CUSIP: 530158104 | US | Financial Services · Asset Management | Small Cap | 741 institutional holders
| Style | Turnover | Location | Filed | ||||
|---|---|---|---|---|---|---|---|
| 3,090,253 | $17.8M | 0.0% | Core | Medium | Charlotte, NC | 2026-11-04 | |
| 1,873,982 | $10.8M | 1.0% | Yield | High | Rosemary Beach, FL | 2026-10-21 | |
| 1,334,591 | $7.7M | 2.5% | Yield | High | Arlington, VA | 2026-10-14 | |
| 920,896 | $5.3M | 0.0% | Deep Value | Very High | Chicago, IL | 2026-11-02 | |
| 893,085 | $5.2K | 0.0% | ETF | Low | Fairfield, IA | 2026-11-02 | |
| 811,361 | $4.7M | 0.3% | Yield | Medium | London, United Kingdom | 2026-10-30 | |
| 414,126 | $2.4M | 0.0% | Core | Low | Austin, TX | 2026-11-02 | |
| 408,205 | $2.4M | 0.3% | Yield | Very Low | Blue Bell, PA | 2026-10-29 | |
| 315,223 | $1.8M | 0.0% | Growth | Low | San Diego, CA | 2026-10-13 | |
| 265,869 | $1.5M | 1.4% | Yield | Very Low | Plano, TX | 2026-10-19 | |
| 262,258 | $1.5M | 0.0% | Core | Low | Plymouth, MN | 2026-10-13 | |
| 208,766 | $1.2K | 0.0% | Core | Low | Pasadena, CA | 2026-10-22 | |
| 188,601 | $1.1M | 0.1% | ETF | Low | Dallas, TX | 2026-11-03 | |
| 185,418 | $1.1M | 0.0% | Core | Low | New York, NY | 2026-10-26 | |
| 181,890 | $1.0M | 0.2% | Agg Growth | Very Low | Indianapolis, IN | 2026-10-19 | |
| 168,751 | $1.0M | 0.0% | Core | Medium | Dallas, TX | 2026-11-04 | |
| 165,707 | $956.1K | 0.0% | Growth | Low | Austin, TX | 2026-10-30 | |
| 163,700 | $944.5K | 0.2% | GARP | Low | Annapolis, MD | 2026-10-20 | |
| 159,481 | $920.2K | 0.0% | Core | Low | Great Falls, MT | 2026-10-28 | |
| 158,585 | $915.0K | 0.1% | Value | Low | Wilmington, NC | 2026-11-02 | |
| 145,520 | $839.7K | 0.7% | ETF | Low | Woodbine, MD | 2026-10-26 | |
| 133,694 | $771.4K | 0.8% | Core | N/A | Corinth, MS | 2026-11-04 | |
| 132,811 | $766.3K | 0.0% | ETF | Low | Waltham, MA | 2026-11-02 | |
| 130,176 | $751.1K | 0.0% | Index | Low | Tampa, FL | 2026-11-05 | |
| 118,850 | $685.8K | 0.0% | Growth | Medium | Tampa, FL | 2026-10-16 | |
| 110,833 | $650.6K | 0.1% | Core | Very High | Leawood, KS | 2026-10-20 | |
| 103,000 | $594.3K | 0.1% | Core | Medium | Baton Rouge, LA | 2026-10-19 | |
| 99,563 | $574.5K | 0.1% | Core | Low | Billings, MT | 2026-10-27 | |
| 99,406 | $573.6K | 0.2% | ETF | Low | Garden City, NY | 2026-11-04 | |
| 99,003 | $571.2K | 0.5% | Yield | Medium | Grand Rapids, MI | 2026-11-05 | |
| 98,195 | $566.6K | 0.1% | ETF | Medium | Rochester, NY | 2026-10-26 | |
| 97,701 | $563.7K | 0.0% | Index | Very Low | Overland Park, KS | 2026-11-02 | |
| 87,105 | $502.6K | 0.0% | ETF | Medium | Silverdale, WA | 2026-10-28 | |
| 81,038 | $467.6K | 0.0% | Core | Very High | Orlando, FL | 2026-11-02 | |
| 78,744 | $454.4K | 0.1% | Growth | Low | Boston, MA | 2026-10-23 | |
| 77,068 | $444.7K | 0.0% | ETF | Medium | Houston, TX | 2026-10-28 | |
