EverforthEFOR
13F holders, Q3 2025 (September 30)At the end of Q3 2025, 296 institutions reported holding Everforth Inc. (EFOR) in their 13F filings, up 11 from Q2 2025. 47 opened new positions and 35 sold out. The largest holders were BlackRock, Inc. ($275.0M), Vanguard Group Inc. ($249.3M) and Dimensional Fund Advisors LP ($89.9M). 9 famous investors held it, including Ron Baron (0.2% of Baron Capital (BAMCO)'s portfolio), Paul Tudor Jones (0.1% of Tudor Investment Corporation's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- Everforth Inc.
- Filed as
- ASGN INC (Q3 2025)
- CUSIP
- 00191U102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 47 | $72.5M |
| Exits | 35 | $38.3M |
All 13F filers, Q2 2025 → Q3 2025: 4,964,093 shares bought and 5,405,942 shares sold, net −441,849 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 296 holders
| BlackRock, Inc. | 0.00% | Add +1.0% | 5,808,385 | $275.0M |
| Vanguard Group Inc. | 0.00% | Add +0.1% | 5,264,429 | $249.3M |
| Dimensional Fund Advisors LP | 0.02% | Reduce -1.4% | 1,898,990 | $89.9M |
| FMR LLC | 0.00% | Reduce -49.0% | 1,791,471 | $84.8M |
| State Street Corp. | 0.00% | Reduce -2.2% | 1,685,200 | $79.8M |
| Macquarie Group Ltd. | 0.08% | Reduce -8.0% | 1,383,480 | $65.5M |
| Geode Capital Management, LLC | 0.00% | Add +3.5% | 1,338,453 | $63.4M |
| Baron Capital (BAMCO) | 0.17% | Reduce -8.6% | 1,321,680 | $62.6M |
| Reinhart Partners, Llc. | 1.65% | Add +5.2% | 1,072,427 | $50.8M |
| Invesco Ltd. | 0.01% | Add +3.1% | 955,618 | $45.2M |
| Pathstone Holdings, LLC | 0.17% | Reduce -0.1% | 932,283 | $44.1M |
| Schroder Investment Management Group | 0.03% | Reduce -10.4% | 723,851 | $34.3M |
| Hotchkis & Wiley Capital Management LLC | 0.10% | Add +5.6% | 714,863 | $33.8M |
| AQR Capital Management | 0.02% | Add +109.9% | 668,059 | $31.6M |
| Jane Street Group, LLC | 0.04% | Add +72.5% | 633,232 | $30.0M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -18.2% | 626,100 | $29.6M |
| Northern Trust Corp. | 0.00% | Add +0.1% | 602,721 | $28.5M |
| Jennison Associates LLC | 0.02% | Reduce -10.9% | 593,047 | $28.1M |
| Morgan Stanley | 0.00% | Add +20.4% | 567,866 | $26.9M |
| D. E. Shaw & Co. | 0.02% | Add +194.9% | 517,859 | $24.5M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -16.1% | 472,121 | $22.4M |
| New South Capital Management Inc. | 0.98% | Add +46.0% | 456,116 | $21.6M |
| Systematic Financial Management LP | 0.51% | Add +64.3% | 446,021 | $21.1M |
| Ameriprise Financial Inc. | 0.00% | Reduce -1.4% | 418,463 | $19.8M |
| Bank of America Corp. | 0.00% | Add +1.5% | 389,502 | $18.4M |
| Millennium Management | 0.02% | Reduce -52.6% | 389,360 | $18.4M |
| Aristotle Capital Boston, LLC | 0.95% | Reduce -1.4% | 388,211 | $18.4M |
| FIL Ltd | 0.01% | Add +4.3% | 338,441 | $16.0M |
| Incline Global Management LLC | 4.62% | New | 328,792 | $15.6M |
| Pacer Advisors, Inc. | 0.04% | Reduce -8.1% | 306,270 | $14.5M |
| JPMorgan Chase & Co. | 0.00% | Reduce -27.6% | 304,612 | $14.4M |
