CUSIP 97717W794INTL LRGCAP DVDOLQ4 2025
Aggregate 13F value by quarter
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104 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Creative Planning | 2.66M | $175.41M | −19.5K | Reduced |
| 2 | Morgan Stanley | 1.02M | $67.45M | +34.2K | Added |
| 3 | Jpmorgan Chase & Co | 371.6K | $24.47M | +3.0K | Added |
| 4 | Royal Bank Of Canada | 330.4K | $21.75M |
| Reduced |
| 5 | Key Financial Inc | 320.2K | $21.09M | −1.5K | Reduced |
| 6 | Bip Wealth, LLC | 311.0K | $20.48M | +2.5K | Added |
| 7 | Cascade Financial Partners, LLC | 242.8K | $15.99M | +19.0K | Added |
| 8 | Lpl Financial LLC | 237.1K | $15.61M | +18.7K | Added |
| 9 | Bank Of America Corp /De/ | 199.2K | $13.12M | −4.6K | Reduced |
| 10 | M&T Bank Corp | 129.0K | $8.50M | −30.0K | Reduced |
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