EverforthEFOR
13F holders, Q4 2025 (December 31)274holders −22
31new positions
56sold out
9famous investors
$48.19avg. 13F price*
At the end of Q4 2025, 274 institutions reported holding Everforth Inc. (EFOR) in their 13F filings, down 22 from Q3 2025. 31 opened new positions and 56 sold out. The largest holders were BlackRock, Inc. ($271.1M), Vanguard Group Inc. ($249.1M) and Dimensional Fund Advisors LP ($85.5M). 9 famous investors held it, including Ron Baron (0.2% of Baron Capital (BAMCO)'s portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio).
- Company
- Everforth Inc.
- Filed as
- ASGN INC (Q4 2025)
- CUSIP
- 00191U102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 31 | $23.8M |
| Exits | 56 | $104.2M |
All 13F filers, Q3 2025 → Q4 2025: 3,816,092 shares bought and 6,386,775 shares sold, net −2,570,683 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 274 holders
| BlackRock, Inc. | 0.00% | Reduce -3.1% | 5,627,947 | $271.1M |
| Vanguard Group Inc. | 0.00% | Reduce -1.8% | 5,171,079 | $249.1M |
| Dimensional Fund Advisors LP | 0.02% | Reduce -6.6% | 1,774,423 | $85.5M |
| State Street Corp. | 0.00% | Reduce -1.9% | 1,652,949 | $79.6M |
| Invesco Ltd. | 0.01% | Add +71.4% | 1,637,789 | $78.9M |
| Geode Capital Management, LLC | 0.00% | Reduce -1.2% | 1,322,632 | $63.7M |
| Baron Capital (BAMCO) | 0.17% | Reduce -0.8% | 1,310,800 | $63.1M |
| Nomura Asset Management International Inc. | 0.09% | — | 1,244,360 | $59.9M |
| Reinhart Partners, Llc. | 1.74% | Add +12.5% | 1,206,940 | $58.1M |
| Pathstone Holdings, LLC | 0.17% | Reduce -0.3% | 929,903 | $44.8M |
| AQR Capital Management | 0.02% | Add +38.1% | 922,594 | $44.4M |
| D. E. Shaw & Co. | 0.04% | Add +77.1% | 917,304 | $44.2M |
| Schroder Investment Management Group | 0.03% | Add +0.3% | 726,104 | $35.8M |
| Hotchkis & Wiley Capital Management LLC | 0.10% | Reduce -0.6% | 710,805 | $34.2M |
| Goldman Sachs Group Inc. | 0.00% | Add +1.5% | 635,448 | $30.6M |
| New South Capital Management Inc. | 1.41% | Add +39.2% | 635,011 | $30.6M |
| FMR LLC | 0.00% | Reduce -65.0% | 627,494 | $30.2M |
| Northern Trust Corp. | 0.00% | Reduce -9.9% | 542,843 | $26.1M |
| Morgan Stanley | 0.00% | Reduce -9.3% | 514,827 | $24.8M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +4.4% | 492,910 | $23.7M |
| Systematic Financial Management LP | 0.55% | Add +8.6% | 484,427 | $23.3M |
| Ameriprise Financial Inc. | 0.01% | Add +10.3% | 461,428 | $22.2M |
| Millennium Management | 0.01% | Add +5.2% | 409,781 | $19.7M |
| Aristotle Capital Boston, LLC | 1.06% | Add +3.0% | 399,755 | $19.3M |
| Allianz Asset Management GmbH | 0.02% | Add +49.3% | 370,182 | $17.8M |
| Incline Global Management LLC | 5.36% | Reduce -0.9% | 325,722 | $15.7M |
| Bank of America Corp. | 0.00% | Reduce -17.5% | 321,479 | $15.5M |
| Voloridge Investment Management, LLC | 0.05% | Add +16.1% | 320,797 | $15.5M |
| Jennison Associates LLC | 0.01% | Reduce -46.0% | 320,157 | $15.4M |
| Renaissance Technologies | 0.02% | Add +46.1% | 310,494 | $15.0M |
| Prudential Financial Inc. | 0.02% | Add +13.3% | 288,351 | $13.9M |
| Bank of New York Mellon Corp | 0.00% | Reduce -5.3% | 279,053 | $13.4M |
| SG Capital Management LLC | 1.46% | Reduce -7.2% | 277,183 | $13.4M |
