CUSIP: 69355M107 | US | Financial Services · Asset Management | Small Cap | 337 institutional holders
| Style | Turnover | Location | Filed | ||||
|---|---|---|---|---|---|---|---|
| 610,717 | $7.2M | 0.0% | ETF | Low | Waltham, MA | 2026-11-02 | |
| 292,599 | $3.5M | 2.7% | ETF | N/A | Walnut Creek, CA | 2026-10-14 | |
| 245,399 | $2.9M | 0.1% | Core | Low | Sylvania, OH | 2026-10-07 | |
| 198,795 | $2.4M | 0.8% | Yield | High | Arlington, VA | 2026-10-14 | |
| 186,516 | $2.2M | 0.0% | Core | Low | Atlanta, GA | 2026-10-22 | |
| 174,270 | $2.1M | 0.0% | Core | Low | Plymouth, MN | 2026-10-13 | |
| 172,394 | $2.0K | 0.0% | ETF | Low | Fairfield, IA | 2026-11-02 | |
| 139,585 | $1.7M | 0.0% | Core | Low | Austin, TX | 2026-11-02 | |
| 122,268 | $1.5M | 0.0% | Growth | Low | San Diego, CA | 2026-10-13 | |
| 120,735 | $1.4M | 0.1% | Core | Very High | Orlando, FL | 2026-11-02 | |
| 115,188 | $1.4K | 0.0% | Core | Low | Pasadena, CA | 2026-10-22 | |
| 101,431 | $1.2M | 0.2% | ETF | Medium | Denver, CO | 2026-10-14 | |
| 89,775 | $1.1M | 0.0% | Growth | Medium | Tampa, FL | 2026-10-16 | |
| 79,317 | $940.7K | 0.0% | Core | Medium | Houston, TX | 2026-10-28 | |
| 78,459 | $930.5K | 0.5% | ETF | Low | Wexford, PA | 2026-10-08 | |
| 52,908 | $627.5K | 0.1% | GARP | Low | Los Angeles, CA | 2026-10-19 | |
| 52,833 | $626.6K | 0.0% | ETF | Medium | Birmingham, AL | 2026-11-03 | |
| 49,339 | $585.2K | 0.3% | ETF | N/A | Greenville, NC | 2026-10-29 | |
| 37,020 | $439.1K | 0.5% | Growth | Medium | Garden City, NY | 2026-10-08 | |
| 32,082 | $380.5K | 0.0% | Core | Medium | Richmond, VA | 2026-10-14 | |
| 30,596 | $362.9K | 0.2% | Growth | Medium | Boston, MA | 2026-10-19 | |
| 28,389 | $336.7K | 0.0% | ETF | Medium | Dallas, TX | 2026-10-29 | |
| 27,063 | $321.0K | 0.1% | Yield | Medium | Chappaqua, NY | 2026-10-23 | |
| 27,000 | $320.2K | 0.1% | ETF | Medium | Springfield, IL | 2026-10-07 | |
| 25,000 | $296.5K | 0.0% | ETF | Low | Edina, MN | 2026-11-03 | |
| 21,374 | $253.5K | 0.0% | Core | Low | Great Falls, MT | 2026-10-28 | |
| 19,926 | $236.3K | 0.0% | Growth | Medium | Chicago, IL | 2026-10-27 | |
| 18,465 | $219.0K | 0.0% | ETF | Medium | San Diego, CA | 2026-11-02 | |
| 18,285 | $216.9K | 0.0% | Growth | Low | New York, NY | 2026-11-05 | |
| 16,677 | $197.8K | 0.0% | Growth | Low | Malvern, PA | 2026-10-29 | |
| 16,275 | $193.0K | 0.1% | Growth | Low | Englewood, CO | 2026-10-27 | |
| 16,269 | $193.0K | 0.0% | ETF | Low | Buffalo, NY | 2026-10-19 | |
| 14,991 | $177.8K | 0.1% | Yield | Medium | Greenwood Village, CO | 2026-10-01 | |
| 13,930 | $165.2K | 0.0% | Growth | Low | San Francisco, CA | 2026-10-22 | |
| 13,676 | $163.9K | 0.0% | ETF | Medium | New York, NY | 2026-11-03 | |
| 13,093 | $155.3K | 0.0% | ETF | Medium | Tarrytown, NY | 2026-10-16 | |
| 11,507 | $136.5K | 0.0% | Growth | Low | Memphis, TN | 2026-10-13 | |
| 10,813 | $128.5K | 0.1% | ETF | Low | Irvine, CA | 2026-10-16 | |
| 10,759 | $127.6K | 0.0% | ETF | Low | Cleveland, OH | 2026-10-16 | |
| 10,600 | $125.7K | 0.0% | GARP | Medium | Reston, VA | 2026-10-15 | |
| 10,551 | $125.1K | 0.1% | ETF | Very Low | Daytona Beach, FL | 2026-11-03 | |
| 10,533 | $127.6K | 0.1% | ETF | Low | Jackson, MS | 2026-10-05 | |
| 10,205 | $121.0K | 0.0% | Growth | Low | Austin, TX | 2026-11-03 | |
| 10,176 | $120.7K | 0.0% | ETF | Low | Farmington, CT | 2026-10-13 | |
| 10,051 | $119.2K | 0.1% | ETF | Medium | Houston, TX | 2026-10-07 | |
| 7,072 | $83.9K | 0.0% | Core | Medium | Birmingham, AL | 2026-11-04 | |
| 5,500 | $65.2K | 0.0% | Growth | Low | Tampa, FL | 2026-10-16 | |
| 4,945 | $58.7K | 0.0% | ETF | Low | Aventura, FL | 2026-10-15 | |
| 3,900 | $46.2K | 0.0% | Core | Low | Toronto, Australia | 2026-10-16 | |
| 3,800 | $45.1K | 0.0% | ETF | Medium | Southfield, MI | 2026-10-08 | |
| 3,750 | $44.5K | 0.0% | ETF | Low | Waltham, MA | 2026-10-16 | |
| 3,725 | $44.2K | 0.0% | Core | Low | Laconia, NH | 2026-10-06 | |
| 3,656 | $43.4K | 0.0% | ETF | N/A | Tampa, FL | 2026-10-30 | |
| 2,099 | $25.2K | 0.0% | ETF | Medium | Austin, TX | 2026-10-23 | |
| 1,763 | $20.9K | 0.0% | Core | Low | Greenville, SC | 2026-10-28 | |
| 1,600 | $18 | 0.0% | Growth | Very High | New York, NY | 2026-10-16 | |
| 800 | $9 | 0.0% | ETF | Low | The Woodlands, TX | 2026-11-04 | |
| 400 | $4.7K | 0.0% | Core | Low | Leesburg, VA | 2026-10-08 | |
| 260 | $3.1K | 0.0% | Growth | Low | Carslbad, CA | 2026-10-15 | |
| 200 | $2.4K | 0.0% | ETF | Medium | Sherman Oaks, CA | 2026-10-19 | |
| 200 | $2.4K | 0.0% | Growth | Medium | Mclean, VA | 2026-10-30 | |
| 75 | $890 | 0.0% | ETF | Low | Bethlehem, PA | 2026-10-23 | |
| 14 | $168 | 0.0% | ETF | Medium | Fairfax, VA | 2026-10-20 |