Filing Research | EFOR - EVERFORTH INC Institutional Holdings

Snapshot holdings

36 / 36 loaded

#		Instrument	quantity
1	EXCHANGE TRADED CONCEPTS, LLC	Shares	87.6KSH	$1.6M
2	DRIVE WEALTH MANAGEMENT, LLC	Shares	46.7KSH	$835.0K
3	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	31.0KSH	$543.3K
4	Wedmont Private Capital	Shares	30.1KSH	$527.3K
5	Merit Financial Group, LLC	Shares	26.9KSH	$480.6K
6	Robeco Institutional Asset Management B.V.	Shares	20.9KSH	$372.9K
7	Louisiana State Employees Retirement System	Shares	18.0KSH	$321.7K
8	Abacus Wealth Partners, LLC	Shares	13.9KSH	$248.7K
9	SummerHaven Investment Management, LLC	Shares	13.9KSH	$248.7K
10	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	12.2KSH	$217.9K
11	Police & Firemen's Retirement System of New Jersey	Shares	11.7KSH	$208.6K
12	Curated Wealth Partners LLC	Shares	27.1KSH	$192.5K
13	GAMMA Investing LLC	Shares	2.9KSH	$51.1K
14	Versant Capital Management, Inc	Shares	2.7KSH	$47.6K
15	SIGNATUREFD, LLC	Shares	2.6KSH	$46.6K
16	EverSource Wealth Advisors, LLC	Shares	814SH	$14.5K
17	IFP Advisors, Inc	Shares	489SH	$8.7K
18	Nvest Wealth Strategies, Inc.	Shares	466SH	$8.3K
19	Farther Finance Advisors, LLC	Shares	377SH	$6.8K
20	True Wealth Design, LLC	Shares	328SH	$5.9K
21	MassMutual Private Wealth & Trust, FSB	Shares	284SH	$5.1K
22	Owl Creek Wealth Partners LLC	Shares	250SH	$4.5K
23	SJS Investment Consulting Inc.	Shares	153SH	$2.7K
24	CoreCap Advisors, LLC	Shares	124SH	$2.2K
25	Activest Wealth Management	Shares	110SH	$2.0K
26	NEW YORK STATE TEACHERS RETIREMENT SYSTEM	Shares	49.6KSH	$886
27	JFS WEALTH ADVISORS, LLC	Shares	30SH	$537
28	FARMERS & MERCHANTS INVESTMENTS INC	Shares	20SH	$357
29	State of Alaska, Department of Revenue	Shares	15.6KSH	$278
30	AMALGAMATED BANK	Shares	11.0KSH	$197
31	Handelsbanken Fonder AB	Shares	10.7KSH	$192
32	Hughes Financial Services, LLC	Shares	8SH	$143
33	GILPIN WEALTH MANAGEMENT, LLC	Shares	6SH	$108
34	Creative Capital Management Investments LLC	Shares	6SH	$107
35	Davis Capital Management	Shares	2SH	$36
36	SBI Securities Co., Ltd.	Shares	1SH	$18