| FIL Ltd | 0.01% | Reduce -26.1% | 250,000 | $12.0M |
| Deutsche Bank AG | 0.00% | Add +0.8% | 236,699 | $11.4M |
| Pacer Advisors, Inc. | 0.03% | Reduce -22.9% | 236,145 | $11.4M |
| Qube Research & Technologies Ltd | 0.02% | Reduce -16.3% | 230,991 | $11.1M |
| Glenmede Trust Co. NA | 0.05% | — | 227,291 | $10.9M |
| Citadel Advisors | 0.01% | Add +178.3% | 226,642 | $10.9M |
| Two Sigma Investments, LP | 0.02% | Add +276.0% | 220,972 | $10.6M |
| Federated Hermes, Inc. | 0.02% | Add +251.5% | 211,598 | $10.2M |
| Citigroup Inc. | 0.01% | Reduce -10.2% | 210,959 | $10.2M |
| HRT Financial LP | 0.03% | Add +124.3% | 206,019 | $9.9M |
| Barclays PLC | 0.00% | Add +10.4% | 202,781 | $9.8M |
| Balyasny Asset Management L.P. | 0.02% | Reduce -32.4% | 167,169 | $8.1M |
| Sei Investments Co. | 0.01% | Add +17.1% | 166,306 | $8.0M |
| Principal Financial Group Inc. | 0.00% | Add +13.2% | 160,575 | $7.7M |
| JPMorgan Chase & Co. | 0.00% | Reduce -51.0% | 149,411 | $7.2M |
| Rhumbline Advisers | 0.01% | Reduce -10.1% | 146,138 | $7.0M |
| Victory Capital Management Inc. | 0.00% | Add +252.0% | 138,255 | $6.7M |
| Susquehanna International Group, LLP | 0.01% | Add +118.7% | 137,961 | $6.6M |
| Bridgewater Associates | 0.02% | Add +8.5% | 119,380 | $5.8M |
| Atom Investors LP | 0.40% | New | 104,762 | $5.0M |
| Freestone Grove Partners LP | 0.04% | New | 101,409 | $4.9M |
| Hillsdale Investment Management Inc. | 0.13% | Add +10.2% | 99,800 | $4.8M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +1.4% | 98,636 | $4.8M |
| Nuveen, LLC | 0.00% | Reduce -3.5% | 97,351 | $4.7M |
| Voya Investment Management LLC | 0.01% | Add +20.2% | 93,163 | $4.5M |
| Bessemer Group Inc. | 0.01% | Add +340470.4% | 91,954 | $4.4M |
| First Trust Advisors LP | 0.00% | Reduce -20.3% | 89,453 | $4.3M |
| Tudor Investment Corporation | 0.02% | Reduce -47.3% | 89,422 | $4.3M |
| UBS Group AG | 0.00% | Reduce -46.6% | 89,149 | $4.3M |
| Congress Asset Management Co. | 0.03% | Add +3.5% | 88,901 | $4.3M |
| Alliancebernstein L.P. | 0.00% | Reduce -1.1% | 86,449 | $4.2M |
| Swiss National Bank | 0.00% | Add +1.8% | 86,400 | $4.2M |
| Trexquant Investment LP | 0.04% | Reduce -54.2% | 85,831 | $4.1M |
| Legal & General Group Plc | 0.00% | Reduce -6.9% | 67,290 | $3.2M |
| Russell Investments Group, Ltd. | 0.00% | Add +106.4% | 62,934 | $3.0M |
| Boston Partners | 0.00% | Add +88.1% | 57,339 | $2.8M |
| 2Xideas AG | 0.71% | Add +70.2% | 52,374 | $2.5M |
| American Century Companies Inc. | 0.00% | Add +10.8% | 52,250 | $2.5M |
| Creative Planning | 0.00% | Add +112.8% | 51,352 | $2.5M |
| Wells Fargo & Company | 0.00% | Add +40.3% | 51,307 | $2.5M |
| Retirement Systems of Alabama | 0.01% | Reduce -3.2% | 51,247 | $2.5M |
| New York State Teachers Retirement System | 0.00% | Reduce -1.4% | 50,724 | $2.4M |
| Y-Intercept (Hong Kong) Ltd | 0.05% | New | 50,096 | $2.4M |
| Dark Forest Capital Management LP | 0.11% | New | 49,377 | $2.4M |
| Public Employees Retirement System of Ohio | 0.01% | Add +113.8% | 48,990 | $2.4M |
| Clark Estates Inc. | 0.57% | Add +13.5% | 48,800 | $2.4M |
| O'shaughnessy Asset Management, LLC | 0.01% | Add +23.3% | 48,727 | $2.3M |
| Engineers Gate Manager LP | 0.03% | Reduce -15.7% | 47,341 | $2.3M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Reduce -3.4% | 45,777 | $2.2M |