| SG Capital Management LLC | 1.42% | New | 298,715 | $14.1M |
| Bank of New York Mellon Corp | 0.00% | Reduce -3.3% | 294,520 | $13.9M |
| Voloridge Investment Management, LLC | 0.04% | Reduce -4.5% | 276,261 | $13.1M |
| Qube Research & Technologies Ltd | 0.02% | Add +40.6% | 276,042 | $13.1M |
| Prudential Financial Inc. | 0.01% | Add +208.1% | 254,462 | $12.0M |
| Allianz Asset Management GmbH | 0.01% | Add +67.7% | 248,006 | $11.7M |
| Glenmede Investment Management, LP | 0.06% | Add +9.3% | 247,936 | $11.7M |
| Balyasny Asset Management L.P. | 0.02% | Reduce -8.8% | 247,159 | $11.7M |
| Deutsche Bank AG | 0.00% | Add +444.8% | 234,858 | $11.1M |
| Citigroup Inc. | 0.01% | Add +907.5% | 234,831 | $11.1M |
| Renaissance Technologies | 0.01% | Add +23.4% | 212,494 | $10.1M |
| Laurus Global Equity Management Inc. | 6.43% | Add +13.2% | 198,681 | $9.4M |
| TimesSquare Capital Management, LLC | 0.13% | Reduce -5.5% | 196,042 | $9.3M |
| Trexquant Investment LP | 0.09% | New | 187,334 | $8.9M |
| Barclays PLC | 0.00% | Add +71.1% | 183,613 | $8.7M |
| Tudor Investment Corporation | 0.05% | New | 169,592 | $8.0M |
| UBS Group AG | 0.00% | Add +124.9% | 166,843 | $7.9M |
| Rhumbline Advisers | 0.01% | Reduce -1.5% | 162,499 | $7.7M |
| Royal Bank of Canada | 0.00% | Reduce -1.9% | 152,125 | $7.2M |
| Sei Investments Co. | 0.01% | Reduce -5.7% | 142,044 | $6.7M |
| Principal Financial Group Inc. | 0.00% | Add +7.9% | 141,876 | $6.7M |
| Squarepoint Ops LLC | 0.01% | Add +1014.0% | 120,332 | $5.7M |
| First Trust Advisors LP | 0.00% | Add +52.8% | 112,290 | $5.3M |
| Bridgewater Associates | 0.02% | Add +469.5% | 110,003 | $5.2M |
| Nuveen, LLC | 0.00% | No change | 100,894 | $4.8M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -45.7% | 97,303 | $4.6M |
| HRT Financial LP | 0.02% | Add +246.2% | 91,865 | $4.3M |
| Hillsdale Investment Management Inc. | 0.13% | New | 90,600 | $4.3M |
| Alliancebernstein L.P. | 0.00% | Reduce -1.8% | 87,452 | $4.1M |
| T. Rowe Price Associates Inc. | 0.00% | Add +16.2% | 86,095 | $4.1M |
| Congress Asset Management Co. | 0.03% | New | 85,853 | $4.1M |
| Swiss National Bank | 0.00% | Add +1.2% | 84,900 | $4.0M |
| Citadel Advisors | 0.00% | Reduce -48.9% | 81,435 | $3.9M |
| Voya Investment Management LLC | 0.00% | Add +4.7% | 77,500 | $3.7M |
| SG Americas Securities, LLC | 0.01% | Add +1376.9% | 73,224 | $3.5M |
| Legal & General Group Plc | 0.00% | Reduce -2.1% | 72,295 | $3.4M |
| Susquehanna International Group, LLP | 0.00% | Reduce -53.0% | 63,093 | $3.0M |
| Agf Management Ltd. | 0.01% | Add +13.1% | 62,469 | $3.0M |
| Federated Hermes, Inc. | 0.01% | Reduce -49.3% | 60,199 | $2.9M |
| Two Sigma Investments, LP | 0.00% | New | 58,773 | $2.8M |
| Engineers Gate Manager LP | 0.03% | Add +118.8% | 56,130 | $2.7M |
| Lazard Asset Management LLC | 0.00% | Add +46.1% | 54,987 | $2.6M |
| Retirement Systems of Alabama | 0.01% | Reduce -1.1% | 52,957 | $2.5M |
