CUSIP: 71366R703 | 125 institutional holders
| Style | Turnover | Location | Filed | ||||
|---|---|---|---|---|---|---|---|
| 4,565,538 | $56.5K | 0.0% | Growth | Low | Pasadena, CA | 2014-11-13 | |
| 3,253,988 | $40.3K | 0.1% | Deep Value | Medium | New York, NY | 2014-11-14 | |
| 1,044,937 | $12.9K | 0.2% | Core | Very High | Chadds Ford, PA | 2014-11-14 | |
| 836,600 | $10.3K | 0.0% | Value | Low | Rye, NY | 2014-10-30 | |
| 680,338 | $8.4K | 0.0% | N/A | N/A | Valley Forge, PA | 2014-11-12 | |
| 667,546 | $8.3K | 0.0% | Value | Medium | Greenwich, CT | 2014-11-14 | |
| 651,936 | $8.1K | 0.0% | N/A | N/A | San Francisco, CA | 2014-10-29 | |
| 524,108 | $6.5K | 0.0% | Value | Low | Greenwich, CT | 2014-10-30 | |
| 363,720 | $4.5K | 0.0% | Core | Low | Harrisburg, PA | 2014-11-07 | |
| 340,170 | $4.2K | 0.0% | Index | Very Low | Boston, MA | 2014-11-12 | |
| 335,300 | $4.1K | 0.1% | Momentum | Very High | Rye, NY | 2014-10-30 | |
| 330,100 | $4.1K | 0.0% | Core | High | Toronto, Australia | 2014-11-10 | |
| 294,176 | $3.6K | 0.0% | Index | Very Low | Chicago, IL | 2014-11-13 | |
| 284,897 | $3.5K | 0.0% | Core | Medium | New York, NY | 2014-11-14 | |
| 276,450 | $3.4K | 0.8% | Yield | Medium | Boston, MA | 2014-11-06 | |
| 259,414 | $3.2K | 0.0% | N/A | N/A | San Francisco, CA | 2014-10-29 | |
| 255,295 | $3.2K | 0.0% | Core | Medium | Munich, Hong Kong | 2014-11-14 | |
| 250,653 | $3.1K | 0.0% | Core | Low | New York, NY | 2014-12-16 | |
| 250,000 | $3.1K | 0.0% | Core | Very High | New York, NY | 2014-11-14 | |
| 230,000 | $2.9K | 0.2% | Growth | Low | London, United Kingdom | 2014-11-12 | |
| 210,409 | $2.5K | 0.0% | Growth | High | Tokyo, Mexico | 2014-11-14 | |
| 200,000 | $2.5K | 0.0% | Value | Very High | Toronto, Australia | 2014-11-14 | |
| 176,275 | $2.2K | 0.0% | Growth | Low | Kansas City, MO | 2014-11-05 | |
| 146,824 | $1.8K | 0.0% | Deep Value | Very High | New York, NY | 2014-11-14 | |
| 146,131 | $1.8K | 0.0% | Index | Very Low | Boston, MA | 2014-11-14 | |
| 139,327 | $1.7K | 0.0% | Core | Low | New York, NY | 2016-04-01 | |
| 132,400 | $1.6K | 0.0% | GARP | Low | New York, NY | 2014-11-14 | |
| 120,423 | $1.5K | 0.0% | N/A | N/A | New York, NY | 2014-11-13 | |
| 108,345 | $1.3K | 0.0% | N/A | N/A | West Chester, PA | 2014-11-06 | |
| 100,000 | $1.2K | 0.0% | Deep Value | Medium | Houston, TX | 2014-11-14 | |
| 94,258 | $1.2K | 0.0% | N/A | N/A | New York, NY | 2014-11-14 | |
| 92,710 | $1.1K | 0.0% | N/A | N/A | Princeton, NJ | 2014-10-29 | |
| 88,449 | $1.1K | 0.0% | Index | Low | Austin, TX | 2014-11-13 | |
| 81,496 | $1.0K | 0.0% | Core | High | New York, NY | 2014-11-12 | |
