EverforthEFOR

13F holders, Q3 2025 (September 30)
296holders +11
47new positions
35sold out
9famous investors
$47.36avg. 13F price*

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

0100200300400 Q1 2024: 278Q1 2024Q2 2024: 295Q2 2024Q3 2024: 294Q3 2024Q4 2024: 307Q4 2024Q1 2025: 303Q1 2025Q2 2025: 285Q2 2025Q3 2025: 296Q3 2025Q4 2025: 274Q4 2025Q1 2026: 248Q1 2026Q2 2026: 247Q2 2026

Total Exit/New Position Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions47$72.5M
Exits35$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.