CUSIP: 40167F101 | US | Financial Services · Asset Management | Mid Cap | 517 institutional holders
| Style | Turnover | Location | Filed | ||||
|---|---|---|---|---|---|---|---|
| 1,072,927 | $9.1M | 0.5% | Growth | Low | Scottsdale, AZ | 2026-11-03 | |
| 1,041,150 | $8.9M | 3.9% | Yield | Medium | Santa Monica, CA | 2026-10-20 | |
| 975,679 | $8.3M | 4.2% | ETF | Low | Wexford, PA | 2026-10-08 | |
| 547,068 | $4.7M | 0.0% | Core | Low | Charlotte, NC | 2026-10-30 | |
| 523,345 | $4.5M | 0.9% | ETF | N/A | Plymouth, MN | 2026-10-14 | |
| 429,833 | $3.7M | 0.4% | ETF | Medium | Dallas, TX | 2026-10-29 | |
| 342,237 | $2.9M | 1.9% | ETF | Medium | Yarmouth, ME | 2026-10-09 | |
| 332,727 | $2.8M | 0.1% | ETF | Very Low | Leawood, KS | 2026-10-19 | |
| 220,800 | $1.9M | 0.0% | Core | High | Denver, CO | 2026-11-05 | |
| 220,000 | $1.9M | 0.7% | Value | Medium | Portland, OR | 2026-10-29 | |
| 185,111 | $1.6M | 0.0% | ETF | Low | Fairfield, IA | 2026-11-02 | |
| 169,561 | $1.4M | 0.0% | Core | Low | Austin, TX | 2026-11-02 | |
| 164,885 | $1.4M | 0.1% | Core | Low | Pasadena, CA | 2026-10-22 | |
| 156,534 | $1.3M | 0.1% | ETF | Low | Knoxville, TN | 2026-11-03 | |
| 154,082 | $1.3M | 0.1% | Yield | High | Rosemary Beach, FL | 2026-10-21 | |
| 141,021 | $1.2M | 1.0% | Yield | Low | Chiefland, FL | 2026-10-16 | |
| 140,515 | $1.2M | 0.3% | ETF | Low | Garden City, NY | 2026-11-04 | |
| 139,560 | $1.2M | 0.0% | ETF | Low | Waltham, MA | 2026-11-02 | |
| 130,233 | $1.1M | 1.0% | Yield | Very Low | Plano, TX | 2026-10-19 | |
| 120,861 | $1.0M | 0.0% | Index | Low | Rockford, IL | 2026-10-28 | |
| 106,309 | $990.0K | 0.0% | ETF | Medium | New York, NY | 2026-11-03 | |
| 99,666 | $848.2K | 0.0% | ETF | Low | Phoenix, AZ | 2026-10-13 | |
| 81,540 | $693.9K | 0.0% | Growth | Medium | Ann Arbor, MI | 2026-10-23 | |
| 70,062 | $596.2K | 0.0% | ETF | Low | Minneapolis, MN | 2026-10-14 | |
| 67,018 | $570.3K | 0.0% | Deep Value | Very High | Chicago, IL | 2026-11-02 | |
| 55,172 | $469.5K | 0.3% | ETF | Medium | Gainesville, FL | 2026-10-06 | |
| 53,244 | $453.1K | 0.0% | Core | Low | Cleveland, OH | 2026-10-20 | |
| 49,368 | $420.1K | 0.0% | ETF | Low | Overland Park, KS | 2026-10-20 | |
| 47,693 | $424.0K | 0.0% | ETF | Medium | San Diego, CA | 2026-11-02 | |
| 47,148 | $401.2K | 0.0% | ETF | Low | Greenville, SC | 2026-10-14 | |
| 43,850 | $373.2K | 0.1% | Core | Medium | Durham, NC | 2026-10-30 | |
| 43,327 | $368.7K | 0.0% | ETF | Very Low | Wellesley, MA | 2026-10-19 | |
| 40,264 | $342.6K | 0.0% | ETF | Medium | Southfield, MI | 2026-10-08 | |
| 38,632 | $328.8K | 0.0% | Core | Medium | Richmond, VA | 2026-10-14 | |
| 38,211 | $325.2K | 0.0% | ETF | Low | Cincinnati, OH | 2026-11-03 | |
| 36,786 | $313.0K | 0.0% | Core | Low | New York, NY | 2026-10-26 | |
| 35,307 | $300.5K | 0.0% | Growth | Low | Mount Pleasant, SC | 2026-10-23 | |
| 35,000 | $297.9K | 0.1% | Growth | Low | Mendham, NJ | 2026-10-16 | |
| 33,545 | $285.5K | 0.0% | ETF | Medium | Newtown Square, PA | 2026-11-03 | |
