CUSIP: 48249T106 | US | Financial Services · Asset Management | Small Cap | 291 institutional holders
| Style | Turnover | Location | Filed | ||||
|---|---|---|---|---|---|---|---|
| 217,605 | $2.2M | 1.1% | Yield | Medium | Las Vegas, NV | 2026-11-05 | |
| 132,754 | $1.4M | 0.0% | Core | Low | Atlanta, GA | 2026-10-22 | |
| 107,834 | $1.1K | 0.0% | ETF | Low | Fairfield, IA | 2026-11-02 | |
| 103,323 | $1.1M | 0.0% | Index | Low | Tampa, FL | 2026-11-05 | |
| 97,273 | $1.0M | 0.3% | ETF | Very Low | Yorktown Heights, NY | 2026-10-30 | |
| 73,443 | $756 | 0.0% | Core | Low | Pasadena, CA | 2026-10-22 | |
| 39,930 | $411.3K | 0.0% | Index | Very Low | Cincinnati, OH | 2026-11-05 | |
| 39,654 | $408.4K | 0.0% | Core | Low | Naples, FL | 2026-10-29 | |
| 37,893 | $390.3K | 0.1% | Yield | High | Arlington, VA | 2026-10-14 | |
| 34,872 | $359.2K | 0.3% | Core | Medium | Ponte Vedra Beach, FL | 2026-10-23 | |
| 32,473 | $334.5K | 0.1% | Value | Very Low | Janesville, WI | 2026-10-20 | |
| 22,542 | $229.9K | 0.0% | Core | Low | Plymouth, MN | 2026-10-13 | |
| 21,094 | $217.3K | 0.0% | ETF | Low | Brentwood, TN | 2026-10-15 | |
| 20,096 | $207.0K | 0.0% | Growth | Low | Mount Pleasant, SC | 2026-10-23 | |
| 19,022 | $195.9K | 0.0% | ETF | N/A | Plymouth, MN | 2026-10-14 | |
| 16,066 | $165.5K | 0.1% | Growth | Medium | Gig Harbor, WA | 2026-10-15 | |
| 15,929 | $164.1K | 0.0% | Growth | Low | Purchase, NY | 2026-10-21 | |
| 15,225 | $156.8K | 0.0% | Core | Low | New York, NY | 2026-10-19 | |
| 13,729 | $141.4K | 0.0% | Value | Medium | Parsippany, NJ | 2026-10-13 | |
| 13,728 | $141.4K | 0.0% | ETF | Very Low | Harrisonburg, VA | 2026-10-09 | |
| 13,464 | $138.7K | 0.0% | Growth | Medium | Tampa, FL | 2026-10-16 | |
| 13,314 | $137.1K | 0.0% | Agg Growth | Low | Skokie, IL | 2026-11-03 | |
| 11,901 | $122.6K | 0.0% | Core | Low | Austin, TX | 2026-11-02 | |
| 11,306 | $116.5K | 0.0% | Index | Very Low | Overland Park, KS | 2026-11-02 | |
| 11,182 | $115.2K | 0.0% | ETF | Medium | Clearwater, FL | 2026-11-04 | |
| 10,520 | $108.4K | 0.0% | ETF | Medium | Southfield, MI | 2026-10-08 | |
| 10,229 | $105.4K | 0.0% | Growth | Low | Memphis, TN | 2026-10-13 | |
| 10,015 | $103.2K | 0.0% | Core | Low | New York, NY | 2026-10-26 | |
| 5,076 | $52.3K | 0.0% | Index | Low | Minneapolis, MN | 2026-11-05 | |
| 2,971 | $30.6K | 0.0% | Core | Medium | Birmingham, AL | 2026-11-04 | |
| 2,896 | $29.8K | 0.0% | Deep Value | Very High | Chicago, IL | 2026-11-02 | |
| 1,158 | $11.9K | 0.0% | GARP | Low | Mansfield, OH | 2026-10-27 | |
| 800 | $8.2K | 0.0% | Yield | Medium | Greenwood Village, CO | 2026-10-01 | |
| 541 | $5.6K | 0.0% | Core | Low | Baltimore, MD | 2026-10-27 | |
| 410 | $441.6K | 0.2% | Value | Low | Princeton, NJ | 2026-11-03 | |
| 250 | $2.6K | 0.0% | ETF | Medium | Sherman Oaks, CA | 2026-10-19 | |
| 209 | $2.2K | 0.0% | Core | N/A | Tampa, FL | 2026-10-30 | |
| 1 | $10 | 0.0% | Core | Medium | New York, NY | 2026-11-04 |