EverforthEFOR
13F holders, Q1 2026 (March 31)248holders −26
39new positions
64sold out
5famous investors
$38.70avg. 13F price*
At the end of Q1 2026, 248 institutions reported holding Everforth Inc. (EFOR) in their 13F filings, down 26 from Q4 2025. 39 opened new positions and 64 sold out. The largest holders were BlackRock, Inc. ($258.2M), Vanguard Portfolio Management LLC ($127.1M) and AQR Capital Management ($98.0M). 5 famous investors held it, including Ron Baron (0.1% of Baron Capital (BAMCO)'s portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Steve Cohen (0.0% of Point72 Asset Management's portfolio).
- Company
- Everforth Inc.
- Filed as
- ASGN INC (Q1 2026)
- CUSIP
- 00191U102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 39 | $38.5M |
| Exits | 64 | $167.7M |
All 13F filers, Q4 2025 → Q1 2026: 7,904,191 shares bought and 5,613,098 shares sold, net +2,291,093 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 248 holders
| BlackRock, Inc. | 0.00% | Add +18.5% | 6,669,147 | $258.2M |
| Vanguard Portfolio Management LLC | 0.01% | — | 3,283,646 | $127.1M |
| AQR Capital Management | 0.04% | Add +174.3% | 2,530,650 | $98.0M |
| Dimensional Fund Advisors LP | 0.02% | Add +6.8% | 1,895,123 | $73.4M |
| Invesco Ltd. | 0.01% | Add +9.5% | 1,793,718 | $69.4M |
| Vanguard Capital Management LLC | 0.00% | — | 1,756,568 | $68.0M |
| State Street Corp. | 0.00% | Add +5.4% | 1,742,709 | $67.5M |
| Reinhart Partners, Llc. | 1.84% | Add +36.8% | 1,650,955 | $63.9M |
| Geode Capital Management, LLC | 0.00% | Add +3.7% | 1,371,264 | $53.1M |
| Pathstone Holdings, LLC | 0.19% | Add +29.3% | 1,202,233 | $46.5M |
| Nomura Asset Management International Inc. | 0.07% | Reduce -11.4% | 1,102,397 | $42.7M |
| Baron Capital (BAMCO) | 0.12% | Reduce -19.1% | 1,060,800 | $41.1M |
| Goldman Sachs Group Inc. | 0.00% | Add +40.4% | 891,968 | $34.5M |
| Schroder Investment Management Group | 0.03% | Add +22.3% | 887,692 | $33.9M |
| Morgan Stanley | 0.00% | Add +35.3% | 696,426 | $27.0M |
| FMR LLC | 0.00% | Add +10.3% | 691,826 | $26.8M |
| Hotchkis & Wiley Capital Management LLC | 0.08% | Reduce -3.5% | 686,129 | $26.6M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +17.6% | 579,647 | $22.4M |
| D. E. Shaw & Co. | 0.02% | Reduce -37.0% | 577,850 | $22.4M |
| Systematic Financial Management LP | 0.48% | Add +12.4% | 544,583 | $21.1M |
| Ameriprise Financial Inc. | 0.00% | Add +18.0% | 544,538 | $21.1M |
| Allianz Asset Management GmbH | 0.02% | Add +38.9% | 513,980 | $19.9M |
| Point72 Asset Management | 0.04% | New | 504,645 | $19.5M |
| Northern Trust Corp. | 0.00% | Reduce -11.2% | 481,878 | $18.7M |
| FIL Ltd | 0.01% | Add +86.4% | 466,000 | $18.0M |
| Incline Global Management LLC | 6.68% | Add +35.0% | 439,688 | $17.0M |
| Boston Partners | 0.02% | Add +580.2% | 390,028 | $15.1M |
| Bank of America Corp. | 0.00% | Add +13.3% | 364,063 | $14.1M |
| Aristotle Capital Boston, LLC | 0.84% | Reduce -12.6% | 349,418 | $13.5M |
