CUSIP 97717W331NEW ECON REAL ESWTREQ4 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 | Bank Of America Corp /De/ | 31.7K | $674.2K |
| 2 | Lpl Financial LLC | 21.2K | $452.0K |
| 3 | Ae Wealth Management LLC | 14.7K | $312.5K |
| 4 | Morgan Stanley | 2.4K | $50.6K |
| 5 | Osaic Holdings, Inc. | 1.8K | $37.7K |
| 6 | Wells Fargo & Company/Mn | 1.7K | $36.4K |
| 7 | Murphy & Mullick Capital Management Corp | 1.3K | $27.1K |
| 8 | Farther Finance Advisors, LLC | 1.1K | $23.4K |
| 9 |
| Ubs Group AG |
| 141 |
| $3.0K |
| 10 | Geneos Wealth Management Inc. | 102 | $2.2K |