CUSIP 97717W281EMG MKTS SMCAPDGSQ4 2025
Aggregate 13F value by quarter
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240 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Creative Planning | 4.52M | $258.52M | −440.8K | Reduced |
| 2 | Bank Of America Corp /De/ | 1.16M | $66.63M | +24.2K | Added |
| 3 | National Bank Of Canada /Fi/ | 577.4K | $32.98M | +6.5K | Added |
| 4 | Morgan Stanley | 523.6K | $29.97M |
| +28.5K |
| Added |
| 5 | Hightower Advisors, LLC | 511.0K | $29.25M | +1.2K | Added |
| 6 | Lpl Financial LLC | 444.5K | $25.44M | −22.2K | Reduced |
| 7 | Unison Advisors LLC | 444.5K | $25.44M | +2.5K | Added |
| 8 | Envestnet Asset Management Inc | 414.6K | $23.73M | +14.8K | Added |
| 9 | Captrust Financial Advisors | 400.3K | $22.91M | +13.0K | Added |
| 10 | Osaic Holdings, Inc. | 374.6K | $21.44M | −331 | Reduced |
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