CUSIP 97717Y527FLOATNG RAT TREAUSFRQ4 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 | Morgan Stanley | 16.65M | $838.01M |
| 2 | Bank Of America Corp /De/ | 14.38M | $723.73M |
| 3 | Lpl Financial LLC | 12.85M | $646.84M |
| 4 | Summit Trail Advisors, LLC | 8.60M | $432.53M |
| 5 | Newedge Wealth, LLC | 8.33M | $419.19M |
| 6 | Captrust Financial Advisors | 7.20M | $362.12M |
| 7 | Raymond James Financial Inc | 7.11M | $357.65M |
| 8 | Ubs Group AG | 5.63M | $283.49M |
| 9 |
| 5.31M |
| $267.00M |
| 10 | Wells Fargo & Company/Mn | 3.34M | $167.90M |