CUSIP 98888G204SMALL/MID CAPSMIZQ4 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 | Avior Wealth Management, LLC | 681.6K | $25.21M |
| 2 | True Private Wealth Advisors | 592.2K | $21.91M |
| 3 | Creativeone Wealth, LLC | 405.6K | $15.00M |
| 4 | Sanchez Wealth Management Group | 208.9K | $7.73M |
| 5 | Geowealth Management, LLC | 132.4K | $4.90M |
| 6 | Koshinski Asset Management, Inc. | 112.1K | $4.15M |
| 7 | Lpl Financial LLC | 102.9K | $3.81M |
| 8 | Advisory Services Network, LLC | 102.4K | $3.79M |
| 9 |
| Continental Investors Services, Inc. |
| 94.8K |
| $3.76M |
| 10 | Strategic Blueprint, LLC | 68.8K | $2.54M |