CUSIP: 46132C107 | US | Financial Services · Asset Management | Small Cap | 465 institutional holders
| Style | Turnover | Location | Filed | ||||
|---|---|---|---|---|---|---|---|
| 1,272,539 | $10.6M | 0.3% | Value | Medium | Parsippany, NJ | 2026-10-13 | |
| 550,357 | $4.6M | 0.0% | Core | Low | Austin, TX | 2026-11-02 | |
| 338,694 | $2.8M | 0.0% | ETF | Low | Fairfield, IA | 2026-11-02 | |
| 253,728 | $2.1M | 0.5% | Value | Medium | Englewood, CO | 2026-11-05 | |
| 146,354 | $1.2M | 0.1% | ETF | Very Low | Hermitage, PA | 2026-11-03 | |
| 102,151 | $853.0K | 0.1% | Core | Low | Wichita, KS | 2026-10-14 | |
| 99,600 | $885.4K | 0.3% | Core | Low | Plano, TX | 2026-10-30 | |
| 90,215 | $753.3K | 0.0% | ETF | Low | Waltham, MA | 2026-11-02 | |
| 86,092 | $718.9K | 0.6% | Growth | Low | Worthington, OH | 2026-10-13 | |
| 67,929 | $567.2K | 0.0% | Growth | Medium | Tampa, FL | 2026-10-16 | |
| 48,690 | $406.6K | 0.1% | Core | Low | Dallas, TX | 2026-10-21 | |
| 43,000 | $359.1K | 0.0% | Value | Low | Wilmington, NC | 2026-11-02 | |
| 41,936 | $350.2K | 0.0% | Index | Low | Rockford, IL | 2026-10-28 | |
| 35,730 | $298.3K | 0.0% | ETF | Low | La Jolla, CA | 2026-11-04 | |
| 33,547 | $280.1K | 0.0% | Growth | Low | Austin, TX | 2026-11-03 | |
| 29,145 | $243.4K | 0.0% | ETF | High | San Ramon, CA | 2026-10-09 | |
| 27,700 | $231.3K | 0.0% | Core | Medium | Scottsdale, AZ | 2026-11-03 | |
| 27,298 | $227.9K | 0.1% | ETF | Low | Wexford, PA | 2026-10-08 | |
| 24,660 | $219.8K | 0.0% | ETF | Medium | New York, NY | 2026-11-03 | |
| 21,392 | $182.9K | 0.0% | Core | Low | Plymouth, MN | 2026-10-13 | |
| 19,795 | $165.3K | 0.0% | Core | Low | Concord, NH | 2026-10-21 | |
| 18,567 | $155.0K | 0.0% | Growth | Medium | San Antonio, TX | 2026-10-19 | |
| 15,000 | $148.1K | 0.0% | Core | Low | Cincinnati, OH | 2026-11-03 | |
| 13,617 | $113.7K | 0.0% | ETF | Very Low | Leawood, KS | 2026-10-19 | |
| 12,547 | $104.8K | 0.0% | Core | Low | Aurora, IL | 2026-10-22 | |
| 12,443 | $103.9K | 0.0% | ETF | Low | Dallas, TX | 2026-10-30 | |
| 11,500 | $96.0K | 0.0% | Core | Low | Atlanta, GA | 2026-10-22 | |
| 10,189 | $85.1K | 0.0% | ETF | Low | Denver, CO | 2026-10-13 | |
| 9,891 | $82.6K | 0.0% | ETF | Very High | Bellingham, WA | 2026-10-23 | |
| 7,409 | $61.9K | 0.0% | Growth | Medium | Mclean, VA | 2026-10-30 | |
| 6,831 | $57.0K | 0.0% | GARP | Low | Guilford, CT | 2026-10-22 | |
| 3,000 | $25.1K | 0.0% | Growth | Medium | Sugar Land, TX | 2026-11-03 | |
| 2,537 | $21.2K | 0.0% | GARP | Low | Mansfield, OH | 2026-10-27 | |
| 1,500 | $12.5K | 0.0% | ETF | Medium | Sherman Oaks, CA | 2026-10-19 | |
| 1,487 | $12.4K | 0.0% | Value | Medium | Denver, CO | 2026-10-28 | |
| 1,151 | $9.6K | 0.0% | Agg Growth | Low | Dallas, TX | 2026-11-03 | |
| 915 | $7.6K | 0.0% | Core | Low | Baltimore, MD | 2026-10-27 | |
| 886 | $7.4K | 0.0% | Index | Low | San Francisco, CA | 2026-10-08 |