EverforthEFOR
13F holders, Q2 2025 (June 30)At the end of Q2 2025, 285 institutions reported holding Everforth Inc. (EFOR) in their 13F filings, down 18 from Q1 2025. 33 opened new positions and 52 sold out. The largest holders were BlackRock, Inc. ($287.0M), Vanguard Group Inc. ($262.7M) and FMR LLC ($175.4M). 8 famous investors held it, including Ron Baron (0.2% of Baron Capital (BAMCO)'s portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Everforth Inc.
- Filed as
- ASGN INC (Q2 2025)
- CUSIP
- 00191U102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 33 | $30.2M |
| Exits | 52 | $39.0M |
All 13F filers, Q1 2025 → Q2 2025: 4,590,313 shares bought and 4,480,406 shares sold, net +109,907 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 285 holders
| BlackRock, Inc. | 0.01% | Reduce -1.2% | 5,748,395 | $287.0M |
| Vanguard Group Inc. | 0.00% | Reduce -0.0% | 5,262,007 | $262.7M |
| FMR LLC | 0.01% | Reduce -21.8% | 3,512,282 | $175.4M |
| Dimensional Fund Advisors LP | 0.02% | Add +14.5% | 1,926,577 | $96.2M |
| State Street Corp. | 0.00% | Reduce -0.5% | 1,723,044 | $86.0M |
| Macquarie Group Ltd. | 0.09% | Reduce -31.3% | 1,504,282 | $75.1M |
| Baron Capital (BAMCO) | 0.20% | Add +2.1% | 1,446,680 | $72.2M |
| Geode Capital Management, LLC | 0.00% | Add +0.5% | 1,292,576 | $64.5M |
| Reinhart Partners, Llc. | 1.74% | Add +53.1% | 1,019,406 | $50.9M |
| Pathstone Holdings, LLC | 0.18% | Reduce -0.1% | 933,033 | $46.6M |
| Invesco Ltd. | 0.01% | Add +8.4% | 927,038 | $46.3M |
| Millennium Management | 0.04% | Add +223.9% | 822,361 | $41.1M |
| Schroder Investment Management Group | 0.03% | Add +28.3% | 808,017 | $40.3M |
| Goldman Sachs Group Inc. | 0.01% | Add +7.7% | 765,006 | $38.2M |
| Hotchkis & Wiley Capital Management LLC | 0.11% | Add +6.9% | 676,923 | $33.8M |
| Jennison Associates LLC | 0.02% | Add +13.5% | 665,882 | $33.2M |
| Northern Trust Corp. | 0.00% | Reduce -3.0% | 602,134 | $30.1M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +3.5% | 562,945 | $28.1M |
| Norges Bank | 0.00% | No change | 523,679 | $26.1M |
| T. Rowe Price Investment Management, Inc. | 0.02% | Add +3.9% | 518,336 | $25.9M |
| Morgan Stanley | 0.00% | Reduce -5.5% | 471,663 | $23.6M |
| Ameriprise Financial Inc. | 0.01% | Add +398.2% | 424,239 | $21.2M |
| JPMorgan Chase & Co. | 0.00% | Add +5.9% | 420,461 | $21.0M |
| Aristotle Capital Boston, LLC | 1.00% | Reduce -2.4% | 393,938 | $19.7M |
| Bank of America Corp. | 0.00% | Add +4.1% | 383,719 | $19.2M |
| Jane Street Group, LLC | 0.03% | Add +164.2% | 367,171 | $18.3M |
| Pacer Advisors, Inc. | 0.04% | Reduce -15.9% | 333,262 | $16.6M |
| FIL Ltd | 0.01% | Add +57.9% | 324,441 | $16.2M |
| Victory Capital Management Inc. | 0.01% | Reduce -65.2% | 320,642 | $16.0M |
| AQR Capital Management | 0.01% | Add +41.0% | 318,322 | $15.9M |
| New South Capital Management Inc. | 0.76% | Add +14.1% | 312,420 | $15.6M |
| Bank of New York Mellon Corp | 0.00% | Reduce -16.7% | 304,459 | $15.2M |
| Voloridge Investment Management, LLC | 0.05% | Reduce -29.4% | 289,436 | $14.5M |
| Systematic Financial Management LP | 0.36% | Add +4.4% | 271,446 | $13.6M |
| Balyasny Asset Management L.P. | 0.03% | Add +1173.5% | 271,105 | $13.5M |
| Glenmede Investment Management, LP | 0.06% | — | 226,888 | $11.3M |
| TimesSquare Capital Management, LLC | 0.15% | Add +2.1% | 207,482 | $10.4M |
