EverforthEFOR
13F holders, Q1 2025 (March 31)303holders −4
41new positions
45sold out
9famous investors
$63.01avg. 13F price*
At the end of Q1 2025, 303 institutions reported holding Everforth Inc. (EFOR) in their 13F filings, down 4 from Q4 2024. 41 opened new positions and 45 sold out. The largest holders were BlackRock, Inc. ($366.6M), Vanguard Group Inc. ($331.7M) and FMR LLC ($283.2M). 9 famous investors held it, including Ron Baron (0.3% of Baron Capital (BAMCO)'s portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Everforth Inc.
- Filed as
- ASGN INC (Q1 2025)
- CUSIP
- 00191U102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 41 | $28.2M |
| Exits | 45 | $89.6M |
All 13F filers, Q4 2024 → Q1 2025: 3,643,786 shares bought and 3,809,903 shares sold, net −166,117 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 303 holders
| BlackRock, Inc. | 0.01% | Reduce -1.5% | 5,817,635 | $366.6M |
| Vanguard Group Inc. | 0.01% | Add +0.4% | 5,264,184 | $331.7M |
| FMR LLC | 0.02% | Add +17.2% | 4,493,773 | $283.2M |
| Macquarie Group Ltd. | 0.17% | Add +2.1% | 2,189,026 | $138.0M |
| State Street Corp. | 0.00% | Add +0.1% | 1,731,801 | $109.1M |
| Dimensional Fund Advisors LP | 0.03% | Add +13.7% | 1,682,606 | $106.0M |
| Baron Capital (BAMCO) | 0.26% | Reduce -9.8% | 1,416,680 | $89.3M |
| Geode Capital Management, LLC | 0.01% | Add +4.2% | 1,286,546 | $81.1M |
| Pathstone Holdings, LLC | 0.26% | Add +2.3% | 933,872 | $58.9M |
| Victory Capital Management Inc. | 0.06% | Add +0.0% | 920,162 | $58.0M |
| Invesco Ltd. | 0.01% | Add +28.6% | 855,302 | $53.9M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -21.1% | 710,368 | $44.8M |
| Reinhart Partners, Llc. | 1.53% | Add +13.4% | 665,987 | $42.0M |
| Hotchkis & Wiley Capital Management LLC | 0.13% | Add +17.8% | 633,217 | $39.9M |
| Schroder Investment Management Group | 0.04% | Add +11.8% | 629,846 | $39.7M |
| Northern Trust Corp. | 0.01% | Reduce -1.6% | 620,907 | $39.1M |
| Jennison Associates LLC | 0.03% | Reduce -20.2% | 586,634 | $37.0M |
| Charles Schwab Investment Management Inc. | 0.01% | Add +0.3% | 544,022 | $34.3M |
| Norges Bank | 0.00% | No change | 523,679 | $33.0M |
| Morgan Stanley | 0.00% | Add +12.8% | 499,343 | $31.5M |
| T. Rowe Price Investment Management, Inc. | 0.02% | Add +15.7% | 498,673 | $31.4M |
| Voloridge Investment Management, LLC | 0.10% | Add +117.1% | 409,942 | $25.8M |
| Aristotle Capital Boston, LLC | 1.27% | Reduce -11.7% | 403,711 | $25.4M |
| JPMorgan Chase & Co. | 0.00% | Add +8.3% | 397,145 | $25.0M |
| Pacer Advisors, Inc. | 0.06% | Add +5918.3% | 396,488 | $25.0M |
| T. Rowe Price Associates Inc. | 0.00% | Add +3.5% | 381,565 | $24.0M |
| Bank of America Corp. | 0.00% | Add +6.5% | 368,610 | $23.2M |
| Bank of New York Mellon Corp | 0.00% | Reduce -10.5% | 365,455 | $23.0M |
| New South Capital Management Inc. | 0.83% | Reduce -4.9% | 273,770 | $17.3M |
| Citadel Advisors | 0.02% | Add +6.8% | 269,192 | $17.0M |
| Systematic Financial Management LP | 0.47% | Add +1.5% | 259,972 | $16.4M |
