End-of-day close from stored market data, not a live quote.
Sign in to see your position size
We’ll show you if HERD is in your portfolio and how much it contributes.
Sign inLoading market dates
No upcoming ex-dividend date announced
No 8-K filings in the last 30 days.
2 top institutions tracked
Sentiment: unknown
No recent insider trades detected.
Red flags: 0
44 filers reported a long position in HERD for Q2 2026. 13-F holdings are filed up to 45 days after the quarter ends.
| Holder | Value | Shares | Shares vs Q1 2026 |
|---|---|---|---|
| Rockefeller Capital Management L.P. | $14.5M | 308.5K | +2.2% |
| ENVESTNET ASSET MANAGEMENT INC | $11.9M | 253.9K | +3% |
| LPL Financial LLC | $10.7M | 226.5K | +4.2% |
| Cetera Investment Advisers | $10.1M | 213.9K | +1.3% |
| RAYMOND JAMES FINANCIAL INC | $6.7M | 142.1K | +53.1% |
| OSAIC HOLDINGS, INC. | $5.4M | 114.5K | +8.7% |
| Clear Creek Financial Management, LLC | $3.9M | 82K | +6.1% |
| Centric Wealth Management | $3.1M | 64.9K | Unchanged |
| D.A. DAVIDSON & CO. | $3M | 64.2K | +3.9% |
| Advisory Resource Group | $1.8M | 38.6K | -2.1% |
Unlock detailed insider transactions, institutional holder changes, factor exposures, and personalized alerts. Start free with your own portfolio.