CUSIP: 983772104 | 308 institutional holders
| Style | Turnover | Location | Filed | ||||
|---|---|---|---|---|---|---|---|
| 3,627,176 | $125.1K | 0.0% | N/A | N/A | New York, NY | 2018-11-09 | |
| 1,717,400 | $59.2K | 0.0% | Core | High | New York, NY | 2018-11-13 | |
| 1,541,099 | $53.1K | 0.0% | N/A | N/A | Valley Forge, PA | 2018-12-13 | |
| 1,419,852 | $49.0K | 0.0% | Index | Low | Austin, TX | 2018-11-13 | |
| 1,155,965 | $39.9K | 0.0% | Value | Medium | Denver, CO | 2018-11-14 | |
| 917,579 | $31.6K | 0.0% | Core | Medium | New York, NY | 2018-11-28 | |
| 876,961 | $30.2K | 0.0% | Growth | Medium | Baltimore, MD | 2018-11-14 | |
| 841,000 | $29.0K | 0.0% | Index | Very Low | Boston, MA | 2018-11-09 | |
| 521,984 | $18.0K | 0.0% | Core | Low | New York, NY | 2019-04-23 | |
| 474,697 | $16.4K | 0.6% | Deep Value | Very High | New York, NY | 2018-11-13 | |
| 467,252 | $16.1K | 0.0% | GARP | High | New York, NY | 2018-11-14 | |
| 441,676 | $15.2K | 0.0% | Value | Medium | Greenwich, CT | 2018-11-15 | |
| 425,023 | $14.7K | 0.0% | Value | Low | Rye, NY | 2018-11-02 | |
| 398,612 | $13.7K | 0.0% | N/A | N/A | New York, NY | 2018-11-16 | |
| 353,594 | $12.2K | 0.0% | Index | Very Low | Chicago, IL | 2018-11-14 | |
| 344,085 | $11.9K | 0.0% | Core | High | London, United Kingdom | 2018-11-14 | |
| 317,616 | $11.0K | 0.0% | Core | Low | New York, NY | 2018-11-09 | |
| 294,048 | $10.1K | 0.0% | Growth | Medium | New York, NY | 2018-11-13 | |
| 263,027 | $9.1K | 0.0% | Growth | Low | Atlanta, GA | 2018-11-14 | |
| 253,374 | $8.7K | 0.0% | Core | Medium | Minneapolis, MN | 2018-11-14 | |
| 251,983 | $8.7K | 0.0% | Index | Very Low | Boston, MA | 2018-11-13 | |
| 231,644 | $8.0K | 0.1% | Momentum | Very High | Rye, NY | 2018-11-02 | |
| 231,064 | $8.0K | 0.0% | Deep Value | Very High | Greenwich, CT | 2018-11-14 | |
| 224,523 | $7.7K | 0.0% | GARP | High | Boston, MA | 2018-11-14 | |
| 205,278 | $7.1K | 0.0% | Growth | High | New York, NY | 2018-11-14 | |
| 199,609 | $6.9K | 0.0% | Core | Low | Des Moines, IA | 2018-11-14 | |
| 191,000 | $6.6K | 0.0% | Core | Low | Madison, WI | 2018-11-14 | |
| 176,869 | $6.1K | 0.0% | N/A | N/A | Seattle, WA | 2018-11-13 | |
| 171,094 | $5.9K | 0.0% | Value | Medium | Boston, MA | 2018-11-14 | |
| 136,289 | $4.7K | 0.0% | Index | Very Low | San Francisco, CA | 2018-11-13 | |
| 135,836 | $4.7K | 0.0% | Core | High | Los Angeles, CA | 2018-11-05 | |
| 131,286 | $4.5K | 0.0% | Core | Medium | New York, NY | 2018-11-14 | |
| 127,155 | $4.4K | 0.0% | GARP | Low | Wilmington, DE | 2018-11-05 | |
| 125,538 | $4.3K | 0.0% | Value | High | New York, NY | 2018-11-14 | |
| 117,200 | $4.0K | 0.0% | GARP | High | New York, NY | 2018-11-13 | |
| 100,064 | $3.5K | 0.0% | Core | Low | Charlotte, NC | 2018-11-14 | |
| 91,816 | $3.2K | 0.0% | Value | Medium | Boston, MA | 2018-11-26 | |
| 91,816 | $3.2K | 0.0% | Value | Medium | Boston, MA | 2018-11-26 | |
| 90,699 | $3.1K | 0.0% | N/A | N/A | New York, NY | 2018-11-13 | |
