CUSIP: 6706EW100 | US | 398 institutional holders
| Style | Turnover | Location | Filed | ||||
|---|---|---|---|---|---|---|---|
| 1,934,222 | $35.8M | 0.1% | Core | Medium | Charlotte, NC | 2026-11-04 | |
| 626,004 | $11.6K | 0.0% | ETF | Low | Fairfield, IA | 2026-11-02 | |
| 362,796 | $6.7M | 1.2% | ETF | Medium | Concord, MA | 2026-11-03 | |
| 307,675 | $5.7M | 0.2% | Value | Medium | Parsippany, NJ | 2026-10-13 | |
| 276,502 | $5.1M | 0.1% | Core | Low | Atlanta, GA | 2026-10-22 | |
| 266,301 | $5.0M | 1.7% | Yield | High | Arlington, VA | 2026-10-14 | |
| 240,284 | $4.4M | 0.0% | ETF | Low | Waltham, MA | 2026-11-02 | |
| 196,980 | $3.6M | 0.2% | ETF | Low | Fairfield, CT | 2026-11-05 | |
| 182,767 | $3.4M | 0.0% | Core | Low | Austin, TX | 2026-11-02 | |
| 161,308 | $3.0M | 1.1% | ETF | Low | Stockton, NJ | 2026-10-20 | |
| 157,395 | $2.9M | 4.2% | Yield | High | New York, NY | 2026-11-04 | |
| 150,411 | $2.8M | 0.6% | ETF | Very Low | Lake Success, NY | 2026-10-09 | |
| 134,051 | $2.5M | 0.0% | Core | Medium | Dallas, TX | 2026-11-04 | |
| 121,726 | $2.3M | 1.9% | Yield | Medium | Grand Rapids, MI | 2026-11-05 | |
| 116,783 | $2.2M | 0.4% | Growth | Low | Palm Desert, CA | 2026-10-20 | |
| 113,835 | $2.1K | 0.0% | ETF | Medium | New York, NY | 2026-10-26 | |
| 111,950 | $2.1M | 2.0% | Yield | Very Low | Plano, TX | 2026-10-19 | |
| 107,964 | $2.0M | 0.4% | ETF | Very Low | Brea, CA | 2026-11-02 | |
| 99,334 | $1.8M | 0.2% | Yield | Very Low | Blue Bell, PA | 2026-10-29 | |
| 97,234 | $1.8M | 1.0% | ETF | Very Low | Northfield, IL | 2026-10-16 | |
| 93,618 | $1.7M | 1.4% | ETF | Very Low | Armonk, NY | 2026-10-13 | |
| 89,622 | $1.7M | 0.0% | Core | Low | Great Falls, MT | 2026-10-28 | |
| 84,220 | $1.6M | 0.2% | Core | Low | Chattanooga, TN | 2026-10-26 | |
| 78,557 | $1.5M | 0.0% | ETF | Low | Phoenix, AZ | 2026-10-13 | |
| 78,281 | $1.4M | 0.0% | Index | Very Low | Cincinnati, OH | 2026-11-05 | |
| 76,484 | $1.4M | 0.7% | ETF | Medium | Lubbock, TX | 2026-10-20 | |
| 76,266 | $1.4M | 0.0% | Growth | Medium | Tampa, FL | 2026-10-16 | |
| 73,475 | $1.4M | 0.1% | ETF | Medium | Rochester, NY | 2026-10-26 | |
| 63,087 | $1.2M | 0.9% | ETF | Low | Chester, NJ | 2026-11-05 | |
| 60,727 | $1.1M | 0.0% | Core | Medium | Richmond, VA | 2026-10-14 | |
| 60,477 | $1.1M | 0.0% | Core | Low | New York, NY | 2026-11-05 | |
| 57,877 | $1.1M | 0.0% | Growth | Medium | Mclean, VA | 2026-10-30 | |
| 57,040 | $1.1M | 0.7% | ETF | Low | Dayton, OH | 2026-11-02 | |
| 55,746 | $1.0M | 0.0% | Core | Low | Charlotte, NC | 2026-10-30 | |
| 50,462 | $933.0K | 0.3% | ETF | Very Low | Cincinnati, OH | 2026-10-13 | |
| 49,524 | $915.7K | 0.3% | ETF | Low | Mequon, WI | 2026-10-29 | |
| 49,219 | $910.1K | 0.0% | Growth | Medium | Naperville, IL | 2026-11-02 | |
| 44,113 | $815.6K | 0.0% | Core | Low | Cedar Rapids, IA | 2026-11-05 | |
| 44,050 | $814.5K | 0.3% | Growth | Medium | Schaumburg, IL | 2026-10-14 | |
| 42,686 | $789.3K | 0.7% | ETF | Low | Haddonfield, NJ | 2026-10-07 | |