| Prudential Financial Inc. | 0.02% | Add +16.4% | 335,793 | $13.0M |
| Pacer Advisors, Inc. | 0.03% | Add +31.5% | 310,487 | $12.0M |
| JPMorgan Chase & Co. | 0.00% | Add +95.5% | 292,179 | $11.2M |
| Principal Financial Group Inc. | 0.01% | Add +78.3% | 286,357 | $11.1M |
| Vanguard Fiduciary Trust Co. | 0.00% | — | 274,097 | $10.6M |
| Sei Investments Co. | 0.01% | Add +60.1% | 266,309 | $10.3M |
| Bank of New York Mellon Corp | 0.00% | Reduce -10.0% | 251,041 | $9.7M |
| Deutsche Bank AG | 0.00% | Add +1.7% | 240,783 | $9.3M |
| Glenmede Trust Co. NA | 0.04% | Reduce -7.7% | 209,808 | $8.1M |
| Citigroup Inc. | 0.01% | Reduce -4.0% | 202,430 | $7.8M |
| Federated Hermes, Inc. | 0.01% | Reduce -13.4% | 183,284 | $7.1M |
| BNP Paribas Financial Markets | 0.00% | Add +1375.1% | 179,811 | $7.0M |
| Victory Capital Management Inc. | 0.00% | Add +11.9% | 154,776 | $6.0M |
| Public Sector Pension Investment Board | 0.02% | New | 152,800 | $5.9M |
| Two Sigma Investments, LP | 0.00% | Reduce -37.2% | 138,698 | $5.4M |
| UBS Group AG | 0.00% | Add +45.3% | 129,494 | $5.0M |
| Bessemer Group Inc. | 0.01% | Add +39.7% | 128,477 | $5.0M |
| Congress Asset Management Co. | 0.03% | Add +41.0% | 125,326 | $4.9M |
| Russell Investments Group, Ltd. | 0.01% | Add +92.1% | 120,871 | $4.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +13.0% | 111,416 | $4.3M |
| Voloridge Investment Management, LLC | 0.02% | Reduce -66.4% | 107,864 | $4.2M |
| Barclays PLC | 0.00% | Reduce -49.0% | 103,457 | $4.0M |
| Nuveen, LLC | 0.00% | Add +3.7% | 100,954 | $3.9M |
| Legal & General Group Plc | 0.00% | Add +47.1% | 99,003 | $3.8M |
| First Trust Advisors LP | 0.00% | Add +9.9% | 98,279 | $3.8M |
| Man Group plc | 0.01% | Add +475.1% | 94,884 | $3.7M |
| Hillsdale Investment Management Inc. | 0.10% | Reduce -5.8% | 94,000 | $3.6M |
| Voya Investment Management LLC | 0.00% | Reduce -5.5% | 88,081 | $3.4M |
| Swiss National Bank | 0.00% | Reduce -2.2% | 84,500 | $3.3M |
| Public Employees Retirement System of Ohio | 0.01% | Add +52.3% | 74,610 | $2.9M |
| Quantinno Capital Management LP | 0.00% | Add +164.9% | 68,561 | $2.7M |
| SG Americas Securities, LLC | 0.00% | Add +68.9% | 68,386 | $2.6M |
| Renaissance Technologies | 0.00% | Reduce -78.7% | 66,294 | $2.6M |
| Alliancebernstein L.P. | 0.00% | Reduce -38.5% | 53,207 | $2.6M |
| Harbor Capital Advisors, Inc. | 0.21% | Add +51.0% | 65,809 | $2.5M |
| Balyasny Asset Management L.P. | 0.01% | Reduce -62.8% | 62,261 | $2.4M |
| American Century Companies Inc. | 0.00% | Add +15.1% | 60,155 | $2.3M |
| Coppell Advisory Solutions LLC | 1.25% | New | 55,729 | $2.1M |
| Thrivent Financial for Lutherans | 0.00% | Add +26.2% | 53,880 | $2.1M |
| California State Teachers Retirement System | 0.00% | Add +26.1% | 51,931 | $2.0M |
| T. Rowe Price Associates Inc. | 0.00% | Add +16.3% | 51,864 | $2.0M |
| New York State Teachers Retirement System | 0.00% | Reduce -2.7% | 49,338 | $1.9M |
| Vanguard Global Advisers, LLC | 0.00% | — | 49,246 | $1.9M |
