CUSIP: 409735206 | US | Financial Services · Asset Management | Small Cap | 330 institutional holders
| Style | Turnover | Location | Filed | ||||
|---|---|---|---|---|---|---|---|
| 61,586 | $2.2M | 1.6% | Core | Medium | Torrance, CA | 2026-10-30 | |
| 60,329 | $2.2M | 0.0% | Deep Value | Very High | Chicago, IL | 2026-11-02 | |
| 50,800 | $1.8M | 0.0% | ETF | Low | Fairfield, IA | 2026-11-02 | |
| 43,702 | $1.6M | 0.1% | Yield | Medium | London, United Kingdom | 2026-10-30 | |
| 37,611 | $1.3M | 0.3% | Growth | Very Low | Little Rock, AR | 2026-10-28 | |
| 29,566 | $1.1M | 0.0% | Core | Low | New York, NY | 2026-10-26 | |
| 18,232 | $654.2K | 0.0% | Core | Low | Austin, TX | 2026-11-02 | |
| 14,307 | $513.3K | 0.0% | ETF | Low | Waltham, MA | 2026-11-02 | |
| 10,428 | $374.2K | 0.1% | ETF | Medium | Denver, CO | 2026-10-14 | |
| 10,012 | $359.2K | 0.1% | Yield | High | Arlington, VA | 2026-10-14 | |
| 9,579 | $343.7K | 0.0% | ETF | Medium | Newtown Square, PA | 2026-11-03 | |
| 9,050 | $324.7K | 0.0% | Core | Low | Great Falls, MT | 2026-10-28 | |
| 8,000 | $287.0K | 0.1% | Core | Medium | Baton Rouge, LA | 2026-10-19 | |
| 6,882 | $246.9K | 0.1% | Yield | Medium | Chappaqua, NY | 2026-10-23 | |
| 6,663 | $239.1K | 0.0% | Index | Very Low | Overland Park, KS | 2026-11-02 | |
| 6,591 | $240.4K | 0.0% | Core | Low | Plymouth, MN | 2026-10-13 | |
| 1,920 | $68.9K | 0.0% | Index | Low | San Francisco, CA | 2026-10-08 | |
| 1,616 | $58.0K | 0.0% | Value | Medium | Madison, WI | 2026-10-14 | |
| 1,284 | $46.1K | 0.0% | Growth | Medium | Boston, MA | 2026-10-05 | |
| 600 | $21.5K | 0.0% | ETF | Medium | Kokomo, IN | 2026-11-04 | |
| 550 | $19.7K | 0.0% | ETF | Medium | Southfield, MI | 2026-10-08 | |
| 521 | $18.7K | 0.0% | Core | Low | Leesburg, VA | 2026-10-08 | |
| 454 | $16.3K | 0.0% | Core | Medium | Birmingham, AL | 2026-11-04 | |
| 400 | $14.4K | 0.0% | ETF | Very Low | Southfield, MI | 2026-11-04 | |
| 300 | $10.8K | 0.0% | ETF | Very Low | Elmhurst, IL | 2026-11-03 | |
| 277 | $9.9K | 0.0% | Growth | Medium | Mclean, VA | 2026-10-30 | |
| 200 | $7 | 0.0% | ETF | Very Low | Redondo Beach, CA | 2026-11-04 | |
| 158 | $5.7K | 0.0% | ETF | Very Low | Center Valley, PA | 2026-10-16 | |
| 100 | $3.6K | 0.0% | ETF | Very Low | Dayton, OH | 2026-10-22 | |
| 4 | $144 | 0.0% | ETF | Medium | Chicago, IL | 2026-10-14 | |
| 0 | $0 | 0.0% | ETF | Low | New York, NY | 2026-10-28 |