CUSIP 97717W471BLMBG US BULLUSDUQ4 2025
Aggregate 13F value by quarter
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49 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Commonwealth Equity Services, LLC | 583.2K | $15.05M | +583.2K | New |
| 2 | Genwealth Group, Inc. | 580.4K | $14.99M | −57.9K | Reduced |
| 3 | Osborne Partners Capital Management, LLC | 513.2K | $13.24M | +938 | Added |
| 4 | Advyzon Investment Management, LLC | 404.4K | $10.43M |
| +305.3K |
| Added |
| 5 | Ausdal Financial Partners, Inc. | 378.2K | $9.76M | +248.5K | Added |
| 6 | Bank Of New York Mellon Corp | 342.0K | $8.82M | +342.0K | New |
| 7 | Susquehanna International Group, LLP | 285.0K | $7.35M | +248.8K | Added |
| 8 | Maridea Wealth Management LLC | 225.4K | $5.82M | +99.5K | Added |
| 9 | Summit Place Financial Advisors, LLC | 201.0K | $5.19M | −4.6K | Reduced |
| 10 | Morgan Stanley | 197.3K | $5.09M | +35.4K | Added |
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