CUSIP: 98955G103 | 67 institutional holders
| Style | Turnover | Location | Filed | ||||
|---|---|---|---|---|---|---|---|
| 18,068,513 | $20.2M | 1.3% | Deep Value | Low | Timonium, MD | 2024-05-15 | |
| 5,239,291 | $5.9M | 0.8% | Deep Value | Very Low | Santa Clara, CA | 2024-05-13 | |
| 1,944,294 | $2.2M | 0.3% | Deep Value | Very High | Grand Cayman, Germany | 2024-05-09 | |
| 1,814,670 | $2.0M | 0.0% | N/A | N/A | Valley Forge, PA | 2024-05-10 | |
| 1,642,016 | $1.8M | 5.1% | Deep Value | Very High | New York, NY | 2024-05-15 | |
| 806,852 | $904.0K | 0.0% | Index | Low | Chicago, IL | 2024-05-06 | |
| 709,194 | $794.3K | 0.0% | Core | Medium | New York, NY | 2026-10-27 | |
| 683,190 | $765.2K | 0.9% | Growth | Very High | Redondo Beach, CA | 2024-05-15 | |
| 453,706 | $508.3K | 0.0% | Index | Very Low | Boston, MA | 2024-05-13 | |
| 378,161 | $423.5K | 0.0% | N/A | N/A | New York, NY | 2024-05-10 | |
| 340,200 | $381 | 0.0% | Core | High | New York, NY | 2024-05-13 | |
| 288,426 | $323.0K | 2.2% | Yield | Medium | Chicago, IL | 2024-05-09 | |
| 219,760 | $246.1K | 0.3% | GARP | High | Montreal, Quebec, South Africa | 2024-05-10 | |
| 154,743 | $173.3K | 0.0% | Growth | Low | Stockholm, Sweden | 2024-05-13 | |
| 140,000 | $156.8K | 0.0% | Deep Value | Very Low | Portland, OR | 2024-05-03 | |
| 126,744 | $192.3K | 0.1% | Deep Value | Very High | Vancouver, UAE | 2024-05-15 | |
| 113,015 | $126.6K | 0.0% | Index | Very Low | Boston, MA | 2024-05-15 | |
| 106,617 | $119.4K | 0.0% | Yield | Very High | New York, NY | 2024-08-06 | |
| 97,845 | $109.6K | 0.0% | Core | Low | New York, NY | 2024-10-17 | |
| 87,694 | $98.2K | 0.0% | Index | Very Low | Chicago, IL | 2024-05-14 | |
| 59,963 | $67 | 0.0% | GARP | Very High | New York, NY | 2024-05-20 | |
| 57,452 | $64 | 0.0% | GARP | Very High | New York, NY | 2024-05-13 | |
| 51,000 | $57.1K | 0.0% | Deep Value | High | Chicago, IL | 2024-05-15 | |
| 41,014 | $45.9K | 0.0% | Core | Very High | New York, NY | 2024-05-15 | |
| 36,062 | $40.4K | 0.0% | Growth | Medium | Pittsburgh, PA | 2024-04-11 | |
| 24,658 | $27.6K | 0.0% | Growth | Very Low | St. Petersburg, FL | 2024-04-22 | |
| 22,856 | $25.6K | 0.0% | Growth | High | Bala Cynwyd, PA | 2024-05-07 | |
| 22,808 | $25.5K | 0.0% | Value | Very High | New York, NY | 2024-05-15 | |
| 21,053 | $23.6K | 0.0% | ETF | Very Low | Dillsburg, PA | 2024-05-14 | |
| 15,578 | $17.4K | 0.0% | Value | Very High | London, United Kingdom | 2024-05-13 | |
| 13,419 | $15.2K | 0.0% | N/A | Very Low | Ashburn, VA | 2024-04-09 | |
| 11,918 | $13.3K | 0.0% | Core | Low | New York, NY | 2024-04-25 | |
| 10,281 | $11.5K | 0.0% | GARP | Very High | New York, NY | 2024-05-15 | |
| 10,153 | $11.4K | 0.0% | GARP | High | New York, NY | 2024-05-15 | |
| 10,000 | $11.2K | 0.0% | Growth | Medium | Boston, MA | 2026-11-05 | |
| 10,000 | $11.2K | 0.0% | ETF | Low | Boston, MA | 2024-04-29 | |
| 10,000 | $11 | 0.0% | Core | Low | Philadelphia, PA | 2024-05-01 | |
| 1,498 | $1.7K | 0.0% | Deep Value | Very High | Chicago, IL | 2024-05-13 | |
| 1,130 | $1.3K | 0.0% | Index | Low | Scottsdale, AZ | 2024-05-10 | |
| 1,000 | $1.0K | 0.0% | Core | Low | Toronto, Australia | 2024-11-05 | |
| 341 | $382 | 0.0% | Core | Low | San Francisco, CA | 2024-05-10 | |
| 165 | $185 | 0.0% | Growth | Medium | New York, NY | 2024-12-26 | |
| 84 | $94 | 0.0% | Core | Medium | Zurich, Switzerland | 2024-05-13 | |
| 48 | $54 | 0.0% | Value | Very High | London, United Kingdom | 2024-05-14 | |
| 0 | $0 | 0.0% | Growth | Very Low | Birmingham, AL | 2024-05-01 |