CUSIP: 41013V100 | US | Financial Services · Asset Management | Small Cap | 382 institutional holders
| Style | Turnover | Location | Filed | ||||
|---|---|---|---|---|---|---|---|
| 102,602 | $2.3M | 0.3% | Value | Low | Wilmington, NC | 2026-11-02 | |
| 79,650 | $1.8M | 0.1% | Value | Medium | Parsippany, NJ | 2026-10-13 | |
| 57,137 | $1.3M | 0.1% | Growth | Medium | Clearwater, FL | 2026-10-26 | |
| 54,099 | $1.2M | 0.0% | Growth | Medium | Tampa, FL | 2026-10-16 | |
| 50,000 | $1.1M | 0.0% | Core | Very Low | Boston, MA | 2026-11-04 | |
| 47,893 | $1.1M | 0.4% | Yield | High | Arlington, VA | 2026-10-14 | |
| 47,337 | $1.0M | 0.3% | Yield | Medium | Chappaqua, NY | 2026-10-23 | |
| 38,464 | $858.1K | 0.0% | Core | Low | Plymouth, MN | 2026-10-13 | |
| 35,734 | $792.6K | 0.0% | Growth | Medium | Mclean, VA | 2026-10-30 | |
| 29,288 | $649.6K | 0.0% | ETF | Low | Waltham, MA | 2026-11-02 | |
| 29,215 | $648.0K | 0.6% | Yield | Very Low | Plano, TX | 2026-10-19 | |
| 29,185 | $647.3K | 0.3% | ETF | Medium | Fort Worth, TX | 2026-10-14 | |
| 27,800 | $616.6K | 0.1% | Core | Medium | Mount Dora, FL | 2026-10-21 | |
| 27,586 | $611.9K | 0.2% | ETF | Medium | Parsippany, NJ | 2026-10-07 | |
| 22,339 | $495.5K | 0.4% | Growth | N/A | Fitchburg, MA | 2026-11-05 | |
| 21,360 | $474.0K | 0.0% | ETF | Low | Fairfield, IA | 2026-11-02 | |
| 19,937 | $442.2K | 0.0% | Core | Low | Cedar Rapids, IA | 2026-11-05 | |
| 17,725 | $393.1K | 0.0% | ETF | Medium | Towson, MD | 2026-10-28 | |
| 13,282 | $294.6K | 0.0% | Core | Low | North Little Rock, AR | 2026-10-23 | |
| 13,241 | $293.7K | 0.1% | Growth | Low | Tinton Falls, NJ | 2026-10-14 | |
| 12,635 | $280.2K | 0.0% | Growth | Low | Los Angeles, CA | 2026-11-04 | |
| 11,150 | $247.3K | 0.0% | Core | Medium | Hartford, CT | 2026-10-27 | |
| 10,432 | $231.4K | 0.0% | Growth | Low | Memphis, TN | 2026-10-13 | |
| 10,100 | $224.0K | 0.1% | ETF | Very Low | Miami, FL | 2026-10-22 | |
| 10,032 | $222.5K | 0.0% | Index | Very Low | Overland Park, KS | 2026-11-02 | |
| 9,406 | $208.6K | 0.8% | Yield | Medium | Fort Worth, TX | 2026-10-29 | |
| 4,026 | $89.3K | 0.0% | Core | Medium | Birmingham, AL | 2026-10-26 | |
| 3,832 | $85.0K | 0.0% | Deep Value | Very High | Chicago, IL | 2026-11-02 | |
| 3,200 | $71.0K | 0.0% | Index | Very Low | Cincinnati, OH | 2026-11-05 | |
| 1,500 | $33.3K | 0.0% | ETF | Low | Birmingham, AL | 2026-10-26 | |
| 1,000 | $22.2K | 0.0% | Core | Low | Chicago, IL | 2026-10-27 | |
| 950 | $21.1K | 0.0% | Index | Low | San Francisco, CA | 2026-11-03 | |
| 650 | $14.4K | 0.0% | Growth | Medium | Boston, MA | 2026-10-05 | |
| 600 | $13.3K | 0.0% | ETF | Medium | Kokomo, IN | 2026-11-04 | |
| 400 | $8.9K | 0.0% | Growth | Low | St Louis, MO | 2026-11-05 | |
| 285 | $6.3K | 0.0% | Index | Low | San Francisco, CA | 2026-10-08 | |
| 248 | $5.5K | 0.0% | ETF | Low | Concord, CA | 2026-10-21 | |
| 200 | $4.4K | 0.0% | Core | Low | Augusta, ME | 2026-10-22 | |
| 66 | $1.5K | 0.0% | ETF | Very Low | Hermitage, PA | 2026-11-03 |