CUSIP: 70387R106 | 211 institutional holders
| Style | Turnover | Location | Filed | ||||
|---|---|---|---|---|---|---|---|
| 3,806,574 | $1.1M | 0.0% | N/A | N/A | Valley Forge, PA | 2023-12-18 | |
| 2,244,235 | $661.2K | 4.5% | N/A | N/A | Westport, CT | 2023-11-13 | |
| 1,123,775 | $331.1K | 0.0% | N/A | N/A | New York, NY | 2023-11-13 | |
| 1,000,000 | $294.6K | 0.0% | Core | Low | New York, NY | 2023-11-14 | |
| 826,089 | $243.4K | 0.0% | Index | Very Low | Boston, MA | 2023-11-13 | |
| 322,272 | $94.9K | 0.0% | ETF | Low | Carmel, IN | 2023-10-20 | |
| 301,596 | $88.9K | 0.0% | Core | Low | San Francisco, CA | 2023-11-13 | |
| 281,389 | $82.9K | 0.0% | Index | Very Low | Boston, MA | 2023-11-14 | |
| 154,991 | $45.7K | 0.0% | ETF | Low | Bethesda, MD | 2023-11-06 | |
| 149,750 | $44.1K | 0.0% | Value | Medium | New York, NY | 2023-10-31 | |
| 141,029 | $41.5K | 0.0% | Value | High | Greenwich, CT | 2023-11-14 | |
| 138,783 | $40.9K | 0.0% | Index | Very Low | Chicago, IL | 2023-11-13 | |
| 137,760 | $40.6K | 0.0% | N/A | N/A | St Petersburg, FL | 2023-10-24 | |
| 124,910 | $36.8K | 0.0% | ETF | Medium | Overland Park, KS | 2023-11-14 | |
| 120,000 | $35.4K | 0.0% | Growth | Low | Los Angeles, CA | 2023-11-14 | |
| 108,857 | $32.1K | 0.0% | Value | Very High | Chicago, IL | 2023-11-09 | |
| 107,000 | $31.5K | 0.0% | ETF | Medium | Birmingham, AL | 2023-10-16 | |
| 100,000 | $29 | 0.0% | Deep Value | Medium | Pasadena, CA | 2023-11-14 | |
| 97,159 | $28.6K | 0.0% | Index | Very Low | Fort Mill, SC | 2023-11-13 | |
| 89,000 | $26.2K | 0.0% | Growth | Low | Burbank, CA | 2023-11-07 | |
| 79,503 | $23.4K | 0.0% | Index | Very Low | San Francisco, CA | 2023-11-08 | |
| 70,066 | $21 | 0.0% | Growth | Very Low | Omaha, NE | 2023-10-11 | |
| 70,000 | $20.6K | 0.0% | Agg Growth | Very Low | Clayton, MO | 2023-11-13 | |
| 64,239 | $16.8K | 0.0% | Value | Low | Braintree, MA | 2023-11-01 | |
| 56,239 | $16.6K | 0.0% | Core | Low | New York, NY | 2023-11-15 | |
| 54,500 | $16 | 0.0% | Growth | Very Low | Saratoga Springs, NY | 2023-11-09 | |
| 53,024 | $15.6K | 0.0% | Value | Very High | New York, NY | 2023-11-14 | |
| 52,900 | $16 | 0.0% | ETF | Low | Edina, MN | 2023-11-13 | |
| 51,800 | $15.3K | 0.0% | Growth | Low | Portland, ME | 2023-11-06 | |
| 51,710 | $15.3K | 0.0% | GARP | Very High | New York, NY | 2023-11-14 | |
| 40,000 | $11.8K | 0.0% | ETF | Medium | Morristown, NJ | 2023-11-03 | |
| 38,595 | $11.4K | 0.0% | Core | Very High | New York, NY | 2023-11-15 | |
| 34,885 | $10.3K | 0.0% | Core | Low | New York, NY | 2023-10-24 | |
| 34,779 | $10.2K | 0.0% | ETF | Very Low | Vienna, VA | 2023-11-14 | |
| 32,876 | $9.7K | 0.0% | Core | Very High | New York, NY | 2023-11-14 | |
| 32,677 | $9.6K | 0.0% | Value | Very High | London, United Kingdom | 2023-11-13 | |
| 32,335 | $9.5K | 0.0% | Core | Medium | Omaha, NE | 2023-11-02 | |
| 29,038 | $8.6K | 0.0% | Growth | Medium | Marietta, GA | 2023-10-25 | |
| 25,190 | $7.4K | 0.0% | ETF | Low | Waltham, MA | 2023-11-15 | |
| 18,336 | $5 | 0.0% | Core | Very High | Chicago, IL | 2023-11-01 | |
| 15,440 | $4.5K | 0.0% | ETF | Low | Santa Monica, CA | 2023-11-14 | |
| 15,318 | $4.5K | 0.0% | Index | Low | Folsom, CA | 2023-10-31 | |
| 15,000 | $4.4K | 0.0% | Core | Low | Philadelphia, PA | 2023-11-14 | |
| 14,592 | $4.3K | 0.0% | ETF | Low | Philadelphia, PA | 2023-10-31 | |
| 12,535 | $3.7K | 0.0% | N/A | N/A | Atlanta, 2Q | 2023-11-13 | |
| 12,500 | $3.7K | 0.0% | ETF | Very Low | Ashland, OH | 2023-10-18 | |
| 11,344 | $3.3K | 0.0% | Index | Very Low | Overland Park, KS | 2023-11-16 | |
| 11,021 | $3.2K | 0.0% | N/A | Very Low | San Diego, CA | 2023-11-14 | |
| 11,019 | $3.2K | 0.0% | Core | Medium | San Antonio, TX | 2023-11-06 | |
| 10,870 | $3.2K | 0.0% | ETF | Very Low | Westwood, NJ | 2023-11-30 | |
| 10,000 | $2.9K | 0.0% | ETF | Low | Plantation, FL | 2023-11-03 | |
| 10,000 | $2.9K | 0.0% | ETF | Low | Vero Beach, FL | 2023-11-08 | |
| 4,425 | $1.3K | 0.0% | Index | Low | Scottsdale, AZ | 2023-11-13 | |
| 2,000 | $589 | 0.0% | Agg Growth | Medium | Boca Raton, FL | 2023-10-17 | |
| 1,318 | $0 | 0.0% | N/A | N/A | San Francisco, CA | 2023-11-07 | |
| 1,200 | $354 | 0.0% | Core | Medium | Zurich, Switzerland | 2023-11-09 | |
| 1,000 | $295 | 0.0% | Growth | Very Low | New York, NY | 2023-10-10 | |
| 730 | $0 | 0.0% | Core | Low | Toronto, Australia | 2023-11-14 | |
| 500 | $147 | 0.0% | Index | Low | Minneapolis, MN | 2023-11-03 | |
| 347 | $103 | 0.0% | Growth | Medium | New York, NY | 2023-11-14 | |
| 110 | $32 | 0.0% | Deep Value | Very High | Chicago, IL | 2023-11-13 | |
| 100 | $29 | 0.0% | Core | Low | Charlotte, NC | 2023-11-14 | |
| 86 | $25 | 0.0% | Growth | Medium | Boston, MA | 2026-11-05 | |
| 50 | $15 | 0.0% | Value | Medium | Madison, WI | 2023-10-30 | |
| 4 | $1 | 0.0% | Value | Very High | London, United Kingdom | 2023-11-13 | |
| 0 | $0 | 0.0% | Growth | Very Low | Birmingham, AL | 2023-10-30 |