| Clark Estates Inc. | 0.45% | No change | 48,800 | $1.9M |
| Mackenzie Financial Corp. | 0.00% | Add +65.1% | 48,639 | $1.9M |
| Creative Planning | 0.00% | Reduce -11.2% | 45,601 | $1.8M |
| Ieq Capital, LLC | 0.01% | Add +7.3% | 44,034 | $1.7M |
| Laurus Global Equity Management Inc. | 1.63% | Add +28.8% | 42,889 | $1.7M |
| Lazard Asset Management LLC | 0.00% | Add +29.4% | 40,190 | $1.6M |
| Ossiam | 0.03% | No change | 39,800 | $1.5M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Reduce -15.0% | 38,930 | $1.5M |
| Jackson Creek Investment Advisors LLC | 0.43% | New | 37,313 | $1.4M |
| CANADA LIFE ASSURANCE Co | 0.00% | Add +44.9% | 35,942 | $1.4M |
| Janney Montgomery Scott LLC | 0.00% | Add +17.4% | 35,559 | $1.4M |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.00% | — | 35,419 | $1.4M |
| Caisse de depot et placement du Quebec | 0.00% | New | 34,600 | $1.3M |
| Mariner, LLC | 0.00% | Add +505.8% | 32,936 | $1.3M |
| Cerity Partners LLC | 0.00% | Add +348.1% | 30,594 | $1.2M |
| Susquehanna International Group, LLP | 0.00% | Reduce -79.1% | 28,827 | $1.1M |
| Envestnet Asset Management Inc. | 0.00% | Add +58.4% | 27,271 | $1.1M |
| Holocene Advisors, LP | 0.00% | Reduce -36.4% | 26,241 | $1.0M |
| Orion Porfolio Solutions, LLC | 0.01% | Add +109.2% | 25,717 | $995K |
| CenterBook Partners LP | 0.05% | Add +10.6% | 25,542 | $989K |
| State of Alaska, Department of Revenue | 0.01% | Add +265.7% | 23,174 | $896K |
| MetLife Investment Management, LLC | 0.00% | Reduce -48.2% | 22,748 | $881K |
| Teacher Retirement System of Texas | 0.00% | Add +6.8% | 21,355 | $827K |
| Sit Investment Associates Inc. | 0.02% | No change | 20,940 | $811K |
| Robeco Institutional Asset Management B.V. | 0.00% | New | 20,868 | $808K |
| Cwm, LLC | 0.00% | Add +97.0% | 20,235 | $783K |
| Janus Henderson Group PLC | 0.00% | No change | 19,708 | $764K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +1.1% | 19,556 | $757K |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -53.3% | 19,251 | $745K |
| Louisiana State Employees Retirement System | 0.01% | Add +60.2% | 18,900 | $732K |
| Picton Mahoney Asset Management | 0.01% | New | 18,754 | $726K |
| Assenagon Asset Management S.A. | 0.00% | Reduce -43.0% | 18,312 | $709K |
| Vident Advisory, LLC | 0.01% | Add +16.2% | 18,285 | $708K |
| State of Tennessee, Department of Treasury | 0.00% | Add +49.0% | 18,060 | $699K |
| Horizon Investments, LLC | 0.01% | New | 17,962 | $695K |
| 2Xideas AG | 0.27% | Reduce -65.8% | 17,939 | $694K |
| Wells Fargo & Company | 0.00% | Reduce -66.7% | 17,083 | $661K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +58.3% | 16,861 | $653K |
| State of Wisconsin Investment Board | 0.00% | Add +9.8% | 16,102 | $623K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +146.6% | 25,551 | $588K |
| Franklin Resources Inc. | 0.00% | New | 14,994 | $580K |
| Mercer Global Advisors Inc. | 0.00% | Add +143.9% | 14,267 | $552K |
