CUSIP: 72200X104 | US | Financial Services · Asset Management | Micro Cap | 322 institutional holders
| Style | Turnover | Location | Filed | ||||
|---|---|---|---|---|---|---|---|
| 1,206,563 | $6.1K | 0.0% | ETF | Low | Fairfield, IA | 2026-11-02 | |
| 286,100 | $1.4M | 0.0% | ETF | Low | Waltham, MA | 2026-11-02 | |
| 189,210 | $957.4K | 0.2% | Growth | High | Pittsburgh, PA | 2026-10-15 | |
| 71,333 | $360.9K | 0.0% | Core | Low | Austin, TX | 2026-11-02 | |
| 29,946 | $151.5K | 0.0% | Index | Low | Tampa, FL | 2026-11-05 | |
| 28,454 | $144.8K | 0.0% | Core | Medium | Dallas, TX | 2026-10-22 | |
| 26,400 | $133.6K | 0.0% | ETF | Low | Jenison, MI | 2026-10-23 | |
| 26,189 | $132.5K | 0.0% | Core | Low | New York, NY | 2026-11-05 | |
| 21,530 | $108.9K | 0.0% | Agg Growth | Low | Dallas, TX | 2026-11-03 | |
| 15,231 | $77.1K | 0.0% | ETF | High | Needham, MA | 2026-10-09 | |
| 14,285 | $72.3K | 0.0% | Core | Medium | Hunt Valley, MD | 2026-10-26 | |
| 12,363 | $62.6K | 0.0% | Core | Low | Charlotte, NC | 2026-10-30 | |
| 12,216 | $61.8K | 0.0% | ETF | Medium | Parsippany, NJ | 2026-10-07 | |
| 10,173 | $51.5K | 0.0% | Core | Medium | Houston, TX | 2026-10-28 | |
| 5,175 | $26.2K | 0.0% | ETF | Medium | Southfield, MI | 2026-10-08 | |
| 4,330 | $21.9K | 0.0% | GARP | Low | Mansfield, OH | 2026-10-27 | |
| 4,169 | $21.1K | 0.0% | ETF | Medium | Glen Allen, VA | 2026-10-28 | |
| 4,100 | $20.7K | 0.0% | Growth | Low | Tampa, FL | 2026-10-16 | |
| 3,570 | $18.1K | 0.0% | Index | Very Low | Cincinnati, OH | 2026-11-05 | |
| 2,428 | $12.3K | 0.0% | ETF | Very Low | Red Bank, NJ | 2026-10-30 | |
| 1,177 | $5.9K | 0.0% | Growth | Low | Bloomington, IN | 2026-10-09 | |
| 1,085 | $5.5K | 0.0% | Index | Low | San Francisco, CA | 2026-10-08 | |
| 500 | $2.5K | 0.0% | ETF | Medium | Denver, CO | 2026-10-14 | |
| 500 | $2 | 0.0% | Growth | Very High | New York, NY | 2026-10-16 | |
| 300 | $1.5K | 0.0% | ETF | Medium | Sherman Oaks, CA | 2026-10-19 | |
| 143 | $724 | 0.0% | Growth | Medium | Boston, MA | 2026-10-05 |