| Qube Research & Technologies Ltd | 0.01% | Add +94.8% | 196,371 | $9.8M |
| M&G PLC | 0.05% | New | 188,795 | $9.4M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +33.9% | 179,168 | $8.9M |
| D. E. Shaw & Co. | 0.01% | Add +232.0% | 175,607 | $8.8M |
| Laurus Global Equity Management Inc. | 5.72% | Add +10.4% | 175,511 | $8.8M |
| Renaissance Technologies | 0.01% | Add +42.2% | 172,194 | $8.6M |
| Rhumbline Advisers | 0.01% | Add +1.2% | 164,988 | $8.2M |
| Citadel Advisors | 0.01% | Reduce -40.8% | 159,405 | $8.0M |
| Royal Bank of Canada | 0.00% | Add +623.1% | 154,999 | $7.7M |
| Sei Investments Co. | 0.01% | Reduce -14.1% | 150,619 | $7.5M |
| Harbor Capital Advisors, Inc. | 0.31% | Add +27.0% | 148,782 | $7.4M |
| Allianz Asset Management GmbH | 0.01% | Add +75.4% | 147,911 | $7.4M |
| Susquehanna International Group, LLP | 0.01% | Add +163.3% | 134,309 | $6.7M |
| Principal Financial Group Inc. | 0.00% | Add +7.9% | 131,497 | $6.6M |
| Federated Hermes, Inc. | 0.01% | Add +2727.5% | 118,613 | $5.9M |
| Littlejohn & Co. LLC | 2.73% | Add +215.8% | 114,959 | $5.7M |
| Clearbridge Investments, LLC | 0.00% | Add +1.3% | 114,543 | $5.7M |
| Barclays PLC | 0.00% | Add +46.6% | 107,326 | $5.4M |
| Leith Wheeler Investment Counsel Ltd. | 0.36% | Reduce -2.6% | 101,008 | $5.0M |
| Nuveen, LLC | 0.00% | Reduce -16.9% | 100,894 | $5.0M |
| Alliancebernstein L.P. | 0.00% | Reduce -4.3% | 89,029 | $4.4M |
| Edgestream Partners, L.P. | 0.12% | New | 88,229 | $4.4M |
| Swiss National Bank | 0.00% | Reduce -2.1% | 83,900 | $4.2M |
| Prudential Financial Inc. | 0.01% | Reduce -40.2% | 82,587 | $4.1M |
| Holocene Advisors, LP | 0.01% | Add +9.3% | 77,148 | $3.9M |
| California Public Employees Retirement System | 0.00% | Reduce -0.9% | 75,715 | $3.8M |
| UBS Group AG | 0.00% | Reduce -49.4% | 74,178 | $3.7M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -80.6% | 74,115 | $3.7M |
| Voya Investment Management LLC | 0.00% | Reduce -6.5% | 73,990 | $3.7M |
| Legal & General Group Plc | 0.00% | Reduce -19.8% | 73,860 | $3.7M |
| First Trust Advisors LP | 0.00% | Add +73.1% | 73,500 | $3.7M |
| Marshall Wace, LLP | 0.00% | Add +308.6% | 57,352 | $2.9M |
| Agf Management Ltd. | 0.01% | New | 55,260 | $2.8M |
| Retirement Systems of Alabama | 0.01% | Reduce -0.5% | 53,534 | $2.7M |
| ExodusPoint Capital Management, LP | 0.03% | Add +86.0% | 52,368 | $2.6M |
| New York State Teachers Retirement System | 0.01% | Reduce -0.3% | 51,766 | $2.6M |
| MetLife Investment Management, LLC | 0.01% | Reduce -1.9% | 48,340 | $2.4M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -5.2% | 47,007 | $2.3M |
| Walleye Capital LLC | 0.02% | New | 43,615 | $2.2M |
| Deutsche Bank AG | 0.00% | Reduce -13.7% | 43,106 | $2.2M |
| California State Teachers Retirement System | 0.00% | Add +0.4% | 41,292 | $2.1M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +38.5% | 39,999 | $2.0M |
| Numerai GP LLC | 0.28% | Add +443.5% | 39,133 | $2.0M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Add +23.1% | 37,859 | $1.9M |
| Quantbot Technologies LP | 0.05% | Reduce -45.1% | 37,766 | $1.9M |
| Verition Fund Management LLC | 0.01% | Reduce -32.2% | 37,620 | $1.9M |
| Lazard Asset Management LLC | 0.00% | Add +84.2% | 37,624 | $1.9M |
| Cresset Asset Management, LLC | 0.01% | Reduce -2.1% | 36,602 | $1.8M |
