CUSIP: 98872L102 | 63 institutional holders
| Style | Turnover | Location | Filed | ||||
|---|---|---|---|---|---|---|---|
| 1,628,470 | $2.6M | 0.0% | Growth | Medium | Boston, MA | 2026-11-05 | |
| 262,343 | $412 | 0.0% | N/A | N/A | Valley Forge, PA | 2022-11-14 | |
| 217,391 | $341 | 0.0% | Value | Very Low | Luxembourg, Netherlands | 2022-11-14 | |
| 68,722 | $108 | 0.0% | Core | High | New York, NY | 2022-11-14 | |
| 55,533 | $87 | 0.0% | Index | Very Low | Boston, MA | 2022-11-14 | |
| 49,543 | $78 | 0.0% | Core | Very High | Miami, FL | 2022-11-14 | |
| 43,185 | $67 | 0.0% | N/A | N/A | New York, NY | 2022-11-14 | |
| 22,556 | $35 | 0.0% | Growth | High | Bala Cynwyd, PA | 2022-11-14 | |
| 15,387 | $24 | 0.0% | Core | Very High | New York, NY | 2022-11-14 | |
| 11,831 | $18 | 0.0% | GARP | Medium | Boston, MA | 2022-11-14 | |
| 11,216 | $18 | 0.0% | Growth | Low | Scottsdale, AZ | 2022-11-15 | |
| 1,442 | $2 | 0.0% | Core | Very High | Chicago, IL | 2022-11-04 | |
| 325 | $0 | 0.0% | ETF | Medium | Omaha, NE | 2022-10-26 | |
| 58 | $0 | 0.0% | Core | Low | San Francisco, CA | 2022-11-14 | |
| 7 | $11 | 0.0% | N/A | N/A | Holbrook, NY | 2023-03-17 | |
| 5 | $0 | 0.0% | Growth | Very Low | Charlotte, NC | 2022-11-14 | |
| 0 | $0 | 0.0% | Growth | Very Low | Birmingham, AL | 2022-11-15 |