| T. Rowe Price Associates Inc. | 0.00% | Reduce -48.2% | 44,603 | $2.1M |
| MetLife Investment Management, LLC | 0.01% | Reduce -7.0% | 43,940 | $2.1M |
| Harbor Capital Advisors, Inc. | 0.16% | Add +6.8% | 43,596 | $2.1M |
| Thrivent Financial for Lutherans | 0.00% | Add +320.4% | 42,681 | $2.1M |
| Holocene Advisors, LP | 0.00% | Reduce -11.9% | 41,281 | $2.0M |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -6.6% | 41,198 | $2.0M |
| California State Teachers Retirement System | 0.00% | Reduce -0.3% | 41,186 | $2.0M |
| Ieq Capital, LLC | 0.01% | Add +32.0% | 41,054 | $2.0M |
| SG Americas Securities, LLC | 0.00% | Reduce -44.7% | 40,483 | $1.9M |
| Two Sigma Advisers, LP | 0.00% | New | 40,400 | $1.9M |
| Ossiam | 0.04% | No change | 39,800 | $1.9M |
| Edgestream Partners, L.P. | 0.05% | Add +50.4% | 39,751 | $1.9M |
| Verition Fund Management LLC | 0.01% | Reduce -19.8% | 35,273 | $1.7M |
| Laurus Global Equity Management Inc. | 1.31% | Reduce -83.2% | 33,310 | $1.6M |
| Assenagon Asset Management S.A. | 0.00% | No change | 32,125 | $1.5M |
| Lazard Asset Management LLC | 0.00% | Reduce -43.5% | 31,047 | $1.5M |
| Janney Montgomery Scott LLC | 0.00% | Reduce -11.1% | 30,300 | $1.5M |
| Marshall Wace, LLP | 0.00% | Add +76.2% | 30,156 | $1.5M |
| Mackenzie Financial Corp. | 0.00% | New | 29,462 | $1.4M |
| XTX Topco Ltd | 0.04% | New | 28,176 | $1.4M |
| Jane Street Group, LLC | 0.00% | Reduce -95.6% | 27,602 | $1.3M |
| Quantinno Capital Management LP | 0.00% | Add +15.3% | 25,883 | $1.2M |
| CANADA LIFE ASSURANCE Co | 0.00% | Reduce -32.0% | 24,797 | $1.2M |
| CenterBook Partners LP | 0.05% | Reduce -56.0% | 23,101 | $1.1M |
| Mitsubishi UFJ Trust & Banking Corp | 0.00% | Add +15.4% | 21,553 | $1.0M |
| Sit Investment Associates Inc. | 0.02% | No change | 20,940 | $1.0M |
| Teacher Retirement System of Texas | 0.00% | Add +22.4% | 20,005 | $964K |
| Janus Henderson Group PLC | 0.00% | No change | 19,708 | $949K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -2.7% | 19,348 | $932K |
| Amalgamated Bank | 0.01% | Reduce -6.9% | 17,948 | $865K |
| Mutual of America Capital Management LLC | 0.01% | Reduce -12.2% | 17,771 | $856K |
| Aquatic Capital Management LLC | 0.02% | Reduce -44.3% | 17,486 | $842K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -21.3% | 17,215 | $829K |
| SummerHaven Investment Management, LLC | 0.46% | No change | 16,838 | $811K |
| Teachers Retirement System of the State of Kentucky | 0.01% | No change | 16,680 | $804K |
| Man Group plc | 0.00% | New | 16,500 | $795K |
| Vident Advisory, LLC | 0.01% | Add +3.6% | 15,739 | $758K |
| Jain Global LLC | 0.01% | New | 15,645 | $754K |
| HSBC Holdings PLC | 0.00% | Reduce -9.6% | 15,286 | $739K |
| Intech Investment Management LLC | 0.01% | Reduce -10.4% | 14,767 | $711K |
| State of Wisconsin Investment Board | 0.00% | Add +5.2% | 14,668 | $707K |
| Yousif Capital Management, LLC | 0.01% | Reduce -4.8% | 14,419 | $700K |
| New York State Common Retirement Fund | 0.00% | No change | 14,049 | $677K |
| Tower Research Capital LLC (TRC) | 0.02% | Reduce -30.4% | 13,922 | $671K |
| State of Tennessee, Department of Treasury | 0.00% | Reduce -4.1% | 12,125 | $632K |