| 42,637 | $794.8K | 0.0% | Core | Very High | Orlando, FL | 2026-11-02 | |
| 41,704 | $771.1K | 0.0% | Core | Low | Sylvania, OH | 2026-10-07 | |
| 37,604 | $695.3K | 0.0% | Growth | Low | Tampa, FL | 2026-10-16 | |
| 36,494 | $674.8K | 0.0% | Core | Medium | Birmingham, AL | 2026-10-26 | |
| 36,350 | $672.1K | 0.4% | Core | Low | Metuchen, NJ | 2026-10-09 | |
| 35,309 | $661.0K | 0.0% | Growth | Low | Sandy, UT | 2026-10-20 | |
| 35,309 | $661.0K | 0.0% | Growth | Medium | Sandy, UT | 2026-10-20 | |
| 34,407 | $636 | 0.0% | Core | Low | Pasadena, CA | 2026-10-22 | |
| 34,099 | $630.5K | 0.1% | ETF | Low | Newburgh, NY | 2026-10-30 | |
| 32,688 | $604.4K | 0.2% | Core | Very Low | Omaha, NE | 2026-10-26 | |
| 32,547 | $601.8K | 0.5% | Growth | Low | San Diego, CA | 2026-10-07 | |
| 31,940 | $590.6K | 0.0% | Growth | Low | Memphis, TN | 2026-10-13 | |
| 30,520 | $568.9K | 0.1% | Core | Low | Cincinnati, OH | 2026-11-03 | |
| 30,415 | $576.0K | 0.0% | Index | Low | Rockford, IL | 2026-10-28 | |
| 30,245 | $559.2K | 0.0% | ETF | Low | Brentwood, TN | 2026-10-15 | |
| 30,164 | $557.7K | 0.6% | Yield | Medium | Richmond, VA | 2026-11-04 | |
| 30,097 | $556.5K | 0.4% | ETF | Low | Jessup, PA | 2026-10-09 | |
| 25,828 | $477.6K | 0.0% | Growth | Low | Walpole, MA | 2026-10-14 | |
| 22,467 | $415.4K | 0.0% | Index | Low | San Francisco, CA | 2026-10-08 | |
| 22,092 | $408.5K | 0.0% | Growth | Low | Beachwood, OH | 2026-10-28 | |
| 21,665 | $400.6K | 0.0% | Value | Medium | Chicago, IL | 2026-11-02 | |
| 20,198 | $373.5K | 0.2% | ETF | Low | Tampa, FL | 2026-10-20 | |
| 20,097 | $371.6K | 0.0% | Growth | Low | Los Angeles, CA | 2026-11-04 | |
| 19,973 | $369.3K | 0.0% | Index | Very Low | Overland Park, KS | 2026-11-02 | |
| 19,124 | $353.6K | 0.0% | ETF | Low | Franklin, TN | 2026-10-22 | |
| 18,577 | $343.5K | 0.0% | ETF | Medium | Southfield, MI | 2026-10-08 | |
| 17,320 | $320.2K | 0.0% | Agg Growth | Low | Skokie, IL | 2026-11-03 | |
| 16,694 | $308.7K | 0.1% | Growth | Low | Boston, MA | 2026-10-23 | |
| 15,609 | $288.6K | 0.0% | Core | Very Low | Shelton, CT | 2026-10-21 | |
| 15,387 | $284.5K | 0.1% | ETF | Medium | Ridgewood, NJ | 2026-10-13 | |
| 14,842 | $274.4K | 0.2% | Core | Very Low | Omaha, NE | 2026-10-28 | |
| 14,796 | $273.6K | 0.0% | ETF | Medium | Denver, CO | 2026-10-14 | |
| 14,443 | $267.1K | 0.0% | Growth | Low | Austin, TX | 2026-10-30 | |
| 14,420 | $272.7K | 0.0% | ETF | Medium | New York, NY | 2026-11-03 | |
| 14,040 | $259.6K | 0.1% | ETF | Low | Raleigh, NC | 2026-10-27 | |
| 13,693 | $253.2K | 0.1% | Core | Low | Chattanooga, TN | 2026-11-05 | |
| 13,520 | $250.0K | 0.0% | Growth | Low | San Diego, CA | 2026-10-23 | |
| 13,260 | $245.2K | 0.0% | Core | Low | New York, NY | 2026-10-20 | |
| 12,992 | $242.2K | 0.0% | ETF | Medium | Albany, NY | 2026-10-26 | |
| 12,791 | $236.5K | 0.0% | Core | Low | Naples, FL | 2026-10-29 | |
| 12,624 | $234.9K | 0.0% | ETF | Very Low | West Hartford, CT | 2026-10-08 | |
| 12,229 | $226.1K | 0.1% | Core | Medium | Richmond, IN | 2026-10-15 | |
