CUSIP: 427825500 | XS | 532 institutional holders
| Style | Turnover | Location | Filed | ||||
|---|---|---|---|---|---|---|---|
| 2,441,843 | $24.1M | 2.7% | Growth | Very High | Redondo Beach, CA | 2023-11-14 | |
| 2,420,984 | $23.9M | 0.0% | N/A | N/A | New York, NY | 2023-11-13 | |
| 2,028,117 | $20.0K | 0.3% | Deep Value | Very High | New York, NY | 2023-11-14 | |
| 1,695,834 | $16.7M | 0.0% | N/A | N/A | Valley Forge, PA | 2023-12-18 | |
| 1,541,107 | $15.2M | 0.0% | Core | Medium | New York, NY | 2024-05-15 | |
| 1,100,000 | $10.8M | 0.1% | Value | Very High | Naples, FL | 2023-11-14 | |
| 978,048 | $9.7M | 0.0% | Index | Very Low | Boston, MA | 2023-11-14 | |
| 819,442 | $8.1M | 0.1% | GARP | Very High | New York, NY | 2023-11-14 | |
| 677,053 | $6.7M | 0.0% | Index | Very Low | Boston, MA | 2023-11-13 | |
| 626,754 | $6.2M | 0.1% | Growth | Low | New York, NY | 2023-11-08 | |
| 558,491 | $5.5M | 0.0% | Index | Low | Austin, TX | 2023-11-09 | |
| 553,407 | $5.5M | 0.6% | GARP | High | Chicago, IL | 2023-11-14 | |
| 492,295 | $4.9M | 0.1% | ETF | Very High | Grand Cayman, Germany | 2023-11-03 | |
| 487,315 | $4.8M | 1.7% | Value | Medium | Burlington, VT | 2023-11-09 | |
| 441,669 | $4.4M | 0.0% | Growth | Low | Chicago, IL | 2023-11-14 | |
| 411,053 | $4.1M | 0.0% | Growth | High | New York, NY | 2023-11-14 | |
| 390,150 | $3.8M | 0.0% | Value | Low | Rye, NY | 2023-11-08 | |
| 375,140 | $3.7M | 0.0% | Value | Very High | London, United Kingdom | 2023-11-13 | |
| 326,565 | $3.2M | 0.2% | Momentum | Very High | Chicago, IL | 2023-11-14 | |
| 313,062 | $3.1M | 0.3% | Deep Value | Very High | New York, NY | 2024-11-14 | |
| 300,996 | $3.0M | 0.0% | Core | Low | New York, NY | 2023-11-15 | |
| 288,035 | $2.8M | 0.0% | Growth | High | Bala Cynwyd, PA | 2023-11-14 | |
| 286,934 | $2.8M | 0.0% | Index | Very Low | Chicago, IL | 2023-11-13 | |
| 285,470 | $2.8M | 0.0% | Growth | Medium | New York, NY | 2023-11-14 | |
| 258,600 | $2.6K | 0.0% | Core | High | New York, NY | 2023-11-14 | |
| 246,913 | $2.4M | 0.0% | Core | Very High | New York, NY | 2023-11-14 | |
| 240,000 | $2.4M | 1.1% | Growth | High | Toronto, South Africa | 2023-11-14 | |
| 236,953 | $2.3M | 0.0% | Core | Low | New York, NY | 2023-10-24 | |
| 229,439 | $2.3M | 0.8% | Core | Very High | Chadds Ford, PA | 2023-11-13 | |
| 226,050 | $2.2M | 0.4% | Momentum | Very High | Rye, NY | 2023-11-08 | |
| 202,932 | $2.0M | 0.1% | Deep Value | Very High | New York, NY | 2023-11-14 | |
| 201,000 | $2.0M | 0.3% | Yield | High | Charlottesville, VA | 2023-11-14 | |
| 182,512 | $1.8M | 0.0% | Core | Very High | Chicago, IL | 2023-11-14 | |
