CUSIP: 427096508 | NYSE | Financial Services · Asset Management | Mid Cap | 1109 institutional holders
| Style | Turnover | Location | Filed | ||||
|---|---|---|---|---|---|---|---|
| 3,777,695 | $62.5M | 2.8% | Yield | Medium | Ft Lauderdale, FL | 2026-10-09 | |
| 1,455,235 | $24.5M | 8.1% | Yield | Very Low | New York, NY | 2026-10-22 | |
| 1,101,790 | $18.5M | 0.9% | Yield | Low | Frisco, TX | 2026-10-22 | |
| 1,047,257 | $17.6M | 0.0% | Index | Very Low | Chiyoda-Ku, Tokyo, Mexico | 2026-10-29 | |
| 649,397 | $10.9M | 1.5% | Yield | Medium | New Canaan, CT | 2026-10-13 | |
| 600,000 | $10.1K | 0.0% | Growth | Low | Leeds, United Kingdom | 2026-10-09 | |
| 332,601 | $5.6M | 0.0% | Core | Low | Great Falls, MT | 2026-10-28 | |
| 283,759 | $4.8M | 0.1% | Value | Medium | St. Louis, MO | 2026-10-01 | |
| 241,026 | $4.1M | 0.1% | Growth | Low | San Diego, CA | 2026-10-13 | |
| 209,194 | $3.5M | 0.1% | Core | High | Denver, CO | 2026-11-05 | |
| 203,292 | $3.4M | 0.0% | ETF | Low | Waltham, MA | 2026-11-02 | |
| 162,073 | $2.7M | 1.4% | Growth | Medium | Scottsdale, AZ | 2026-10-23 | |
| 154,830 | $2.6M | 0.0% | Growth | Low | Mount Pleasant, SC | 2026-10-23 | |
| 146,991 | $2.5M | 0.1% | Growth | Low | Minneapolis, MN | 2026-11-05 | |
| 135,553 | $2.3M | 0.0% | ETF | Low | Fairfield, IA | 2026-11-02 | |
| 131,888 | $2.2M | 0.3% | Core | Very High | Leawood, KS | 2026-10-20 | |
| 131,661 | $2.2M | 2.9% | Deep Value | Medium | Newport Beach, CA | 2026-10-13 | |
| 124,780 | $2.1M | 0.5% | Agg Growth | Low | San Francisco, CA | 2026-10-14 | |
| 116,916 | $2.0M | 0.0% | Core | Low | New York, NY | 2026-11-05 | |
| 116,126 | $2.0M | 0.4% | Core | Medium | Little Rock, AR | 2026-10-21 | |
| 104,229 | $1.8M | 0.0% | ETF | Medium | Chicago, IL | 2026-10-14 | |
| 101,786 | $1.7M | 0.0% | Growth | Low | Los Angeles, CA | 2026-11-04 | |
| 98,728 | $1.7M | 0.0% | Index | Very Low | Overland Park, KS | 2026-11-02 | |
| 93,080 | $1.6M | 0.1% | Core | Low | Cedar Rapids, IA | 2026-11-05 | |
| 92,782 | $1.6M | 0.3% | ETF | Medium | Denver, CO | 2026-10-14 | |
| 92,707 | $1.6M | 1.1% | ETF | Low | Littleton, CO | 2026-10-20 | |
| 82,333 | $1.4M | 0.2% | Growth | Medium | Troy, MI | 2026-10-19 | |
| 80,327 | $1.3M | 0.1% | Core | Very High | Orlando, FL | 2026-11-02 | |
| 79,679 | $1.3M | 0.1% | Core | Very Low | Naples, FL | 2026-11-05 | |
| 78,024 | $1.3M | 0.0% | Core | Low | Austin, TX | 2026-11-02 | |
| 75,856 | $1.3M | 0.1% | Core | Low | Evanston, IL | 2026-10-22 | |
| 75,015 | $1.3M | 0.0% | GARP | Very High | Chicago, IL | 2026-11-05 | |