| CANADA LIFE ASSURANCE Co | 0.00% | Reduce -3.3% | 36,485 | $1.8M |
| Twinbeech Capital LP | 0.04% | New | 36,256 | $1.8M |
| American Century Companies Inc. | 0.00% | New | 35,717 | $1.8M |
| Kennedy Capital Management LLC | 0.04% | Add +1.7% | 35,243 | $1.8M |
| State of New Jersey Common Pension Fund D | 0.01% | Add +23.3% | 34,743 | $1.7M |
| Wells Fargo & Company | 0.00% | Add +38.6% | 32,606 | $1.6M |
| Assenagon Asset Management S.A. | 0.00% | No change | 32,125 | $1.6M |
| BNP Paribas Financial Markets | 0.00% | Add +115.0% | 32,084 | $1.6M |
| Janney Montgomery Scott LLC | 0.00% | Add +37.0% | 29,376 | $1.5M |
| Envestnet Asset Management Inc. | 0.00% | Add +41.0% | 29,318 | $1.5M |
| HRT Financial LP | 0.01% | New | 26,536 | $1.3M |
| Engineers Gate Manager LP | 0.02% | Reduce -34.6% | 25,649 | $1.3M |
| State of Wisconsin Investment Board | 0.00% | Add +145.9% | 25,374 | $1.3M |
| Campbell & CO Investment Adviser LLC | 0.08% | Reduce -50.9% | 24,738 | $1.2M |
| Rockefeller Capital Management L.P. | 0.00% | Add +6.2% | 24,641 | $1.2M |
| HSBC Holdings PLC | 0.00% | Add +104.0% | 24,553 | $1.2M |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -8.7% | 23,466 | $1.2M |
| Magnetar Financial LLC | 0.01% | Reduce -63.9% | 23,368 | $1.2M |
| Citigroup Inc. | 0.00% | Reduce -43.8% | 23,308 | $1.2M |
| Mutual of America Capital Management LLC | 0.01% | Reduce -4.2% | 21,783 | $1.1M |
| Intech Investment Management LLC | 0.01% | No change | 21,497 | $1.1M |
| Sit Investment Associates Inc. | 0.02% | Reduce -39.2% | 20,940 | $1.0M |
| Chatham Capital Group, Inc. | 0.16% | Reduce -49.0% | 20,889 | $1.0M |
| EULAV Asset Management | 0.02% | No change | 20,100 | $1.0M |
| Occudo Quantitative Strategies LP | 0.11% | Add +234.2% | 19,874 | $992K |
| Janus Henderson Group PLC | 0.00% | No change | 19,708 | $985K |
| Bridgewater Associates | 0.00% | Reduce -52.7% | 19,316 | $964K |
| Amalgamated Bank | 0.01% | Reduce -2.3% | 19,221 | $960K |
| Cambiar Investors LLC | 0.04% | Reduce -0.0% | 17,791 | $888K |
| State of Tennessee, Department of Treasury | 0.00% | No change | 17,506 | $874K |
| Aquatic Capital Management LLC | 0.02% | Reduce -33.8% | 17,159 | $857K |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 16,680 | $833K |
| Teacher Retirement System of Texas | 0.00% | Reduce -5.9% | 16,432 | $820K |
| Brevan Howard Capital Management LP | 0.01% | New | 16,146 | $806K |
| Entropy Technologies, LP | 0.06% | Add +117.8% | 16,070 | $802K |
| Yousif Capital Management, LLC | 0.01% | Reduce -1.2% | 15,905 | $794K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -3.7% | 15,486 | $773K |
| Jain Global LLC | 0.01% | Add +56.6% | 14,325 | $715K |
| New York State Common Retirement Fund | 0.00% | Reduce -5.0% | 14,049 | $701K |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -8.1% | 13,605 | $679K |
| Quadrature Capital Ltd | 0.01% | Add +107.1% | 13,078 | $653K |
| Orion Porfolio Solutions, LLC | 0.01% | Add +11.8% | 13,075 | $653K |
| Bank of Montreal | 0.00% | Reduce -10.8% | 13,029 | $651K |
| Freestone Grove Partners LP | 0.00% | New | 12,951 | $647K |
| Ameritas Investment Partners, Inc. | 0.02% | Reduce -2.6% | 12,915 | $645K |
| Arizona State Retirement System | 0.00% | Add +1.1% | 12,816 | $640K |
| Comerica Bank | 0.00% | Reduce -3.5% | 12,755 | $637K |
| Quantinno Capital Management LP | 0.00% | Reduce -0.6% | 12,471 | $623K |