| 89,000 | $3.1K | 0.0% | Core | Low | Toronto, Australia | 2018-11-01 | |
| 86,856 | $3.0K | 0.0% | Core | Very High | New York, NY | 2018-11-14 | |
| 83,601 | $2.8K | 0.0% | Value | Very High | Englewood, NJ | 2018-11-14 | |
| 82,522 | $2.8K | 0.0% | Core | Very Low | Albany, NY | 2018-11-02 | |
| 81,174 | $2.8K | 0.0% | Growth | Low | Sacramento, CA | 2018-11-13 | |
| 78,250 | $2.7K | 0.0% | Core | Medium | Frankfurt Am Main, Hong Kong | 2021-12-21 | |
| 76,423 | $2.6K | 0.0% | Core | Low | Chicago, IL | 2018-11-14 | |
| 74,991 | $2.6K | 0.0% | Growth | Very Low | Rye, NY | 2018-11-02 | |
| 67,007 | $2.3K | 0.0% | Value | Low | Greenwich, CT | 2018-11-02 | |
| 66,575 | $2.3K | 0.0% | Core | High | Vancouver, UAE | 2018-11-13 | |
| 65,000 | $2.2K | 1.5% | N/A | N/A | Toronto, Australia | 2018-10-17 | |
| 62,850 | $2.2K | 0.0% | Growth | Very High | New York, NY | 2018-11-14 | |
| 61,150 | $2.1K | 0.0% | GARP | Medium | Kansas City, MO | 2018-11-02 | |
| 59,181 | $2.0K | 0.0% | Index | Very Low | Boston, MA | 2018-11-07 | |
| 53,800 | $1.9K | 0.0% | Core | Medium | Boston, MA | 2018-11-14 | |
| 53,508 | $1.8K | 0.0% | Core | Medium | London, United Kingdom | 2018-11-14 | |
| 52,174 | $1.8K | 0.0% | N/A | N/A | New York, NY | 2018-11-16 | |
| 52,042 | $1.8K | 0.0% | Index | Very Low | London, United Kingdom | 2018-11-20 | |
| 50,600 | $1.7K | 0.0% | Value | High | Toronto, Australia | 2018-11-09 | |
| 50,000 | $1.7M | 0.5% | Value | High | Paris, India | 2018-11-16 | |
| 46,519 | $1.6K | 0.0% | Core | Low | San Francisco, CA | 2018-11-02 | |
| 43,400 | $1.5K | 0.0% | Index | Very Low | Zurich, Switzerland | 2018-11-08 | |
| 40,500 | $1.4K | 0.8% | Value | Very High | New York, NY | 2018-11-06 | |
| 40,000 | $1.4K | 0.0% | Value | Very High | Toronto, Australia | 2018-11-14 | |
| 39,678 | $1.4K | 0.0% | Core | Low | Toronto, Australia | 2018-11-14 | |
| 38,005 | $1.3K | 0.0% | N/A | N/A | Zurich, Switzerland | 2018-11-13 | |
| 37,163 | $1.3K | 0.0% | Index | Very Low | West Sacramento, CA | 2018-11-14 | |
| 36,418 | $1.3K | 0.0% | Index | Very Low | Tallahassee, FL | 2018-10-31 | |
| 36,100 | $1.2K | 0.0% | Deep Value | Low | New York, NY | 2018-11-14 | |
| 35,701 | $1.2K | 0.0% | Index | Very Low | Phoenix, AZ | 2018-10-29 | |
| 35,408 | $1.2K | 0.0% | N/A | N/A | Newton Lower Falls, MA | 2018-11-13 | |
| 34,233 | $1.2K | 0.0% | N/A | N/A | Pasadena, CA | 2018-10-23 | |
| 33,844 | $1.2K | 0.0% | Deep Value | Very High | London, United Kingdom | 2018-11-13 | |
| 33,642 | $1.2K | 0.0% | GARP | High | London, United Kingdom | 2018-12-06 | |
| 32,400 | $1.1K | 0.0% | Momentum | Medium | Woodbridge, NJ | 2018-11-06 | |
| 32,107 | $1.1K | 0.0% | Growth | High | Radnor, PA | 2018-11-13 | |
| 31,090 | $1.1K | 0.0% | Index | Very Low | Winnipeg, Argentina | 2018-11-13 | |
| 30,772 | $1.1K | 0.0% | Value | Medium | New York, NY | 2018-11-14 | |
| 29,518 | $1.0K | 0.0% | Growth | Medium | Nashville, TN | 2018-11-08 | |
| 29,376 | $1.0K | 0.0% | N/A | N/A | New York, NY | 2018-11-06 | |
