CUSIP 97717W562US SMALLCAP FUNDEESQ4 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 | Morgan Stanley | 733.1K | $41.74M |
| 2 | Ubs Group AG | 720.6K | $41.02M |
| 3 | Lpl Financial LLC | 580.2K | $33.03M |
| 4 | Bank Of America Corp /De/ | 546.3K | $31.10M |
| 5 | Ameriprise Financial Inc | 463.9K | $26.41M |
| 6 | Cetera Investment Advisers | 377.0K | $21.46M |
| 7 | Key Financial Inc | 284.0K | $16.17M |
| 8 | Shore Point Advisors, LLC | 263.7K | $15.01M |
| 9 |
| 182.6K |
| $10.40M |
| 10 | Raymond James Financial Inc | 174.3K | $9.92M |