| Millennium Management | 0.02% | Add +152.4% | 253,872 | $16.0M |
| AQR Capital Management | 0.01% | Add +30.1% | 225,846 | $14.0M |
| FIL Ltd | 0.01% | Reduce -51.7% | 205,441 | $12.9M |
| TimesSquare Capital Management, LLC | 0.21% | Add +13.8% | 203,200 | $12.8M |
| Sei Investments Co. | 0.01% | Add +5.2% | 175,307 | $11.0M |
| Glenmede Trust Co. NA | 0.06% | Reduce -2.0% | 169,506 | $10.7M |
| Rhumbline Advisers | 0.01% | Reduce -2.3% | 163,065 | $10.3M |
| Laurus Global Equity Management Inc. | 6.69% | No change | 158,991 | $10.0M |
| UBS Group AG | 0.00% | Add +1.5% | 146,448 | $9.2M |
| Jane Street Group, LLC | 0.02% | Add +141.7% | 138,988 | $8.8M |
| Prudential Financial Inc. | 0.01% | Add +230.1% | 138,044 | $8.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +2.2% | 133,811 | $8.4M |
| Peregrine Capital Management LLC | 0.28% | Reduce -22.9% | 133,770 | $8.4M |
| North Point Portfolio Managers Corp. | 1.37% | Add +0.1% | 123,760 | $7.8M |
| Principal Financial Group Inc. | 0.00% | Add +0.9% | 121,845 | $7.7M |
| Nuveen, LLC | 0.00% | — | 121,438 | $7.7M |
| Renaissance Technologies | 0.01% | Reduce -10.9% | 121,094 | $7.6M |
| Harbor Capital Advisors, Inc. | 0.34% | Add +40.1% | 117,160 | $7.4M |
| Clearbridge Investments, LLC | 0.01% | New | 113,110 | $7.1M |
| Leith Wheeler Investment Counsel Ltd. | 0.45% | Add +1.3% | 103,709 | $6.5M |
| Qube Research & Technologies Ltd | 0.01% | Add +100.0% | 100,795 | $6.4M |
| Alliancebernstein L.P. | 0.00% | Reduce -0.1% | 93,037 | $5.9M |
| Legal & General Group Plc | 0.00% | Reduce -2.0% | 92,131 | $5.8M |
| Swiss National Bank | 0.00% | Reduce -2.8% | 85,700 | $5.4M |
| Ameriprise Financial Inc. | 0.00% | Reduce -61.1% | 85,152 | $5.4M |
| Allianz Asset Management GmbH | 0.01% | Add +61.7% | 84,344 | $5.3M |
| Voya Investment Management LLC | 0.01% | Add +11.3% | 79,140 | $5.0M |
| California Public Employees Retirement System | 0.00% | Reduce -4.3% | 76,424 | $4.8M |
| Barclays PLC | 0.00% | Reduce -32.4% | 73,192 | $4.6M |
| Natixis Advisors, LLC | 0.01% | Reduce -16.2% | 72,836 | $4.6M |
| Holocene Advisors, LP | 0.01% | Add +84.8% | 70,558 | $4.4M |
| Corebridge Financial, Inc. | 0.03% | Reduce -2.1% | 69,680 | $4.4M |
| Quantbot Technologies LP | 0.14% | Add +52.9% | 68,763 | $4.3M |
| Magnetar Financial LLC | 0.06% | Add +1146.8% | 64,744 | $4.1M |
| Verition Fund Management LLC | 0.02% | Reduce -0.6% | 55,473 | $3.5M |
| Retirement Systems of Alabama | 0.01% | Add +0.1% | 53,797 | $3.4M |
| Great Lakes Advisors, LLC | 0.03% | New | 53,318 | $3.4M |
| D. E. Shaw & Co. | 0.00% | Reduce -32.5% | 52,894 | $3.3M |
| New York State Teachers Retirement System | 0.01% | Reduce -5.7% | 51,937 | $3.3M |
| Susquehanna International Group, LLP | 0.01% | Add +137.7% | 51,004 | $3.2M |
| Campbell & CO Investment Adviser LLC | 0.24% | Add +614.5% | 50,398 | $3.2M |
| Schonfeld Strategic Advisors LLC | 0.02% | Add +123.8% | 50,037 | $3.2M |
| Deutsche Bank AG | 0.00% | Reduce -7.1% | 49,939 | $3.1M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -1.1% | 49,583 | $3.1M |
