CUSIP: 46132P108 | US | Financial Services · Asset Management | Small Cap | 435 institutional holders
| Style | Turnover | Location | Filed | ||||
|---|---|---|---|---|---|---|---|
| 1,145,253 | $12.0M | 0.4% | Value | Medium | Parsippany, NJ | 2026-10-13 | |
| 355,254 | $3.7M | 0.6% | ETF | Low | Greenville, SC | 2026-10-21 | |
| 191,454 | $2.0M | 10.8% | Yield | Very Low | Ashland, OH | 2026-10-28 | |
| 169,996 | $1.8M | 0.0% | Growth | Low | Austin, TX | 2026-11-03 | |
| 131,436 | $1.4M | 0.0% | ETF | Low | Waltham, MA | 2026-11-02 | |
| 83,872 | $877.3K | 0.6% | ETF | Low | Littleton, CO | 2026-10-20 | |
| 71,413 | $747.0K | 0.0% | Core | Low | Great Falls, MT | 2026-10-28 | |
| 63,452 | $664.0K | 0.0% | ETF | Low | Fairfield, IA | 2026-11-02 | |
| 62,455 | $653.3K | 0.0% | ETF | Very Low | Leawood, KS | 2026-10-19 | |
| 45,393 | $474.8K | 0.1% | ETF | Low | Overland Park, KS | 2026-10-19 | |
| 44,685 | $467.4K | 0.1% | ETF | Low | Charlotte, NC | 2026-11-05 | |
| 39,540 | $413.6K | 0.0% | Core | Low | Atlanta, GA | 2026-10-22 | |
| 28,520 | $298.3K | 0.1% | Growth | Medium | Gig Harbor, WA | 2026-10-15 | |
| 27,428 | $286.9K | 0.1% | ETF | Medium | Toms River, NJ | 2026-10-20 | |
| 26,109 | $273.1K | 0.0% | ETF | Very Low | St. Peters, MO | 2026-11-04 | |
| 20,931 | $218.9K | 0.0% | Growth | Medium | Tampa, FL | 2026-10-16 | |
| 20,740 | $216.9K | 0.0% | Deep Value | Very High | Chicago, IL | 2026-11-02 | |
| 19,119 | $200.0K | 0.0% | Core | Low | Austin, TX | 2026-11-02 | |
| 16,500 | $177.5K | 0.1% | ETF | Medium | Valparaiso, IN | 2026-10-13 | |
| 13,456 | $140.8K | 0.1% | ETF | Low | Wexford, PA | 2026-10-08 | |
| 13,097 | $137.0K | 0.0% | Index | Low | Minneapolis, MN | 2026-11-05 | |
| 12,912 | $135.1K | 0.0% | Core | Medium | Oklahoma City, OK | 2026-10-19 | |
| 12,865 | $143.2K | 0.0% | ETF | Medium | Oklahoma City, OK | 2026-10-22 | |
| 12,600 | $131.8K | 0.0% | ETF | Medium | Omaha, NE | 2026-10-13 | |
| 12,514 | $130.9K | 0.0% | Core | Low | Aurora, IL | 2026-10-22 | |
| 11,684 | $122.2K | 0.0% | Core | Low | Cincinnati, OH | 2026-11-04 | |
| 11,451 | $119.8K | 0.0% | ETF | N/A | Dallas, TX | 2026-10-27 | |
| 11,400 | $119.2K | 0.0% | Core | Very Low | Meridian, MS | 2026-11-04 | |
| 10,000 | $104.6K | 0.1% | GARP | Very Low | Venice, FL | 2026-10-19 | |
| 10,000 | $104.6K | 0.0% | Core | Very Low | Madison, CT | 2026-11-02 | |
| 4,208 | $44.0K | 0.0% | Core | Low | Casper, WY | 2026-10-14 | |
| 3,245 | $33.9K | 0.0% | ETF | Very Low | Mclean, VA | 2026-10-27 | |
| 1,358 | $14.2K | 0.0% | ETF | Medium | Southfield, MI | 2026-10-08 | |
| 1,201 | $12.6K | 0.0% | Index | Low | Atlanta, GA | 2026-10-23 | |
| 1,174 | $12.3K | 0.0% | Growth | Medium | Columbus, OH | 2026-10-29 | |
| 600 | $6.3K | 0.0% | Core | Low | Memphis, TN | 2026-10-26 | |
| 470 | $4.9K | 0.0% | ETF | Medium | Sherman Oaks, CA | 2026-10-19 | |
| 274 | $2.9K | 0.0% | ETF | Low | Atlanta, GA | 2026-10-07 | |
| 235 | $2.6K | 0.0% | ETF | Low | Highlands Ranch, CO | 2026-10-29 | |
| 22 | $231 | 0.0% | ETF | Medium | Denver, CO | 2026-10-28 | |
| 1 | $10 | 0.0% | Index | Very Low | Foster City, CA | 2026-10-08 |