CUSIP 97717Y535EMERGING MKT EXCXCQ4 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 | Legacy Financial Advisors, Inc. | 631.9K | $20.50M |
| 2 | Clearwater Capital Advisors, LLC | 454.2K | $14.74M |
| 3 | Aprio Wealth Management, LLC | 296.6K | $9.62M |
| 4 | Tru Independence LLC | 177.9K | $5.77M |
| 5 | Citadel Advisors LLC | 147.4K | $4.78M |
| 6 | Lpl Financial LLC | 130.6K | $4.24M |
| 7 | Noble Wealth Management Pbc | 114.4K | $3.71M |
| 8 | Chicago Partners Investment Group LLC | 97.2K | $3.28M |
| 9 |
| Dynamic Advisor Solutions LLC |
| 28.7K |
| $931.6K |
| 10 | Creative Planning | 26.9K | $872.7K |