| 61,358 | $354.0K | 0.1% | Core | Low | Chattanooga, TN | 2026-10-26 | |
| 53,603 | $309.3K | 0.1% | Core | Low | Sioux Falls, SD | 2026-10-13 | |
| 52,184 | $301.1K | 0.0% | Index | Low | Rockford, IL | 2026-10-28 | |
| 50,190 | $289.6K | 0.0% | Core | Low | Scottsdale, AZ | 2026-11-03 | |
| 46,197 | $266.6K | 0.2% | ETF | Very Low | Port Charlotte, FL | 2026-10-27 | |
| 45,519 | $262.6K | 0.0% | ETF | Medium | Dallas, TX | 2026-10-29 | |
| 44,994 | $259.6K | 0.1% | GARP | Medium | Destin, FL | 2026-10-22 | |
| 43,577 | $251.4K | 0.0% | ETF | Medium | Omaha, NE | 2026-10-13 | |
| 42,901 | $247.5K | 0.1% | Core | Low | Cincinnati, OH | 2026-10-28 | |
| 42,081 | $242.8K | 0.1% | Yield | Medium | Chappaqua, NY | 2026-10-23 | |
| 40,051 | $231.1K | 0.0% | GARP | Low | Los Angeles, CA | 2026-10-19 | |
| 38,570 | $222.5K | 0.2% | Growth | Low | San Diego, CA | 2026-10-07 | |
| 38,236 | $220.6K | 0.0% | Core | Low | Charlotte, NC | 2026-10-30 | |
| 37,710 | $218.0K | 0.0% | ETF | Medium | New York, NY | 2026-11-03 | |
| 37,298 | $215.2K | 0.0% | Growth | Low | Beachwood, OH | 2026-10-28 | |
| 33,752 | $194.7K | 0.1% | ETF | Very Low | St. Cloud, MN | 2026-10-22 | |
| 33,247 | $191.8K | 0.1% | Growth | Low | University Park, FL | 2026-10-09 | |
| 31,349 | $180.9K | 0.1% | ETF | Low | Colorado Springs, CO | 2026-10-20 | |
| 29,612 | $171 | 0.0% | ETF | Medium | New York, NY | 2026-10-26 | |
| 29,509 | $170.3K | 0.0% | Core | Very Low | Shelton, CT | 2026-10-21 | |
| 28,942 | $167.0K | 0.0% | ETF | Medium | Tarrytown, NY | 2026-10-16 | |
| 28,067 | $161.9K | 0.1% | Core | Medium | Richmond, IN | 2026-10-15 | |
| 27,772 | $160.2K | 0.0% | ETF | Low | Houston, TX | 2026-10-08 | |
| 27,397 | $158.1K | 0.0% | Core | Medium | Birmingham, AL | 2026-10-26 | |
| 22,605 | $130.4K | 0.1% | ETF | Very Low | Meridian, ID | 2026-10-29 | |
| 21,856 | $126.1K | 0.0% | ETF | Medium | Urbandale, IA | 2026-10-29 | |
| 21,696 | $125.2K | 0.0% | ETF | Medium | Denver, CO | 2026-10-14 | |
| 20,764 | $119.8K | 0.0% | Growth | Low | Austin, TX | 2026-11-03 | |
| 20,193 | $116.5K | 0.0% | ETF | Medium | Birmingham, AL | 2026-11-03 | |
| 20,155 | $116.3K | 0.0% | Growth | Low | San Diego, CA | 2026-10-23 | |
| 19,850 | $114.5K | 0.0% | Core | Low | Davenport, IA | 2026-10-16 | |
| 18,887 | $109.0K | 0.0% | Core | Low | Carlsbad, CA | 2026-10-21 | |
| 18,884 | $109.0K | 0.0% | ETF | Medium | Santa Ana, CA | 2026-11-02 | |
| 18,624 | $107.5K | 0.1% | ETF | Low | Delafield, WI | 2026-10-20 | |
| 18,519 | $106.9K | 0.0% | Value | Very Low | Houston, TX | 2026-10-26 | |
| 18,189 | $105.0K | 0.0% | ETF | Medium | Franklin, TN | 2026-10-23 | |
| 17,946 | $103.5K | 0.1% | Yield | Low | Chiefland, FL | 2026-10-16 | |
| 17,909 | $103.3K | 0.0% | ETF | Medium | Southfield, MI | 2026-10-08 | |
| 16,760 | $96.7K | 0.0% | ETF | Very Low | Parsippany, NJ | 2026-10-13 | |