| 26,526 | $225.7K | 0.2% | Yield | Medium | Irvine, CA | 2026-10-29 | |
| 26,437 | $225.0K | 0.0% | ETF | Medium | Wethersfield, CT | 2026-10-19 | |
| 24,571 | $209.1K | 0.0% | Index | Very Low | Overland Park, KS | 2026-11-02 | |
| 24,499 | $208.5K | 0.0% | Growth | Medium | Provo, UT | 2026-10-20 | |
| 22,701 | $193.2K | 0.0% | Yield | Very Low | Blue Bell, PA | 2026-10-29 | |
| 22,250 | $189.5K | 0.1% | Growth | Low | University Park, FL | 2026-10-09 | |
| 22,013 | $187.3K | 0.0% | Growth | Low | Memphis, TN | 2026-10-13 | |
| 21,735 | $185.0K | 0.0% | ETF | High | Danville, CA | 2026-10-16 | |
| 21,302 | $181.3K | 0.1% | Core | Low | Davenport, IA | 2026-10-16 | |
| 20,977 | $178.5K | 0.1% | ETF | Low | Augusta, GA | 2026-10-14 | |
| 19,827 | $168.7K | 0.0% | Core | Medium | Greenville, SC | 2026-10-13 | |
| 19,685 | $167.5K | 0.0% | Growth | Medium | Troy, MI | 2026-10-19 | |
| 18,499 | $157.4K | 0.0% | ETF | Low | Greenville, SC | 2026-10-21 | |
| 16,102 | $138.2K | 0.0% | Core | Very High | Orlando, FL | 2026-11-02 | |
| 15,905 | $135.4K | 0.0% | ETF | Low | Dubuque, IA | 2026-11-03 | |
| 13,691 | $116.5K | 0.1% | Growth | Medium | Plano, TX | 2026-10-08 | |
| 13,625 | $115.9K | 0.0% | ETF | Medium | Denver, CO | 2026-10-14 | |
| 13,344 | $113.6K | 0.0% | Growth | Low | Austin, TX | 2026-10-30 | |
| 13,124 | $111.7K | 0.0% | Core | Medium | Birmingham, AL | 2026-10-26 | |
| 12,679 | $111.5K | 0.0% | Core | Medium | Dallas, TX | 2026-11-04 | |
| 12,586 | $107.1K | 0.0% | ETF | Very Low | Naples, FL | 2026-10-26 | |
| 12,171 | $103.6K | 0.0% | Core | Low | Cincinnati, OH | 2026-11-04 | |
| 12,082 | $105.6K | 0.0% | Core | Low | Plymouth, MN | 2026-10-13 | |
| 11,800 | $100.4K | 0.0% | ETF | Medium | Wheaton, IL | 2026-10-22 | |
| 10,966 | $93.3K | 0.0% | ETF | High | Jacksonville, FL | 2026-10-08 | |
| 10,711 | $91.2K | 0.0% | Core | Medium | Richmond, IN | 2026-10-15 | |
| 9,835 | $83.7K | 0.1% | Growth | N/A | Kansas City, MO | 2026-10-19 | |
| 5,352 | $45.5K | 0.0% | Growth | Low | Tampa, FL | 2026-10-16 | |
| 4,871 | $41 | 0.0% | ETF | Low | Lake Forest, IL | 2026-10-23 | |
| 4,073 | $34.7K | 0.0% | Growth | Medium | Boston, MA | 2026-10-05 | |
| 4,024 | $35 | 0.0% | Core | Very Low | Wheeling, WV | 2026-11-04 | |
| 1,783 | $15.2K | 0.0% | Core | N/A | Tampa, FL | 2026-10-30 | |
| 1,500 | $12.8K | 0.0% | Value | Very Low | Damariscotta, ME | 2026-10-26 | |
| 1,116 | $9.5K | 0.0% | ETF | Low | Concord, CA | 2026-10-21 | |
| 1,000 | $8.5K | 0.0% | Core | Low | Chicago, IL | 2026-10-27 | |
| 619 | $5.3K | 0.0% | Growth | Medium | Mclean, VA | 2026-10-30 | |
| 365 | $3.1K | 0.0% | ETF | Medium | Chicago, IL | 2026-10-14 | |
| 230 | $2.0K | 0.0% | ETF | Medium | Sherman Oaks, CA | 2026-10-19 | |
| 35 | $298 | 0.0% | Growth | Very Low | Minneapolis, MN | 2026-11-03 | |
| 32 | $272 | 0.0% | Value | Very Low | Litchfield, IL | 2026-10-07 | |
| 7 | $60 | 0.0% | Yield | High | Myrtle Beach, SC | 2026-10-23 | |
| 1 | $9 | 0.0% | Core | Medium | New York, NY | 2026-11-04 |