Security key
95790C107
CUSIP: 95790C107
Security key
95790C107
Report period
Q4 2025
Institutions
28
Top holders
10
Broader feeds
Reporting periods
Recent filing periods:
Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.
| Holder | Source | Role / Reporting | Ownership % | Shares | Holdings Value | 12M Net Δ | As of | Details |
|---|---|---|---|---|---|---|---|---|
| FIRST TRUST PORTFOLIOS LP |
13D/G
|
First Trust Portfolios L.P. |
9.6%
|
723,675
|
$8,539,365 | -$1,310,874 | 30 Jun 2025 | |
| OSAIC HOLDINGS, INC. |
13D/G
13F
|
Company |
4.7%
|
354,612
|
$3,932,647 | $0 | 31 Aug 2025 | |
| Anthony Grillo |
3/4/5
|
Director |
0.01%
|
1,000
|
$11,360 | +$11,360 | 27 May 2025 | |
| MORGAN STANLEY |
13F
|
Company |
1.9%
|
144,464
|
$1,716,246 | — | 30 Sep 2025 | |
| AMERIPRISE FINANCIAL INC |
13F
|
Company |
1.8%
|
136,424
|
$1,620,718 | — | 30 Sep 2025 | |
| Smith Asset Management Co., LLC |
13F
|
Company |
1.7%
|
126,475
|
$1,502,542 | — | 30 Sep 2025 | |
| 1607 Capital Partners, LLC |
13F
|
Company |
1.3%
|
95,050
|
$1,129,194 | — | 30 Sep 2025 | |
| Cerity Partners LLC |
13F
|
Company |
1.2%
|
90,294
|
$1,072,693 | — | 30 Sep 2025 | |
| Fiera Capital Corp |
13F
|
Company |
0.97%
|
73,423
|
$872,265 | — | 30 Sep 2025 | |
| RAYMOND JAMES FINANCIAL INC |
13F
|
Company |
0.94%
|
70,684
|
$839,729 | — | 30 Sep 2025 | |
| UBS Group AG |
13F
|
Company |
0.81%
|
61,403
|
$729,468 | — | 30 Sep 2025 | |
| Sowell Financial Services LLC |
13F
|
Company |
0.8%
|
60,435
|
$717,969 | — | 30 Sep 2025 | |
| Dynamic Advisor Solutions LLC |
13F
|
Company |
0.76%
|
56,972
|
$676,830 | — | 30 Sep 2025 | |
| GUGGENHEIM CAPITAL LLC |
13F
|
Company |
0.72%
|
54,081
|
$642,482 | — | 30 Sep 2025 | |
| Shaker Financial Services, LLC |
13F
|
Company |
0.45%
|
33,791
|
$407,268 | — | 30 Sep 2025 | |
| ROYAL BANK OF CANADA |
13F
|
Company |
0.45%
|
33,584
|
$399,000 | — | 30 Sep 2025 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
0.44%
|
33,457
|
$397,473 | — | 30 Sep 2025 | |
| WELLS FARGO & COMPANY/MN |
13F
|
Company |
0.32%
|
24,157
|
$286,988 | — | 30 Sep 2025 | |
| NewEdge Advisors, LLC |
13F
|
Company |
0.27%
|
20,270
|
$240,808 | — | 30 Sep 2025 | |
| Sanctuary Advisors, LLC |
13F
|
Company |
0.24%
|
17,876
|
$212,362 | — | 30 Sep 2025 | |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC |
13F
|
Company |
0.2%
|
14,984
|
$176,961 | — | 30 Sep 2025 | |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP |
13F
|
Company |
0.2%
|
14,895
|
$176,953 | — | 30 Sep 2025 | |
| Cetera Investment Advisers |
13F
|
Company |
0.18%
|
13,816
|
$164,137 | — | 30 Sep 2025 | |
| Huntleigh Advisors, Inc. |
13F
|
Company |
0.18%
|
13,391
|
$159,085 | — | 30 Sep 2025 | |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO |
13F
|
Company |
0.05%
|
3,762
|
$44,694 | — | 30 Sep 2025 | |
| Advisory Services Network, LLC |
13F
|
Company |
0.04%
|
3,137
|
$37,268 | — | 30 Sep 2025 | |
| COMERICA BANK |
13F
|
Company |
0.04%
|
2,796
|
$33,216 | — | 30 Sep 2025 | |
| BESSEMER GROUP INC |
13F
|
Company |
0.03%
|
1,905
|
$23,000 | — | 30 Sep 2025 | |
| Farther Finance Advisors, LLC |
13F
|
Company |
0.02%
|
1,714
|
$20,362 | — | 30 Sep 2025 | |
| Noble Wealth Management PBC |
13F
|
Company |
0.02%
|
1,300
|
$15,444 | — | 30 Sep 2025 | |
| FNY Investment Advisers, LLC |
13F
|
Company |
0.02%
|
1,200
|
$14,000 | — | 30 Sep 2025 | |
| Steward Partners Investment Advisory, LLC |
13F
|
Company |
0.01%
|
926
|
$11,001 | — | 30 Sep 2025 | |
| Geneos Wealth Management Inc. |
13F
|
Company |
0.01%
|
515
|
$6,118 | — | 30 Sep 2025 | |
| HIGHLINE WEALTH PARTNERS LLC |
13F
|
Company |
0.01%
|
500
|
$5,940 | — | 30 Sep 2025 |
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
| Investor | Q3 2025 Shares | Q4 2025 Shares | Share Diff | Share Chg % | Q3 2025 Value $ | Q4 2025 Value $ | Value Diff $ | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).