| CenterBook Partners LP | 0.12% | Add +387.4% | 52,482 | $2.5M |
| New York State Teachers Retirement System | 0.00% | Reduce -0.6% | 51,445 | $2.4M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Add +25.2% | 47,400 | $2.2M |
| MetLife Investment Management, LLC | 0.01% | Reduce -2.2% | 47,266 | $2.2M |
| American Century Companies Inc. | 0.00% | Add +32.0% | 47,157 | $2.2M |
| Holocene Advisors, LP | 0.01% | Reduce -39.2% | 46,873 | $2.2M |
| Leith Wheeler Investment Counsel Ltd. | 0.15% | Reduce -54.9% | 45,520 | $2.2M |
| Schonfeld Strategic Advisors LLC | 0.01% | Add +427.7% | 45,284 | $2.1M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -6.1% | 44,123 | $2.1M |
| Verition Fund Management LLC | 0.01% | Add +16.9% | 43,967 | $2.1M |
| Walleye Capital LLC | 0.02% | Reduce -0.2% | 43,522 | $2.1M |
| Clark Estates Inc. | 0.47% | New | 43,000 | $2.0M |
| California State Teachers Retirement System | 0.00% | Add +0.0% | 41,294 | $2.0M |
| Harbor Capital Advisors, Inc. | 0.15% | Reduce -72.6% | 40,822 | $1.9M |
| Ossiam | 0.02% | New | 39,800 | $1.9M |
| O'shaughnessy Asset Management, LLC | 0.01% | Reduce -1.2% | 39,528 | $1.9M |
| Victory Capital Management Inc. | 0.00% | Reduce -87.8% | 39,272 | $1.9M |
| Gotham Asset Management | 0.01% | Add +760.0% | 36,775 | $1.7M |
| Cresset Asset Management, LLC | 0.01% | No change | 36,602 | $1.7M |
| Wells Fargo & Company | 0.00% | Add +12.1% | 36,559 | $1.7M |
| CANADA LIFE ASSURANCE Co | 0.00% | No change | 36,485 | $1.7M |
| Twinbeech Capital LP | 0.07% | Reduce -1.9% | 35,575 | $1.7M |
| Janney Montgomery Scott LLC | 0.00% | Add +16.0% | 34,080 | $1.6M |
| BNP Paribas Financial Markets | 0.00% | Add +5.4% | 33,819 | $1.6M |
| Assenagon Asset Management S.A. | 0.00% | No change | 32,125 | $1.5M |
| Aquatic Capital Management LLC | 0.03% | Add +83.0% | 31,401 | $1.5M |
| Ieq Capital, LLC | 0.00% | Add +617.0% | 31,090 | $1.5M |
| 2Xideas AG | 0.31% | New | 30,775 | $1.5M |
| Russell Investments Group, Ltd. | 0.00% | Add +96.9% | 30,497 | $1.4M |
| Boston Partners | 0.00% | New | 30,489 | $1.4M |
| ExodusPoint Capital Management, LP | 0.02% | Reduce -42.8% | 29,932 | $1.4M |
| Quadrature Capital Ltd | 0.02% | Add +116.7% | 28,333 | $1.3M |
| Dynamic Technology Lab Private Ltd | 0.22% | Add +129.5% | 27,361 | $1.3M |
| Edgestream Partners, L.P. | 0.04% | Reduce -70.0% | 26,432 | $1.3M |
| Fox Run Management, L.L.C. | 0.19% | New | 26,260 | $1.2M |
| Creative Planning | 0.00% | Add +155.6% | 24,137 | $1.1M |
| Public Employees Retirement System of Ohio | 0.00% | New | 22,910 | $1.1M |
| Quantinno Capital Management LP | 0.00% | Add +80.0% | 22,446 | $1.1M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -25.4% | 21,869 | $1.0M |
| Sit Investment Associates Inc. | 0.02% | No change | 20,940 | $992K |
| Chatham Capital Group, Inc. | 0.14% | Reduce -1.5% | 20,584 | $975K |
| Mutual of America Capital Management LLC | 0.01% | Reduce -7.1% | 20,228 | $958K |
