CUSIP 97717W307US LARGECAP DIVDDLNQ4 2025
Aggregate 13F value by quarter
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449 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Pnc Financial Services Group, Inc. | 3.85M | $339.22M | −48.3K | Reduced |
| 2 | Lpl Financial LLC | 3.58M | $314.92M | +99.8K | Added |
| 3 | Morgan Stanley | 2.86M | $252.02M | −4.5K | Reduced |
| 4 | Focus Partners Wealth | 2.58M | $227.17M |
| +116.3K |
| Added |
| 5 | Ameriprise Financial Inc | 1.78M | $156.46M | −278.6K | Reduced |
| 6 | Creative Planning | 1.39M | $122.07M | −18.5K | Reduced |
| 7 | Ubs Group AG | 1.36M | $119.74M | −173 | Reduced |
| 8 | Great Valley Advisor Group, Inc. | 1.29M | $113.60M | +94.9K | Added |
| 9 | Bank Of America Corp /De/ | 1.14M | $100.61M | −17.6K | Reduced |
| 10 | Trilogy Capital Inc. | 1.12M | $98.45M | −363 | Reduced |
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