CUSIP: 989855101 | 76 institutional holders
| Style | Turnover | Location | Filed | ||||
|---|---|---|---|---|---|---|---|
| 4,370,060 | $66.4K | 0.1% | Yield | High | New York, NY | 2014-05-15 | |
| 1,686,850 | $25.6K | 0.0% | Growth | Medium | Baltimore, MD | 2014-05-15 | |
| 1,214,401 | $18.4K | 0.0% | Index | Low | Austin, TX | 2014-05-14 | |
| 800,176 | $12.2K | 0.0% | Value | Medium | New York, NY | 2014-05-12 | |
| 658,060 | $10.0K | 0.0% | N/A | N/A | San Francisco, CA | 2014-05-02 | |
| 565,000 | $8.6K | 0.0% | N/A | N/A | Toronto, Australia | 2014-05-06 | |
| 462,877 | $7.0K | 0.0% | N/A | N/A | San Francisco, CA | 2014-05-02 | |
| 445,376 | $6.8K | 0.0% | N/A | N/A | Valley Forge, PA | 2014-05-13 | |
| 416,739 | $6.3K | 0.0% | GARP | Low | New York, NY | 2014-05-15 | |
| 297,500 | $4.5K | 0.0% | Value | Low | Greenwich, CT | 2014-05-16 | |
| 270,024 | $4.1K | 0.0% | Index | Very Low | Boston, MA | 2014-05-15 | |
| 265,568 | $4.0K | 0.1% | N/A | N/A | New Haven, CT | 2014-05-14 | |
| 258,960 | $3.9K | 0.0% | Core | Medium | Frankfurt Am Main, Hong Kong | 2014-05-15 | |
| 234,900 | $3.6K | 0.0% | Growth | Very Low | Rye, NY | 2014-05-02 | |
| 233,600 | $3.5K | 0.0% | Core | High | New York, NY | 2014-05-14 | |
| 233,150 | $3.5K | 0.0% | Index | Very Low | Chicago, IL | 2014-05-14 | |
| 204,000 | $3.1K | 0.0% | Value | Low | Rye, NY | 2014-05-16 | |
| 119,517 | $1.8K | 0.0% | Value | Low | Greenwich, CT | 2014-05-15 | |
| 103,233 | $1.6K | 0.0% | Core | Low | New York, NY | 2016-04-01 | |
| 90,817 | $1.7K | 0.0% | N/A | N/A | Seattle, WA | 2014-05-16 | |
| 82,713 | $1.3K | 0.0% | Index | Very Low | Boston, MA | 2014-05-14 | |
| 81,251 | $1.2K | 0.0% | N/A | N/A | New York, NY | 2014-05-13 | |
| 64,200 | $946 | 0.0% | Growth | Low | Sacramento, CA | 2015-08-17 | |
| 57,684 | $877 | 0.0% | Index | Very Low | San Francisco, CA | 2014-04-29 | |
| 56,707 | $861 | 0.0% | N/A | N/A | Princeton, NJ | 2014-05-02 | |
| 51,700 | $785 | 0.0% | Deep Value | Medium | Houston, TX | 2014-05-15 | |
| 49,337 | $750 | 0.0% | Core | Low | San Francisco, CA | 2014-08-12 | |
| 35,727 | $543 | 0.0% | Core | Very High | Miami, FL | 2015-06-26 | |
| 30,168 | $458 | 0.0% | Index | Very Low | West Sacramento, CA | 2014-05-08 | |
| 28,655 | $435 | 0.0% | N/A | N/A | West Chester, PA | 2014-05-05 | |
| 27,439 | $417 | 0.0% | Value | High | New York, NY | 2014-05-15 | |
| 27,200 | $413 | 0.0% | Growth | Medium | Nashville, TN | 2014-05-13 | |
| 24,700 | $375 | 0.0% | Value | High | New York, NY | 2015-06-11 | |
