CUSIP: 98954MAE1 | 72 institutional holders
| Style | Turnover | Location | Filed | ||||
|---|---|---|---|---|---|---|---|
| 114,878,000 | $125.1M | 2.7% | Value | Very High | Rowayton, CT | 2024-08-14 | |
| 80,000,000 | $86.9M | 3.2% | Core | High | Mill Valley, CA | 2024-08-12 | |
| 50,000,000 | $54.4M | 1.5% | GARP | Very High | Miami, FL | 2024-08-14 | |
| 35,943,000 | $39.2M | 0.4% | Deep Value | Very High | Chicago, IL | 2024-08-01 | |
| 33,190,000 | $36.1M | 1.1% | Yield | Very High | New York, NY | 2024-08-14 | |
| 31,500,000 | $34.2M | 0.1% | Core | Very High | New York, NY | 2024-08-14 | |
| 31,146,000 | $33.8M | 0.1% | Growth | Very High | New York, NY | 2024-08-14 | |
| 27,184,000 | $29.8M | 0.0% | Core | Low | Toronto, Australia | 2024-08-14 | |
| 24,000,000 | $26.1M | 0.0% | Growth | High | Bala Cynwyd, PA | 2024-08-15 | |
| 18,165,000 | $19.8M | 0.1% | Growth | Medium | Naperville, IL | 2024-07-25 | |
| 12,500,000 | $13.6M | 0.0% | Core | Very High | New York, NY | 2024-08-14 | |
| 12,472,000 | $13.5M | 0.0% | Core | Low | Charlotte, NC | 2024-08-14 | |
| 12,225,000 | $13.3M | 0.0% | Index | Very Low | Boston, MA | 2024-08-14 | |
| 10,649,000 | $11.5M | 0.0% | Core | Medium | Paris, India | 2024-08-13 | |
| 10,000,000 | $10.9K | 0.8% | Momentum | High | Amsterdam, Philippines | 2024-08-12 | |
| 8,500,000 | $9.3M | 0.0% | Growth | Medium | Frankfurt Am Main, Hong Kong | 2026-05-04 | |
| 8,000,000 | $8.7M | 0.0% | Growth | Medium | Boston, MA | 2026-11-05 | |
| 7,500,000 | $8.2M | 0.0% | Growth | Medium | Atlanta, GA | 2025-02-07 | |
| 5,131,000 | $5.6M | 0.0% | Index | Very Low | New York, NY | 2024-08-13 | |
| 4,565,000 | $5.0M | 0.4% | ETF | Medium | New York, NY | 2024-08-08 | |
| 3,290,000 | $3.6M | 0.1% | Growth | Medium | New York, NY | 2024-08-13 | |
| 3,251,000 | $3.5M | 0.0% | Growth | Medium | New York, NY | 2024-12-26 | |
| 1,659,000 | $1.8M | 0.1% | GARP | Very High | Greenwich, CT | 2024-08-14 | |
| 1,091,000 | $1.2M | 0.0% | Core | Medium | New York, NY | 2024-08-12 | |
| 980,000 | $1.1M | 0.0% | Core | High | London, United Kingdom | 2024-08-14 | |
| 929,000 | $1.0M | 0.0% | Core | Low | San Francisco, CA | 2024-08-13 | |
| 620,000 | $672.2K | 0.0% | Core | Low | New York, NY | 2025-05-14 | |
| 100,000 | $109 | 0.0% | Core | Medium | Brussels, Czech Republic | 2024-07-17 | |
| 100,000 | $109.5K | 0.0% | Core | Very High | New York, NY | 2024-08-13 | |
| 33,877 | $1.6M | 0.0% | Growth | High | Tokyo, Mexico | 2024-08-14 | |
| 14,500 | $1.6K | 0.0% | Growth | High | New York, NY | 2024-07-12 | |
| 13,146 | $610 | 0.0% | Growth | Low | Boston, MA | 2024-08-13 | |
| 0 | $0 | 0.0% | Growth | Very Low | Birmingham, AL | 2024-07-23 |