CUSIP: 97717X214 | 69 institutional holders
| Style | Turnover | Location | Filed | ||||
|---|---|---|---|---|---|---|---|
| 311,971 | $9.1K | 0.0% | Value | Medium | Toronto, Australia | 2024-02-13 | |
| 36,182 | $1.1M | 0.0% | Core | Very High | New York, NY | 2024-02-15 | |
| 34,095 | $998.1K | 0.2% | Agg Growth | Very Low | Cupertino, CA | 2024-01-31 | |
| 30,620 | $896.4K | 0.0% | Index | Very Low | Fort Mill, SC | 2024-02-14 | |
| 29,413 | $861.0K | 0.0% | Index | Very Low | Overland Park, KS | 2024-02-14 | |
| 23,462 | $687 | 0.0% | ETF | Very High | New York, NY | 2024-02-14 | |
| 21,612 | $632.7K | 0.0% | Core | Low | Great Falls, MT | 2024-02-09 | |
| 13,396 | $392.1K | 0.0% | Growth | Low | St. Louis, MO | 2024-01-26 | |
| 10,556 | $309.0K | 0.0% | Growth | High | Bala Cynwyd, PA | 2024-02-14 | |
| 10,231 | $299.5K | 0.0% | N/A | N/A | Denver, CO | 2024-02-13 | |
| 9,488 | $277.7K | 0.0% | Index | Very Low | Schaumburg, IL | 2024-02-13 | |
| 9,140 | $268 | 0.0% | ETF | Low | Waltham, MA | 2024-02-06 | |
| 7,334 | $214.7K | 0.2% | ETF | Low | Marina Del Rey, CA | 2024-04-17 | |
| 6,486 | $190.3K | 0.0% | Core | Low | Toronto, Australia | 2024-02-08 | |
| 1,510 | $44.2K | 0.0% | Core | Medium | Zurich, Switzerland | 2024-02-09 | |
| 868 | $25.4K | 0.0% | Index | Low | Scottsdale, AZ | 2024-02-12 | |
| 821 | $23.5K | 0.0% | Core | Medium | Montreal, Austria | 2024-02-06 | |
| 117 | $3.4K | 0.0% | ETF | Low | Newburgh, NY | 2024-01-10 | |
| 107 | $3.1K | 0.0% | Core | Low | New York, NY | 2024-08-16 | |
| 6 | $188 | 0.0% | Momentum | Low | Chicago, IL | 2024-02-12 | |
| 0 | $12 | 0.0% | Core | Low | San Francisco, CA | 2024-02-09 | |
| 0 | $0 | 0.0% | Growth | Very Low | Birmingham, AL | 2024-02-07 |