CUSIP: 98973P200 | EO | 58 institutional holders
| Style | Turnover | Location | Filed | ||||
|---|---|---|---|---|---|---|---|
| 1,010,101 | $706.1K | 0.1% | Yield | Low | New York, NY | 2024-08-14 | |
| 629,148 | $439.8K | 0.0% | N/A | N/A | Valley Forge, PA | 2024-08-13 | |
| 222,440 | $155.5K | 0.0% | Index | Very Low | New York, NY | 2024-08-13 | |
| 163,588 | $114.4K | 0.0% | Index | Very Low | Boston, MA | 2024-08-09 | |
| 54,849 | $38.3K | 0.0% | Core | Medium | Zurich, Switzerland | 2024-08-14 | |
| 50,205 | $35.1K | 0.0% | Index | Very Low | Boston, MA | 2024-08-14 | |
| 29,132 | $20.4K | 0.0% | Index | Low | Kansas City, MO | 2024-08-12 | |
| 28,976 | $20.3K | 0.0% | Index | Very Low | Chicago, IL | 2024-08-14 | |
| 24,292 | $17.0K | 0.0% | Index | Low | Scottsdale, AZ | 2024-08-13 | |
| 16,905 | $11.8K | 0.0% | Core | Very High | Miami, FL | 2024-08-14 | |
| 16,866 | $11.8K | 0.0% | Core | Low | Dallas, TX | 2024-08-13 | |
| 16,166 | $11.3K | 0.0% | Core | Low | Woodbury, NY | 2024-08-07 | |
| 14,940 | $10.4K | 0.0% | Core | Low | New York, NY | 2025-05-14 | |
| 14,666 | $9.4K | 0.0% | N/A | N/A | Atlanta, 2Q | 2024-08-09 | |
| 13,999 | $9.8K | 0.0% | ETF | High | Westwood, NJ | 2024-07-30 | |
| 12,709 | $8.9K | 0.0% | Index | Low | Austin, TX | 2024-08-09 | |
| 12,704 | $8.9K | 0.0% | Value | Very High | Chicago, IL | 2024-08-14 | |
| 12,299 | $16.2K | 0.0% | Core | Low | Indianapolis, IN | 2024-09-05 | |
| 11,145 | $7.8K | 0.0% | N/A | N/A | New York, NY | 2024-07-22 | |
| 10,480 | $7 | 0.0% | GARP | Very High | New York, NY | 2024-08-12 | |
| 10,233 | $7.2K | 0.0% | Value | Very High | New York, NY | 2024-08-14 | |
| 7,546 | $5.3K | 0.0% | GARP | Very High | New York, NY | 2024-08-13 | |
| 5,248 | $3.7K | 0.0% | Value | Medium | Levis, Austria | 2024-08-14 | |
| 4,411 | $3.1K | 0.0% | Core | Low | San Francisco, CA | 2024-08-13 | |
| 4,365 | $3.1K | 0.0% | Value | Very Low | Duluth, GA | 2024-07-08 | |
| 3,459 | $2.4K | 0.0% | Core | Medium | Paris, India | 2024-08-13 | |
| 2,821 | $2.0K | 0.0% | ETF | Low | Minnetonka, MN | 2024-07-16 | |
| 1,910 | $1.3K | 0.0% | Core | Low | Stamford, CT | 2024-08-08 | |
| 1,657 | $1.2K | 0.0% | Core | Low | Charlotte, NC | 2024-08-14 | |
| 550 | $385 | 0.0% | ETF | Low | San Francisco, CA | 2024-08-06 | |
| 391 | $273 | 0.0% | Index | Very Low | Boston, MA | 2024-08-01 | |
| 353 | $0 | 0.0% | Core | Low | Toronto, Australia | 2024-11-06 | |
| 267 | $0 | 0.0% | Core | Very High | Chicago, IL | 2024-07-25 | |
| 252 | $176 | 0.0% | Agg Growth | Medium | Boca Raton, FL | 2024-09-11 | |
| 245 | $171 | 0.0% | ETF | Low | West Chester, PA | 2024-07-30 | |
| 233 | $163 | 0.0% | Index | Low | Atlanta, GA | 2024-07-29 | |
| 200 | $140 | 0.0% | Growth | Very Low | Medford, NJ | 2024-08-09 | |
| 166 | $116 | 0.0% | Index | Very Low | Milwaukee, WI | 2024-08-16 | |
| 105 | $73 | 0.0% | Value | Very High | London, United Kingdom | 2024-08-14 | |
| 100 | $70 | 0.0% | ETF | Low | Atlanta, GA | 2024-07-17 | |
| 85 | $0 | 0.0% | Growth | Very Low | Omaha, NE | 2024-07-10 | |
| 66 | $46 | 0.0% | ETF | Low | Tampa, FL | 2024-07-23 | |
| 66 | $47 | 0.0% | ETF | Very Low | Mine Hill, NJ | 2024-07-25 | |
| 26 | $18 | 0.0% | ETF | Medium | San Diego, CA | 2024-08-12 | |
| 13 | $9 | 0.0% | ETF | Medium | Littleton, CO | 2024-08-09 | |
| 12 | $8 | 0.0% | Growth | Medium | New York, NY | 2024-12-26 | |
| 6 | $4 | 0.0% | Core | Very Low | Brattleboro, VT | 2024-07-09 | |
| 0 | $0 | 0.0% | Growth | Very Low | Birmingham, AL | 2024-07-23 |