| 11,742 | $217.1K | 0.2% | Core | N/A | New York, NY | 2026-11-03 | |
| 11,316 | $209.2K | 0.0% | GARP | Low | Los Angeles, CA | 2026-10-19 | |
| 10,898 | $201.5K | 0.1% | Momentum | Medium | Westport, CT | 2026-10-20 | |
| 10,351 | $191.4K | 0.0% | ETF | Medium | Mclean, VA | 2026-10-13 | |
| 10,350 | $192.7K | 0.0% | Growth | Low | Shawnee, KS | 2026-11-02 | |
| 10,011 | $185.1K | 0.0% | ETF | Very High | La Grange, IL | 2026-11-02 | |
| 8,370 | $154.8K | 0.0% | Growth | Medium | Boston, MA | 2026-10-05 | |
| 7,160 | $132.4K | 0.1% | ETF | Very Low | Mine Hill, NJ | 2026-10-21 | |
| 6,376 | $118 | 0.0% | Core | Very Low | Wheeling, WV | 2026-11-04 | |
| 5,341 | $98.8K | 0.0% | Growth | Low | St Louis, MO | 2026-11-05 | |
| 5,291 | $97.8K | 0.0% | Index | Low | Minneapolis, MN | 2026-11-05 | |
| 4,527 | $83.7K | 0.0% | Core | Low | Cleveland, OH | 2026-10-20 | |
| 4,253 | $78.6K | 0.0% | GARP | Low | Mansfield, OH | 2026-10-27 | |
| 3,042 | $56.3K | 0.0% | Core | Low | Keene, NH | 2026-10-27 | |
| 3,035 | $56.1K | 0.0% | Growth | Low | Morristown, NJ | 2026-10-13 | |
| 2,852 | $52.7K | 0.0% | Growth | Low | Lutherville, MD | 2026-10-13 | |
| 2,613 | $48.3K | 0.0% | ETF | Very Low | Red Bank, NJ | 2026-10-30 | |
| 2,582 | $47.7K | 0.0% | ETF | Medium | Poughkeepsie, NY | 2026-10-28 | |
| 2,225 | $41.1K | 0.0% | Core | Medium | New York, NY | 2026-11-04 | |
| 2,147 | $39.7K | 0.0% | Value | Medium | Denver, CO | 2026-10-28 | |
| 2,109 | $39.0K | 0.0% | Index | Low | Atlanta, GA | 2026-10-23 | |
| 2,045 | $37.8K | 0.0% | ETF | Low | Concord, CA | 2026-10-21 | |
| 2,000 | $36 | 0.0% | Growth | Very High | New York, NY | 2026-10-16 | |
| 2,000 | $37.0K | 0.0% | Core | Low | Chicago, IL | 2026-10-27 | |
| 1,651 | $30.5K | 0.0% | Core | Low | Baltimore, MD | 2026-10-27 | |
| 1,167 | $21.6K | 0.0% | ETF | Very Low | Southfield, MI | 2026-11-04 | |
| 939 | $17.4K | 0.0% | ETF | Very Low | Mclean, VA | 2026-10-27 | |
| 923 | $17.1K | 0.0% | Core | Low | Wilmington, DE | 2026-10-23 | |
| 839 | $15.5K | 0.0% | Growth | Very Low | Miami, FL | 2026-11-04 | |
| 775 | $14.3K | 0.0% | Growth | High | Scottsdale, AZ | 2026-11-02 | |
| 512 | $9.5K | 0.0% | Core | Low | Feasterville, PA | 2026-10-30 | |
| 503 | $9.3K | 0.0% | ETF | Very Low | Center Valley, PA | 2026-10-16 | |
| 419 | $7.7K | 0.0% | Core | N/A | Tampa, FL | 2026-10-30 | |
| 417 | $7.7K | 0.0% | ETF | Medium | Encinitas, CA | 2026-10-21 | |
| 301 | $5.6K | 0.0% | ETF | Medium | New York, NY | 2026-10-02 | |
| 214 | $4.0K | 0.0% | ETF | Low | Owings Mills, MD | 2026-10-26 | |
| 191 | $3.5K | 0.0% | Core | Low | Spokane, WA | 2026-10-14 | |
| 167 | $3.1K | 0.0% | ETF | Low | Zurich, Switzerland | 2026-10-23 | |
| 151 | $3 | 0.0% | ETF | Very Low | Needham, MA | 2026-11-05 | |
| 100 | $1.9K | 0.0% | ETF | Very Low | Hermitage, PA | 2026-11-03 | |
| 96 | $1.8K | 0.0% | Core | Very Low | Beatrice, NE | 2026-10-21 | |
| 91 | $1.7K | 0.0% | ETF | Medium | Fort Myers, FL | 2026-10-28 | |
| 8 | $148 | 0.0% | ETF | Medium | Melbourne, FL | 2026-11-05 |