CUSIP 98980M109COMZOMDFQ4 2025
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
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7 funds hold this security · Q4 2025
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Jackson Wealth Management, LLC | 639.5K | $65.0K | 0 | Held |
| 2 | Ancora Advisors LLC | 300.0K | $30.5K | −520.4K | Reduced |
| 3 | Advisory Services Network, LLC | 294.1K | $29.9K | −2.7K | Reduced |
| 4 | Corecap Advisors, LLC | 4.8K | $488 |
| 0 |
| Held |
| 5 | Sound Income Strategies, LLC | 1.0K | $131 | 0 | Held |
| 6 | Bogart Wealth, LLC | 180 | $18 | 0 | Held |
| 7 | Eversource Wealth Advisors, LLC | 10 | $1 | +10 | New |