CUSIP 97717W562US SMALLCAP FUNDEESQ4 2025
Aggregate 13F value by quarter
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161 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Morgan Stanley | 733.1K | $41.74M | −28.2K | Reduced |
| 2 | Ubs Group AG | 720.6K | $41.02M | −10.5K | Reduced |
| 3 | Lpl Financial LLC | 580.2K | $33.03M | +28.9K | Added |
| 4 | Bank Of America Corp /De/ | 546.3K | $31.10M |
| Reduced |
| 5 | Ameriprise Financial Inc | 463.9K | $26.41M | −4.2K | Reduced |
| 6 | Cetera Investment Advisers | 377.0K | $21.46M | +10.8K | Added |
| 7 | Key Financial Inc | 284.0K | $16.17M | +8.6K | Added |
| 8 | Shore Point Advisors, LLC | 263.7K | $15.01M | −739 | Reduced |
| 9 | Savant Capital, LLC | 182.6K | $10.40M | −18.0K | Reduced |
| 10 | Raymond James Financial Inc | 174.3K | $9.92M | +6.5K | Added |
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