| Canada Pension Plan Investment Board | 0.00% | Add +233.3% | 13,000 | $626K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +201.3% | 12,807 | $617K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -21.4% | 12,295 | $592K |
| Arizona State Retirement System | 0.00% | Reduce -5.7% | 12,219 | $589K |
| BNP Paribas Financial Markets | 0.00% | Reduce -64.0% | 12,190 | $587K |
| Louisiana State Employees Retirement System | 0.01% | Reduce -3.3% | 11,800 | $568K |
| Arrowstreet Capital, Limited Partnership | 0.00% | New | 11,706 | $564K |
| Ameritas Investment Partners, Inc. | 0.02% | Reduce -4.9% | 11,209 | $540K |
| NorthCrest Asset Manangement, LLC | 0.01% | Reduce -9.4% | 10,969 | $524K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 10,872 | $524K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | Reduce -9.1% | 10,777 | $519K |
| Handelsbanken Fonder AB | 0.00% | No change | 10,723 | $517K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | Reduce -5.0% | 10,685 | $515K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 10,654 | $513K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +4.2% | 10,360 | $504K |
| Cwm, LLC | 0.00% | Add +10.3% | 10,272 | $495K |
| Comerica Bank | 0.00% | Reduce -12.0% | 10,237 | $493K |
| New Mexico Educational Retirement Board | 0.01% | No change | 10,200 | $491K |
| Tidal Investments LLC | 0.00% | Add +23.4% | 10,135 | $488K |
| State of Michigan Retirement System | 0.00% | Reduce -2.9% | 10,121 | $488K |
| Cresset Asset Management, LLC | 0.00% | Reduce -72.5% | 10,083 | $486K |
| Bank of Montreal | 0.00% | Reduce -23.9% | 9,965 | $480K |
| KLP Kapitalforvaltning As | 0.00% | No change | 9,600 | $462K |
| Northwestern Mutual Investment Management Company, LLC | 0.01% | Reduce -2.1% | 9,554 | $460K |
| Aigen Investment Management, LP | 0.11% | Add +46.0% | 9,519 | $459K |
| Vise Technologies, Inc. | 0.01% | Add +12.0% | 9,337 | $450K |
| ProShare Advisors LLC | 0.00% | Add +1.6% | 9,331 | $449K |
| Oppenheimer Asset Management Inc. | 0.01% | Reduce -6.5% | 9,274 | $447K |
| Oregon Public Employees Retirement Fund | 0.01% | Reduce -2.3% | 8,575 | $413K |
| Lido Advisors, LLC | 0.00% | Add +0.3% | 8,062 | $382K |
| Choreo, LLC | 0.00% | Reduce -2.0% | 7,716 | $380K |
| Fox Run Management, L.L.C. | 0.06% | Reduce -70.9% | 7,645 | $368K |
| PharVision Advisers, LLC | 0.18% | New | 7,411 | $357K |
| Cerity Partners LLC | 0.00% | Reduce -8.2% | 6,828 | $329K |
| &partners | 0.00% | Reduce -16.6% | 6,694 | $322K |
| Gotham Asset Management | 0.00% | Reduce -82.6% | 6,410 | $309K |
| State of Alaska, Department of Revenue | 0.00% | Reduce -8.0% | 6,337 | $305K |
| Pictet Asset Management Holding SA | 0.00% | No change | 6,256 | $301K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -9.4% | 6,165 | $297K |
| Mercer Global Advisors Inc. | 0.00% | Add +10.5% | 5,849 | $282K |
| New Age Alpha Advisors, LLC | 0.01% | New | 5,847 | $282K |
| Swiss Life Asset Management Ltd | 0.00% | New | 5,725 | $276K |
| Quadrature Capital Ltd | 0.00% | Reduce -80.2% | 5,615 | $270K |
| Mariner, LLC | 0.00% | Reduce -2.1% | 5,437 | $262K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | Add +21.7% | 5,353 | $258K |
| Entropy Technologies, LP | 0.01% | Reduce -14.0% | 5,339 | $257K |
