CUSIP: 72200W106 | US | Financial Services · Asset Management | Small Cap | 483 institutional holders
| Style | Turnover | Location | Filed | ||||
|---|---|---|---|---|---|---|---|
| 1,826,576 | $12.0M | 0.4% | Value | Medium | Parsippany, NJ | 2026-10-13 | |
| 1,682,104 | $11.1M | 1.9% | ETF | Low | Greenville, SC | 2026-10-21 | |
| 1,142,125 | $7.5M | 0.0% | Core | Medium | Charlotte, NC | 2026-11-04 | |
| 830,828 | $5.5M | 2.7% | ETF | Low | Wexford, PA | 2026-10-08 | |
| 503,025 | $3.3M | 2.0% | ETF | Medium | Westlake Village, CA | 2026-10-09 | |
| 461,349 | $3.0M | 0.2% | Yield | Medium | London, United Kingdom | 2026-10-30 | |
| 460,295 | $3.0M | 1.4% | Yield | Medium | Las Vegas, NV | 2026-11-05 | |
| 303,065 | $2.0M | 0.5% | Value | Medium | Englewood, CO | 2026-11-05 | |
| 276,762 | $1.8K | 0.0% | ETF | Medium | New York, NY | 2026-10-26 | |
| 270,878 | $1.8M | 0.0% | Core | Low | Plymouth, MN | 2026-10-13 | |
| 233,487 | $1.5M | 0.0% | Growth | Low | Los Angeles, CA | 2026-11-04 | |
| 219,656 | $1.4M | 0.0% | Core | Low | New York, NY | 2026-11-05 | |
| 204,956 | $1.3M | 0.4% | ETF | Low | Denver, CO | 2026-10-13 | |
| 195,549 | $1.3K | 0.0% | ETF | Low | Fairfield, IA | 2026-11-02 | |
| 180,060 | $1.2M | 1.0% | Growth | Low | Worthington, OH | 2026-10-13 | |
| 174,368 | $1.1M | 0.2% | ETF | Low | Berwyn, PA | 2026-10-21 | |
| 158,255 | $1.0M | 0.6% | Yield | Low | Westborough, MA | 2026-11-06 | |
| 148,388 | $974.9K | 0.2% | Growth | Low | Oyster Bay Cove, NY | 2026-10-28 | |
| 130,283 | $856.0K | 0.0% | Core | Low | Charlotte, NC | 2026-10-30 | |
| 123,238 | $809.7K | 0.8% | ETF | Medium | Appleton, WI | 2026-10-22 | |
| 121,428 | $797.8K | 0.0% | ETF | Low | Waltham, MA | 2026-11-02 | |
| 117,965 | $775.0K | 0.1% | Core | Low | Palm Beach, FL | 2026-11-03 | |
| 97,765 | $642.3K | 0.0% | ETF | Low | Decatur, IL | 2026-10-29 | |
| 86,950 | $571.3K | 0.3% | Yield | Medium | Greenwood Village, CO | 2026-10-01 | |
| 74,774 | $491.3K | 0.1% | Growth | Low | St. Louis, MO | 2026-10-27 | |
| 65,497 | $430.3K | 0.0% | Index | Low | Tampa, FL | 2026-11-05 | |
| 61,468 | $403.8K | 0.3% | ETF | Low | Jessup, PA | 2026-10-09 | |
| 47,923 | $314.9K | 0.0% | Core | Low | Atlanta, GA | 2026-10-22 | |
| 43,596 | $306.7K | 0.0% | ETF | Medium | New York, NY | 2026-11-03 | |
| 42,905 | $281.9K | 0.1% | ETF | Low | Dallas, TX | 2026-10-30 | |
| 38,973 | $256.1K | 0.0% | Core | Low | Sylvania, OH | 2026-10-07 | |
| 35,542 | $233.5K | 0.2% | ETF | Low | Littleton, CO | 2026-10-20 | |
| 34,321 | $238.9K | 0.0% | Core | Medium | Dallas, TX | 2026-11-04 | |
| 32,342 | $212.5K | 0.0% | ETF | Very Low | New York, NY | 2026-11-05 | |
| 30,000 | $197.1K | 0.0% | ETF | Low | Cleveland, OH | 2026-11-06 | |