| Brevan Howard Capital Management LP | 0.01% | Add +24.9% | 20,162 | $955K |
| Tower Research Capital LLC (TRC) | 0.03% | Add +205.2% | 20,013 | $948K |
| Gsa Capital Partners LLP | 0.08% | Add +196.9% | 19,956 | $945K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -15.2% | 19,891 | $942K |
| Janus Henderson Group PLC | 0.00% | No change | 19,708 | $933K |
| Amalgamated Bank | 0.01% | Add +0.3% | 19,278 | $913K |
| Mitsubishi UFJ Trust & Banking Corp | 0.00% | Add +148.1% | 18,675 | $884K |
| Quantbot Technologies LP | 0.02% | Reduce -53.5% | 17,581 | $832K |
| Marshall Wace, LLP | 0.00% | Reduce -70.2% | 17,112 | $810K |
| SummerHaven Investment Management, LLC | 0.46% | New | 16,838 | $797K |
| HSBC Holdings PLC | 0.00% | Reduce -31.1% | 16,912 | $797K |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 16,680 | $789K |
| Intech Investment Management LLC | 0.01% | Reduce -23.4% | 16,475 | $780K |
| Teacher Retirement System of Texas | 0.00% | Reduce -0.5% | 16,349 | $774K |
| Campbell & CO Investment Adviser LLC | 0.06% | Reduce -35.7% | 15,911 | $753K |
| Orion Porfolio Solutions, LLC | 0.01% | Add +19.7% | 15,648 | $741K |
| Vident Advisory, LLC | 0.01% | New | 15,187 | $719K |
| Yousif Capital Management, LLC | 0.01% | Reduce -4.8% | 15,140 | $717K |
| New York State Common Retirement Fund | 0.00% | No change | 14,049 | $665K |
| State of Wisconsin Investment Board | 0.00% | Reduce -45.0% | 13,945 | $660K |
| Magnetar Financial LLC | 0.00% | Reduce -41.1% | 13,770 | $652K |
| Bank of Montreal | 0.00% | Add +0.6% | 13,104 | $620K |
| Arizona State Retirement System | 0.00% | Add +1.1% | 12,960 | $614K |
| State of Tennessee, Department of Treasury | 0.00% | Reduce -27.8% | 12,644 | $599K |
| NorthCrest Asset Manangement, LLC | 0.01% | Add +62.2% | 12,103 | $578K |
| Louisiana State Employees Retirement System | 0.01% | Reduce -0.8% | 12,200 | $578K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | Add +21.5% | 11,849 | $561K |
| Ameritas Investment Partners, Inc. | 0.02% | Reduce -8.7% | 11,787 | $558K |
| Comerica Bank | 0.00% | Reduce -8.8% | 11,631 | $551K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | Reduce -0.1% | 11,241 | $532K |
| Horizon Investments, LLC | 0.01% | New | 10,880 | $515K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 10,872 | $515K |
| TradeLink Capital LLC | 3.95% | New | 5,472 | $508K |
| Handelsbanken Fonder AB | 0.00% | No change | 10,723 | $508K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 10,654 | $504K |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -23.1% | 10,455 | $495K |
| State of Michigan Retirement System | 0.00% | Reduce -0.9% | 10,421 | $493K |
| New Mexico Educational Retirement Board | 0.01% | No change | 10,200 | $483K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -2.4% | 10,152 | $481K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 9,940 | $474K |
| Oppenheimer Asset Management Inc. | 0.01% | Add +100.5% | 9,923 | $470K |
