CUSIP: 72200U100 | US | Financial Services · Asset Management | Small Cap | 423 institutional holders
| Style | Turnover | Location | Filed | ||||
|---|---|---|---|---|---|---|---|
| 432,296 | $4.6M | 1.5% | ETF | Medium | Sandy, UT | 2026-11-04 | |
| 341,525 | $3.6M | 1.6% | Yield | Medium | Greenwood Village, CO | 2026-10-01 | |
| 335,384 | $3.6K | 0.0% | ETF | Low | Fairfield, IA | 2026-11-02 | |
| 263,222 | $2.8M | 0.1% | Core | Low | Sylvania, OH | 2026-10-07 | |
| 237,763 | $2.5M | 2.1% | Yield | Low | Chiefland, FL | 2026-10-16 | |
| 149,394 | $1.6M | 0.0% | ETF | Low | Waltham, MA | 2026-11-02 | |
| 105,142 | $1.1M | 0.0% | Core | Low | Austin, TX | 2026-11-02 | |
| 87,404 | $932.6K | 0.3% | Yield | High | Arlington, VA | 2026-10-14 | |
| 77,384 | $825.7K | 0.1% | Core | Low | Naples, FL | 2026-10-29 | |
| 73,200 | $781.0K | 0.2% | GARP | Low | Annapolis, MD | 2026-10-20 | |
| 70,000 | $746.9K | 0.0% | Core | Medium | St. Petersburg, FL | 2026-10-16 | |
| 67,452 | $722.4K | 0.0% | Core | Very High | Orlando, FL | 2026-11-02 | |
| 44,470 | $474.5K | 0.1% | ETF | N/A | Plymouth, MN | 2026-10-14 | |
| 41,568 | $443.5K | 0.3% | ETF | Low | Jessup, PA | 2026-10-09 | |
| 33,077 | $352.9K | 0.0% | Core | Low | New York, NY | 2026-10-26 | |
| 30,832 | $329.0K | 0.1% | ETF | Low | Atlanta, GA | 2026-10-19 | |
| 29,918 | $319.2K | 0.0% | Core | Low | Charlotte, NC | 2026-10-30 | |
| 29,049 | $310.0K | 0.0% | Growth | Low | Mount Pleasant, SC | 2026-10-23 | |
| 25,790 | $275.2K | 0.2% | ETF | Medium | Westlake Village, CA | 2026-10-09 | |
| 25,736 | $274.6K | 0.2% | Growth | Medium | Alpharetta, GA | 2026-10-07 | |
| 24,481 | $261.2K | 0.2% | ETF | Medium | Denver, CO | 2026-10-28 | |
| 24,387 | $266.3K | 0.0% | ETF | Medium | San Diego, CA | 2026-11-02 | |
| 23,930 | $255.3K | 0.2% | ETF | Medium | Centennial, CO | 2026-10-13 | |
| 23,381 | $252.8K | 0.0% | Core | Medium | Dallas, TX | 2026-11-04 | |
| 20,950 | $231.8K | 0.0% | ETF | Medium | New York, NY | 2026-11-03 | |
| 18,561 | $198.7K | 0.0% | ETF | Very High | Platteville, WI | 2026-10-26 | |
| 15,754 | $168.1K | 0.0% | Growth | Low | San Diego, CA | 2026-10-13 | |
| 14,755 | $157.4K | 0.0% | ETF | Medium | Lake St. Louis, MO | 2026-10-08 | |
| 12,990 | $138.6K | 0.0% | ETF | Low | St. Louis, MO | 2026-10-15 | |
| 12,820 | $136.8K | 0.0% | ETF | Medium | Southfield, MI | 2026-10-08 | |
| 12,787 | $136.4K | 0.0% | ETF | Low | West Chester, PA | 2026-10-21 | |
| 10,021 | $106.9K | 0.0% | Growth | Very Low | Urbana, IL | 2026-10-26 | |
| 10,000 | $106.7K | 0.1% | ETF | Very Low | Wilmington, DE | 2026-10-16 | |
| 9,200 | $98.2K | 0.0% | Core | Medium | Birmingham, AL | 2026-10-26 | |
| 7,099 | $75.7K | 0.0% | Index | Low | San Francisco, CA | 2026-10-08 | |
| 3,000 | $32.0K | 0.0% | ETF | Low | Newport Beach, CA | 2026-10-16 | |
| 2,500 | $26.7K | 0.0% | ETF | Very Low | Mine Hill, NJ | 2026-10-21 | |
| 2,071 | $22.1K | 0.0% | Growth | Low | Lutherville, MD | 2026-10-13 | |
| 1,000 | $10.7K | 0.0% | ETF | Low | Fort Lauderdale, FL | 2026-10-30 | |
| 1,000 | $10.7K | 0.1% | Yield | Very Low | Ashland, OH | 2026-10-28 | |
| 1,000 | $10 | 0.0% | Growth | Very High | New York, NY | 2026-10-16 | |
| 729 | $7.8K | 0.0% | Core | Low | Ithaca, NY | 2026-10-05 | |
| 500 | $5.3K | 0.0% | ETF | Medium | Sherman Oaks, CA | 2026-10-19 | |
| 500 | $5.3K | 0.0% | Growth | Medium | Mclean, VA | 2026-10-30 | |
| 400 | $4.3K | 0.0% | ETF | Medium | Denver, CO | 2026-10-14 | |
| 1 | $9 | 0.0% | ETF | Medium | Peoria, AZ | 2026-11-04 |