CUSIP 97717W604US SMALLCAP DIVDDESQ4 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 | 2.70M | $90.35M |
| 2 | Bank Of America Corp /De/ | 2.44M | $81.63M |
| 3 | Lpl Financial LLC | 1.51M | $50.38M |
| 4 | Ubs Group AG | 1.49M | $49.79M |
| 5 | Creative Planning | 1.36M | $45.58M |
| 6 | M&T Bank Corp | 1.06M | $35.36M |
| 7 | Mercer Global Advisors Inc /Adv | 915.5K | $30.62M |
| 8 | Raymond James Financial Inc | 775.7K | $25.95M |
| 9 | Royal Bank Of Canada |
| 764.0K |
| $25.55M |
| 10 | Wells Fargo & Company/Mn | 729.4K | $24.40M |