| Louisiana State Employees Retirement System | 0.01% | Reduce -0.8% | 12,300 | $614K |
| Dynamic Technology Lab Private Ltd | 0.08% | Reduce -68.0% | 11,922 | $595K |
| Axq Capital, LP | 0.19% | Add +132.5% | 11,820 | $590K |
| Henshaw Capital LLC | 0.02% | Add +33.0% | 11,557 | $577K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | Add +6.5% | 11,254 | $562K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 10,872 | $543K |
| Squarepoint Ops LLC | 0.00% | New | 10,802 | $539K |
| CenterBook Partners LP | 0.03% | New | 10,768 | $538K |
| ProShare Advisors LLC | 0.00% | Reduce -4.6% | 10,721 | $535K |
| Handelsbanken Fonder AB | 0.00% | Reduce -8.5% | 10,723 | $535K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 10,654 | $532K |
| State of Michigan Retirement System | 0.00% | Reduce -0.9% | 10,521 | $525K |
| iSAM Funds (UK) Ltd | 0.12% | New | 10,518 | $525K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -0.5% | 10,402 | $519K |
| New Mexico Educational Retirement Board | 0.02% | No change | 10,200 | $509K |
| Aigen Investment Management, LP | 0.07% | Reduce -24.8% | 10,003 | $499K |
| Northwestern Mutual Investment Management Company, LLC | 0.01% | Reduce -0.5% | 9,780 | $488K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | Add +5.7% | 9,749 | $487K |
| KLP Kapitalforvaltning As | 0.00% | Add +14.3% | 9,600 | $479K |
| Creative Planning | 0.00% | Reduce -44.5% | 9,443 | $471K |
| Azzad Asset Management Inc. | 0.05% | Reduce -58.3% | 9,136 | $456K |
| Oregon Public Employees Retirement Fund | 0.01% | No change | 8,975 | $448K |
| Vise Technologies, Inc. | 0.02% | — | 8,950 | $447K |
| Schonfeld Strategic Advisors LLC | 0.00% | Reduce -82.8% | 8,581 | $428K |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | Add +61.8% | 8,123 | $406K |
| FORA Capital, LLC | 0.04% | New | 8,082 | $404K |
| NorthCrest Asset Manangement, LLC | 0.01% | Reduce -34.6% | 7,462 | $394K |
| Lido Advisors, LLC | 0.00% | Add +0.5% | 7,871 | $393K |
| Mitsubishi UFJ Trust & Banking Corp | 0.00% | Add +69.3% | 7,526 | $376K |
| Tidal Investments LLC | 0.00% | Reduce -26.9% | 7,405 | $370K |
| Bank of Nova Scotia | 0.00% | New | 7,037 | $351K |
| LPL Financial LLC | 0.00% | Reduce -69.6% | 7,011 | $350K |
| Pictet Asset Management Holding SA | 0.00% | Reduce -1.1% | 6,965 | $348K |
| one8zero8, LLC | 0.08% | Reduce -66.6% | 6,852 | $342K |
| &partners | 0.00% | New | 6,817 | $340K |
| Choreo, LLC | 0.00% | Add +39.8% | 6,777 | $338K |
| Gsa Capital Partners LLP | 0.02% | New | 6,721 | $336K |
| Virtu Financial LLC | 0.02% | New | 6,667 | $333K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +15.1% | 6,557 | $327K |
| Keybank National Association | 0.00% | Reduce -27.7% | 6,469 | $323K |
| Xponance LLC | 0.00% | Reduce -2.6% | 6,274 | $313K |
| Farringdon Capital, Ltd. | 0.10% | New | 5,751 | $287K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -8.1% | 5,511 | $275K |
| Skandinaviska Enskilda Banken AB (publ) | 0.00% | Add +10.2% | 5,400 | $270K |
| Malaga Cove Capital, LLC | 0.10% | Reduce -5.7% | 5,345 | $267K |
| Cibc World Markets Corp. | 0.00% | Reduce -44.9% | 5,276 | $263K |
| Higgins & Schmidt Wealth Strategies LLC | 0.15% | No change | 5,270 | $263K |
| Empowered Funds, LLC | 0.00% | New | 5,040 | $252K |
| SG Americas Securities, LLC | 0.00% | Reduce -21.1% | 4,958 | $248K |