| MetLife Investment Management, LLC | 0.02% | Reduce -1.6% | 49,281 | $3.1M |
| Tudor Investment Corporation | 0.03% | New | 48,255 | $3.0M |
| First Trust Advisors LP | 0.00% | Reduce -21.1% | 42,459 | $2.7M |
| Citigroup Inc. | 0.00% | Reduce -7.8% | 41,463 | $2.6M |
| California State Teachers Retirement System | 0.00% | Reduce -1.6% | 41,126 | $2.6M |
| Chatham Capital Group, Inc. | 0.43% | Add +4.4% | 40,966 | $2.6M |
| Bridgewater Associates | 0.01% | New | 40,830 | $2.6M |
| Engineers Gate Manager LP | 0.04% | Add +47.7% | 39,223 | $2.5M |
| CANADA LIFE ASSURANCE Co | 0.00% | Reduce -6.9% | 37,744 | $2.4M |
| Cresset Asset Management, LLC | 0.01% | Reduce -0.0% | 37,375 | $2.4M |
| Dynamic Technology Lab Private Ltd | 0.34% | Add +364.4% | 37,293 | $2.4M |
| Littlejohn & Co. LLC | 1.20% | New | 36,400 | $2.3M |
| Kennedy Capital Management LLC | 0.05% | Reduce -37.4% | 34,649 | $2.2M |
| Sit Investment Associates Inc. | 0.05% | No change | 34,465 | $2.2M |
| Assenagon Asset Management S.A. | 0.00% | No change | 32,125 | $2.0M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | New | 30,743 | $1.9M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +48.8% | 28,891 | $1.8M |
| State of New Jersey Common Pension Fund D | 0.01% | Add +13.3% | 28,188 | $1.8M |
| ExodusPoint Capital Management, LP | 0.02% | New | 28,155 | $1.8M |
| Aquatic Capital Management LLC | 0.04% | Add +181.5% | 25,909 | $1.6M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +4.5% | 25,703 | $1.6M |
| Paralel Advisors LLC | 0.06% | No change | 23,966 | $1.5M |
| Wells Fargo & Company | 0.00% | Reduce -33.1% | 23,526 | $1.5M |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -81.2% | 23,208 | $1.5M |
| Mutual of America Capital Management LLC | 0.02% | Reduce -2.6% | 22,748 | $1.4M |
| Azzad Asset Management Inc. | 0.16% | Add +1.3% | 21,908 | $1.4M |
| CI Investments Inc. | 0.01% | Reduce -48.7% | 21,889 | $1.4M |
| LPL Financial LLC | 0.00% | Add +19.7% | 23,029 | $1.4M |
| Intech Investment Management LLC | 0.01% | Add +20.1% | 21,497 | $1.4M |
| Royal Bank of Canada | 0.00% | Reduce -9.2% | 21,434 | $1.4M |
| Janney Montgomery Scott LLC | 0.00% | Add +0.8% | 21,435 | $1.4M |
| Balyasny Asset Management L.P. | 0.00% | Reduce -80.3% | 21,289 | $1.3M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -29.9% | 20,800 | $1.3M |
| one8zero8, LLC | 0.31% | Reduce -8.0% | 20,502 | $1.3M |
| Lazard Asset Management LLC | 0.00% | Add +2224.0% | 20,428 | $1.3M |
| EULAV Asset Management | 0.03% | No change | 20,100 | $1.3M |
| Amundi | 0.00% | Reduce -39.1% | 20,516 | $1.3M |
| Janus Henderson Group PLC | 0.00% | No change | 19,708 | $1.2M |
| Amalgamated Bank | 0.01% | Reduce -3.9% | 19,682 | $1.2M |
| Illinois Municipal Retirement Fund | 0.02% | No change | 19,390 | $1.2M |
| Sterling Capital Management LLC | 0.02% | Reduce -74.5% | 18,181 | $1.1M |
| Zions Bancorporation, National Association | 0.07% | — | 17,891 | $1.1M |
| Martingale Asset Management L P | 0.03% | Reduce -34.0% | 17,819 | $1.1M |
