CUSIP: 97717Y709 | 42 institutional holders
| Style | Turnover | Location | Filed | ||||
|---|---|---|---|---|---|---|---|
| 28,478 | $835.9K | 0.0% | Core | Very High | New York, NY | 2024-02-15 | |
| 28,166 | $826.8K | 0.0% | Index | Very Low | Fort Mill, SC | 2024-02-14 | |
| 16,565 | $486.2K | 0.1% | ETF | Medium | Pittsburgh, PA | 2024-02-14 | |
| 12,886 | $378.2K | 0.0% | ETF | Low | Wilmington, DE | 2024-02-06 | |
| 12,416 | $364.4K | 0.1% | ETF | High | Minneapolis, MN | 2024-01-12 | |
| 10,876 | $319.3K | 0.0% | Growth | Medium | New York, NY | 2024-12-26 | |
| 10,557 | $309.9K | 0.2% | ETF | Low | Garden City, NY | 2024-01-31 | |
| 10,095 | $295.8K | 0.1% | Index | Very Low | Boston, MA | 2024-02-12 | |
| 10,059 | $295.0K | 0.0% | Index | Low | Chicago, IL | 2024-02-12 | |
| 9,083 | $266.6K | 0.0% | ETF | Medium | Morristown, NJ | 2024-02-06 | |
| 8,164 | $240 | 0.0% | ETF | Low | Waltham, MA | 2024-02-06 | |
| 7,749 | $227.7K | 0.1% | Growth | Low | Bend, OR | 2024-01-12 | |
| 7,690 | $225.7K | 0.1% | Growth | Low | Dallas, TX | 2024-02-02 | |
| 1,500 | $44.0K | 0.0% | Index | Low | Scottsdale, AZ | 2024-02-12 | |
| 364 | $10.7K | 0.0% | Value | Low | Sausalito, CA | 2024-01-19 | |
| 33 | $969 | 0.0% | Core | Low | New York, NY | 2024-08-16 | |
| 0 | $0 | 0.0% | Growth | Very Low | Birmingham, AL | 2024-02-07 |