| XTX Topco Ltd | 0.01% | Reduce -49.5% | 14,229 | $551K |
| VARCOV Co. | 0.20% | New | 14,163 | $548K |
| New York State Common Retirement Fund | 0.00% | No change | 14,049 | $544K |
| Woodline Partners LP | 0.00% | New | 13,957 | $540K |
| SummerHaven Investment Management, LLC | 0.33% | Reduce -17.4% | 13,916 | $539K |
| Mirabella Financial Services LLP | 0.05% | New | 13,817 | $535K |
| Oppenheimer Asset Management Inc. | 0.01% | Add +38.4% | 12,837 | $497K |
| Yousif Capital Management, LLC | 0.01% | Reduce -11.2% | 12,810 | $496K |
| Amalgamated Bank | 0.00% | Reduce -31.7% | 12,259 | $475K |
| Highland Capital Management, LLC | 0.03% | New | 12,269 | $475K |
| Canada Pension Plan Investment Board | 0.00% | Reduce -8.5% | 11,900 | $461K |
| Arizona State Retirement System | 0.00% | Reduce -4.0% | 11,735 | $454K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | Add +8.3% | 11,673 | $452K |
| Vise Technologies, Inc. | 0.01% | No change | 9,337 | $450K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 10,872 | $421K |
| Teachers Retirement System of the State of Kentucky | 0.00% | Reduce -35.8% | 10,716 | $415K |
| Handelsbanken Fonder AB | 0.00% | No change | 10,723 | $415K |
| NorthCrest Asset Manangement, LLC | 0.01% | Reduce -4.4% | 10,482 | $409K |
| Mitsubishi UFJ Trust & Banking Corp | 0.00% | Reduce -51.0% | 10,564 | $409K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | Reduce -1.2% | 10,559 | $409K |
| Vanguard Investments Australia, Ltd. | 0.00% | — | 10,246 | $397K |
| New Mexico Educational Retirement Board | 0.01% | No change | 10,200 | $395K |
| Cresset Asset Management, LLC | 0.00% | Add +0.7% | 10,149 | $393K |
| Engineers Gate Manager LP | 0.00% | Reduce -79.0% | 9,943 | $385K |
| Oregon Public Employees Retirement Fund | 0.01% | Add +14.3% | 9,800 | $379K |
| &partners | 0.00% | Add +44.1% | 9,649 | $374K |
| KLP Kapitalforvaltning As | 0.00% | No change | 9,600 | $372K |
| Fifth Third Bancorp | 0.00% | Add +2856.7% | 9,550 | $370K |
| Focus Partners Wealth | 0.00% | New | 9,348 | $362K |
| Brevan Howard Capital Management LP | 0.00% | New | 9,151 | $354K |
| Intech Investment Management LLC | 0.00% | Reduce -39.7% | 8,902 | $345K |
| State of Wyoming | 0.04% | New | 8,733 | $338K |
| HSBC Holdings PLC | 0.00% | Reduce -43.7% | 8,604 | $334K |
| Choreo, LLC | 0.00% | Add +8.3% | 8,354 | $323K |
| Optimize Financial Inc. | 0.16% | New | 8,190 | $317K |
| Counterpoint Mutual Funds LLC | 0.04% | New | 7,648 | $296K |
| PNC Financial Services Group, Inc. | 0.00% | Add +20.3% | 7,419 | $287K |
| Pictet Asset Management Holding SA | 0.00% | Add +17.1% | 7,328 | $284K |
| Dynamic Technology Lab Private Ltd | 0.04% | New | 6,982 | $270K |
| Swiss Life Asset Management Ltd | 0.00% | Add +14.5% | 6,555 | $254K |
| ProShare Advisors LLC | 0.00% | Reduce -30.4% | 6,495 | $251K |
| Meeder Asset Management Inc. | 0.01% | New | 6,294 | $244K |
| Maryland State Retirement & Pension System | 0.00% | New | 6,158 | $238K |
