Security key
95790C107
CUSIP: 95790C107
Security key
95790C107
Report period
Q3 2025
Institutions
32
Top holders
10
Broader feeds
Reporting periods
Recent filing periods:
Ownership snapshot
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| FIRST TRUST PORTFOLIOS LP |
13D/G
First Trust Portfolios L.P.
|
9.6%
|
$8,539,365
723,675 shares
|
-$1,310,874 | 30 Jun 2025 |
| OSAIC HOLDINGS, INC. |
13D/G
13F
Company
|
4.7%
|
$3,932,647
354,612 shares
|
$0 | 31 Aug 2025 |
| Anthony Grillo |
3/4/5
Director
|
0.01%
|
$11,360
1,000 shares
|
— | 27 May 2025 |
| MORGAN STANLEY |
13F
Company
|
1.9%
|
$1,687,574
143,014 shares
|
— | 30 Jun 2025 |
| Smith Asset Management Co., LLC |
13F
Company
|
1.7%
|
$1,515,609
128,440 shares
|
— | 30 Jun 2025 |
| AMERIPRISE FINANCIAL INC |
13F
Company
|
1.6%
|
$1,396,184
119,207 shares
|
— | 30 Jun 2025 |
| 1607 Capital Partners, LLC |
13F
Company
|
1.3%
|
$1,174,690
99,550 shares
|
— | 30 Jun 2025 |
| Cerity Partners LLC |
13F
Company
|
1.2%
|
$1,065,469
90,294 shares
|
— | 30 Jun 2025 |
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
13F holder rows
Investor-level positions for this CUSIP, loaded as an interactive table.
| Investor | Option | Weight % | Change % | Reported value | * Price | Shares | Share Change | Activity | Report Period |
|---|
* Reported price is the security price as of the portfolio date and can indicate the last known price at which the security was still held. An asterisk next to the price means the price is likely invalid.
| Investor | Q2 2025 Shares | Q3 2025 Shares | Share Diff | Share Chg % | Q2 2025 value | Q3 2025 value | Value change | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).