CUSIP 87975E883HEART & HEALTH EHRTSQ4 2025
Schedule 13D (activist) & 13G (passive) 5%+ ownership filings
No 13D/13G filings on record yet
Schedule 13D/13G beneficial-ownership filings from 2020–present are ingested from SEC EDGAR. Coverage expands as the backfill and daily crawler run.
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Sterling Investment Advisors, Ltd. | 134.6K | $4.75M |
| 2 | Corecap Advisors, LLC | 60.7K | $2.14M |
| 3 | Stifel Financial Corp | 33.6K | $1.19M |
| 4 | Royal Bank Of Canada | 19.4K | $684.0K |
| 5 | Ubs Group AG | 13.9K | $489.3K |
| 6 | Brookstone Capital Management | 10.3K | $364.4K |
| 7 | Frazier Financial Advisors, LLC | 1.8K | $61.8K |
| 8 | Kestra Advisory Services, LLC | 777 | $27.4K |
| 9 |
| Safe Harbor Fiduciary, LLC |
| 345 |
| $12.2K |
| 10 | Bank Of America Corp /De/ | 200 | $7.1K |