CUSIP 97717W760INTL SMCAP DIVDLSQ4 2025
Aggregate 13F value by quarter
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193 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Savant Capital, LLC | 775.1K | $62.79M | −29.6K | Reduced |
| 2 | Bip Wealth, LLC | 270.9K | $21.94M | +1.5K | Added |
| 3 | Lri Investments, LLC | 195.8K | $15.86M | −3.9K | Reduced |
| 4 | Bank Of America Corp /De/ | 182.1K | $14.75M |
| +3.0K |
| Added |
| 5 | Morgan Stanley | 160.7K | $13.02M | −20.0K | Reduced |
| 6 | Hightower Advisors, LLC | 115.1K | $9.33M | −1.9K | Reduced |
| 7 | Raymond James Financial Inc | 108.7K | $8.80M | −688 | Reduced |
| 8 | Mai Capital Management | 97.3K | $7.88M | −1.8K | Reduced |
| 9 | Osaic Holdings, Inc. | 92.7K | $7.51M | −809 | Reduced |
| 10 | Compound Planning, Inc. | 85.4K | $6.92M | −7.0K | Reduced |
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