CUSIP: 984015503 | 42 institutional holders
| Style | Turnover | Location | Filed | ||||
|---|---|---|---|---|---|---|---|
| 99,507 | $40 | 0.0% | Core | High | New York, NY | 2023-05-12 | |
| 96,982 | $39.4K | 0.0% | N/A | N/A | Valley Forge, PA | 2023-07-14 | |
| 91,545 | $37.7K | 0.0% | Index | Very Low | Boston, MA | 2023-05-15 | |
| 77,819 | $32.1K | 0.0% | Growth | High | Bala Cynwyd, PA | 2023-05-16 | |
| 37,473 | $15 | 0.0% | GARP | Very High | New York, NY | 2023-05-12 | |
| 34,668 | $14.3K | 0.0% | Index | Very Low | Boston, MA | 2023-05-15 | |
| 26,991 | $11 | 0.0% | Value | Very Low | St Helier, Venezuela | 2023-04-26 | |
| 20,224 | $8.2K | 0.0% | Value | Very High | New York, NY | 2023-05-15 | |
| 19,000 | $7.7K | 0.0% | Core | Low | Stamford, CT | 2023-05-15 | |
| 17,760 | $7.2K | 0.0% | Index | Very Low | Chicago, IL | 2023-05-15 | |
| 16,366 | $6.7K | 0.0% | Core | Very High | Miami, FL | 2023-05-15 | |
| 12,773 | $5.3K | 0.0% | N/A | N/A | New York, NY | 2023-05-10 | |
| 11,354 | $5 | 0.0% | GARP | Very High | New York, NY | 2023-05-09 | |
| 10,600 | $4.3K | 0.0% | ETF | Low | Wilmington, DE | 2023-05-03 | |
| 2,952 | $1.2K | 0.0% | Core | Low | New York, NY | 2023-05-15 | |
| 1,361 | $0 | 0.0% | GARP | Very High | Chicago, IL | 2023-04-27 | |
| 260 | $106 | 0.0% | ETF | Low | Newtown Square, PA | 2023-05-01 | |
| 217 | $89 | 0.0% | Growth | Medium | Boston, MA | 2026-11-05 | |
| 105 | $43 | 0.0% | Core | Low | San Francisco, CA | 2023-05-12 | |
| 0 | $0 | 0.0% | Growth | Very Low | Birmingham, AL | 2023-05-15 |