| Northwestern Mutual Investment Management Company, LLC | 0.01% | Reduce -0.2% | 9,763 | $462K |
| KLP Kapitalforvaltning As | 0.00% | No change | 9,600 | $455K |
| Bayesian Capital Management, LP | 0.09% | New | 9,400 | $445K |
| Cwm, LLC | 0.00% | Add +184.8% | 9,316 | $441K |
| ProShare Advisors LLC | 0.00% | Reduce -14.3% | 9,184 | $435K |
| Oregon Public Employees Retirement Fund | 0.01% | Reduce -2.2% | 8,775 | $415K |
| Henshaw Capital LLC | 0.01% | Reduce -26.7% | 8,473 | $401K |
| Vise Technologies, Inc. | 0.01% | Reduce -6.9% | 8,334 | $395K |
| Tidal Investments LLC | 0.00% | Add +10.9% | 8,212 | $389K |
| Vestcor Inc | 0.01% | Add +124.2% | 8,085 | $383K |
| Lido Advisors, LLC | 0.00% | Add +2.2% | 8,042 | $381K |
| &partners | 0.00% | Add +17.7% | 8,025 | $380K |
| Choreo, LLC | 0.00% | Add +16.1% | 7,870 | $373K |
| Bank of Nova Scotia | 0.00% | Add +9.2% | 7,685 | $364K |
| Cerity Partners LLC | 0.00% | New | 7,437 | $352K |
| iSAM Funds (UK) Ltd | 0.07% | Reduce -29.6% | 7,399 | $350K |
| State of Alaska, Department of Revenue | 0.00% | Add +39.8% | 6,887 | $325K |
| Aristeia Capital, L.L.C. | 0.02% | New | 6,811 | $323K |
| PNC Financial Services Group, Inc. | 0.00% | Add +23.5% | 6,808 | $322K |
| Aigen Investment Management, LP | 0.05% | Reduce -34.8% | 6,519 | $309K |
| Xponance LLC | 0.00% | Reduce -0.1% | 6,270 | $297K |
| Pictet Asset Management Holding SA | 0.00% | Reduce -10.2% | 6,256 | $296K |
| Entropy Technologies, LP | 0.02% | Reduce -61.4% | 6,205 | $294K |
| Capstone Investment Advisors, LLC | 0.00% | New | 6,187 | $293K |
| Farringdon Capital, Ltd. | 0.07% | Add +5.4% | 6,062 | $287K |
| Arax Advisory Partners | 0.00% | New | 6,000 | $284K |
| Aster Capital Management (DIFC) Ltd | 0.14% | Add +221.9% | 5,779 | $274K |
| Mariner, LLC | 0.00% | New | 5,554 | $263K |
| Virtu Financial LLC | 0.01% | Reduce -20.3% | 5,315 | $252K |
| Mercer Global Advisors Inc. | 0.00% | New | 5,292 | $251K |
| Higgins & Schmidt Wealth Strategies LLC | 0.13% | No change | 5,270 | $250K |
| US Bancorp \de | 0.00% | Add +3.9% | 5,015 | $237K |
| Empowered Funds, LLC | 0.00% | Reduce -1.1% | 4,987 | $236K |
| one8zero8, LLC | 0.05% | Reduce -29.9% | 4,802 | $227K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 4,788 | $227K |
| Keybank National Association | 0.00% | Reduce -28.2% | 4,644 | $220K |
| CIBC Bancorp USA Inc. | 0.00% | — | 4,564 | $216K |
| Radnor Capital Management, LLC | 0.03% | No change | 4,500 | $213K |
| Linden Thomas Advisory Services, LLC | 0.02% | Reduce -1.0% | 4,425 | $210K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | Add +6.4% | 4,399 | $208K |
| Sequoia Financial Advisors, LLC | 0.00% | New | 4,251 | $201K |
| Sterling Capital Management LLC | 0.00% | Add +77.7% | 4,137 | $196K |
| Canada Pension Plan Investment Board | 0.00% | Add +56.0% | 3,900 | $185K |
| Securian Asset Management, Inc. | 0.00% | Reduce -1.6% | 3,188 | $151K |
| Simplex Trading, LLC | 0.00% | Add +3611.0% | 3,043 | $144K |
