13F

Stock

Symmetry Panoramic Tr

Ticker not mapped · held by 7 managers

Reported value

$57.4M

Holders

7

+2 new · −1 exited

Holders’ est. mark

−$1.88M

Price effect on 5 books still in the name

Largest holder

$52.4M

Symmetry Partners, LLC

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
Symmetry Partners, LLC2.1M$52.4M−$1.79MCut−$656.7K
ENVESTNET ASSET MANAGEMENT INC97.8K$2.44MNew
Sequoia Financial Advisors, LLC53.5K$1.33M−$46.6KCut−$46.6K
Kestra Advisory Services, LLC28.3K$705.9K−$24KCut−$6.02K
Prime Capital Investment Advisors, LLC20K$499.7K−$17.5KCut−$20.4K
HARBOUR INVESTMENTS, INC.1.01K$25.1KNew
OSAIC HOLDINGS, INC.267$6.66K−$87Added$4.1K

Who left

Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.