CUSIP 97717W430HEDGED HI YLD BDHYZDQ4 2025
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradeQ4 2025
60 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Ubs Group AG | 1.52M | $34.19M | +131.9K | Added |
| 2 | Lpl Financial LLC | 1.48M | $33.38M | +325.5K | Added |
| 3 | Morgan Stanley | 710.3K | $16.00M | −11.9K | Reduced |
| 4 | Envestnet Asset Management Inc | 416.3K | $9.38M |
| Added |
| 5 | B. Riley Wealth Advisors, Inc. | 267.6K | $6.03M | −6.8K | Reduced |
| 6 | Integrated Wealth Concepts LLC | 159.5K | $3.59M | +6.0K | Added |
| 7 | Cetera Investment Advisers | 153.9K | $3.47M | −464 | Reduced |
| 8 | Savvy Advisors, Inc. | 143.0K | $3.22M | +143.0K | New |
| 9 | Mml Investors Services, LLC | 132.6K | $2.99M | +44.3K | Added |
| 10 | Kestra Advisory Services, LLC | 129.7K | $2.92M | +45.8K | Added |
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