| Bank of Montreal | 0.00% | Reduce -39.7% | 6,009 | $233K |
| Vanguard Personalized Indexing Management, LLC | 0.00% | Add +12.2% | 6,004 | $232K |
| New Age Alpha Advisors, LLC | 0.01% | Reduce -2.0% | 5,727 | $222K |
| Merit Financial Group, LLC | 0.00% | New | 5,545 | $215K |
| Lido Advisors, LLC | 0.00% | Reduce -33.3% | 5,381 | $208K |
| Tower Research Capital LLC (TRC) | 0.01% | Reduce -61.6% | 5,346 | $207K |
| Higgins & Schmidt Wealth Strategies LLC | 0.09% | No change | 5,258 | $204K |
| Perpetual Ltd | 0.00% | New | 5,203 | $201K |
| Westpac Banking Corp. | 0.01% | New | 4,894 | $189K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 4,788 | $185K |
| US Bancorp \de | 0.00% | Reduce -13.0% | 4,126 | $160K |
| United Community Bank | 0.05% | New | 4,100 | $159K |
| Ameritas Investment Partners, Inc. | 0.00% | Reduce -69.8% | 3,383 | $131K |
| Ensign Peak Advisors, Inc | 0.00% | No change | 2,605 | $101K |
| Rothschild Investment LLC | 0.01% | Add +153.6% | 2,571 | $100K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -47.5% | 1,912 | $74K |
| Pinnacle Wealth Planning Services, Inc. | 0.01% | Add +433.8% | 1,783 | $69K |
| GAMMA Investing LLC | 0.00% | Add +219.6% | 1,732 | $67K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 1,822 | $64K |
| Royal Bank of Canada | 0.00% | Reduce -29.2% | 1,562 | $61K |
| KBC Group NV | 0.00% | No change | 1,542 | $60K |
| Nomura Asset Management Co. Ltd. | 0.00% | Add +124.2% | 1,480 | $57K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +112.3% | 1,414 | $55K |
| Sterling Capital Management LLC | 0.00% | Reduce -42.5% | 1,381 | $53K |
| MAI Capital Management | 0.00% | Add +130.2% | 1,326 | $51K |
| Versant Capital Management, Inc | 0.01% | Add +267.9% | 1,306 | $51K |
| Parkside Financial Bank & Trust | 0.00% | Add +1390.5% | 1,252 | $48K |
| Hantz Financial Services, Inc. | 0.00% | Reduce -7.3% | 1,212 | $47K |
| Osaic Holdings, Inc. | 0.00% | Add +33.6% | 1,003 | $39K |
| Rockefeller Capital Management L.P. | 0.00% | Add +39.0% | 952 | $37K |
| UMB Bank, n.a. | 0.00% | Add +100.7% | 867 | $34K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Add +32.9% | 833 | $32K |
| Allworth Financial LP | 0.00% | Add +95.4% | 813 | $31K |
| Quadrant Capital Group LLC | 0.00% | Reduce -12.1% | 795 | $31K |
| Jones Financial Companies LLLP | 0.00% | Add +167.8% | 766 | $29K |
| Salomon & Ludwin, LLC | 0.00% | New | 715 | $28K |
| Matrix Trust Co | 0.00% | New | 509 | $20K |
| Wilmington Savings Fund Society, FSB | 0.00% | Reduce -80.0% | 500 | $19K |
| IFP Advisors, Inc | 0.00% | Add +1134.2% | 469 | $18K |
| Nvest Wealth Strategies, Inc. | 0.01% | No change | 466 | $18K |
| Parallel Advisors, LLC | 0.00% | Reduce -67.3% | 454 | $18K |
| Root Financial Partners, LLC | 0.00% | Add +1172.4% | 369 | $14K |
| Essential Partners LLC | 0.00% | Reduce -42.2% | 360 | $14K |
| True Wealth Design, LLC | 0.00% | Add +604.5% | 310 | $12K |
