CUSIP: 70213Q108 | 78 institutional holders
| Style | Turnover | Location | Filed | ||||
|---|---|---|---|---|---|---|---|
| 1,061,611 | $8.2M | 0.0% | Growth | Medium | Nashville, TN | 2023-11-14 | |
| 1,052,086 | $8.2M | 0.9% | Deep Value | High | Mclean, VA | 2023-11-14 | |
| 369,569 | $2.9M | 0.0% | N/A | N/A | Valley Forge, PA | 2023-12-18 | |
| 203,179 | $1.6M | 0.0% | Value | Very High | New York, NY | 2023-11-14 | |
| 188,103 | $1.5M | 0.0% | Core | Medium | Baltimore, MD | 2023-10-25 | |
| 122,409 | $948.7K | 0.1% | Deep Value | High | Chicago, IL | 2023-11-14 | |
| 104,863 | $812.7K | 0.6% | Deep Value | High | New York, NY | 2023-11-14 | |
| 86,952 | $674.1K | 0.0% | Index | Very Low | Boston, MA | 2023-11-13 | |
| 57,853 | $448.4K | 0.0% | Index | Very Low | Boston, MA | 2023-11-14 | |
| 56,146 | $435.1K | 0.0% | Index | Very Low | New York, NY | 2023-11-06 | |
| 44,608 | $345.7K | 0.0% | N/A | N/A | New York, NY | 2023-11-13 | |
| 34,994 | $271.2K | 0.0% | Core | Low | New York, NY | 2023-10-24 | |
| 33,306 | $258.1K | 0.0% | Index | Very Low | Fort Mill, SC | 2023-11-13 | |
| 20,000 | $155.0K | 0.0% | Core | Medium | Richmond, VA | 2023-10-17 | |
| 19,422 | $150.5K | 0.0% | ETF | Medium | Saint Louis, MO | 2023-11-15 | |
| 19,002 | $148.0K | 0.0% | Core | Low | Toronto, Australia | 2023-11-14 | |
| 16,438 | $127.4K | 0.0% | Index | Very Low | Chicago, IL | 2023-11-13 | |
| 14,127 | $109.5K | 0.0% | Yield | Very High | Westport, CT | 2023-11-13 | |
| 12,773 | $99.0K | 0.1% | ETF | Low | Marlton, NJ | 2023-10-10 | |
| 11,300 | $88 | 0.0% | Core | High | New York, NY | 2023-11-14 | |
| 8,432 | $65.3K | 0.0% | Core | Low | New York, NY | 2023-11-15 | |
| 4,294 | $33.3K | 0.0% | Core | Low | Richmond, VA | 2024-12-12 | |
| 4,070 | $31.5K | 0.0% | N/A | N/A | Olney, MD | 2023-10-30 | |
| 1,636 | $12.7K | 0.0% | Core | Medium | Darien, CT | 2023-11-01 | |
| 1,293 | $10.0K | 0.0% | Core | Medium | London, United Kingdom | 2026-03-26 | |
| 1,189 | $9.2K | 0.0% | Core | Medium | Zurich, Switzerland | 2023-11-09 | |
| 788 | $6.1K | 0.0% | Value | Very High | London, United Kingdom | 2023-11-13 | |
| 613 | $4.8K | 0.0% | Core | Low | Charlotte, NC | 2023-11-14 | |
| 237 | $1.8K | 0.0% | Core | Medium | New York, NY | 2023-12-06 | |
| 72 | $558 | 0.0% | Core | Low | San Francisco, CA | 2023-11-13 | |
| 16 | $124 | 0.0% | Growth | Medium | New York, NY | 2023-11-14 | |
| 0 | $0 | 0.0% | Growth | Very Low | Birmingham, AL | 2023-10-30 |