CUSIP 97717W125FUTRE STRAT FDWTMFQ4 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 | Morgan Stanley | 1.13M | $42.99M |
| 2 | Onedigital Investment Advisors LLC | 462.2K | $17.57M |
| 3 | Lpl Financial LLC | 450.4K | $17.12M |
| 4 | Stewardship Advisors, LLC | 279.7K | $10.63M |
| 5 | Cetera Investment Advisers | 262.7K | $9.99M |
| 6 | Earned Wealth Advisors, LLC | 261.7K | $9.95M |
| 7 | Tidemark, LLC | 251.0K | $9.54M |
| 8 | Avestar Capital, LLC | 129.2K | $4.91M |
| 9 |
| Raymond James Financial Inc |
| 63.0K |
| $2.39M |
| 10 | Arkadios Wealth Advisors | 59.9K | $2.28M |