| Oppenheimer Asset Management Inc. | 0.00% | New | 4,948 | $247K |
| State of Alaska, Department of Revenue | 0.00% | Reduce -3.3% | 4,925 | $245K |
| US Bancorp \de | 0.00% | Add +2.5% | 4,826 | $241K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 4,788 | $239K |
| Radnor Capital Management, LLC | 0.04% | No change | 4,500 | $225K |
| Linden Thomas Advisory Services, LLC | 0.02% | New | 4,469 | $223K |
| Ieq Capital, LLC | 0.00% | New | 4,336 | $216K |
| Gotham Asset Management | 0.00% | Reduce -70.9% | 4,276 | $214K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | Reduce -39.0% | 4,136 | $207K |
| Integrated Quantitative Investments LLC | 0.06% | Reduce -0.3% | 4,100 | $205K |
| Caxton Associates LLP | 0.01% | New | 4,053 | $202K |
| Brucke Financial, Inc. | 0.14% | Reduce -2.4% | 4,041 | $202K |
| Raymond James Financial Inc. | 0.00% | Reduce -35.7% | 3,971 | $198K |
| Vestcor Inc | 0.01% | No change | 3,606 | $180K |
| Cwm, LLC | 0.00% | Add +177.0% | 3,271 | $163K |
| Securian Asset Management, Inc. | 0.00% | Reduce -3.0% | 3,241 | $162K |
| Essex Investment Management Co. LLC | 0.03% | No change | 2,900 | $145K |
| Shell Asset Management Co. | 0.00% | Reduce -17.9% | 2,660 | $133K |
| Canada Pension Plan Investment Board | 0.00% | New | 2,500 | $125K |
| Hudson Edge Investment Partners Inc. | 0.02% | Reduce -64.5% | 2,483 | $124K |
| Sterling Capital Management LLC | 0.00% | Reduce -87.2% | 2,328 | $116K |
| Peregrine Capital Management LLC | 0.00% | Reduce -98.3% | 2,293 | $114K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 1,822 | $91K |
| Aster Capital Management (DIFC) Ltd | 0.02% | Reduce -62.1% | 1,795 | $90K |
| KBC Group NV | 0.00% | Reduce -28.2% | 1,542 | $77K |
| Osaic Holdings, Inc. | 0.00% | Reduce -17.9% | 1,251 | $62K |
| Blue Trust, Inc. | 0.00% | Add +87.6% | 1,135 | $57K |
| HM Payson & Co. | 0.00% | No change | 935 | $47K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -2.3% | 768 | $38K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 660 | $33K |
| UMB Bank, n.a. | 0.00% | Add +14.8% | 630 | $31K |
| MAI Capital Management | 0.00% | New | 584 | $29K |
| Brooklyn Investment Group | 0.00% | Add +7100.0% | 576 | $29K |
| Danske Bank A/S | 0.00% | Reduce -91.6% | 521 | $26K |
| Allworth Financial LP | 0.00% | Add +1353.1% | 465 | $23K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | New | 455 | $23K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -5.7% | 430 | $21K |
| GAMMA Investing LLC | 0.00% | Reduce -59.2% | 426 | $21K |
| Caitong International Asset Management Co., Ltd | 0.01% | Reduce -22.1% | 362 | $18K |
| J.Safra Asset Management Corp | 0.00% | Reduce -27.3% | 355 | $18K |
| Parallel Advisors, LLC | 0.00% | Reduce -33.3% | 326 | $16K |
| Fifth Third Bancorp | 0.00% | Add +6.8% | 300 | $15K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -19.9% | 293 | $15K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +537.0% | 293 | $15K |
| Barrow Hanley Mewhinney & Strauss LLC | 0.00% | New | 287 | $14K |
| Strategic Wealth Partners, Ltd. | 0.00% | — | 285 | $14K |
| Advisors Asset Management, Inc. | 0.00% | Add +155.9% | 284 | $14K |
| Jones Financial Companies LLLP | 0.00% | Reduce -67.4% | 282 | $14K |
| Rise Advisors, LLC | 0.00% | No change | 224 | $11K |
| Optiver Holding B.V. | 0.00% | Reduce -50.8% | 223 | $11K |
