CUSIP 97717Y790US EFFICIENT CORNTSXQ4 2025
1 filings · latest Mar 12, 2026
| # | Filed | Reporting Person | Form | % of Class | Shares | Filing |
|---|---|---|---|---|---|---|
| 1 | Mar 12, 2026 | Halbert Hargrove Global Advisors, LLC | 13G | 24.5% | 5.70M | SEC |
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Halbert Hargrove Global Advisors, LLC | 5.44M | $298.23M |
| 2 | Wealthcare Advisory Partners LLC | 932.7K | $51.12M |
| 3 | Onedigital Investment Advisors LLC | 702.7K | $38.51M |
| 4 | Rational Advisors, Inc. | 646.1K | $35.41M |
| 5 | Cetera Investment Advisers | 561.9K | $30.80M |
| 6 | Professional Financial Advisors, LLC | 488.3K | $26.77M |
| 7 | Wealth Enhancement Advisory Services, LLC | 477.7K | $26.57M |
| 8 | Wj Interests, LLC | 463.8K | $25.42M |
| 9 |
| 46 Peaks LLC |
| 428.5K |
| $23.49M |
| 10 | Lpl Financial LLC | 335.0K | $18.36M |