CUSIP 97717W570US MIDCAP FUNDEZMQ4 2025
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradeQ4 2025
166 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Davenport & Co LLC | 619.6K | $41.39M | +52.3K | Added |
| 2 | Ubs Group AG | 603.5K | $40.32M | −10.3K | Reduced |
| 3 | Bank Of America Corp /De/ | 505.8K | $33.79M | −2.5K | Reduced |
| 4 | Morgan Stanley | 459.3K | $30.68M |
| Reduced |
| 5 | Truist Financial Corp | 374.9K | $25.05M | −15.6K | Reduced |
| 6 | Baird Financial Group, Inc. | 332.6K | $22.22M | +7.9K | Added |
| 7 | Freedom Investment Management, Inc. | 301.5K | $20.14M | −11.0K | Reduced |
| 8 | Cpc Advisors, LLC | 255.5K | $17.07M | +55.6K | Added |
| 9 | Lpl Financial LLC | 249.5K | $16.66M | −720.8K | Reduced |
| 10 | Ieq Capital, LLC | 203.6K | $13.60M | −1.5K | Reduced |
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