| 163,965 | $1.6M | 0.0% | GARP | Very High | San Francisco, CA | 2023-11-14 | |
| 161,800 | $1.6K | 1.9% | N/A | N/A | New York, NY | 2023-11-13 | |
| 150,000 | $1.5M | 0.0% | GARP | Very High | New York, NY | 2023-11-14 | |
| 146,546 | $1.4M | 0.0% | Core | Medium | Zurich, Switzerland | 2023-11-09 | |
| 142,557 | $1.4K | 0.0% | Momentum | Very High | London, United Kingdom | 2023-11-14 | |
| 126,833 | $1.3M | 0.0% | Growth | Low | Atlanta, GA | 2023-11-13 | |
| 117,000 | $1.2K | 0.0% | GARP | High | Toronto, Australia | 2023-11-06 | |
| 116,230 | $1.1M | 0.7% | Yield | High | New York, NY | 2023-10-30 | |
| 105,200 | $1.0M | 0.1% | Deep Value | High | Dallas, TX | 2023-11-14 | |
| 101,365 | $999.5K | 0.0% | Value | High | New York, NY | 2023-11-14 | |
| 100,794 | $993.8K | 0.0% | Core | Medium | Frankfurt Am Main, Hong Kong | 2023-11-24 | |
| 100,000 | $986.0K | 0.0% | Value | Very High | Toronto, Australia | 2023-11-14 | |
| 91,755 | $877.5K | 2.3% | Deep Value | Very High | Chicago, IL | 2023-11-14 | |
| 86,711 | $855.0K | 0.0% | Index | Very Low | San Francisco, CA | 2023-11-08 | |
| 81,549 | $804.1K | 0.0% | Deep Value | Very High | Chicago, IL | 2023-11-13 | |
| 81,262 | $801.2K | 0.0% | GARP | High | New York, NY | 2023-11-14 | |
| 77,161 | $761 | 0.0% | Growth | Medium | Baltimore, MD | 2023-11-14 | |
| 73,999 | $729.6K | 0.0% | Index | Very Low | Boston, MA | 2023-11-09 | |
| 73,652 | $726.2K | 0.5% | GARP | High | Montreal, Quebec, South Africa | 2023-11-13 | |
| 72,397 | $714 | 0.0% | Momentum | High | Amsterdam, Philippines | 2023-11-13 | |
| 70,000 | $690.2K | 0.4% | GARP | High | Stamford, CT | 2023-11-08 | |
| 66,867 | $896 | 0.3% | Deep Value | Very High | Vancouver, UAE | 2023-11-14 | |
| 66,830 | $659 | 0.0% | GARP | Very High | New York, NY | 2023-11-15 | |
| 64,494 | $635.9K | 0.0% | Momentum | High | Evanston, IL | 2023-11-14 | |
| 63,744 | $628.5K | 0.1% | GARP | High | Meridian, ID | 2023-10-26 | |
| 56,740 | $559.5K | 0.0% | Index | Very Low | Tokyo, Mexico | 2023-10-19 | |
| 55,965 | $551.8K | 0.0% | Core | High | Paris, India | 2023-11-29 | |
| 55,711 | $549.3K | 0.0% | Core | Medium | San Mateo, CA | 2023-11-13 | |
| 52,966 | $522.2K | 0.0% | Core | Medium | London, United Kingdom | 2026-03-26 | |
| 52,787 | $520.5K | 0.0% | Core | Low | Charlotte, NC | 2023-11-14 | |
| 50,936 | $502.2K | 0.0% | Core | High | Stamford, CT | 2023-11-15 | |
| 50,000 | $493.0K | 0.2% | Core | Very High | Boston, MA | 2023-11-14 | |
| 48,774 | $480.9K | 0.0% | Core | Medium | Charlotte, NC | 2023-10-27 | |
| 47,761 | $471.0K | 0.0% | Core | Low | Columbus, OH | 2023-12-19 | |
| 47,282 | $467.0K | 0.0% | Core | Low | Toronto, Australia | 2023-11-14 | |