| 73,946 | $1.2M | 0.0% | Core | Low | Plymouth, MN | 2026-10-13 | |
| 69,927 | $1.2M | 0.2% | Growth | Low | State College, PA | 2026-10-26 | |
| 69,072 | $1.2M | 0.1% | ETF | Medium | New York, NY | 2026-10-19 | |
| 66,918 | $1.1M | 2.1% | Value | Medium | Brookline, MA | 2026-11-05 | |
| 64,283 | $1.1M | 1.1% | Yield | Medium | Richmond, VA | 2026-11-04 | |
| 62,936 | $1.1M | 0.1% | ETF | Very Low | Mountain View, CA | 2026-11-03 | |
| 62,047 | $1.0M | 0.3% | Core | Low | Easton, MD | 2026-10-20 | |
| 62,000 | $1.0M | 0.2% | Core | Low | Cleveland, OH | 2026-11-03 | |
| 61,803 | $1.0M | 0.0% | Growth | Medium | Ann Arbor, MI | 2026-10-23 | |
| 60,722 | $1.0M | 0.3% | Momentum | High | Naperville, IL | 2026-10-28 | |
| 59,906 | $1.0M | 3.8% | Yield | Medium | Fort Worth, TX | 2026-10-29 | |
| 59,332 | $997.4K | 0.0% | Index | Low | Tampa, FL | 2026-11-05 | |
| 51,471 | $865.2K | 0.0% | Value | Medium | Parsippany, NJ | 2026-10-13 | |
| 48,669 | $818.1K | 0.7% | Core | High | Gardiner, ME | 2026-11-05 | |
| 45,254 | $760.7K | 0.4% | ETF | Low | Memphis, TN | 2026-10-19 | |
| 44,858 | $754.1K | 0.1% | Growth | Medium | Pleasanton, CA | 2026-10-09 | |
| 44,020 | $740.0K | 0.0% | Core | Low | Houston, TX | 2026-11-02 | |
| 43,237 | $726.8K | 0.2% | ETF | Low | Waverly, IA | 2026-10-13 | |
| 40,565 | $681.9K | 0.0% | ETF | Very Low | San Juan, PR | 2026-11-02 | |
| 39,734 | $667.9K | 0.0% | Index | Low | San Francisco, CA | 2026-10-08 | |
| 38,200 | $642.1K | 0.2% | Deep Value | Low | Atlanta, GA | 2026-10-23 | |
| 38,161 | $625.8K | 0.0% | Core | Low | Cincinnati, OH | 2026-10-20 | |
| 37,194 | $625.2K | 0.0% | Index | Low | Minneapolis, MN | 2026-11-05 | |
| 33,869 | $569.3K | 0.2% | ETF | Medium | Orlando, FL | 2026-10-27 | |
| 32,250 | $542.1K | 0.0% | Core | Medium | Houston, TX | 2026-10-28 | |
| 31,652 | $532.1K | 0.0% | Core | Low | Chicago, IL | 2026-10-27 | |
| 30,613 | $514.6K | 0.2% | Core | Low | Lemont, PA | 2026-10-19 | |
| 29,898 | $502.6K | 0.0% | Core | Low | New York, NY | 2026-10-26 | |
| 29,786 | $500.7K | 0.3% | Core | Low | New York, NY | 2026-10-16 | |
| 29,513 | $490.8K | 0.2% | ETF | Medium | Hendersonville, Tn 37075, TN | 2026-11-03 | |
| 29,246 | $491.6K | 0.1% | Core | Medium | Mount Dora, FL | 2026-10-21 | |
| 28,925 | $486.2K | 0.3% | ETF | Medium | Cincinnati, OH | 2026-10-15 | |
| 28,750 | $483.3K | 0.1% | GARP | High | Alexandria, VA | 2026-10-09 | |
| 28,560 | $480.1K | 0.0% | Growth | Low | Bethesda, MD | 2026-10-29 | |
