CUSIP 97717W281EMG MKTS SMCAPDGSQ4 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 | Creative Planning | 4.52M | $258.52M |
| 2 | Bank Of America Corp /De/ | 1.16M | $66.63M |
| 3 | National Bank Of Canada /Fi/ | 577.4K | $32.98M |
| 4 | Morgan Stanley | 523.6K | $29.97M |
| 5 | Hightower Advisors, LLC | 511.0K | $29.25M |
| 6 | Lpl Financial LLC | 444.5K | $25.44M |
| 7 | Unison Advisors LLC | 444.5K | $25.44M |
| 8 | Envestnet Asset Management Inc | 414.6K | $23.73M |
| 9 |
| Captrust Financial Advisors |
| 400.3K |
| $22.91M |
| 10 | Osaic Holdings, Inc. | 374.6K | $21.44M |