $1K |
| Global Retirement Partners, LLC | 0.00% | No change | 12 | $1K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 12 | $1K |
| DiNuzzo Private Wealth, Inc. | 0.00% | Reduce -8.3% | 11 | $1K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -84.4% | 10 | $932 |
| Earned Wealth Advisors, LLC | 0.00% | New | 8 | $746 |
| Horizon Investments, LLC | 0.00% | No change | 8 | $746 |
| Geneos Wealth Management Inc. | 0.00% | New | 8 | $746 |
| Allworth Financial LP | 0.00% | No change | 5 | $467 |
| CVA Family Office, LLC | 0.00% | No change | 5 | $466 |
| Bruce G. Allen Investments, LLC | 0.00% | No change | 3 | $280 |
| Valued Wealth Advisors LLC | 0.00% | No change | 3 | $280 |
| Claris Advisors, LLC / Mo / | 0.00% | New | 3 | $280 |
| WR Wealth Planners, LLC | 0.00% | No change | 3 | $280 |
| Manchester Capital Management LLC | 0.00% | Reduce -93.9% | 3 | $280 |
| Parkside Financial Bank & Trust | 0.00% | No change | 2 | $187 |
| Private Trust Co. NA | 0.00% | No change | 2 | $186 |
| TFC Financial Management, Inc. | 0.00% | No change | 1 | $94 |
| 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.