CUSIP 97717X594ITL HDG QTLY DIVIHDGQ4 2025
Aggregate 13F value by quarter
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242 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Lpl Financial LLC | 4.24M | $206.54M | −286.2K | Reduced |
| 2 | Morgan Stanley | 3.40M | $165.54M | −66.2K | Reduced |
| 3 | Bank Of America Corp /De/ | 2.62M | $127.30M | −67.3K | Reduced |
| 4 | Raymond James Financial Inc | 1.68M | $81.53M |
| +102.5K |
| Added |
| 5 | Ameritas Advisory Services, LLC | 1.13M | $54.74M | +1.12M | Added |
| 6 | Creative Planning | 973.1K | $47.35M | −31.7K | Reduced |
| 7 | Falcon Wealth Planning | 860.5K | $41.87M | +35.9K | Added |
| 8 | Ubs Group AG | 850.5K | $41.38M | −112.2K | Reduced |
| 9 | Stifel Financial Corp | 817.7K | $39.79M | −26.9K | Reduced |
| 10 | Envestnet Asset Management Inc | 743.9K | $36.20M | −25.4K | Reduced |
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