| Cambiar Investors LLC | 0.05% | Reduce -16.4% | 17,797 | $1.1M |
| State of Tennessee, Department of Treasury | 0.00% | No change | 17,506 | $1.1M |
| Teacher Retirement System of Texas | 0.00% | Reduce -37.6% | 17,465 | $1.1M |
| Creative Planning | 0.00% | Add +132.6% | 17,027 | $1.1M |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 16,680 | $1.1M |
| Yousif Capital Management, LLC | 0.01% | Reduce -2.2% | 16,092 | $1.0M |
| Russell Investments Group, Ltd. | 0.00% | Add +3.1% | 16,074 | $1.0M |
| BNP Paribas Financial Markets | 0.00% | Reduce -66.7% | 14,922 | $940K |
| Ensign Peak Advisors, Inc | 0.00% | No change | 14,805 | $933K |
| New York State Common Retirement Fund | 0.00% | No change | 14,788 | $932K |
| Gotham Asset Management | 0.01% | Add +9.1% | 14,693 | $926K |
| Bank of Montreal | 0.00% | Add +129.1% | 14,604 | $920K |
| Ontario Teachers Pension Plan Board | 0.01% | No change | 14,272 | $899K |
| XTX Topco Ltd | 0.05% | Add +124.8% | 14,048 | $885K |
| Marshall Wace, LLP | 0.00% | Reduce -61.8% | 14,036 | $885K |
| Vident Advisory, LLC | 0.01% | Add +46.4% | 13,727 | $865K |
| Aigen Investment Management, LP | 0.13% | New | 13,304 | $838K |
| GWN Securities Inc. | 0.05% | New | 15,237 | $838K |
| Ameritas Investment Partners, Inc. | 0.03% | Reduce -1.2% | 13,264 | $836K |
| Comerica Bank | 0.00% | Reduce -2.2% | 13,221 | $833K |
| Arizona State Retirement System | 0.01% | Reduce -2.5% | 12,679 | $799K |
| Quantinno Capital Management LP | 0.01% | Add +25.7% | 12,547 | $791K |
| Louisiana State Employees Retirement System | 0.02% | Add +0.8% | 12,400 | $781K |
| HSBC Holdings PLC | 0.00% | Add +2.4% | 12,035 | $756K |
| Jump Financial, LLC | 0.01% | New | 11,773 | $742K |
| Handelsbanken Fonder AB | 0.00% | No change | 11,723 | $739K |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -0.7% | 11,700 | $737K |
| Orion Portfolio Solutions, LLC | 0.01% | Reduce -0.7% | 11,700 | $737K |
| NorthCrest Asset Manangement, LLC | 0.02% | Reduce -0.1% | 11,417 | $719K |
| Y-Intercept (Hong Kong) Ltd | 0.05% | New | 11,304 | $712K |
| ProShare Advisors LLC | 0.00% | Reduce -21.1% | 11,234 | $708K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 10,872 | $685K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 10,654 | $671K |
| State of Michigan Retirement System | 0.00% | Add +1.9% | 10,621 | $669K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | Add +8.2% | 10,566 | $666K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -98.3% | 10,452 | $659K |
| State of Wisconsin Investment Board | 0.00% | Add +5.5% | 10,319 | $650K |
| New Mexico Educational Retirement Board | 0.02% | No change | 10,200 | $643K |
| Tidal Investments LLC | 0.01% | Reduce -91.8% | 10,125 | $638K |
| Northwestern Mutual Investment Management Company, LLC | 0.01% | Add +0.1% | 9,828 | $619K |
| Cibc World Markets Corp. | 0.00% | Add +137.1% | 9,583 | $604K |
| Police & Firemen's Retirement System of New Jersey | 0.01% | No change | 9,221 | $581K |
| AlphaQuest LLC | 0.06% | New | 9,181 | $579K |