| 29,237 | $192.1K | 0.1% | Core | Low | Aurora, IL | 2026-10-22 | |
| 26,022 | $171.0K | 0.0% | Growth | Medium | San Antonio, TX | 2026-10-19 | |
| 25,588 | $168.1K | 0.0% | ETF | Medium | Los Angeles, CA | 2026-10-13 | |
| 24,588 | $161.5K | 0.0% | Growth | Low | Malvern, PA | 2026-10-29 | |
| 22,362 | $146.9K | 0.0% | ETF | Medium | Asheville, NC | 2026-10-15 | |
| 21,995 | $144.5K | 0.0% | Growth | Medium | Tampa, FL | 2026-10-16 | |
| 21,490 | $141.2K | 0.0% | Index | Very Low | Cincinnati, OH | 2026-11-05 | |
| 21,164 | $139 | 0.0% | Core | Low | Pasadena, CA | 2026-10-22 | |
| 20,277 | $133.2K | 0.0% | Index | Low | San Francisco, CA | 2026-10-08 | |
| 19,274 | $126.6K | 0.0% | ETF | Low | Williamsport, PA | 2026-10-14 | |
| 18,167 | $119.4K | 0.0% | Growth | Low | Memphis, TN | 2026-10-13 | |
| 15,700 | $103.1K | 0.0% | Core | Low | Wichita, KS | 2026-10-14 | |
| 15,000 | $98.6K | 0.0% | Growth | Low | Boston, MA | 2026-10-23 | |
| 15,000 | $98.6K | 0.0% | Core | High | Seattle, WA | 2026-11-04 | |
| 14,537 | $95.5K | 0.0% | Core | Low | Charleston, WV | 2026-10-19 | |
| 13,589 | $89.3K | 0.0% | ETF | Very Low | Towson, MD | 2026-11-05 | |
| 13,511 | $88.8K | 0.0% | GARP | Low | Lake Oswego, OR | 2026-10-15 | |
| 13,185 | $86.6K | 0.0% | Core | Low | Overland Park, KS | 2026-10-22 | |
| 12,896 | $84.7K | 0.0% | Growth | Medium | Cambridge, MA | 2026-11-02 | |
| 12,660 | $83.2K | 0.0% | Core | Low | Austin, TX | 2026-11-02 | |
| 12,024 | $79.0K | 0.0% | ETF | Medium | Westlake, OH | 2026-10-14 | |
| 10,264 | $67.4K | 0.0% | ETF | Low | Phoenix, AZ | 2026-10-13 | |
| 10,231 | $67.2K | 0.0% | Core | High | Webster, Ny 14580, NY | 2026-10-23 | |
| 7,262 | $47.7K | 0.0% | Core | Medium | Birmingham, AL | 2026-10-26 | |
| 5,700 | $37.4K | 0.0% | Index | Low | Minneapolis, MN | 2026-11-05 | |
| 3,221 | $21.2K | 0.0% | Growth | Low | Tampa, FL | 2026-10-16 | |
| 2,823 | $18.5K | 0.0% | Growth | Low | San Antonio, TX | 2026-10-28 | |
| 2,014 | $13.2K | 0.0% | Index | Low | Atlanta, GA | 2026-10-23 | |
| 2,000 | $13.1K | 0.0% | Growth | Medium | Mclean, VA | 2026-10-30 | |
| 1,675 | $11.0K | 0.0% | ETF | Medium | Sparks, NV | 2026-11-06 | |
| 1,380 | $9.1K | 0.0% | Core | Low | Cleveland, OH | 2026-11-03 | |
| 1,218 | $8.0K | 0.0% | ETF | Medium | Melbourne, FL | 2026-11-05 | |
| 1,072 | $7.0K | 0.0% | Core | Low | Tulsa, OK | 2026-10-27 | |
| 1,000 | $6 | 0.0% | Growth | Very High | New York, NY | 2026-10-16 | |
| 686 | $4.5K | 0.0% | ETF | Medium | Glen Allen, VA | 2026-10-28 | |
| 650 | $4.3K | 0.0% | ETF | Medium | Sherman Oaks, CA | 2026-10-19 | |
| 400 | $2.6K | 0.0% | ETF | Medium | Austin, TX | 2026-10-23 | |
| 350 | $2.3K | 0.0% | Core | Medium | Birmingham, AL | 2026-11-04 |