CUSIP: 708430103 | 206 institutional holders
| Style | Turnover | Location | Filed | ||||
|---|---|---|---|---|---|---|---|
| 385,829 | $11.7M | 0.0% | N/A | N/A | Valley Forge, PA | 2025-08-11 | |
| 366,038 | $11.1M | 2.8% | Core | Very High | Chadds Ford, PA | 2025-08-12 | |
| 343,776 | $10.4M | 0.0% | Index | Very Low | New York, NY | 2025-08-12 | |
| 296,512 | $9.0M | 0.0% | Index | Low | Austin, TX | 2025-08-12 | |
| 170,332 | $5.2M | 0.0% | Index | Very Low | Boston, MA | 2025-08-08 | |
| 100,019 | $3.0M | 0.0% | Core | High | New York, NY | 2025-08-13 | |
| 91,275 | $2.8M | 0.0% | Index | Very Low | Boston, MA | 2025-08-14 | |
| 90,917 | $2.8M | 0.3% | Deep Value | Very High | New York, NY | 2025-08-14 | |
| 77,579 | $2.4M | 1.7% | Deep Value | Very High | Chicago, IL | 2025-08-07 | |
| 75,653 | $2.3M | 0.4% | ETF | Low | Williamsport, PA | 2025-08-08 | |
| 62,148 | $1.9M | 0.0% | Index | Very Low | Chicago, IL | 2025-08-13 | |
| 59,803 | $1.8M | 0.0% | Deep Value | Medium | Houston, TX | 2025-08-14 | |
| 49,726 | $1.5M | 0.0% | Index | Very Low | Schaumburg, IL | 2025-08-08 | |
| 49,312 | $1.5M | 0.2% | Yield | Very High | Paris, India | 2025-08-08 | |
| 46,711 | $1.4M | 0.0% | GARP | Medium | Kansas City, MO | 2025-08-12 | |
| 43,721 | $1.3M | 0.0% | Core | Low | New York, NY | 2025-08-14 | |
| 42,317 | $1.3M | 0.0% | ETF | Low | Alpharetta, GA | 2025-07-22 | |
| 41,107 | $1.2M | 0.1% | Value | Very Low | Wilkes Barre, PA | 2025-08-13 | |
| 33,035 | $1.0M | 0.0% | GARP | High | Boston, MA | 2025-08-13 | |
| 28,624 | $869.0K | 0.0% | Value | Medium | Newtown Square, PA | 2025-08-11 | |
| 26,738 | $811.8K | 0.0% | Growth | Low | Stockholm, Sweden | 2025-08-13 | |
| 23,778 | $721.9K | 0.0% | Core | Medium | London, United Kingdom | 2026-02-27 | |
| 23,138 | $702.5K | 0.0% | Core | Medium | Wheaton, IL | 2025-08-13 | |
| 20,704 | $628.6K | 0.0% | Index | Very Low | San Francisco, CA | 2025-08-12 | |
| 19,718 | $598.6K | 0.0% | Core | Low | New York, NY | 2025-08-05 | |
| 17,441 | $529.5K | 0.0% | Growth | Low | Overland Park, KS | 2025-08-14 | |
| 16,709 | $507.3K | 0.0% | Growth | High | Bala Cynwyd, PA | 2025-08-14 | |
| 15,332 | $465.5K | 0.3% | ETF | Low | Williamsport, PA | 2025-08-14 | |
| 14,900 | $452.4K | 0.0% | Growth | High | New York, NY | 2025-08-14 | |
| 14,569 | $442 | 0.0% | ETF | Low | Waltham, MA | 2025-08-06 | |
| 13,420 | $407.4K | 0.0% | Core | High | Toronto, Australia | 2025-08-13 | |
| 11,827 | $359.1K | 0.0% | Core | Low | Charlotte, NC | 2025-08-12 | |
| 10,687 | $324.5K | 0.0% | Core | Very High | Miami, FL | 2025-08-14 | |
| 10,549 | $320.3K | 0.0% | ETF | Low | Naples, FL | 2025-08-12 | |
