Everforth Inc (EFOR) — Institutional Holders, Q2 2026 (page 3)
248 institutional investment managers reported a EFOR position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $774.4M. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 201 to 248. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
EFOR 13F holders ranked 201–248 of 248
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 201 | Strategic Wealth Partners, Ltd.#201 · 285 sh | 285 | $5.1K | <0.01% | 0.0% |
| 202 | MassMutual Private Wealth & , FSB#202 · 284 sh | 284 | $5.1K | — | New |
| 203 | JONES FINANCIAL COMPANIES LLLP#203 · 244 sh | 244 | $4.8K | 0.00% | -68.1% |
| 204 | LOS ANGELES CAPITAL MANAGEMENT#204 · 250 sh | 250 | $4.5K | 0.00% | 0.0% |
| 205 | Owl Creek Wealth Partners#205 · 250 sh | 250 | $4.5K | — | +900.0% |
| 206 | SouthState Bank#206 · 203 sh | 203 | $3.6K | <0.01% | 0.0% |
| 207 | Smartleaf Asset Management#207 · 186 sh | 186 | $3.5K | <0.01% | 0.0% |
| 208 | UMB Bank, n.a.#208 · 190 sh | 190 | $3.4K | 0.00% | -78.1% |
| 209 | Keating Financial Advisory Services#209 · 172 sh | 172 | $3.1K | <0.01% | +91.1% |
| 210 | Advisors Asset Management#210 · 171 sh | 171 | $3.1K | 0.00% | 0.0% |
| 211 | Smithfield#211 · 185 sh | 185 | $3.0K | <0.01% | 0.0% |
| 212 | SJS Investment Consulting#212 · 153 sh | 153 | $2.7K | — | +466.7% |
| 213 | Quent Capital#213 · 148 sh | 148 | $2.6K | <0.01% | -7.5% |
| 214 | CoreCap Advisors#214 · 124 sh | 124 | $2.2K | — | New |
| 215 | Clearstead Advisors#215 · 114 sh | 114 | $2.0K | 0.00% | New |
| 216 | SIMPLEX TRADING#216 · 113 sh | 113 | $2.0K | 0.00% | New |
| 217 | Activest Wealth Management#217 · 110 sh | 110 | $2.0K | — | New |
| 218 | Steward Partners Investment Advisory#218 · 100 sh | 100 | $1.8K | 0.00% | New |
| 219 | JPL Wealth Management#219 · 83 sh | 83 | $1.5K | <0.01% | New |
| 220 | Manchester Capital Management#220 · 78 sh | 78 | $1.4K | — | New |
| 221 | Parkside Financial Bank#221 · 70 sh | 70 | $1.3K | — | -94.4% |
| 222 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT#222 · 57 sh | 57 | $1.0K | 0.00% | 0.0% |
| 223 | Quarry#223 · 54 sh | 54 | $965.00 | <0.01% | +42.1% |
| 224 | HARBOUR INVESTMENTS#224 · 53 sh | 53 | $942.00 | 0.00% | +112.0% |
| 225 | Godfrey Financial Associates#225 · 52 sh | 52 | $929.00 | <0.01% | 0.0% |
| 226 | Essential Partners#226 · 40 sh | 40 | $715.00 | — | -88.9% |
| 227 | CENTRAL#227 · 33 sh | 33 | $590.00 | 0.00% | -26.7% |
| 228 | HUNTINGTON NATIONAL BANK#228 · 31 sh | 31 | $554.00 | 0.00% | +3000.0% |
| 229 | JFS WEALTH ADVISORS#229 · 30 sh | 30 | $537.00 | 0.00% | +200.0% |
| 230 | Cornerstone Financial Management#230 · 25 sh | 25 | $447.00 | <0.01% | New |
| 231 | FARMERS & MERCHANTS INVESTMENTS#231 · 20 sh | 20 | $357.00 | — | -50.0% |
| 232 | Pinnacle Wealth Planning Services#232 · 17 sh | 17 | $304.00 | 0.00% | -99.0% |
| 233 | Plante Moran Financial Advisors#233 · 15 sh | 15 | $268.00 | 0.00% | New |
| 234 | Ankerstar Wealth#234 · 13 sh | 13 | $232.00 | <0.01% | -7.1% |
| 235 | WPG Advisers#235 · 12 sh | 12 | $214.00 | <0.01% | 0.0% |
| 236 | TD Waterhouse Canada#236 · 12 sh | 12 | $211.00 | — | 0.0% |
| 237 | Bell Investment Advisors#237 · 10 sh | 10 | $179.00 | 0.00% | -67.7% |
| 238 | Hughes Financial Services#238 · 8 sh | 8 | $143.00 | 0.00% | New |
| 239 | GILPIN WEALTH MANAGEMENT#239 · 6 sh | 6 | $108.00 | — | -45.5% |
| 240 | Creative Capital Management Investments#240 · 6 sh | 6 | $107.00 | 0.00% | New |
| 241 | HFM Investment Advisors#241 · 3 sh | 3 | $54.00 | 0.00% | New |
| 242 | Davis Capital Management#242 · 2 sh | 2 | $36.00 | — | New |
| 243 | Freestone Grove Partners#243 · 2 sh | 2 | $36.00 | 0.00% | New |
| 244 | Global Retirement Partners#244 · 1 sh | 1 | $18.00 | 0.00% | — |
| 245 | SBI Securities , Ltd.#245 · 1 sh | 1 | $18.00 | — | -90.9% |
| 246 | DecisionPoint Financial#246 · 1 sh | 1 | $18.00 | 0.00% | New |
| 247 | Private Wealth Management Group#247 · 1 sh | 1 | $18.00 | — | New |
| 248 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM#248 · 50,602 sh | 50,602 | — | — | -2.6% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.