| 15,642 | $90.3K | 0.0% | Growth | Low | Burlingame, CA | 2026-11-05 | |
| 15,118 | $87.2K | 0.0% | Growth | Low | Newport, VT | 2026-10-15 | |
| 15,041 | $86.8K | 0.0% | ETF | Medium | Parsippany, NJ | 2026-10-07 | |
| 15,009 | $86.6K | 0.0% | GARP | Low | Mansfield, OH | 2026-10-27 | |
| 15,000 | $86.6K | 0.0% | ETF | Very Low | Harrisonburg, VA | 2026-10-09 | |
| 15,000 | $86.6K | 0.1% | ETF | Low | Winston-Salem, NC | 2026-10-14 | |
| 13,934 | $80.4K | 0.0% | Momentum | Medium | Bellevue, WA | 2026-11-05 | |
| 13,517 | $78.0K | 0.0% | Index | Very Low | West Palm Beach, FL | 2026-11-04 | |
| 13,348 | $77.6K | 0.0% | ETF | Very Low | Lake Success, NY | 2026-10-09 | |
| 12,116 | $69.9K | 0.0% | Growth | Medium | Clearwater, FL | 2026-10-26 | |
| 11,604 | $67.0K | 0.0% | ETF | Very Low | New Philadelphia, OH | 2026-10-29 | |
| 11,010 | $63.5K | 0.0% | ETF | Very Low | Shelton, CT | 2026-10-27 | |
| 10,897 | $62.9K | 0.0% | Core | Medium | Greenville, SC | 2026-10-13 | |
| 10,851 | $62.6K | 0.0% | Growth | Low | Lexington, KY | 2026-11-05 | |
| 10,697 | $64 | 0.0% | ETF | High | Portland, OR | 2026-11-03 | |
| 10,425 | $60.2K | 0.0% | Index | Very Low | Cincinnati, OH | 2026-10-22 | |
| 9,858 | $56.9K | 0.0% | Index | Very Low | Cincinnati, OH | 2026-11-05 | |
| 9,073 | $52.3K | 0.0% | Index | Low | San Francisco, CA | 2026-10-08 | |
| 7,639 | $44.1K | 0.0% | Core | Low | Baltimore, MD | 2026-10-27 | |
| 7,595 | $43 | 0.0% | Core | Very Low | Wheeling, WV | 2026-11-04 | |
| 5,202 | $30.0K | 0.0% | Core | Medium | Birmingham, AL | 2026-11-04 | |
| 4,280 | $24.7K | 0.0% | ETF | Very Low | Mclean, VA | 2026-10-27 | |
| 4,181 | $24.1K | 0.0% | Index | Low | San Francisco, CA | 2026-11-03 | |
| 2,953 | $17.0K | 0.0% | Growth | Low | Tampa, FL | 2026-10-16 | |
| 2,920 | $16.8K | 0.0% | Yield | Medium | Greenwood Village, CO | 2026-10-01 | |
| 2,869 | $16.6K | 0.0% | Core | Low | Casper, WY | 2026-10-14 | |
| 2,745 | $15.8K | 0.0% | Agg Growth | Low | Coatesville, PA | 2026-10-29 | |
| 2,376 | $13.7K | 0.0% | ETF | Medium | Melbourne, FL | 2026-11-05 | |
| 1,853 | $10.7K | 0.0% | Core | Very Low | Brattleboro, VT | 2026-10-21 | |
| 1,726 | $10.0K | 0.0% | Core | Low | Auburn, IN | 2026-10-27 | |
| 1,487 | $8.6K | 0.0% | ETF | Low | Vancouver, WA | 2026-10-14 | |
| 856 | $4.9K | 0.0% | Core | Low | Greenville, SC | 2026-10-28 | |
| 819 | $4.7K | 0.0% | ETF | High | Hauppauge, NY | 2026-11-04 | |
| 627 | $3.6K | 0.0% | Core | Low | Oakland, MD | 2026-10-22 | |
| 624 | $3.6K | 0.0% | ETF | Low | Concord, CA | 2026-10-21 | |
| 600 | $3.5K | 0.0% | ETF | Medium | Sherman Oaks, CA | 2026-10-19 | |
| 500 | $2.9K | 0.0% | ETF | Low | Hunt Valley, MD | 2026-10-23 | |
| 181 | $1.0K | 0.0% | Index | Low | Atlanta, GA | 2026-10-23 | |
| 66 | $381 | 0.0% | Core | Low | Cleveland, OH | 2026-10-20 | |
| 18 | $104 | 0.0% | Core | Very Low | Novi, MI | 2026-11-04 |