CUSIP 97717W505US MIDCAP DIVIDDONQ4 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/ | 4.68M | $241.37M |
| 2 | Morgan Stanley | 2.37M | $122.55M |
| 3 | Lpl Financial LLC | 1.95M | $100.61M |
| 4 | Linscomb Wealth, Inc. | 1.84M | $95.18M |
| 5 | Ubs Group AG | 1.73M | $89.32M |
| 6 | Creative Planning | 1.52M | $78.36M |
| 7 | Ameriprise Financial Inc | 1.38M | $71.28M |
| 8 | Jones Financial Companies Lllp | 1.35M | $69.52M |
| 9 | Raymond James Financial Inc |
| 1.11M |
| $57.53M |
| 10 | Wells Fargo & Company/Mn | 998.4K | $51.52M |