EverforthEFOR
13F holders, Q4 2024 (December 31)307holders +13
38new positions
36sold out
8famous investors
$83.35avg. 13F price*
At the end of Q4 2024, 307 institutions reported holding Everforth Inc. (EFOR) in their 13F filings, up 13 from Q3 2024. 38 opened new positions and 36 sold out. The largest holders were BlackRock, Inc. ($492.4M), Vanguard Group Inc. ($436.8M) and FMR LLC ($319.5M). 8 famous investors held it, including Ron Baron (0.3% of Baron Capital (BAMCO)'s portfolio), Jeremy Grantham (0.1% of GMO's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Everforth Inc.
- Filed as
- ASGN INC (Q4 2024)
- CUSIP
- 00191U102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 38 | $74.2M |
| Exits | 36 | $148.6M |
All 13F filers, Q3 2024 → Q4 2024: 3,330,900 shares bought and 2,897,562 shares sold, net +433,338 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 307 holders
| BlackRock, Inc. | 0.01% | Add +0.4% | 5,908,899 | $492.4M |
| Vanguard Group Inc. | 0.01% | Add +0.2% | 5,241,430 | $436.8M |
| FMR LLC | 0.02% | Add +3.3% | 3,833,772 | $319.5M |
| Macquarie Group Ltd. | 0.22% | Add +4.7% | 2,144,747 | $178.7M |
| State Street Corp. | 0.01% | Add +2.5% | 1,730,032 | $144.2M |
| Baron Capital (BAMCO) | 0.34% | Reduce -17.1% | 1,570,286 | $130.9M |
| Dimensional Fund Advisors LP | 0.03% | Add +7.0% | 1,479,912 | $123.3M |
| Geode Capital Management, LLC | 0.01% | Reduce -1.1% | 1,234,998 | $102.9M |
| Victory Capital Management Inc. | 0.08% | Add +15.5% | 920,083 | $76.7M |
| Pathstone Holdings, LLC | 0.34% | Reduce -0.1% | 912,875 | $76.1M |
| Goldman Sachs Group Inc. | 0.01% | Add +19.6% | 900,098 | $75.0M |
| Jennison Associates LLC | 0.04% | Add +0.0% | 735,329 | $61.3M |
| Invesco Ltd. | 0.01% | Reduce -0.8% | 665,272 | $55.4M |
| Northern Trust Corp. | 0.01% | Add +15.5% | 631,138 | $52.6M |
| Thrivent Financial for Lutherans | 0.10% | Reduce -0.2% | 629,184 | $52.4M |
| Reinhart Partners, Llc. | 1.88% | Reduce -0.3% | 587,193 | $48.9M |
| Schroder Investment Management Group | 0.05% | Reduce -18.0% | 563,098 | $47.0M |
| Charles Schwab Investment Management Inc. | 0.01% | Reduce -1.2% | 542,544 | $45.2M |
| Hotchkis & Wiley Capital Management LLC | 0.15% | Add +51.3% | 537,360 | $44.8M |
| Norges Bank | 0.01% | Add +2.5% | 523,679 | $43.6M |
| GMO | 0.12% | Add +35.0% | 460,300 | $38.4M |
| Aristotle Capital Boston, LLC | 1.41% | Reduce -10.2% | 456,990 | $38.1M |
| Morgan Stanley | 0.00% | Reduce -6.5% | 442,516 | $36.9M |
| T. Rowe Price Investment Management, Inc. | 0.02% | Add +143.3% | 431,029 | $35.9M |
| FIL Ltd | 0.03% | No change | 425,441 | $35.5M |
| Bank of New York Mellon Corp | 0.01% | Reduce -5.5% | 408,149 | $34.0M |
| T. Rowe Price Associates Inc. | 0.00% | Add +2.1% | 368,808 | $30.7M |
| JPMorgan Chase & Co. | 0.00% | Reduce -21.3% | 366,721 | $30.6M |
| Bank of America Corp. | 0.00% | Reduce -9.7% | 345,989 | $28.8M |
| New South Capital Management Inc. | 1.01% | Reduce -3.3% | 287,745 | $24.0M |
| Pictet Asset Management Holding SA | 0.02% | Reduce -11.8% | 264,894 | $22.1M |
