CUSIP 97717W380INTRST RATE HDGEAGZDQ4 2025
4 filings · latest Aug 18, 2025
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Lpl Financial LLC | 391.7K | $8.81M |
| 2 | Mcadam, LLC | 284.4K | $6.40M |
| 3 | Envestnet Asset Management Inc | 275.6K | $6.20M |
| 4 | Bank Of America Corp /De/ | 196.4K | $4.42M |
| 5 | Captrust Financial Advisors | 194.3K | $4.37M |
| 6 | Modern Wealth Management, LLC | 152.0K | $3.42M |
| 7 | Trilogy Capital Inc. | 141.9K | $3.19M |
| 8 | Sykon Capital LLC | 106.7K | $2.40M |
| 9 |
| 4 | Nov 14, 2024 | Win Advisors, Inc | 13G | 5.8% | 459.1K | SEC |
| Silver Oak Securities, Incorporated |
| 86.4K |
| $1.94M |
| 10 | Sigma Planning Corp | 74.2K | $1.67M |