Institutional Ownership
Zacks Trust
CUSIP 98888G204SMALL/MID CAPSMIZQ1 2026
13D / 13G Filings
0
Schedule 13D/13G on record
Beneficial Filers
0
Distinct reporting persons
Largest Stake
—
Max % of class reported
Institutional Holders
60
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
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.
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Avior Wealth Management, LLC | 888.0K | $32.92M |
| 2 | True Private Wealth Advisors | 671.5K | $24.89M |
| 3 | Creativeone Wealth, LLC | 411.6K | $15.26M |
| 4 | Geowealth Management, LLC | 295.5K | $10.95M |
| 5 | Sanchez Wealth Management Group | 212.0K | $7.86M |
| 6 | Envestnet Asset Management Inc | 205.2K | $7.61M |
| 7 | Continental Investors Services, Inc. | 179.1K | $7.59M |
| 8 | Truist Financial Corp | 167.1K | $6.27M |
| 9 | Koshinski Asset Management, Inc. | 138.5K | $5.14M |
| 10 | Arete Wealth Advisors, LLC | 116.4K | $4.31M |