CUSIP 97717W588US LARGECAP FUNDEPSQ4 2025
Aggregate 13F value by quarter
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158 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Fiduciary Trust Co | 1.90M | $134.38M | −221.1K | Reduced |
| 2 | Lpl Financial LLC | 1.43M | $101.50M | +85.4K | Added |
| 3 | Morgan Stanley | 899.8K | $63.76M | −13.2K | Reduced |
| 4 | Garrett Wealth Advisory Group, LLC | 823.2K | $58.33M |
| +16.4K |
| Added |
| 5 | Lido Advisors, LLC | 830.5K | $57.25M | −1.6K | Reduced |
| 6 | Private Advisor Group, LLC | 658.7K | $46.68M | +37.7K | Added |
| 7 | Cetera Investment Advisers | 611.5K | $43.33M | +58.6K | Added |
| 8 | Team Financial Group, LLC | 447.5K | $31.71M | −4.3K | Reduced |
| 9 | Financial Gravity Asset Management, Inc. | 276.1K | $19.56M | +12.1K | Added |
| 10 | Ieq Capital, LLC | 265.2K | $18.79M | 0 | Held |
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