| 44,463 | $438 | 0.0% | GARP | Very High | New York, NY | 2023-11-13 | |
| 44,220 | $436.0K | 0.0% | Core | High | Los Angeles, CA | 2023-11-06 | |
| 43,138 | $425.3K | 0.1% | Agg Growth | Very Low | Cleveland, OH | 2023-10-17 | |
| 40,736 | $401.7K | 0.0% | Value | Medium | Greenwich, CT | 2023-11-14 | |
| 40,235 | $396.7K | 0.0% | Index | Very Low | Chiyoda-Ku, Tokyo, Mexico | 2023-10-30 | |
| 40,000 | $394 | 0.0% | Yield | Very Low | Sittard, Philippines | 2023-10-10 | |
| 39,529 | $389.8K | 0.0% | Growth | Medium | Nashville, TN | 2023-11-14 | |
| 36,313 | $358.0K | 0.0% | Index | Very Low | Fort Mill, SC | 2023-11-13 | |
| 35,500 | $350.0K | 0.0% | Growth | Low | Tokyo, Mexico | 2023-11-03 | |
| 34,614 | $341.3K | 0.0% | Value | Low | Greenwich, CT | 2023-11-08 | |
| 33,964 | $334.9K | 0.0% | Index | Very Low | Buffalo, NY | 2023-11-02 | |
| 33,513 | $330.4K | 0.0% | Growth | Medium | Boston, MA | 2026-11-05 | |
| 30,000 | $295.8K | 0.0% | GARP | High | Paris, India | 2023-11-14 | |
| 25,000 | $246.5K | 0.0% | Core | Medium | Baltimore, MD | 2023-10-25 | |
| 23,286 | $229.6K | 0.0% | Value | Very High | New York, NY | 2023-11-14 | |
| 22,181 | $219 | 0.0% | Index | Very Low | Winnipeg, Argentina | 2023-11-14 | |
| 21,500 | $211 | 0.0% | Growth | Very High | New York, NY | 2023-10-10 | |
| 20,579 | $202.9K | 0.0% | Core | Low | Stamford, CT | 2023-11-13 | |
| 18,127 | $178.7K | 0.0% | N/A | N/A | Walnut Creek, CA | 2023-10-26 | |
| 17,764 | $175.2K | 0.0% | Index | Very Low | Tokyo, Mexico | 2023-11-07 | |
| 16,848 | $166.1K | 0.0% | Core | Low | Whippany, NJ | 2024-05-09 | |
| 15,618 | $154.0K | 0.0% | Agg Growth | Very Low | New York, NY | 2023-11-13 | |
| 15,500 | $152.8K | 0.0% | Core | Medium | Zurich, Switzerland | 2023-10-16 | |
| 14,819 | $145 | 0.0% | Core | Very Low | Juneau, AK | 2023-10-16 | |
| 14,606 | $144 | 0.0% | ETF | Low | Houston, TX | 2023-11-09 | |
| 14,477 | $142.7K | 0.0% | Index | Very Low | St. Louis, MO | 2023-11-02 | |
| 14,247 | $140.5K | 0.0% | Core | Low | New York, NY | 2023-11-14 | |
| 13,731 | $135.4K | 0.0% | Growth | Low | Overland Park, KS | 2023-11-13 | |
| 13,594 | $134.0K | 0.0% | Index | Very Low | Tallahassee, FL | 2023-11-08 | |
| 13,531 | $133.4K | 0.0% | Value | Very High | Greenwich, CT | 2023-11-07 | |
| 13,405 | $132.2K | 0.0% | Growth | Low | Seoul, Malaysia | 2023-10-26 | |
| 13,296 | $131.1K | 0.0% | GARP | Medium | Toronto, Australia | 2023-11-15 | |
| 12,871 | $127 | 0.0% | Growth | High | New York, NY | 2023-10-13 | |
| 11,576 | $114.1K | 0.0% | Core | Medium | Paris, India | 2023-11-14 | |