| 28,237 | $474.7K | 0.0% | Core | Medium | Toronto Ontario, Australia | 2026-11-02 | |
| 27,336 | $459.5K | 0.0% | Growth | Medium | Tampa, FL | 2026-10-16 | |
| 26,977 | $453.5K | 0.1% | Agg Growth | Medium | Scottsdale, AZ | 2026-10-20 | |
| 26,804 | $450.6K | 0.0% | Core | Low | Charlotte, NC | 2026-10-30 | |
| 26,771 | $450.0K | 0.0% | ETF | Low | Montclair, NJ | 2026-10-22 | |
| 26,311 | $442.3K | 0.0% | Growth | Low | Memphis, TN | 2026-10-13 | |
| 26,300 | $442.1K | 0.1% | Growth | Low | Miami, FL | 2026-10-13 | |
| 25,992 | $436.9K | 0.2% | Growth | Low | Santa Rosa, CA | 2026-11-02 | |
| 24,743 | $415.9K | 0.1% | Core | Medium | New York, NY | 2026-10-30 | |
| 24,674 | $414.5K | 0.1% | Growth | Low | Saratoga Springs, NY | 2026-10-14 | |
| 24,200 | $407.0K | 0.1% | Core | Medium | Bountiful, UT | 2026-10-28 | |
| 23,960 | $399.2K | 0.0% | Growth | Low | Sandy, UT | 2026-10-20 | |
| 23,960 | $399.2K | 0.0% | Growth | Medium | Sandy, UT | 2026-10-20 | |
| 23,628 | $397.2K | 0.2% | Value | Low | Plymouth, MA | 2026-11-04 | |
| 23,000 | $386.6K | 0.0% | ETF | Low | Edina, MN | 2026-11-03 | |
| 21,902 | $368.2K | 0.2% | ETF | Low | Plymouth, MN | 2026-10-13 | |
| 21,360 | $359.1K | 0.0% | Growth | Low | Austin, TX | 2026-11-03 | |
| 21,239 | $357.0K | 0.0% | GARP | Medium | Bellevue, WA | 2026-10-23 | |
| 21,110 | $354.9K | 0.0% | Core | Very Low | Madison, CT | 2026-11-02 | |
| 21,061 | $354.1K | 0.0% | ETF | Medium | Santa Ana, CA | 2026-11-02 | |
| 21,015 | $353.3K | 0.0% | ETF | Medium | Houston, TX | 2026-10-28 | |
| 20,000 | $336.2K | 0.2% | ETF | Medium | Seattle, WA | 2026-10-28 | |
| 19,902 | $334.6K | 0.0% | Index | Very Low | Atlanta, GA | 2026-10-23 | |
| 18,532 | $311.5K | 0.0% | Core | Medium | Greenville, SC | 2026-10-13 | |
| 18,329 | $300.8K | 0.0% | GARP | Low | Chicago, IL | 2026-10-27 | |
| 18,270 | $307.1K | 0.0% | Growth | Low | Portsmouth, NH | 2026-10-22 | |
| 16,000 | $269.0K | 0.1% | ETF | Medium | Red Bank, NJ | 2026-10-16 | |
| 15,775 | $265.2K | 0.1% | ETF | N/A | Dallas, TX | 2026-10-27 | |
| 15,235 | $256.1K | 0.2% | Core | Medium | Lemont, PA | 2026-10-16 | |
| 15,145 | $254.6K | 0.1% | ETF | N/A | Plymouth, MN | 2026-10-14 | |
| 14,981 | $251.8K | 0.0% | ETF | Medium | Granger, IN | 2026-10-16 | |
| 14,963 | $251.5K | 0.2% | Core | Medium | State College, PA | 2026-10-23 | |
| 14,676 | $246.7K | 0.0% | Index | Low | San Francisco, CA | 2026-11-03 | |
| 14,482 | $243.4K | 0.0% | ETF | Very Low | St. Peters, MO | 2026-11-04 | |
| 14,441 | $253.9K | 0.0% | ETF | Medium | New York, NY | 2026-11-03 | |
