CUSIP: 97717P104 | NYSE | Financial Services · Asset Management | Small Cap | 1049 institutional holders
5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.
| Style | Turnover | Location | Filed | ||||
|---|---|---|---|---|---|---|---|
| 3,701,228 | $89.9M | 0.0% | Index | Low | Austin, TX | 2026-11-04 | |
| 2,239,360 | $54.4M | 0.0% | Core | Low | Des Moines, IA | 2026-11-02 | |
| 1,051,603 | $25.5M | 0.0% | Core | Low | New York, NY | 2026-11-05 | |
| 781,749 | $19.0M | 0.0% | Core | Medium | New York, NY | 2026-11-04 | |
| 693,949 | $16.9M | 0.4% | Core | Low | Shawnee Mission, KS | 2026-11-03 | |
| 435,335 | $10.6M | 0.1% | Index | Low | New York, NY | 2026-10-23 | |
| 260,086 | $6.3M | 4.8% | GARP | Very High | London, United Kingdom | 2026-10-28 | |
| 164,680 | $4.0K | 0.0% | Core | Very Low | Albany, NY | 2026-10-22 | |
| 137,007 | $3.3M | 0.0% | Index | Very Low | Overland Park, KS | 2026-11-02 | |
| 129,918 | $3.2M | 0.0% | Growth | Medium | Naperville, IL | 2026-11-02 | |
| 95,760 | $2.3M | 0.0% | Core | Low | Charlotte, NC | 2026-10-30 | |
| 94,750 | $2.3M | 0.0% | Core | Medium | Richmond, VA | 2026-10-28 | |
| 90,666 | $2.2M | 0.1% | Growth | High | Pittsburgh, PA | 2026-10-30 | |
| 89,519 | $2.2M | 0.1% | Core | Medium | Naples, FL | 2026-10-22 | |
| 84,523 | $2.1K | 0.0% | GARP | Medium | Minneapolis, MN | 2026-11-05 | |
| 84,492 | $2.1M | 0.5% | Value | Medium | Englewood, CO | 2026-11-05 | |
| 81,165 | $2.0M | 0.0% | Growth | Medium | Frankfurt, Hong Kong | 2026-10-30 | |
| 66,890 | $1.6K | 0.0% | Core | Very Low | Juneau, AK | 2026-10-15 | |
| 65,499 | $1.6M | 0.2% | Core | Low | Alpha, OH | 2026-10-22 | |
| 65,093 | $1.6M | 0.0% | Core | Medium | Oak Brook, IL | 2026-11-05 | |
| 61,963 | $1.5K | 0.0% | ETF | Medium | New York, NY | 2026-10-26 | |
| 59,313 | $1.4M | 0.1% | Core | Low | Chicago, IL | 2026-10-27 | |
| 56,600 | $1.4M | 0.0% | Index | Low | Baton Rouge, LA | 2026-10-20 | |
| 51,783 | $1.3M | 0.0% | Core | Low | Trenton, NJ | 2026-11-05 | |
| 47,430 | $336.1K | 0.0% | Core | Low | Plymouth, MN | 2026-10-13 | |
| 46,972 | $1.1M | 0.1% | Value | High | Cheyenne, WY | 2026-10-28 | |
| 37,687 | $915.4K | 0.0% | Index | Very Low | Phoenix, AZ | 2026-11-03 | |
| 34,736 | $843.7K | 0.0% | Index | Very Low | Bloomfield Hills, MI | 2026-10-22 | |
| 34,544 | $839 | 0.0% | Core | Very Low | New York, NY | 2026-10-23 | |
| 32,611 | $739.6K | 0.0% | Growth | Low | Plymouth, MN | 2026-10-13 | |
| 31,851 | $773.7K | 0.1% | Core | Low | Bend, OR | 2026-10-13 | |
| 31,311 | $760.5K | 0.0% | Core | Low | Harrisburg, PA | 2026-11-03 | |
| 29,804 | $723.9K | 0.0% | Index | Very Low | Tigard, OR | 2026-10-30 | |