| CI Investments Inc. | 0.00% | Reduce -99.0% | 221 | $11K |
| LRI Investments, LLC | 0.00% | Reduce -79.3% | 202 | $10K |
| Smithfield Trust Co | 0.00% | No change | 185 | $9K |
| Ameritas Advisory Services, LLC | 0.00% | New | 173 | $9K |
| Bessemer Group Inc. | 0.00% | Add +15.3% | 166 | $8K |
| Essential Partners LLC | 0.00% | — | 158 | $8K |
| NewEdge Advisors, LLC | 0.00% | No change | 145 | $7K |
| State of Wyoming | 0.00% | Reduce -96.9% | 113 | $6K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 113 | $6K |
| Huntington National Bank | 0.00% | Reduce -46.1% | 103 | $5K |
| Covestor Ltd | 0.00% | No change | 96 | $5K |
| Hantz Financial Services, Inc. | 0.00% | Add +1087.5% | 95 | $5K |
| GHP Investment Advisors, Inc. | 0.00% | Reduce -94.4% | 89 | $4K |
| Parkside Financial Bank & Trust | 0.00% | Add +4200.0% | 86 | $4K |
| Clearstead Advisors, LLC | 0.00% | Add +1128.6% | 86 | $4K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -31.1% | 82 | $4K |
| Simplex Trading, LLC | 0.00% | New | 82 | $4K |
| Private Trust Co. NA | 0.00% | Add +29.5% | 79 | $4K |
| Rothschild Investment LLC | 0.00% | Add +366.7% | 70 | $3K |
| IFP Advisors, Inc | 0.00% | Add +53.9% | 40 | $3K |
| First Horizon Advisors, Inc. | 0.00% | Add +27.9% | 55 | $3K |
| Versant Capital Management, Inc | 0.00% | Reduce -89.3% | 52 | $3K |
| Kilter Group LLC | 0.00% | New | 50 | $2K |
| CENTRAL TRUST Co | 0.00% | No change | 45 | $2K |
| MJT & Associates Financial Advisory Group, Inc. | 0.00% | No change | 43 | $2K |
| Global Retirement Partners, LLC | 0.00% | — | 41 | $2K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 38 | $2K |
| Private Wealth Management Group, LLC | 0.00% | Add +300.0% | 36 | $2K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 36 | $2K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -20.0% | 36 | $2K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 30 | $1K |
| Signaturefd, LLC | 0.00% | Reduce -87.7% | 29 | $1K |
| Manchester Capital Management LLC | 0.00% | Add +154.6% | 28 | $1K |
| Geneos Wealth Management Inc. | 0.00% | Add +27.8% | 23 | $1K |
| NFSG Corp | 0.00% | No change | 17 | $849 |
| Harbour Investments, Inc. | 0.00% | No change | 16 | $799 |
| TD Waterhouse Canada Inc. | 0.00% | No change | 12 | $624 |
| WPG Advisers, LLC | 0.00% | Reduce -40.0% | 12 | $599 |
| Fortitude Family Office, LLC | 0.00% | New | 10 | $499 |
| CVA Family Office, LLC | 0.00% | Reduce -50.0% | 9 | $449 |
| Assetmark, Inc. | 0.00% | Add +50.0% | 6 | $300 |
| WealthTrak Capital Management LLC | 0.00% | No change | 5 | $250 |
| Principal Securities, Inc. | 0.00% | New | 4 | $200 |
| Bruce G. Allen Investments, LLC | 0.00% | No change | 3 | $150 |
| LGT Financial Advisors LLC | 0.00% | New | 2 | $100 |
| MV Capital Management, Inc. | 0.00% | Reduce -50.0% | 1 | $50 |
| SBI Securities Co., Ltd. | 0.00% | No change | 1 | $50 |
| AlphaQuest LLC | 0.00% | Reduce -100.0% | 1 | $50 |
| DiNuzzo Private Wealth, Inc. | 0.00% | Reduce -80.0% | 1 | $50 |
| Parkworth Wealth Management, Inc. | 0.00% | No change | 1 | $50 |
| HFM Investment Advisors, LLC | 0.00% | No change | 1 | $50 |
| Bay Harbor Wealth Management, LLC | 0.00% | No change | 1 | $49 |
| Hemington Wealth Management | 0.00% | Reduce -77.0% | 17 | $0 |
"% of holder's portfolio" is EFOR's weight in each manager's 13F, not the share of Everforth Inc. the manager owns.