| Systematic Financial Management LP | 0.54% | Reduce -3.7% | 256,228 | $21.4M |
| Citadel Advisors | 0.02% | Add +120.7% | 252,058 | $21.0M |
| Ameriprise Financial Inc. | 0.00% | Reduce -1.4% | 218,678 | $18.2M |
| Voloridge Investment Management, LLC | 0.06% | New | 188,800 | $15.7M |
| TimesSquare Capital Management, LLC | 0.22% | New | 178,610 | $14.9M |
| AQR Capital Management | 0.02% | Reduce -4.8% | 173,603 | $14.5M |
| Peregrine Capital Management LLC | 0.43% | Add +1.6% | 173,430 | $14.5M |
| Glenmede Trust Co. NA | 0.07% | Add +20.0% | 173,011 | $14.4M |
| Rhumbline Advisers | 0.01% | Reduce -1.0% | 166,890 | $13.9M |
| Sei Investments Co. | 0.02% | Reduce -2.9% | 166,635 | $13.9M |
| Laurus Global Equity Management Inc. | 6.82% | No change | 158,991 | $13.3M |
| Nuveen Asset Management, LLC | 0.00% | Reduce -58.4% | 155,861 | $13.0M |
| UBS Group AG | 0.00% | Add +307.6% | 144,254 | $12.0M |
| Renaissance Technologies | 0.02% | New | 135,899 | $11.3M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +18.6% | 130,874 | $10.9M |
| North Point Portfolio Managers Corp. | 1.79% | Reduce -3.5% | 123,635 | $10.3M |
| Rockefeller Capital Management L.P. | 0.03% | Reduce -2.1% | 123,396 | $10.3M |
| Tidal Investments LLC | 0.08% | Add +2439.5% | 122,886 | $10.2M |
| Arrowstreet Capital, Limited Partnership | 0.01% | Reduce -26.5% | 121,712 | $10.1M |
| Principal Financial Group Inc. | 0.01% | Add +0.3% | 120,712 | $10.1M |
| Balyasny Asset Management L.P. | 0.02% | Add +83.8% | 108,326 | $9.0M |
| Barclays PLC | 0.00% | Add +24.4% | 108,231 | $9.0M |
| Leith Wheeler Investment Counsel Ltd. | 0.62% | Reduce -3.6% | 102,394 | $8.5M |
| Millennium Management | 0.01% | Add +392.6% | 100,567 | $8.4M |
| Twinbeech Capital LP | 0.14% | New | 99,620 | $8.3M |
| Legal & General Group Plc | 0.00% | Add +0.3% | 94,031 | $7.8M |
| Alliancebernstein L.P. | 0.00% | Reduce -1.4% | 93,155 | $7.8M |
| Swiss National Bank | 0.00% | Reduce -1.6% | 88,200 | $7.4M |
| Natixis Advisors, LLC | 0.01% | Reduce -5.8% | 86,892 | $7.2M |
| Harbor Capital Advisors, Inc. | 0.30% | Add +22.1% | 83,632 | $7.0M |
| California Public Employees Retirement System | 0.00% | Reduce -6.9% | 79,855 | $6.7M |
| D. E. Shaw & Co. | 0.01% | Add +394.3% | 78,397 | $6.5M |
| Corebridge Financial, Inc. | 0.03% | Reduce -7.3% | 71,176 | $5.9M |
| Sterling Capital Management LLC | 0.08% | Reduce -51.1% | 71,159 | $5.9M |
| Voya Investment Management LLC | 0.01% | Add +386.5% | 71,124 | $5.9M |
| GHP Investment Advisors, Inc. | 0.26% | Reduce -5.0% | 68,001 | $5.7M |
| Cubist Systematic Strategies, LLC | 0.09% | New | 67,209 | $5.6M |
| Trexquant Investment LP | 0.06% | New | 65,633 | $5.5M |
| Jane Street Group, LLC | 0.01% | Add +18.5% | 57,511 | $4.8M |
| Verition Fund Management LLC | 0.02% | Add +723.1% | 55,807 | $4.7M |
| Kennedy Capital Management LLC | 0.10% | Reduce -1.3% | 55,380 | $4.6M |
| New York State Teachers Retirement System | 0.01% | Reduce -5.3% | 55,059 | $4.6M |
| First Trust Advisors LP | 0.00% | Add +42.7% | 53,839 | $4.5M |
