CUSIP: 003009867 | US | Financial Services · Asset Management | Small Cap | 173 institutional holders
| Style | Turnover | Location | Filed | ||||
|---|---|---|---|---|---|---|---|
| 982,927 | $12.9M | 0.2% | GARP | Medium | Bellevue, WA | 2026-10-23 | |
| 288,082 | $3.8M | 1.8% | Yield | Medium | Las Vegas, NV | 2026-11-05 | |
| 155,079 | $2.0M | 0.7% | Yield | High | Arlington, VA | 2026-10-14 | |
| 137,244 | $1.8M | 0.0% | Index | Very Low | Fort Mill, SC | 2026-11-06 | |
| 109,955 | $1.4M | 0.0% | GARP | Medium | Minneapolis, MN | 2026-11-05 | |
| 86,818 | $1.1M | 0.1% | GARP | Low | Los Angeles, CA | 2026-10-19 | |
| 52,822 | $690.9K | 0.0% | Growth | Low | Los Angeles, CA | 2026-11-04 | |
| 43,054 | $563.1K | 0.0% | ETF | Low | Waltham, MA | 2026-11-02 | |
| 30,754 | $402.3K | 0.0% | Index | Low | Tampa, FL | 2026-11-05 | |
| 29,986 | $392.2K | 0.2% | ETF | Low | Wexford, PA | 2026-10-08 | |
| 25,786 | $337.3K | 0.1% | ETF | N/A | Plymouth, MN | 2026-10-14 | |
| 25,027 | $327.3K | 0.0% | Growth | Low | Mount Pleasant, SC | 2026-10-23 | |
| 24,615 | $323.0K | 0.1% | ETF | Medium | Denver, CO | 2026-10-14 | |
| 20,897 | $273.3K | 0.0% | Core | Low | Plano, TX | 2026-11-06 | |
| 18,933 | $247.6K | 0.0% | Core | Low | Austin, TX | 2026-11-02 | |
| 18,680 | $244.3K | 0.0% | Growth | Low | Tinton Falls, NJ | 2026-10-14 | |
| 17,107 | $223.8K | 0.0% | Index | Very Low | Overland Park, KS | 2026-11-02 | |
| 15,377 | $201.1K | 0.0% | Core | Low | Boston, MA | 2026-11-06 | |
| 14,595 | $190.9K | 0.0% | ETF | Medium | Silverdale, WA | 2026-10-28 | |
| 13,075 | $171.0K | 0.1% | Yield | Low | Eugene, OR | 2026-10-07 | |
| 12,561 | $164.0K | 0.0% | ETF | Low | Fairfield, IA | 2026-11-02 | |
| 11,566 | $151.3K | 0.0% | Growth | Very Low | Seattle, WA | 2026-10-27 | |
| 10,846 | $141.9K | 0.0% | Value | Medium | Chicago, IL | 2026-11-02 | |
| 10,066 | $131.7K | 0.0% | ETF | Medium | Tarrytown, NY | 2026-10-16 | |
| 8,033 | $105.1K | 0.0% | Growth | Low | San Antonio, TX | 2026-10-28 | |
| 5,201 | $68.0K | 0.0% | ETF | Medium | Southfield, MI | 2026-10-08 | |
| 3,609 | $46.2K | 0.0% | Core | Very Low | Weatherford, TX | 2026-10-13 | |
| 2,500 | $32.7K | 0.0% | ETF | Medium | Santa Ana, CA | 2026-11-02 | |
| 2,428 | $31.2K | 0.0% | Core | Low | Toronto, Australia | 2026-10-16 | |
| 1,809 | $23.7K | 0.0% | Growth | Very Low | Appleton, WI | 2026-11-06 | |
| 1,343 | $17.6K | 0.0% | GARP | Low | Mansfield, OH | 2026-10-27 | |
| 1,000 | $13.1K | 0.0% | Growth | Medium | Sugar Land, TX | 2026-11-03 | |
| 836 | $10.9K | 0.0% | Core | Low | Baltimore, MD | 2026-10-27 | |
| 666 | $8.7K | 0.0% | Growth | Very Low | Holland, OH | 2026-10-16 | |
| 533 | $6.9K | 0.0% | ETF | Low | Kennett Square, PA | 2026-10-23 | |
| 499 | $6.5K | 0.0% | Core | Very Low | Saint Louis, MO | 2026-10-27 | |
| 378 | $4.9K | 0.0% | Index | Low | San Francisco, CA | 2026-10-08 | |
| 360 | $4.7K | 0.0% | Index | Very Low | Cincinnati, OH | 2026-11-05 | |
| 340 | $4.4K | 0.0% | ETF | Very Low | Hanover, NH | 2026-10-23 | |
| 333 | $4.4K | 0.0% | Growth | Very Low | Pittsburgh, PA | 2026-11-06 | |
| 300 | $3.9K | 0.0% | ETF | Medium | Sherman Oaks, CA | 2026-10-19 | |
| 166 | $2.2K | 0.0% | Growth | Medium | Mclean, VA | 2026-10-30 | |
| 155 | $2.0K | 0.0% | Yield | Very Low | Bar Harbor, ME | 2026-11-06 | |
| 104 | $1.4K | 0.0% | ETF | Low | Cleveland, OH | 2026-11-06 | |
| 83 | $1.1K | 0.0% | Growth | Low | Carslbad, CA | 2026-10-15 | |
| 43 | $633 | 0.0% | Index | Low | Folsom, CA | 2026-11-06 |