| 74,522 | $921 | 0.0% | Core | Medium | Frankfurt Am Main, Hong Kong | 2014-11-14 | |
| 66,916 | $828 | 0.0% | Growth | Medium | New York, NY | 2014-12-08 | |
| 65,949 | $816 | 0.0% | N/A | N/A | Palm Beach, FL | 2014-10-29 | |
| 51,253 | $634 | 0.0% | Index | Very Low | West Sacramento, CA | 2014-11-10 | |
| 44,465 | $550 | 0.0% | Growth | Medium | Boston, MA | 2014-11-14 | |
| 38,705 | $479 | 0.0% | N/A | N/A | New York, NY | 2014-11-13 | |
| 37,700 | $467 | 0.0% | Index | Very Low | San Francisco, CA | 2014-11-10 | |
| 35,967 | $445 | 0.0% | N/A | N/A | New York, NY | 2014-11-17 | |
| 35,560 | $440 | 0.0% | N/A | N/A | New York, NY | 2014-11-13 | |
| 32,131 | $397 | 0.0% | Index | Very Low | Boston, MA | 2014-11-12 | |
| 25,226 | $312 | 0.0% | N/A | N/A | Seattle, WA | 2014-11-12 | |
| 25,172 | $311 | 0.0% | Core | Low | Chicago, IL | 2014-11-17 | |
| 24,543 | $304 | 0.0% | Core | Medium | Columbus, OH | 2014-10-29 | |
| 23,957 | $296 | 0.0% | ETF | Very Low | New York, NY | 2014-11-10 | |
| 23,106 | $286 | 0.0% | ETF | Very Low | Columbus, OH | 2014-11-07 | |
| 22,216 | $275 | 0.0% | Growth | Medium | Atlanta, GA | 2014-11-12 | |
| 19,228 | $238 | 0.0% | N/A | N/A | New York, NY | 2014-11-17 | |
| 18,153 | $224.6K | 0.0% | Agg Growth | Very Low | New York, NY | 2014-11-12 | |
| 17,488 | $216 | 0.0% | GARP | Medium | Toronto, Australia | 2014-11-13 | |
| 16,235 | $200 | 0.0% | Deep Value | Very High | Chicago, IL | 2014-11-13 | |
| 16,200 | $200 | 0.0% | N/A | N/A | Short Hills, NJ | 2014-11-14 | |
| 14,899 | $184 | 0.0% | N/A | N/A | Wilmington, DE | 2014-10-29 | |
| 13,376 | $165 | 0.0% | Growth | High | Radnor, PA | 2014-11-07 | |
| 11,177 | $138 | 0.0% | N/A | N/A | Zurich, Switzerland | 2014-11-14 | |
| 10,903 | $135 | 0.0% | Growth | Low | Bethesda, MD | 2014-11-06 | |
| 10,000 | $124 | 0.0% | Core | Low | New York, NY | 2014-11-12 | |
| 3,600 | $45 | 0.0% | Growth | Medium | Nashville, TN | 2014-11-13 | |
| 1,672 | $20.7K | 0.0% | Core | Medium | Paris, India | 2014-11-12 | |
| 1,556 | $19 | 0.0% | N/A | N/A | Stamford, CT | 2014-11-12 | |
| 1,522 | $19 | 0.0% | Core | Low | San Francisco, CA | 2014-11-06 | |
| 1,407 | $17 | 0.0% | GARP | Very High | New York, NY | 2014-10-31 | |
| 1,088 | $13 | 0.0% | N/A | N/A | Dallas, TX | 2014-11-14 | |
| 985 | $12 | 0.0% | Core | Medium | New York, NY | 2014-11-14 | |
| 690 | $9 | 0.0% | N/A | N/A | New York, NY | 2014-10-29 | |
| 631 | $8 | 0.0% | Core | Low | Charlotte, NC | 2014-11-14 | |
| 300 | $4 | 0.0% | Core | Low | Toronto, Australia | 2014-11-14 | |
| 288 | $3 | 0.0% | Core | Medium | London, United Kingdom | 2014-11-14 | |
| 100 | $1 | 0.0% | Agg Growth | Very High | Folly Beach, SC | 2015-02-05 |