CUSIP: 98954MAG6 | TRACE | 109 institutional holders
| Style | Turnover | Location | Filed | ||||
|---|---|---|---|---|---|---|---|
| 78,969,000 | $117.1M | 1.3% | Deep Value | Very High | Chicago, IL | 2024-11-04 | |
| 49,057,000 | $72.6M | 2.0% | Deep Value | Low | New York, NY | 2024-10-31 | |
| 37,051,000 | $49.8M | 1.4% | GARP | Very High | Miami, FL | 2024-11-18 | |
| 36,527,000 | $54.1K | 0.0% | Core | Medium | New York, NY | 2024-11-14 | |
| 35,226,000 | $53.3M | 1.7% | Value | Very High | New York, NY | 2024-11-08 | |
| 28,220,000 | $41.6M | 0.1% | Core | High | London, United Kingdom | 2024-11-14 | |
| 17,500,000 | $25.9M | 0.0% | Growth | Medium | Atlanta, GA | 2025-02-07 | |
| 16,304,000 | $24.4M | 0.0% | Core | Medium | Boston, MA | 2024-11-14 | |
| 15,490,000 | $22.9M | 0.0% | Core | Very High | New York, NY | 2024-11-14 | |
| 14,748,000 | $22.1M | 0.1% | Growth | Medium | Naperville, IL | 2024-11-07 | |
| 14,421,000 | $21.2M | 0.3% | Value | Medium | El Segundo, CA | 2024-11-04 | |
| 12,015,000 | $17.7M | 0.0% | Growth | Medium | Boston, MA | 2026-11-05 | |
| 11,606,000 | $17.3M | 0.0% | Index | Very Low | Boston, MA | 2024-11-14 | |
| 11,053,000 | $16.4M | 0.3% | Value | Very High | Rowayton, CT | 2024-11-14 | |
| 11,000,000 | $16.2M | 0.0% | Value | High | New York, NY | 2024-11-14 | |
| 10,500,000 | $15.5M | 0.0% | Core | Very High | New York, NY | 2024-11-15 | |
| 9,216,000 | $13.9M | 1.1% | ETF | Medium | New York, NY | 2024-11-12 | |
| 6,857,000 | $9.9M | 0.0% | Core | Medium | San Mateo, CA | 2024-11-27 | |
| 5,480,000 | $8.2M | 0.0% | GARP | Low | Paris, India | 2024-11-14 | |
| 4,707,000 | $6.9M | 0.5% | Agg Growth | Medium | Los Angeles, CA | 2024-11-08 | |
| 4,548,000 | $6.9M | 0.0% | Growth | Medium | New York, NY | 2024-12-26 | |
| 4,485,000 | $6.5M | 0.0% | Core | Medium | Paris, India | 2024-11-13 | |
| 4,175,000 | $6.1M | 0.0% | Index | Very Low | New York, NY | 2024-11-13 | |
| 3,361,000 | $5.0M | 0.0% | Core | Very High | Stamford, CT | 2024-11-14 | |
| 3,200,000 | $4.7M | 0.0% | Growth | Low | Atlanta, GA | 2024-11-12 | |
| 2,720,000 | $4.0M | 0.1% | Growth | Medium | New York, NY | 2024-11-13 | |
| 2,500,000 | $3.7M | 0.4% | Yield | Medium | Incline Village, NV | 2024-11-13 | |
| 2,200,000 | $3.3M | 0.0% | Growth | Medium | Frankfurt Am Main, Hong Kong | 2026-05-04 | |
| 2,100,000 | $3.1M | 0.2% | Yield | Medium | London, United Kingdom | 2024-10-31 | |
| 1,840,000 | $2.7M | 0.0% | Core | Medium | Frankfurt Am Main, Hong Kong | 2025-06-26 | |
| 1,490,000 | $2.2M | 0.0% | Growth | Low | New York, NY | 2024-11-14 | |
| 1,169,000 | $1.7M | 0.0% | Core | Low | San Francisco, CA | 2024-11-13 | |
| 1,109,000 | $1.6M | 0.0% | Core | Low | Fort Lee, NJ | 2024-11-14 | |
| 1,090,000 | $1.6M | 0.1% | Core | Very High | London, United Kingdom | 2024-11-14 | |
| 1,004,000 | $1.5M | 0.0% | Core | Medium | Paris, India | 2024-11-13 | |
| 875,000 | $1.3M | 0.0% | Growth | High | Toronto, Australia | 2024-11-12 | |
| 826,000 | $1.2M | 0.0% | Core | Low | New York, NY | 2025-05-14 | |
| 550,000 | $808.5K | 0.0% | Core | Low | Zurich, Switzerland | 2024-11-14 | |
| 510,000 | $764.0K | 0.0% | Value | Medium | Chambesy, Switzerland | 2024-11-14 | |
| 392,000 | $587.7K | 0.0% | Core | Low | Seattle, WA | 2024-11-13 | |
| 373,000 | $548.7K | 0.0% | GARP | Low | Oaks, PA | 2024-11-12 | |
| 280,000 | $411.9K | 0.1% | Core | Medium | Honolulu, HI | 2024-10-02 | |
| 200,000 | $295.7K | 0.0% | Core | Low | New York, NY | 2024-11-12 | |
| 177,000 | $260.4K | 0.0% | Core | Medium | New York, NY | 2024-11-12 | |
| 165,087 | $10.5K | 0.0% | Growth | Low | Boston, MA | 2024-11-13 | |
| 146,000 | $218.7K | 0.0% | Growth | Medium | Naperville, IL | 2024-11-12 | |
| 123,000 | $180.9K | 0.0% | Core | Medium | New York, NY | 2024-11-05 | |
| 100,000 | $148 | 0.0% | Core | Medium | Brussels, Czech Republic | 2024-11-06 | |
| 81,000 | $119.2K | 0.0% | ETF | Very Low | Honolulu, HI | 2024-10-04 | |
| 74,000 | $108.9K | 0.0% | Growth | Very Low | Portsmouth, NH | 2024-10-23 | |
| 65,000 | $95.6K | 0.0% | Core | Low | Little Rock, AR | 2024-10-28 | |
| 23,000 | $33.9K | 0.0% | Agg Growth | Medium | Scottsdale, AZ | 2024-11-06 | |
| 21,000 | $31.1K | 0.0% | Core | Medium | London, United Kingdom | 2026-03-31 | |
| 12,800 | $1.9K | 0.0% | Growth | High | New York, NY | 2024-10-03 | |
| 6,000 | $8.8K | 0.0% | Index | Low | Minneapolis, MN | 2024-10-28 | |
| 4,941 | $315.5K | 0.0% | Growth | High | Tokyo, Mexico | 2025-01-13 | |
| 825 | $1.2M | 0.1% | Core | Very High | Paris, India | 2024-12-03 | |
| 0 | $0 | 0.0% | Growth | Very Low | Birmingham, AL | 2024-10-10 |