CUSIP: 46132X101 | US | Financial Services · Asset Management | Micro Cap | 299 institutional holders
| Style | Turnover | Location | Filed | ||||
|---|---|---|---|---|---|---|---|
| 1,310,011 | $7.5M | 0.2% | Value | Medium | Parsippany, NJ | 2026-10-13 | |
| 265,379 | $1.5M | 0.0% | ETF | Low | Waltham, MA | 2026-11-02 | |
| 260,920 | $1.5M | 0.0% | Growth | Very Low | Pittsburgh, PA | 2026-11-06 | |
| 151,391 | $867.5K | 0.0% | Index | Very Low | Fort Mill, SC | 2026-11-06 | |
| 117,264 | $672.0K | 0.0% | ETF | Low | Fairfield, IA | 2026-11-02 | |
| 114,299 | $654.9K | 0.0% | ETF | Medium | Chicago, IL | 2026-11-03 | |
| 74,780 | $428.5K | 0.2% | Yield | Low | Westborough, MA | 2026-11-06 | |
| 52,470 | $300.7K | 0.1% | Core | Low | Dallas, TX | 2026-10-21 | |
| 43,009 | $246.4K | 0.0% | Core | Low | Overland Park, KS | 2026-10-22 | |
| 39,480 | $226.2K | 0.0% | ETF | High | San Ramon, CA | 2026-10-09 | |
| 28,793 | $165.0K | 0.0% | ETF | Very Low | Columbus, OH | 2026-10-23 | |
| 28,071 | $160.8K | 0.0% | Core | Low | Chapel Hill, NC | 2026-11-03 | |
| 26,184 | $150.0K | 0.0% | ETF | Medium | Melbourne, FL | 2026-11-05 | |
| 25,811 | $147.9K | 0.2% | Core | Low | Tampa, FL | 2026-10-16 | |
| 25,646 | $147.0K | 0.0% | Growth | Medium | Tampa, FL | 2026-10-16 | |
| 23,101 | $132.4K | 0.1% | Growth | Low | University Park, FL | 2026-10-09 | |
| 20,986 | $120.3K | 0.0% | ETF | Very Low | Birmingham, AL | 2026-10-30 | |
| 18,450 | $105.7K | 0.0% | Core | Low | Aurora, IL | 2026-10-22 | |
| 18,286 | $104.8K | 0.0% | ETF | Medium | Birmingham, AL | 2026-11-03 | |
| 17,830 | $102.2K | 0.0% | ETF | Medium | Auburn, NY | 2026-10-20 | |
| 17,783 | $101.9K | 0.0% | ETF | Low | Williston, VT | 2026-10-21 | |
| 15,771 | $90.4K | 0.0% | Core | Low | Auburn, IN | 2026-10-27 | |
| 14,892 | $85.3K | 0.0% | ETF | Very Low | Petaluma, CA | 2026-11-04 | |
| 13,947 | $79.9K | 0.0% | Core | Medium | Richmond, IN | 2026-10-15 | |
| 13,468 | $77.2K | 0.0% | Growth | Medium | Gig Harbor, WA | 2026-10-15 | |
| 12,946 | $77.5K | 0.0% | ETF | Medium | New York, NY | 2026-11-03 | |
| 12,914 | $74.0K | 0.0% | GARP | Medium | Bellevue, WA | 2026-10-23 | |
| 12,166 | $69.7K | 0.0% | GARP | Low | Los Angeles, CA | 2026-10-19 | |
| 11,064 | $63.4K | 0.0% | ETF | Very Low | St. Peters, MO | 2026-11-04 | |
| 10,736 | $61.5K | 0.0% | ETF | Low | Austin, TX | 2026-10-14 | |
| 10,000 | $57.3K | 0.0% | ETF | Medium | Scottsdale, AZ | 2026-11-02 | |
| 3,500 | $20.1K | 0.0% | Core | N/A | Tampa, FL | 2026-10-30 | |
| 600 | $3.4K | 0.0% | ETF | Medium | Sherman Oaks, CA | 2026-10-19 | |
| 500 | $2.9K | 0.0% | Core | Low | Memphis, TN | 2026-10-26 | |
| 100 | $573 | 0.0% | Growth | Low | St Louis, MO | 2026-11-05 | |
| 1 | $4 | 0.0% | Index | Low | Atlanta, GA | 2026-10-23 |