CUSIP: 68404V209 | QT | 54 institutional holders
| Style | Turnover | Location | Filed | ||||
|---|---|---|---|---|---|---|---|
| 1,076,506 | $9.9M | 0.0% | Growth | Medium | Boston, MA | 2026-11-05 | |
| 985,333 | $9.0M | 0.4% | Yield | Medium | New Canaan, CT | 2025-05-15 | |
| 973,684 | $8.9M | 11.3% | N/A | N/A | Boston, MA | 2025-05-15 | |
| 788,647 | $7.2M | 7.0% | Deep Value | High | Bend, OR | 2025-05-14 | |
| 422,814 | $3.9M | 2.6% | Growth | Low | New York, NY | 2025-05-19 | |
| 373,281 | $3.4M | 0.4% | Core | Very High | New York, NY | 2025-05-15 | |
| 333,333 | $3.1M | 0.0% | GARP | High | New York, NY | 2025-05-15 | |
| 294,104 | $2.7M | 0.0% | N/A | N/A | Valley Forge, PA | 2025-05-09 | |
| 269,675 | $2.5M | 0.7% | GARP | Low | New York, NY | 2025-05-15 | |
| 256,190 | $2.3M | 1.1% | Growth | High | Toronto, Australia | 2025-05-14 | |
| 207,000 | $1.9M | 0.0% | Growth | Medium | Paris, India | 2025-05-14 | |
| 193,039 | $1.8M | 0.4% | Agg Growth | Medium | Boston, MA | 2025-05-15 | |
| 156,666 | $1.4M | 0.1% | Deep Value | Medium | Beverly, MA | 2025-05-02 | |
| 138,000 | $1.3M | 0.1% | Deep Value | Very High | Paris France, India | 2025-05-15 | |
| 89,684 | $822.7K | 0.0% | Index | Very Low | Boston, MA | 2025-05-13 | |
| 80,018 | $733.8K | 0.0% | Value | Low | Rye, NY | 2025-05-14 | |
| 67,547 | $619.4K | 0.0% | Growth | High | Bala Cynwyd, PA | 2025-05-14 | |
| 61,485 | $563.8K | 0.3% | Deep Value | Very High | Milwaukee, WI | 2025-05-15 | |
| 60,800 | $557.5K | 0.1% | Momentum | Very High | Rye, NY | 2025-05-14 | |
| 60,135 | $551.4K | 0.1% | Deep Value | Medium | Tulsa, OK | 2025-05-07 | |
| 47,988 | $440.1K | 0.0% | Index | Very Low | New York, NY | 2025-05-02 | |
| 46,453 | $426.0K | 0.0% | Value | Medium | San Diego, CA | 2025-05-01 | |
| 28,027 | $257.0K | 0.0% | Index | Very Low | Boston, MA | 2025-05-15 | |
| 25,196 | $231.0K | 0.0% | ETF | Very High | New York, NY | 2025-05-15 | |
| 24,000 | $220.1K | 0.0% | Deep Value | Very High | New York, NY | 2025-05-15 | |
| 22,500 | $206.3K | 0.0% | Core | Medium | New York, NY | 2025-04-22 | |
| 18,800 | $576.4K | 0.2% | Deep Value | Very High | Vancouver, UAE | 2025-08-14 | |
| 16,357 | $150.0K | 0.0% | Index | Very Low | Chicago, IL | 2025-05-13 | |
| 12,877 | $118.1K | 0.0% | Deep Value | High | Chicago, IL | 2025-05-15 | |
| 12,748 | $116.9K | 0.0% | Core | High | New York, NY | 2025-05-14 | |
| 12,178 | $111.7K | 0.0% | Core | Low | New York, NY | 2025-04-29 | |
| 10,625 | $97 | 0.0% | GARP | Very High | New York, NY | 2025-05-12 | |
| 4,770 | $43.7K | 0.0% | Core | Low | New York, NY | 2025-05-15 | |
| 4,400 | $40 | 0.0% | Growth | Very High | New York, NY | 2025-04-17 | |
| 1,666 | $15.3K | 0.0% | ETF | Low | St. Paul, MN | 2025-04-24 | |
| 771 | $7.1K | 0.0% | GARP | Very High | New York, NY | 2025-05-15 | |
| 666 | $6.1K | 0.0% | ETF | Low | Meriden, CT | 2025-05-05 | |
| 431 | $4.0K | 0.0% | Growth | Medium | New York, NY | 2025-05-12 | |
| 229 | $2.1K | 0.0% | Core | Medium | Zurich, Switzerland | 2025-05-13 | |
| 202 | $1.9K | 0.0% | Core | Low | Charlotte, NC | 2025-05-15 | |
| 120 | $1.1K | 0.0% | Core | Medium | Paris, India | 2025-05-14 | |
| 16 | $147 | 0.0% | Core | Low | San Francisco, CA | 2025-05-13 | |
| 6 | $0 | 0.0% | Core | Low | Toronto, Australia | 2025-11-21 | |
| 0 | $0 | 0.0% | Growth | Very Low | Birmingham, AL | 2025-05-14 |