CUSIP: 46131M106 | US | Financial Services · Asset Management | Small Cap | 437 institutional holders
| Style | Turnover | Location | Filed | ||||
|---|---|---|---|---|---|---|---|
| 1,234,470 | $10.7M | 0.3% | Value | Medium | Parsippany, NJ | 2026-10-13 | |
| 259,750 | $2.2M | 0.2% | Value | Very Low | Columbus, GA | 2026-10-28 | |
| 225,013 | $1.9M | 0.8% | ETF | Medium | Auburn Hills, MI | 2026-10-16 | |
| 215,024 | $1.9M | 0.0% | ETF | Low | Waltham, MA | 2026-11-02 | |
| 122,000 | $1.1M | 0.3% | Growth | Low | Mishawaka, IN | 2026-10-22 | |
| 101,904 | $881.5K | 0.0% | Core | Low | Charlotte, NC | 2026-10-30 | |
| 99,973 | $864.8K | 0.1% | Core | Low | Boston, MA | 2026-11-02 | |
| 85,020 | $735.4K | 0.0% | Core | Medium | Raleigh, NC | 2026-10-30 | |
| 73,204 | $633.2K | 0.4% | ETF | Low | Littleton, CO | 2026-10-20 | |
| 57,100 | $493.9K | 0.1% | ETF | Low | Overland Park, KS | 2026-10-19 | |
| 46,421 | $401.5K | 0.1% | Core | Low | Dallas, TX | 2026-10-21 | |
| 46,125 | $399.0K | 0.1% | Core | Low | Wichita, KS | 2026-10-14 | |
| 41,789 | $361.5K | 0.0% | Deep Value | Very High | Chicago, IL | 2026-11-02 | |
| 35,066 | $9.2K | 0.6% | Value | Medium | Chicago, IL | 2026-11-04 | |
| 32,306 | $303.7K | 0.0% | Core | Medium | Dallas, TX | 2026-11-04 | |
| 31,009 | $268.2K | 0.1% | ETF | High | Dallas, TX | 2026-10-07 | |
| 29,582 | $255.9K | 0.0% | ETF | Very Low | St. Peters, MO | 2026-11-04 | |
| 27,029 | $233.8K | 0.1% | ETF | Low | Wexford, PA | 2026-10-08 | |
| 22,208 | $192.1K | 0.1% | Growth | Medium | San Antonio, TX | 2026-10-19 | |
| 20,615 | $178.3K | 0.0% | Core | Low | Austin, TX | 2026-11-02 | |
| 20,500 | $177.3K | 0.0% | ETF | Low | Westerville, OH | 2026-10-16 | |
| 19,606 | $169.6K | 0.0% | Growth | Medium | Tampa, FL | 2026-10-16 | |
| 18,482 | $159.9K | 0.0% | Core | Low | New York, NY | 2026-11-05 | |
| 17,661 | $152.8K | 0.0% | ETF | Low | La Jolla, CA | 2026-11-04 | |
| 15,000 | $129.8K | 0.0% | Core | Medium | Baton Rouge, LA | 2026-10-19 | |
| 14,700 | $127.2K | 0.0% | Index | Very Low | Cincinnati, OH | 2026-11-05 | |
| 14,400 | $124.6K | 0.0% | ETF | Low | Phoenix, AZ | 2026-10-13 | |
| 13,663 | $118.2K | 0.1% | Yield | Medium | Richmond, VA | 2026-11-04 | |
| 13,500 | $116.8K | 0.0% | Core | Low | Atlanta, GA | 2026-10-22 | |
| 13,500 | $116.8K | 0.0% | Growth | Very Low | Scranton, PA | 2026-10-20 | |
| 12,739 | $110.2K | 0.0% | ETF | Low | Frisco, TX | 2026-11-02 | |
| 11,606 | $100.0K | 0.0% | ETF | Low | Fairfield, IA | 2026-11-02 | |
| 11,594 | $100.3K | 0.0% | ETF | Medium | Louisville, KY | 2026-10-02 | |
| 11,500 | $99 | 0.0% | Core | Low | Pasadena, CA | 2026-10-22 | |
| 10,948 | $116.0K | 0.0% | ETF | Low | Knoxville, TN | 2026-10-28 | |
| 10,883 | $94.1K | 0.0% | Core | Low | Brooklyn, OH | 2026-11-04 | |
| 7,000 | $60.6K | 0.0% | Growth | High | Atlantic Highlands, NJ | 2026-10-23 | |
| 6,227 | $53.9K | 0.0% | Core | Medium | Birmingham, AL | 2026-10-26 | |
| 3,031 | $26.2K | 0.0% | Growth | Low | Tampa, FL | 2026-10-16 | |
| 2,464 | $21.3K | 0.0% | ETF | Very Low | Deephaven, MN | 2026-10-27 | |
| 2,186 | $18.9K | 0.0% | Growth | Medium | Boston, MA | 2026-10-05 | |
| 2,041 | $17.7K | 0.0% | Index | Low | Minneapolis, MN | 2026-11-05 | |
| 1,728 | $14.9K | 0.0% | Core | Low | Cleveland, OH | 2026-10-20 | |
| 1,000 | $8.7K | 0.0% | Growth | Low | Englewood, CO | 2026-10-27 | |
| 1,000 | $8.7K | 0.0% | Core | Low | Charleston, WV | 2026-10-19 | |
| 570 | $4.9K | 0.0% | ETF | Medium | Sherman Oaks, CA | 2026-10-19 | |
| 500 | $4.3K | 0.0% | Growth | Low | San Antonio, TX | 2026-10-28 | |
| 292 | $2.5K | 0.0% | ETF | Medium | Southfield, MI | 2026-10-08 |