CUSIP 97717W521JPN SCAP HDG EQTOPPJQ4 2025
Aggregate 13F value by quarter
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43 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Berkeley, Inc | 222.9K | $10.34M | +752 | Added |
| 2 | Lpl Financial LLC | 138.7K | $6.43M | +109.8K | Added |
| 3 | Channel Wealth LLC | 91.7K | $4.26M | +91.7K | New |
| 4 | Morgan Stanley | 84.4K | $3.92M | +19.6K |
| Added |
| 5 | Tagstone Capital, Inc. | 54.1K | $2.51M | +12.3K | Added |
| 6 | Gts Securities LLC | 53.6K | $2.49M | +53.6K | New |
| 7 | D.A. Davidson & Co. | 52.4K | $2.43M | +3.9K | Added |
| 8 | Signal Advisors Wealth, LLC | 41.4K | $1.92M | +24.0K | Added |
| 9 | Steward Partners Investment Advisory, LLC | 40.2K | $1.87M | +38.9K | Added |
| 10 | Bank Of America Corp /De/ | 36.9K | $1.71M | −48.5K | Reduced |
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