CUSIP 97717Y626ALTRNTVE INCM FDHYINQ4 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 | Wealthplan Investment Management, LLC | 137.4K | $2.18M |
| 2 | Cetera Investment Advisers | 57.2K | $908.1K |
| 3 | Delta Investment Management, LLC | 22.4K | $356.3K |
| 4 | Prospera Financial Services Inc | 21.7K | $344.4K |
| 5 | Breachway Investments LLC | 19.7K | $312.6K |
| 6 | Citadel Advisors LLC | 15.7K | $250.2K |
| 7 | Wealthplan Partners, LLC | 14.2K | $226.1K |
| 8 | Osaic Holdings, Inc. | 12.9K | $204.5K |
| 9 |
| Kestra Advisory Services, LLC |
| 5.0K |
| $80.0K |
| 10 | Ubs Group AG | 1.1K | $17.3K |