| Walleye Trading LLC | 0.00% | New | 2,460 | $116K |
| Peregrine Capital Management LLC | 0.00% | No change | 2,293 | $109K |
| Nisa Investment Advisors, LLC | 0.00% | Add +365.1% | 2,000 | $95K |
| LRI Investments, LLC | 0.01% | Add +761.9% | 1,741 | $82K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 1,822 | $81K |
| KBC Group NV | 0.00% | No change | 1,542 | $73K |
| Osaic Holdings, Inc. | 0.00% | Reduce -6.8% | 1,166 | $61K |
| Caitong International Asset Management Co., Ltd | 0.04% | Add +212.7% | 1,132 | $54K |
| Shell Asset Management Co. | 0.01% | Reduce -58.7% | 1,099 | $52K |
| Versant Capital Management, Inc | 0.01% | Add +1776.9% | 976 | $46K |
| UMB Bank, n.a. | 0.00% | Add +54.8% | 975 | $46K |
| Quadrant Capital Group LLC | 0.00% | New | 853 | $40K |
| AlphaQuest LLC | 0.00% | Add +75500.0% | 756 | $36K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -7.2% | 713 | $34K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 660 | $31K |
| Essential Partners LLC | 0.01% | Add +300.6% | 633 | $30K |
| Fifth Third Bancorp | 0.00% | Add +99.7% | 599 | $28K |
| Advisors Asset Management, Inc. | 0.00% | Reduce -0.7% | 282 | $26K |
| MAI Capital Management | 0.00% | Reduce -5.8% | 550 | $26K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +85.3% | 543 | $26K |
| Danske Bank A/S | 0.00% | Reduce -4.0% | 500 | $24K |
| Parallel Advisors, LLC | 0.00% | Add +46.6% | 478 | $23K |
| Rothschild Investment LLC | 0.00% | Add +561.4% | 463 | $22K |
| First Horizon Corp. | 0.00% | — | 451 | $21K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Reduce -2.4% | 444 | $21K |
| Quarry LP | 0.01% | New | 409 | $19K |
| Hantz Financial Services, Inc. | 0.00% | Add +305.3% | 385 | $18K |
| Optiver Holding B.V. | 0.00% | Add +59.2% | 355 | $17K |
| CI Investments Inc. | 0.00% | Add +48.4% | 328 | $16K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Add +287.8% | 318 | $15K |
| Clearstead Advisors, LLC | 0.00% | Add +244.2% | 296 | $14K |
| Barrow Hanley Mewhinney & Strauss LLC | 0.00% | No change | 287 | $14K |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 285 | $13K |
| GAMMA Investing LLC | 0.00% | Reduce -35.7% | 274 | $13K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -98.9% | 262 | $12K |
| Allworth Financial LP | 0.00% | Reduce -47.5% | 244 | $12K |
| Covestor Ltd | 0.01% | Add +132.3% | 223 | $11K |
| Rise Advisors, LLC | 0.00% | No change | 224 | $11K |
| NewEdge Advisors, LLC | 0.00% | Add +35.9% | 197 | $9K |
| Smithfield Trust Co | 0.00% | No change | 185 | $9K |
| Jones Financial Companies LLLP | 0.00% | Reduce -36.2% | 180 | $9K |
| Ameritas Advisory Services, LLC | 0.00% | No change | 173 | $8K |
| True Wealth Design, LLC | 0.00% | New | 157 | $7K |
| Parkside Financial Bank & Trust | 0.00% | Add +53.5% | 132 | $6K |
| Farther Finance Advisors, LLC | 0.00% | Add +236.1% | 121 | $6K |
| State of Wyoming | 0.00% | Add +2.6% | 116 | $5K |
| T. Rowe Price Investment Management, Inc. | 0.00% | Reduce -100.0% | 96 | $5K |