| Xponance LLC | 0.00% | Reduce -16.0% | 5,266 | $254K |
| Higgins & Schmidt Wealth Strategies LLC | 0.12% | Reduce -0.2% | 5,258 | $253K |
| Guggenheim Capital LLC | 0.00% | New | 5,258 | $253K |
| Empowered Funds, LLC | 0.00% | Add +2.6% | 5,117 | $246K |
| Seizert Capital Partners, LLC | 0.01% | New | 5,082 | $245K |
| Hudson Bay Capital Management LP | 0.00% | New | 5,060 | $244K |
| TradeLink Capital LLC | 1.91% | Reduce -9.2% | 4,967 | $239K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 4,788 | $231K |
| US Bancorp \de | 0.00% | Reduce -5.4% | 4,743 | $228K |
| Keybank National Association | 0.00% | Add +0.1% | 4,651 | $224K |
| Abacus Wealth Partners, LLC | 0.02% | New | 4,538 | $219K |
| Pallas Capital Advisors LLC | 0.01% | New | 4,258 | $205K |
| Nisa Investment Advisors, LLC | 0.00% | Add +82.3% | 3,645 | $176K |
| Securian Asset Management, Inc. | 0.01% | Reduce -3.1% | 3,088 | $149K |
| Ensign Peak Advisors, Inc | 0.00% | Reduce -75.1% | 2,605 | $125K |
| Wilmington Savings Fund Society, FSB | 0.00% | New | 2,500 | $120K |
| Sterling Capital Management LLC | 0.00% | Reduce -41.9% | 2,402 | $116K |
| Royal Bank of Canada | 0.00% | Reduce -98.5% | 2,207 | $107K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 1,822 | $92K |
| KBC Group NV | 0.00% | No change | 1,542 | $74K |
| Parallel Advisors, LLC | 0.00% | Add +190.8% | 1,390 | $67K |
| Hantz Financial Services, Inc. | 0.00% | Add +239.7% | 1,308 | $63K |
| Rothschild Investment LLC | 0.00% | Add +119.0% | 1,014 | $49K |
| Quadrant Capital Group LLC | 0.00% | Add +6.0% | 904 | $44K |
| CIBC Private Wealth Group LLC | 0.00% | Add +25.9% | 898 | $43K |
| Osaic Holdings, Inc. | 0.00% | Reduce -35.6% | 751 | $36K |
| Torren Management, LLC | 0.02% | — | 707 | $34K |
| Rockefeller Capital Management L.P. | 0.00% | Add +161.4% | 685 | $33K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +22.6% | 666 | $32K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 660 | $32K |
| Essential Partners LLC | 0.01% | Reduce -1.6% | 623 | $30K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Add +41.2% | 627 | $30K |
| MAI Capital Management | 0.00% | Add +4.7% | 576 | $28K |
| GAMMA Investing LLC | 0.00% | Add +97.8% | 542 | $26K |
| Aster Capital Management (DIFC) Ltd | 0.01% | Reduce -90.8% | 534 | $26K |
| Quarry LP | 0.00% | Add +22.3% | 500 | $24K |
| Danske Bank A/S | 0.00% | No change | 500 | $24K |
| Nvest Wealth Strategies, Inc. | 0.02% | — | 466 | $22K |
| UMB Bank, n.a. | 0.00% | Reduce -55.7% | 432 | $21K |
| Allworth Financial LP | 0.00% | Add +70.5% | 416 | $20K |
| First Horizon Corp. | 0.00% | Reduce -19.7% | 362 | $17K |
| Versant Capital Management, Inc | 0.00% | Reduce -63.6% | 355 | $17K |
| Clearstead Advisors, LLC | 0.00% | Add +18.9% | 352 | $17K |
| Farther Finance Advisors, LLC | 0.00% | Add +183.5% | 343 | $17K |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | New | 334 | $16K |
| Fifth Third Bancorp | 0.00% | Reduce -46.1% | 323 | $16K |
| AlphaQuest LLC | 0.00% | Reduce -61.4% | 292 | $14K |
| Barrow Hanley Mewhinney & Strauss LLC | 0.00% | No change | 287 | $14K |
| Jones Financial Companies LLLP | 0.00% | Add +58.9% | 286 | $14K |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 285 | $14K |