| Jain Global LLC | 0.01% | Add +42.4% | 9,149 | $577K |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.00% | — | 9,026 | $569K |
| Oregon Public Employees Retirement Fund | 0.01% | No change | 8,975 | $566K |
| Keybank National Association | 0.00% | Reduce -6.2% | 8,949 | $564K |
| Henshaw Capital LLC | 0.02% | No change | 8,689 | $548K |
| KLP Kapitalforvaltning As | 0.00% | Reduce -8.7% | 8,400 | $529K |
| Fox Run Management, L.L.C. | 0.08% | Add +12.7% | 7,982 | $503K |
| Lido Advisors, LLC | 0.00% | Reduce -4.9% | 7,831 | $494K |
| Entropy Technologies, LP | 0.05% | Add +105.5% | 7,378 | $465K |
| Numerai GP LLC | 0.09% | New | 7,200 | $454K |
| Pictet Asset Management Holding SA | 0.00% | Reduce -97.3% | 7,046 | $444K |
| Hudson Edge Investment Partners Inc. | 0.09% | Reduce -1.9% | 6,991 | $441K |
| Vanguard Personalized Indexing Management, LLC | 0.01% | Add +43.4% | 6,779 | $427K |
| Xponance LLC | 0.00% | Add +1.0% | 6,441 | $406K |
| Quadrature Capital Ltd | 0.01% | Reduce -41.8% | 6,316 | $398K |
| SG Americas Securities, LLC | 0.00% | New | 6,282 | $396K |
| Danske Bank A/S | 0.00% | Reduce -68.2% | 6,178 | $389K |
| Raymond James Financial Inc. | 0.00% | Add +4.3% | 6,176 | $389K |
| Bayforest Capital Ltd | 0.17% | Add +48.8% | 6,124 | $386K |
| Centiva Capital, LP | 0.02% | New | 6,111 | $385K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -22.6% | 5,997 | $378K |
| Occudo Quantitative Strategies LP | 0.05% | Reduce -51.5% | 5,946 | $375K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +57.9% | 5,695 | $359K |
| Malaga Cove Capital, LLC | 0.15% | Reduce -7.8% | 5,665 | $357K |
| MQS Management LLC | 0.20% | New | 5,548 | $350K |
| Crossmark Global Holdings, Inc. | 0.01% | Reduce -0.9% | 5,374 | $339K |
| Higgins & Schmidt Wealth Strategies LLC | 0.20% | Reduce -7.2% | 5,270 | $332K |
| State of Alaska, Department of Revenue | 0.00% | Add +1.1% | 5,095 | $321K |
| Axq Capital, LP | 0.13% | Add +32.9% | 5,084 | $320K |
| Aster Capital Management (DIFC) Ltd | 0.06% | New | 4,736 | $319K |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | Reduce -76.9% | 5,019 | $316K |
| Skandinaviska Enskilda Banken AB (publ) | 0.00% | No change | 4,900 | $309K |
| Choreo, LLC | 0.00% | Add +0.2% | 4,847 | $305K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 4,788 | $302K |
| US Bancorp \de | 0.00% | Add +3.9% | 4,710 | $297K |
| Radnor Capital Management, LLC | 0.05% | No change | 4,500 | $284K |
| Mitsubishi UFJ Trust & Banking Corp | 0.00% | Add +145.4% | 4,445 | $280K |
| Petrus Trust Company, LTA | 0.03% | Add +49.6% | 4,371 | $275K |
| Quadrant Capital Group LLC | 0.01% | Add +400.2% | 4,247 | $268K |
| Federated Hermes, Inc. | 0.00% | Reduce -9.8% | 4,195 | $264K |
| Fieldview Capital Management, LLC | 0.04% | Add +4.8% | 4,159 | $262K |
| Integrated Quantitative Investments LLC | 0.13% | Reduce -0.4% | 4,112 | $259K |
| Optas, LLC | 0.04% | Add +0.2% | 4,020 | $253K |
| 111 Capital | 0.05% | New | 3,764 | $237K |
| State of Wyoming | 0.03% | Add +2.0% | 3,685 | $232K |