| Retirement Systems of Alabama | 0.02% | Reduce -1.3% | 53,742 | $4.5M |
| Deutsche Bank AG | 0.00% | Add +38.4% | 53,738 | $4.5M |
| Allianz Asset Management GmbH | 0.01% | Reduce -16.7% | 52,148 | $4.3M |
| Qube Research & Technologies Ltd | 0.01% | Add +274.7% | 50,404 | $4.2M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -4.3% | 50,150 | $4.2M |
| MetLife Investment Management, LLC | 0.02% | Add +3.4% | 50,062 | $4.2M |
| Citigroup Inc. | 0.00% | Reduce -22.6% | 44,993 | $3.7M |
| Quantbot Technologies LP | 0.14% | Add +322.4% | 44,963 | $3.7M |
| BNP Paribas Financial Markets | 0.00% | Add +220.3% | 44,747 | $3.7M |
| CI Investments Inc. | 0.01% | Reduce -7.8% | 42,650 | $3.6M |
| Prudential Financial Inc. | 0.00% | Add +818.4% | 41,824 | $3.5M |
| California State Teachers Retirement System | 0.00% | Reduce -4.6% | 41,784 | $3.5M |
| CANADA LIFE ASSURANCE Co | 0.01% | No change | 40,538 | $3.4M |
| Polar Asset Management Partners Inc. | 0.06% | Add +23.4% | 39,600 | $3.3M |
| Chatham Capital Group, Inc. | 0.54% | Reduce -1.1% | 39,251 | $3.3M |
| Holocene Advisors, LP | 0.01% | Reduce -8.7% | 38,184 | $3.2M |
| Cresset Asset Management, LLC | 0.01% | Reduce -0.8% | 37,390 | $3.1M |
| Marshall Wace, LLP | 0.00% | Add +1159.3% | 36,747 | $3.1M |
| Wells Fargo & Company | 0.00% | Reduce -9.2% | 35,152 | $2.9M |
| Amundi | 0.00% | Reduce -20.7% | 33,696 | $2.9M |
| Sit Investment Associates Inc. | 0.07% | No change | 34,465 | $2.9M |
| Assenagon Asset Management S.A. | 0.00% | Add +35.2% | 32,125 | $2.7M |
| HRT Financial LP | 0.01% | Add +12.8% | 31,388 | $2.6M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -6.9% | 29,667 | $2.5M |
| Agf Management Ltd. | 0.01% | Reduce -12.5% | 28,444 | $2.4M |
| Teacher Retirement System of Texas | 0.01% | Add +517.5% | 27,974 | $2.3M |
| Martingale Asset Management L P | 0.05% | Add +7.6% | 27,011 | $2.3M |
| Engineers Gate Manager LP | 0.04% | Add +311.1% | 26,550 | $2.2M |
| State of New Jersey Common Pension Fund D | 0.01% | Add +19.6% | 24,875 | $2.1M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -0.4% | 24,584 | $2.0M |
| Paralel Advisors LLC | 0.09% | Add +10.0% | 23,966 | $2.0M |
| Royal Bank of Canada | 0.00% | Add +8.9% | 23,594 | $2.0M |
| Mutual of America Capital Management LLC | 0.02% | Reduce -3.6% | 23,349 | $1.9M |
| Schonfeld Strategic Advisors LLC | 0.01% | New | 22,360 | $1.9M |
| one8zero8, LLC | 0.40% | — | 22,292 | $1.9M |
| Pinebridge Investments, L.P. | 0.01% | Add +42.7% | 21,983 | $1.8M |
| Connor, Clark & Lunn Investment Management Ltd. | 0.01% | Add +102.5% | 21,694 | $1.8M |
| Azzad Asset Management Inc. | 0.35% | Add +13.0% | 21,620 | $1.8M |
| Susquehanna International Group, LLP | 0.00% | Add +66.7% | 21,458 | $1.8M |
| Cambiar Investors LLC | 0.07% | Reduce -7.9% | 21,282 | $1.8M |
| Janney Montgomery Scott LLC | 0.00% | Reduce -5.0% | 21,266 | $1.8M |
| Amalgamated Bank | 0.01% | Reduce -0.4% | 20,473 | $1.7M |
| LPL Financial LLC | 0.00% | Add +14.6% | 19,241 | $1.7M |
| EULAV Asset Management | 0.04% | No change | 20,100 | $1.7M |