| 25,380 | $616.5K | 0.0% | Core | Low | New York, NY | 2026-10-26 | |
| 24,319 | $503.6K | 0.0% | Core | Medium | Dallas, TX | 2026-11-04 | |
| 24,055 | $584.3K | 0.0% | Growth | Medium | Carouge, Switzerland | 2026-11-03 | |
| 23,863 | $579.6K | 0.0% | Core | Medium | Charlotte, NC | 2026-10-15 | |
| 23,755 | $577.0K | 0.1% | GARP | Low | Mansfield, OH | 2026-10-27 | |
| 22,484 | $546.1K | 0.0% | Index | Very Low | Tokyo, Mexico | 2026-10-27 | |
| 21,988 | $534 | 0.0% | Value | High | Paris, India | 2026-11-03 | |
| 21,745 | $528.2K | 0.0% | Value | Very High | Greenwich, CT | 2026-11-02 | |
| 19,549 | $474.8K | 0.0% | Core | Low | Austin, TX | 2026-11-02 | |
| 19,499 | $474 | 0.0% | ETF | Low | Fairfield, IA | 2026-11-02 | |
| 19,365 | $470.4K | 0.1% | GARP | Very High | London, United Kingdom | 2026-10-30 | |
| 18,657 | $453.2K | 0.0% | Growth | Low | Bethesda, MD | 2026-10-29 | |
| 18,255 | $443 | 0.0% | Core | Low | Goshen, IN | 2026-11-03 | |
| 17,492 | $424.9K | 0.0% | Core | Medium | Birmingham, AL | 2026-10-26 | |
| 15,150 | $368.0K | 0.2% | Momentum | Medium | Forest, VA | 2026-10-28 | |
| 14,942 | $363 | 0.0% | Core | Low | Pasadena, CA | 2026-10-22 | |
| 14,671 | $356.4K | 0.0% | Core | N/A | Stockholm, Sweden | 2026-11-04 | |
| 14,550 | $353.4K | 0.1% | Core | Medium | Baton Rouge, LA | 2026-10-19 | |
| 13,315 | $323.4K | 0.0% | Index | Very Low | Philadelphia, PA | 2026-11-03 | |
| 11,218 | $272.5K | 0.0% | ETF | Medium | Urbandale, IA | 2026-10-29 | |
| 10,416 | $253.0K | 0.0% | Growth | Medium | Irvine, CA | 2026-10-07 | |
| 10,361 | $251.7K | 0.0% | Core | Low | Zurich, Switzerland | 2026-11-03 | |
| 10,022 | $243.4K | 0.0% | Core | Low | Evansville, IN | 2026-10-20 | |
| 9,566 | $232.4K | 0.0% | Index | Very Low | Tokyo, Mexico | 2026-11-05 | |
| 9,254 | $224.8K | 0.0% | GARP | Medium | Houston, TX | 2026-10-21 | |
| 8,576 | $208.3K | 0.0% | Core | Very Low | Shelton, CT | 2026-10-21 | |
| 5,928 | $144.0K | 0.0% | GARP | Low | Phoenix, AZ | 2026-10-02 | |
| 5,819 | $141.3K | 0.0% | Index | Very Low | Foster City, CA | 2026-10-08 | |
| 4,511 | $110 | 0.0% | Core | Medium | Brussels, Czech Republic | 2026-10-22 | |
| 4,499 | $109.3K | 0.0% | GARP | Medium | Charlotte, NC | 2026-10-22 | |
| 3,635 | $88.3K | 0.0% | ETF | Low | Walnut Creek, CA | 2026-10-07 | |
| 2,484 | $60.3K | 0.0% | Index | Very Low | St. Louis, MO | 2026-10-20 | |
| 2,138 | $51.9K | 0.0% | Core | Low | Memphis, TN | 2026-10-26 | |
| 2,006 | $48.7K | 0.0% | ETF | Very Low | Richmond, VA | 2026-10-29 | |
| 2,002 | $48.6K | 0.0% | ETF | Low | Temecula, CA | 2026-10-30 | |
| 1,644 | $39.9K | 0.0% | Growth | Very High | Hong Kong, South Korea | 2026-10-29 | |
