CUSIP: 70806A106 | NYSE | Financial Services · Asset Management | Small Cap | 527 institutional holders
| Style | Turnover | Location | Filed | ||||
|---|---|---|---|---|---|---|---|
| 2,930,953 | $19.6M | 0.9% | Yield | Medium | Ft Lauderdale, FL | 2026-10-09 | |
| 371,221 | $2.6M | 1.7% | Yield | Medium | New York, NY | 2026-10-29 | |
| 224,096 | $1.5M | 0.5% | Yield | Very Low | New York, NY | 2026-10-22 | |
| 160,210 | $1.1M | 0.0% | Core | Medium | London, United Kingdom | 2026-11-06 | |
| 147,213 | $1.0M | 0.0% | Index | Very Low | Chiyoda-Ku, Tokyo, Mexico | 2026-10-29 | |
| 125,570 | $868 | 0.0% | ETF | Low | Fairfield, IA | 2026-11-02 | |
| 123,880 | $828.8K | 0.0% | Growth | Low | St. Louis, MO | 2026-10-13 | |
| 78,005 | $539.0K | 0.3% | Deep Value | Very High | New York, NY | 2026-11-06 | |
| 66,206 | $457.5K | 0.0% | Index | Very Low | Fort Mill, SC | 2026-11-06 | |
| 56,662 | $391.5K | 0.0% | ETF | Low | Fayetteville, AR | 2026-11-02 | |
| 54,927 | $379.5K | 0.1% | GARP | Low | Tel Aviv, Luxembourg | 2026-10-26 | |
| 52,017 | $359.4K | 0.0% | ETF | Low | Waltham, MA | 2026-11-02 | |
| 40,507 | $281.1K | 0.0% | ETF | Medium | San Diego, CA | 2026-11-02 | |
| 39,529 | $273 | 0.0% | Core | Low | Pasadena, CA | 2026-10-22 | |
| 36,316 | $261.2K | 0.0% | ETF | Medium | New York, NY | 2026-11-03 | |
| 35,760 | $240.9K | 0.1% | ETF | Medium | Hendersonville, Tn 37075, TN | 2026-11-03 | |
| 28,462 | $196.7K | 0.0% | Core | Very High | New York, NY | 2026-11-05 | |
| 26,658 | $184.2K | 0.0% | GARP | Low | North Palm Beach, FL | 2026-11-02 | |
| 23,944 | $165.5K | 0.0% | ETF | Low | Newtown, PA | 2026-10-15 | |
| 20,000 | $138.2K | 0.1% | Core | High | San Juan, PR | 2026-11-03 | |
| 20,000 | $138.2K | 0.0% | ETF | Very Low | New Philadelphia, OH | 2026-10-29 | |
| 15,741 | $108.8K | 0.0% | ETF | Medium | Santa Ana, CA | 2026-11-02 | |
| 14,500 | $100.2K | 0.0% | Growth | Medium | Chicago, IL | 2026-10-27 | |
| 13,968 | $96.5K | 0.0% | Core | Very High | Chicago, IL | 2026-11-04 | |
| 12,977 | $89.7K | 0.0% | Growth | Medium | Ann Arbor, MI | 2026-10-23 | |
| 11,798 | $81.5K | 0.0% | Growth | Low | Bethesda, MD | 2026-11-03 | |
| 11,644 | $80.5K | 0.1% | Core | Very Low | Sacramento, CA | 2026-10-28 | |
| 11,388 | $78.7K | 0.1% | Core | Low | Marshall, MI | 2026-10-20 | |
| 11,291 | $78.0K | 0.0% | ETF | Medium | Omaha, NE | 2026-10-13 | |
| 10,650 | $73.6K | 0.0% | Growth | Very Low | Louisville, KY | 2026-10-28 | |
| 5,545 | $38.3K | 0.0% | Index | Low | San Francisco, CA | 2026-10-08 | |
| 4,625 | $31 | 0.0% | Core | Very Low | Juneau, AK | 2026-10-15 | |
| 4,075 | $28.2K | 0.0% | Core | Medium | New York, NY | 2026-11-04 | |
| 3,363 | $23.2K | 0.0% | Core | Low | Wilmington, DE | 2026-10-23 | |
| 3,175 | $21.9K | 0.0% | ETF | Medium | Sherman Oaks, CA | 2026-10-19 | |
| 2,530 | $17.5K | 0.0% | Core | Low | Cleveland, OH | 2026-10-20 | |
| 2,106 | $14.6K | 0.0% | ETF | Very Low | Tulsa, OK | 2026-11-05 | |
| 1,977 | $13.7K | 0.0% | ETF | Low | Yorkville, IL | 2026-10-27 | |
| 1,850 | $12.8K | 0.0% | ETF | Medium | Denver, CO | 2026-10-14 | |
| 1,200 | $8 | 0.0% | Growth | Very High | New York, NY | 2026-10-16 | |
| 800 | $5.5K | 0.0% | Growth | Medium | Columbus, OH | 2026-10-29 | |
| 622 | $4.7K | 0.0% | Index | Low | Folsom, CA | 2026-11-06 | |
| 343 | $2.4K | 0.0% | Core | Medium | Birmingham, AL | 2026-10-26 | |
| 234 | $1.6K | 0.0% | Value | Medium | Denver, CO | 2026-10-28 | |
| 233 | $1.6K | 0.0% | Core | Medium | Hilton Head Island, SC | 2026-10-23 | |
| 200 | $1.4K | 0.0% | Growth | Low | Carslbad, CA | 2026-10-15 | |
| 191 | $1.3K | 0.0% | Core | Low | Casper, WY | 2026-10-14 | |
| 6 | $41 | 0.0% | Growth | Very High | Hong Kong, South Korea | 2026-10-29 | |
| 0 | $0 | 0.0% | ETF | Low | New York, NY | 2026-10-28 |