| Janus Henderson Group PLC | 0.00% | No change | 19,708 | $1.6M |
| O'shaughnessy Asset Management, LLC | 0.01% | Reduce -8.0% | 19,423 | $1.6M |
| Danske Bank A/S | 0.00% | Add +9.9% | 19,406 | $1.6M |
| Illinois Municipal Retirement Fund | 0.02% | Reduce -23.9% | 19,390 | $1.6M |
| Intech Investment Management LLC | 0.01% | Add +85.8% | 17,902 | $1.5M |
| State of Tennessee, Department of Treasury | 0.01% | Reduce -12.5% | 17,506 | $1.5M |
| Zions Bancorporation, N.A. | 0.09% | Add +20.1% | 17,111 | $1.4M |
| Teachers Retirement System of the State of Kentucky | 0.01% | Reduce -1.8% | 16,680 | $1.4M |
| Yousif Capital Management, LLC | 0.02% | Reduce -3.9% | 16,452 | $1.4M |
| Russell Investments Group, Ltd. | 0.00% | Reduce -6.1% | 15,589 | $1.3M |
| Ensign Peak Advisors, Inc | 0.00% | No change | 14,805 | $1.2M |
| New York State Common Retirement Fund | 0.00% | No change | 14,788 | $1.2M |
| Ontario Teachers Pension Plan Board | 0.02% | Add +16.3% | 14,272 | $1.2M |
| ProShare Advisors LLC | 0.00% | Add +35.8% | 14,229 | $1.2M |
| Argent Capital Management LLC | 0.03% | Add +31.6% | 13,898 | $1.2M |
| Comerica Bank | 0.00% | Reduce -7.4% | 13,519 | $1.1M |
| Gotham Asset Management | 0.01% | Add +121.7% | 13,470 | $1.1M |
| Ameritas Investment Partners, Inc. | 0.04% | Reduce -2.5% | 13,424 | $1.1M |
| Arizona State Retirement System | 0.01% | Reduce -1.6% | 13,002 | $1.1M |
| Louisiana State Employees Retirement System | 0.02% | Reduce -0.8% | 12,300 | $1.0M |
| Occudo Quantitative Strategies LP | 0.18% | Add +80.1% | 12,265 | $1.0M |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -4.2% | 11,782 | $982K |
| Orion Portfolio Solutions, LLC | 0.01% | Reduce -4.2% | 11,782 | $982K |
| HSBC Holdings PLC | 0.00% | Reduce -30.6% | 11,754 | $980K |
| Handelsbanken Fonder AB | 0.00% | Reduce -0.8% | 11,723 | $977K |
| NorthCrest Asset Manangement, LLC | 0.03% | Reduce -1.6% | 11,424 | $952K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 10,872 | $906K |
| Quadrature Capital Ltd | 0.02% | New | 10,843 | $904K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +10.1% | 10,654 | $888K |
| State of Michigan Retirement System | 0.00% | Reduce -1.9% | 10,421 | $868K |
| New Mexico Educational Retirement Board | 0.03% | No change | 10,200 | $850K |
| Quantinno Capital Management LP | 0.01% | Reduce -0.7% | 9,979 | $832K |
| Northwestern Mutual Investment Management Company, LLC | 0.02% | Reduce -1.2% | 9,823 | $819K |
| Man Group plc | 0.00% | Add +2.5% | 9,782 | $815K |
| State of Wisconsin Investment Board | 0.00% | Add +9.4% | 9,778 | $815K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.01% | Reduce -1.1% | 9,762 | $814K |
| Keybank National Association | 0.00% | Add +7.3% | 9,537 | $795K |
| Two Sigma Investments, LP | 0.00% | New | 9,535 | $795K |
| Vident Advisory, LLC | 0.01% | New | 9,376 | $781K |
| Lombard Odier Asset Management (USA) Corp | 0.34% | New | 9,234 | $770K |
| Police & Firemen's Retirement System of New Jersey | 0.01% | — | 9,221 | $768K |
| Aquatic Capital Management LLC | 0.02% | New | 9,203 | $767K |
