CUSIP 97717X511YIELD ENHANCD USAGGYQ4 2025
Aggregate 13F value by quarter
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164 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Bank Of America Corp /De/ | 2.33M | $102.58M | +105.7K | Added |
| 2 | Lpl Financial LLC | 1.48M | $65.07M | +220.8K | Added |
| 3 | Mercer Global Advisors Inc /Adv | 1.31M | $57.80M | +151.5K | Added |
| 4 | Hightower Advisors, LLC | 709.8K | $31.26M |
| −106.0K |
| Reduced |
| 5 | Prestige Wealth Management Group LLC | 634.7K | $27.96M | +87 | Added |
| 6 | Savant Capital, LLC | 597.3K | $26.31M | −15.6K | Reduced |
| 7 | Ubs Group AG | 540.5K | $23.81M | +32.5K | Added |
| 8 | Private Advisor Group, LLC | 413.2K | $18.20M | +17.5K | Added |
| 9 | First Foundation Advisors | 310.1K | $13.66M | −23.2K | Reduced |
| 10 | Ameriprise Financial Inc | 284.1K | $12.52M | +6.2K | Added |
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