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CUSIP: 97717W869 | NYSE | 439 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Seven Bridges Advisors LLC84,827
2.9% of portfolio›$6.3M
Courier Capital LLC76,138
0.3% of portfolio›$5.7M
Vontobel Holding Ltd.34,776
0.0% of portfolio›$2.6M
Virtus Family Office LLC29,739
1.7% of portfolio›$2.2M
Bank of New York Mellon Corp21,608
0.0% of portfolio›$1.6M
Kestra Advisory Services, LLC7,656
0.0% of portfolio›$570.1K
Financial Perspectives, Inc6,165
0.1% of portfolio›$459.0K
Commonwealth Equity Services, LLC5,210
0.0% of portfolio›$387.9K
Hedges Asset Management LLC5,000
0.3% of portfolio›$372.3K
Lynx Investment Advisory4,517
0.1% of portfolio›$336.3K
Cambridge Investment Research Advisors, Inc.3,181
0.0% of portfolio›$237
Fifth Third Bancorp2,170
0.0% of portfolio›$161.6K
SBI Securities Co., Ltd.1,668
0.0% of portfolio›$124.2K
CX Institutional1,539
0.0% of portfolio›$115
Capital Investment Advisory Services, LLC700
0.0% of portfolio›$52.1K
TD Waterhouse Canada Inc.500
0.0% of portfolio›$36.6K
Harbor Investment Advisory, LLC370
0.0% of portfolio›$27.5K
Cherry Tree Wealth Management, LLC176
0.0% of portfolio›$13.1K
Lodestone Wealth Management LLC18
0.0% of portfolio›$1.3K
US Bancorp \de\8
0.0% of portfolio›$596
Farther Finance Advisors, LLC4
0.0% of portfolio›$298
StyleTurnoverLocationFiled
Seven Bridges Advisors LLC
84,827$6.3M2.9%ETFN/ANew York, NY2026-10-07
Courier Capital LLC
76,138$5.7M0.3%ETFLowBuffalo, NY2026-10-19
Vontobel Holding Ltd.
34,776$2.6M0.0%CoreMediumZurich, Switzerland2026-10-16
Virtus Family Office LLC
29,739$2.2M1.7%Deep ValueMediumEl Paso, TX2026-10-30
Bank of New York Mellon Corp
21,608$1.6M0.0%CoreLowNew York, NY2026-11-05
Kestra Advisory Services, LLC
7,656$570.1K0.0%CoreLowAustin, TX2026-11-02
Financial Perspectives, Inc
6,165$459.0K0.1%GrowthVery LowMinneapolis, MN2026-11-03
Commonwealth Equity Services, LLC
5,210$387.9K0.0%ETFLowWaltham, MA2026-11-02
Hedges Asset Management LLC
5,000$372.3K0.3%YieldLowReno, NV2026-10-29
Lynx Investment Advisory
4,517$336.3K0.1%ETFLowWashington, Dc, DC2026-10-27
Cambridge Investment Research Advisors, Inc.
3,181$2370.0%ETFLowFairfield, IA2026-11-02
Fifth Third Bancorp
2,170$161.6K0.0%IndexVery LowCincinnati, OH2026-11-05
SBI Securities Co., Ltd.
1,668$124.2K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
CX Institutional
1,539$1150.0%CoreMediumAuburn, IN2026-10-02
Capital Investment Advisory Services, LLC
700$52.1K0.0%CoreMediumRaleigh, NC2026-10-30
TD Waterhouse Canada Inc.
500$36.6K0.0%CoreLowToronto, Australia2026-10-16
Harbor Investment Advisory, LLC
370$27.5K0.0%GrowthLowLutherville, MD2026-10-13
Cherry Tree Wealth Management, LLC
176$13.1K0.0%ETFVery LowMinnetonka, MN2026-10-15
Lodestone Wealth Management LLC
18$1.3K0.0%CoreLowSpokane, WA2026-10-14
US Bancorp \de\
8$5960.0%IndexLowMinneapolis, MN2026-11-05
Farther Finance Advisors, LLC
4$2980.0%IndexLowSan Francisco, CA2026-10-08