| KLP Kapitalforvaltning As | 0.00% | — | 9,200 | $767K |
| Vise Technologies, Inc. | 0.06% | Reduce -3.5% | 9,183 | $765K |
| Oregon Public Employees Retirement Fund | 0.01% | Reduce -1.7% | 8,975 | $748K |
| Henshaw Capital LLC | 0.03% | No change | 8,689 | $724K |
| Gsa Capital Partners LLP | 0.05% | New | 8,536 | $711K |
| Brevan Howard Capital Management LP | 0.02% | New | 8,276 | $690K |
| Lido Advisors, LLC | 0.00% | Reduce -19.6% | 8,231 | $686K |
| Inceptionr LLC | 0.15% | Reduce -10.8% | 8,079 | $673K |
| Dynamic Technology Lab Private Ltd | 0.11% | New | 8,030 | $669K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -4.8% | 7,749 | $646K |
| Creative Planning | 0.00% | Reduce -11.4% | 7,322 | $610K |
| Hudson Edge Investment Partners Inc. | 0.11% | Add +4.8% | 7,128 | $594K |
| Fox Run Management, L.L.C. | 0.11% | New | 7,084 | $590K |
| Campbell & CO Investment Adviser LLC | 0.05% | Reduce -60.8% | 7,054 | $588K |
| Ritholtz Wealth Management | 0.02% | Reduce -9.5% | 6,983 | $582K |
| Pacer Advisors, Inc. | 0.00% | Add +0.1% | 6,588 | $549K |
| Jain Global LLC | 0.02% | — | 6,424 | $535K |
| Xponance LLC | 0.00% | Add +4.6% | 6,377 | $531K |
| Bank of Montreal | 0.00% | Reduce -0.8% | 6,375 | $531K |
| XTX Topco Ltd | 0.04% | Add +146.3% | 6,249 | $521K |
| Malaga Cove Capital, LLC | 0.20% | Reduce -1.3% | 6,144 | $512K |
| Bridgefront Capital, LLC | 0.17% | New | 6,140 | $512K |
| Raymond James Financial Inc. | 0.00% | — | 5,922 | $494K |
| Nomura Holdings Inc. | 0.00% | New | 5,854 | $488K |
| Sanctuary Advisors, LLC | 0.00% | Add +12.2% | 5,382 | $478K |
| Higgins & Schmidt Wealth Strategies LLC | 0.30% | Add +15.7% | 5,681 | $473K |
| Crossmark Global Holdings, Inc. | 0.01% | Add +0.1% | 5,422 | $452K |
| Magnetar Financial LLC | 0.01% | New | 5,193 | $433K |
| State of Alaska, Department of Revenue | 0.00% | Reduce -3.1% | 5,040 | $420K |
| Skandinaviska Enskilda Banken AB (publ) | 0.00% | New | 4,900 | $409K |
| Choreo, LLC | 0.01% | Add +12.3% | 4,837 | $404K |
| Public Employees Retirement Association of Colorado | 0.00% | Reduce -5.8% | 4,788 | $399K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Reduce -25.2% | 4,726 | $394K |
| Federated Hermes, Inc. | 0.00% | Add +2.5% | 4,653 | $388K |
| Brucke Financial, Inc. | 0.33% | — | 4,389 | $387K |
| US Bancorp \de | 0.00% | Reduce -3.8% | 4,533 | $378K |
| Radnor Capital Management, LLC | 0.06% | No change | 4,500 | $375K |
| Integrated Quantitative Investments LLC | 0.17% | — | 4,128 | $344K |
| Bayforest Capital Ltd | 0.43% | — | 4,116 | $343K |
| Bank of Nova Scotia | 0.00% | Add +1.4% | 4,067 | $339K |
| Cibc World Markets Corp. | 0.00% | New | 4,041 | $337K |
| Optas, LLC | 0.07% | Add +0.0% | 4,013 | $334K |
| Fieldview Capital Management, LLC | 0.05% | — | 3,969 | $331K |
| Atria Investments, Inc | 0.00% | Reduce -32.4% | 3,853 | $321K |
| Axq Capital, LP | 0.14% | New | 3,826 | $319K |
| Quantessence Capital LLC | 0.13% | — | 3,713 | $309K |
| Lindenwold Advisors, INC | 0.16% | Reduce -3.8% | 3,695 | $308K |
| State of Wyoming | 0.04% | New | 3,612 | $301K |
