CUSIP: 98886K108 | 100 institutional holders
| Style | Turnover | Location | Filed | ||||
|---|---|---|---|---|---|---|---|
| 377,284 | $5.4K | 0.0% | Core | Medium | Carlsbad, CA | 2016-11-14 | |
| 366,154 | $5.3K | 0.0% | N/A | N/A | Valley Forge, PA | 2016-11-14 | |
| 365,000 | $5.3K | 0.1% | Momentum | Medium | Forest, VA | 2016-10-31 | |
| 181,494 | $2.6K | 0.0% | N/A | N/A | San Francisco, CA | 2016-11-08 | |
| 174,612 | $2.5K | 0.0% | N/A | N/A | San Francisco, CA | 2016-11-08 | |
| 162,200 | $2.3K | 0.0% | Core | High | New York, NY | 2016-11-14 | |
| 144,000 | $2.1K | 0.0% | Core | Low | Trenton, NJ | 2016-10-21 | |
| 118,840 | $1.7K | 0.0% | Core | Medium | New York, NY | 2016-11-10 | |
| 115,768 | $1.7K | 0.0% | Value | High | St Louis, MO | 2016-11-14 | |
| 108,268 | $1.6K | 0.1% | ETF | High | New York, NY | 2016-11-03 | |
| 61,795 | $892 | 0.0% | Deep Value | Very High | San Francisco, CA | 2016-11-14 | |
| 61,129 | $882 | 0.1% | Value | High | Miami, FL | 2016-11-10 | |
| 56,350 | $813 | 0.0% | N/A | N/A | Richmond, VA | 2016-11-09 | |
| 55,847 | $805 | 0.0% | Core | Medium | Frankfurt Am Main, Hong Kong | 2016-11-14 | |
| 50,108 | $723 | 0.0% | N/A | N/A | Miami, FL | 2016-11-14 | |
| 50,000 | $722 | 0.0% | N/A | N/A | New York, NY | 2016-11-14 | |
| 35,000 | $506 | 0.0% | Core | Low | New York, NY | 2016-11-10 | |
| 29,731 | $429 | 0.0% | Index | Very Low | Boston, MA | 2016-11-10 | |
| 26,676 | $385 | 0.0% | Index | Very Low | Chicago, IL | 2016-11-10 | |
| 23,900 | $345 | 0.0% | Growth | Low | Sacramento, CA | 2016-10-25 | |
| 21,652 | $312 | 0.0% | Growth | Medium | Baltimore, MD | 2016-11-17 | |
| 14,899 | $215 | 0.0% | Value | High | New York, NY | 2016-11-14 | |
| 14,800 | $214 | 0.0% | Growth | High | New York, NY | 2016-11-14 | |
| 14,176 | $205 | 0.0% | Growth | Low | Atlanta, GA | 2016-11-14 | |
| 12,100 | $175 | 0.0% | Core | Low | Toronto, Australia | 2016-11-14 | |
| 10,000 | $144 | 0.0% | Core | Medium | San Mateo, CA | 2016-11-14 | |
| 9,330 | $134 | 0.0% | Growth | Medium | Swansea, IL | 2016-11-14 | |
| 4,622 | $67 | 0.0% | Core | Low | San Francisco, CA | 2016-10-31 | |
| 1,402 | $20 | 0.0% | N/A | N/A | Princeton, NJ | 2016-11-08 | |
| 889 | $13 | 0.0% | Core | Medium | Zurich, Switzerland | 2016-11-14 | |
| 750 | $11 | 0.0% | GARP | Very Low | Sydney, Nsw, China | 2016-11-14 | |
| 600 | $9 | 0.0% | Growth | Medium | New York, NY | 2016-11-04 | |
| 107 | $2 | 0.0% | Index | Very Low | Overland Park, KS | 2016-10-12 | |
| 50 | $1 | 0.0% | N/A | N/A | Phoenix, AZ | 2017-11-02 |