CUSIP: 41013T105 | US | Financial Services · Asset Management | Small Cap | 412 institutional holders
| Style | Turnover | Location | Filed | ||||
|---|---|---|---|---|---|---|---|
| 645,219 | $7.6M | 0.3% | Core | Low | Carlsbad, CA | 2026-10-21 | |
| 232,538 | $2.7M | 0.7% | Core | Low | Auburn, IN | 2026-10-27 | |
| 99,572 | $1.2M | 0.0% | ETF | Low | Waltham, MA | 2026-11-02 | |
| 83,819 | $982.4K | 0.0% | Growth | Medium | Naperville, IL | 2026-11-02 | |
| 80,337 | $941.6K | 0.0% | Core | Low | Austin, TX | 2026-11-02 | |
| 73,742 | $864.3K | 0.0% | ETF | Low | Farmington, CT | 2026-10-13 | |
| 52,000 | $609.4K | 0.2% | ETF | Very Low | Florence, SC | 2026-11-02 | |
| 50,691 | $610.8K | 0.0% | ETF | Medium | San Diego, CA | 2026-11-02 | |
| 47,994 | $562.5K | 0.0% | Core | Low | New York, NY | 2026-10-26 | |
| 38,576 | $452.1K | 0.3% | ETF | Very Low | Port Charlotte, FL | 2026-10-27 | |
| 35,043 | $411.0K | 0.0% | ETF | Low | Fairfield, IA | 2026-11-02 | |
| 31,920 | $373.8K | 0.0% | Core | Very High | Orlando, FL | 2026-11-02 | |
| 27,904 | $331.8K | 0.0% | Core | Low | Plymouth, MN | 2026-10-13 | |
| 25,344 | $297.0K | 0.1% | Growth | Low | Tinton Falls, NJ | 2026-10-14 | |
| 20,990 | $246.0K | 0.2% | ETF | Low | Jessup, PA | 2026-10-09 | |
| 15,000 | $175.8K | 0.0% | Core | Medium | Baton Rouge, LA | 2026-10-19 | |
| 14,898 | $175.2K | 0.0% | ETF | Low | Minnetonka, MN | 2026-10-15 | |
| 14,412 | $168.9K | 0.0% | ETF | Low | Overland Park, KS | 2026-10-20 | |
| 13,265 | $155.5K | 0.0% | ETF | Low | Williston, VT | 2026-10-21 | |
| 13,261 | $155.4K | 0.0% | ETF | Low | Highland Park, IL | 2026-10-29 | |
| 13,026 | $164.3K | 0.0% | ETF | Medium | New York, NY | 2026-11-03 | |
| 12,679 | $148.6K | 0.0% | Growth | Low | San Diego, CA | 2026-10-13 | |
| 12,030 | $141.0K | 0.0% | Index | Low | Tampa, FL | 2026-11-05 | |
| 11,721 | $137.4K | 0.0% | Core | Low | Charlotte, NC | 2026-10-30 | |
| 10,502 | $123.1K | 0.0% | Yield | Very Low | Blue Bell, PA | 2026-10-29 | |
| 10,152 | $119.0K | 0.0% | Index | Very Low | Overland Park, KS | 2026-11-02 | |
| 9,501 | $111.3K | 0.0% | Index | Very Low | Cincinnati, OH | 2026-11-05 | |
| 1,891 | $22.2K | 0.0% | Agg Growth | Low | Coatesville, PA | 2026-10-29 | |
| 1,172 | $13.7K | 0.0% | ETF | Medium | Glen Allen, VA | 2026-10-28 | |
| 849 | $10.0K | 0.0% | Growth | Low | St Louis, MO | 2026-11-05 | |
| 788 | $9.2K | 0.0% | Core | Very Low | Beatrice, NE | 2026-10-21 | |
| 785 | $9.2K | 0.0% | Core | Medium | Birmingham, AL | 2026-10-26 | |
| 500 | $5.9K | 0.0% | Index | Low | Minneapolis, MN | 2026-11-05 | |
| 336 | $3.9K | 0.0% | ETF | Low | Concord, CA | 2026-10-21 | |
| 225 | $2.6K | 0.0% | ETF | Medium | Sherman Oaks, CA | 2026-10-19 | |
| 216 | $2.6K | 0.0% | ETF | Low | Kennett Square, PA | 2026-10-23 | |
| 112 | $1 | 0.0% | ETF | Low | Lake Forest, IL | 2026-10-23 | |
| 100 | $1.2K | 0.0% | ETF | Very Low | Southfield, MI | 2026-11-04 | |
| 80 | $938 | 0.0% | ETF | Very Low | Sylvania, OH | 2026-10-26 |