| 11,491 | $113.3K | 0.1% | Yield | Low | Sausalito, CA | 2023-10-24 | |
| 11,200 | $110.4K | 0.0% | Value | Medium | Boston, MA | 2023-11-14 | |
| 11,134 | $110.3K | 0.0% | Core | Medium | Minneapolis, MN | 2023-11-14 | |
| 10,357 | $102 | 0.0% | Growth | Medium | Chiyoda-Ku,Tokyo, Mexico | 2023-11-01 | |
| 10,322 | $101.8K | 0.0% | Growth | Medium | Atlanta, GA | 2025-02-07 | |
| 10,092 | $100 | 0.0% | GARP | Low | Frankfort, KY | 2023-12-13 | |
| 8,605 | $84.8K | 0.0% | Core | Low | San Francisco, CA | 2023-11-13 | |
| 8,000 | $79 | 0.0% | Yield | Very Low | Sittard, Philippines | 2023-10-10 | |
| 7,500 | $73 | 0.0% | Core | Medium | Columbus, OH | 2023-10-26 | |
| 7,048 | $69.5K | 0.0% | Index | Low | Albany, NY | 2025-10-08 | |
| 6,905 | $68.1K | 0.0% | Index | Very Low | West Sacramento, CA | 2023-11-14 | |
| 6,564 | $64.7K | 0.0% | GARP | Very High | New York, NY | 2023-11-14 | |
| 5,872 | $57 | 0.0% | Core | Medium | New York, NY | 2023-11-14 | |
| 5,497 | $54.2K | 0.0% | Core | Medium | New York, NY | 2023-12-06 | |
| 4,223 | $41.6K | 0.0% | Core | Very High | Miami, FL | 2023-11-14 | |
| 3,925 | $38.7K | 0.0% | Index | Low | Scottsdale, AZ | 2023-11-13 | |
| 3,194 | $31 | 0.0% | Core | Very Low | New York, NY | 2023-11-08 | |
| 2,749 | $27.1K | 0.0% | ETF | Very Low | New York, NY | 2023-11-14 | |
| 2,477 | $24.4K | 0.0% | Index | Very Low | London, United Kingdom | 2023-11-14 | |
| 2,387 | $23.5K | 0.0% | Core | Low | Lincoln, NE | 2023-11-13 | |
| 2,281 | $22.5K | 0.0% | Growth | Very Low | Pittsburgh, PA | 2023-11-13 | |
| 1,500 | $14.8K | 0.0% | Core | Low | Toronto, Australia | 2023-11-13 | |
| 661 | $6.5K | 0.0% | Core | Low | Seattle, WA | 2023-11-13 | |
| 648 | $6.4K | 0.0% | Growth | Low | South Pasadena, CA | 2023-10-27 | |
| 601 | $5 | 0.0% | Core | Very High | Chicago, IL | 2023-11-01 | |
| 430 | $4.2K | 0.0% | Growth | Very Low | Calabasas, United Kingdom | 2023-10-25 | |
| 391 | $3.9K | 0.0% | GARP | Low | Phoenix, AZ | 2023-10-12 | |
| 343 | $3.4K | 0.0% | Core | Low | Cincinnati, OH | 2023-11-14 | |
| 296 | $2.9K | 0.0% | ETF | Very Low | Dallas, TX | 2023-11-09 | |
| 209 | $2.1K | 0.0% | Index | Low | San Francisco, CA | 2024-05-20 | |
| 170 | $1.7K | 0.0% | Core | Low | San Rafael, CA | 2023-10-13 | |
| 125 | $1.2K | 0.0% | ETF | Low | Englewood, CO | 2023-10-11 | |
| 31 | $306 | 0.0% | Index | Low | Atlanta, GA | 2023-11-03 | |
| 22 | $217 | 0.0% | Core | Very Low | Lincoln, NE | 2023-10-25 | |
| 19 | $187 | 0.0% | Core | Medium | Toronto, Ontario, Australia | 2024-02-14 | |
| 4 | $40 | 0.0% | ETF | Low | Cleveland, OH | 2023-11-13 | |
| 0 | $0 | 0.0% | Growth | Very Low | Birmingham, AL | 2023-10-30 |