CUSIP 97717W802ITL HIGH DIV FDDTHQ4 2025
Aggregate 13F value by quarter
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102 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 1.42M | $73.10M | +28.3K | Added |
| 2 | Morgan Stanley | 826.4K | $42.65M | +41.8K | Added |
| 3 | Lpl Financial LLC | 780.0K | $40.25M | −71.9K | Reduced |
| 4 | Mariner, LLC | 399.0K | $20.59M |
| Reduced |
| 5 | Stonebridge Wealth Management, LLC | 147.7K | $7.62M | −1.8K | Reduced |
| 6 | Freedom Day Solutions, LLC | 139.4K | $7.20M | +57.4K | Added |
| 7 | Beacon Pointe Advisors, LLC | 125.7K | $6.48M | −3.1K | Reduced |
| 8 | Wealthspire Advisors, LLC | 119.8K | $6.18M | −4.3K | Reduced |
| 9 | Raymond James Financial Inc | 104.7K | $5.41M | +4.3K | Added |
| 10 | Cahill Financial Advisors Inc | 99.0K | $5.11M | +3.3K | Added |
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