| Lindenwold Advisors, INC | 0.13% | Reduce -1.5% | 3,640 | $229K |
| Vestcor Inc | 0.01% | No change | 3,606 | $227K |
| Securian Asset Management, Inc. | 0.01% | No change | 3,341 | $211K |
| Brucke Financial, Inc. | 0.18% | Reduce -5.6% | 4,142 | $209K |
| Shell Asset Management Co. | 0.01% | Add +61.0% | 3,242 | $204K |
| Coldstream Capital Management Inc. | 0.00% | Reduce -8.2% | 3,004 | $189K |
| Essex Investment Management Co. LLC | 0.04% | No change | 2,900 | $183K |
| KBC Group NV | 0.00% | Add +1.9% | 2,148 | $135K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 1,822 | $107K |
| GHP Investment Advisors, Inc. | 0.00% | Reduce -97.7% | 1,599 | $101K |
| Osaic Holdings, Inc. | 0.00% | Reduce -19.0% | 1,524 | $96K |
| STRS Ohio | 0.00% | Reduce -33.3% | 1,400 | $88K |
| Walleye Trading LLC | 0.00% | New | 1,352 | $85K |
| Summit Securities Group LLC | 0.05% | New | 1,256 | $79K |
| Cwm, LLC | 0.00% | Add +27.1% | 1,181 | $74K |
| GAMMA Investing LLC | 0.00% | Add +662.8% | 1,045 | $66K |
| LRI Investments, LLC | 0.01% | Reduce -39.1% | 975 | $61K |
| HM Payson & Co. | 0.00% | No change | 935 | $59K |
| Jones Financial Companies LLLP | 0.00% | Add +12.5% | 865 | $55K |
| Headlands Technologies LLC | 0.01% | Reduce -21.0% | 836 | $53K |
| CIBC Private Wealth Group LLC | 0.00% | Add +2.3% | 786 | $45K |
| Nomura Asset Management Co. Ltd. | 0.00% | Add +106.3% | 660 | $42K |
| Blue Trust, Inc. | 0.00% | Add +5.8% | 605 | $38K |
| UMB Bank, n.a. | 0.00% | Add +238.9% | 549 | $35K |
| Parallel Advisors, LLC | 0.00% | Add +48.2% | 489 | $31K |
| J.Safra Asset Management Corp | 0.00% | Add +14.0% | 488 | $31K |
| Versant Capital Management, Inc | 0.01% | Add +1639.3% | 487 | $31K |
| Caitong International Asset Management Co., Ltd | 0.02% | Reduce -2.3% | 465 | $29K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -1.3% | 456 | $29K |
| Optiver Holding B.V. | 0.00% | New | 453 | $29K |
| Lindbrook Capital, LLC | 0.00% | Add +1093.8% | 382 | $24K |
| Hexagon Capital Partners LLC | 0.00% | Add +10.2% | 379 | $24K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -5.7% | 366 | $23K |
| Fifth Third Bancorp | 0.00% | Reduce -34.4% | 281 | $18K |
| Signaturefd, LLC | 0.00% | Reduce -8.2% | 236 | $15K |
| Rise Advisors, LLC | 0.01% | No change | 224 | $14K |
| Huntington National Bank | 0.00% | Reduce -2.0% | 191 | $12K |
| Smithfield Trust Co | 0.00% | No change | 185 | $12K |
| NewEdge Advisors, LLC | 0.00% | No change | 145 | $9K |
| Bessemer Group Inc. | 0.00% | Reduce -8.3% | 144 | $9K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +526.3% | 119 | $7K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -33.5% | 113 | $7K |
| Advisors Asset Management, Inc. | 0.00% | Reduce -14.6% | 111 | $7K |
| Larson Financial Group LLC | 0.00% | Add +5050.0% | 103 | $6K |
| Covestor Ltd | 0.00% | No change | 96 | $6K |
| Quarry LP | 0.00% | Add +260.0% | 72 | $5K |
| Hemington Wealth Management | 0.00% | Reduce -6.3% | 74 | $4K |
| Private Trust Co. NA | 0.00% | Reduce -16.4% | 61 | $4K |