| 14,047 | $236.1K | 0.0% | Growth | Medium | Needham, MA | 2026-10-22 | |
| 13,862 | $233.0K | 0.0% | ETF | Low | Overland Park, KS | 2026-10-20 | |
| 13,580 | $228.0K | 0.0% | Core | Low | Pasadena, CA | 2026-10-22 | |
| 12,853 | $216.1K | 0.0% | Index | Low | Atlanta, GA | 2026-10-23 | |
| 12,817 | $215.5K | 0.0% | Core | Low | Lancaster, PA | 2026-10-14 | |
| 12,678 | $213.1K | 0.2% | Growth | Medium | Sugar Land, TX | 2026-11-03 | |
| 12,614 | $212.0K | 0.0% | Core | Low | North Little Rock, AR | 2026-10-23 | |
| 12,600 | $211.8K | 0.0% | ETF | Medium | St. Charles, IL | 2026-10-26 | |
| 12,446 | $209.2K | 0.1% | GARP | Low | Atlanta, GA | 2026-10-23 | |
| 12,227 | $205.5K | 0.1% | Growth | Medium | Midlothian, VA | 2026-10-19 | |
| 12,000 | $201.7K | 0.0% | ETF | Low | Westerville, OH | 2026-10-16 | |
| 11,327 | $190.4K | 0.0% | Growth | Low | Austin, TX | 2026-10-30 | |
| 10,778 | $181.2K | 0.0% | Core | Low | Atlanta, GA | 2026-10-22 | |
| 10,444 | $175.6K | 0.0% | Core | Medium | Richmond, VA | 2026-10-14 | |
| 10,293 | $173.0K | 0.0% | Growth | Low | Tampa, FL | 2026-10-16 | |
| 10,032 | $168.6K | 0.0% | Growth | Low | San Diego, CA | 2026-10-23 | |
| 9,584 | $161.1K | 0.1% | Growth | Low | Englewood, CO | 2026-10-27 | |
| 8,749 | $147.1K | 0.0% | ETF | Low | Dallas, TX | 2026-11-03 | |
| 8,541 | $143.6K | 0.0% | GARP | High | Meridian, ID | 2026-10-22 | |
| 7,942 | $133.5K | 0.0% | ETF | High | Needham, MA | 2026-10-09 | |
| 7,473 | $125.6K | 0.0% | ETF | Low | Yorkville, IL | 2026-10-27 | |
| 7,441 | $125 | 0.0% | Core | Very Low | Juneau, AK | 2026-10-15 | |
| 6,449 | $17.2M | 0.2% | Growth | Medium | Geneva 1, Switzerland | 2026-11-04 | |
| 5,500 | $92.5K | 0.0% | Growth | Medium | Houston, TX | 2026-10-28 | |
| 5,400 | $90.8K | 0.0% | ETF | Low | Brentwood, TN | 2026-10-15 | |
| 4,816 | $80.0K | 0.0% | ETF | Low | Highlands Ranch, CO | 2026-10-29 | |
| 4,240 | $71.3K | 0.1% | ETF | Low | Woodbine, MD | 2026-10-26 | |
| 4,199 | $70.6K | 0.0% | ETF | Very High | Bellingham, WA | 2026-10-23 | |
| 3,898 | $65.5K | 0.0% | Core | Low | Cleveland, OH | 2026-10-20 | |
| 3,875 | $65.1K | 0.1% | Deep Value | Very High | London, United Kingdom | 2026-11-03 | |
| 3,811 | $64.1K | 0.0% | Core | Very Low | Providence, RI | 2026-10-16 | |
| 3,654 | $61.4K | 0.0% | Core | Very High | Chicago, IL | 2026-11-04 | |
| 3,508 | $59.0K | 0.0% | Growth | Low | Omaha, NE | 2026-10-26 | |
| 3,353 | $56.4K | 0.0% | ETF | Low | Menomonee Falls, WI | 2026-10-23 | |
| 3,322 | $55.8K | 0.0% | Core | Medium | Birmingham, AL | 2026-11-04 | |
