CUSIP 97717W125FUTRE STRAT FDWTMFQ4 2025
Aggregate 13F value by quarter
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74 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Morgan Stanley | 1.13M | $42.99M | +5.4K | Added |
| 2 | Onedigital Investment Advisors LLC | 462.2K | $17.57M | −13.3K | Reduced |
| 3 | Lpl Financial LLC | 450.4K | $17.12M | +121.3K | Added |
| 4 | Stewardship Advisors, LLC | 279.7K | $10.63M |
| +3.5K |
| Added |
| 5 | Cetera Investment Advisers | 262.7K | $9.99M | +182.0K | Added |
| 6 | Earned Wealth Advisors, LLC | 261.7K | $9.95M | +261.7K | New |
| 7 | Tidemark, LLC | 251.0K | $9.54M | +251.0K | New |
| 8 | Avestar Capital, LLC | 129.2K | $4.91M | −1.8K | Reduced |
| 9 | Raymond James Financial Inc | 63.0K | $2.39M | +39.9K | Added |
| 10 | Arkadios Wealth Advisors | 59.9K | $2.28M | +59.9K | New |
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