CUSIP 97717W588US LARGECAP FUNDEPSQ4 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 | Fiduciary Trust Co | 1.90M | $134.38M |
| 2 | Lpl Financial LLC | 1.43M | $101.50M |
| 3 | Morgan Stanley | 899.8K | $63.76M |
| 4 | Garrett Wealth Advisory Group, LLC | 823.2K | $58.33M |
| 5 | Lido Advisors, LLC | 830.5K | $57.25M |
| 6 | Private Advisor Group, LLC | 658.7K | $46.68M |
| 7 | Cetera Investment Advisers | 611.5K | $43.33M |
| 8 | Team Financial Group, LLC | 447.5K | $31.71M |
| 9 |
| Financial Gravity Asset Management, Inc. |
| 276.1K |
| $19.56M |
| 10 | Ieq Capital, LLC | 265.2K | $18.79M |