| 2,900 | $48.7K | 0.0% | Core | Very Low | Spartanburg, SC | 2026-10-30 | |
| 2,381 | $40.0K | 0.0% | ETF | Medium | Scottsdale, AZ | 2026-10-14 | |
| 2,376 | $39.9K | 0.0% | ETF | Medium | Melbourne, FL | 2026-11-05 | |
| 2,171 | $36.5K | 0.0% | Index | Very Low | Cincinnati, OH | 2026-11-05 | |
| 2,051 | $34.5K | 0.0% | Core | Medium | Carmel, IN | 2026-11-05 | |
| 1,850 | $31.1K | 0.0% | Growth | Low | St Louis, MO | 2026-11-05 | |
| 1,845 | $31.0K | 0.0% | ETF | Low | Hunt Valley, MD | 2026-10-23 | |
| 1,750 | $29.4K | 0.0% | ETF | Very Low | Tulsa, OK | 2026-11-05 | |
| 1,712 | $29 | 0.0% | Core | Medium | Auburn, IN | 2026-10-02 | |
| 1,316 | $22.1K | 0.0% | ETF | Low | Concord, CA | 2026-10-21 | |
| 1,300 | $21.9K | 0.0% | ETF | Very Low | Franklin, TN | 2026-10-26 | |
| 1,099 | $18.5K | 0.0% | Core | Medium | Hilton Head Island, SC | 2026-10-23 | |
| 984 | $16.5K | 0.0% | Core | Medium | Birmingham, AL | 2026-10-26 | |
| 600 | $10.1K | 0.0% | Core | Low | Laconia, NH | 2026-10-06 | |
| 577 | $9.7K | 0.0% | Core | Low | Auburn, IN | 2026-10-27 | |
| 570 | $9.6K | 0.0% | Core | Low | Stamford, CT | 2026-10-22 | |
| 556 | $9.3K | 0.0% | ETF | Low | Bethlehem, PA | 2026-10-23 | |
| 533 | $9.0K | 0.0% | Growth | Medium | Columbus, OH | 2026-10-29 | |
| 500 | $8.4K | 0.0% | ETF | Very Low | Mclean, VA | 2026-10-27 | |
| 413 | $6.9K | 0.0% | ETF | Very Low | Mine Hill, NJ | 2026-10-21 | |
| 315 | $5.3K | 0.0% | Core | Low | Augusta, ME | 2026-10-22 | |
| 275 | $4.6K | 0.0% | ETF | Low | Newport Beach, CA | 2026-10-16 | |
| 253 | $4.3K | 0.0% | Value | Medium | Denver, CO | 2026-10-28 | |
| 244 | $4.1K | 0.0% | Core | Medium | Saline, MI | 2026-10-27 | |
| 225 | $3.8K | 0.0% | Core | Low | Toronto, Australia | 2026-10-16 | |
| 219 | $3.7K | 0.0% | Growth | Very Low | Beverly Hills, CA | 2026-10-27 | |
| 205 | $3.4K | 0.0% | Growth | Medium | Mclean, VA | 2026-10-30 | |
| 200 | $3.4K | 0.0% | ETF | Low | San Francisco, CA | 2026-11-03 | |
| 160 | $2.7K | 0.0% | Core | Very Low | Mount Arlington, NJ | 2026-10-01 | |
| 89 | $1.5K | 0.0% | ETF | Very Low | O'Fallon, IL | 2026-10-19 | |
| 66 | $1.1K | 0.0% | ETF | Very Low | Hermitage, PA | 2026-11-03 | |
| 59 | $989 | 0.0% | ETF | Low | Des Moines, IA | 2026-10-22 | |
| 57 | $963 | 0.0% | ETF | Low | Fuquay-Varina, VA | 2026-11-02 | |
| 56 | $943 | 0.0% | Growth | Medium | New London, NH | 2026-11-04 | |
| 2 | $35 | 0.0% | Core | Low | Calabasas, CA | 2026-10-19 | |
| 0 | $0 | 0.0% | ETF | Low | Winston Salem, NC | 2026-11-04 |