CUSIP 97717Y477US QUALITY GROWQGRWQ4 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 | Retirement Planning Group, LLC | 4.21M | $247.25M |
| 2 | Hightower Advisors, LLC | 3.47M | $203.84M |
| 3 | Lpl Financial LLC | 2.82M | $165.32M |
| 4 | Trust Point Inc. | 2.62M | $153.74M |
| 5 | Morgan Stanley | 2.34M | $137.56M |
| 6 | Bank Of America Corp /De/ | 1.57M | $92.38M |
| 7 | Private Advisor Group, LLC | 1.15M | $67.67M |
| 8 | Rvw Wealth, LLC | 1.08M | $63.49M |
| 9 |
| 723.5K |
| $42.45M |
| 10 | Horizon Wealth Management, LLC | 515.0K | $30.21M |