| 24,700 | $375 | 0.0% | Value | High | New York, NY | 2015-06-11 | |
| 22,927 | $348 | 0.0% | Index | Very Low | Boston, MA | 2014-05-06 | |
| 22,620 | $344 | 0.0% | N/A | N/A | New York, NY | 2014-05-13 | |
| 21,148 | $322 | 0.0% | Growth | High | New York, NY | 2014-05-15 | |
| 21,050 | $320 | 0.0% | Core | Low | Harmony, PA | 2014-05-15 | |
| 20,380 | $310 | 0.0% | Core | Low | New York, NY | 2014-05-13 | |
| 19,479 | $296 | 0.0% | Index | Very Low | Tallahassee, FL | 2014-04-24 | |
| 17,900 | $272 | 0.0% | ETF | Low | Lansing, MI | 2014-05-13 | |
| 16,822 | $256 | 0.0% | Growth | Low | Bethesda, MD | 2014-05-07 | |
| 15,893 | $241 | 0.0% | ETF | Very Low | Columbus, OH | 2014-05-09 | |
| 14,000 | $213 | 0.0% | Core | Low | Wheeling, WV | 2014-05-02 | |
| 13,945 | $212 | 0.0% | Growth | Low | Atlanta, GA | 2014-05-15 | |
| 13,526 | $205 | 0.0% | ETF | Very Low | New York, NY | 2014-05-05 | |
| 13,502 | $205 | 0.0% | GARP | Medium | Toronto, Australia | 2014-05-15 | |
| 13,500 | $205 | 0.0% | Growth | Medium | Atlanta, GA | 2014-05-15 | |
| 12,618 | $192 | 0.0% | N/A | N/A | Wilmington, DE | 2014-06-05 | |
| 12,222 | $186 | 0.0% | Growth | Low | Denver, CO | 2014-05-02 | |
| 11,963 | $182 | 0.0% | N/A | N/A | Zurich, Switzerland | 2014-05-15 | |
| 11,314 | $171.9K | 0.0% | Agg Growth | Very Low | New York, NY | 2014-05-12 | |
| 9,800 | $149 | 0.0% | Index | Very Low | Zurich, Switzerland | 2014-05-06 | |
| 8,914 | $136 | 0.0% | Core | Low | Charlotte, NC | 2014-05-15 | |
| 6,552 | $99 | 0.0% | Core | Medium | New York, NY | 2014-05-15 | |
| 2,000 | $30 | 0.0% | N/A | N/A | Stamford, CT | 2014-05-16 | |
| 1,935 | $29 | 0.0% | Core | Medium | London, United Kingdom | 2014-05-15 | |
| 900 | $14 | 0.0% | Core | Low | Toronto, Australia | 2014-05-15 | |
| 655 | $10 | 0.0% | N/A | N/A | New York, NY | 2014-05-02 | |
| 600 | $9 | 0.0% | Core | Low | Toronto, Australia | 2014-05-15 | |
| 500 | $8 | 0.0% | Core | Medium | Richmond, VA | 2014-05-09 | |
| 493 | $7 | 0.0% | N/A | N/A | London, United Kingdom | 2014-05-02 | |
| 444 | $7 | 0.0% | Growth | Medium | Austin, TX | 2014-05-01 | |
| 430 | $7 | 0.0% | GARP | Very High | New York, NY | 2014-05-02 | |
| 246 | $3 | 0.0% | GARP | Medium | San Diego, CA | 2014-04-23 | |
| 200 | $3 | 0.0% | Core | Medium | Minneapolis, MN | 2014-05-14 | |
| 200 | $3 | 0.0% | Index | Very Low | Overland Park, KS | 2014-04-11 | |
| 165 | $3.2K | 0.0% | Core | Medium | Paris, India | 2014-05-13 | |
| 77 | $1 | 0.0% | Growth | Very Low | Pittsburgh, PA | 2014-05-09 |