Manager changes2026-06-30 vs 2026-03-31

50 / 53 loaded

#		Instrument
1	EXCHANGE TRADED CONCEPTS, LLC new	Shares	+87.6K	+$1.6M	$1.6M
2	DRIVE WEALTH MANAGEMENT, LLC new	Shares	+46.7K	+$835.0K	$835.0K
3	Wedmont Private Capital new	Shares	+30.1K	+$527.3K	$527.3K
4	Merit Financial Group, LLC added	Shares	+21.3K	+$265.9K	$480.6K
5	Abacus Wealth Partners, LLC new	Shares	+13.9K	+$248.7K	$248.7K
6	Curated Wealth Partners LLC new	Shares	+27.1K	+$192.5K	$192.5K
7	SIGNATUREFD, LLC added	Shares	+2.4K	+$37.1K	$46.6K
8	MassMutual Private Wealth & Trust, FSB added	Shares	+283	+$5.0K	$5.1K
9	Owl Creek Wealth Partners LLC added	Shares	+225	+$3.5K	$4.5K
10	CoreCap Advisors, LLC new	Shares	+124	+$2.2K	$2.2K
11	Activest Wealth Management added	Shares	+110	+$2.0K	$2.0K
12	SJS Investment Consulting Inc. added	Shares	+126	+$1.7K	$2.7K
13	JFS WEALTH ADVISORS, LLC added	Shares	+20	+$149	$537
14	Hughes Financial Services, LLC new	Shares	+8	+$143	$143
15	Creative Capital Management Investments LLC new	Shares	+6	+$107	$107
16	Davis Capital Management new	Shares	+2	+$36	$36
17	Matrix Trust Co exited	Shares	-509	-$20	$0
18	DiNuzzo Private Wealth, Inc. exited	Shares	-2	-$78	$0
19	Vermillion Wealth Management, Inc. exited	Shares	-4	-$155	$0
20	Fortitude Family Office, LLC exited	Shares	-5	-$194	$0
21	Handelsbanken Fonder AB unchanged	Shares	0	-$223	$192
22	Torren Management, LLC exited	Shares	-7	-$271	$0
23	AMALGAMATED BANK trimmed	Shares	-1.3K	-$278	$197
24	GILPIN WEALTH MANAGEMENT, LLC trimmed	Shares	-5	-$318	$108
25	SBI Securities Co., Ltd. trimmed	Shares	-10	-$408	$18
26	Blue Trust, Inc. exited	Shares	-13	-$503	$0
27	State of Alaska, Department of Revenue trimmed	Shares	-7.6K	-$618	$278
28	NEW YORK STATE TEACHERS RETIREMENT SYSTEM added	Shares	+254	-$1.0K	$886
29	FARMERS & MERCHANTS INVESTMENTS INC trimmed	Shares	-20	-$1.2K	$357
30	GHP Investment Advisors, Inc. exited	Shares	-55	-$2.1K	$0
31	Versant Capital Management, Inc added	Shares	+1.4K	-$3.0K	$47.6K
32	Farther Finance Advisors, LLC added	Shares	+113	-$3.4K	$6.8K
33	FIRST HORIZON CORP exited	Shares	-145	-$5.6K	$0
34	True Wealth Design, LLC added	Shares	+18	-$6.1K	$5.9K
35	IFP Advisors, Inc added	Shares	+20	-$9.4K	$8.7K
36	Nvest Wealth Strategies, Inc. unchanged	Shares	0	-$9.7K	$8.3K
37	GAMMA Investing LLC added	Shares	+1.1K	-$16.0K	$51.1K
38	EverSource Wealth Advisors, LLC trimmed	Shares	-600	-$40.2K	$14.5K
39	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+5.4K	-$45.2K	$543.3K
40	Perpetual Ltd exited	Shares	-5.2K	-$201.4K	$0
41	Higgins & Schmidt Wealth Strategies LLC exited	Shares	-5.3K	-$203.5K	$0
42	Police & Firemen's Retirement System of New Jersey unchanged	Shares	0	-$243.3K	$208.6K
43	YOUSIF CAPITAL MANAGEMENT, LLC trimmed	Shares	-615	-$277.9K	$217.9K
44	SummerHaven Investment Management, LLC unchanged	Shares	0	-$290.0K	$248.7K
45	Counterpoint Mutual Funds LLC exited	Shares	-7.6K	-$296.1K	$0
46	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS exited	Shares	-10.6K	-$408.7K	$0
47	NorthCrest Asset Manangement, LLC exited	Shares	-10.5K	-$409.3K	$0
48	Louisiana State Employees Retirement System trimmed	Shares	-900	-$410.0K	$321.7K
49	Robeco Institutional Asset Management B.V. unchanged	Shares	0	-$434.9K	$372.9K
50	HIGHLAND CAPITAL MANAGEMENT, LLC exited	Shares	-12.3K	-$474.9K	$0

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