CUSIP: 69346J106 | US | Financial Services · Asset Management | Small Cap | 285 institutional holders
5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.
| Holder | Shares | % of Class | Change | Event Date | vs 13F |
|---|---|---|---|---|---|
| 13G/AFirst Trust Portfolios L.P. | 8,488,445 | 20.7% | New 5%+ stake | Jun 30, 2026 | No 13F filer matched |
| Style | Turnover | Location | Filed | ||||
|---|---|---|---|---|---|---|---|
| 221,753 | $2.4M | 0.8% | Yield | High | Arlington, VA | 2026-10-14 | |
| 205,456 | $2.3M | 0.0% | Deep Value | Very High | Chicago, IL | 2026-11-02 | |
| 178,644 | $2.0K | 0.0% | GARP | Medium | Minneapolis, MN | 2026-11-05 | |
| 177,614 | $2.0K | 0.0% | ETF | Low | Fairfield, IA | 2026-11-02 | |
| 173,500 | $1.9M | 0.2% | Growth | Low | New York, NY | 2026-10-28 | |
| 91,317 | $1.0M | 0.0% | ETF | Medium | Birmingham, AL | 2026-11-03 | |
| 59,612 | $656.9K | 0.0% | Growth | Medium | Naperville, IL | 2026-11-02 | |
| 47,168 | $519.8K | 0.0% | ETF | Low | Waltham, MA | 2026-11-02 | |
| 45,503 | $501 | 0.0% | Value | Medium | Tulsa, OK | 2026-10-13 | |
| 42,632 | $469.8K | 0.0% | Index | Low | Rockford, IL | 2026-10-28 | |
| 26,765 | $295.0K | 0.1% | ETF | Medium | Mclean, VA | 2026-10-13 | |
| 26,420 | $291.1K | 0.0% | Yield | Medium | London, United Kingdom | 2026-10-30 | |
| 25,764 | $283.9K | 0.1% | ETF | Low | San Diego, CA | 2026-10-21 | |
| 24,915 | $274.6K | 0.0% | Core | Low | Atlanta, GA | 2026-10-22 | |
| 24,408 | $269.0K | 0.3% | Yield | Medium | Richmond, VA | 2026-11-04 | |
| 20,448 | $225.3K | 0.0% | Core | Low | New York, NY | 2026-10-26 | |
| 16,085 | $177.3K | 0.0% | Value | Very Low | Janesville, WI | 2026-10-20 | |
| 15,971 | $176.0K | 0.0% | Core | Low | Sioux Falls, SD | 2026-10-13 | |
| 13,868 | $152.8K | 0.0% | Growth | Low | Mount Pleasant, SC | 2026-10-23 | |
| 13,362 | $147.2K | 0.0% | ETF | Medium | Clearwater, FL | 2026-11-04 | |
| 11,900 | $131.1K | 0.0% | ETF | Medium | New York, NY | 2026-11-03 | |
| 10,963 | $121 | 0.0% | ETF | Medium | New York, NY | 2026-10-26 | |
| 10,661 | $117.5K | 0.1% | Growth | Very Low | Huntington Beach, CA | 2026-10-13 | |
| 8,712 | $96.0K | 0.0% | Growth | Low | Tampa, FL | 2026-10-16 | |
| 4,399 | $48.5K | 0.0% | ETF | Medium | Southfield, MI | 2026-10-08 | |
| 3,692 | $40.7K | 0.0% | GARP | Low | Mansfield, OH | 2026-10-27 | |
| 1,791 | $19.7K | 0.0% | Core | Low | Baltimore, MD | 2026-10-27 | |
| 1,000 | $11.0K | 0.0% | ETF | Medium | Minden, LA | 2026-10-13 | |
| 700 | $7.7K | 0.0% | Index | Low | San Francisco, CA | 2026-10-08 | |
| 563 | $6.2K | 0.0% | Index | Very Low | Cincinnati, OH | 2026-11-05 | |
| 339 | $3.7K | 0.0% | ETF | Medium | Glen Allen, VA | 2026-10-28 | |
| 228 | $2.5K | 0.0% | ETF | Medium | Encinitas, CA | 2026-10-21 | |
| 200 | $2.2K | 0.0% | ETF | Medium | Sherman Oaks, CA | 2026-10-19 | |
| 78 | $860 | 0.0% | ETF | Low | Concord, CA | 2026-10-21 | |
| 30 | $331 | 0.0% | ETF | Very Low | Naperville, IL | 2026-10-23 |