EverSource Wealth Advisors, LLC

Position in ZTO — ZTO Express (Cayman) Inc.

CIK 1710537 BIRMINGHAM, AL

Position in ZTO

as of Mar 31, 2026 · filed May 18, 2026 Compact

Position Value

$219,704

+$100,969 QoQ

Shares Held

8,729

+53.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2021

14 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Industrials · as of Mar 31, 2026

EverSource Wealth Advisors, LLC holds $5,672,658 across 15 Integrated Freight & Logistics names. ZTO ranks #6 (3.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FDX	Fedex Corp	6,055	$1,737,839
2	UPS	United Parcel Service Inc	16,391	$1,612,537
3	JBHT	Hunt J B Transport Services Inc	6,303	$1,335,599
4	CHRW	C. H. Robinson Worldwide, Inc.	1,539	$255,574
5	EXPD	Expeditors International Of Washington Inc	1,724	$246,924
6	ZTO	ZTO Express (Cayman) Inc. This page	8,729	$219,704
7	LSTR	Landstar System Inc	1,256	$201,341
8	GXO	GXO Logistics, Inc.	322	$16,691

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
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.