CUSIP 97717W802ITL HIGH DIV FDDTHQ4 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 | Bank Of America Corp /De/ | 1.42M | $73.10M |
| 2 | Morgan Stanley | 826.4K | $42.65M |
| 3 | Lpl Financial LLC | 780.0K | $40.25M |
| 4 | Mariner, LLC | 399.0K | $20.59M |
| 5 | Stonebridge Wealth Management, LLC | 147.7K | $7.62M |
| 6 | Freedom Day Solutions, LLC | 139.4K | $7.20M |
| 7 | Beacon Pointe Advisors, LLC | 125.7K | $6.48M |
| 8 | Wealthspire Advisors, LLC | 119.8K | $6.18M |
| 9 |
| Raymond James Financial Inc |
| 104.7K |
| $5.41M |
| 10 | Cahill Financial Advisors Inc | 99.0K | $5.11M |