| Private Wealth Management Group, LLC | 0.00% | Add +172.2% | 98 | $5K |
| Red Tortoise LLC | 0.00% | New | 96 | $5K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -31.0% | 78 | $4K |
| Signaturefd, LLC | 0.00% | Add +134.5% | 68 | $3K |
| Wealthspire Advisors, LLC | 0.00% | New | 68 | $3K |
| Cornerstone Planning Group LLC | 0.00% | New | 69 | $3K |
| IFP Advisors, Inc | 0.00% | Add +57.5% | 63 | $3K |
| J.Safra Asset Management Corp | 0.00% | Reduce -83.4% | 59 | $3K |
| Kilter Group LLC | 0.00% | Add +10.0% | 55 | $3K |
| GHP Investment Advisors, Inc. | 0.00% | Reduce -38.2% | 55 | $3K |
| CENTRAL TRUST Co | 0.00% | No change | 45 | $2K |
| Manchester Capital Management LLC | 0.00% | Add +53.6% | 43 | $2K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -85.7% | 42 | $2K |
| Farmers & Merchants Investments Inc. | 0.00% | Add +11.1% | 40 | $2K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 38 | $2K |
| Root Financial Partners, LLC | 0.00% | New | 36 | $2K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 30 | $1K |
| Sachetta, LLC | 0.00% | New | 28 | $1K |
| MV Capital Management, Inc. | 0.00% | Add +2400.0% | 25 | $1K |
| Quent Capital, LLC | 0.00% | New | 24 | $1K |
| Principal Securities, Inc. | 0.00% | Add +475.0% | 23 | $1K |
| Bessemer Group Inc. | 0.00% | Reduce -83.7% | 27 | $1K |
| Sunbelt Securities, Inc. | 0.00% | New | 19 | $900 |
| NFSG Corp | 0.00% | No change | 17 | $805 |
| Advisory Services Network, LLC | 0.00% | New | 17 | $805 |
| Blue Trust, Inc. | 0.00% | Reduce -98.8% | 13 | $616 |
| TD Waterhouse Canada Inc. | 0.00% | No change | 12 | $579 |
| WPG Advisers, LLC | 0.00% | No change | 12 | $568 |
| Mather Group, Llc. | 0.00% | New | 12 | $568 |
| Global Retirement Partners, LLC | 0.00% | Reduce -70.7% | 12 | $568 |
| Physician Wealth Advisors, Inc. | 0.00% | New | 10 | $474 |
| Bell Investment Advisors, Inc | 0.00% | New | 10 | $474 |
| Fortitude Family Office, LLC | 0.00% | No change | 10 | $474 |
| Rialto Wealth Management, LLC | 0.00% | New | 10 | $474 |
| Bare Financial Services, Inc | 0.00% | New | 9 | $426 |
| Huntington National Bank | 0.00% | Reduce -91.3% | 9 | $426 |
| Transamerica Financial Advisors, LLC | 0.00% | New | 8 | $379 |
| Harbour Investments, Inc. | 0.00% | Reduce -62.5% | 6 | $284 |
| Bruce G. Allen Investments, LLC | 0.00% | No change | 3 | $142 |
| Assetmark, Inc. | 0.00% | Reduce -66.7% | 2 | $95 |
| SBI Securities Co., Ltd. | 0.00% | Add +100.0% | 2 | $95 |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 1 | $55 |
| Tortoise Investment Management, LLC | 0.00% | New | 1 | $47 |
| Bay Harbor Wealth Management, LLC | 0.00% | No change | 1 | $47 |
| Avion Wealth | 0.00% | New | 10 | $0 |
| Hemington Wealth Management | 0.00% | Add +5.9% | 18 | $0 |
| Cloud Capital Management, LLC | 0.00% | New | 2 | $0 |
"% of holder's portfolio" is EFOR's weight in each manager's 13F, not the share of Everforth Inc. the manager owns.