CUSIP 97717Y857US MULTIFACTORUSMFQ4 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 | Hightower Advisors, LLC | 1.35M | $69.29M |
| 2 | Lido Advisors, LLC | 763.6K | $39.91M |
| 3 | Great Valley Advisor Group, Inc. | 590.3K | $30.26M |
| 4 | Sns Financial Group, LLC | 439.2K | $22.51M |
| 5 | Team Financial Group, LLC | 416.1K | $21.33M |
| 6 | Raymond James Financial Inc | 318.8K | $16.34M |
| 7 | Lpl Financial LLC | 265.4K | $13.60M |
| 8 | Wells Fargo & Company/Mn | 208.0K | $10.66M |
| 9 |
| Columbia Advisory Partners LLC |
| 128.3K |
| $6.58M |
| 10 | Cetera Investment Advisers | 107.6K | $5.52M |