| Arax Advisory Partners | 0.00% | New | 49 | $3K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -42.5% | 46 | $3K |
| CENTRAL TRUST Co | 0.00% | No change | 45 | $3K |
| Farther Finance Advisors, LLC | 0.00% | Add +4.7% | 45 | $3K |
| MJT & Associates Financial Advisory Group, Inc. | 0.00% | — | 43 | $3K |
| First Horizon Advisors, Inc. | 0.00% | Add +207.1% | 43 | $3K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 38 | $2K |
| Farmers & Merchants Investments Inc. | 0.00% | Add +80.0% | 36 | $2K |
| JFS Wealth Advisors, LLC | 0.00% | Reduce -11.4% | 31 | $2K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 30 | $2K |
| True Wealth Design, LLC | 0.00% | New | 29 | $2K |
| Allworth Financial LP | 0.00% | Add +540.0% | 32 | $2K |
| TD Capital Management LLC | 0.00% | No change | 26 | $2K |
| IFP Advisors, Inc | 0.00% | Reduce -13.3% | 26 | $2K |
| Stephens Consulting, LLC | 0.00% | New | 20 | $1K |
| WPG Advisers, LLC | 0.00% | New | 20 | $1K |
| Bell Investment Advisors, Inc | 0.00% | New | 18 | $1K |
| CVA Family Office, LLC | 0.00% | New | 18 | $1K |
| Geneos Wealth Management Inc. | 0.00% | New | 18 | $1K |
| NFSG Corp | 0.00% | No change | 17 | $1K |
| Harbour Investments, Inc. | 0.00% | No change | 16 | $1K |
| Hantz Financial Services, Inc. | 0.00% | New | 8 | $1K |
| Rothschild Investment LLC | 0.00% | Reduce -40.0% | 15 | $945 |
| SVB Wealth LLC | 0.00% | New | 14 | $882 |
| Mather Group, Llc. | 0.00% | No change | 12 | $756 |
| TD Waterhouse Canada Inc. | 0.00% | No change | 12 | $752 |
| Manchester Capital Management LLC | 0.00% | New | 11 | $694 |
| Private Wealth Management Group, LLC | 0.00% | No change | 9 | $568 |
| Physician Wealth Advisors, Inc. | 0.00% | New | 9 | $568 |
| Brooklyn Investment Group | 0.00% | New | 8 | $505 |
| Bokf, NA | 0.00% | No change | 8 | $504 |
| SJS Investment Consulting Inc. | 0.00% | Reduce -41.7% | 7 | $442 |
| SouthState Bank Corp | 0.00% | New | 7 | $442 |
| Clearstead Advisors, LLC | 0.00% | New | 7 | $442 |
| Activest Wealth Management | 0.00% | New | 7 | $441 |
| WealthTrak Capital Management LLC | 0.00% | New | 5 | $316 |
| DiNuzzo Private Wealth, Inc. | 0.00% | Reduce -54.5% | 5 | $316 |
| Global Financial Private Client, LLC | 0.00% | Add +66.7% | 5 | $315 |
| Assetmark, Inc. | 0.00% | Reduce -55.6% | 4 | $252 |
| Valued Wealth Advisors LLC | 0.00% | No change | 3 | $190 |
| Bruce G. Allen Investments, LLC | 0.00% | No change | 3 | $189 |
| Parkside Financial Bank & Trust | 0.00% | No change | 2 | $127 |
| MV Capital Management, Inc. | 0.00% | New | 2 | $127 |
| HFM Investment Advisors, LLC | 0.00% | — | 1 | $64 |
| Parkworth Wealth Management, Inc. | 0.00% | Reduce -50.0% | 1 | $63 |
| Bay Harbor Wealth Management, LLC | 0.00% | New | 1 | $63 |
| SBI Securities Co., Ltd. | 0.00% | No change | 1 | $63 |
| Capital Advisors, Ltd. LLC | 0.00% | New | 4 | $0 |
| Avion Wealth | 0.00% | New | 7 | $0 |
"% of holder's portfolio" is EFOR's weight in each manager's 13F, not the share of Everforth Inc. the manager owns.