| 27,900 | $962 | 0.0% | Index | Low | Albany, NY | 2018-11-07 | |
| 27,633 | $953 | 0.0% | N/A | N/A | New York, NY | 2018-11-14 | |
| 24,977 | $861 | 0.0% | Core | Medium | Brussels, Czech Republic | 2019-12-03 | |
| 24,933 | $858 | 0.0% | Value | Very High | Oxford, United Kingdom | 2019-05-16 | |
| 24,882 | $858 | 0.0% | GARP | Low | Paris, India | 2018-11-08 | |
| 24,200 | $834 | 0.0% | Core | Medium | Bountiful, UT | 2018-11-15 | |
| 24,200 | $834 | 0.0% | Core | Medium | Columbus, OH | 2018-10-19 | |
| 23,888 | $829 | 0.0% | Growth | Very Low | Detroit, MI | 2018-11-01 | |
| 22,940 | $791 | 0.0% | Core | Low | Chicago, IL | 2018-11-14 | |
| 21,700 | $748 | 0.0% | Core | Low | Columbus, OH | 2018-11-14 | |
| 20,658 | $712 | 0.0% | Growth | High | New York, NY | 2018-11-06 | |
| 20,648 | $712 | 0.0% | Core | Medium | Boston, MA | 2018-11-13 | |
| 20,461 | $705 | 0.0% | Core | Low | Nashville, TN | 2018-11-13 | |
| 19,109 | $659 | 0.0% | Agg Growth | Very Low | New York, NY | 2018-11-09 | |
| 18,627 | $642 | 0.0% | N/A | N/A | San Francisco, CA | 2018-11-13 | |
| 17,798 | $613.7K | 0.0% | Growth | Low | New York, NY | 2018-11-14 | |
| 17,529 | $604 | 0.0% | N/A | N/A | Joliet, IL | 2018-10-23 | |
| 17,057 | $588 | 0.0% | GARP | Medium | Minneapolis, MN | 2018-11-15 | |
| 16,951 | $584 | 0.0% | Core | Medium | Montreal, Austria | 2018-11-14 | |
| 16,072 | $554 | 0.0% | GARP | Medium | Toronto, Australia | 2018-11-14 | |
| 15,670 | $540 | 0.0% | Growth | High | Bala Cynwyd, PA | 2018-11-14 | |
| 15,610 | $538 | 0.0% | Core | Medium | New York, NY | 2018-11-13 | |
| 15,485 | $534 | 0.0% | ETF | Low | Austin, TX | 2018-10-22 | |
| 14,051 | $484 | 0.0% | Value | Medium | San Diego, CA | 2018-10-25 | |
| 13,849 | $478 | 0.0% | GARP | Medium | Boston, MA | 2018-10-30 | |
| 13,010 | $449 | 0.0% | GARP | Medium | Houston, TX | 2018-11-08 | |
| 12,430 | $429 | 0.0% | Core | Medium | San Antonio, TX | 2018-11-01 | |
| 12,009 | $414 | 0.0% | N/A | N/A | Chicago, IL | 2018-11-13 | |
| 11,968 | $413 | 0.0% | Growth | Medium | Atlanta, GA | 2018-11-14 | |
| 11,478 | $396 | 0.0% | N/A | N/A | Sausalito, CA | 2019-05-06 | |
| 11,478 | $396 | 0.0% | N/A | N/A | Sausalito, CA | 2019-05-06 | |
| 11,305 | $389.8K | 0.0% | Core | Low | Whippany, NJ | 2023-07-13 | |
| 11,305 | $389.8K | 0.0% | Core | Low | Whippany, NJ | 2023-07-13 | |
| 10,800 | $372 | 0.0% | Index | Low | Baton Rouge, LA | 2018-10-16 | |
| 10,311 | $356 | 0.0% | Core | Medium | Boston, MA | 2018-11-14 | |
| 10,000 | $345 | 0.0% | Value | High | New York, NY | 2018-11-20 | |
| 9,200 | $317 | 0.0% | Value | Low | New York, NY | 2018-11-06 | |
| 9,007 | $288 | 0.0% | ETF | Very High | Ada, MI | 2018-10-31 | |
| 8,353 | $288.0K | 0.0% | ETF | Very Low | New York, NY | 2023-07-13 | |
| 8,353 | $288.0K | 0.0% | ETF | Very Low | New York, NY | 2023-07-13 | |
| 8,226 | $284 | 0.0% | Growth | Very Low | San Diego, CA | 2019-06-26 | |
| 8,110 | $280 | 0.0% | Value | Very High | London, United Kingdom | 2018-11-02 | |