| Vestcor Inc | 0.01% | No change | 3,606 | $301K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +91.7% | 3,607 | $301K |
| Entropy Technologies, LP | 0.03% | New | 3,590 | $299K |
| Aristides Capital LLC | 0.09% | Add +42.8% | 3,445 | $287K |
| ZEGA Investments, LLC | 0.08% | — | 3,063 | $283K |
| Securian Asset Management, Inc. | 0.01% | Reduce -4.1% | 3,341 | $278K |
| Coldstream Capital Management Inc. | 0.01% | Reduce -3.7% | 3,272 | $273K |
| Point72 (DIFC) Ltd | 0.02% | New | 3,259 | $272K |
| Cambria Investment Management, L.P. | 0.02% | Add +2.3% | 3,110 | $259K |
| Verdence Capital Advisors LLC | 0.02% | Add +0.6% | 3,061 | $255K |
| Versor Investments LP | 0.04% | Reduce -41.7% | 2,988 | $249K |
| Petrus Trust Company, LTA | 0.02% | New | 2,921 | $243K |
| Essex Investment Management Co. LLC | 0.04% | No change | 2,900 | $242K |
| Mackenzie Financial Corp. | 0.00% | Reduce -89.5% | 2,874 | $240K |
| Point72 Asia (Singapore) Pte. Ltd. | 0.06% | New | 2,666 | $222K |
| Oppenheimer Asset Management Inc. | 0.00% | Reduce -11.6% | 2,574 | $215K |
| Vista Finance, LLC | 0.21% | New | 2,472 | $206K |
| Brighton Jones LLC | 0.01% | Reduce -0.7% | 2,450 | $204K |
| KBC Group NV | 0.00% | Add +48.1% | 2,109 | $176K |
| STRS Ohio | 0.00% | Reduce -69.1% | 2,100 | $175K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 1,822 | $171K |
| Shell Asset Management Co. | 0.01% | No change | 2,014 | $168K |
| Osaic Holdings, Inc. | 0.00% | Reduce -0.9% | 1,882 | $157K |
| Mitsubishi UFJ Trust & Banking Corp | 0.00% | New | 1,811 | $151K |
| Wolverine Asset Management LLC | 0.01% | No change | 1,784 | $149K |
| LRI Investments, LLC | 0.01% | No change | 1,600 | $133K |
| Headlands Technologies LLC | 0.01% | New | 1,058 | $88K |
| HM Payson & Co. | 0.00% | No change | 935 | $78K |
| Cwm, LLC | 0.00% | Reduce -1.2% | 929 | $77K |
| Lazard Asset Management LLC | 0.00% | New | 879 | $73K |
| Quadrant Capital Group LLC | 0.00% | No change | 849 | $71K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -57.5% | 768 | $67K |
| Jones Financial Companies LLLP | 0.00% | Add +1438.0% | 769 | $64K |
| Blue Trust, Inc. | 0.00% | Reduce -30.0% | 572 | $48K |
| Caitong International Asset Management Co., Ltd | 0.04% | — | 476 | $40K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -5.7% | 462 | $39K |
| R Squared Ltd | 0.04% | — | 440 | $37K |
| V-Square Quantitative Management LLC | 0.01% | Add +63.7% | 429 | $36K |
| J.Safra Asset Management Corp | 0.00% | Add +48.1% | 428 | $36K |
| Fifth Third Bancorp | 0.00% | Reduce -9.1% | 428 | $36K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -11.2% | 388 | $32K |
| Venturi Wealth Management, LLC | 0.00% | No change | 385 | $32K |
| Hexagon Capital Partners LLC | 0.01% | Reduce -5.5% | 344 | $29K |
| Parallel Advisors, LLC | 0.00% | Add +9.3% | 330 | $28K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 320 | $27K |
| GeoWealth Management, LLC | 0.00% | Reduce -10.1% | 276 | $23K |
| Signaturefd, LLC | 0.00% | Reduce -24.6% | 257 | $21K |
| Rise Advisors, LLC | 0.01% | No change | 224 | $19K |
