CUSIP 97717Y477US QUALITY GROWQGRWQ4 2025
Aggregate 13F value by quarter
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130 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Retirement Planning Group, LLC | 4.21M | $247.25M | +120.2K | Added |
| 2 | Hightower Advisors, LLC | 3.47M | $203.84M | +117.4K | Added |
| 3 | Lpl Financial LLC | 2.82M | $165.32M | +230.2K | Added |
| 4 | Trust Point Inc. | 2.62M | $153.74M |
| −17.4K |
| Reduced |
| 5 | Morgan Stanley | 2.34M | $137.56M | +83.2K | Added |
| 6 | Bank Of America Corp /De/ | 1.57M | $92.38M | +27.8K | Added |
| 7 | Private Advisor Group, LLC | 1.15M | $67.67M | +252.9K | Added |
| 8 | Rvw Wealth, LLC | 1.08M | $63.49M | −82.6K | Reduced |
| 9 | Empirical Financial Services, LLC D.B.A. Empirical Wealth Management | 723.5K | $42.45M | +718.8K | Added |
| 10 | Horizon Wealth Management, LLC | 515.0K | $30.21M | +515.0K | New |
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