| 8,031 | $276 | 0.0% | Core | Very Low | Juneau, AK | 2018-10-09 | |
| 7,865 | $271 | 0.0% | ETF | Very Low | San Antonio, TX | 2018-11-13 | |
| 7,256 | $250 | 0.0% | Value | Medium | Charlotte, NC | 2018-11-01 | |
| 6,949 | $240 | 0.0% | Value | High | Stamford, CT | 2018-11-14 | |
| 6,900 | $238 | 0.0% | N/A | N/A | New York, NY | 2018-11-07 | |
| 6,530 | $225 | 0.0% | Value | Very High | Toronto, Australia | 2018-11-13 | |
| 6,470 | $223 | 0.0% | Value | Very High | New York, NY | 2018-10-25 | |
| 6,405 | $221 | 0.0% | Core | Medium | Zurich, Switzerland | 2018-11-14 | |
| 6,358 | $219 | 0.0% | ETF | Very High | New York, NY | 2018-11-14 | |
| 6,163 | $213 | 0.0% | GARP | Low | Frankfort, KY | 2018-11-08 | |
| 6,100 | $210 | 0.0% | N/A | N/A | Stockholm, Sweden | 2018-10-23 | |
| 5,875 | $203 | 0.0% | Core | Low | Harrisburg, PA | 2018-11-08 | |
| 5,000 | $172 | 0.0% | Momentum | High | Amsterdam, Philippines | 2018-11-06 | |
| 4,912 | $169 | 0.0% | Core | Low | Bloomfield Hills, MI | 2018-11-13 | |
| 4,018 | $138 | 0.0% | Core | High | Dublin, OH | 2018-11-02 | |
| 3,386 | $117 | 0.0% | Core | Low | Toronto, Australia | 2018-10-12 | |
| 3,000 | $103 | 0.0% | Deep Value | Very High | New York, NY | 2018-11-14 | |
| 2,212 | $76 | 0.0% | Core | Low | Zurich, Switzerland | 2018-11-09 | |
| 2,064 | $71 | 0.0% | Core | Low | Lincoln, NE | 2018-11-13 | |
| 1,479 | $51 | 0.0% | Core | Medium | Sydney, Nsw 2000, China | 2018-11-15 | |
| 1,478 | $51 | 0.0% | N/A | N/A | Phoenix, AZ | 2018-11-14 | |
| 994 | $35 | 0.0% | Growth | Very Low | Pittsburgh, PA | 2018-11-09 | |
| 837 | $28.9K | 0.0% | Core | Medium | Paris, India | 2018-11-07 | |
| 749 | $26 | 0.0% | Value | Medium | New York, NY | 2018-11-13 | |
| 736 | $25 | 0.0% | Agg Growth | N/A | Hong Kong, South Korea | 2018-11-14 | |
| 500 | $17 | 0.0% | N/A | N/A | Miami, FL | 2018-11-14 | |
| 465 | $16 | 0.0% | Index | Low | New York, NY | 2018-11-13 | |
| 465 | $16 | 0.0% | Momentum | High | Pasadena, CA | 2018-10-12 | |
| 460 | $16 | 0.0% | Index | Low | Minneapolis, MN | 2018-11-01 | |
| 459 | $15 | 0.0% | GARP | Low | Phoenix, AZ | 2018-10-15 | |
| 250 | $9 | 0.0% | Core | Medium | Richmond, VA | 2018-11-14 | |
| 248 | $9 | 0.0% | Growth | Low | Boston, MA | 2018-11-13 | |
| 148 | $5 | 0.0% | N/A | N/A | Boston, MA | 2018-10-30 | |
| 139 | $5 | 0.0% | Core | Medium | Pittsburgh, PA | 2018-12-13 | |
| 110 | $4 | 0.0% | ETF | Very Low | Pittsburgh, PA | 2018-11-05 | |
| 90 | $3 | 0.0% | Core | Low | Cincinnati, OH | 2018-10-29 | |
| 77 | $3 | 0.0% | Index | Low | San Francisco, CA | 2018-11-01 | |
| 75 | $3 | 0.0% | N/A | N/A | Rockville, MD | 2018-11-13 | |
| 38 | $1 | 0.0% | N/A | N/A | Bellevue, WA | 2018-11-20 | |
| 21 | $1 | 0.0% | ETF | Low | Carmel, IN | 2018-11-01 | |
| 5 | $0 | 0.0% | ETF | Medium | Clearwater, FL | 2018-11-19 | |
| 0 | $0 | 0.0% | Growth | Very Low | Birmingham, AL | 2018-11-13 | |
| 0 | $0 | 0.0% | GARP | Low | Oaks, PA | 2018-11-08 |