| Barrow Hanley Mewhinney & Strauss LLC | 0.00% | Add +7.7% | 309 | $12K |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 285 | $11K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -23.0% | 264 | $10K |
| Los Angeles Capital Management LLC | 0.00% | No change | 250 | $10K |
| Signaturefd, LLC | 0.00% | Add +17.1% | 246 | $10K |
| SouthState Bank Corp | 0.00% | No change | 203 | $8K |
| Arax Advisory Partners | 0.00% | Reduce -15.0% | 210 | $8K |
| Smartleaf Asset Management LLC | 0.00% | Add +37.8% | 186 | $7K |
| Smithfield Trust Co | 0.00% | No change | 185 | $7K |
| Advisory Services Network, LLC | 0.00% | New | 172 | $7K |
| Advisors Asset Management, Inc. | 0.00% | Reduce -39.1% | 171 | $7K |
| Quent Capital, LLC | 0.00% | Add +310.3% | 160 | $6K |
| First Horizon Corp. | 0.00% | Reduce -59.9% | 145 | $6K |
| Covestor Ltd | 0.00% | Reduce -44.6% | 123 | $5K |
| Wealth Preservation Advisors, LLC | 0.00% | New | 98 | $4K |
| Keating Financial Advisory Services, Inc. | 0.00% | Add +8900.0% | 90 | $3K |
| Northwestern Mutual Wealth Management Co. | 0.00% | No change | 57 | $2K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 55 | $2K |
| Godfrey Financial Associates, Inc. | 0.00% | No change | 52 | $2K |
| CVA Family Office, LLC | 0.00% | New | 51 | $2K |
| CENTRAL TRUST Co | 0.00% | No change | 45 | $2K |
| Farmers & Merchants Investments Inc. | 0.00% | No change | 40 | $2K |
| Quarry LP | 0.00% | Reduce -92.4% | 38 | $1K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 38 | $1K |
| Basecamp Wealth Advisors LLC | 0.00% | New | 32 | $1K |
| Bell Investment Advisors, Inc | 0.00% | No change | 31 | $1K |
| SJS Investment Consulting Inc. | 0.00% | New | 27 | $1K |
| Harbour Investments, Inc. | 0.00% | New | 25 | $984 |
| Owl Creek Wealth Partners LLC | 0.00% | — | 25 | $968 |
| Sunbelt Securities, Inc. | 0.00% | Reduce -60.9% | 18 | $697 |
| Ankerstar Wealth, LLC | 0.00% | New | 14 | $542 |
| Blue Trust, Inc. | 0.00% | No change | 13 | $503 |
| WPG Advisers, LLC | 0.00% | No change | 12 | $465 |
| Mather Group, Llc. | 0.00% | New | 12 | $465 |
| TD Waterhouse Canada Inc. | 0.00% | No change | 12 | $462 |
| Bruce G. Allen Investments, LLC | 0.00% | Add +37.5% | 11 | $426 |
| Gilpin Wealth Management, LLC | 0.00% | New | 11 | $426 |
| SBI Securities Co., Ltd. | 0.00% | Add +1000.0% | 11 | $426 |
| JFS Wealth Advisors, LLC | 0.00% | No change | 10 | $388 |
| Torren Management, LLC | 0.00% | Reduce -99.0% | 7 | $271 |
| TD Private Client Wealth LLC | 0.00% | New | 7 | $271 |
| Fortitude Family Office, LLC | 0.00% | Reduce -37.5% | 5 | $194 |
| Vermillion Wealth Management, Inc. | 0.00% | New | 4 | $155 |
| MV Capital Management, Inc. | 0.00% | Reduce -93.5% | 4 | $155 |
| DiNuzzo Private Wealth, Inc. | 0.00% | Add +100.0% | 2 | $78 |
| Huntington National Bank | 0.00% | No change | 1 | $39 |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -98.2% | 1 | $39 |
"% of holder's portfolio" is EFOR's weight in each manager's 13F, not the share of Everforth Inc. the manager owns.