| Huntington National Bank | 0.00% | Reduce -14.1% | 195 | $16K |
| Smithfield Trust Co | 0.00% | No change | 185 | $15K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 170 | $14K |
| LGT Financial Advisors LLC | 0.03% | No change | 167 | $14K |
| UMB Bank, n.a. | 0.00% | Add +134.8% | 162 | $14K |
| Bessemer Group Inc. | 0.00% | Add +67.0% | 157 | $13K |
| NewEdge Advisors, LLC | 0.00% | No change | 145 | $12K |
| GAMMA Investing LLC | 0.00% | Reduce -30.5% | 137 | $11K |
| Advisors Asset Management, Inc. | 0.00% | New | 130 | $11K |
| Key Financial Inc | 0.00% | No change | 96 | $8K |
| Covestor Ltd | 0.01% | Reduce -52.2% | 96 | $8K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +42.9% | 80 | $7K |
| Private Trust Co. NA | 0.00% | Add +3550.0% | 73 | $6K |
| Hemington Wealth Management | 0.00% | Reduce -2.5% | 79 | $6K |
| Eagle Bay Advisors LLC | 0.00% | No change | 64 | $5K |
| Cetera Trust Company, N.A | 0.00% | No change | 55 | $5K |
| CENTRAL TRUST Co | 0.00% | No change | 45 | $4K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -27.1% | 43 | $4K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 38 | $3K |
| JFS Wealth Advisors, LLC | 0.00% | Add +25.0% | 35 | $3K |
| Lindbrook Capital, LLC | 0.00% | Reduce -15.8% | 32 | $3K |
| IFP Advisors, Inc | 0.00% | Add +66.7% | 30 | $3K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 30 | $3K |
| Versant Capital Management, Inc | 0.00% | No change | 28 | $2K |
| TD Capital Management LLC | 0.00% | New | 26 | $2K |
| Rothschild Investment LLC | 0.00% | Reduce -37.5% | 25 | $2K |
| WealthCollab, LLC | 0.00% | No change | 24 | $2K |
| Quarry LP | 0.00% | Add +11.1% | 20 | $2K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 20 | $2K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +90.0% | 19 | $2K |
| NFSG Corp | 0.00% | New | 17 | $1K |
| Harbour Investments, Inc. | 0.00% | No change | 16 | $1K |
| First Horizon Advisors, Inc. | 0.00% | Reduce -22.2% | 14 | $1K |
| SJS Investment Consulting Inc. | 0.00% | Reduce -14.3% | 12 | $1K |
| Mather Group, Llc. | 0.00% | No change | 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% | No change | 11 | $917 |
| Private Wealth Management Group, LLC | 0.00% | Reduce -70.0% | 9 | $751 |
| Assetmark, Inc. | 0.00% | New | 9 | $750 |
| Bokf, NA | 0.00% | New | 8 | $688 |
| Allworth Financial LP | 0.00% | No change | 5 | $459 |
| Valued Wealth Advisors LLC | 0.00% | No change | 3 | $251 |
| Bruce G. Allen Investments, LLC | 0.00% | No change | 3 | $250 |
| Global Financial Private Client, LLC | 0.00% | New | 3 | $250 |
| WR Wealth Planners, LLC | 0.00% | No change | 3 | $250 |
| Parkworth Wealth Management, Inc. | 0.00% | — | 2 | $167 |
| Parkside Financial Bank & Trust | 0.00% | No change | 2 | $167 |
| Larson Financial Group LLC | 0.00% | New | 2 | $167 |
| TFC Financial Management, Inc. | 0.00% | No change | 1 | $84 |
| SBI Securities Co., Ltd. | 0.00% | — | 1 | $83 |
"% of holder's portfolio" is EFOR's weight in each manager's 13F, not the share of Everforth Inc. the manager owns.