| Advisors Asset Management, Inc. | 0.00% | Reduce -0.3% | 281 | $14K |
| Arax Advisory Partners | 0.00% | Reduce -95.9% | 247 | $12K |
| Covestor Ltd | 0.01% | Reduce -0.5% | 222 | $11K |
| Los Angeles Capital Management LLC | 0.00% | New | 250 | $11K |
| Signaturefd, LLC | 0.00% | Add +208.8% | 210 | $10K |
| SouthState Bank Corp | 0.00% | New | 203 | $10K |
| Smithfield Trust Co | 0.00% | No change | 185 | $9K |
| Brown Brothers Harriman & Co. | 0.00% | New | 159 | $8K |
| Smartleaf Asset Management LLC | 0.00% | Add +221.4% | 135 | $7K |
| Smallwood Wealth Investment Management, LLC | 0.00% | New | 107 | $5K |
| Parkside Financial Bank & Trust | 0.00% | Reduce -36.4% | 84 | $4K |
| T. Rowe Price Investment Management, Inc. | 0.00% | Reduce -19.8% | 77 | $4K |
| MV Capital Management, Inc. | 0.00% | Add +148.0% | 62 | $3K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -26.9% | 57 | $3K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 55 | $3K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -83.0% | 54 | $3K |
| Godfrey Financial Associates, Inc. | 0.00% | — | 52 | $3K |
| Sachetta, LLC | 0.00% | Add +75.0% | 49 | $2K |
| Kilter Group LLC | 0.00% | Reduce -14.6% | 47 | $2K |
| Sunbelt Securities, Inc. | 0.00% | Add +142.1% | 46 | $2K |
| CENTRAL TRUST Co | 0.00% | No change | 45 | $2K |
| True Wealth Design, LLC | 0.00% | Reduce -72.0% | 44 | $2K |
| Bare Financial Services, Inc | 0.00% | Add +366.7% | 42 | $2K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 40 | $2K |
| Quent Capital, LLC | 0.00% | Add +62.5% | 39 | $2K |
| Neo Ivy Capital Management | 0.00% | New | 38 | $2K |
| IFP Advisors, Inc | 0.00% | Reduce -39.7% | 38 | $2K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 38 | $2K |
| Bell Investment Advisors, Inc | 0.00% | Add +210.0% | 31 | $1K |
| Root Financial Partners, LLC | 0.00% | Reduce -19.4% | 29 | $1K |
| Physician Wealth Advisors, Inc. | 0.00% | Add +120.0% | 22 | $1K |
| Manchester Capital Management LLC | 0.00% | Reduce -51.2% | 21 | $1K |
| SageView Advisory Group, LLC | 0.00% | New | 20 | $964 |
| USA Financial Formulas | 0.00% | New | 18 | $867 |
| Blue Trust, Inc. | 0.00% | No change | 13 | $626 |
| WPG Advisers, LLC | 0.00% | No change | 12 | $578 |
| Global Retirement Partners, LLC | 0.00% | No change | 12 | $578 |
| TD Waterhouse Canada Inc. | 0.00% | No change | 12 | $578 |
| Optima Capital LLC | 0.00% | New | 11 | $530 |
| DV Equities, LLC | 0.00% | — | 10 | $482 |
| JFS Wealth Advisors, LLC | 0.00% | New | 10 | $482 |
| Bruce G. Allen Investments, LLC | 0.00% | Add +166.7% | 8 | $385 |
| Fortitude Family Office, LLC | 0.00% | Reduce -20.0% | 8 | $385 |
| Transamerica Financial Advisors, LLC | 0.00% | Reduce -37.5% | 5 | $241 |
| Elyxium Wealth, LLC | 0.00% | New | 2 | $96 |
| DiNuzzo Private Wealth, Inc. | 0.00% | No change | 1 | $49 |
| Huntington National Bank | 0.00% | Reduce -88.9% | 1 | $48 |
| Bay Harbor Wealth Management, LLC | 0.00% | No change | 1 | $48 |
| SBI Securities Co., Ltd. | 0.00% | Reduce -50.0% | 1 | $48 |
| Keating Financial Advisory Services, Inc. | 0.00% | — | 1 | $48 |
| Dunhill Financial, LLC | 0.00% | New | 1 | $43 |
"% of holder's portfolio" is EFOR's weight in each manager's 13F, not the share of Everforth Inc. the manager owns.