CUSIP: 71948P100 | 148 institutional holders
| Style | Turnover | Location | Filed | ||||
|---|---|---|---|---|---|---|---|
| 10,006,584 | $820.5K | 0.8% | Growth | Very High | Miami Beach, FL | 2024-02-14 | |
| 4,789,897 | $392.8K | 0.0% | N/A | N/A | Valley Forge, PA | 2024-03-11 | |
| 1,123,241 | $92.1K | 0.0% | Core | Low | New York, NY | 2024-08-16 | |
| 1,041,749 | $85.4K | 0.0% | N/A | N/A | New York, NY | 2024-02-13 | |
| 988,226 | $81.1K | 0.0% | Index | Very Low | Boston, MA | 2024-02-13 | |
| 841,070 | $69.0K | 0.0% | Core | Very High | Miami, FL | 2024-02-14 | |
| 319,864 | $26.2K | 0.0% | Index | Very Low | Boston, MA | 2024-02-14 | |
| 154,724 | $13 | 0.0% | Growth | Medium | Baltimore, MD | 2024-02-16 | |
| 146,262 | $12.0K | 0.0% | Index | Very Low | Chicago, IL | 2024-02-13 | |
| 98,743 | $8.1K | 0.0% | Core | Very High | New York, NY | 2024-05-06 | |
| 65,600 | $5.4K | 0.0% | Index | Low | Scottsdale, AZ | 2024-02-12 | |
| 57,796 | $4.7K | 0.0% | Core | Very High | New York, NY | 2024-02-15 | |
| 51,635 | $4.0K | 0.0% | Index | Low | Chicago, IL | 2024-02-12 | |
| 45,255 | $3.7K | 0.0% | Core | Low | New York, NY | 2024-01-29 | |
| 43,683 | $3.6K | 0.0% | Growth | High | Bala Cynwyd, PA | 2024-02-14 | |
| 29,386 | $2.4K | 0.0% | ETF | Medium | Urbandale, IA | 2024-01-12 | |
| 19,431 | $1 | 0.0% | Core | Very High | Chicago, IL | 2024-02-02 | |
| 11,621 | $953 | 0.0% | Value | Very High | New York, NY | 2024-02-14 | |
| 11,220 | $920 | 0.0% | N/A | N/A | El Segundo, CA | 2024-02-13 | |
| 8,588 | $704 | 0.0% | Value | Very High | Chicago, IL | 2024-02-14 | |
| 7,501 | $615 | 0.0% | Core | Medium | Zurich, Switzerland | 2024-02-09 | |
| 7,226 | $593 | 0.0% | ETF | High | San Diego, CA | 2024-02-14 | |
| 5,208 | $427 | 0.0% | Growth | Medium | New York, NY | 2024-12-26 | |
| 4,115 | $337 | 0.0% | Core | Medium | New York, NY | 2024-02-09 | |
| 2,650 | $217 | 0.0% | Core | Low | San Francisco, CA | 2024-02-09 | |
| 2,000 | $840 | 0.0% | Core | Low | San Rafael, CA | 2024-01-18 | |
| 1,500 | $119 | 0.0% | N/A | Very Low | Ashburn, VA | 2024-01-19 | |
| 1,500 | $123 | 0.0% | Growth | Low | Atlanta, GA | 2024-02-09 | |
| 1,000 | $82 | 0.0% | Index | Low | San Francisco, CA | 2024-02-15 | |
| 800 | $0 | 0.0% | Core | Medium | Southfield, MI | 2024-08-06 | |
| 500 | $41 | 0.0% | ETF | Medium | Kokomo, IN | 2024-01-10 | |
| 458 | $0 | 0.0% | Core | Low | Toronto, Australia | 2024-02-14 | |
| 160 | $14 | 0.0% | Core | Low | Charlotte, NC | 2024-02-14 | |
| 86 | $7 | 0.0% | GARP | Low | Sarasota, FL | 2024-02-14 | |
| 2 | $0 | 0.0% | Value | Very High | London, United Kingdom | 2024-02-13 | |
| 0 | $0 | 0.0% | Growth | Very Low | Birmingham, AL | 2024-02-07 |