CUSIP 97717X511YIELD ENHANCD USAGGYQ4 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/ | 2.33M | $102.58M |
| 2 | Lpl Financial LLC | 1.48M | $65.07M |
| 3 | Mercer Global Advisors Inc /Adv | 1.31M | $57.80M |
| 4 | Hightower Advisors, LLC | 709.8K | $31.26M |
| 5 | Prestige Wealth Management Group LLC | 634.7K | $27.96M |
| 6 | Savant Capital, LLC | 597.3K | $26.31M |
| 7 | Ubs Group AG | 540.5K | $23.81M |
| 8 | Private Advisor Group, LLC | 413.2K | $18.20M |
| 9 |
| First Foundation Advisors |
| 310.1K |
| $13.66M |
| 10 | Ameriprise Financial Inc | 284.1K | $12.52M |