| 10,382 | $315.2K | 0.0% | Core | Low | Charlotte, NC | 2025-08-14 | |
| 9,805 | $297.7K | 0.0% | Core | Low | Pittston, PA | 2025-08-12 | |
| 9,660 | $293.3K | 0.0% | Value | High | New York, NY | 2025-08-14 | |
| 9,638 | $296.2K | 0.0% | Core | Medium | London, United Kingdom | 2025-08-13 | |
| 8,886 | $269.8K | 0.0% | Core | Medium | New York, NY | 2025-08-14 | |
| 8,709 | $264.4K | 0.0% | Index | Very Low | Boston, MA | 2025-08-12 | |
| 6,800 | $206.4K | 0.1% | Growth | Very Low | Scranton, PA | 2025-07-24 | |
| 6,691 | $203.1K | 0.0% | Growth | Low | Atlanta, GA | 2025-08-13 | |
| 5,168 | $157.0K | 0.0% | Core | Low | Toronto, Australia | 2025-11-21 | |
| 4,737 | $143.8K | 0.0% | Core | Low | San Francisco, CA | 2025-08-14 | |
| 4,539 | $137.8K | 0.0% | Core | Low | Whippany, NJ | 2025-08-13 | |
| 4,303 | $130.6K | 0.0% | Core | Medium | Zurich, Switzerland | 2025-08-14 | |
| 4,038 | $122.6K | 0.0% | Core | Low | Causeway Bay, South Korea | 2025-08-14 | |
| 3,487 | $105.9K | 0.0% | Growth | Medium | New York, NY | 2025-08-12 | |
| 3,300 | $100.2K | 0.0% | Index | Low | Albany, NY | 2025-10-08 | |
| 2,528 | $76.8K | 0.0% | Core | Medium | New York, NY | 2025-08-11 | |
| 2,476 | $75.2K | 0.0% | Growth | Very Low | Pittsburgh, PA | 2025-08-08 | |
| 1,762 | $53.5K | 0.0% | ETF | Very Low | Franklin, TN | 2025-07-14 | |
| 1,603 | $48.7K | 0.0% | Index | Very Low | Trenton, NJ | 2025-08-08 | |
| 959 | $29.1K | 0.0% | Core | Medium | Paris, India | 2025-08-14 | |
| 753 | $22.9K | 0.0% | Core | Low | Lincoln, NE | 2025-08-12 | |
| 667 | $20.3K | 0.0% | Index | Very Low | London, United Kingdom | 2025-08-12 | |
| 570 | $17.3K | 0.0% | Growth | Medium | Boston, MA | 2025-08-14 | |
| 567 | $17.2K | 0.0% | Core | Low | Seattle, WA | 2025-08-13 | |
| 509 | $15 | 0.0% | Index | Very Low | Winnipeg, Argentina | 2025-08-15 | |
| 465 | $14 | 0.0% | ETF | Low | Bethlehem, PA | 2025-07-22 | |
| 460 | $14.0K | 0.0% | Index | Very Low | West Sacramento, CA | 2025-08-14 | |
| 252 | $8 | 0.0% | Core | Very Low | New York, NY | 2025-08-04 | |
| 229 | $7.0K | 0.0% | Index | Very Low | Milwaukee, WI | 2025-08-13 | |
| 199 | $6.0K | 0.0% | GARP | Medium | Charlotte, NC | 2025-08-08 | |
| 64 | $1.9K | 0.0% | ETF | Low | Brentwood, TN | 2025-07-24 | |
| 33 | $1.0K | 0.0% | Core | Low | Springfield, MA | 2025-07-09 | |
| 7 | $0 | 0.0% | ETF | Low | Shaker Heights, OH | 2025-07-24 | |
| 7 | $213 | 0.0% | Index | Very Low | Foster City, CA | 2025-07-14 | |
| 6 | $182 | 0.0% | Index | Low | San Francisco, CA | 2025-07-11 | |
| 1 | $30 | 0.0% | Agg Growth | Low | Tokyo, Mexico | 2025-08-08 | |
| 0 | $0 | 0.0% | Growth | Very Low | Birmingham, AL | 2025-08-12 |