EverSource Wealth Advisors, LLC

Position in ZTO — ZTO Express (Cayman) Inc.

CIK 1710537 BIRMINGHAM, AL

Position in ZTO

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$118,499

-$101,205 QoQ

Shares Held

5,295

-39.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#136

of 195 holders

Holding Since

Dec 2021

15 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

EverSource Wealth Advisors, LLC holds $6,000,459 across 16 Integrated Freight & Logistics names. ZTO ranks #8 (2.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JBHT	Hunt J B Transport Services Inc	5,799	$1,678,399
2	FDX	Fedex Corp	5,042	$1,578,795
3	UPS	United Parcel Service Inc	13,637	$1,465,975
4	FDXF	FedEx Freight Holding Company, Inc.	2,337	$352,887
5	LSTR	Landstar System Inc	1,156	$239,068
6	CHRW	C. H. Robinson Worldwide, Inc.	1,266	$238,433
7	EXPD	Expeditors International Of Washington Inc	1,346	$219,367
8	ZTO	ZTO Express (Cayman) Inc. This page	5,295	$118,499

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$118,499	5,295	-39.3%	Shares	Sole	2026-07-24
2026-03-31	$219,704	8,729	+53.6%	Shares	Sole	2026-05-18
2025-12-31	$118,735	5,684	+7.8%	Shares	Sole	2026-02-06
2025-09-30	$101,220	5,272	+51.1%	Shares	Sole	2025-11-10
2025-06-30	$61,928	3,489	+156.2%	Shares	Sole	2025-08-13
2025-03-31	$27,020	1,362	+31.8%	Shares	Sole	2025-05-13
2024-12-31	$20,193	1,033	-24.3%	Shares	Sole	2025-02-10
2024-09-30	$33,809	1,365	+27.1%	Shares	Sole	2024-11-08
2024-06-30	$22,285	1,074	+17.9%	Shares	Sole	2024-08-13
2024-03-31	$19,075	911	+3695.8%	Shares	Sole	2024-06-11
2023-12-31	$510	24	-64.2%	Shares	Sole	2024-02-09
2023-09-30	$1,619	67	+31.4%	Shares	Sole	2023-11-03
2023-06-30	$1,279	51	-46.3%	Shares	Sole	2023-08-04
2023-03-31	$2,722	95	+13.1%	Shares	Sole	2023-05-11
2021-12-31	$2,370	84	—	Shares	Sole	2022-02-17
No filing history on record for this holder in this stock.