| 1,453 | $35.3K | 0.0% | Agg Growth | Low | Tokyo, Mexico | 2026-10-22 | |
| 1,000 | $24.3K | 0.0% | Growth | Medium | Mclean, VA | 2026-10-30 | |
| 656 | $15.9K | 0.0% | Core | Medium | Birmingham, AL | 2026-11-04 | |
| 641 | $15.6K | 0.0% | Index | Low | San Francisco, CA | 2026-10-08 | |
| 640 | $15.5K | 0.0% | Growth | Low | Tampa, FL | 2026-10-16 | |
| 600 | $14.6K | 0.0% | Growth | Low | Saratoga Springs, NY | 2026-10-14 | |
| 600 | $15 | 0.0% | Core | Very Low | Wheeling, WV | 2026-11-04 | |
| 426 | $10.3K | 0.0% | Core | Very Low | Saint Louis, MO | 2026-10-27 | |
| 410 | $10 | 0.0% | Value | High | London, United Kingdom | 2026-10-30 | |
| 400 | $9.7K | 0.0% | ETF | Low | Brentwood, TN | 2026-10-15 | |
| 287 | $7.0K | 0.0% | ETF | Very Low | Sylvania, OH | 2026-10-26 | |
| 276 | $6.7K | 0.0% | Index | Low | San Francisco, CA | 2026-11-03 | |
| 175 | $4.3K | 0.0% | Core | Low | Springfield, MA | 2026-10-05 | |
| 133 | $3.2K | 0.0% | ETF | Low | Winston Salem, NC | 2026-11-04 | |
| 120 | $2.9K | 0.0% | ETF | Low | Atlanta, GA | 2026-10-13 | |
| 120 | $2.9K | 0.0% | Core | Very Low | Lincoln, NE | 2026-10-22 | |
| 113 | $2.7K | 0.0% | Core | Low | Calabasas, CA | 2026-10-19 | |
| 108 | $2.6K | 0.0% | Growth | N/A | Kansas City, MO | 2026-10-19 | |
| 105 | $2.6K | 0.0% | ETF | Low | Concord, CA | 2026-10-21 | |
| 90 | $2.2K | 0.0% | ETF | Low | Fort Lauderdale, FL | 2026-10-30 | |
| 73 | $1.8K | 0.0% | ETF | Medium | San Diego, CA | 2026-10-29 | |
| 66 | $1.6K | 0.0% | ETF | Very Low | East Dundee, IL | 2026-10-16 | |
| 55 | $1.3K | 0.0% | Value | Medium | Rancho Santa Fe, CA | 2026-10-14 | |
| 54 | $1.3K | 0.0% | ETF | Medium | Akron, OH | 2026-10-13 | |
| 43 | $1.0K | 0.0% | ETF | Very Low | Gap, PA | 2026-11-04 | |
| 35 | $850 | 0.0% | ETF | Medium | Melbourne, FL | 2026-11-05 | |
| 23 | $559 | 0.0% | ETF | Low | Bethlehem, PA | 2026-10-23 | |
| 21 | $511 | 0.0% | ETF | Very Low | Hermitage, PA | 2026-11-03 | |
| 21 | $511 | 0.0% | ETF | Medium | Midvale, UT | 2026-10-20 | |
| 20 | $486 | 0.0% | ETF | Very Low | Lake Oswego, OR | 2026-10-15 | |
| 13 | $316 | 0.0% | Core | Low | Jacksonville, FL | 2026-10-08 | |
| 12 | $292 | 0.0% | Growth | Low | Denver, CO | 2026-10-09 | |
| 10 | $243 | 0.0% | ETF | Low | Hunt Valley, MD | 2026-10-23 | |
| 8 | $195 | 0.0% | ETF | Very Low | Franklin, TN | 2026-10-26 | |
| 5 | $122 | 0.0% | Core | Very Low | Denver, CO | 2026-10-15 | |
| 5 | $121 | 0.0% | ETF | Very Low | Hanover, NH | 2026-10-23 | |
| 1 | $22 | 0.0% | ETF | Low | Herndon, VA | 2026-10-30 | |
| 1 | $24 | 0.0% | Agg Growth | Low | Dallas, TX | 2026-11-03 | |
| 1 | $24 | 0.0% | ETF | Medium | Peoria, AZ | 2026-11-04 |